In the last 30 Years, the Vanguard Real Estate (VNQ) ETF obtained a 10.13% compound annual return, with a 18.81% standard deviation.
In 2021, the ETF granted a 3.53% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Real Estate (VNQ) ETF: 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 part of the following Lazy Portfolios:
Portfolio Name | Author | VNQ 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 | Mebane Faber | 4.5% |
Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 10.0% |
Marc Faber Portfolio | Marc Faber | 25.0% |
Perfect Portfolio | Ben Stein | 4.0% |
Historical Returns as of Apr 30, 2022
Historical returns and stats of Vanguard Real Estate (VNQ) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-4.09
|
-4.41
|
-4.09
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
-1.62
|
-3.92
|
-4.09
Apr 2022 - Apr 2022
|
1 - 2
|
|
6M
|
-3.26
|
-7.31
|
-11.61
Jan 2022 - Feb 2022
|
2 - 4
|
|
YTD
|
-9.91
|
-12.57
|
-11.61
Jan 2022 - Feb 2022
|
1 - 3
|
|
1Y
|
7.89
|
-0.31
|
18.57
|
-11.61
Jan 2022 - Feb 2022
|
7 - 5
58% pos
|
3Y(*)
|
9.89
|
5.46
|
19.10
|
-25.08
Feb 2020 - Mar 2020
|
26 - 10
72% pos
|
5Y(*)
|
8.70
|
5.12
|
17.27
|
-25.08
Feb 2020 - Mar 2020
|
39 - 21
65% pos
|
10Y(*)
|
8.93
|
6.44
|
15.78
|
-25.08
Feb 2020 - Mar 2020
|
74 - 46
62% pos
|
15Y(*)
|
6.20
|
3.84
|
23.09
|
-66.70
May 2007 - Feb 2009
|
107 - 73
59% pos
|
20Y(*)
|
9.85
|
7.26
|
21.33
|
-68.30
Feb 2007 - Feb 2009
|
151 - 89
63% pos
|
25Y(*)
|
9.61
|
7.05
|
19.98
|
-68.30
Feb 2007 - Feb 2009
|
183 - 117
61% pos
|
30Y(*)
|
10.13
|
7.49
|
18.81
|
-68.30
Feb 2007 - Feb 2009
|
221 - 139
61% pos
|
MAX(*)
01 Jan 1972
|
11.17
|
6.95
|
17.12
|
-68.30
Feb 2007 - Feb 2009
|
371 - 233
61% pos
|
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 30, 2022
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) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 8741.67$, with a net total return of 774.17% (7.49% annualized).
The Inflation Adjusted Capital now would be 29418.67$, with a net total return of 2841.87% (6.95% annualized).
Drawdowns
Worst drawdowns since May 1992.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-68.30% | Feb 2007 | Feb 2009 | 25 | Jun 2012 | 40 | 65 |
-25.08% | Feb 2020 | Mar 2020 | 2 | Mar 2021 | 12 | 14 |
-22.09% | Jan 1998 | Nov 1999 | 23 | Dec 2000 | 13 | 36 |
-21.37% | Oct 1993 | Nov 1994 | 14 | Jun 1996 | 19 | 33 |
-14.88% | 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 |
-11.61% | Jan 2022 | Feb 2022 | 2 | in progress | 2 | 4 |
-8.56% | Jan 2005 | Jan 2005 | 1 | May 2005 | 4 | 5 |
-7.12% | 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 |
-5.91% | Apr 1993 | May 1993 | 2 | Aug 1993 | 3 | 5 |
-5.68% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-5.58% | 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 |
Worst drawdowns since January 1972.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-68.30% | Feb 2007 | Feb 2009 | 25 | Jun 2012 | 40 | 65 |
-36.99% | Oct 1972 | Dec 1974 | 27 | Oct 1976 | 22 | 49 |
-25.08% | Feb 2020 | Mar 2020 | 2 | Mar 2021 | 12 | 14 |
-23.88% | Sep 1989 | Oct 1990 | 14 | Apr 1991 | 6 | 20 |
-22.09% | Jan 1998 | Nov 1999 | 23 | Dec 2000 | 13 | 36 |
-21.37% | Oct 1993 | Nov 1994 | 14 | Jun 1996 | 19 | 33 |
-17.90% | Aug 1987 | Oct 1987 | 3 | Jan 1989 | 15 | 18 |
-14.88% | 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 |
-12.70% | Sep 1979 | Oct 1979 | 2 | Jan 1980 | 3 | 5 |
-12.42% | Mar 1980 | Apr 1980 | 2 | Jul 1980 | 3 | 5 |
-11.61% | Jan 2022 | Feb 2022 | 2 | in progress | 2 | 4 |
-10.69% | Jul 1981 | Sep 1981 | 3 | Sep 1982 | 12 | 15 |
-9.37% | May 1972 | May 1972 | 1 | Jul 1972 | 2 | 3 |
-8.56% | Jan 2005 | Jan 2005 | 1 | May 2005 | 4 | 5 |
-7.54% | Oct 1978 | Oct 1978 | 1 | Jan 1979 | 3 | 4 |
-7.12% | Sep 2001 | Oct 2001 | 2 | Dec 2001 | 2 | 4 |
Rolling Returns ( more details)
Vanguard Real Estate (VNQ) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
13.00 |
110.54 Apr 2009 - Mar 2010 |
-58.17 Apr 2008 - Mar 2009 |
22.09% |
2 Years |
12.12 |
65.96 Mar 2009 - Feb 2011 |
-42.93 Mar 2007 - Feb 2009 |
15.32% |
3 Years |
12.06 |
43.49 Apr 2009 - Mar 2012 |
-25.03 Apr 2006 - Mar 2009 |
9.31% |
5 Years |
12.14 |
29.54 Mar 2009 - Feb 2014 |
-8.74 Apr 2004 - Mar 2009 |
2.75% |
7 Years |
12.14 |
24.21 Apr 2009 - Mar 2016 |
-1.16 Apr 2002 - Mar 2009 |
0.38% |
10 Years |
12.02 |
23.58 Nov 1975 - Oct 1985 |
3.15 Mar 1999 - Feb 2009 |
0.00% |
15 Years |
11.58 |
19.18 Sep 1974 - Aug 1989 |
3.84 Mar 1994 - Feb 2009 |
0.00% |
20 Years |
11.53 |
16.14 Sep 1974 - Aug 1994 |
5.66 Mar 1989 - Feb 2009 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Vanguard Real Estate (VNQ) ETF: Rolling Returns page.
Seasonality
Vanguard Real Estate (VNQ) ETF: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
2.02 69% |
0.18 59% |
1.82 75% |
1.70 61% |
0.12 50% |
1.58 72% |
1.63 76% |
0.41 54% |
0.18 50% |
-0.40 44% |
0.34 56% |
2.52 72% |
Best Year |
14.1 1975 |
5.6 2010 |
10.5 2016 |
30.7 2009 |
7.1 2004 |
10.0 1972 |
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 |
-9.4 1972 |
-10.6 2008 |
-8.3 2007 |
-9.2 1998 |
-10.8 2011 |
-31.7 2008 |
-22.7 2008 |
-8.0 2018 |
Monthly/Yearly Returns
Vanguard Real Estate (VNQ) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-9.91 | -12.57 | -8.4 | -3.5 | 6.3 | -4.1 | ||||||||
2021 |
+40.52 | +31.21 | 0.0 | 3.4 | 5.1 | 7.9 | 0.8 | 2.6 | 4.4 | 2.2 | -5.7 | 7.1 | -2.1 | 9.7 |
2020 |
-4.68 | -5.88 | 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 | +26.02 | 11.9 | 0.7 | 4.2 | -0.2 | 0.1 | 1.5 | 1.7 | 3.7 | 1.9 | 1.1 | -1.3 | 0.8 |
2018 |
-6.02 | -7.79 | -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 | +2.72 | -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 | +6.42 | -3.4 | -0.4 | 10.5 | -2.4 | 2.2 | 6.9 | 4.3 | -3.8 | -1.8 | -5.7 | -1.7 | 4.8 |
2015 |
+2.42 | +1.77 | 6.9 | -3.7 | 1.7 | -5.8 | -0.3 | -4.7 | 5.8 | -6.3 | 3.1 | 5.8 | -0.6 | 1.8 |
2014 |
+30.36 | +29.52 | 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 | +0.78 | 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 | +15.60 | 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 | +5.39 | 3.3 | 4.7 | -1.6 | 5.7 | 1.4 | -3.3 | 1.6 | -5.6 | -10.8 | 14.3 | -3.8 | 4.8 |
2010 |
+28.37 | +26.55 | -5.5 | 5.6 | 10.2 | 7.2 | -5.3 | -5.2 | 9.6 | -1.3 | 4.4 | 4.7 | -1.9 | 4.5 |
2009 |
+30.08 | +26.52 | -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 | -36.98 | -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 | -19.80 | 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 | +31.97 | 7.5 | 1.9 | 4.7 | -3.4 | -2.7 | 4.9 | 3.9 | 3.5 | 2.0 | 6.0 | 4.8 | -1.8 |
2005 |
+11.94 | +8.32 | -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 | +26.53 | 4.3 | 1.6 | 5.4 | -14.6 | 7.1 | 2.8 | 0.5 | 7.8 | -0.2 | 5.4 | 4.1 | 4.8 |
2003 |
+35.66 | +32.95 | -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 | +1.24 | -0.2 | 2.0 | 6.2 | 0.6 | 1.3 | 2.8 | -5.3 | 0.2 | -3.5 | -5.0 | 4.4 | 0.8 |
2001 |
+12.35 | +10.58 | 0.4 | -1.7 | 0.8 | 2.3 | 2.1 | 5.9 | -2.1 | 3.5 | -3.9 | -3.4 | 5.8 | 2.5 |
2000 |
+26.35 | +22.15 | 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 | -6.54 | -2.4 | -1.6 | -0.4 | 9.6 | 2.1 | -1.9 | -2.9 | -1.0 | -4.1 | -2.2 | -1.5 | 3.1 |
1998 |
-16.32 | -17.65 | -1.3 | -1.6 | 2.6 | -3.4 | -0.9 | 0.0 | -6.9 | -9.2 | 6.0 | -1.8 | 1.6 | -1.8 |
1997 |
+18.77 | +16.79 | 0.2 | -0.3 | 0.4 | -3.1 | 3.0 | 5.1 | 2.8 | -0.7 | 9.2 | -2.8 | 1.7 | 2.5 |
1996 |
+33.84 | +29.47 | 1.0 | 1.2 | 0.1 | -0.1 | 2.2 | 1.8 | 0.4 | 3.6 | 2.2 | 2.5 | 4.5 | 10.7 |
1995 |
+12.13 | +9.36 | -2.8 | 1.7 | -0.2 | -0.4 | 4.0 | 2.1 | 1.2 | 0.7 | 1.7 | -3.2 | 1.2 | 6.0 |
1994 |
-8.40 | -10.72 | 2.2 | -0.5 | -5.5 | -0.3 | -0.6 | -2.5 | 0.3 | 1.7 | -3.3 | -4.1 | -3.4 | 7.9 |
1993 |
+19.67 | +16.40 | 6.4 | 5.4 | 8.5 | -4.4 | -1.6 | 3.2 | 1.8 | 2.5 | 4.9 | -1.9 | -5.4 | -0.2 |
1992 |
+14.58 | +11.28 | 4.9 | -2.4 | -1.7 | -0.4 | 4.4 | -1.3 | 4.3 | 0.3 | 2.1 | -0.1 | 2.1 | 1.8 |
1991 |
+35.69 | +31.76 | 10.9 | 1.8 | 8.7 | 2.5 | 1.1 | -2.8 | 2.0 | -0.4 | 2.5 | -1.1 | -0.6 | 7.2 |
1990 |
-15.34 | -20.32 | -4.2 | -0.7 | 1.0 | -1.7 | -0.1 | 1.7 | -0.9 | -7.2 | -7.1 | -3.4 | 7.1 | -0.3 |
1989 |
+8.84 | +4.02 | 2.2 | -0.3 | 0.5 | 2.8 | 0.9 | 1.9 | 3.7 | 0.9 | -0.9 | -2.6 | -0.3 | -0.2 |
1988 |
+13.47 | +8.67 | 5.5 | 3.8 | 0.5 | 0.7 | -1.5 | 3.5 | 1.1 | -0.5 | 0.6 | -0.4 | -2.0 | 1.8 |
1987 |
-3.65 | -7.65 | 5.6 | 3.6 | 0.2 | -1.2 | -0.8 | 2.8 | 0.0 | -2.4 | -0.8 | -15.2 | 2.3 | 4.0 |
1986 |
+19.17 | +17.77 | 4.4 | 2.1 | 6.7 | -0.2 | -1.7 | 5.1 | -0.5 | 3.3 | -0.8 | 2.3 | -0.7 | -1.8 |
1985 |
+19.07 | +14.72 | 4.9 | 2.7 | 1.6 | 0.9 | 3.1 | 2.0 | 1.9 | -2.5 | -2.0 | 2.8 | -0.4 | 2.8 |
1984 |
+20.93 | +16.23 | 3.7 | 0.6 | 0.1 | 1.4 | -2.0 | 0.0 | -1.7 | 4.2 | 7.1 | 2.1 | 2.0 | 2.0 |
1983 |
+30.64 | +25.87 | 4.0 | -0.6 | 9.4 | 6.4 | 1.3 | 1.8 | -2.4 | -0.3 | -1.2 | 3.3 | 2.1 | 3.8 |
1982 |
+21.60 | +17.12 | -0.4 | -1.8 | -1.5 | 2.8 | 0.0 | -3.8 | 0.4 | 3.7 | 4.6 | 10.1 | 3.7 | 2.6 |
1981 |
+6.02 | -2.65 | 2.1 | 0.9 | 2.5 | 1.5 | -0.4 | 2.3 | -0.8 | -3.8 | -6.5 | 5.1 | 3.7 | -0.3 |
1980 |
+24.36 | +10.69 | 7.5 | 1.2 | -12.2 | -0.3 | 5.1 | 7.0 | 7.8 | 3.0 | -1.6 | 10.2 | -2.0 | -1.6 |
1979 |
+35.86 | +19.96 | 3.9 | 2.1 | 7.2 | 0.8 | -0.9 | 9.2 | 4.3 | 12.6 | -2.3 | -10.7 | 3.5 | 3.3 |
1978 |
+10.34 | +1.24 | -2.3 | 1.4 | 4.8 | 3.3 | -3.0 | -0.8 | 3.3 | 4.4 | 0.0 | -7.5 | 3.3 | 3.7 |
1977 |
+22.43 | +14.76 | 5.8 | 1.0 | 0.7 | 1.3 | 0.3 | 4.3 | 0.2 | 0.2 | 0.5 | 0.0 | 4.5 | 1.9 |
1976 |
+47.56 | +40.48 | 13.7 | 4.9 | 0.4 | 1.9 | -2.8 | 4.0 | 2.5 | 3.7 | 1.0 | 1.2 | 3.3 | 6.6 |
1975 |
+19.29 | +11.35 | 14.1 | 2.4 | 2.8 | 2.8 | -1.4 | 6.3 | -1.5 | -1.5 | -6.3 | -2.5 | 1.7 | 2.3 |
1974 |
-21.42 | -29.90 | 4.6 | 4.3 | -2.2 | -5.5 | -7.0 | 1.6 | -7.7 | -7.5 | -0.5 | 4.3 | -5.4 | -1.6 |
1973 |
-15.52 | -22.45 | 1.5 | -5.5 | 2.4 | -4.7 | -2.8 | 2.1 | 3.5 | -4.7 | 6.5 | 0.9 | -14.0 | -0.2 |
1972 |
+8.01 | +4.45 | 0.0 | 1.7 | -0.3 | 3.8 | -9.4 | 10.0 | 5.8 | -1.3 | 3.9 | -2.3 | -1.3 | -1.5 |
ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.