iShares Global Real Estate Index ETF (CGR.TO)
CGR.TO is a passive ETF by iShares tracking the investment results of the Morningstar DM REIT NR CAD. CGR.TO launched on Aug 26, 2008 and has a 0.72% expense ratio.
ETF Info
| Issuer | iShares |
|---|---|
| Inception Date | Aug 26, 2008 |
| Region | Global (Broad) |
| Category | REIT |
| Index Tracked | Morningstar DM REIT NR CAD |
| Home Page | www.blackrock.com |
| Asset Class | Real Estate |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares Global Real Estate Index ETF has a high expense ratio of 0.72%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: CGR.TO vs. XRE.TO, CGR.TO vs. NGRIX, CGR.TO vs. REET, CGR.TO vs. RS.TO, CGR.TO vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares Global Real Estate Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Global Real Estate Index ETF had a return of -3.38% year-to-date (YTD) and 2.50% in the last 12 months. Over the past 10 years, iShares Global Real Estate Index ETF had an annualized return of 4.57%, while the S&P 500 had an annualized return of 10.52%, indicating that iShares Global Real Estate Index ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.38% | 6.92% |
| 1 month | -4.81% | -2.83% |
| 6 months | 14.04% | 23.86% |
| 1 year | 2.50% | 23.33% |
| 5 years (annualized) | -0.62% | 11.66% |
| 10 years (annualized) | 4.57% | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.08% | 1.94% | 3.17% | |||||||||
| 2023 | -5.78% | -1.01% | 9.19% | 5.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares Global Real Estate Index ETF(CGR.TO)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Global Real Estate Index ETF (CGR.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Global Real Estate Index ETF granted a 2.75% dividend yield in the last twelve months. The annual payout for that period amounted to CA$0.75 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CA$0.75 | CA$0.73 | CA$0.65 | CA$0.60 | CA$0.62 | CA$0.66 | CA$0.71 | CA$1.19 | CA$0.80 | CA$0.88 | CA$0.67 | CA$0.38 |
Dividend yield | 2.75% | 2.59% | 2.40% | 1.70% | 2.22% | 2.10% | 2.54% | 4.25% | 2.83% | 2.97% | 2.65% | 1.82% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Global Real Estate Index ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CA$0.00 | CA$0.00 | CA$0.17 | |||||||||
| 2023 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.00 | CA$0.00 | CA$0.24 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.15 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.11 | CA$0.00 | CA$0.00 | CA$0.24 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.09 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.17 |
| 2020 | CA$0.00 | CA$0.00 | CA$0.12 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.10 |
| 2019 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.26 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.09 |
| 2018 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.27 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.00 | CA$0.00 | CA$0.14 |
| 2017 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.24 | CA$0.00 | CA$0.00 | CA$0.28 | CA$0.00 | CA$0.00 | CA$0.53 |
| 2016 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.29 |
| 2015 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.42 |
| 2014 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.35 |
| 2013 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Global Real Estate Index ETF. 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 Global Real Estate Index ETF was 52.90%, occurring on Mar 9, 2009. Recovery took 833 trading sessions.
The current iShares Global Real Estate Index ETF drawdown is 18.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.9% | Sep 3, 2008 | 91 | Mar 9, 2009 | 833 | Jul 3, 2012 | 924 |
| -33.71% | Feb 18, 2020 | 25 | Mar 23, 2020 | 327 | Jul 12, 2021 | 352 |
| -28.76% | Jan 4, 2022 | 458 | Oct 30, 2023 | — | — | — |
| -16.28% | May 22, 2013 | 22 | Jun 20, 2013 | 206 | Apr 16, 2014 | 228 |
| -12.04% | Jun 8, 2017 | 169 | Feb 8, 2018 | 93 | Jun 22, 2018 | 262 |
Volatility
Volatility Chart
The current iShares Global Real Estate Index ETF volatility is 4.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.