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REM: iShares Mortgage Real Estate Capped (ETF)
Basic Info 33.63 0.25(0.74%) February 23
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 05/04/2007 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 7.93% |
| Expenses | 0.48% |
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Performance Analytics (As of 02/23/2021)
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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.0 | 5.6 | -20.9 | 2.4 | 8.3 | 4.8 | -1.9 | -20.7 | 11.5 | -11.6 | 7.5 | 10.0 | -18.4 | 1.6 | -15.7 | 8.0 | -18.8 | 6.0 | 2.4 | -51.5 | -41.0 |
| SR | NA | 2.16 | -0.33 | 0.01 | 0.24 | 0.17 | -0.08 | -0.31 | -1.12 | -2.37 | -0.97 | -1.36 | -2.55 | -1.36 | -1.7 | -0.79 | -1.64 | -0.8 | -0.47 | -1.16 | -1.96 |
| DD(%) | NA | 4.5 | 68.8 | 68.8 | 68.8 | 68.8 | 74.8 | 68.8 | 9.1 | 15.8 | 8.8 | 14.4 | 23.7 | 9.2 | 29.0 | 16.1 | 26.0 | 11.0 | 30.2 | 67.8 | 48.5 |
| SD(%) | NA | 23.7 | 68.4 | 40.4 | 32.2 | 25.6 | 30.5 | 67.9 | 10.5 | 14.0 | 12.2 | 17.6 | 14.4 | 12.4 | 20.2 | 13.5 | 22.8 | 15.9 | 34.8 | 61.2 | 40.7 |
| TR | NA | 0.59 | -0.2 | 0.0 | 0.09 | 0.06 | -0.04 | -0.19 | -0.44 | -0.6 | -0.36 | -0.37 | -0.75 | -0.34 | -0.43 | -0.23 | -0.58 | -0.29 | -0.36 | -1.09 | -0.89 |
| Alpha(%) | NA | 0.05 | -0.02 | -0.01 | 0.02 | 0.0 | -0.02 | -0.02 | -0.04 | -0.07 | -0.76 | -0.36 | -0.95 | -0.08 | -0.33 | -0.03 | -0.13 | -0.46 | -0.09 | -0.19 | -0.2 |
| Beta(%) | NA | 0.86 | 1.12 | 1.0 | 0.86 | 0.77 | 0.63 | 1.11 | 0.27 | 0.56 | 0.32 | 0.66 | 0.49 | 0.49 | 0.8 | 0.46 | 0.64 | 0.43 | 0.46 | 0.65 | 0.9 |
| RS | NA | 0.37 | 0.49 | 0.45 | 0.4 | 0.42 | 0.5 | 0.49 | 0.1 | 0.41 | 0.24 | 0.4 | 0.34 | 0.21 | 0.38 | 0.22 | 0.72 | 0.59 | 0.78 | 0.63 | 0.4 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2007
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Top Rated Funds in REAL ESTATE
Best Mutual Funds
- BREIX (Baron Real Estate Institutional) 0.79% (100%)
- TRRPX (TIAA-CREF Real Estate Sec Premier) 0.97% (98%)
- LREIX (Lazard U.S. Realty Equity Instl) (96%)
- DAREX (Dunham Real Estate Stock A) 0.20% (96%)
- CSRIX (Cohen & Steers Instl Realty Shares) 0.72% (93%)
- NBRFX (Neuberger Berman Real Estate Tr) 0.75% (93%)
- CSDIX (Cohen & Steers Realty Income I) 0.53% (92%)
- DPRSX (Delaware REIT Instl) 0.45% (90%)
- STMDX (Stratton Real Estate) 0.25% (88%)
- PJEZX (Prudential US Real Estate Z) 1.37% (88%)
Best ETFs
- REZ (iShares Residential Rel Est Capped) 1.67% (76%)
- PSR (PowerShares Active US Real Estate ETF) 0.63% (75%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.50% (36%)
- REM (iShares Mortgage Real Estate Capped) 0.74% (34%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.67% (27%)
- FRI (First Trust S&P REIT ETF) 1.02% (26%)
- ICF (iShares Cohen & Steers REIT) 0.39% (23%)
- RWR (SPDR Dow Jones REIT ETF) 1.37% (7%)
- SCHH (Schwab US REIT ETF) 0.58% (4%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.69% (2%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.26% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 1.08% (98%)
- RFI (Cohen & Steers Total Return) 0.07% (97%)
- NRO (Neuberger Real Estate Securities Income) 0.46% (65%)
- JRS (Nuveen Real Estate Income) 0.54% (48%)
- PGZ (Principal Real Estate Income Fund) 0.59% (22%)
- RIF (RMR Real Estate Income Fund) (17%)
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