iShares Core U.S. REIT ETF (USRT)

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The chart shows the growth of an initial investment of $10,000 in iShares Core U.S. REIT 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 Core U.S. REIT ETF (USRT) has returned 4.27% so far this year and 5.82% over the past 12 months. Over the last ten years, USRT has returned 5.42% 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, USRT's average daily return is +0.04%, while the average monthly return is +0.60%. At this rate, your investment would double in approximately 9.7 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +27.2%, while the worst month was Oct 2008 at -33.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, USRT closed higher 52% of trading days. The best single day was Nov 24, 2008 with a return of +25.4%, while the worst single day was Mar 16, 2020 at -19.1%.

iShares Core U.S. REIT ETF has an annualized alpha of -0.88%, beta of 1.01, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since May 07, 2007.

• This ETF participated in 107.03% of S&P 500 Index downside but only 93.34% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.48 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

USRT has an expense ratio of 0.08%, which is considered low.

USRT ranks 22 for risk / return — below 22% 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.

The table below present risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and compare them to a chosen benchmark (S&P 500 Index).

iShares Core U.S. REIT ETF provided a 2.89% dividend yield over the last twelve months, with an annual payout of $1.71 per share.

The table displays the monthly dividend distributions for iShares Core U.S. REIT 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 Core U.S. 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 Core U.S. REIT ETF was 69.91%, occurring on Mar 6, 2009. Recovery took 795 trading sessions.

The current iShares Core U.S. REIT ETF drawdown is 6.38%.

The chart below shows the rolling one-month volatility.