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REZ: iShares Residential Rel Est Capped (ETF)
Basic Info 77.99 1.39(1.81%) May 13
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 05/04/2007 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 3.05% |
| Expenses | 0.48% |
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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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 15.7 | 50.7 | 13.1 | 7.3 | 9.9 | 7.6 | -6.6 | 20.9 | 0.2 | 0.4 | -2.3 | 7.7 | 30.6 | -6.9 | 9.6 | 12.3 | 27.3 | 14.9 | -29.8 | -21.6 |
| SR | NA | 3.36 | 1.74 | 0.44 | 0.28 | 0.45 | 0.23 | -0.15 | -0.18 | -1.21 | -1.69 | -1.98 | -0.61 | 1.06 | -1.58 | -0.69 | -0.22 | 0.34 | -0.06 | -0.72 | -1.95 |
| DD(%) | NA | 4.7 | 13.3 | 44.2 | 44.2 | 44.2 | 66.9 | 44.2 | 10.8 | 13.3 | 9.1 | 15.9 | 14.9 | 9.0 | 21.8 | 8.4 | 20.2 | 13.6 | 40.5 | 60.6 | 28.9 |
| SD(%) | NA | 17.6 | 25.7 | 29.0 | 24.2 | 21.5 | 32.0 | 45.1 | 13.5 | 17.7 | 11.2 | 18.3 | 17.8 | 11.4 | 16.1 | 13.0 | 28.3 | 25.5 | 61.7 | 68.4 | 28.4 |
| TR | NA | 0.57 | 0.42 | 0.13 | 0.07 | 0.1 | 0.08 | -0.07 | -0.02 | -0.21 | -0.53 | -0.36 | -0.11 | 0.13 | -0.26 | -0.1 | -0.07 | 0.1 | -0.04 | -0.62 | -0.95 |
| Alpha(%) | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | 0.03 | -0.75 | -0.02 | 0.03 | 0.0 | -0.05 | -0.03 | 0.01 | -0.08 | -0.05 | 0.0 | -0.1 |
| Beta(%) | NA | 1.04 | 1.06 | 1.01 | 1.0 | 0.98 | 0.87 | 1.0 | 1.02 | 1.03 | 0.35 | 1.02 | 1.0 | 0.93 | 0.99 | 0.9 | 0.92 | 0.89 | 0.91 | 0.79 | 0.58 |
| RS | NA | 0.82 | 0.86 | 0.91 | 0.9 | 0.92 | 0.85 | 0.93 | 0.85 | 0.89 | 0.33 | 0.9 | 0.95 | 0.86 | 0.92 | 0.88 | 0.96 | 0.94 | 0.97 | 0.74 | 0.34 |
*: 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
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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