VRTPX:NMF-Vanguard REIT II Index Fund Institutional Plus Shares (USD)

FUND | Others |

Last Closing

USD 20.85

Change

+0.41 (+2.01)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The advisor attempts to track the index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The index is made up of stocks of large, mid-size, and small U.S. companies within the real estate sector, as classified under the GICS. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-22 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.66% 54% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.66% 54% F 54% F
Trailing 12 Months  
Capital Gain 7.92% 95% A 95% A
Dividend Return 2.25% 54% F 54% F
Total Return 10.17% 96% N/A 96% N/A
Trailing 5 Years  
Capital Gain 17.93% 58% F 58% F
Dividend Return 20.75% 89% A- 89% A-
Total Return 38.68% 70% C- 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 3.63% 62% D 62% D
Dividend Return 4.50% 66% D+ 66% D+
Total Return 0.88% 96% N/A 96% N/A
Risk Return Profile  
Volatility (Standard Deviation) 18.98% 31% F 31% F
Risk Adjusted Return 23.72% 63% D 63% D
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.