UK markets closed

Invesco Real Estate R5 (IARIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.44+0.05 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.29%
5-year average return1.15%
Number of years up14
Number of years down5
Best 1-yr total return (4 Jul 2024)41.49%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return41.49%
Worst 3-yr total return-1.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIARIXCategory
YTD-3.17%20.43%
1-month1.77%2.69%
3-month-1.38%11.34%
1-year3.42%36.79%
3-year-2.49%10.81%
5-year1.65%7.03%
10-year4.81%9.08%
Last bull market18.05%31.03%
Last bear market-12.86%-16.60%

Annual total return (%) history

Year
IARIXCategory
2024
N/AN/A
2023
9.19%N/A
2022
-24.57%N/A
2021
41.49%N/A
2020
-10.39%-4.49%
2019
28.22%27.28%
2018
-5.28%-5.97%
2017
8.86%6.22%
2016
6.18%6.89%
2015
2.07%2.41%
2014
28.62%28.03%
2013
2.18%1.55%
2012
16.99%17.60%
2011
8.05%7.51%
2010
23.27%27.08%
2009
30.49%31.26%
2008
-36.13%-39.55%
2007
-14.55%-14.66%
2006
36.90%33.58%
2005
14.80%11.51%
2004
N/A32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.82%-1.38%N/AN/A
20232.23%0.00%-8.49%16.71%
2022-6.06%-12.86%-10.74%3.24%
20218.51%12.14%0.70%15.46%
2020-24.33%13.14%0.04%4.63%
201916.95%2.13%7.25%0.09%
2018-5.65%6.94%0.23%-6.33%
20172.41%2.09%0.69%3.40%
20164.67%5.79%-0.51%-3.62%
20153.57%-9.26%2.14%6.34%
20148.46%7.35%-2.22%12.98%
20136.65%-1.73%-2.18%-0.32%
201210.06%3.14%0.80%2.24%
20115.75%3.72%-14.61%15.35%
20107.59%-4.47%13.07%6.06%
2009-27.77%25.68%32.16%8.77%
20082.29%-5.28%2.30%-35.56%
20074.08%-9.55%4.44%-13.09%
200614.60%0.58%8.05%9.92%
2005-7.17%13.75%4.28%4.26%
20048.32%17.21%N/AN/A

Rank in category (by total return)

YTD82
1-month74
3-month62
1-year83
3-year74
5-year80

Load adjusted returns

1-year3.42%
3-year-2.49%
5-year1.65%
10-year4.81%