VGSLX: VANGUARD REIT INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 111.47 0.08(0.07%) April 18
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 11/13/2001 |
| Last Dividend Date: | 03/22/2024 |
| 12-Mo. Yield | 4.08% |
| Expenses | 0.12% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.8 | -10.2 | -0.9 | -2.9 | 2.0 | 5.0 | 10.7 | 7.4 | 8.3 | 11.8 | -26.2 | 40.4 | -4.7 | 28.9 | -6.0 | 5.1 | 8.5 | 2.4 | 30.3 | 2.4 | 17.7 | 8.6 | 28.5 | 29.5 | -37.0 | -16.4 | 35.1 | 12.0 | 30.8 | 34.4 | 0.0 | 2.5 |
| Sharpe Ratio | NA | -1.38 | -0.04 | -0.16 | 0.03 | 0.21 | NA | NA | 0.25 | 0.38 | -1.11 | 2.7 | -0.11 | 2.25 | -0.45 | 0.24 | 0.48 | 0.14 | 2.64 | 0.15 | 1.3 | 0.28 | 1.02 | 0.44 | -0.51 | -0.76 | 2.22 | 0.63 | 1.69 | 2.9 | -0.07 | 2.02 |
| Draw Down(%) | NA | 7.5 | 17.4 | 34.4 | 42.3 | 42.3 | NA | NA | 73.0 | 21.8 | 32.8 | 7.6 | 42.3 | 5.4 | 12.9 | 11.8 | 15.2 | 17.3 | 7.6 | 18.0 | 9.1 | 23.0 | 17.1 | 42.2 | 63.7 | 28.0 | 10.1 | 11.3 | 18.3 | 6.9 | 18.8 | 2.2 |
| Standard Deviation(%) | NA | 18.4 | 18.9 | 20.6 | 25.8 | 21.6 | NA | NA | 28.9 | 20.2 | 24.9 | 14.9 | 43.3 | 12.2 | 16.2 | 18.5 | 17.1 | 17.3 | 11.5 | 15.6 | 13.7 | 30.2 | 28.0 | 66.8 | 74.7 | 25.7 | 14.5 | 15.7 | 17.7 | 11.6 | 15.0 | 10.1 |
| Treynor Ratio | NA | -0.25 | -0.01 | -0.03 | 0.01 | 0.05 | NA | NA | 0.07 | 0.08 | -0.28 | 0.41 | -0.05 | 0.27 | -0.07 | 0.04 | 0.08 | 0.02 | 0.3 | 0.02 | 0.18 | 0.09 | 0.28 | 0.29 | -0.38 | -0.19 | 0.32 | 0.1 | 0.3 | 0.34 | -0.01 | 0.19 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.06 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.07 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.05 |
| RSquared | NA | 1.0 | 1.0 | 0.99 | 1.0 | 0.95 | NA | NA | 0.99 | 1.0 | 1.0 | 0.96 | 1.0 | 1.0 | 1.0 | 0.35 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.97 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
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