- ISIN
- US46434V6478
- CUSIP
- 46434V647
- Issuer
- iShares
- Inception Date
- Jul 8, 2014
- Region
- Developed Markets (Broad)
- Category
- REIT
- Leveraged
- 1x (No leverage)
- Index Tracked
- FTSE EPRA/NAREIT Global REIT Index
- Distribution Policy
- Distributing
- Asset Class
- Real Estate
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $5B
Share Price Chart
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Performance
REET Performance Chart
iShares Global REIT ETF (REET) is up 10.9% since the beginning of the year. REET is currently trading at $28 per share. Investors who bought $1,000 worth of REET shares 5 years ago would now be looking at an investment worth $1,117.
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Returns By Period
iShares Global REIT ETF (REET) has returned 10.88% so far this year and 13.52% over the past 12 months. Over the last ten years, REET has returned 4.27% per year, falling short of the S&P 500 Index benchmark, which averaged 13.24% annually.
iShares Global REIT ETF
- 1D
- 0.22%
- 1M
- 0.44%
- YTD
- 10.88%
- 6M
- 12.13%
- 1Y
- 13.52%
- 3Y*
- 9.86%
- 5Y*
- 2.23%
- 10Y*
- 4.27%
Benchmark (S&P 500 Index)
- 1D
- -1.62%
- 1M
- -1.97%
- YTD
- 6.16%
- 6M
- 5.52%
- 1Y
- 20.34%
- 3Y*
- 19.12%
- 5Y*
- 11.34%
- 10Y*
- 13.24%
REET Monthly Returns History
Based on dividend-adjusted daily data since Jul 10, 2014, REET's average daily return is +0.02%, while the average monthly return is +0.50%. At this rate, an investment would double in approximately 11.6 years.
Historically, 58% of months were positive and 42% 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 53% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.89% | 6.16% | -7.25% | 8.63% | -0.18% | 0.95% | 10.88% | ||||||
| 2025 | 1.46% | 2.75% | -2.42% | -0.37% | 2.81% | 0.15% | -0.97% | 4.58% | 0.80% | -1.37% | 1.79% | -1.28% | 7.97% |
| 2024 | -4.26% | 0.22% | 2.65% | -6.59% | 4.39% | 1.01% | 6.28% | 5.54% | 3.30% | -4.42% | 3.14% | -7.37% | 2.65% |
| 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% |
Benchmark Metrics
iShares Global REIT ETF has an annualized alpha of -3.06%, beta of 0.75, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since July 10, 2014.
- This ETF participated in 94.29% of S&P 500 Index downside but only 67.43% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -3.06% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -3.06%
- Beta
- 0.75
- R²
- 0.52
- Upside Capture
- 67.43%
- Downside Capture
- 94.29%
Expense Ratio
REET has an expense ratio of 0.14%, which is considered low.
Return for Risk
Risk / Return Rank
REET ranks 37 for risk / return — below 37% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Global REIT ETF (REET) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REET | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.56 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.25 | -0.74 |
| Martin ratioReturn relative to average drawdown | 5.38 | 10.14 | -4.76 |
Dividends
Dividend History
iShares Global REIT ETF provided a 3.34% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.92 | $0.92 | $0.87 | $0.79 | $0.55 | $0.97 | $0.63 | $1.45 | $1.34 | $1.00 | $1.35 | $0.90 |
Dividend yield | 3.34% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.13 | ||||||
| 2025 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.38 | $0.92 |
| 2024 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.41 | $0.87 |
| 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 |
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 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 0.29%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -44.59%Mar 2020 | 1mo 4d | 1y 2mo | 1y 3moFeb 2020 - Jun 2021 |
2023 bear market2023 | -32.11%Oct 2023 | 1y 9mo | 2y 3mo | 4y 1moJan 2022 - Feb 2026 |
2015 correction2015 | -15.79%Sep 2015 | 7mo 10d | 7mo 18d | 1y 2moJan 2015 - Apr 2016 |
2016 correction2016 | -14.35%Nov 2016 | 3mo 22d | 1y 8mo | 2y 2dAug 2016 - Aug 2018 |
Rate-hike selloffLate 2018 | -10.88%Dec 2018 | 3mo 26d | 1mo 6d | 5mo 2dAug 2018 - Jan 2019 |
Drawdown Indicators
| REET | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.59% | -56.78% | +12.19% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -9.10% | +0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -18.02% | -18.90% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -25.43% | -6.68% |
Max Drawdown (10Y)Largest decline over 10 years | -44.59% | -33.92% | -10.67% |
Current DrawdownCurrent decline from peak | -0.29% | -4.50% | +4.21% |
Average DrawdownAverage peak-to-trough decline | -9.77% | -10.72% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.01% | +0.51% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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