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Invesco Global Real Estate R6 (FGREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.51+0.03 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.22%
5-year average return-2.08%
Number of years up7
Number of years down4
Best 1-yr total return (2 July 2024)25.77%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return25.77%
Worst 3-yr total return-5.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFGREXCategory
YTD-4.45%14.32%
1-month-0.34%0.73%
3-month-3.71%8.73%
1-year3.03%32.33%
3-year-4.84%7.75%
5-year-1.62%6.57%
10-year1.67%6.49%
Last bull market19.00%23.44%
Last bear market-15.29%-20.52%

Annual total return (%) history

Year
FGREXCategory
2024
N/AN/A
2023
9.17%N/A
2022
-24.86%N/A
2021
25.77%N/A
2020
-12.06%-5.43%
2019
23.12%23.45%
2018
-5.85%-7.11%
2017
13.04%15.12%
2016
2.21%1.97%
2015
-0.96%-0.92%
2014
14.77%11.67%
2013
3.01%2.92%
2012
N/A31.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.77%-3.71%N/AN/A
20231.47%-0.22%-5.56%14.17%
2022-5.22%-15.29%-11.45%5.69%
20216.06%7.84%-0.44%10.45%
2020-27.64%9.65%2.88%7.74%
201915.13%0.57%2.94%3.28%
2018-2.61%2.81%-0.96%-5.07%
20173.12%3.01%2.62%3.70%
20163.96%2.76%1.87%-6.09%
20154.23%-5.74%-2.55%3.45%
20143.82%7.69%-3.73%6.63%
20135.26%-3.86%2.50%-0.68%
20126.43%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month69
3-month76
1-year80
3-year57
5-year79

Load adjusted returns

1-year3.03%
3-year-4.84%
5-year-1.62%
10-year1.67%