Vanguard Real Estate (VNQ): Historical Returns

Last Update: 31 Jan 2021

Category: Stocks

ETF: Vanguard Real Estate (VNQ)

In the last 10 years, the Vanguard Real Estate (VNQ) ETF obtained a 8.32% compound annual return, with a 16.08% 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%

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.

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Period	Returns Jan 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+0.04%		0.00%	1 - 0
3M	+12.70%		0.00%	3 - 0
6M	+6.86%		-5.60% Sep 2020 - Oct 2020	4 - 2
YTD	+0.04%		0.00%	1 - 0
1Y	-5.80%	25.41%	-25.08% Feb 2020 - Mar 2020	8 - 4
3Y	+6.45% annualized	18.53%	-25.08% Feb 2020 - Mar 2020	26 - 10
5Y	+6.38% annualized	16.35%	-25.08% Feb 2020 - Mar 2020	36 - 24
10Y	+8.32% annualized	16.08%	-25.08% Feb 2020 - Mar 2020	73 - 47
MAX 01 Jan 1994	+9.06% annualized	19.16%	-68.31% Feb 2007 - Feb 2009	198 - 127

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Worst drawdowns since January 2011.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-25.08%	Feb 2020	Mar 2020	2	in progress	10	12
-17.37%	Jun 2011	Sep 2011	4	Jan 2012	4	8
-14.87%	Aug 2016	Feb 2018	19	Jan 2019	11	30
-13.50%	May 2013	Aug 2013	4	Apr 2014	8	12
-13.08%	Feb 2015	Aug 2015	7	Mar 2016	7	14
-6.04%	Sep 2014	Sep 2014	1	Oct 2014	1	2
-4.51%	May 2012	May 2012	1	Jun 2012	1	2
-3.02%	Aug 2012	Nov 2012	4	Dec 2012	1	5
-2.35%	Apr 2016	Apr 2016	1	Jun 2016	2	3
-1.62%	Mar 2011	Mar 2011	1	Apr 2011	1	2
-1.30%	Nov 2019	Nov 2019	1	Jan 2020	2	3
-1.15%	Feb 2012	Feb 2012	1	Mar 2012	1	2
-0.16%	Apr 2019	Apr 2019	1	Jun 2019	2	3

Worst drawdowns since December 1993.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-68.31%	Feb 2007	Feb 2009	25	Jun 2012	40	65
-25.08%	Feb 2020	Mar 2020	2	in progress	10	12
-22.10%	Jan 1998	Nov 1999	23	Dec 2000	13	36
-16.92%	Feb 1994	Nov 1994	10	Dec 1995	13	23
-14.87%	Aug 2016	Feb 2018	19	Jan 2019	11	30
-14.56%	Apr 2004	Apr 2004	1	Aug 2004	4	5
-13.50%	May 2013	Aug 2013	4	Apr 2014	8	12
-13.08%	Feb 2015	Aug 2015	7	Mar 2016	7	14
-13.01%	Jul 2002	Oct 2002	4	May 2003	7	11
-8.56%	Jan 2005	Jan 2005	1	May 2005	4	5
-7.11%	Sep 2001	Oct 2001	2	Dec 2001	2	4
-6.04%	Sep 2014	Sep 2014	1	Oct 2014	1	2
-6.01%	Apr 2006	May 2006	2	Jul 2006	2	4
-5.57%	Aug 2005	Oct 2005	3	Jan 2006	3	6
-3.10%	Apr 1997	Apr 1997	1	Jun 1997	2	3
-3.02%	Aug 2012	Nov 2012	4	Dec 2012	1	5
-2.80%	Oct 1997	Oct 1997	1	Dec 1997	2	3
-2.35%	Apr 2016	Apr 2016	1	Jun 2016	2	3
-2.10%	Jul 2001	Jul 2001	1	Aug 2001	1	2
-1.83%	Dec 2006	Dec 2006	1	Jan 2007	1	2

Rolling Returns ( more details)

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

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+11.33%	+110.54% Apr 2009 - Mar 2010	-58.17% Apr 2008 - Mar 2009	22.93%
2 Years	+10.87%	+65.96% Mar 2009 - Feb 2011	-42.92% Mar 2007 - Feb 2009	16.23%
3 Years	+10.42%	+43.49% Apr 2009 - Mar 2012	-25.03% Apr 2006 - Mar 2009	12.07%
5 Years	+10.03%	+29.54% Mar 2009 - Feb 2014	-8.74% Apr 2004 - Mar 2009	5.64%
7 Years	+10.30%	+24.21% Apr 2009 - Mar 2016	-1.16% Apr 2002 - Mar 2009	0.83%
10 Years	+10.36%	+18.35% Apr 2009 - Mar 2019	+3.15% Mar 1999 - Feb 2009	0.00%
15 Years	+9.71%	+13.04% Feb 2000 - Jan 2015	+3.84% Mar 1994 - Feb 2009	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

Vanguard Real Estate (VNQ) ETF Seasonality

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	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	0.4	-0.8	0.4	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	9.7 2020	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	57	48	70	59	63	63	81	56	52	41	59	81

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+0.04%	0.0
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.