- ISIN
- US00162Q4459
- Issuer
- ALPS
- Inception Date
- Feb 24, 2021
- Region
- North America (U.S.)
- Category
- REIT
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Real Estate
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $53M
Share Price Chart
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Performance
REIT Performance Chart
ALPS Active REIT ETF (REIT) is up 15.7% since the beginning of the year. REIT is currently trading at $30 per share. Investors who bought $1,000 worth of REIT shares 5 years ago would now be looking at an investment worth $1,252.
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Returns By Period
ALPS Active REIT ETF (REIT) has returned 15.68% so far this year and 16.35% over the past 12 months.
ALPS Active REIT ETF
- 1D
- 1.03%
- 1M
- 0.35%
- YTD
- 15.68%
- 6M
- 15.89%
- 1Y
- 16.35%
- 3Y*
- 12.25%
- 5Y*
- 4.59%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
REIT Monthly Returns History
Based on dividend-adjusted daily data since Feb 26, 2021, REIT's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.
Historically, 57% of months were positive and 43% 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 53% 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% | 8.55% | 0.46% | 1.25% | 15.68% | ||||||
| 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 | -0.41% | 4.43% | 6.70% | 1.30% | 3.46% | 4.86% | 0.24% | -5.15% | 6.78% | -0.83% | 8.33% | 33.02% |
Benchmark Metrics
ALPS Active REIT ETF has an annualized alpha of -0.76%, beta of 0.69, and R2 of 0.40 versus S&P 500 Index. Calculated based on daily prices since February 26, 2021.
- This ETF participated in 103.73% of S&P 500 Index downside but only 81.20% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.69 may look defensive, but with R2 of 0.40 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.40 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
- -0.76%
- Beta
- 0.69
- R²
- 0.40
- Upside Capture
- 81.20%
- Downside Capture
- 103.73%
Expense Ratio
REIT has an expense ratio of 0.68%, placing it in the medium range.
Return for Risk
Risk / Return Rank
REIT ranks 38 for risk / return — below 38% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REIT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.78 | -0.55 |
| Martin ratioReturn relative to average drawdown | 6.44 | 12.44 | -6.00 |
Dividends
Dividend History
ALPS Active REIT ETF provided a 2.75% dividend yield over the last twelve months, with an annual payout of $0.83 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.83 | $0.84 | $0.83 | $0.82 | $0.67 | $1.47 |
Dividend yield | 2.75% | 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 | $0.00 | $0.00 | $0.21 | $0.39 | ||||||
| 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 1.50%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -29.30%Oct 2023 | 1y 6mo | 10mo 22d | 2y 4moApr 2022 - Sep 2024 |
2025 selloff2025 | -18.19%Apr 2025 | 4mo 10d | 10mo 11d | 1y 2moNov 2024 - Feb 2026 |
Bear market2022 | -11.24%Feb 2022 | 1mo 21d | 1mo 26d | 3mo 17dJan 2022 - Apr 2022 |
2026 pullback2026 | -7.35%Mar 2026 | 24d | 18d | 1mo 12dMar 2026 - Apr 2026 |
2021 pullback2021 | -6.96%Sep 2021 | 23d | 28d | 1mo 21dSep 2021 - Oct 2021 |
Drawdown Indicators
| REIT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.30% | -56.78% | +27.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.35% | -9.10% | +1.75% |
Max Drawdown (3Y)Largest decline over 3 years | -18.19% | -18.90% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -29.30% | -25.43% | -3.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.50% | -1.80% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -10.71% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.03% | +0.51% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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