MNR vs. IYW
MNR (Monmouth Real Estate Investment Corporation) is a stock, while IYW (iShares U.S. Technology ETF) is Technology Equities fund tracking the Russell 1000 Technology RIC 22.5/45 Capped Index. Over the past year, MNR returned 0.50% vs 40.73% for IYW. At a 0.09 correlation, their price movements are largely independent.
Performance
MNR vs. IYW - Performance Comparison
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Returns By Period
In the year-to-date period, MNR achieves a 29.02% return, which is significantly higher than IYW's 24.51% return.
MNR
- 1D
- -0.15%
- 1M
- 2.91%
- 6M
- 30.19%
- YTD
- 29.02%
- 1Y
- 0.50%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYW
- 1D
- 0.10%
- 1M
- -2.17%
- 6M
- 24.77%
- YTD
- 24.51%
- 1Y
- 40.73%
- 3Y*
- 31.03%
- 5Y*
- 20.34%
- 10Y*
- 25.36%
MNR vs. IYW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
MNR Monmouth Real Estate Investment Corporation | 29.02% | -26.21% | 23.43% | -13.21% |
IYW iShares U.S. Technology ETF | 24.51% | 25.38% | 30.25% | 15.75% |
Correlation
The correlation between MNR and IYW is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2023 | 0.09 |
The correlation between MNR and IYW shifts across timeframes, from -0.03 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MNR vs. IYW — Risk / Return Rank
MNR
IYW
MNR vs. IYW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monmouth Real Estate Investment Corporation (MNR) and iShares U.S. Technology ETF (IYW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MNR | IYW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.76 | ||
| Sortino ratioReturn per unit of downside risk | -2.12 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.30 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.02 | 2.30 | -2.28 |
| Martin ratioReturn relative to average drawdown | 0.03 | 7.13 | -7.10 |
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Drawdowns
MNR vs. IYW - Drawdown Comparison
The maximum MNR drawdown since its inception was -34.70%, smaller than the maximum IYW drawdown of -81.90%. Use the drawdown chart below to compare losses from any high point for MNR and IYW.
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Drawdown Indicators
| MNR | IYW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.70% | -81.90% | +47.20% |
Max Drawdown (1Y)Largest decline over 1 year | -27.08% | -17.81% | -9.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.47% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.44% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.44% | — |
Current DrawdownCurrent decline from peak | -13.87% | -4.39% | -9.48% |
Average DrawdownAverage peak-to-trough decline | -14.84% | -34.53% | +19.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.36% | 5.73% | +8.63% |
Volatility
MNR vs. IYW - Volatility Comparison
The current volatility for Monmouth Real Estate Investment Corporation (MNR) is 5.96%, while iShares U.S. Technology ETF (IYW) has a volatility of 9.32%. This indicates that MNR experiences smaller price fluctuations and is considered to be less risky than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MNR | IYW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 9.32% | -3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 21.51% | 19.25% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.85% | 22.97% | +4.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.65% | 26.36% | +2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.65% | 25.29% | +3.36% |
Dividends
MNR vs. IYW - Dividend Comparison
MNR's dividend yield for the trailing twelve months is around 13.90%, more than IYW's 0.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYW iShares U.S. Technology ETF | 0.10% | 0.14% | 0.21% | 0.34% | 0.50% | 0.31% | 0.56% | 0.72% | 0.92% | 0.82% | 1.14% | 1.12% |
MNR Monmouth Real Estate Investment Corporation | 13.90% | 17.57% | 18.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MNR and IYW have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IYW has higher volatility (9.32%) compared to MNR (5.96%). In terms of maximum drawdown, MNR dropped -34.70% vs IYW's -81.90%.
IYW currently has the higher Sharpe Ratio (1.78 vs 0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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