AGREX - Invesco Global Real Estate A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return12.66%
5-Year Average Return5.64%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Dec 30, 2017)40.96%
Worst 1 Yr Total Return (Dec 30, 2017)-44.93%
Best 3-Yr Total Return40.96%
Worst 3-Yr Total Return-12.08%

Trailing Returns (%) Vs. Benchmarks

ReturnAGREXCategory
YTD12.66%15.12%
1-Month1.31%1.98%
3-Month3.67%4.45%
1-Year12.66%15.12%
3-Year4.03%5.22%
5-Year5.64%6.13%
10-Year2.77%3.04%
Last Bull Market23.90%22.86%
Last Bear Market-20.06%-20.51%

Annual Total Return (%) History

Year
AGREXCategory
2017
12.66%15.12%
2016
1.57%1.97%
2015
-1.61%-0.92%
2014
14.15%11.67%
2013
2.38%2.92%
2012
27.75%31.78%
2011
-7.09%-10.10%
2010
16.97%17.22%
2009
30.65%37.01%
2008
-44.93%-46.63%
2007
-5.54%-7.68%
2006
40.96%39.00%
2005
N/A13.40%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.05%2.88%2.50%3.67%
20163.81%2.62%1.73%-6.27%
20153.98%-5.87%-2.69%3.30%
20143.65%7.61%-3.95%6.55%
20135.10%-4.01%2.34%-0.84%
201212.46%1.86%5.04%6.18%
20111.88%3.59%-18.52%8.04%
20102.97%-8.78%18.47%5.11%
2009-20.67%29.57%22.16%4.05%
2008-4.65%-10.13%-8.83%-29.51%
20076.13%-6.65%6.03%-10.08%
200613.07%-0.18%9.27%14.29%
20056.24%6.16%N/AN/A

Rank In Category (By Total Return)

YTD52
1-Month71
3-Month71
1-Year52
3-Year75
5-Year64

Load Adjusted Returns

1-Year6.46%
3-Year2.09%
5-Year4.45%
10-Year2.19%