VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX)

Basic Info 85.72 0.31(0.36%)
May 06

VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL started on 11/05/2010
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL is classified as asset class Global Real Estate
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL expense ratio is 0.12%
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL rating is
(2%)

VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) Dividend Info

VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) dividend growth in the last 12 months is 564.95%

The trailing 12-month yield of VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL is 3.85%. its dividend history:

DateDividend
12/15/2023 3.225
12/16/2022 0.485
12/20/2021 5.846
09/23/2021 1.223
12/18/2020 1.036
12/17/2019 7.366
09/23/2019 0.859
06/14/2019 0.823
03/28/2019 0.04
03/25/2019 0.246
12/21/2018 2.776
09/25/2018 0.499
06/27/2018 1.47
03/23/2018 0.16
12/18/2017 3.804
09/26/2017 0.36
06/27/2017 0.568
12/19/2016 3.302
06/13/2016 0.976
03/14/2016 0.164
12/18/2015 1.626
09/24/2015 0.498
06/25/2015 0.798
03/24/2015 0.046
12/19/2014 2.744
09/23/2014 0.991
06/23/2014 0.732
12/19/2013 3.188
09/20/2013 0.187
06/21/2013 0.248
12/19/2012 4.722
09/21/2012 1.486
12/20/2011 2.769

Dividend Growth History for VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $3.225 3.82% 564.95% -
2022 $0.485 0.45% -93.14% 564.95%
2021 $7.069 6.52% 582.34% -32.46%
2020 $1.036 0.87% -88.90% 46.01%
2019 $9.334 8.89% 90.30% -23.33%
2018 $4.905 3.97% 3.66% -8.04%
2017 $4.732 4.70% 6.53% -6.19%
2016 $4.442 4.35% 49.66% -4.47%
2015 $2.968 2.73% -33.56% 1.04%
2014 $4.467 4.12% 23.30% -3.56%
2013 $3.623 3.25% -41.64% -1.16%
2012 $6.208 7.43% 124.20% -5.78%
2011 $2.769 2.70% - 1.28%

Dividend Growth Chart for VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX)

VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) Historical Returns And Risk Info

From 11/05/2010 to 05/06/2024, the compound annualized total return (dividend reinvested) of VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is 2.446%. Its cumulative total return (dividend reinvested) is 38.467%.

From 11/05/2010 to 05/06/2024, the Maximum Drawdown of VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is 38.8%.

From 11/05/2010 to 05/06/2024, the Sharpe Ratio of VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is 0.11.

From 11/05/2010 to 05/06/2024, the Annualized Standard Deviation of VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is 15.2%.

From 11/05/2010 to 05/06/2024, the Beta of VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is 0.82.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
11/05/2010		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) 4.0 -0.5 6.2 -6.5 -2.6 1.2 2.4 6.3 -22.5 5.6 -6.9 21.5 -9.5 26.5 1.1 -1.3 2.7 3.4 41.7 -16.5 -1.9
Sharpe Ratio NA -0.41 0.18 -0.61 -0.24 0.01 0.11 0.16 -1.35 0.52 -0.25 2.33 -0.93 3.91 0.06 -0.09 0.3 0.25 3.09 -0.73 -0.83
Draw Down(%) NA 6.6 13.5 35.6 38.8 38.8 38.8 18.8 31.8 8.7 38.8 7.0 17.7 3.1 12.2 16.7 9.9 17.7 9.8 23.9 8.8
Standard Deviation(%) NA 12.5 13.7 14.5 17.4 14.7 15.2 13.6 17.7 10.7 28.1 8.6 11.7 6.7 14.8 14.0 8.9 13.6 13.6 22.5 14.8
Treynor Ratio NA -0.07 0.03 -0.11 -0.05 0.0 0.02 0.03 -0.31 0.07 -0.08 0.23 -0.13 0.36 0.01 -0.02 0.04 0.04 0.49 -0.21 -0.15
Alpha NA 0.04 0.02 -0.01 0.0 0.0 0.0 0.0 -0.03 -0.01 0.0 0.02 -0.01 0.05 0.0 0.01 0.0 0.0 0.03 -0.02 -0.04
Beta NA 0.79 0.83 0.8 0.83 0.82 0.82 0.83 0.78 0.82 0.86 0.86 0.86 0.73 0.8 0.82 0.75 0.84 0.85 0.78 0.82
RSquare NA 0.88 0.89 0.87 0.89 0.87 0.87 0.88 0.87 0.82 0.91 0.72 0.76 0.7 0.91 0.86 0.85 0.87 0.88 0.9 0.92
Yield(%) N/A 0.0 3.8 3.1 3.6 3.8 N/A 3.8 0.4 6.5 0.9 8.9 4.0 4.7 4.3 2.7 4.1 3.3 7.4 2.7 0.0
Dividend Growth(%) N/A -100.0 564.9 -28.7 -4.3 N/A N/A 572.9 -93.2 579.8 -88.9 90.2 3.8 6.5 49.0 -33.2 22.9 -41.5 124.2 N/A N/A

Return Calculator for VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX)

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VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) Historical Return Chart

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VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/05/2010 to 05/06/2024, the worst annualized return of 3-year rolling returns for VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is -9.39%.
From 11/05/2010 to 05/06/2024, the worst annualized return of 5-year rolling returns for VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is -5.44%.
From 11/05/2010 to 05/06/2024, the worst annualized return of 10-year rolling returns for VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is 0.54%.
From 11/05/2010 to 05/06/2024, the worst annualized return of 20-year rolling returns for VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND INSTITUTIONAL (VGRNX) is NA.

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