Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VNQI (Vanguard Global ex-U.S. Real Estate ETF) -4.10% 3.34% 7.60% -2.10% 2.00% 3.10% NA
Data as of 06/05/2026, Common starting date 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 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 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -4.46 3.34 7.60 -2.10 2.00 3.10 NA -4.10 21.38 -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 0.05 0.30 -0.29 0.03 NA NA -0.67 1.50 -0.42 0.22 -1.23 0.51 -0.25 2.15 -0.79 3.38 0.11 -0.12 0.19 0.15 2.76 -0.65 0.16
Standard Deviation(%) NA 13.60 14.59 15.51 16.17 NA NA 17.63 13.03 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 14.78 16.35 35.76 38.35 NA NA 14.78 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 4.84 4.77 3.17 3.95 4.11 3.16 0.00 5.49 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 06/05/2026, Common starting date 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
3.25%
May 2011 – May 2026
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
4.19%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return