Vanguard Real Estate Index Fund(VNQ)總覽

最後更新 2025-12-06 08:01:21 (UTC+8)

報酬與風險分析

分析 Vanguard Real Estate Index Fund(VNQ) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅
近3年	6.1%	0.16	-21.79%
近5年	4.9%	0.11	-34.48%
近10年	5.5%	0.14	-42.4%
近20年	6.4%	0.2	-73.06%

基本資料

Vanguard Real Estate Index Fund (VNQ) 的基本資料。

發行資料


ETF全名	Vanguard Real Estate ETF
上市日期	2004-09-23

ETF說明


顧問試圖通過將其全部或實質上全部的資產（直接或間接通過全資子公司，該子公司本身是一家註冊投資公司）投資於構成該指數的股票，以追踪該指數。該基金是非多元化的，並且將按照每個股票在指數中的權重大致相同的比例持有每個股票。
Invests in stocks issued by real estate investment trusts (REITs), companies that purchase office buildings, hotels, and other real property. Goal is to closely track the return of the MSCI US Investable Market Real Estate 25/50 Index. Offers high potential for investment income and some growth; share value rises and falls more sharply than that of funds holding bonds. Appropriate for helping diversify the risks of stocks and bonds in a portfolio.

顧問試圖通過將其全部或實質上全部的資產（直接或間接通過全資子公司，該子公司本身是一家註冊投資公司）投資於構成該指數的股票，以追踪該指數。該基金是非多元化的，並且將按照每個股票在指數中的權重大致相同的比例持有每個股票。

Invests in stocks issued by real estate investment trusts (REITs), companies that purchase office buildings, hotels, and other real property. Goal is to closely track the return of the MSCI US Investable Market Real Estate 25/50 Index. Offers high potential for investment income and some growth; share value rises and falls more sharply than that of funds holding bonds. Appropriate for helping diversify the risks of stocks and bonds in a portfolio.

警語

1. 資料僅供參考，不做任何獲利保證及特定股票與點位推薦建議。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。