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IARCX: INVESCO REAL ESTATE FUND CLASS C (MUTUAL FUND)
Basic Info 17.78 0.12(0.68%) June 05
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 09/26/1995 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 4.61% |
| Expenses | 1.16% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/26/1995 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 13.0 | 10.7 | 7.1 | -1.7 | 1.7 | 4.1 | 3.5 | 7.3 | -0.9 | 1.0 | 7.9 | -31.8 | 33.2 | -16.8 | 26.8 | -6.4 | 7.6 | 5.1 | 0.9 | 27.1 | 1.1 | 15.7 | 6.8 | 21.8 | 28.7 | -36.8 | -16.1 | 35.2 | 13.4 | 34.6 | 38.6 | 8.1 | 9.5 | 28.3 | -3.5 | -23.2 | 18.6 | 32.7 | 2.6 |
| Sharpe Ratio | NA | 2.1 | 0.6 | 0.23 | -0.22 | 0.0 | NA | NA | 0.23 | -0.23 | -0.16 | 0.22 | -1.24 | 2.04 | -0.39 | 2.06 | -0.5 | 0.74 | 0.3 | 0.05 | 2.55 | 0.07 | 1.16 | 0.24 | 0.84 | 0.47 | -0.54 | -0.78 | 2.3 | 0.76 | 2.08 | 3.45 | 0.51 | 0.75 | 2.21 | -0.66 | -1.77 | 1.64 | 4.53 | 1.07 |
| Draw Down(%) | NA | 8.4 | 8.4 | 18.1 | 40.7 | 42.4 | NA | NA | 71.0 | 14.6 | 11.6 | 22.7 | 32.7 | 7.1 | 42.4 | 6.1 | 12.8 | 5.4 | 14.5 | 16.5 | 7.2 | 17.2 | 9.3 | 22.1 | 16.3 | 38.2 | 60.9 | 27.6 | 8.2 | 10.7 | 17.3 | 5.7 | 14.6 | 9.7 | 8.5 | 19.4 | 31.9 | 9.5 | 4.9 | 3.5 |
| Standard Deviation(%) | NA | 14.5 | 13.3 | 16.5 | 19.4 | 21.3 | NA | NA | 24.1 | 16.5 | 15.9 | 19.8 | 26.8 | 16.3 | 43.9 | 12.3 | 15.7 | 9.4 | 16.3 | 16.5 | 10.6 | 15.0 | 13.6 | 28.7 | 25.8 | 61.3 | 69.7 | 24.9 | 13.9 | 14.7 | 16.1 | 11.0 | 13.7 | 9.5 | 10.9 | 10.4 | 15.0 | 9.1 | 6.4 | 5.9 |
| Treynor Ratio | NA | 0.3 | 0.08 | 0.04 | -0.04 | 0.0 | NA | NA | 0.06 | -0.04 | -0.03 | 0.04 | -0.33 | 0.32 | -0.17 | 0.25 | -0.08 | 0.08 | 0.05 | 0.01 | 0.3 | 0.01 | 0.16 | 0.07 | 0.24 | 0.31 | -0.4 | -0.2 | 0.34 | 0.12 | 0.37 | 0.41 | 0.08 | 0.09 | 0.25 | -0.07 | -0.28 | 0.18 | 0.36 | 0.0 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.03 | -0.02 | -0.05 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.03 | 0.02 | 0.02 | 0.0 | 0.02 | 0.03 | -0.01 | 0.03 | 0.04 | NA |
| Beta | NA | 1.0 | 0.96 | 0.97 | 0.99 | 0.99 | NA | NA | 0.94 | 0.95 | 0.98 | 0.97 | 1.01 | 1.03 | 0.99 | 1.0 | 0.96 | 0.9 | 0.95 | 0.95 | 0.91 | 0.96 | 0.99 | 0.95 | 0.92 | 0.92 | 0.93 | 0.97 | 0.94 | 0.93 | 0.9 | 0.93 | 0.91 | 0.81 | 0.96 | 0.93 | 0.95 | 0.85 | 0.8 | NA |
| RSquared | NA | 0.95 | 0.94 | 0.97 | 0.93 | 0.95 | NA | NA | 0.98 | 0.97 | 0.98 | 0.99 | 0.88 | 0.9 | 0.97 | 0.99 | 0.98 | 0.95 | 0.98 | 0.99 | 0.95 | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.98 | 0.98 | 0.97 | 0.96 | 0.97 | 0.81 | 0.91 | 0.74 | 0.89 | 0.76 | 0.39 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.6 | 3.8 | 1.7 | 4.0 | 5.6 | 4.7 | N/A | 5.0 | 3.5 | 2.6 | 0.1 | 0.2 | 0.6 | 9.8 | 5.9 | 5.3 | 14.3 | 13.9 | 5.1 | 11.9 | 9.1 | 0.1 | 1.1 | 2.0 | 1.5 | 16.7 | 14.3 | 6.1 | 4.1 | 2.7 | 2.6 | 2.6 | 4.6 | 3.8 | 4.1 | 3.1 | 0.7 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 28.6 | 848.2 | -74.6 | -54.0 | 9.9 | N/A | N/A | 35.2 | 42.9 | 2964.3 | -65.9 | -70.1 | -92.3 | 43.9 | 12.2 | -65.7 | -13.0 | 235.8 | -62.3 | 39.0 | 8328.0 | -87.4 | -28.4 | -19.7 | -93.8 | 38.3 | 158.8 | 92.6 | 107.4 | 9.5 | 4.7 | -28.7 | 9.6 | -31.9 | -62.5 | 458.4 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/26/1995
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See REAL ESTATE Asset Class Trend Rankings |
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Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
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- REM (iShares Mortgage Real Estate ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
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- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
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Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) 1.58% (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) 0.05% (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) 1.15% (99%)
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- PGZ (Principal Real Estate Income Closed Fund) 0.10% (94%)
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