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Invesco Real Estate A (IARAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
16.81+0.42 (+2.56%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.61%
5-Year Average Return1.99%
Number of Years Up20
Number of Years Down7
Best 1 Yr Total Return (Mar 26, 2024)40.99%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return40.99%
Worst 3-Yr Total Return-1.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIARAXCategory
YTD-4.35%20.43%
1-Month1.23%2.69%
3-Month2.90%11.34%
1-Year0.71%36.79%
3-Year2.27%10.81%
5-Year2.41%7.03%
10-Year5.12%9.08%
Last Bull Market38.95%31.03%
Last Bear Market-12.94%-16.60%

Annual Total Return (%) History

Year
IARAXCategory
2023
8.75%N/A
2022
-24.80%N/A
2021
40.99%N/A
2020
-10.77%-4.49%
2019
27.78%27.28%
2018
-5.66%-5.97%
2017
8.43%6.22%
2016
5.80%6.89%
2015
1.72%2.41%
2014
28.12%28.03%
2013
1.79%1.55%
2012
16.55%17.60%
2011
7.58%7.51%
2010
22.79%27.08%
2009
29.69%31.26%
2008
-36.40%-39.55%
2007
-14.97%-14.66%
2006
36.26%33.58%
2005
14.23%11.51%
2004
36.01%32.02%
2003
39.21%36.80%
2002
8.77%4.54%
2001
10.27%10.00%
2000
29.12%27.02%
1999
-2.88%-2.76%
1998
-22.54%-15.59%
1997
19.63%22.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.12%-0.15%-8.51%16.57%
2022-6.13%-12.94%-10.87%3.24%
20218.40%12.03%0.61%15.39%
2020-24.40%13.02%-0.04%4.47%
201916.92%1.99%7.15%-0.00%
2018-5.74%6.87%0.10%-6.45%
20172.31%1.99%0.59%3.31%
20164.58%5.65%-0.55%-3.71%
20153.48%-9.34%2.04%6.27%
20148.36%7.24%-2.32%12.87%
20136.54%-1.85%-2.26%-0.41%
20129.94%3.05%0.71%2.15%
20115.64%3.61%-14.69%15.21%
20107.48%-4.57%13.00%5.95%
2009-27.93%25.57%31.97%8.58%
20082.20%-5.40%2.18%-35.62%
20073.98%-9.65%4.31%-13.23%
200614.46%0.47%7.90%9.82%
2005-7.29%13.60%4.16%4.13%
200412.41%-4.44%8.12%17.10%
20032.45%11.59%10.04%10.65%
20028.53%5.95%-6.31%0.96%
2001-2.60%9.84%-0.16%3.24%
20003.72%12.28%7.55%3.10%
1999-5.50%11.33%-7.25%-0.47%
1998-0.38%-6.32%-15.42%-1.87%
19970.17%4.50%14.72%-0.38%

Rank In Category (By Total Return)

YTD83
1-Month70
3-Month86
1-Year85
3-Year73
5-Year83

Load Adjusted Returns

1-Year-4.83%
3-Year0.36%
5-Year1.26%
10-Year4.53%