Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASRAX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS A) | 6.93% | 10.52% | 6.65% | 0.67% | 3.28% | 4.33% | 0.11% | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASRAX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS A) | 06/04/2002 | 06/05/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 10.52 | 6.65 | 0.67 | 3.28 | 4.33 | 0.11 | … | … | 6.93 | 7.09 | -2.67 | 11.90 | -20.93 | 19.97 | -5.09 | 18.68 | -4.32 | 8.76 | 4.97 | -1.38 | 14.30 | -0.14 | 18.02 | 3.65 | 18.72 | 33.98 | -32.69 | -50.61 | -0.80 | -12.64 | 12.28 | 38.97 | -10.28 |
| Sharpe Ratio | NA | 0.73 | 0.29 | -0.13 | 0.12 | NA | NA | … | … | 1.15 | 0.34 | -0.60 | 0.65 | -1.37 | 1.99 | -0.19 | 2.99 | -0.73 | 1.62 | 0.50 | -0.17 | 2.62 | -0.02 | 1.21 | 0.26 | 1.25 | 0.89 | -0.78 | -0.93 | -0.20 | -0.88 | 0.61 | 3.03 | -0.94 |
| Standard Deviation(%) | NA | 10.84 | 11.86 | 12.85 | 13.41 | NA | NA | … | … | 12.56 | 12.29 | 10.54 | 12.84 | 16.44 | 10.02 | 27.66 | 5.76 | 7.81 | 5.02 | 9.52 | 8.52 | 5.44 | 7.82 | 14.95 | 13.80 | 14.87 | 38.06 | 43.24 | 57.98 | 21.51 | 16.86 | 18.45 | 12.64 | 19.38 |
| Draw Down(%) | NA | 9.40 | 16.96 | 26.35 | 35.04 | NA | NA | … | … | 9.40 | 11.39 | 11.21 | 15.37 | 26.35 | 5.66 | 35.04 | 2.67 | 7.94 | 2.91 | 8.64 | 9.57 | 4.91 | 11.81 | 12.97 | 13.24 | 9.21 | 27.39 | 54.22 | 53.65 | 18.15 | 17.50 | 21.89 | 7.67 | 20.41 |
| Yield(%) | 0.00 | 1.98 | 2.99 | 2.25 | 3.35 | 4.15 | 1.73 | … | … | 0.00 | 2.85 | 3.37 | 3.20 | 1.84 | 2.26 | 2.16 | 9.14 | 3.26 | 3.61 | 4.55 | 5.38 | 5.17 | 5.38 | 6.66 | 4.19 | 4.19 | 4.05 | 3.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRAX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS A) |
-37.49%
Feb 2006 – Feb 2009 |
-24.70%
Feb 2004 – Feb 2009 |
-5.03%
Mar 2004 – Mar 2014 |
-2.53%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRAX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS A) |
30.00%
Feb 2009 – Feb 2012 |
20.76%
Feb 2009 – Feb 2014 |
12.55%
Feb 2009 – Feb 2019 |
8.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart