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VNQ: Vanguard REIT ETF (ETF)
Basic Info 90.34 1(1.12%) January 27
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 09/29/2004 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 2.67% |
| Expenses | 0.12% |
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Performance Analytics (As of 01/27/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.0 | 9.5 | -4.3 | 3.1 | 7.2 | 7.3 | 7.4 | 8.1 | -23.5 | 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 | 11.02 | -0.24 | 0.08 | 0.25 | 0.33 | NA | 0.24 | -1.01 | 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 | 2.7 | 29.9 | 42.4 | 42.4 | 42.4 | NA | 73.1 | 31.3 | 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 | 25.2 | 30.0 | 24.9 | 20.4 | NA | 30.1 | 24.7 | 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 | 2.56 | -0.06 | 0.03 | 0.06 | 0.07 | NA | 0.07 | -0.25 | 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 | 0.01 | 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 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.04 |
| Beta(%) | NA | 0.99 | 0.98 | 0.98 | 0.98 | 0.98 | NA | 0.97 | 0.98 | 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 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | NA | 0.99 | 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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