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ALPS Active REIT ETF (REIT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


Expense ratio chart for REIT: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

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. SPYD REIT vs. VEA REIT vs. SGOV
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. SPYD REIT vs. VEA 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.


0.00%5.00%10.00%15.00%20.00%25.00%JuneJulyAugustSeptemberOctoberNovember
24.83%
13.89%
REIT (ALPS Active REIT ETF)
Benchmark (^GSPC)

Returns By Period

ALPS Active REIT ETF had a return of 16.17% year-to-date (YTD) and 29.98% in the last 12 months.


REIT

YTD

16.17%

1M

3.05%

6M

24.82%

1Y

29.98%

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

25.76%

1M

3.01%

6M

13.89%

1Y

31.70%

5Y (annualized)

13.85%

10Y (annualized)

11.26%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.66%0.95%1.91%-7.56%4.57%2.81%6.65%5.75%2.49%-3.12%16.17%
202310.22%-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%
20214.44%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 55, 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.


The Risk-Adjusted Performance Rank of REIT is 5555
Overall Rank
The Sharpe Ratio Rank of REIT is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of REIT is 5959
Sortino Ratio Rank
The Omega Ratio Rank of REIT is 5757
Omega Ratio Rank
The Calmar Ratio Rank of REIT is 4949
Calmar Ratio Rank
The Martin Ratio Rank of REIT is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for REIT, currently valued at 1.88, compared to the broader market-2.000.002.004.001.882.59
The chart of Sortino ratio for REIT, currently valued at 2.59, compared to the broader market-2.000.002.004.006.008.0010.002.593.45
The chart of Omega ratio for REIT, currently valued at 1.32, compared to the broader market0.501.001.502.002.503.001.321.48
The chart of Calmar ratio for REIT, currently valued at 1.46, compared to the broader market0.005.0010.0015.001.463.74
The chart of Martin ratio for REIT, currently valued at 7.83, compared to the broader market0.0020.0040.0060.0080.00100.007.8316.58
REIT
^GSPC

The current ALPS Active REIT ETF Sharpe ratio is 1.88. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of ALPS Active REIT ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.88
2.59
REIT (ALPS Active REIT ETF)
Benchmark (^GSPC)

Dividends

Dividend History

ALPS Active REIT ETF provided a 3.01% dividend yield over the last twelve months, with an annual payout of $0.90 per share.


3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.50202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$0.90$0.82$0.67$1.47

Dividend yield

3.01%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-0.38%
REIT (ALPS Active REIT ETF)
Benchmark (^GSPC)

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.3%Apr 21, 2022383Oct 27, 2023220Sep 13, 2024603
-11.24%Jan 3, 202236Feb 23, 202239Apr 20, 202275
-6.96%Sep 7, 202118Sep 30, 202120Oct 28, 202138
-5%Nov 26, 20214Dec 1, 20215Dec 8, 20219
-4.6%Sep 24, 202429Nov 1, 202416Nov 25, 202445

Volatility

Volatility Chart

The current ALPS Active REIT ETF volatility is 4.65%, 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.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
4.65%
4.03%
REIT (ALPS Active REIT ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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