Data Source: from January 1871 to February 2023 (~152 years)
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023, 04:00PM Eastern Time
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023, 04:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.04%
1 Day
Mar 20 2023, 04:00PM Eastern Time
8.28%
Current Month
March 2023
The Gold Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.
It's exposed for 0% on the Stock Market and for 100% on Commodities.
In the last 30 Years, the Gold Portfolio obtained a 5.62% compound annual return, with a 15.53% standard deviation.
Asset Allocation and ETFs
The Gold Portfolio has the following asset allocation:
The Gold Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 100.00 % | GLD | SPDR Gold Trust | Commodity, Gold |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns as of Feb 28, 2023
The Gold Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
GOLD PORTFOLIO RETURNS
Consolidated returns as of 28 February 2023
Live Update: Mar 20 2023, 04:00PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Feb 28, 2023 |
||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Mar 2023 | 1M | 6M | 1Y | 5Y | 10Y | 30Y |
MAX
(~152Y) |
|
| Gold Portfolio | 0.04 | 8.28 | -5.37 | 6.60 | -4.82 | 6.32 | 1.05 | 5.62 | 2.87 | |
| US Inflation Adjusted return | -5.89 | 4.94 | -10.24 | 2.37 | -1.54 | 3.03 | 0.74 | |||
| Components | ||||||||||
|
GLD SPDR Gold Trust |
0.04 |
04:00PM Mar 20 2023 |
8.28 | -5.37 | 6.60 | -4.82 | 6.32 | 1.05 | 5.62 | 2.87 |
Returns over 1 year are annualized | Available data source: since Jan 1871
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2023. Current inflation (annualized) is 1Y: 6.04% , 5Y: 3.86% , 10Y: 2.63% , 30Y: 2.51%
Live update: World Markets and Indexes
Portfolio Metrics as of Feb 28, 2023
Metrics of Gold Portfolio, updated as of 28 February 2023.
Portfolio metrics are calculated based on monthly returns, assuming:
- No fees or capital gain taxes
GOLD PORTFOLIO
Portfolio Metrics
Data Source: 1 January 1871 - 28 February 2023 (~152 years)
Swipe left to see all data
| Metrics as of Feb 28, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~152Y) |
|
| Portfolio Return (%) |
-5.37 | 3.02 | 6.60 | -4.82 | 4.59 | 6.32 | 1.05 | 8.23 | 5.62 | 2.87 |
| US Inflation (%) | 0.56 | 1.05 | 1.58 | 6.04 | 5.16 | 3.86 | 2.63 | 2.51 | 2.51 | 2.11 |
| Infl. Adjusted Return (%) |
-5.89 | 1.94 | 4.94 | -10.24 | -0.54 | 2.37 | -1.54 | 5.57 | 3.03 | 0.74 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 13.68 | 15.32 | 13.79 | 14.94 | 16.77 | 15.53 | 12.66 | |||
| Sharpe Ratio | -0.50 | 0.25 | 0.37 | 0.03 | 0.42 | 0.22 | -0.09 | |||
| Sortino Ratio | -0.90 | 0.39 | 0.58 | 0.04 | 0.61 | 0.33 | -0.16 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -15.91 | -18.08 | -18.08 | -34.31 | -42.91 | -42.91 | -61.78 | |||
| Start (yyyy mm) | 2022 04 | 2020 08 | 2020 08 | 2013 04 | 2011 09 | 2011 09 | 1980 10 | |||
| Bottom (yyyy mm) | 2022 10 | 2022 10 | 2022 10 | 2015 12 | 2015 12 | 2015 12 | 1999 08 | |||
| Start to Bottom (# months) | 7 | 27 | 27 | 33 | 52 | 52 | 227 | |||
| Start to Recovery (# months) in progress |
> 11
|
> 31
|
> 31
|
85
|
107
|
107
|
319
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 179.42 | 70.26 | 39.62 | 34.02 | 15.64 | 9.81 | ||||
| Worst Return (%) | -37.71 | -15.32 | -14.69 | -5.99 | -4.36 | -0.43 | ||||
| % Positive Periods | 73% | 76% | 76% | 78% | 84% | 93% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 2 | 3 | 4 | 15 | 27 | 54 | 125 | 184 | 1489 |
| Negative | 1 | 1 | 3 | 8 | 21 | 33 | 66 | 115 | 176 | 337 |
| % Positive | 0% | 67% | 50% | 33% | 42% | 45% | 45% | 52% | 51% | 82% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 36.26 | 23.07 | 7.89 | 11.33 | 4.56 | 0.73 | ||||
| Perpetual WR (%) | 0.00 | 2.31 | 0.00 | 5.28 | 2.94 | 0.73 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Readings that may interest you
Capital Growth as of Feb 28, 2023
An investment of 1000$, since March 1993,
now would be worth 5154.14$, with a total return of 415.41% (5.62% annualized).
The Inflation Adjusted Capital now would be 2451.66$, with a net total return of 145.17% (3.03% annualized).
The Inflation Adjusted Capital now would be 2451.66$, with a net total return of 145.17% (3.03% annualized).
An investment of 1000$, since January 1871,
now would be worth 73906.44$, with a total return of 7290.64% (2.87% annualized).
The Inflation Adjusted Capital now would be 3064.25$, with a net total return of 206.42% (0.74% annualized).
The Inflation Adjusted Capital now would be 3064.25$, with a net total return of 206.42% (0.74% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -42.91% | Sep 2011 | Dec 2015 | 52 | Jul 2020 | 55 | 107 |
| -37.17% | Feb 1996 | Aug 1999 | 43 | Dec 2003 | 52 | 95 |
| -25.83% | Mar 2008 | Oct 2008 | 8 | May 2009 | 7 | 15 |
| -18.08% | Aug 2020 | Oct 2022 | 27 | in progress | 4 | 31 |
| -11.51% | Aug 1993 | Sep 1993 | 2 | Jan 1996 | 28 | 30 |
| -8.64% | Dec 2004 | May 2005 | 6 | Sep 2005 | 4 | 10 |
| -8.63% | May 2006 | Sep 2006 | 5 | Feb 2007 | 5 | 10 |
| -8.37% | Dec 2009 | Jan 2010 | 2 | May 2010 | 4 | 6 |
| -8.31% | Apr 2004 | Apr 2004 | 1 | Oct 2004 | 6 | 7 |
| -6.38% | Jan 2011 | Jan 2011 | 1 | Mar 2011 | 2 | 3 |
| -5.22% | Jun 2009 | Jun 2009 | 1 | Sep 2009 | 3 | 4 |
| -5.09% | Jul 2010 | Jul 2010 | 1 | Aug 2010 | 1 | 2 |
| -4.90% | Jan 2004 | Feb 2004 | 2 | Mar 2004 | 1 | 3 |
| -4.20% | May 2007 | Jun 2007 | 2 | Sep 2007 | 3 | 5 |
| -4.18% | May 2011 | Jun 2011 | 2 | Jul 2011 | 1 | 3 |
| -1.65% | Nov 2007 | Nov 2007 | 1 | Dec 2007 | 1 | 2 |
| -1.11% | Mar 2007 | Mar 2007 | 1 | Apr 2007 | 1 | 2 |
| -1.11% | Feb 2006 | Feb 2006 | 1 | Mar 2006 | 1 | 2 |
| -0.64% | Oct 2005 | Oct 2005 | 1 | Nov 2005 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -61.78% | Oct 1980 | Aug 1999 | 227 | Apr 2007 | 92 | 319 |
| -44.24% | Jan 1975 | Aug 1976 | 20 | Jul 1978 | 23 | 43 |
| -42.91% | Sep 2011 | Dec 2015 | 52 | Jul 2020 | 55 | 107 |
| -25.83% | Mar 2008 | Oct 2008 | 8 | May 2009 | 7 | 15 |
| -24.27% | Feb 1980 | Mar 1980 | 2 | Jun 1980 | 3 | 5 |
| -20.49% | Jul 1973 | Oct 1973 | 4 | Jan 1974 | 3 | 7 |
| -20.28% | Nov 1978 | Nov 1978 | 1 | Feb 1979 | 3 | 4 |
| -19.77% | May 1969 | Jan 1970 | 9 | Dec 1971 | 23 | 32 |
| -18.25% | Jan 1948 | Jan 1955 | 85 | Mar 1969 | 170 | 255 |
| -18.08% | Aug 2020 | Oct 2022 | 27 | in progress | 4 | 31 |
| -16.62% | Apr 1974 | Jun 1974 | 3 | Nov 1974 | 5 | 8 |
| -12.20% | Jan 1876 | Jan 1879 | 37 | Jan 1933 | 648 | 685 |
| -8.37% | Dec 2009 | Jan 2010 | 2 | May 2010 | 4 | 6 |
| -6.88% | Aug 1972 | Nov 1972 | 4 | Feb 1973 | 3 | 7 |
| -6.38% | Jan 2011 | Jan 2011 | 1 | Mar 2011 | 2 | 3 |
| -6.01% | Jul 1980 | Jul 1980 | 1 | Sep 1980 | 2 | 3 |
| -5.22% | Jun 2009 | Jun 2009 | 1 | Sep 2009 | 3 | 4 |
| -5.09% | Jul 2010 | Jul 2010 | 1 | Aug 2010 | 1 | 2 |
| -4.46% | Mar 1979 | Mar 1979 | 1 | May 1979 | 2 | 3 |
| -4.20% | May 2007 | Jun 2007 | 2 | Sep 2007 | 3 | 5 |
Rolling Returns ( more details)
Gold Portfolio: annualized rolling and average returns
Swipe left to see all data
| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
3.98 |
179.42 Feb 1979 - Jan 1980 |
-37.71 Apr 1981 - Mar 1982 |
27.38% |
| 2 Years |
3.59 |
92.76 Feb 1978 - Jan 1980 |
-30.30 Jul 1980 - Jun 1982 |
27.01% |
| 3 Years |
3.41 |
70.26 Feb 1977 - Jan 1980 |
-15.32 Nov 1980 - Oct 1983 |
23.84% |
| 5 Years |
3.17 |
39.62 Jan 1970 - Dec 1974 |
-14.69 Mar 1980 - Feb 1985 |
23.88% |
| 7 Years |
3.11 |
38.74 Feb 1973 - Jan 1980 |
-6.75 Feb 1980 - Jan 1987 |
22.26% |
| 10 Years |
3.11 |
34.02 Feb 1970 - Jan 1980 |
-5.99 Jul 1980 - Jun 1990 |
22.14% |
| 15 Years |
3.15 |
21.61 Oct 1965 - Sep 1980 |
-3.63 Feb 1980 - Jan 1995 |
21.43% |
| 20 Years |
3.06 |
15.64 Oct 1960 - Sep 1980 |
-4.36 Oct 1980 - Sep 2000 |
15.82% |
| 30 Years |
2.95 |
9.81 Oct 1950 - Sep 1980 |
-0.43 Feb 1875 - Jan 1905 |
6.61% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Gold Portfolio: Rolling Returns page.
Seasonality
In which months is it better to invest in Gold Portfolio?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
1.65
60% |
-1.35
20% |
-0.21
40% |
1.43
40% |
1.51
60% |
-0.32
40% |
1.70
60% |
0.49
20% |
-2.87
0% |
0.77
60% |
-0.10
40% |
4.37
100% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.65
|
100.28
|
100.06
|
101.49
|
103.03
|
102.70
|
104.45
|
104.95
|
101.94
|
102.73
|
102.63
|
107.12
|
| Best |
5.8 2023 |
6.1 2022 |
1.3 2022 |
7.3 2020 |
7.7 2021 |
8.0 2019 |
10.8 2020 |
7.9 2019 |
-0.7 2018 |
2.6 2019 |
8.5 2022 |
7.0 2020 |
| Worst |
-3.2 2021 |
-6.3 2021 |
-1.6 2019 |
-2.1 2022 |
-3.3 2022 |
-7.1 2021 |
-2.6 2022 |
-2.9 2022 |
-4.2 2020 |
-1.8 2022 |
-5.4 2020 |
2.9 2022 |
Monthly Seasonality over the period Mar 2018 - Feb 2023
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| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
3.44
80% |
0.57
40% |
-0.67
30% |
0.67
50% |
-0.74
40% |
-0.10
40% |
1.00
60% |
1.27
50% |
-2.98
10% |
-0.09
40% |
-2.12
30% |
1.91
70% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
103.44
|
104.03
|
103.33
|
104.03
|
103.26
|
103.15
|
104.18
|
105.50
|
102.36
|
102.26
|
100.09
|
102.00
|
| Best |
8.7 2015 |
10.9 2016 |
1.3 2022 |
7.3 2020 |
7.7 2021 |
9.0 2016 |
10.8 2020 |
7.9 2019 |
0.7 2016 |
2.6 2019 |
8.5 2022 |
7.0 2020 |
| Worst |
-3.2 2021 |
-6.3 2021 |
-3.1 2014 |
-7.6 2013 |
-6.2 2013 |
-11.1 2013 |
-6.6 2015 |
-3.3 2016 |
-6.2 2014 |
-3.1 2014 |
-8.4 2016 |
-3.8 2013 |
Monthly Seasonality over the period Mar 2013 - Feb 2023
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| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
1.02
70% |
0.39
84% |
-0.15
80% |
0.31
83% |
0.37
82% |
-0.04
81% |
0.21
84% |
0.27
84% |
0.48
84% |
0.01
80% |
0.25
84% |
0.46
84% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.02
|
101.41
|
101.26
|
101.57
|
101.95
|
101.90
|
102.12
|
102.40
|
102.89
|
102.90
|
103.15
|
103.63
|
| Best |
56.4 1933 |
28.8 1973 |
14.4 1985 |
12.9 1982 |
26.5 1973 |
22.0 1980 |
10.8 2020 |
20.0 1982 |
26.1 1979 |
11.7 1978 |
12.8 2009 |
23.2 1979 |
| Worst |
-14.1 1981 |
-18.2 1983 |
-22.4 1980 |
-8.3 2004 |
-10.0 1982 |
-11.1 1981 |
-9.1 1976 |
-10.5 1973 |
-11.6 1975 |
-16.1 2008 |
-20.3 1978 |
-10.7 2011 |
Monthly Seasonality over the period Jan 1871 - Feb 2023
Monthly/Yearly Returns
Gold Portfolio data source starts from January 1871: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Jan 1871 - Feb 2023
1489 Positive Months (82%) - 337 Negative Months (18%)
MONTHLY RETURNS TABLE
Jan 1871 - Feb 2023
(Scroll down to see all data)
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2023 |
+0.08 | -1.26 | 5.8 | -5.4 | ||||||||||
| 2022 |
-0.77 | -6.79 | -1.7 | 6.1 | 1.3 | -2.1 | -3.3 | -1.6 | -2.6 | -2.9 | -2.9 | -1.8 | 8.5 | 2.9 |
| 2021 |
-4.15 | -10.45 | -3.2 | -6.3 | -1.1 | 3.6 | 7.7 | -7.1 | 2.5 | -0.1 | -3.2 | 1.5 | -0.7 | 3.3 |
| 2020 |
+24.81 | +23.14 | 4.5 | -0.6 | -0.2 | 7.3 | 2.6 | 2.7 | 10.8 | -0.3 | -4.2 | -0.5 | -5.4 | 7.0 |
| 2019 |
+17.86 | +15.22 | 2.9 | -0.6 | -1.6 | -0.7 | 1.8 | 8.0 | 0.0 | 7.9 | -3.4 | 2.6 | -3.2 | 3.7 |
| 2018 |
-1.94 | -3.78 | 3.2 | -2.1 | 0.6 | -1.0 | -1.2 | -3.6 | -2.2 | -2.1 | -0.7 | 2.1 | 0.3 | 4.9 |
| 2017 |
+12.81 | +10.48 | 5.4 | 3.2 | -0.4 | 1.7 | -0.1 | -2.2 | 2.3 | 4.2 | -3.4 | -0.7 | 0.4 | 2.1 |
| 2016 |
+8.03 | +5.84 | 5.4 | 10.9 | -0.8 | 5.1 | -6.1 | 9.0 | 2.0 | -3.3 | 0.7 | -2.9 | -8.4 | -1.9 |
| 2015 |
-10.67 | -11.32 | 8.7 | -5.9 | -2.2 | -0.2 | 0.6 | -1.5 | -6.6 | 3.7 | -1.8 | 2.3 | -6.8 | -0.5 |
| 2014 |
-2.19 | -2.92 | 3.4 | 6.3 | -3.1 | 0.5 | -3.1 | 6.3 | -3.6 | 0.4 | -6.2 | -3.1 | -0.5 | 1.3 |
| 2013 |
-28.33 | -29.39 | -0.5 | -5.1 | 0.9 | -7.6 | -6.2 | -11.1 | 7.4 | 5.2 | -4.8 | -0.3 | -5.5 | -3.8 |
| 2012 |
+6.60 | +4.77 | 11.4 | -3.0 | -1.3 | -0.1 | -6.3 | 2.4 | 0.8 | 4.9 | 4.7 | -2.9 | -0.5 | -2.4 |
| 2011 |
+9.57 | +6.41 | -6.4 | 6.0 | 1.6 | 8.9 | -1.8 | -2.4 | 8.4 | 12.3 | -11.1 | 5.9 | 1.7 | -10.7 |
| 2010 |
+29.27 | +27.37 | -1.3 | 3.3 | -0.4 | 5.9 | 3.1 | 2.4 | -5.1 | 5.7 | 4.8 | 3.7 | 2.1 | 2.4 |
| 2009 |
+24.03 | +20.74 | 5.5 | 1.4 | -2.5 | -3.3 | 10.2 | -5.2 | 2.4 | 0.1 | 5.8 | 3.7 | 12.8 | -7.2 |
| 2008 |
+4.92 | +4.83 | 10.8 | 5.2 | -6.0 | -4.2 | 0.9 | 4.5 | -1.4 | -9.3 | 4.1 | -16.1 | 12.6 | 7.7 |
| 2007 |
+30.45 | +25.34 | 2.6 | 2.5 | -1.1 | 2.1 | -2.3 | -1.9 | 2.4 | 1.1 | 10.5 | 7.0 | -1.7 | 6.6 |
| 2006 |
+22.55 | +19.51 | 9.9 | -1.1 | 3.6 | 12.0 | -1.3 | -4.7 | 3.2 | -1.4 | -4.5 | 1.3 | 6.9 | -1.8 |
| 2005 |
+17.76 | +13.87 | -3.6 | 3.1 | -1.6 | 1.2 | -3.9 | 4.3 | -1.4 | 1.4 | 7.6 | -0.6 | 5.8 | 5.1 |
| 2004 |
+4.65 | +1.35 | -4.0 | -1.0 | 7.0 | -8.3 | 1.2 | 0.6 | -1.1 | 4.0 | 2.1 | 2.4 | 6.5 | -3.9 |
| 2003 |
+19.89 | +17.68 | 5.8 | -5.5 | -3.6 | 0.6 | 7.3 | -4.3 | 2.5 | 5.9 | 3.3 | -0.5 | 3.1 | 4.5 |
| 2002 |
+25.57 | +22.65 | 2.1 | 5.2 | 1.5 | 2.3 | 6.0 | -2.5 | -4.3 | 2.7 | 3.5 | -2.1 | 0.7 | 8.8 |
| 2001 |
+0.75 | -0.79 | -3.6 | 0.8 | -3.4 | 2.1 | 1.7 | 1.2 | -1.7 | 2.7 | 7.4 | -4.9 | -1.2 | 0.4 |
| 2000 |
-5.44 | -8.54 | -2.4 | 3.7 | -5.8 | -0.6 | -1.0 | 5.8 | -4.0 | 0.1 | -1.2 | -3.3 | 1.7 | 2.0 |
| 1999 |
+0.85 | -1.79 | -0.8 | 0.6 | -2.6 | 2.6 | -6.3 | -2.8 | -2.1 | -0.3 | 17.3 | 0.0 | -2.6 | -0.4 |
| 1998 |
-0.83 | -2.40 | 5.0 | -2.4 | 1.2 | 3.2 | -5.5 | 0.9 | -2.5 | -5.3 | 7.5 | -0.5 | 0.8 | -2.3 |
| 1997 |
-21.41 | -22.72 | -6.4 | 3.8 | -2.9 | -2.3 | 1.6 | -3.2 | -2.5 | -0.3 | 2.1 | -6.2 | -4.7 | -2.2 |
| 1996 |
-4.59 | -7.65 | 4.8 | -1.2 | -1.1 | -1.3 | -0.2 | -2.2 | 0.9 | 0.3 | -1.9 | 0.1 | -2.2 | -0.6 |
| 1995 |
+0.98 | -1.52 | -2.2 | 0.4 | 4.1 | -0.6 | -1.4 | 0.7 | -1.0 | -0.3 | 0.4 | -0.4 | 1.3 | -0.2 |
| 1994 |
-2.17 | -4.72 | -3.5 | 1.0 | 2.0 | -3.3 | 3.0 | 0.2 | -1.1 | 0.5 | 2.4 | -2.8 | -0.2 | 0.0 |
| 1993 |
+17.68 | +14.53 | -0.7 | -0.9 | 3.1 | 4.9 | 6.5 | 0.3 | 6.2 | -7.5 | -4.3 | 4.0 | 0.4 | 5.6 |
| 1992 |
-5.73 | -8.39 | 0.3 | -0.3 | -3.2 | -1.6 | 0.3 | 1.7 | 4.2 | -5.0 | 2.6 | -2.8 | -1.5 | -0.4 |
| 1991 |
-8.56 | -11.28 | -5.2 | -0.9 | -1.9 | 0.6 | 0.7 | 2.2 | -1.5 | -4.3 | 2.2 | 0.7 | 2.5 | -3.6 |
| 1990 |
-3.11 | -8.69 | 4.1 | -1.8 | -9.6 | -0.2 | -1.3 | -3.0 | 5.7 | 4.1 | 5.3 | -7.1 | 1.4 | 0.4 |
| 1989 |
-2.84 | -7.15 | -4.0 | -1.8 | -1.0 | -1.5 | -4.2 | 3.1 | -1.3 | -2.3 | 1.9 | 2.4 | 8.8 | -2.3 |
| 1988 |
-15.26 | -18.84 | -5.4 | -7.0 | 7.2 | -1.7 | 1.4 | -4.2 | 0.1 | -2.1 | -7.3 | 4.0 | 2.5 | -2.9 |
| 1987 |
+24.53 | +19.24 | 3.0 | 1.3 | 3.7 | 7.7 | -0.5 | -0.8 | 3.4 | -2.0 | 1.3 | 2.0 | 5.1 | -1.7 |
| 1986 |
+18.96 | +17.66 | 7.3 | -3.5 | 1.7 | 0.5 | -0.7 | 1.0 | 3.1 | 7.6 | 10.0 | -5.2 | -2.9 | -0.2 |
| 1985 |
+6.00 | +2.12 | -0.5 | -6.2 | 14.4 | -2.4 | -2.3 | 1.2 | 3.1 | 1.8 | -2.3 | -0.2 | 0.1 | 0.5 |
| 1984 |
-19.38 | -22.44 | -2.3 | 5.5 | -1.5 | -3.3 | 2.2 | -2.9 | -8.2 | 1.7 | -1.3 | -3.0 | -1.3 | -6.3 |
| 1983 |
-16.31 | -19.36 | 9.3 | -18.2 | 1.5 | 3.5 | 1.9 | -4.9 | 1.4 | -1.8 | -2.2 | -5.7 | 6.0 | -5.6 |
| 1982 |
+14.94 | +10.70 | -2.6 | -6.3 | -11.7 | 12.9 | -10.0 | -2.4 | 8.0 | 20.0 | -3.5 | 6.6 | 3.0 | 4.8 |
| 1981 |
-32.60 | -38.12 | -14.1 | -3.5 | 5.1 | -6.0 | -0.7 | -11.1 | -4.7 | 4.7 | 0.9 | -0.4 | -2.9 | -4.1 |
| 1980 |
+15.19 | +2.37 | 27.5 | -2.5 | -22.4 | 4.8 | 3.4 | 22.0 | -6.0 | 2.8 | 5.6 | -5.7 | -1.5 | -4.8 |
| 1979 |
+126.55 | +99.97 | 3.4 | 7.5 | -4.5 | 2.2 | 11.9 | 1.1 | 6.8 | 6.3 | 26.1 | -3.8 | 8.8 | 23.2 |
| 1978 |
+37.01 | +25.68 | 6.5 | 3.7 | -0.4 | -5.9 | 7.8 | -0.6 | 9.4 | 4.2 | 4.0 | 11.7 | -20.3 | 16.9 |
| 1977 |
+22.64 | +14.94 | -1.6 | 7.9 | 4.3 | -1.1 | -2.9 | 0.0 | 0.8 | 1.3 | 5.5 | 4.8 | -0.9 | 3.1 |
| 1976 |
-4.10 | -8.55 | -8.6 | 3.2 | -2.0 | -0.9 | -2.3 | -1.4 | -9.1 | -7.6 | 11.5 | 6.2 | 5.8 | 3.3 |
| 1975 |
-24.80 | -29.68 | -5.7 | 3.4 | -2.5 | -5.8 | 0.0 | -0.4 | 0.3 | -4.1 | -11.6 | 1.2 | -3.3 | 1.5 |
| 1974 |
+66.15 | +47.90 | 18.0 | 22.6 | 6.5 | -2.2 | -7.4 | -8.0 | 8.1 | 0.0 | -3.0 | 10.4 | 10.2 | 1.4 |
| 1973 |
+72.96 | +59.11 | 1.7 | 28.8 | 5.9 | 0.8 | 26.5 | 7.4 | -6.2 | -10.5 | -3.4 | -2.0 | 3.1 | 11.1 |
| 1972 |
+49.02 | +44.12 | 8.3 | 2.2 | 0.4 | 2.5 | 19.9 | 8.7 | 5.6 | -2.1 | -4.0 | 0.3 | -1.2 | 2.0 |
| 1971 |
+16.70 | +13.01 | 1.7 | 2.1 | 0.0 | 2.1 | 3.0 | -1.5 | 5.7 | -3.5 | 3.6 | -0.2 | 2.7 | 0.2 |
| 1970 |
+6.16 | +0.56 | -0.7 | 0.1 | 0.9 | 1.6 | -1.0 | 0.0 | -0.6 | 1.4 | 1.3 | 3.2 | 0.5 | -0.6 |
| 1969 |
-16.07 | -20.97 | 1.4 | 0.5 | 0.8 | 1.2 | -1.0 | -4.5 | 0.5 | -1.2 | -0.7 | -2.0 | -10.8 | -1.0 |
| 1968 |
+18.16 | +12.83 | -0.9 | 0.0 | 0.0 | 11.1 | 7.4 | -2.5 | -5.0 | 2.4 | -0.4 | -1.3 | 1.7 | 5.3 |
| 1967 |
+0.28 | -2.68 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1966 |
-0.28 | -3.61 | -0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1965 |
+0.42 | -1.47 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1964 |
+0.28 | -0.68 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1963 |
-0.28 | -1.89 | -0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1962 |
-0.42 | -1.73 | -0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1961 |
-2.74 | -3.39 | -2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1960 |
+3.55 | +2.16 | 3.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1959 |
+0.00 | -1.70 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1958 |
+0.00 | -1.73 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1957 |
+0.14 | -2.68 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1956 |
+0.14 | -2.76 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1955 |
-0.28 | -0.65 | -0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1954 |
-0.70 | +0.04 | -0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1953 |
-8.27 | -8.95 | -8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1952 |
-3.25 | -3.97 | -3.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1951 |
-0.62 | -6.25 | -0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1950 |
-0.62 | -6.19 | -0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1949 |
-3.57 | -1.53 | -3.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1948 |
-2.33 | -5.17 | -2.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1947 |
+12.42 | +3.29 | 12.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1946 |
+2.68 | -13.08 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1945 |
+2.76 | +0.50 | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1944 |
-0.68 | -2.91 | -0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1943 |
+2.82 | -0.13 | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1942 |
+0.00 | -8.28 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1941 |
+2.90 | -6.39 | 2.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1940 |
-1.43 | -2.13 | -1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1939 |
+0.00 | +0.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1938 |
+0.00 | +2.86 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1937 |
+0.00 | -2.78 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1936 |
+0.00 | -1.43 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1935 |
+0.00 | -2.90 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1934 |
+8.29 | +6.67 | 8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1933 |
+56.36 | +55.18 | 56.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1932 |
+0.00 | +11.45 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1931 |
+0.00 | +10.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1930 |
+0.00 | +6.83 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1929 |
+0.00 | -0.58 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1928 |
+0.00 | +1.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1927 |
+0.00 | +2.31 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1926 |
+0.00 | +1.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1925 |
+0.00 | -3.35 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1924 |
+0.00 | +0.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1923 |
+0.00 | -2.31 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1922 |
+0.00 | +2.37 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1921 |
+0.00 | +12.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1920 |
+0.00 | -2.58 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1919 |
+0.00 | -12.70 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1918 |
+0.00 | -16.97 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1917 |
+0.00 | -15.33 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1916 |
+0.00 | -11.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1915 |
+0.00 | -1.94 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1914 |
+0.00 | -0.99 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1913 |
+0.00 | -3.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1912 |
+0.00 | -6.81 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1911 |
+0.00 | +2.10 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1910 |
+0.00 | +8.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1909 |
+0.00 | -9.51 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1908 |
+0.00 | -3.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1907 |
+0.00 | +2.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1906 |
+0.00 | -5.25 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1905 |
+0.00 | +0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1904 |
+0.00 | -4.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1903 |
+0.00 | +5.81 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1902 |
+0.00 | -6.65 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1901 |
+0.00 | -4.75 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1900 |
+0.00 | +3.80 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1899 |
+0.00 | -14.42 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1898 |
+0.00 | -1.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1897 |
+0.00 | -0.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1896 |
+0.00 | +1.49 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1895 |
+0.00 | -2.81 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1894 |
+0.00 | +7.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1893 |
+0.00 | +8.10 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1892 |
+0.00 | -1.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1891 |
+0.00 | +5.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1890 |
+0.00 | -1.25 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1889 |
+0.00 | +6.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1888 |
+0.00 | +0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1887 |
+0.00 | -5.79 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1886 |
+0.00 | +4.88 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1885 |
+0.00 | +1.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1884 |
+0.00 | +11.48 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1883 |
+0.00 | +8.23 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1882 |
+0.00 | +1.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1881 |
+0.00 | -6.59 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1880 |
+0.00 | +2.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1879 |
-0.10 | -15.75 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1878 |
-2.64 | +13.19 | -2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1877 |
-4.71 | +7.72 | -4.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1876 |
-5.27 | -3.60 | -5.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1875 |
+1.95 | +7.27 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1874 |
+1.54 | +7.46 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1873 |
-1.94 | +4.18 | -1.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1872 |
+2.66 | +0.36 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1871 |
-1.27 | -2.75 | -1.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Portofolio Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- GLD - SPDR Gold Trust: simulated historical serie, up to December 2004
Portfolio efficiency
Compared to the Gold Portfolio, the following portfolios granted a higher return over 30 Years and a less severe drawdown at the same time.
Swipe left to see all data
30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Stocks/Bonds 60/40 Momentum |
+9.38 | 9.41 | -32.52 | 60 | 40 | 0 | ||
|
Stocks/Bonds 80/20 |
+8.84 | 12.34 | -41.09 | 80 | 20 | 0 | ||
|
Simple Path to Wealth JL Collins |
+8.61 | 11.61 | -38.53 | 75 | 25 | 0 | ||
|
Late Sixties and Beyond Burton Malkiel |
+8.34 | 11.59 | -41.80 | 71 | 29 | 0 | ||
|
Yale Endowment David Swensen |
+8.23 | 10.84 | -39.48 | 70 | 30 | 0 | ||
|
Seven Value Scott Burns |
+8.14 | 11.26 | -41.22 | 71.5 | 28.5 | 0 | ||
|
Talmud Portfolio Roger Gibson |
+8.06 | 10.67 | -40.17 | 66.7 | 33.3 | 0 | ||
|
Sheltered Sam 70/30 Bill Bernstein |
+7.95 | 10.60 | -39.73 | 67.9 | 30 | 2.1 | ||
|
Family Taxable Portfolio Ted Aronson |
+7.94 | 11.56 | -38.46 | 70 | 30 | 0 | ||
|
Six Ways from Sunday Scott Burns |
+7.90 | 10.87 | -39.14 | 66.7 | 33.3 | 0 | ||
|
Stocks/Bonds 60/40 |
+7.88 | 9.46 | -30.55 | 60 | 40 | 0 | ||
|
Lazy Portfolio David Swensen |
+7.88 | 10.78 | -40.89 | 70 | 30 | 0 | ||
|
Edge Select Moderately Aggressive Merrill Lynch |
+7.86 | 11.04 | -38.23 | 69 | 31 | 0 | ||
|
Couch Potato Scott Burns |
+7.85 | 8.66 | -27.04 | 50 | 50 | 0 | ||
|
Stocks/Bonds 40/60 Momentum |
+7.82 | 6.84 | -21.11 | 40 | 60 | 0 | ||
|
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
+7.75 | 10.66 | -39.55 | 70 | 30 | 0 | ||
|
Golden Butterfly |
+7.66 | 7.52 | -17.79 | 40 | 40 | 20 | ||
|
Coffeehouse Bill Schultheis |
+7.64 | 9.53 | -33.93 | 60 | 40 | 0 | ||
|
No Brainer Portfolio Bill Bernstein |
+7.60 | 11.65 | -40.40 | 75 | 25 | 0 | ||
|
Pinwheel |
+7.51 | 10.43 | -36.89 | 65 | 25 | 10 | ||
|
Sheltered Sam 60/40 Bill Bernstein |
+7.45 | 9.15 | -34.12 | 58.2 | 40 | 1.8 | ||
|
Gretchen Tai Portfolio Gretchen Tai |
+7.45 | 11.61 | -41.80 | 70 | 30 | 0 | ||
|
Robo Advisor 50 Betterment |
+7.45 | 9.24 | -30.72 | 49.9 | 50.1 | 0 | ||
|
Tilt Toward Value Time Inc |
+7.42 | 9.30 | -34.63 | 60 | 40 | 0 | ||
|
Marc Faber Portfolio Marc Faber |
+7.39 | 9.55 | -28.82 | 50 | 25 | 25 | ||
|
Five Fold Scott Burns |
+7.37 | 9.66 | -37.94 | 60 | 40 | 0 | ||
|
Dimensional 2030 Retirement Income DFA |
+7.36 | 9.17 | -31.78 | 55.9 | 44.1 | 0 | ||
|
Margaritaville Scott Burns |
+7.32 | 10.79 | -38.70 | 67 | 33 | 0 | ||
|
Simple Money Portfolio Tim Maurer |
+7.26 | 9.00 | -32.39 | 60 | 40 | 0 | ||
|
Edge Select Moderate Merrill Lynch |
+7.25 | 8.84 | -29.58 | 53 | 47 | 0 | ||
|
Nano Portfolio John Wasik |
+7.24 | 9.56 | -36.66 | 60 | 40 | 0 | ||
|
All Weather Portfolio Ray Dalio |
+7.19 | 7.18 | -20.19 | 30 | 55 | 15 | ||
|
Sandwich Portfolio Bob Clyatt |
+7.18 | 8.23 | -28.96 | 55 | 45 | 0 | ||
|
Simple and Cheap Time Inc |
+7.18 | 9.30 | -34.84 | 60 | 40 | 0 | ||
|
Ultimate Buy&Hold FundAdvice |
+7.16 | 9.20 | -34.23 | 60 | 40 | 0 | ||
|
Coward's Portfolio Bill Bernstein |
+7.12 | 9.02 | -32.68 | 60 | 40 | 0 | ||
|
Global Market Portfolio Credit Suisse |
+7.07 | 8.13 | -25.90 | 45 | 55 | 0 | ||
|
LifeStrategy Moderate Growth Vanguard |
+7.07 | 9.44 | -33.52 | 60 | 40 | 0 | ||
|
Big Rocks Portfolio Larry Swedroe |
+7.06 | 9.06 | -33.80 | 60 | 40 | 0 | ||
|
GAA Global Asset Allocation Mebane Faber |
+6.96 | 7.92 | -24.91 | 40.5 | 49.5 | 10 | ||
|
Dynamic 40/60 Income |
+6.95 | 8.02 | -29.84 | 40 | 60 | 0 | ||
|
Dynamic 60/40 Income |
+6.95 | 9.22 | -41.44 | 60 | 40 | 0 | ||
|
Ideal Index Frank Armstrong |
+6.95 | 10.62 | -40.11 | 70 | 30 | 0 | ||
|
Sheltered Sam 50/50 Bill Bernstein |
+6.93 | 7.75 | -28.23 | 48.5 | 50 | 1.5 | ||
|
One-Decision Portfolio Marvin Appel |
+6.92 | 8.26 | -31.96 | 50 | 50 | 0 | ||
|
Four Square Scott Burns |
+6.81 | 8.40 | -29.95 | 50 | 50 | 0 | ||
|
Simplified Permanent Portfolio |
+6.80 | 6.75 | -16.43 | 25 | 50 | 25 | ||
|
Stocks/Bonds 40/60 |
+6.80 | 6.82 | -19.17 | 40 | 60 | 0 | ||
|
7Twelve Portfolio Craig Israelsen |
+6.79 | 9.74 | -37.96 | 50 | 33.3 | 16.7 | ||
|
High Yield Bonds Income |
+6.61 | 8.69 | -23.97 | 0 | 100 | 0 | ||
|
Rob Arnott Portfolio Rob Arnott |
+6.60 | 7.10 | -24.27 | 30 | 60 | 10 | ||
|
Edge Select Moderately Conservative Merrill Lynch |
+6.54 | 6.72 | -20.48 | 37 | 63 | 0 | ||
|
Andrew Tobias Portfolio Andrew Tobias |
+6.52 | 9.93 | -36.42 | 66.7 | 33.3 | 0 | ||
|
Paul Boyer Portfolio Paul Boyer |
+6.47 | 7.41 | -18.04 | 25 | 50 | 25 | ||
|
Desert Portfolio Gyroscopic Investing |
+6.46 | 5.39 | -14.72 | 30 | 60 | 10 | ||
|
Lifepath Fund iShares |
+6.45 | 6.88 | -21.23 | 40.4 | 59.6 | 0 | ||
|
Permanent Portfolio Harry Browne |
+6.45 | 6.44 | -15.92 | 25 | 50 | 25 | ||
|
All Country World 60/40 |
+6.44 | 10.00 | -36.70 | 60 | 40 | 0 | ||
|
Sheltered Sam 40/60 Bill Bernstein |
+6.38 | 6.41 | -22.05 | 38.8 | 60 | 1.2 | ||
|
LifeStrategy Conservative Growth Vanguard |
+6.32 | 6.78 | -21.90 | 40 | 60 | 0 | ||
|
All Country World 40/60 |
+6.18 | 7.54 | -25.16 | 40 | 60 | 0 | ||
|
Larry Portfolio Larry Swedroe |
+6.14 | 5.50 | -15.96 | 30 | 70 | 0 | ||
|
Stocks/Bonds 20/80 Momentum |
+6.11 | 4.79 | -17.91 | 20 | 80 | 0 | ||
|
Sheltered Sam 30/70 Bill Bernstein |
+5.80 | 5.16 | -16.58 | 29.1 | 70 | 0.9 | ||
|
All Country World 20/80 |
+5.79 | 5.53 | -17.97 | 20 | 80 | 0 | ||
|
Developed World ex-US 60/40 |
+5.76 | 10.31 | -37.49 | 60 | 40 | 0 | ||
|
Eliminate Fat Tails Larry Swedroe |
+5.70 | 6.36 | -18.42 | 30 | 70 | 0 | ||
|
Gold |
+5.62 | 15.53 | -42.91 | 0 | 0 | 100 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 30 Years and Very High Risk categorization.
Swipe left to see all data
30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+13.03 | 23.91 | -81.08 | 100 | 0 | 0 | ||
|
US Stocks Momentum |
+11.99 | 15.12 | -53.85 | 100 | 0 | 0 | ||
|
Stocks/Bonds 80/20 Momentum |
+10.78 | 12.19 | -43.61 | 80 | 20 | 0 | ||
|
US Stocks |
+9.64 | 15.38 | -50.84 | 100 | 0 | 0 | ||
|
US Stocks Value |
+9.57 | 15.20 | -55.41 | 100 | 0 | 0 | ||
