Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGSNX (VANGUARD REIT INDEX FUND INSTITUTIONAL SHARES) | 9.82% | 11.73% | 10.09% | 2.57% | 5.49% | 7.40% | 6.31% | … | … |
Data as of 06/04/2026, Common starting date is 12/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGSNX (VANGUARD REIT INDEX FUND INSTITUTIONAL SHARES) | 12/05/2003 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 11.73 | 10.09 | 2.57 | 5.49 | 7.40 | 6.31 | … | … | 9.82 | 3.21 | 4.95 | 11.78 | -26.19 | 40.45 | -4.78 | 28.98 | -5.96 | 5.08 | 8.51 | 2.45 | 30.28 | 2.48 | 17.74 | 8.61 | 28.96 | 29.76 | -36.95 | -16.38 | 35.15 | 12.14 | 30.83 | 0.80 |
| Sharpe Ratio | NA | 0.66 | 0.45 | 0.03 | 0.18 | NA | NA | … | … | 1.56 | 0.02 | 0.08 | 0.41 | -1.11 | 2.71 | -0.12 | 2.25 | -0.45 | 0.24 | 0.49 | 0.14 | 2.72 | 0.16 | 1.31 | 0.28 | 1.03 | 0.44 | -0.51 | -0.77 | 2.20 | 0.63 | 1.69 | 1.14 |
| Standard Deviation(%) | NA | 13.11 | 16.79 | 18.89 | 21.62 | NA | NA | … | … | 13.89 | 17.04 | 16.10 | 20.23 | 24.89 | 14.92 | 43.42 | 12.23 | 16.21 | 18.57 | 17.06 | 17.30 | 11.14 | 15.59 | 13.66 | 30.16 | 27.98 | 66.71 | 74.78 | 25.60 | 14.46 | 15.66 | 17.67 | 10.52 |
| Draw Down(%) | NA | 8.34 | 17.41 | 34.39 | 42.32 | NA | NA | … | … | 8.34 | 14.54 | 11.01 | 21.76 | 32.82 | 7.65 | 42.32 | 5.41 | 12.89 | 11.81 | 15.20 | 17.29 | 7.57 | 18.00 | 9.09 | 23.00 | 17.10 | 42.20 | 63.71 | 28.00 | 10.08 | 11.28 | 18.27 | 1.87 |
| Yield(%) | 0.00 | 3.92 | 4.35 | 3.34 | 4.09 | 5.36 | 4.66 | … | … | 1.08 | 3.95 | 3.87 | 4.25 | 2.82 | 3.63 | 3.66 | 4.33 | 4.29 | 4.26 | 5.07 | 3.82 | 4.55 | 4.21 | 4.02 | 3.66 | 4.66 | 5.58 | 4.92 | 4.05 | 5.37 | 6.40 | 6.36 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSNX (VANGUARD REIT INDEX FUND INSTITUTIONAL SHARES) |
-25.00%
Mar 2006 – Mar 2009 |
-8.67%
Mar 2004 – Mar 2009 |
4.43%
Jan 2007 – Jan 2017 |
5.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSNX (VANGUARD REIT INDEX FUND INSTITUTIONAL SHARES) |
43.58%
Mar 2009 – Mar 2012 |
29.63%
Feb 2009 – Feb 2014 |
18.40%
Mar 2009 – Mar 2019 |
13.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart