Performance analysis of VGSR (VERT GLOBAL SUSTAINABLE REAL ESTATE ETF)
Annual Return
Since Dec 4, 2023, VGSR has had an average annual return of +10.94%, underperforming the benchmark SPY, which returned +23.77% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.94% | +6.32% | +5.54% | +7.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.83% | +5.47% | -7.59% | +8.70% | +0.46% | -1.38% | +7.94% | ||||||
| 2025 | +1.03% | +2.51% | -2.65% | +0.39% | +2.98% | +0.79% | -1.72% | +3.99% | +0.77% | -1.62% | +1.07% | -1.16% | +6.32% |
| 2024 | -4.82% | +1.69% | +3.22% | -6.27% | +5.01% | +1.12% | +5.60% | +5.86% | +3.61% | -3.63% | +2.74% | -7.43% | +5.54% |
| 2023 | +7.01% | +7.01% |
Drawdown analysis of VGSR (VERT GLOBAL SUSTAINABLE REAL ESTATE ETF)
The maximum drawdown for the VGSR was -18.33%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current VGSR drawdown is -2.37%.
Since Dec 4, 2023 VGSR has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.33% | Sep 16, 2024 | 140 | Apr 8, 2025 | 139 | Oct 27, 2025 | 279 |
| -9.73% | Feb 26, 2026 | 21 | Mar 27, 2026 | 14 | Apr 17, 2026 | 35 |
| -8.51% | Dec 14, 2023 | 85 | Apr 18, 2024 | 56 | Jul 10, 2024 | 141 |
| -5.77% | Oct 27, 2025 | 18 | Nov 20, 2025 | 52 | Feb 6, 2026 | 70 |
| -3.29% | Aug 1, 2024 | 2 | Aug 5, 2024 | 4 | Aug 9, 2024 | 6 |
| -3.20% | May 6, 2026 | 7 | May 15, 2026 | Ongoing | Ongoing | Ongoing |
| -3.06% | Jul 17, 2024 | 6 | Jul 25, 2024 | 5 | Aug 1, 2024 | 11 |
| -2.48% | Apr 17, 2026 | 8 | Apr 29, 2026 | 5 | May 6, 2026 | 13 |
| -1.33% | Feb 17, 2026 | 2 | Feb 19, 2026 | 5 | Feb 26, 2026 | 7 |
| -0.97% | Aug 9, 2024 | 1 | Aug 12, 2024 | 1 | Aug 13, 2024 | 2 |
| -0.86% | Aug 27, 2024 | 2 | Aug 29, 2024 | 1 | Aug 30, 2024 | 3 |
| -0.44% | Sep 5, 2024 | 1 | Sep 6, 2024 | 1 | Sep 9, 2024 | 2 |
| -0.41% | Dec 4, 2023 | 1 | Dec 5, 2023 | 2 | Dec 7, 2023 | 3 |
| -0.30% | Jul 11, 2024 | 1 | Jul 12, 2024 | 1 | Jul 15, 2024 | 2 |
| -0.29% | Aug 19, 2024 | 1 | Aug 20, 2024 | 1 | Aug 21, 2024 | 2 |
| -0.26% | Dec 7, 2023 | 3 | Dec 12, 2023 | 1 | Dec 13, 2023 | 4 |
| -0.18% | Aug 30, 2024 | 1 | Sep 3, 2024 | 2 | Sep 5, 2024 | 3 |
| -0.10% | Aug 15, 2024 | 1 | Aug 16, 2024 | 1 | Aug 19, 2024 | 2 |
| -0.08% | Aug 23, 2024 | 1 | Aug 26, 2024 | 1 | Aug 27, 2024 | 2 |