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

ETF | Real Estate |

Last Closing

USD 90.6519

Change

+0.65 (+0.72)%

Market Cap

N/A

Volume

1.34K

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: 2024-12-24 )

Largest Industry Peers for Real Estate

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

+0.59 (+0.66%)

USD 34.26B
XLRE The Real Estate Select Sector ..

+0.27 (+0.67%)

USD 7.02B
REET iShares Global REIT ETF

+0.20 (+0.84%)

USD 3.66B
USRT iShares Core U.S. REIT ETF

+0.36 (+0.63%)

USD 2.77B
REZ iShares Residential and Multis..

+0.66 (+0.82%)

USD 1.07B
FREL Fidelity® MSCI Real Estate In..

+0.20 (+0.74%)

USD 0.99B
SRVR Pacer Benchmark Data & Infrast..

+0.18 (+0.61%)

USD 0.41B
MORT VanEck Mortgage REIT Income ET..

+0.11 (+1.01%)

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

+0.23 (+0.84%)

USD 0.18B
INDS Pacer Benchmark Industrial Rea..

+0.27 (+0.77%)

USD 0.16B

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 -0.89% 24% F 35% F
Dividend Return 2.27% 53% F 37% F
Total Return 1.38% 24% F 29% F
Trailing 12 Months  
Capital Gain -0.94% 24% F 35% F
Dividend Return 2.27% 47% F 37% F
Total Return 1.33% 24% F 30% F
Trailing 5 Years  
Capital Gain -4.15% 35% F 44% F
Dividend Return 13.27% 41% F 43% F
Total Return 9.12% 35% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 3.49% 41% F 46% F
Dividend Return 5.37% 29% F 44% F
Total Return 1.89% 6% D- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.45% 94% A 56% F
Risk Adjusted Return 27.63% 35% F 42% 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.