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IYR: iShares U.S. Real Estate ETF (ETF)
Basic Info 99.11 1.1(1.12%) October 11
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 06/19/2000 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 3.11% |
| Expenses | 0.40% |
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Performance Analytics (As of 10/11/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/19/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 10.3 | 28.0 | 1.3 | 4.0 | 6.9 | 9.5 | 6.9 | 8.6 | 11.9 | -25.5 | 38.7 | -5.2 | 28.2 | -4.3 | 9.3 | 7.0 | 1.6 | 26.7 | 1.2 | 18.2 | 5.5 | 26.6 | 30.5 | -39.9 | -18.1 | 34.9 | 8.9 | 30.2 | 35.4 | 3.5 | 8.3 | 12.3 |
| Sharpe Ratio | NA | 0.4 | 1.22 | -0.12 | 0.07 | 0.26 | NA | NA | 0.28 | 0.39 | -1.1 | 2.66 | -0.13 | 2.28 | -0.36 | 0.95 | 0.42 | 0.1 | 2.67 | 0.07 | 1.46 | 0.2 | 1.03 | 0.49 | -0.57 | -0.83 | 2.1 | 0.41 | 1.66 | 2.87 | 0.16 | 0.49 | 1.76 |
| Draw Down(%) | NA | 11.2 | 11.4 | 33.8 | 42.3 | 42.3 | NA | NA | 74.1 | 21.4 | 32.5 | 7.7 | 42.3 | 5.2 | 12.7 | 5.2 | 14.2 | 15.9 | 7.1 | 18.5 | 9.0 | 22.6 | 16.4 | 40.4 | 63.9 | 29.3 | 9.6 | 12.5 | 18.8 | 7.4 | 18.4 | 14.1 | 8.1 |
| Standard Deviation(%) | NA | 15.7 | 17.6 | 20.4 | 25.2 | 20.4 | NA | NA | 26.5 | 19.9 | 24.6 | 14.5 | 41.8 | 11.8 | 15.6 | 9.2 | 16.2 | 16.1 | 10.0 | 15.3 | 12.5 | 28.1 | 25.8 | 61.4 | 71.5 | 25.4 | 15.2 | 16.3 | 17.6 | 12.1 | 15.0 | 12.5 | 11.3 |
| Treynor Ratio | NA | 0.06 | 0.22 | -0.02 | 0.02 | 0.06 | NA | NA | 0.08 | 0.08 | -0.27 | 0.41 | -0.06 | 0.28 | -0.06 | 0.1 | 0.07 | 0.02 | 0.31 | 0.01 | 0.2 | 0.06 | 0.29 | 0.33 | -0.43 | -0.22 | 0.31 | 0.07 | 0.3 | 0.35 | 0.02 | 0.06 | 0.31 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.04 |
| Beta | NA | 0.99 | 0.98 | 0.98 | 0.97 | 0.96 | NA | NA | 0.94 | 0.98 | 0.99 | 0.93 | 0.96 | 0.96 | 0.95 | 0.89 | 0.94 | 0.93 | 0.85 | 0.96 | 0.9 | 0.93 | 0.91 | 0.91 | 0.94 | 0.97 | 1.02 | 1.01 | 0.98 | 0.99 | 0.95 | 1.03 | 0.64 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | NA | NA | 0.97 | 1.0 | 1.0 | 0.93 | 0.99 | 0.99 | 0.98 | 0.96 | 0.98 | 0.98 | 0.95 | 0.97 | 0.97 | 0.99 | 0.98 | 0.99 | 0.97 | 0.95 | 0.96 | 0.93 | 0.96 | 0.9 | 0.89 | 0.76 | 0.45 |
| Yield(%) | N/A | 1.7 | 3.0 | 2.5 | 2.6 | 3.8 | 6.0 | 4.7 | N/A | 3.0 | 2.1 | 2.9 | 2.4 | 3.9 | 3.3 | 3.9 | 4.6 | 3.8 | 4.5 | 3.6 | 4.2 | 3.8 | 4.3 | 5.3 | 4.7 | 3.4 | 4.4 | 4.6 | 5.3 | 6.0 | 6.7 | 3.2 | 3.7 |
| Dividend Growth(%) | N/A | -36.5 | -6.5 | 13.5 | -18.5 | 6.5 | N/A | N/A | N/A | 3.0 | 1.9 | 8.3 | -22.1 | 7.2 | -12.3 | -11.0 | 15.2 | 4.7 | 18.0 | -0.6 | 10.2 | 10.2 | 2.1 | -37.2 | 6.4 | 0.1 | 2.8 | 7.9 | 11.6 | -13.2 | 123.3 | -6.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2000
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