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Values as of: 2024-09-26
REIT:NSD-ALPS Active REIT ETF (USD)
ETF | Others |
Last Closing
USD 28.88Change
-0.29 (-0.99)%Market Cap
USD 0.04BVolume
0.01MAnalyst Target
N/AVerdict
Verdict
Values as of: 2024-09-26
ETF | Others |
Last Closing
USD 28.88Change
-0.29 (-0.99)%Market Cap
USD 0.04BVolume
0.01MAnalyst Target
N/AVerdict
Verdict
The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.
Company Website : http://www.invesco.ca
Currency: USD
Country : USA
Symbol | Name | Price(Change) | Market Cap |
---|---|---|---|
QQQM | Invesco NASDAQ 100 ETF |
+1.46 (+0.73%) |
USD 31.98B |
ACWI | iShares MSCI ACWI ETF |
+1.32 (+1.11%) |
USD 19.10B |
IBIT | iShares Bitcoin Trust |
+0.87 (+2.42%) |
USD 17.74B |
CGABL | The Carlyle Group Inc. 4.625% .. |
+0.06 (+0.28%) |
USD 16.14B |
JEPQ | JPMorgan Nasdaq Equity Premium.. |
+0.16 (+0.29%) |
USD 16.09B |
TBIL | Rbb Fund Inc - Us Treasury 3 M.. |
N/A |
USD 3.07B |
IBTF | iShares iBonds Dec 2025 Term T.. |
-0.01 (-0.02%) |
USD 2.07B |
IBTE | iShares iBonds Dec 2024 Term T.. |
+0.01 (+0.04%) |
USD 2.06B |
PABU | iShares Paris-Aligned Climate .. |
+0.19 (+0.30%) |
USD 2.05B |
NVDL | GraniteShares 1.5x Long NVDA D.. |
+0.42 (+0.70%) |
USD 2.05B |
N/A
Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 9.98% | 66% | D+ | 67% | D+ | ||
Dividend Return | 2.45% | 57% | F | 53% | F | ||
Total Return | 12.43% | 67% | D+ | 68% | D+ | ||
Trailing 12 Months | |||||||
Capital Gain | 26.89% | 76% | C+ | 73% | C | ||
Dividend Return | 3.94% | 63% | D | 56% | F | ||
Total Return | 30.83% | 78% | C+ | 74% | C | ||
Trailing 5 Years | |||||||
Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | N/A | N/A | N/A | N/A | N/A | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | -2.95% | 28% | F | 36% | F | ||
Dividend Return | -0.36% | 38% | F | 38% | F | ||
Total Return | 2.59% | 81% | B- | 57% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 9.61% | 53% | F | 88% | B+ | ||
Risk Adjusted Return | -3.70% | 38% | F | 36% | F | ||
Market Capitalization | 0.04B | 42% | F | 23% | F |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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 has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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.
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.