(IVRA) Invesco Real Assets - Performance 20.1% in 12m
Compare IVRA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.51%
#1 in Group
Rel. Strength
76.76%
#1850 in Universe
Total Return 12m
20.14%
#2 in Group
Total Return 5y
60.33%
#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 (20.1%) vs XLRE (15.5%)
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 |
8.92% | 16.8% | 65.4% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
11.8% | 13.3% | 59.8% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
12.2% | 13% | 56.9% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
11.7% | 12.2% | 55.5% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
11.5% | 15.5% | 48.4% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
10.7% | 6.73% | 45% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
11% | 13.4% | 44.1% | - | - | - | - | - |
| ICF BATS iShares Cohen & Steers REIT |
12.1% | 15% | 44.1% | - | - | - | - | - |
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 | 11.35% | 11.54% | 13.81% |
| 3 Months | 0.85% | -0.97% | -6.30% |
| 12 Months | 20.14% | 15.45% | 10.65% |
| 5 Years | 60.33% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | IVRA | XLRE | S&P 500 |
| 1 Month | 95.7% | 94.5% | 83% |
| 3 Months | -22.0% | -61.6% | -75.3% |
| 12 Months | 71.8% | 32.2% | 50.1% |
| 5 Years | 61.3% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #26 | -0.17% | -2.16% |
| 3 Month | #14 | 1.83% | 7.62% |
| 12 Month | #2 | 4.06% | 8.58% |
| 5 Years | #1 | 20.9% | -1.89% |
FAQs
Does IVRA Invesco Real Assets outperforms the market?
Yes,
over the last 12 months IVRA made 20.14%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months IVRA made 0.85%, while XLRE made -0.97%.
Over the last 3 months IVRA made 0.85%, while XLRE made -0.97%.
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 | -0.55% | -2.46% | 4.69% | 9.49% |
| US NASDAQ 100 | QQQ | -0.74% | -6.01% | 4.48% | 8.50% |
| US Dow Jones Industrial 30 | DIA | -0.96% | 1.36% | 4.98% | 12.4% |
| German DAX 40 | DAX | -0.53% | -3.61% | -21.6% | -5.56% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.73% | -0.48% | 3.92% | 12.8% |
| Hongkong Hang Seng | HSI | -3.72% | -8.58% | -3.67% | 6.46% |
| India NIFTY 50 | INDA | 4.37% | 6.51% | 4.25% | 20.4% |
| Brasil Bovespa | EWZ | -1.60% | -5.89% | -4.01% | 28.5% |
IVRA vs. Sectors IVRA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.19% | -2.06% | -2.37% | -1.42% |
| Consumer Discretionary | XLY | -0.93% | -2.88% | 5.67% | 5.87% |
| Consumer Staples | XLP | 0.31% | 4.76% | -2.24% | 11.0% |
| Energy | XLE | -0.37% | 4.59% | 11.3% | 29.6% |
| Financial | XLF | -1.65% | -2.17% | -2.41% | -2.29% |
| Health Care | XLV | 2.46% | 10.5% | 9.68% | 24.2% |
| Industrial | XLI | -2.24% | -5.47% | 3.26% | 9.15% |
| Materials | XLB | -0.35% | -2.21% | 9.58% | 25.4% |
| Real Estate | XLRE | 0.77% | -0.19% | 3.94% | 4.69% |
| Technology | XLK | -1.63% | -9.87% | 7.57% | 13.0% |
| Utilities | XLU | -0.60% | 1.76% | -2.97% | 2.67% |
| Aerospace & Defense | XAR | -2.53% | -9.81% | -6.81% | -7.19% |
| Biotech | XBI | 6.04% | -0.46% | 24.8% | 32.4% |
| Homebuilder | XHB | -1.02% | -0.13% | 17.9% | 27.7% |
| Retail | XRT | -2.45% | -3.30% | 8.93% | 21.6% |