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ISIN
US8863643974
CUSIP
886364397
Inception Date
Jun 12, 2023
Region
North America (U.S.)
Category
REIT
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Real Estate
Asset Class Size
Mid-Cap
Asset Class Style
Value
Assets Under Management
$1M

Share Price Chart


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Performance

REAI Performance Chart

Intelligent Real Estate ETF (REAI) is up 14.2% since the beginning of the year. REAI is currently trading at $21 per share.


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S&P 500 Index

Returns By Period

Intelligent Real Estate ETF (REAI) has returned 14.15% so far this year and 14.52% over the past 12 months.


Intelligent Real Estate ETF

1D
0.12%
1M
-0.84%
YTD
14.15%
6M
14.58%
1Y
14.52%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

REAI Monthly Returns History

Based on dividend-adjusted daily data since Jun 13, 2023, REAI's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, an investment would double in approximately 10.3 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2026 with a return of +10.8%, while the worst month was Sep 2023 at -8.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, REAI closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +6.2%, while the worst single day was Dec 18, 2024 at -4.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.84%6.51%-7.67%10.77%0.02%-1.02%14.15%
2025-0.46%1.05%-4.02%-5.20%2.39%1.56%-2.07%6.13%0.55%-0.53%-4.03%-1.07%-6.08%
2024-4.24%0.94%3.30%-5.47%4.39%2.23%7.73%4.61%2.44%-2.95%3.55%-7.59%8.00%
20230.76%0.54%-1.60%-8.43%-6.95%8.44%10.16%1.46%

Benchmark Metrics

Intelligent Real Estate ETF has an annualized alpha of -6.93%, beta of 0.72, and R2 of 0.35 versus S&P 500 Index. Calculated based on daily prices since June 14, 2023.

  • This ETF participated in 136.42% of S&P 500 Index downside but only 66.54% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.35 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-6.93%
Beta
0.72
0.35
Upside Capture
66.54%
Downside Capture
136.42%

Expense Ratio

REAI has an expense ratio of 0.59%, placing it in the medium range.


Return for Risk

Risk / Return Rank

REAI ranks 25 for risk / return — below 25% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


REAI Risk / Return Rank: 2525
Overall Rank
REAI Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
REAI Sortino Ratio Rank: 2525
Sortino Ratio Rank
REAI Omega Ratio Rank: 2525
Omega Ratio Rank
REAI Calmar Ratio Rank: 2727
Calmar Ratio Rank
REAI Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Intelligent Real Estate ETF (REAI) and compare them to S&P 500 Index.


REAIBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.95

2.39

-1.44

Sortino ratio

Return per unit of downside risk

1.37

3.25

-1.89

Omega ratio

Gain probability vs. loss probability

1.17

1.43

-0.26

Calmar ratio

Return relative to maximum drawdown

1.32

3.11

-1.80

Martin ratio

Return relative to average drawdown

3.38

14.38

-11.00

Dividends

Dividend History

Intelligent Real Estate ETF provided a 3.25% dividend yield over the last twelve months, with an annual payout of $0.69 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%2.50%3.00%3.50%4.00%4.50%$0.00$0.20$0.40$0.60$0.80202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$0.69$0.85$0.70$0.40

Dividend yield

3.25%4.52%3.34%1.99%

Monthly Dividends

The table displays the monthly dividend distributions for Intelligent Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.16$0.00$0.00$0.00$0.16
2025$0.00$0.00$0.00$0.32$0.00$0.00$0.31$0.00$0.00$0.22$0.00$0.00$0.85
2024$0.00$0.00$0.00$0.21$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.12$0.70
2023$0.17$0.23$0.40

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 Intelligent Real Estate 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 Intelligent Real Estate ETF was 22.29%, occurring on Apr 8, 2025. Recovery took 257 trading sessions.

The current Intelligent Real Estate ETF drawdown is 2.85%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-22.29%Apr 2025
6mo 15d1y 9d
1y 6moSep 2024 - Apr 2026
2023 bear market2023
-20.36%Oct 2023
3mo 4d8mo 18d
11mo 22dJul 2023 - Jul 2024
2023 pullback2023
-5.49%Jun 2023
3d10d
13dJun 2023 - Jul 2023
2026 pullback2026
-3.66%May 2026
8d
27d 23hMay 2026 - now
2024 pullback2024
-2.99%Jul 2024
7d5d
12dJul 2024 - Jul 2024

Drawdown Indicators


REAIBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-22.29%

-56.78%

+34.49%

Max Drawdown (1Y)

Largest decline over 1 year

-11.08%

-9.10%

-1.98%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.85%

0.00%

-2.85%

Average Drawdown

Average peak-to-trough decline

-7.31%

-10.72%

+3.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.30%

1.97%

+2.33%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with REAI

Add Intelligent Real Estate ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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