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

ETF | Real Estate |

Last Closing

USD 98.738

Change

-0.32 (-0.33)%

Market Cap

N/A

Volume

453.00

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: 2024-09-20 )

Largest Industry Peers for Real Estate

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

-0.39 (-0.40%)

USD 38.76B
XLRE The Real Estate Select Sector ..

-0.08 (-0.18%)

USD 8.00B
REET iShares Global REIT ETF

-0.15 (-0.56%)

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

-0.26 (-0.42%)

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

-0.31 (-1.04%)

USD 1.08B
REZ iShares Residential and Multis..

-0.35 (-0.39%)

USD 1.04B
SRVR Pacer Benchmark Data & Infrast..

+0.09 (+0.28%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

-0.14 (-1.14%)

USD 0.30B
INDS Pacer Benchmark Industrial Rea..

-0.56 (-1.28%)

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

-0.13 (-0.45%)

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 7.95% 28% F 51% F
Dividend Return 1.52% 61% D- 35% F
Total Return 9.46% 22% F 47% F
Trailing 12 Months  
Capital Gain 23.30% 39% F 68% D+
Dividend Return 2.59% 33% F 40% F
Total Return 25.89% 28% F 67% D+
Trailing 5 Years  
Capital Gain 2.83% 44% F 46% F
Dividend Return 9.90% 33% F 35% F
Total Return 12.73% 33% F 39% 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.