Performance analysis of USRT (ISHARES CORE U.S. REIT ETF)
Annual Return
Over the past 3 years, USRT has had an average annual return of +12.02%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, USRT has had an average annual return of +5.73%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, USRT has had an average annual return of +6.09%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 4, 2007, USRT has had an average annual return of +5.66%, underperforming the benchmark SPY, which returned +10.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.87% | +2.46% | +8.59% | +13.68% | -24.41% | +43.24% | -8.11% | +25.96% | -4.62% | +5.29% | +7.19% | +3.89% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +29.11% | -0.99% | +16.70% | +9.16% | +26.15% | +27.06% | -37.19% | -18.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3% | +7.72% | -6.02% | +9.12% | +0.29% | +3.16% | +3.52% | +21.87% | |||||
| 2025 | +0.92% | +3.62% | -3.47% | -2.88% | +2.23% | -0.44% | -0.97% | +4.52% | +1.04% | -1.84% | +2.34% | -2.26% | +2.46% |
| 2024 | -4.31% | +1.97% | +2.09% | -6.99% | +4.72% | +2.79% | +6.31% | +6.31% | +2.64% | -2.87% | +4.45% | -7.46% | +8.59% |
| 2023 | +10.70% | -4.93% | -2.52% | +0.81% | -3.13% | +5.02% | +2.92% | -3.18% | -6.74% | -4.45% | +10.65% | +9.97% | +13.68% |
| 2022 | -6.98% | -3.04% | +6.50% | -4.32% | -6.21% | -7.53% | +9.07% | -5.94% | -12.14% | +4.80% | +5.83% | -5.13% | -24.41% |
| 2021 | +0.12% | +4.07% | +4.55% | +7.96% | +1.17% | +2.54% | +4.73% | +1.90% | -5.40% | +7.54% | -0.60% | +8.80% | +43.24% |
| 2020 | +1.12% | -7.83% | -22.11% | +8.37% | +0.31% | +2.86% | +4.18% | +0.71% | -3.33% | -2.56% | +11.03% | +3.17% | -8.11% |
| 2019 | +11.75% | +0.84% | +3.22% | -0.25% | +0.17% | +1.39% | +1.18% | +3.34% | +2.98% | +1.44% | -1.54% | -0.61% | +25.96% |
| 2018 | -4.11% | -7.72% | +3.75% | +1.44% | +4% | +4.42% | +0.71% | +3.03% | -2.59% | -3.06% | +4.86% | -8.21% | -4.62% |
| 2017 | +0.15% | +3.47% | -2.25% | +0.25% | -0.79% | +2.08% | +1.35% | -0.48% | +0.14% | -0.95% | +2.60% | -0.25% | +5.29% |
Drawdown analysis of USRT (ISHARES CORE U.S. REIT ETF)
The maximum drawdown for the USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 795 trading sessions.
The current USRT drawdown is -0.06%.
Since May 4, 2007 USRT 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: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.91% | May 11, 2007 | 458 | Mar 6, 2009 | 795 | May 1, 2012 | 1253 |
| -44.38% | Feb 21, 2020 | 21 | Mar 23, 2020 | 272 | Apr 21, 2021 | 293 |
| -31.00% | Dec 31, 2021 | 198 | Oct 14, 2022 | 481 | Sep 16, 2024 | 679 |
| -18.70% | Nov 27, 2024 | 88 | Apr 8, 2025 | 209 | Feb 6, 2026 | 297 |
| -18.52% | May 21, 2013 | 62 | Aug 19, 2013 | 230 | Jul 18, 2014 | 292 |
| -15.79% | Jan 26, 2015 | 155 | Sep 4, 2015 | 140 | Mar 29, 2016 | 295 |
| -14.96% | Aug 1, 2016 | 384 | Feb 8, 2018 | 102 | Jul 6, 2018 | 486 |
| -13.10% | Dec 6, 2018 | 12 | Dec 24, 2018 | 24 | Jan 30, 2019 | 36 |
| -9.03% | Sep 14, 2012 | 42 | Nov 15, 2012 | 40 | Jan 15, 2013 | 82 |
| -8.19% | Aug 28, 2018 | 32 | Oct 12, 2018 | 37 | Dec 6, 2018 | 69 |
| -8.04% | Mar 2, 2026 | 19 | Mar 27, 2026 | 13 | Apr 16, 2026 | 32 |
| -7.40% | May 1, 2012 | 23 | Jun 4, 2012 | 19 | Jun 29, 2012 | 42 |
| -7.23% | Sep 2, 2021 | 19 | Sep 30, 2021 | 18 | Oct 26, 2021 | 37 |
| -6.81% | Sep 5, 2014 | 14 | Sep 25, 2014 | 20 | Oct 23, 2014 | 34 |
| -6.13% | Oct 23, 2019 | 38 | Dec 17, 2019 | 22 | Jan 21, 2020 | 60 |
| -5.73% | Nov 24, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -5.20% | Jun 20, 2019 | 4 | Jun 26, 2019 | 9 | Jul 10, 2019 | 13 |
| -5.18% | May 10, 2016 | 7 | May 19, 2016 | 27 | Jun 28, 2016 | 34 |
| -4.75% | Sep 16, 2024 | 34 | Nov 1, 2024 | 17 | Nov 26, 2024 | 51 |
| -4.16% | Apr 12, 2019 | 5 | Apr 22, 2019 | 18 | May 16, 2019 | 23 |
| -4.10% | Apr 30, 2021 | 8 | May 12, 2021 | 8 | May 24, 2021 | 16 |
| -4.04% | Jul 10, 2019 | 18 | Aug 5, 2019 | 10 | Aug 19, 2019 | 28 |
| -3.91% | Jun 14, 2021 | 4 | Jun 18, 2021 | 15 | Jul 12, 2021 | 19 |
| -3.58% | May 26, 2026 | 4 | Jun 1, 2026 | 6 | Jun 9, 2026 | 10 |
| -3.27% | Apr 19, 2016 | 2 | Apr 21, 2016 | 9 | May 4, 2016 | 11 |