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PSR: PowerShares Active US Real Estate ETF (ETF)
Basic Info 89.02 1.47(1.62%) February 26
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 11/21/2008 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 3.01% |
| Expenses | 0.80% |
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Performance Analytics (As of 02/26/2021)
| 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(%) | -1.3 | 2.5 | -5.6 | 8.7 | 7.8 | 8.5 | 15.2 | -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 | 1.04 | -0.14 | 0.29 | 0.32 | 0.4 | 0.57 | -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 | 4.0 | 39.2 | 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 | 17.0 | 41.9 | 26.8 | 22.3 | 20.1 | 26.2 | 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 | 0.18 | -0.06 | 0.08 | 0.08 | 0.1 | 0.26 | -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 | -0.02 | -0.01 | 0.0 | 0.01 | 0.01 | 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 | 0.98 | 0.96 | 0.95 | 0.85 | 0.83 | 0.56 | 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 | 0.99 | 0.99 | 0.96 | 0.84 | 0.79 | 0.45 | 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
- BREIX (Baron Real Estate Institutional) 1.01% (100%)
- TRRPX (TIAA-CREF Real Estate Sec Premier) 1.45% (98%)
- LREIX (Lazard U.S. Realty Equity Instl) (96%)
- DAREX (Dunham Real Estate Stock A) 1.37% (96%)
- CSRIX (Cohen & Steers Instl Realty Shares) 1.41% (93%)
- NBRFX (Neuberger Berman Real Estate Tr) 1.91% (93%)
- CSDIX (Cohen & Steers Realty Income I) 1.47% (92%)
- DPRSX (Delaware REIT Instl) 1.35% (90%)
- STMDX (Stratton Real Estate) 1.44% (88%)
- PJEZX (Prudential US Real Estate Z) 1.16% (88%)
Best ETFs
- REZ (iShares Residential Rel Est Capped) 2.33% (76%)
- PSR (PowerShares Active US Real Estate ETF) 1.62% (75%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.96% (36%)
- REM (iShares Mortgage Real Estate Capped) 0.69% (34%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.17% (27%)
- FRI (First Trust S&P REIT ETF) 1.47% (26%)
- ICF (iShares Cohen & Steers REIT) 1.71% (23%)
- RWR (SPDR Dow Jones REIT ETF) 1.65% (7%)
- SCHH (Schwab US REIT ETF) 1.69% (4%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 1.56% (2%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.04% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 0.69% (98%)
- RFI (Cohen & Steers Total Return) 0.78% (97%)
- NRO (Neuberger Real Estate Securities Income) 0.47% (63%)
- JRS (Nuveen Real Estate Income) 0.98% (47%)
- PGZ (Principal Real Estate Income Fund) 0.15% (24%)
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