VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX)

Basic Info 27.06 0.24(0.88%)
May 08

VANGUARD REIT INDEX FUND INVESTOR SHARES started on 05/13/1996
VANGUARD REIT INDEX FUND INVESTOR SHARES is classified as asset class US Real Estate
VANGUARD REIT INDEX FUND INVESTOR SHARES expense ratio is 0.12%
VANGUARD REIT INDEX FUND INVESTOR SHARES rating is
(81%)

VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) Dividend Info

VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) dividend growth in the last 12 months is 1.41%

The trailing 12-month yield of VANGUARD REIT INDEX FUND INVESTOR SHARES is 4.04%. its dividend history:

DateDividend
03/22/2024 0.2324
12/20/2023 0.3467
09/27/2023 0.2314
06/28/2023 0.2979
03/23/2023 0.2449
12/21/2022 0.3765
09/22/2022 0.2923
06/22/2022 0.1793
03/22/2022 0.1796
12/23/2021 0.3367
09/23/2021 0.2053
06/23/2021 0.2306
03/24/2021 0.165
12/23/2020 0.435
09/24/2020 0.187
06/24/2020 0.241
03/09/2020 0.205
12/17/2019 0.308
09/23/2019 0.237
06/26/2019 0.262
03/27/2019 0.193
12/12/2018 0.307
09/21/2018 0.369
06/15/2018 0.235
03/23/2018 0.225
12/20/2017 0.41
09/21/2017 0.273
06/22/2017 0.256
03/21/2017 0.188
12/21/2016 0.552
09/12/2016 0.189
06/20/2016 0.243
03/18/2016 0.296
12/22/2015 0.356
09/22/2015 0.241
06/25/2015 0.243
03/24/2015 0.16
12/22/2014 0.357
12/19/2014 0.357
09/23/2014 0.213
06/23/2014 0.223
03/24/2014 0.142
12/23/2013 0.326
09/20/2013 0.197
06/21/2013 0.201
03/21/2013 0.17
12/21/2012 0.256
09/21/2012 0.167
06/22/2012 0.165
03/23/2012 0.159
12/22/2011 0.207
09/22/2011 0.158
06/23/2011 0.159
03/24/2011 0.13
12/23/2010 0.189
09/23/2010 0.148
06/23/2010 0.148
03/24/2010 0.118
12/23/2009 0.19
09/23/2009 0.134
06/23/2009 0.158
03/24/2009 0.157
12/23/2008 0.307
09/23/2008 0.251
06/23/2008 0.26
03/24/2008 0.16
12/19/2007 0.33
09/21/2007 0.24
06/22/2007 0.29
03/23/2007 0.15
12/21/2006 0.37
09/22/2006 0.22
06/23/2006 0.22
03/17/2006 0.13
12/23/2005 0.38
09/23/2005 0.22
06/24/2005 0.21
03/23/2005 0.13
12/21/2004 0.225
09/21/2004 0.128
06/25/2004 0.128
03/26/2004 0.083
12/23/2003 0.27
09/26/2003 0.22
06/20/2003 0.17
03/28/2003 0.12
12/26/2002 0.28
09/27/2002 0.2
06/21/2002 0.17
03/22/2002 0.11
12/28/2001 0.226
09/21/2001 0.164
06/22/2001 0.148
03/23/2001 0.094
12/22/2000 0.243
09/22/2000 0.149
06/23/2000 0.141
03/24/2000 0.11

Dividend Growth History for VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.1209 4.08% 9.07% -
2022 $1.0277 2.69% 9.61% 9.07%
2021 $0.9376 3.44% -12.21% 9.34%
2020 $1.068 3.51% 6.80% 1.62%
2019 $1 4.12% -11.97% 2.89%
2018 $1.136 4.14% 0.80% -0.27%
2017 $1.127 4.10% -11.95% -0.09%
2016 $1.28 4.89% 28.00% -1.88%
2015 $1 3.66% -22.60% 1.44%
2014 $1.292 6.03% 44.52% -1.57%
2013 $0.894 4.04% 19.68% 2.29%
2012 $0.747 3.85% 14.22% 3.76%
2011 $0.654 3.49% 8.46% 4.59%
2010 $0.603 4.09% -5.63% 4.88%
2009 $0.639 5.44% -34.66% 4.10%
2008 $0.978 4.82% -3.17% 0.91%
2007 $1.01 3.95% 7.45% 0.65%
2006 $0.94 4.65% 0.00% 1.04%
2005 $0.94 5.07% 66.67% 0.98%
2004 $0.564 3.72% -27.69% 3.68%
2003 $0.78 6.56% 2.63% 1.83%
2002 $0.76 6.26% 20.25% 1.87%
2001 $0.632 5.50% -1.71% 2.64%
2000 $0.643 6.59% - 2.45%

Dividend Growth Chart for VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX)

VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) Historical Returns And Risk Info

From 05/13/1996 to 05/08/2024, the compound annualized total return (dividend reinvested) of VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is 7.63%. Its cumulative total return (dividend reinvested) is 680.958%.

From 05/13/1996 to 05/08/2024, the Maximum Drawdown of VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is 73.1%.

From 05/13/1996 to 05/08/2024, the Sharpe Ratio of VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is 0.24.

From 05/13/1996 to 05/08/2024, the Annualized Standard Deviation of VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is 26.1%.

From 05/13/1996 to 05/08/2024, the Beta of VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is 1.0.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
05/13/1996		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return(%) 3.2 -6.2 3.0 -1.8 2.3 5.2 10.3 7.7 7.6 11.6 -26.3 40.2 -4.9 28.8 -6.1 4.8 8.3 2.2 31.9 2.3 17.5 8.5 28.3 29.6 -37.0 -16.5 34.4 10.7 27.8 35.7 3.8 10.7 24.4 -11.1 -21.8 12.2 26.2
Sharpe Ratio NA -1.3 0.04 -0.25 0.02 0.19 NA NA 0.24 0.37 -1.12 2.67 -0.12 2.24 -0.46 0.42 0.48 0.12 2.8 0.15 1.29 0.28 1.01 0.44 -0.51 -0.76 2.15 0.54 1.52 3.03 0.18 0.81 1.88 -1.49 -1.67 0.92 6.62
Draw Down(%) NA 11.1 17.4 34.6 42.4 42.4 NA NA 73.1 21.9 32.9 7.6 42.4 5.4 12.9 6.3 15.3 17.5 7.6 18.0 9.1 23.0 17.1 42.2 63.7 28.1 10.1 11.3 18.3 6.9 17.7 12.3 9.8 21.3 27.3 7.9 1.9
Standard Deviation(%) NA 17.9 18.7 20.7 25.8 21.0 NA NA 26.1 20.2 24.9 15.0 43.3 12.2 16.2 10.1 17.0 17.3 11.4 15.6 13.7 30.2 27.9 66.8 74.7 25.7 14.5 15.7 17.7 11.5 14.8 10.5 10.8 9.6 15.0 9.4 6.1
Treynor Ratio NA -0.23 0.01 -0.05 0.0 0.04 NA NA 0.06 0.07 -0.28 0.4 -0.05 0.27 -0.07 0.04 0.08 0.02 0.32 0.02 0.18 0.08 0.28 0.29 -0.38 -0.2 0.31 0.08 0.27 0.35 0.03 0.09 0.2 -0.14 -0.25 0.09 0.4
Alpha NA 0.0 0.0 0.0 0.0 0.0 NA NA 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Beta NA 1.0 1.0 1.0 1.0 1.0 NA NA 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0
RSquare NA 1.0 1.0 1.0 1.0 1.0 NA NA 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0
Yield(%) N/A 0.8 4.0 3.2 3.6 4.5 8.7 6.9 N/A 4.1 2.7 3.4 3.5 4.1 4.2 4.1 4.9 3.7 6.0 4.1 3.9 3.5 4.1 5.4 4.8 3.9 4.7 5.1 3.7 6.6 6.3 5.5 6.6 0.0 0.0 0.0 0.0
Dividend Growth(%) N/A -79.5 1.4 0.3 -11.8 38.0 N/A N/A N/A 8.7 9.6 -12.1 7.0 -12.3 0.9 -11.7 28.0 -22.5 43.3 20.0 13.6 8.2 -4.7 -34.7 -3.0 7.4 0.0 67.9 -28.2 2.6 20.6 -1.6 N/A N/A N/A N/A N/A

Return Calculator for VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX)

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VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) Historical Return Chart

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VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) 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 05/13/1996 to 05/08/2024, the worst annualized return of 3-year rolling returns for VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is -21.92%.
From 05/13/1996 to 05/08/2024, the worst annualized return of 5-year rolling returns for VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is -5.85%.
From 05/13/1996 to 05/08/2024, the worst annualized return of 10-year rolling returns for VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is -1.12%.
From 05/13/1996 to 05/08/2024, the worst annualized return of 20-year rolling returns for VANGUARD REIT INDEX FUND INVESTOR SHARES (VGSIX) is 7.61%.

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