AVRE:NYE-Avantis Real Estate ETF (USD)

ETF | Others |

Last Closing

USD 39.04

Change

-0.43 (-1.09)%

Market Cap

USD 0.42B

Volume

0.40M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-04-16 )

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Symbol Name Price(Change) Market Cap
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DTB DTB

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DFAC Dimensional U.S. Core Equity 2..

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JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

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SGOV iShares® 0-3 Month Treasury B..

N/A

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

+0.42 (+0.47%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.26 (+0.66%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.26 (+0.50%)

USD 9.40B

ETFs Containing AVRE

AVGE Avantis All Equity Market.. 2.78 % 0.00 %

+0.30 (+0.44%)

USD 0.34B

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -9.86% 7% C- 17% F
Dividend Return 0.61% 42% F 35% F
Total Return -9.25% 6% D- 17% F
Trailing 12 Months  
Capital Gain -6.17% 12% F 26% F
Dividend Return 3.49% 60% D- 52% F
Total Return -2.69% 11% F 26% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -6.93% 10% F 15% F
Dividend Return -6.09% 9% A- 11% F
Total Return 0.84% 44% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 9.18% 49% F 82% B
Risk Adjusted Return -66.35% 6% D- 4% F
Market Capitalization 0.42B 84% B 43% F

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.