Nasdaq - Delayed Quote USD

iShares Developed Real Estate Idx Inv A (BARDX)

8.19
+0.03
+(0.37%)
At close: 8:00:06 PM EDT

Fund Summary

The fund seeks to track the investment results of the FTSE EPRA/NAREIT Developed Index, which measures the stock performance of companies engaged in the ownership, disposal and development of income-producing real estate in developed countries as defined by FTSE EPRA/NAREIT. It generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index and in depositary receipts representing securities of the underlying index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.41%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 3

Performance & Risk

YTD Return 4.42%
5y Average Return 7.07%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
BARDXCategory AverageBARDXCategory AverageBARDXCategory Average
Alpha -11.55 -0.04 -7.24 -0.06 -- -0.02
BETA 1.13 0.01 1.06 0.01 -- 0.01
Mean Annual Return 0.02 0.01 0.58 0.01 -- 0.01
R-squared 78.58 0.74 79.53 0.68 -- 0.66
Standard Deviation 19.63 0.19 18.11 0.16 -- 0.15
Sharpe Ratio -0.22 0 0.22 0 -- 0
Treynor Ratio -5.62 0.08 2.41 0.06 -- 0.07

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