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

ETF | Real Estate |

Last Closing

USD 91.72

Change

+0.24 (+0.26)%

Market Cap

N/A

Volume

4.02M

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: 2025-01-08 )

Largest Industry Peers for Real Estate

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

+0.23 (+0.26%)

USD 34.26B
XLRE The Real Estate Select Sector ..

+0.17 (+0.43%)

USD 7.02B
REET iShares Global REIT ETF

-0.03 (-0.13%)

USD 3.66B
USRT iShares Core U.S. REIT ETF

+0.16 (+0.28%)

USD 2.77B
REZ iShares Residential and Multis..

+0.48 (+0.61%)

USD 1.07B
FREL Fidelity® MSCI Real Estate In..

+0.07 (+0.26%)

USD 0.99B
SRVR Pacer Benchmark Data & Infrast..

+0.23 (+0.77%)

USD 0.41B
MORT VanEck Mortgage REIT Income ET..

-0.10 (-0.94%)

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

+0.03 (+0.11%)

USD 0.18B
INDS Pacer Benchmark Industrial Rea..

-0.33 (-0.94%)

USD 0.16B

ETFs Containing IYR

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

-0.14 (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 %

-0.01 (0%)

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 -1.44% 76% C+ 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.44% 76% C+ 19% F
Trailing 12 Months  
Capital Gain 1.47% 59% D- 44% F
Dividend Return 1.77% 12% F 29% F
Total Return 3.24% 41% F 34% F
Trailing 5 Years  
Capital Gain -1.29% 65% D 48% F
Dividend Return 12.02% 24% F 39% F
Total Return 10.73% 41% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 2.59% 24% F 42% F
Dividend Return 4.61% 18% F 42% F
Total Return 2.02% 18% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 20.32% 65% D 54% F
Risk Adjusted Return 22.67% 24% 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.