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

ETF | Real Estate |

Last Closing

USD 93.78

Change

-1.25 (-1.32)%

Market Cap

N/A

Volume

4.52M

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: 2025-01-29 )

Largest Industry Peers for Real Estate

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

-1.20 (-1.32%)

USD 32.55B
XLRE The Real Estate Select Sector ..

-0.48 (-1.16%)

USD 6.84B
REET iShares Global REIT ETF

-0.33 (-1.36%)

USD 3.63B
USRT iShares Core U.S. REIT ETF

-0.88 (-1.52%)

USD 2.72B
REZ iShares Residential and Multis..

-1.42 (-1.73%)

USD 0.99B
FREL Fidelity® MSCI Real Estate In..

-0.38 (-1.38%)

USD 0.97B
SRVR Pacer Benchmark Data & Infrast..

-0.21 (-0.71%)

USD 0.40B
MORT VanEck Mortgage REIT Income ET..

-0.13 (-1.19%)

USD 0.29B
FRI First Trust S&P REIT Index Fun..

-0.37 (-1.34%)

USD 0.16B
INDS Pacer Benchmark Industrial Rea..

-0.40 (-1.08%)

USD 0.15B

ETFs Containing IYR

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

+0.06 (+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 0.77% 82% B 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.77% 82% B 36% F
Trailing 12 Months  
Capital Gain 8.10% 71% C- 54% F
Dividend Return 1.84% 12% F 30% F
Total Return 9.94% 47% F 50% F
Trailing 5 Years  
Capital Gain -0.84% 65% D 45% F
Dividend Return 11.81% 24% F 37% F
Total Return 10.98% 41% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 2.80% 24% F 43% F
Dividend Return 4.82% 18% F 42% F
Total Return 2.02% 18% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 20.26% 65% D 54% F
Risk Adjusted Return 23.79% 24% 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:

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.