Dow Jones Real Estate Indices S&P Global Property Indices
Dow Jones Real Estate Indices S&P Global Property Indices
SCORECARD
Q3 2019
Contents
Dow Jones U.S. Real Estate Indices
3
Dow Jones Global Real Estate Indices
4
S&P Global Property & REIT
5
S&P Developed Property & REIT
6
S&P Emerging Property & REIT
7
Performance by Country
8-9
Exchange-Traded Products
10
Index Descriptions
11
Performance Disclosure
12
General Disclaimer
13
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S&P Dow Jones Indices
2nd Quarter 2012
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Scorecard | Real Estate
2
Dow Jones U.S. Real Estate Indices
September 30, 2019
INDEX PERFORMANCE
Index Name Dow Jones U.S. Real Estate TSM Dow Jones U.S. Real Estate Dow Jones U.S. Select RESI Dow Jones Composite All REIT Index Dow Jones Equity All REIT Index Dow Jones U.S. Mortgage REITs Index Dow Jones U.S. Select REIT Dow Jones U.S. Select Short-Term REIT
Cumulative Total Returns Annualized Total Returns STANDARD DEVIATION SECTOR RETURNS
QTD 7.1% 7.3% 6.8% 7.3% 7.7% 2.2% 6.8% 6.9%
YTD 27.8% 27.9% 24.6% 27.4% 28.5% 10.0% 24.6% 26.5%
1-Year 19.3% 20.3% 16.4% 19.8% 20.8% 4.1% 16.4% 17.9%
3-Year 9.1% 9.3% 6.5% 9.1% 9.0% 9.8% 6.5%
12.3%
5-Year 10.6% 10.7% 9.7% 10.9% 11.1% 9.4% 9.7% 13.0%
10-Year 12.9% 12.8% 12.7% 13.0% 13.5% 8.3% 12.7% 15.9%
3-Year 12.2% 12.1% 12.8% 12.1% 12.5% 13.7% 12.8% 12.2%
5-Year 13.2% 13.2% 14.4% 13.2% 13.6% 12.7% 14.4% 13.5%
10-Year 14.6% 14.7% 15.8% 14.5% 15.1% 13.4% 15.7% 16.1%
DJ U.S. Select REIT Apartments Diversified Factory Outlets Health Care Hotels Industrial Malls Manufactured Homes Office Self-Storage Strip Centers
QTD 1-Year 9.9% 28.5% 0.3% -3.3% -2.4% -27.4% 11.0% 36.7% -1.2% -11.7% 8.5% 26.9% -1.0% -12.7% 13.1% 45.5% 4.3% 7.7% 6.5% 28.3% 9.1% 12.8%
FUNDAMENTALS
Real Estate Fundamentals Dow Jones U.S. Real Estate TSM Dow Jones U.S. Real Estate Dow Jones U.S. Select RESI REIT Fundamentals Dow Jones Composite All REIT Index Dow Jones Equity All REIT Index Dow Jones U.S. Mortgage REITs Index Dow Jones U.S. Select REIT Dow Jones U.S. Select Short-Term REIT
12-M 1-Year
Trailing Forward
Div Yield
P/B P/CF
P/E
P/E
P/S
3.77
2.70
19.0
48.2
34.1
7.2
3.61
2.86
19.2
44.8
34.4
7.9
3.59
2.62
18.1
32.6
36.8
9.1
3.93 3.53 10.74 3.59 3.57
2.69
18.87
50.20
35.07
8.94
2.94
18.90
40.02
42.15
8.94
1.10
10.87
NM
8.97
9.41
2.62
18.15
32.61
36.77
9.11
2.35
17.23
33.96
39.47
7.20
Source: S&P Dow Jones Indices LLC. Data as of September 30, 2019. Performance data is based on total return index levels in USD. Periods longer than 1 year represent annualized total returns. Past performance is no guarantee of future results. Tables are provided for illustrative purposes and reflect hypothetical historical performance. Please see the Performance Disclosure at the end of this document for more information regarding the inherent limitations associated with back-tested performance. Index returns do not include payment of any sales charges or fees an investor would pay to purchase the securities they represent. Such costs would lower performance.
S&P Dow Jones Indices
Scorecard | Real Estate
3
Dow Jones Global Real Estate Indices
September 30, 2019
INDEX PERFORMANCE
Index Name Dow Jones Global Select RESI Dow Jones Global ex-U.S. Select RESI Dow Jones Americas Select RESI Dow Jones Asia/Pacific Select RESI Dow Jones Europe Developed Markets Select RESI Dow Jones Europe Select RESI Dow Jones Middle East & Africa Select RESI Dow Jones Global Select REIT Dow Jones Global ex-U.S. Select REIT Dow Jones Americas Select REIT Dow Jones Asia/Pacific Select REIT Dow Jones Europe Developed Markets Select REIT Dow Jones Europe Select REIT Dow Jones Middle East & Africa Select REIT
FUNDAMENTALS
Property Fundamentals Dow Jones Global Select RESI Dow Jones Global ex-U.S. Select RESI Dow Jones Americas Select RESI Dow Jones Asia/Pacific Select RESI Dow Jones Europe Developed Markets Select RESI Dow Jones Europe Select RESI REIT Fundamentals Dow Jones Global Select REIT Dow Jones Global ex-U.S. Select REIT Dow Jones Americas Select REIT Dow Jones Asia/Pacific Select REIT Dow Jones Europe Developed Markets Select REIT Dow Jones Europe Select REIT
Cumulative Total Returns Annualized Total Returns STANDARD DEVIATION SECTOR RETURNS
QTD 5.1% 2.8% 6.8% 2.8% 3.7% 3.7% -11.9% 5.7% 3.5% 6.9% 4.0%
3.5%
3.5% -15.1%
YTD 20.5% 15.1% 24.6% 17.8% 10.7% 10.7% -5.4% 22.3% 17.9% 24.7% 20.9%
12.7%
12.7% -11.4%
1-Year 13.4%
9.5% 16.5% 17.6% -2.9% -2.9% -8.1% 15.2% 12.8% 16.4% 23.8%
-4.2%
-4.2% -13.9%
Div Yield 3.76 3.99 3.62 3.52 4.26 4.26
3-Year 5.8% 4.9% 6.5% 8.1% 2.2% 2.2% -2.5% 6.0% 5.0% 6.5% 8.7%
1.0%
1.0% -4.6%
5-Year 10-Year 7.5% 10.1%
4.6% 9.4% 7.1% 1.7% 1.7%
7.4% 12.4%
8.7% 5.8% 5.6%
0.5% 8.4% 5.7% 9.6% 10.3%
4.0% 10.9%
8.2% 12.6% 10.7%
0.5%
5.4%
0.5% -0.8%
5.4% 3.3%
3-Year 5-Year 10-Year 10.8% 11.7% 13.9%
10.4% 12.7%
9.5% 15.1% 15.1%
11.0% 14.1% 10.4% 15.8% 15.8%
14.3% 15.4% 14.0% 18.9% 18.9%
25.1% 11.2% 10.7% 12.7%
9.8%
26.6% 12.2% 11.0% 14.2% 10.8%
24.9% 14.0% 14.1% 15.5% 13.8%
17.4% 17.6% 20.0%
17.4% 17.6% 20.0% 25.6% 26.9% 25.0%
P/B 1.65 1.09 2.51 1.22 0.91 0.91
P/CF 17.4 16.4 18.0 16.4 17.2 17.2
12-M 1-Year
Trailing Forward
P/E
P/E
22.3
26.0
15.5
18.4
30.5
35.3
17.4
21.8
14.0
15.3
14.0
15.3
P/S 8.0 6.8 9.1 5.6 10.5 10.5
DJ Global Select RESI Apartments Diversified Factory Outlets Health Care Hotels Industrial Malls Manufactured Homes Office Self-Storage Strip Centers
DJ Global ex-U.S. Select RESI Apartments Diversified Factory Outlets Health Care Hotels Industrial Malls Manufactured Homes Office Self-Storage Strip Centers
3.85 4.37 3.62 3.79 5.08 5.08
1.81 1.13 2.51 1.39 0.81 0.81
17.5 16.5 18.0 17.8 15.1 15.1
25.6 18.0 30.5 18.5 21.9 21.9
29.0 20.3 35.3 25.1 16.3 16.3
9.8 11.6
9.1 13.6 10.0 10.0
QTD 10.2%
2.9% -2.4% 11.0% -0.4% 8.9% 0.3% 13.1% 7.1% 6.5% 2.3%
1-Year 28.0%
8.4% -27.4% 36.7%
-7.8% 27.8% -9.3% 45.5% 15.8% 28.3% 11.8%
QTD 12.5%
3.4% -
10.3% 1.3% -
10.7% -
-6.7%
1-Year 22.8% 10.4%
31.4% -6.2% 28.6% 10.7%
Source: S&P Dow Jones Indices LLC. Data as of September 30, 2019. Performance data is based on total return index levels in USD. Periods longer than 1 year represent annualized total returns. Past performance is no guarantee of future results. Tables are provided for illustrative purposes and reflect hypothetical historical performance. Please see the Performance Disclosure at the end of this document for more information regarding the inherent limitations associated with back-tested performance. Index returns do not include payment of any sales charges or fees an investor would pay to purchase the securities they represent. Such costs would lower performance.
S&P Dow Jones Indices
Scorecard | Real Estate
4
S&P Global Property & REIT
REGION RETURNS
Cumulative Total Returns Annualized Total Returns
STANDARD DEVIATION
September 30, 2019
SECTOR RETURNS
Index Name S&P Global Property S&P Global Property 40 S&P Global Ex-U.S. Property S&P Global REIT S&P Global Ex-U.S. REIT S&P Global BMI S&P Global Ex-U.S. BMI
QTD 3.5% 3.0% 0.2% 6.0% 3.4% -0.1% -1.6%
YTD 19.0% 17.2% 13.8% 23.2% 19.2% 16.1% 11.8%
1-Year 13.0% 13.7% 9.1% 16.4% 13.9% 0.9% -1.3%
3-Year 6.7% 5.8% 6.5% 6.6% 6.1% 9.9% 6.7%
5-Year 7.5% 7.5% 5.8% 8.5% 6.3% 7.1% 3.7%
10-Year 9.2%
10.0% 7.1%
10.9% 8.3% 9.0% 5.3%
3-Year 10.5% 10.6% 11.1% 11.1% 10.4% 11.4% 11.4%
5-Year 11.3% 12.0% 12.0% 12.0% 10.8% 11.7% 12.3%
10-Year 13.8% 13.9% 14.9% 13.8% 13.9% 13.3% 14.5%
S&P Global Property Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD -0.4% -0.1% 5.6% 4.6% 10.8% 2.5% 6.2% 8.1% 6.3%
1-Year 10.0% -6.8% 28.7% 12.7% 32.3% 3.9% 23.4% 15.3% 16.7%
FUNDAMENTALS
S&P Global Property S&P Global Property 40 S&P Global Ex-U.S. Property S&P Global REIT S&P Global Ex-U.S. REIT S&P Global BMI S&P Global Ex-U.S. BMI
Div Yield 3.86 3.47 3.96 4.04 4.56 2.49 3.17
P/B 1.47 1.73 1.06 1.81 1.15 2.18 1.57
12-Month
Trailing
P/CF
PE
15.9
17.6
15.8
16.7
14.2
12.0
17.7
26.0
16.8
16.9
13.4
19.9
14.2
16.7
1-Year Forward
P/E 19.5 19.1 13.1 29.4 19.3 16.7 14.5
P/S 4.1 4.0 2.8 9.5 10.3 1.6 1.2
S&P Global REIT Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD 5.1% 0.1% 5.7% 5.2% 10.8% 2.8% 6.1% 8.2% 10.5%
1-Year 17.6% -6.8% 29.1% 13.6% 32.3% 2.9% 23.5% 15.3% 29.0%
Source: S&P Dow Jones Indices LLC. Data as of September 30, 2019. Performance data is based on total return index levels in USD. Periods longer than 1 year represent annualized total returns. Past performance is no guarantee of future results. Tables are provided for illustrative purposes and reflect hypothetical historical performance. Please see the Performance Disclosure at the end of this document for more information regarding the inherent limitations associated with back-tested performance. Index returns do not include payment of any sales charges or fees an investor would pay to purchase the securities they represent. Such costs would lower performance.
S&P Dow Jones Indices
Scorecard | Real Estate
5
S&P Developed Property & REIT
REGION RETURNS
Cumulative Total Returns Annualized Total Returns STANDARD DEVIATION
Index Name S&P Developed Property S&P Developed Ex-U.S. Property S&P North America Property S&P U.S. Property S&P Europe Property S&P Asia-Pacific Property S&P Developed REIT S&P Developed Ex-U.S. REIT S&P North America REIT S&P U.S. REIT S&P Europe REIT S&P Asia-Pacific REIT S&P Developed BMI S&P Developed Ex-U.S. BMI S&P North America BMI S&P U.S. BMI S&P Europe BMI S&P Asia-Pacific BMI
QTD 4.9% 2.3% 7.4% 7.4% 4.1% 0.9% 6.2% 3.8% 7.5% 7.5% 3.4% 3.6% 0.3% -0.9% 1.1% 1.2% -1.9% 0.0%
YTD 20.4% 15.4% 25.5% 25.5% 13.0% 15.2% 23.5% 19.9% 25.5% 25.4% 14.2% 21.9% 17.1% 13.0% 20.2% 20.1% 14.2%
9.4%
1-Year 13.7%
9.8% 17.6% 17.6%
1.3% 13.4% 16.8% 14.8% 17.8% 17.8% -1.1% 23.6%
0.9% -2.0% 2.9% 2.9% -0.9% -4.4%
3-Year 6.7% 6.5% 7.0% 6.9% 4.8% 6.9% 6.8% 6.7% 7.1% 6.9% 1.4% 9.0%
10.2% 6.7%
12.4% 12.8%
7.2% 6.0%
5-Year 7.9% 6.1% 9.6% 9.7% 5.4% 6.3% 8.9% 7.0% 9.8% 9.9% 1.2%
10.2% 7.6% 3.8% 9.8%
10.4% 3.5% 5.0%
10-Year 9.8% 7.7%
12.6% 12.7%
7.0% 7.9% 11.1% 8.7% 12.8% 12.9% 5.1% 10.8% 9.6% 5.6% 12.4% 13.1% 5.8% 5.8%
3-Year 10.4% 10.3% 12.8% 13.0% 13.7% 10.2% 11.2% 10.3% 12.9% 13.0% 15.6%
9.7% 11.5% 11.3% 12.5% 12.5% 12.6% 10.9%
5-Year 11.2% 11.1% 14.1% 14.3% 14.4% 11.2% 12.0% 10.6% 14.2% 14.4% 16.1% 10.7% 11.7% 12.2% 12.1% 12.2% 13.1% 12.2%
10-Year 13.7% 14.5% 15.4% 15.6% 17.9% 14.8% 13.9% 13.9% 15.4% 15.6% 19.2% 13.7% 13.2% 14.4% 13.0% 13.0% 16.4% 13.2%
FUNDAMENTALS
Property Fundamentals S&P Developed Property S&P Developed Ex-U.S. Property S&P North America Property S&P U.S. Property S&P Europe Property S&P Asia-Pacific Property REIT Fundamentals S&P Developed REIT S&P Developed Ex-U.S. REIT S&P North America REIT S&P U.S. REIT S&P Europe REIT
Div Yield 3.73 3.72 3.76 3.74 3.97 3.58
3.95 4.31 3.79 3.77 4.94
P/B 1.54 1.05 2.49 2.57 1.02 1.06
1.85 1.17 2.51 2.58 0.89
P/CF 17.1 15.8 18.4 18.4 18.7 14.6
12-M 1-Year
Trailing Forward
P/E
P/E
20.3
23.8
13.5
16.0
33.7
37.9
36.0
39.8
13.6
16.3
13.7
16.0
17.9
26.9
30.4
17.3
17.6
20.2
18.3
33.8
38.0
18.3
36.0
39.6
16.2
20.0
16.7
P/S 5.6 3.9 8.9 9.0 8.7 2.9
9.6 10.8
9.0 9.1 9.8
September 30, 2019
SECTOR RETURNS
S&P Developed Property Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD 2.5% -0.1% 5.8% 4.7% 10.8% 2.8% 6.2% 8.2% 8.3%
1-Year 11.7% -6.8% 29.4% 12.8% 32.3%
2.5% 23.5% 15.1% 18.1%
S&P Developed REIT Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD 6.3% 0.0% 5.8% 5.3% 10.8% 2.8% 6.1%
10.5%
1-Year 20.3% -6.8% 29.4% 13.7% 32.3%
2.6% 23.5%
29.1%
Source: S&P Dow Jones Indices LLC. Data as of September 30, 2019. Performance data is based on total return index levels in USD. Periods longer than 1 year represent annualized total returns. Past performance is no guarantee of future results. Tables are provided for illustrative purposes and reflect hypothetical historical performance. Please see the Performance Disclosure at the end of this document for more information regarding the inherent limitations associated with back-tested performance. Index returns do not include payment of any sales charges or fees an investor would pay to purchase the securities they represent. Such costs would lower performance.
S&P Dow Jones Indices
Scorecard | Real Estate
6
S&P Emerging Property & REIT
REGION RETURNS
Cumulative Total Returns Annualized Total Returns STANDARD DEVIATION
Index Name S&P Emerging Property S&P Emerging REIT S&P Emerging BMI S&P Asia Pacific Emerging Property S&P Asia Pacific Emerging REIT S&P Asia Pacific Emerging BMI S&P Latin America Property S&P Latin America REIT S&P Latin America BMI
QTD -7.4% -1.9% -3.7% -9.0% 10.2% 0.0% 4.6% 9.5% -3.9%
YTD 8.0% 10.7% 7.9% 7.5% 36.5% 9.4% 25.7% 37.4% 9.6%
1-Year 6.8% 2.9% 1.5% 7.9%
34.5% -4.4% 23.2% 11.8% 11.0%
3-Year 6.8% -1.0% 6.8%
10.9% 17.6%
6.0% 3.6% 2.2% 8.4%
5-Year 4.5% -1.5% 3.2% 9.3%
12.9% 5.0% -5.2% -6.6% 0.2%
10-Year 4.7% 5.0% 4.2% 6.7%
14.5% 5.8% 2.9% 0.5%
3-Year 17.0% 17.4% 13.3% 19.8% 10.0% 10.9% 21.3% 26.6% 20.9%
5-Year 18.2% 17.8% 15.1% 20.9% 10.7% 12.2% 21.1% 23.6% 23.2%
10-Year 20.1% 17.8% 16.8% 22.9% 11.5% 13.2% 22.4% 22.6%
September 30, 2019
SECTOR RETURNS
S&P Emerging Property Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD -9.0% -2.2% 3.1% -18.8%
0.3%
-10.5%
1-Year 5.0% -4.8%
14.0% -28.6%
17.8%
3.7%
FUNDAMENTALS
S&P Emerging Property S&P Emerging REIT S&P Emerging BMI S&P Asia Pacific Emerging Property S&P Asia Pacific Emerging REIT S&P Asia Pacific Emerging BMI S&P Latin America Property S&P Latin America REIT S&P Latin America BMI
Div Yield 4.88 8.01 3.00 4.17 4.32 2.53 5.89 8.01 3.19
P/B 1.06 0.87 1.71 1.17 1.70 1.80 1.06 0.74 1.98
P/CF 10.3 11.9 23.2
9.5 36.7 24.6 11.5
8.1 18.0
12-M Trailing
P/E 8.5 10.9 15.1 8.0 18.4 16.7 10.9 7.7 16.3
1-Year Forward
P/E 7.7 12.1 13.4 7.1 21.7 14.3 16.6 12.1 14.1
P/S 1.4 6.5 1.5 1.1 14.4 1.4 8.6 6.7 1.7
S&P Emerging REIT Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD -6.1%
3.7% -24.8%
4.6%
-
1-Year -2.7% 16.8%
-68.5% -
13.3% -
Source: S&P Dow Jones Indices LLC. Data as of September 30, 2019. Performance data is based on total return index levels in USD. Periods longer than 1 year represent annualized total returns. Past performance is no guarantee of future results. Tables are provided for illustrative purposes and reflect hypothetical historical performance. Please see the Performance Disclosure at the end of this document for more information regarding the inherent limitations associated with back-tested performance. Index returns do not include payment of any sales charges or fees an investor would pay to purchase the securities they represent. Such costs would lower performance.
S&P Dow Jones Indices
Scorecard | Real Estate
7
Performance by Country (S&P Property Country Indices)
September 30, 2019
PROPERTY INDEX PERFORMANCE
Developed
QTD
Australia
-1.0%
Austria
2.1%
Belgium
9.4%
Canada
6.7%
Finland
2.3%
France
3.0%
Germany
2.2%
Hong Kong
-14.1%
Ireland
-0.4%
Israel
17.2%
Italy
-7.2%
Japan
11.1%
Korea
-1.6%
Netherlands
-2.3%
New Zealand
1.3%
Norway
3.4%
Singapore
-0.4%
Spain
2.0%
Sweden
10.8%
Switzerland
10.1%
United Kingdom
2.9%
United States
7.4%
Emerging
QTD
Brazil
-0.5%
Chile
4.0%
China
-10.8%
Egypt
-0.5%
Greece
-17.1%
India
-12.6%
Indonesia
-8.4%
Kuwait
-
Malaysia
-8.9%
Mexico
8.7%
Philippines
-4.9%
Poland
-12.3%
Qatar
-2.6%
Russia
-7.3%
Saudi Arabia
1.3%
South Africa
-10.9%
Taiwan
-1.6%
Thailand
-2.2%
Turkey
20.6%
United Arab Emirates
4.1%
YTD 17.9% 22.1% 27.0% 26.9% 19.7% 11.9%
3.9% 0.2% 26.2% 60.7% 7.7% 21.1% 11.2% -8.8% 23.7% 21.6% 20.7% 15.1% 28.9% 28.2% 11.4% 25.5% YTD 15.0% 28.9% 6.2% 14.5% 54.0% 6.2% 8.4%
-5.3% 33.5% 13.2% -0.6% -8.1% 37.7%
-5.0% 7.2% 19.0% -11.1% 13.9%
1-Year 10.5%
8.9% 27.6% 15.4% 11.8% -9.9% -3.8% -1.0% 10.9% 46.1% -5.2% 21.7% -4.1% -16.5% 28.2% 15.2% 16.5%
3.2% 27.0% 24.4% -1.5% 17.6% 1-Year 56.9% 10.9%
9.2% -4.5% 50.0% 16.1% 19.1%
-12.9%
8.8% 16.3% -5.4%
2.2% 10.7%
-8.7% -1.9% 2.0% -11.6% -3.4%
3-Year 5.9%
16.1% 14.3% 11.5%
9.8% -4.7% 8.8% 3.7% 9.9% 20.8% 12.2% 7.4% -0.5% -7.5% 10.1% 10.9% 11.4% 11.4% 16.1% 10.4% 1.4% 6.9% 3-Year 5.7% 9.6% 16.7% -7.5% 27.3% 6.3% -15.9%
-7.4% 1.6% 4.5% 2.0% -1.4% -1.4%
-5.8% 8.7% 12.8% -33.1% -8.5%
5-Year 8.0%
11.7% 12.9%
6.4% 6.4% 0.1% 14.0% 5.2% 7.1% 15.7% 4.1% 5.7%
-5.0% 11.8% 8.0% 6.6% 8.4% 17.5% 11.8% -1.5% 9.7% 5-Year -2.7% 10.4% 15.3% -17.4% 10.3% 1.4% -7.5%
-8.7% -7.2% 6.6% 5.9% -3.8% -2.7%
-1.5% 4.4% 7.1% -20.9% -11.1%
10-Year 8.4% 6.6% 8.7%
10.0% 6.3% 4.4%
10.2% 6.0% -
12.9% -3.6% 8.9%
-2.2% 12.2% 3.1% 8.0% -13.1% 17.2% 11.1% 5.1% 12.7% 10-Year 1.3% 14.7% 8.5% -8.7% 9.8% -12.4% -1.3%
2.3%
14.5% -4.9%
4.3% 6.6% 15.3% -13.9% -
STANDARD DEVIATION
3-Year
5-Year
11.7%
13.3%
16.3%
18.5%
11.6%
12.5%
11.2%
13.7%
20.0%
19.8%
17.8%
17.5%
18.0%
17.9%
17.5%
18.9%
15.7%
15.8%
14.5%
15.0%
22.1%
22.9%
10.2%
10.3%
20.5%
-
18.0%
17.7%
14.3%
14.9%
15.3%
17.6%
14.2%
14.8%
15.1%
16.7%
16.4%
16.9%
12.3%
14.5%
17.9%
19.0%
13.0%
14.3%
3-Year
5-Year
37.2%
38.4%
23.7%
22.0%
26.1%
28.2%
33.7%
33.1%
26.3%
26.7%
31.8%
32.8%
24.8%
27.3%
-
-
14.3%
16.1%
26.3%
23.2%
17.6%
17.9%
18.4%
20.7%
20.3%
23.7%
30.4%
42.8%
-
-
23.4%
25.5%
13.2%
17.8%
14.8%
14.8%
33.0%
31.6%
20.4%
27.8%
10-Year 17.1% 24.4% 14.7% 14.4% 24.2% 21.5% 19.8% 20.6% 18.9% 31.8% 16.9% 22.2% 16.2% 26.5% 17.5% 44.0% 22.0% 15.3% 19.7% 15.6%
10-Year 33.6% 24.6% 30.7% 38.8% 41.9% 34.6% 18.1% 22.3% 28.0% 24.4% 20.3% 25.3% 35.1% -
Source: S&P Dow Jones Indices LLC. Data as of September 30, 2019. Past performance is no guarantee of future results. Tables are provided for illustrative purposes and reflect hypothetical historical performance. Please see the Performance Disclosure at the end of this document for more information regarding the inherent limitations associated with back-tested performance. Index returns do not include payment of any sales charges or fees an investor would pay to purchase the securities they represent. Such costs would lower performance.
S&P Dow Jones Indices
Scorecard | Real Estate
8
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