MSCI US REITS Fund Performance and Key Metrics Explained

The MSCI US REITs Fund is a popular investment option for those looking to tap into the US real estate market. It's a benchmark for the performance of US real estate investment trusts, or REITs.

One of the key metrics to look at is the fund's net asset value, or NAV, which has consistently outperformed its benchmark over the past five years. The fund's NAV has grown at an average annual rate of 10.2%.

The MSCI US REITs Fund has also shown impressive returns, with a five-year annualized return of 13.6%. This is significantly higher than the S&P 500's five-year annualized return of 12.1%.

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The MSCI US REIT Index is a benchmark for the US real estate investment trust (REIT) market. It's a widely followed index that tracks the performance of REITs in the US.

The index is designed to provide a comprehensive view of the US REIT market, with a broad range of constituents from various sectors. This includes everything from office and apartment buildings to shopping centers and healthcare facilities.

MSCI US REIT Index Total Returns are a key metric for evaluating the performance of the index.

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The JPMorgan BetaBuilders MSCI US REIT ETF has a legal name that's straightforward, making it easy to identify.

Its fund family name is JPMorgan Funds, which is a well-known and reputable name in the industry.

The ETF was launched on June 15, 2018, marking its inception date.

Here are some key details about the fund:

These details provide a solid foundation for understanding the fund's background and structure.

The performance of a fund is a crucial aspect to consider when making investment decisions. The MSCI US REIT Index Total Returns indicate a strong performance.

One of the key metrics to look at is the total return, which includes both dividend income and capital appreciation. The MSCI US REIT Index Total Returns is a benchmark that measures the performance of the US real estate investment trust (REIT) market.

Investors can expect a significant return on investment, as the MSCI US REIT Index Total Returns have consistently delivered strong results over time.

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The MSCI US REITs index is a widely followed benchmark for the US real estate investment trust (REIT) market. It includes 85 constituents, which are selected based on their market capitalization and liquidity.

The index has a relatively high concentration of large-cap REITs, with the top 10 constituents accounting for about 40% of the index's total market capitalization. This means that a significant portion of the index's performance is driven by the fortunes of a few large players.

The MSCI US REITs index has a relatively low turnover rate, with an average annual turnover of around 15%. This suggests that the index is relatively stable and less prone to sudden changes in its composition.

The index has a market capitalization range of $1.3 billion to $150 billion, indicating that the constituents are large and well-established companies.

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The MSCI US REITs index has shown a significant range of returns over the past few years, with a high of 43.0% in 2021.

In 2024, the BBRE Return was 8.2%, ranking 16.39% in its category. This is a relatively stable year compared to others.

The index's performance can be quite volatile, with a low of -24.7% in 2022. However, even in that year, it still managed to rank 24.58% in its category.

Here's a quick snapshot of the index's performance over the past few years:

Total Return Ranking (Calendar) is a crucial metric for investors to gauge their portfolio's performance. It's a way to compare your returns to those of your peers, giving you a sense of how you stack up.

A high rank in this metric doesn't necessarily mean you're doing well, as it's based on the performance of your category as a whole. For example, in 2020, the BBRE Return was -7.6%, but it ranked 75.68% in its category, indicating that many other investments performed even worse.

The Total Return Ranking metric can be influenced by various factors, such as market conditions and economic events. For instance, in 2022, the BBRE Return was -24.7%, but it still managed to rank 24.58% in its category, possibly due to the resilience of certain investment strategies.

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To get a better understanding of the Total Return Ranking metric, let's take a look at the actual rankings for each year.

In conclusion, Total Return Ranking (Calendar) is an important metric for investors to consider. By understanding how your returns compare to those of your peers, you can make more informed decisions about your investment strategy.

Dividend Yield Analysis is an essential metric to evaluate a company's investment potential. It's calculated by dividing the annual dividend payment per share by the stock's current price. In the case of BBRE, the dividend yield is 3.83%.

The dividend yield is a percentage, and it's often compared to the category average. For BBRE, the category low is 0.00% and the category high is 13.03%. This means that BBRE's dividend yield is significantly higher than the low end of the category, but still below the high end.

To put this into perspective, a higher dividend yield can be attractive to investors seeking regular income. However, it's essential to consider the company's financial health and growth prospects before making an investment decision.

Here's a comparison of BBRE's dividend yield to the category average:

The BBRE % Rank indicates that BBRE's dividend yield is higher than 21.43% of the companies in its category. This suggests that BBRE's dividend yield is relatively strong compared to its peers.