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US Diversified Real Estate ETF

PPTY
ETF · Currency in USD
ISIN
US26922A5112
CUSIP
26922A511
Issuer
Vident
Inception Date
Mar 24, 2018
Region
North America (U.S.)
Category
Real Estate
Expense Ratio
0.49%
Index Tracked
USREX - U.S. Diversified Real Estate Index
ETF Home Page
pptyetf.com
Asset Class
Real Estate

Asset Class Size

Multi-Cap

Asset Class Style

Blend

PPTYPrice Chart


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S&P 500

PPTYPerformance

The chart shows the growth of $10,000 invested in US Diversified Real Estate ETF on Mar 28, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,715 for a total return of roughly 57.15%. All prices are adjusted for splits and dividends.


PPTY (US Diversified Real Estate ETF)
Benchmark (S&P 500)

PPTYReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.31%
6M13.11%
YTD24.83%
1Y33.83%
5Y13.89%
10Y13.89%

PPTYMonthly Returns Heatmap


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PPTYSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current US Diversified Real Estate ETF Sharpe ratio is 1.75. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


PPTY (US Diversified Real Estate ETF)
Benchmark (S&P 500)

PPTYDividends

US Diversified Real Estate ETF granted a 2.91% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $1.04 per share.


PeriodTTM202020192018
Dividend$1.04$1.00$1.07$0.56

Dividend yield

2.91%3.44%3.30%2.16%

PPTYDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


PPTY (US Diversified Real Estate ETF)
Benchmark (S&P 500)

PPTYWorst Drawdowns

The table below shows the maximum drawdowns of the US Diversified Real Estate ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the US Diversified Real Estate ETF is 41.69%, recorded on Mar 23, 2020. It took 271 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.69%Feb 24, 202021Mar 23, 2020271Apr 20, 2021292
-12.72%Dec 7, 201812Dec 24, 201824Jan 30, 201936
-8.5%Aug 30, 201831Oct 12, 201837Dec 6, 201868
-4.85%Jun 21, 20194Jun 26, 20199Jul 10, 201913
-4.69%Oct 31, 201933Dec 17, 201920Jan 16, 202053
-4.38%Jul 11, 201918Aug 5, 201910Aug 19, 201928
-4.37%May 3, 20218May 12, 20218May 24, 202116
-4.03%Jun 15, 20214Jun 18, 202115Jul 12, 202119
-3.9%Sep 3, 20215Sep 10, 2021
-3.87%May 11, 20185May 17, 20188May 30, 201813

PPTYVolatility Chart

Current US Diversified Real Estate ETF volatility is 15.64%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


PPTY (US Diversified Real Estate ETF)
Benchmark (S&P 500)

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