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Asset Class: Real Estate Sector (REITs)
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Long-Term Performance: 8.36% CAGR
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Correlation to U.S. Markets: 0.62
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U.S. Large Cap Blend Performance: 9.93% CAGR
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Back test timeframe: January 1994 – August 2023
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Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)
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Long-Term Performance: 8.14% CAGR
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Correlation to U.S. Markets: 0.69
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S&P 500 Performance: 6.95% CAGR
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Back test timeframe: July 2000 – August 2023
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Number of ETFs available in this asset class: 39
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Number of ETFs in this asset class that are 10-years old or older: 14
REITs vs U.S. Large Cap Blend: January 1994 – August 2023
IYR vs SPY: July 2000 – August 2023
IYR vs SPY: June 19, 2000 – September 12, 2023
