AVRE:NYE-Avantis Real Estate ETF (USD)

ETF | Others |

Last Closing

USD 41.41

Change

+0.19 (+0.46)%

Market Cap

USD 0.47B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-05 )

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ETFs Containing AVRE

CCMG EA Series Trust 5.28 % 0.00 %

+0.17 (+0.60%)

USD 0.86B
AVGE Avantis All Equity Market.. 2.75 % 0.00 %

+0.73 (+0.60%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.39% 9% A- 25% F
Dividend Return 1.43% 45% F 39% F
Total Return -2.96% 9% A- 25% F
Trailing 12 Months  
Capital Gain 1.07% 25% F 36% F
Dividend Return 3.72% 63% D 54% F
Total Return 4.79% 27% F 36% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -6.39% 14% F 14% F
Dividend Return -5.33% 13% F 11% F
Total Return 1.06% 51% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 9.18% 50% F 79% B-
Risk Adjusted Return -58.04% 12% F 6% D-
Market Capitalization 0.47B 85% B 45% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.