NYSEArca - Delayed Quote USD

Invesco Active U.S. Real Estate Fund (PSR)

81.18 +0.04 (+0.04%)
At close: April 26 at 3:52 PM EDT

ETF Summary

The fund invests normally at least 80% of its assets in securities of companies that are principally engaged in the U.S. real estate industry and included within the FTSE NAREIT All Equity REITs Index. It also may invest in real estate operating companies ("REOCs"), as well as securities of other companies principally engaged in the U.S. real estate industry. REOCs are similar to REITs, except that REOCs reinvest their earnings into the business, rather than distributing them to unitholders like REITs.

Risk Overview

Performance & Risk

YTD Return -10.54%
5y Average Return 1.23%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
PSRCategory AveragePSRCategory AveragePSRCategory Average
Alpha -5.65 -4.92 -6.76 -6.3 -0.72 -1.31
BETA 1.13 1.13 0.97 1.01 0.87 0.9
Mean Annual Return 0.26 0.32 0.41 0.48 0.64 0.61
R-squared 76.16 77.48 71.3 71.36 55.08 55.59
Standard Deviation 21.31 21.24 20.25 21.1 17.29 17.83
Sharpe Ratio 0.01 0.04 0.14 0.18 0.36 0.34
Treynor Ratio -1.82 -1.08 0.71 1.48 5.6 5.05

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