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

ETF | Real Estate |

Last Closing

USD 89.82

Change

-1.24 (-1.36)%

Market Cap

N/A

Volume

2.90K

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: 2025-01-29 )

Largest Industry Peers for Real Estate

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

-1.20 (-1.32%)

USD 32.55B
XLRE The Real Estate Select Sector ..

-0.48 (-1.16%)

USD 6.84B
REET iShares Global REIT ETF

-0.33 (-1.36%)

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

-0.88 (-1.52%)

USD 2.72B
REZ iShares Residential and Multis..

-1.42 (-1.73%)

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

-0.38 (-1.38%)

USD 0.97B
SRVR Pacer Benchmark Data & Infrast..

-0.21 (-0.71%)

USD 0.40B
MORT VanEck Mortgage REIT Income ET..

-0.13 (-1.19%)

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

-0.37 (-1.34%)

USD 0.16B
INDS Pacer Benchmark Industrial Rea..

-0.40 (-1.08%)

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 -0.52% 24% F 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.52% 24% F 21% F
Trailing 12 Months  
Capital Gain 3.78% 35% F 45% F
Dividend Return 2.40% 47% F 38% F
Total Return 6.18% 24% F 39% F
Trailing 5 Years  
Capital Gain -7.57% 35% F 40% F
Dividend Return 12.91% 35% F 41% F
Total Return 5.34% 35% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain 3.74% 41% F 46% F
Dividend Return 5.63% 29% F 45% F
Total Return 1.89% 6% D- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.33% 94% A 56% F
Risk Adjusted Return 29.14% 35% F 43% 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.