AVRE:NYE-Avantis Real Estate ETF (USD)

ETF | Others |

Last Closing

USD 40.44

Change

0.00 (0.00)%

Market Cap

USD 0.42B

Volume

0.03M

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: 2024-05-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.13 (+0.67%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.34 (-0.59%)

USD 33.68B
DFAC Dimensional U.S. Core Equity 2..

-0.26 (-0.81%)

USD 27.49B
DTB DTB

-0.35 (-1.81%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

-2.25 (-3.63%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

USD 23.09B
SGOV iShares® 0-3 Month Treasury B..

+0.07 (+0.07%)

USD 20.81B
AVUV Avantis® U.S. Small Cap Value..

-1.10 (-1.19%)

USD 11.25B
DFUV Dimensional US Marketwide Valu..

-0.54 (-1.34%)

USD 10.54B
DFAT Dimensional U.S. Targeted Valu..

-0.81 (-1.51%)

USD 9.93B

ETFs Containing AVRE

AVGE Avantis All Equity Market.. 2.70 % 0.00 %

-0.66 (-1.06%)

USD 0.34B
CCMG Ccm Global Equity ETF 2.43 % 0.00 %

-0.29 (-1.06%)

USD 0.86B

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 -6.63% 7% C- 18% F
Dividend Return 0.61% 39% F 33% F
Total Return -6.02% 6% D- 18% F
Trailing 12 Months  
Capital Gain -3.58% 14% F 25% F
Dividend Return 3.46% 59% D- 51% F
Total Return -0.12% 13% F 25% 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 -6.88% 10% F 14% F
Dividend Return -5.98% 9% A- 11% F
Total Return 0.90% 47% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 9.11% 49% F 83% B
Risk Adjusted Return -65.70% 5% F 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.