Values as of: 2024-05-15
ETF | Real Estate |
Last Closing
USD 45.0277Change
+0.71 (+1.60)%Market Cap
USD 0.04BVolume
2.90KAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VNQ | Vanguard Real Estate Index Fun.. |
+0.42 (+0.44%) |
USD 37.83B |
| XLRE | The Real Estate Select Sector .. |
+0.16 (+0.37%) |
USD 8.09B |
| REET | iShares Global REIT ETF |
+0.02 (+0.08%) |
USD 3.91B |
| USRT | iShares Core U.S. REIT ETF |
+0.19 (+0.31%) |
USD 2.83B |
| REZ | iShares Residential and Multis.. |
+0.38 (+0.44%) |
USD 1.24B |
| FREL | Fidelity® MSCI Real Estate In.. |
+0.12 (+0.42%) |
USD 1.07B |
| SRVR | Pacer Benchmark Data & Infrast.. |
-0.04 (-0.12%) |
USD 0.47B |
| MORT | VanEck Mortgage REIT Income ET.. |
+0.12 (+1.07%) |
USD 0.30B |
| INDS | Pacer Benchmark Industrial Rea.. |
+0.25 (+0.63%) |
USD 0.19B |
| FRI | First Trust S&P REIT Index Fun.. |
+0.11 (+0.38%) |
USD 0.19B |
N/A
| Market Performance vs. Industry/Classification (Real Estate) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 6.51% | 100% | F | 59% | D- | ||
| Dividend Return | 0.71% | 61% | D- | 35% | F | ||
| Total Return | 7.22% | 100% | F | 58% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 27.20% | 100% | F | 77% | C+ | ||
| Dividend Return | 2.38% | 11% | F | 34% | F | ||
| Total Return | 29.57% | 100% | F | 77% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 73.08% | 100% | F | 78% | C+ | ||
| Dividend Return | 12.56% | 65% | D | 49% | F | ||
| Total Return | 85.64% | 100% | F | 79% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 13.37% | 100% | F | 77% | C+ | ||
| Dividend Return | 15.53% | 100% | F | 77% | C+ | ||
| Total Return | 2.16% | 50% | F | 49% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 29.31% | 17% | F | 38% | F | ||
| Risk Adjusted Return | 52.96% | 100% | F | 76% | C+ | ||
| Market Capitalization | 0.04B | 6% | D- | 15% | F | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
