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BKRDX: BlackRock Developed Real Estate Index Fu (MUTUAL FUND)
Basic Info 8.17 0(0.0%) August 01
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 08/18/2015 |
| Last Dividend Date: | 07/17/2025 |
| 12-Mo. Yield | 19.15% |
| Expenses | 0.19% |
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Performance Analytics (As of 08/01/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 08/18/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 5.2 | 3.9 | 1.3 | 5.0 | 3.2 | 1.5 | 10.5 | -24.6 | 27.0 | -8.4 | 22.5 | -4.8 | 11.0 | 4.3 | -2.3 |
| Sharpe Ratio | NA | 0.36 | 0.05 | -0.12 | 0.17 | 0.1 | -0.15 | 0.4 | -1.24 | 2.21 | -0.23 | 2.31 | -0.51 | 1.39 | 0.28 | -0.37 |
| Draw Down(%) | NA | 12.7 | 17.5 | 23.1 | 32.5 | 43.0 | 12.1 | 20.2 | 32.4 | 7.1 | 43.0 | 4.2 | 10.1 | 4.8 | 13.0 | 10.0 |
| Standard Deviation(%) | NA | 16.9 | 15.5 | 17.2 | 16.7 | 18.1 | 13.9 | 17.3 | 21.1 | 12.2 | 37.7 | 9.1 | 12.0 | 7.5 | 14.7 | 16.6 |
| Treynor Ratio | NA | 0.07 | 0.01 | -0.02 | 0.03 | 0.02 | -0.03 | 0.07 | -0.3 | 0.34 | -0.08 | 0.29 | -0.08 | 0.16 | 0.06 | -0.08 |
| Alpha | NA | -0.07 | -0.02 | 0.0 | 0.01 | 0.01 | 0.05 | 0.02 | -0.03 | 0.07 | 0.01 | 0.03 | 0.01 | 0.0 | 0.02 | 0.03 |
| Beta | NA | 0.89 | 0.85 | 0.88 | 0.88 | 0.9 | 0.82 | 0.95 | 0.88 | 0.8 | 1.06 | 0.72 | 0.75 | 0.65 | 0.7 | 0.79 |
| RSquared | NA | 0.59 | 0.61 | 0.71 | 0.71 | 0.7 | 0.69 | 0.71 | 0.78 | 0.61 | 0.77 | 0.45 | 0.55 | 0.45 | 0.7 | 0.8 |
| Yield(%) | N/A | 1.7 | 19.1 | 7.7 | 6.9 | N/A | 19.7 | 3.3 | 1.0 | 5.3 | 1.8 | 7.9 | 3.9 | 5.0 | 2.6 | 1.3 |
| Dividend Growth(%) | N/A | -92.8 | 466.2 | 81.0 | N/A | N/A | 546.4 | 155.3 | -77.6 | 164.2 | -74.0 | 82.3 | -18.6 | 102.8 | 82.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/18/2015
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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) 0.10% (95%)
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- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) 0.05% (92%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) 0.10% (91%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) 0.89% (90%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) (89%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) (88%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) 0.45% (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) 0.04% (85%)
Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) 0.83% (98%)
- IFGL (iShares International Developed Real Estate ETF) 0.82% (97%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.11% (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate ETF) 0.62% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 0.26% (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) 0.62% (99%)
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