Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REET (iShares Global REIT ETF) | 9.44% | 13.52% | 9.87% | 2.25% | 3.83% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REET (iShares Global REIT ETF) | 07/11/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 13.52 | 9.87 | 2.25 | 3.83 | NA | NA | … | … | 9.44 | 7.97 | 2.65 | 10.27 | -24.11 | 32.44 | -10.49 | 24.39 | -5.26 | 6.43 | 3.16 | 0.64 | 5.05 |
| Sharpe Ratio | NA | 0.89 | 0.43 | 0.00 | 0.11 | NA | NA | … | … | 1.57 | 0.33 | -0.07 | 0.37 | -1.16 | 2.43 | -0.26 | 2.28 | -0.50 | 0.70 | 0.19 | 0.04 | 1.11 |
| Standard Deviation(%) | NA | 12.16 | 15.36 | 16.95 | 19.05 | NA | NA | … | … | 13.31 | 15.58 | 14.37 | 18.10 | 22.04 | 13.33 | 40.43 | 10.05 | 13.46 | 8.28 | 15.59 | 14.49 | 9.81 |
| Draw Down(%) | NA | 9.04 | 18.02 | 32.11 | 44.59 | NA | NA | … | … | 9.04 | 13.64 | 11.49 | 20.49 | 31.86 | 7.38 | 44.59 | 5.13 | 10.88 | 5.29 | 14.35 | 15.78 | 7.32 |
| Yield(%) | 0.00 | 3.70 | 3.75 | 2.80 | 3.36 | 2.80 | 2.10 | … | … | 0.52 | 3.85 | 3.58 | 3.49 | 1.81 | 4.18 | 2.31 | 6.27 | 5.15 | 2.97 | 3.39 | 3.44 | 1.77 |
Data as of 06/05/2026, Common starting date is 07/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REET (iShares Global REIT ETF) |
-5.31%
Sep 2019 – Sep 2022 |
-2.43%
Mar 2015 – Mar 2020 |
2.43%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REET (iShares Global REIT ETF) |
13.82%
Dec 2018 – Dec 2021 |
8.26%
Dec 2016 – Dec 2021 |
4.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart