At A Glance
You hold IYR in 0 portfolios
iShares US Real Estate ETF (IYR)
Price
100.36USD
2.62 +2.68%
4:10pm EDT
Category
Sector EquityYTD Return (Cumulative)
-13.59%Classification
Real Estate3 Year Return (Annualized)
8.93%52 Week High
$116.8952 Week Low
$92.89Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Growth of $10,000 over 10 years »
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Total Return Performance (as of May 27, 2022)
| Cumulative Performance | ||||||
|---|---|---|---|---|---|---|
| Fund or Index | 1 Day | 1 Week | 4 Weeks | 13 Weeks | YTD | 1 Year |
| IYR | 2.71% | 5.70% | 3.19% | 2.56% | 13.18% | 3.20% |
Lipper Real Estate Fd IX | 2.47% | 5.49% | 4.30% | 4.12% | 13.10% | 3.70% |
Percentile Rank IYR vs. Category | 19 | 35 | 18 | 25 | 49 | 77 |
| Annualized Performance | ||||
|---|---|---|---|---|
| 3 Year | 5 Year | 10 Year | Since Inception | |
| IYR | 7.27% | 8.05% | 8.74% | 9.48% Jun 12, 2000 |
Lipper Real Estate Fd IX | 8.08% | 8.07% | 8.69% | -- |
Percentile Rank IYR vs. Category | 60 | 47 | 40 | -- |
Lipper Leaders Rating Overall
| Total Return | Consistent Return | Capital Preservation | Expense | Tax Efficiency | Overview | |
|---|---|---|---|---|---|---|
| Overall Rating Peers with Rating* | 236 Funds | 236 Funds | 12351 Funds | 134 Funds | 236 Funds |
IYR Performance
| 1 Year (Cumulative) | Category Range | |
|---|---|---|
| SEC Performance as of Apr 30, 2022 | 6.88% | |
| After Tax Pre-Liquidation as of Apr 30, 2022 | 5.94% | |
| After Tax Post-Liquidation as of Apr 30, 2022 | 4.11% |
Distributions
1 YR Dividend Income / Share(by US Dollar)
IYR returned $2.38 in dividend income over the past year which was Above the median for the Sector Equity and is in the 73rd percentile of funds in this category.
