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

ETF | Real Estate |

Last Closing

USD 92.29

Change

+1.04 (+1.14)%

Market Cap

N/A

Volume

1.50K

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: 2025-05-02 )

Largest Industry Peers for Real Estate

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

+1.09 (+1.23%)

USD 31.72B
XLRE The Real Estate Select Sector ..

+0.51 (+1.23%)

USD 7.07B
REET iShares Global REIT ETF

+0.30 (+1.24%)

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

+0.71 (+1.26%)

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

+0.34 (+1.26%)

USD 1.02B
REZ iShares Residential and Multis..

+0.98 (+1.17%)

USD 0.78B
SRVR Pacer Benchmark Data & Infrast..

+0.52 (+1.68%)

USD 0.37B
MORT VanEck Mortgage REIT Income ET..

+0.03 (+0.29%)

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

+0.38 (+1.42%)

USD 0.14B
INDS Pacer Benchmark Industrial Rea..

+0.44 (+1.22%)

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 2.22% 71% C- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.22% 65% D 72% C
Trailing 12 Months  
Capital Gain 11.78% 76% C+ 78% C+
Dividend Return 1.68% 35% F 33% F
Total Return 13.46% 71% C- 76% C+
Trailing 5 Years  
Capital Gain 22.26% 24% F 43% F
Dividend Return 15.70% 29% F 41% F
Total Return 37.97% 12% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 3.33% 41% F 49% F
Dividend Return 5.20% 29% F 47% F
Total Return 1.87% 6% D- 44% F
Risk Return Profile  
Volatility (Standard Deviation) 18.41% 82% B 55% F
Risk Adjusted Return 28.26% 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.