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WPS: iShares International Developed Property (ETF)
Basic Info 31.04 0.11(0.36%) September 25
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 08/07/2007 |
| Last Dividend Date: | 06/15/2020 |
| 12-Mo. Yield | 1.96% |
| Expenses | 0.48% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.2 | -18.5 | -14.2 | -2.5 | 2.0 | -3.0 | -4.5 | 20.3 | -9.0 | 20.3 | 1.0 | -0.0 | 0.8 | -46.3 | 39.7 | -16.3 | 18.3 | 37.4 | -50.5 | -1.3 |
| SR | NA | -0.73 | -0.51 | -0.19 | 0.07 | -0.12 | -0.17 | 2.11 | -0.85 | 2.63 | 0.05 | 0.0 | 0.07 | -0.66 | 2.66 | -0.64 | 0.83 | 1.06 | -1.11 | -0.2 |
| DD(%) | NA | 40.0 | 40.0 | 40.0 | 40.0 | 61.4 | 72.2 | 6.0 | 15.1 | 4.0 | 12.0 | 14.7 | 9.7 | 55.4 | 10.9 | 23.6 | 17.5 | 38.7 | 63.5 | 17.1 |
| SD(%) | NA | 33.3 | 28.9 | 18.8 | 16.7 | 27.6 | 29.9 | 8.9 | 12.1 | 7.5 | 15.8 | 14.8 | 10.9 | 70.7 | 15.1 | 25.5 | 21.9 | 35.1 | 46.2 | 28.6 |
| TR | NA | -0.26 | -0.16 | -0.04 | 0.01 | -0.04 | -0.05 | 0.21 | -0.11 | 0.25 | 0.01 | 0.0 | 0.01 | -0.48 | 0.42 | -0.18 | 0.19 | 0.39 | -0.53 | -0.06 |
| Alpha(%) | NA | 0.02 | 0.02 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.03 | 0.0 | 0.01 | -0.01 | -0.19 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.04 |
| Beta(%) | NA | 0.94 | 0.94 | 0.93 | 0.91 | 0.92 | 0.94 | 0.92 | 0.92 | 0.8 | 0.85 | 0.9 | 0.94 | 0.96 | 0.96 | 0.91 | 0.94 | 0.95 | 0.98 | 0.97 |
| RS | NA | 0.96 | 0.96 | 0.92 | 0.91 | 0.49 | 0.63 | 0.76 | 0.81 | 0.68 | 0.9 | 0.92 | 0.88 | 0.08 | 0.91 | 0.95 | 0.94 | 0.85 | 0.77 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- JERTX (Janus Global Real Estate T) 1.08% (100%)
- FIREX (Fidelity International Real Estate) 0.34% (96%)
- MGLIX (MFS Global Real Estate I) 1.34% (96%)
- FIRIX (Fidelity Advisor Intl Real Estate I) 0.34% (95%)
- VGISX (Virtus Global Real Estate Securities I) 1.44% (91%)
- ARYNX (American Century Global Real Estate Inst) 1.71% (91%)
- IRFIX (Cohen & Steers International Realty I) 0.55% (88%)
- VGXRX (Vanguard Global ex-US Rel Est Idx Inv) (87%)
- AREBX (AllianceBern Glbl Rel Est Invmt B) (86%)
- JARIX (James Alpha Global Real Estate Invsmts I) 1.57% (85%)
Best ETFs
- IWDP.L (ISHARES II PLC ISHARES DM PROPE) (75%)
- GRI (Cohen & Steers Global Realty Majors ETF) (72%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.23% (39%)
- DRW (WisdomTree Global ex-US Real Estate ETF) 0.58% (27%)
- WPS (iShares International Developed Property) 0.36% (23%)
- IFGL (iShares International Dev Rel Est) 0.34% (18%)
- IFEU (iShares Europe Developed Real Estate) (12%)
- RWX (SPDR Dow Jones International RelEst ETF) 0.45% (11%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 1.17% (6%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 1.36% (1%)
Best Closed End Funds
- IGR (CBRE Clarion Global Real Estate Income) 0.0% (47%)
- AWP (Alpine Global Premier Property Common) 0.44% (46%)
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