ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA)

Basic Info

ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND started on 12/28/2007
ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND is classified as asset class REAL ESTATE
ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND expense ratio is 0.48%
ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND rating is
Not Rated

ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) Dividend Info

ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) dividend growth in the last 12 months is -38.33%

The trailing 12-month yield of ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND is 1.90%. its dividend history:

DateDividend
06/24/2015 0.452
12/19/2014 0.552
09/24/2014 0.409
06/24/2014 0.424
03/25/2014 0.43
12/17/2013 0.365
09/30/2013 0.38
06/25/2013 0.395
03/22/2013 0.407
12/14/2012 0.417
09/24/2012 0.35
06/20/2012 0.359
03/23/2012 0.363
12/19/2011 0.312
09/22/2011 0.339
06/21/2011 0.307
03/24/2011 0.314
12/20/2010 0.362
09/22/2010 0.308
06/21/2010 0.231
03/24/2010 0.313
12/21/2009 0.284
06/22/2009 0.257
03/24/2009 0.33
12/29/2008 0.047
12/22/2008 0.787
09/22/2008 0.538
06/25/2008 0.439
03/26/2008 0.5

Dividend Growth History for ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2015
2015 $0.452 0.78% -75.10% -
2014 $1.815 3.87% 17.32% -75.10%
2013 $1.547 3.22% 3.90% -45.95%
2012 $1.489 3.51% 17.06% -32.79%
2011 $1.272 3.16% 4.78% -22.79%
2010 $1.214 3.74% 39.38% -17.93%
2009 $0.871 3.34% -62.31% -10.36%
2008 $2.311 4.99% - -20.79%

Dividend Growth Chart for ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA)

ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) Historical Returns And Risk Info

From 12/28/2007 to 10/12/2015, the compound annualized total return (dividend reinvested) of ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is 2.619%. Its cumulative total return (dividend reinvested) is 22.271%.

From 12/28/2007 to 10/12/2015, the Maximum Drawdown of ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is 68.2%.

From 12/28/2007 to 10/12/2015, the Sharpe Ratio of ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is 0.06.

From 12/28/2007 to 10/12/2015, the Annualized Standard Deviation of ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is 41.6%.

From 12/28/2007 to 10/12/2015, the Beta of ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is 0.37.

Last 1 Week* 1 Yr 3 Yr 5 Yr Since
12/28/2007		 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) -23.9 -17.2 -0.6 4.5 2.6 -26.3 28.2 3.4 15.5 8.7 24.4 35.8 -41.9 1.5
Sharpe Ratio NA -0.41 -0.02 0.12 0.06 -0.89 2.16 0.18 1.12 0.32 0.85 0.5 -0.64 NA
Draw Down(%) NA 31.4 31.4 31.4 68.2 31.4 7.5 19.3 9.8 22.6 13.5 42.2 60.4 0.0
Standard Deviation(%) NA 42.5 32.7 35.8 41.6 36.5 13.0 18.5 14.0 27.2 28.5 71.3 66.6 0.0
Treynor Ratio NA -0.46 -0.01 0.08 0.07 -0.9 0.45 0.04 0.26 0.14 0.4 0.88 -1.96 0.0
Alpha NA -0.12 -0.05 -0.04 -0.01 -0.13 0.03 0.01 0.02 0.02 0.03 0.15 -0.12 NA
Beta NA 0.37 0.6 0.59 0.37 0.36 0.63 0.82 0.61 0.61 0.61 0.41 0.22 NA
RSquare NA 0.03 0.1 0.14 0.13 0.04 0.3 0.47 0.35 0.45 0.36 0.14 0.06 0.0
Yield(%) N/A 1.9 3.0 3.5 N/A 0.8 3.9 3.2 3.5 3.2 3.7 3.3 5.0 0.0
Dividend Growth(%) N/A -38.3 10.1 N/A N/A -75.1 16.8 4.0 17.3 5.0 39.1 -62.5 N/A N/A

Return Calculator for ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA)

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ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) Historical Return Chart

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ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) 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 12/28/2007 to 10/12/2015, the worst annualized return of 3-year rolling returns for ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is -0.1%.
From 12/28/2007 to 10/12/2015, the worst annualized return of 5-year rolling returns for ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is 4.33%.
From 12/28/2007 to 10/12/2015, the worst annualized return of 10-year rolling returns for ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is NA.
From 12/28/2007 to 10/12/2015, the worst annualized return of 20-year rolling returns for ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND ISHARES FTSE EPRA/NAREIT NORTH AMERICA INDEX FUND (IFNA) is NA.

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