ALPS Active REIT ETF (REIT)
REIT is an actively managed ETF by ALPS. REIT launched on Feb 24, 2021 and has a 0.68% expense ratio.
ETF Info
| ISIN | US00162Q4459 |
|---|---|
| Issuer | ALPS |
| Inception Date | Feb 24, 2021 |
| Region | North America (U.S.) |
| Category | REIT |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Real Estate |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
REIT features an expense ratio of 0.68%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: REIT vs. IHG, REIT vs. VGT, REIT vs. VTI, REIT vs. SPYG, REIT vs. VOO, REIT vs. SCHG, REIT vs. INDS, REIT vs. VEA, REIT vs. SPYD, REIT vs. SGOV
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ALPS Active REIT ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
ALPS Active REIT ETF had a return of 13.16% year-to-date (YTD) and 35.19% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.16% | 25.70% |
| 1 month | 2.33% | 3.51% |
| 6 months | 18.29% | 14.80% |
| 1 year | 35.19% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of REIT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.66% | 0.95% | 1.91% | -7.56% | 4.57% | 2.81% | 6.65% | 5.75% | 2.49% | -3.12% | 13.16% | ||
| 2023 | 10.22% | -4.64% | -2.32% | 0.74% | -3.75% | 4.70% | 3.33% | -3.33% | -6.11% | -5.18% | 11.38% | 10.17% | 13.74% |
| 2022 | -7.02% | -2.67% | 7.79% | -5.05% | -4.69% | -7.00% | 10.04% | -5.62% | -11.51% | 3.42% | 5.82% | -4.61% | -21.23% |
| 2021 | 4.44% | 6.70% | 1.30% | 3.46% | 4.86% | 0.24% | -5.15% | 6.78% | -0.83% | 8.33% | 33.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of REIT is 53, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
ALPS Active REIT ETF provided a 3.09% dividend yield over the last twelve months, with an annual payout of $0.90 per share.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.90 | $0.82 | $0.67 | $1.47 |
Dividend yield | 3.09% | 3.13% | 2.81% | 4.70% |
Monthly Dividends
The table displays the monthly dividend distributions for ALPS Active REIT ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.64 | |
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.25 | $0.82 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.22 | $0.67 |
| 2021 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.03 | $1.47 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the ALPS Active REIT ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the ALPS Active REIT ETF was 29.30%, occurring on Oct 27, 2023. Recovery took 220 trading sessions.
The current ALPS Active REIT ETF drawdown is 1.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.3% | Apr 21, 2022 | 383 | Oct 27, 2023 | 220 | Sep 13, 2024 | 603 |
| -11.24% | Jan 3, 2022 | 36 | Feb 23, 2022 | 39 | Apr 20, 2022 | 75 |
| -6.96% | Sep 7, 2021 | 18 | Sep 30, 2021 | 20 | Oct 28, 2021 | 38 |
| -5% | Nov 26, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -4.6% | Sep 24, 2024 | 29 | Nov 1, 2024 | — | — | — |
Volatility
Volatility Chart
The current ALPS Active REIT ETF volatility is 4.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.