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IUSP.L: iShares FTSE EPRA/NAREIT US Prty Yld Inc GBP (ETF)
Basic Info
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/07/2006 |
| Last Dividend Date: | 10/30/2014 |
| 12-Mo. Yield | 0.04% |
| Expenses | - |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/07/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | -98.6 | 16.8 | 14.5 | 5.4 | 7.2 | 40.9 | 1.7 | 8.9 | -30.1 | 94.1 | 15.1 | -25.4 | -22.5 | 2.7 |
| Sharpe Ratio | NA | -0.21 | 0.02 | 0.02 | 0.01 | 2.15 | 0.06 | 0.0 | 0.72 | -0.61 | 1.21 | 0.14 | -0.5 | -0.15 | 0.95 |
| Draw Down(%) | NA | 99.0 | 99.2 | 99.2 | 99.2 | 10.1 | 99.0 | 99.2 | 9.2 | 43.3 | 36.0 | 51.8 | 56.6 | 62.4 | 5.7 |
| Standard Deviation(%) | NA | 476.6 | 833.3 | 641.5 | 500.9 | 15.8 | 666.5 | 1272.6 | 12.3 | 49.4 | 77.4 | 105.8 | 52.8 | 168.6 | 17.9 |
| Treynor Ratio | NA | 4.28 | 0.01 | 0.02 | 0.03 | 0.84 | 0.1 | 0.0 | 0.2 | -0.95 | 3.15 | 0.54 | -1.92 | -2.25 | 0.22 |
| Alpha | NA | -0.15 | 59.57 | 35.71 | 21.61 | 0.08 | 39.98 | 139.77 | 0.01 | -0.12 | 0.35 | 0.23 | -0.05 | 0.47 | -0.07 |
| Beta | NA | -0.23 | 25.43 | 6.97 | 1.4 | 0.4 | 3.94 | 64.94 | 0.45 | 0.32 | 0.3 | 0.28 | 0.14 | 0.11 | 0.78 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.23 | 0.0 | 0.0 | 0.26 | 0.05 | 0.01 | 0.03 | 0.04 | 0.0 | 0.51 |
| Yield(%) | N/A | 0.0 | 3.1 | 2.3 | N/A | 0.0 | 5.8 | 3.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -16.3 | N/A | N/A | N/A | -100.0 | 59.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2006
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