iShares U.S. Real Estate ETF (IYR)

Basic Info 85.09 0.01(0.01%)
May 24

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%)

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

iShares U.S. Real Estate ETF (IYR) dividend growth in the last 12 months is -2.49%

The trailing 12-month yield of iShares U.S. Real Estate ETF is 2.98%. its dividend history:

DateDividend
03/21/2024 0.3365
12/20/2023 0.7666
09/26/2023 0.9004
06/07/2023 0.3959
03/23/2023 0.4507
12/13/2022 0.78
09/26/2022 0.89
06/09/2022 0.34
03/24/2022 0.43
12/13/2021 1.14
09/24/2021 0.29
06/10/2021 0.52
03/25/2021 0.444
12/14/2020 0.601
09/23/2020 0.479
06/15/2020 0.533
03/25/2020 0.597
12/16/2019 0.886
09/24/2019 0.664
06/17/2019 0.685
03/20/2019 0.603
12/17/2018 0.472
09/26/2018 0.782
06/26/2018 0.775
03/22/2018 0.618
12/19/2017 0.87
09/26/2017 0.682
06/27/2017 0.721
03/24/2017 0.745
12/21/2016 1.076
09/26/2016 0.696
06/21/2016 0.715
03/23/2016 0.905
12/24/2015 0.96
09/25/2015 0.666
06/24/2015 0.658
03/25/2015 0.66
12/24/2014 0.81
09/24/2014 0.63
06/24/2014 0.603
03/25/2014 0.769
12/23/2013 0.589
09/24/2013 0.604
06/26/2013 0.606
03/25/2013 0.584
12/19/2012 0.79
09/25/2012 0.523
06/19/2012 0.551
03/26/2012 0.533
12/22/2011 0.587
09/23/2011 0.549
06/24/2011 0.536
03/25/2011 0.503
12/22/2010 0.592
09/23/2010 0.464
06/24/2010 0.428
03/25/2010 0.489
12/23/2009 0.501
09/22/2009 0.391
06/24/2009 0.467
03/25/2009 0.573
12/23/2008 0.91
09/24/2008 0.78
06/25/2008 0.636
03/25/2008 0.75
12/27/2007 0.781
09/25/2007 0.688
06/28/2007 0.746
03/23/2007 0.677
12/20/2006 1.086
09/26/2006 0.708
06/22/2006 0.644
03/24/2006 0.45
12/22/2005 0.859
09/23/2005 0.662
06/20/2005 0.643
03/24/2005 0.645
12/23/2004 0.647
09/24/2004 0.615
06/25/2004 0.6505
03/26/2004 0.691
12/12/2003 0.7555
09/12/2003 0.61
06/13/2003 0.622
03/07/2003 0.3455
12/13/2002 0.881
09/13/2002 0.582
06/14/2002 0.6335
03/08/2002 0.5915
12/14/2001 0.592
10/01/2001 0.11
06/08/2001 0.392
03/09/2001 0.11
12/20/2000 0.508
10/18/2000 0.4605
07/19/2000 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 $2.5136 2.98% 3.02% -
2022 $2.44 2.12% 1.92% 3.02%
2021 $2.394 2.89% 8.33% 2.47%
2020 $2.21 2.40% -22.13% 4.38%
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% -1.96%
2014 $2.812 4.46% 18.00% -1.24%
2013 $2.383 3.63% -0.58% 0.53%
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% -0.62%
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 05/24/2024, the compound annualized total return (dividend reinvested) of iShares U.S. Real Estate ETF (IYR) is 8.023%. Its cumulative total return (dividend reinvested) is 532.113%.

From 06/19/2000 to 05/24/2024, the Maximum Drawdown of iShares U.S. Real Estate ETF (IYR) is 74.1%.

From 06/19/2000 to 05/24/2024, the Sharpe Ratio of iShares U.S. Real Estate ETF (IYR) is 0.26.

From 06/19/2000 to 05/24/2024, the Annualized Standard Deviation of iShares U.S. Real Estate ETF (IYR) is 26.6%.

From 06/19/2000 to 05/24/2024, 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(%) -3.7 -6.6 8.7 -2.5 2.1 5.2 10.6 7.0 8.0 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 -1.1 0.27 -0.24 0.02 0.2 NA NA 0.26 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 17.5 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 17.4 18.3 20.4 25.2 20.3 NA NA 26.6 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 -0.19 0.05 -0.05 0.0 0.04 NA NA 0.07 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 0.99 0.98 0.98 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 1.0 1.0 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 0.4 3.0 2.4 2.8 3.7 7.6 5.5 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 -86.6 -2.5 -3.7 -17.2 6.2 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

Return Calculator for iShares U.S. Real Estate ETF (IYR)

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

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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 05/24/2024, 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 05/24/2024, 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 05/24/2024, 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 05/24/2024, the worst annualized return of 20-year rolling returns for iShares U.S. Real Estate ETF (IYR) is 6.48%.

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