iShares US REIT ETF/ JP3048570000 /
| NAV6/5/2023 | Chg.+84.4299 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 2,616.2000JPY | +3.33% | paying dividend | Real Estate | BlackRock ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | -0.32 | 1.54 | 0.72 | - |
| 2018 | -9.36 | -7.36 | 2.60 | 2.80 | 4.53 | 5.45 | -0.33 | 3.45 | -1.71 | -0.60 | 0.35 | -9.90 | -11.06% |
| 2019 | 9.34 | 2.72 | 4.07 | -0.40 | -2.67 | -0.42 | 3.22 | 0.21 | 4.40 | 2.56 | -1.23 | -2.15 | +20.78% |
| 2020 | 2.93 | -7.24 | -23.12 | 6.32 | -0.10 | 0.79 | 1.83 | 1.95 | -4.14 | -3.04 | 10.35 | -0.03 | -16.36% |
| 2021 | 3.69 | 5.44 | 8.30 | 4.79 | 1.81 | 3.82 | 2.93 | 1.35 | -1.42 | 6.29 | 2.17 | 7.17 | +56.95% |
| 2022 | -7.11 | -2.01 | 12.59 | 2.41 | -9.13 | -1.75 | 6.29 | -2.39 | -10.04 | 8.95 | -4.46 | -6.91 | -15.27% |
| 2023 | 6.06 | 0.90 | -7.05 | 2.03 | 1.29 | 3.32 | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 24.65% | 24.22% | 24.33% | 22.16% | 26.46% |
| Sharpe ratio | 0.49 | -0.13 | -0.38 | 0.40 | 0.10 |
| Best month | +6.06% | +6.06% | +8.95% | +12.59% | +12.59% |
| Worst month | -7.05% | -7.05% | -10.04% | -10.04% | -23.12% |
| Maximum loss | -17.35% | -17.35% | -24.83% | -29.14% | -44.90% |
| Outperformance | - | - | - | - | - |
All quotes in JPY
Performance
| YTD | +6.22% | ||
|---|---|---|---|
| 6 Months | +0.21% | ||
| 1 Year | -5.82% | ||
| 3 Years | +42.07% | ||
| 5 Years | +34.33% | ||
| Since start | +30.81% | ||
| Year | |||
| 2022 | -15.27% | ||
| 2021 | +56.95% | ||
| 2020 | -16.36% | ||
| 2019 | +20.78% | ||
| 2018 | -11.06% | ||