IYR Performance — iShares U.S. Real Estate ETF
Data updated: 2026-08-24
IYR returned +9.74% year to date and +10.44% over one year to Jun 2026. Annualised returns are +8.49% over 3 years and +2.67% over 5 years. The fund trailed its Real Estate category average: $100 invested three years ago grew to $128, against $132 for the category, and to $110 over one year, against $115. Volatility over the past three years was 16.64% a year. In the 12 months to Jun 2026 the fund took in a net $550.9M, and assets reached $4.67B.
IYR Growth of $100
What $100 invested in iShares U.S. Real Estate ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Real Estate category average over the same months.
| Period | IYR | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $110 | $115 |
| 3 years (Jul 2023 – Jun 2026) | $128 | $132 |
| 5 years (Jul 2021 – Jun 2026) | $114 | $119 |
| Since data start (Jul 2019 – Jun 2026) | $140 | $151 |
IYR Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.74% |
| 1 year | +10.44% |
| 3 years (annualised) | +8.49% |
| 5 years (annualised) | +2.67% |
IYR Annual Returns
Calendar-year total returns of iShares U.S. Real Estate ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +9.74% |
| 2025 | +3.39% |
| 2024 | +4.49% |
| 2023 | +11.87% |
| 2022 | −25.46% |
| 2021 | +38.67% |
| 2020 | −5.39% |
| 2019 (Jul–Dec) | +7.94% |
IYR Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.6% | +5.1% | −6.4% | +8.5% | −1.1% | +1.3% | — | — | — | — | — | — |
| 2025 | +1.9% | +3.8% | −2.4% | −2.0% | +0.8% | +0.7% | +0.1% | +2.9% | +0.1% | −2.5% | +2.3% | −2.2% |
| 2024 | −5.0% | +2.0% | +1.9% | −8.1% | +4.9% | +2.0% | +7.4% | +5.5% | +3.2% | −3.6% | +4.1% | −8.2% |
| 2023 | +10.0% | −6.0% | −1.8% | +0.9% | −4.0% | +5.7% | +1.7% | −3.1% | −7.3% | −3.6% | +12.3% | +9.0% |
| 2022 | −8.2% | −4.5% | +6.6% | −4.0% | −4.4% | −6.9% | +8.8% | −5.8% | −12.7% | +3.1% | +6.2% | −4.8% |
| 2021 | −0.4% | +2.3% | +5.6% | +8.0% | +1.0% | +2.2% | +4.7% | +2.0% | −5.7% | +7.1% | −2.3% | +9.4% |
| 2020 | +1.5% | −7.0% | −20.0% | +9.1% | +1.8% | +2.5% | +4.0% | +0.2% | −2.3% | −2.9% | +8.6% | +2.5% |
| 2019 | — | — | — | — | — | — | +1.8% | +3.4% | +1.8% | +0.8% | −1.1% | +0.9% |
IYR Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 16.64%
- 3-year Sharpe ratio: 0.24 (vs 4.5% risk-free rate)
- Best month: +12.26% (Nov 2023)
- Worst month: −8.23% (Dec 2024)
IYR Fund Flows
Monthly money in and out of iShares U.S. Real Estate ETF, from SEC Form N-PORT.
- 12-month net flow: $550.9M
- 12-month gross sales (incl. reinvestments): $14.2B
- Sales ÷ redemptions: 1.04×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.2B | $1.4B | −$231.5M |
| May 2026 | $1.5B | $696.8M | $841.9M |
| Apr 2026 | $1.1B | $1.4B | −$223.0M |
| Mar 2026 | $1.6B | $1.5B | $72.0M |
| Feb 2026 | $1.7B | $1.8B | −$61.8M |
| Jan 2026 | $812.0M | $1.2B | −$393.3M |
| Dec 2025 | $1.2B | $1.0B | $221.0M |
| Nov 2025 | $1.5B | $896.8M | $589.5M |
| Oct 2025 | $882.2M | $915.1M | −$32.8M |
| Sep 2025 | $750.9M | $822.3M | −$71.3M |
| Aug 2025 | $1.1B | $1.1B | $715K |
| Jul 2025 | $702.2M | $862.5M | −$160.3M |
IYR Assets Under Management
Net assets of iShares U.S. Real Estate ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $4.67B |
| 2026-03-31 | $3.97B |
| 2025-12-31 | $4.37B |
| 2025-09-30 | $3.73B |
| 2025-06-30 | $3.87B |
| 2025-03-31 | $3.57B |
| 2024-12-31 | $4.21B |
| 2024-09-30 | $4.72B |
| 2024-06-30 | $2.98B |
| 2024-03-31 | $4.28B |
| 2023-12-31 | $4.52B |
| 2023-09-30 | $2.63B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.