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Invesco Real Estate C (IARCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.18+0.27 (+1.70%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.27%
5-year average return0.43%
Number of years up21
Number of years down7
Best 1-yr total return (30 May 2024)39.90%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return39.90%
Worst 3-yr total return-2.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIARCXCategory
YTD-9.78%20.43%
1-month-7.95%2.69%
3-month-4.49%11.34%
1-year-5.07%36.79%
3-year-4.51%10.81%
5-year-0.41%7.03%
10-year3.37%9.08%
Last bull market17.54%31.03%
Last bear market-13.11%-16.60%

Annual total return (%) history

Year
IARCXCategory
2024
N/AN/A
2023
7.89%N/A
2022
-25.35%N/A
2021
39.90%N/A
2020
-11.43%-4.49%
2019
26.76%27.28%
2018
-6.35%-5.97%
2017
7.61%6.22%
2016
5.03%6.89%
2015
0.97%2.41%
2014
27.14%28.03%
2013
1.04%1.55%
2012
15.63%17.60%
2011
6.83%7.51%
2010
21.81%27.08%
2009
28.76%31.26%
2008
-36.90%-39.55%
2007
-15.59%-14.66%
2006
35.28%33.58%
2005
13.41%11.51%
2004
35.09%32.02%
2003
38.34%36.80%
2002
8.06%4.54%
2001
9.50%10.00%
2000
28.25%27.02%
1999
-3.54%-2.76%
1998
-23.16%-15.59%
1997
18.90%22.21%
1996
36.30%34.46%
1995
N/A14.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.99%N/AN/AN/A
20231.93%-0.34%-8.70%16.33%
2022-6.31%-13.11%-10.97%3.00%
20218.20%11.85%0.42%15.12%
2020-24.52%12.83%-0.28%4.30%
201916.63%1.82%6.95%-0.19%
2018-5.90%6.66%-0.09%-6.61%
20172.07%1.86%0.35%3.14%
20164.37%5.48%-0.75%-3.87%
20153.30%-9.51%1.82%6.08%
20148.17%7.02%-2.51%12.66%
20136.35%-2.01%-2.44%-0.62%
20129.73%2.82%0.54%1.93%
20115.48%3.40%-14.87%15.06%
20107.28%-4.79%12.77%5.75%
2009-28.07%25.37%31.67%8.43%
20081.97%-5.57%1.98%-35.74%
20073.77%-9.81%4.08%-13.35%
200614.28%0.25%7.72%9.62%
2005-7.43%13.40%3.95%3.93%
200412.26%-4.61%7.93%16.88%
20032.29%11.39%9.92%10.46%
20028.43%5.71%-6.46%0.79%
2001-2.85%9.72%-0.33%3.07%
20003.53%12.16%7.33%2.91%
1999-5.59%11.11%-7.43%-0.66%
1998-0.56%-6.50%-15.54%-2.14%
1997-0.02%4.48%14.47%-0.57%
19961.50%3.60%8.63%19.32%
19953.54%3.37%N/AN/A

Rank in category (by total return)

YTD85
1-month72
3-month69
1-year95
3-year88
5-year89

Load adjusted returns

1-year-6.00%
3-year-4.51%
5-year-0.41%
10-year3.37%