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

ETF | Real Estate |

Last Closing

USD 94.4

Change

+0.68 (+0.72)%

Market Cap

N/A

Volume

800.00

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: 2025-02-27 )

Largest Industry Peers for Real Estate

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

+0.37 (+0.40%)

USD 35.55B
XLRE The Real Estate Select Sector ..

+0.19 (+0.45%)

USD 7.25B
REET iShares Global REIT ETF

+0.03 (+0.12%)

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

+0.26 (+0.44%)

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

+0.10 (+0.36%)

USD 1.02B
REZ iShares Residential and Multis..

+1.01 (+1.18%)

USD 0.83B
SRVR Pacer Benchmark Data & Infrast..

-0.05 (-0.16%)

USD 0.41B
MORT VanEck Mortgage REIT Income ET..

-0.02 (-0.17%)

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

+0.11 (+0.39%)

USD 0.17B
INDS Pacer Benchmark Industrial Rea..

+0.04 (+0.11%)

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 4.55% 65% D 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.55% 65% D 75% C
Trailing 12 Months  
Capital Gain 8.12% 35% F 62% D
Dividend Return 2.38% 47% F 39% F
Total Return 10.50% 24% F 59% D-
Trailing 5 Years  
Capital Gain 4.92% 35% F 44% F
Dividend Return 13.95% 35% F 41% F
Total Return 18.87% 35% F 38% 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.