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IYR: iShares US Real Estate (ETF)
Basic Info 106.72 0.27(0.25%) July 30
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 06/19/2000 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 2.53% |
| Expenses | 0.45% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 25.2 | 32.2 | 13.2 | 8.0 | 9.7 | 6.5 | 9.9 | -5.3 | 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 | -45.5 | 30.2 | 35.4 | 3.5 | 8.3 | 12.3 |
| SR | NA | 3.28 | 1.92 | 0.47 | 0.33 | 0.46 | NA | 0.33 | -0.13 | 2.27 | -0.36 | 0.95 | 0.42 | 0.1 | 2.67 | 0.07 | 1.46 | 0.2 | 1.03 | 0.49 | -0.57 | -0.83 | 2.09 | -0.67 | 1.66 | 2.87 | 0.16 | 0.49 | 1.77 |
| DD(%) | NA | 5.5 | 8.7 | 42.3 | 42.3 | 42.3 | NA | 74.1 | 42.3 | 5.2 | 12.6 | 5.2 | 14.2 | 15.9 | 7.1 | 18.5 | 9.0 | 22.6 | 16.4 | 40.4 | 63.9 | 29.3 | 9.6 | 52.3 | 18.8 | 7.4 | 18.4 | 14.1 | 8.1 |
| SD(%) | NA | 14.6 | 16.7 | 26.7 | 22.1 | 20.0 | NA | 27.3 | 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 | 71.1 | 17.6 | 12.1 | 15.0 | 12.5 | 11.3 |
| TR | NA | 0.51 | 0.34 | 0.13 | 0.08 | 0.1 | NA | 0.1 | -0.06 | 0.28 | -0.06 | 0.29 | 0.07 | 0.02 | 0.31 | 0.01 | 0.2 | 0.06 | 0.29 | 0.33 | -0.43 | -0.22 | 0.31 | -0.47 | 0.3 | 0.35 | 0.02 | 0.06 | 0.31 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.0 | -0.21 | 0.0 | 0.0 | 0.0 | -0.02 | 0.04 |
| Beta(%) | NA | 0.93 | 0.94 | 0.96 | 0.96 | 0.94 | NA | 0.94 | 0.96 | 0.96 | 0.95 | 0.3 | 0.94 | 0.93 | 0.86 | 0.96 | 0.9 | 0.93 | 0.91 | 0.91 | 0.94 | 0.97 | 1.02 | 1.02 | 0.98 | 0.99 | 0.95 | 1.04 | 0.64 |
| RS | NA | 0.94 | 0.97 | 0.99 | 0.99 | 0.98 | NA | 0.97 | 0.99 | 0.99 | 0.98 | 0.35 | 0.98 | 0.98 | 0.95 | 0.97 | 0.97 | 0.99 | 0.98 | 0.99 | 0.97 | 0.95 | 0.96 | 0.09 | 0.96 | 0.9 | 0.89 | 0.76 | 0.45 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2000
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