Performance analysis of ERET (ISHARES ENVIRONMENTALLY AWARE REAL ESTATE ETF)
Annual Return
Over the past 3 years, ERET has had an average annual return of +8.79%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Nov 17, 2022, ERET has had an average annual return of +7.72%, underperforming the benchmark SPY, which returned +21.94% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.06% | +10.27% | +0.62% | +10.26% | +0.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.73% | +6.94% | -8.43% | +7.72% | -1.30% | -1.80% | +6.06% | ||||||
| 2025 | +1.77% | +2.35% | -1.72% | +0.59% | +2.59% | +1.39% | -2.01% | +4.60% | +1.02% | -1.67% | +2.17% | -1.02% | +10.27% |
| 2024 | -4.36% | -0.26% | +3.11% | -6.15% | +3.44% | +0.32% | +5.80% | +6.59% | +3.32% | -5.19% | +2.31% | -7.05% | +0.62% |
| 2023 | +9.17% | -4.90% | -3.00% | +2.29% | -4.72% | +3.43% | +3.96% | -3.43% | -6.02% | -4.60% | +10.07% | +9.62% | +10.26% |
| 2022 | +3.33% | -2.95% | +0.28% |
Drawdown analysis of ERET (ISHARES ENVIRONMENTALLY AWARE REAL ESTATE ETF)
The maximum drawdown for the ERET was -20.31%, occurring on Oct 27, 2023. Recovery took 179 trading sessions.
The current ERET drawdown is -4.44%.
Since Nov 17, 2022 ERET has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.31% | Feb 2, 2023 | 185 | Oct 27, 2023 | 179 | Jul 17, 2024 | 364 |
| -17.60% | Sep 16, 2024 | 140 | Apr 8, 2025 | 107 | Sep 11, 2025 | 247 |
| -10.47% | Feb 26, 2026 | 21 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -5.46% | Dec 14, 2022 | 4 | Dec 20, 2022 | 14 | Jan 11, 2023 | 18 |
| -4.24% | Oct 27, 2025 | 18 | Nov 20, 2025 | 33 | Jan 9, 2026 | 51 |
| -3.67% | Sep 11, 2025 | 21 | Oct 10, 2025 | 6 | Oct 20, 2025 | 27 |
| -2.66% | Jul 17, 2024 | 6 | Jul 25, 2024 | 11 | Aug 9, 2024 | 17 |
| -2.12% | Dec 1, 2022 | 3 | Dec 6, 2022 | 5 | Dec 13, 2022 | 8 |
| -1.92% | Nov 25, 2022 | 1 | Nov 28, 2022 | 2 | Nov 30, 2022 | 3 |
| -1.77% | Jan 16, 2026 | 3 | Jan 22, 2026 | 9 | Feb 4, 2026 | 12 |
| -1.44% | Jan 17, 2023 | 2 | Jan 19, 2023 | 2 | Jan 23, 2023 | 4 |
| -1.37% | Feb 17, 2026 | 2 | Feb 19, 2026 | 5 | Feb 26, 2026 | 7 |
| -0.97% | Aug 9, 2024 | 1 | Aug 12, 2024 | 1 | Aug 13, 2024 | 2 |
| -0.97% | Jan 27, 2023 | 1 | Jan 30, 2023 | 2 | Feb 1, 2023 | 3 |
| -0.68% | Aug 27, 2024 | 2 | Aug 29, 2024 | 1 | Aug 30, 2024 | 3 |
| -0.59% | Aug 30, 2024 | 1 | Sep 3, 2024 | 4 | Sep 9, 2024 | 5 |
| -0.42% | Jan 12, 2023 | 1 | Jan 13, 2023 | 1 | Jan 17, 2023 | 2 |
| -0.27% | Oct 20, 2025 | 1 | Oct 21, 2025 | 1 | Oct 22, 2025 | 2 |
| -0.26% | Aug 19, 2024 | 1 | Aug 20, 2024 | 1 | Aug 21, 2024 | 2 |
| -0.04% | Feb 11, 2026 | 1 | Feb 12, 2026 | 1 | Feb 13, 2026 | 2 |
| -0.04% | Nov 18, 2022 | 1 | Nov 21, 2022 | 1 | Nov 22, 2022 | 2 |
| -0.04% | Nov 22, 2022 | 1 | Nov 23, 2022 | 1 | Nov 25, 2022 | 2 |
| -0.03% | Jan 9, 2026 | 1 | Jan 12, 2026 | 1 | Jan 13, 2026 | 2 |