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KBWY: PowerShares KBW Premium Yld Eq REIT ETF (ETF)
Basic Info 22.4 0.39(1.77%) May 13
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 12/02/2010 |
| Last Dividend Date: | 04/19/2021 |
| 12-Mo. Yield | 9.42% |
| Expenses | 0.35% |
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Performance Analytics (As of 05/13/2021)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.3 | 10.6 | 60.5 | -4.0 | -0.3 | 4.9 | 5.6 | -25.8 | 15.8 | -23.9 | -5.9 | 23.6 | -13.0 | 17.7 | 5.7 | 22.0 | -10.9 | 3.2 |
| SR | NA | 2.45 | 1.23 | -0.12 | -0.03 | 0.19 | 0.21 | -0.41 | -0.43 | -2.34 | -1.91 | -0.51 | -1.83 | -0.07 | -0.79 | 0.26 | -1.12 | -1.43 |
| DD(%) | NA | 6.2 | 33.1 | 57.6 | 57.6 | 57.6 | 57.6 | 56.2 | 12.0 | 28.9 | 10.9 | 16.8 | 25.1 | 8.5 | 20.4 | 9.3 | 27.1 | 3.4 |
| SD(%) | NA | 18.1 | 40.1 | 39.0 | 32.0 | 26.0 | 25.6 | 62.6 | 17.1 | 19.5 | 13.2 | 20.6 | 17.2 | 11.7 | 16.2 | 13.3 | 26.2 | 15.5 |
| TR | NA | 0.5 | 0.33 | -0.04 | -0.01 | 0.05 | 0.05 | -0.21 | -0.08 | -0.42 | -0.71 | -0.1 | -0.33 | -0.01 | -0.13 | 0.04 | -0.4 | -0.29 |
| Alpha(%) | NA | -0.01 | -0.02 | -0.06 | -0.02 | -0.01 | -0.01 | -0.06 | -0.04 | -0.08 | -0.77 | 0.1 | -0.16 | -0.04 | -0.04 | 0.01 | -0.09 | 0.02 |
| Beta(%) | NA | 0.89 | 1.51 | 1.2 | 1.17 | 1.04 | 1.03 | 1.24 | 0.98 | 1.09 | 0.36 | 1.04 | 0.94 | 0.92 | 0.96 | 0.8 | 0.74 | 0.76 |
| RS | NA | 0.56 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.74 | 0.49 | 0.81 | 0.24 | 0.74 | 0.89 | 0.8 | 0.85 | 0.68 | 0.74 | 0.43 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/02/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- BREFX (Baron Real Estate Retail) 1.18% (100%)
- LREIX (Lazard U.S. Realty Equity Instl) (98%)
- TRRPX (TIAA-CREF Real Estate Sec Premier) 1.27% (96%)
- CSRIX (Cohen & Steers Instl Realty Shares) 1.13% (95%)
- DNREX (Dunham Real Estate Stock N) 0.10% (94%)
- CSDIX (Cohen & Steers Realty Income I) 1.21% (93%)
- PJEZX (Prudential US Real Estate Z) 1.56% (93%)
- NBRFX (Neuberger Berman Real Estate Tr) 1.27% (91%)
- CSRSX (Cohen & Steers Realty Shares) 1.15% (88%)
- PIREX (Principal Real Estate Securities Inst) 1.39% (86%)
Best ETFs
- REZ (iShares Residential Rel Est Capped) 1.81% (78%)
- PSR (PowerShares Active US Real Estate ETF) 1.37% (77%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 2.85% (49%)
- REM (iShares Mortgage Real Estate Capped) 2.75% (46%)
- FRI (First Trust S&P REIT ETF) 1.46% (30%)
- ICF (iShares Cohen & Steers REIT) 1.15% (24%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 2.21% (16%)
- RWR (SPDR Dow Jones REIT ETF) 1.43% (13%)
- SCHH (Schwab US REIT ETF) 1.39% (6%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 1.77% (6%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.53% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 3.39% (98%)
- RFI (Cohen & Steers Total Return) 1.08% (97%)
- JRS (Nuveen Real Estate Income) 1.29% (73%)
- NRO (Neuberger Real Estate Securities Income) 1.32% (64%)
- PGZ (Principal Real Estate Income Fund) 0.34% (41%)
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