IYR:NYE-iShares U.S. Real Estate ETF (USD)

ETF | Real Estate |

Last Closing

USD 103.2

Change

+0.03 (+0.03)%

Market Cap

N/A

Volume

4.17M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Real Estate

Symbol Name Price(Change) Market Cap
VNQ Vanguard Real Estate Index Fun..

+0.14 (+0.14%)

USD 38.76B
XLRE The Real Estate Select Sector ..

N/A

USD 8.11B
REET iShares Global REIT ETF

+0.02 (+0.07%)

USD 4.16B
USRT iShares Core U.S. REIT ETF

+0.04 (+0.06%)

USD 2.88B
FREL Fidelity® MSCI Real Estate In..

+0.02 (+0.07%)

USD 1.07B
REZ iShares Residential and Multis..

-0.57 (-0.63%)

USD 1.04B
SRVR Pacer Benchmark Data & Infrast..

+0.26 (+0.81%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

+0.10 (+0.83%)

USD 0.32B
INDS Pacer Benchmark Industrial Rea..

-0.10 (-0.22%)

USD 0.22B
FRI First Trust S&P REIT Index Fun..

N/A

USD 0.20B

ETFs Containing IYR

RUDC:CA RBC U.S. Dividend Covered.. 3.92 % 0.00 %

-0.16 (0.00%)

N/A
ACAA:CA Arrow Long/Short Alternat.. 2.68 % 0.00 %

N/A

N/A
XAL:CA 0.00 % 0.73 %

N/A

N/A
XGC:CA Xali Gold Corp 0.00 % 0.74 %

-0.01 (0.00%)

USD 9.11M

Market Performance

  Market Performance vs. Industry/Classification (Real Estate) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.90% 67% D+ 64% D
Dividend Return 0.97% 22% F 21% F
Total Return 13.86% 44% F 60% D-
Trailing 12 Months  
Capital Gain 32.85% 78% C+ 78% C+
Dividend Return 2.12% 28% F 31% F
Total Return 34.98% 72% C 77% C+
Trailing 5 Years  
Capital Gain 10.07% 67% D+ 50% F
Dividend Return 8.74% 17% F 30% F
Total Return 18.81% 50% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 2.04% 56% F 46% F
Dividend Return 4.03% 39% F 44% F
Total Return 1.99% 11% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.32% 83% B 53% F
Risk Adjusted Return 20.88% 39% F 40% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.