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WPS: iShares International Developed Property ETF (ETF)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/02/2009 |
| Last Dividend Date: | 08/15/2024 |
| 12-Mo. Yield | 108.95% |
| Expenses | 0.48% |
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Performance Analytics (As of 08/15/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/02/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -36019.0 | -39178.1 | NA | NA | NA | NA | � | -34747.3 | 7.4 | -25.8 | 7.8 | -5.4 | 18.3 | -10.3 | 21.0 | -0.5 | -1.3 | 0.1 | 5.9 | 37.9 | -17.6 | 14.5 | 33.1 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | 0.2 | -1.35 | 0.69 | -0.19 | 1.88 | -0.96 | 2.82 | -0.04 | -0.09 | 0.01 | 0.39 | 2.54 | -0.69 | 0.66 | 0.96 |
| Draw Down(%) | NA | 34715.3 | 26280.3 | 26280.3 | 26280.3 | NA | 26280.3 | 34747.3 | 20.7 | 35.2 | 8.4 | 40.0 | 6.0 | 16.3 | 4.3 | 12.4 | 14.9 | 9.7 | 18.1 | 11.1 | 24.5 | 17.5 | 38.9 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | 15.8 | 20.1 | 11.3 | 29.7 | 9.0 | 12.2 | 7.3 | 15.8 | 14.8 | 10.9 | 15.2 | 15.1 | 25.5 | 22.0 | 34.8 |
| Treynor Ratio | NA | 36.91 | NA | NA | NA | NA | NA | NA | 0.03 | -0.29 | 0.09 | -0.06 | 0.19 | -0.13 | 0.25 | -0.01 | -0.02 | 0.0 | 0.06 | 0.4 | -0.19 | 0.15 | 0.35 |
| Alpha | NA | -142.74 | -47.96 | -28.67 | -14.33 | NA | -9.16 | -230.45 | 0.0 | -0.03 | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.02 | -0.02 | 0.01 |
| Beta | NA | -10.62 | -4.95 | -1.25 | -0.53 | NA | 0.36 | -33.64 | 0.98 | 0.93 | 0.91 | 0.93 | 0.91 | 0.92 | 0.81 | 0.85 | 0.9 | 0.93 | 0.96 | 0.96 | 0.91 | 0.94 | 0.94 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.92 | 0.95 | 0.91 | 0.96 | 0.75 | 0.81 | 0.74 | 0.89 | 0.92 | 0.87 | 0.9 | 0.91 | 0.94 | 0.94 | 0.84 |
| Yield(%) | N/A | 108.9 | 24.7 | 17.4 | 9.6 | 19.1 | N/A | 98.2 | 2.5 | 0.9 | 3.3 | 2.1 | 5.8 | 2.5 | 3.3 | 4.1 | 1.8 | 3.3 | 4.3 | 5.4 | 2.2 | 2.7 | 5.3 |
| Dividend Growth(%) | N/A | 8797.0 | 663.3 | 497.0 | N/A | N/A | N/A | 3961.7 | 115.0 | -72.9 | 42.5 | -58.5 | 97.1 | -11.0 | -19.5 | 116.6 | -45.9 | 51.5 | 4.3 | 100.6 | -9.8 | -34.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
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