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VNQ: Vanguard REIT ETF (ETF)
Basic Info 83.44 2.04(2.39%) September 23
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 09/29/2004 |
| Last Dividend Date: | 09/23/2022 |
| 12-Mo. Yield | 2.67% |
| Expenses | 0.12% |
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Performance Analytics (As of 09/23/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -6.6 | -25.5 | -17.7 | 0.2 | 4.3 | 6.6 | 5.5 | 7.6 | 40.5 | -4.7 | 28.9 | -6.0 | 4.9 | 8.6 | 2.4 | 30.4 | 2.3 | 17.6 | 8.6 | 28.4 | 30.1 | -37.0 | -16.5 | 35.3 | 11.9 | 16.0 |
| SR | NA | -1.48 | -0.86 | -0.01 | 0.15 | 0.31 | NA | 0.22 | 2.75 | -0.11 | 2.27 | -0.46 | 0.42 | 0.5 | 0.14 | 2.75 | 0.15 | 1.32 | 0.3 | 1.05 | 0.47 | -0.52 | -0.71 | 2.22 | 0.62 | 5.18 |
| DD(%) | NA | 25.5 | 25.5 | 42.4 | 42.4 | 42.4 | NA | 73.1 | 7.7 | 42.4 | 5.4 | 12.8 | 6.3 | 15.1 | 17.2 | 7.6 | 18.0 | 9.0 | 22.6 | 17.0 | 42.0 | 63.7 | 28.2 | 10.2 | 11.1 | 4.1 |
| SD(%) | NA | 23.1 | 21.5 | 28.7 | 24.0 | 19.8 | NA | 30.1 | 14.7 | 42.8 | 12.1 | 16.1 | 10.1 | 16.9 | 17.1 | 11.0 | 15.4 | 13.4 | 28.9 | 26.9 | 64.0 | 73.0 | 27.5 | 14.5 | 15.6 | 14.7 |
| TR | NA | -0.35 | -0.19 | 0.0 | 0.04 | 0.06 | NA | 0.07 | 0.43 | -0.05 | 0.28 | -0.07 | 0.04 | 0.08 | 0.02 | 0.32 | 0.02 | 0.18 | 0.09 | 0.29 | 0.31 | -0.39 | -0.19 | 0.33 | 0.1 | 0.85 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.04 |
| Beta(%) | NA | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | NA | 0.97 | 0.95 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.96 | 0.98 | 0.98 | 0.96 | 0.96 | 0.96 | 0.97 | 1.05 | 0.98 | 0.97 | 0.9 |
| RS | NA | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | NA | 0.99 | 0.94 | 1.0 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 0.98 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.96 | 0.97 | 0.94 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2004
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* Day change on 09/23/2022.Latest Articles Related to VNQ
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