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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 has an expense ratio of 0.68%, placing it in the medium range.


Expense ratio chart for REIT: current value is 0.68%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
REIT: 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.


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.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2025FebruaryMarchApril
23.77%
44.97%
REIT (ALPS Active REIT ETF)
Benchmark (^GSPC)

Returns By Period

ALPS Active REIT ETF had a return of -3.44% year-to-date (YTD) and 11.76% in the last 12 months.


REIT

YTD

-3.44%

1M

-3.40%

6M

-7.87%

1Y

11.76%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

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
20251.39%2.39%-2.83%-4.29%-3.44%
2024-3.66%0.95%1.91%-7.56%4.57%2.81%6.65%5.75%2.49%-3.12%4.85%-7.38%7.12%
202310.22%-4.64%-2.32%0.74%-3.75%4.69%3.33%-3.33%-6.11%-5.18%11.38%10.16%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 65, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of REIT is 6565
Overall Rank
The Sharpe Ratio Rank of REIT is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of REIT is 6565
Sortino Ratio Rank
The Omega Ratio Rank of REIT is 6262
Omega Ratio Rank
The Calmar Ratio Rank of REIT is 6969
Calmar Ratio Rank
The Martin Ratio Rank of REIT is 6363
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.


The chart of Sharpe ratio for REIT, currently valued at 0.62, compared to the broader market-1.000.001.002.003.004.00
REIT: 0.62
^GSPC: 0.46
The chart of Sortino ratio for REIT, currently valued at 0.94, compared to the broader market-2.000.002.004.006.008.00
REIT: 0.94
^GSPC: 0.77
The chart of Omega ratio for REIT, currently valued at 1.12, compared to the broader market0.501.001.502.002.50
REIT: 1.12
^GSPC: 1.11
The chart of Calmar ratio for REIT, currently valued at 0.58, compared to the broader market0.002.004.006.008.0010.0012.00
REIT: 0.58
^GSPC: 0.47
The chart of Martin ratio for REIT, currently valued at 2.11, compared to the broader market0.0020.0040.0060.00
REIT: 2.11
^GSPC: 1.94

The current ALPS Active REIT ETF Sharpe ratio is 0.62. 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.62
0.46
REIT (ALPS Active REIT ETF)
Benchmark (^GSPC)

Dividends

Dividend History

ALPS Active REIT ETF provided a 3.14% dividend yield over the last twelve months, with an annual payout of $0.82 per share. The fund has been increasing its distributions for 2 consecutive years.


3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.502021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.82$0.83$0.82$0.67$1.47

Dividend yield

3.14%3.06%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
2025$0.00$0.00$0.20$0.00$0.20
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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.97%
-10.07%
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.

The current ALPS Active REIT ETF drawdown is 10.97%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.3%Apr 21, 2022383Oct 27, 2023220Sep 13, 2024603
-18.19%Nov 29, 202488Apr 8, 2025
-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

Volatility

Volatility Chart

The current ALPS Active REIT ETF volatility is 10.14%, 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%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
10.14%
14.23%
REIT (ALPS Active REIT ETF)
Benchmark (^GSPC)