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

ETF | Real Estate |

Last Closing

USD 94.29

Change

+1.13 (+1.21)%

Market Cap

N/A

Volume

7.50K

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: 2025-02-25 )

Largest Industry Peers for Real Estate

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

+1.13 (+1.23%)

USD 35.55B
XLRE The Real Estate Select Sector ..

+0.45 (+1.06%)

USD 7.25B
REET iShares Global REIT ETF

+0.21 (+0.85%)

USD 3.83B
USRT iShares Core U.S. REIT ETF

+0.55 (+0.93%)

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

+0.33 (+1.18%)

USD 1.02B
REZ iShares Residential and Multis..

+1.34 (+1.57%)

USD 0.83B
SRVR Pacer Benchmark Data & Infrast..

+0.17 (+0.55%)

USD 0.41B
MORT VanEck Mortgage REIT Income ET..

+0.12 (+1.05%)

USD 0.31B
FRI First Trust S&P REIT Index Fun..

+0.22 (+0.78%)

USD 0.17B
INDS Pacer Benchmark Industrial Rea..

+0.55 (+1.47%)

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 4.43% 59% D- 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.43% 59% D- 72% C
Trailing 12 Months  
Capital Gain 10.42% 29% F 64% D
Dividend Return 2.43% 47% F 40% F
Total Return 12.86% 24% F 63% D
Trailing 5 Years  
Capital Gain 1.55% 35% F 43% F
Dividend Return 13.52% 35% F 41% F
Total Return 15.07% 35% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 4.07% 41% F 47% F
Dividend Return 5.97% 24% F 46% F
Total Return 1.90% 6% D- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.23% 88% B+ 56% F
Risk Adjusted Return 31.04% 35% F 45% 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.