Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) | 4.51% | 7.51% | 6.31% | -2.33% | 1.29% | 3.14% | 2.75% | … | … |
Data as of 06/05/2026, Common starting date is 05/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) | 05/17/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.96 | 7.51 | 6.31 | -2.33 | 1.29 | 3.14 | 2.75 | … | … | 4.51 | 5.70 | -1.50 | 9.08 | -31.76 | 25.76 | -14.51 | 22.91 | -5.92 | 13.12 | 2.07 | -1.09 | 14.81 | 2.98 | 28.39 | -6.51 | 17.69 | 31.34 | -44.51 | -5.38 | 41.37 | 16.59 |
| Sharpe Ratio | NA | 0.39 | 0.20 | -0.27 | -0.02 | NA | NA | … | … | 0.57 | 0.22 | -0.56 | 0.29 | -1.42 | 2.13 | -0.41 | 2.37 | -0.62 | 1.67 | 0.13 | -0.08 | 1.65 | 0.22 | 2.19 | -0.26 | 0.85 | 0.77 | -0.89 | -0.38 | 3.28 | 2.58 |
| Standard Deviation(%) | NA | 12.52 | 14.99 | 16.92 | 17.86 | NA | NA | … | … | 14.48 | 14.65 | 14.42 | 16.96 | 23.38 | 12.06 | 36.24 | 9.07 | 11.77 | 7.49 | 14.66 | 13.96 | 8.96 | 13.38 | 13.08 | 25.28 | 20.81 | 40.33 | 50.98 | 22.20 | 11.67 | 9.85 |
| Draw Down(%) | NA | 10.98 | 18.24 | 39.07 | 41.84 | NA | NA | … | … | 10.98 | 12.90 | 12.52 | 20.66 | 32.97 | 6.52 | 41.84 | 4.86 | 10.57 | 4.12 | 12.77 | 14.33 | 7.67 | 15.25 | 8.97 | 23.25 | 14.11 | 35.91 | 60.23 | 18.58 | 8.77 | 6.07 |
| Yield(%) | 0.00 | 2.07 | 2.35 | 1.96 | 3.98 | 4.28 | 3.91 | … | … | 0.00 | 2.89 | 2.22 | 2.32 | 2.11 | 3.44 | 1.99 | 12.95 | 9.97 | 3.34 | 4.32 | 2.26 | 3.69 | 2.64 | 5.27 | 2.09 | 5.30 | 4.16 | 1.77 | 9.05 | 5.89 | 1.48 |
Data as of 06/05/2026, Common starting date is 05/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) |
-20.68%
Feb 2006 – Feb 2009 |
-5.38%
May 2007 – May 2012 |
-0.23%
Oct 2013 – Oct 2023 |
0.50%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) |
29.96%
Feb 2009 – Feb 2012 |
22.14%
Feb 2009 – Feb 2014 |
13.56%
Feb 2009 – Feb 2019 |
7.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart