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

ETF | Real Estate |

Last Closing

USD 93.07

Change

+0.38 (+0.41)%

Market Cap

N/A

Volume

2.50K

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: 2025-04-02 )

Largest Industry Peers for Real Estate

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

+0.55 (+0.61%)

USD 35.58B
XLRE The Real Estate Select Sector ..

+0.20 (+0.48%)

USD 7.21B
REET iShares Global REIT ETF

+0.16 (+0.66%)

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

+0.26 (+0.45%)

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

+0.12 (+0.44%)

USD 0.98B
REZ iShares Residential and Multis..

+0.02 (+0.02%)

USD 0.86B
SRVR Pacer Benchmark Data & Infrast..

+0.27 (+0.91%)

USD 0.42B
MORT VanEck Mortgage REIT Income ET..

-0.03 (-0.23%)

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

+0.14 (+0.51%)

USD 0.16B
INDS Pacer Benchmark Industrial Rea..

+0.05 (+0.13%)

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 3.08% 71% C- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.08% 65% D 72% C
Trailing 12 Months  
Capital Gain 8.85% 53% F 74% C
Dividend Return 1.62% 29% F 32% F
Total Return 10.47% 35% F 71% C-
Trailing 5 Years  
Capital Gain 40.53% 12% F 42% F
Dividend Return 17.90% 35% F 41% F
Total Return 58.42% 12% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 3.79% 41% F 49% F
Dividend Return 5.67% 24% F 47% F
Total Return 1.89% 6% D- 44% F
Risk Return Profile  
Volatility (Standard Deviation) 18.80% 88% B+ 56% F
Risk Adjusted Return 30.18% 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.