Performance analysis of IYR (ISHARES U.S. REAL ESTATE ETF)
Annual Return
Over the past 3 years, IYR has had an average annual return of +8.71%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IYR has had an average annual return of +2.03%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IYR has had an average annual return of +5.48%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 19, 2000, IYR has had an average annual return of +8.32%, underperforming the benchmark SPY, which returned +8.39% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.80% | +3.39% | +4.42% | +11.92% | -25.50% | +38.72% | -5.27% | +28.18% | -4.30% | +9.34% | +7.03% | +1.63% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +26.69% | +1.16% | +18.21% | +5.52% | +26.58% | +30.45% | -39.88% | -18.12% | +34.91% | +8.94% | +30.15% | +35.37% |
| 2002 | 2001 | 2000 | |||||||||
| +3.46% | +10.55% | +12.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.47% | +5.27% | -6.37% | +8.53% | -1.17% | -1.42% | +6.80% | ||||||
| 2025 | +1.89% | +3.79% | -2.34% | -2.15% | +0.91% | +0.77% | +0.12% | +2.91% | +0.06% | -2.49% | +2.37% | -2.21% | +3.39% |
| 2024 | -5.10% | +2.13% | +1.85% | -8.12% | +4.93% | +1.88% | +7.63% | +5.40% | +3.07% | -3.49% | +4.07% | -8.29% | +4.42% |
| 2023 | +9.98% | -5.96% | -1.93% | +0.92% | -4.03% | +5.73% | +1.74% | -3.08% | -7.38% | -3.60% | +12.29% | +8.99% | +11.92% |
| 2022 | -8.23% | -4.59% | +6.86% | -4.13% | -4.44% | -6.88% | +8.86% | -5.86% | -12.69% | +3.16% | +6.17% | -4.75% | -25.50% |
| 2021 | -0.43% | +2.43% | +5.77% | +7.89% | +1.01% | +2.25% | +4.69% | +1.94% | -5.62% | +7.28% | -2.41% | +9.46% | +38.72% |
| 2020 | +1.60% | -7.58% | -19.67% | +9.31% | +1.80% | +2.46% | +4.12% | +0.23% | -2.32% | -2.92% | +8.58% | +2.51% | -5.27% |
| 2019 | +11.47% | +0.73% | +4.17% | -0.05% | -0.15% | +1.27% | +2.38% | +3.43% | +1.89% | +0.77% | -1.12% | +0.85% | +28.18% |
| 2018 | -3.02% | -6.66% | +3.78% | +0.23% | +3.37% | +4.05% | +0.83% | +2.38% | -2.85% | -2.39% | +4.70% | -7.80% | -4.30% |
| 2017 | +0.13% | +4.37% | -1.45% | +0.56% | -0.11% | +2.09% | +1.12% | +0.67% | -0.79% | +0.05% | +2.57% | -0.10% | +9.34% |
Drawdown analysis of IYR (ISHARES U.S. REAL ESTATE ETF)
The maximum drawdown for the IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1030 trading sessions.
The current IYR drawdown is -3.86%.
Since Jun 19, 2000 IYR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.11% | Feb 7, 2007 | 523 | Mar 6, 2009 | 1030 | Apr 10, 2013 | 1553 |
| -42.32% | Feb 14, 2020 | 25 | Mar 23, 2020 | 271 | Apr 20, 2021 | 296 |
| -33.72% | Dec 31, 2021 | 456 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -18.85% | Apr 1, 2004 | 26 | May 10, 2004 | 78 | Aug 31, 2004 | 104 |
| -18.54% | May 21, 2013 | 62 | Aug 19, 2013 | 200 | Jun 5, 2014 | 262 |
| -18.38% | Apr 12, 2002 | 125 | Oct 9, 2002 | 153 | May 20, 2003 | 278 |
| -17.09% | Jan 26, 2015 | 264 | Feb 11, 2016 | 59 | May 6, 2016 | 323 |
| -14.25% | Aug 1, 2016 | 72 | Nov 10, 2016 | 208 | Sep 11, 2017 | 280 |
| -13.93% | Aug 21, 2001 | 18 | Sep 21, 2001 | 111 | Mar 4, 2002 | 129 |
| -12.64% | Dec 6, 2018 | 12 | Dec 24, 2018 | 24 | Jan 30, 2019 | 36 |
| -12.50% | Aug 2, 2005 | 50 | Oct 12, 2005 | 59 | Jan 6, 2006 | 109 |
| -12.49% | Dec 18, 2017 | 35 | Feb 8, 2018 | 98 | Jun 29, 2018 | 133 |
| -9.61% | Mar 17, 2006 | 46 | May 23, 2006 | 39 | Jul 19, 2006 | 85 |
| -9.01% | Dec 30, 2004 | 57 | Mar 23, 2005 | 39 | May 18, 2005 | 96 |
| -8.39% | Aug 20, 2018 | 38 | Oct 12, 2018 | 37 | Dec 6, 2018 | 75 |
| -8.06% | Aug 2, 2000 | 59 | Oct 25, 2000 | 37 | Dec 18, 2000 | 96 |
| -7.73% | Sep 3, 2021 | 18 | Sep 30, 2021 | 39 | Nov 24, 2021 | 57 |
| -7.10% | Sep 5, 2014 | 14 | Sep 25, 2014 | 23 | Oct 28, 2014 | 37 |
| -5.22% | Nov 24, 2021 | 4 | Dec 1, 2021 | 4 | Dec 7, 2021 | 8 |
| -5.20% | May 10, 2016 | 7 | May 19, 2016 | 24 | Jun 23, 2016 | 31 |
| -5.20% | Oct 21, 2019 | 40 | Dec 17, 2019 | 20 | Jan 16, 2020 | 60 |
| -4.96% | Jun 20, 2019 | 4 | Jun 26, 2019 | 9 | Jul 10, 2019 | 13 |
| -4.63% | Dec 4, 2006 | 14 | Dec 22, 2006 | 11 | Jan 11, 2007 | 25 |
| -4.55% | Jun 11, 2003 | 8 | Jun 23, 2003 | 8 | Jul 3, 2003 | 16 |
| -4.22% | Jan 30, 2001 | 36 | Mar 22, 2001 | 24 | Apr 26, 2001 | 60 |