iShares Mortgage Real Estate ETF (REM)
REM is a passive ETF by iShares tracking the investment results of the FTSE NAREIT All Mortgage Capped Index. REM launched on May 4, 2007 and has a 0.48% expense ratio.
ETF Info
| ISIN | US46435G3424 |
|---|---|
| CUSIP | 46435G342 |
| Issuer | iShares |
| Inception Date | May 4, 2007 |
| Region | North America (U.S.) |
| Category | REIT |
| Leveraged | 1x |
| Index Tracked | FTSE NAREIT All Mortgage Capped Index |
| Home Page | www.ishares.com |
| Asset Class | Real Estate |
Asset Class Size | Multi-Cap |
Asset Class Style | Value |
Expense Ratio
REM features an expense ratio of 0.48%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: REM vs. MORT, REM vs. REET, REM vs. VNQ, REM vs. IYR, REM vs. GAL, REM vs. NLY, REM vs. O, REM vs. QQQ, REM vs. JEPI, REM vs. SCHD
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Mortgage Real Estate 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 Mortgage Real Estate ETF had a return of 1.21% year-to-date (YTD) and 16.65% in the last 12 months. Over the past 10 years, iShares Mortgage Real Estate ETF had an annualized return of 1.70%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares Mortgage Real Estate ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.21% | 25.45% |
| 1 month | -0.53% | 2.91% |
| 6 months | 2.38% | 14.05% |
| 1 year | 16.65% | 35.64% |
| 5 years (annualized) | -3.88% | 14.13% |
| 10 years (annualized) | 1.70% | 11.39% |
Monthly Returns
The table below presents the monthly returns of REM, 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 | -4.07% | -1.28% | 4.57% | -6.07% | 2.98% | 0.95% | 6.41% | 1.87% | 1.03% | -5.52% | 1.21% | ||
| 2023 | 15.82% | -8.26% | -8.76% | 1.47% | -3.25% | 12.79% | 4.07% | -1.83% | -5.05% | -11.24% | 14.57% | 8.05% | 14.43% |
| 2022 | -1.83% | -6.20% | 3.28% | -9.43% | 3.55% | -10.80% | 14.47% | -7.15% | -24.26% | 12.61% | 8.19% | -7.16% | -27.56% |
| 2021 | -2.39% | 8.68% | 6.10% | 4.57% | 0.33% | 1.90% | -2.53% | 2.65% | -2.05% | 3.73% | -5.86% | 0.87% | 16.14% |
| 2020 | 3.55% | -8.39% | -53.36% | 18.02% | 2.76% | 12.12% | 4.67% | 2.19% | -1.17% | -0.35% | 18.23% | 6.80% | -19.99% |
| 2019 | 9.24% | -0.92% | 1.91% | 1.85% | -6.59% | 4.92% | 2.30% | -6.37% | 6.58% | 2.73% | 1.46% | 3.59% | 21.34% |
| 2018 | -6.86% | -3.23% | 6.50% | 0.28% | 2.89% | 1.53% | 3.50% | 0.38% | -1.23% | -2.00% | 2.06% | -6.09% | -3.09% |
| 2017 | 1.36% | 5.68% | 2.93% | 3.60% | -1.47% | 2.34% | 0.26% | 1.27% | 1.73% | -2.97% | 0.40% | 2.19% | 18.43% |
| 2016 | -5.23% | 2.54% | 7.07% | 1.65% | 4.17% | 2.93% | 3.51% | 1.13% | 0.58% | -0.00% | 1.40% | 0.67% | 21.88% |
| 2015 | -0.34% | 1.80% | 0.92% | -0.60% | 0.26% | -6.67% | 2.55% | -3.41% | -2.70% | -0.10% | 0.81% | -1.87% | -9.30% |
| 2014 | 5.82% | 4.27% | 0.45% | 1.71% | 2.33% | 1.37% | -2.22% | 4.29% | -6.18% | 4.92% | 2.34% | -2.84% | 16.71% |
| 2013 | 9.80% | 1.47% | 5.58% | 0.64% | -12.77% | -3.84% | -1.97% | -3.63% | 3.74% | 0.42% | -3.24% | 3.00% | -2.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of REM is 20, indicating that it is in the bottom 20% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Mortgage Real Estate ETF (REM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Mortgage Real Estate ETF provided a 9.50% dividend yield over the last twelve months, with an annual payout of $2.16 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.16 | $2.23 | $2.52 | $2.52 | $2.46 | $3.63 | $3.99 | $4.51 | $4.22 | $4.59 | $6.81 | $7.43 |
Dividend yield | 9.50% | 9.46% | 11.13% | 7.29% | 7.72% | 8.16% | 10.00% | 9.97% | 10.03% | 11.99% | 14.53% | 16.12% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Mortgage Real Estate 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 | $0.12 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $1.18 | |
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.97 | $2.23 |
| 2022 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $1.04 | $2.52 |
| 2021 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.14 | $2.52 |
| 2020 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.53 | $2.46 |
| 2019 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.93 | $3.63 |
| 2018 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $3.99 |
| 2017 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.44 | $4.51 |
| 2016 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.85 | $4.22 |
| 2015 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $4.59 |
| 2014 | $0.00 | $0.00 | $2.03 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $1.23 | $0.00 | $0.00 | $2.38 | $6.81 |
| 2013 | $1.73 | $0.00 | $0.00 | $2.11 | $0.00 | $0.00 | $1.68 | $0.00 | $0.00 | $1.91 | $7.43 |
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 Mortgage Real Estate 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 Mortgage Real Estate ETF was 74.72%, occurring on Nov 20, 2008. The portfolio has not yet recovered.
The current iShares Mortgage Real Estate ETF drawdown is 29.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.72% | Jun 6, 2007 | 366 | Nov 20, 2008 | — | — | — |
| -3.84% | May 10, 2007 | 7 | May 18, 2007 | 7 | May 31, 2007 | 14 |
| -0.38% | May 7, 2007 | 2 | May 8, 2007 | 1 | May 9, 2007 | 3 |
Volatility
Volatility Chart
The current iShares Mortgage Real Estate ETF volatility is 4.87%, 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.