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 |
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
The iShares Mortgage Real Estate ETF has a high expense ratio of 0.48%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Popular comparisons: REM vs. MORT, REM vs. REET, REM vs. IYR, REM vs. GAL, REM vs. VNQ, REM vs. JEPI, REM vs. QQQ, REM vs. NLY, REM vs. SCHD, REM vs. O
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 -1.87% year-to-date (YTD) and 21.20% in the last 12 months. Over the past 10 years, iShares Mortgage Real Estate ETF had an annualized return of 2.15%, while the S&P 500 had an annualized return of 10.96%, indicating that iShares Mortgage Real Estate ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -1.87% | 10.04% |
1 month | 5.51% | 3.53% |
6 months | 9.26% | 22.79% |
1 year | 21.20% | 32.16% |
5 years (annualized) | -3.63% | 13.15% |
10 years (annualized) | 2.15% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -4.07% | -1.28% | ||||||||||
2023 | -1.83% | -5.05% | -11.24% | 14.57% | 8.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for iShares Mortgage Real Estate ETF (REM) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
iShares Mortgage Real Estate ETF | 0.86 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
iShares Mortgage Real Estate ETF granted a 9.56% dividend yield in the last twelve months. The annual payout for that period amounted to $2.20 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $2.20 | $2.23 | $2.52 | $2.52 | $2.46 | $3.63 | $3.99 | $4.51 | $4.22 | $4.59 | $6.81 | $7.43 |
Dividend yield | 9.56% | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
2013 | $1.73 | $0.00 | $0.00 | $2.11 | $0.00 | $0.00 | $1.68 | $0.00 | $0.00 | $1.91 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 31.94%.
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 5.82%, 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.