Values as of: 2024-09-18
ETF | Real Estate |
Last Closing
USD 22.36Change
-0.11 (-0.49)%Market Cap
USD 0.15BVolume
2.50KAnalyst Target
N/AVerdict
Verdict
The index is a rules-based, modified capitalization weighted, float adjusted index. The index is designed to provide exposure to real estate sectors and companies that are expected to benefit from large trends affecting property sectors of the global economy over a secular, multi-year time horizon. The fund generally will invest in all of the securities that comprise its index in proportion to their weightings in the index. The fund invests at least 80% of the value of its assets in securities of real estate issuers.
Company Website : http://www.indexiq.com
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 |
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 | 9.45% | 33% | F | 59% | D- | ||
| Dividend Return | 1.39% | 39% | F | 32% | F | ||
| Total Return | 10.84% | 28% | F | 55% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 19.13% | 33% | F | 66% | D+ | ||
| Dividend Return | 1.51% | 6% | D- | 23% | F | ||
| Total Return | 20.64% | 22% | F | 61% | D- | ||
| Trailing 5 Years | |||||||
| Capital Gain | -13.30% | 17% | F | 29% | F | ||
| Dividend Return | 13.25% | 72% | C | 49% | F | ||
| Total Return | -0.05% | 17% | F | 27% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 0.74% | 22% | F | 41% | F | ||
| Dividend Return | 3.25% | 28% | F | 41% | F | ||
| Total Return | 2.51% | 67% | D+ | 53% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.60% | 22% | F | 41% | F | ||
| Risk Adjusted Return | 12.69% | 22% | F | 34% | F | ||
| Market Capitalization | 0.15B | 29% | F | 32% | 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.
The stock is trading low compared to its peers on a price to book value 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 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.
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 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.
