iREIT MarketVector Quality REIT Index ETF (IRET)

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The chart shows the growth of an initial investment of $10,000 in iREIT MarketVector Quality REIT 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.

iREIT MarketVector Quality REIT Index ETF (IRET) has returned 5.25% so far this year and 4.04% over the past 12 months.

Based on dividend-adjusted daily data since Mar 6, 2024, IRET's average daily return is +0.02%, while the average monthly return is +0.34%. At this rate, your investment would double in approximately 17.0 years.

Historically, 62% of months were positive and 38% were negative. The best month was Feb 2026 with a return of +7.6%, while the worst month was Dec 2024 at -8.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, IRET closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +6.5%, while the worst single day was Dec 18, 2024 at -4.2%.

iREIT MarketVector Quality REIT Index ETF has an annualized alpha of -2.80%, beta of 0.55, and R² of 0.29 versus S&P 500 Index. Calculated based on daily prices since March 07, 2024.

• This ETF participated in 114.34% of S&P 500 Index downside but only 64.96% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.55 may look defensive, but with R² of 0.29 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.29 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IRET has an expense ratio of 0.60%, placing it in the medium range.

IRET ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for iREIT MarketVector Quality REIT Index ETF (IRET) and compare them to a chosen benchmark (S&P 500 Index).

iREIT MarketVector Quality REIT Index ETF provided a 4.92% dividend yield over the last twelve months, with an annual payout of $0.97 per share.

The table displays the monthly dividend distributions for iREIT MarketVector Quality REIT Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iREIT MarketVector Quality REIT 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 iREIT MarketVector Quality REIT Index ETF was 24.39%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current iREIT MarketVector Quality REIT Index ETF drawdown is 8.64%.

The chart below shows the rolling one-month volatility.