Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARGYX (INVESCO GLOBAL REAL ESTATE FUND CLASS Y) | 4.49% | 6.79% | 5.85% | -2.59% | 1.06% | 2.93% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARGYX (INVESCO GLOBAL REAL ESTATE FUND CLASS Y) | 10/10/2008 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 6.79 | 5.85 | -2.59 | 1.06 | 2.93 | NA | … | … | 4.49 | 5.99 | -1.53 | 8.90 | -31.84 | 25.50 | -14.55 | 22.79 | -6.07 | 13.02 | 1.83 | -1.37 | 14.41 | 2.63 | 28.05 | -6.84 | 17.79 | 30.96 | -11.21 |
| Sharpe Ratio | NA | 0.38 | 0.20 | -0.28 | -0.03 | NA | NA | … | … | 0.57 | 0.22 | -0.36 | 0.31 | -1.43 | 2.11 | -0.41 | 2.34 | -0.63 | 1.67 | 0.11 | -0.10 | 1.62 | 0.19 | 2.16 | -0.27 | 0.85 | 0.78 | -0.48 |
| Standard Deviation(%) | NA | 12.51 | 14.96 | 16.90 | 17.87 | NA | NA | … | … | 14.48 | 14.63 | 14.43 | 16.93 | 23.37 | 12.06 | 36.28 | 9.09 | 11.83 | 7.45 | 14.71 | 13.99 | 8.90 | 13.44 | 13.07 | 25.43 | 20.74 | 39.73 | 86.88 |
| Draw Down(%) | NA | 10.94 | 18.28 | 39.24 | 41.92 | NA | NA | … | … | 10.94 | 12.89 | 12.56 | 20.77 | 33.04 | 6.59 | 41.92 | 4.84 | 10.70 | 4.03 | 12.87 | 14.51 | 7.73 | 15.23 | 9.05 | 23.37 | 14.08 | 35.87 | 39.47 |
| Yield(%) | 0.00 | 1.95 | 2.18 | 1.83 | 3.83 | 4.07 | 4.52 | … | … | 0.00 | 2.74 | 2.06 | 2.18 | 2.00 | 3.27 | 1.89 | 12.77 | 9.86 | 3.19 | 4.07 | 1.98 | 3.25 | 2.31 | 4.89 | 1.84 | 5.42 | 3.79 | 0.54 |
Data as of 06/08/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARGYX (INVESCO GLOBAL REAL ESTATE FUND CLASS Y) |
-9.92%
Dec 2019 – Dec 2022 |
-4.75%
Dec 2019 – Dec 2024 |
-0.40%
Oct 2013 – Oct 2023 |
2.88%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARGYX (INVESCO GLOBAL REAL ESTATE FUND CLASS Y) |
29.70%
Feb 2009 – Feb 2012 |
21.82%
Feb 2009 – Feb 2014 |
13.30%
Feb 2009 – Feb 2019 |
7.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart