Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VGXRX (VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INVESTOR) NA 23.14% 10.15% 7.16% NA NA NA
Data as of 10/14/2019, Common starting date is 11/05/2010
More Performance Analytics Comparison
Name Start Date End Date
VGXRX (VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INVESTOR) 11/05/2010 10/14/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.04 23.14 10.15 7.16 NA NA NA 20.81 -9.63 26.26 0.86 -1.48 2.55 3.23 41.49 -16.70 -2.80
Sharpe Ratio NA 1.77 0.90 0.54 NA NA NA 2.29 -0.93 3.87 0.04 -0.11 0.29 0.23 3.07 -0.74 -1.19
Standard Deviation(%) NA 11.80 10.14 12.00 NA NA NA 11.23 11.72 6.66 14.79 14.05 8.90 13.59 13.61 22.48 14.53
Draw Down(%) NA 7.06 17.84 21.47 NA NA NA 7.06 17.84 3.17 12.21 16.72 9.86 17.69 9.84 23.98 8.79
Yield(%) 0.00 10.92 6.65 5.18 3.98 2.65 1.99 8.48 3.78 4.52 4.16 2.54 3.94 3.09 7.31 2.50 0.00
Data as of 10/14/2019, Common starting date is 11/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VGXRX (VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INVESTOR) -1.24%
Jan 2013 – Jan 2016
2.12%
Oct 2013 – Oct 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VGXRX (VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INVESTOR) 14.88%
Sep 2011 – Sep 2014
10.53%
Sep 2011 – Sep 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return