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WPS: iShares International Developed Property (ETF)
Basic Info 38.42 0.12(0.31%) October 22
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 08/07/2007 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 2.79% |
| Expenses | 0.48% |
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Performance Analytics (As of 10/22/2021)
| 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(%) | 0.7 | 12.1 | 26.7 | 7.9 | 6.0 | 7.2 | 2.5 | -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 | 1.36 | 2.1 | 0.38 | 0.33 | 0.43 | 0.09 | -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 | 5.5 | 5.5 | 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 | 11.2 | 12.7 | 19.2 | 16.1 | 15.8 | 22.4 | 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 | 0.17 | 0.3 | 0.08 | 0.06 | 0.07 | 0.02 | -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 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 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 | 0.87 | 0.88 | 0.93 | 0.92 | 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 | 0.88 | 0.91 | 0.94 | 0.91 | 0.91 | 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
Best Mutual Funds
- RRESX (Russell Global Real Estate Secs S) 0.34% (93%)
- IRGIX (ING Clarion Global Real Estate Port I) 0.31% (92%)
- IGREX (Invesco Global Real Estate Instl) 0.08% (91%)
- PURZX (Prudential Global Real Estate Z) 0.36% (90%)
- ARIIX (AllianceBern Global Rel Est Invmt Instl) 0.39% (89%)
- TAREX (Third Avenue Real Estate Value Instl) 0.70% (88%)
- AEEIX (AllianceBern Glbl Rel Est Invmt I) 0.35% (87%)
- IRFIX (Cohen & Steers International Realty I) 0.71% (85%)
- CSSPX (Cohen & Steers Global Realty I) 0.44% (85%)
- FIREX (Fidelity International Real Estate) 0.42% (84%)
Best ETFs
- RWX (SPDR Dow Jones International RelEst ETF) 0.60% (98%)
- DRW (WisdomTree Global ex-US Real Estate ETF) 0.93% (97%)
- IFGL (iShares International Dev Rel Est) 0.10% (96%)
- WPS (iShares International Developed Property) 0.31% (95%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 0.26% (95%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.20% (94%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.55% (35%)
Best Closed End Funds
- AWP (Alpine Global Premier Property Common) 1.09% (100%)
- IGR (CBRE Clarion Global Real Estate Income) 0.33% (99%)
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