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Invesco Oppenheimer Real Estate Fund Class C (ORECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.09+0.62 (+3.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return11.47%
5-year average return7.92%
Number of years up13
Number of years down3
Best 1-yr total return (3 Feb 2019)34.49%
Worst 1-yr total return (3 Feb 2019)-39.70%
Best 3-yr total return34.49%
Worst 3-yr total return-13.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnORECXCategory
YTD-24.78%20.43%
1-month-20.31%2.69%
3-month-24.78%11.34%
1-year-19.09%36.79%
3-year-3.35%10.81%
5-year-1.55%7.03%
10-year6.24%9.08%
Last bull market29.94%31.03%
Last bear market-17.31%-16.60%

Annual total return (%) history

Year
ORECXCategory
2020
N/A-4.49%
2019
24.97%27.28%
2018
-6.67%-5.97%
2017
3.28%6.22%
2016
5.26%6.89%
2015
1.64%2.41%
2014
30.42%28.03%
2013
2.04%1.55%
2012
14.80%17.60%
2011
7.29%7.51%
2010
26.17%27.08%
2009
29.04%31.26%
2008
-39.70%-39.55%
2007
-15.44%-14.66%
2006
34.49%33.58%
2005
13.30%11.51%
2004
35.26%32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.78%N/AN/AN/A
201916.18%0.96%6.67%-0.11%
2018-6.78%6.28%1.32%-7.03%
20170.37%0.58%0.52%1.77%
20164.70%6.99%-2.03%-4.09%
20154.82%-10.87%2.30%6.34%
20149.33%6.73%-3.43%15.75%
20136.98%-3.08%-2.03%0.46%
20129.98%2.44%-0.29%2.20%
20116.78%3.67%-15.74%15.02%
20109.41%-4.45%12.63%7.15%
2009-31.95%31.43%32.51%8.89%
2008-0.15%-5.63%4.79%-38.92%
20073.12%-10.48%2.28%-10.44%
200614.64%-1.50%8.72%9.56%
2005-8.16%14.93%4.06%3.16%
200413.49%-6.61%7.66%18.54%

Rank in category (by total return)

YTD53
1-month57
3-month53
1-year58
3-year66
5-year77

Load adjusted returns

1-year-19.86%
3-year-3.35%
5-year-1.55%
10-year6.24%