Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNQ (Vanguard Real Estate ETF) | 1.84% | 1.14% | 0.94% | 6.03% | 5.28% | 7.71% | 6.19% | 7.67% |
Data as of 08/01/2025, AR inception is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNQ (Vanguard Real Estate ETF) | 09/29/2004 | 08/01/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.06 | 1.14 | 0.94 | 6.03 | 5.28 | 7.71 | 6.19 | 7.67 | 1.84 | 4.81 | 11.86 | -26.25 | 40.54 | -4.61 | 28.92 | -6.03 | 4.90 | 8.58 | 2.39 | 30.39 | 2.31 | 17.63 | 8.62 | 28.37 | 30.08 | -37.00 | -16.50 | 35.30 | 11.94 | 15.98 |
| Sharpe Ratio | NA | -0.11 | -0.12 | 0.19 | 0.18 | NA | NA | 0.21 | 0.01 | 0.07 | 0.41 | -1.12 | 2.75 | -0.11 | 2.26 | -0.46 | 0.42 | 0.49 | 0.14 | 2.75 | 0.15 | 1.32 | 0.30 | 1.05 | 0.47 | -0.52 | -0.72 | 2.21 | 0.62 | 5.17 |
| Standard Deviation(%) | NA | 18.10 | 19.84 | 19.45 | 21.21 | NA | NA | 28.93 | 19.79 | 16.13 | 20.14 | 24.71 | 14.75 | 42.81 | 12.12 | 16.08 | 10.14 | 16.90 | 17.13 | 11.03 | 15.41 | 13.39 | 28.92 | 26.95 | 64.03 | 72.99 | 27.51 | 14.47 | 15.63 | 14.73 |
| Draw Down(%) | NA | 17.46 | 26.44 | 34.47 | 42.40 | NA | NA | 73.07 | 14.55 | 11.04 | 21.79 | 32.86 | 7.67 | 42.40 | 5.36 | 12.82 | 6.34 | 15.15 | 17.26 | 7.58 | 17.97 | 9.02 | 22.63 | 16.99 | 41.98 | 63.71 | 28.24 | 10.16 | 11.10 | 4.08 |
| Yield(%) | 0.00 | 3.80 | 3.67 | 4.20 | 4.31 | 5.91 | 4.87 | 6.39 | 2.04 | 3.85 | 4.23 | 2.80 | 3.61 | 3.64 | 4.31 | 4.27 | 4.24 | 5.05 | 3.80 | 4.52 | 4.19 | 4.01 | 3.63 | 4.24 | 5.57 | 4.90 | 4.03 | 5.36 | 6.37 | 2.55 |
Data as of 08/01/2025, AR inception is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNQ (Vanguard Real Estate ETF) |
-25.03%
Mar 2006 - Mar 2009 |
-2.23%
Nov 2006 - Nov 2011 |
4.33%
Jan 2007 - Jan 2017 |
5.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNQ (Vanguard Real Estate ETF) |
43.49%
Mar 2009 - Mar 2012 |
29.54%
Feb 2009 - Feb 2014 |
18.35%
Mar 2009 - Mar 2019 |
13.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart