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KBWY: PowerShares KBW Premium Yld Eq REIT ETF (ETF)
Basic Info 23.65 0.06(0.25%) September 16
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 12/02/2010 |
| Last Dividend Date: | 08/23/2021 |
| 12-Mo. Yield | 9.42% |
| Expenses | 0.35% |
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Performance Analytics (As of 09/15/2021)
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(%) | -1.5 | 18.8 | 34.6 | -4.4 | -0.5 | 7.4 | 6.1 | -25.8 | 15.8 | -23.9 | -5.9 | 23.6 | -13.0 | 17.7 | 5.7 | 22.0 | -10.9 | 3.2 |
| SR | NA | 1.55 | 1.5 | -0.15 | -0.05 | 0.27 | 0.22 | -0.41 | -0.43 | -2.34 | -1.91 | -0.51 | -1.83 | -0.07 | -0.79 | 0.26 | -1.12 | -1.43 |
| DD(%) | NA | 6.4 | 13.2 | 56.2 | 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 | 17.7 | 25.8 | 39.1 | 32.0 | 25.6 | 25.4 | 62.6 | 17.1 | 19.5 | 13.2 | 20.6 | 17.2 | 11.7 | 16.2 | 13.3 | 26.2 | 15.5 |
| TR | NA | 0.29 | 0.32 | -0.05 | -0.01 | 0.06 | 0.06 | -0.21 | -0.08 | -0.42 | -0.71 | -0.1 | -0.33 | -0.01 | -0.13 | 0.04 | -0.4 | -0.29 |
| Alpha(%) | NA | -0.03 | -0.02 | -0.07 | -0.03 | -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 | 0.94 | 1.22 | 1.2 | 1.17 | 1.07 | 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 | 0.63 | 0.64 | 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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View Historical Data in an advanced chart |
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
- FRESX (Fidelity Real Estate Investment) 0.14% (97%)
- FHEIX (Fidelity Advisor Real Estate I) 0.04% (92%)
- CGMRX (CGM Realty) 0.69% (89%)
- FARCX (Nuveen Real Estate Secs I) 0.13% (88%)
- HLRRX (REMS Real Estate Value Opportunity Instl) 0.0% (87%)
- NBRFX (Neuberger Berman Real Estate Tr) 0.17% (87%)
- CRARX (ING Real Estate Instl) 0.19% (86%)
- CREEX (Columbia Real Estate Equity Z) 0.07% (85%)
- MRESX (Managers Real Estate Securities) 0.23% (85%)
- URTLX (JPMorgan Realty Income Instl) 0.24% (84%)
Best ETFs
- ICF (iShares Cohen & Steers REIT) 0.17% (96%)
- RWR (SPDR Dow Jones REIT ETF) 0.05% (96%)
- PSR (PowerShares Active US Real Estate ETF) 0.13% (94%)
- FRI (First Trust S&P REIT ETF) 0.24% (94%)
- REM (iShares Mortgage Real Estate Capped) 0.03% (93%)
- REZ (iShares Residential Rel Est Capped) 0.06% (92%)
- SCHH (Schwab US REIT ETF) 0.15% (20%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.25% (18%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.10% (17%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.19% (16%)
Best Closed End Funds
- RQI (Cohen & Steers Qty Inc Realty Common) 0.50% (100%)
- RNP (Cohen & Steers REIT & Preferred Income) 1.68% (99%)
- RFI (Cohen & Steers Total Return) 1.73% (99%)
- NRO (Neuberger Real Estate Securities Income) 0.0% (98%)
- JRS (Nuveen Real Estate Income) 0.0% (97%)
- PGZ (Principal Real Estate Income Fund) 1.02% (95%)
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