ISHARES U.S. REAL ESTATE ETF
Symbol: IYR
Exchange: NYSE
Sector: Realestate
Category: Real Estate
Inception date: 12/06/2000
Latest date: 17/07/2026
Current price: $106.09
Expense ratio: 0.38%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
5.44%
Ann. -42.62% (Sharpe / Sortino numerator)
Volatility
16.30%
Sharpe ratio
-2.837
VaR 95%
-1.53%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
3.53%
Ann. 10.14% (Sharpe / Sortino numerator)
Volatility
14.45%
Sharpe ratio
0.450
VaR 95%
-1.19%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
10.89%
Ann. 1.07% (Sharpe / Sortino numerator)
Volatility
13.39%
Sharpe ratio
-0.191
VaR 95%
-1.19%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
13.67%
Ann. 2.13% (Sharpe / Sortino numerator)
Volatility
16.31%
Sharpe ratio
-0.092
VaR 95%
-1.71%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
18.57%
Ann. 7.45% (Sharpe / Sortino numerator)
Volatility
16.20%
Sharpe ratio
0.236
VaR 95%
-1.70%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
29.41%
Ann. 6.91% (Sharpe / Sortino numerator)
Volatility
16.86%
Sharpe ratio
0.194
VaR 95%
-1.72%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.
Average daily return
0.055%
Best day
2.384%
Worst day
-3.13%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 17/07/2026 | $106.62 | $107.37 | $105.61 | $106.09 | 5,216,700 |
| 16/07/2026 | $104.30 | $106.31 | $104.08 | $106.25 | 5,265,900 |
| 15/07/2026 | $103.94 | $104.96 | $103.45 | $103.83 | 5,591,400 |
| 14/07/2026 | $103.97 | $104.25 | $103.39 | $103.59 | 4,143,500 |
| 13/07/2026 | $103.66 | $104.47 | $103.44 | $103.91 | 5,043,600 |
| 10/07/2026 | $103.59 | $103.74 | $102.43 | $103.32 | 4,834,700 |
| 09/07/2026 | $102.92 | $103.60 | $102.67 | $103.00 | 4,766,400 |
| 08/07/2026 | $104.37 | $104.37 | $102.71 | $102.79 | 5,416,500 |
| 07/07/2026 | $103.79 | $105.16 | $103.67 | $104.51 | 4,611,600 |
| 06/07/2026 | $104.08 | $104.13 | $102.89 | $103.23 | 5,800,200 |