Dow Jones Real Estate Indices S&P Global Property Indices
Dow Jones Real Estate Indices S&P Global Property Indices
SCORECARD
Q2 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
Contact Us:
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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
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 1.9% 1.8% 0.8% 1.7% 1.9% -1.6% 0.8% 2.5%
YTD 19.2% 19.2% 16.7% 18.7% 19.4%
7.6% 16.7% 18.4%
1-Year 12.1% 12.8% 9.8% 12.6% 13.1% 4.5% 9.8% 10.9%
3-Year 6.4% 6.4% 3.7% 6.2% 5.9%
10.6% 3.7% 8.9%
5-Year 8.5% 8.6% 7.6% 8.7% 8.9% 7.9% 7.6%
10.7%
10-Year 15.2% 15.3% 15.4% 15.4% 15.9% 10.0% 15.4% 18.9%
3-Year 11.7% 11.6% 12.5% 11.6% 11.9% 11.3% 12.5% 12.1%
5-Year 13.1% 13.1% 14.3% 13.1% 13.5% 11.9% 14.3% 13.6%
10-Year 15.3% 15.4% 16.6% 15.1% 15.7% 13.1% 16.5% 16.9%
DJ U.S. Select REIT Apartments Diversified Factory Outlets Health Care Hotels Industrial Malls Manufactured Homes Office Self-Storage Strip Centers
June 28, 2019
QTD 1-Year 2.8% 21.2% -3.7% -1.2% -21.2% -26.4% 4.6% 24.8% -3.2% -9.6% 7.6% 20.1% -12.8% -8.4% 8.3% 35.1% -3.3% 1.5% 7.5% 8.2% -1.9% 4.5%
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
3.97
2.52
17.7
41.3
33.7
6.8
3.83
2.66
17.5
38.8
34.0
7.1
3.81
2.44
16.9
32.3
39.4
8.6
4.14 3.73 10.74 3.81 3.75
2.51
17.54
42.71
34.65
8.31
2.74
17.53
39.34
42.46
8.28
1.08
10.73 -45.73
8.69
9.28
2.44
16.91
32.32
39.44
8.56
2.22
16.20
31.57
38.00
6.79
Source: S&P Dow Jones Indices LLC. Data as of June 28, 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
June 28, 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 0.6% 0.4% 0.9% 2.3% -3.8% -3.8% 6.1% 1.2% 2.0% 0.8% 4.7%
-3.4%
-3.4% 3.4%
YTD 14.6% 11.9% 16.7% 14.6%
6.7% 6.7% 7.3% 15.7% 13.9% 16.7% 16.3%
8.9%
8.9% 4.4%
1-Year 7.8% 5.0% 9.9%
14.7% -9.5% -9.5% -5.9% 8.8% 6.8% 9.7% 20.3%
-13.5%
-13.5% -8.5%
Div Yield 3.93 4.10 3.85 3.59 5.39 4.56
3-Year 4.0% 4.6% 3.7% 7.5% 2.3% 2.3% 4.3% 4.0% 4.5% 3.7% 7.8%
1.3%
1.3% 3.3%
5-Year 10-Year 5.5% 12.5%
2.8% 7.3% 5.4% -0.7% -0.7%
9.6% 15.1% 10.2%
8.9% 8.8%
3.1% 6.4% 3.8% 7.5% 8.5%
6.7% 13.5% 10.8% 15.3% 12.9%
-1.7%
8.3%
-1.6% 2.6%
8.3% 6.4%
3-Year 5-Year 10-Year 10.2% 11.6% 14.5%
9.6% 12.3%
9.2% 14.0% 14.0%
10.8% 14.1% 10.6% 15.3% 15.3%
14.7% 16.2% 14.2% 19.8% 19.8%
22.5% 10.7% 10.1% 12.4%
9.7%
24.3% 12.1% 10.9% 14.2% 11.1%
23.7% 14.8% 14.7% 16.3% 14.2%
16.1% 16.9% 20.6%
16.1% 16.9% 20.6% 22.5% 24.3% 23.7%
12-M 1-Year
Trailing Forward
P/B P/CF
P/E
P/E P/S
1.56
16.5
20.7
25.5
7.6
1.04
15.9
13.9
17.3
6.5
2.34
16.8
30.2
37.3
8.5
1.19
15.8
15.3
21.2
5.5
0.77
14.2
18.0
15.1
9.5
0.86
16.0
12.5
13.8
9.9
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
4.07 4.58 3.85 3.94 5.39 5.39
1.70 1.08 2.34 1.35 0.77 0.77
16.6 16.0 16.8 17.0 14.2 14.2
23.9 16.1 30.2 16.4 18.0 18.0
29.0
9.3
19.3 11.2
37.3
8.5
24.1 13.2
15.1
9.5
15.1
9.5
QTD 3.0% 0.7% -21.2% 4.6% -2.3% 7.6% -8.3% 8.3% -1.1% 7.5% 0.3%
1-Year 20.7%
3.6% -26.4% 24.8%
-7.0% 19.1% -10.8% 35.1%
6.6% 8.2% 12.1%
QTD 4.3% 1.5%
7.8% -4.0% 2.2% 3.2%
1-Year 15.2%
4.0% -
14.8% -13.5%
15.3%
24.8%
Source: S&P Dow Jones Indices LLC. Data as of June 28, 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
June 28, 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 0.4% -0.4% 0.1% 1.6% 2.9% 3.6% 2.9%
YTD 15.0% 13.8% 13.5% 16.2% 15.3% 16.3% 13.6%
1-Year 7.9% 9.1% 5.7%
10.1% 8.7% 5.0% 0.8%
3-Year 6.1% 4.8% 8.0% 4.6% 5.8%
12.0% 9.7%
5-Year 5.9% 6.0% 4.7% 6.4% 4.5% 6.5% 2.9%
10-Year 11.1% 11.5% 8.9% 13.4% 10.9% 10.9% 7.5%
3-Year 9.8%
10.2% 10.5% 10.5%
9.8% 11.2% 11.1%
5-Year 11.1% 11.8% 11.8% 11.8% 10.7% 11.7% 12.3%
10-Year 14.0% 14.0% 15.0% 14.5% 14.5% 13.6% 14.8%
S&P Global Property Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD 0.0% -2.0% 9.5% -0.5% 3.0% -3.7% 4.5% 3.1% 0.0%
1-Year 7.0% -6.4%
23.6% 6.6%
22.0% 1.2% 6.5% 9.6% 9.5%
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
12-Month 1-Year
Trailing Forward
Div Yield
P/B
P/CF
PE
P/E
P/S
4.01
1.37
15.2
16.4
18.9
4.0
3.54
1.69
15.3
16.7
19.5
3.9
3.97
1.03
14.2
11.6
13.1
2.8
4.34
1.66
16.5
24.3
27.9
8.9
4.78
1.10
16.1
16.3
18.3
9.8
2.47
2.10
12.9
19.0
16.3
1.6
3.15
1.49
13.0
15.6
14.1
1.2
S&P Global REIT Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD 3.7% -2.3% 9.5% -0.2% 3.0% -4.3% 4.5% 3.0% 3.4%
1-Year 10.9% -6.4% 23.6% 7.0% 22.0% 0.1% 6.5% 9.5% 21.3%
Source: S&P Dow Jones Indices LLC. Data as of June 28, 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 0.3% -0.3% 0.9% 0.9% -2.5% 0.5% 1.5% 2.8% 0.8% 0.8% -2.0% 5.3% 3.8% 3.4% 4.1% 4.1% 4.7% 1.3%
YTD 14.8% 12.7% 16.9% 16.8%
8.6% 14.1% 16.3% 15.5% 16.8% 16.7% 10.4% 17.6% 16.8% 14.1% 18.8% 18.7% 16.5%
9.4%
1-Year 7.8% 5.0%
10.7% 10.6% -4.7%
9.5% 10.3%
9.3% 10.9% 10.8% -9.9% 20.6%
5.2% 0.1% 8.6% 8.9% 1.6% -2.7%
3-Year 5.5% 7.1% 4.1% 3.9% 5.2% 7.9% 4.7% 6.3% 4.0% 3.9% 1.8% 8.5%
12.0% 9.3%
13.7% 14.0% 10.0%
8.9%
5-Year 5.9% 4.4% 7.3% 7.5% 3.0% 5.1% 6.7% 5.1% 7.5% 7.6% -1.0% 8.6% 6.9% 2.8% 9.5%
10.1% 2.3% 4.2%
10-Year 11.8% 9.6% 15.2% 15.3% 10.0% 9.4% 13.6% 11.3% 15.3% 15.4% 7.8% 13.3% 11.4% 7.7% 14.1% 14.7% 8.2% 7.4%
3-Year 9.8% 9.8%
12.4% 12.5% 13.0%
9.9% 10.7%
9.8% 12.4% 12.5% 14.5%
9.5% 11.4% 11.1% 12.3% 12.5% 12.4% 10.8%
5-Year 11.1% 10.9% 13.9% 14.2% 14.0% 11.3% 11.9% 10.6% 14.0% 14.2% 15.6% 11.0% 11.7% 12.1% 12.2% 12.3% 13.2% 12.1%
10-Year 14.0% 14.6% 16.0% 16.3% 18.8% 14.9% 14.6% 14.5% 16.0% 16.3% 19.8% 14.3% 13.4% 14.7% 13.2% 13.1% 16.7% 13.3%
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 3.95 3.83 4.09 4.07 4.27 3.60
4.24 4.51 4.12 4.10 5.23
P/B 1.42 1.01 2.25 2.33 0.95 1.03
1.70 1.13 2.27 2.33 0.86
P/CF 16.2 15.6 16.8 16.8 17.1 15.0
12-M 1-Year
Trailing Forward
P/E
P/E
17.7
22.5
11.9
15.5
31.3
37.2
33.6
39.5
11.5
15.0
12.2
15.9
16.5
23.8
29.1
16.2
15.3
19.4
16.7
31.5
37.4
16.7
33.6
39.3
15.1
16.8
15.7
P/S 5.2 3.7 8.3 8.4 8.0 2.9
9.0 10.2
8.3 8.4 9.1
June 28, 2019
SECTOR RETURNS
S&P Developed Property Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD -0.1% -2.3% 9.5% -0.5% 3.0% -4.5% 4.5% 2.9% -0.1%
1-Year 6.5% -6.4%
23.5% 6.6%
22.0% -0.3% 6.5% 9.2% 11.3%
S&P Developed REIT Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD 3.8% -2.3% 9.5% -0.2% 3.0% -4.6% 4.5% 2.8% 3.4%
1-Year 13.0% -6.3% 23.5%
7.0% 22.0% -0.2%
6.5% 9.1% 21.7%
Source: S&P Dow Jones Indices LLC. Data as of June 28, 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 1.5% 4.6% 1.5% 0.4% 9.2% 1.3% 6.9% -0.4% 5.0%
YTD 16.6% 12.8% 12.1% 18.2% 23.8%
9.4% 20.2% 25.5% 14.1%
1-Year 8.3% 2.0% 3.1%
10.7% 30.5% -2.7% 17.2%
4.3% 20.7%
3-Year 11.8%
0.0% 11.3% 17.4% 15.5%
8.9% 0.8% -3.3% 11.9%
5-Year 6.1% -1.5% 3.4%
11.7% 11.3%
4.2% -7.1% -9.2% -0.2%
10-Year 5.9% 6.4% 6.4% 7.7%
13.7% 7.4% 5.9% 3.2%
3-Year 15.8% 14.8% 12.9% 18.9%
9.7% 10.8% 19.3% 25.0% 19.4%
5-Year 18.2% 16.4% 15.2% 21.1% 10.6% 12.1% 20.8% 22.6% 23.4%
10-Year 20.2% 17.1% 17.1% 23.1% 11.4% 13.3% 23.0% 22.6%
June 28, 2019
SECTOR RETURNS
S&P Emerging Property Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD 0.6% 11.3% 11.4% -0.2%
3.1%
1.2%
1-Year 8.8% -7.2%
28.1% -10.0%
16.4%
-3.0%
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 4.51 8.27 2.93 3.77 4.62 2.50 4.64 8.63 3.15
P/B 1.09 0.83 1.60 1.21 1.66 1.79 0.96 0.68 1.61
P/CF 10.4 NM 20.7 NM NM 20.9 10.4
7.5 13.2
12-M Trailing
P/E 10.7 198.4 14.3
9.1 17.6 17.0 10.2
7.2 15.5
1-Year Forward
P/E 8.2 10.8 12.7 7.8 20.2 14.1 12.7 8.5 12.9
P/S 1.5 6.1 1.4 1.2 13.7 1.4 7.5 6.1 1.4
S&P Emerging REIT Diversified Hotel/Resort/Leisure Industrial Office Space Health Care Retail Storage Specialty Residential
QTD 2.6%
10.8% 32.0%
7.7%
-
1-Year -4.1% 29.3%
-55.3% -
11.9% -
Source: S&P Dow Jones Indices LLC. Data as of June 28, 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)
June 28, 2019
PROPERTY INDEX PERFORMANCE
Developed
QTD
Australia
3.3%
Austria
7.2%
Belgium
4.2%
Canada
0.3%
Finland
3.6%
France
-3.2%
Germany
-8.1%
Hong Kong
-3.4%
Israel
14.3%
Italy
-1.2%
Japan
0.1%
Netherlands
-4.5%
New Zealand
10.4%
Norway
4.1%
Singapore
7.1%
Spain
6.7%
Sweden
3.6%
Switzerland
7.1%
United Kingdom
-4.4%
United States
0.9%
Emerging
QTD
Brazil
18.8%
Chile
4.2%
China
-2.3%
Egypt
-3.8%
Greece
48.6%
Indonesia
12.1%
Malaysia
-0.5%
Mexico
-0.4%
Philippines
4.7%
Poland
8.3%
Qatar
-4.8%
South Africa
7.1%
Taiwan
0.2%
Thailand
12.4%
Turkey
-21.3%
United Arab Emirates
-0.6%
YTD 19.1% 19.6% 16.1% 19.0% 17.1%
8.6% 1.6% 16.6% 37.1% 16.1% 9.0% -6.7% 22.1% 17.5% 21.3% 12.8% 16.4% 16.4% 8.2% 16.8% YTD 15.6% 23.9% 19.1% 15.1% 85.9% 18.4% 3.9% 22.8% 19.1% 13.4% -5.7% 6.7% 8.9% 21.6% -26.3% 9.4%
1-Year 11.6% 11.6% 16.9% 12.1% 17.2% -17.6% -4.0% 10.7% 32.6%
0.7% 5.6% -23.7% 31.2% 16.2% 18.5% -6.6% 26.7% 11.6% -9.9% 10.6% 1-Year 50.1% -2.1% 10.2% -19.4% 75.6% 9.3% -8.8% 3.4% 23.0% 12.5% 7.2% -5.1% 5.6% 20.9% -51.3% -10.7%
3-Year 6.8%
20.8% 12.8%
7.8% 14.3% -3.6%
9.6% 14.7% 18.6% 13.6%
3.5% -4.3% 11.2% 17.2% 13.1% 13.4% 15.3% 7.5% 1.1% 3.9% 3-Year 6.1% 12.2% 26.5% -4.1% 35.8% -13.2% -3.1% -3.6% 5.9% 10.1% 1.1% -0.4% 10.4% 14.7% -37.2% -7.6%
5-Year 7.0% 9.0% 9.7% 3.8% 3.0% -3.2%
13.0% 8.6%
11.2% -0.8% 1.9% -6.1% 9.6% 9.0% 6.0% 6.0% 12.5% 7.6% -2.8% 7.5% 5-Year -4.4% 10.6% 18.3% -12.3% 13.4% -5.2% -6.2% -9.6% 9.1% 3.1%
1.1% 4.1% 9.1% -26.4%
-
10-Year 12.5% 13.2% 9.5% 12.7% 10.1% 8.1% 13.7% 8.9% 13.7% -2.9% 7.9% 1.0% 15.4% 9.5% 10.1% -10.5% 20.6% 11.8% 7.4% 15.3%
10-Year 5.4%
14.3% 8.5% -6.9%
14.1% 1.2% 4.0% -
18.6% -1.1%
6.8% 7.8% 19.5% -11.6%
-
STANDARD DEVIATION
3-Year
5-Year
12.0%
14.0%
15.1%
18.1%
11.1%
12.5%
11.2%
13.8%
19.4%
19.8%
16.5%
17.0%
17.6%
17.5%
16.5%
18.3%
14.6%
14.9%
21.0%
24.0%
9.4%
10.0%
16.8%
17.3%
14.2%
15.4%
15.7%
17.6%
13.7%
14.7%
15.0%
16.6%
16.1%
16.9%
11.2%
14.4%
16.6%
18.3%
12.5%
14.2%
3-Year
5-Year
35.3%
38.6%
22.6%
21.1%
25.2%
29.3%
33.6%
32.9%
23.8%
26.0%
24.5%
29.1%
14.0%
15.9%
25.0%
22.5%
17.9%
17.9%
18.0%
21.5%
20.2%
-
21.6%
23.3%
12.9%
18.2%
14.4%
14.8%
30.3%
30.3%
17.3%
-
10-Year 18.4% 28.5% 14.9% 15.3% 26.6% 22.3% 20.6% 20.9% 20.0% 31.9% 16.9% 22.7% 16.9% 30.1% 17.9% 46.9% 23.3% 15.1% 20.3% 16.3%
10-Year 33.9% 24.2% 31.1% 38.5% 35.2% 18.1% 23.0% 29.7% 23.3% 21.3% 26.5% 36.0% -
Source: S&P Dow Jones Indices LLC. Data as of June 28, 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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