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PSR: PowerShares Active US Real Estate ETF (ETF)
Basic Info 97.53 1.32(1.37%) May 13
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 11/21/2008 |
| Last Dividend Date: | 03/22/2021 |
| 12-Mo. Yield | 3.01% |
| Expenses | 0.80% |
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Performance Analytics (As of 05/13/2021)
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(%) | -1.0 | 13.0 | 42.0 | 11.1 | 7.9 | 8.9 | 15.9 | -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 | 3.47 | 1.63 | 0.41 | 0.33 | 0.44 | 0.6 | -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 | 11.0 | 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 | 14.8 | 22.3 | 26.8 | 22.3 | 20.0 | 26.1 | 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 | 0.54 | 0.37 | 0.11 | 0.08 | 0.1 | 0.27 | -0.06 | 0.27 | -0.07 | 0.42 | 0.05 | 0.01 | 0.45 | 0.02 | 0.18 | 0.15 | 0.31 | 0.77 | 166.61 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.03 | -0.01 | 0.0 | 0.0 | 0.04 | -0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.02 | 0.01 | 0.09 | 1.16 |
| Beta(%) | NA | 0.96 | 0.98 | 0.96 | 0.92 | 0.87 | 0.57 | 0.96 | 1.0 | 0.79 | 0.27 | 0.8 | 0.77 | 0.72 | 0.9 | 0.84 | 0.74 | 0.81 | 0.4 | 0.21 |
| RS | NA | 0.98 | 0.98 | 0.97 | 0.91 | 0.83 | 0.46 | 0.99 | 0.97 | 0.66 | 0.22 | 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
- BREFX (Baron Real Estate Retail) 1.18% (100%)
- LREIX (Lazard U.S. Realty Equity Instl) (98%)
- TRRPX (TIAA-CREF Real Estate Sec Premier) 1.27% (96%)
- CSRIX (Cohen & Steers Instl Realty Shares) 1.13% (95%)
- DNREX (Dunham Real Estate Stock N) 0.10% (94%)
- CSDIX (Cohen & Steers Realty Income I) 1.21% (93%)
- PJEZX (Prudential US Real Estate Z) 1.56% (93%)
- NBRFX (Neuberger Berman Real Estate Tr) 1.27% (91%)
- CSRSX (Cohen & Steers Realty Shares) 1.15% (88%)
- PIREX (Principal Real Estate Securities Inst) 1.39% (86%)
Best ETFs
- REZ (iShares Residential Rel Est Capped) 1.81% (78%)
- PSR (PowerShares Active US Real Estate ETF) 1.37% (77%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 2.85% (49%)
- REM (iShares Mortgage Real Estate Capped) 2.75% (46%)
- FRI (First Trust S&P REIT ETF) 1.46% (30%)
- ICF (iShares Cohen & Steers REIT) 1.15% (24%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 2.21% (16%)
- RWR (SPDR Dow Jones REIT ETF) 1.43% (13%)
- SCHH (Schwab US REIT ETF) 1.39% (6%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 1.77% (6%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.53% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 3.39% (98%)
- RFI (Cohen & Steers Total Return) 1.08% (97%)
- JRS (Nuveen Real Estate Income) 1.29% (73%)
- NRO (Neuberger Real Estate Securities Income) 1.32% (64%)
- PGZ (Principal Real Estate Income Fund) 0.34% (41%)
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