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Calendar Year Performance 3/31/2021
Ticker 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Real Estate
Invesco Real Estate R5 IARIX -10.39 28.22 -5.28 8.86 6.18 2.07 28.62 2.18 16.99 8.05 23.27 30.49 -36.13 -14.55 36.90
MSCI US REIT -7.57 25.84 -4.57 5.07 8.60 2.52 30.38 2.47 17.77 8.69 28.48 28.61 -37.97 -16.82 35.92
Real Estate Median -5.01 26.86 -5.14 5.44 6.79 2.77 29.83 1.87 17.21 7.91 27.85 29.58 -38.61 -17.09 35.20
Utilities
Vanguard Utilities Index Adm VUIAX -0.81 24.95 4.45 12.50 17.51 -4.83 26.94 14.98 1.94 18.92 6.95 11.43 -28.09 17.08 21.54
DJ Americas Utilities -1.32 26.21 2.37 12.88 18.78 -7.45 23.66 11.51 1.68 16.22 9.03 18.10 -30.33 18.61 21.95
Utilities Median -0.01 23.60 3.78 11.95 16.51 -6.72 20.86 18.20 5.78 11.12 8.34 13.93 -30.79 18.86 24.99
Past performance is no guarantee of future results. Rankings provided based on total returns. Performance quoted for mutual funds may include performance of a predecessor
fund/share class prior to the share class commencement of operations.
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