Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRTPX (Vanguard REIT II Index Fund Institutional Plus Shares) | 9.44% | 11.45% | 9.99% | 2.28% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRTPX (Vanguard REIT II Index Fund Institutional Plus Shares) | 09/27/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 11.45 | 9.99 | 2.28 | NA | NA | NA | … | … | 9.44 | 0.85 | 5.00 | 11.80 | -26.13 | 40.37 | -4.61 | 28.97 | -5.95 | 2.23 |
| Sharpe Ratio | NA | 0.58 | 0.43 | 0.02 | NA | NA | NA | … | … | 1.31 | -0.12 | 0.09 | 0.41 | -1.11 | 2.71 | -0.11 | 2.25 | -0.45 | 0.93 |
| Standard Deviation(%) | NA | 13.21 | 16.84 | 18.91 | NA | NA | NA | … | … | 14.16 | 17.25 | 16.12 | 20.25 | 24.86 | 14.90 | 43.44 | 12.20 | 16.20 | 8.66 |
| Draw Down(%) | NA | 9.31 | 17.43 | 34.34 | NA | NA | NA | … | … | 9.31 | 14.55 | 11.01 | 21.74 | 32.78 | 7.61 | 42.31 | 5.38 | 12.85 | 3.64 |
| Yield(%) | 0.00 | 2.76 | 3.88 | 3.17 | 3.43 | 2.28 | 1.71 | … | … | 0.00 | 3.82 | 3.81 | 4.26 | 3.23 | 3.64 | 3.64 | 4.44 | 4.30 | 1.33 |
Data as of 06/05/2026, Common starting date is 09/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTPX (Vanguard REIT II Index Fund Institutional Plus Shares) |
-4.64%
Dec 2021 – Dec 2024 |
2.05%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTPX (Vanguard REIT II Index Fund Institutional Plus Shares) |
19.98%
Dec 2018 – Dec 2021 |
9.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart