VRTPX
Vanguard Real Estate II Index Fund Institutional Plus Shares
Mutual fund
$21.57−0.22 (−1.01%)Close Sep 30, 2026
Sep 26, 2017 – Sep 30, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $15,214 | 4.77% | −42.33% | 0.33 |
| $10,000 became | $15,214 |
|---|---|
| CAGR | 4.77% |
| Max drawdown | −42.33% |
| Sharpe ratio | 0.33 |
Loading the growth chart…
Growth of $10,000
- VRTPX
Trailing returns
| Period | VRTPX |
|---|---|
| 1M | −7.82% |
| 3M | −7.03% |
| 6M | +3.54% |
| YTD | +3.32% |
| 1Y | +0.86% |
| 3Y | +9.77% |
| 5Y | +1.22% |
| Since 2017 | +4.77% |
Metrics
| Return | VRTPX |
|---|---|
| Final balance | $15,214 |
| Total return | 52.14% |
| CAGR | 4.77% |
| Calendar years | VRTPX |
| Best year | 40.37% |
| Worst year | −26.13% |
| Positive years | 5 of 8 |
| Risk | VRTPX |
| Max drawdown | −42.33% |
| Longest drawdown | 4.4 years |
| Volatility (annualized) | 21.56% |
| Risk-adjusted | VRTPX |
| Sharpe ratio | 0.33 |
| Sortino ratio | 0.45 |
| Calmar ratio | 0.11 |
| Return | VRTPX |
|---|---|
| Final balance | $15,214 |
| Total return | 52.14% |
| CAGR | 4.77% |
| Calendar years | VRTPX |
| Best year | 40.37% |
| Worst year | −26.13% |
| Positive years | 5 of 8 |
| Risk | VRTPX |
|---|---|
| Max drawdown | −42.33% |
| Longest drawdown | 4.4 years |
| Volatility (annualized) | 21.56% |
| Risk-adjusted | VRTPX |
| Sharpe ratio | 0.33 |
| Sortino ratio | 0.45 |
| Calmar ratio | 0.11 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −42.3% | Feb 2020 | Mar 2020 | Apr 2021 |
| −34.3% | Dec 2021 | Oct 2023 | Jun 2026 |
| −14.3% | Dec 2017 | Feb 2018 | Jul 2018 |
| −12.9% | Dec 2018 | Dec 2018 | Jan 2019 |
| −11.2% | Jul 2026 | Sep 2026 | Not yet |
Annual returns
| Year | VRTPX |
|---|---|
| 2017from Sep 26 | +1.37% |
| 2018 | −5.99% |
| 2019 | +28.96% |
| 2020 | −4.65% |
| 2021 | +40.37% |
| 2022 | −26.13% |
| 2023 | +13.17% |
| 2024 | +3.73% |
| 2025 | +3.24% |
| 2026to Sep 30 | +3.32% |