RWR:NYE-SPDR® Dow Jones REIT ETF (USD)

ETF | Real Estate |

Last Closing

USD 100.52

Change

+2.08 (+2.11)%

Market Cap

N/A

Volume

0.15M

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: 2025-01-21 )

Largest Industry Peers for Real Estate

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

+1.68 (+1.87%)

USD 32.55B
XLRE The Real Estate Select Sector ..

+0.75 (+1.83%)

USD 6.84B
REET iShares Global REIT ETF

+0.44 (+1.83%)

USD 3.63B
USRT iShares Core U.S. REIT ETF

+1.22 (+2.13%)

USD 2.72B
REZ iShares Residential and Multis..

+1.13 (+1.40%)

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

+0.50 (+1.84%)

USD 0.97B
SRVR Pacer Benchmark Data & Infrast..

+0.45 (+1.49%)

USD 0.40B
MORT VanEck Mortgage REIT Income ET..

+0.01 (+0.09%)

USD 0.29B
FRI First Trust S&P REIT Index Fun..

+0.54 (+1.97%)

USD 0.16B
INDS Pacer Benchmark Industrial Rea..

+0.89 (+2.49%)

USD 0.15B

ETFs Containing RWR

RLY SPDR® SSgA Multi-Asset R.. 1.52 % 0.22 %

+0.16 (+0.57%)

USD 0.50B

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 1.68% 24% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.68% 24% F 43% F
Trailing 12 Months  
Capital Gain 8.20% 65% D 53% F
Dividend Return 2.46% 53% F 38% F
Total Return 10.67% 65% D 50% F
Trailing 5 Years  
Capital Gain -4.27% 47% F 44% F
Dividend Return 15.07% 65% D 51% F
Total Return 10.80% 41% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 3.47% 35% F 45% F
Dividend Return 6.03% 35% F 47% F
Total Return 2.56% 71% C- 57% F
Risk Return Profile  
Volatility (Standard Deviation) 24.78% 24% F 44% F
Risk Adjusted Return 24.33% 29% F 39% 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:

There is nothing we particularly like

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.