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

ETF | Real Estate |

Last Closing

USD 96.22

Change

+0.41 (+0.43)%

Market Cap

N/A

Volume

4.36M

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: 2025-04-02 )

Largest Industry Peers for Real Estate

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

+0.55 (+0.61%)

USD 35.58B
XLRE The Real Estate Select Sector ..

+0.20 (+0.48%)

USD 7.21B
REET iShares Global REIT ETF

+0.16 (+0.66%)

USD 3.69B
USRT iShares Core U.S. REIT ETF

+0.26 (+0.45%)

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

+0.12 (+0.44%)

USD 0.98B
REZ iShares Residential and Multis..

+0.02 (+0.02%)

USD 0.86B
SRVR Pacer Benchmark Data & Infrast..

+0.27 (+0.91%)

USD 0.42B
MORT VanEck Mortgage REIT Income ET..

-0.03 (-0.23%)

USD 0.31B
FRI First Trust S&P REIT Index Fun..

+0.14 (+0.51%)

USD 0.16B
INDS Pacer Benchmark Industrial Rea..

+0.05 (+0.13%)

USD 0.15B

ETFs Containing IYR

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

+0.03 (+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 3.40% 76% C+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.40% 76% C+ 74% C
Trailing 12 Months  
Capital Gain 10.05% 88% B+ 77% C+
Dividend Return 1.44% 18% F 29% F
Total Return 11.49% 71% C- 74% C
Trailing 5 Years  
Capital Gain 49.78% 65% D 46% F
Dividend Return 16.46% 12% F 37% F
Total Return 66.24% 47% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 2.94% 29% F 45% F
Dividend Return 4.95% 18% F 44% F
Total Return 2.01% 12% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 19.81% 47% F 53% F
Risk Adjusted Return 24.99% 24% 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:

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.