Find A Portfolio/Ticker
Comparison Box
SRVR: Pacer Benchmark Data & Infrastructure Real Estate SCTR (ETF)
Basic Info 27.37 0.82(3.09%) May 09
Asset Class: | US Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/17/2018 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 3.71% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 02/06/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.1 | -7.6 | -2.4 | -8.1 | 1.2 | -2.8 | 6.8 | -31.9 | 22.3 | 12.1 | 42.0 | -2.7 |
Sharpe Ratio | NA | -1.89 | -0.43 | -0.56 | -0.05 | 0.09 | 0.14 | -1.25 | 1.53 | 0.33 | 2.87 | -0.35 |
Draw Down(%) | NA | 13.0 | 17.8 | 41.0 | 41.0 | 41.0 | 23.2 | 38.7 | 12.4 | 32.9 | 7.7 | 16.3 |
Standard Deviation(%) | NA | 16.3 | 18.4 | 20.8 | 23.8 | 22.7 | 19.3 | 26.8 | 14.6 | 35.8 | 14.1 | 16.5 |
Treynor Ratio | NA | -0.37 | -0.09 | -0.13 | -0.01 | 0.03 | 0.03 | -0.33 | 0.31 | 0.16 | 0.42 | -0.07 |
Alpha | NA | -0.06 | -0.03 | -0.03 | -0.01 | 0.0 | -0.01 | -0.03 | -0.01 | 0.06 | 0.04 | -0.03 |
Beta | NA | 0.83 | 0.88 | 0.91 | 0.81 | 0.81 | 0.85 | 1.01 | 0.71 | 0.73 | 0.96 | 0.85 |
RSquared | NA | 0.82 | 0.8 | 0.81 | 0.76 | 0.75 | 0.8 | 0.87 | 0.54 | 0.76 | 0.69 | 0.66 |
Yield(%) | N/A | 0.6 | 3.7 | 1.9 | 2.3 | N/A | 3.8 | 1.1 | 1.5 | 1.8 | 2.3 | 2.0 |
Dividend Growth(%) | N/A | -84.5 | 63.3 | N/A | N/A | N/A | 124.5 | -5.8 | -10.3 | 9.4 | 6.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2020
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See US Real Estate Asset Class Trend Rankings |
Top Rated Funds in US Real Estate
Best Mutual Funds
- PRRSX (REALESTATEREALRETURN STRATEGY FUND INSTITUTIONAL) 2.23% (100%)
- PETPX (PIMCO REALESTATEREALRETURN STRATEGY FUND CLASS P) 2.24% (100%)
- VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) 2.07% (81%)
- VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) 2.04% (51%)
Best ETFs
- IYR (iShares U.S. Real Estate ETF) 1.92% (100%)
- VNQ (Vanguard Real Estate Index Fund ETF Shares) 2.05% (95%)