Data Source: from January 1970 to December 2022 (~53 years)
Consolidated Returns as of 31 December 2022
Live Update: Jan 27 2023
Category: Stocks
ETF: iShares MSCI EAFE (EFA)
ETF • LIVE PERFORMANCE (USD currency)
0.20%
1 Day
Jan 27 2023
9.08%
Current Month
January 2023

In the last 30 Years, the iShares MSCI EAFE (EFA) ETF obtained a 5.33% compound annual return, with a 16.58% standard deviation.

In 2022, the ETF granted a 2.25% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI EAFE (EFA) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: EAFE

The iShares MSCI EAFE (EFA) ETF is part of the following Lazy Portfolios:

Portfolio Name Author EFA Weight
Pinwheel 15.00%
7Twelve Portfolio Craig Israelsen 8.33%
Robo Advisor 10 Betterment 2.80%
Robo Advisor 20 Betterment 5.60%
Robo Advisor 50 Betterment 13.70%
Robo Advisor 100 Betterment 27.30%
Late Sixties and Beyond Burton Malkiel 10.00%
Late Thirties to Early Forties Burton Malkiel 16.25%
Mid-Fifties Burton Malkiel 14.00%
Mid-Twenties Burton Malkiel 17.50%
Andrew Tobias Portfolio Andrew Tobias 33.33%
Nano Portfolio John Wasik 20.00%
Long Term Portfolio Ben Stein 20.00%

Historical Returns as of Dec 31, 2022

Historical returns and Metrics of iShares MSCI EAFE (EFA) ETF.

Returns and metrics are calculated based on monthly returns, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends

ETF Returns, up to December 2001, are retrieved using the historical series of equivalent ETFs / Assets.
ISHARES MSCI EAFE (EFA) ETF
Portfolio Metrics
Data Source: 1 January 1970 - 31 December 2022 (~53 years)
Swipe left to see all data
Metrics as of Dec 31, 2022
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~53Y)
Portfolio
Return (%)
-1.82 17.66 5.46 -14.35 0.89 1.56 4.44 6.32 5.33 7.90
US Inflation (%) -0.31 0.00 0.16 6.45 4.92 3.78 2.60 2.51 2.49 3.97
Infl. Adjusted
Return (%)
-1.52 17.66 5.28 -19.54 -3.84 -2.14 1.80 3.73 2.77 3.78
Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 22.30 20.17 17.58 14.78 17.06 16.58 17.10
Sharpe Ratio -0.71 0.02 0.03 0.26 0.31 0.19 0.23
Sortino Ratio -1.13 0.02 0.04 0.36 0.41 0.25 0.32
MAXIMUM DRAWDOWN
Drawdown Depth (%) -27.20 -27.58 -27.58 -27.58 -57.38 -57.38 -57.38
Start (yyyy mm) 2022 01 2021 09 2021 09 2021 09 2007 11 2007 11 2007 11
Bottom (yyyy mm) 2022 09 2022 09 2022 09 2022 09 2009 02 2009 02 2009 02
Start to Bottom (# months) 9 13 13 13 16 16 16
Start to Recovery (# months) in progress
> 12
> 16
> 16
> 16
80
80
80
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 90.05 60.37 42.40 24.60 16.26 12.94
Worst Return (%) -50.02 -19.65 -7.41 -0.59 1.23 3.73
% Positive Periods 67% 80% 88% 99% 100% 100%
MONTHS
Positive 0 2 3 5 20 34 71 144 214 378
Negative 1 1 3 7 16 26 49 96 146 258
% Positive 0% 67% 50% 42% 56% 57% 59% 60% 59% 59%
WITHDRAWAL RATES (WR)
Safe WR (%) 34.11 19.91 12.43 9.50 6.07 4.80
Perpetual WR (%) 0.00 0.00 1.76 3.59 2.70 3.65
Terms and Definitions
  • 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 Dec 31, 2022

Monthly correlations of iShares MSCI EAFE (EFA) 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.

Columns are sortable (click on table header to sort).

ISHARES MSCI EAFE (EFA) ETF
Monthly correlations as of 31 December 2022
Swipe left to see all data
Correlation vs EFA
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.87
0.89
0.86
0.82
0.80
US Large Cap
SPY
0.88
0.89
0.86
0.81
0.79
US Small Cap
IJR
0.81
0.85
0.76
0.73
0.72
US REITs
VNQ
0.82
0.75
0.64
0.58
0.58
US Technology
QQQ
0.82
0.78
0.78
0.63
0.62
Preferred Stocks
PFF
0.80
0.74
0.66
0.47
0.46
World All Countries
VT
0.95
0.96
0.95
0.94
0.94
Emerging Markets
EEM
0.82
0.84
0.81
0.79
0.77
Europe
VGK
0.99
0.99
0.98
0.94
0.93
Pacific
VPL
0.97
0.96
0.92
0.89
0.89
Latin America
FLLA
0.51
0.66
0.63
0.69
0.68
US Total Bond Market
BND
0.84
0.42
0.35
0.14
0.14
Long Term Treasuries
TLT
0.68
-0.01
-0.03
-0.14
-0.13
US Cash
BIL
0.27
-0.14
-0.10
-0.04
-0.04
TIPS
TIP
0.79
0.51
0.44
0.19
0.20
Invest. Grade Bonds
LQD
0.90
0.64
0.56
0.33
0.33
High Yield Bonds
HYG
0.88
0.81
0.78
0.67
0.66
International Bonds
BNDX
0.83
0.42
0.33
0.16
0.16
Emerg. Market Bonds
EMB
0.94
0.79
0.73
0.57
0.57
Gold
GLD
0.47
0.23
0.11
0.17
0.17
Commodities
DBC
0.31
0.62
0.51
0.44
0.44

Capital Growth as of Dec 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 iShares MSCI EAFE (EFA) ETF: Dividend Yield page.

An investment of 1000$, since January 1993, now would be worth 4747.14$, with a total return of 374.71% (5.33% annualized).

The Inflation Adjusted Capital now would be 2269.63$, with a net total return of 126.96% (2.77% annualized).
An investment of 1000$, since January 1970, now would be worth 56375.53$, with a total return of 5537.55% (7.90% annualized).

The Inflation Adjusted Capital now would be 7160.98$, with a net total return of 616.10% (3.78% annualized).

Drawdowns

Worst drawdowns since January 1993.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-57.38% Nov 2007 Feb 2009 16 Jun 2014 64 80
-48.22% Jan 2000 Mar 2003 39 Sep 2005 30 69
-27.58% Sep 2021 Sep 2022 13 in progress 3 16
-23.01% Jan 2020 Mar 2020 3 Nov 2020 8 11
-18.76% Jul 2014 Feb 2016 20 May 2017 15 35
-17.93% Feb 2018 Dec 2018 11 Dec 2019 12 23
-14.47% Jun 1998 Sep 1998 4 Dec 1998 3 7
-13.15% Sep 1994 Feb 1995 6 Mar 1996 13 19
-11.23% Aug 1997 Dec 1997 5 Mar 1998 3 8
-10.94% Sep 1993 Nov 1993 3 Jan 1994 2 5
-5.79% May 1996 Jan 1997 9 May 1997 4 13
-4.28% May 1999 May 1999 1 Jun 1999 1 2
-3.88% May 2006 Jun 2006 2 Oct 2006 4 6
-3.22% Jun 2007 Aug 2007 3 Sep 2007 1 4
-3.18% Oct 2005 Oct 2005 1 Dec 2005 2 3
-3.02% Mar 1994 Mar 1994 1 Apr 1994 1 2
-2.98% Jun 1993 Jun 1993 1 Jul 1993 1 2
-2.16% Feb 1999 Feb 1999 1 Mar 1999 1 2
-1.08% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.78% Jan 2021 Jan 2021 1 Feb 2021 1 2

Worst drawdowns since January 1970.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-57.38% Nov 2007 Feb 2009 16 Jun 2014 64 80
-48.22% Jan 2000 Mar 2003 39 Sep 2005 30 69
-41.73% Jan 1973 Sep 1974 21 Sep 1977 36 57
-31.21% Jan 1990 Sep 1990 9 Jan 1994 40 49
-27.77% Dec 1980 Jul 1982 20 Mar 1983 8 28
-27.58% Sep 2021 Sep 2022 13 in progress 3 16
-27.31% Jan 1970 Jun 1970 6 Mar 1971 9 15
-23.01% Jan 2020 Mar 2020 3 Nov 2020 8 11
-18.76% Jul 2014 Feb 2016 20 May 2017 15 35
-17.93% Feb 2018 Dec 2018 11 Dec 2019 12 23
-14.47% Jun 1998 Sep 1998 4 Dec 1998 3 7
-13.46% Sep 1987 Oct 1987 2 Mar 1988 5 7
-13.15% Sep 1994 Feb 1995 6 Mar 1996 13 19
-11.23% Aug 1997 Dec 1997 5 Mar 1998 3 8
-11.03% Feb 1980 Mar 1980 2 Jul 1980 4 6
-9.43% May 1988 Aug 1988 4 Nov 1988 3 7
-8.91% Sep 1979 Oct 1979 2 Jan 1980 3 5
-8.70% Sep 1986 Oct 1986 2 Dec 1986 2 4
-7.94% Mar 1989 Jun 1989 4 Jul 1989 1 5
-6.84% Dec 1983 May 1984 6 Aug 1984 3 9

Rolling Returns ( more details)

iShares MSCI EAFE (EFA) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
10.42 90.05
Sep 1985 - Aug 1986
-50.02
Mar 2008 - Feb 2009
32.64%
2 Years
9.59 74.88
May 1985 - Apr 1987
-29.65
Mar 2007 - Feb 2009
22.84%
3 Years
9.01 60.37
Jun 1984 - May 1987
-19.65
Apr 2000 - Mar 2003
19.63%
5 Years
8.76 42.40
Aug 1982 - Jul 1987
-7.41
Jun 2007 - May 2012
11.79%
7 Years
8.72 33.35
Aug 1982 - Jul 1989
-2.53
Apr 1996 - Mar 2003
2.35%
10 Years
8.81 24.60
May 1977 - Apr 1987
-0.59
Mar 1999 - Feb 2009
0.58%
15 Years
8.86 21.16
Oct 1974 - Sep 1989
0.51
Oct 2007 - Sep 2022
0.00%
20 Years
8.46 16.26
Jul 1970 - Jun 1990
1.23
Mar 1989 - Feb 2009
0.00%
30 Years
8.27 12.94
Jul 1970 - Jun 2000
3.73
Jan 1989 - Dec 2018
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 MSCI EAFE (EFA) ETF: Rolling Returns page.

Seasonality

iShares MSCI EAFE (EFA) 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.
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
0.88
40%
-2.25
40%
-2.20
60%
1.30
80%
0.80
60%
-0.39
40%
1.76
80%
-0.82
40%
-2.08
40%
0.16
60%
4.91
80%
1.05
60%
 Capital Growth on monthly avg returns
100
100.88
98.61
96.44
97.69
98.47
98.09
99.81
98.99
96.93
97.08
101.84
102.91
Best 6.6
2019
2.5
2019
2.5
2021
5.8
2020
5.4
2020
5.9
2019
5.2
2022
4.7
2020
3.2
2019
5.9
2022
14.3
2020
5.0
2020
Worst -3.6
2022
-7.8
2020
-14.1
2020
-6.7
2022
-5.0
2019
-8.7
2022
-1.9
2019
-6.1
2022
-9.2
2022
-8.1
2018
-4.5
2021
-5.4
2018
Monthly Seasonality over the period Jan 2018 - Dec 2022
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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
0.13
50%
-0.22
50%
-0.18
60%
2.15
90%
0.62
60%
-0.90
40%
2.02
80%
-1.28
40%
-0.72
50%
0.98
60%
2.33
70%
0.51
60%
 Capital Growth on monthly avg returns
100
100.13
99.91
99.74
101.88
102.51
101.59
103.64
102.31
101.58
102.58
104.96
105.50
Best 6.6
2019
6.3
2015
6.6
2016
5.8
2020
5.4
2020
5.9
2019
5.3
2013
4.7
2020
7.8
2013
6.6
2015
14.3
2020
5.0
2020
Worst -5.5
2016
-7.8
2020
-14.1
2020
-6.7
2022
-5.0
2019
-8.7
2022
-2.6
2014
-7.4
2015
-9.2
2022
-8.1
2018
-4.5
2021
-5.4
2018
Monthly Seasonality over the period Jan 2013 - Dec 2022
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
0.42
51%
0.50
60%
1.13
64%
2.25
74%
0.05
47%
-0.02
45%
1.00
64%
0.04
55%
-0.63
57%
0.90
57%
1.41
68%
2.04
72%
 Capital Growth on monthly avg returns
100
100.42
100.92
102.06
104.36
104.42
104.39
105.44
105.49
104.82
105.76
107.26
109.44
Best 12.2
1975
11.1
1991
12.7
1986
11.5
2009
13.2
2009
7.4
1986
12.2
1989
12.1
1982
10.0
2010
18.0
1974
14.3
2020
8.9
1971
Worst -13.7
2009
-10.4
2009
-14.1
2020
-10.5
1970
-11.2
2010
-8.8
2008
-9.5
2002
-12.5
1998
-14.2
1990
-20.8
2008
-10.7
1973
-5.4
2018
Monthly Seasonality over the period Jan 1970 - Dec 2022

Monthly/Yearly Returns

iShares MSCI EAFE (EFA) ETF data source starts from January 1970: 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 1970 - Dec 2022
378 Positive Months (59%) - 258 Negative Months (41%)
MONTHLY RETURNS TABLE
Jan 1970 - Dec 2022
(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
2022
-14.35 -19.54 -3.6 -3.4 0.5 -6.7 2.0 -8.7 5.2 -6.1 -9.2 5.9 13.2 -1.8
2021
+11.46 +4.13 -0.8 2.2 2.5 3.0 3.5 -1.1 0.8 1.4 -3.3 3.2 -4.5 4.4
2020
+7.59 +6.14 -2.8 -7.8 -14.1 5.8 5.4 3.5 1.9 4.7 -2.0 -3.6 14.3 5.0
2019
+22.03 +19.30 6.6 2.5 0.9 2.9 -5.0 5.9 -1.9 -1.9 3.2 3.4 1.1 3.0
2018
-13.81 -15.42 5.0 -4.8 -0.8 1.5 -1.9 -1.6 2.9 -2.2 1.0 -8.1 0.5 -5.4
2017
+25.10 +22.51 3.3 1.2 3.2 2.4 3.5 0.3 2.7 0.0 2.4 1.7 0.7 1.4
2016
+1.37 -0.69 -5.5 -3.3 6.6 2.2 -0.1 -2.4 4.0 0.5 1.3 -2.2 -1.8 2.7
2015
-1.00 -1.71 0.6 6.3 -1.4 3.6 0.2 -3.1 2.0 -7.4 -4.4 6.6 -0.8 -2.3
2014
-6.20 -6.91 -5.2 6.1 -0.5 1.7 1.6 0.9 -2.6 0.2 -3.9 -0.3 0.1 -4.0
2013
+21.40 +19.61 3.7 -1.3 1.3 5.0 -3.0 -2.7 5.3 -2.0 7.8 3.3 0.5 2.2
2012
+18.82 +16.79 5.3 4.8 0.4 -2.1 -11.1 7.1 0.1 3.2 2.7 1.1 2.8 4.4
2011
-12.25 -14.77 2.1 3.5 -2.4 5.6 -2.2 -1.2 -2.4 -8.8 -10.8 9.6 -2.2 -2.2
2010
+8.15 +6.55 -5.1 0.3 6.4 -2.8 -11.2 -2.1 11.6 -3.8 10.0 3.8 -4.8 8.3
2009
+26.95 +23.59 -13.7 -10.4 8.4 11.5 13.2 -1.4 10.0 4.5 3.8 -2.5 3.9 0.7
2008
-41.04 -41.09 -7.8 -1.0 0.4 5.4 1.2 -8.8 -3.3 -4.2 -11.4 -20.8 -6.4 8.9
2007
+9.94 +5.63 1.4 -0.1 2.9 3.7 2.4 -0.3 -2.3 -0.6 5.3 4.2 -3.6 -3.0
2006
+25.81 +22.69 5.8 -0.7 4.0 4.8 -3.8 -0.1 0.8 2.5 0.2 3.7 3.1 3.2
2005
+13.32 +9.58 -1.9 3.8 -2.6 -1.6 -0.9 1.4 3.0 3.8 3.7 -3.2 2.3 5.2
2004
+18.95 +15.20 1.1 2.3 0.1 -3.4 1.1 3.4 -4.3 1.2 2.1 3.5 6.1 4.8
2003
+40.28 +37.70 -4.3 -2.1 -2.3 10.2 6.5 1.9 1.5 3.3 3.0 6.5 2.5 8.7
2002
-15.42 -17.39 -5.8 1.2 5.6 1.5 0.5 -3.3 -9.5 -1.0 -10.4 3.8 5.6 -3.4
2001
-21.94 -23.13 -0.1 -7.5 -6.6 7.7 -4.1 -4.1 -1.8 -2.5 -10.3 2.6 3.0 0.7
2000
-14.29 -17.10 -6.5 2.9 3.8 -5.4 -2.4 3.9 -4.2 0.9 -4.9 -2.4 -3.7 3.4
1999
+37.96 +34.35 0.9 -2.2 4.7 5.3 -4.3 5.0 3.5 1.6 1.6 3.7 5.2 8.2
1998
+16.51 +14.66 4.2 6.2 3.2 0.7 0.1 -0.2 0.2 -12.5 -2.2 9.5 4.9 3.0
1997
-1.39 -3.04 -3.8 1.5 -0.7 0.8 7.6 4.7 0.9 -6.3 4.1 -6.8 -2.3 -0.1
1996
+4.68 +1.31 0.5 0.3 2.0 4.0 -1.3 0.4 -3.2 0.0 2.1 -1.2 3.1 -1.9
1995
+3.98 +1.41 -3.9 -5.2 6.5 3.5 -1.9 -1.8 5.7 -3.4 1.6 -2.6 2.5 3.7
1994
+9.76 +6.90 9.9 0.4 -3.0 3.3 -0.1 2.0 0.5 1.7 -2.9 2.8 -5.4 0.9
1993
+29.92 +26.45 0.0 3.5 10.1 10.0 3.6 -3.0 4.2 4.8 -3.0 1.3 -9.4 6.1
1992
-14.79 -17.19 -2.4 -3.7 -7.2 -0.8 7.1 -4.6 -3.3 7.0 -2.7 -5.3 0.8 0.5
1991
+9.48 +6.23 1.7 11.1 -4.8 1.6 -0.4 -6.6 4.0 -3.1 6.4 2.0 -5.3 4.0
1990
-24.79 -29.11 -3.6 -6.5 -10.4 -2.8 11.7 -0.3 2.3 -10.4 -14.2 17.1 -7.8 1.3
1989
+12.85 +7.84 2.3 0.6 -2.3 1.3 -4.8 -2.4 12.2 -4.0 5.5 -3.7 4.8 3.8
1988
+25.66 +20.35 3.7 6.6 6.1 1.9 -2.4 -3.0 1.7 -5.9 2.9 6.3 6.8 -0.5
1987
+30.48 +24.94 11.7 2.3 11.2 10.5 0.5 -3.1 -0.5 8.4 -1.2 -12.4 0.5 1.8
1986
+63.38 +61.60 2.3 10.4 12.7 7.2 -3.2 7.4 6.1 7.2 -1.9 -7.0 5.6 5.0
1985
+56.04 +50.33 9.7 3.2 1.8 1.5 7.4 3.0 1.4 1.0 -1.2 5.4 7.4 5.4
1984
+7.32 +3.24 -0.4 -3.2 1.7 0.8 -5.3 2.3 -1.4 11.2 0.1 0.3 -0.9 2.7
1983
+23.61 +19.09 3.6 2.7 3.7 7.7 -0.7 3.9 -3.1 2.0 1.4 -1.2 2.4 -0.5
1982
-1.94 -5.56 -3.4 -7.2 -2.9 2.2 -5.2 -4.1 -4.9 12.1 -1.0 11.1 3.1 0.2
1981
-2.36 -10.36 -4.2 2.4 4.0 -1.9 0.9 -0.6 0.2 -5.1 -4.7 5.4 4.5 -2.5
1980
+22.48 +8.85 5.2 -0.4 -10.7 3.6 4.9 2.1 6.2 0.6 2.1 1.4 11.0 -4.0
1979
+4.69 -7.59 3.0 -4.0 4.7 -0.7 -2.8 3.1 0.1 5.5 -0.8 -8.2 4.6 0.9
1978
+32.52 +21.56 -3.8 0.6 4.8 10.2 3.2 0.5 6.9 4.8 1.2 -5.9 3.9 3.1
1977
+17.99 +10.58 -2.8 0.8 0.9 2.2 0.8 6.2 0.7 0.8 2.0 -1.5 4.8 2.3
1976
+2.46 -2.30 10.4 -2.5 1.1 -2.7 -2.8 3.7 -2.4 -1.5 1.1 -4.2 -1.5 4.6
1975
+35.29 +26.51 12.2 6.4 2.4 5.1 5.6 5.0 -6.8 -2.1 -3.8 6.4 3.1 -1.4
1974
-23.23 -31.67 -0.8 0.0 -1.9 -3.7 -2.1 -1.6 -7.5 -8.1 -10.8 18.0 -3.4 -1.7
1973
-14.99 -21.80 -1.9 -3.6 -0.3 -4.5 -1.3 -0.7 4.6 -2.9 4.6 -0.1 -10.7 1.6
1972
+36.24 +31.75 3.6 4.4 2.1 2.0 3.1 -0.6 1.2 4.8 0.8 2.2 5.5 2.3
1971
+29.49 +25.40 5.6 2.4 5.0 4.9 -2.7 1.4 -2.5 4.7 0.7 -2.5 1.1 8.9
1970
-11.71 -16.37 -8.7 4.2 -0.9 -10.5 -7.7 -6.7 6.7 3.7 2.6 -2.7 4.3 5.4

ETF Returns, up to December 2001, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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