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IYR:NYSE Arca

iShares Dow Jones US Real Estate Index Fund – IYR ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
62.16-0.77 (-1.22%)46.70 - 64.876.4 million

Market data as of 4:00PM 05/16/12. Quotes are delayed by at least 15 min.

Overview - IYR

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Real Estate Index. The fund invests at least 90% of its assets in securities and in depositary receipts representing securities of the index. The index measures the performance of the real estate sector of the U.S. equity market. It includes companies in the following industries: real estate holding and development and real estate investment trusts. The fund is non-diversified.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open63.17
Previous Close62.93
Day's Range62.15 - 63.20
Avg Volume (10 Day)6.3M
Total Assets$3.69B
Expense Ratio0.47%
Yield (Trailing 12 Mo.)3.54%
Fund Inception06/12/2000

Trailing Total Returns - IYR

as of 03/31/2012
TimeframeIYRS&P 500Real Estate
1 Month4.50%-0.63%2.68%
3 Month10.60%7.08%6.48%
Year-to-Date10.60%11.88%13.96%
1 Year9.03%4.76%8.08%
3 Year39.97%19.46%29.72%
5 Year-1.70%1.01%-0.41%
10 Year8.93%4.71%10.04%
Since Inception10.36%10.23%--

Stock Sector Allocation - IYR

as of 03/31/2012
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate
 
93.66%
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services
 
5.21%
Energy 0.00%
Industrials
 
1.13%
Technology 0.00%

Top Ten Holdings - IYR

as of 03/31/2012
CompanyYTD Return% of Assets
SPG14.70%8.97%
AMT6.67%5.21%
PSA4.06%4.10%
EQR10.31%3.88%
PLD27.77%3.48%
VTR5.04%3.46%
HCP-2.75%3.37%
VNO10.93%3.26%
NLY2.88%3.22%
BXP6.18%3.21%

Valuation & Growth - IYR

as of 03/31/2012
ValuationIYRCategory Range
Price/Earnings32.80
Price/Book2.13
Price/Sales5.52
Price/Cash Flow--
Dividend Yield5.18
LT Earnings6.05
Historical Earnings3.35
Sales Growth-4.94
Cash-Flow Growth-18.23
Book-Value Growth2.01
Key:  Lo 
 Hi

Morningstar Summary - IYR, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 
 Hi

Risk Analysis - IYR, 3 Year

Beta1.27
Standard Deviation25.31
Alpha8.50
Sharpe Ratio1.46
Mean43.91
R-Squared66.07

Tax Analysis - IYR, 3 Year Avg

Pretax Return39.97%
Tax-adjusted Return38.09%
Tax Cost Ratio1.34%
Potential Cap Gains2.31%

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