Correlation
The correlation between MNR and IYW is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
MNR vs. IYW
Compare and contrast key facts about Monmouth Real Estate Investment Corporation (MNR) and iShares U.S. Technology ETF (IYW).
IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MNR or IYW.
Performance
MNR vs. IYW - Performance Comparison
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Key characteristics
MNR:
-0.54
IYW:
0.36
MNR:
-0.59
IYW:
0.81
MNR:
0.92
IYW:
1.11
MNR:
-0.59
IYW:
0.49
MNR:
-1.07
IYW:
1.55
MNR:
15.94%
IYW:
8.41%
MNR:
29.92%
IYW:
30.24%
MNR:
-29.03%
IYW:
-81.89%
MNR:
-21.89%
IYW:
-5.08%
Returns By Period
In the year-to-date period, MNR achieves a -13.67% return, which is significantly lower than IYW's -0.75% return.
MNR
-13.67%
2.73%
-4.06%
-16.20%
N/A
N/A
N/A
IYW
-0.75%
11.36%
0.28%
10.84%
21.65%
20.70%
19.98%
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Risk-Adjusted Performance
MNR vs. IYW — Risk-Adjusted Performance Rank
MNR
IYW
MNR vs. IYW - Risk-Adjusted Performance 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.
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Dividends
MNR vs. IYW - Dividend Comparison
MNR's dividend yield for the trailing twelve months is around 20.54%, more than IYW's 0.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNR Monmouth Real Estate Investment Corporation | 20.54% | 18.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYW iShares U.S. Technology ETF | 0.21% | 0.21% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% |
Drawdowns
MNR vs. IYW - Drawdown Comparison
The maximum MNR drawdown since its inception was -29.03%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for MNR and IYW.
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Volatility
MNR vs. IYW - Volatility Comparison
Monmouth Real Estate Investment Corporation (MNR) has a higher volatility of 8.00% compared to iShares U.S. Technology ETF (IYW) at 6.57%. This indicates that MNR's price experiences larger fluctuations and is considered to be riskier than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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