PDF FTSE Nareit U.S. Real Estate Index Series Daily Returns

[Pages:4]November 17, 2021

FTSE Nareit U.S. Real Estate Index Series Daily Returns

November 17, 2021

Date

US Treasury 10-Year Note1

Standard & Poors

S&P 500

Utilities

2016

2.43

2017

2.41

2018

2.69

2019

1.91

2020

0.87

4,278.66 5,212.76 4,984.22 6,553.57 7,759.35

608.06 681.67 709.69 896.67 901.01

Jul-21

1.18

Aug-21

1.23

Sep-21

1.46

Oct-21

1.50

9,155.21 9,433.58 8,994.83 9,625.02

962.43 1,000.71

938.84 983.26

22-Oct-21

1.59

29-Oct-21

1.50

5-Nov-21

1.39

12-Nov-21

1.51

9,496.86 9,625.02 9,819.98 9,793.22

988.18 983.26 987.94 979.86

15-Nov-21

1.55

16-Nov-21

1.56

17-Nov-21

1.54

9,793.53 9,831.91 9,808.27

992.77 987.52 988.96

Dow Jones Industrials

Russell 2000 Total Return Indexes

2000

Growth

Value

41,619.65 53,317.96 51,462.77 64,505.48 70,778.10

End of Year Values

6,589.05

5,439.02

7,554.17

6,644.67

6,722.15

6,026.19

8,437.98

7,742.66

10,122.27 10,424.12

10,744.31 11,586.44 10,095.96 12,356.85 12,929.50

81,612.53 82,836.71 79,359.02 84,061.50

End of Month Values 11,467.78 10,946.82 11,724.30 11,145.77 11,378.61 10,718.42 11,862.65 11,220.32

15,794.46 16,217.37 15,892.48 16,498.44

83,726.98 84,061.50 85,263.40 84,782.69

End of Week Values 11,830.90 11,094.44 11,862.65 11,220.32 12,587.52 11,892.18 12,461.48 11,765.07

16,601.47 16,498.44 17,527.68 17,364.49

Current Week's Daily Index Values

84,779.75

12,406.18 11,669.51

84,908.42

12,427.65 11,725.82

84,442.67

12,282.97 11,576.08

17,354.03 17,328.57 17,147.18

Nasdaq Composite

6,121.12 7,935.29 7,709.91 10,539.04 15,272.97

17,450.67 18,163.09 17,206.34 18,461.29

17,973.25 18,461.29 19,029.24 18,900.18

18,893.03 19,036.26 18,977.43

FTSE Nareit All REITs

Total

Price

6,539.68 7,145.73 6,852.72 8,776.18 8,261.85

196.21 205.57 188.43 231.68 209.94

10,413.90 10,636.99 10,027.59 10,721.35

260.17 265.43 248.88 265.82

10,724.26 10,721.35 10,886.83 10,853.92

265.90 265.82 269.82 268.92

10,930.98 10,856.75 10,906.51

270.76 268.88 270.10

Date

US Treasury 10-Year Note1

Standard & Poors

S&P 500

Utilities

2017 2018 2019 2020 2021

-0.02 0.28 -0.78 -1.04 0.67

21.83 -4.38 31.49 18.40 26.41

12.11 4.11

26.35 0.48 9.76

Dow Jones Industrials

Russell 2000 Total Return Indexes

2000

Growth

Value

Annual Percentage Change

28.11

14.65

22.17

-3.48

-11.01

-9.31

25.34

25.52

28.48

9.72

19.96

34.63

19.31

21.35

11.05

7.84 -12.86 22.39

4.63 32.62

Aug-21

0.05

Sep-21

0.23

Oct-21

0.04

Nov-21

0.04

3.04 -4.65 7.01 1.90

Monthly Percentage Change (Including Current Month to Date)

3.98

1.50

2.24

1.82

2.68

-6.18

-4.20

-2.95

-3.83

-2.00

4.73

5.93

4.25

4.68

3.81

0.58

0.45

3.54

3.17

3.93

29-Oct-21 5-Nov-21 12-Nov-21 17-Nov-21

-0.09 -0.11 0.12 0.03

1.35 2.03 -0.27 0.15

-0.50 0.48 -0.82 0.93

Weekly Percentage Change (Including Current Week to Date)

0.40

0.27

1.13

-0.62

1.43

6.11

5.99

6.24

-0.56

-1.00

-1.07

-0.93

-0.40

-1.43

-1.61

-1.25

17-Nov-21

-0.02

-0.24

0.15

Source: FTSETM, Factset, Nareit?.

Notes: 1 Ten-year Treasury Note yield changes in percentage points.

Latest Daily Percentage Change

-0.55

-1.16

-1.28

-1.05

Nasdaq Composite

29.64 -2.84 36.69 44.92 24.25

4.08 -5.27 7.29 2.80

2.72 3.08 -0.68 0.41

-0.31

FTSE Nareit All REITs

Total

Price

9.27 -4.10 28.07 -5.86 32.01

4.77 -8.34 22.95 -9.38 28.66

2.14 -5.73 6.92 1.73

2.02 -6.23 6.81 1.61

-0.03 1.54 -0.30 0.48

-0.03 1.51 -0.33 0.44

0.46

0.45

November 17, 2021

Period

FTSE Nareit All REITs

Returns (%)

Total

Price

Dividend Yield2

FTSE Nareit Composite

Returns (%)

Total

Price

Dividend Yield2

FTSE Nareit Real Estate 501

Returns (%)

Total

Price

Dividend Yield2

Annual (including current year to date)

2016

9.28

4.97

4.32

2017

9.27

4.77

4.27

2018

-4.10

-8.34

4.80

2019 28.07 22.95

4.06

2020

-5.86

-9.38

3.84

2021 32.01 28.66

3.00

9.37 9.29 -3.94 28.21 -5.98 32.05

5.05 4.76 -8.21 23.03 -9.51 28.69

4.34

5.52

1.91

4.29

9.23

5.01

4.82

-2.12

-6.02

4.07

29.22 24.59

3.84

-2.77

-6.16

3.01

32.78 29.57

3.93 3.78 4.20 3.52 3.45 2.81

Quarter (including current quarter to date)

2020: Q3

1.46

0.57

4.15

Q4

9.18

8.20

3.84

2021: Q1

8.48

7.64

3.56

Q2 11.71 10.82

3.10

Q3

0.15

-0.62

3.18

Q4

8.77

8.53

3.00

1.42 8.96 8.50 11.75 0.12 8.78

0.51 7.98 7.66 10.85 -0.65 8.53

4.14

2.04

1.17

3.84

6.40

5.51

3.57

7.95

7.16

3.10

12.62 11.74

3.18

0.52

-0.21

3.01

8.65

8.43

3.65 3.45 3.26 2.88 2.96 2.81

Month (including current month to date)

June

2.74

2.21

3.10

July

4.01

3.89

2.98

August

2.14

2.02

2.93

September

-5.73

-6.23

3.18

October

6.92

6.81

3.04

November

1.73

1.61

3.00

2.72 4.03 2.12 -5.75 6.92 1.73

2.19 3.90 2.00 -6.25 6.81 1.62

3.10 2.99 2.94 3.18 3.05 3.01

2.79 4.60 2.42 -6.17 7.17 1.38

2.27 4.49 2.31 -6.66 7.08 1.27

2.88 2.77 2.71 2.96 2.84 2.81

Week (including current week to date)

15-Oct-21

3.34

3.33

3.11

22-Oct-21

2.37

2.36

3.03

29-Oct-21

-0.03

-0.03

3.04

5-Nov-21

1.54

1.51

2.99

12-Nov-21

-0.30

-0.33

3.01

17-Nov-21

0.48

0.44

3.00

3.34 2.38 -0.02 1.52 -0.30 0.51

3.33 2.37 -0.03 1.49 -0.33 0.46

3.11 3.04 3.05 3.01 3.02 3.01

3.44 2.81 0.11 0.85 -0.11 0.64

3.43 2.81 0.10 0.80 -0.13 0.59

2.92 2.84 2.84 2.82 2.83 2.81

Historical (compound annual rates at month-end)

1-Year 46.32 41.69

46.15

3-Year 14.69 10.41

14.71

5-Year 10.85

6.51

10.87

10-Year 11.29

6.78

11.16

15-Year

6.79

2.12

6.66

20-Year 10.79

5.49

10.68

25-Year

9.99

4.24

9.91

30-Year 10.72

4.52

10.65

35-Year

9.21

2.34

9.15

40-Year 10.57

3.25

10.52

Source: FTSETM, Factset, Nareit?.

41.51 10.40

6.50 6.63 1.96 5.37 4.14 4.44 2.27 3.19

44.17 17.23 12.05 11.40

7.13 11.34

-

39.83 13.20

8.03 7.26 2.78 6.51

-

Notes: 1 The FTSE Nareit Real Estate 50TM is designed to measure the performance of larger and more frequently traded REITs. 2 Dividend yield quoted in percent for the period end.

FTSE Nareit All Equity REITs

Returns (%)

Total

Price

Dividend Yield2

8.63

4.77

3.96

8.67

4.52

3.94

-4.04

-7.95

4.37

28.66 23.95

3.70

-5.12

-8.40

3.56

32.66 29.53

2.76

1.19

0.36

3.84

8.15

7.27

3.56

8.32

7.55

3.31

12.03 11.20

2.85

0.23

-0.48

2.92

9.07

8.84

2.76

2.77

2.29

2.85

4.36

4.25

2.73

2.08

1.97

2.69

-5.92

-6.38

2.92

7.08

6.98

2.79

1.86

1.74

2.76

3.44

3.42

2.86

2.43

2.43

2.79

0.04

0.04

2.79

1.48

1.44

2.76

-0.26

-0.28

2.77

0.63

0.58

2.76

45.73 15.33 11.06 11.40

7.10 11.18 10.50 11.28 10.30 11.89

41.50 11.38

7.06 7.40 2.96 6.39 5.17 5.57 4.08 5.24

FTSE Nareit Equity REITs

Returns (%)

Total

Price

Dividend Yield2

FTSE Nareit Mortgage REITs

Returns (%)

Total

Price

Dividend Yield2

8.52 5.23 -4.62 26.00 -8.00 36.15

4.63 1.04 -8.72 21.07 -11.52 32.75

1.44 11.57

8.87 12.02

0.98 10.56

0.50 10.59

8.00 11.18

0.21 10.32

2.61 4.81 1.84 -5.40 7.60 2.75

2.14 4.67 1.70 -5.86 7.51 2.61

3.93 1.82 0.22 1.79 -0.01 0.95

3.91 1.82 0.21 1.75 -0.05 0.90

51.80 13.87

9.67 10.59

6.60 10.79 10.18 11.02 10.07 11.69

47.17 9.67 5.47 6.44 2.35 5.91 4.79 5.26 3.81 5.00

4.01

22.85 10.00

10.60

4.15

19.79

8.73

9.83

4.63

-2.52 -12.30

11.48

3.97

21.33

9.62

9.77

3.86

-18.77 -26.77

8.99

2.82

20.50 13.03

8.31

4.28

6.41

3.82

10.54

3.86

26.22 23.06

8.99

3.57

11.87

9.84

8.27

3.04

6.69

4.58

7.97

3.09

-2.02

-4.04

8.41

2.82

3.04

2.54

8.31

3.04

1.76

0.35

7.97

2.91

-2.55

-2.93

8.25

2.87

2.88

2.66

8.05

3.09

-2.27

-3.71

8.41

2.88

3.85

3.44

8.23

2.82

-0.78

-0.86

8.31

2.93

1.53

1.45

8.22

2.88

1.31

1.30

8.12

2.88

-1.17

-1.29

8.23

2.83

2.41

2.41

8.03

2.84

-1.21

-1.29

8.15

2.82

-1.93

-1.93

8.31

54.07 4.74 7.43 8.05 1.84 5.99 4.76 6.20 4.81 6.23

41.69 -5.06 -2.72 -2.93 -9.17 -5.51 -6.46 -5.36 -6.82 -5.48

November 17, 2021

Property Sector/Subsector

FTSE Nareit All Equity REITs FTSE Nareit Equity REITs Industrial Office Retail

Shopping Centers Regional Malls Free Standing Residential Apartments Manufactured Homes Single Family Homes Diversified Lodging/Resorts Health Care Self Storage Timber Infrastructure Data Centers Specialty

Period to Date Performance (%)

Number Dividend Price Return

Total Returns

of REITs Yield 17-Nov-21 17-Nov-21

MTD

QTD

YTD

153

2.76

145

2.82

13

1.90

20

3.35

30

3.66

17

3.28

2

3.52

11

4.10

21

2.34

16

2.65

3

1.73

2

1.46

13

3.98

13

0.05

16

4.06

5

2.47

4

4.60

4

2.12

4

2.07

10

4.68

0.53

0.50

0.58 -0.36

0.74 0.70 1.49 0.19

0.39 0.44 0.42 0.13

-0.59

-0.90

1.47

1.31

0.69

0.67

0.72

-0.65

0.54

0.50

0.58 -0.36

0.74 0.70 1.49 0.19

0.39 0.44 0.42 0.13

-0.59

-0.90

1.47

1.31

0.69

0.70

0.72

-0.65

1.86

2.75

3.77 3.58

6.70 6.49 14.55 1.43

1.11 1.77 0.65 -1.53

2.19

2.40

3.06

0.30

8.16

-3.50

0.53

1.71

9.07

10.56

19.10 7.31

15.15 10.76 28.79

9.82

8.88 9.91 7.42 5.61

8.25

3.37

4.80

14.61

10.01

1.66

7.42

4.72

32.66

36.15

45.25 21.29

52.13 61.17 101.62 18.22

48.40 54.42 34.24 37.40

26.31

18.58

15.80

59.38

20.68

18.53

18.25

34.35

Compound Annual Total Returns (%) 1-Year 3-Year 5-Year 10-year

31.81

35.91

42.21 21.64

56.38 60.33 119.05 20.54

45.75 48.46 37.99 41.84

26.32

26.98

16.35

58.78

37.79

12.98

14.82

39.39

14.79

13.73

29.78 5.80

5.26 10.23

1.17 9.09

18.77 16.54 25.40 27.36

3.46

-3.03

6.99

25.36

16.33

20.36

24.57

13.21

12.43

11.14

25.71 4.39

3.01 2.60 0.72 10.44

15.78 14.27 24.48 17.10

2.96

2.16

7.93

19.18

9.45

21.68

20.41

12.40

12.25

11.53

21.31 7.73

7.70 8.01 6.33 11.06

13.49 12.31 21.90

-

6.07

6.61

8.28

18.19

10.77

-

-

-

FTSE Nareit Mortgage REITs

Home Financing Commercial Financing

33

8.31

20

9.53

13

6.48

-0.86

-0.78 -0.98

-0.86

-0.78 -0.98

-0.78

-0.84 -0.70

3.04

20.50

1.34

15.89

5.67

28.18

31.17

24.40 42.96

4.19

0.55 11.45

7.33

4.97 11.64

8.26

5.72 16.18

Source: FTSETM, Factset, Nareit?.

Disclaimer: The FTSE Nareit US Real Estate Index Series (Indexes) is calculated by FTSE International Limited (FTSE?), which is part of the London Stock Exchange Group plc (LSE Group). FTSE Russell? is a trading name of FTSE?, FTSE? and related trademarks and service marks owned or licensed to the LSE Group. Nareit? is the exclusive registered trademark of the National Association of Real Estate Investment Trusts?. All rights in the Indexes vest in FTSE? and Nareit?. All information is provided for information purposes only. Every effort is made to ensure that all information given in this publication is accurate, but no responsibility or liability can be accepted by any member of the LSE Group nor by Nareit? nor by their respective directors, officers, employees, partners or licensors for any errors or for any loss (including in negligence) from use of this publication or any of the information or data contained herein. Past performance is no guarantee of future results. Charts and graphs are provided for illustrative purposes only. Index returns shown may not represent the results of the actual trading of investable assets.

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download