(IVRA) Invesco Real Assets - Performance 19.1% in 12m
IVRA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
57.59%
#2 in Peer-Group
Rel. Strength
67.76%
#2405 in Stock-Universe
Total Return 12m
19.14%
#5 in Peer-Group
Total Return 5y
64.71%
#1 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 16.45 USD |
| 52 Week Low | 13.55 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 78.14 |
| Buy/Sell Signal +-5 | 0.33 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IVRA (19.1%) vs XLRE (13.9%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
1.07% | 10.1% | 61.8% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
2.3% | 11.1% | 57.8% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
2.45% | 11.1% | 55.3% | - | - | - | - | - |
| DTCR NASDAQ Global X Data Center |
7.14% | 26.8% | 37.3% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
2.14% | 9.78% | 55.2% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
3.23% | 13.9% | 48.3% | - | - | - | - | - |
| VPN NASDAQ Global X Data Center REITs |
4.63% | 23.8% | 30.8% | - | - | - | - | - |
| ICF BATS iShares Cohen & Steers REIT |
2.83% | 12.3% | 44% | - | - | - | - | - |
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 | 1.83% | 3.23% | 2.95% |
| 3 Months | 1.42% | 1.97% | 6.01% |
| 12 Months | 19.14% | 13.90% | 13.19% |
| 5 Years | 64.71% | 48.31% | 117.19% |
| Trend Score (consistency of price movement) | IVRA | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 56% | 79.2% | 78.3% |
| 3 Months | 61.3% | 59% | 84.6% |
| 12 Months | 67.3% | 0% | 43.3% |
| 5 Years | 64.3% | 39.6% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #33 | -1.35% | -1.09% |
| 3 Month | #8 | -0.53% | -4.33% |
| 12 Month | #4 | 4.60% | 5.25% |
| 5 Years | #1 | 20.45% | -6.41% |
FAQs
Does Invesco Real Assets (IVRA) outperform the market?
Yes,
over the last 12 months IVRA made 19.14%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.90%.
Over the last 3 months IVRA made 1.42%, while XLRE made 1.97%.
Performance Comparison IVRA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IVRA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.5% | -1.1% | 5.3% | 6% |
| US NASDAQ 100 | QQQ | -0.8% | -1.9% | 4.7% | 5% |
| German DAX 40 | DAX | 0.4% | 4.3% | -11.1% | -9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.7% | -1% | 5.9% | 3% |
| Hongkong Hang Seng | HSI | -1.3% | -5.5% | -13.3% | -14% |
| India NIFTY 50 | INDA | -0.5% | 1.3% | 4.2% | 19% |
| Brasil Bovespa | EWZ | 1.8% | 0% | -18.4% | 13% |
IVRA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.7% | -1.8% | 0.2% | -6% |
| Consumer Discretionary | XLY | -1.4% | 2.2% | 14.4% | -1% |
| Consumer Staples | XLP | -0.3% | 2.4% | 3.2% | 12% |
| Energy | XLE | 4.8% | -1.7% | 4.9% | 23% |
| Financial | XLF | -1.7% | 0.2% | 0.8% | -7% |
| Health Care | XLV | 0.6% | 0.1% | 10% | 27% |
| Industrial | XLI | -0.7% | 0.3% | -2% | -0% |
| Materials | XLB | 0.4% | 0.8% | 3.3% | 20% |
| Real Estate | XLRE | -0.8% | -1.4% | 1.7% | 5% |
| Technology | XLK | -1.3% | -4.8% | 3.7% | 7% |
| Utilities | XLU | -0.9% | 1.2% | -1.3% | -1% |
| Aerospace & Defense | XAR | -0.3% | -2.6% | -12.4% | -23% |
| Biotech | XBI | -0.8% | -3.9% | 15.7% | 30% |
| Homebuilder | XHB | -4.4% | -0% | 13.9% | 24% |
| Retail | XRT | -0.2% | 0.5% | 10.7% | 16% |
IVRA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12.7% | -6.67% | 7.72% | 28% |
| Natural Gas | UNG | 8.9% | 6.6% | 6.2% | 37% |
| Gold | GLD | 3.2% | 1.3% | -20% | -23% |
| Silver | SLV | 4.7% | -6% | -13.9% | -2% |
| Copper | CPER | -1.1% | -1.7% | -12.8% | 7% |
IVRA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.3% | -0.5% | 5.6% | 23% |
| iShares High Yield Corp. Bond | HYG | 0.4% | 0.4% | 2.4% | 9% |