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WPS: iShares International Developed Property (ETF)
Basic Info 35.37 0.11(0.31%) January 22
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 08/07/2007 |
| Last Dividend Date: | 09/23/2020 |
| 12-Mo. Yield | 1.96% |
| Expenses | 0.48% |
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Performance Analytics (As of 01/22/2021)
| 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(%) | 0.4 | -0.8 | -7.2 | -0.4 | 6.2 | 4.6 | 1.7 | -5.4 | 20.3 | -9.0 | 20.3 | 1.0 | -0.0 | 0.8 | 7.4 | 39.7 | -16.3 | 18.3 | 37.4 | -50.5 | -1.3 |
| SR | NA | -1.08 | -0.25 | -0.07 | 0.33 | 0.25 | 0.05 | -0.19 | 2.11 | -0.85 | 2.63 | 0.05 | 0.0 | 0.07 | 0.48 | 2.66 | -0.64 | 0.83 | 1.06 | -1.11 | -0.2 |
| DD(%) | NA | 2.1 | 40.0 | 40.0 | 40.0 | 40.0 | 72.2 | 40.0 | 6.0 | 15.1 | 4.0 | 12.0 | 14.7 | 9.7 | 18.1 | 10.9 | 23.6 | 17.5 | 38.7 | 63.5 | 17.1 |
| SD(%) | NA | 12.7 | 29.8 | 19.3 | 16.7 | 16.9 | 22.9 | 29.7 | 8.9 | 12.1 | 7.5 | 15.8 | 14.8 | 10.9 | 15.2 | 15.1 | 25.5 | 21.9 | 35.1 | 46.2 | 28.6 |
| TR | NA | -0.16 | -0.08 | -0.01 | 0.06 | 0.05 | 0.01 | -0.06 | 0.21 | -0.11 | 0.25 | 0.01 | 0.0 | 0.01 | 0.08 | 0.42 | -0.18 | 0.19 | 0.39 | -0.53 | -0.06 |
| Alpha(%) | NA | 0.03 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.04 |
| Beta(%) | NA | 0.84 | 0.93 | 0.93 | 0.91 | 0.92 | 0.94 | 0.93 | 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 | 0.93 | 0.91 | 0.92 | 0.86 | 0.96 | 0.76 | 0.81 | 0.68 | 0.9 | 0.92 | 0.88 | 0.9 | 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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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
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Best ETFs
- IWDP.L (ISHARES II PLC ISHARES DM PROPE) (71%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.57% (41%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 0.16% (34%)
- WPS (iShares International Developed Property) 0.31% (32%)
- DRW (WisdomTree Global ex-US Real Estate ETF) 0.85% (30%)
- IFGL (iShares International Dev Rel Est) 0.19% (26%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.02% (17%)
- RWX (SPDR Dow Jones International RelEst ETF) 0.33% (9%)
Best Closed End Funds
- IGR (CBRE Clarion Global Real Estate Income) 0.14% (80%)
- AWP (Alpine Global Premier Property Common) 1.66% (57%)
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