USRT ETF

$67.38

Returns Overview

1 Month
+2.66%
3 Months
+12.24%
6 Months
+16.70%
YTD
+16.45%
1 Year
+19.85%
3 Years (annualized)
+11.89%
5 Years (annualized)
+5.55%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USRT 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
FTSE Nareit Equity REITs 40 Act Capped Index(FTRE)
This ETF (YTD)
+16.45%
Peer Avg (YTD)
+11.24%
vs Peers
+5.21%

USRT ETF Performance

USRT performance across multiple time periods: 1-month 2.66%, YTD 16.45%, 1-year 19.85%, 3-year 11.89%, 5-year 5.55%, 10-year 5.92%.

USRT returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.66%N/A
3 Months+12.24%N/A
6 Months+16.70%N/A
1 Year+19.85%N/A
3 Years+11.89%N/A
5 Years+5.55%N/A

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