US Real Estate Equities (VNQ)
VS
Golden Butterfly
Total Return by Period
Updated: Dec 12, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | -0.45% | 0.50% | 1.96% | 3.77% | 14.03% | 38.19% | 34.11% | 93.09% |
| US Real Estate Equities (VNQ) | -0.12% | -0.48% | -0.16% | -3.62% | -4.96% | 1.54% | 6.00% | 13.41% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 11.20% | 11.90% | -13.25% | 8.69% | 14.67% | 17.70% | -3.76% | 10.93% | 9.86% | -3.24% |
| US Real Estate Equities (VNQ) | 4.88% | 11.54% | -26.07% | 40.33% | -4.65% | 28.84% | -6.09% | 4.85% | 8.60% | 2.44% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Golden Butterfly | 93.09% | 6.96% | 6.82% | -31.29% | 0.46 | 0.61 | 0.22 | 0.06 |
| US Real Estate Equities (VNQ) | 13.41% | 3.47% | 1.27% | -57.01% | 0.02 | 0.03 | 0.06 | 0.18 |
Total Return
No Taxes, No Rebalancing.