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iShares Mortgage Real Estate ETF

REM
ETF · Currency in USD
ISIN
US46435G3424
CUSIP
46435G342
Issuer
iShares
Inception Date
May 4, 2007
Region
North America (U.S.)
Category
Real Estate
Expense Ratio
0.48%
Index Tracked
FTSE NAREIT All Mortgage Capped Index
ETF Home Page
www.ishares.com
Asset Class
Real Estate

Asset Class Size

Multi-Cap

Asset Class Style

Value

REMPrice Chart


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REMPerformance

The chart shows the growth of $10,000 invested in iShares Mortgage Real Estate ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,232 for a total return of roughly 122.32%. All prices are adjusted for splits and dividends.


REM (iShares Mortgage Real Estate ETF)
Benchmark (S&P 500)

REMReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M5.03%
6M8.52%
YTD23.68%
1Y54.36%
5Y7.36%
10Y7.92%

REMMonthly Returns Heatmap


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REMSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Mortgage Real Estate ETF Sharpe ratio is 2.50. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


REM (iShares Mortgage Real Estate ETF)
Benchmark (S&P 500)

REMDividends

iShares Mortgage Real Estate ETF granted a 5.03% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $1.91 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.91$2.46$3.63$3.99$4.51$4.22$4.59$6.81$7.43$6.90$6.18$5.67

Dividend yield

5.03%7.72%8.16%10.00%9.97%10.03%12.00%14.54%16.13%12.61%12.21%9.10%

REMDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


REM (iShares Mortgage Real Estate ETF)
Benchmark (S&P 500)

REMWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Mortgage Real Estate 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 Mortgage Real Estate ETF is 68.52%, recorded on Apr 3, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.52%Feb 21, 202031Apr 3, 2020
-25.46%May 1, 201377Aug 19, 2013734Jul 19, 2016811
-19.97%Mar 1, 2011151Oct 3, 2011142Apr 26, 2012293
-13.82%Sep 24, 201236Nov 14, 201243Jan 17, 201379
-11.94%Oct 20, 201776Feb 8, 2018100Jul 3, 2018176
-11.71%Sep 7, 201875Dec 24, 201825Jan 31, 2019100
-11%Apr 26, 201019May 20, 2010104Oct 18, 2010123
-7.08%Apr 25, 201926May 31, 201941Jul 30, 201967
-7.05%Aug 9, 201917Sep 3, 201932Oct 17, 201949
-6.21%Sep 8, 201621Oct 6, 201633Nov 22, 201654

REMVolatility Chart

Current iShares Mortgage Real Estate ETF volatility is 6.69%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


REM (iShares Mortgage Real Estate ETF)
Benchmark (S&P 500)

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