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

ETF | Real Estate |

Last Closing

USD 95.243

Change

+0.94 (+1.00)%

Market Cap

N/A

Volume

1.88K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-04 )

Largest Industry Peers for Real Estate

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

+1.02 (+1.10%)

USD 37.83B
XLRE The Real Estate Select Sector ..

+0.48 (+1.12%)

USD 8.09B
REET iShares Global REIT ETF

+0.22 (+0.87%)

USD 3.91B
USRT iShares Core U.S. REIT ETF

+0.67 (+1.13%)

USD 2.83B
REZ iShares Residential and Multis..

+0.96 (+1.14%)

USD 1.24B
FREL Fidelity® MSCI Real Estate In..

+0.29 (+1.03%)

USD 1.07B
SRVR Pacer Benchmark Data & Infrast..

+0.14 (+0.45%)

USD 0.47B
MORT VanEck Mortgage REIT Income ET..

+0.03 (+0.27%)

USD 0.30B
INDS Pacer Benchmark Industrial Rea..

+0.28 (+0.73%)

USD 0.19B
FRI First Trust S&P REIT Index Fun..

+0.28 (+0.98%)

USD 0.19B

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 4.12% 39% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.12% 39% F 47% F
Trailing 12 Months  
Capital Gain 18.65% 44% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.65% 44% F 61% D-
Trailing 5 Years  
Capital Gain 0.22% 44% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.22% 44% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 2.73% 44% F 46% F
Dividend Return 4.61% 28% F 45% F
Total Return 1.87% 6% D- 44% F
Risk Return Profile  
Volatility (Standard Deviation) 19.46% 94% A 55% F
Risk Adjusted Return 23.68% 39% F 41% 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.