Ishares Real Estate Etf Profile
| IYR Etf | USD 83.61 0.26 0.31% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares Real is selling at 83.61 as of the 25th of April 2024; that is 0.31 percent increase since the beginning of the trading day. The etf's lowest day price was 83.61. IShares Real has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund seeks to track the investment results of the Dow Jones U.S. US Real is traded on NYSEARCA Exchange in the United States. The company has 49.35 M outstanding shares. More on iShares Real Estate
Moving together with IShares Etf
| 1.0 | VNQ | Vanguard Real Estate | PairCorr |
| 0.93 | XLRE | Real Estate | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | Lee Kranefuss |
| Business Concentration | Real Estate, iShares, Closed-End Fund - Equity, Financial (View all Sectors) |
| Country Name | USA |
| Returns Y T D | (8.47) |
| Name | iShares U.S. Real Estate ETF |
| Currency Code | USD |
| In Threey Volatility | 21.57 |
| 1y Volatility | 20.45 |
| 200 Day M A | 85.0992 |
| 50 Day M A | 87.2768 |
| Code | IYR |
| Updated At | 24th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.06 |
| Type | ETF |
iShares Real Estate [IYR] is traded in USA and was established 2000-06-12. The fund is classified under Real Estate category within iShares family. iShares Real Estate currently have 3.7 B in assets under management (AUM). , while the total return for the last 3 years was -2.7%.
Check IShares Real Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Real Estate Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Real Estate Etf Constituents
| VTR | Ventas Inc | Stock | Real Estate |
| AVB | AvalonBay Communities | Stock | Real Estate |
| WY | Weyerhaeuser | Stock | Real Estate |
| WELL | Welltower | Stock | Real Estate |
| SPG | Simon Property Group | Stock | Real Estate |
| SBAC | SBA Communications Corp | Stock | Real Estate |
| PSA | Public Storage | Stock | Real Estate |
IShares Real Target Price Odds Analysis
In regard to a normal probability distribution, the odds of IShares Real jumping above the current price in 90 days from now is over 95.33%. The iShares Real Estate probability density function shows the probability of IShares Real etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.3995. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, IShares Real will likely underperform. Additionally, iShares Real Estate has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares Real to move above the current price in 90 days from now is over 95.33 (This iShares Real Estate probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares Real Top Holders
| CARHX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2020 |
| BLDRX | Blackrock Managed Income | Mutual Fund | Allocation--15% to 30% Equity |
| CAIHX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2045 |
| BLADX | Blackrock Managed Income | Mutual Fund | Allocation--15% to 30% Equity |
| CARSX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2050 |
| CARVX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2060+ |
| CARQX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2040 |
iShares Real Estate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Real market risk premium is the additional return an investor will receive from holding IShares Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Real's alpha and beta are two of the key measurements used to evaluate IShares Real's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.21) | |||
| Total Risk Alpha | (0.24) | |||
| Treynor Ratio | (0.06) |
IShares Real Against Markets
Picking the right benchmark for IShares Real etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Real etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Real is critical whether you are bullish or bearish towards iShares Real Estate at a given time. Please also check how IShares Real's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares Real without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy IShares Etf?
Before investing in IShares Real, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Real. To buy IShares Real etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Real. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Real etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares Real Estate etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares Real Estate etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Real Estate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Real guide.
Already Invested in iShares Real Estate?
The danger of trading iShares Real Estate is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Real is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Real. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Real Estate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Real Estate is a strong investment it is important to analyze IShares Real's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Real's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Real Estate. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
The market value of iShares Real Estate is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Real's value that differs from its market value or its book value, called intrinsic value, which is IShares Real's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Real's market value can be influenced by many factors that don't directly affect IShares Real's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.