REITs Performance Guide: Compare Returns of S&P 500 and iShares U.S. Real Estate ETF (IYR)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and IYR | ||
|---|---|---|
| S&P 500 | IYR | |
| Start Date | May-01-2014 | May-30-2014 |
| Start Price | $2,476.46 | $51.67 |
| End Date | May-01-2024 | May-17-2024 |
| End Price | $5,018.39 | $88.34 |
| Number Monthly Prices | 121 | 121 |
| Min Date | May-01-2014 | Sep-30-2014 |
| Min Price | $2,476.46 | $50.77 |
| Max Date | Apr-01-2024 | Dec-31-2021 |
| Max Price | $5,243.77 | $109.21 |
| Total Return | 102.64% | 70.97% |
| Annualized Return | 7.26% | 5.46% |
| Current Value of $1,000 Purchase | $2,026 | $1,710 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.31% | 23.43% |
| Minimum Return | -25.54% | -31.87% |
| Maximum Return | 111.74% | 115.13% |
| Number Profitable Returns | 6,506 | 6,261 |
| Percent Profitable Returns | 89.61% | 86.24% |
| Number Unprofitable Returns | 754 | 999 |
| Percent Unprofitable Returns | 10.39% | 13.76% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 6.27 |
IYR Performance Table and Chart
IYR Dividend Chart
IYR Dollar-cost Average
IYR Trendline Chart
IYR Moving Average Chart
IYR Stock Return Map - See Patterns of Gains and Losses
IYR Stock Returns/Purchase Dates