Performance analysis of REM (iShares Mortgage Real Estate ETF)
Annual Return
Over the past 3 years, REM has had an average annual return of +8.11%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, REM has had an average annual return of -2.38%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, REM has had an average annual return of +2.54%, underperforming the benchmark SPY, which returned +15.44% annual.
Since May 4, 2007, REM has had an average annual return of -1.35%, underperforming the benchmark SPY, which returned +10.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.11% | +13.37% | -0.87% | +14.54% | -27.43% | +16.16% | -20.66% | +21.39% | -2.99% | +18.54% | +21.96% | -9.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +16.78% | -2.67% | +21.79% | -9.23% | +16.46% | +11.27% | -42.86% | -36.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.62% | -0.61% | -4.38% | +7.22% | -3.96% | -2.53% | -2.11% | ||||||
| 2025 | +4.82% | +5.86% | -4.82% | -5.12% | -1.12% | +4.17% | +1.27% | +5.44% | -1.78% | -0.49% | +4.80% | +0.43% | +13.37% |
| 2024 | -4.07% | -1.28% | +4.56% | -6.08% | +2.99% | +0.97% | +6.40% | +1.87% | +1.08% | -5.52% | +3.61% | -4.43% | -0.87% |
| 2023 | +15.82% | -8.25% | -8.75% | +1.47% | -3.24% | +12.76% | +4.07% | -1.83% | -4.99% | -11.25% | +14.58% | +8.11% | +14.54% |
| 2022 | -1.83% | -6.20% | +3.28% | -9.43% | +3.55% | -10.80% | +14.47% | -7.16% | -24.11% | +12.62% | +8.17% | -7.19% | -27.43% |
| 2021 | -2.40% | +8.69% | +6.06% | +4.57% | +0.32% | +1.90% | -2.53% | +2.66% | -2.05% | +3.73% | -5.86% | +0.91% | +16.16% |
| 2020 | +3.55% | -8.40% | -53.78% | +18.03% | +2.77% | +12.11% | +4.66% | +2.19% | -1.10% | -0.35% | +18.23% | +6.80% | -20.66% |
| 2019 | +9.25% | -0.92% | +1.91% | +1.85% | -6.60% | +4.93% | +2.30% | -6.37% | +6.59% | +2.74% | +1.45% | +3.60% | +21.39% |
| 2018 | -6.86% | -3.22% | +6.50% | +0.28% | +2.89% | +1.53% | +3.51% | +0.37% | -1.22% | -2.00% | +2.06% | -6.02% | -2.99% |
| 2017 | +1.36% | +5.68% | +2.95% | +3.60% | -1.47% | +2.37% | +0.25% | +1.27% | +1.72% | -2.96% | +0.40% | +2.25% | +18.54% |
Drawdown analysis of REM (iShares Mortgage Real Estate ETF)
The maximum drawdown for the REM was -74.75%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current REM drawdown is -24.04%.
Since May 4, 2007 REM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.75% | Jun 4, 2007 | 372 | Nov 20, 2008 | Ongoing | Ongoing | Ongoing |
| -3.84% | May 9, 2007 | 7 | May 18, 2007 | 8 | May 31, 2007 | 15 |
| -0.38% | May 4, 2007 | 2 | May 8, 2007 | 1 | May 9, 2007 | 3 |