Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REM (iShares Mortgage Real Estate ETF) | 4.90% | 2.32% | -1.95% | 4.85% | 2.34% | 3.64% | NA | -1.72% |
Data as of 08/01/2025, AR inception is 05/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REM (iShares Mortgage Real Estate ETF) | 05/04/2007 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | 2.32 | -1.95 | 4.85 | 2.34 | 3.64 | NA | -1.72 | 4.90 | -1.00 | 14.43 | -27.56 | 16.14 | -19.99 | 21.34 | -3.09 | 18.43 | 21.88 | -9.30 | 16.71 | -2.60 | 21.85 | -9.21 | 16.48 | 11.31 | -42.74 | -36.41 |
| Sharpe Ratio | NA | -0.04 | -0.21 | 0.11 | 0.03 | NA | NA | -0.09 | 0.24 | -0.24 | 0.42 | -0.91 | 0.84 | -0.30 | 2.16 | -0.36 | 1.74 | 1.32 | -0.71 | 1.77 | -0.14 | 1.77 | -0.42 | 1.08 | 0.32 | -0.71 | -1.28 |
| Standard Deviation(%) | NA | 20.71 | 25.19 | 24.51 | 28.47 | NA | NA | 29.18 | 23.53 | 19.04 | 25.72 | 31.87 | 19.24 | 68.16 | 9.21 | 12.36 | 10.25 | 16.43 | 13.07 | 9.42 | 19.17 | 12.41 | 22.23 | 15.23 | 34.61 | 61.07 | 40.96 |
| Draw Down(%) | NA | 18.90 | 33.14 | 43.31 | 68.52 | NA | NA | 74.72 | 18.90 | 10.80 | 25.52 | 40.33 | 12.09 | 68.52 | 7.08 | 11.71 | 7.09 | 14.42 | 18.02 | 6.25 | 25.46 | 13.82 | 19.98 | 11.00 | 30.19 | 63.88 | 47.56 |
| Yield(%) | 0.00 | 8.87 | 7.23 | 8.45 | 24.68 | 15.73 | 4.25 | 4.72 | 3.04 | 8.74 | 9.66 | 7.17 | 8.14 | 5.52 | 9.03 | 8.92 | 10.53 | 17.62 | 9.62 | 14.67 | 13.17 | 13.45 | 9.84 | 9.60 | 8.47 | 10.81 | 5.28 |
Data as of 08/01/2025, AR inception is 05/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REM (iShares Mortgage Real Estate ETF) |
-23.80%
Jun 2007 - Jun 2010 |
-11.11%
Jun 2007 - Jun 2012 |
-1.95%
Jun 2007 - Jun 2017 |
-2.04%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REM (iShares Mortgage Real Estate ETF) |
17.26%
Jan 2016 - Jan 2019 |
13.36%
Feb 2009 - Feb 2014 |
10.52%
Feb 2009 - Feb 2019 |
5.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart