iShares US Real Estate (IYR) 52 Week Lows

Buy signal:            
        [ What are these indicators? ]
Profit target:             [ A higher % profit will take longer and is less likely to be achieved ]

Expectancy: 5.45%.   Win rate: 100%.   Mean CAGR: 155.6%. Time in market: 3 years 27 days.
Sharpe Ratio: -0.492. Maximum drawdown: 56.63% on 09 March 2009.

About this Chart's Calculations for US Real Estate

Expectancy calculation (win % x average win) - (loss % x average loss): (100% * 5.45%) - (0% * 0%) = 5.45%. To be a profitable trader you need to trade with a positive value for expectancy.

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return.

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

52 Week Lows - Profit Probability Projections

This table summarises how long it would take after buying the ETF at the 50 day lows to reach the specified percentage return. Note that past performance is not a guarantee of future performance. The calculations exclude the exceptionally volatile month of March 2020. Calculations also exclude dividends and other distributions to shareholders.

Date Days to Reach Profit Target
5% 6% 7.5% 10% 20%
2023 43 44 57 59 288
2022 69 76 83 80
2018 82 88 91 124
2016 13 16 21 23 90
2011 11 11 18 21 108
2009 13 14 14 35 41
2008 20 37 44 52 166
2007 9 11 92 35
Avg. Days 32 37 52 53 138
CAGR 74.5% 77.7% 66.1% 92.8% 62%

52 Week Lows - Backtest Trading Summary

This table summarises how profitable it would have been to have bought this ETF at each 50 day low. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. check_box_outline_blank = profit point achieved but CAGR was less than 5%.

Signal Date Price Performance (mouseover for details)
5% 6% 7.5% 10% 20%
02 October 2023 $77.30 select_check_box select_check_box select_check_box select_check_box select_check_box
23 September 2022 $85.96 select_check_box select_check_box select_check_box select_check_box check_box_outline_blank
13 June 2022 $89.20 select_check_box select_check_box select_check_box select_check_box check_box_outline_blank
10 June 2022 $92.98 select_check_box select_check_box select_check_box select_check_box disabled_by_default
10 May 2022 $95.22 select_check_box select_check_box select_check_box disabled_by_default disabled_by_default
12 March 2020 $67.31 select_check_box select_check_box select_check_box select_check_box select_check_box
08 February 2018 $60.07 select_check_box select_check_box select_check_box select_check_box check_box_outline_blank
09 February 2016 $51.00 select_check_box select_check_box select_check_box select_check_box select_check_box
03 October 2011 $31.80 select_check_box select_check_box select_check_box select_check_box select_check_box
27 February 2009 $14.26 select_check_box select_check_box select_check_box select_check_box select_check_box
12 November 2008 $18.87 select_check_box select_check_box select_check_box select_check_box select_check_box
06 October 2008 $29.14 check_box_outline_blank check_box_outline_blank check_box_outline_blank check_box_outline_blank check_box_outline_blank
14 July 2008 $31.47 select_check_box select_check_box select_check_box select_check_box select_check_box
03 January 2008 $34.69 select_check_box select_check_box select_check_box select_check_box disabled_by_default
20 November 2007 $36.10 select_check_box select_check_box select_check_box disabled_by_default disabled_by_default
15 August 2007 $36.25 select_check_box select_check_box select_check_box select_check_box check_box_outline_blank

52 Week Lows - Compound Annual Growth Rate (CAGR) Summary

Compound Annual Growth Rate (CAGR) shows the annual percentage performance had the investment grown at the same rate over one year. Cross reference the figures in the tables below with the backtesting results tables above to see how long it took to achieve profitability after buying this ETF at the specific 50 day low. A red (empty) table cell shows that the specific profit point has not yet been achieved. Calculations exclude dividends or other distributions this fund may distribute to fund holders.

Date Price Gains / CAGR
5% 6% 7.5% 10% 20%
02 October 2023 $77.30 51.3 62.2 58.9 80.3 26.0
23 September 2022 $85.96 15.4 18.5 22.5 30.4
13 June 2022 $89.20 256.8 72.5 82.3 116.6
10 June 2022 $92.98 44.9 54.3 54.2 69.4
10 May 2022 $95.22 21.4 26.0 31.3
12 March 2020 $67.31 24.3 29.2 37.4 50.6 25.0
08 February 2018 $60.07 24.3 27.3 33.7 32.4
09 February 2016 $51.00 293.5 277.8 252.0 353.8 109.5
03 October 2011 $31.80 404.9 591.5 333.2 424.2 85.2
27 February 2009 $14.26 293.6 356.6 564.4 170.3 406.8
12 November 2008 $18.87 98.4 126.5 112.9 170.2 28.4
06 October 2008 $29.14
14 July 2008 $31.47 >10,000 >10,000 2,613.3 4,672.6 170.0
03 January 2008 $34.69 74.4 29.6 34.1 36.4
20 November 2007 $36.10 185.1 249.4 16.0
15 August 2007 $36.25 >10,000 3,364.2 4,216.6 170.2

The data for iShares US Real Estate (exchange: ARCX symbol: IYR) was last updated 30 Apr 2026 07:46. Data for this ETF is available from 19 Jun 2000 - 29 Apr 2026.