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Invesco Global Real Estate Y (ARGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.55+0.03 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.31%
5-year average return-2.27%
Number of years up10
Number of years down5
Best 1-yr total return (2 Jul 2024)30.96%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.96%
Worst 3-yr total return-6.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARGYXCategory
YTD-4.53%14.32%
1-month-0.27%0.73%
3-month-3.74%8.73%
1-year2.79%32.33%
3-year-5.04%7.75%
5-year-1.81%6.57%
10-year1.44%6.49%
Last bull market18.77%23.44%
Last bear market-15.36%-20.52%

Annual total return (%) history

Year
ARGYXCategory
2024
N/AN/A
2023
8.89%N/A
2022
-24.99%N/A
2021
25.50%N/A
2020
-12.21%-5.43%
2019
22.79%23.45%
2018
-6.07%-7.11%
2017
13.02%15.12%
2016
1.82%1.97%
2015
-1.36%-0.92%
2014
14.41%11.67%
2013
2.64%2.92%
2012
28.04%31.78%
2011
-6.84%-10.10%
2010
17.37%17.22%
2009
30.96%37.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.82%-3.74%N/AN/A
20231.41%-0.27%-5.70%14.17%
2022-5.23%-15.36%-11.45%5.60%
20216.07%7.75%-0.49%10.35%
2020-27.60%9.55%2.82%7.65%
201915.09%0.45%2.89%3.23%
2018-2.71%2.76%-0.99%-5.11%
20173.11%2.94%2.56%3.82%
20163.87%2.68%1.79%-6.21%
20154.04%-5.81%-2.63%3.37%
20143.71%7.58%-3.81%6.60%
20135.16%-4.02%2.49%-0.78%
201212.52%1.82%5.10%6.33%
20111.94%3.56%-18.38%8.11%
20103.03%-8.72%18.65%5.18%
2009-20.63%29.83%22.07%4.11%

Rank in category (by total return)

YTD77
1-month66
3-month76
1-year82
3-year61
5-year80

Load adjusted returns

1-year2.79%
3-year-5.04%
5-year-1.81%
10-year1.44%