Last Update: 31 Aug 2021
In the last 10 years, the Vanguard Real Estate (VNQ) ETF obtained a 10.9% compound annual return, with a 16.04% standard deviation.
In the last 20 years, a 10.47% compound annual return, with a 21.06% standard deviation.
In 2020, the portfolio granted a 3.65% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Real Estate (VNQ): Dividend Yield page.
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% |
| Big Rocks Portfolio | Larry Swedroe | 6.0% |
| Late Sixties and Beyond | Burton Malkiel | 15.0% |
| Late Thirties to Early Forties | Burton Malkiel | 10.0% |
| Mid-Fifties | Burton Malkiel | 12.5% |
| Mid-Twenties | Burton Malkiel | 10.0% |
| Gone Fishin' Portfolio | Alexander Green | 5.0% |
| Dynamic 60/40 Income | 20.0% | |
| GAA Global Asset Allocation | Meb Faber | 4.5% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the Vanguard Real Estate (VNQ): Dividend Yield page.
ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.15%
|
0.00%
|
1 - 0 | |
|
3M
|
+9.49%
|
0.00%
|
3 - 0 | |
|
6M
|
+25.17%
|
0.00%
|
6 - 0 | |
|
YTD
|
+29.50%
|
0.00%
|
8 - 0 | |
|
1Y
|
+37.73%
|
12.53%
|
-5.60%
Sep 2020 - Oct 2020
|
10 - 2 |
|
3Y
|
+13.15%
annualized
|
18.40%
|
-25.08%
Feb 2020 - Mar 2020
|
27 - 9 |
|
5Y
|
+8.39%
annualized
|
15.85%
|
-25.08%
Feb 2020 - Mar 2020
|
39 - 21 |
|
10Y
|
+10.90%
annualized
|
16.04%
|
-25.08%
Feb 2020 - Mar 2020
|
76 - 44 |
|
MAX
01 Jan 1994
|
+9.88%
annualized
|
19.04%
|
-68.31%
Feb 2007 - Feb 2009
|
205 - 127 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
Vanguard Real Estate (VNQ) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+11.77% |
+110.54% Apr 2009 - Mar 2010 |
-58.17% Apr 2008 - Mar 2009 |
22.43% |
| 2 Years |
+10.86% |
+65.96% Mar 2009 - Feb 2011 |
-42.92% Mar 2007 - Feb 2009 |
15.86% |
| 3 Years |
+10.46% |
+43.49% Apr 2009 - Mar 2012 |
-25.03% Apr 2006 - Mar 2009 |
11.78% |
| 5 Years |
+9.97% |
+29.54% Mar 2009 - Feb 2014 |
-8.74% Apr 2004 - Mar 2009 |
5.49% |
| 7 Years |
+10.25% |
+24.21% Apr 2009 - Mar 2016 |
-1.16% Apr 2002 - Mar 2009 |
0.80% |
| 10 Years |
+10.33% |
+18.35% Apr 2009 - Mar 2019 |
+3.15% Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
+9.60% |
+13.04% Feb 2000 - Jan 2015 |
+3.84% Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
+10.21% |
+11.81% Feb 1995 - Jan 2015 |
+8.44% Mar 1998 - Feb 2018 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Vanguard Real Estate (VNQ) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the Vanguard Real Estate (VNQ) ETF, the average monthly return is represented.
Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).
Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.46 57% |
-0.57 50% |
1.67 71% |
2.71 61% |
0.90 64% |
0.68 64% |
1.94 82% |
0.49 57% |
0.41 52% |
-0.81 41% |
0.44 59% |
2.98 81% |
| Best Year |
11.9 2019 |
5.6 2010 |
10.5 2016 |
30.7 2009 |
7.1 2004 |
6.9 2016 |
10.8 2009 |
14.3 2009 |
9.2 1997 |
14.3 2011 |
9.7 2020 |
16.7 2008 |
| Worst Year |
-17.5 2009 |
-20.5 2009 |
-19.4 2020 |
-14.6 2004 |
-6.0 2013 |
-10.6 2008 |
-8.3 2007 |
-9.2 1998 |
-10.9 2011 |
-31.7 2008 |
-22.7 2008 |
-8.0 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in Vanguard Real Estate (VNQ) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+29.50% | 0.0 | 3.4 | 5.2 | 7.9 | 0.8 | 2.6 | 4.4 | 2.2 | ||||
| 2020 |
-4.68% | 1.2 | -7.0 | -19.4 | 9.0 | 1.7 | 2.4 | 3.6 | 0.4 | -2.7 | -3.0 | 9.7 | 2.7 |
| 2019 |
+28.87% | 11.9 | 0.7 | 4.2 | -0.2 | 0.1 | 1.5 | 1.7 | 3.8 | 1.9 | 1.1 | -1.3 | 0.8 |
| 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.