| IJR | |
|---|---|
| Total return | +157.9% |
| Annualised (CAGR) | +9.9% |
| Volatility (annualised) | +20.9% |
| Sharpe (rf = 0) | 0.48 |
| Deepest drawdown | -44.3% |
| Drawdown peak → trough | 2018-08-31 → 2020-03-23 |
| Fee (annual expense ratio) | 0.06% |
| Dividend yield (12m distributions) | 1.25% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +157.9% in total (+9.9% a year), with a deepest drawdown of -44.3% from 2018-08-31 to 2020-03-23. Its worst calendar year was 2022 (-16.2%), its best 2021 (+26.6%).
| Year | IJR |
|---|---|
| 2026 | +14.4% |
| 2025 | +5.9% |
| 2024 | +8.6% |
| 2023 | +16.1% |
| 2022 | -16.2% |
| 2021 | +26.6% |
| 2020 | +11.3% |
| 2019 | +22.8% |
| 2018 | -8.5% |
| 2017 | +13.2% |
| 2016 | +12.4% |
+157.9% in total, which works out to +9.9% a year over the 10 years to 2026-09-29. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -16.2% (net of fees, dividends reinvested). Its best year was 2021 (+26.6%).
-44.3%, from a peak on 2018-08-31 to a trough on 2020-03-23. From that trough it took 246 days (about 8.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.25% of its share price (as of 2026-09-29). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
0.06% a year, and it is already deducted from every return figure on this page. A fund charges it inside the fund rather than billing you, which is why fee differences show up as a smaller final balance, not as a line item.
It does not say IJR is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -44.3% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.