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Invesco Global Real Estate Income A (ASRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.94+0.04 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.94%
5-year average return0.33%
Number of years up14
Number of years down7
Best 1-yr total return (27 June 2024)33.99%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return33.99%
Worst 3-yr total return-3.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASRAXCategory
YTD-3.53%14.32%
1-month3.88%0.73%
3-month0.54%8.73%
1-year6.58%32.33%
3-year-2.84%7.75%
5-year0.69%6.57%
10-year2.54%6.49%
Last bull market14.48%23.44%
Last bear market-13.07%-20.52%

Annual total return (%) history

Year
ASRAXCategory
2024
N/AN/A
2023
11.87%N/A
2022
-20.93%N/A
2021
19.97%N/A
2020
-5.09%-5.43%
2019
18.68%23.45%
2018
-4.33%-7.11%
2017
8.77%15.12%
2016
4.96%1.97%
2015
-1.38%-0.92%
2014
14.29%11.67%
2013
-0.13%2.92%
2012
18.02%31.78%
2011
3.65%-10.10%
2010
18.70%17.22%
2009
33.99%37.01%
2008
-32.00%-46.63%
2007
-10.79%-7.68%
2006
27.95%39.00%
2005
1.90%13.40%
2004
23.02%35.79%
2003
50.99%41.26%
2002
N/A5.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.85%N/AN/AN/A
20232.56%0.41%-3.54%12.62%
2022-3.82%-13.07%-8.99%3.93%
20214.66%7.38%-0.79%7.61%
2020-22.73%8.74%3.75%8.87%
201911.56%1.22%3.16%1.88%
2018-2.41%3.00%-0.63%-4.22%
20172.44%2.03%1.67%2.35%
20164.46%2.80%1.31%-3.51%
20152.55%-3.77%-1.94%1.91%
20145.32%6.34%-2.64%4.82%
20135.16%-4.88%0.90%-1.05%
20127.21%2.13%4.75%2.89%
20114.29%2.52%-7.50%4.80%
20106.01%-2.19%10.66%3.45%
2009-16.85%22.42%24.14%6.04%
20082.22%-1.26%-8.04%-26.74%
20072.64%-3.38%-0.15%-9.91%
200611.72%-3.22%10.59%7.01%
2005-8.32%13.10%1.81%-3.47%
200412.69%-9.87%8.68%11.45%
20032.03%19.21%9.09%13.80%
2002-8.16%-0.91%N/AN/A

Rank in category (by total return)

YTD57
1-month60
3-month70
1-year83
3-year18
5-year48

Load adjusted returns

1-year0.72%
3-year-4.65%
5-year-0.45%
10-year1.96%