Unlock stock picks and a broker-level newsfeed that powers Wall Street.

NYSEArca - Delayed Quote USD

First Trust S&P REIT Index Fund (FRI)

27.06
+0.07
+(0.26%)
At close: May 7 at 3:59:47 PM EDT

ETF Summary

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index seeks to measure the performance of publicly-traded REITs domiciled in the United States that meet certain eligibility requirements.

Risk Overview

Performance & Risk

YTD Return -0.71%
5y Average Return 9.62%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
FRICategory AverageFRICategory AverageFRICategory Average
Alpha -10.43 -11.34 -4.32 -5.4 -2.51 -2.71
BETA 1.17 1.17 1.07 1.08 0.96 0.97
Mean Annual Return 0.14 0.06 0.83 0.75 0.55 0.54
R-squared 79.09 75.9 74.98 71.73 61.78 61.48
Standard Deviation 20.3 20.79 18.84 19.47 17.97 18.33
Sharpe Ratio -0.15 -0.19 0.38 0.32 0.25 0.25
Treynor Ratio -4.36 -5.18 5.27 4.2 3.17 3.06

Related Tickers