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

ETF | Real Estate |

Last Closing

USD 98.56

Change

+0.67 (+0.68)%

Market Cap

N/A

Volume

4.80M

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: 2024-11-13 )

Largest Industry Peers for Real Estate

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

+0.52 (+0.55%)

USD 37.27B
XLRE The Real Estate Select Sector ..

+0.34 (+0.79%)

USD 7.88B
REET iShares Global REIT ETF

+0.06 (+0.24%)

USD 3.90B
USRT iShares Core U.S. REIT ETF

+0.36 (+0.60%)

USD 2.76B
REZ iShares Residential and Multis..

+0.62 (+0.72%)

USD 1.21B
FREL Fidelity® MSCI Real Estate In..

+0.17 (+0.60%)

USD 1.07B
SRVR Pacer Benchmark Data & Infrast..

-0.08 (-0.26%)

USD 0.46B
MORT VanEck Mortgage REIT Income ET..

+0.02 (+0.18%)

USD 0.30B
FRI First Trust S&P REIT Index Fun..

+0.16 (+0.55%)

USD 0.19B
INDS Pacer Benchmark Industrial Rea..

+0.29 (+0.75%)

USD 0.18B

ETFs Containing IYR

MVFG 4.26 % 0.00 %

N/A

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

+0.10 (+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 7.82% 56% F 52% F
Dividend Return 1.75% 11% F 33% F
Total Return 9.57% 44% F 47% F
Trailing 12 Months  
Capital Gain 20.27% 67% D+ 62% D
Dividend Return 2.88% 28% F 40% F
Total Return 23.15% 44% F 60% D-
Trailing 5 Years  
Capital Gain 6.33% 67% D+ 49% F
Dividend Return 13.01% 22% F 41% F
Total Return 19.34% 50% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 1.92% 22% F 42% F
Dividend Return 3.90% 22% F 41% F
Total Return 1.98% 17% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 20.20% 67% D+ 54% F
Risk Adjusted Return 19.31% 22% F 37% 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:

There is nothing we particularly like

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.