iShares Developed Real Estate Index Fund (BIRDX)
The investment seeks to track the investment results of an index composed of real estate equities in developed markets. The fund seeks to track the investment results of the FTSE EPRA/NAREIT Developed Index, which measures the stock performance of companies engaged in the ownership, disposal and development of income-producing real estate in developed countries as defined by FTSE EPRA/NAREIT. It generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index and in depositary receipts representing securities of the underlying index.
Fund Info
US0919361958
091936195
Aug 12, 2015
$2,000,000
Mid-Cap
Blend
Expense Ratio
BIRDX has an expense ratio of 0.19%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
BIRDX
N/A
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^GSPC (Benchmark)
-3.77%
5.53%
-5.60%
8.37%
14.61%
10.35%
Monthly Returns
The table below presents the monthly returns of BIRDX, 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 | -0.12% | -0.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BIRDX is 8, meaning it’s performing worse than 92% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Developed Real Estate Index Fund (BIRDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares Developed Real Estate Index Fund provided a 3.27% dividend yield over the last twelve months, with an annual payout of $0.27 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.27 | $0.30 | $0.29 | $0.11 | $0.43 | $0.18 | $0.72 | $0.40 | $0.46 | $0.22 | $0.13 |
Dividend yield | 3.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Developed Real Estate Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.06 | $0.00 | $0.06 | ||||||||||
| 2024 | $0.09 | $0.09 | $0.12 | $0.30 | |||||||||
| 2023 | $0.07 | $0.07 | $0.06 | $0.08 | $0.29 | ||||||||
| 2022 | $0.04 | $0.05 | $0.03 | $0.11 | |||||||||
| 2021 | $0.14 | $0.08 | $0.10 | $0.11 | $0.43 | ||||||||
| 2020 | $0.07 | $0.04 | $0.06 | $0.18 | |||||||||
| 2019 | $0.12 | $0.12 | $0.08 | $0.40 | $0.72 | ||||||||
| 2018 | $0.08 | $0.11 | $0.06 | $0.15 | $0.40 | ||||||||
| 2017 | $0.01 | $0.07 | $0.08 | $0.07 | $0.24 | $0.46 | |||||||
| 2016 | $0.08 | $0.04 | $0.07 | $0.03 | $0.22 | ||||||||
| 2015 | $0.03 | $0.10 | $0.13 |
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 iShares Developed Real Estate Index Fund. 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 iShares Developed Real Estate Index Fund was 0.85%, occurring on May 8, 2025. The portfolio has not yet recovered.
The current iShares Developed Real Estate Index Fund drawdown is 0.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.85% | May 6, 2025 | 3 | May 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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