AVRE:NYE-Avantis Real Estate ETF (USD)

ETF | Others |

Last Closing

USD 41.85

Change

+0.16 (+0.38)%

Market Cap

USD 0.52B

Volume

0.19M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-23 )

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ETFs Containing AVRE

CCMG EA Series Trust 4.95 % 0.00 %

+0.01 (+0.03%)

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AVGE Avantis All Equity Market.. 2.75 % 0.00 %

+0.23 (+0.03%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.37% 13% F 27% F
Dividend Return 2.95% 51% F 45% F
Total Return -0.42% 11% F 26% F
Trailing 12 Months  
Capital Gain -2.42% 17% F 29% F
Dividend Return 2.98% 51% F 45% F
Total Return 0.55% 16% F 27% F
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 -3.53% 16% F 17% F
Dividend Return -2.22% 14% F 13% F
Total Return 1.31% 56% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 11.84% 43% F 75% C
Risk Adjusted Return -18.77% 15% F 11% F
Market Capitalization 0.52B 83% B 49% F

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High volatility

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.