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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% -0.09% 13.52M 4495.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.74% 132.0% 2.776M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation and current income. The Fund seeks to invest at least 80% of the value of its net assets in exchange-traded equity securities of "real assets" companies in which the Fund invests are located in North America and must meet high environmental, social and governance standards.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Real Return Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Real Return Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
--
--
--
--
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--
Total Return (NAV)
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--
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--
--
--
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Peer Group Rtn. (NAV)
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--
--
--
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--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
36.16%
-10.00%
9.14%
13.06%
10.27%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
19.32%
--
--
--
--
7.52%
18.92%
7.05%
7.31%
--
--
--
--
4.03%
11.33%
7.30%
32.71%
--
--
--
--
--
--
5.56%
12.83%
--
--
--
--
2.00%
14.07%
4.78%
10.20%
As of December 29, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash -11.95%
Stock 108.5%
Bond 0.14%
Convertible 0.00%
Preferred 0.00%
Other 3.27%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation and current income. The Fund seeks to invest at least 80% of the value of its net assets in exchange-traded equity securities of "real assets" companies in which the Fund invests are located in North America and must meet high environmental, social and governance standards.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Real Return Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Real Return Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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