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BKRDX: BlackRock Developed Real Estate Index Fu (MUTUAL FUND)
Basic Info 8.8 0.16(1.85%) June 09
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 08/18/2015 |
| Last Dividend Date: | 04/15/2026 |
| 12-Mo. Yield | 6.99% |
| Expenses | 0.19% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 9.0 | 13.0 | 10.0 | 1.9 | 4.3 | 4.2 | 10.3 | 1.5 | 10.5 | -24.6 | 27.0 | -8.1 | 22.5 | -4.8 | 11.0 | 4.3 | -2.3 |
| Sharpe Ratio | NA | 1.3 | 0.87 | 0.46 | -0.05 | 0.13 | 0.15 | 0.52 | -0.15 | 0.4 | -1.24 | 2.21 | -0.22 | 2.31 | -0.51 | 1.39 | 0.28 | -0.37 |
| Draw Down(%) | NA | 10.1 | 10.1 | 17.5 | 32.5 | 43.0 | 43.0 | 12.7 | 12.1 | 20.2 | 32.4 | 7.1 | 43.0 | 4.2 | 10.1 | 4.8 | 13.0 | 10.0 |
| Standard Deviation(%) | NA | 13.3 | 11.9 | 14.7 | 16.2 | 17.9 | 17.7 | 14.5 | 13.9 | 17.3 | 21.1 | 12.2 | 37.7 | 9.1 | 12.0 | 7.5 | 14.7 | 16.6 |
| Treynor Ratio | NA | 0.26 | 0.15 | 0.08 | -0.01 | 0.03 | 0.03 | 0.09 | -0.03 | 0.07 | -0.3 | 0.34 | -0.08 | 0.29 | -0.08 | 0.16 | 0.06 | -0.08 |
| Alpha | NA | 0.1 | 0.04 | 0.02 | 0.02 | 0.02 | 0.02 | -0.04 | 0.05 | 0.02 | -0.03 | 0.07 | 0.01 | 0.03 | 0.01 | 0.0 | 0.02 | 0.03 |
| Beta | NA | 0.66 | 0.69 | 0.82 | 0.85 | 0.89 | 0.89 | 0.85 | 0.82 | 0.95 | 0.88 | 0.8 | 1.06 | 0.72 | 0.75 | 0.65 | 0.7 | 0.79 |
| RSquared | NA | 0.67 | 0.61 | 0.65 | 0.7 | 0.69 | 0.7 | 0.58 | 0.69 | 0.71 | 0.78 | 0.61 | 0.77 | 0.45 | 0.55 | 0.45 | 0.7 | 0.8 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | 7.1 | 19.7 | 3.3 | 1.0 | 5.3 | 1.8 | 7.9 | 3.9 | 5.0 | 2.6 | 1.3 |
| Dividend Growth(%) | N/A | -86.6 | N/A | N/A | N/A | N/A | N/A | -70.2 | 546.4 | 155.3 | -77.6 | 164.2 | -74.0 | 82.3 | -18.6 | 102.8 | 82.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/13/2015
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See Global Real Estate Asset Class Trend Rankings |
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Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) 1.02% (98%)
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- VNQI (Vanguard Global ex-U.S. Real Estate ETF) 0.73% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 1.50% (100%)
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