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REZ: iShares Residential Rel Est Capped (ETF)
Basic Info 73.08 1.2(1.67%) February 23
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 05/04/2007 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 2.69% |
| 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(%) | 2.8 | 7.7 | -7.1 | 13.6 | 8.3 | 9.8 | 7.2 | -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 | 2.33 | -0.18 | 0.38 | 0.29 | 0.42 | 0.2 | -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 | 3.8 | 44.1 | 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 | 19.5 | 45.4 | 28.9 | 24.2 | 21.5 | 32.2 | 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 | 0.43 | -0.08 | 0.11 | 0.08 | 0.1 | 0.07 | -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 | 0.01 | 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 | 1.06 | 1.0 | 1.01 | 0.93 | 0.93 | 0.86 | 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 | 0.83 | 0.92 | 0.91 | 0.84 | 0.88 | 0.84 | 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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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
- 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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