Dow Jones U.S. Select REIT Index (^DWRTF)
^DWRTFShare Price Chart
Click Calculate to get results
^DWRTFPerformance
The chart shows the growth of $10,000 invested in Dow Jones U.S. Select REIT Index in May 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,318 for a total return of roughly 63.18%. All prices are adjusted for splits and dividends.
^DWRTFReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | -12.19% | -10.55% |
| 6M | -22.81% | -18.29% |
| YTD | -28.26% | -22.51% |
| 1Y | -19.41% | -15.98% |
| 5Y | -0.82% | 8.10% |
| 10Y | 2.00% | 9.76% |
^DWRTFMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -6.56% | -3.65% | 6.16% | -4.75% | -7.02% | -8.31% | 8.76% | -6.35% | -9.24% | |||
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 2013 | 3.22% | 0.62% | 2.22% | 6.75% | -6.26% | -2.19% | 0.64% | -7.15% | 2.73% | 3.87% | -5.74% | 0.00% |
| 2012 | 6.28% | -1.38% | 4.79% | 2.86% | -4.85% | 5.09% | 1.77% | -0.57% | -2.36% | -1.05% | -0.81% | 3.25% |
| 2011 | 3.40% | 4.24% | -1.82% | 5.78% | 1.19% | -3.69% | 1.67% | -5.81% | -11.57% | 14.51% | -4.26% | 4.19% |
| 2010 | -0.40% | -5.76% | 9.71% | -1.69% | 4.04% | 4.45% | -2.30% | 4.26% |
^DWRTFDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
^DWRTFWorst Drawdowns
The table below shows the maximum drawdowns of the Dow Jones U.S. Select REIT Index. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Dow Jones U.S. Select REIT Index is 44.52%, recorded on Mar 23, 2020. It took 304 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.52% | Feb 19, 2020 | 24 | Mar 23, 2020 | 304 | Jun 7, 2021 | 328 |
| -28.26% | Jan 3, 2022 | 183 | Sep 23, 2022 | — | — | — |
| -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 |
| -18.57% | Jan 27, 2015 | 264 | Feb 11, 2016 | 97 | Jun 30, 2016 | 361 |
| -14.05% | Jun 16, 2010 | 14 | Jul 6, 2010 | 19 | Aug 2, 2010 | 33 |
| -9.84% | Sep 17, 2012 | 42 | Nov 15, 2012 | 47 | Jan 25, 2013 | 89 |
| -9.58% | Nov 8, 2010 | 7 | Nov 16, 2010 | 49 | Jan 27, 2011 | 56 |
| -8.85% | May 2, 2012 | 23 | Jun 4, 2012 | 21 | Jul 3, 2012 | 44 |
^DWRTFVolatility Chart
Current Dow Jones U.S. Select REIT Index volatility is 16.70%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.