(XLRE) The Real Estate Sector Fund - Overview
Etf: Real Estate, Properties, Buildings, Land
| Risk 5d forecast | |
|---|---|
| Volatility | 16.2% |
| Relative Tail Risk | 0.45% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.15 |
| Alpha | -6.25 |
| Character TTM | |
|---|---|
| Beta | 0.359 |
| Beta Downside | 0.420 |
| Drawdowns 3y | |
|---|---|
| Max DD | 16.74% |
| CAGR/Max DD | 0.50 |
Description: XLRE The Real Estate Sector Fund March 04, 2026
XLRE is an exchange-traded fund (ETF) that invests at least 95% of its assets in securities from the real estate sector.
The funds holdings are determined by the Global Industry Classification Standard (GICS) definition of real estate companies, which includes businesses that own, operate, or develop income-producing properties. Real estate investment trusts (REITs) are a common structure within this sector, allowing investors to own shares in portfolios of properties.
XLRE is a non-diversified fund, meaning it concentrates its investments in a specific sector rather than spreading them across various industries. This focus can lead to higher volatility compared to diversified funds.
For more detailed analysis of XLREs holdings and performance, consider exploring ValueRay.
Headlines to watch out for
- Interest rate hikes depress real estate valuations
- Commercial property vacancies reduce rental income
- Economic growth fuels demand for new developments
- Regulatory changes impact property development costs
- Inflationary pressures increase operating expenses
What is the price of XLRE shares?
Over the past week, the price has changed by -2.77%, over one month by -1.70%, over three months by +4.54% and over the past year by +5.11%.
Is XLRE a buy, sell or hold?
What are the forecasts/targets for the XLRE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |