PSR:NYE-Invesco Active U.S. Real Estate Fund (USD)

ETF | Real Estate |

Last Closing

USD 99.06

Change

-0.04 (-0.04)%

Market Cap

N/A

Volume

8.90K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Real Estate

Symbol Name Price(Change) Market Cap
VNQ Vanguard Real Estate Index Fun..

+0.02 (+0.02%)

USD 38.76B
XLRE The Real Estate Select Sector ..

-0.11 (-0.25%)

USD 8.00B
REET iShares Global REIT ETF

+0.09 (+0.33%)

USD 4.10B
USRT iShares Core U.S. REIT ETF

+0.04 (+0.06%)

USD 2.88B
FREL Fidelity® MSCI Real Estate In..

N/A

USD 1.08B
REZ iShares Residential and Multis..

-0.66 (-0.73%)

USD 1.04B
SRVR Pacer Benchmark Data & Infrast..

+0.11 (+0.35%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

+0.10 (+0.82%)

USD 0.30B
INDS Pacer Benchmark Industrial Rea..

+0.33 (+0.76%)

USD 0.22B
FRI First Trust S&P REIT Index Fun..

-0.04 (-0.13%)

USD 0.20B

ETFs Containing PSR

N/A

Market Performance

  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 8.30% 22% F 51% F
Dividend Return 1.52% 67% D+ 35% F
Total Return 9.82% 22% F 47% F
Trailing 12 Months  
Capital Gain 22.69% 22% F 66% D+
Dividend Return 2.57% 39% F 39% F
Total Return 25.26% 28% F 65% D
Trailing 5 Years  
Capital Gain 3.17% 39% F 46% F
Dividend Return 9.90% 33% F 35% F
Total Return 13.06% 33% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 1.44% 39% F 44% F
Dividend Return 3.35% 33% F 42% F
Total Return 1.91% 6% D- 43% F
Risk Return Profile  
Volatility (Standard Deviation) 19.29% 83% B 53% F
Risk Adjusted Return 17.34% 33% F 37% F
Market Capitalization N/A N/A N/A N/A N/A

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:
Low volatility

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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.