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

ETF | Real Estate |

Last Closing

USD 93.4519

Change

+1.50 (+1.63)%

Market Cap

N/A

Volume

1.86K

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: 2025-03-17 )

Largest Industry Peers for Real Estate

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

+1.54 (+1.71%)

USD 35.58B
XLRE The Real Estate Select Sector ..

+0.73 (+1.76%)

USD 7.21B
REET iShares Global REIT ETF

+0.40 (+1.65%)

USD 3.69B
USRT iShares Core U.S. REIT ETF

+0.99 (+1.74%)

USD 2.88B
FREL Fidelity® MSCI Real Estate In..

+0.42 (+1.54%)

USD 0.98B
REZ iShares Residential and Multis..

+1.32 (+1.56%)

USD 0.86B
SRVR Pacer Benchmark Data & Infrast..

+0.46 (+1.50%)

USD 0.42B
MORT VanEck Mortgage REIT Income ET..

+0.08 (+0.70%)

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

+0.47 (+1.73%)

USD 0.16B
INDS Pacer Benchmark Industrial Rea..

+0.42 (+1.15%)

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 3.50% 65% D 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.50% 65% D 72% C
Trailing 12 Months  
Capital Gain 8.63% 59% D- 68% D+
Dividend Return 1.61% 6% D- 30% F
Total Return 10.24% 29% F 65% D
Trailing 5 Years  
Capital Gain 45.79% 24% F 40% F
Dividend Return 19.58% 41% F 43% F
Total Return 65.37% 24% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 4.18% 41% F 48% F
Dividend Return 6.08% 24% F 47% F
Total Return 1.90% 6% D- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.21% 88% B+ 56% F
Risk Adjusted Return 31.66% 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.