| IYR | |
|---|---|
| Total return | +57.7% |
| Annualised (CAGR) | +4.7% |
| Volatility (annualised) | +17.4% |
| Sharpe (rf = 0) | 0.27 |
| Deepest drawdown | -42.3% |
| Drawdown peak → trough | 2020-02-14 → 2020-03-23 |
| Dividend yield (12m distributions) | 2.48% (as of 2026-09-29) |
| Rebalancing (from its prospectus) | Quarterly |
Rebalancing: per the fund's prospectus summary, its index is rebalanced quarterly. That schedule is set by the index provider, not by a view on where the market is going — and it says nothing about how often you should rebalance a portfolio; that side is covered in how often index funds rebalance.
Over the 10.0 years to 2026-09-29 the fund returned +57.7% in total (+4.7% a year), with a deepest drawdown of -42.3% from 2020-02-14 to 2020-03-23. Its worst calendar year was 2022 (-25.5%), its best 2021 (+38.7%).
| Year | IYR |
|---|---|
| 2026 | +3.2% |
| 2025 | +3.4% |
| 2024 | +4.4% |
| 2023 | +11.9% |
| 2022 | -25.5% |
| 2021 | +38.7% |
| 2020 | -5.3% |
| 2019 | +28.2% |
| 2018 | -4.3% |
| 2017 | +9.3% |
| 2016 | -3.7% |
+57.7% in total, which works out to +4.7% 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 -25.5% (net of fees, dividends reinvested). Its best year was 2021 (+38.7%).
-42.3%, from a peak on 2020-02-14 to a trough on 2020-03-23. From that trough it took 393 days (about 12.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.48% 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.
It does not say IYR 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 -42.3% 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.