Find A Portfolio/Ticker
Comparison Box
WPS: iShares International Developed Property ETF (ETF)
Basic Info 27.05 0.24(0.90%) April 26
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | (96%) |
Start Date: | 08/07/2007 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 2.53% |
Expenses | 0.48% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/07/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | -5.3 | 1.8 | -8.0 | -3.0 | 0.6 | 5.7 | 0.3 | 7.4 | -24.7 | 9.0 | -5.4 | 20.3 | -9.0 | 20.3 | 1.0 | -0.0 | 0.8 | 7.4 | 39.7 | -16.3 | 18.3 | 37.4 | -50.5 | -1.3 |
Sharpe Ratio | NA | -1.35 | -0.13 | -0.63 | -0.24 | -0.03 | NA | -0.02 | 0.2 | -1.31 | 0.81 | -0.19 | 2.11 | -0.85 | 2.63 | 0.05 | 0.0 | 0.07 | 0.48 | 2.66 | -0.64 | 0.83 | 1.06 | -1.11 | -0.2 |
Draw Down(%) | NA | 8.0 | 14.4 | 37.1 | 40.0 | 40.0 | NA | 72.2 | 20.7 | 34.3 | 7.9 | 40.0 | 6.0 | 15.1 | 4.0 | 12.0 | 14.7 | 9.7 | 18.1 | 10.9 | 23.6 | 17.5 | 38.7 | 63.5 | 17.1 |
Standard Deviation(%) | NA | 14.2 | 15.8 | 16.3 | 18.8 | 15.9 | NA | 21.7 | 15.8 | 20.0 | 11.1 | 29.7 | 8.9 | 12.1 | 7.5 | 15.8 | 14.8 | 10.9 | 15.2 | 15.1 | 25.5 | 21.9 | 35.1 | 46.2 | 28.6 |
Treynor Ratio | NA | -0.2 | -0.02 | -0.11 | -0.05 | 0.0 | NA | 0.0 | 0.03 | -0.28 | 0.1 | -0.06 | 0.21 | -0.11 | 0.25 | 0.01 | 0.0 | 0.01 | 0.08 | 0.42 | -0.18 | 0.19 | 0.39 | -0.53 | -0.06 |
Alpha | NA | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.04 |
Beta | NA | 0.96 | 0.99 | 0.94 | 0.93 | 0.92 | NA | 0.94 | 0.98 | 0.92 | 0.9 | 0.93 | 0.92 | 0.92 | 0.8 | 0.85 | 0.9 | 0.94 | 0.96 | 0.96 | 0.91 | 0.94 | 0.95 | 0.98 | 0.97 |
RSquared | NA | 0.9 | 0.93 | 0.94 | 0.94 | 0.92 | NA | 0.87 | 0.92 | 0.95 | 0.92 | 0.96 | 0.76 | 0.81 | 0.68 | 0.9 | 0.92 | 0.88 | 0.9 | 0.91 | 0.94 | 0.94 | 0.85 | 0.77 | 0.89 |
Yield(%) | N/A | 0.4 | 2.9 | 2.5 | 3.3 | 3.6 | 6.6 | N/A | 2.5 | 1.9 | 4.6 | 2.1 | 7.7 | 3.8 | 2.6 | 5.6 | 3.1 | 4.0 | 4.1 | 6.9 | 3.6 | 5.9 | 6.5 | 2.2 | 1.4 |
Dividend Growth(%) | N/A | -85.3 | 39.3 | -44.5 | -8.7 | N/A | N/A | N/A | -5.6 | -55.6 | 97.6 | -68.9 | 72.5 | 73.9 | -54.4 | 72.3 | -23.3 | -3.3 | -22.6 | 57.3 | -33.3 | 17.0 | 50.0 | 49.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (GLOBAL REAL ESTATE SECURITIES FUND CLASS S) 0.15% (94%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) 0.0% (93%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) 0.36% (92%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) 0.33% (91%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) 0.32% (90%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) 0.53% (89%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) 0.30% (88%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) 0.38% (87%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) 0.47% (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) 0.23% (85%)
Best ETFs
- RWX (SPDR® Dow Jones International Real Estate ETF) 0.93% (98%)
- IFGL (iShares International Developed Real Estate ETF) 1.34% (97%)
- WPS (iShares International Developed Property ETF) 0.90% (96%)
- RWO (SPDR® Dow Jones Global Real Estate ETF) 0.02% (95%)
- VNQI (Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares) 1.22% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 1.64% (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) 1.24% (99%)