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Invesco Global Real Estate R5 (IGREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.50+0.07 (+0.83%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.48%
5-Year Average Return-1.67%
Number of Years Up11
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)31.32%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return31.32%
Worst 3-Yr Total Return-6.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIGREXCategory
YTD-4.25%14.32%
1-Month3.00%0.73%
3-Month1.03%8.73%
1-Year5.69%32.33%
3-Year-4.51%7.75%
5-Year-1.20%6.57%
10-Year1.77%6.49%
Last Bull Market18.94%23.44%
Last Bear Market-15.22%-20.52%

Annual Total Return (%) History

Year
IGREXCategory
2024
N/AN/A
2023
9.08%N/A
2022
-24.89%N/A
2021
25.76%N/A
2020
-12.14%-5.43%
2019
22.90%23.45%
2018
-5.92%-7.11%
2017
13.12%15.12%
2016
2.06%1.97%
2015
-1.10%-0.92%
2014
14.79%11.67%
2013
2.97%2.92%
2012
28.38%31.78%
2011
-6.51%-10.10%
2010
17.69%17.22%
2009
31.32%37.01%
2008
-44.68%-46.63%
2007
-5.10%-7.68%
2006
41.37%39.00%
2005
N/A13.40%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.79%N/AN/AN/A
20231.45%-0.23%-5.57%14.13%
2022-5.31%-15.22%-11.45%5.67%
20216.14%7.73%-0.38%10.41%
2020-27.58%9.50%2.86%7.72%
201915.01%0.55%2.92%3.26%
2018-2.70%2.79%-0.98%-5.00%
20173.18%2.98%2.60%3.76%
20163.95%2.74%1.85%-6.18%
20154.13%-5.75%-2.57%3.42%
20143.81%7.69%-3.75%6.68%
20135.25%-3.87%2.49%-0.69%
201212.54%2.00%5.09%6.42%
20111.99%3.62%-18.25%8.20%
20103.10%-8.69%18.78%5.25%
2009-20.58%29.88%22.21%4.16%
2008-4.54%-10.10%-8.72%-29.37%
20076.19%-6.56%6.17%-9.92%
200613.15%-0.17%9.30%14.50%
20056.30%6.22%N/AN/A

Rank In Category (By Total Return)

YTD83
1-Month82
3-Month43
1-Year88
3-Year59
5-Year77

Load Adjusted Returns

1-Year5.69%
3-Year-4.51%
5-Year-1.20%
10-Year1.77%