IYR ETF

$104.69

Returns Overview

1 Month
+0.84%
3 Months
+8.14%
6 Months
+8.89%
YTD
+8.79%
1 Year
+8.57%
3 Years (annualized)
+7.87%
5 Years (annualized)
+2.32%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IYR 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones US Real Estate Capped Index(DJUSRCUP)
This ETF (YTD)
+8.79%
Peer Avg (YTD)
+11.24%
vs Peers
-2.45%

IYR ETF Performance

IYR performance across multiple time periods: 1-month 0.84%, YTD 8.79%, 1-year 8.57%, 3-year 7.87%, 5-year 2.32%, 10-year 5.05%.

IYR returns trail the peer average of 11.24% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

IYR performance comparison shows side-by-side returns with another fund. IYR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.84%N/A
3 Months+8.14%N/A
6 Months+8.89%N/A
1 Year+8.57%N/A
3 Years+7.87%N/A
5 Years+2.32%N/A

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