Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNQI (Vanguard Global ex-U.S. Real Estate ETF) | 17.47% | 18.94% | 5.55% | 2.18% | 2.43% | NA | NA | 3.54% |
Data as of 07/03/2025, AR inception is 11/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNQI (Vanguard Global ex-U.S. Real Estate ETF) | 11/02/2010 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 18.94 | 5.55 | 2.18 | 2.43 | NA | NA | 3.54 | 17.47 | -2.22 | 6.99 | -22.93 | 5.92 | -7.23 | 21.60 | -9.44 | 26.91 | 1.99 | -1.83 | 2.24 | 2.33 | 43.12 | -16.91 | 0.44 |
| Sharpe Ratio | NA | 1.12 | 0.05 | 0.07 | 0.03 | NA | NA | 0.14 | 2.11 | -0.63 | 0.18 | -1.23 | 0.51 | -0.25 | 2.16 | -0.78 | 3.38 | 0.11 | -0.12 | 0.19 | 0.15 | 2.76 | -0.65 | 0.16 |
| Standard Deviation(%) | NA | 14.93 | 16.27 | 15.55 | 16.56 | NA | NA | 16.90 | 15.79 | 14.06 | 15.38 | 19.81 | 11.46 | 29.55 | 9.35 | 13.75 | 7.80 | 16.49 | 15.93 | 11.52 | 15.74 | 15.75 | 26.22 | 16.87 |
| Draw Down(%) | NA | 16.35 | 20.58 | 35.76 | 38.35 | NA | NA | 38.35 | 8.30 | 14.26 | 18.59 | 32.31 | 9.02 | 38.35 | 7.33 | 18.17 | 3.18 | 12.09 | 17.31 | 10.30 | 18.53 | 10.42 | 24.53 | 9.32 |
| Yield(%) | 0.00 | 4.96 | 2.97 | 3.19 | 3.81 | 3.93 | 2.95 | 4.21 | 0.00 | 4.87 | 3.80 | 0.43 | 6.50 | 0.85 | 8.60 | 3.95 | 4.69 | 5.08 | 2.72 | 4.10 | 3.19 | 7.37 | 2.62 | 0.88 |
Data as of 07/03/2025, AR inception is 11/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNQI (Vanguard Global ex-U.S. Real Estate ETF) |
-11.11%
Oct 2019 - Oct 2022 |
-4.74%
Oct 2017 - Oct 2022 |
-0.51%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNQI (Vanguard Global ex-U.S. Real Estate ETF) |
15.07%
Sep 2011 - Sep 2014 |
11.01%
Sep 2011 - Sep 2016 |
7.64%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart