USRT ETF

USRT ETF
$61.42
See how much of USRT you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.14%
3 Months
-6.63%
6 Months
+4.61%
YTD
+8.90%
1 Year
+7.99%
3 Years (annualized)
+11.91%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USRT have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE Nareit Equity REITs 40 Act Capped Index(FTRE)
This ETF (YTD)
+8.90%
Peer Avg (YTD)
+4.73%
vs Peers
+4.17%

USRT ETF Performance

USRT performance across multiple time periods: 1-month -6.14%, YTD 8.90%, 1-year 7.99%, 3-year 11.91%, 5-year 4.11%, 10-year 5.95%.

USRT returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

USRT vs another fund shows side-by-side returns. USRT alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.14%N/A
3 Months-6.63%N/A
6 Months+4.61%N/A
1 Year+7.99%N/A
3 Years+11.91%N/A
5 Years+4.11%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized