Find A Portfolio/Ticker
Comparison Box
VNQ: Vanguard Real Estate ETF (ETF)
Basic Info 90.27 1.01(1.11%) March 21
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 09/29/2004 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 4.02% |
| Expenses | 0.12% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.3 | 8.6 | -1.3 | 12.6 | 4.4 | 8.3 | 7.2 | 7.5 | 4.8 | 11.9 | -26.2 | 40.5 | -4.6 | 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 |
| Sharpe Ratio | NA | 0.19 | 0.13 | -0.27 | 0.45 | 0.13 | NA | NA | 0.21 | -0.11 | 0.38 | -1.12 | 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 |
| Draw Down(%) | NA | 6.3 | 12.4 | 32.8 | 34.5 | 42.4 | NA | NA | 73.1 | 11.0 | 21.8 | 32.9 | 7.7 | 42.4 | 5.4 | 12.8 | 6.3 | 15.2 | 17.3 | 7.6 | 18.0 | 9.0 | 22.6 | 17.0 | 42.0 | 63.7 | 28.2 | 10.2 | 11.1 | 4.1 |
| Standard Deviation(%) | NA | 17.6 | 16.4 | 20.5 | 22.1 | 21.0 | NA | NA | 29.1 | 16.1 | 20.1 | 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 |
| Treynor Ratio | NA | 0.03 | 0.02 | -0.06 | 0.1 | 0.03 | NA | NA | 0.06 | -0.02 | 0.08 | -0.28 | 0.41 | -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 | 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 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.04 |
| Beta | NA | 1.01 | 1.0 | 1.0 | 0.97 | 0.98 | NA | NA | 0.97 | 1.0 | 1.0 | 0.99 | 0.99 | 0.95 | 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 |
| RSquared | NA | 1.0 | 0.99 | 1.0 | 0.95 | 0.97 | NA | NA | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 0.94 | 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 |
| Yield(%) | N/A | 0.0 | 4.0 | 3.2 | 5.6 | 3.9 | 6.1 | 5.7 | N/A | 3.9 | 4.2 | 2.8 | 3.6 | 3.6 | 4.3 | 4.3 | 4.2 | 5.0 | 3.8 | 4.5 | 4.2 | 4.0 | 3.6 | 4.2 | 5.6 | 4.9 | 4.0 | 5.4 | 6.4 | 2.5 |
| Dividend Growth(%) | N/A | -100.0 | -1.7 | 7.5 | -11.9 | 25.5 | N/A | N/A | N/A | -1.7 | 8.3 | 8.8 | -11.1 | 6.1 | -11.0 | 0.5 | -11.6 | 27.3 | 7.0 | 4.6 | 19.1 | 14.3 | 8.4 | -3.7 | -34.5 | -3.6 | -4.4 | -8.6 | 180.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See US Real Estate Asset Class Trend Rankings |
Top Rated Funds in US Real Estate
Best Mutual Funds
- PRRSX (REALESTATEREALRETURN STRATEGY FUND INSTITUTIONAL) 0.0% (100%)
- PETPX (PIMCO REALESTATEREALRETURN STRATEGY FUND CLASS P) 0.0% (100%)
- VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) 1.06% (81%)
- VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) 1.04% (51%)
Best ETFs
* Day change on 03/21/2025.Latest Articles Related to VNQ
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
