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Invesco Global Real Estate Income R6 (ASRFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.10-0.01 (-0.12%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.59%
5-Year Average Return1.23%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (May 19, 2024)20.45%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return20.45%
Worst 3-Yr Total Return-3.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnASRFXCategory
YTD-7.04%14.32%
1-Month-5.27%0.73%
3-Month-3.71%8.73%
1-Year-0.67%32.33%
3-Year-3.20%7.75%
5-Year0.39%6.57%
10-Year2.79%6.49%
Last Bull Market14.60%23.44%
Last Bear Market-13.10%-20.52%

Annual Total Return (%) History

Year
ASRFXCategory
2024
N/AN/A
2023
12.34%N/A
2022
-20.63%N/A
2021
20.45%N/A
2020
-4.69%-5.43%
2019
19.20%23.45%
2018
-3.91%-7.11%
2017
9.23%15.12%
2016
5.40%1.97%
2015
-1.10%-0.92%
2014
14.89%11.67%
2013
0.40%2.92%
2012
N/A31.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.87%N/AN/AN/A
20232.66%0.50%-3.44%12.75%
2022-3.74%-13.10%-8.80%4.04%
20214.64%7.61%-0.81%7.83%
2020-22.65%8.86%3.86%8.99%
201911.71%1.33%3.26%1.98%
2018-2.31%3.11%-0.40%-4.22%
20172.66%2.03%1.78%2.46%
20164.57%2.90%1.42%-3.42%
20152.65%-3.68%-1.84%1.90%
20145.43%6.45%-2.44%4.92%
20135.28%-4.68%1.12%-1.07%
20122.99%N/AN/AN/A

Rank In Category (By Total Return)

YTD59
1-Month23
3-Month81
1-Year48
3-Year13
5-Year38

Load Adjusted Returns

1-Year-0.67%
3-Year-3.20%
5-Year0.39%
10-Year2.79%