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REM: iShares Mortgage Real Estate Capped ETF (ETF)
Basic Info 23.22 0.01(0.04%) December 02
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 05/04/2007 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 9.50% |
| Expenses | 0.48% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 3.6 | 12.0 | -5.5 | -3.7 | 1.9 | 4.1 | -1.8 | 14.4 | -27.6 | 16.1 | -20.0 | 21.3 | -3.1 | 18.4 | 21.9 | -9.3 | 16.7 | -2.6 | 21.9 | -9.2 | 16.5 | 11.3 | -42.7 | -36.4 |
| Sharpe Ratio | NA | -0.15 | 0.28 | -0.36 | -0.16 | 0.01 | NA | -0.1 | 0.4 | -0.91 | 0.84 | -0.3 | 2.17 | -0.36 | 1.75 | 1.32 | -0.71 | 1.77 | -0.14 | 1.77 | -0.42 | 1.08 | 0.32 | -0.71 | -1.28 |
| Draw Down(%) | NA | 10.8 | 12.6 | 40.9 | 68.5 | 68.5 | NA | 74.7 | 25.5 | 40.3 | 12.1 | 68.5 | 7.1 | 11.7 | 7.1 | 14.4 | 18.0 | 6.3 | 25.5 | 13.8 | 20.0 | 11.0 | 30.2 | 63.9 | 47.6 |
| Standard Deviation(%) | NA | 19.1 | 19.9 | 26.2 | 37.5 | 28.0 | NA | 29.4 | 25.7 | 31.9 | 19.2 | 68.2 | 9.2 | 12.4 | 10.2 | 16.4 | 13.1 | 9.4 | 19.2 | 12.4 | 22.2 | 15.2 | 34.6 | 61.1 | 41.0 |
| Treynor Ratio | NA | -0.03 | 0.06 | -0.1 | -0.06 | 0.0 | NA | -0.04 | 0.11 | -0.3 | 0.22 | -0.18 | 0.68 | -0.09 | 0.43 | 0.34 | -0.2 | 0.34 | -0.03 | 0.48 | -0.14 | 0.37 | 0.25 | -0.67 | -0.58 |
| Alpha | NA | -0.03 | -0.04 | -0.02 | -0.02 | -0.01 | NA | -0.02 | 0.02 | 0.0 | -0.03 | -0.02 | 0.04 | 0.0 | 0.06 | 0.06 | -0.04 | 0.01 | -0.01 | 0.05 | -0.06 | 0.01 | -0.02 | -0.1 | -0.15 |
| Beta | NA | 0.86 | 0.9 | 0.95 | 1.02 | 0.89 | NA | 0.66 | 0.97 | 0.98 | 0.73 | 1.12 | 0.29 | 0.51 | 0.42 | 0.65 | 0.47 | 0.49 | 0.81 | 0.46 | 0.64 | 0.44 | 0.46 | 0.65 | 0.91 |
| RSquared | NA | 0.5 | 0.55 | 0.57 | 0.5 | 0.45 | NA | 0.5 | 0.59 | 0.59 | 0.32 | 0.49 | 0.15 | 0.44 | 0.17 | 0.45 | 0.39 | 0.35 | 0.44 | 0.26 | 0.76 | 0.66 | 0.79 | 0.64 | 0.43 |
| Yield(%) | N/A | 5.0 | 9.2 | 6.6 | 5.4 | 20.9 | 15.5 | N/A | 9.7 | 7.2 | 8.1 | 5.5 | 9.0 | 8.9 | 10.5 | 17.6 | 9.6 | 14.7 | 13.2 | 13.4 | 9.8 | 9.6 | 8.5 | 10.8 | 5.3 |
| Dividend Growth(%) | N/A | -47.1 | -6.2 | -16.7 | -19.0 | N/A | N/A | N/A | -11.6 | 0.3 | 2.2 | -32.3 | -9.0 | -11.4 | 165.7 | 48.0 | -32.6 | -8.4 | 7.8 | 11.5 | 8.9 | 18.4 | -62.3 | 19.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2007
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See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) (96%)
- FHEIX (FIDELITY ADVISOR REAL ESTATE FUND CLASS I) (91%)
- FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) (88%)
- FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) (87%)
- HLRRX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES) (87%)
- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (84%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR® Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate Capped ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) 1.87% (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) 1.89% (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) 1.44% (99%)
- NRO (Neuberger Berman RE Securities IF) 2.05% (98%)
- JRS (Nuveen Real Estate Fund) 1.87% (97%)
- PGZ (Principal Real Estate Income Closed Fund) 0.19% (94%)
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