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Invesco Real Estate R6 (IARFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.41-0.05 (-0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.79%
5-year average return1.08%
Number of years up8
Number of years down3
Best 1-yr total return (17 Jun 2024)41.60%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return41.60%
Worst 3-yr total return-1.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIARFXCategory
YTD-4.78%20.43%
1-month5.16%2.69%
3-month-0.57%11.34%
1-year5.76%36.79%
3-year-2.07%10.81%
5-year1.65%7.03%
10-year4.84%9.08%
Last bull market18.09%31.03%
Last bear market-12.86%-16.60%

Annual total return (%) history

Year
IARFXCategory
2024
N/AN/A
2023
9.21%N/A
2022
-24.49%N/A
2021
41.60%N/A
2020
-10.32%-4.49%
2019
28.32%27.28%
2018
-5.20%-5.97%
2017
8.96%6.22%
2016
6.28%6.89%
2015
2.16%2.41%
2014
28.68%28.03%
2013
2.27%1.55%
2012
N/A17.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.74%N/AN/AN/A
20232.25%-0.04%-8.42%16.67%
2022-6.05%-12.86%-10.73%3.31%
20218.54%12.17%0.67%15.53%
2020-24.32%13.17%0.06%4.66%
201917.03%2.10%7.32%0.07%
2018-5.64%7.01%0.20%-6.31%
20172.44%2.11%0.71%3.43%
20164.69%5.82%-0.49%-3.60%
20153.59%-9.25%2.16%6.37%
20148.44%7.37%-2.20%13.01%
20136.64%-1.71%-2.12%-0.30%
20122.26%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month38
3-month35
1-year86
3-year69
5-year79

Load adjusted returns

1-year5.76%
3-year-2.07%
5-year1.65%
10-year4.84%