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WREI: Wilshire US REIT ETF (ETF)
Basic Info
Asset Class: | REAL ESTATE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/10/2010 |
Last Dividend Date: | 12/26/2018 |
12-Mo. Yield | 3.56% |
Expenses | 0.33% |
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Performance Analytics (As of 06/28/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/10/2010 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 9.2 | 2.8 | 6.1 | 10.4 | 14.3 | -6.4 | 4.2 | 3.6 | 3.2 | 33.6 | 1.8 | 16.4 | 9.2 | 22.0 |
Sharpe Ratio | NA | 0.44 | 0.12 | 0.35 | 0.55 | 2.27 | -0.44 | 0.27 | 0.2 | 0.19 | 2.93 | 0.11 | 1.17 | 0.35 | 0.96 |
Draw Down(%) | NA | 14.1 | 17.0 | 17.0 | 22.4 | 2.4 | 14.1 | 7.2 | 14.8 | 16.6 | 7.5 | 17.6 | 9.6 | 22.4 | 17.8 |
Standard Deviation(%) | NA | 17.4 | 15.7 | 15.8 | 18.4 | 13.0 | 17.6 | 13.3 | 17.2 | 16.8 | 11.5 | 15.9 | 14.2 | 26.2 | 28.5 |
Treynor Ratio | NA | 0.14 | 0.04 | 0.1 | 0.16 | 0.67 | -0.16 | 0.13 | 0.04 | 0.04 | 0.5 | 0.02 | 0.21 | 0.13 | 0.48 |
Alpha | NA | 0.02 | 0.0 | 0.01 | 0.01 | 0.14 | -0.01 | 0.01 | -0.01 | 0.01 | 0.04 | 0.0 | 0.01 | 0.01 | 0.05 |
Beta | NA | 0.54 | 0.45 | 0.57 | 0.65 | 0.44 | 0.49 | 0.28 | 0.79 | 0.77 | 0.67 | 0.81 | 0.8 | 0.73 | 0.57 |
RSquared | NA | 0.28 | 0.25 | 0.37 | 0.47 | 0.36 | 0.21 | 0.14 | 0.62 | 0.63 | 0.44 | 0.63 | 0.59 | 0.7 | 0.34 |
Yield(%) | N/A | 1.7 | 2.4 | 3.0 | N/A | 0.0 | 3.0 | 3.2 | 2.1 | 3.3 | 3.5 | 3.3 | 3.3 | 3.4 | 2.3 |
Dividend Growth(%) | N/A | -48.3 | -6.8 | N/A | N/A | -100.0 | -4.7 | 56.2 | -37.3 | 22.4 | 4.2 | 14.3 | 1.0 | 79.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2010
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See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) (97%)
- FHEIX (FIDELITY ADVISOR REAL ESTATE FUND CLASS I) (91%)
- FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) (88%)
- FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) (88%)
- HLRRX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES) (87%)
- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (85%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR® Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate Capped ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (92%)
- SCHH (Schwab U.S. REIT ETF) (18%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (17%)
- MORT (VanEck Mortgage REIT Income ETF) (15%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (14%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) (99%)
- NRO (Neuberger Berman RE Securities IF) (98%)
- JRS (Nuveen Real Estate Fund) (97%)
- PGZ (Principal Real Estate Income Closed Fund) (94%)