Values as of: 2024-11-13
ETF | Real Estate |
Last Closing
USD 11.12Change
+0.02 (+0.18)%Market Cap
USD 0.30BVolume
0.19MAnalyst Target
N/AVerdict
Verdict
The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Mortgage REITs Index may include small-, medium- and large-capitalization companies. The fund is non-diversified.
Company Website : http://www.vaneck.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VNQ | Vanguard Real Estate Index Fun.. |
+0.52 (+0.55%) |
USD 37.27B |
| XLRE | The Real Estate Select Sector .. |
+0.34 (+0.79%) |
USD 7.88B |
| REET | iShares Global REIT ETF |
+0.06 (+0.24%) |
USD 3.90B |
| USRT | iShares Core U.S. REIT ETF |
+0.36 (+0.60%) |
USD 2.76B |
| REZ | iShares Residential and Multis.. |
+0.62 (+0.72%) |
USD 1.21B |
| FREL | Fidelity® MSCI Real Estate In.. |
+0.17 (+0.60%) |
USD 1.07B |
| SRVR | Pacer Benchmark Data & Infrast.. |
-0.08 (-0.26%) |
USD 0.46B |
| FRI | First Trust S&P REIT Index Fun.. |
+0.16 (+0.55%) |
USD 0.19B |
| INDS | Pacer Benchmark Industrial Rea.. |
+0.29 (+0.75%) |
USD 0.18B |
| PPTY | U.S. Diversified Real Estate |
+0.11 (+0.34%) |
USD 0.09B |
N/A
| 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 | -5.92% | 11% | F | 18% | F | ||
| Dividend Return | 7.32% | 100% | F | 87% | B+ | ||
| Total Return | 1.40% | 11% | F | 23% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -0.63% | 6% | D- | 19% | F | ||
| Dividend Return | 10.78% | 100% | F | 93% | A | ||
| Total Return | 10.16% | 6% | D- | 34% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -52.64% | 6% | D- | 8% | B- | ||
| Dividend Return | 31.12% | 100% | F | 82% | B | ||
| Total Return | -21.52% | 6% | D- | 14% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -3.91% | 11% | F | 17% | F | ||
| Dividend Return | 3.75% | 17% | F | 40% | F | ||
| Total Return | 7.66% | 100% | F | 93% | A | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 31.71% | 11% | F | 33% | F | ||
| Risk Adjusted Return | 11.82% | 17% | F | 30% | F | ||
| Market Capitalization | 0.30B | 50% | F | 41% | F | ||
| 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.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
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.
