Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ICF (iShares Cohen & Steers REIT ETF) | 1.79% | 9.69% | 2.15% | 6.69% | 5.32% | 7.18% | 4.83% | 7.03% |
Data as of 06/27/2025, AR inception is 02/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICF (iShares Cohen & Steers REIT ETF) | 02/02/2001 | 06/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | 9.69 | 2.15 | 6.69 | 5.32 | 7.18 | 4.83 | 7.03 | 1.79 | 5.30 | 10.36 | -26.12 | 44.17 | -5.43 | 23.85 | -4.06 | 3.28 | 2.55 | 4.23 | 31.74 | -3.31 | 13.58 | 8.50 | 27.11 | 21.96 | -42.58 | -19.68 | 36.25 | 12.17 | 31.56 | 33.78 | -0.04 | 8.29 |
| Sharpe Ratio | NA | 0.52 | 0.01 | 0.24 | 0.18 | NA | NA | 0.21 | 0.31 | 0.10 | 0.33 | -1.11 | 2.97 | -0.14 | 1.77 | -0.32 | 0.26 | 0.14 | 0.23 | 2.78 | -0.21 | 0.98 | 0.28 | 0.98 | 0.32 | -0.55 | -0.85 | 2.09 | 0.59 | 1.70 | 2.58 | -0.08 | 0.56 |
| Standard Deviation(%) | NA | 17.91 | 19.91 | 19.68 | 21.08 | NA | NA | 28.49 | 20.32 | 16.11 | 20.19 | 24.97 | 14.89 | 41.38 | 12.61 | 16.82 | 10.28 | 17.20 | 17.98 | 11.42 | 15.97 | 13.98 | 29.99 | 27.64 | 67.85 | 78.81 | 27.05 | 15.78 | 16.78 | 17.98 | 12.83 | 15.12 | 12.39 |
| Draw Down(%) | NA | 17.25 | 27.16 | 34.74 | 40.22 | NA | NA | 77.78 | 14.13 | 11.18 | 21.75 | 33.01 | 8.48 | 40.22 | 7.51 | 12.96 | 5.95 | 15.48 | 17.39 | 8.02 | 18.87 | 9.48 | 23.28 | 16.74 | 44.60 | 67.62 | 32.00 | 10.98 | 12.42 | 18.83 | 8.02 | 19.09 | 12.24 |
| Yield(%) | 0.00 | 3.02 | 2.63 | 1.54 | 1.85 | 2.64 | 2.12 | 3.73 | 1.05 | 2.70 | 2.95 | 1.92 | 2.66 | 1.91 | 1.60 | 1.52 | 1.58 | 2.20 | 1.66 | 1.95 | 1.60 | 1.68 | 1.55 | 1.83 | 2.34 | 2.24 | 1.60 | 1.94 | 2.21 | 2.69 | 3.27 | 3.32 | 2.73 |
Data as of 06/27/2025, AR inception is 02/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICF (iShares Cohen & Steers REIT ETF) |
-29.80%
Mar 2006 - Mar 2009 |
-12.11%
Mar 2004 - Mar 2009 |
0.84%
Jan 2007 - Jan 2017 |
2.88%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICF (iShares Cohen & Steers REIT ETF) |
42.72%
Mar 2009 - Mar 2012 |
26.66%
Feb 2009 - Feb 2014 |
16.83%
Mar 2009 - Mar 2019 |
12.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart