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Invesco Global Real Estate R6 (FGREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.49+0.07 (+0.83%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.45%
5-Year Average Return-1.62%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)25.77%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return25.77%
Worst 3-Yr Total Return-5.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFGREXCategory
YTD-4.13%14.32%
1-Month3.13%0.73%
3-Month1.16%8.73%
1-Year5.89%32.33%
3-Year-4.43%7.75%
5-Year-1.12%6.57%
10-Year1.85%6.49%
Last Bull Market19.00%23.44%
Last Bear Market-15.29%-20.52%

Annual Total Return (%) History

Year
FGREXCategory
2024
N/AN/A
2023
9.17%N/A
2022
-24.86%N/A
2021
25.77%N/A
2020
-12.06%-5.43%
2019
23.12%23.45%
2018
-5.85%-7.11%
2017
13.04%15.12%
2016
2.21%1.97%
2015
-0.96%-0.92%
2014
14.77%11.67%
2013
3.01%2.92%
2012
N/A31.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.77%N/AN/AN/A
20231.47%-0.22%-5.56%14.17%
2022-5.22%-15.29%-11.45%5.69%
20216.06%7.84%-0.44%10.45%
2020-27.64%9.65%2.88%7.74%
201915.13%0.57%2.94%3.28%
2018-2.61%2.81%-0.96%-5.07%
20173.12%3.01%2.62%3.70%
20163.96%2.76%1.87%-6.09%
20154.23%-5.74%-2.55%3.45%
20143.82%7.69%-3.73%6.63%
20135.26%-3.86%2.50%-0.68%
20126.43%N/AN/AN/A

Rank In Category (By Total Return)

YTD82
1-Month81
3-Month41
1-Year87
3-Year55
5-Year76

Load Adjusted Returns

1-Year5.89%
3-Year-4.43%
5-Year-1.12%
10-Year1.85%