US Real Estate Equities (VNQ)
VS
60/40 Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 0.22% | 0.06% | 1.13% | 6.19% | 12.27% | 44.53% | 46.50% | 97.34% |
| US Real Estate Equities (VNQ) | 0.26% | -3.52% | -2.45% | 0.29% | -5.28% | 7.51% | 16.44% | 10.41% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 97.34% | 7.48% | 7.05% | -38.88% | 0.39 | 0.47 | 0.19 | 0.07 |
| US Real Estate Equities (VNQ) | 10.41% | 3.21% | 1.00% | -55.66% | 0.01 | 0.01 | 0.06 | 0.18 |
Total Return
No Taxes, No Rebalancing.