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)
0.14%
1 Day
Mar 20 2023, 04:00PM Eastern Time
1.64%
Current Month
March 2023
The Betterment Robo Advisor 0 Portfolio is a Low Risk portfolio and can be implemented with 2 ETFs.
It's exposed for 0% on the Stock Market.
In the last 30 Years, the Betterment Robo Advisor 0 Portfolio obtained a 3.10% compound annual return, with a 1.81% standard deviation.
Asset Allocation and ETFs
The Betterment Robo Advisor 0 Portfolio has the following asset allocation:
The Betterment Robo Advisor 0 Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 80.00 % | SHY | iShares 1-3 Year Treasury Bond | Bond, U.S., Short Term | |
| 20.00 % | BSV | Vanguard Short-Term Bond | Bond, U.S., Short Term |
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 Betterment Robo Advisor 0 Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
BETTERMENT ROBO ADVISOR 0 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) |
|
| Betterment Robo Advisor 0 Portfolio | -0.14 | 1.64 | -1.03 | -0.71 | -3.20 | 0.72 | 0.58 | 3.10 | 4.44 | |
| US Inflation Adjusted return | -1.58 | -2.25 | -8.71 | -3.02 | -2.00 | 0.58 | 2.28 | |||
| Components | ||||||||||
|
SHY iShares 1-3 Year Treasury Bond |
-0.12 |
04:00PM Mar 20 2023 |
1.66 | -0.99 | -0.74 | -3.01 | 0.65 | 0.50 | 3.00 | 4.43 |
|
BSV Vanguard Short-Term Bond |
-0.24 |
04:00PM Mar 20 2023 |
1.57 | -1.20 | -0.59 | -3.98 | 0.97 | 0.89 | 3.52 | 4.51 |
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 Betterment Robo Advisor 0 Portfolio, updated as of 28 February 2023.
Portfolio metrics are calculated based on monthly returns, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
BETTERMENT ROBO ADVISOR 0 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 (%) |
-1.03 | -0.08 | -0.71 | -3.20 | -1.15 | 0.72 | 0.58 | 1.69 | 3.10 | 4.44 |
| 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 (%) |
-1.58 | -1.12 | -2.25 | -8.71 | -6.00 | -3.02 | -2.00 | -0.80 | 0.58 | 2.28 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 2.83 | 1.91 | 1.78 | 1.39 | 1.51 | 1.81 | 3.54 | |||
| Sharpe Ratio | -1.86 | -0.97 | -0.26 | -0.06 | 0.37 | 0.51 | 0.13 | |||
| Sortino Ratio | -2.67 | -1.28 | -0.34 | -0.08 | 0.54 | 0.76 | 0.20 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -3.93 | -5.86 | -5.86 | -5.86 | -5.86 | -5.86 | -8.48 | |||
| Start (yyyy mm) | 2022 03 | 2021 08 | 2021 08 | 2021 08 | 2021 08 | 2021 08 | 1971 04 | |||
| Bottom (yyyy mm) | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 1971 07 | |||
| Start to Bottom (# months) | 8 | 15 | 15 | 15 | 15 | 15 | 4 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 19
|
> 19
|
> 19
|
> 19
|
> 19
|
13
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 26.58 | 17.65 | 15.88 | 11.91 | 9.55 | 8.31 | ||||
| Worst Return (%) | -5.55 | -1.15 | 0.41 | 0.51 | 1.14 | 1.91 | ||||
| % Positive Periods | 93% | 99% | 100% | 100% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 2 | 3 | 5 | 17 | 35 | 68 | 154 | 252 | 1280 |
| Negative | 1 | 1 | 3 | 7 | 19 | 25 | 52 | 86 | 108 | 546 |
| % Positive | 0% | 67% | 50% | 42% | 47% | 58% | 57% | 64% | 70% | 70% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 31.06 | 19.76 | 9.63 | 5.11 | 4.49 | 5.05 | ||||
| Perpetual WR (%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 2.23 | ||||
- 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).
Portfolio Components Correlation
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 28 February 2023
Swipe left to see all data
|
|
|
||
|---|---|---|---|
| Asset | SHY | BSV | |
| SHY |
1.00
|
0.98
|
|
| BSV |
0.98
|
1.00
|
|
|
|
||
|---|---|---|---|
| Asset | SHY | BSV | |
| SHY |
1.00
|
0.93
|
|
| BSV |
0.93
|
1.00
|
|
|
|
||
|---|---|---|---|
| Asset | SHY | BSV | |
| SHY |
1.00
|
0.93
|
|
| BSV |
0.93
|
1.00
|
|
|
|
||
|---|---|---|---|
| Asset | SHY | BSV | |
| SHY |
1.00
|
0.79
|
|
| BSV |
0.79
|
1.00
|
|
|
|
||
|---|---|---|---|
| Asset | SHY | BSV | |
| SHY |
1.00
|
0.95
|
|
| BSV |
0.95
|
1.00
|
Portfolio Dividends
In 2022, the Betterment Robo Advisor 0 Portfolio granted a 1.27% dividend yield. If you are interested in getting periodic income, please refer to the Betterment Robo Advisor 0 Portfolio: Dividend Yield page.
Readings that may interest you
Capital Growth as of Feb 28, 2023
An investment of 1000$, since March 1993,
now would be worth 2502.25$, with a total return of 150.23% (3.10% annualized).
The Inflation Adjusted Capital now would be 1190.24$, with a net total return of 19.02% (0.58% annualized).
The Inflation Adjusted Capital now would be 1190.24$, with a net total return of 19.02% (0.58% annualized).
An investment of 1000$, since January 1871,
now would be worth 745244.01$, with a total return of 74424.40% (4.44% annualized).
The Inflation Adjusted Capital now would be 30898.69$, with a net total return of 2989.87% (2.28% annualized).
The Inflation Adjusted Capital now would be 30898.69$, with a net total return of 2989.87% (2.28% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -5.86% | Aug 2021 | Oct 2022 | 15 | in progress | 4 | 19 |
| -2.22% | Feb 1994 | Apr 1994 | 3 | Jan 1995 | 9 | 12 |
| -1.21% | Apr 2008 | May 2008 | 2 | Sep 2008 | 4 | 6 |
| -1.13% | Apr 2004 | May 2004 | 2 | Oct 2004 | 5 | 7 |
| -1.05% | Feb 1996 | Apr 1996 | 3 | Jul 1996 | 3 | 6 |
| -1.01% | Nov 2001 | Dec 2001 | 2 | Feb 2002 | 2 | 4 |
| -1.00% | Sep 2017 | Feb 2018 | 6 | Nov 2018 | 9 | 15 |
| -0.88% | Jan 2009 | Feb 2009 | 2 | Aug 2009 | 6 | 8 |
| -0.84% | Dec 2009 | Dec 2009 | 1 | Feb 2010 | 2 | 3 |
| -0.84% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
| -0.78% | Mar 2002 | Mar 2002 | 1 | Apr 2002 | 1 | 2 |
| -0.77% | Jul 2016 | Nov 2016 | 5 | Jul 2017 | 8 | 13 |
| -0.63% | Jul 2003 | Aug 2003 | 2 | Sep 2003 | 1 | 3 |
| -0.58% | Nov 2010 | Mar 2011 | 5 | Apr 2011 | 1 | 6 |
| -0.57% | Nov 2004 | Mar 2005 | 5 | May 2005 | 2 | 7 |
| -0.54% | Oct 2015 | Dec 2015 | 3 | Jan 2016 | 1 | 4 |
| -0.52% | Oct 2002 | Nov 2002 | 2 | Dec 2002 | 1 | 3 |
| -0.42% | May 1993 | May 1993 | 1 | Jun 1993 | 1 | 2 |
| -0.40% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -0.40% | Oct 2003 | Nov 2003 | 2 | Dec 2003 | 1 | 3 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -8.48% | Apr 1971 | Jul 1971 | 4 | Apr 1972 | 9 | 13 |
| -7.61% | Jul 1895 | Feb 1896 | 8 | Dec 1896 | 10 | 18 |
| -6.76% | Mar 1970 | May 1970 | 3 | Nov 1970 | 6 | 9 |
| -6.20% | Sep 1931 | Jan 1932 | 5 | Jul 1932 | 6 | 11 |
| -5.88% | Feb 1898 | Apr 1898 | 3 | Jul 1898 | 3 | 6 |
| -5.86% | Aug 2021 | Oct 2022 | 15 | in progress | 4 | 19 |
| -5.46% | Jun 1939 | Sep 1939 | 4 | Mar 1941 | 18 | 22 |
| -5.20% | Jan 1980 | Feb 1980 | 2 | Apr 1980 | 2 | 4 |
| -4.69% | Jul 1980 | Nov 1980 | 5 | Mar 1981 | 4 | 9 |
| -4.65% | Jul 1958 | Sep 1958 | 3 | Mar 1960 | 18 | 21 |
| -4.46% | Jul 1873 | Oct 1873 | 4 | Dec 1873 | 2 | 6 |
| -4.30% | Jun 1902 | Jul 1902 | 2 | Sep 1902 | 2 | 4 |
| -4.17% | Sep 1968 | Dec 1968 | 4 | Apr 1969 | 4 | 8 |
| -3.85% | Mar 1975 | Apr 1975 | 2 | Jun 1975 | 2 | 4 |
| -3.81% | Jul 1871 | Feb 1872 | 8 | May 1872 | 3 | 11 |
| -3.68% | Nov 1969 | Dec 1969 | 2 | Feb 1970 | 2 | 4 |
| -3.58% | Jul 1875 | Jul 1875 | 1 | Feb 1876 | 7 | 8 |
| -3.44% | Mar 1957 | Jul 1957 | 5 | Dec 1957 | 5 | 10 |
| -3.31% | Oct 1979 | Oct 1979 | 1 | Dec 1979 | 2 | 3 |
| -3.30% | Sep 1969 | Sep 1969 | 1 | Oct 1969 | 1 | 2 |
Rolling Returns ( more details)
Betterment Robo Advisor 0 Portfolio: annualized rolling and average returns
Swipe left to see all data
| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
4.53 |
26.58 Oct 1981 - Sep 1982 |
-5.55 Oct 2021 - Sep 2022 |
7.49% |
| 2 Years |
4.54 |
19.83 May 1981 - Apr 1983 |
-2.89 Nov 2020 - Oct 2022 |
1.39% |
| 3 Years |
4.55 |
17.65 Mar 1980 - Feb 1983 |
-1.15 Mar 2020 - Feb 2023 |
0.61% |
| 5 Years |
4.54 |
15.88 Sep 1981 - Aug 1986 |
0.41 Jun 1948 - May 1953 |
0.00% |
| 7 Years |
4.54 |
14.06 Mar 1980 - Feb 1987 |
0.47 Nov 2015 - Oct 2022 |
0.00% |
| 10 Years |
4.55 |
11.91 Mar 1980 - Feb 1990 |
0.51 Nov 2012 - Oct 2022 |
0.00% |
| 15 Years |
4.60 |
10.39 Mar 1980 - Feb 1995 |
1.00 Jul 1938 - Jun 1953 |
0.00% |
| 20 Years |
4.63 |
9.55 Aug 1973 - Jul 1993 |
1.14 Jul 1933 - Jun 1953 |
0.00% |
| 30 Years |
4.66 |
8.31 Aug 1973 - Jul 2003 |
1.91 Nov 1933 - Oct 1963 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Betterment Robo Advisor 0 Portfolio: Rolling Returns page.
Seasonality
In which months is it better to invest in Betterment Robo Advisor 0 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 |
0.22
80% |
-0.13
40% |
0.09
60% |
-0.04
60% |
0.38
100% |
-0.04
60% |
0.16
60% |
0.04
40% |
-0.35
20% |
-0.02
40% |
0.23
60% |
0.19
80% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.22
|
100.09
|
100.18
|
100.14
|
100.52
|
100.48
|
100.64
|
100.69
|
100.33
|
100.31
|
100.54
|
100.73
|
| Best |
0.9 2023 |
0.9 2020 |
1.1 2020 |
0.4 2020 |
0.8 2019 |
0.5 2019 |
0.5 2022 |
0.9 2019 |
0.0 2020 |
0.3 2019 |
0.8 2022 |
0.8 2018 |
| Worst |
-0.8 2022 |
-1.0 2023 |
-1.5 2022 |
-0.6 2022 |
0.1 2020 |
-0.6 2022 |
0.0 2019 |
-0.9 2022 |
-1.3 2022 |
-0.4 2021 |
-0.1 2021 |
-0.2 2021 |
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 |
0.25
80% |
-0.08
50% |
0.09
70% |
0.04
80% |
0.19
80% |
0.02
40% |
0.12
60% |
0.02
40% |
-0.13
40% |
0.00
40% |
0.03
50% |
0.03
50% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.25
|
100.17
|
100.26
|
100.30
|
100.49
|
100.51
|
100.63
|
100.65
|
100.52
|
100.52
|
100.55
|
100.59
|
| Best |
0.9 2023 |
0.9 2020 |
1.1 2020 |
0.4 2020 |
0.8 2019 |
0.7 2016 |
0.5 2022 |
0.9 2019 |
0.3 2015 |
0.3 2019 |
0.8 2022 |
0.8 2018 |
| Worst |
-0.8 2022 |
-1.0 2023 |
-1.5 2022 |
-0.6 2022 |
-0.2 2013 |
-0.6 2022 |
-0.1 2014 |
-0.9 2022 |
-1.3 2022 |
-0.4 2021 |
-0.6 2016 |
-0.3 2014 |
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 |
0.28
69% |
0.42
73% |
0.43
76% |
0.32
72% |
0.41
72% |
0.39
72% |
0.12
63% |
0.23
66% |
0.39
67% |
0.45
71% |
0.54
69% |
0.45
71% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.28
|
100.70
|
101.13
|
101.46
|
101.87
|
102.27
|
102.39
|
102.63
|
103.02
|
103.48
|
104.04
|
104.51
|
| Best |
5.6 1968 |
6.6 1970 |
4.9 1971 |
8.9 1980 |
3.9 1980 |
2.2 1970 |
3.9 1982 |
4.6 1971 |
4.0 1902 |
5.5 1981 |
6.8 1970 |
5.5 1873 |
| Worst |
-3.0 1896 |
-4.6 1980 |
-3.0 1898 |
-5.1 1970 |
-2.0 1971 |
-2.3 1902 |
-3.6 1875 |
-2.2 1980 |
-4.1 1939 |
-4.4 1895 |
-1.7 1933 |
-2.6 1969 |
Monthly Seasonality over the period Jan 1871 - Feb 2023
Monthly/Yearly Returns
Betterment Robo Advisor 0 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
1280 Positive Months (70%) - 546 Negative Months (30%)
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 |
-0.17 | -1.51 | 0.9 | -1.0 | ||||||||||
| 2022 |
-4.20 | -10.01 | -0.8 | -0.5 | -1.5 | -0.6 | 0.6 | -0.6 | 0.5 | -0.9 | -1.3 | -0.1 | 0.8 | 0.1 |
| 2021 |
-0.79 | -7.31 | 0.0 | -0.1 | -0.1 | 0.1 | 0.1 | -0.2 | 0.2 | 0.0 | -0.1 | -0.4 | -0.1 | -0.2 |
| 2020 |
+3.37 | +1.98 | 0.6 | 0.9 | 1.1 | 0.4 | 0.1 | 0.1 | 0.1 | 0.0 | 0.0 | -0.1 | 0.1 | 0.1 |
| 2019 |
+3.70 | +1.38 | 0.3 | 0.1 | 0.7 | 0.2 | 0.8 | 0.5 | 0.0 | 0.9 | -0.2 | 0.3 | -0.1 | 0.2 |
| 2018 |
+1.44 | -0.46 | -0.3 | -0.1 | 0.2 | -0.2 | 0.4 | 0.0 | 0.0 | 0.4 | -0.1 | 0.1 | 0.4 | 0.8 |
| 2017 |
+0.45 | -1.62 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | -0.1 | 0.2 | 0.2 | -0.2 | -0.1 | -0.2 | 0.0 |
| 2016 |
+0.92 | -1.13 | 0.7 | 0.2 | 0.2 | 0.0 | -0.1 | 0.7 | 0.0 | -0.2 | 0.1 | -0.1 | -0.6 | 0.1 |
| 2015 |
+0.53 | -0.20 | 0.7 | -0.3 | 0.3 | 0.0 | 0.1 | 0.0 | 0.1 | -0.1 | 0.3 | -0.1 | -0.3 | -0.1 |
| 2014 |
+0.63 | -0.12 | 0.3 | 0.1 | -0.1 | 0.1 | 0.2 | -0.1 | -0.1 | 0.2 | -0.1 | 0.3 | 0.1 | -0.3 |
| 2013 |
+0.20 | -1.28 | 0.0 | 0.1 | 0.0 | 0.1 | -0.2 | -0.2 | 0.2 | -0.1 | 0.3 | 0.1 | 0.1 | -0.2 |
| 2012 |
+0.55 | -1.17 | 0.2 | -0.1 | -0.1 | 0.3 | 0.1 | -0.1 | 0.3 | 0.1 | 0.0 | -0.1 | 0.1 | -0.1 |
| 2011 |
+1.74 | -1.19 | 0.2 | -0.1 | -0.1 | 0.6 | 0.4 | 0.0 | 0.4 | 0.4 | -0.1 | 0.1 | 0.0 | 0.1 |
| 2010 |
+2.60 | +1.09 | 0.8 | 0.2 | -0.3 | 0.3 | 0.4 | 0.5 | 0.3 | 0.3 | 0.2 | 0.3 | -0.2 | -0.2 |
| 2009 |
+0.59 | -2.08 | -0.6 | -0.3 | 0.5 | 0.0 | 0.2 | -0.1 | 0.3 | 0.4 | 0.3 | 0.2 | 0.6 | -0.8 |
| 2008 |
+6.99 | +6.90 | 1.8 | 1.0 | 0.2 | -0.8 | -0.4 | 0.2 | 0.4 | 0.5 | 0.6 | 0.5 | 1.7 | 1.1 |
| 2007 |
+7.05 | +2.85 | 0.2 | 0.8 | 0.4 | 0.3 | -0.1 | 0.4 | 0.9 | 0.9 | 0.6 | 0.5 | 1.7 | 0.2 |
| 2006 |
+4.11 | +1.53 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.7 | 0.8 | 0.5 | 0.4 | 0.5 | 0.1 |
| 2005 |
+1.66 | -1.69 | 0.0 | -0.2 | 0.0 | 0.6 | 0.4 | 0.3 | -0.4 | 0.7 | -0.3 | -0.1 | 0.4 | 0.4 |
| 2004 |
+0.95 | -2.23 | 0.2 | 0.5 | 0.3 | -1.1 | -0.1 | 0.0 | 0.3 | 0.8 | 0.0 | 0.3 | -0.6 | 0.3 |
| 2003 |
+2.62 | +0.72 | 0.0 | 0.5 | 0.2 | 0.3 | 0.5 | 0.2 | -0.6 | -0.1 | 1.0 | -0.4 | 0.0 | 1.0 |
| 2002 |
+7.46 | +4.97 | 0.4 | 0.6 | -0.8 | 1.4 | 0.7 | 0.7 | 1.3 | 0.9 | 1.2 | 0.0 | -0.5 | 1.4 |
| 2001 |
+7.87 | +6.22 | 1.3 | 0.8 | 0.8 | 0.0 | 0.5 | 0.4 | 1.4 | 0.8 | 1.5 | 1.1 | -0.8 | -0.2 |
| 2000 |
+8.70 | +5.14 | -0.1 | 0.7 | 0.7 | 0.1 | 0.3 | 1.3 | 0.7 | 0.9 | 0.9 | 0.5 | 1.2 | 1.4 |
| 1999 |
+2.14 | -0.53 | 0.5 | -0.8 | 0.7 | 0.3 | -0.3 | 0.1 | 0.1 | 0.2 | 0.8 | 0.3 | 0.2 | 0.0 |
| 1998 |
+7.20 | +5.50 | 1.1 | -0.1 | 0.4 | 0.6 | 0.6 | 0.5 | 0.4 | 1.5 | 1.7 | 0.1 | -0.1 | 0.3 |
| 1997 |
+6.60 | +4.81 | 0.4 | 0.2 | -0.2 | 0.9 | 0.7 | 0.7 | 1.2 | 0.0 | 0.8 | 0.8 | 0.2 | 0.7 |
| 1996 |
+4.47 | +1.11 | 0.9 | -0.7 | -0.2 | -0.2 | 0.1 | 0.9 | 0.3 | 0.3 | 1.0 | 1.3 | 0.9 | -0.1 |
| 1995 |
+12.23 | +9.46 | 1.5 | 1.6 | 0.6 | 1.0 | 2.0 | 0.6 | 0.3 | 0.6 | 0.6 | 0.9 | 1.0 | 0.8 |
| 1994 |
-0.40 | -2.99 | 0.7 | -0.9 | -0.9 | -0.5 | 0.1 | 0.2 | 0.9 | 0.3 | -0.3 | 0.2 | -0.5 | 0.2 |
| 1993 |
+6.46 | +3.61 | 1.5 | 1.2 | 0.2 | 0.9 | -0.4 | 0.9 | 0.0 | 1.1 | 0.4 | 0.1 | -0.1 | 0.5 |
| 1992 |
+6.84 | +3.82 | -0.4 | 0.2 | -0.2 | 1.0 | 1.2 | 1.3 | 1.5 | 1.2 | 1.1 | -1.1 | -0.1 | 1.1 |
| 1991 |
+11.81 | +8.49 | 0.8 | 0.6 | 0.7 | 1.1 | 0.8 | 0.2 | 0.8 | 1.4 | 1.2 | 1.0 | 0.9 | 1.8 |
| 1990 |
+9.78 | +3.46 | -0.1 | 0.5 | 0.3 | 0.1 | 1.6 | 1.2 | 1.3 | 0.3 | 0.8 | 1.1 | 1.1 | 1.3 |
| 1989 |
+11.47 | +6.52 | 0.8 | 0.0 | 0.4 | 1.7 | 1.5 | 2.1 | 1.7 | -0.9 | 0.6 | 1.8 | 0.8 | 0.4 |
| 1988 |
+5.93 | +1.44 | 1.6 | 0.8 | 0.1 | 0.1 | -0.2 | 1.0 | 0.0 | 0.1 | 1.3 | 1.0 | -0.3 | 0.2 |
| 1987 |
+4.72 | +0.27 | 0.7 | 0.5 | 0.1 | -1.1 | 0.0 | 1.1 | 0.3 | 0.1 | -0.5 | 2.4 | 0.4 | 0.6 |
| 1986 |
+10.57 | +9.36 | 0.7 | 1.3 | 2.0 | 0.7 | -0.3 | 1.6 | 1.0 | 1.7 | -0.3 | 0.8 | 0.6 | 0.3 |
| 1985 |
+14.05 | +9.87 | 1.1 | -0.5 | 1.3 | 1.8 | 2.6 | 1.2 | 0.1 | 0.8 | 0.9 | 1.1 | 1.2 | 1.6 |
| 1984 |
+14.05 | +9.72 | 1.4 | 0.2 | -0.1 | 0.4 | -1.0 | 0.8 | 2.2 | 1.1 | 1.8 | 2.8 | 2.0 | 1.7 |
| 1983 |
+8.22 | +4.27 | 0.7 | 1.4 | -0.1 | 1.8 | -0.3 | 0.3 | -0.6 | 0.6 | 2.1 | 0.8 | 0.8 | 0.6 |
| 1982 |
+22.41 | +17.89 | -0.1 | 0.8 | 0.7 | 2.0 | 1.6 | -1.3 | 3.9 | 3.5 | 3.2 | 4.0 | 0.4 | 1.9 |
| 1981 |
+13.75 | +4.43 | 0.6 | -0.7 | 2.8 | -2.1 | 2.5 | 0.6 | -1.1 | -0.5 | 1.1 | 5.5 | 5.9 | -1.5 |
| 1980 |
+8.59 | -3.49 | -0.6 | -4.6 | 1.6 | 8.9 | 3.9 | 1.5 | -1.0 | -2.2 | -0.3 | -0.8 | -0.5 | 3.0 |
| 1979 |
+7.87 | -4.79 | 1.6 | 0.2 | 1.2 | 0.3 | 1.8 | 2.0 | 0.1 | -0.2 | 0.3 | -3.3 | 2.5 | 1.2 |
| 1978 |
+3.26 | -5.28 | 0.1 | 0.4 | 0.4 | 0.2 | 0.3 | 0.0 | 0.9 | 1.0 | 0.2 | -0.9 | 0.9 | -0.1 |
| 1977 |
+3.03 | -3.44 | -1.6 | 0.7 | 0.7 | 0.3 | 0.6 | 1.0 | -0.4 | 0.7 | 0.1 | -0.3 | 0.9 | 0.2 |
| 1976 |
+8.68 | +3.64 | -0.2 | 0.3 | 0.9 | 0.0 | -1.9 | 0.8 | 0.1 | 1.6 | 0.9 | 1.1 | 3.2 | 1.6 |
| 1975 |
+8.81 | +1.76 | 0.0 | 1.4 | -2.8 | -1.1 | 2.8 | 1.5 | -0.7 | 0.8 | -0.8 | 4.8 | -0.6 | 3.5 |
| 1974 |
+6.86 | -4.88 | 0.1 | 0.7 | -2.0 | -0.9 | 1.8 | 0.0 | -0.8 | -0.6 | 2.0 | 1.9 | 1.9 | 2.5 |
| 1973 |
+4.57 | -3.80 | -0.3 | -0.1 | 0.0 | 0.9 | -1.0 | 0.6 | -2.7 | 2.0 | 3.2 | 2.0 | 0.8 | -0.8 |
| 1972 |
+3.83 | +0.41 | -0.9 | 1.0 | 0.0 | 0.5 | 1.3 | -0.1 | 0.9 | -1.5 | -0.2 | 1.6 | 1.6 | -0.3 |
| 1971 |
+7.75 | +4.34 | 3.3 | -0.1 | 4.9 | -3.8 | -2.0 | -2.1 | -0.8 | 4.6 | 2.4 | 1.2 | -0.2 | 0.5 |
| 1970 |
+13.86 | +7.85 | 1.2 | 6.6 | -1.1 | -5.1 | -0.7 | 2.2 | 2.5 | -0.6 | 1.7 | -0.1 | 6.8 | 0.1 |
| 1969 |
+3.12 | -2.90 | 1.0 | 0.7 | 0.9 | 1.9 | -1.3 | 0.0 | 1.7 | 0.1 | -3.3 | 5.2 | -1.1 | -2.6 |
| 1968 |
+4.61 | -0.10 | 5.6 | 0.2 | -1.2 | 0.5 | -0.6 | 2.0 | 2.3 | 0.1 | -0.2 | -0.6 | -0.9 | -2.5 |
| 1967 |
+3.48 | +0.43 | 1.9 | -0.6 | 2.6 | -1.2 | 0.7 | -2.1 | 1.4 | 0.1 | 0.7 | -1.4 | 0.3 | 1.3 |
| 1966 |
+5.16 | +1.64 | 0.4 | -2.2 | 2.8 | -0.3 | 0.3 | -0.9 | -0.2 | -2.0 | 3.1 | 0.8 | -0.8 | 4.2 |
| 1965 |
+2.31 | +0.38 | 0.6 | 0.2 | 0.6 | 0.4 | 0.3 | 0.7 | 0.3 | 0.1 | -0.2 | 0.0 | -0.1 | -0.8 |
| 1964 |
+3.89 | +2.90 | 0.3 | 0.1 | 0.0 | 0.5 | 0.6 | 0.7 | 0.0 | 0.2 | 0.6 | 0.5 | 0.0 | 0.3 |
| 1963 |
+2.35 | +0.69 | 0.2 | -0.2 | 0.3 | 0.4 | 0.3 | 0.1 | 0.4 | 0.2 | 0.0 | -0.2 | 1.0 | -0.1 |
| 1962 |
+4.28 | +2.91 | -0.1 | 1.0 | 1.4 | 0.2 | -0.1 | -0.6 | -0.1 | 0.9 | 0.4 | 0.4 | 0.2 | 0.8 |
| 1961 |
+2.44 | +1.76 | 0.3 | 0.8 | 0.7 | 0.0 | 0.9 | -1.0 | 0.0 | -0.6 | 0.8 | 0.8 | 0.2 | -0.6 |
| 1960 |
+8.87 | +7.41 | -0.1 | 2.0 | 2.1 | -0.1 | -0.4 | 1.8 | 2.2 | 0.9 | 0.1 | -0.6 | -0.2 | 0.9 |
| 1959 |
+1.29 | -0.44 | 0.5 | 1.0 | 0.3 | -0.5 | -1.0 | 0.3 | 0.1 | 0.3 | -1.4 | 1.8 | 0.6 | -0.7 |
| 1958 |
+1.45 | -0.30 | 1.6 | 0.9 | 1.1 | 1.4 | 0.2 | 0.1 | -1.3 | -2.2 | -1.2 | 0.3 | 1.1 | -0.4 |
| 1957 |
+5.73 | +2.75 | 0.3 | 1.3 | -0.3 | -0.3 | -0.7 | -1.4 | -0.8 | 0.3 | 0.4 | -0.1 | 2.4 | 4.6 |
| 1956 |
+1.25 | -1.69 | 0.6 | 1.1 | -0.5 | -1.3 | 1.5 | 1.2 | -0.4 | -1.2 | 0.2 | 0.9 | -0.6 | -0.2 |
| 1955 |
+0.20 | -0.17 | -0.5 | 0.0 | 0.2 | -0.4 | 0.3 | 0.2 | -0.7 | -0.2 | 0.4 | 1.1 | 0.3 | -0.3 |
| 1954 |
+2.54 | +3.31 | 1.1 | 0.2 | 1.0 | 0.9 | -0.6 | 0.1 | 0.9 | -0.4 | 0.0 | -0.3 | -0.3 | -0.1 |
| 1953 |
+3.17 | +2.41 | -0.7 | -0.3 | -0.2 | -0.3 | -1.6 | -0.2 | 1.9 | 0.2 | 1.0 | 2.1 | 0.1 | 1.1 |
| 1952 |
+1.89 | +1.13 | 0.2 | -0.2 | 0.2 | 1.2 | 0.6 | -0.2 | -0.3 | -0.6 | -0.7 | 1.5 | 0.3 | 0.0 |
| 1951 |
+0.79 | -4.92 | 0.7 | -0.2 | -1.0 | -0.6 | -0.5 | 0.2 | 1.2 | 1.3 | -0.9 | 0.1 | 0.0 | 0.6 |
| 1950 |
+0.61 | -5.03 | -0.6 | 0.1 | 0.1 | -0.1 | 0.2 | -0.2 | 0.3 | 0.3 | 0.0 | -0.2 | 0.1 | 0.4 |
| 1949 |
+1.93 | +4.09 | 0.4 | 0.0 | 0.3 | 0.0 | 0.0 | 0.7 | 0.2 | 0.6 | -0.4 | -0.1 | -0.1 | 0.4 |
| 1948 |
+1.49 | -1.46 | 0.1 | 0.3 | 0.2 | 0.2 | 0.9 | -0.8 | -0.1 | -0.1 | 0.4 | -0.3 | 0.5 | 0.4 |
| 1947 |
+0.86 | -7.33 | 0.7 | 0.5 | 0.3 | 0.2 | 0.4 | 0.0 | 0.4 | 0.6 | -0.1 | -0.5 | -0.5 | -1.0 |
| 1946 |
+1.06 | -14.46 | 0.7 | 0.4 | 0.4 | -1.2 | 0.1 | 0.5 | -0.2 | -0.3 | -0.2 | 0.4 | -0.5 | 1.0 |
| 1945 |
+1.62 | -0.61 | 1.1 | 0.4 | 0.3 | 0.9 | -0.2 | 0.3 | -0.5 | 0.0 | 0.1 | 0.4 | 0.3 | -1.3 |
| 1944 |
+1.25 | -1.03 | 0.1 | 0.4 | 0.1 | 0.0 | 0.1 | 0.0 | 0.1 | 0.4 | 0.0 | 0.0 | 0.1 | 0.0 |
| 1943 |
+1.59 | -1.32 | 0.5 | 0.0 | 0.0 | 0.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.1 | 0.0 | -0.1 | 0.1 |
| 1942 |
+0.66 | -7.67 | 0.2 | -0.5 | 0.8 | -0.5 | 0.3 | 0.0 | -0.2 | 0.1 | 0.0 | 0.2 | -0.1 | 0.4 |
| 1941 |
+1.33 | -7.82 | 0.0 | -0.7 | 1.3 | 0.8 | 0.0 | 1.0 | 1.1 | -0.6 | 0.0 | 0.5 | -0.3 | -1.7 |
| 1940 |
+1.49 | +0.77 | -0.3 | -0.3 | 0.7 | -0.7 | -1.9 | 1.2 | 0.4 | 0.0 | 0.5 | 0.3 | 1.3 | 0.2 |
| 1939 |
+1.14 | +1.14 | 0.0 | 0.4 | 0.8 | 0.6 | 1.2 | -0.3 | 0.1 | -1.2 | -4.1 | 2.1 | 1.0 | 0.9 |
| 1938 |
+2.10 | +5.02 | 0.2 | 0.4 | -0.1 | 0.8 | 0.4 | -0.2 | 0.1 | 0.2 | -0.7 | 1.0 | -0.3 | 0.3 |
| 1937 |
+1.05 | -1.75 | 0.6 | 0.3 | -2.1 | -0.4 | 0.6 | 0.0 | 1.0 | -0.6 | 0.4 | 0.2 | 0.7 | 0.3 |
| 1936 |
+1.62 | +0.16 | 0.1 | 0.4 | 0.4 | 0.1 | 0.1 | -0.3 | 0.0 | 0.5 | -0.3 | -0.2 | 1.0 | -0.2 |
| 1935 |
+1.57 | -1.37 | 1.4 | 0.5 | 0.0 | 0.3 | 0.1 | 0.1 | 0.2 | -1.3 | -0.2 | 0.4 | -0.1 | 0.2 |
| 1934 |
+2.99 | +1.45 | 0.3 | 1.6 | 1.0 | 0.4 | 0.5 | 0.3 | 0.1 | -1.1 | -1.7 | 1.4 | -0.1 | 0.4 |
| 1933 |
+2.25 | +1.47 | 1.4 | -0.4 | -0.6 | 0.3 | 1.3 | 1.1 | 0.4 | 0.2 | 0.5 | 0.1 | -1.7 | -0.3 |
| 1932 |
+7.90 | +20.26 | -2.4 | 1.5 | 1.8 | 2.3 | -0.4 | 0.2 | 1.7 | 1.3 | 0.5 | 0.1 | 0.0 | 1.1 |
| 1931 |
+0.58 | +10.91 | 0.7 | -0.3 | 0.8 | 0.6 | 1.4 | 0.8 | 0.3 | 0.3 | -0.1 | -2.5 | 0.5 | -1.8 |
| 1930 |
+7.14 | +14.46 | -0.1 | 0.7 | 1.5 | -0.2 | 1.0 | 1.0 | 0.5 | 0.4 | 0.6 | 0.7 | 0.6 | 0.2 |
| 1929 |
+5.68 | +5.07 | -0.2 | -0.4 | -0.6 | 1.2 | 0.4 | 0.0 | 0.8 | -0.2 | 0.5 | 1.1 | 2.6 | 0.3 |
| 1928 |
+1.48 | +2.66 | 0.2 | 0.2 | 0.5 | 0.1 | 0.0 | -0.1 | -0.8 | -0.2 | 0.5 | 0.3 | 1.1 | -0.3 |
| 1927 |
+4.55 | +6.97 | 0.5 | 0.4 | 1.0 | 0.3 | 0.4 | -0.2 | -0.1 | 0.4 | 0.3 | 0.2 | 0.6 | 0.6 |
| 1926 |
+4.13 | +5.31 | 0.4 | 0.7 | 0.2 | 0.3 | 0.4 | 0.2 | 0.1 | 0.0 | 0.2 | 0.3 | 0.7 | 0.7 |
| 1925 |
+2.62 | -0.82 | 0.1 | 0.2 | 0.0 | 0.4 | 0.6 | 0.8 | 0.1 | -0.4 | 0.1 | 0.4 | 0.4 | 0.0 |
| 1924 |
+6.35 | +6.35 | 0.7 | 0.4 | 0.3 | 0.7 | 0.9 | 1.7 | 0.6 | 0.5 | 0.2 | 0.7 | 0.0 | -0.2 |
| 1923 |
+4.16 | +1.75 | 0.4 | 0.3 | 0.0 | 0.3 | 0.5 | 0.6 | 0.4 | 0.3 | 0.3 | 0.0 | 0.6 | 0.5 |
| 1922 |
+5.06 | +7.54 | 0.5 | -0.1 | 1.0 | 1.4 | 0.5 | 0.5 | 1.1 | 0.5 | -0.3 | -0.6 | 0.1 | 0.4 |
| 1921 |
+11.15 | +24.65 | 1.6 | -0.1 | 0.4 | 0.5 | 0.2 | 0.1 | 0.4 | 0.6 | 1.1 | 2.6 | 1.8 | 1.6 |
| 1920 |
+3.21 | +0.55 | 0.3 | -0.4 | 0.3 | -0.9 | -1.7 | 0.9 | 0.4 | -0.1 | 2.5 | 3.3 | -0.4 | -0.9 |
| 1919 |
+3.91 | -9.28 | 0.4 | 0.0 | 0.3 | 0.6 | 0.9 | 0.3 | 0.3 | 0.0 | 0.9 | 0.7 | -0.3 | -0.2 |
| 1918 |
+5.27 | -12.60 | 0.6 | 0.9 | 0.6 | 0.5 | 0.4 | 1.4 | 0.5 | 0.5 | 0.1 | 0.0 | 0.9 | -1.2 |
| 1917 |
+1.18 | -14.33 | 0.1 | 1.1 | -1.6 | 0.3 | -1.3 | -0.2 | 0.7 | 0.5 | 1.6 | 0.1 | 0.6 | -0.6 |
| 1916 |
+2.73 | -8.79 | 0.0 | 1.2 | 0.7 | 0.0 | 0.4 | -0.6 | -0.4 | 0.4 | 0.4 | 0.2 | -0.4 | 0.7 |
| 1915 |
+5.06 | +3.02 | 0.6 | 0.3 | 1.1 | 0.7 | 0.1 | 0.1 | -0.8 | 1.4 | -0.3 | 0.0 | 0.7 | 1.1 |
| 1914 |
+6.38 | +5.33 | 1.6 | 1.0 | 0.2 | -0.1 | 0.6 | 0.3 | 0.1 | 0.7 | 0.7 | 0.7 | 0.6 | 0.0 |
| 1913 |
+5.50 | +2.34 | 0.6 | 0.8 | 0.4 | 0.3 | 1.2 | 0.4 | -1.8 | 0.2 | 0.2 | -0.1 | 1.8 | 1.5 |
| 1912 |
+2.36 | -4.61 | 0.3 | 0.4 | 0.5 | 0.6 | 0.1 | -0.1 | 0.2 | -0.3 | 0.4 | 0.1 | 0.2 | 0.1 |
| 1911 |
+4.07 | +6.26 | 0.5 | 1.5 | 0.5 | 0.1 | -1.0 | 0.8 | 0.5 | -0.2 | 0.4 | 0.5 | 0.3 | 0.4 |
| 1910 |
+5.46 | +14.16 | -0.1 | 0.5 | 0.1 | 0.5 | 0.3 | 0.7 | 0.6 | 0.7 | 0.9 | 0.5 | 0.5 | 0.3 |
| 1909 |
+1.83 | -7.86 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | -0.1 | -0.8 | -0.3 | 0.6 | -0.6 | 0.1 |
| 1908 |
+10.24 | +6.70 | 0.7 | 1.1 | 2.6 | 2.2 | 0.6 | -0.3 | 0.5 | 0.2 | 0.2 | 0.6 | 0.5 | 0.8 |
| 1907 |
+3.42 | +5.66 | 0.2 | 1.0 | 1.9 | 1.1 | 0.4 | 0.4 | 1.0 | -0.4 | -0.1 | 0.5 | -1.4 | -1.2 |
| 1906 |
+3.39 | -2.04 | 0.5 | -0.3 | 0.5 | 1.3 | -0.8 | -0.2 | 0.4 | 0.8 | 0.7 | 0.1 | 0.2 | 0.2 |
| 1905 |
+1.74 | +1.75 | 0.2 | 0.2 | 1.7 | 0.2 | -0.4 | 0.7 | 0.2 | 0.5 | 1.0 | 0.2 | -0.9 | -1.8 |
| 1904 |
+5.98 | +1.24 | 0.5 | -0.2 | 0.9 | 0.6 | 0.3 | 1.0 | 0.5 | 0.0 | 1.0 | 0.7 | 0.0 | 0.7 |
| 1903 |
+4.76 | +10.85 | 0.5 | 0.8 | 1.4 | -1.0 | 1.2 | -0.2 | -0.3 | 0.5 | 1.1 | 0.6 | -0.2 | 0.4 |
| 1902 |
+2.70 | -4.13 | 0.7 | 0.5 | 0.5 | 0.4 | 0.3 | -2.3 | -2.1 | 0.6 | 4.0 | 1.0 | -0.4 | -0.3 |
| 1901 |
+3.21 | -1.70 | 0.5 | 0.2 | -0.2 | 1.0 | -0.2 | 0.5 | -0.2 | -0.8 | 0.9 | 1.2 | 0.2 | 0.3 |
| 1900 |
+4.68 | +8.66 | 0.1 | 0.5 | 1.1 | -1.5 | 1.0 | 0.1 | -0.3 | -0.7 | 0.9 | 0.2 | 2.0 | 1.2 |
| 1899 |
+0.54 | -13.96 | 0.4 | -1.0 | 0.0 | 0.5 | -0.5 | 0.5 | -0.9 | -0.1 | -0.4 | -0.3 | 0.2 | 2.2 |
| 1898 |
+4.36 | +2.82 | 0.4 | -1.9 | -3.0 | -1.2 | 1.8 | 1.9 | 3.0 | 0.8 | 0.4 | 0.6 | 0.1 | 1.3 |
| 1897 |
+5.17 | +5.16 | 1.7 | 0.2 | 0.4 | 0.3 | -1.2 | 1.2 | 0.8 | -0.6 | -0.1 | 1.1 | 0.6 | 0.6 |
| 1896 |
+5.61 | +7.18 | -3.0 | 0.0 | 1.6 | 1.4 | -0.1 | 0.7 | -1.7 | -1.5 | 3.2 | 1.6 | 2.7 | 0.7 |
| 1895 |
+0.36 | -2.46 | -2.3 | 4.7 | 0.5 | 0.7 | 0.6 | 1.1 | -0.4 | -1.7 | 0.0 | -4.4 | 2.6 | -0.8 |
| 1894 |
+4.81 | +12.30 | -0.9 | 1.2 | 0.7 | 0.4 | -0.1 | 0.8 | 0.1 | 0.4 | 0.8 | 0.0 | 1.0 | 0.3 |
| 1893 |
+7.84 | +16.58 | -0.1 | 0.1 | 1.2 | 0.4 | 0.2 | -1.0 | -0.5 | 1.2 | 1.9 | 0.2 | 2.2 | 1.8 |
| 1892 |
+2.52 | +1.31 | -0.2 | 0.5 | 0.9 | -0.7 | 1.3 | 1.1 | -0.6 | 0.1 | -0.6 | 0.3 | 0.5 | 0.0 |
| 1891 |
+7.13 | +12.55 | -0.4 | 1.0 | 1.3 | 1.3 | 0.9 | 0.9 | -3.0 | 0.7 | 1.7 | -0.1 | 1.0 | 1.6 |
| 1890 |
+3.99 | +2.68 | -0.6 | -1.1 | 0.0 | 0.2 | 0.7 | 0.8 | 0.9 | 1.5 | 1.7 | -0.8 | 0.7 | -0.1 |
| 1889 |
+2.76 | +9.09 | -0.4 | 1.3 | 1.3 | -0.4 | 0.6 | 0.4 | -0.6 | 0.1 | 0.3 | -0.4 | 0.2 | 0.4 |
| 1888 |
+6.03 | +6.05 | 0.5 | 1.4 | -1.0 | 0.1 | 1.6 | 1.1 | 0.1 | 0.7 | 1.1 | -0.6 | 0.2 | 0.7 |
| 1887 |
+4.63 | -1.43 | -0.3 | 1.3 | 0.8 | 0.8 | 0.7 | 0.6 | -0.6 | 0.0 | -0.9 | 0.9 | 1.5 | -0.3 |
| 1886 |
+1.78 | +6.74 | -0.6 | 1.7 | 0.5 | -0.5 | -0.3 | 0.4 | -0.4 | -0.3 | 0.8 | 0.6 | -0.4 | 0.4 |
| 1885 |
+5.13 | +6.42 | -0.6 | 0.7 | 0.6 | -0.2 | 0.5 | 1.0 | 0.3 | 0.6 | 0.6 | 0.4 | 0.3 | 1.0 |
| 1884 |
+5.18 | +17.25 | 0.2 | 0.5 | 0.9 | -0.1 | -1.7 | -0.5 | 0.5 | 0.9 | 1.0 | 0.7 | 1.5 | 1.2 |
| 1883 |
+6.15 | +14.89 | -0.7 | 0.3 | 0.6 | 0.3 | -0.1 | 0.5 | -0.5 | 0.5 | 1.4 | 0.7 | 1.3 | 1.7 |
| 1882 |
+4.62 | +6.60 | 0.0 | 0.3 | 0.9 | 1.3 | 1.0 | -0.3 | -0.5 | 0.5 | 0.2 | -0.6 | 0.4 | 1.3 |
| 1881 |
+3.91 | -2.93 | 0.4 | 0.3 | 0.3 | 0.8 | 1.9 | 0.6 | -1.4 | -0.8 | 0.8 | -0.8 | 0.6 | 1.1 |
| 1880 |
+5.33 | +7.44 | 0.0 | 1.9 | 0.5 | -0.1 | 0.7 | 0.9 | -0.8 | 0.9 | -0.7 | -1.3 | 2.4 | 0.9 |
| 1879 |
+3.25 | -12.93 | -0.7 | 0.4 | -0.4 | 0.8 | 2.3 | -0.6 | -0.7 | -0.2 | 0.8 | 0.1 | 0.9 | 0.7 |
| 1878 |
+6.47 | +23.79 | 0.7 | 0.7 | 0.0 | -0.1 | 2.5 | -0.4 | -0.2 | 0.8 | 0.7 | -0.1 | 0.9 | 0.9 |
| 1877 |
+3.83 | +17.37 | -1.5 | 0.4 | 0.1 | 1.5 | 2.3 | -0.5 | 0.8 | -0.1 | -1.6 | 0.5 | 1.3 | 0.4 |
| 1876 |
+6.44 | +8.31 | -0.5 | 2.1 | 0.8 | 0.8 | 1.1 | 2.0 | -0.9 | -0.8 | -0.7 | 0.3 | 1.4 | 0.9 |
| 1875 |
+4.78 | +10.25 | -1.1 | 1.1 | 0.5 | 1.7 | 1.7 | 1.5 | -3.6 | 0.3 | 0.2 | 0.7 | 0.9 | 1.0 |
| 1874 |
+13.97 | +20.61 | -0.3 | 3.0 | 1.6 | 1.7 | 1.0 | 1.3 | -2.4 | 1.1 | 0.7 | 1.1 | 2.2 | 2.4 |
| 1873 |
+8.44 | +15.21 | -0.9 | 0.9 | 1.6 | 1.5 | 2.1 | 1.8 | -1.8 | 0.5 | -1.6 | -1.6 | 0.4 | 5.5 |
| 1872 |
+5.08 | +2.73 | -2.6 | -0.2 | 0.7 | 2.4 | 2.4 | 1.5 | -1.9 | 0.2 | -1.0 | 1.6 | 0.8 | 1.1 |
| 1871 |
+3.54 | +1.99 | -0.5 | 1.8 | 0.6 | 1.0 | 1.1 | 0.6 | -1.8 | 0.3 | 0.8 | -0.8 | 0.1 | 0.3 |
Portofolio Returns, up to December 2007, 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:
- SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002
- BSV - Vanguard Short-Term Bond: simulated historical serie, up to December 2007
Portfolio efficiency
Compared to the Betterment Robo Advisor 0 Portfolio, no other portfolio in our database granted a higher return over 30 Years and a less severe drawdown at the same time.
Here's a list containing the Best Classic Portfolios, with the highest returns over 30 Years and Low Risk categorization.
Swipe left to see all data
30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
High Yield Bonds Income |
+6.61 | 8.69 | -23.97 | 0 | 100 | 0 | ||
|
Stocks/Bonds 20/80 Momentum |
+6.11 | 4.79 | -17.91 | 20 | 80 | 0 | ||
|
All Country World 20/80 |
+5.79 | 5.53 | -17.97 | 20 | 80 | 0 | ||
|
Stocks/Bonds 20/80 |
+5.58 | 4.74 | -16.57 | 20 | 80 | 0 | ||
|
Dimensional Retirement Income Fund DFA |
+5.50 | 4.76 | -12.91 | 20.4 | 79.6 | 0 | ||
