Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023, 04:00PM Eastern Time
In the last 30 Years, the iShares iBoxx $ High Yield Corporate Bond (HYG) ETF obtained a 5.49% compound annual return, with a 8.72% standard deviation.
In 2022, the ETF granted a 4.59% dividend yield. If you are interested in getting periodic income, please refer to the iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: North America
- Country: U.S.
- Bond - Duration: Intermediate-Term
The iShares iBoxx $ High Yield Corporate Bond (HYG) ETF is part of the following Lazy Portfolios:
Portfolio Name | Author | HYG Weight |
---|---|---|
Edge Select Moderately Conservative | Merrill Lynch | 5.00% |
Edge Select Conservative | Merrill Lynch | 4.00% |
Edge Select Moderate | Merrill Lynch | 4.00% |
Edge Select Moderately Aggressive | Merrill Lynch | 3.00% |
Edge Select Aggressive | Merrill Lynch | 1.00% |
Conservative Income | Charles Schwab | 7.00% |
Family Taxable Portfolio | Ted Aronson | 5.00% |
Gone Fishin' Portfolio | Alexander Green | 10.00% |
Dynamic 40/60 Income | 20.00% | |
Dynamic 60/40 Income | 20.00% | |
Aggressive Global Income | 20.00% | |
High Yield Bonds Income | 25.00% | |
Gretchen Tai Portfolio | Gretchen Tai | 8.00% |
Historical Returns as of Feb 28, 2023
Historical returns and Metrics of iShares iBoxx $ High Yield Corporate Bond (HYG) ETF.
- No fees or capital gain taxes
- the reinvestment of dividends
ETF Returns, up to December 2007, are retrieved using the historical series of equivalent ETFs / Assets.
Metrics as of Feb 28, 2023 | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~44Y) |
|
Portfolio Return (%) |
-2.36 | -0.56 | 2.33 | -6.65 | -0.20 | 1.94 | 2.87 | 5.02 | 5.49 | 7.38 |
US Inflation (%) | 0.56 | 1.05 | 1.58 | 6.04 | 5.16 | 3.86 | 2.63 | 2.51 | 2.51 | 3.43 |
Infl. Adjusted Return (%) |
-2.90 | -1.59 | 0.74 | -11.96 | -5.10 | -1.85 | 0.24 | 2.45 | 2.91 | 3.81 |
Returns / Inflation rates over 1 year are annualized. | ||||||||||
RISK INDICATORS | ||||||||||
Standard Deviation (%) | 13.82 | 11.37 | 9.45 | 7.65 | 9.91 | 8.72 | 8.51 | |||
Sharpe Ratio | -0.63 | -0.08 | 0.08 | 0.29 | 0.39 | 0.38 | 0.40 | |||
Sortino Ratio | -0.93 | -0.10 | 0.11 | 0.38 | 0.55 | 0.53 | 0.56 | |||
MAXIMUM DRAWDOWN | ||||||||||
Drawdown Depth (%) | -12.19 | -15.25 | -15.25 | -15.25 | -30.85 | -30.85 | -30.85 | |||
Start (yyyy mm) | 2022 03 | 2022 01 | 2022 01 | 2022 01 | 2007 06 | 2007 06 | 2007 06 | |||
Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2022 09 | 2008 11 | 2008 11 | 2008 11 | |||
Start to Bottom (# months) | 7 | 9 | 9 | 9 | 18 | 18 | 18 | |||
Start to Recovery (# months) in progress |
> 12
|
> 14
|
> 14
|
> 14
|
30
|
30
|
30
|
|||
ROLLING PERIOD RETURNS - Annualized | ||||||||||
Best Return (%) | 44.82 | 21.42 | 19.83 | 13.36 | 11.01 | 9.18 | ||||
Worst Return (%) | -29.10 | -7.69 | -2.36 | 0.80 | 4.93 | 5.48 | ||||
% Positive Periods | 84% | 97% | 99% | 100% | 100% | 100% | ||||
MONTHS | ||||||||||
Positive | 0 | 1 | 3 | 5 | 18 | 34 | 74 | 158 | 245 | 374 |
Negative | 1 | 2 | 3 | 7 | 18 | 26 | 46 | 82 | 115 | 156 |
% Positive | 0% | 33% | 50% | 42% | 50% | 57% | 62% | 66% | 68% | 71% |
WITHDRAWAL RATES (WR) | ||||||||||
Safe WR (%) | 32.56 | 20.85 | 11.15 | 7.34 | 6.01 | 6.14 | ||||
Perpetual WR (%) | 0.00 | 0.00 | 0.24 | 2.39 | 2.83 | 3.67 |
- Annualized Portfolio Return: it's the annualized geometric mean return of the ETF
- 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 ETF. It's calculated by dividing the excess return of the ETF over the risk-free rate by the ETF 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 ETF. It's a modification of the Sharpe Ratio (same formula but the denominator is the ETF 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).
Correlations as of Feb 28, 2023
Monthly correlations of iShares iBoxx $ High Yield Corporate Bond (HYG) ETF vs the main Asset Classes, over different timeframes.
Correlation measures to what degree the returns of the two assets move in relation to each other.
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.
Columns are sortable (click on table header to sort).
Correlation vs HYG | ||||||
---|---|---|---|---|---|---|
|
||||||
Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
US Total Stock Market VTI |
0.91
|
0.85
|
0.81
|
0.69
|
0.68
|
|
US Large Cap SPY |
0.91
|
0.85
|
0.80
|
0.67
|
0.66
|
|
US Small Cap IJR |
0.91
|
0.82
|
0.74
|
0.66
|
0.65
|
|
US REITs VNQ |
0.80
|
0.79
|
0.68
|
0.68
|
0.68
|
|
US Technology QQQ |
0.86
|
0.76
|
0.70
|
0.52
|
0.51
|
|
Preferred Stocks PFF |
0.81
|
0.86
|
0.79
|
0.65
|
0.65
|
|
EAFE Stocks EFA |
0.89
|
0.82
|
0.79
|
0.67
|
0.66
|
|
World All Countries VT |
0.92
|
0.87
|
0.83
|
0.71
|
0.70
|
|
Emerging Markets EEM |
0.62
|
0.72
|
0.67
|
0.60
|
0.59
|
|
Europe VGK |
0.89
|
0.82
|
0.78
|
0.68
|
0.67
|
|
Pacific VPL |
0.86
|
0.79
|
0.73
|
0.55
|
0.54
|
|
Latin America FLLA |
0.70
|
0.67
|
0.63
|
0.57
|
0.55
|
|
US Total Bond Market BND |
0.80
|
0.60
|
0.55
|
0.38
|
0.39
|
|
Long Term Treasuries TLT |
0.61
|
0.16
|
0.16
|
0.03
|
0.04
|
|
US Cash BIL |
0.05
|
-0.14
|
-0.11
|
-0.03
|
-0.03
|
|
TIPS TIP |
0.88
|
0.67
|
0.61
|
0.39
|
0.39
|
|
Invest. Grade Bonds LQD |
0.86
|
0.78
|
0.73
|
0.63
|
0.63
|
|
International Bonds BNDX |
0.88
|
0.67
|
0.59
|
0.38
|
0.38
|
|
Emerg. Market Bonds EMB |
0.83
|
0.84
|
0.80
|
0.64
|
0.64
|
|
Gold GLD |
0.36
|
0.28
|
0.28
|
0.14
|
0.14
|
|
Commodities DBC |
0.36
|
0.48
|
0.47
|
0.33
|
0.33
|
Capital Growth as of Feb 28, 2023
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 2366.81$, with a net total return of 136.68% (2.91% annualized).
The Inflation Adjusted Capital now would be 5221.80$, with a net total return of 422.18% (3.81% annualized).
Drawdowns
Worst drawdowns since March 1993.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-30.85% | Jun 2007 | Nov 2008 | 18 | Nov 2009 | 12 | 30 |
-15.25% | Jan 2022 | Sep 2022 | 9 | in progress | 5 | 14 |
-11.61% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-9.47% | Jun 2015 | Jan 2016 | 8 | Jul 2016 | 6 | 14 |
-8.09% | Jun 2011 | Sep 2011 | 4 | Dec 2011 | 3 | 7 |
-6.93% | May 2002 | Jul 2002 | 3 | Jan 2003 | 6 | 9 |
-6.83% | Feb 1994 | Apr 1994 | 3 | Feb 1995 | 10 | 13 |
-6.46% | Sep 2000 | Nov 2000 | 3 | Jan 2001 | 2 | 5 |
-6.03% | Mar 2001 | Sep 2001 | 7 | Apr 2002 | 7 | 14 |
-4.68% | May 2010 | May 2010 | 1 | Jul 2010 | 2 | 3 |
-4.41% | Oct 2018 | Dec 2018 | 3 | Jan 2019 | 1 | 4 |
-4.22% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
-3.90% | Aug 1998 | Oct 1998 | 3 | Nov 1998 | 1 | 4 |
-3.22% | May 2012 | May 2012 | 1 | Jun 2012 | 1 | 2 |
-3.21% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
-3.02% | May 1999 | Aug 1999 | 4 | Jul 2000 | 11 | 15 |
-2.91% | Jul 2014 | Dec 2014 | 6 | May 2015 | 5 | 11 |
-2.24% | Apr 2004 | May 2004 | 2 | Jul 2004 | 2 | 4 |
-1.93% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-1.92% | Mar 1997 | Mar 1997 | 1 | May 1997 | 2 | 3 |
Worst drawdowns since January 1979.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-30.85% | Jun 2007 | Nov 2008 | 18 | Nov 2009 | 12 | 30 |
-15.25% | Jan 2022 | Sep 2022 | 9 | in progress | 5 | 14 |
-12.50% | Aug 1990 | Oct 1990 | 3 | Apr 1991 | 6 | 9 |
-11.61% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-9.47% | Jun 2015 | Jan 2016 | 8 | Jul 2016 | 6 | 14 |
-9.27% | Sep 1979 | Mar 1980 | 7 | May 1980 | 2 | 9 |
-8.32% | Apr 1987 | Oct 1987 | 7 | Jan 1988 | 3 | 10 |
-8.09% | Jun 2011 | Sep 2011 | 4 | Dec 2011 | 3 | 7 |
-7.74% | Feb 1984 | May 1984 | 4 | Sep 1984 | 4 | 8 |
-7.30% | Jul 1981 | Sep 1981 | 3 | Nov 1981 | 2 | 5 |
-7.14% | Sep 1989 | Feb 1990 | 6 | Jul 1990 | 5 | 11 |
-6.93% | May 2002 | Jul 2002 | 3 | Jan 2003 | 6 | 9 |
-6.83% | Feb 1994 | Apr 1994 | 3 | Feb 1995 | 10 | 13 |
-6.46% | Sep 2000 | Nov 2000 | 3 | Jan 2001 | 2 | 5 |
-6.03% | Mar 2001 | Sep 2001 | 7 | Apr 2002 | 7 | 14 |
-4.68% | Jul 1980 | Sep 1980 | 3 | Jun 1981 | 9 | 12 |
-4.68% | May 2010 | May 2010 | 1 | Jul 2010 | 2 | 3 |
-4.41% | Oct 2018 | Dec 2018 | 3 | Jan 2019 | 1 | 4 |
-4.35% | Dec 1981 | Jan 1982 | 2 | Apr 1982 | 3 | 5 |
-4.22% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
Rolling Returns ( more details)
iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
7.84 |
44.82 Dec 2008 - Nov 2009 |
-29.10 Dec 2007 - Nov 2008 |
16.18% |
2 Years |
7.89 |
28.82 Mar 2009 - Feb 2011 |
-14.75 Dec 2006 - Nov 2008 |
8.09% |
3 Years |
7.93 |
21.42 Nov 1990 - Oct 1993 |
-7.69 Dec 2005 - Nov 2008 |
3.43% |
5 Years |
7.87 |
19.83 Oct 1981 - Sep 1986 |
-2.36 Dec 2003 - Nov 2008 |
1.06% |
7 Years |
7.80 |
16.51 Oct 1981 - Sep 1988 |
0.42 Dec 2001 - Nov 2008 |
0.00% |
10 Years |
7.66 |
13.36 Oct 1981 - Sep 1991 |
0.80 Dec 1998 - Nov 2008 |
0.00% |
15 Years |
7.49 |
12.86 Oct 1981 - Sep 1996 |
3.43 Dec 1993 - Nov 2008 |
0.00% |
20 Years |
7.34 |
11.01 Apr 1980 - Mar 2000 |
4.93 Apr 2000 - Mar 2020 |
0.00% |
30 Years |
7.52 |
9.18 Nov 1981 - Oct 2011 |
5.48 Oct 1992 - Sep 2022 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: Rolling Returns page.
Seasonality
iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: 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 Gain Frequency |
1.02
40% |
-0.71
20% |
-1.81
40% |
0.56
80% |
0.55
80% |
-0.61
60% |
2.74
100% |
-0.46
60% |
-0.82
40% |
0.29
40% |
1.16
60% |
0.46
60% |
Capital Growth on monthly avg returns | ||||||||||||
100
|
101.02
|
100.31
|
98.49
|
99.05
|
99.59
|
98.98
|
101.69
|
101.22
|
100.39
|
100.69
|
101.85
|
102.32
|
Best |
4.9 2019 |
1.2 2019 |
1.3 2019 |
4.9 2020 |
3.0 2020 |
3.2 2019 |
6.7 2022 |
0.7 2018 |
0.5 2018 |
3.4 2022 |
3.4 2022 |
2.3 2021 |
Worst |
-2.7 2022 |
-2.4 2023 |
-10.0 2020 |
-4.2 2022 |
-1.9 2019 |
-7.0 2022 |
0.1 2021 |
-4.3 2022 |
-3.7 2022 |
-2.0 2018 |
-1.2 2021 |
-2.1 2018 |
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Gain Frequency |
0.56
60% |
0.32
50% |
-0.68
40% |
1.02
90% |
0.29
80% |
-0.41
60% |
1.59
80% |
-0.07
60% |
-0.66
50% |
0.74
60% |
0.23
50% |
0.20
60% |
Capital Growth on monthly avg returns | ||||||||||||
100
|
100.56
|
100.88
|
100.19
|
101.21
|
101.50
|
101.09
|
102.70
|
102.63
|
101.95
|
102.70
|
102.94
|
103.15
|
Best |
4.9 2019 |
2.3 2014 |
2.5 2016 |
4.9 2020 |
3.0 2020 |
3.2 2019 |
6.7 2022 |
2.4 2014 |
1.1 2016 |
3.4 2022 |
3.4 2022 |
2.3 2021 |
Worst |
-2.7 2022 |
-2.4 2023 |
-10.0 2020 |
-4.2 2022 |
-2.6 2013 |
-7.0 2022 |
-2.4 2014 |
-4.3 2022 |
-3.7 2022 |
-2.0 2018 |
-2.5 2015 |
-2.1 2018 |
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Gain Frequency |
1.06
73% |
0.48
69% |
0.14
59% |
1.26
77% |
0.41
68% |
0.46
70% |
1.07
82% |
0.29
68% |
-0.26
59% |
0.39
68% |
0.92
73% |
1.28
80% |
Capital Growth on monthly avg returns | ||||||||||||
100
|
101.06
|
101.54
|
101.68
|
102.97
|
103.39
|
103.87
|
104.98
|
105.28
|
105.01
|
105.42
|
106.39
|
107.74
|
Best |
4.9 2019 |
5.3 1991 |
3.6 1991 |
13.8 2009 |
5.5 1980 |
4.7 2012 |
6.9 2009 |
8.2 1982 |
5.8 2009 |
8.5 2011 |
13.5 1981 |
16.8 2008 |
Worst |
-2.7 2022 |
-9.7 2009 |
-10.0 2020 |
-4.2 2022 |
-4.7 2010 |
-7.0 2022 |
-3.8 2002 |
-5.0 1990 |
-10.7 2008 |
-11.5 2008 |
-7.1 2008 |
-3.6 1981 |
Monthly/Yearly Returns
iShares iBoxx $ High Yield Corporate Bond (HYG) ETF data source starts from January 1979: let's focus on monthly and yearly returns.
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2023 |
+1.22 | -0.14 | 3.7 | -2.4 | ||||||||||
2022 |
-10.99 | -16.39 | -2.7 | -0.9 | -1.3 | -4.2 | 1.6 | -7.0 | 6.7 | -4.3 | -3.7 | 3.4 | 3.4 | -1.8 |
2021 |
+3.75 | -3.07 | -0.4 | -0.2 | 1.2 | 0.6 | 0.0 | 1.3 | 0.1 | 0.6 | -0.4 | -0.3 | -1.2 | 2.3 |
2020 |
+4.48 | +3.07 | -0.5 | -1.3 | -10.0 | 4.9 | 3.0 | -0.6 | 5.1 | 0.0 | -0.9 | 0.4 | 3.4 | 2.0 |
2019 |
+14.09 | +11.54 | 4.9 | 1.2 | 1.3 | 1.0 | -1.9 | 3.2 | 0.2 | 0.7 | 0.4 | 0.0 | 0.6 | 1.9 |
2018 |
-2.03 | -3.86 | 0.0 | -0.9 | -0.2 | 0.5 | 0.1 | 0.1 | 1.7 | 0.7 | 0.5 | -2.0 | -0.4 | -2.1 |
2017 |
+6.07 | +3.88 | 0.9 | 1.5 | -0.1 | 0.8 | 1.0 | 0.1 | 1.0 | 0.1 | 0.6 | 0.1 | -0.4 | 0.2 |
2016 |
+13.41 | +11.11 | -1.6 | 1.5 | 2.5 | 3.1 | 0.2 | 1.8 | 1.3 | 2.0 | 1.1 | -1.0 | 0.0 | 1.8 |
2015 |
-5.03 | -5.71 | 0.7 | 2.2 | -0.9 | 0.9 | 0.4 | -1.9 | -0.5 | -1.5 | -3.0 | 3.2 | -2.5 | -2.0 |
2014 |
+1.90 | +1.13 | 0.4 | 2.3 | -0.1 | 0.4 | 1.2 | 0.6 | -2.4 | 2.4 | -2.0 | 1.1 | -1.1 | -0.8 |
2013 |
+5.75 | +4.19 | 0.3 | 0.9 | 0.9 | 2.1 | -2.6 | -1.7 | 2.9 | -1.3 | 0.8 | 2.5 | 0.5 | 0.4 |
2012 |
+11.66 | +9.75 | 1.5 | 2.1 | -1.0 | 1.1 | -3.2 | 4.7 | 1.0 | 1.2 | 0.5 | 0.8 | 1.1 | 1.4 |
2011 |
+6.77 | +3.70 | 1.7 | 1.4 | 0.0 | 1.6 | 0.1 | -0.6 | 0.4 | -2.7 | -5.3 | 8.5 | -2.4 | 4.5 |
2010 |
+11.89 | +10.24 | -1.8 | 1.9 | 2.1 | 1.9 | -4.7 | 1.1 | 5.1 | -1.0 | 3.6 | 1.8 | -1.3 | 2.8 |
2009 |
+28.57 | +25.17 | -1.0 | -9.7 | 1.9 | 13.8 | 2.9 | 3.3 | 6.9 | -1.7 | 5.8 | -0.5 | 1.7 | 3.7 |
2008 |
-17.58 | -17.66 | -1.8 | -1.9 | 0.9 | 3.4 | -0.5 | -3.7 | 0.6 | -0.9 | -10.7 | -11.5 | -7.1 | 16.8 |
2007 |
+2.04 | -1.96 | 0.6 | 1.5 | 0.1 | 1.2 | 0.6 | -2.3 | -3.3 | 1.8 | 2.8 | 0.5 | -1.9 | 0.5 |
2006 |
+8.24 | +5.55 | 0.9 | 0.7 | 0.0 | 0.3 | -0.4 | -0.4 | 0.8 | 1.4 | 1.2 | 0.9 | 1.6 | 0.9 |
2005 |
+2.77 | -0.62 | -0.2 | 1.2 | -2.7 | -0.5 | 1.9 | 1.2 | 0.9 | 0.3 | -0.6 | -0.5 | 0.9 | 0.9 |
2004 |
+8.52 | +5.09 | 0.9 | 0.3 | 0.8 | -0.7 | -1.6 | 1.3 | 1.1 | 1.9 | 1.2 | 1.7 | 0.3 | 1.1 |
2003 |
+17.20 | +15.04 | 1.6 | 1.3 | 1.4 | 3.6 | 0.3 | 1.9 | -1.6 | 0.8 | 2.1 | 1.5 | 1.1 | 2.1 |
2002 |
+1.73 | -0.63 | 0.7 | -0.8 | 1.3 | 1.5 | -0.4 | -2.9 | -3.8 | 2.0 | -1.4 | 0.2 | 4.4 | 1.1 |
2001 |
+2.90 | +1.33 | 4.8 | 0.7 | -1.3 | -0.1 | 0.8 | -2.8 | 1.2 | 0.9 | -4.8 | 1.6 | 2.8 | -0.7 |
2000 |
-0.88 | -4.12 | -0.8 | 0.1 | -0.9 | 0.7 | -1.2 | 2.5 | 1.2 | 1.6 | -1.4 | -1.8 | -3.5 | 2.7 |
1999 |
+2.49 | -0.19 | 1.6 | -0.6 | 0.8 | 1.3 | -1.5 | -0.6 | 0.1 | -1.0 | 0.0 | 0.1 | 1.7 | 0.7 |
1998 |
+5.62 | +3.94 | 1.9 | 0.5 | 0.7 | 0.3 | 0.6 | 0.6 | 0.8 | -3.9 | 1.6 | -1.6 | 4.2 | 0.0 |
1997 |
+11.91 | +10.03 | 0.7 | 1.4 | -1.9 | 1.1 | 2.6 | 1.2 | 2.4 | -0.1 | 1.6 | 0.4 | 0.7 | 1.3 |
1996 |
+9.55 | +6.02 | 1.2 | 0.1 | -0.9 | -0.2 | 0.4 | 0.2 | 1.0 | 1.4 | 2.0 | 0.8 | 2.0 | 1.1 |
1995 |
+19.15 | +16.20 | 1.4 | 2.9 | 0.9 | 2.4 | 2.5 | 0.5 | 1.5 | 0.5 | 1.2 | 1.4 | 0.9 | 1.6 |
1994 |
-1.71 | -4.27 | 2.2 | -0.9 | -4.4 | -1.6 | 0.1 | 0.8 | 0.9 | 0.9 | -0.1 | 0.1 | -1.0 | 1.5 |
1993 |
+18.24 | +15.08 | 2.8 | 2.2 | 1.5 | 0.9 | 1.3 | 2.3 | 0.9 | 1.1 | 0.4 | 2.6 | 0.0 | 1.0 |
1992 |
+14.24 | +11.02 | 2.4 | 1.7 | 0.7 | 0.6 | 1.5 | 1.2 | 2.2 | 1.2 | 1.2 | -2.5 | 1.9 | 1.3 |
1991 |
+29.01 | +25.17 | 0.6 | 5.3 | 3.6 | 3.1 | 0.5 | 1.8 | 2.4 | 1.7 | 1.8 | 2.3 | 1.0 | 1.6 |
1990 |
-5.85 | -11.26 | -2.1 | -1.8 | 1.6 | 0.2 | 2.4 | 1.6 | 1.9 | -5.0 | -6.1 | -2.0 | 2.3 | 1.3 |
1989 |
+1.89 | -2.63 | 1.6 | 0.5 | -0.5 | -0.4 | 1.8 | 1.7 | 0.3 | 0.3 | -1.3 | -1.9 | 0.3 | -0.5 |
1988 |
+13.56 | +8.75 | 3.5 | 3.0 | -0.4 | 0.6 | -0.1 | 2.0 | 1.0 | 0.2 | 0.9 | 1.0 | 0.3 | 0.8 |
1987 |
+2.65 | -1.71 | 3.7 | 1.9 | 0.7 | -2.9 | -1.0 | 1.7 | 0.3 | 0.6 | -3.7 | -3.5 | 3.1 | 2.1 |
1986 |
+16.86 | +15.59 | 0.9 | 4.0 | 2.0 | 1.4 | 0.9 | 1.2 | 0.1 | 1.7 | 0.2 | 2.5 | 0.4 | 0.4 |
1985 |
+21.99 | +17.53 | 3.5 | 0.1 | 0.5 | 1.4 | 4.1 | 1.7 | 0.3 | 1.3 | 0.9 | 0.5 | 2.6 | 3.2 |
1984 |
+7.74 | +3.65 | 2.4 | -1.3 | -1.0 | -1.8 | -3.9 | 1.1 | 3.2 | 1.3 | 2.7 | 3.7 | 1.0 | 0.3 |
1983 |
+15.87 | +11.64 | 3.6 | 2.7 | 2.3 | 3.5 | -1.3 | -0.7 | -0.7 | 1.2 | 2.4 | 1.5 | 0.6 | -0.1 |
1982 |
+27.09 | +22.41 | -0.8 | 1.2 | 1.6 | 2.5 | 2.7 | -2.0 | 3.5 | 8.2 | 1.7 | 2.6 | 2.8 | 0.6 |
1981 |
+9.29 | +0.34 | 0.5 | -0.6 | 2.5 | -1.5 | 1.3 | 2.2 | -1.4 | -2.2 | -3.9 | 3.2 | 13.5 | -3.6 |
1980 |
+3.16 | -8.31 | -0.5 | -3.8 | -1.6 | 5.8 | 5.5 | 1.5 | -1.4 | -2.7 | -0.7 | 1.1 | 0.1 | 0.1 |
1979 |
+5.57 | -6.81 | 3.3 | 0.5 | 1.2 | 0.8 | 0.2 | 1.0 | 1.1 | 1.0 | -1.0 | -5.8 | 1.9 | 1.4 |
ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.