AVRE:NYE-Avantis Real Estate ETF (USD)

ETF | Others |

Last Closing

USD 40.51

Change

+0.07 (+0.17)%

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: 2024-05-06 )

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

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DFUV Dimensional US Marketwide Valu..

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DFAT Dimensional U.S. Targeted Valu..

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ETFs Containing AVRE

AVGE Avantis All Equity Market.. 2.70 % 0.00 %

N/A

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

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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 -6.47% 7% C- 18% F
Dividend Return 0.61% 39% F 33% F
Total Return -5.86% 6% D- 17% F
Trailing 12 Months  
Capital Gain -3.11% 14% F 25% F
Dividend Return 3.47% 59% D- 51% F
Total Return 0.36% 13% F 24% 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.