FTSE Nareit U.S. Real Estate Index Series Daily Returns
[Pages:4]December 26, 2023
FTSE Nareit U.S. Real Estate Index Series Daily Returns
December 26, 2023
Date
US Treasury 10-Year Note1
Standard & Poors
S&P 500
Utilities
2018
2.69
2019
1.91
2020
0.87
2021
1.44
2022
3.87
4,984.22 6,553.57 7,759.35 9,986.70 8,178.02
709.69 896.67 901.01 1,060.21 1,076.82
Aug-23
4.09
Sep-23
4.57
Oct-23
4.91
Nov-23
4.35
9,709.68 9,246.74 9,052.31 9,879.02
976.59 921.63 933.50 981.76
1-Dec-23
4.22
8-Dec-23
4.23
15-Dec-23
3.92
22-Dec-23
3.90
9,937.89 9,961.50 10,213.48 10,292.37
993.99 991.94 1,001.29 988.63
26-Dec-23
3.90
10,335.98
995.00
Dow Jones Industrials
Russell 2000 Total Return Indexes
2000
Growth
Value
51,462.77 64,505.48 70,778.10 85,602.90 79,728.48
End of Year Values
6,722.15
6,026.19
8,437.98
7,742.66
10,122.27 10,424.12
11,622.28 10,719.62
9,247.10
7,894.20
10,095.96 12,356.85 12,929.50 16,584.72 14,182.70
84,804.82 81,907.37 80,875.39 88,279.19
End of Month Values
10,075.40
8,894.79
9,482.24
8,308.09
8,835.56
7,667.36
9,635.26
8,365.38
14,882.76 14,107.61 13,266.08 14,460.23
89,039.03 89,075.22 91,685.89 91,884.48
End of Week Values
9,921.12
8,585.21
10,020.26
8,660.55
10,580.92
9,150.65
10,842.55
9,377.37
14,935.41 15,101.67 15,937.62 16,330.99
Current Week's Daily Index Values
92,276.16
10,977.36
9,492.20
16,536.91
Nasdaq Composite
7,709.91 10,539.04 15,272.97 18,660.07 12,588.95
16,980.56 16,001.59 15,560.68 17,246.38
17,342.80 17,464.39 17,963.84 18,183.22
18,282.20
FTSE Nareit All REITs
Total
Price
6,852.72 8,776.18 8,261.85 11,556.48 8,655.30
188.43 231.68 209.94 284.61 205.29
8,815.64 8,207.82 7,918.46 8,861.97
203.78 188.24 181.24 202.45
9,075.35 9,059.68 9,554.63 9,585.96
207.32 206.78 217.48 218.10
9,669.86
219.98
Date
US Treasury 10-Year Note1
Standard & Poors
S&P 500
Utilities
2019 2020 2021 2022 2023
-0.78 -1.04 0.57 2.43 0.03
31.49 18.40 28.71 -18.11 26.39
26.35 0.48
17.67 1.57 -7.60
Dow Jones Industrials
Russell 2000 Total Return Indexes
2000
Growth
Value
Annual Percentage Change
25.34
25.52
28.48
9.72
19.96
34.63
20.95
14.82
2.83
-6.86
-20.44
-26.36
15.74
18.71
20.24
22.39 4.63
28.27 -14.48 16.60
Sep-23 Oct-23 Nov-23 Dec-23
0.48 0.33 -0.56 -0.45
-4.77 -2.10 9.13 4.63
Monthly Percentage Change (Including Current Month to Date)
-5.63
-3.42
-5.89
-6.60
-5.21
1.29
-1.26
-6.82
-7.71
-5.97
5.17
9.15
9.05
9.10
9.00
1.35
4.53
13.93
13.47
14.36
8-Dec-23 15-Dec-23 22-Dec-23 26-Dec-23
0.01 -0.32 -0.01 -0.01
Weekly Percentage Change (Including Current Week to Date)
0.24
-0.21
0.04
1.00
0.88
1.11
2.53
0.94
2.93
5.60
5.66
5.54
0.77
-1.26
0.22
2.47
2.48
2.47
0.42
0.64
0.43
1.24
1.22
1.26
26-Dec-23
-0.01
0.42
0.64
Source: FTSETM, Factset, Nareit?.
Notes: 1 Ten-year Treasury Note yield changes in percentage points.
Latest Daily Percentage Change
0.43
1.24
1.22
1.26
Nasdaq Composite
36.69 44.92 22.18 -32.54 45.22
-5.77 -2.76 10.83 6.01
0.70 2.86 1.22 0.54
0.54
FTSE Nareit All REITs
Total
Price
28.07 -5.86 39.88 -25.10 11.72
22.95 -9.38 35.57 -27.87 7.16
-6.89 -3.53 11.92 9.12
-7.63 -3.72 11.70 8.66
-0.17 5.46 0.33 0.88
-0.26 5.17 0.29 0.86
0.88
0.86
December 26, 2023
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)
2018
-4.10
-8.34
4.80
2019 28.07 22.95
4.06
2020
-5.86
-9.38
3.84
2021 39.88 35.57
2.85
2022 -25.10 -27.87
4.37
2023 11.72
7.16
4.22
-3.94 28.21 -5.98 40.02 -25.02 11.76
-8.21 23.03 -9.51 35.70 -27.78
7.19
4.82
-2.12
-6.02
4.07
29.22 24.59
3.84
-2.77
-6.16
2.85
42.29 38.12
4.35
-24.99 -27.55
4.21
11.31
7.06
4.20 3.52 3.45 2.59 4.00 3.86
Quarter (including current quarter to date)
2022: Q3 -11.18 -11.98
4.39
Q4
4.51
3.32
4.37
2023: Q1
1.49
0.40
4.46
Q2
1.60
0.41
4.44
Q3
-8.04
-9.04
4.82
Q4 17.81 16.86
4.22
-11.19 4.49 1.56 1.57 -8.07
17.85
-11.98 3.30 0.45 0.39 -9.07
16.90
4.37
-10.82 -11.55
4.35
3.89
2.81
4.43
1.98
0.96
4.42
1.27
0.16
4.81
-8.58
-9.48
4.21
17.89 16.96
3.96 4.00 4.06 4.08 4.42 3.86
Month (including current month to date)
July
2.11
1.98
4.31
August
-3.27
-3.44
4.47
September
-6.89
-7.63
4.82
October
-3.53
-3.72
5.01
November 11.92 11.70
4.51
December
9.12
8.66
4.22
2.11 -3.26 -6.93 -3.50 11.97 9.07
1.97 -3.43 -7.66 -3.69 11.75 8.61
4.29
1.66
1.55
4.45
-3.23
-3.38
4.81
-7.06
-7.75
5.00
-3.16
-3.32
4.49
12.20 12.01
4.21
8.50
8.01
3.97 4.11 4.42 4.58 4.12 3.86
Week (including current week to date)
24-Nov-23
0.80
0.80
4.62
1-Dec-23
5.01
4.96
4.40
8-Dec-23
-0.17
-0.26
4.41
15-Dec-23
5.46
5.17
4.25
22-Dec-23
0.33
0.29
4.25
26-Dec-23
0.88
0.86
4.22
0.82 5.02 -0.19 5.46 0.32 0.87
0.82 4.97 -0.28 5.18 0.28 0.86
4.61 4.39 4.40 4.24 4.24 4.21
0.93 5.04 -0.34 5.39 0.26 0.81
0.93 5.00 -0.44 5.07 0.22 0.80
4.23 4.03 4.05 3.93 3.89 3.86
Historical (compound annual rates at month-end)
1-Year
-2.83
-7.15
-2.70
3-Year
3.30
-0.52
3.37
5-Year
3.60
-0.33
3.65
10-Year
6.86
2.63
6.90
15-Year 11.07
6.36
11.03
20-Year
7.45
2.66
7.37
25-Year
8.57
3.10
8.51
30-Year
8.81
3.00
8.75
35-Year
8.69
2.19
8.64
40-Year
8.59
1.68
8.55
Source: FTSETM, Factset, Nareit?.
-7.03 -0.44 -0.29 2.65 6.30 2.55 3.02 2.93 2.13 1.63
-2.18 3.85 5.05 7.73 11.43 8.26
-
-6.19 0.27 1.39 3.82 7.05 3.84
-
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
-4.04
-7.95
4.37
28.66 23.95
3.70
-5.12
-8.40
3.56
41.30 37.29
2.59
-24.95 -27.46
3.97
11.46
7.19
3.89
-10.83 -11.54
3.95
4.14
3.06
3.97
1.74
0.72
4.07
1.20
0.10
4.08
-8.33
-9.25
4.44
18.09 17.15
3.89
2.00
1.88
3.97
-3.33
-3.49
4.12
-7.04
-7.70
4.44
-3.12
-3.30
4.59
11.86 11.66
4.14
8.96
8.50
3.89
0.87
0.87
4.24
5.01
4.97
4.04
-0.15
-0.24
4.05
5.42
5.12
3.92
0.27
0.23
3.92
0.85
0.84
3.89
-2.79 3.58 4.05 7.10 11.35 8.01 8.99 9.21 9.58 10.10
-6.78 0.07 0.44 3.25 7.19 3.70 3.95 3.82 3.64 3.80
FTSE Nareit Equity REITs
Returns (%)
Total
Price
Dividend Yield2
-4.62
-8.72
4.63
26.00 21.07
3.97
-8.00 -11.52
3.86
43.24 38.98
2.72
-24.37 -27.02
4.15
13.94
9.50
4.00
-9.94 -10.76
4.21
5.24
4.17
4.15
2.68
1.60
4.25
2.62
1.53
4.20
-7.13
-8.13
4.49
16.43 15.53
4.00
2.85
2.70
4.04
-3.11
-3.28
4.18
-6.80
-7.51
4.49
-4.36
-4.50
4.70
10.56 10.34
4.29
10.12
9.64
4.00
0.96
0.96
4.37
4.64
4.61
4.18
0.26
0.16
4.17
6.05
5.77
4.02
0.00
-0.05
4.03
0.91
0.89
4.00
-1.85 5.00 3.58 6.66 10.94 7.71 8.74 9.01 9.40 9.95
-5.93 1.32 -0.22 2.64 6.65 3.31 3.63 3.56 3.41 3.61
FTSE Nareit Mortgage REITs
Returns (%)
Total
Price
Dividend Yield2
-2.52 21.33 -18.77 15.64 -26.61 18.66
-12.30 9.62
-26.77 6.40
-34.76 7.00
-19.39 13.60 -2.81 10.73 -2.17 12.70
-21.90 9.58 -5.86 7.39 -5.12
11.56
4.51 -1.87 -4.61 -11.53 14.36 11.39
4.08 -2.21 -6.78 -11.99 13.93 11.25
-0.24 5.13 -1.24 6.54 1.37 1.29
-0.26 4.95 -1.25 6.49 1.30 1.29
-0.69 -1.05 -3.41 3.55 6.73 0.29 3.80 4.77 4.16 3.91
-12.65 -11.10 -13.17
-6.86 -4.85 -10.36 -7.63 -6.56 -7.35 -7.55
11.48 9.77 8.99 8.91
13.43 11.10
15.03 13.43 13.30 11.86 12.71 11.10
11.29 11.56 12.71 14.39 12.62 11.10
12.84 12.24 12.26 11.51 11.24 11.10
December 26, 2023
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 Timberland Telecommunications Data Centers Gaming Specialty
Period to Date Performance (%)
Number Dividend Price Return
Total Returns
of REITs Yield
26-Dec-23 26-Dec-23
MTD
QTD
YTD
140
3.89
0.84
133
4.00
0.89
11
2.79
0.79
19
4.94
1.79
30
4.85
0.97
17
4.11
0.65
3
5.24
1.01
10
5.27
1.24
19
3.61
0.53
14
4.01
0.73
3
2.75
0.05
2
2.97
0.23
12
7.14
1.16
12
3.38
1.35
15
4.61
0.65
4
4.08
1.50
3
2.54
0.69
4
3.48
0.55
2
2.64
0.48
2
5.43
1.05
7
4.47
0.76
0.85
8.96
18.09
11.46
0.91
10.12
16.43
13.94
0.79
15.22
17.23
19.25
1.79
21.57
25.61
3.74
0.97
11.06
22.19
11.28
0.65
10.39
17.14
13.41
1.01
17.70
35.37
30.95
1.24
7.12
18.51
-1.50
0.62
7.33
9.02
7.23
0.73
10.38
8.24
5.24
0.05
1.87
12.13
2.00
0.76
2.21
9.04
21.06
1.21
10.07
20.85
-7.23
1.35
13.25
24.39
25.40
0.67
5.28
10.89
14.36
1.50
20.24
22.60
17.62
0.69
10.09
13.75
15.43
0.55
2.32
30.18
-1.86
0.48
-1.36
11.94
30.29
1.05
7.22
10.09
3.23
0.76
9.34
22.59
22.39
Compound Annual Total Returns (%)
1-Year
3-Year
5-Year 10-year
11.08 13.57 18.57
3.62 10.76 13.48 30.25 -2.36
7.31 5.50 2.36 19.92 -7.96 26.12 14.53 16.82 13.47 -2.08 29.68
21.43
6.28 7.76 12.12 -7.00 13.98 18.10 24.98 3.81 6.04 6.17 2.39 8.70 0.81 8.17 1.33 15.98 5.86 -1.05 6.04
19.66
7.75 7.57 18.41 -3.10 3.98 7.99 2.21 4.36 6.61 4.83 9.11 14.16 -0.39 2.17 2.51 14.83 13.94 7.54 15.81
15.19
7.95 7.64 15.93 0.82 3.92 4.64 2.66 6.99 9.90 8.47 16.25
1.78 2.62 4.89 13.64 5.51 11.17
-
FTSE Nareit Mortgage REITs
Home Financing Commercial Financing
34
11.10
1.29
16
12.31
1.07
18
9.68
1.55
1.29
11.39
12.70
18.66
1.07
10.52
10.99
15.38
1.55
12.47
14.86
22.99
15.55
0.43
-0.18
4.40
12.29
-1.33
-2.91
3.27
19.87
2.95
5.07
6.10
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.
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