Values as of: 2024-09-18
ETF | Real Estate |
Last Closing
USD 102.57Change
-0.19 (-0.18)%Market Cap
N/AVolume
6.22MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VNQ | Vanguard Real Estate Index Fun.. |
-0.12 (-0.12%) |
USD 38.76B |
| XLRE | The Real Estate Select Sector .. |
-0.13 (-0.29%) |
USD 8.00B |
| REET | iShares Global REIT ETF |
-0.08 (-0.30%) |
USD 4.10B |
| USRT | iShares Core U.S. REIT ETF |
-0.12 (-0.19%) |
USD 2.88B |
| FREL | Fidelity® MSCI Real Estate In.. |
-0.04 (-0.13%) |
USD 1.08B |
| REZ | iShares Residential and Multis.. |
+0.03 (+0.03%) |
USD 1.04B |
| SRVR | Pacer Benchmark Data & Infrast.. |
-0.27 (-0.85%) |
USD 0.46B |
| MORT | VanEck Mortgage REIT Income ET.. |
+0.06 (+0.49%) |
USD 0.30B |
| INDS | Pacer Benchmark Industrial Rea.. |
-0.16 (-0.37%) |
USD 0.22B |
| FRI | First Trust S&P REIT Index Fun.. |
N/A |
USD 0.20B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| RUDC:CA | RBC U.S. Dividend Covered.. | 3.92 % | 0.00 % |
N/A |
N/A |
| ACAA:CA | Arrow Long/Short Alternat.. | 2.68 % | 0.00 % |
N/A |
N/A |
| XAL:CA | 0.00 % | 0.73 % |
N/A |
N/A | |
| XGC:CA | Xali Gold Corp | 0.00 % | 0.74 % |
-0.01 (0.00%) |
USD 9.11M |
| 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 | 12.21% | 61% | D- | 67% | D+ | ||
| Dividend Return | 0.97% | 22% | F | 24% | F | ||
| Total Return | 13.17% | 50% | F | 63% | D | ||
| Trailing 12 Months | |||||||
| Capital Gain | 22.65% | 61% | D- | 72% | C | ||
| Dividend Return | 3.05% | 56% | F | 45% | F | ||
| Total Return | 25.70% | 67% | D+ | 72% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 9.62% | 67% | D+ | 51% | F | ||
| Dividend Return | 9.47% | 17% | F | 33% | F | ||
| Total Return | 19.09% | 50% | F | 45% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 1.87% | 56% | F | 46% | F | ||
| Dividend Return | 3.86% | 39% | F | 44% | F | ||
| Total Return | 1.98% | 11% | F | 44% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 19.28% | 89% | A- | 53% | F | ||
| Risk Adjusted Return | 20.00% | 39% | F | 39% | F | ||
| Market Capitalization | N/A | N/A | N/A | N/A | N/A | ||
| 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.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit 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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
