Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGREX (GLOBAL REAL ESTATE FUND GLOBAL REAL ESTATE FUND) | 6.58% | 7.06% | 1.21% | 1.53% | 2.06% | 4.00% | NA | 1.47% |
Data as of 07/24/2025, AR inception 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 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 7.06 | 1.21 | 1.53 | 2.06 | 4.00 | NA | 1.47 | 6.58 | 1.41 | 7.47 | -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 | 0.07 | -0.08 | -0.05 | 0.02 | NA | NA | 0.02 | 0.42 | -0.37 | 0.19 | -1.31 | 1.07 | -0.23 | 2.63 | -0.68 | 1.90 | 0.14 | 0.00 | 1.42 | 0.34 | 2.42 | -0.32 | 0.42 | 0.43 | -0.98 |
| Standard Deviation(%) | NA | 15.49 | 17.25 | 16.40 | 17.24 | NA | NA | 22.38 | 16.91 | 13.96 | 17.26 | 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 | 18.82 | 26.53 | 35.62 | 40.89 | NA | NA | 63.57 | 12.37 | 12.43 | 22.69 | 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 | 1.76 | 2.13 | 1.66 | 3.44 | 4.67 | 2.49 | 2.93 | 1.76 | 2.64 | 2.59 | 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 07/24/2025, AR inception 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 |
-3.26%
Sep 2018 - Sep 2023 |
0.25%
Oct 2013 - Oct 2023 |
0.39%
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 |
6.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart