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

ETF | Real Estate |

Last Closing

USD 90.14

Change

+1.86 (+2.11)%

Market Cap

N/A

Volume

3.80K

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: 2025-01-16 )

Largest Industry Peers for Real Estate

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

+1.82 (+2.07%)

USD 32.55B
XLRE The Real Estate Select Sector ..

+0.90 (+2.24%)

USD 7.02B
REET iShares Global REIT ETF

+0.37 (+1.56%)

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

+0.91 (+1.61%)

USD 2.72B
REZ iShares Residential and Multis..

+1.22 (+1.53%)

USD 0.99B
FREL Fidelity® MSCI Real Estate In..

+0.53 (+1.99%)

USD 0.99B
SRVR Pacer Benchmark Data & Infrast..

+0.80 (+2.74%)

USD 0.40B
MORT VanEck Mortgage REIT Income ET..

+0.13 (+1.22%)

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

+0.49 (+1.82%)

USD 0.16B
INDS Pacer Benchmark Industrial Rea..

+0.62 (+1.76%)

USD 0.15B

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 -0.17% 18% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.17% 18% F 28% F
Trailing 12 Months  
Capital Gain 2.67% 24% F 42% F
Dividend Return 2.36% 47% F 37% F
Total Return 5.03% 24% F 35% F
Trailing 5 Years  
Capital Gain -7.71% 35% F 42% F
Dividend Return 12.85% 35% F 42% F
Total Return 5.14% 35% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain 3.63% 41% F 46% F
Dividend Return 5.51% 29% F 45% F
Total Return 1.89% 6% D- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.39% 94% A 56% F
Risk Adjusted Return 28.44% 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.