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Invesco Global Real Estate Fund (AGREX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 18, 2026

The investment seeks total return through growth of capital and current income. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in real estate investment trusts (REITs) and equity securities (including common and preferred stock, and convertible securities) of domestic and foreign issuers. The fund will provide exposure to investments that are economically tied to at least three different countries, including the U.S.

Sharpe ratio is not yet available for AGREX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Invesco Global Real Estate Fund's Sharpe Ratio with other mutual funds in the REIT category across multiple time periods, showing how AGREX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 18, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
CREMXRedwood Real Estate Income Fund16.87
QREARXTIAA Real Estate Account4.46
FSREXFidelity Series Real Estate Income Fund2.59
IRSAXDelaware Ivy Securian Real Estate Securities Fund2.02
FRIFXFidelity Real Estate Income Fund1.99
AIGYXabrdn Realty Income & Growth Fund1.96
MXREXGreat-West Real Estate Index Fund1.87
IVRSXVY CBRE Real Estate Portfolio1.85
PJEZXPGIM US Real Estate Fund1.78
GRIFXApollo Diversified Real Estate Fund Class I1.69
AGREXInvesco Global Real Estate Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows AGREX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when AGREX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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