FRI Performance & Returns | First Trust S&P REIT ETF

First Trust S&P REIT ETF (FRI)

23.24

-0.14 (-0.59%) USD | Jan 22, 11:41

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (Price)

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of January 21, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

YTD

First Trust S&P REIT ETF

8.05%

17.28%

1.83%

29.75%

1.87%

7.91%

3.86%

-4.28%

23.66%

-7.97%

0.62%

MSCI World Net Total Return

-5.54%

15.83%

26.68%

4.94%

-0.87%

7.51%

22.40%

-8.71%

27.67%

15.90%

2.86%

Invesco S&P 500® Equal Wt Real Estt ETF

2.91%

8.76%

-4.07%

25.25%

-2.74%

1.18%

Nuveen Short-Term REIT ETF

8.41%

-0.01%

24.96%

-7.27%

1.50%

iShares Core US REIT ETF

9.17%

16.70%

-0.99%

29.12%

3.89%

7.19%

5.29%

-4.62%

25.96%

-8.11%

0.72%

iShares Cohen & Steers REIT ETF

10.17%

15.35%

-1.73%

33.93%

6.03%

4.63%

4.91%

-2.51%

25.46%

-5.44%

-0.09%

As of January 21, 2021.

Periodic Total Returns Versus Peers

Name

10Y

15Y

20Y

First Trust S&P REIT ETF

3.12%

10.31%

15.42%

-10.20%

4.96%

5.68%

7.67%

3.93%

MSCI World Net Total Return

4.64%

14.71%

19.90%

16.64%

9.79%

15.20%

9.98%

7.39%

6.13%

7.85%

Invesco S&P 500® Equal Wt Real Estt ETF

3.80%

14.42%

17.91%

-4.21%

7.74%

6.51%

5.96%

Nuveen Short-Term REIT ETF

4.42%

17.75%

25.96%

-7.53%

6.28%

6.01%

iShares Core US REIT ETF

3.09%

10.73%

15.51%

-10.24%

5.39%

6.31%

7.73%

4.13%

iShares Cohen & Steers REIT ETF

2.59%

5.23%

9.29%

-8.58%

6.99%

6.23%

8.33%

5.83%

10.51%

As of January 21, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of December 31, 2020