iShares Mortgage Real Estate ETF
0.48%
548M
548M USDHigh
218
Physical
Distributing
USD
US
FTSE Nareit All Mortgage Capped
iShares
2007-05-01 (19 years)
With 548M in assets, this is a mid-sized fund — decent liquidity for most investors.
A TER of 0.48% is above the market average (~0.35%) — justified if the strategy is specialized.
Launched in 2007-05-01, this fund has 19 years of history — long and reliable track record.
High risk — suited for long-term investors comfortable with volatility.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | -0.2% |
| 3 Months (est.) | — | -0.6% |
| 6 Months (est.) | — | -1.3% |
| YTD (est.) | — | -1.0% |
| 1 Year | -2.5% | -2.5% |
| 3 Years | -3.8% | -10.8% |
| 5 Years | -9.9% | -40.8% |
| Since inception (19y) | -5.4% | -65.1% |
218
68.8%
13.0%
15.2%
23.1%
-0.25
-0.37
-0.47
0.48%
-44.8%
-0.47
23.1%
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The iShares Mortgage Real Estate ETF tracks the FTSE Nareit All Mortgage Capped index. It is managed by iShares using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.48%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.