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Invesco Oppenheimer Real Estate Fund Class R (ORENX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.66+0.64 (+3.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return11.51%
5-year average return8.46%
Number of years up13
Number of years down3
Best 1-yr total return (3 Feb 2019)35.14%
Worst 1-yr total return (3 Feb 2019)-39.41%
Best 3-yr total return35.14%
Worst 3-yr total return-12.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnORENXCategory
YTD-24.68%20.43%
1-month-20.26%2.69%
3-month-24.68%11.34%
1-year-18.69%36.79%
3-year-2.87%10.81%
5-year-1.05%7.03%
10-year6.78%9.08%
Last bull market30.34%31.03%
Last bear market-17.16%-16.60%

Annual total return (%) history

Year
ORENXCategory
2020
N/A-4.49%
2019
25.62%27.28%
2018
-6.21%-5.97%
2017
3.81%6.22%
2016
5.79%6.89%
2015
2.14%2.41%
2014
31.11%28.03%
2013
2.54%1.55%
2012
15.37%17.60%
2011
7.79%7.51%
2010
26.88%27.08%
2009
29.67%31.26%
2008
-39.41%-39.55%
2007
-15.01%-14.66%
2006
35.14%33.58%
2005
13.88%11.51%
2004
35.99%32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.68%N/AN/AN/A
201916.36%1.05%6.84%-0.01%
2018-6.67%6.40%1.50%-6.94%
20170.52%0.70%0.63%1.91%
20164.84%7.12%-1.90%-3.98%
20154.94%-10.76%2.43%6.49%
20149.47%6.91%-3.37%15.94%
20137.08%-2.95%-1.88%0.57%
201210.10%2.57%-0.17%2.34%
20116.92%3.74%-15.63%15.18%
20109.60%-4.33%12.73%7.35%
2009-31.82%31.61%32.57%9.01%
2008-0.05%-5.48%4.90%-38.86%
20073.24%-10.35%2.42%-10.34%
200614.78%-1.38%8.85%9.68%
2005-8.02%14.98%4.23%3.30%
200413.65%-6.48%7.78%18.70%

Rank in category (by total return)

YTD51
1-month57
3-month51
1-year56
3-year61
5-year68

Load adjusted returns

1-year-18.69%
3-year-2.87%
5-year-1.05%
10-year6.78%