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USRT: iShares Core U.S. REIT ETF (ETF)
Basic Info 53.03 0.01(0.02%) May 21
Asset Class: | EQUITY |
MyPlanIQ Rating: | (26%) |
Start Date: | 05/07/2007 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 3.43% |
Expenses | - |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -1.8 | 11.4 | 1.5 | 3.7 | 5.3 | 9.1 | 4.6 | 13.6 | -24.4 | 43.3 | -8.1 | 26.0 | -4.6 | 5.3 | 6.3 | 2.9 | 24.4 | -4.5 | 12.6 | 4.8 | 21.4 | 21.5 | -41.6 | -21.3 |
Sharpe Ratio | NA | -0.76 | 0.1 | -0.09 | 0.06 | 0.19 | NA | 0.04 | 0.47 | -1.06 | 2.79 | -0.18 | 1.99 | -0.36 | 0.45 | 0.36 | 0.18 | 2.28 | -0.31 | 1.0 | 0.17 | 0.81 | 0.33 | -0.64 | -1.24 |
Draw Down(%) | NA | 9.5 | 17.3 | 31.0 | 44.4 | 44.4 | NA | 72.9 | 19.7 | 31.0 | 7.2 | 44.4 | 6.1 | 13.1 | 6.3 | 14.0 | 15.8 | 7.6 | 19.3 | 9.8 | 22.5 | 15.9 | 40.9 | 63.0 | 23.5 |
Standard Deviation(%) | NA | 17.8 | 18.8 | 20.6 | 26.5 | 21.3 | NA | 30.2 | 20.3 | 24.4 | 15.5 | 45.3 | 12.4 | 16.5 | 10.5 | 16.7 | 16.2 | 10.7 | 14.8 | 12.7 | 27.5 | 26.4 | 64.2 | 66.7 | 26.9 |
Treynor Ratio | NA | -0.15 | 0.02 | -0.02 | 0.02 | 0.05 | NA | 0.01 | 0.09 | -0.33 | 0.62 | -0.07 | 0.59 | -0.11 | 0.09 | 0.08 | 0.04 | 0.53 | -0.06 | 0.19 | 0.05 | 0.18 | 0.12 | -0.37 | -0.44 |
Alpha | NA | -0.13 | -0.07 | -0.02 | -0.03 | -0.02 | NA | -0.02 | -0.04 | -0.04 | 0.08 | -0.1 | 0.05 | -0.01 | -0.02 | -0.01 | 0.01 | 0.07 | -0.11 | 0.01 | 0.02 | 0.01 | -0.05 | 0.05 | -0.13 |
Beta | NA | 0.92 | 1.03 | 0.85 | 0.96 | 0.86 | NA | 1.04 | 1.08 | 0.79 | 0.7 | 1.11 | 0.42 | 0.53 | 0.52 | 0.72 | 0.68 | 0.46 | 0.82 | 0.65 | 0.97 | 1.18 | 1.85 | 1.13 | 0.76 |
RSquared | NA | 0.39 | 0.43 | 0.55 | 0.63 | 0.54 | NA | 0.51 | 0.52 | 0.66 | 0.38 | 0.77 | 0.18 | 0.3 | 0.12 | 0.35 | 0.42 | 0.25 | 0.4 | 0.46 | 0.74 | 0.69 | 0.65 | 0.48 | 0.26 |
Yield(%) | N/A | 0.5 | 3.4 | 2.9 | 3.1 | 3.6 | 5.3 | N/A | 3.5 | 2.6 | 3.3 | 2.8 | 4.2 | 5.1 | 3.5 | 3.3 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -84.2 | -3.6 | N/A | N/A | N/A | N/A | N/A | 0.4 | 11.7 | 2.1 | -17.2 | -28.2 | 48.9 | 11.7 | 17.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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