Dow Jones U.S. Select REIT Index (^DWRTF)
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Dow Jones U.S. Select REIT Index (^DWRTF) returned -1.44% year-to-date (YTD) and 5.49% over the past 12 months. Over the past 10 years, ^DWRTF returned 0.97% annually, underperforming the S&P 500 benchmark at 10.79%.
^DWRTF
-1.44%
4.96%
-5.45%
5.49%
7.66%
0.97%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
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% | 1.33% | -1.44% | |||||||
| 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 39, 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.
Loading data...
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.
Loading data...
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 19.87%.
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.
Loading data...