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Drawdown history

VNQ observed max drawdown: 68.3%

Vanguard Real Estate ETF. From its 2007-01-31 peak, VNQ fell 68.3% to the 2009-02-28 trough and needed 5.4 years to make a new high (2012-06-30). Computed from 264 months of observed fund history. Fund inception boundary (first available fund observation): 2004-09-29; the monthly analysis runs from 2004-09-30 through 2026-08-31.

Before 2004-09-29, the extended history is simulated. Observed fund drawdowns come first; simulation assumptions and results are separated below.

What is VNQ's observed maximum drawdown?

VNQ's observed maximum drawdown was 68.3%, from a peak in 2007-01-31 to a trough in 2009-02-28, based on monthly closes from fund prices first observed on 2004-09-29. The sample contains 264 monthly observations through 2026-08-31. Monthly closes can miss deeper daily losses.

VNQ: observed fund prices, monthly closes
MeasureValue
Maximum drawdown-68.3%
Peak2007-01-31
Trough2009-02-28
Recovered2012-06-30
Monthly observations264

Last verified

What is VNQ's observed maximum drawdown?

VNQ's observed maximum drawdown was 68.3%, from a peak in 2007-01-31 to a trough in 2009-02-28, based on monthly closes from fund prices first observed on 2004-09-29.

How long did VNQ take to recover from its worst drawdown?

VNQ took 5.4 years from the 2007-01-31 peak to make a new high in 2012-06-30, based only on observed fund prices.

What was VNQ's worst 12-month return?

VNQ's worst observed rolling 12-month return was -58.2%, in the 12 months ending 2009-03-31.

VNQ observed fund drawdown statistics

Maximum drawdown
-68.3%

2007-01-31 peak to 2009-02-28 trough.

Recovery time
5.4 years

New high reached 2012-06-30.

Time underwater
79.9%

Share of all months spent below a prior high.

Worst 12 months
-58.2%

Rolling year ending 2009-03-31.

The biggest VNQ drawdowns in observed fund history

DepthPeakTroughRecoveredPeak to troughTotal underwater
-68.3%2007-01-312009-02-282012-06-3025 mo5.4 years
-32.8%2021-12-312023-10-312026-07-3122 mo4.6 years
-25.1%2020-01-312020-03-312021-03-312 mo14 months
-14.9%2016-07-312018-02-282019-01-3119 mo2.5 years
-13.5%2013-04-302013-08-312014-04-304 mo12 months

Methodology: observed VNQ fund prices only, first available from 2004-09-29. Monthly closing-price statistics cover 2004-09-30 through 2026-08-31; no proxy or pre-inception simulation is included in this table. Educational information, not investment advice.

Hypothetical, not observed

Before 2004-09-29: simulated from the underlying index with assumptions

This separate series combines observed prices with a modeled pre-inception extension from 1971-12-31 through 2026-09-30. The 2026-09-30 endpoint is the legacy current partial-month bucket/month-end label, not evidence that VNQ was observed through that future date. It is not observed VNQ performance. The API's observed boundary is 2004-09-29; observed monthly statistics run from 2004-09-30 through 2026-08-31.

  • Rebalancing convention: monthly rebalance at month-end close; drawdown statistics use monthly closing prices.
  • Proxy source for VNQ: VGSIX (proxy_etf), from 1996-05-13 to 2004-09-28.
  • Proxy source for VNQ: FRESX (proxy_etf), from 1986-11-14 to 1996-05-10.
  • Proxy source for VNQ: nareit (static_monthly), from 1971-12-31 to 1986-11-13.
  • Proxy source for SPY: VFINX (proxy_etf), from 1976-08-31 to 1993-01-28.
  • Proxy source for SPY: spy_tr (static_monthly), from 1900-01-31 to 1976-08-30.

Modeled extended statistics

Maximum drawdown
-68.3%

2007-01-31 peak to 2009-02-28 trough.

Recovery time
5.4 years

New high reached 2012-06-30.

Time underwater
73.4%

Share of all months spent below a prior high.

Worst 12 months
-58.2%

Rolling year ending 2009-03-31.

For context, SPY (the S&P 500 baseline) had a maximum drawdown of 50.8% over the same kind of monthly-close analysis.

Modeled extended drawdowns

DepthPeakTroughRecoveredPeak to troughTotal underwater
-68.3%2007-01-312009-02-282012-06-3025 mo5.4 years
-58.1%1973-01-311974-12-311977-11-3023 mo4.8 years
-32.8%2021-12-312023-10-312026-07-3122 mo4.6 years
-25.1%2020-01-312020-03-312021-03-312 mo14 months
-24.5%1987-03-311990-10-311991-04-3043 mo4.1 years

Monthly closing prices, peak-to-trough on total return where available. The pre-inception segment is a reconstruction, not a live fund record, and actual tracking, financing, taxes, spreads, and volatility drag can differ.

Drawdowns are the reason tactical strategies exist

Buy-and-hold VNQ means living through every number on this page. BestFolio tracks published TAA strategies whose whole job is cutting these drawdowns, with out-of-sample track records.

VNQ Observed Max Drawdown: 68.3% (2007 to 2009), Fund History Since 2004 | BestFolio