iShares Global REIT ETF (REET)

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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.

iShares Global REIT ETF (REET) has returned 1.30% so far this year and 7.51% over the past 12 months. Over the last ten years, REET has returned 3.46% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 10, 2014, REET's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, your investment would double in approximately 13.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +12.8%, while the worst month was Mar 2020 at -24.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, REET closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -16.7%.

iShares Global REIT ETF has an annualized alpha of -3.26%, beta of 0.75, and R² of 0.53 versus S&P 500 Index. Calculated based on daily prices since July 11, 2014.

• This ETF participated in 96.69% of S&P 500 Index downside but only 68.49% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -3.26% versus S&P 500 Index — delivering less than market exposure alone would predict.

REET has an expense ratio of 0.14%, which is considered low.

REET ranks 27 for risk / return — below 27% 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.

The table below present risk-adjusted performance metrics for iShares Global REIT ETF (REET) and compare them to a chosen benchmark (S&P 500 Index).

iShares Global REIT ETF provided a 3.65% dividend yield over the last twelve months, with an annual payout of $0.92 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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 iShares Global REIT 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 REIT ETF was 44.59%, occurring on Mar 23, 2020. Recovery took 300 trading sessions.

The current iShares Global REIT ETF drawdown is 7.39%.

The chart below shows the rolling one-month volatility.