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

ETF | Real Estate |

Last Closing

USD 89.2131

Change

+1.68 (+1.92)%

Market Cap

N/A

Volume

781.00

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: 2025-04-22 )

Largest Industry Peers for Real Estate

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

+1.65 (+1.94%)

USD 31.72B
XLRE The Real Estate Select Sector ..

+0.81 (+2.04%)

USD 7.07B
REET iShares Global REIT ETF

+0.39 (+1.67%)

USD 3.75B
USRT iShares Core U.S. REIT ETF

+1.02 (+1.89%)

USD 2.67B
FREL Fidelity® MSCI Real Estate In..

+0.50 (+1.94%)

USD 1.02B
REZ iShares Residential and Multis..

+1.72 (+2.13%)

USD 0.78B
SRVR Pacer Benchmark Data & Infrast..

+0.41 (+1.43%)

USD 0.37B
MORT VanEck Mortgage REIT Income ET..

+0.36 (+3.82%)

USD 0.26B
FRI First Trust S&P REIT Index Fun..

+0.49 (+1.90%)

USD 0.14B
INDS Pacer Benchmark Industrial Rea..

+0.65 (+1.88%)

USD 0.13B

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 -1.19% 75% C 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.19% 75% C 65% D
Trailing 12 Months  
Capital Gain 8.98% 82% B 80% B-
Dividend Return 1.69% 35% F 33% F
Total Return 10.68% 76% C+ 78% C+
Trailing 5 Years  
Capital Gain 17.93% 18% F 42% F
Dividend Return 15.67% 29% F 40% F
Total Return 33.60% 12% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 3.44% 41% F 49% F
Dividend Return 5.31% 29% F 47% F
Total Return 1.87% 6% D- 44% F
Risk Return Profile  
Volatility (Standard Deviation) 18.51% 82% B 55% F
Risk Adjusted Return 28.68% 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.