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

ETF | Real Estate |

Last Closing

USD 100.01

Change

+0.48 (+0.48)%

Market Cap

N/A

Volume

6.24M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Real Estate

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

+0.42 (+0.44%)

USD 37.83B
XLRE The Real Estate Select Sector ..

+0.16 (+0.37%)

USD 8.09B
REET iShares Global REIT ETF

+0.02 (+0.08%)

USD 3.91B
USRT iShares Core U.S. REIT ETF

+0.19 (+0.31%)

USD 2.83B
REZ iShares Residential and Multis..

+0.38 (+0.44%)

USD 1.24B
FREL Fidelity® MSCI Real Estate In..

+0.12 (+0.42%)

USD 1.07B
SRVR Pacer Benchmark Data & Infrast..

-0.04 (-0.12%)

USD 0.47B
MORT VanEck Mortgage REIT Income ET..

+0.12 (+1.07%)

USD 0.30B
INDS Pacer Benchmark Industrial Rea..

+0.25 (+0.63%)

USD 0.19B
FRI First Trust S&P REIT Index Fun..

+0.11 (+0.38%)

USD 0.19B

ETFs Containing IYR

MVFG 4.26 % 0.00 %

N/A

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

+0.08 (+0%)

N/A
ACAA:CA 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 %

N/A

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 -45.30% 11% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -45.30% 11% F 17% F
Trailing 12 Months  
Capital Gain -34.07% 11% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -34.07% 11% F 17% F
Trailing 5 Years  
Capital Gain -46.91% 22% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -46.91% 22% F 23% F
Average Annual (5 Year Horizon)  
Capital Gain 2.10% 22% F 43% F
Dividend Return 4.10% 22% F 43% F
Total Return 1.99% 17% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 19.91% 78% C+ 54% F
Risk Adjusted Return 20.56% 28% F 38% 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.