Data Source: from January 1928 to May 2023 (~95 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 06 2023
Consolidated Returns as of 31 May 2023
Live Update: Jun 06 2023
Category: Stocks
ETF: Vanguard Real Estate (VNQ)
ETF • LIVE PERFORMANCE (USD currency)
0.96%
1 Day
Jun 06 2023
2.71%
Current Month
June 2023
In the last 30 Years, the Vanguard Real Estate (VNQ) ETF obtained a 8.35% compound annual return, with a 19.21% standard deviation.
In 2022, the ETF granted a 2.82% 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▾ |
|---|---|---|
| Talmud Portfolio | Roger Gibson | 33.33% |
| Marc Faber Portfolio | Marc Faber | 25.00% |
| Lazy Portfolio | David Swensen | 20.00% |
| Yale Endowment | David Swensen | 20.00% |
| Five Asset | Roger Gibson | 20.00% |
| Dynamic 60/40 Income | 20.00% | |
| Five Fold | Scott Burns | 20.00% |
| One-Decision Portfolio | Marvin Appel | 20.00% |
| Nano Portfolio | John Wasik | 20.00% |
| Ivy Portfolio | Mebane Faber | 20.00% |
| Six Ways from Sunday | Scott Burns | 16.66% |
| Pinwheel | 15.00% | |
| Late Sixties and Beyond | Burton Malkiel | 15.00% |
| Seven Value | Scott Burns | 14.25% |
| Mid-Fifties | Burton Malkiel | 12.50% |
| Late Thirties to Early Forties | Burton Malkiel | 10.00% |
| Robust | Alpha Architect | 10.00% |
| Mid-Twenties | Burton Malkiel | 10.00% |
| Rob Arnott Portfolio | Rob Arnott | 10.00% |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 10.00% |
| Long Term Portfolio | Ben Stein | 10.00% |
| Ultimate Buy and Hold Strategy | Paul Merriman | 10.00% |
| Simple and Cheap | Time Inc | 10.00% |
| Tilt Toward Value | Time Inc | 10.00% |
| Sheltered Sam 100/0 | Bill Bernstein | 10.00% |
| Coffeehouse | Bill Schultheis | 10.00% |
| Sheltered Sam 90/10 | Bill Bernstein | 9.00% |
| 7Twelve Portfolio | Craig Israelsen | 8.34% |
| Ideal Index | Frank Armstrong | 8.00% |
| Core Four | Rick Ferri | 8.00% |
| Sheltered Sam 80/20 | Bill Bernstein | 8.00% |
| Sheltered Sam 70/30 | Bill Bernstein | 7.00% |
| Sheltered Sam 60/40 | Bill Bernstein | 6.00% |
| Ultimate Buy&Hold | FundAdvice | 6.00% |
| Big Rocks Portfolio | Larry Swedroe | 6.00% |
| Sheltered Sam 50/50 | Bill Bernstein | 5.00% |
| Gone Fishin' Portfolio | Alexander Green | 5.00% |
| Coward's Portfolio | Bill Bernstein | 5.00% |
| Global Market Portfolio | Credit Suisse | 5.00% |
| Sandwich Portfolio | Bob Clyatt | 5.00% |
| Conservative Income | Charles Schwab | 5.00% |
| GAA Global Asset Allocation | Mebane Faber | 4.50% |
| Sheltered Sam 40/60 | Bill Bernstein | 4.00% |
| Perfect Portfolio | Ben Stein | 4.00% |
| Sheltered Sam 30/70 | Bill Bernstein | 3.00% |
| Sheltered Sam 20/80 | Bill Bernstein | 2.00% |
| Sheltered Sam 10/90 | Bill Bernstein | 1.00% |
| Lifepath Fund | iShares | 0.51% |
Historical Returns as of May 31, 2023
Historical returns and Metrics of Vanguard Real Estate (VNQ) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to December 2004, are retrieved using the historical series of equivalent ETFs / Assets.
- No fees or capital gain taxes
- the reinvestment of dividends
ETF Returns, up to December 2004, are retrieved using the historical series of equivalent ETFs / Assets.
VANGUARD REAL ESTATE (VNQ) ETF
Portfolio Metrics
Data Source: 1 January 1928 - 31 May 2023 (~95 years)
Swipe left to see all data
| Metrics as of May 31, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~95Y) |
|
| Portfolio Return (%) | -3.96 | -5.76 | -6.98 | -15.87 | 4.80 | 4.07 | 5.34 | 8.33 | 8.35 | 6.94 |
| US Inflation (%) | 0.00 | 0.84 | 1.90 | 3.79 | 5.77 | 3.81 | 2.68 | 2.55 | 2.51 | 3.05 |
| Infl. Adjusted Return (%) | -3.96 | -6.54 | -8.72 | -18.94 | -0.92 | 0.25 | 2.60 | 5.65 | 5.70 | 3.77 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 23.51 | 19.74 | 19.94 | 17.16 | 21.89 | 19.21 | 19.62 | |||
| Sharpe Ratio | -0.81 | 0.19 | 0.14 | 0.27 | 0.33 | 0.32 | 0.15 | |||
| Sortino Ratio | -1.22 | 0.27 | 0.18 | 0.36 | 0.43 | 0.42 | 0.21 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -18.10 | -29.31 | -29.31 | -29.31 | -68.30 | -68.30 | -68.30 | |||
| Start (yyyy mm) | 2022 08 | 2022 01 | 2022 01 | 2022 01 | 2007 02 | 2007 02 | 2007 02 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2009 02 | 2009 02 | |||
| Start to Bottom (# months) | 2 | 9 | 9 | 9 | 25 | 25 | 25 | |||
| Start to Recovery (# months) in progress |
> 10
|
> 17
|
> 17
|
> 17
|
65
|
65
|
65
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 114.31 | 43.49 | 29.54 | 23.58 | 16.14 | 15.45 | ||||
| Worst Return (%) | -58.17 | -25.90 | -12.64 | -5.70 | 0.23 | 2.11 | ||||
| % Positive Periods | 71% | 82% | 89% | 95% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 1 | 2 | 5 | 21 | 38 | 72 | 147 | 217 | 662 |
| Negative | 1 | 2 | 4 | 7 | 15 | 22 | 48 | 93 | 143 | 483 |
| % Positive | 0% | 33% | 33% | 42% | 58% | 63% | 60% | 61% | 60% | 58% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 39.63 | 23.27 | 13.26 | 10.57 | 7.51 | 2.11 | ||||
| Perpetual WR (%) | 0.00 | 0.25 | 2.53 | 5.34 | 5.39 | 3.64 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the ETF
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the ETF. It's calculated by dividing the excess return of the ETF over the risk-free rate by the ETF standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the ETF. It's a modification of the Sharpe Ratio (same formula but the denominator is the ETF downside standard deviation).
- Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Correlations as of May 31, 2023
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
Monthly correlations of Vanguard Real Estate (VNQ) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).
VANGUARD REAL ESTATE (VNQ) ETF
Monthly correlations as of 31 May 2023
Swipe left to see all data
| Correlation vs VNQ | ||||||
|---|---|---|---|---|---|---|
|
|
||||||
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
US Total Stock Market VTI |
0.92
|
0.85
|
0.73
|
0.62
|
0.62
|
|
|
US Large Cap SPY |
0.91
|
0.85
|
0.72
|
0.60
|
0.60
|
|
|
US Small Cap IJR |
0.88
|
0.79
|
0.67
|
0.64
|
0.64
|
|
|
US Technology QQQ |
0.80
|
0.73
|
0.60
|
0.38
|
0.38
|
|
|
Preferred Stocks PFF |
0.87
|
0.83
|
0.75
|
0.52
|
0.51
|
|
|
EAFE Stocks EFA |
0.91
|
0.79
|
0.64
|
0.59
|
0.58
|
|
|
World All Countries VT |
0.95
|
0.85
|
0.71
|
0.62
|
0.61
|
|
|
Emerging Markets EEM |
0.76
|
0.64
|
0.52
|
0.51
|
0.51
|
|
|
Europe VGK |
0.89
|
0.79
|
0.63
|
0.59
|
0.59
|
|
|
Pacific VPL |
0.90
|
0.73
|
0.61
|
0.49
|
0.48
|
|
|
Latin America FLLA |
0.70
|
0.58
|
0.43
|
0.45
|
0.45
|
|
|
US Total Bond Market BND |
0.84
|
0.51
|
0.54
|
0.29
|
0.30
|
|
|
Long Term Treasuries TLT |
0.74
|
0.21
|
0.34
|
0.07
|
0.07
|
|
|
US Cash BIL |
-0.10
|
-0.21
|
-0.16
|
-0.02
|
-0.02
|
|
|
TIPS TIP |
0.88
|
0.64
|
0.62
|
0.32
|
0.32
|
|
|
Invest. Grade Bonds LQD |
0.88
|
0.65
|
0.66
|
0.42
|
0.42
|
|
|
High Yield Bonds HYG |
0.88
|
0.78
|
0.67
|
0.68
|
0.67
|
|
|
International Bonds BNDX |
0.84
|
0.54
|
0.55
|
0.28
|
0.28
|
|
|
Emerg. Market Bonds EMB |
0.85
|
0.72
|
0.67
|
0.50
|
0.51
|
|
|
Gold GLD |
0.46
|
0.24
|
0.19
|
0.13
|
0.13
|
|
|
Commodities DBC |
0.71
|
0.48
|
0.27
|
0.27
|
0.27
|
|
Capital Growth as of May 31, 2023
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$, since June 1993,
now would be worth 11101.89$, with a total return of 1010.19% (8.35% annualized).
The Inflation Adjusted Capital now would be 5277.15$, with a net total return of 427.72% (5.70% annualized).
The Inflation Adjusted Capital now would be 5277.15$, with a net total return of 427.72% (5.70% annualized).
An investment of 1000$, since January 1928,
now would be worth 600617.35$, with a total return of 59961.74% (6.94% annualized).
The Inflation Adjusted Capital now would be 34251.64$, with a net total return of 3325.16% (3.77% annualized).
The Inflation Adjusted Capital now would be 34251.64$, with a net total return of 3325.16% (3.77% annualized).
Readings that may interest you
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
VANGUARD REAL ESTATE (VNQ) ETF
Drawdown periods
Updated to May 2023
Worst drawdowns since June 1993.
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 |
| -29.31% | Jan 2022 | Sep 2022 | 9 | in progress | 8 | 17 |
| -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 |
| -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 |
| -5.68% | 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 |
| -2.35% | Apr 2016 | Apr 2016 | 1 | Jun 2016 | 2 | 3 |
Worst drawdowns since January 1928.
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 |
| -64.90% | Sep 1929 | Jun 1932 | 34 | Mar 1946 | 165 | 199 |
| -36.99% | Oct 1972 | Dec 1974 | 27 | Oct 1976 | 22 | 49 |
| -29.31% | Jan 2022 | Sep 2022 | 9 | in progress | 8 | 17 |
| -25.08% | Feb 2020 | Mar 2020 | 2 | Mar 2021 | 12 | 14 |
| -23.88% | Sep 1989 | Oct 1990 | 14 | Apr 1991 | 6 | 20 |
| -23.20% | Aug 1957 | Jun 1962 | 59 | Jan 1966 | 43 | 102 |
| -22.09% | Jan 1998 | Nov 1999 | 23 | Dec 2000 | 13 | 36 |
| -21.37% | Oct 1993 | Nov 1994 | 14 | Jun 1996 | 19 | 33 |
| -19.69% | Jul 1948 | Jun 1949 | 12 | Jan 1951 | 19 | 31 |
| -18.80% | Nov 1969 | Jun 1970 | 8 | Nov 1970 | 5 | 13 |
| -17.90% | Aug 1987 | Oct 1987 | 3 | Jan 1989 | 15 | 18 |
| -15.29% | May 1967 | Feb 1968 | 10 | Nov 1968 | 9 | 19 |
| -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 |
| -13.46% | May 1971 | Nov 1971 | 7 | Jul 1972 | 8 | 15 |
| -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 |
Rolling Returns ( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
VANGUARD REAL ESTATE (VNQ) ETF
Annualized Rolling Returns
Data Source: from January 1928 to May 2023
Swipe left to see all data
| Rolling Period |
Annualized Return (%) | Negative Periods |
|||
|---|---|---|---|---|---|
| Average | Latest | Best | Worst | ||
| 1 Year |
8.61 | -15.87 |
114.31 Jul 1932 - Jun 1933 |
-58.17 Apr 2008 - Mar 2009 |
28.75% |
| 2 Years |
7.90 | -7.36 |
65.96 Mar 2009 - Feb 2011 |
-42.93 Mar 2007 - Feb 2009 |
21.57% |
| 3 Years |
7.65 | 4.80 |
43.49 Apr 2009 - Mar 2012 |
-25.90 Jul 1929 - Jun 1932 |
17.93% |
| 5 Years |
7.64 | 4.07 |
29.54 Mar 2009 - Feb 2014 |
-12.64 Apr 1930 - Mar 1935 |
11.05% |
| 7 Years |
7.74 | 3.33 |
24.21 Apr 2009 - Mar 2016 |
-7.36 Apr 1931 - Mar 1938 |
7.91% |
| 10 Years |
7.87 | 5.34 |
23.58 Nov 1975 - Oct 1985 |
-5.70 Sep 1929 - Aug 1939 |
5.46% |
| 15 Years |
8.00 | 5.58 |
19.18 Sep 1974 - Aug 1989 |
-1.75 Sep 1929 - Aug 1944 |
1.86% |
| 20 Years |
8.17 | 8.33 |
16.14 Sep 1974 - Aug 1994 |
0.23 Jan 1955 - Dec 1974 |
0.00% |
| 30 Years |
8.16 | 8.35 |
15.45 Jan 1975 - Dec 2004 |
2.11 Oct 1929 - Sep 1959 |
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.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
VANGUARD REAL ESTATE (VNQ) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2023
The annualized return of the last 10 years has been 5.34% (updated at May 31, 2023).
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.
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 Gain Frequency |
3.02
80% |
-2.45
40% |
-1.19
60% |
2.58
60% |
-1.19
60% |
0.67
80% |
3.80
100% |
0.58
80% |
-4.38
20% |
1.17
60% |
3.42
60% |
0.04
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
103.02
|
100.50
|
99.30
|
101.85
|
100.64
|
101.31
|
105.16
|
105.77
|
101.13
|
102.31
|
105.81
|
105.84
|
| Best |
11.9 2019 |
3.4 2021 |
6.3 2022 |
9.0 2020 |
1.7 2020 |
4.2 2018 |
8.6 2022 |
3.7 2019 |
1.9 2019 |
7.1 2021 |
9.7 2020 |
9.7 2021 |
| Worst |
-8.4 2022 |
-7.0 2020 |
-19.4 2020 |
-4.1 2022 |
-4.7 2022 |
-7.5 2022 |
0.6 2018 |
-6.0 2022 |
-12.9 2022 |
-3.0 2020 |
-2.1 2021 |
-8.0 2018 |
Monthly Seasonality over the period Jun 2018 - May 2023
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 Gain Frequency |
1.83
60% |
-1.54
40% |
0.82
70% |
0.90
60% |
0.13
60% |
0.70
70% |
3.12
100% |
-1.13
50% |
-2.33
30% |
1.92
60% |
1.42
50% |
0.87
70% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.83
|
100.27
|
101.09
|
102.00
|
102.14
|
102.85
|
106.06
|
104.86
|
102.41
|
104.38
|
105.86
|
106.78
|
| Best |
11.9 2019 |
5.1 2014 |
10.5 2016 |
9.0 2020 |
3.7 2018 |
6.9 2016 |
8.6 2022 |
3.7 2019 |
3.5 2013 |
9.9 2014 |
9.7 2020 |
9.7 2021 |
| Worst |
-8.4 2022 |
-7.7 2018 |
-19.4 2020 |
-5.8 2015 |
-4.7 2022 |
-7.5 2022 |
0.1 2014 |
-7.0 2013 |
-12.9 2022 |
-5.7 2016 |
-5.3 2013 |
-8.0 2018 |
Monthly Seasonality over the period Jun 2013 - May 2023
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 Gain Frequency |
1.60
64% |
-0.25
50% |
0.82
67% |
1.41
58% |
-0.56
52% |
1.23
61% |
2.08
72% |
0.88
55% |
-0.67
44% |
-0.32
49% |
0.40
52% |
2.03
71% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.60
|
101.35
|
102.17
|
103.62
|
103.04
|
104.31
|
106.48
|
107.42
|
106.70
|
106.35
|
106.78
|
108.95
|
| Best |
14.1 1975 |
14.3 1931 |
10.5 2016 |
44.8 1933 |
14.9 1933 |
26.4 1938 |
38.8 1932 |
38.6 1932 |
16.9 1939 |
14.3 2011 |
13.2 1928 |
16.7 2008 |
| Worst |
-17.5 2009 |
-23.9 1933 |
-28.6 1938 |
-20.0 1932 |
-23.1 1932 |
-13.6 1930 |
-14.0 1933 |
-9.2 1998 |
-21.1 1931 |
-31.7 2008 |
-22.7 2008 |
-8.0 2018 |
Monthly Seasonality over the period Jan 1928 - May 2023
Monthly/Yearly Returns
Vanguard Real Estate (VNQ) ETF data source starts from January 1928: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Jan 1928 - May 2023
662 Positive Months (58%) - 483 Negative Months (42%)
MONTHLY RETURNS TABLE
Jan 1928 - May 2023
(Scroll down to see all data)
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 |
| 2023 |
-2.06 | -4.18 | 10.4 | -5.9 | -2.2 | 0.3 | -4.0 | |||||||
| 2022 |
-26.24 | -30.71 | -8.4 | -3.5 | 6.3 | -4.1 | -4.7 | -7.5 | 8.6 | -6.0 | -12.9 | 3.5 | 6.1 | -5.0 |
| 2021 |
+40.52 | +31.28 | 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 | -5.96 | 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 | +25.99 | 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 | -7.78 | -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 | +2.74 | -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 | +6.40 | -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 | +1.67 | 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 | +29.39 | 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 | +0.80 | 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 | +15.62 | 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 | +5.49 | 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 | +26.47 | -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 | +26.63 | -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 | -37.06 | -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 | -19.77 | 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 | +31.95 | 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 | +8.24 | -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 | +26.64 | 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 | +33.15 | -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 | +1.35 | -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 | +10.64 | 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 | +22.21 | 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 | -6.55 | -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 | +16.78 | 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 | +29.54 | 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 | +9.35 | -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 | -10.79 | 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 | +16.47 | 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 | +11.35 | 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 | +31.66 | 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 | -20.21 | -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 | +4.01 | 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 | +8.66 | 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 | -7.74 | 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 | +17.87 | 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 | +16.33 | 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 | -2.66 | 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 | +10.53 | 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 | +19.92 | 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 | +1.21 | -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 | +14.74 | 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 | +40.71 | 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 | +11.55 | 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 | -30.05 | 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 | -22.29 | 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 |
| 1971 |
+4.24 | +0.94 | 3.5 | 0.4 | 3.2 | 3.2 | -4.8 | -0.5 | -4.9 | 3.3 | -1.3 | -5.0 | -0.9 | 8.9 |
| 1970 |
+8.22 | +2.51 | -7.0 | 5.9 | 0.8 | -8.3 | -5.3 | -4.2 | 7.9 | 5.1 | 4.0 | -0.6 | 5.2 | 6.1 |
| 1969 |
+6.99 | +0.75 | 0.7 | -3.2 | 4.9 | 3.6 | 1.2 | -3.8 | -4.1 | 5.2 | -0.8 | 5.3 | -1.6 | -0.2 |
| 1968 |
+4.13 | -0.56 | -4.7 | -3.5 | 0.6 | 7.9 | 1.0 | 0.6 | -2.2 | 5.2 | -0.6 | 0.5 | 4.8 | -4.7 |
| 1967 |
+2.31 | -0.71 | 6.3 | -1.2 | 2.7 | 3.0 | -6.9 | 0.5 | 3.6 | 1.2 | -1.7 | -4.7 | -1.3 | 1.7 |
| 1966 |
+1.24 | -2.14 | 1.7 | -0.6 | -1.0 | 3.2 | -4.1 | -0.3 | 0.0 | -6.0 | 0.7 | 5.6 | 1.5 | 1.1 |
| 1965 |
+1.65 | -0.27 | 2.7 | -0.8 | -2.1 | 2.9 | -1.4 | -5.7 | 0.8 | 1.7 | 2.8 | 2.3 | -1.6 | 0.4 |
| 1964 |
+1.26 | +0.29 | 1.7 | 0.0 | 0.6 | -0.3 | 0.2 | 0.8 | 1.0 | -2.7 | 2.2 | 0.0 | -1.5 | -0.5 |
| 1963 |
+2.15 | +0.50 | 3.5 | -4.3 | 2.2 | 3.7 | 0.2 | -3.5 | -1.8 | 4.0 | -2.6 | 2.3 | -2.6 | 1.5 |
| 1962 |
+0.32 | -1.00 | -2.8 | 2.6 | 0.4 | -5.1 | -7.3 | -6.7 | 7.2 | 2.6 | -3.4 | 1.6 | 10.4 | 2.3 |
| 1961 |
+0.97 | +0.29 | 4.4 | 1.0 | 0.9 | -1.4 | 0.3 | -4.9 | 1.8 | 0.4 | -4.1 | 1.5 | 2.9 | -1.4 |
| 1960 |
+0.78 | -0.57 | -6.9 | 1.2 | -1.1 | -1.4 | 3.0 | 2.3 | -2.2 | 2.9 | -5.7 | 0.1 | 4.4 | 4.9 |
| 1959 |
+0.11 | -1.59 | -0.3 | -0.7 | -0.7 | 3.3 | 1.3 | -1.1 | 3.0 | -2.3 | -5.6 | 0.5 | 0.7 | 2.4 |
| 1958 |
+0.65 | -1.09 | 1.1 | -5.3 | 0.0 | 0.2 | -1.6 | -0.3 | 1.9 | -1.8 | 2.9 | 0.1 | -0.2 | 4.0 |
| 1957 |
+2.72 | -0.18 | -2.7 | -1.8 | 3.4 | 5.0 | 4.9 | 1.2 | 2.4 | -3.9 | -4.3 | -1.5 | 2.9 | -2.3 |
| 1956 |
+0.90 | -2.03 | -3.8 | 3.3 | 6.9 | -0.4 | -6.8 | 3.9 | 5.2 | -4.1 | -4.8 | 0.4 | -1.3 | 3.6 |
| 1955 |
+0.02 | -0.35 | -0.5 | -1.9 | -2.8 | 1.7 | -2.5 | 7.0 | 4.8 | -3.0 | -0.8 | -6.0 | 7.2 | -2.3 |
| 1954 |
+0.92 | +1.68 | 1.3 | -3.4 | -0.6 | 1.7 | 0.0 | -3.7 | 3.3 | -8.3 | 7.3 | -6.6 | 7.7 | 3.7 |
| 1953 |
+11.53 | +10.70 | 0.8 | -0.3 | -0.8 | -1.1 | 1.3 | 0.0 | 3.9 | -3.9 | 1.6 | 6.2 | 2.2 | 1.6 |
| 1952 |
+4.42 | +3.64 | 0.9 | -4.4 | 4.2 | -5.1 | 1.7 | 4.2 | 1.3 | -2.2 | -2.8 | -0.8 | 4.6 | 3.3 |
| 1951 |
+6.05 | +0.05 | 5.2 | -0.2 | -2.8 | 4.2 | -5.1 | -3.7 | 6.6 | 4.0 | -1.4 | -2.4 | -1.2 | 3.6 |
| 1950 |
+3.62 | -2.18 | 0.1 | -0.6 | -1.2 | 3.2 | 2.7 | -8.0 | -0.7 | 2.2 | 5.0 | -1.0 | -1.6 | 4.3 |
| 1949 |
+0.08 | +2.20 | -0.8 | -5.0 | 2.1 | -3.2 | -5.0 | -1.3 | 5.9 | 0.3 | 1.7 | 2.5 | -0.7 | 4.3 |
| 1948 |
+2.06 | -0.91 | -3.7 | -4.5 | 7.9 | 2.9 | 8.1 | 0.6 | -5.3 | 1.0 | -2.8 | 7.2 | -10.8 | 3.5 |
| 1947 |
+21.27 | +11.42 | 4.0 | 0.3 | 0.1 | -2.1 | 0.8 | 6.7 | 5.0 | -1.1 | 0.3 | 3.5 | -1.0 | 3.4 |
| 1946 |
+24.10 | +5.05 | 10.0 | -4.0 | 7.3 | 6.2 | 4.6 | -1.1 | 0.2 | -3.8 | -5.8 | 2.1 | 1.7 | 5.8 |
| 1945 |
+11.78 | +9.32 | -0.2 | 4.6 | -6.4 | 7.7 | -0.3 | -1.9 | -3.8 | 5.0 | 3.3 | 2.0 | 2.4 | -0.3 |
| 1944 |
+16.59 | +13.97 | 1.7 | -0.1 | 1.9 | -1.1 | 4.3 | 5.4 | -1.9 | 1.1 | -0.1 | 0.2 | 0.6 | 3.8 |
| 1943 |
+11.46 | +8.25 | 6.5 | 4.5 | 4.8 | -0.5 | 4.1 | 1.5 | -6.3 | 0.5 | 2.0 | -2.0 | -8.9 | 6.0 |
| 1942 |
+3.33 | -5.23 | 0.6 | -4.0 | -7.1 | -5.5 | 5.9 | 1.1 | 2.5 | -0.2 | 2.1 | 6.4 | -2.5 | 5.1 |
| 1941 |
-8.39 | -16.66 | -4.0 | -0.6 | 1.2 | -5.5 | 1.2 | 6.2 | 6.3 | 0.0 | -0.1 | -5.8 | -3.2 | -3.5 |
| 1940 |
+3.32 | +2.59 | -2.0 | 2.2 | 2.6 | 1.0 | -21.4 | 9.1 | 4.6 | 4.1 | 2.6 | 5.1 | -2.2 | 1.2 |
| 1939 |
-1.30 | -1.30 | -6.6 | 3.6 | -13.3 | -0.2 | 6.6 | -6.1 | 11.3 | -6.8 | 16.9 | -1.1 | -4.6 | 2.8 |
| 1938 |
-0.87 | +1.96 | -0.8 | 4.1 | -28.6 | 12.7 | -7.7 | 26.4 | 6.1 | -5.5 | -0.4 | 7.0 | -6.5 | 2.5 |
| 1937 |
+2.56 | -0.28 | 7.3 | 4.7 | 2.2 | -4.5 | 2.3 | -1.4 | 11.7 | -1.7 | -8.4 | -4.4 | -3.8 | 0.1 |
| 1936 |
+3.22 | +1.75 | 4.4 | -0.4 | 0.6 | -10.3 | 2.8 | 1.3 | 5.8 | -1.1 | -1.8 | 7.2 | -1.4 | -2.6 |
| 1935 |
+9.77 | +6.59 | -6.9 | -7.1 | -6.6 | 7.4 | 0.5 | 4.8 | 7.1 | -0.2 | 0.1 | 7.0 | 2.4 | 2.5 |
| 1934 |
+2.91 | +1.38 | 11.4 | -3.0 | 0.7 | -2.0 | -7.4 | 2.8 | -10.5 | 6.0 | 0.4 | -2.4 | 8.9 | 0.3 |
| 1933 |
-3.81 | -4.54 | -3.5 | -23.9 | -2.1 | 44.8 | 14.9 | 12.2 | -14.0 | 11.1 | -18.1 | -16.7 | 11.1 | -1.1 |
| 1932 |
-10.48 | -0.23 | -2.5 | 5.8 | -11.5 | -20.0 | -23.1 | -0.3 | 38.8 | 38.6 | -3.4 | -13.9 | -5.6 | 5.7 |
| 1931 |
-8.12 | +1.32 | 8.4 | 14.3 | -3.9 | -6.0 | -9.2 | 15.3 | -3.4 | 3.8 | -21.1 | 9.7 | -3.7 | -6.2 |
| 1930 |
-4.29 | +2.25 | 8.4 | 4.1 | 9.6 | 0.8 | 0.2 | -13.6 | 5.2 | 2.6 | -9.7 | -5.6 | 0.4 | -3.9 |
| 1929 |
-2.06 | -2.63 | 6.6 | 0.2 | 0.6 | 2.4 | -3.4 | 11.8 | 5.2 | 10.2 | -4.1 | -18.5 | -11.8 | 3.3 |
| 1928 |
+1.49 | +2.68 | -3.7 | -5.1 | 8.3 | 0.4 | -1.7 | -8.0 | -1.9 | 6.0 | -0.2 | -1.4 | 13.2 | -2.6 |
ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
