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RWR: SPDR Dow Jones REIT ETF (ETF)
Basic Info 99.64 0.27(0.27%) May 20
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 08/27/2001 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 2.87% |
| Expenses | 0.25% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.3 | -18.4 | 2.6 | 4.0 | 5.4 | 7.6 | 4.9 | 8.5 | 48.0 | -12.1 | 18.6 | -8.2 | 0.4 | 1.9 | 0.8 | 27.5 | -2.3 | 13.3 | 5.5 | 24.0 | 21.4 | -41.5 | -21.1 | 30.1 | 8.0 | 25.2 | 28.8 | -2.0 | -6.2 |
| SR | NA | -1.82 | 0.13 | 0.12 | 0.19 | 0.35 | NA | 0.26 | 3.02 | -0.27 | -0.37 | -1.71 | -1.81 | -1.89 | -1.0 | 0.8 | -1.33 | -0.39 | -0.44 | 0.2 | 0.04 | -0.8 | -1.66 | 0.51 | -0.81 | 0.32 | 0.78 | -1.37 | -3.32 |
| DD(%) | NA | 18.7 | 18.7 | 44.4 | 44.4 | 44.4 | NA | 74.9 | 6.5 | 44.4 | 6.4 | 14.9 | 6.3 | 15.2 | 17.7 | 8.2 | 18.7 | 10.2 | 23.3 | 17.9 | 43.3 | 65.3 | 31.7 | 10.7 | 12.4 | 17.8 | 7.2 | 19.4 | 13.0 |
| SD(%) | NA | 22.8 | 18.8 | 29.7 | 24.8 | 20.4 | NA | 29.5 | 15.9 | 45.9 | 12.6 | 17.4 | 10.5 | 17.0 | 17.6 | 11.2 | 15.6 | 13.7 | 29.7 | 27.6 | 67.1 | 75.7 | 26.1 | 15.5 | 16.1 | 17.5 | 12.3 | 15.9 | 14.7 |
| TR | NA | -0.43 | 0.02 | 0.04 | 0.05 | 0.07 | NA | 0.08 | 0.48 | -0.12 | -0.05 | -0.28 | -0.56 | -0.33 | -0.17 | 0.09 | -0.21 | -0.05 | -0.13 | 0.06 | 0.03 | -0.61 | -0.43 | 0.08 | -0.13 | 0.06 | 0.1 | -0.24 | -0.85 |
| Alpha(%) | NA | -0.02 | 0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.02 | -0.03 | -0.03 | -0.01 | -0.77 | -0.04 | 0.02 | -0.01 | -0.03 | -0.01 | -0.01 | -0.03 | -0.02 | -0.03 | -0.02 | -0.02 | -0.03 | -0.01 | -0.02 | -0.05 | -0.11 |
| Beta(%) | NA | 0.97 | 0.97 | 1.03 | 1.03 | 1.02 | NA | 1.0 | 0.99 | 1.04 | 1.0 | 1.05 | 0.34 | 0.98 | 1.02 | 0.96 | 0.99 | 1.0 | 0.98 | 0.98 | 1.0 | 0.99 | 1.0 | 1.04 | 0.98 | 0.94 | 0.94 | 0.9 | 0.58 |
| RS | NA | 0.97 | 0.92 | 0.95 | 0.96 | 0.97 | NA | 0.97 | 0.88 | 0.96 | 0.94 | 0.96 | 0.35 | 0.97 | 0.99 | 0.95 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.97 | 0.96 | 0.95 | 0.92 | 0.9 | 0.78 | 0.71 | 0.29 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2001
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Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (Fidelity Real Estate Investment) 0.49% (97%)
- FHEIX (Fidelity Advisor Real Estate I) 0.57% (92%)
- CGMRX (CGM Realty) 2.21% (88%)
- FARCX (Nuveen Real Estate Secs I) 0.48% (88%)
- HLRRX (REMS Real Estate Value Opportunity Instl) 0.0% (87%)
- NBRFX (Neuberger Berman Real Estate Tr) 1.03% (87%)
- CRARX (ING Real Estate Instl) 0.77% (86%)
- CREEX (Columbia Real Estate Equity Z) 0.38% (85%)
- MRESX (Managers Real Estate Securities) 0.77% (85%)
- URTLX (JPMorgan Realty Income Instl) 0.40% (84%)
Best ETFs
- ICF (iShares Cohen & Steers REIT) 1.18% (96%)
- RWR (SPDR Dow Jones REIT ETF) 0.27% (96%)
- PSR (PowerShares Active US Real Estate ETF) 0.71% (94%)
- FRI (First Trust S&P REIT ETF) 0.26% (94%)
- REM (iShares Mortgage Real Estate Capped) 0.21% (93%)
- REZ (iShares Residential Rel Est Capped) 0.73% (92%)
- SCHH (Schwab US REIT ETF) 0.78% (20%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.09% (19%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.47% (17%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 1.48% (16%)
Best Closed End Funds
- RQI (Cohen & Steers Qty Inc Realty Common) 0.45% (100%)
- RNP (Cohen & Steers REIT & Preferred Income) 0.59% (99%)
- RFI (Cohen & Steers Total Return) 0.30% (99%)
- NRO (Neuberger Real Estate Securities Income) 0.46% (98%)
- JRS (Nuveen Real Estate Income) 1.24% (97%)
- PGZ (Principal Real Estate Income Fund) 0.68% (95%)
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