(IVRA) Invesco Real Assets ESG - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46090A7880 • Real Estate
IVRA: Real, Estate, Infrastructure, Timber, Clean, Energy, Companies
The Invesco Real Assets ESG ETF (BATS:IVRA) is designed to provide exposure to North American real assets companies that meet strict environmental, social, and governance (ESG) criteria. The fund typically allocates at least 80% of its net assets to equity securities in sectors such as real estate, infrastructure, and utilities. Its ESG framework is managed by the funds sub-adviser, ensuring alignment with sustainability and ethical business practices.
From a technical perspective, IVRA has shown a recent price of $16.05, with a 20-day Simple Moving Average (SMA) of $16.03 and a 50-day SMA of $15.78. The 200-day SMA stands at $15.26, indicating a slight upward trend over the longer term. The Average True Range (ATR) of 0.32 reflects relatively low volatility in recent trading activity.
Based on current data, here is a 3-month forecast:
Month 1: IVRA is expected to consolidate near its current range, with support around $15.80 and resistance at $16.20. The 20-day SMA may act as a key level to watch for trend confirmation.
Month 2: If the 50-day SMA crosses below the 200-day SMA, it could signal a potential downtrend, with prices testing the $15.00 level. The funds low ATR of 0.32 suggests minimal volatility during this period.
Month 3: Assuming no significant shifts in market conditions, IVRA may stabilize near $15.50, with the 50-day SMA potentially crossing back above the 200-day SMA, indicating a return to a neutral or slightly bullish trend.
Additional Sources for IVRA ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IVRA ETF Overview
| Market Cap in USD | 11m |
| Category | Real Estate |
| TER | 0.59% |
| IPO / Inception | 2020-12-18 |
IVRA ETF Ratings
| Growth Rating | 55.1 |
| Fundamental | - |
| Dividend Rating | 39.9 |
| Rel. Strength | 5.26 |
| Analysts | - |
| Fair Price Momentum | 16.08 USD |
| Fair Price DCF | - |
IVRA Dividends
| Dividend Yield 12m | 3.85% |
| Yield on Cost 5y | 6.04% |
| Annual Growth 5y | -8.78% |
| Payout Consistency | 87.1% |
IVRA Growth Ratios
| Growth Correlation 3m | -3.8% |
| Growth Correlation 12m | 76.9% |
| Growth Correlation 5y | 59.8% |
| CAGR 5y | 11.15% |
| CAGR/Max DD 5y | 0.43 |
| Sharpe Ratio 12m | 0.97 |
| Alpha | 17.63 |
| Beta | 0.573 |
| Volatility | 29.37% |
| Current Volume | 0.9k |
| Average Volume 20d | 3.2k |
As of April 19, 2025, the stock is trading at USD 15.75 with a total of 900 shares traded.
Over the past week, the price has changed by +3.54%, over one month by -2.43%, over three months by -2.24% and over the past year by +23.27%.
Partly, yes. Based on ValueRay Analyses, Invesco Real Assets ESG (BATS:IVRA) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.10 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 April 2025 is 16.08. This means that IVRA is currently overvalued and has a potential downside of 2.1%.
Invesco Real Assets ESG has no consensus analysts rating.
According to ValueRays Forecast Model, IVRA Invesco Real Assets ESG will be worth about 17.6 in April 2026. The stock is currently trading at 15.75. This means that the stock has a potential upside of +11.68%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 17.6 | 11.7% |