| REET | |
|---|---|
| Total return | +39.0% |
| Annualised (CAGR) | +3.4% |
| Volatility (annualised) | +17.3% |
| Sharpe (rf = 0) | 0.19 |
| Deepest drawdown | -44.6% |
| Drawdown peak → trough | 2020-02-14 → 2020-03-23 |
| Dividend yield (12m distributions) | 3.58% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +39.0% in total (+3.4% a year), with a deepest drawdown of -44.6% from 2020-02-14 to 2020-03-23. Its worst calendar year was 2022 (-24.1%), its best 2021 (+32.4%).
| Year | REET |
|---|---|
| 2026 | +5.4% |
| 2025 | +8.0% |
| 2024 | +2.7% |
| 2023 | +10.3% |
| 2022 | -24.1% |
| 2021 | +32.4% |
| 2020 | -10.6% |
| 2019 | +24.4% |
| 2018 | -5.3% |
| 2017 | +7.5% |
| 2016 | -5.3% |
+39.0% in total, which works out to +3.4% 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 -24.1% (net of fees, dividends reinvested). Its best year was 2021 (+32.4%).
-44.6%, from a peak on 2020-02-14 to a trough on 2020-03-23. From that trough it took 435 days (about 14.3 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.58% 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 REET 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 -44.6% 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.