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Vanguard Real Estate Index Investor (VGSIX)

29.64
+0.51
+(1.75%)
At close: 8:04:31 PM EDT

Fund Summary

The advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.19%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 7

Performance & Risk

YTD Return 1.07%
5y Average Return 9.27%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
VGSIXCategory AverageVGSIXCategory AverageVGSIXCategory Average
Alpha -11.53 -0.01 -5.97 -0.05 -2.48 0.02
BETA 1.2 0.01 1.1 0.01 0.96 0.01
Mean Annual Return 0.06 0.01 0.71 0.01 0.55 0.01
R-squared 78.67 0.66 74.18 0.55 62.2 0.47
Standard Deviation 20.97 0.2 19.36 0.17 17.94 0.16
Sharpe Ratio -0.18 0.01 0.29 0 0.26 0.01
Treynor Ratio -5.05 0.12 3.69 0.07 3.23 0.11

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