Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS A) | 4.59% | 6.69% | 5.64% | -2.80% | 0.83% | 2.69% | 2.41% | … | … |
Data as of 06/08/2026, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS A) | 05/18/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 6.69 | 5.64 | -2.80 | 0.83 | 2.69 | 2.41 | … | … | 4.59 | 6.02 | -1.78 | 8.61 | -32.04 | 25.27 | -14.79 | 22.47 | -6.16 | 12.65 | 1.57 | -1.61 | 14.15 | 2.38 | 27.74 | -7.09 | 16.98 | 30.65 | -44.78 | -5.82 | 40.97 | 15.76 |
| Sharpe Ratio | NA | 0.37 | 0.18 | -0.29 | -0.04 | NA | NA | … | … | 0.60 | 0.22 | -0.58 | 0.26 | -1.43 | 2.08 | -0.41 | 2.33 | -0.48 | 1.61 | 0.09 | -0.12 | 1.58 | 0.17 | 2.14 | -0.28 | 0.81 | 0.76 | -0.89 | -0.40 | 3.25 | 2.43 |
| Standard Deviation(%) | NA | 12.34 | 15.01 | 16.95 | 18.19 | NA | NA | … | … | 14.28 | 14.69 | 14.43 | 17.09 | 23.38 | 12.13 | 36.31 | 9.06 | 15.75 | 7.50 | 14.66 | 13.94 | 8.93 | 13.50 | 13.04 | 25.42 | 20.83 | 40.00 | 50.95 | 22.17 | 11.67 | 9.93 |
| Draw Down(%) | NA | 10.91 | 18.43 | 39.54 | 41.90 | NA | NA | … | … | 10.91 | 12.94 | 12.56 | 20.91 | 33.24 | 6.57 | 41.90 | 4.84 | 15.43 | 4.11 | 12.86 | 14.61 | 7.65 | 15.30 | 9.06 | 23.51 | 14.10 | 35.87 | 60.37 | 18.85 | 8.77 | 6.13 |
| Yield(%) | 0.00 | 1.76 | 1.94 | 1.64 | 3.62 | 3.81 | 3.59 | … | … | 0.00 | 2.47 | 1.80 | 1.92 | 1.78 | 3.00 | 1.67 | 12.47 | 9.62 | 2.92 | 3.81 | 1.74 | 2.91 | 2.06 | 4.59 | 1.59 | 4.80 | 3.53 | 1.35 | 8.56 | 5.48 | 1.33 |
Data as of 06/08/2026, Common starting date is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS A) |
-21.02%
Feb 2006 – Feb 2009 |
-5.90%
May 2007 – May 2012 |
-0.64%
Oct 2013 – Oct 2023 |
0.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS A) |
29.27%
Feb 2009 – Feb 2012 |
21.46%
Feb 2009 – Feb 2014 |
12.99%
Feb 2009 – Feb 2019 |
7.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart