Data Source: from January 1972 to April 2022
Consolidated Returns as of 30 Apr 2022
Live Update: May 27 2022
Category: Stocks
ETF: Vanguard Real Estate (VNQ)
ETF • LIVE PERFORMANCE (USD currency)
2.68%
1 Day
May 27 2022
3.50%
Current Month
May 2022

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.

VANGUARD REAL ESTATE (VNQ) ETF
Consolidated returns as of 30 Apr 2022
Data Source: from January 1972 to April 2022
Swipe left to see all data
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
(*) Returns over 1 year are annualized

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.

An investment of 1000$, since May 1992, now would be worth 18101.85$, with a total return of 1710.18% (10.13% annualized).

The Inflation Adjusted Capital now would be 8741.67$, with a net total return of 774.17% (7.49% annualized).
An investment of 1000$, since January 1972, now would be worth 206619.96$, with a total return of 20562.00% (11.17% 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.

Swipe left to see all data
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.

Swipe left to see all data
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

Swipe left to see all data
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%
(*) 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

Vanguard Real Estate (VNQ) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
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
Statistics calculated for the period Jan 1972 - Apr 2022

Monthly/Yearly Returns

Vanguard Real Estate (VNQ) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
371 Positive Months (61%) - 233 Negative Months (39%)
Jan 1972 - Apr 2022
Swipe left to see all data
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.

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