NEOS ETF Trust NEOS Real Estate (IYRI) Performance
IYRI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.5% since Dec 31, 2025
- 1 year
- +1.0% total return
- Since first price
- +11.7% since 2025
IYRI trailing returns vs SPY, QQQ, AGG
| Period | IYRI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.2% | −0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.1% | −7.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.7% | −6.8% | +7.8% | +8.4% | −1.5% |
| YTD | +3.5% | −5.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +1.0% | −9.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 15, 2025 | +11.7% | −8.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IYRI vs SPY
From Jan 15, 2025: IYRI grew to $11,168, SPY to $13,072.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IYRI returns by calendar year
2026 is year to date.
IYRI annual returns table
| Year | IYRI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +3.5% | −9.6% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IYRI largest drawdowns
Now 6.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 5, 2025 | −12.1% | Apr 8, 2025 | Jun 23, 2025 | 34 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IYRI risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +3.9% |
| Volatility (annualized) | 10.3% |
| Sharpe ratio | 0.06 |
| Sortino ratio | 0.08 |
| Best month | +5.9% |
| Worst month | −6.1% |
| Best 12 months | +11.5% |
| Worst 12 months | −0.3% |
| Positive months | 60% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IYRI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 10 | −0.3% | +8.4% | +11.5% | 90% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
IYRI performance overview
NEOS ETF Trust NEOS Real Estate (IYRI) returned +1.0% over the past year, with distributions reinvested. Since its first recorded price on Jan 15, 2025 it has returned +11.7%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −12.1%, from Mar 5, 2025 to Apr 8, 2025, and it took 2 months to get back to the old high. Volatility has been 10.3% a year.
Related: IYRI chart, IYRI holdings, IYRI dividends, IYRI valuation. See the IYRI overview for the latest quote and fund facts.
IYRI performance FAQ
What is the IYRI return over the past year?
IYRI returned +1.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 9.4%.
How much would $10,000 invested in IYRI be worth?
$10,000 invested in IYRI at its first recorded close on January 15, 2025 would be worth about $11,168 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of IYRI?
The largest peak-to-trough decline was −12.1% between March 5, 2025 and April 8, 2025. It recovered to the old high on June 23, 2025, 2 months after the bottom.
How volatile is IYRI?
Over the past history IYRI had an annualized volatility of 10.3% and a Sharpe ratio of 0.06 (excess return over 1–3 month T-bills per unit of risk).