Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USRT (iShares Core U.S. REIT ETF) | -0.17% | 10.33% | 6.79% | 7.76% | 5.92% | 6.58% | NA | 2.70% |
Data as of 06/13/2025, AR inception is 05/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USRT (iShares Core U.S. REIT ETF) | 05/07/2007 | 06/13/2025 |
| 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 (%) | -0.52 | 10.33 | 6.79 | 7.76 | 5.92 | 6.58 | NA | 2.70 | -0.17 | 8.59 | 13.63 | -24.42 | 43.27 | -8.06 | 25.96 | -4.62 | 5.29 | 6.30 | 2.94 | 24.36 | -4.55 | 12.64 | 4.83 | 21.43 | 21.53 | -41.62 | -21.26 |
| Sharpe Ratio | NA | 0.38 | 0.17 | 0.30 | 0.21 | NA | NA | 0.06 | -0.16 | 0.12 | 0.47 | -1.06 | 2.79 | -0.18 | 1.99 | -0.36 | 0.45 | 0.36 | 0.18 | 2.28 | -0.31 | 1.00 | 0.17 | 0.81 | 0.33 | -0.64 | -1.24 |
| Standard Deviation(%) | NA | 18.43 | 20.07 | 19.99 | 21.76 | NA | NA | 29.59 | 21.93 | 15.98 | 20.32 | 24.35 | 15.50 | 45.31 | 12.36 | 16.47 | 10.49 | 16.74 | 16.17 | 10.68 | 14.84 | 12.66 | 27.50 | 26.36 | 64.23 | 66.70 | 26.86 |
| Draw Down(%) | NA | 19.05 | 23.03 | 31.03 | 44.38 | NA | NA | 72.93 | 16.45 | 10.05 | 19.74 | 31.03 | 7.24 | 44.38 | 6.13 | 13.10 | 6.26 | 14.03 | 15.79 | 7.59 | 19.27 | 9.81 | 22.46 | 15.89 | 40.88 | 62.96 | 23.54 |
| Yield(%) | 0.00 | 2.02 | 2.96 | 3.40 | 3.72 | 3.67 | 1.71 | 1.90 | 0.00 | 2.98 | 3.50 | 2.55 | 3.29 | 2.81 | 4.16 | 5.13 | 3.48 | 3.30 | 2.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 05/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USRT (iShares Core U.S. REIT ETF) |
-13.81%
Jun 2007 - Jun 2010 |
-2.66%
Sep 2007 - Sep 2012 |
1.69%
Oct 2007 - Oct 2017 |
2.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USRT (iShares Core U.S. REIT ETF) |
34.33%
Mar 2009 - Mar 2012 |
21.93%
Feb 2009 - Feb 2014 |
14.39%
Mar 2009 - Mar 2019 |
10.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart