Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REZ (iShares Residential and Multisector Real Estate ETF) | 0.05% | 3.05% | 0.88% | 8.18% | 6.32% | 8.66% | NA | 6.67% |
Data as of 07/31/2025, AR inception is 05/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REZ (iShares Residential and Multisector Real Estate ETF) | 05/04/2007 | 07/31/2025 |
| 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 (%) | -3.42 | 3.05 | 0.88 | 8.18 | 6.32 | 8.66 | NA | 6.67 | 0.05 | 12.73 | 10.98 | -28.31 | 47.85 | -6.62 | 24.49 | 3.90 | 3.87 | 3.14 | 11.37 | 35.19 | -3.48 | 13.16 | 16.03 | 31.55 | 20.75 | -24.81 | -18.32 |
| Sharpe Ratio | NA | 0.25 | -0.01 | 0.39 | 0.24 | NA | NA | 0.20 | 0.14 | 0.38 | 0.34 | -1.25 | 2.93 | -0.15 | 1.70 | 0.15 | 0.30 | 0.16 | 0.64 | 3.11 | -0.22 | 1.03 | 0.57 | 1.23 | 0.34 | -0.37 | -1.03 |
| Standard Deviation(%) | NA | 18.35 | 19.89 | 19.90 | 21.99 | NA | NA | 29.64 | 19.88 | 16.27 | 20.13 | 23.87 | 16.30 | 45.15 | 13.56 | 17.31 | 10.70 | 17.91 | 17.64 | 11.30 | 16.07 | 12.89 | 28.22 | 25.61 | 61.61 | 68.39 | 28.27 |
| Draw Down(%) | NA | 15.40 | 27.84 | 35.05 | 44.15 | NA | NA | 66.88 | 13.95 | 12.18 | 19.39 | 31.52 | 7.29 | 44.15 | 10.00 | 13.32 | 6.79 | 15.17 | 13.44 | 8.22 | 20.10 | 7.61 | 20.19 | 12.96 | 40.55 | 60.60 | 27.83 |
| Yield(%) | 0.00 | 1.42 | 2.19 | 2.99 | 3.55 | 5.21 | 3.62 | 4.02 | 0.00 | 2.46 | 3.18 | 2.37 | 2.72 | 2.89 | 3.61 | 3.66 | 3.60 | 5.47 | 3.36 | 4.09 | 3.61 | 3.38 | 3.45 | 3.90 | 4.58 | 6.33 | 3.59 |
Data as of 07/31/2025, 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 |
|---|---|---|---|---|
| REZ (iShares Residential and Multisector Real Estate ETF) |
-7.74%
Jun 2007 - Jun 2010 |
1.44%
Mar 2015 - Mar 2020 |
5.80%
Oct 2013 - Oct 2023 |
6.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REZ (iShares Residential and Multisector Real Estate ETF) |
41.67%
Mar 2009 - Mar 2012 |
27.99%
Feb 2009 - Feb 2014 |
19.01%
Feb 2009 - Feb 2019 |
13.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart