(REIT) ALPS Active REIT - Performance 11.2% in 12m
Compare REIT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
22.66%
#21 in Group
Rel. Strength
66.54%
#2663 in Universe
Total Return 12m
11.19%
#23 in Group
Total Return 5y
25.28%
#25 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: REIT (11.2%) 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: 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 | 10.16% | 11.54% | 13.81% |
3 Months | -4.26% | -0.97% | -6.30% |
12 Months | 11.19% | 15.45% | 10.65% |
5 Years | 25.28% | 48.39% | 107.77% |
Trend Score (consistency of price movement) | REIT | XLRE | S&P 500 |
1 Month | 94.5% | 94.5% | 83% |
3 Months | -80.3% | -61.6% | -75.3% |
12 Months | 27.5% | 32.2% | 50.1% |
5 Years | 26.1% | 42.1% | 84.1% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
1 Month | #28 | -1.24% | -3.21% |
3 Month | #28 | -3.33% | 2.17% |
12 Month | #24 | -3.69% | 0.50% |
5 Years | #19 | -1.75% | -20.6% |
FAQs
Does REIT ALPS Active REIT outperforms the market?
No,
over the last 12 months REIT made 11.19%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months REIT made -4.26%, while XLRE made -0.97%.
Over the last 3 months REIT made -4.26%, while XLRE made -0.97%.
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 | -1.14% | -3.65% | -2.54% | 0.54% |
US NASDAQ 100 | QQQ | -1.33% | -7.20% | -2.75% | -0.45% |
US Dow Jones Industrial 30 | DIA | -1.55% | 0.17% | -2.25% | 3.48% |
German DAX 40 | DAX | -1.12% | -4.80% | -28.8% | -14.5% |
Shanghai Shenzhen CSI 300 | CSI 300 | -3.32% | -1.67% | -3.31% | 3.82% |
Hongkong Hang Seng | HSI | -4.31% | -9.77% | -10.9% | -2.49% |
India NIFTY 50 | INDA | 3.78% | 5.32% | -2.98% | 11.4% |
Brasil Bovespa | EWZ | -2.19% | -7.08% | -11.2% | 19.5% |
REIT vs. Sectors REIT is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -1.78% | -3.25% | -9.60% | -10.4% |
Consumer Discretionary | XLY | -1.52% | -4.07% | -1.56% | -3.08% |
Consumer Staples | XLP | -0.28% | 3.57% | -9.47% | 2.07% |
Energy | XLE | -0.96% | 3.40% | 4.05% | 20.7% |
Financial | XLF | -2.24% | -3.36% | -9.64% | -11.2% |
Health Care | XLV | 1.87% | 9.29% | 2.45% | 15.3% |
Industrial | XLI | -2.83% | -6.66% | -3.97% | 0.20% |
Materials | XLB | -0.94% | -3.40% | 2.35% | 16.4% |
Real Estate | XLRE | 0.18% | -1.38% | -3.29% | -4.26% |
Technology | XLK | -2.22% | -11.1% | 0.34% | 4.09% |
Utilities | XLU | -1.19% | 0.57% | -10.2% | -6.28% |
Aerospace & Defense | XAR | -3.12% | -11.0% | -14.0% | -16.1% |
Biotech | XBI | 5.45% | -1.65% | 17.6% | 23.5% |
Homebuilder | XHB | -1.61% | -1.32% | 10.7% | 18.7% |
Retail | XRT | -3.04% | -4.49% | 1.70% | 12.7% |