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Invesco Real Estate R (IARRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.98-0.11 (-0.68%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.19%
5-year average return0.49%
Number of years up14
Number of years down5
Best 1-yr total return (27 May 2024)40.60%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return40.60%
Worst 3-yr total return-2.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIARRXCategory
YTD-9.69%20.43%
1-month-7.88%2.69%
3-month-4.44%11.34%
1-year-4.65%36.79%
3-year-4.05%10.81%
5-year0.09%7.03%
10-year3.89%9.08%
Last bull market17.75%31.03%
Last bear market-12.97%-16.60%

Annual total return (%) history

Year
IARRXCategory
2024
N/AN/A
2023
8.52%N/A
2022
-25.03%N/A
2021
40.60%N/A
2020
-10.99%-4.49%
2019
27.48%27.28%
2018
-5.89%-5.97%
2017
8.15%6.22%
2016
5.53%6.89%
2015
1.47%2.41%
2014
27.75%28.03%
2013
1.56%1.55%
2012
16.25%17.60%
2011
7.35%7.51%
2010
22.49%27.08%
2009
29.35%31.26%
2008
-36.60%-39.55%
2007
-15.16%-14.66%
2006
35.93%33.58%
2005
14.08%11.51%
2004
N/A32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.97%N/AN/AN/A
20232.11%-0.21%-8.55%16.45%
2022-6.22%-12.97%-10.91%3.11%
20218.32%11.99%0.50%15.34%
2020-24.46%12.99%-0.16%4.45%
201916.82%1.93%7.12%-0.06%
2018-5.79%6.80%0.04%-6.50%
20172.24%1.93%0.52%3.25%
20164.51%5.58%-0.62%-3.76%
20153.41%-9.39%1.94%6.23%
20148.23%7.17%-2.38%12.82%
20136.42%-1.87%-2.32%-0.44%
20129.87%2.98%0.65%2.08%
20115.62%3.50%-14.74%15.18%
20107.47%-4.68%12.92%5.88%
2009-27.95%25.46%31.87%8.51%
20082.10%-5.45%2.11%-35.67%
20073.91%-9.70%4.22%-13.24%
200614.39%0.37%7.86%9.77%
2005-7.33%13.60%4.13%4.07%
20048.13%17.00%N/AN/A

Rank in category (by total return)

YTD84
1-month71
3-month66
1-year95
3-year85
5-year85

Load adjusted returns

1-year-4.65%
3-year-4.05%
5-year0.09%
10-year3.89%