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Invesco Real Estate Y (IARYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.30-0.04 (-0.24%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.89%
5-year average return1.50%
Number of years up12
Number of years down3
Best 1-yr total return (25 June 2024)41.38%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return41.38%
Worst 3-yr total return-1.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIARYXCategory
YTD-4.95%20.43%
1-month5.10%2.69%
3-month-0.62%11.34%
1-year5.53%36.79%
3-year-2.26%10.81%
5-year1.44%7.03%
10-year4.62%9.08%
Last bull market18.02%31.03%
Last bear market-12.85%-16.60%

Annual total return (%) history

Year
IARYXCategory
2024
N/AN/A
2023
9.04%N/A
2022
-24.63%N/A
2021
41.38%N/A
2020
-10.59%-4.49%
2019
28.11%27.28%
2018
-5.39%-5.97%
2017
8.66%6.22%
2016
6.06%6.89%
2015
1.98%2.41%
2014
28.40%28.03%
2013
2.08%1.55%
2012
16.84%17.60%
2011
7.86%7.51%
2010
23.03%27.08%
2009
30.01%31.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.86%N/AN/AN/A
20232.20%-0.08%-8.46%16.66%
2022-6.13%-12.85%-10.77%3.25%
20218.53%12.11%0.63%15.48%
2020-24.35%13.10%-0.03%4.54%
201916.94%2.10%7.22%0.07%
2018-5.64%6.89%0.21%-6.39%
20172.32%2.10%0.65%3.33%
20164.64%5.72%-0.49%-3.65%
20153.54%-9.29%2.10%6.34%
20148.38%7.31%-2.25%12.94%
20136.61%-1.78%-2.20%-0.32%
201210.01%3.11%0.78%2.21%
20115.76%3.63%-14.64%15.30%
20107.54%-4.52%13.01%6.02%
2009-27.88%25.66%31.97%8.72%

Rank in category (by total return)

YTD82
1-month40
3-month36
1-year88
3-year73
5-year80

Load adjusted returns

1-year5.53%
3-year-2.26%
5-year1.44%
10-year4.62%