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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.
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Returns By Period
ALPS Active REIT ETF (REIT) has returned 4.77% so far this year and 3.28% over the past 12 months.
ALPS Active REIT ETF
- 1D
- 1.34%
- 1M
- -5.61%
- YTD
- 4.77%
- 6M
- 3.50%
- 1Y
- 3.28%
- 3Y*
- 7.32%
- 5Y*
- 4.96%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 26, 2021, REIT's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, your investment would double in approximately 9.5 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2023 with a return of +11.4%, while the worst month was Sep 2022 at -11.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, REIT closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +5.9%, while the worst single day was Apr 29, 2022 at -5.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.57% | 8.22% | -5.61% | 4.77% | |||||||||
| 2025 | 1.39% | 2.39% | -2.83% | -3.08% | 1.21% | -0.98% | -1.31% | 3.73% | 0.35% | -1.17% | 1.85% | -1.85% | -0.55% |
| 2024 | -3.66% | 0.95% | 1.91% | -7.56% | 4.57% | 2.80% | 6.65% | 5.75% | 2.49% | -3.12% | 4.85% | -7.38% | 7.11% |
| 2023 | 10.22% | -4.64% | -2.32% | 0.74% | -3.75% | 4.70% | 3.33% | -3.32% | -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 | 4.43% | 6.70% | 1.30% | 3.46% | 4.86% | 0.24% | -5.15% | 6.78% | -0.83% | 8.33% | 33.56% |
Benchmark Metrics
ALPS Active REIT ETF has an annualized alpha of -1.06%, beta of 0.70, and R² of 0.41 versus S&P 500 Index. Calculated based on daily prices since March 01, 2021.
- This ETF participated in 106.16% of S&P 500 Index downside but only 84.61% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.41 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -1.06%
- Beta
- 0.70
- R²
- 0.41
- Upside Capture
- 84.61%
- Downside Capture
- 106.16%
Expense Ratio
REIT has an expense ratio of 0.68%, placing it in the medium range.
Return for Risk
Risk / Return Rank
REIT ranks 18 for risk / return — in the bottom 18% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and compare them to a chosen benchmark (S&P 500 Index).
| REIT | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.90 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.39 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.21 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.40 | -1.05 |
Martin ratioReturn relative to average drawdown | 1.26 | 6.61 | -5.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore REIT risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
ALPS Active REIT ETF provided a 3.01% dividend yield over the last twelve months, with an annual payout of $0.82 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.82 | $0.84 | $0.83 | $0.82 | $0.67 | $1.47 |
Dividend yield | 3.01% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.18 | $0.18 | |||||||||
| 2025 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.21 | $0.84 |
| 2024 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.19 | $0.83 |
| 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.
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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 5.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.3% | Apr 21, 2022 | 383 | Oct 27, 2023 | 220 | Sep 13, 2024 | 603 |
| -18.19% | Nov 29, 2024 | 88 | Apr 8, 2025 | 214 | Feb 13, 2026 | 302 |
| -11.24% | Jan 3, 2022 | 36 | Feb 23, 2022 | 39 | Apr 20, 2022 | 75 |
| -7.35% | Mar 3, 2026 | 19 | Mar 27, 2026 | — | — | — |
| -6.96% | Sep 7, 2021 | 18 | Sep 30, 2021 | 20 | Oct 28, 2021 | 38 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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