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Invesco Oppenheimer Real Estate Fund Class A (OREAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.79+0.64 (+3.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return11.54%
5-year average return8.73%
Number of years up14
Number of years down3
Best 1-yr total return (3 Feb 2019)35.52%
Worst 1-yr total return (3 Feb 2019)-39.27%
Best 3-yr total return35.52%
Worst 3-yr total return-12.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOREAXCategory
YTD-24.65%20.43%
1-month-20.26%2.69%
3-month-24.65%11.34%
1-year-18.50%36.79%
3-year-2.63%10.81%
5-year-0.81%7.03%
10-year7.04%9.08%
Last bull market30.53%31.03%
Last bear market-17.05%-16.60%

Annual total return (%) history

Year
OREAXCategory
2020
N/A-4.49%
2019
25.93%27.28%
2018
-5.96%-5.97%
2017
4.06%6.22%
2016
6.07%6.89%
2015
2.39%2.41%
2014
31.40%28.03%
2013
2.84%1.55%
2012
15.65%17.60%
2011
8.12%7.51%
2010
27.18%27.08%
2009
29.97%31.26%
2008
-39.27%-39.55%
2007
-14.78%-14.66%
2006
35.52%33.58%
2005
14.14%11.51%
2004
36.30%32.02%
2003
39.72%36.80%
2002
N/A4.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.65%N/AN/AN/A
201916.42%1.11%6.91%0.06%
2018-6.60%6.47%1.55%-6.88%
20170.58%0.75%0.73%1.95%
20164.91%7.19%-1.86%-3.89%
20155.01%-10.73%2.53%6.53%
20149.53%6.94%-3.30%16.01%
20137.15%-2.87%-1.85%0.68%
201210.17%2.62%-0.11%2.41%
20117.02%3.83%-15.57%15.25%
20109.69%-4.25%12.76%7.39%
2009-31.79%31.64%32.81%8.99%
20080.00%-5.46%4.97%-38.81%
20073.32%-10.33%2.52%-10.27%
200614.85%-1.32%8.93%9.77%
2005-7.96%15.08%4.23%3.39%
200413.73%-6.46%7.85%18.80%
20031.02%14.05%10.37%9.87%
20025.94%-7.54%0.46%N/A

Rank in category (by total return)

YTD51
1-month56
3-month51
1-year55
3-year60
5-year65

Load adjusted returns

1-year-22.98%
3-year-4.45%
5-year-1.92%
10-year6.44%