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IFEU: iShares Europe Developed Real Estate ETF (ETF)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/27/2007 |
Last Dividend Date: | 06/15/2020 |
12-Mo. Yield | 3.47% |
Expenses | 0.48% |
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Performance Analytics (As of 09/08/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/27/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.2 | -3.7 | -1.6 | 2.6 | -2.3 | -15.8 | 20.8 | -16.4 | 23.8 | -11.5 | 3.0 | 5.5 | 12.6 | 24.5 | -17.6 | 2.3 | 29.9 | -52.6 | 1.0 |
Sharpe Ratio | NA | -0.73 | -1.15 | -1.23 | -0.85 | -0.71 | -1.03 | -0.21 | -2.5 | 0.4 | -1.86 | -0.79 | -0.93 | -0.37 | 0.28 | -1.16 | -0.63 | 0.28 | -0.92 | 22.93 |
Draw Down(%) | NA | 42.6 | 42.6 | 42.6 | 42.6 | 74.4 | 42.6 | 9.2 | 19.5 | 5.2 | 20.1 | 11.6 | 17.5 | 14.2 | 11.4 | 34.2 | 25.9 | 38.1 | 68.0 | 0.0 |
Standard Deviation(%) | NA | 32.2 | 21.5 | 21.2 | 21.2 | 31.8 | 39.3 | 11.6 | 15.2 | 11.3 | 24.4 | 19.6 | 14.0 | 16.3 | 21.9 | 31.1 | 25.8 | 40.5 | 78.1 | 11.6 |
Treynor Ratio | NA | -0.29 | -0.29 | -0.3 | -0.34 | -0.38 | -0.45 | -0.06 | -0.4 | 0.05 | -0.49 | -0.15 | -0.16 | -0.68 | 0.07 | -0.4 | -0.19 | 0.15 | -1.14 | 3.71 |
Alpha | NA | 0.09 | 0.02 | -0.04 | -0.29 | -0.2 | 0.03 | 0.02 | 0.0 | 0.0 | -0.07 | 0.07 | 0.02 | -1.14 | -0.03 | -0.02 | -0.16 | 0.01 | -0.04 | -0.09 |
Beta | NA | 0.82 | 0.84 | 0.87 | 0.53 | 0.6 | 0.9 | 0.39 | 0.95 | 0.95 | 0.92 | 1.01 | 0.81 | 0.09 | 0.9 | 0.9 | 0.86 | 0.76 | 0.63 | 0.72 |
RSquared | NA | 0.62 | 0.59 | 0.58 | 0.34 | 0.23 | 0.69 | 0.17 | 0.6 | 0.44 | 0.56 | 0.67 | 0.41 | 0.07 | 0.38 | 0.63 | 0.57 | 0.41 | 0.1 | 1.0 |
Yield(%) | N/A | 3.1 | 3.8 | 3.4 | 5.1 | N/A | 1.2 | 4.7 | 4.1 | 4.3 | 2.4 | 3.6 | 2.9 | 3.5 | 5.3 | 4.1 | 6.3 | 2.8 | 4.1 | 0.0 |
Dividend Growth(%) | N/A | -29.3 | 40.3 | 4.1 | N/A | N/A | -69.2 | -4.8 | 17.6 | 59.6 | -31.0 | 33.0 | -11.0 | -18.7 | 8.1 | -34.0 | 189.2 | -67.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2007
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