Invesco Real Estate A (IARAX)

21.22 +0.18 (+0.86%) USD  |  Aug 09 2022

IARAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Invesco Real Estate A
16.55%
1.79%
28.12%
1.72%
5.80%
8.43%
-5.66%
27.78%
-10.77%
40.99%
-11.52%
MSCI World Net Total Return
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-14.26%
Cohen & Steers Real Estate Securities A
17.03%
4.44%
32.13%
7.35%
7.75%
7.78%
-4.56%
31.17%
-2.01%
41.68%
-13.41%
Dunham Real Estate Stock A
18.46%
2.64%
30.73%
1.82%
6.02%
3.99%
-6.60%
27.03%
20.45%
9.73%
-23.09%
West Loop Realty A
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30.32%
4.34%
7.79%
7.02%
-9.22%
29.66%
-3.25%
39.41%
-12.27%
Altegris/AACA Opportunistic Real Estt A
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-0.60%
12.74%
23.60%
-18.40%
46.08%
28.16%
8.58%
-23.28%
As of August 09, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Real Estate A
7.23%
5.38%
-4.16%
-0.95%
4.76%
6.85%
7.69%
5.90%
9.90%
10.00%
MSCI World Net Total Return
5.45%
3.09%
-11.39%
-10.06%
10.41%
8.78%
9.95%
5.92%
8.21%
7.45%
Cohen & Steers Real Estate Securities A
7.16%
5.45%
-6.45%
-2.98%
7.90%
9.24%
10.28%
8.12%
10.05%
9.53%
Dunham Real Estate Stock A
5.80%
3.16%
-14.89%
-22.28%
1.92%
4.44%
6.48%
5.05%
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5.93%
West Loop Realty A
6.37%
3.41%
-4.20%
-3.41%
7.68%
7.95%
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9.50%
Altegris/AACA Opportunistic Real Estt A
5.74%
3.99%
-14.39%
-22.05%
4.62%
7.52%
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9.85%
As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022