Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGREX (GLOBAL REAL ESTATE FUND GLOBAL REAL ESTATE FUND) | 7.92% | 10.41% | 8.87% | 0.48% | 2.73% | 4.17% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGREX (GLOBAL REAL ESTATE FUND GLOBAL REAL ESTATE FUND) | 04/03/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 10.41 | 8.87 | 0.48 | 2.73 | 4.17 | NA | … | … | 7.92 | 7.65 | 1.41 | 9.90 | -25.88 | 13.57 | -7.55 | 24.50 | -6.02 | 13.83 | 2.28 | 0.01 | 12.06 | 4.55 | 31.02 | -8.00 | 9.54 | 18.34 | -43.14 |
| Sharpe Ratio | NA | 0.75 | 0.46 | -0.10 | 0.07 | NA | NA | … | … | 1.47 | 0.33 | -0.16 | 0.37 | -1.31 | 1.07 | -0.23 | 2.63 | -0.69 | 1.90 | 0.14 | 0.00 | 1.42 | 0.34 | 2.42 | -0.32 | 0.42 | 0.43 | -0.98 |
| Standard Deviation(%) | NA | 11.72 | 14.66 | 15.93 | 16.92 | NA | NA | … | … | 13.57 | 14.35 | 13.96 | 16.82 | 20.89 | 12.64 | 33.93 | 8.77 | 10.84 | 6.96 | 15.14 | 13.46 | 8.49 | 13.20 | 12.93 | 25.35 | 22.55 | 42.48 | 54.58 |
| Draw Down(%) | NA | 10.30 | 18.82 | 34.16 | 40.89 | NA | NA | … | … | 10.30 | 12.37 | 12.43 | 20.95 | 33.33 | 8.58 | 40.89 | 3.78 | 9.64 | 4.09 | 12.40 | 12.61 | 7.73 | 15.09 | 8.54 | 24.00 | 14.32 | 34.87 | 58.93 |
| Yield(%) | 0.00 | 3.18 | 2.78 | 2.30 | 3.27 | 4.57 | 2.65 | … | … | 3.11 | 1.76 | 2.64 | 4.82 | 1.42 | 0.00 | 2.74 | 4.06 | 5.03 | 9.61 | 7.47 | 5.25 | 12.05 | 0.00 | 5.53 | 9.05 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGREX (GLOBAL REAL ESTATE FUND GLOBAL REAL ESTATE FUND) |
-9.20%
Oct 2019 – Oct 2022 |
-2.82%
Sep 2018 – Sep 2023 |
0.47%
Oct 2013 – Oct 2023 |
0.54%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGREX (GLOBAL REAL ESTATE FUND GLOBAL REAL ESTATE FUND) |
22.15%
Feb 2009 – Feb 2012 |
17.93%
Feb 2009 – Feb 2014 |
11.66%
Feb 2009 – Feb 2019 |
7.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
