IVRA 📈 Invesco Real Assets ESG - Overview

Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46090A7880 • Real Estate

IVRA: Real, Estate, Infrastructure, Timber, Clean, Energy, Companies

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of real assets companies. The real assets companies in which it invests are located in North America and must meet environmental, social and governance (ESG) standards, as determined by the fund's sub-adviser.

Additional Sources for IVRA ETF

IVRA ETF Overview

Market Cap in USD 11m
Category Real Estate
TER 0.59%
IPO / Inception 2020-12-18

IVRA ETF Ratings

Growth 5y 55.6%
Fundamental -
Dividend 30.1%
Rel. Strength Industry 118
Analysts -
Fair Price Momentum 15.30 USD
Fair Price DCF -

IVRA Dividends

Dividend Yield 12m 3.33%
Yield on Cost 5y 5.08%
Annual Growth 5y -24.70%
Payout Consistency 83.9%

IVRA Growth Ratios

Growth Correlation 3m 23.5%
Growth Correlation 12m 90.3%
Growth Correlation 5y 49.7%
CAGR 5y 11.12%
CAGR/Mean DD 5y 1.22
Sharpe Ratio 12m 0.61
Alpha -9.67
Beta 0.84
Volatility 22.12%
Current Volume 2.9k
Average Volume 20d 6k
What is the price of IVRA stocks?
As of December 22, 2024, the stock is trading at USD 15.58 with a total of 2,908 shares traded.
Over the past week, the price has changed by -3.82%, over one month by -5.33%, over three months by -3.69% and over the past year by +14.08%.
Is Invesco Real Assets ESG a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Invesco Real Assets ESG (BATS:IVRA) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.56 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IVRA as of December 2024 is 15.30. This means that IVRA is currently overvalued and has a potential downside of -1.8%.
Is IVRA a buy, sell or hold?
Invesco Real Assets ESG has no consensus analysts rating.
What are the forecast for IVRA stock price target?
According to ValueRays Forecast Model, IVRA Invesco Real Assets ESG will be worth about 16.9 in December 2025. The stock is currently trading at 15.58. This means that the stock has a potential upside of +8.66%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 16.9 8.7%