Last Update: 31 Aug 2021

Category: Stocks
ETF: Vanguard Real Estate (VNQ)

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.

Capital Growth:

ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
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

Drawdonws Chart:

Rolling Returns ( more details)

Vanguard Real Estate (VNQ) ETF: annualized rolling and average returns

Swipe left to see all data
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.

Swipe left to see all data
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

Swipe left to see all data
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.

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