Last Update: 30 Nov 2019
ETF: Vanguard Real Estate (VNQ)
In the last 10 years, the Vanguard Real Estate (VNQ) ETF obtained a 12.66% compound annual return, with a 15.37% standard deviation.
The ETF is related to the following investment themes:
- Asset Class: Real Estate
- Size: Multi Cap
- Style: Blend
- Region: North America
- Country: U.S.
- Sector: Real Estate
- Industry: Broad Real Estate
The Vanguard Real Estate (VNQ) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Five Asset | Roger Gibson | 20.0% |
| Rob Arnott Portfolio | Rob Arnott | 10.0% |
| Ivy Portfolio | Mebane Faber | 20.0% |
| Ultimate Buy&Hold | FundAdvice | 6.0% |
| Core Four | Rick Ferri | 8.0% |
| Coffee House | Bill Schultheis | 10.0% |
| Lazy Portfolio | David Swensen | 20.0% |
| Yale Endowment | David Swensen | 20.0% |
| Robust | Alpha Architect | 10.0% |
| Ideal Index | Frank Armstrong | 8.0% |
| Lifepath Fund | iShares | 0.5% |
| Coward's Portfolio | Bill Bernstein | 5.0% |
| Pinwheel | 15.0% | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 10.0% |
| Talmud Portfolio | Roger Gibson | 33.3% |
| Sandwich Portfolio | Bob Clyatt | 5.0% |
| 7Twelve Portfolio | Craig Israelsen | 8.3% |
| Conservative Income | Charles Schwab | 5.0% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).
ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
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| Period | Returns Nov 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-1.30%
|
-1.30%
Nov 2019 - Nov 2019
|
0 - 1 | |
|
3M
|
+1.73%
|
-1.30%
Nov 2019 - Nov 2019
|
2 - 1 | |
|
6M
|
+9.00%
|
-1.30%
Nov 2019 - Nov 2019
|
5 - 1 | |
|
YTD
|
+27.91%
|
-1.30%
Nov 2019 - Nov 2019
|
9 - 2 | |
|
1Y
|
+17.73%
|
14.91%
|
-7.96%
Dec 2018 - Dec 2018
|
9 - 3 |
|
3Y
|
+9.75%
annualized
|
12.22%
|
-11.73%
Dec 2017 - Feb 2018
|
22 - 14 |
|
5Y
|
+7.40%
annualized
|
13.71%
|
-14.87%
Aug 2016 - Feb 2018
|
33 - 27 |
|
10Y
|
+12.66%
annualized
|
15.37%
|
-17.37%
Jun 2011 - Sep 2011
|
72 - 48 |
|
MAX
Dec 1993
|
+9.65%
annualized
|
18.93%
|
-68.31%
Feb 2007 - Feb 2009
|
188 - 123 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
Vanguard Real Estate (VNQ) ETF: annualized rolling and average returns
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| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+12.02% |
+110.54% Apr 2009 - Mar 2010 |
-58.17% Apr 2008 - Mar 2009 |
20.33% |
| 2 Years |
+11.13% |
+65.96% Mar 2009 - Feb 2011 |
-42.92% Mar 2007 - Feb 2009 |
17.01% |
| 3 Years |
+10.76% |
+43.49% Apr 2009 - Mar 2012 |
-25.03% Apr 2006 - Mar 2009 |
12.32% |
| 5 Years |
+10.32% |
+29.54% Mar 2009 - Feb 2014 |
-8.74% Apr 2004 - Mar 2009 |
5.95% |
| 7 Years |
+10.50% |
+24.21% Apr 2009 - Mar 2016 |
-1.16% Apr 2002 - Mar 2009 |
0.88% |
| 10 Years |
+10.44% |
+18.35% Apr 2009 - Mar 2019 |
+3.15% Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
+10.00% |
+13.04% Feb 2000 - Jan 2015 |
+3.84% Mar 1994 - Feb 2009 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+27.91% | 11.9 | 0.7 | 4.2 | -0.2 | 0.1 | 1.5 | 1.7 | 3.8 | 1.9 | 1.1 | -1.3 | |
| 2018 |
-6.02% | -4.3 | -7.7 | 3.9 | 0.8 | 3.7 | 4.2 | 0.6 | 2.6 | -2.6 | -2.9 | 4.7 | -8.0 |
| 2017 |
+4.91% | -0.2 | 3.5 | -2.4 | 0.2 | -0.7 | 2.2 | 1.2 | -0.3 | -0.1 | -1.1 | 2.7 | -0.1 |
| 2016 |
+8.60% | -3.4 | -0.4 | 10.5 | -2.4 | 2.3 | 6.9 | 4.3 | -3.8 | -1.8 | -5.7 | -1.7 | 4.8 |
| 2015 |
+2.42% | 6.9 | -3.7 | 1.7 | -5.9 | -0.3 | -4.7 | 5.8 | -6.3 | 3.1 | 5.8 | -0.6 | 1.8 |
| 2014 |
+30.36% | 4.3 | 5.1 | 0.5 | 3.3 | 2.4 | 1.1 | 0.1 | 3.0 | -6.0 | 9.9 | 2.0 | 1.9 |
| 2013 |
+2.31% | 3.7 | 1.2 | 2.9 | 6.7 | -6.0 | -2.0 | 0.9 | -7.0 | 3.5 | 4.5 | -5.3 | 0.1 |
| 2012 |
+17.63% | 6.4 | -1.2 | 5.2 | 2.9 | -4.5 | 5.5 | 2.0 | -0.0 | -1.9 | -0.9 | -0.3 | 3.7 |
| 2011 |
+8.62% | 3.3 | 4.7 | -1.6 | 5.8 | 1.4 | -3.3 | 1.6 | -5.6 | -10.9 | 14.3 | -3.8 | 4.9 |
| 2010 |
+28.37% | -5.5 | 5.6 | 10.2 | 7.2 | -5.3 | -5.2 | 9.6 | -1.3 | 4.5 | 4.7 | -1.9 | 4.5 |
| 2009 |
+30.08% | -17.5 | -20.5 | 3.6 | 30.7 | 2.6 | -3.2 | 10.8 | 14.3 | 6.6 | -4.5 | 6.6 | 7.4 |
| 2008 |
-37.00% | -0.8 | -3.2 | 6.5 | 6.4 | -0.2 | -10.6 | 3.1 | 2.4 | -0.1 | -31.7 | -22.7 | 16.7 |
| 2007 |
-16.50% | 8.8 | -2.7 | -2.1 | -0.1 | -0.4 | -9.0 | -8.3 | 6.7 | 3.9 | 2.1 | -9.5 | -5.4 |
| 2006 |
+35.30% | 7.5 | 1.9 | 4.7 | -3.4 | -2.7 | 5.0 | 3.9 | 3.5 | 2.0 | 6.0 | 4.8 | -1.8 |
| 2005 |
+11.94% | -8.6 | 3.2 | -1.7 | 5.8 | 3.5 | 4.6 | 7.1 | -4.1 | 1.3 | -2.9 | 4.2 | 0.0 |
| 2004 |
+30.76% | 4.3 | 1.6 | 5.4 | -14.6 | 7.1 | 2.8 | 0.5 | 7.8 | -0.2 | 5.4 | 4.2 | 4.8 |
| 2003 |
+35.66% | -2.7 | 1.7 | 2.0 | 4.1 | 5.5 | 2.3 | 5.2 | 0.7 | 3.4 | 1.6 | 4.3 | 3.1 |
| 2002 |
+3.75% | -0.3 | 2.0 | 6.2 | 0.6 | 1.3 | 2.8 | -5.3 | 0.2 | -3.5 | -5.0 | 4.4 | 0.9 |
| 2001 |
+12.35% | 0.4 | -1.7 | 0.8 | 2.3 | 2.2 | 5.9 | -2.1 | 3.5 | -3.9 | -3.4 | 5.8 | 2.5 |
| 2000 |
+26.35% | 0.6 | -1.5 | 3.5 | 6.7 | 1.0 | 2.5 | 8.8 | -4.0 | 2.9 | -4.6 | 1.7 | 6.9 |
| 1999 |
-4.04% | -2.4 | -1.6 | -0.4 | 9.6 | 2.1 | -1.9 | -2.9 | -1.0 | -4.1 | -2.3 | -1.5 | 3.1 |
| 1998 |
-16.32% | -1.3 | -1.7 | 2.6 | -3.4 | -0.9 | -0.0 | -6.9 | -9.2 | 6.0 | -1.8 | 1.6 | -1.8 |
| 1997 |
+18.77% | 0.2 | -0.3 | 0.4 | -3.1 | 3.0 | 5.1 | 2.9 | -0.8 | 9.2 | -2.8 | 1.7 | 2.5 |
| 1996 |
+33.84% | 1.0 | 1.2 | 0.1 | -0.1 | 2.2 | 1.8 | 0.5 | 3.6 | 2.2 | 2.5 | 4.5 | 10.7 |
| 1995 |
+12.13% | -2.8 | 1.7 | -0.2 | -0.5 | 4.0 | 2.1 | 1.2 | 0.7 | 1.7 | -3.2 | 1.2 | 6.0 |
| 1994 |
-8.40% | 2.2 | -0.5 | -5.5 | -0.3 | -0.6 | -2.5 | 0.3 | 1.7 | -3.3 | -4.2 | -3.4 | 7.9 |
ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.