iShares Core U.S. REIT ETF USD (Dist)/ US4642885218 /
| NAV3/22/2023 | Chg.-1.8493 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 47.0013USD | -3.79% | paying dividend | Real Estate | BlackRock ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | -16.79 | 5.72 | - | 4.77 | -9.02 | -6.41 | - |
| 2008 | -0.67 | -3.93 | 4.23 | 6.16 | 0.83 | -11.92 | 3.14 | 1.93 | -2.24 | -30.74 | -22.30 | 12.32 | -41.74% |
| 2009 | -16.70 | -19.88 | 3.32 | 27.78 | 2.18 | -4.50 | 10.36 | 12.61 | 5.42 | -4.43 | 7.39 | 5.30 | +21.75% |
| 2010 | -5.38 | 5.27 | 7.77 | 6.29 | -4.84 | -5.32 | 9.32 | -0.72 | 3.16 | 3.95 | -1.81 | 3.26 | +21.32% |
| 2011 | 4.33 | 4.46 | -2.13 | 4.99 | 1.17 | -3.62 | 0.66 | -4.22 | -11.73 | 13.38 | -3.96 | - | +4.58% |
| 2012 | 9.48 | -0.82 | - | 6.36 | -3.91 | - | 7.30 | -0.16 | - | -2.48 | -1.02 | 2.10 | +13.36% |
| 2013 | 3.34 | 0.89 | - | 8.39 | -6.82 | - | -3.03 | -6.36 | 2.27 | 3.39 | -5.50 | -0.16 | -4.61% |
| 2014 | 3.72 | 4.71 | -0.70 | 3.36 | 2.90 | -0.13 | 0.20 | 3.44 | -6.35 | 8.40 | 2.81 | -0.40 | +23.43% |
| 2015 | 6.20 | -3.02 | 0.30 | -5.02 | -0.11 | -5.47 | 5.39 | -5.15 | 1.39 | 6.11 | -0.35 | 0.83 | +0.11% |
| 2016 | -3.53 | -0.81 | 8.98 | -2.12 | 2.13 | 6.00 | 3.16 | -3.64 | -2.00 | -5.17 | -1.50 | - | +3.90% |
| 2017 | 3.47 | 3.39 | -3.25 | 0.09 | -0.77 | 1.27 | 1.22 | -0.26 | -0.93 | -0.96 | 2.71 | -0.87 | +1.59% |
| 2018 | -4.17 | -7.67 | 2.74 | 1.45 | 3.92 | 3.30 | 0.80 | 3.03 | -5.07 | -2.96 | 4.73 | -8.79 | -9.54% |
| 2019 | 11.73 | 0.72 | 2.46 | -0.24 | 0.21 | 0.52 | 1.27 | 3.39 | 2.07 | 1.36 | -1.51 | -1.60 | +21.64% |
| 2020 | 1.20 | -8.01 | -22.85 | 8.31 | 0.19 | 2.29 | 4.04 | 0.78 | -4.05 | -2.63 | 10.96 | 2.42 | -11.24% |
| 2021 | 0.09 | 4.00 | 3.90 | 8.05 | 1.02 | 2.00 | 4.80 | 1.83 | -5.80 | 7.23 | -0.35 | 7.85 | +39.50% |
| 2022 | -7.95 | -1.99 | 6.09 | -4.39 | -6.24 | -7.85 | 9.10 | -5.98 | -13.33 | 4.88 | 5.76 | -6.15 | -26.84% |
| 2023 | 10.66 | -4.81 | -9.75 | - | - | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 23.82% | 26.31% | 25.15% | 25.16% | 24.50% |
| Sharpe ratio | -1.01 | -0.63 | -1.14 | 0.41 | -0.07 |
| Best month | +10.66% | +10.66% | +10.66% | +10.96% | +11.73% |
| Worst month | -9.75% | -13.33% | -13.33% | -22.85% | -22.85% |
| Maximum loss | -16.45% | -16.45% | -31.88% | -32.47% | -44.35% |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | -4.93% | ||
|---|---|---|---|
| 6 Months | -7.04% | ||
| 1 Year | -25.66% | ||
| 3 Years | +45.24% | ||
| 5 Years | +6.55% | ||
| Since start | -5.16% | ||
| Year | |||
| 2022 | -26.84% | ||
| 2021 | +39.50% | ||
| 2020 | -11.24% | ||
| 2019 | +21.64% | ||
| 2018 | -9.54% | ||
| 2017 | +1.59% | ||
| 2016 | +3.90% | ||
| 2015 | +0.11% | ||
| 2014 | +23.43% | ||