Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R6) | 4.51% | 6.74% | 6.02% | -0.53% | 2.45% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 6.74 | 6.02 | -0.53 | 2.45 | NA | NA | … | … | 4.51 | 6.07 | -1.32 | 9.20 | -24.86 | 25.76 | -12.06 | 23.13 | -5.85 | 13.03 | 1.69 | -0.95 | 14.79 | 3.02 | 6.63 |
| Sharpe Ratio | NA | 0.39 | 0.21 | -0.16 | 0.05 | NA | NA | … | … | 0.58 | 0.22 | -0.34 | 0.33 | -1.25 | 2.11 | -0.34 | 2.40 | -0.60 | 1.68 | 0.10 | -0.07 | 1.65 | 0.22 | 3.26 |
| Standard Deviation(%) | NA | 12.39 | 14.99 | 16.35 | 17.58 | NA | NA | … | … | 14.33 | 14.67 | 14.46 | 17.07 | 21.19 | 12.22 | 36.08 | 9.02 | 12.07 | 7.39 | 14.64 | 13.88 | 8.96 | 13.40 | 8.63 |
| Draw Down(%) | NA | 10.98 | 18.22 | 32.87 | 41.89 | NA | NA | … | … | 10.98 | 12.90 | 12.51 | 20.62 | 32.28 | 6.57 | 41.89 | 4.86 | 10.58 | 4.04 | 13.20 | 14.31 | 7.73 | 15.24 | 3.82 |
| Yield(%) | 0.00 | 2.10 | 2.39 | 3.45 | 4.84 | 4.63 | 3.47 | … | … | 0.00 | 2.96 | 2.29 | 2.41 | 9.16 | 3.54 | 4.32 | 13.06 | 10.06 | 3.42 | 3.84 | 2.32 | 3.76 | 2.68 | 2.90 |
Data as of 06/08/2026, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R6) |
-7.16%
Oct 2019 – Oct 2022 |
-2.18%
Dec 2019 – Dec 2024 |
1.02%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R6) |
10.84%
Dec 2018 – Dec 2021 |
7.70%
Dec 2016 – Dec 2021 |
4.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart