Last Update: 30 Nov 2019

Category: Stocks
ETF: Vanguard Real Estate (VNQ)

In the last 10 years, the Vanguard Real Estate (VNQ) ETF obtained a 12.66% compound annual return, with a 15.37% standard deviation.

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%

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

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
Nov 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.30%
-1.30%
Nov 2019 - Nov 2019
0 - 1
3M
+1.73%
-1.30%
Nov 2019 - Nov 2019
2 - 1
6M
+9.00%
-1.30%
Nov 2019 - Nov 2019
5 - 1
YTD
+27.91%
-1.30%
Nov 2019 - Nov 2019
9 - 2
1Y
+17.73%
14.91%
-7.96%
Dec 2018 - Dec 2018
9 - 3
3Y
+9.75%
annualized
12.22%
-11.73%
Dec 2017 - Feb 2018
22 - 14
5Y
+7.40%
annualized
13.71%
-14.87%
Aug 2016 - Feb 2018
33 - 27
10Y
+12.66%
annualized
15.37%
-17.37%
Jun 2011 - Sep 2011
72 - 48
MAX
Dec 1993
+9.65%
annualized
18.93%
-68.31%
Feb 2007 - Feb 2009
188 - 123

* 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
+12.02% +110.54%
Apr 2009 - Mar 2010
-58.17%
Apr 2008 - Mar 2009
20.33%
2 Years
+11.13% +65.96%
Mar 2009 - Feb 2011
-42.92%
Mar 2007 - Feb 2009
17.01%
3 Years
+10.76% +43.49%
Apr 2009 - Mar 2012
-25.03%
Apr 2006 - Mar 2009
12.32%
5 Years
+10.32% +29.54%
Mar 2009 - Feb 2014
-8.74%
Apr 2004 - Mar 2009
5.95%
7 Years
+10.50% +24.21%
Apr 2009 - Mar 2016
-1.16%
Apr 2002 - Mar 2009
0.88%
10 Years
+10.44% +18.35%
Apr 2009 - Mar 2019
+3.15%
Mar 1999 - Feb 2009
0.00%
15 Years
+10.00% +13.04%
Feb 2000 - Jan 2015
+3.84%
Mar 1994 - Feb 2009
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+27.91% 11.9 0.7 4.2 -0.2 0.1 1.5 1.7 3.8 1.9 1.1 -1.3
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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