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Vanguard Real Estate II Index (VRTPX)

21.79
+0.02
+(0.09%)
At close: 8:02:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.66%
5y Average Return 9.45%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (Mar 31, 2025) 40.41%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 40.41%
Worst 3Y Total Return -4.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VRTPX
Category
YTD
5.32%
20.43%
1-Month
3.58%
2.69%
3-Month
-3.34%
11.34%
1-Year
14.02%
36.79%
3-Year
1.07%
10.81%
5-Year
5.41%
7.03%
10-Year
0.00%
9.08%
Last Bull Market
25.80%
31.03%
Last Bear Market
-15.46%
-16.60%

Annual Total Return (%) History

Year
VRTPX
Category
2024
4.99%
--
2023
11.83%
--
2022
-26.15%
--
2021
40.41%
--
2020
-4.60%
-4.49%
2019
28.97%
27.28%
2018
-5.95%
-5.97%
2017
--
6.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.17% -1.85% 17.18% -7.64%
2023 1.78% 1.66% -8.50% 18.11%
2022 -5.95% -15.46% -10.99% 4.35%
2021 8.70% 11.67% 0.67% 14.91%
2020 -24.09% 13.46% 1.37% 9.27%
2019 17.29% 1.73% 7.40% 0.64%
2018 -8.09% 8.80% 0.50% -6.43%
2017 1.42% -- -- --

Rank in Category (By Total Return)

YTD 23
1-Month 60
3-Month 47
1-Year 50
3-Year 49
5-Year 59

Load Adjusted Returns

1-Year 14.02%
3-Year 1.07%
5-Year 5.41%
10-Year --

Performance & Risk

YTD Return 2.66%
5y Average Return 9.45%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Vanguard
Net Assets 9.79B
YTD Return 5.32%
Yield 3.61%
Morningstar Rating
Inception Date Sep 26, 2017

Fund Summary

The advisor attempts to track the index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The index is made up of stocks of large, mid-size, and small U.S. companies within the real estate sector, as classified under the GICS. It is non-diversified.

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