Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYR (iShares U.S. Real Estate ETF) | 2.75% | 11.68% | 3.86% | 6.44% | 6.15% | 8.31% | 5.83% | 8.25% |
Data as of 06/30/2025, AR inception is 06/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYR (iShares U.S. Real Estate ETF) | 06/19/2000 | 06/30/2025 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 11.68 | 3.86 | 6.44 | 6.15 | 8.31 | 5.83 | 8.25 | 2.75 | 4.41 | 11.89 | -25.51 | 38.74 | -5.23 | 28.21 | -4.33 | 9.31 | 7.01 | 1.62 | 26.69 | 1.16 | 18.21 | 5.55 | 26.59 | 30.46 | -39.86 | -18.14 | 34.91 | 8.94 | 30.15 | 35.37 | 3.45 | 8.33 | 12.29 |
| Sharpe Ratio | NA | 0.41 | -0.02 | 0.25 | 0.22 | NA | NA | 0.26 | 0.06 | 0.05 | 0.42 | -1.10 | 2.66 | -0.13 | 2.27 | -0.37 | 0.94 | 0.42 | 0.10 | 2.67 | 0.07 | 1.46 | 0.20 | 1.03 | 0.49 | -0.57 | -0.84 | 2.09 | 0.41 | 1.65 | 2.87 | 0.15 | 0.48 | 1.75 |
| Standard Deviation(%) | NA | 18.18 | 19.80 | 19.35 | 20.74 | NA | NA | 26.29 | 20.53 | 16.16 | 19.93 | 24.64 | 14.53 | 41.76 | 11.78 | 15.57 | 9.22 | 16.19 | 16.14 | 9.99 | 15.26 | 12.55 | 28.09 | 25.81 | 61.37 | 71.48 | 25.43 | 15.17 | 16.32 | 17.64 | 12.07 | 14.96 | 12.50 | 11.30 |
| Draw Down(%) | NA | 16.91 | 26.00 | 33.74 | 42.32 | NA | NA | 74.12 | 14.33 | 11.18 | 21.37 | 32.51 | 7.73 | 42.32 | 5.20 | 12.66 | 5.19 | 14.25 | 15.95 | 7.10 | 18.53 | 9.03 | 22.58 | 16.36 | 40.39 | 63.88 | 29.31 | 9.61 | 12.50 | 18.84 | 7.35 | 18.38 | 14.15 | 8.07 |
| Yield(%) | 0.00 | 2.72 | 2.70 | 2.97 | 3.69 | 5.43 | 4.07 | 7.21 | 0.93 | 2.60 | 2.98 | 2.13 | 2.89 | 2.40 | 3.87 | 3.28 | 3.91 | 4.56 | 3.78 | 4.46 | 3.63 | 4.19 | 3.83 | 4.31 | 5.34 | 4.72 | 3.45 | 4.38 | 4.62 | 5.26 | 6.04 | 6.70 | 3.20 | 3.66 |
Data as of 06/30/2025, AR inception is 06/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYR (iShares U.S. Real Estate ETF) |
-26.15%
Mar 2006 - Mar 2009 |
-10.03%
Mar 2004 - Mar 2009 |
2.59%
Jan 2007 - Jan 2017 |
4.33%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYR (iShares U.S. Real Estate ETF) |
40.24%
Mar 2009 - Mar 2012 |
27.31%
Feb 2009 - Feb 2014 |
17.52%
Mar 2009 - Mar 2019 |
12.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart