iShares U.S. Real Estate ETF (IYR)

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  • Rolling Returns
  • Drawdowns

Basic Info 97.89 1.34(1.35%)
November 12

iShares U.S. Real Estate ETF started on 06/19/2000
iShares U.S. Real Estate ETF is classified as asset class US Real Estate
iShares U.S. Real Estate ETF expense ratio is 0.40%
iShares U.S. Real Estate ETF rating is
(100%)
See more info about IYR

iShares U.S. Real Estate ETF (IYR) Dividend Info

iShares U.S. Real Estate ETF (IYR) dividend growth in the last 12 months is -6.49%

The trailing 12-month yield of iShares U.S. Real Estate ETF is 3.00%. its dividend history:

Pay Date Cash Amount
Sep 25, 2024 $0.713
Jun 11, 2024 $0.546
Mar 21, 2024 $0.337
Dec 20, 2023 $0.767
Sep 26, 2023 $0.9
Jun 07, 2023 $0.396
Mar 23, 2023 $0.451
Dec 13, 2022 $0.78
Sep 26, 2022 $0.89
Jun 09, 2022 $0.34
Mar 24, 2022 $0.43
Dec 13, 2021 $1.14
Sep 24, 2021 $0.29
Jun 10, 2021 $0.52
Mar 25, 2021 $0.444
Dec 14, 2020 $0.601
Sep 23, 2020 $0.479
Jun 15, 2020 $0.533
Mar 25, 2020 $0.597
Dec 16, 2019 $0.886
Sep 24, 2019 $0.664
Jun 17, 2019 $0.685
Mar 20, 2019 $0.603
Dec 17, 2018 $0.472
Sep 26, 2018 $0.782
Jun 26, 2018 $0.775
Mar 22, 2018 $0.618
Dec 19, 2017 $0.87
Sep 26, 2017 $0.682
Jun 27, 2017 $0.721
Mar 24, 2017 $0.745
Dec 21, 2016 $1.076
Sep 26, 2016 $0.696
Jun 21, 2016 $0.715
Mar 23, 2016 $0.905
Dec 24, 2015 $0.96
Sep 25, 2015 $0.666
Jun 24, 2015 $0.658
Mar 25, 2015 $0.66
Dec 24, 2014 $0.81
Sep 24, 2014 $0.63
Jun 24, 2014 $0.603
Mar 25, 2014 $0.769
Dec 23, 2013 $0.589
Sep 24, 2013 $0.604
Jun 26, 2013 $0.606
Mar 25, 2013 $0.584
Dec 19, 2012 $0.79
Sep 25, 2012 $0.523
Jun 19, 2012 $0.551
Mar 26, 2012 $0.533
Dec 22, 2011 $0.587
Sep 23, 2011 $0.549
Jun 24, 2011 $0.536
Mar 25, 2011 $0.503
Dec 22, 2010 $0.592
Sep 23, 2010 $0.464
Jun 24, 2010 $0.428
Mar 25, 2010 $0.489
Dec 23, 2009 $0.501
Sep 22, 2009 $0.391
Jun 24, 2009 $0.467
Mar 25, 2009 $0.573
Dec 23, 2008 $0.91
Sep 24, 2008 $0.78
Jun 25, 2008 $0.636
Mar 25, 2008 $0.75
Dec 27, 2007 $0.781
Sep 25, 2007 $0.688
Jun 28, 2007 $0.746
Mar 23, 2007 $0.677
Dec 20, 2006 $1.086
Sep 26, 2006 $0.708
Jun 22, 2006 $0.644
Mar 24, 2006 $0.45
Dec 22, 2005 $0.859
Sep 23, 2005 $0.662
Jun 20, 2005 $0.643
Mar 24, 2005 $0.645
Dec 23, 2004 $0.647
Sep 24, 2004 $0.615
Jun 25, 2004 $0.6505
Mar 26, 2004 $0.691
Dec 12, 2003 $0.7555
Sep 12, 2003 $0.61
Jun 13, 2003 $0.622
Mar 07, 2003 $0.3455
Dec 13, 2002 $0.881
Sep 13, 2002 $0.582
Jun 14, 2002 $0.6335
Mar 08, 2002 $0.5915
Dec 14, 2001 $0.592
Oct 01, 2001 $0.11
Jun 08, 2001 $0.392
Mar 09, 2001 $0.11
Dec 20, 2000 $0.508
Oct 18, 2000 $0.4605
Jul 19, 2000 $0.3125

Dividend Growth History for iShares U.S. Real Estate ETF (IYR)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $2.514 2.98% 3.03% -
2022 $2.44 2.12% 1.92% 3.03%
2021 $2.394 2.89% 8.33% 2.48%
2020 $2.21 2.40% -22.13% 4.39%
2019 $2.838 3.87% 7.22% -2.99%
2018 $2.647 3.28% -12.29% -1.03%
2017 $3.018 3.91% -11.03% -3.00%
2016 $3.392 4.56% 15.22% -4.19%
2015 $2.944 3.78% 4.69% -1.95%
2014 $2.812 4.46% 18.00% -1.24%
2013 $2.383 3.63% -0.58% 0.54%
2012 $2.397 4.19% 10.21% 0.43%
2011 $2.175 3.83% 10.24% 1.21%
2010 $1.973 4.31% 2.12% 1.88%
2009 $1.932 5.34% -37.19% 1.90%
2008 $3.076 4.72% 6.36% -1.34%
2007 $2.892 3.45% 0.14% -0.87%
2006 $2.888 4.38% 2.81% -0.81%
2005 $2.809 4.62% 7.89% -0.61%
2004 $2.6035 5.26% 11.59% -0.18%
2003 $2.333 6.04% -13.21% 0.37%
2002 $2.688 6.70% 123.26% -0.32%
2001 $1.204 3.20% -6.01% 3.40%
2000 $1.281 3.66% - 2.97%

Dividend Growth Chart for iShares U.S. Real Estate ETF (IYR)


iShares U.S. Real Estate ETF (IYR) Historical Returns And Risk Info

From 06/19/2000 to 11/12/2024, the compound annualized total return (dividend reinvested) of iShares U.S. Real Estate ETF (IYR) is 8.544%. Its cumulative total return (dividend reinvested) is 636.899%.

From 06/19/2000 to 11/12/2024, the Maximum Drawdown of iShares U.S. Real Estate ETF (IYR) is 74.1%.

From 06/19/2000 to 11/12/2024, the Sharpe Ratio of iShares U.S. Real Estate ETF (IYR) is 0.28.

From 06/19/2000 to 11/12/2024, the Annualized Standard Deviation of iShares U.S. Real Estate ETF (IYR) is 26.4%.

From 06/19/2000 to 11/12/2024, the Beta of iShares U.S. Real Estate ETF (IYR) is 0.94.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/19/2000
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(%) -1.7 8.9 28.4 -1.1 4.2 6.0 9.4 6.4 8.5 11.9 -25.5 38.7 -5.2 28.2 -4.3 9.3 7.0 1.6 26.7 1.2 18.2 5.5 26.6 30.5 -39.9 -18.1 34.9 8.9 30.2 35.4 3.5 8.3 12.3
Sharpe Ratio NA 0.38 1.4 -0.21 0.09 0.23 NA NA 0.28 0.39 -1.1 2.66 -0.13 2.28 -0.36 0.95 0.42 0.1 2.67 0.07 1.46 0.2 1.03 0.49 -0.57 -0.83 2.1 0.41 1.66 2.87 0.16 0.49 1.76
Draw Down(%) NA 11.2 11.4 33.8 42.3 42.3 NA NA 74.1 21.4 32.5 7.7 42.3 5.2 12.7 5.2 14.2 15.9 7.1 18.5 9.0 22.6 16.4 40.4 63.9 29.3 9.6 12.5 18.8 7.4 18.4 14.1 8.1
Standard Deviation(%) NA 16.0 17.0 20.6 25.3 20.5 NA NA 26.4 19.9 24.6 14.5 41.8 11.8 15.6 9.2 16.2 16.1 10.0 15.3 12.5 28.1 25.8 61.4 71.5 25.4 15.2 16.3 17.6 12.1 15.0 12.5 11.3
Treynor Ratio NA 0.06 0.24 -0.04 0.02 0.05 NA NA 0.08 0.08 -0.27 0.41 -0.06 0.28 -0.06 0.1 0.07 0.02 0.31 0.01 0.2 0.06 0.29 0.33 -0.43 -0.22 0.31 0.07 0.3 0.35 0.02 0.06 0.31
Alpha NA 0.0 0.0 0.0 0.0 0.0 NA NA 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.02 0.0 0.0 0.0 0.0 0.01 -0.01 0.0 0.01 -0.03 -0.01 0.0 -0.01 0.01 0.0 0.0 -0.01 0.04
Beta NA 1.0 0.99 0.99 0.97 0.96 NA NA 0.94 0.98 0.99 0.93 0.96 0.96 0.95 0.89 0.94 0.93 0.85 0.96 0.9 0.93 0.91 0.91 0.94 0.97 1.02 1.01 0.98 0.99 0.95 1.03 0.64
RSquare NA 0.99 0.99 0.99 0.99 0.99 NA NA 0.97 1.0 1.0 0.93 0.99 0.99 0.98 0.96 0.98 0.98 0.95 0.97 0.97 0.99 0.98 0.99 0.97 0.95 0.96 0.93 0.96 0.9 0.89 0.76 0.45
Yield(%) N/A 1.7 3.0 2.3 2.7 3.6 6.0 4.4 N/A 3.0 2.1 2.9 2.4 3.9 3.3 3.9 4.6 3.8 4.5 3.6 4.2 3.8 4.3 5.3 4.7 3.4 4.4 4.6 5.3 6.0 6.7 3.2 3.7
Dividend Growth(%) N/A -36.5 -6.5 13.5 -18.4 6.5 N/A N/A N/A 3.0 1.9 8.3 -22.1 7.2 -12.3 -11.0 15.2 4.7 18.0 -0.6 10.2 10.2 2.1 -37.2 6.4 0.1 2.8 7.9 11.6 -13.2 123.3 -6.0 N/A

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iShares U.S. Real Estate ETF (IYR) Historical Return Chart


iShares U.S. Real Estate ETF (IYR) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/19/2000 to 11/12/2024, the worst annualized return of 3-year rolling returns for iShares U.S. Real Estate ETF (IYR) is -26.15%.
From 06/19/2000 to 11/12/2024, the worst annualized return of 5-year rolling returns for iShares U.S. Real Estate ETF (IYR) is -10.03%.
From 06/19/2000 to 11/12/2024, the worst annualized return of 10-year rolling returns for iShares U.S. Real Estate ETF (IYR) is 2.58%.
From 06/19/2000 to 11/12/2024, the worst annualized return of 20-year rolling returns for iShares U.S. Real Estate ETF (IYR) is 6.48%.

iShares U.S. Real Estate ETF (IYR) Maximum Drawdown



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