iShares Residential Real Estate ETF (REZ)

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The chart shows the growth of an initial investment of $10,000 in iShares Residential 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.

iShares Residential Real Estate ETF (REZ) has returned 0.69% so far this year and -1.49% over the past 12 months. Over the last ten years, REZ has returned 5.55% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 4, 2007, REZ's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, your investment would double in approximately 7.9 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +20.1%, while the worst month was Oct 2008 at -26.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, REZ closed higher 52% of trading days. The best single day was Nov 24, 2008 with a return of +23.5%, while the worst single day was Mar 16, 2020 at -18.1%.

iShares Residential Real Estate ETF has an annualized alpha of 1.28%, beta of 0.97, and R² of 0.43 versus S&P 500 Index. Calculated based on daily prices since May 07, 2007.

• This ETF participated in 87.82% of S&P 500 Index downside but only 81.59% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.43 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

REZ has an expense ratio of 0.48%, placing it in the medium range.

REZ ranks 10 for risk / return — in the bottom 10% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for iShares Residential Real Estate ETF (REZ) and compare them to a chosen benchmark (S&P 500 Index).

iShares Residential Real Estate ETF provided a 2.28% dividend yield over the last twelve months, with an annual payout of $1.90 per share.

The table displays the monthly dividend distributions for iShares Residential Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares Residential 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 Residential Real Estate ETF was 66.87%, occurring on Mar 5, 2009. Recovery took 542 trading sessions.

The current iShares Residential Real Estate ETF drawdown is 7.70%.

The chart below shows the rolling one-month volatility.