In the last 30 Years, the DFA US Core Equity 1 (DFEOX) Fund obtained a 9.92% compound annual return, with a 15.56% standard deviation.
In 2021, the Fund granted a 4.56% dividend yield. If you are interested in getting periodic income, please refer to the DFA US Core Equity 1 (DFEOX) Fund: Dividend Yield page.
The DFA US Core Equity 1 (DFEOX) Fund is part of the following Lazy Portfolios:
Portfolio Name | Author | DFEOX Weight |
---|---|---|
Dimensional Retirement Income Fund | DFA | 6.4% |
Historical Returns as of Jul 31, 2022
Historical returns and stats of DFA US Core Equity 1 (DFEOX) Fund. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jul 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jul 2022
|
9.11
|
9.12
|
0.00
|
1 - 0
|
|
3M
|
0.54
|
-1.89
|
-8.82
Jun 2022 - Jun 2022
|
2 - 1
|
|
6M
|
-6.46
|
-11.23
|
-15.06
Apr 2022 - Jun 2022
|
3 - 3
|
|
YTD
|
-11.28
|
-16.51
|
-18.69
Jan 2022 - Jun 2022
|
3 - 4
|
|
1Y
|
-4.41
|
-11.91
|
18.52
|
-18.69
Jan 2022 - Jun 2022
|
6 - 6
50% pos
|
3Y(*)
|
12.67
|
7.39
|
20.15
|
-24.35
Jan 2020 - Mar 2020
|
23 - 13
64% pos
|
5Y(*)
|
11.75
|
7.56
|
18.43
|
-24.35
Jan 2020 - Mar 2020
|
40 - 20
67% pos
|
10Y(*)
|
13.37
|
10.49
|
14.89
|
-24.35
Jan 2020 - Mar 2020
|
84 - 36
70% pos
|
15Y(*)
|
9.19
|
6.65
|
17.18
|
-51.40
Nov 2007 - Feb 2009
|
120 - 60
67% pos
|
20Y(*)
|
10.11
|
7.41
|
15.88
|
-51.66
Jun 2007 - Feb 2009
|
162 - 78
68% pos
|
25Y(*)
|
8.09
|
5.48
|
16.44
|
-51.66
Jun 2007 - Feb 2009
|
193 - 107
64% pos
|
30Y(*)
|
9.92
|
7.22
|
15.56
|
-51.66
Jun 2007 - Feb 2009
|
238 - 122
66% pos
|
MAX(*)
01 Jan 1972
|
10.47
|
6.24
|
15.93
|
-51.66
Jun 2007 - Feb 2009
|
380 - 227
63% pos
|
US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60% , 30Y: 2.52%
ETF Returns, up to December 2005, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Correlations as of Jul 31, 2022
Monthly correlations of DFA US Core Equity 1 (DFEOX) Fund vs the main Asset Classes, over different timeframes.
Columns are sortable (click on table header to sort).
Correlation vs DFEOX | ||||||
---|---|---|---|---|---|---|
|
||||||
Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
US Total Stock Market VTI |
0.99
|
0.99
|
0.99
|
1.00
|
1.00
|
|
US Large Cap SPY |
0.99
|
0.99
|
0.98
|
0.98
|
0.98
|
|
US Small Cap IJR |
0.96
|
0.94
|
0.93
|
0.90
|
0.90
|
|
US REITs VNQ |
0.88
|
0.80
|
0.66
|
0.61
|
0.61
|
|
US Technology QQQ |
0.94
|
0.89
|
0.87
|
0.83
|
0.83
|
|
Preferred Stocks PFF |
0.93
|
0.82
|
0.72
|
0.46
|
0.46
|
|
EAFE Stocks EFA |
0.95
|
0.92
|
0.86
|
0.81
|
0.80
|
|
World All Countries VT |
0.99
|
0.98
|
0.96
|
0.94
|
0.94
|
|
Emerging Markets EEM |
0.70
|
0.75
|
0.67
|
0.73
|
0.72
|
|
Europe VGK |
0.93
|
0.90
|
0.84
|
0.83
|
0.83
|
|
Pacific VPL |
0.90
|
0.89
|
0.79
|
0.67
|
0.66
|
|
Latin America FLLA |
0.55
|
0.60
|
0.55
|
0.66
|
0.66
|
|
US Total Bond Market BND |
0.71
|
0.28
|
0.17
|
0.07
|
0.07
|
|
Long Term Treasuries TLT |
0.56
|
-0.18
|
-0.22
|
-0.22
|
-0.22
|
|
US Cash BIL |
-0.09
|
-0.26
|
-0.19
|
-0.03
|
-0.04
|
|
TIPS TIP |
0.78
|
0.44
|
0.28
|
0.14
|
0.14
|
|
Investment Grade Bonds LQD |
0.82
|
0.55
|
0.43
|
0.26
|
0.26
|
|
High Yield Bonds HYG |
0.87
|
0.83
|
0.78
|
0.68
|
0.68
|
|
International Bond Market BNDX |
0.66
|
0.30
|
0.22
|
0.09
|
0.09
|
|
Emerging Market Bonds EMB |
0.91
|
0.69
|
0.57
|
0.55
|
0.55
|
|
Gold GLD |
0.25
|
0.10
|
0.02
|
0.03
|
0.03
|
|
Commodities DBC |
0.11
|
0.55
|
0.46
|
0.34
|
0.34
|
Capital Growth as of Jul 31, 2022
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the DFA US Core Equity 1 (DFEOX) Fund: Dividend Yield page.
The Inflation Adjusted Capital now would be 8104.33$, with a net total return of 710.43% (7.22% annualized).
The Inflation Adjusted Capital now would be 21350.10$, with a net total return of 2035.01% (6.24% annualized).
Drawdowns
Worst drawdowns since August 1992.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-51.66% | Jun 2007 | Feb 2009 | 21 | Apr 2011 | 26 | 47 |
-43.94% | Sep 2000 | Sep 2002 | 25 | Mar 2006 | 42 | 67 |
-24.35% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
-20.18% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
-18.69% | Jan 2022 | Jun 2022 | 6 | in progress | 1 | 7 |
-17.57% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-16.13% | Sep 2018 | Dec 2018 | 4 | Jul 2019 | 7 | 11 |
-10.60% | Jun 2015 | Jan 2016 | 8 | Jul 2016 | 6 | 14 |
-8.44% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
-7.51% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
-7.43% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-6.42% | Jul 1999 | Sep 1999 | 3 | Nov 1999 | 2 | 5 |
-6.17% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
-5.32% | Feb 2018 | Mar 2018 | 2 | Jul 2018 | 4 | 6 |
-4.83% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
-4.56% | Feb 1997 | Mar 1997 | 2 | May 1997 | 2 | 4 |
-4.46% | May 2006 | Jul 2006 | 3 | Oct 2006 | 3 | 6 |
-4.18% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
-4.16% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.73% | Feb 1999 | Feb 1999 | 1 | Mar 1999 | 1 | 2 |
Worst drawdowns since January 1972.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-51.66% | Jun 2007 | Feb 2009 | 21 | Apr 2011 | 26 | 47 |
-45.86% | Jan 1973 | Sep 1974 | 21 | Dec 1976 | 27 | 48 |
-43.94% | Sep 2000 | Sep 2002 | 25 | Mar 2006 | 42 | 67 |
-29.34% | Sep 1987 | Nov 1987 | 3 | May 1989 | 18 | 21 |
-24.35% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
-20.18% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
-18.69% | Jan 2022 | Jun 2022 | 6 | in progress | 1 | 7 |
-17.85% | Dec 1980 | Jul 1982 | 20 | Oct 1982 | 3 | 23 |
-17.57% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-16.20% | Jun 1990 | Oct 1990 | 5 | Feb 1991 | 4 | 9 |
-16.13% | Sep 2018 | Dec 2018 | 4 | Jul 2019 | 7 | 11 |
-11.98% | Mar 1980 | Mar 1980 | 1 | Jun 1980 | 3 | 4 |
-11.64% | Sep 1978 | Oct 1978 | 2 | Mar 1979 | 5 | 7 |
-10.97% | Jul 1983 | May 1984 | 11 | Jan 1985 | 8 | 19 |
-10.60% | Jun 2015 | Jan 2016 | 8 | Jul 2016 | 6 | 14 |
-9.64% | Jan 1977 | Feb 1978 | 14 | Apr 1978 | 2 | 16 |
-8.44% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
-7.92% | Sep 1986 | Sep 1986 | 1 | Jan 1987 | 4 | 5 |
-7.51% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
-7.43% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
Rolling Returns ( more details)
DFA US Core Equity 1 (DFEOX) Fund: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
12.04 |
67.94 Apr 2020 - Mar 2021 |
-43.64 Mar 2008 - Feb 2009 |
22.65% |
2 Years |
11.36 |
42.71 Mar 2009 - Feb 2011 |
-27.48 Mar 2007 - Feb 2009 |
13.53% |
3 Years |
11.24 |
30.70 Apr 1995 - Mar 1998 |
-16.22 Apr 2000 - Mar 2003 |
12.24% |
5 Years |
11.28 |
27.25 Aug 1982 - Jul 1987 |
-6.71 Mar 2004 - Feb 2009 |
7.66% |
7 Years |
11.26 |
21.23 Aug 1982 - Jul 1989 |
-3.40 Mar 2002 - Feb 2009 |
1.15% |
10 Years |
11.24 |
18.89 Oct 1990 - Sep 2000 |
-2.77 Mar 1999 - Feb 2009 |
3.07% |
15 Years |
10.96 |
18.21 Aug 1982 - Jul 1997 |
4.40 Sep 2000 - Aug 2015 |
0.00% |
20 Years |
10.93 |
17.30 Apr 1980 - Mar 2000 |
4.59 Apr 2000 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the DFA US Core Equity 1 (DFEOX) Fund: Rolling Returns page.
Seasonality
DFA US Core Equity 1 (DFEOX) Fund: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
1.36 59% |
0.62 63% |
1.00 67% |
1.63 69% |
1.01 67% |
0.54 57% |
0.84 51% |
0.41 58% |
-0.57 50% |
0.83 60% |
1.96 74% |
1.64 78% |
Best Year |
14.1 1975 |
7.3 1998 |
9.2 2009 |
13.6 2020 |
8.8 1990 |
7.6 2019 |
9.1 2022 |
11.9 1982 |
10.2 2010 |
16.9 1974 |
12.6 2020 |
10.6 1991 |
Worst Year |
-9.0 2009 |
-10.7 2009 |
-15.7 2020 |
-7.8 2022 |
-7.9 2010 |
-8.8 2022 |
-8.3 2002 |
-15.7 1998 |
-11.1 1974 |
-22.3 1987 |
-12.1 1973 |
-10.1 2018 |
Monthly/Yearly Returns
DFA US Core Equity 1 (DFEOX) Fund monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-11.28 | -16.51 | -5.2 | -1.6 | 2.6 | -7.8 | 1.1 | -8.8 | 9.1 | |||||
2021 |
+27.54 | +19.16 | -0.2 | 4.6 | 4.5 | 4.6 | 1.1 | 1.2 | 1.4 | 2.5 | -4.2 | 6.0 | -1.3 | 4.8 |
2020 |
+16.42 | +14.85 | -1.5 | -8.9 | -15.7 | 13.6 | 5.3 | 2.1 | 5.2 | 6.7 | -3.6 | -1.3 | 12.6 | 4.8 |
2019 |
+30.18 | +27.27 | 9.0 | 3.8 | 0.6 | 4.3 | -7.4 | 7.6 | 1.4 | -3.0 | 2.5 | 2.1 | 3.8 | 3.1 |
2018 |
-7.79 | -9.52 | 5.0 | -3.7 | -1.7 | 0.2 | 3.0 | 0.4 | 3.2 | 3.4 | -0.2 | -8.0 | 1.7 | -10.1 |
2017 |
+20.89 | +18.40 | 1.8 | 3.3 | 0.1 | 0.9 | 0.5 | 1.1 | 1.7 | -0.2 | 3.3 | 2.2 | 3.4 | 1.2 |
2016 |
+14.80 | +12.46 | -5.9 | 0.6 | 7.2 | 0.7 | 1.5 | -0.3 | 4.1 | 0.6 | 0.2 | -2.2 | 6.1 | 1.9 |
2015 |
-1.35 | -2.06 | -3.1 | 6.2 | -0.7 | 0.3 | 1.3 | -1.5 | 0.7 | -5.6 | -3.3 | 7.4 | 0.7 | -3.0 |
2014 |
+10.52 | +9.69 | -3.4 | 4.8 | 0.8 | -0.2 | 2.0 | 2.9 | -2.6 | 4.3 | -2.7 | 2.5 | 2.1 | 0.1 |
2013 |
+36.60 | +34.58 | 6.1 | 1.2 | 4.1 | 1.1 | 3.3 | -1.0 | 5.8 | -2.8 | 4.1 | 4.1 | 3.2 | 2.8 |
2012 |
+16.91 | +14.91 | 5.4 | 4.3 | 2.7 | -1.0 | -6.6 | 3.7 | 0.7 | 2.9 | 2.8 | -1.4 | 1.1 | 1.7 |
2011 |
-0.64 | -3.49 | 2.0 | 4.0 | 1.1 | 2.7 | -1.4 | -1.8 | -2.8 | -7.0 | -8.8 | 12.5 | -0.2 | 0.6 |
2010 |
+20.11 | +18.34 | -3.2 | 3.9 | 6.6 | 3.1 | -7.9 | -6.4 | 7.2 | -5.4 | 10.2 | 3.9 | 1.3 | 7.3 |
2009 |
+29.84 | +26.40 | -9.0 | -10.7 | 9.2 | 12.1 | 4.7 | 0.5 | 8.5 | 3.7 | 4.7 | -3.5 | 5.0 | 4.0 |
2008 |
-36.53 | -36.58 | -5.7 | -3.0 | -0.7 | 5.0 | 2.6 | -8.6 | 0.0 | 2.2 | -9.3 | -18.6 | -8.5 | 2.6 |
2007 |
+2.79 | -1.24 | 1.9 | -1.1 | 1.0 | 3.7 | 3.8 | -1.6 | -4.2 | 1.0 | 2.9 | 1.5 | -5.2 | -0.6 |
2006 |
+15.69 | +12.83 | 4.0 | 0.2 | 2.2 | 1.2 | -3.5 | 0.0 | -1.0 | 2.4 | 2.1 | 3.7 | 2.4 | 1.2 |
2005 |
+6.31 | +2.80 | -2.5 | 2.1 | -1.9 | -2.2 | 3.9 | 0.8 | 4.4 | -1.1 | 0.8 | -2.3 | 4.6 | 0.0 |
2004 |
+12.79 | +9.23 | 2.6 | 1.4 | -1.0 | -2.2 | 1.5 | 2.0 | -3.6 | 0.1 | 1.7 | 1.8 | 4.7 | 3.4 |
2003 |
+30.75 | +28.34 | -2.8 | -1.5 | 0.8 | 8.6 | 5.8 | 1.6 | 2.3 | 2.4 | -1.1 | 6.1 | 1.5 | 4.0 |
2002 |
-20.47 | -22.32 | -0.9 | -1.8 | 3.7 | -4.5 | -1.4 | -6.9 | -8.3 | 0.8 | -10.1 | 7.5 | 6.0 | -5.1 |
2001 |
-10.97 | -12.33 | 3.8 | -9.4 | -6.7 | 8.2 | 1.0 | -1.6 | -1.7 | -6.0 | -9.0 | 2.5 | 7.6 | 1.8 |
2000 |
-10.57 | -13.50 | -4.2 | 2.5 | 5.7 | -5.2 | -3.4 | 4.4 | -2.0 | 7.3 | -4.7 | -2.0 | -9.9 | 1.8 |
1999 |
+23.81 | +20.58 | 3.6 | -3.7 | 3.9 | 4.7 | -2.0 | 5.2 | -3.2 | -0.9 | -2.4 | 6.3 | 3.4 | 7.6 |
1998 |
+23.26 | +21.31 | 0.4 | 7.3 | 5.1 | 1.1 | -2.7 | 3.5 | -2.3 | -15.7 | 6.7 | 7.5 | 6.2 | 6.5 |
1997 |
+30.99 | +28.80 | 5.5 | -0.1 | -4.5 | 4.5 | 7.1 | 4.4 | 7.8 | -3.7 | 5.8 | -3.4 | 3.3 | 1.7 |
1996 |
+20.96 | +17.07 | 2.7 | 1.6 | 1.1 | 2.4 | 2.7 | -0.8 | -5.4 | 3.1 | 5.4 | 1.4 | 6.8 | -1.3 |
1995 |
+35.79 | +32.42 | 2.2 | 4.0 | 2.7 | 2.5 | 3.5 | 3.0 | 4.0 | 1.1 | 3.6 | -1.2 | 4.2 | 1.5 |
1994 |
-0.17 | -2.77 | 3.1 | -2.2 | -4.4 | 0.9 | 1.0 | -2.7 | 3.1 | 4.4 | -1.8 | 1.6 | -3.7 | 1.2 |
1993 |
+10.62 | +7.67 | 1.0 | 0.5 | 2.5 | -2.8 | 3.0 | 0.5 | -0.3 | 3.9 | 0.0 | 1.6 | -1.6 | 1.9 |
1992 |
+9.11 | +6.03 | 0.0 | 1.3 | -2.4 | 1.4 | 0.5 | -1.8 | 3.9 | -2.1 | 1.1 | 1.2 | 4.2 | 1.8 |
1991 |
+32.39 | +28.46 | 5.0 | 6.9 | 2.9 | 0.4 | 4.0 | -4.5 | 4.8 | 2.7 | -1.2 | 1.7 | -3.8 | 10.6 |
1990 |
-6.08 | -11.48 | -7.0 | 1.6 | 2.5 | -2.8 | 8.8 | -0.5 | -1.1 | -9.0 | -5.2 | -1.2 | 6.4 | 3.0 |
1989 |
+28.12 | +22.43 | 6.6 | -1.8 | 2.1 | 4.8 | 3.9 | -0.2 | 7.6 | 2.3 | -0.2 | -2.8 | 1.6 | 1.8 |
1988 |
+17.32 | +12.35 | 4.4 | 5.2 | -1.4 | 1.1 | -0.1 | 4.9 | -0.6 | -2.8 | 3.7 | 1.6 | -1.6 | 2.0 |
1987 |
+2.61 | -1.74 | 12.9 | 4.8 | 2.3 | -1.5 | 0.5 | 4.2 | 4.6 | 3.8 | -2.1 | -22.3 | -7.2 | 7.3 |
1986 |
+14.57 | +13.33 | 0.8 | 7.1 | 5.8 | -0.8 | 4.9 | 1.3 | -5.9 | 6.4 | -7.9 | 4.7 | 1.4 | -2.9 |
1985 |
+31.27 | +26.47 | 9.1 | 1.8 | -0.4 | -0.2 | 5.5 | 1.7 | 0.0 | -0.7 | -4.1 | 4.4 | 6.8 | 4.2 |
1984 |
+2.19 | -1.70 | -1.4 | -4.0 | 1.2 | 0.3 | -5.3 | 2.3 | -2.1 | 11.1 | 0.0 | 0.0 | -1.3 | 2.3 |
1983 |
+22.66 | +18.18 | 4.1 | 3.0 | 3.5 | 7.4 | 1.3 | 3.8 | -3.2 | 0.3 | 1.7 | -2.8 | 3.0 | -1.0 |
1982 |
+20.50 | +16.05 | -2.7 | -5.1 | -1.0 | 4.4 | -2.8 | -2.4 | -2.0 | 11.9 | 1.7 | 11.8 | 5.1 | 1.5 |
1981 |
-4.15 | -12.00 | -4.1 | 1.6 | 4.6 | -1.2 | 1.3 | -1.0 | -0.3 | -5.6 | -6.4 | 5.9 | 4.6 | -2.8 |
1980 |
+33.15 | +18.34 | 6.5 | 0.2 | -12.0 | 5.2 | 6.0 | 3.7 | 6.9 | 2.3 | 2.9 | 2.1 | 10.6 | -3.5 |
1979 |
+24.25 | +9.67 | 4.9 | -2.7 | 6.6 | 0.8 | -1.4 | 4.6 | 1.5 | 6.5 | 0.2 | -7.2 | 6.4 | 2.8 |
1978 |
+8.45 | -0.52 | -5.6 | -1.0 | 3.4 | 8.3 | 2.3 | -1.1 | 5.7 | 4.2 | -0.7 | -11.0 | 3.5 | 1.7 |
1977 |
-3.36 | -9.43 | -3.7 | -1.6 | -0.9 | 0.5 | -1.1 | 5.2 | -1.3 | -1.4 | 0.1 | -4.0 | 4.5 | 0.8 |
1976 |
+26.47 | +20.60 | 12.6 | 0.6 | 2.7 | -1.0 | -0.9 | 4.5 | -0.7 | -0.2 | 2.5 | -2.1 | 0.4 | 6.1 |
1975 |
+37.82 | +28.88 | 14.1 | 5.9 | 3.1 | 4.8 | 5.6 | 5.2 | -6.1 | -2.3 | -3.8 | 5.7 | 3.1 | -1.1 |
1974 |
-27.81 | -35.74 | 0.2 | 0.3 | -2.3 | -4.6 | -4.1 | -2.2 | -7.1 | -8.7 | -11.1 | 16.9 | -4.1 | -2.7 |
1973 |
-18.18 | -24.74 | -2.7 | -4.4 | -0.7 | -5.1 | -2.3 | -0.8 | 5.7 | -2.9 | 5.3 | 0.0 | -12.1 | 1.3 |
1972 |
+17.62 | +13.75 | 2.8 | 3.2 | 0.9 | 0.6 | 1.7 | -2.1 | -0.4 | 3.6 | -0.7 | 0.9 | 5.0 | 1.1 |
ETF Returns, up to December 2005, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.