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

ETF | Real Estate |

Last Closing

USD 98.738

Change

0.00 (0.00)%

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: 2024-09-21 )

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 39% F
Total Return 25.89% 28% F 67% D+
Trailing 5 Years  
Capital Gain 3.51% 44% F 47% F
Dividend Return 9.16% 11% F 32% F
Total Return 12.67% 33% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 1.59% 39% F 44% F
Dividend Return 3.50% 33% F 42% F
Total Return 1.91% 6% D- 43% F
Risk Return Profile  
Volatility (Standard Deviation) 19.32% 89% A- 53% F
Risk Adjusted Return 18.12% 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.