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Invesco Global Real Estate C (CGREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.56+0.04 (+0.47%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-5.53%
5-Year Average Return-2.92%
Number of Years Up11
Number of Years Down7
Best 1 Yr Total Return (Jun 30, 2024)29.57%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return29.57%
Worst 3-Yr Total Return-7.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCGREXCategory
YTD-4.59%14.32%
1-Month2.98%0.73%
3-Month0.86%8.73%
1-Year4.70%32.33%
3-Year-5.58%7.75%
5-Year-2.30%6.57%
10-Year0.60%6.49%
Last Bull Market18.26%23.44%
Last Bear Market-15.55%-20.52%

Annual Total Return (%) History

Year
CGREXCategory
2024
N/AN/A
2023
7.87%N/A
2022
-25.78%N/A
2021
24.29%N/A
2020
-13.14%-5.43%
2019
21.64%23.45%
2018
-7.00%-7.11%
2017
11.89%15.12%
2016
0.82%1.97%
2015
-2.34%-0.92%
2014
13.23%11.67%
2013
1.68%2.92%
2012
26.70%31.78%
2011
-7.73%-10.10%
2010
16.14%17.22%
2009
29.57%37.01%
2008
-45.35%-46.63%
2007
-6.22%-7.68%
2006
39.79%39.00%
2005
N/A13.40%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.05%N/AN/AN/A
20231.25%-0.51%-5.92%13.83%
2022-5.53%-15.55%-11.65%5.31%
20215.80%7.46%-0.74%10.13%
2020-27.80%9.26%2.56%7.36%
201914.79%0.21%2.63%3.04%
2018-2.95%2.50%-1.24%-5.34%
20172.85%2.69%2.31%3.56%
20163.62%2.42%1.60%-6.51%
20153.85%-6.03%-2.94%3.10%
20143.45%7.32%-4.07%6.31%
20134.90%-4.21%2.25%-1.04%
201212.25%1.58%4.85%5.98%
20111.67%3.39%-18.61%7.83%
20102.79%-8.95%18.39%4.81%
2009-20.81%29.32%21.83%3.86%
2008-4.83%-10.31%-9.01%-29.64%
20075.96%-6.86%5.91%-10.28%
200612.77%-0.29%8.98%14.08%
20056.14%5.96%N/AN/A

Rank In Category (By Total Return)

YTD92
1-Month83
3-Month51
1-Year92
3-Year74
5-Year90

Load Adjusted Returns

1-Year3.70%
3-Year-5.58%
5-Year-2.30%
10-Year0.60%