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IFGL: iShares International Developed Real Estate ETF (ETF)
Basic Info 19.81 0.16(0.80%) March 21
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 11/19/2007 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 4.55% |
| Expenses | 0.48% |
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Performance Analytics (As of 03/21/2025)
| 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(%) | -0.9 | 2.6 | -1.6 | -7.5 | 4.4 | -0.7 | 2.3 | -0.4 | -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 | 0.71 | -0.55 | -0.67 | 0.1 | -0.14 | NA | -0.06 | -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 | 33.2 | 38.5 | 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 | 13.7 | 14.8 | 17.5 | 18.0 | 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 | 0.1 | -0.08 | -0.12 | 0.02 | -0.02 | NA | -0.01 | -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 | -0.07 | 0.0 | 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 | 0.98 | 0.97 | 0.99 | 0.97 | 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 | 0.83 | 0.85 | 0.91 | 0.91 | 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 | 4.4 | 2.3 | 3.7 | 3.3 | 4.6 | 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 | -46.7 | -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
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See Global Real Estate Asset Class Trend Rankings |
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Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) 0.16% (98%)
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- RWO (SPDR Dow Jones Global Real Estate ETF) 0.98% (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate ETF) 0.56% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 0.26% (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) 0.58% (99%)
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