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

ETF | Real Estate |

Last Closing

USD 99.1754

Change

+0.08 (+0.09)%

Market Cap

N/A

Volume

7.80K

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: 2024-09-24 )

Largest Industry Peers for Real Estate

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

+0.14 (+0.14%)

USD 38.76B
XLRE The Real Estate Select Sector ..

N/A

USD 8.11B
REET iShares Global REIT ETF

+0.02 (+0.07%)

USD 4.16B
USRT iShares Core U.S. REIT ETF

+0.04 (+0.06%)

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

+0.02 (+0.07%)

USD 1.07B
REZ iShares Residential and Multis..

-0.57 (-0.63%)

USD 1.04B
SRVR Pacer Benchmark Data & Infrast..

+0.26 (+0.81%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

+0.10 (+0.83%)

USD 0.32B
INDS Pacer Benchmark Industrial Rea..

-0.10 (-0.22%)

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

N/A

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 8.42% 17% F 50% F
Dividend Return 2.27% 72% C 46% F
Total Return 10.69% 22% F 49% F
Trailing 12 Months  
Capital Gain 26.08% 28% F 69% C-
Dividend Return 3.51% 72% C 49% F
Total Return 29.60% 28% F 69% C-
Trailing 5 Years  
Capital Gain 3.18% 44% F 45% F
Dividend Return 9.81% 39% F 35% F
Total Return 12.99% 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.