Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 1.54% | 11.40% | 4.79% | 5.55% | 5.37% | 7.88% | 6.36% | 7.85% |
Data as of 06/17/2025, AR inception is 05/13/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 05/13/1996 | 06/17/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 11.40 | 4.79 | 5.55 | 5.37 | 7.88 | 6.36 | 7.85 | 1.54 | 3.80 | 11.60 | -26.29 | 40.19 | -4.86 | 28.78 | -6.11 | 4.83 | 8.34 | 2.18 | 31.88 | 2.31 | 17.53 | 8.47 | 28.30 | 29.58 | -37.05 | -16.46 | 34.44 | 10.66 | 27.84 | 35.65 | 3.75 | 10.69 | 24.37 | -11.10 | -21.75 | 12.20 | 26.20 |
| Sharpe Ratio | NA | 0.44 | 0.07 | 0.20 | 0.19 | NA | NA | 0.24 | 0.05 | -0.17 | 0.37 | -1.12 | 2.69 | -0.12 | 2.24 | -0.46 | 0.42 | 0.48 | 0.12 | 2.80 | 0.15 | 1.29 | 0.28 | 1.01 | 0.44 | -0.51 | -0.76 | 2.15 | 0.54 | 1.52 | 3.03 | 0.18 | 0.81 | 1.88 | -1.49 | -1.67 | 0.92 | 6.62 |
| Standard Deviation(%) | NA | 18.09 | 20.13 | 19.72 | 21.38 | NA | NA | 25.85 | 21.16 | 16.13 | 20.20 | 24.87 | 14.91 | 43.43 | 12.21 | 16.19 | 10.13 | 17.05 | 17.25 | 11.38 | 15.60 | 13.66 | 30.15 | 27.95 | 66.78 | 74.72 | 25.67 | 14.55 | 15.69 | 17.66 | 11.54 | 14.84 | 10.53 | 10.80 | 9.63 | 15.02 | 9.35 | 6.11 |
| Draw Down(%) | NA | 17.46 | 26.53 | 34.58 | 42.35 | NA | NA | 73.13 | 14.57 | 11.07 | 21.85 | 32.90 | 7.61 | 42.35 | 5.38 | 12.85 | 6.31 | 15.26 | 17.45 | 7.57 | 18.01 | 9.08 | 23.00 | 17.13 | 42.21 | 63.68 | 28.06 | 10.05 | 11.31 | 18.26 | 6.85 | 17.73 | 12.34 | 9.77 | 21.31 | 27.33 | 7.94 | 1.85 |
| Yield(%) | 0.00 | 4.19 | 3.85 | 3.92 | 4.21 | 5.93 | 4.94 | 7.99 | 1.02 | 3.70 | 4.09 | 2.69 | 3.44 | 3.51 | 4.12 | 4.14 | 4.10 | 4.89 | 3.66 | 6.03 | 4.04 | 3.85 | 3.49 | 4.09 | 5.44 | 4.82 | 3.95 | 4.65 | 5.07 | 3.72 | 6.56 | 6.26 | 5.50 | 6.59 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2025, AR inception is 05/13/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) |
-25.21%
Mar 2006 - Mar 2009 |
-9.42%
Mar 2004 - Mar 2009 |
1.62%
Feb 1999 - Feb 2009 |
4.98%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) |
43.25%
Mar 2009 - Mar 2012 |
29.36%
Feb 2009 - Feb 2014 |
18.32%
Mar 2009 - Mar 2019 |
13.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart