PSR vs. GDMA
Compare and contrast key facts about Invesco Active U.S. Real Estate Fund (PSR) and Gadsden Dynamic Multi-Asset ETF (GDMA).
PSR and GDMA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSR is an actively managed fund by Invesco. It was launched on Nov 20, 2008. GDMA is an actively managed fund by Gadsden. It was launched on Nov 14, 2018.
Performance
PSR vs. GDMA - Performance Comparison
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PSR vs. GDMA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 3.25% | 2.63% | 1.79% | 8.34% | -25.52% | 41.71% | -6.04% | 28.76% | -4.93% |
GDMA Gadsden Dynamic Multi-Asset ETF | 5.56% | 25.29% | 7.44% | 1.72% | -2.08% | 3.95% | 21.08% | 11.59% | -3.93% |
Returns By Period
In the year-to-date period, PSR achieves a 3.25% return, which is significantly lower than GDMA's 5.56% return.
PSR
- 1D
- 1.59%
- 1M
- -6.40%
- YTD
- 3.25%
- 6M
- 1.32%
- 1Y
- 2.77%
- 3Y*
- 4.91%
- 5Y*
- 2.26%
- 10Y*
- 4.86%
GDMA
- 1D
- -0.16%
- 1M
- -5.27%
- YTD
- 5.56%
- 6M
- 8.64%
- 1Y
- 30.39%
- 3Y*
- 14.82%
- 5Y*
- 7.72%
- 10Y*
- —
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PSR vs. GDMA - Expense Ratio Comparison
PSR has a 0.35% expense ratio, which is lower than GDMA's 0.77% expense ratio.
Return for Risk
PSR vs. GDMA — Risk / Return Rank
PSR
GDMA
PSR vs. GDMA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Active U.S. Real Estate Fund (PSR) and Gadsden Dynamic Multi-Asset ETF (GDMA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PSR | GDMA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 2.52 | -2.34 |
Sortino ratioReturn per unit of downside risk | 0.34 | 3.29 | -2.94 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.48 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 4.72 | -4.41 |
Martin ratioReturn relative to average drawdown | 1.22 | 14.01 | -12.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSR | GDMA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 2.52 | -2.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.82 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.85 | -0.36 |
Correlation
The correlation between PSR and GDMA is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PSR vs. GDMA - Dividend Comparison
PSR's dividend yield for the trailing twelve months is around 2.62%, less than GDMA's 2.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 2.62% | 2.56% | 3.06% | 2.93% | 2.95% | 2.12% | 3.09% | 2.55% | 2.64% | 0.14% | 3.60% | 3.20% |
GDMA Gadsden Dynamic Multi-Asset ETF | 2.65% | 2.79% | 2.32% | 4.14% | 1.18% | 2.10% | 0.62% | 3.17% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSR vs. GDMA - Drawdown Comparison
The maximum PSR drawdown since its inception was -42.31%, which is greater than GDMA's maximum drawdown of -16.66%. Use the drawdown chart below to compare losses from any high point for PSR and GDMA.
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Drawdown Indicators
| PSR | GDMA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.31% | -16.66% | -25.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.98% | -6.44% | -5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -34.81% | -12.74% | -22.07% |
Max Drawdown (10Y)Largest decline over 10 years | -42.31% | — | — |
Current DrawdownCurrent decline from peak | -12.97% | -6.06% | -6.91% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -3.78% | -5.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.17% | +0.89% |
Volatility
PSR vs. GDMA - Volatility Comparison
Invesco Active U.S. Real Estate Fund (PSR) has a higher volatility of 4.52% compared to Gadsden Dynamic Multi-Asset ETF (GDMA) at 4.01%. This indicates that PSR's price experiences larger fluctuations and is considered to be riskier than GDMA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSR | GDMA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 4.01% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 9.88% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 12.12% | +3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.50% | 9.44% | +9.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 10.82% | +9.48% |