Pacer Benchmark Industrial Real Estate SCTR ETF
Ticker
INDS
ISIN
US69374H766
Price
USD 38.37
Change Today
-0.37 / -0.955 %
Price 1 year ago
33.17 / 15.691 %
Morningstar
5
52 Week Low
34.75
52 Week High
43.76
200 Day Moving Average 39.04
39.04
50-day Moving Average
41.27
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 1.89 |
| Sortino Ratio | 1.18 |
| Maximum Drawdown | -3.38% |
| Maximum Drawdown Date | 2024-01-05 |
| Calmar Ratio | -30.83 |
1 year
| Parameter | Value |
|---|---|
| Treynor Ratio | - |
| Return | 4.96 |
| Volatility | 7.699% |
| Alpha | -7.76 |
| Beta | -- |
| R Squared | +70.47 |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 12.216% |
| Average Annual Volatility | 24.116% |
| Sharpe Ratio | 0.51 |
| Sortino Ratio | 0.49 |
| Maximum Drawdown | -39.0% |
| Maximum Drawdown Date | 2023-10-27 |
| Calmar Ratio | -0.35 |
Company information
Summary
The investment seeks to track the total return performance, before fees and expenses, of the Solactive GPR Industrial Real Estate Index. The index is generally composed of the equity securities of developed markets companies that derive at least 85% of their earnings or revenues from real estate operations in the industrial real estate sector, including companies that derive at least 85% of their earnings or revenues from self-storage real estate operations. The fund will invest at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in companies the industrial real estate sector. The fund is non-diversified.
Market
US
Category
Real Estate
Expense Ratio
0.60%
Fund family
Pacer
Morningstar
5
Yield
0.0215
Exchange
PCX
| Sector | Weight |
|---|---|
| Realestate | 99.81% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
| Country | Ratio |
|---|---|
| United States | 69.96 |
| United Kingdom | 9.33 |
| Singapore | 5.15 |
| Canada | 4.43 |
| Belgium | 3.96 |
| Japan | 3.06 |
| Sweden | 2.43 |
| Australia | 1.69 |
| Argentina | 0.00 |
| Austria | 0.00 |
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| DRE | Duke Realty Corp | 14.95% |
| PLD | Prologis Inc | 14.88% |
| COLD | Americold Realty Trust | 10.8% |
| LSI | Life Storage Inc | 4.75% |
| IIPR | Innovative Industrial Properties Inc Registered Shs | 4.61% |
| STAG | Stag Industrial Inc | 4.61% |
| ILPT | Industrial Logistics Properties Trust | 4.59% |
| EGP | EastGroup Properties Inc | 4.58% |
| FR | First Industrial Realty Trust Inc | 4.54% |
| REXR | Rexford Industrial Realty Inc | 4.54% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CREFX | Cohen & Steers Real Estate Securities Fund, Inc. | US191912104 | NAS | 5 | |||
| CSEIX | Cohen & Steers Real Estate Securities Fund, Inc. | US191912104 | NAS | 5 | |||
| CSJIX | Cohen & Steers Realty Shares Fund Class I | US74340W103 | NAS | 0.88% | 5 | ||
| CSJZX | Cohen & Steers Realty Shares Fund | US74340W103 | NAS | 5 | |||
| CSRIX | Cohen & Steers Institutional Realty Shares, Inc. | US19247A100 | NAS | 5 | |||
| CSRSX | Cohen & Steers Realty Shares Fund | US74340W103 | NAS | 5 | |||
| INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | US69374H766 | PCX | 0.60% | 5 | -7.76 | -- |
| PFRSX | Principal Real Estate Securities Fund Class R-6 | US74256W568 | NAS | 5 | |||
| VRREX | Virtus Duff & Phelps Real Estate Securities Fund R6 | US92828R552 | NAS | 5 | |||
| XLRE | The Real Estate Select Sector SPDR Fund | US81369Y860 | PCX | 0.10% | 5 | -2.68 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.