Intl Real Estate Equities (VNQI)
VS
Golden Butterfly Portfolio


Total Return by Period

Updated: Nov 14, 2025

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Golden Butterfly Portfolio-0.50%0.09%-1.10%5.72%13.42%39.45%33.49%89.72%
Intl Real Estate Equities (VNQI)0.02%0.30%-0.38%0.81%12.59%14.29%-9.39%-8.87%

Total Return by Year

Name2024202320222021202020192018201720162015
Golden Butterfly Portfolio11.20%11.90%-13.25%8.69%14.67%17.70%-3.76%10.93%9.86%-3.24%
Intl Real Estate Equities (VNQI)-2.31%6.96%-22.94%5.89%-7.23%21.56%-9.46%26.88%2.07%-1.75%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Golden Butterfly Portfolio89.72%6.79%6.63%-31.26%0.440.580.220.06
Intl Real Estate Equities (VNQI)-8.87%0.45%-0.93%-54.55%-0.15-0.190.010.24

Total Return

No Taxes, No Rebalancing.

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