Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) | 2.84% | 5.40% | 1.66% | 5.93% | 5.46% | 7.80% | 6.31% | 8.74% |
Data as of 08/04/2025, AR inception is 11/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) | 11/13/2001 | 08/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 5.40 | 1.66 | 5.93 | 5.46 | 7.80 | 6.31 | 8.74 | 2.84 | 4.93 | 11.78 | -26.20 | 40.39 | -4.75 | 28.90 | -5.99 | 5.09 | 8.47 | 2.36 | 30.32 | 2.41 | 17.69 | 8.59 | 28.50 | 29.55 | -36.98 | -16.37 | 35.14 | 12.01 | 30.79 | 34.40 | 0.01 | 2.51 |
| Sharpe Ratio | NA | -0.11 | -0.12 | 0.19 | 0.18 | NA | NA | 0.26 | 0.00 | 0.08 | 0.40 | -1.11 | 2.71 | -0.11 | 2.25 | -0.46 | 0.24 | 0.48 | 0.14 | 2.64 | 0.15 | 1.30 | 0.28 | 1.02 | 0.44 | -0.51 | -0.76 | 2.20 | 0.62 | 1.69 | 2.90 | -0.08 | 2.01 |
| Standard Deviation(%) | NA | 18.11 | 19.91 | 19.56 | 21.96 | NA | NA | 28.37 | 19.82 | 16.14 | 20.23 | 24.87 | 14.90 | 43.43 | 12.22 | 16.20 | 18.53 | 17.07 | 17.28 | 11.49 | 15.60 | 13.68 | 30.18 | 27.99 | 66.81 | 74.74 | 25.66 | 14.46 | 15.68 | 17.66 | 11.63 | 15.01 | 10.08 |
| Draw Down(%) | NA | 17.41 | 26.42 | 34.41 | 42.34 | NA | NA | 73.05 | 14.55 | 11.02 | 21.77 | 32.82 | 7.61 | 42.34 | 5.39 | 12.89 | 11.79 | 15.21 | 17.35 | 7.59 | 17.98 | 9.08 | 22.99 | 17.12 | 42.16 | 63.69 | 28.00 | 10.05 | 11.28 | 18.26 | 6.87 | 18.76 | 2.17 |
| Yield(%) | 0.00 | 3.92 | 3.71 | 4.13 | 4.34 | 5.93 | 4.93 | 8.33 | 2.04 | 3.85 | 4.23 | 2.80 | 3.61 | 3.64 | 4.31 | 4.27 | 4.24 | 5.05 | 3.80 | 4.52 | 4.19 | 4.01 | 3.63 | 4.30 | 5.55 | 4.91 | 4.04 | 5.32 | 6.36 | 6.32 | 5.61 | 2.59 | 0.00 |
Data as of 08/04/2025, AR inception is 11/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) |
-25.06%
Mar 2006 - Mar 2009 |
-8.73%
Mar 2004 - Mar 2009 |
4.35%
Jan 2007 - Jan 2017 |
5.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSLX (VANGUARD REIT INDEX FUND ADMIRAL SHARES) |
43.41%
Mar 2009 - Mar 2012 |
29.48%
Feb 2009 - Feb 2014 |
18.33%
Mar 2009 - Mar 2019 |
13.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart