Find A Portfolio/Ticker
Comparison Box
IFGL: iShares International Developed Real Estate ETF (ETF)
Basic Info 19.34 0.23(1.18%) January 22
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 11/19/2007 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 4.56% |
| Expenses | 0.48% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/19/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 0.2 | -2.5 | -8.6 | -6.0 | -0.7 | 2.4 | -0.5 | -7.3 | 5.4 | -24.2 | 8.3 | -7.6 | 20.7 | -6.4 | 16.9 | 1.4 | -3.9 | 0.8 | 4.6 | 39.6 | -15.6 | 14.7 | 41.8 | -52.1 | -0.8 |
| Sharpe Ratio | NA | -0.28 | -0.54 | -0.74 | -0.42 | -0.15 | NA | -0.07 | -0.93 | 0.07 | -1.24 | 0.67 | -0.26 | 2.11 | -0.63 | 2.02 | 0.07 | -0.26 | 0.07 | 0.29 | 2.62 | -0.6 | 0.7 | 1.16 | -1.13 | -0.28 |
| Draw Down(%) | NA | 3.5 | 18.0 | 33.7 | 40.4 | 40.4 | NA | 70.3 | 18.0 | 21.7 | 34.3 | 9.1 | 40.4 | 6.5 | 12.5 | 4.4 | 13.1 | 14.7 | 10.4 | 18.7 | 10.7 | 24.9 | 17.2 | 37.6 | 63.2 | 12.1 |
| Standard Deviation(%) | NA | 14.3 | 14.6 | 17.7 | 20.1 | 16.8 | NA | 21.8 | 14.8 | 16.9 | 20.8 | 12.4 | 30.4 | 9.1 | 12.3 | 8.0 | 17.1 | 15.1 | 10.9 | 15.6 | 15.2 | 26.2 | 21.0 | 36.0 | 46.8 | 30.4 |
| Treynor Ratio | NA | -0.05 | -0.08 | -0.13 | -0.09 | -0.03 | NA | -0.02 | -0.14 | 0.01 | -0.27 | 0.09 | -0.08 | 0.21 | -0.08 | 0.18 | 0.01 | -0.04 | 0.01 | 0.05 | 0.42 | -0.17 | 0.17 | 0.43 | -0.57 | -0.13 |
| Alpha | NA | -0.03 | 0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.02 | -0.02 | -0.03 |
| Beta | NA | 0.88 | 0.97 | 0.98 | 0.96 | 0.96 | NA | 0.94 | 0.97 | 1.05 | 0.94 | 0.96 | 0.95 | 0.94 | 0.99 | 0.9 | 0.95 | 0.93 | 0.94 | 1.0 | 0.96 | 0.92 | 0.87 | 0.96 | 0.92 | 0.64 |
| RSquared | NA | 0.9 | 0.86 | 0.91 | 0.92 | 0.92 | NA | 0.83 | 0.87 | 0.92 | 0.93 | 0.84 | 0.95 | 0.78 | 0.92 | 0.73 | 0.95 | 0.95 | 0.9 | 0.93 | 0.89 | 0.93 | 0.89 | 0.81 | 0.67 | 0.4 |
| Yield(%) | N/A | 0.0 | 4.5 | 2.4 | 2.3 | 3.4 | 4.9 | N/A | 4.3 | 1.9 | 2.1 | 3.4 | 2.0 | 8.6 | 3.7 | 2.6 | 7.3 | 3.4 | 3.5 | 10.7 | 7.4 | 3.4 | 6.6 | 7.8 | 2.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 135.4 | -49.8 | -51.8 | N/A | N/A | N/A | 135.4 | -32.7 | -36.6 | 57.1 | -74.3 | 107.4 | 64.5 | -66.6 | 95.5 | -3.5 | -70.3 | 88.9 | 76.7 | -44.2 | 7.9 | 53.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2007
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) 1.37% (95%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) 1.38% (94%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) 1.47% (93%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) 1.37% (92%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) 1.38% (91%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) 0.79% (90%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) 1.45% (89%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) 1.46% (88%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) 0.75% (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) 1.32% (85%)
Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) 1.07% (98%)
- IFGL (iShares International Developed Real Estate ETF) 1.18% (97%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 1.36% (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate ETF) 1.26% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 0.98% (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) 1.52% (99%)
Latest Articles Related to IFGL
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
