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VNQ: Vanguard REIT ETF (ETF)
Basic Info 77.7 0.98(1.28%) September 25
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 09/30/2004 |
| Last Dividend Date: | 06/25/2020 |
| 12-Mo. Yield | 3.43% |
| Expenses | 0.12% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.1 | -14.8 | -13.9 | 1.6 | 5.0 | 8.0 | 6.3 | 7.4 | 28.9 | -6.0 | 5.9 | 8.6 | 2.4 | 30.4 | 0.3 | 17.6 | 8.6 | 28.4 | 30.1 | -37.0 | -16.5 | 35.3 | 11.9 | 15.1 |
| SR | NA | -0.41 | -0.34 | 0.02 | 0.18 | 0.37 | NA | 0.21 | 2.27 | -0.46 | 0.52 | 0.49 | 0.14 | 2.75 | 0.01 | 1.32 | 0.3 | 1.05 | 0.47 | -0.52 | -0.71 | 2.22 | 0.62 | 4.89 |
| DD(%) | NA | 42.4 | 42.4 | 42.4 | 42.4 | 42.4 | NA | 73.1 | 5.4 | 12.8 | 6.3 | 15.1 | 17.2 | 7.6 | 18.5 | 9.0 | 22.6 | 17.0 | 42.0 | 63.7 | 28.2 | 10.2 | 11.1 | 4.1 |
| SD(%) | NA | 48.6 | 42.0 | 26.8 | 22.8 | 20.7 | NA | 31.3 | 12.1 | 16.1 | 10.2 | 16.9 | 17.1 | 11.0 | 15.5 | 13.4 | 28.9 | 26.9 | 64.0 | 73.0 | 27.5 | 14.5 | 15.6 | 14.8 |
| TR | NA | -0.2 | -0.15 | 0.01 | 0.05 | 0.08 | NA | 0.07 | 0.28 | -0.07 | 0.16 | 0.08 | 0.02 | 0.32 | 0.0 | 0.18 | 0.09 | 0.29 | 0.31 | -0.39 | -0.19 | 0.33 | 0.1 | 0.8 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 |
| Beta(%) | NA | 0.99 | 0.99 | 0.9 | 0.91 | 0.93 | NA | 0.96 | 0.99 | 0.99 | 0.34 | 0.99 | 0.99 | 0.96 | 0.98 | 0.98 | 0.96 | 0.96 | 0.96 | 0.97 | 1.05 | 0.98 | 0.97 | 0.91 |
| RS | NA | 1.0 | 1.0 | 0.91 | 0.92 | 0.95 | NA | 0.97 | 0.99 | 0.99 | 0.36 | 1.0 | 1.0 | 0.98 | 0.98 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.96 | 0.97 | 0.95 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2004
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