(IVRA) Invesco Real Assets - Performance 23.3% in 12m
Compare IVRA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.10%
#2 in Group
Rel. Strength
80.00%
#1598 in Universe
Total Return 12m
23.27%
#1 in Group
Total Return 5y
57.91%
#6 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: IVRA (23.3%) vs XLRE (17.1%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
-3.35% | 22.6% | 65.7% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
-4.2% | 14.5% | 58.7% | - | - | - | - | - |
| BBRE BATS JPMorgan BetaBuilders MSCI |
-4.28% | 14.2% | 57.7% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
-3.88% | 14.2% | 56.2% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
-4.33% | 13.6% | 53.6% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
-2.89% | 17.1% | 43.8% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
-5.77% | 8.54% | 43.4% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
-3.63% | 15.5% | 42.6% | - | - | - | - | - |
Performance Comparison: IVRA vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for IVRA
| Total Return (including Dividends) | IVRA | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -2.43% | -2.89% | -5.89% |
| 3 Months | -2.24% | -2.68% | -12.45% |
| 12 Months | 23.27% | 17.11% | 6.72% |
| 5 Years | 57.91% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | IVRA | XLRE | S&P 500 |
| 1 Month | -62.6% | -63.6% | -74.5% |
| 3 Months | -3.80% | -27.5% | -88.2% |
| 12 Months | 76.9% | 46.6% | 66.1% |
| 5 Years | 59.8% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #3 | 0.48% | 3.68% |
| 3 Month | #10 | 0.45% | 11.7% |
| 12 Month | #2 | 5.26% | 15.5% |
| 5 Years | #1 | 21.7% | 3.73% |
FAQs
Does IVRA Invesco Real Assets outperforms the market?
Yes,
over the last 12 months IVRA made 23.27%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months IVRA made -2.24%, while XLRE made -2.68%.
Over the last 3 months IVRA made -2.24%, while XLRE made -2.68%.
Performance Comparison IVRA vs Indeces and Sectors
IVRA vs. Indices IVRA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.95% | 3.46% | 7.72% | 16.6% |
| US NASDAQ 100 | QQQ | 5.81% | 3.85% | 8.25% | 17.7% |
| US Dow Jones Industrial 30 | DIA | 6.12% | 3.39% | 7.18% | 18.0% |
| German DAX 40 | DAX | -0.41% | 6.97% | -9.34% | 5.06% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.24% | 5.07% | 5.44% | 17.4% |
| Hongkong Hang Seng | HSI | 0.66% | 7.39% | 6.20% | 7.05% |
| India NIFTY 50 | INDA | 0.58% | -7.20% | 5.27% | 20.2% |
| Brasil Bovespa | EWZ | 1.39% | 2.65% | 4.77% | 32.7% |
IVRA vs. Sectors IVRA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.70% | 3.23% | -1.09% | 9.73% |
| Consumer Discretionary | XLY | 5.82% | 1.49% | 4.98% | 14.1% |
| Consumer Staples | XLP | 1.65% | -5.63% | -2.50% | 9.33% |
| Energy | XLE | 0.23% | 7.65% | 6.66% | 33.6% |
| Financial | XLF | 3.58% | 2.08% | -0.40% | 4.32% |
| Health Care | XLV | 4.55% | 4.94% | 9.12% | 23.8% |
| Industrial | XLI | 3.83% | 2.27% | 7.64% | 17.9% |
| Materials | XLB | 3.23% | 4.22% | 14.8% | 30.8% |
| Real Estate | XLRE | -0.39% | 0.46% | 6.37% | 6.16% |
| Technology | XLK | 6.31% | 6.50% | 14.5% | 24.5% |
| Utilities | XLU | 1.64% | -2.01% | 1.98% | -1.10% |
| Aerospace & Defense | XAR | 3.26% | -2.47% | -2.04% | -0.89% |
| Biotech | XBI | 1.39% | 9.45% | 22.3% | 32.2% |
| Homebuilder | XHB | 4.0% | 4.41% | 25.6% | 32.4% |
| Retail | XRT | 3.25% | -0.32% | 12.4% | 27.7% |