Performance analysis of REZ (ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF)
Annual Return
Over the past 3 years, REZ has had an average annual return of +11.71%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, REZ has had an average annual return of +4.59%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, REZ has had an average annual return of +6.76%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 4, 2007, REZ has had an average annual return of +7.46%, underperforming the benchmark SPY, which returned +10.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.08% | +4.82% | +12.73% | +10.99% | -28.29% | +47.84% | -6.65% | +24.47% | +3.94% | +3.92% | +3.17% | +11.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +35.18% | -3.47% | +13.14% | +16.03% | +31.57% | +20.73% | -24.80% | -18.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.68% | +6.59% | -7.10% | +8.54% | -0.63% | +6.09% | +3.36% | +19.08% | |||||
| 2025 | +1.09% | +6.67% | -0.65% | -3.32% | -0.00906% | -0.81% | -1.56% | +4.57% | +0.82% | -3.41% | +6.68% | -4.57% | +4.82% |
| 2024 | -5.87% | +0.59% | +3.98% | -2.44% | +5.53% | +4.31% | +3.52% | +9.38% | +2.44% | -3.76% | +4.14% | -8.29% | +12.73% |
| 2023 | +10.49% | -3.45% | -2.59% | +2.62% | -3.85% | +5.71% | +0.57% | -3.67% | -6.14% | -5.65% | +8.71% | +9.79% | +10.99% |
| 2022 | -5.50% | -3.65% | +7.58% | -5.72% | -5.55% | -5.87% | +7.56% | -5.42% | -10.72% | -0.57% | +2.98% | -6.08% | -28.29% |
| 2021 | -0.81% | +4.83% | +5.55% | +7.62% | +1.20% | +3.96% | +8.05% | +0.57% | -5.29% | +7.37% | -1.66% | +9.48% | +47.84% |
| 2020 | +3.62% | -7.36% | -22.92% | +5.89% | +3.03% | +0.53% | +2.98% | +1.60% | -2.24% | -1.10% | +9.73% | +3.64% | -6.65% |
| 2019 | +10.88% | -0.71% | +3.81% | -1.07% | +3.80% | +1.11% | +1.69% | +6.95% | +0.87% | +1.07% | -3.58% | -1.87% | +24.47% |
| 2018 | -5.37% | -6.95% | +6.25% | +0.71% | +4.34% | +5.04% | -0.30% | +3.82% | -2.72% | -0.35% | +6.80% | -6.07% | +3.94% |
| 2017 | -1.74% | +6.04% | -1.40% | +0.72% | +1.43% | +1.75% | +0.11% | -0.26% | -1.27% | -1.03% | +1.16% | -1.41% | +3.92% |
Drawdown analysis of REZ (ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF)
The maximum drawdown for the REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 542 trading sessions.
The current REZ drawdown is -0.25%.
Since May 4, 2007 REZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.88% | May 30, 2007 | 445 | Mar 5, 2009 | 542 | Apr 28, 2011 | 987 |
| -44.15% | Feb 14, 2020 | 25 | Mar 23, 2020 | 271 | Apr 20, 2021 | 296 |
| -35.03% | Apr 20, 2022 | 383 | Oct 27, 2023 | 575 | Feb 13, 2026 | 958 |
| -20.19% | Jul 22, 2011 | 11 | Aug 8, 2011 | 117 | Jan 25, 2012 | 128 |
| -20.10% | May 21, 2013 | 143 | Dec 12, 2013 | 170 | Aug 18, 2014 | 313 |
| -17.69% | Jun 26, 2017 | 157 | Feb 8, 2018 | 130 | Aug 15, 2018 | 287 |
| -15.17% | Jul 22, 2016 | 85 | Nov 21, 2016 | 142 | Jun 16, 2017 | 227 |
| -13.45% | Jan 27, 2015 | 156 | Sep 9, 2015 | 76 | Dec 28, 2015 | 232 |
| -12.69% | Jan 5, 2016 | 26 | Feb 11, 2016 | 21 | Mar 14, 2016 | 47 |
| -10.79% | Dec 6, 2018 | 12 | Dec 24, 2018 | 23 | Jan 29, 2019 | 35 |
| -10.37% | Dec 31, 2021 | 36 | Feb 23, 2022 | 24 | Mar 29, 2022 | 60 |
| -10.00% | Oct 21, 2019 | 40 | Dec 17, 2019 | 40 | Feb 14, 2020 | 80 |
| -8.76% | Feb 17, 2026 | 28 | Mar 27, 2026 | 23 | Apr 30, 2026 | 51 |
| -8.22% | Sep 5, 2014 | 13 | Sep 24, 2014 | 21 | Oct 23, 2014 | 34 |
| -7.78% | Aug 17, 2018 | 39 | Oct 12, 2018 | 25 | Nov 16, 2018 | 64 |
| -7.61% | Jul 17, 2012 | 84 | Nov 15, 2012 | 40 | Jan 15, 2013 | 124 |
| -7.29% | Sep 2, 2021 | 19 | Sep 30, 2021 | 20 | Oct 28, 2021 | 39 |
| -6.24% | May 1, 2012 | 23 | Jun 4, 2012 | 19 | Jun 29, 2012 | 42 |
| -5.70% | Nov 24, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -5.53% | May 9, 2016 | 8 | May 19, 2016 | 28 | Jun 29, 2016 | 36 |
| -5.49% | Apr 28, 2011 | 30 | Jun 10, 2011 | 17 | Jul 6, 2011 | 47 |
| -5.44% | Mar 31, 2016 | 15 | Apr 21, 2016 | 11 | May 6, 2016 | 26 |
| -5.14% | Feb 3, 2012 | 12 | Feb 22, 2012 | 27 | Mar 30, 2012 | 39 |
| -4.81% | Mar 28, 2019 | 16 | Apr 22, 2019 | 15 | May 13, 2019 | 31 |
| -4.66% | May 26, 2026 | 5 | Jun 2, 2026 | 6 | Jun 10, 2026 | 11 |