USRT: iShares Core U.S. REIT ETF (ETF)
Basic Info 57.21 0.49(0.85%) June 13
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/07/2007 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 2.02% |
| Expenses | - |
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Performance Analytics (As of 06/13/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/07/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | -0.2 | 10.3 | 6.8 | 8.0 | 5.9 | 6.6 | 2.7 | 8.6 | 13.6 | -24.4 | 43.3 | -8.1 | 26.0 | -4.6 | 5.3 | 6.3 | 2.9 | 24.4 | -4.5 | 12.6 | 4.8 | 21.4 | 21.5 | -41.6 | -21.3 |
| Sharpe Ratio | NA | -0.16 | 0.38 | 0.17 | 0.3 | 0.21 | NA | 0.06 | 0.12 | 0.47 | -1.06 | 2.79 | -0.18 | 1.99 | -0.36 | 0.45 | 0.36 | 0.18 | 2.28 | -0.31 | 1.0 | 0.17 | 0.81 | 0.33 | -0.64 | -1.24 |
| Draw Down(%) | NA | 16.5 | 19.1 | 23.0 | 31.0 | 44.4 | NA | 72.9 | 10.1 | 19.7 | 31.0 | 7.2 | 44.4 | 6.1 | 13.1 | 6.3 | 14.0 | 15.8 | 7.6 | 19.3 | 9.8 | 22.5 | 15.9 | 40.9 | 63.0 | 23.5 |
| Standard Deviation(%) | NA | 21.9 | 18.4 | 20.1 | 20.0 | 21.8 | NA | 29.6 | 16.0 | 20.3 | 24.4 | 15.5 | 45.3 | 12.4 | 16.5 | 10.5 | 16.7 | 16.2 | 10.7 | 14.8 | 12.7 | 27.5 | 26.4 | 64.2 | 66.7 | 26.9 |
| Treynor Ratio | NA | -0.05 | 0.12 | 0.04 | 0.08 | 0.05 | NA | 0.02 | 0.03 | 0.09 | -0.33 | 0.62 | -0.08 | 0.59 | -0.11 | 0.09 | 0.08 | 0.04 | 0.53 | -0.06 | 0.19 | 0.05 | 0.18 | 0.12 | -0.37 | -0.44 |
| Alpha | NA | -0.01 | 0.01 | -0.03 | -0.01 | -0.01 | NA | -0.02 | -0.03 | -0.04 | -0.04 | 0.08 | -0.1 | 0.05 | -0.01 | -0.02 | -0.01 | 0.01 | 0.07 | -0.11 | 0.01 | 0.02 | 0.01 | -0.05 | 0.05 | -0.13 |
| Beta | NA | 0.66 | 0.61 | 0.8 | 0.78 | 0.83 | NA | 1.01 | 0.64 | 1.08 | 0.79 | 0.7 | 1.07 | 0.42 | 0.53 | 0.52 | 0.72 | 0.68 | 0.46 | 0.82 | 0.65 | 0.97 | 1.18 | 1.85 | 1.13 | 0.76 |
| RSquared | NA | 0.59 | 0.45 | 0.5 | 0.49 | 0.52 | NA | 0.5 | 0.27 | 0.52 | 0.66 | 0.39 | 0.71 | 0.18 | 0.3 | 0.12 | 0.35 | 0.42 | 0.25 | 0.4 | 0.46 | 0.74 | 0.69 | 0.65 | 0.48 | 0.26 |
| Yield(%) | N/A | 0.0 | 2.0 | 3.0 | 3.4 | 3.7 | 3.7 | N/A | 3.0 | 3.5 | 2.5 | 3.3 | 2.8 | 4.2 | 5.1 | 3.5 | 3.3 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -37.7 | -8.1 | -14.3 | N/A | N/A | N/A | -5.5 | 0.8 | 11.5 | 1.9 | -17.2 | -28.2 | 48.9 | 11.7 | 17.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/07/2007
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