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IYR: iShares US Real Estate (ETF)
Basic Info 78.61 1.56(2.02%) September 25
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 06/20/2000 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 1.40% |
| Expenses | 0.45% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.7 | -14.2 | -13.3 | 2.6 | 5.7 | 7.8 | 5.6 | 8.6 | 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 | 11.8 |
| SR | NA | -0.4 | -0.34 | 0.06 | 0.22 | 0.37 | NA | 0.27 | 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 | 0.41 | 1.66 | 2.87 | 0.16 | 0.49 | 1.7 |
| DD(%) | NA | 42.3 | 42.3 | 42.3 | 42.3 | 42.3 | NA | 74.1 | 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 | 12.5 | 18.8 | 7.4 | 18.4 | 14.1 | 8.1 |
| SD(%) | NA | 47.5 | 41.1 | 26.2 | 22.1 | 20.0 | NA | 27.7 | 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 |
| TR | NA | -0.2 | -0.14 | 0.02 | 0.06 | 0.08 | NA | 0.08 | 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 | 0.07 | 0.3 | 0.35 | 0.02 | 0.06 | 0.3 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.04 |
| Beta(%) | NA | 0.97 | 0.97 | 0.87 | 0.88 | 0.9 | NA | 0.92 | 0.96 | 0.96 | 0.3 | 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 | 1.04 | 0.64 |
| RS | NA | 0.99 | 0.99 | 0.9 | 0.91 | 0.94 | NA | 0.96 | 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 | 0.94 | 0.96 | 0.9 | 0.89 | 0.76 | 0.45 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2000
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