Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IARFX (INVESCO REAL ESTATE FUND CLASS R6) | 14.18% | 11.32% | 8.20% | 1.70% | 4.97% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IARFX (INVESCO REAL ESTATE FUND CLASS R6) | 09/25/2012 | 06/10/2026 |
| 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 (%) | 3.26 | 11.32 | 8.20 | 1.70 | 4.97 | NA | NA | … | … | 14.18 | -5.08 | 2.19 | 9.28 | -24.54 | 41.50 | -10.57 | 28.33 | -5.20 | 8.96 | 5.91 | 2.16 | 28.68 | 2.27 | 2.62 |
| Sharpe Ratio | NA | 0.67 | 0.30 | -0.02 | 0.16 | NA | NA | … | … | 2.14 | -0.47 | -0.09 | 0.29 | -1.04 | 2.75 | -0.25 | 2.19 | -0.42 | 0.88 | 0.35 | 0.13 | 2.72 | 0.15 | 1.01 |
| Standard Deviation(%) | NA | 13.32 | 16.50 | 18.75 | 20.80 | NA | NA | … | … | 14.47 | 17.24 | 15.92 | 19.75 | 25.03 | 15.07 | 42.88 | 12.27 | 15.68 | 9.45 | 16.28 | 16.50 | 10.56 | 15.01 | 10.42 |
| Draw Down(%) | NA | 8.53 | 17.46 | 33.41 | 42.39 | NA | NA | … | … | 8.53 | 14.53 | 11.37 | 22.03 | 31.74 | 7.03 | 42.39 | 5.94 | 12.65 | 5.38 | 14.47 | 15.82 | 7.14 | 16.96 | 6.82 |
| Yield(%) | 0.00 | 5.42 | 4.85 | 5.04 | 6.42 | 6.77 | 5.08 | … | … | 0.00 | 6.20 | 4.73 | 3.83 | 7.77 | 8.25 | 6.50 | 11.23 | 7.05 | 6.58 | 15.17 | 15.01 | 6.42 | 13.09 | 8.33 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| IARFX (INVESCO REAL ESTATE FUND CLASS R6) |
-5.55%
Dec 2021 – Dec 2024 |
0.72%
Apr 2019 – Apr 2024 |
3.84%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARFX (INVESCO REAL ESTATE FUND CLASS R6) |
17.54%
Dec 2018 – Dec 2021 |
10.90%
Dec 2016 – Dec 2021 |
6.98%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart