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PSR: PowerShares Active US Real Estate ETF (ETF)
Basic Info 109.05 0.14(0.13%) September 16
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/21/2008 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 2.42% |
| Expenses | 0.80% |
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Performance Analytics (As of 09/15/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | 27.2 | 31.3 | 12.6 | 9.8 | 11.0 | 16.5 | -6.0 | 28.8 | -4.5 | 12.0 | 4.0 | 0.9 | 32.8 | 1.5 | 15.0 | 11.0 | 25.2 | 30.9 | 44.8 |
| SR | NA | 2.8 | 2.07 | 0.44 | 0.39 | 0.55 | 0.62 | -0.15 | 2.2 | -0.37 | 1.1 | 0.23 | 0.05 | 3.22 | 0.1 | 1.07 | 0.42 | 0.97 | 0.55 | 47.13 |
| DD(%) | NA | 5.5 | 8.8 | 42.3 | 42.3 | 42.3 | 42.3 | 42.3 | 5.6 | 12.3 | 5.1 | 14.2 | 16.4 | 7.4 | 18.7 | 9.1 | 21.5 | 16.6 | 36.9 | 6.8 |
| SD(%) | NA | 14.4 | 16.8 | 26.9 | 22.3 | 19.3 | 25.8 | 41.8 | 12.5 | 15.8 | 10.3 | 16.4 | 16.3 | 10.2 | 15.3 | 14.1 | 26.1 | 25.8 | 55.8 | 74.6 |
| TR | NA | 0.43 | 0.36 | 0.12 | 0.09 | 0.12 | 0.28 | -0.06 | 0.27 | -0.07 | 0.15 | 0.05 | 0.01 | 0.45 | 0.02 | 0.18 | 0.15 | 0.31 | 0.77 | 166.61 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | -0.01 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.02 | 0.01 | 0.09 | 1.16 |
| Beta(%) | NA | 0.94 | 0.96 | 0.96 | 0.93 | 0.88 | 0.58 | 0.96 | 1.0 | 0.79 | 0.74 | 0.8 | 0.77 | 0.72 | 0.9 | 0.84 | 0.74 | 0.81 | 0.4 | 0.21 |
| RS | NA | 0.94 | 0.96 | 0.97 | 0.91 | 0.84 | 0.46 | 0.99 | 0.97 | 0.66 | 0.53 | 0.69 | 0.67 | 0.65 | 0.84 | 0.65 | 0.74 | 0.77 | 0.24 | 0.14 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/21/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (Fidelity Real Estate Investment) 0.14% (97%)
- FHEIX (Fidelity Advisor Real Estate I) 0.04% (92%)
- CGMRX (CGM Realty) 0.69% (89%)
- FARCX (Nuveen Real Estate Secs I) 0.13% (88%)
- HLRRX (REMS Real Estate Value Opportunity Instl) 0.0% (87%)
- NBRFX (Neuberger Berman Real Estate Tr) 0.17% (87%)
- CRARX (ING Real Estate Instl) 0.19% (86%)
- CREEX (Columbia Real Estate Equity Z) 0.07% (85%)
- MRESX (Managers Real Estate Securities) 0.23% (85%)
- URTLX (JPMorgan Realty Income Instl) 0.24% (84%)
Best ETFs
- ICF (iShares Cohen & Steers REIT) 0.17% (96%)
- RWR (SPDR Dow Jones REIT ETF) 0.05% (96%)
- PSR (PowerShares Active US Real Estate ETF) 0.13% (94%)
- FRI (First Trust S&P REIT ETF) 0.24% (94%)
- REM (iShares Mortgage Real Estate Capped) 0.03% (93%)
- REZ (iShares Residential Rel Est Capped) 0.06% (92%)
- SCHH (Schwab US REIT ETF) 0.15% (20%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.25% (18%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.10% (17%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.19% (16%)
Best Closed End Funds
- RQI (Cohen & Steers Qty Inc Realty Common) 0.50% (100%)
- RNP (Cohen & Steers REIT & Preferred Income) 1.68% (99%)
- RFI (Cohen & Steers Total Return) 1.73% (99%)
- NRO (Neuberger Real Estate Securities Income) 0.0% (98%)
- JRS (Nuveen Real Estate Income) 0.0% (97%)
- PGZ (Principal Real Estate Income Fund) 1.02% (95%)
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