iShares Global REIT ETF (REET)
REET is a passive ETF by iShares tracking the investment results of the FTSE EPRA/NAREIT Global REIT Index. REET launched on Jul 8, 2014 and has a 0.14% expense ratio.
ETF Info
| ISIN | US46434V6478 |
|---|---|
| CUSIP | 46434V647 |
| Issuer | iShares |
| Inception Date | Jul 8, 2014 |
| Region | Developed Markets (Broad) |
| Category | REIT |
| Index Tracked | FTSE EPRA/NAREIT Global REIT Index |
| ETF Home Page | www.ishares.com |
| Asset Class | Real Estate |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares Global REIT ETF features an expense ratio of 0.14%, falling within the medium range.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in iShares Global REIT ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: REET vs. VNQ, REET vs. VNQI, REET vs. USRT, REET vs. SCHH, REET vs. XLRE, REET vs. FREL, REET vs. EWRE, REET vs. WPC, REET vs. REM, REET vs. SRVR
Return
iShares Global REIT ETF had a return of -4.40% year-to-date (YTD) and 3.73% in the last 12 months. Over the past 10 years, iShares Global REIT ETF had an annualized return of 2.19%, while the S&P 500 had an annualized return of 8.78%, indicating that iShares Global REIT ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -7.17% | -5.02% |
| 6 months | -5.99% | 4.35% |
| Year-To-Date | -4.40% | 11.68% |
| 1 year | 3.73% | 17.79% |
| 5 years (annualized) | 0.08% | 8.05% |
| 10 years (annualized) | 2.19% | 8.78% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -4.71% | -2.52% | 1.57% | -3.91% | 3.23% | 3.35% | -3.54% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
REET iShares Global REIT ETF | 0.07 | ||||
^GSPC S&P 500 | 0.89 |
Dividend History
iShares Global REIT ETF granted a 2.60% dividend yield in the last twelve months. The annual payout for that period amounted to $0.55 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.55 | $0.55 | $0.97 | $0.63 | $1.45 | $1.34 | $1.00 | $1.35 | $0.90 | $0.55 |
Dividend yield | 2.60% | 2.49% | 3.33% | 2.87% | 5.90% | 6.78% | 4.80% | 6.97% | 4.87% | 3.00% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Global REIT 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | ||||
| 2022 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.34 |
| 2020 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.66 |
| 2018 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.25 |
| 2017 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.27 |
| 2016 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.55 |
| 2015 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.22 |
| 2014 | $0.11 | $0.00 | $0.19 | $0.00 | $0.00 | $0.26 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the iShares Global REIT ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the iShares Global REIT ETF is 44.59%, recorded on Mar 23, 2020. It took 300 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.59% | Feb 18, 2020 | 25 | Mar 23, 2020 | 300 | Jun 1, 2021 | 325 |
| -31.86% | Jan 3, 2022 | 198 | Oct 14, 2022 | — | — | — |
| -15.79% | Jan 27, 2015 | 155 | Sep 4, 2015 | 155 | Apr 19, 2016 | 310 |
| -14.35% | Aug 1, 2016 | 80 | Nov 21, 2016 | 427 | Aug 3, 2018 | 507 |
| -10.88% | Aug 30, 2018 | 80 | Dec 24, 2018 | 23 | Jan 29, 2019 | 103 |
Volatility Chart
The current iShares Global REIT ETF volatility is 4.46%, 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.