All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
USRT real return snapshot: after CPI-U inflation, USRT returned +16.69% over the past year and +15.16% YTD, with dividends reinvested. Since May 4, 2007, USRT is up +73.79% in real purchasing-power return, or +2.93%/yr, and is currently ā5.36% below its real total-return high on Dec. 31, 2021.
Data ending Thu Jul. 2, 2026
| Fri 2007-05-04š¬ to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| USRT × |
+15.16%
2026-07-02 |
+16.69%
2026-07-02 |
||||
| iShares Core U.S. REIT ETF Exchange-Traded Fund | ||||||
| Fri 2007-05-04š¬ to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USRT × |
+73.79%
+2.93%/yr |
+5.35%/yr
(R2=0.722) |
||||
| iShares Core U.S. REIT ETF Exchange-Traded Fund | ||||||
| Fri 2007-05-04š¬ to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| USRT × |
$10,000.00
2007-05-04 |
$17,379.16
2026-07-02 |
||||
| iShares Core U.S. REIT ETF Exchange-Traded Fund | ||||||
| Year | USRT |
|---|---|
| 2026 (YTD) | +15.16% |
| 2025 | ā0.23% |
| 2024 | +5.54% |
| 2023 | +9.96% |
| 2022 | ā29.02% |
| 2021 | +33.84% |
| 2020 | ā9.30% |
| 2019 | +23.16% |
| 2018 | ā6.46% |
| 2017 | +3.09% |
| 2016 | +5.00% |
| 2015 | +3.12% |
| 2014 | +28.15% |
| 2013 | ā2.44% |
| 2012 | +14.70% |
| 2011 | +6.04% |
| 2010 | +24.32% |
| 2009 | +23.56% |
| 2008 | ā37.22% |
| 2007 | ā19.80% |
| Fri 2007-05-04š¬ to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| USRT × |
ā5.36%
from 2021-12-31 peak |
ā70.62%
2009-03-06 from 2007-05-11 peak |
||||
| iShares Core U.S. REIT ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| USRT × | +16.69% |
+24.90% +11.76%/yr |
+30.27% +9.21%/yr |
+7.40% +1.44%/yr |
+30.33% +2.68%/yr |
|
| iShares Core U.S. REIT ETF Exchange-Traded Fund | ||||||