Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IARAX (INVESCO REAL ESTATE FUND CLASS A) | 11.62% | 9.29% | 6.79% | 4.08% | 6.51% | 7.67% | 6.39% | … | … |
Data as of 06/08/2026, Common starting date is 03/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IARAX (INVESCO REAL ESTATE FUND CLASS A) | 03/24/1997 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 9.29 | 6.79 | 4.08 | 6.51 | 7.67 | 6.39 | … | … | 11.62 | -0.20 | 1.74 | 8.81 | -17.19 | 48.25 | -5.27 | 27.80 | -5.67 | 8.44 | 5.82 | 1.69 | 28.07 | 1.82 | 16.58 | 7.59 | 22.79 | 29.59 | -36.27 | -15.53 | 36.17 | 14.23 | 35.25 | 39.48 | 8.78 | 10.28 | 29.13 | -2.88 | -22.53 | 17.88 |
| Sharpe Ratio | NA | 0.64 | 0.28 | 0.12 | 0.24 | NA | NA | … | … | 2.13 | -0.19 | -0.12 | 0.26 | -0.70 | 3.14 | -0.13 | 2.14 | -0.45 | 0.83 | 0.34 | 0.10 | 2.64 | 0.12 | 1.23 | 0.26 | 0.88 | 0.48 | -0.53 | -0.75 | 2.37 | 0.82 | 2.12 | 3.54 | 0.56 | 0.81 | 2.29 | -0.60 | -1.73 | 2.12 |
| Standard Deviation(%) | NA | 13.31 | 16.45 | 19.18 | 20.94 | NA | NA | … | … | 14.43 | 16.34 | 15.92 | 19.75 | 26.58 | 15.36 | 42.62 | 12.30 | 15.70 | 9.44 | 16.33 | 16.46 | 10.63 | 15.05 | 13.53 | 28.67 | 25.84 | 61.39 | 69.64 | 24.95 | 13.89 | 14.67 | 16.16 | 10.95 | 13.68 | 9.81 | 10.90 | 10.41 | 15.01 | 9.39 |
| Draw Down(%) | NA | 8.46 | 17.70 | 31.97 | 42.38 | NA | NA | … | … | 8.46 | 14.55 | 11.45 | 22.27 | 31.97 | 7.04 | 42.38 | 5.99 | 12.71 | 5.38 | 14.29 | 16.04 | 7.17 | 17.02 | 9.26 | 21.95 | 16.22 | 38.13 | 60.74 | 27.16 | 8.13 | 10.56 | 17.18 | 5.61 | 14.60 | 9.62 | 8.37 | 19.03 | 31.50 | 7.62 |
| Yield(%) | 0.00 | 5.12 | 4.40 | 7.19 | 7.65 | 8.33 | 6.52 | … | … | 0.00 | 5.74 | 4.28 | 3.38 | 14.09 | 14.20 | 10.97 | 10.66 | 6.60 | 6.08 | 15.06 | 14.55 | 5.88 | 12.62 | 9.57 | 0.82 | 1.94 | 2.79 | 2.20 | 17.43 | 15.17 | 6.86 | 4.67 | 3.54 | 3.27 | 3.36 | 5.44 | 4.50 | 4.76 | 8.07 |
Data as of 06/08/2026, Common starting date is 03/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARAX (INVESCO REAL ESTATE FUND CLASS A) |
-22.75%
Feb 2006 – Feb 2009 |
-6.22%
Mar 2004 – Mar 2009 |
3.39%
Jan 2007 – Jan 2017 |
4.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARAX (INVESCO REAL ESTATE FUND CLASS A) |
37.98%
Feb 2009 – Feb 2012 |
27.92%
Jan 2002 – Jan 2007 |
16.70%
Feb 2009 – Feb 2019 |
13.51%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart