Snapshot*
Top 10 Holdings
What is USRT?
The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate equities. The FTSE NAREIT US Real Estate Index Series is designed to present investors with a comprehensive family of REIT performance indexes that spans the commercial real estate space across the US economy. The index series provides investors with exposure to all investment and property sectors. In addition, the more narrowly focused property sector and sub-sector indexes provide the facility to concentrate commercial real estate exposure in more selected markets. The FTSE NAREIT All Equity REITs index contains all tax-qualified REITs with more than 50 percent of total assets in qualifying real estate assets other than mortgages secured by real property that also meet minimum size and liquidity criteria.
USRTPerformance Measures**
for the time period May 4, 2007 to Dec 4, 2025
1M Trailing Return: 0.6%
The percent change in the value over the most recent 1-month period.
3M Trailing Return: 0.3%
The percent change in the value over the most recent 3-month period.
Max Drawdown: -69.9%
The greatest percent loss from peak to trough in value over the time period.
Standard Deviation: 29.2%
The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.
Sharpe Ratio: 0.31
The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.
Calmar Ratio: 0.07
The annualized return divided by the max drawdown for the selected time period.
ETFs related toUSRT
ETFs correlated to USRT include BBRE, RWR, SCHH
What is ETF correlation?
Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.
Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.
Using ETF correlations in portfolio and strategy construction
ETF correlations can help you create investing strategies and portfolios. Use them to:
- •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
- •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
- •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.
Trading Strategies
Related toUSRT
CounterBalancer - LowMed R/R LBT
Category
Tactical asset allocation, risk-on/risk-off, leveraged ETFs, momentum, mean reversion, bonds vs stocks, volatility hedges
OOS Cumulative Return
345.86%
Serious Business LBT
Category
Tactical allocation, leveraged ETFs, trend following, mean reversion, volatility hedging, bond rotation, risk-on/risk-off
OOS Cumulative Return
140.82%
Create your own algorithmic trading strategy with USRT using Composer
FAQ
Disclaimers
We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.
We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.