Last Update: 31 Aug 2020

Category: Stocks
ETF: Vanguard Real Estate (VNQ)

In the last 10 years, the Vanguard Real Estate (VNQ) ETF obtained a 9.25% compound annual return, with a 15.91% standard deviation.

In 2019, the portfolio granted a 4.27% 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%

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 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.44%
0.00%
1 - 0
3M
+6.61%
0.00%
3 - 0
6M
-4.77%
-19.42%
Mar 2020 - Mar 2020
5 - 1
YTD
-10.37%
-25.08%
Feb 2020 - Mar 2020
6 - 2
1Y
-8.13%
23.14%
-25.08%
Feb 2020 - Mar 2020
9 - 3
3Y
+3.22%
annualized
17.79%
-25.08%
Feb 2020 - Mar 2020
24 - 12
5Y
+6.40%
annualized
15.99%
-25.08%
Feb 2020 - Mar 2020
36 - 24
10Y
+9.25%
annualized
15.91%
-25.08%
Feb 2020 - Mar 2020
74 - 46
MAX
01 Jan 1994
+8.95%
annualized
19.21%
-68.31%
Feb 2007 - Feb 2009
195 - 125

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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
+11.66% +110.54%
Apr 2009 - Mar 2010
-58.17%
Apr 2008 - Mar 2009
21.68%
2 Years
+10.97% +65.96%
Mar 2009 - Feb 2011
-42.92%
Mar 2007 - Feb 2009
16.50%
3 Years
+10.53% +43.49%
Apr 2009 - Mar 2012
-25.03%
Apr 2006 - Mar 2009
12.28%
5 Years
+10.13% +29.54%
Mar 2009 - Feb 2014
-8.74%
Apr 2004 - Mar 2009
5.75%
7 Years
+10.36% +24.21%
Apr 2009 - Mar 2016
-1.16%
Apr 2002 - Mar 2009
0.84%
10 Years
+10.41% +18.35%
Apr 2009 - Mar 2019
+3.15%
Mar 1999 - Feb 2009
0.00%
15 Years
+9.82% +13.04%
Feb 2000 - Jan 2015
+3.84%
Mar 1994 - Feb 2009
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Vanguard Real Estate (VNQ) ETF Seasonality

Swipe left to see all data
Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.5 -0.7 1.5 2.5 0.9 0.6 1.9 0.4 0.5 -0.7 0.1 3.0
Best 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
6.6
2009
16.7
2008
Worst -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
Gain
Frequency
56 48 70 59 63 63 81 56 54 42 58 81

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
2020
-10.37% 1.2 -7.0 -19.4 9.0 1.7 2.4 3.6 0.4
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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