Dow Jones U.S. Select REIT Index (^DWRTF)
Share Price Chart
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Performance
Performance Chart
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Returns By Period
Dow Jones U.S. Select REIT Index (^DWRTF) returned -0.10% year-to-date (YTD) and 6.96% over the past 12 months. Over the past 10 years, ^DWRTF returned 1.20% annually, underperforming the S&P 500 benchmark at 10.86%.
^DWRTF
-0.10%
4.77%
-4.89%
6.96%
0.02%
6.51%
1.20%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of ^DWRTF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.05% | 3.69% | -4.41% | -2.89% | 2.72% | -0.10% | |||||||
| 2024 | -4.14% | 1.68% | 1.18% | -7.45% | 4.70% | 2.06% | 5.68% | 6.17% | 2.04% | -3.26% | 4.40% | -7.73% | 4.06% |
| 2023 | 10.84% | -5.05% | -3.35% | 0.55% | -2.93% | 4.37% | 2.71% | -3.36% | -7.68% | -4.67% | 10.54% | 9.24% | 9.32% |
| 2022 | -6.56% | -3.65% | 6.16% | -4.75% | -7.02% | -8.31% | 8.76% | -6.35% | -12.82% | 4.34% | 5.61% | -5.87% | -28.53% |
| 2021 | -0.32% | 5.18% | 4.11% | 8.11% | 0.77% | 1.83% | 5.17% | 1.63% | -5.97% | 8.06% | -0.74% | 8.52% | 41.64% |
| 2020 | 0.30% | -8.62% | -22.82% | 7.67% | -0.85% | 1.23% | 3.13% | 0.51% | -3.69% | -2.78% | 12.09% | 2.64% | -14.64% |
| 2019 | 11.25% | 0.71% | 2.31% | -0.30% | -0.63% | 0.83% | 1.49% | 2.08% | 2.19% | 0.96% | -1.63% | -1.50% | 18.60% |
| 2018 | -4.08% | -7.46% | 3.26% | 1.32% | 3.66% | 3.67% | 0.41% | 2.69% | -3.25% | -2.68% | 4.54% | -9.19% | -8.02% |
| 2017 | -0.98% | 3.25% | -3.34% | -0.37% | -0.83% | 1.91% | 0.78% | -1.07% | -0.24% | -1.23% | 2.80% | -0.56% | -0.08% |
| 2016 | -4.06% | -1.18% | 9.88% | -3.05% | 1.73% | 5.95% | 4.25% | -3.63% | -2.51% | -5.77% | -1.62% | 4.10% | 2.90% |
| 2015 | 6.57% | -3.82% | 1.37% | -5.91% | -0.33% | -4.90% | 5.80% | -6.13% | 2.85% | 5.69% | -0.84% | 1.61% | 0.80% |
| 2014 | 3.92% | 4.81% | 0.40% | 3.54% | 2.15% | 0.41% | 0.08% | 2.48% | -6.25% | 10.57% | 1.82% | 1.31% | 27.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^DWRTF is 42, indicating average performance compared to other indices on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Dow Jones U.S. Select REIT Index (^DWRTF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Dow Jones U.S. Select REIT Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Dow Jones U.S. Select REIT Index was 44.52%, occurring on Mar 23, 2020. Recovery took 304 trading sessions.
The current Dow Jones U.S. Select REIT Index drawdown is 18.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.52% | Feb 19, 2020 | 24 | Mar 23, 2020 | 304 | Jun 7, 2021 | 328 |
| -36.72% | Jan 3, 2022 | 458 | Oct 27, 2023 | — | — | — |
| -23.43% | Jul 25, 2011 | 50 | Oct 3, 2011 | 85 | Feb 3, 2012 | 135 |
| -21.14% | Aug 2, 2016 | 384 | Feb 8, 2018 | 394 | Sep 4, 2019 | 778 |
| -18.61% | May 22, 2013 | 62 | Aug 19, 2013 | 264 | Sep 5, 2014 | 326 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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