Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R) | 4.70% | 6.59% | 5.43% | -3.00% | 0.59% | 2.45% | 2.16% | … | … |
Data as of 06/08/2026, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R) | 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 (%) | -0.62 | 6.59 | 5.43 | -3.00 | 0.59 | 2.45 | 2.16 | … | … | 4.70 | 5.96 | -2.03 | 8.34 | -32.22 | 24.95 | -15.02 | 22.16 | -6.47 | 12.37 | 1.40 | -1.86 | 13.79 | 2.12 | 27.44 | -7.33 | 16.68 | 30.34 | -44.96 | -5.99 | 40.62 | 15.62 |
| Sharpe Ratio | NA | 0.37 | 0.17 | -0.31 | -0.05 | NA | NA | … | … | 0.61 | 0.22 | -0.60 | 0.24 | -1.44 | 2.05 | -0.42 | 2.28 | -0.66 | 1.58 | 0.08 | -0.14 | 1.54 | 0.15 | 2.10 | -0.29 | 0.80 | 0.75 | -0.90 | -0.41 | 3.22 | 2.42 |
| Standard Deviation(%) | NA | 12.44 | 15.01 | 16.93 | 17.88 | NA | NA | … | … | 14.38 | 14.70 | 14.39 | 17.07 | 23.35 | 12.15 | 36.26 | 9.10 | 11.90 | 7.46 | 14.67 | 13.95 | 8.94 | 13.53 | 13.14 | 25.40 | 20.77 | 40.26 | 50.93 | 22.16 | 11.65 | 9.84 |
| Draw Down(%) | NA | 10.83 | 18.58 | 39.81 | 41.91 | NA | NA | … | … | 10.83 | 12.99 | 12.67 | 21.05 | 33.42 | 6.63 | 41.91 | 4.91 | 11.08 | 4.11 | 12.98 | 14.72 | 7.78 | 15.29 | 9.15 | 23.55 | 14.10 | 36.00 | 60.42 | 19.05 | 8.84 | 6.10 |
| Yield(%) | 0.00 | 1.57 | 1.70 | 1.45 | 3.41 | 3.55 | 3.36 | … | … | 0.00 | 2.20 | 1.55 | 1.68 | 1.57 | 2.70 | 1.46 | 12.17 | 9.36 | 2.66 | 3.55 | 1.49 | 2.56 | 1.82 | 4.32 | 1.35 | 4.53 | 3.27 | 1.15 | 8.32 | 5.19 | 1.19 |
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 |
|---|---|---|---|---|
| RGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R) |
-21.22%
Feb 2006 – Feb 2009 |
-6.14%
May 2007 – May 2012 |
-0.89%
Oct 2013 – Oct 2023 |
-0.24%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R) |
28.90%
Feb 2009 – Feb 2012 |
21.14%
Feb 2009 – Feb 2014 |
12.70%
Feb 2009 – Feb 2019 |
6.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart