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FTY: iShares Real Estate 50 (ETF)
Basic Info
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/07/2007 |
| Last Dividend Date: | 12/21/2016 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.48% |
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Performance Analytics (As of 04/26/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/07/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 101634.6 | 118.3 | 64.5 | 31.8 | 27.3 | 12405.6 | 295.1 | -97.9 | 3.9 | 29.1 | -1.0 | 16.7 | 9.2 | 26.1 | 27.1 | -37.2 | -18.7 |
| Sharpe Ratio | NA | -0.42 | -0.06 | 0.67 | NA | -0.03 | NA | NA | -0.23 | -0.91 | 1.01 | -1.32 | -0.15 | -0.34 | 0.29 | 0.13 | -0.85 | -1.96 |
| Draw Down(%) | NA | 381.8 | 381.8 | 381.8 | 381.8 | 381.8 | 99.3 | 381.8 | 99.7 | 15.8 | 6.8 | 18.5 | 9.0 | 21.6 | 15.1 | 40.9 | 62.1 | 22.3 |
| Standard Deviation(%) | NA | 77.6 | 83.7 | 14.7 | NA | 38.8 | 3457.7 | NA | 573.0 | 16.2 | 10.5 | 14.8 | 12.5 | 27.5 | 26.4 | 64.0 | 66.7 | 26.5 |
| Treynor Ratio | NA | 9.61 | 0.03 | 0.02 | 0.04 | 0.03 | -8972.24 | 0.02 | -2.18 | -0.16 | 0.13 | -0.21 | -0.02 | -0.11 | 0.08 | 0.1 | -0.76 | -0.78 |
| Alpha | NA | 769.96 | 216.81 | 126.14 | 61.18 | 55.66 | 1342.84 | 450.68 | 0.62 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.06 | -0.07 |
| Beta | NA | 105.71 | 34.22 | 21.47 | 2.62 | 2.55 | -449.75 | 158.44 | 0.6 | 0.9 | 0.8 | 0.92 | 0.87 | 0.87 | 0.89 | 0.88 | 0.74 | 0.67 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.93 | 0.76 | 0.93 | 0.91 | 0.92 | 0.89 | 0.85 | 0.68 | 0.52 |
| Yield(%) | N/A | 0.0 | 2.3 | 2.9 | 3.1 | N/A | 0.0 | 0.0 | 4.2 | 3.6 | 4.3 | 3.6 | 3.9 | 4.1 | 4.4 | 4.4 | 5.6 | 2.8 |
| Dividend Growth(%) | N/A | -100.0 | -26.8 | -9.3 | N/A | N/A | N/A | -100.0 | 14.2 | 3.8 | 12.3 | 5.3 | -1.1 | 16.5 | 22.8 | -55.1 | 58.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/07/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) (96%)
- FHEIX (FIDELITY ADVISOR REAL ESTATE FUND CLASS I) (91%)
- FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) (88%)
- FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) (87%)
- HLRRX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES) (87%)
- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (84%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) (99%)
- NRO (Neuberger Berman RE Securities IF) (98%)
- JRS (Nuveen Real Estate Fund) (97%)
- PGZ (Principal Real Estate Income Closed Fund) (94%)
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