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Invesco Global Real Estate Fund (RGREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.69-0.08 (-0.91%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.49%
5-year average return-1.86%
Number of years up11
Number of years down7
Best 1-yr total return (21 May 2024)30.33%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return30.33%
Worst 3-yr total return-6.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRGREXCategory
YTD-7.15%14.32%
1-month-6.28%0.73%
3-month-2.63%8.73%
1-year-2.73%32.33%
3-year-5.52%7.75%
5-year-2.56%6.57%
10-year1.11%6.49%
Last bull market18.46%23.44%
Last bear market-15.46%-20.52%

Annual total return (%) history

Year
RGREXCategory
2024
N/AN/A
2023
8.33%N/A
2022
-25.42%N/A
2021
24.95%N/A
2020
-12.68%-5.43%
2019
22.17%23.45%
2018
-6.46%-7.11%
2017
12.37%15.12%
2016
1.40%1.97%
2015
-1.86%-0.92%
2014
13.78%11.67%
2013
2.11%2.92%
2012
27.44%31.78%
2011
-7.34%-10.10%
2010
16.69%17.22%
2009
30.33%37.01%
2008
-45.11%-46.63%
2007
-5.72%-7.68%
2006
40.61%39.00%
2005
N/A13.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.93%N/AN/AN/A
20231.39%-0.51%-5.70%13.87%
2022-5.43%-15.46%-11.55%5.46%
20215.94%7.61%-0.61%10.29%
2020-27.71%9.41%2.69%7.51%
201914.85%0.40%2.76%3.10%
2018-2.76%2.56%-1.12%-5.15%
20172.98%2.82%2.43%3.61%
20163.83%2.55%1.66%-6.32%
20153.99%-5.92%-2.75%3.15%
20143.58%7.46%-3.94%6.42%
20135.03%-4.07%2.28%-0.91%
201212.39%1.79%4.88%6.20%
20111.81%3.43%-18.50%7.97%
20102.91%-8.83%18.40%5.05%
2009-20.72%29.48%22.09%3.98%
2008-4.71%-10.26%-8.89%-29.55%
20076.07%-6.71%5.97%-10.09%
200613.01%-0.25%9.13%14.30%
20056.17%6.09%N/AN/A

Rank in category (by total return)

YTD66
1-month55
3-month45
1-year82
3-year65
5-year85

Load adjusted returns

1-year-2.73%
3-year-5.52%
5-year-2.56%
10-year1.11%