IARCX vs. INDEX
Compare and contrast key facts about Invesco Real Estate Fund (IARCX) and Index Funds S&P 500 Equal Weight (INDEX).
IARCX is managed by Invesco. It was launched on May 1, 1995. INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IARCX or INDEX.
Key characteristics
| IARCX | INDEX | |
|---|---|---|
| YTD Return | 5.50% | 26.64% |
| 1Y Return | 22.49% | 38.76% |
| 3Y Return (Ann) | -7.76% | 7.65% |
| 5Y Return (Ann) | -4.28% | 13.37% |
| Sharpe Ratio | 1.29 | 3.09 |
| Sortino Ratio | 1.90 | 4.16 |
| Omega Ratio | 1.23 | 1.59 |
| Calmar Ratio | 0.32 | 3.26 |
| Martin Ratio | 4.41 | 20.73 |
| Ulcer Index | 4.84% | 1.86% |
| Daily Std Dev | 16.56% | 12.45% |
| Max Drawdown | -82.93% | -38.82% |
| Current Drawdown | -58.39% | -0.28% |
Correlation
The correlation between IARCX and INDEX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IARCX vs. INDEX - Performance Comparison
In the year-to-date period, IARCX achieves a 5.50% return, which is significantly lower than INDEX's 26.64% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IARCX vs. INDEX - Expense Ratio Comparison
IARCX has a 1.98% expense ratio, which is higher than INDEX's 0.25% expense ratio.
Risk-Adjusted Performance
IARCX vs. INDEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Real Estate Fund (IARCX) and Index Funds S&P 500 Equal Weight (INDEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IARCX vs. INDEX - Dividend Comparison
IARCX's dividend yield for the trailing twelve months is around 1.44%, more than INDEX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IARCX Invesco Real Estate Fund | 1.44% | 1.31% | 0.09% | 0.17% | 0.76% | 0.82% | 0.65% | 0.39% | 1.11% | 0.43% | 0.14% | 0.36% |
INDEX Index Funds S&P 500 Equal Weight | 1.24% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% | 0.00% |
Drawdowns
IARCX vs. INDEX - Drawdown Comparison
The maximum IARCX drawdown since its inception was -82.93%, which is greater than INDEX's maximum drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for IARCX and INDEX. For additional features, visit the drawdowns tool.
Volatility
IARCX vs. INDEX - Volatility Comparison
Invesco Real Estate Fund (IARCX) has a higher volatility of 5.32% compared to Index Funds S&P 500 Equal Weight (INDEX) at 3.85%. This indicates that IARCX's price experiences larger fluctuations and is considered to be riskier than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.