Data Source: from January 1985 to February 2023 (~38 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
ETF: iShares MBS (MBB)
ETF • LIVE PERFORMANCE (USD currency)
0.83%
1 Day
Mar 20 2023, 04:00PM Eastern Time
1.66%
Current Month
March 2023
In the last 30 Years, the iShares MBS (MBB) ETF obtained a 3.97% compound annual return, with a 3.30% standard deviation.
In 2022, the ETF granted a 2.01% dividend yield. If you are interested in getting periodic income, please refer to the iShares MBS (MBB) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: North America
- Country: U.S.
- Bond - Duration: Long-Term
The iShares MBS (MBB) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | MBB Weight |
|---|---|---|
| Edge Select Moderately Conservative | Merrill Lynch | 15.00% |
| Edge Select Conservative | Merrill Lynch | 12.00% |
| Edge Select Moderate | Merrill Lynch | 11.00% |
| Edge Select Moderately Aggressive | Merrill Lynch | 7.00% |
| Edge Select Aggressive | Merrill Lynch | 3.00% |
Historical Returns as of Feb 28, 2023
Historical returns and Metrics of iShares MBS (MBB) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to December 2007, are retrieved using the historical series of equivalent ETFs / Assets.
- 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.
ISHARES MBS (MBB) ETF
Portfolio Metrics
Data Source: 1 January 1985 - 28 February 2023 (~38 years)
Swipe left to see all data
| Metrics as of Feb 28, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~38Y) |
|
| Portfolio Return (%) |
-2.99 | -0.55 | -2.71 | -9.19 | -3.67 | -0.20 | 0.61 | 2.28 | 3.97 | 5.30 |
| US Inflation (%) | 0.56 | 1.05 | 1.58 | 6.04 | 5.16 | 3.86 | 2.63 | 2.51 | 2.51 | 2.79 |
| Infl. Adjusted Return (%) |
-3.53 | -1.59 | -4.22 | -14.36 | -8.40 | -3.91 | -1.96 | -0.23 | 1.42 | 2.44 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 10.23 | 6.21 | 5.14 | 4.04 | 3.48 | 3.30 | 3.53 | |||
| Sharpe Ratio | -1.10 | -0.70 | -0.27 | -0.01 | 0.33 | 0.54 | 0.37 | |||
| Sortino Ratio | -1.72 | -0.97 | -0.35 | -0.02 | 0.45 | 0.73 | 0.51 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -12.42 | -15.99 | -15.99 | -15.99 | -15.99 | -15.99 | -15.99 | |||
| Start (yyyy mm) | 2022 03 | 2021 02 | 2021 02 | 2021 02 | 2021 02 | 2021 02 | 2021 02 | |||
| Bottom (yyyy mm) | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | |||
| Start to Bottom (# months) | 8 | 21 | 21 | 21 | 21 | 21 | 21 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 25
|
> 25
|
> 25
|
> 25
|
> 25
|
> 25
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 20.49 | 12.52 | 10.86 | 9.33 | 8.27 | 6.71 | ||||
| Worst Return (%) | -14.96 | -4.26 | -1.26 | 0.23 | 2.20 | 3.96 | ||||
| % Positive Periods | 89% | 97% | 98% | 100% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 1 | 2 | 4 | 15 | 33 | 69 | 155 | 246 | 320 |
| Negative | 1 | 2 | 4 | 8 | 21 | 27 | 51 | 85 | 114 | 138 |
| % Positive | 0% | 33% | 33% | 33% | 42% | 55% | 58% | 65% | 68% | 70% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 30.18 | 19.94 | 10.08 | 5.64 | 5.33 | 5.92 | ||||
| Perpetual WR (%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.40 | 2.38 | ||||
- 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 MBS (MBB) 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.
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.
Columns are sortable (click on table header to sort).
ISHARES MBS (MBB) ETF
Monthly correlations as of 28 February 2023
Swipe left to see all data
| Correlation vs MBB | ||||||
|---|---|---|---|---|---|---|
|
|
||||||
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
US Total Stock Market VTI |
0.73
|
0.36
|
0.27
|
0.10
|
0.10
|
|
|
US Large Cap SPY |
0.73
|
0.37
|
0.28
|
0.12
|
0.12
|
|
|
US Small Cap IJR |
0.70
|
0.26
|
0.15
|
0.02
|
0.02
|
|
|
US REITs VNQ |
0.75
|
0.43
|
0.45
|
0.20
|
0.20
|
|
|
US Technology QQQ |
0.74
|
0.46
|
0.36
|
0.06
|
0.06
|
|
|
Preferred Stocks PFF |
0.87
|
0.55
|
0.55
|
0.24
|
0.24
|
|
|
EAFE Stocks EFA |
0.87
|
0.44
|
0.36
|
0.11
|
0.12
|
|
|
World All Countries VT |
0.82
|
0.40
|
0.32
|
0.10
|
0.11
|
|
|
Emerging Markets EEM |
0.86
|
0.45
|
0.36
|
0.10
|
0.10
|
|
|
Europe VGK |
0.83
|
0.40
|
0.33
|
0.11
|
0.13
|
|
|
Pacific VPL |
0.91
|
0.49
|
0.39
|
0.12
|
0.12
|
|
|
Latin America FLLA |
0.40
|
0.06
|
0.08
|
0.02
|
0.02
|
|
|
US Total Bond Market BND |
0.99
|
0.90
|
0.89
|
0.88
|
0.87
|
|
|
Long Term Treasuries TLT |
0.92
|
0.74
|
0.74
|
0.70
|
0.70
|
|
|
US Cash BIL |
0.12
|
0.12
|
0.05
|
0.19
|
0.19
|
|
|
TIPS TIP |
0.85
|
0.76
|
0.75
|
0.69
|
0.69
|
|
|
Invest. Grade Bonds LQD |
0.98
|
0.79
|
0.78
|
0.68
|
0.68
|
|
|
High Yield Bonds HYG |
0.80
|
0.50
|
0.46
|
0.26
|
0.27
|
|
|
International Bonds BNDX |
0.90
|
0.78
|
0.77
|
0.53
|
0.53
|
|
|
Emerg. Market Bonds EMB |
0.90
|
0.55
|
0.57
|
0.42
|
0.42
|
|
|
Gold GLD |
0.63
|
0.37
|
0.32
|
0.25
|
0.25
|
|
|
Commodities DBC |
0.17
|
-0.08
|
-0.12
|
-0.02
|
-0.02
|
|
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 MBS (MBB) ETF: Dividend Yield page.
An investment of 1000$, since March 1993,
now would be worth 3211.94$, with a total return of 221.19% (3.97% annualized).
The Inflation Adjusted Capital now would be 1527.82$, with a net total return of 52.78% (1.42% annualized).
The Inflation Adjusted Capital now would be 1527.82$, with a net total return of 52.78% (1.42% annualized).
An investment of 1000$, since January 1985,
now would be worth 7168.17$, with a total return of 616.82% (5.30% annualized).
The Inflation Adjusted Capital now would be 2509.00$, with a net total return of 150.90% (2.44% annualized).
The Inflation Adjusted Capital now would be 2509.00$, with a net total return of 150.90% (2.44% annualized).
Readings that may interest you
Drawdowns
Worst drawdowns since March 1993.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -15.99% | Feb 2021 | Oct 2022 | 21 | in progress | 4 | 25 |
| -3.50% | May 2013 | Aug 2013 | 4 | May 2014 | 9 | 13 |
| -2.27% | Oct 2016 | Dec 2016 | 3 | Aug 2017 | 8 | 11 |
| -2.23% | May 2007 | Aug 2007 | 4 | Mar 2008 | 7 | 11 |
| -2.09% | Sep 2017 | Apr 2018 | 8 | Dec 2018 | 8 | 16 |
| -2.09% | Feb 1994 | Apr 1994 | 3 | Jul 1994 | 3 | 6 |
| -1.80% | Jul 2003 | Jul 2003 | 1 | Sep 2003 | 2 | 3 |
| -1.80% | Apr 2004 | May 2004 | 2 | Aug 2004 | 3 | 5 |
| -1.74% | Oct 2008 | Oct 2008 | 1 | Nov 2008 | 1 | 2 |
| -1.59% | Feb 1996 | May 1996 | 4 | Jul 1996 | 2 | 6 |
| -1.57% | Dec 2009 | Dec 2009 | 1 | Mar 2010 | 3 | 4 |
| -1.30% | May 1999 | Aug 1999 | 4 | Sep 1999 | 1 | 5 |
| -1.26% | Nov 2001 | Dec 2001 | 2 | Feb 2002 | 2 | 4 |
| -1.24% | Sep 2005 | Oct 2005 | 2 | Jan 2006 | 3 | 5 |
| -1.21% | May 2015 | Jun 2015 | 2 | Sep 2015 | 3 | 5 |
| -1.09% | Mar 2006 | May 2006 | 3 | Jul 2006 | 2 | 5 |
| -1.08% | Sep 1994 | Sep 1994 | 1 | Jan 1995 | 4 | 5 |
| -0.94% | Mar 1997 | Mar 1997 | 1 | Apr 1997 | 1 | 2 |
| -0.87% | May 2008 | Jun 2008 | 2 | Aug 2008 | 2 | 4 |
| -0.85% | Oct 1998 | Oct 1998 | 1 | Dec 1998 | 2 | 3 |
Worst drawdowns since January 1985.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -15.99% | Feb 2021 | Oct 2022 | 21 | in progress | 4 | 25 |
| -4.23% | Mar 1987 | Sep 1987 | 7 | Dec 1987 | 3 | 10 |
| -3.50% | May 2013 | Aug 2013 | 4 | May 2014 | 9 | 13 |
| -2.27% | Oct 2016 | Dec 2016 | 3 | Aug 2017 | 8 | 11 |
| -2.23% | May 2007 | Aug 2007 | 4 | Mar 2008 | 7 | 11 |
| -2.09% | Sep 2017 | Apr 2018 | 8 | Dec 2018 | 8 | 16 |
| -2.09% | Feb 1994 | Apr 1994 | 3 | Jul 1994 | 3 | 6 |
| -1.94% | Nov 1988 | Dec 1988 | 2 | Apr 1989 | 4 | 6 |
| -1.80% | Jul 2003 | Jul 2003 | 1 | Sep 2003 | 2 | 3 |
| -1.80% | Apr 2004 | May 2004 | 2 | Aug 2004 | 3 | 5 |
| -1.74% | Oct 2008 | Oct 2008 | 1 | Nov 2008 | 1 | 2 |
| -1.62% | Mar 1988 | May 1988 | 3 | Jun 1988 | 1 | 4 |
| -1.59% | Feb 1996 | May 1996 | 4 | Jul 1996 | 2 | 6 |
| -1.57% | Dec 2009 | Dec 2009 | 1 | Mar 2010 | 3 | 4 |
| -1.30% | May 1999 | Aug 1999 | 4 | Sep 1999 | 1 | 5 |
| -1.26% | Nov 2001 | Dec 2001 | 2 | Feb 2002 | 2 | 4 |
| -1.24% | Sep 2005 | Oct 2005 | 2 | Jan 2006 | 3 | 5 |
| -1.21% | May 2015 | Jun 2015 | 2 | Sep 2015 | 3 | 5 |
| -1.18% | May 1986 | May 1986 | 1 | Jun 1986 | 1 | 2 |
| -1.09% | Mar 2006 | May 2006 | 3 | Jul 2006 | 2 | 5 |
Rolling Returns ( more details)
iShares MBS (MBB) ETF: annualized rolling and average returns
Swipe left to see all data
| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
5.38 |
20.49 Mar 1985 - Feb 1986 |
-14.96 Nov 2021 - Oct 2022 |
10.51% |
| 2 Years |
5.41 |
15.43 Mar 1985 - Feb 1987 |
-8.18 Nov 2020 - Oct 2022 |
4.60% |
| 3 Years |
5.47 |
12.52 Jan 1989 - Dec 1991 |
-4.26 Nov 2019 - Oct 2022 |
2.60% |
| 5 Years |
5.50 |
10.86 Oct 1987 - Sep 1992 |
-1.26 Nov 2017 - Oct 2022 |
1.50% |
| 7 Years |
5.49 |
11.02 Jan 1985 - Dec 1991 |
-0.44 Nov 2015 - Oct 2022 |
0.80% |
| 10 Years |
5.47 |
9.33 Mar 1985 - Feb 1995 |
0.23 Nov 2012 - Oct 2022 |
0.00% |
| 15 Years |
5.47 |
8.64 Jan 1985 - Dec 1999 |
1.89 Nov 2007 - Oct 2022 |
0.00% |
| 20 Years |
5.44 |
8.27 Jan 1985 - Dec 2004 |
2.20 Nov 2002 - Oct 2022 |
0.00% |
| 30 Years |
5.45 |
6.71 Jan 1985 - Dec 2014 |
3.96 Nov 1992 - Oct 2022 |
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 iShares MBS (MBB) ETF: Rolling Returns page.
Seasonality
iShares MBS (MBB) ETF: in which months is it better to invest?
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 |
0.73
80% |
-0.85
20% |
0.01
60% |
-0.57
40% |
0.61
80% |
-0.16
40% |
0.83
80% |
-0.38
60% |
-1.21
20% |
-0.32
40% |
1.00
80% |
0.24
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.73
|
99.88
|
99.89
|
99.32
|
99.93
|
99.77
|
100.60
|
100.22
|
99.00
|
98.68
|
99.67
|
99.90
|
| Best |
3.4 2023 |
0.8 2020 |
1.4 2019 |
0.8 2020 |
1.2 2022 |
0.8 2019 |
3.2 2022 |
1.0 2019 |
0.1 2019 |
0.3 2019 |
4.3 2022 |
1.8 2018 |
| Worst |
-1.4 2022 |
-3.0 2023 |
-2.4 2022 |
-3.6 2022 |
-0.3 2021 |
-1.5 2022 |
-0.2 2018 |
-3.5 2022 |
-5.1 2022 |
-1.1 2022 |
-0.2 2021 |
-0.8 2022 |
Monthly Seasonality over the period Mar 2018 - Feb 2023
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 |
0.67
80% |
-0.38
40% |
0.02
70% |
-0.05
70% |
0.29
70% |
-0.21
40% |
0.53
70% |
-0.10
50% |
-0.40
40% |
-0.02
60% |
0.28
50% |
0.05
50% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.67
|
100.29
|
100.31
|
100.26
|
100.56
|
100.35
|
100.88
|
100.78
|
100.37
|
100.35
|
100.64
|
100.69
|
| Best |
3.4 2023 |
0.8 2020 |
1.4 2019 |
0.9 2014 |
1.3 2014 |
0.8 2019 |
3.2 2022 |
1.0 2019 |
1.7 2013 |
1.0 2014 |
4.3 2022 |
1.8 2018 |
| Worst |
-1.4 2022 |
-3.0 2023 |
-2.4 2022 |
-3.6 2022 |
-1.8 2013 |
-1.5 2022 |
-0.5 2014 |
-3.5 2022 |
-5.1 2022 |
-1.1 2022 |
-1.9 2016 |
-0.8 2022 |
Monthly Seasonality over the period Mar 2013 - Feb 2023
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 |
0.75
82% |
0.23
67% |
0.14
68% |
0.27
71% |
0.53
63% |
0.51
74% |
0.59
74% |
0.43
68% |
0.34
71% |
0.43
71% |
0.57
66% |
0.44
63% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.75
|
100.99
|
101.13
|
101.40
|
101.94
|
102.46
|
103.06
|
103.50
|
103.85
|
104.30
|
104.90
|
105.36
|
| Best |
3.4 2023 |
2.2 1995 |
2.0 1985 |
1.9 1989 |
3.2 1985 |
2.4 1989 |
3.2 2022 |
1.9 1991 |
2.0 1988 |
3.0 1987 |
4.3 2022 |
1.9 1991 |
| Worst |
-1.4 2022 |
-3.0 2023 |
-2.4 2022 |
-3.6 2022 |
-1.8 2013 |
-1.5 2022 |
-1.8 2003 |
-3.5 2022 |
-5.1 2022 |
-1.7 2008 |
-1.9 2016 |
-1.6 2009 |
Monthly Seasonality over the period Jan 1985 - Feb 2023
Monthly/Yearly Returns
iShares MBS (MBB) ETF data source starts from January 1985: 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 1985 - Feb 2023
320 Positive Months (70%) - 138 Negative Months (30%)
MONTHLY RETURNS TABLE
Jan 1985 - Feb 2023
(Scroll down to see all data)
Swipe left to see all data
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2023 |
+0.28 | -1.07 | 3.4 | -3.0 | ||||||||||
| 2022 |
-11.74 | -17.09 | -1.4 | -1.2 | -2.4 | -3.6 | 1.2 | -1.5 | 3.2 | -3.5 | -5.1 | -1.1 | 4.3 | -0.8 |
| 2021 |
-1.43 | -7.91 | 0.1 | -0.9 | -0.5 | 0.6 | -0.3 | 0.0 | 0.5 | 0.0 | -0.3 | -0.3 | -0.2 | -0.1 |
| 2020 |
+4.08 | +2.68 | 0.7 | 0.8 | 1.1 | 0.8 | 0.2 | -0.2 | 0.3 | 0.1 | -0.1 | 0.1 | 0.0 | 0.2 |
| 2019 |
+6.19 | +3.81 | 0.8 | -0.1 | 1.4 | -0.1 | 1.2 | 0.8 | 0.4 | 1.0 | 0.1 | 0.3 | 0.0 | 0.2 |
| 2018 |
+0.82 | -1.07 | -1.2 | -0.7 | 0.5 | -0.6 | 0.7 | 0.1 | -0.2 | 0.6 | -0.6 | -0.6 | 0.9 | 1.8 |
| 2017 |
+2.49 | +0.37 | 0.1 | 0.5 | 0.0 | 0.6 | 0.5 | -0.3 | 0.5 | 0.7 | -0.3 | 0.0 | -0.1 | 0.3 |
| 2016 |
+1.27 | -0.79 | 1.4 | 0.4 | 0.2 | 0.1 | 0.1 | 0.7 | 0.3 | 0.0 | 0.3 | -0.3 | -1.9 | -0.1 |
| 2015 |
+1.14 | +0.40 | 0.9 | -0.1 | 0.4 | 0.1 | -0.3 | -0.9 | 0.9 | 0.0 | 0.6 | 0.0 | -0.2 | -0.1 |
| 2014 |
+6.38 | +5.58 | 1.9 | 0.3 | -0.4 | 0.9 | 1.3 | 0.2 | -0.5 | 1.0 | -0.2 | 1.0 | 0.6 | 0.2 |
| 2013 |
-1.95 | -3.40 | -0.2 | 0.3 | 0.0 | 0.6 | -1.8 | -1.0 | -0.1 | -0.7 | 1.7 | 0.6 | -0.6 | -0.8 |
| 2012 |
+1.98 | +0.23 | 0.3 | 0.1 | 0.1 | 0.5 | 0.3 | 0.1 | 0.7 | 0.1 | 0.2 | -0.2 | -0.3 | 0.0 |
| 2011 |
+5.87 | +2.82 | 0.1 | 0.0 | 0.3 | 1.2 | 1.0 | -0.1 | 0.9 | 1.4 | 0.0 | 0.0 | 0.1 | 0.8 |
| 2010 |
+5.58 | +4.03 | 1.4 | 0.2 | 0.1 | 0.6 | 1.3 | 1.3 | 0.9 | 0.0 | -0.4 | 0.8 | -0.2 | -0.5 |
| 2009 |
+4.69 | +1.92 | -0.2 | 0.4 | 1.3 | 0.1 | -0.3 | 0.2 | 1.0 | 0.5 | 0.9 | 0.8 | 1.4 | -1.6 |
| 2008 |
+7.75 | +7.65 | 1.7 | -0.1 | 0.5 | 0.0 | -0.8 | -0.1 | 0.0 | 1.0 | 1.1 | -1.7 | 4.2 | 1.7 |
| 2007 |
-0.40 | -4.31 | 0.1 | 0.8 | 0.3 | 0.3 | -0.5 | -1.3 | 0.0 | -0.4 | 0.9 | -0.8 | 0.4 | -0.1 |
| 2006 |
+4.84 | +2.24 | 0.2 | 0.6 | -0.9 | 0.0 | -0.3 | 0.2 | 1.4 | 1.2 | 0.8 | 0.7 | 1.1 | -0.3 |
| 2005 |
+2.46 | -0.92 | 0.5 | -0.4 | -0.4 | 1.1 | 0.8 | 0.3 | -0.4 | 0.9 | -0.6 | -0.6 | 0.4 | 0.8 |
| 2004 |
+4.45 | +1.16 | 0.7 | 0.8 | 0.4 | -1.6 | -0.2 | 0.7 | 0.9 | 1.6 | 0.0 | 0.7 | -0.2 | 0.6 |
| 2003 |
+3.56 | +1.65 | 0.2 | 0.7 | 0.2 | 0.5 | 0.2 | 0.2 | -1.8 | 0.9 | 1.9 | -0.5 | 0.1 | 0.9 |
| 2002 |
+9.13 | +6.59 | 1.0 | 1.0 | -0.8 | 1.8 | 0.7 | 0.9 | 1.0 | 0.8 | 0.7 | 0.5 | 0.1 | 1.1 |
| 2001 |
+7.56 | +5.91 | 1.4 | 0.6 | 0.5 | -0.1 | 0.7 | 0.2 | 1.8 | 0.9 | 1.3 | 1.4 | -0.7 | -0.5 |
| 2000 |
+11.28 | +7.63 | -0.5 | 1.2 | 1.1 | 0.0 | -0.1 | 2.1 | 0.8 | 1.4 | 0.9 | 0.7 | 1.5 | 1.7 |
| 1999 |
+1.89 | -0.78 | 0.6 | -0.3 | 0.8 | 0.4 | -0.4 | -0.4 | -0.5 | -0.1 | 1.5 | 0.4 | 0.0 | -0.1 |
| 1998 |
+5.88 | +4.20 | 1.0 | 0.2 | 0.3 | 0.6 | 0.7 | 0.5 | 0.4 | 0.9 | 1.0 | -0.9 | 0.8 | 0.3 |
| 1997 |
+9.13 | +7.30 | 0.6 | 0.3 | -0.9 | 1.6 | 1.0 | 1.2 | 1.8 | -0.1 | 1.1 | 1.1 | 0.3 | 0.9 |
| 1996 |
+5.44 | +2.05 | 0.8 | -0.6 | -0.4 | -0.2 | -0.4 | 1.4 | 0.4 | 0.0 | 1.6 | 1.9 | 1.6 | -0.6 |
| 1995 |
+17.01 | +14.12 | 1.9 | 2.2 | 0.4 | 1.6 | 3.2 | 0.8 | 0.2 | 1.2 | 1.0 | 1.1 | 1.1 | 1.1 |
| 1994 |
+1.94 | -0.72 | 0.9 | -0.5 | -1.1 | -0.4 | 0.9 | 0.5 | 1.6 | 0.5 | -1.1 | 0.2 | -0.1 | 0.7 |
| 1993 |
+6.72 | +3.86 | 0.9 | 0.9 | 0.7 | 0.7 | 0.3 | 1.2 | 0.6 | 0.2 | 0.2 | 0.2 | -0.2 | 1.0 |
| 1992 |
+5.47 | +2.50 | -0.5 | 1.0 | -0.7 | 0.9 | 1.7 | 1.1 | -0.2 | 0.7 | 0.6 | -1.0 | 0.5 | 1.3 |
| 1991 |
+13.60 | +10.23 | 1.0 | 0.6 | 0.7 | 1.1 | 0.5 | 0.3 | 1.4 | 1.9 | 1.6 | 1.2 | 0.6 | 1.9 |
| 1990 |
+10.36 | +4.01 | -0.9 | 0.7 | 0.1 | -0.9 | 2.9 | 1.5 | 1.5 | -0.3 | 0.5 | 1.0 | 2.2 | 1.7 |
| 1989 |
+13.63 | +8.59 | 1.8 | -0.5 | 0.2 | 1.9 | 2.4 | 2.4 | 1.8 | -1.1 | 0.4 | 2.0 | 1.0 | 0.7 |
| 1988 |
+6.71 | +2.20 | 3.4 | 1.1 | -0.6 | -0.6 | -0.4 | 2.0 | -0.2 | 0.1 | 2.0 | 1.9 | -1.3 | -0.6 |
| 1987 |
+2.69 | -1.67 | 1.2 | 0.7 | -0.2 | -2.7 | -0.2 | 1.5 | 0.2 | -0.3 | -2.5 | 3.0 | 1.0 | 1.3 |
| 1986 |
+11.26 | +10.05 | 0.8 | 1.7 | 1.4 | 0.5 | -1.2 | 1.2 | 1.5 | 1.7 | 0.0 | 1.3 | 1.5 | 0.3 |
| 1985 |
+19.68 | +15.30 | 2.7 | -0.8 | 2.0 | 1.7 | 3.2 | 1.5 | -0.2 | 1.5 | 1.2 | 1.6 | 2.3 | 1.7 |
ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
