VNQReal Estate (REIT)

US real estate investment trusts. Income generation plus inflation-linked real assets.

$10,000 invested in 2005$37,027by 2024

CAGR

+6.8%

20-year annualized

Total Return

270%

$10k → $37,027

Max Drawdown

-47.3%

worst peak-to-trough

Best Year

+41%

2021

Growth of $10,000

20052024
$25k$44k20052008201120142017202020232024

Annual returns — VNQ (20052024)

2005+12%
2006+35%
2007-16%
2008-37%
2009+30%
2010+28%
2011+9%
2012+18%
2013+2%
2014+30%
2015+2%
2016+9%
2017+5%
2018-6%
2019+29%
2020-5%
2021+41%
2022-26%
2023+12%
2024+5%

Year-by-year performance

YearReturnPortfolio Value
2024+4.81%$37,027
2023+11.79%$35,328
2022-26.24%$31,602
2021+40.52%$42,844
2020-4.68%$30,490
2019+28.87%$31,987
2018-6.02%$24,821
2017+4.91%$26,411
2016+8.60%$25,175
2015+2.42%$23,181
2014+30.36%$22,633
2013+2.31%$17,362
2012+17.63%$16,970
2011+8.62%$14,427
2010+28.37%$13,282
2009+30.08%$10,347
2008-37.00%$7,954
2007-16.34%$12,625
2006+35.19%$15,091
2005+11.63%$11,163

All returns are total returns (price appreciation + dividends reinvested). Expense ratio of 0.13% not deducted.

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