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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
72.36-0.28 (-0.39%)58.88 - 76.2111.8 million

Market data as of 4:00PM 05/24/13. 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 "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the real estate sector of the U.S. equity market. The underlying index includes companies in the following industry groups: real estate holding and development and real estate investment trusts ("REITs").

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

Open72.40
Previous Close72.64
Day's Range71.61 - 72.46
Avg Volume (10 Day)11.5M
Total Assets$5.76B
Expense Ratio0.47%
Yield (Trailing 12 Mo.)3.33%
Fund Inception06/12/2000

Trailing Total Returns - IYR

as of 04/30/2013
TimeframeIYRS&P 500Real Estate
1 Month5.65%1.93%5.60%
3 Month10.08%7.18%10.78%
Year-to-Date14.40%12.74%16.07%
1 Year19.35%16.89%22.11%
3 Year15.83%12.80%16.46%
5 Year5.99%5.21%5.51%
10 Year11.20%7.88%11.83%
Since Inception11.20%10.38%--

Stock Sector Allocation - IYR

as of 04/30/2013
Basic Materials
 
1.16%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate
 
92.65%
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services 0.00%
Energy 0.00%
Industrials
 
0.99%
Technology
 
5.20%

Top Ten Holdings - IYR

as of 04/30/2013
CompanyYTD Return% of Assets
SPG12.42%8.69%
AMT8.96%5.19%
HCP19.21%3.78%
PSA14.62%3.72%
VTR23.79%3.64%
HCN23.72%3.06%
PLD15.62%3.04%
EQR1.11%2.91%
BXP3.36%2.60%
WY8.95%2.60%

Valuation & Growth - IYR

as of 04/30/2013
ValuationIYRCategory Range
Price/Earnings31.70
Price/Book2.44
Price/Sales5.50
Price/Cash Flow--
Dividend Yield4.12
LT Earnings5.94
Historical Earnings20.53
Sales Growth-1.82
Cash-Flow Growth4.42
Book-Value Growth3.34
Key:  Lo 
 Hi

Morningstar Summary - IYR, 3 Year

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

Risk Analysis - IYR, 3 Year

Beta0.83
Standard Deviation16.13
Alpha7.23
Sharpe Ratio0.99
Mean17.32
R-Squared74.62

Tax Analysis - IYR, 3 Year Avg

Pretax Return15.83%
Tax-adjusted Return14.31%
Tax Cost Ratio1.31%
Potential Cap Gains11.47%

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