Find A Portfolio/Ticker
Comparison Box
IFGL: iShares International Dev Rel Est (ETF)
Basic Info 29.33 0.3(1.01%) September 17
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 11/19/2007 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 1.37% |
| Expenses | 0.48% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.4 | 8.7 | 18.8 | 4.7 | 4.5 | 5.9 | 1.6 | -7.7 | 20.6 | -6.4 | 16.9 | 1.4 | -3.9 | 0.8 | 4.6 | 39.6 | -15.6 | 14.7 | 41.8 | -52.1 | -0.8 |
| SR | NA | 1.0 | 1.32 | 0.2 | 0.23 | 0.33 | 0.05 | -0.26 | 2.11 | -0.63 | 2.03 | 0.07 | -0.26 | 0.07 | 0.3 | 2.62 | -0.6 | 0.7 | 1.16 | -1.13 | -0.28 |
| DD(%) | NA | 4.9 | 8.5 | 40.4 | 40.4 | 40.4 | 70.3 | 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 |
| SD(%) | NA | 12.5 | 14.1 | 19.8 | 16.7 | 16.5 | 22.8 | 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 |
| TR | NA | 0.13 | 0.2 | 0.04 | 0.04 | 0.06 | 0.01 | -0.08 | 0.2 | -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 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.02 | 0.02 | -0.02 | -0.03 |
| Beta(%) | NA | 0.97 | 0.95 | 0.95 | 0.95 | 0.95 | 0.93 | 0.95 | 0.94 | 0.99 | 0.89 | 0.95 | 0.93 | 0.94 | 1.0 | 0.96 | 0.92 | 0.87 | 0.96 | 0.92 | 0.64 |
| RS | NA | 0.86 | 0.89 | 0.93 | 0.92 | 0.92 | 0.82 | 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 |
*: 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 (Russell Global Real Estate Secs S) 0.0% (93%)
- IRGIX (ING Clarion Global Real Estate Port I) 1.18% (92%)
- IGREX (Invesco Global Real Estate Instl) 1.07% (91%)
- PURZX (Prudential Global Real Estate Z) 1.18% (90%)
- ARIIX (AllianceBern Global Rel Est Invmt Instl) 1.18% (89%)
- TAREX (Third Avenue Real Estate Value Instl) 0.82% (88%)
- AEEIX (AllianceBern Glbl Rel Est Invmt I) 1.17% (87%)
- IRFIX (Cohen & Steers International Realty I) 1.17% (85%)
- CSSPX (Cohen & Steers Global Realty I) 1.25% (85%)
- FIREX (Fidelity International Real Estate) 0.41% (84%)
Best ETFs
- RWX (SPDR Dow Jones International RelEst ETF) 0.99% (98%)
- DRW (WisdomTree Global ex-US Real Estate ETF) 0.85% (97%)
- IFGL (iShares International Dev Rel Est) 1.01% (96%)
- WPS (iShares International Developed Property) 0.94% (95%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 0.86% (95%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 1.21% (94%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.90% (35%)
Best Closed End Funds
- AWP (Alpine Global Premier Property Common) 3.40% (100%)
- IGR (CBRE Clarion Global Real Estate Income) 1.96% (99%)
Latest Articles Related to IFGL
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments