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

ETF | Real Estate |

Last Closing

USD 94.83

Change

-0.83 (-0.87)%

Market Cap

N/A

Volume

3.10K

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: 2024-11-14 )

Largest Industry Peers for Real Estate

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

-0.85 (-0.90%)

USD 37.27B
XLRE The Real Estate Select Sector ..

-0.39 (-0.90%)

USD 7.88B
REET iShares Global REIT ETF

-0.17 (-0.67%)

USD 3.90B
USRT iShares Core U.S. REIT ETF

-0.71 (-1.17%)

USD 2.76B
REZ iShares Residential and Multis..

-1.13 (-1.29%)

USD 1.21B
FREL Fidelity® MSCI Real Estate In..

-0.29 (-1.01%)

USD 1.07B
SRVR Pacer Benchmark Data & Infrast..

-0.04 (-0.13%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

N/A

USD 0.30B
FRI First Trust S&P REIT Index Fun..

-0.30 (-1.03%)

USD 0.19B
INDS Pacer Benchmark Industrial Rea..

-0.37 (-0.96%)

USD 0.18B

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 3.67% 33% F 41% F
Dividend Return 2.27% 61% D- 41% F
Total Return 5.94% 33% F 37% F
Trailing 12 Months  
Capital Gain 14.57% 33% F 53% F
Dividend Return 3.34% 50% F 45% F
Total Return 17.91% 33% F 51% F
Trailing 5 Years  
Capital Gain -0.51% 39% F 44% F
Dividend Return 13.97% 44% F 44% F
Total Return 13.45% 39% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 2.88% 44% F 45% F
Dividend Return 4.75% 28% F 44% F
Total Return 1.86% 6% D- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.45% 94% A 56% F
Risk Adjusted Return 24.41% 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.