(REIT) ALPS Active REIT - Performance 13.5% in 12m
Compare REIT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
25.27%
#21 in Group
Rel. Strength
71.34%
#2290 in Universe
Total Return 12m
13.54%
#23 in Group
Total Return 5y
23.39%
#24 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: REIT (13.5%) 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: REIT vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for REIT
| Total Return (including Dividends) | REIT | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -4.51% | -2.89% | -5.89% |
| 3 Months | -5.78% | -2.68% | -12.45% |
| 12 Months | 13.54% | 17.11% | 6.72% |
| 5 Years | 23.39% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | REIT | XLRE | S&P 500 |
| 1 Month | -64.5% | -63.6% | -74.5% |
| 3 Months | -62.2% | -27.5% | -88.2% |
| 12 Months | 46.5% | 46.6% | 66.1% |
| 5 Years | 24.4% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #22 | -1.67% | 1.46% |
| 3 Month | #24 | -3.18% | 7.62% |
| 12 Month | #24 | -3.05% | 6.39% |
| 5 Years | #21 | -1.06% | -16.1% |
FAQs
Does REIT ALPS Active REIT outperforms the market?
No,
over the last 12 months REIT made 13.54%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months REIT made -5.78%, while XLRE made -2.68%.
Over the last 3 months REIT made -5.78%, while XLRE made -2.68%.
Performance Comparison REIT vs Indeces and Sectors
REIT vs. Indices REIT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.82% | 1.38% | -0.27% | 6.82% |
| US NASDAQ 100 | QQQ | 5.68% | 1.77% | 0.26% | 8.01% |
| US Dow Jones Industrial 30 | DIA | 5.99% | 1.31% | -0.81% | 8.23% |
| German DAX 40 | DAX | -0.54% | 4.89% | -17.3% | -4.67% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.11% | 2.99% | -2.55% | 7.65% |
| Hongkong Hang Seng | HSI | 0.53% | 5.31% | -1.79% | -2.68% |
| India NIFTY 50 | INDA | 0.45% | -9.28% | -2.72% | 10.5% |
| Brasil Bovespa | EWZ | 1.26% | 0.57% | -3.22% | 23.0% |
REIT vs. Sectors REIT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.57% | 1.15% | -9.08% | - |
| Consumer Discretionary | XLY | 5.69% | -0.59% | -3.01% | 4.32% |
| Consumer Staples | XLP | 1.52% | -7.71% | -10.5% | -0.40% |
| Energy | XLE | 0.10% | 5.57% | -1.33% | 23.8% |
| Financial | XLF | 3.45% | - | -8.39% | -5.41% |
| Health Care | XLV | 4.42% | 2.86% | 1.13% | 14.1% |
| Industrial | XLI | 3.70% | 0.19% | -0.35% | 8.18% |
| Materials | XLB | 3.10% | 2.14% | 6.81% | 21.1% |
| Real Estate | XLRE | -0.52% | -1.62% | -1.62% | -3.57% |
| Technology | XLK | 6.18% | 4.42% | 6.54% | 14.8% |
| Utilities | XLU | 1.51% | -4.09% | -6.01% | -10.8% |
| Aerospace & Defense | XAR | 3.13% | -4.55% | -10.0% | -10.6% |
| Biotech | XBI | 1.26% | 7.37% | 14.3% | 22.5% |
| Homebuilder | XHB | 3.87% | 2.33% | 17.6% | 22.7% |
| Retail | XRT | 3.12% | -2.40% | 4.40% | 17.9% |