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
US46434V6478
46434V647
Jul 8, 2014
Developed Markets (Broad)
1x
FTSE EPRA/NAREIT Global REIT Index
Multi-Cap
Blend
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
iShares Global REIT ETF had a return of 7.15% year-to-date (YTD) and 20.36% in the last 12 months. Over the past 10 years, iShares Global REIT ETF had an annualized return of 3.85%, while the S&P 500 had an annualized return of 11.11%, indicating that iShares Global REIT ETF did not perform as well as the benchmark.
REET
7.15%
-3.93%
9.43%
20.36%
1.37%
3.85%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of REET, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.26% | 0.22% | 2.65% | -6.59% | 4.39% | 1.01% | 6.28% | 5.54% | 3.30% | -4.42% | 7.15% | ||
| 2023 | 9.47% | -4.71% | -2.52% | 1.57% | -3.91% | 3.23% | 3.35% | -3.54% | -6.40% | -4.63% | 10.60% | 9.37% | 10.28% |
| 2022 | -6.44% | -2.48% | 5.08% | -5.17% | -4.44% | -8.17% | 8.44% | -6.56% | -12.07% | 3.95% | 6.74% | -3.77% | -24.10% |
| 2021 | -0.42% | 4.07% | 3.70% | 6.87% | 1.18% | 1.40% | 4.11% | 1.56% | -5.90% | 6.71% | -1.50% | 7.48% | 32.43% |
| 2020 | 0.80% | -8.05% | -24.06% | 6.32% | 0.74% | 2.66% | 3.21% | 1.44% | -2.91% | -3.09% | 12.76% | 4.13% | -10.48% |
| 2019 | 11.40% | 0.31% | 3.13% | -0.67% | -0.34% | 1.86% | 0.38% | 2.73% | 3.06% | 2.17% | -1.15% | -0.23% | 24.42% |
| 2018 | -1.53% | -6.58% | 3.41% | 0.98% | 2.34% | 2.39% | 0.90% | 1.58% | -2.12% | -3.37% | 3.77% | -6.44% | -5.27% |
| 2017 | -0.12% | 2.98% | -1.43% | 0.47% | 0.04% | 0.98% | 1.96% | -0.27% | -0.30% | -1.09% | 2.85% | 1.29% | 7.48% |
| 2016 | -3.68% | 0.57% | 9.37% | -0.64% | 0.65% | 4.72% | 4.41% | -3.04% | -1.10% | -6.22% | -2.84% | 4.02% | 5.29% |
| 2015 | 5.81% | -2.00% | -0.04% | -3.45% | -0.70% | -3.79% | 3.72% | -5.76% | 1.99% | 5.80% | -1.37% | 1.16% | 0.63% |
| 2014 | 0.02% | 2.43% | -5.96% | 6.98% | 1.87% | 0.64% | 5.67% |
Expense Ratio
REET has an expense ratio of 0.14%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of REET is 40, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Global REIT ETF (REET) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Global REIT ETF provided a 2.74% dividend yield over the last twelve months, with an annual payout of $0.70 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.70 | $0.79 | $0.55 | $0.97 | $0.63 | $1.45 | $1.34 | $1.00 | $1.35 | $0.90 | $0.55 |
Dividend yield | 2.74% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.46 | |
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.24 | $0.79 |
| 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 | $0.55 |
| 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 | $0.97 |
| 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 | $0.63 |
| 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 | $1.45 |
| 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 | $1.34 |
| 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 | $1.00 |
| 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 | $1.35 |
| 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 | $0.90 |
| 2014 | $0.11 | $0.00 | $0.19 | $0.00 | $0.00 | $0.26 | $0.55 |
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.
Worst Drawdowns
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 10.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.59% | Feb 18, 2020 | 25 | Mar 23, 2020 | 300 | Jun 1, 2021 | 325 |
| -32.11% | Jan 3, 2022 | 458 | Oct 27, 2023 | — | — | — |
| -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
Volatility Chart
The current iShares Global REIT ETF volatility is 4.44%, 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.