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REM: iShares Mortgage Real Estate Capped (ETF)
Basic Info 37.95 0.09(0.24%) October 22
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 05/04/2007 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 5.02% |
| Expenses | 0.48% |
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Performance Analytics (As of 10/21/2021)
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(%) | 1.3 | 24.3 | 53.3 | 5.3 | 7.3 | 8.1 | -0.7 | -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 | 1.55 | 2.3 | 0.1 | 0.2 | 0.3 | -0.04 | -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 | 8.7 | 8.7 | 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 | 19.1 | 21.1 | 41.0 | 32.5 | 25.3 | 30.0 | 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 | 0.42 | 0.6 | 0.04 | 0.07 | 0.09 | -0.02 | -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 | 0.02 | 0.06 | -0.02 | 0.01 | 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 | 0.7 | 0.81 | 1.01 | 0.93 | 0.82 | 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 | 0.29 | 0.36 | 0.45 | 0.42 | 0.41 | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
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- URTLX (JPMorgan Realty Income Instl) (84%)
Best ETFs
- ICF (iShares Cohen & Steers REIT) (96%)
- RWR (SPDR Dow Jones REIT ETF) (95%)
- PSR (PowerShares Active US Real Estate ETF) (94%)
- FRI (First Trust S&P REIT ETF) (94%)
- REM (iShares Mortgage Real Estate Capped) (93%)
- REZ (iShares Residential Rel Est Capped) (92%)
- SCHH (Schwab US REIT ETF) (19%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) (17%)
- MORT (Market Vectors® Mortgage REIT Income ETF) (15%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (15%)
Best Closed End Funds
- RQI (Cohen & Steers Qty Inc Realty Common) 0.43% (100%)
- RNP (Cohen & Steers REIT & Preferred Income) 0.44% (99%)
- RFI (Cohen & Steers Total Return) 0.76% (99%)
- NRO (Neuberger Real Estate Securities Income) 0.40% (98%)
- JRS (Nuveen Real Estate Income) 0.09% (97%)
- PGZ (Principal Real Estate Income Fund) 0.13% (95%)
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