Invesco Gl Inc Real Estate Sec Z USD AD GI (LU1218206172)

9.16 -0.16 (-1.72%) USD  |  May 18 2026
More

LU1218206172 Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
View Historical Sortino (Since Inception) Chart
Start Trial

Historical Data

View Historical Data
Start Trial

Historical Sortino Ratio Definition

View Historical Sortino Ratio Definition
Start Trial

Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

Read full definition.

Historical Sortino (Since Inception) Range, Past 5 Years

View Historical Sortino (Since Inception) Range, Past 5 Years
Start Trial
--
Minimum
--
Maximum
--
Average
--
Median

Historical Sortino (Since Inception) Benchmarks

View Historical Sortino (Since Inception) Benchmarks
Start Trial
AB SICAV I-Global Real Estate Secs Pf A USD Upgrade
Janus Henderson Global Real Estate Eq Inc A2 USD Upgrade
Janus Henderson HF Global Property Eqs A3q USD Upgrade
Schroder ISF Global Cities A Acc USD Upgrade
Franklin Global Real Estate Fund A (acc) USD Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Alpha (vs YCharts Benchmark) (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade

Historical Sortino (Since Inception) Excel Add-In Codes

View Historical Sortino (Since Inception) Excel Add-In Codes
Start Trial
Metric Code: historical_sortino_all
Latest Data Point: =YCP("M:LU1218206172", "historical_sortino_all")
Last 5 Data Points: =YCS("M:LU1218206172", "historical_sortino_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.