iShares US Real Estate ETF (IYR)

At A Glance

You hold IYR in 0 portfolios

Price

100.36USD

 2.62 +2.68%

4:10pm EDT

Category
Sector Equity
YTD Return (Cumulative)
 -13.59%
Classification
Real Estate
3 Year Return (Annualized)
 8.93%
52 Week High
$116.89
52 Week Low
$92.89
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

IYR — More Risk, More Return

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IYR outperforms 40 funds in its category for 3 Year Return, which is lower than the category median.

IYR has a lower risk than 35 other funds in its category, but its risk/return ratio is still higher than the category median.

Compare IYR to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.41
 
 
IYR
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$245 in fees
$20,415 before
 
$20,170 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 28, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
IYR19.4830.509-0.270.910.7
Lipper Real Estate Fd IX
Lipper Classification Index
18.7560.582-0.1191.0310.989
S&P 500 TR IX
Broad-Based Index
18.6610.756-0.2660.9070.702

Similar Funds & ETFs

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YTD Return
 -5.5%
3Yr Return
 5.6%
5Yr Return
 5.6%

DIVPX's YTD Return outperformed IYR

Real Estate (DFREX)
YTD Return
 -9.0%
3Yr Return
 10.4%
5Yr Return
 9.8%

DFREX's YTD, 3 year, and 5 year Returns outperformed IYR

1 ETF »

Real Estate (NURE)
YTD Return
 -6.7%
3Yr Return
 12.5%
5Yr Return
 11.9%

NURE's YTD, 3 year, and 5 year Returns outperformed IYR

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