The Real Estate Etf Performance
| XLRE Etf | USD 41.51 0.54 1.32% |
The etf holds a Beta of 0.0842, which implies not very significant fluctuations relative to the market. As returns on the market increase, Real Estate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Real Estate is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days The Real Estate has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Real Estate is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | REITs see Q3 FFO reduce YY despite higher net operating income, occupancy | 11/18/2024 |
2 | Is this a good time to invest in XLRE Sector ETF - Cantech Letter | 11/29/2024 |
3 | Equity REITs raise record capital in Q3 through ATM offerings - report | 12/05/2024 |
4 | Most and least shorted SP 500 real estate stocks in November | 12/13/2024 |
| In Threey Sharp Ratio | -0.29 |
Real |
Real Estate Relative Risk vs. Return Landscape
If you would invest 4,229 in The Real Estate on November 1, 2024 and sell it today you would lose (78.00) from holding The Real Estate or give up 1.84% of portfolio value over 90 days. The Real Estate is currently does not generate positive expected returns and assumes 1.1965% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than Real, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Real Estate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Real Estate's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as The Real Estate, and traders can use it to determine the average amount a Real Estate's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.02
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XLRE |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Real Estate is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Real Estate by adding Real Estate to a well-diversified portfolio.
Real Estate Fundamentals Growth
Real Etf prices reflect investors' perceptions of the future prospects and financial health of Real Estate, and Real Estate fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Real Etf performance.
| Price To Earning | 28.84 X | |||
| Price To Book | 2.94 X | |||
| Price To Sales | 6.19 X | |||
| Total Asset | 4.61 B | |||
About Real Estate Performance
By analyzing Real Estate's fundamental ratios, stakeholders can gain valuable insights into Real Estate's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Real Estate has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Real Estate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Under normal market conditions, the fund generally invests substantially all, but at least 95, of its total assets in the securities comprising the index. SP 500 is traded on NYSEARCA Exchange in the United States.| Real Estate generated a negative expected return over the last 90 days | |
| The fund keeps 99.58% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in The Real Estate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Real Estate is measured differently than its book value, which is the value of Real that is recorded on the company's balance sheet. Investors also form their own opinion of Real Estate's value that differs from its market value or its book value, called intrinsic value, which is Real Estate's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Real Estate's market value can be influenced by many factors that don't directly affect Real Estate's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Real Estate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Real Estate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Real Estate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.