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

ETF | Real Estate |

Last Closing

USD 92.77

Change

-0.46 (-0.50)%

Market Cap

N/A

Volume

5.20K

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: 2025-02-14 )

Largest Industry Peers for Real Estate

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

-0.42 (-0.46%)

USD 35.55B
XLRE The Real Estate Select Sector ..

-0.17 (-0.40%)

USD 6.84B
REET iShares Global REIT ETF

-0.10 (-0.40%)

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

-0.29 (-0.49%)

USD 2.85B
FREL Fidelity® MSCI Real Estate In..

-0.11 (-0.39%)

USD 0.97B
REZ iShares Residential and Multis..

-0.45 (-0.53%)

USD 0.83B
SRVR Pacer Benchmark Data & Infrast..

+0.14 (+0.45%)

USD 0.41B
MORT VanEck Mortgage REIT Income ET..

+0.12 (+1.05%)

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

-0.14 (-0.50%)

USD 0.17B
INDS Pacer Benchmark Industrial Rea..

-0.11 (-0.31%)

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 2.75% 47% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.75% 47% F 51% F
Trailing 12 Months  
Capital Gain 7.34% 29% F 53% F
Dividend Return 2.40% 47% F 39% F
Total Return 9.74% 18% F 49% F
Trailing 5 Years  
Capital Gain -9.99% 35% F 37% F
Dividend Return 12.18% 35% F 39% F
Total Return 2.18% 35% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain 3.89% 41% F 47% F
Dividend Return 5.78% 24% F 46% F
Total Return 1.89% 6% D- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.28% 94% A 56% F
Risk Adjusted Return 29.99% 35% F 44% 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.