CMBS ETF

CMBS ETF
$48.33
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Returns Overview

1 Month
-0.40%
3 Months
-0.18%
6 Months
-0.12%
YTD
+0.33%
1 Year
+3.31%
3 Years (annualized)
+5.27%
5 Years (annualized)
+0.60%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CMBS have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US CMBS (ERISA Only) Index
This ETF (YTD)
+0.33%
Peer Avg (YTD)
+0.12%
vs Peers
+0.20%

CMBS ETF Performance

CMBS performance across multiple time periods: 1-month -0.40%, YTD 0.33%, 1-year 3.31%, 3-year 5.27%, 5-year 0.60%, 10-year 1.87%.

CMBS returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

CMBS vs another fund shows side-by-side returns. CMBS alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.40%N/A
3 Months-0.18%N/A
6 Months-0.12%N/A
1 Year+3.31%N/A
3 Years+5.27%N/A
5 Years+0.60%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized