CMBS Total Return (19 insightful charts)



This page includes 19 unique total return charts for iShares CMBS ETF (CMBS).

Tip: It’s not polite to stare. Except with ETFvest charts. Staring at a chart may help you uncover some unique insights.


To provide a sense of the near-term trend, the following chart illustrates the daily total return for iShares CMBS ETF (CMBS) over the past year.

CMBS 1-year total return chart


For a longer-term perspective, the following chart presents total return performance since 2000 (or since inception) for iShares CMBS ETF (CMBS).

CMBS total return chart


It’s been said that investors should not fight the Fed. To that end, the following chart presents the daily total return performance for iShares CMBS ETF (CMBS) (blue line) as well as the S&P 500 (gray line) from the last close before the Federal Reserve began increasing the benchmark fed funds rate (March 15, 2022) to today.

CMBS Event C total return chart


War can certainly impact people’s lives, the global order, and a fund’s performance. The following chart presents the daily total return performance for iShares CMBS ETF (CMBS) (blue line) as well as the S&P 500 (gray line) from the last close before Russia fully invaded Ukraine (February 24, 2022) to today.

CMBS Event A total return chart


The S&P 500 peaked (and entered a bear market) on January 3, 2022. So how has iShares CMBS ETF (CMBS) (blue line) and the S&P 500 (gray line) performed from that significant S&P 500 peak? The following post-S&P 500 peak chart answers that question.

CMBS Event 4 total return chart


So how has iShares CMBS ETF (CMBS) (blue line) and the S&P 500 (gray line) performed from the day before inflation picked up on Febuary 10, 2021 until today? The following post-inflation total return chart illustrates the answer.

CMBS Event 2 total return chart


The following chart presents the year-to-date total return performance of iShares CMBS ETF (CMBS) relative to six major asset types.

CMBS vs assets total return chart


The following chart presents the year-to-date total return performance of iShares CMBS ETF (CMBS) relative to six major U.S. stock market indexes.

CMBS vs US stock market indexes chart


The following chart presents the year-to-date total return performance of iShares CMBS ETF (CMBS) relative to stocks of six major countries plus emerging markets.

CMBS vs major countries chart


So how much has iShares CMBS ETF (CMBS) declined from its peak? When the blue line is at 0%, the ETF is (or was) at its peak. Otherwise, it is (or was) below its peak by the amount indicated on the y-axis. Like all other charts on this page, this chart uses total return data.

CMBS total return drawdown chart


The toal return chart below illustrates the performance of iShares CMBS ETF (CMBS) (blue line) and S&P 500 (gray line) during the Covid bear market.

CMBS covid bear market total return chart


The total return chart below illustrates the performance of iShares CMBS ETF (CMBS) (blue line) and S&P 500 (gray line) during the financial crisis bear market.

CMBS financial crisis bear market total return chart



The total return chart below presents the relative strength of iShares CMBS ETF (CMBS) as compared to the benchmark S&P 500. When the blue line in the chart is trending up, the ETF is outperforming the S&P 500 and when it is moving down it is underperforming.

CMBS relative strength total return chart


The following total return chart illustrates the relative strength of iShares CMBS ETF (CMBS) as compared to the popular/tech-laden Nasdaq 100. When the blue line in the chart is moving up, the ETF is outperforming the Nasdaq 100 and when it is trending down — underperforming.

CMBS relative strength vs nasdaq 100 total return chart


The total return chart below presents the relative strength of iShares CMBS ETF (CMBS) as compared to the Russell 2000 (i.e., small-cap stock index). When the blue line in the chart is working its way higher, the ETF is outperforming the Russell 2000 and when it is headed lower it is underperforming.

CMBS relative strength vs russell 2000 total return chart


The following total return chart illustrates the inflation-adjusted performance for iShares CMBS ETF (CMBS). The U.S. dollar tends to lose purchasing power over time. The following chart adjusts for the ever shrinking dollar so you can see what real total return gains the ETF is actually providing.

CMBS inflation-adjusted total return chart


So how is iShares CMBS ETF (CMBS) performing when priced in that other world currency — gold? The following gold-adjusted chart answers that question.

CMBS vs gold total return chart


The following total return chart presents the average year performance for iShares CMBS ETF (CMBS). There is a season for all things. Well, at least some things.

CMBS average year total return chart


The total return chart below provides a slightly differnet perspective to seasonality. It illustrates the average year for iShares CMBS ETF (CMBS) divided by the S&P 500. When the blue line is trending higher, the ETF has outperformed the S&P 500 on average during that part of the year. When the blue line is moving lower, the ETF has underperformed the S&P 500 — on average.

CMBS relative strength average year total return chart