Data Source: from January 1994 to February 2023 (~29 years)
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023
ETF: Real Estate Select Sector SPDR (XLRE)
ETF • LIVE PERFORMANCE (USD currency)
0.36%
1 Day
Mar 20 2023
4.84%
Current Month
March 2023
In the last 25 Years, the Real Estate Select Sector SPDR (XLRE) ETF obtained a 8.55% compound annual return, with a 20.28% standard deviation.
In 2022, the ETF granted a 2.67% dividend yield. If you are interested in getting periodic income, please refer to the Real Estate Select Sector SPDR (XLRE) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Real Estate
- Size: Large Cap
- Style: Blend
- Region: North America
- Country: U.S.
- Sector: Real Estate
- Industry: Broad Real Estate
Historical Returns as of Feb 28, 2023
Historical returns and Metrics of Real Estate Select Sector SPDR (XLRE) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to December 2015, 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 2015, are retrieved using the historical series of equivalent ETFs / Assets.
REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF
Portfolio Metrics
Data Source: 1 January 1994 - 28 February 2023 (~29 years)
Swipe left to see all data
| Metrics as of Feb 28, 2023 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y |
MAX
(~29Y) |
|
| Portfolio Return (%) |
-5.86 | -1.51 | -6.81 | -12.28 | 4.48 | 8.32 | 7.27 | 9.77 | 8.99 |
| US Inflation (%) | 0.56 | 1.05 | 1.58 | 6.04 | 5.16 | 3.86 | 2.63 | 2.51 | 2.51 |
| Infl. Adjusted Return (%) |
-6.39 | -2.53 | -8.25 | -17.27 | -0.65 | 4.30 | 4.52 | 7.08 | 6.32 |
| Returns / Inflation rates over 1 year are annualized. | |||||||||
| RISK INDICATORS | |||||||||
| Standard Deviation (%) | 24.96 | 22.27 | 19.06 | 16.83 | 21.68 | 19.23 | |||
| Sharpe Ratio | -0.57 | 0.17 | 0.37 | 0.39 | 0.40 | 0.26 | |||
| Sortino Ratio | -0.86 | 0.23 | 0.50 | 0.53 | 0.52 | 0.35 | |||
| MAXIMUM DRAWDOWN | |||||||||
| Drawdown Depth (%) | -24.20 | -28.90 | -28.90 | -28.90 | -68.30 | -68.30 | |||
| Start (yyyy mm) | 2022 04 | 2022 01 | 2022 01 | 2022 01 | 2007 02 | 2007 02 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2009 02 | |||
| Start to Bottom (# months) | 6 | 9 | 9 | 9 | 25 | 25 | |||
| Start to Recovery (# months) in progress |
> 11
|
> 14
|
> 14
|
> 14
|
65
|
65
|
|||
| ROLLING PERIOD RETURNS - Annualized | |||||||||
| Best Return (%) | 110.54 | 43.49 | 29.54 | 18.80 | 11.81 | ||||
| Worst Return (%) | -58.17 | -25.03 | -8.74 | 3.15 | 8.61 | ||||
| % Positive Periods | 77% | 89% | 95% | 100% | 100% | ||||
| MONTHS | |||||||||
| Positive | 0 | 1 | 3 | 5 | 21 | 37 | 74 | 150 | 213 |
| Negative | 1 | 2 | 3 | 7 | 15 | 23 | 46 | 90 | 137 |
| % Positive | 0% | 33% | 50% | 42% | 58% | 62% | 62% | 63% | 61% |
| WITHDRAWAL RATES (WR) | |||||||||
| Safe WR (%) | 36.74 | 26.05 | 13.99 | 11.93 | 7.97 | ||||
| Perpetual WR (%) | 0.00 | 4.12 | 4.33 | 6.61 | 5.94 | ||||
- 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 Real Estate Select Sector SPDR (XLRE) 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).
REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF
Monthly correlations as of 28 February 2023
Swipe left to see all data
| Correlation vs XLRE | |||||
|---|---|---|---|---|---|
|
|
|||||
| Asset Class | 1 Year | 5 Years | 10 Years | Since Jan 1994 |
|
|
US Total Stock Market VTI |
0.87
|
0.81
|
0.69
|
0.62
|
|
|
US Large Cap SPY |
0.87
|
0.81
|
0.69
|
0.60
|
|
|
US Small Cap IJR |
0.79
|
0.71
|
0.58
|
0.62
|
|
|
US REITs VNQ |
0.99
|
0.98
|
0.98
|
1.00
|
|
|
US Technology QQQ |
0.87
|
0.74
|
0.62
|
0.39
|
|
|
Preferred Stocks PFF |
0.77
|
0.80
|
0.73
|
0.51
|
|
|
EAFE Stocks EFA |
0.83
|
0.73
|
0.62
|
0.59
|
|
|
World All Countries VT |
0.88
|
0.80
|
0.68
|
0.61
|
|
|
Emerging Markets EEM |
0.70
|
0.59
|
0.51
|
0.52
|
|
|
Europe VGK |
0.80
|
0.73
|
0.60
|
0.59
|
|
|
Pacific VPL |
0.84
|
0.68
|
0.60
|
0.49
|
|
|
Latin America FLLA |
0.63
|
0.50
|
0.40
|
0.45
|
|
|
US Total Bond Market BND |
0.69
|
0.55
|
0.58
|
0.29
|
|
|
Long Term Treasuries TLT |
0.65
|
0.28
|
0.40
|
0.07
|
|
|
US Cash BIL |
-0.05
|
-0.17
|
-0.13
|
-0.01
|
|
|
TIPS TIP |
0.83
|
0.68
|
0.64
|
0.32
|
|
|
Invest. Grade Bonds LQD |
0.74
|
0.66
|
0.68
|
0.42
|
|
|
High Yield Bonds HYG |
0.75
|
0.74
|
0.65
|
0.67
|
|
|
International Bonds BNDX |
0.76
|
0.59
|
0.59
|
0.28
|
|
|
Emerg. Market Bonds EMB |
0.76
|
0.70
|
0.67
|
0.50
|
|
|
Gold GLD |
0.59
|
0.29
|
0.22
|
0.15
|
|
|
Commodities DBC |
0.54
|
0.39
|
0.20
|
0.25
|
|
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 Real Estate Select Sector SPDR (XLRE) ETF: Dividend Yield page.
An investment of 1000$, since March 1998,
now would be worth 7775.59$, with a total return of 677.56% (8.55% annualized).
The Inflation Adjusted Capital now would be 4184.51$, with a net total return of 318.45% (5.89% annualized).
The Inflation Adjusted Capital now would be 4184.51$, with a net total return of 318.45% (5.89% annualized).
An investment of 1000$, since January 1994,
now would be worth 12327.62$, with a total return of 1132.76% (8.99% annualized).
The Inflation Adjusted Capital now would be 5974.50$, with a net total return of 497.45% (6.32% annualized).
The Inflation Adjusted Capital now would be 5974.50$, with a net total return of 497.45% (6.32% annualized).
Readings that may interest you
Drawdowns
Worst drawdowns since March 1998.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -68.30% | Feb 2007 | Feb 2009 | 25 | Jun 2012 | 40 | 65 |
| -28.90% | Jan 2022 | Sep 2022 | 9 | in progress | 5 | 14 |
| -21.76% | Apr 1998 | Nov 1999 | 20 | Dec 2000 | 13 | 33 |
| -20.35% | Feb 2020 | Mar 2020 | 2 | Mar 2021 | 12 | 14 |
| -14.56% | Apr 2004 | Apr 2004 | 1 | Aug 2004 | 4 | 5 |
| -13.50% | May 2013 | Aug 2013 | 4 | Apr 2014 | 8 | 12 |
| -13.08% | Feb 2015 | Aug 2015 | 7 | Jun 2016 | 10 | 17 |
| -13.01% | Jul 2002 | Oct 2002 | 4 | May 2003 | 7 | 11 |
| -13.01% | Aug 2016 | Nov 2016 | 4 | Nov 2017 | 12 | 16 |
| -9.00% | Dec 2017 | Feb 2018 | 3 | Jun 2018 | 4 | 7 |
| -8.56% | Jan 2005 | Jan 2005 | 1 | May 2005 | 4 | 5 |
| -7.33% | Dec 2018 | Dec 2018 | 1 | Jan 2019 | 1 | 2 |
| -7.12% | Sep 2001 | Oct 2001 | 2 | Dec 2001 | 2 | 4 |
| -6.77% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -6.04% | Sep 2014 | Sep 2014 | 1 | Oct 2014 | 1 | 2 |
| -6.01% | Apr 2006 | May 2006 | 2 | Jul 2006 | 2 | 4 |
| -5.58% | Aug 2005 | Oct 2005 | 3 | Jan 2006 | 3 | 6 |
| -4.20% | Sep 2018 | Oct 2018 | 2 | Nov 2018 | 1 | 3 |
| -3.02% | Aug 2012 | Nov 2012 | 4 | Dec 2012 | 1 | 5 |
| -2.10% | Jul 2001 | Jul 2001 | 1 | Aug 2001 | 1 | 2 |
Worst drawdowns since January 1994.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -68.30% | Feb 2007 | Feb 2009 | 25 | Jun 2012 | 40 | 65 |
| -28.90% | Jan 2022 | Sep 2022 | 9 | in progress | 5 | 14 |
| -22.09% | Jan 1998 | Nov 1999 | 23 | Dec 2000 | 13 | 36 |
| -20.35% | Feb 2020 | Mar 2020 | 2 | Mar 2021 | 12 | 14 |
| -16.93% | Feb 1994 | Nov 1994 | 10 | Dec 1995 | 13 | 23 |
| -14.56% | Apr 2004 | Apr 2004 | 1 | Aug 2004 | 4 | 5 |
| -13.50% | May 2013 | Aug 2013 | 4 | Apr 2014 | 8 | 12 |
| -13.08% | Feb 2015 | Aug 2015 | 7 | Jun 2016 | 10 | 17 |
| -13.01% | Jul 2002 | Oct 2002 | 4 | May 2003 | 7 | 11 |
| -13.01% | Aug 2016 | Nov 2016 | 4 | Nov 2017 | 12 | 16 |
| -9.00% | Dec 2017 | Feb 2018 | 3 | Jun 2018 | 4 | 7 |
| -8.56% | Jan 2005 | Jan 2005 | 1 | May 2005 | 4 | 5 |
| -7.33% | Dec 2018 | Dec 2018 | 1 | Jan 2019 | 1 | 2 |
| -7.12% | Sep 2001 | Oct 2001 | 2 | Dec 2001 | 2 | 4 |
| -6.77% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -6.04% | Sep 2014 | Sep 2014 | 1 | Oct 2014 | 1 | 2 |
| -6.01% | Apr 2006 | May 2006 | 2 | Jul 2006 | 2 | 4 |
| -5.58% | Aug 2005 | Oct 2005 | 3 | Jan 2006 | 3 | 6 |
| -4.20% | Sep 2018 | Oct 2018 | 2 | Nov 2018 | 1 | 3 |
| -3.10% | Apr 1997 | Apr 1997 | 1 | Jun 1997 | 2 | 3 |
Rolling Returns ( more details)
Real Estate Select Sector SPDR (XLRE) ETF: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
11.76 |
110.54 Apr 2009 - Mar 2010 |
-58.17 Apr 2008 - Mar 2009 |
22.71% |
| 2 Years |
11.21 |
65.96 Mar 2009 - Feb 2011 |
-42.93 Mar 2007 - Feb 2009 |
14.37% |
| 3 Years |
10.64 |
43.49 Apr 2009 - Mar 2012 |
-25.03 Apr 2006 - Mar 2009 |
10.79% |
| 5 Years |
10.08 |
29.54 Mar 2009 - Feb 2014 |
-8.74 Apr 2004 - Mar 2009 |
5.15% |
| 7 Years |
10.23 |
23.84 Apr 2009 - Mar 2016 |
-1.16 Apr 2002 - Mar 2009 |
0.75% |
| 10 Years |
10.35 |
18.80 Apr 2009 - Mar 2019 |
3.15 Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
9.39 |
13.04 Feb 2000 - Jan 2015 |
3.84 Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
10.30 |
11.81 Feb 1995 - Jan 2015 |
8.61 Mar 1998 - Feb 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 Real Estate Select Sector SPDR (XLRE) ETF: Rolling Returns page.
Seasonality
Real Estate Select Sector SPDR (XLRE) 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 |
2.80
80% |
-2.84
40% |
1.67
80% |
2.61
40% |
0.33
80% |
0.72
80% |
4.02
100% |
0.88
60% |
-4.74
20% |
0.96
40% |
3.31
60% |
0.15
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.80
|
99.89
|
101.55
|
104.20
|
104.54
|
105.29
|
109.52
|
110.48
|
105.25
|
106.26
|
109.78
|
109.94
|
| Best |
10.7 2019 |
1.6 2021 |
7.8 2022 |
9.4 2020 |
2.2 2018 |
4.5 2018 |
8.5 2022 |
4.8 2019 |
1.0 2019 |
7.6 2021 |
6.9 2020 |
10.3 2021 |
| Worst |
-8.6 2022 |
-6.2 2020 |
-15.1 2020 |
-3.6 2022 |
-5.1 2022 |
-6.9 2022 |
1.0 2018 |
-5.6 2022 |
-13.2 2022 |
-3.2 2020 |
-1.7 2019 |
-7.3 2018 |
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 |
1.67
60% |
-1.45
50% |
2.31
80% |
1.49
50% |
0.01
70% |
0.61
70% |
3.13
100% |
-0.86
50% |
-2.59
30% |
2.03
60% |
1.26
50% |
0.84
70% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.67
|
100.20
|
102.51
|
104.04
|
104.06
|
104.69
|
107.97
|
107.04
|
104.28
|
106.39
|
107.73
|
108.63
|
| Best |
10.7 2019 |
5.1 2014 |
10.7 2016 |
9.4 2020 |
2.4 2014 |
6.1 2016 |
8.5 2022 |
4.8 2019 |
3.5 2013 |
9.9 2014 |
6.9 2020 |
10.3 2021 |
| Worst |
-8.6 2022 |
-6.8 2018 |
-15.1 2020 |
-5.8 2015 |
-6.0 2013 |
-6.9 2022 |
0.1 2014 |
-7.0 2013 |
-13.2 2022 |
-5.6 2016 |
-5.3 2013 |
-7.3 2018 |
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 |
0.44
57% |
-0.82
50% |
2.17
72% |
2.46
55% |
0.74
66% |
0.37
62% |
2.18
83% |
0.37
55% |
-0.34
48% |
-0.35
45% |
0.50
59% |
2.92
79% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.44
|
99.62
|
101.78
|
104.28
|
105.05
|
105.44
|
107.73
|
108.13
|
107.75
|
107.37
|
107.91
|
111.06
|
| Best |
10.7 2019 |
5.6 2010 |
10.7 2016 |
30.7 2009 |
7.1 2004 |
6.1 2016 |
10.8 2009 |
14.3 2009 |
9.2 1997 |
14.3 2011 |
6.9 2020 |
16.7 2008 |
| Worst |
-17.5 2009 |
-20.5 2009 |
-15.1 2020 |
-14.6 2004 |
-6.0 2013 |
-10.6 2008 |
-8.3 2007 |
-9.2 1998 |
-13.2 2022 |
-31.7 2008 |
-22.7 2008 |
-7.3 2018 |
Monthly Seasonality over the period Jan 1994 - Feb 2023
Monthly/Yearly Returns
Real Estate Select Sector SPDR (XLRE) ETF data source starts from January 1994: 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 1994 - Feb 2023
213 Positive Months (61%) - 137 Negative Months (39%)
MONTHLY RETURNS TABLE
Jan 1994 - 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 |
+3.47 | +2.08 | 9.9 | -5.9 | ||||||||||
| 2022 |
-26.25 | -30.72 | -8.6 | -4.8 | 7.8 | -3.6 | -5.1 | -6.9 | 8.5 | -5.6 | -13.2 | 2.0 | 6.8 | -4.8 |
| 2021 |
+45.26 | +35.71 | 0.5 | 1.6 | 6.8 | 8.3 | 1.1 | 3.1 | 4.6 | 2.8 | -6.8 | 7.6 | -0.9 | 10.3 |
| 2020 |
-2.11 | -3.43 | 1.4 | -6.2 | -15.1 | 9.4 | 2.2 | 1.2 | 4.2 | 0.0 | -2.1 | -3.2 | 6.9 | 1.5 |
| 2019 |
+28.69 | +25.82 | 10.7 | 1.1 | 5.0 | -0.5 | 1.2 | 1.6 | 1.7 | 4.8 | 1.0 | 0.0 | -1.7 | 1.1 |
| 2018 |
-2.37 | -4.20 | -1.9 | -6.8 | 3.8 | -0.6 | 2.2 | 4.5 | 1.0 | 2.4 | -2.6 | -1.6 | 5.5 | -7.3 |
| 2017 |
+10.69 | +8.40 | -0.1 | 4.7 | -1.1 | 0.2 | 0.7 | 1.9 | 1.2 | 1.0 | -1.4 | 0.8 | 2.9 | -0.4 |
| 2016 |
+2.74 | +0.65 | -6.4 | 0.5 | 10.7 | -2.4 | 1.7 | 6.1 | 3.2 | -3.7 | -1.3 | -5.6 | -3.0 | 4.3 |
| 2015 |
+2.42 | +1.67 | 6.9 | -3.7 | 1.7 | -5.8 | -0.3 | -4.7 | 5.8 | -6.3 | 3.1 | 5.8 | -0.6 | 1.8 |
| 2014 |
+30.36 | +29.39 | 4.3 | 5.1 | 0.5 | 3.3 | 2.4 | 1.1 | 0.1 | 3.0 | -6.0 | 9.9 | 2.0 | 1.9 |
| 2013 |
+2.31 | +0.80 | 3.7 | 1.2 | 2.9 | 6.7 | -6.0 | -2.0 | 0.9 | -7.0 | 3.5 | 4.5 | -5.3 | 0.1 |
| 2012 |
+17.63 | +15.62 | 6.4 | -1.2 | 5.2 | 2.9 | -4.5 | 5.5 | 2.0 | 0.0 | -1.9 | -0.9 | -0.3 | 3.7 |
| 2011 |
+8.62 | +5.49 | 3.3 | 4.7 | -1.6 | 5.7 | 1.4 | -3.3 | 1.6 | -5.6 | -10.8 | 14.3 | -3.8 | 4.8 |
| 2010 |
+28.37 | +26.47 | -5.5 | 5.6 | 10.2 | 7.2 | -5.3 | -5.2 | 9.6 | -1.3 | 4.4 | 4.7 | -1.9 | 4.5 |
| 2009 |
+30.08 | +26.63 | -17.5 | -20.5 | 3.6 | 30.7 | 2.6 | -3.2 | 10.8 | 14.3 | 6.6 | -4.5 | 6.6 | 7.4 |
| 2008 |
-37.00 | -37.06 | -0.8 | -3.2 | 6.5 | 6.4 | -0.2 | -10.6 | 3.1 | 2.4 | -0.1 | -31.7 | -22.7 | 16.7 |
| 2007 |
-16.50 | -19.77 | 8.8 | -2.7 | -2.1 | -0.1 | -0.4 | -9.0 | -8.3 | 6.7 | 3.9 | 2.1 | -9.5 | -5.4 |
| 2006 |
+35.30 | +31.95 | 7.5 | 1.9 | 4.7 | -3.4 | -2.7 | 4.9 | 3.9 | 3.5 | 2.0 | 6.0 | 4.8 | -1.8 |
| 2005 |
+11.94 | +8.24 | -8.6 | 3.2 | -1.7 | 5.8 | 3.5 | 4.6 | 7.1 | -4.1 | 1.3 | -2.9 | 4.2 | 0.0 |
| 2004 |
+30.76 | +26.64 | 4.3 | 1.6 | 5.4 | -14.6 | 7.1 | 2.8 | 0.5 | 7.8 | -0.2 | 5.4 | 4.1 | 4.8 |
| 2003 |
+35.66 | +33.15 | -2.7 | 1.7 | 2.0 | 4.1 | 5.5 | 2.3 | 5.2 | 0.7 | 3.4 | 1.6 | 4.3 | 3.1 |
| 2002 |
+3.75 | +1.35 | -0.2 | 2.0 | 6.2 | 0.6 | 1.3 | 2.8 | -5.3 | 0.2 | -3.5 | -5.0 | 4.4 | 0.8 |
| 2001 |
+12.35 | +10.64 | 0.4 | -1.7 | 0.8 | 2.3 | 2.1 | 5.9 | -2.1 | 3.5 | -3.9 | -3.4 | 5.8 | 2.5 |
| 2000 |
+26.35 | +22.21 | 0.6 | -1.5 | 3.5 | 6.7 | 1.0 | 2.5 | 8.8 | -4.0 | 2.9 | -4.6 | 1.7 | 6.9 |
| 1999 |
-4.04 | -6.55 | -2.4 | -1.6 | -0.4 | 9.6 | 2.1 | -1.9 | -2.9 | -1.0 | -4.1 | -2.2 | -1.5 | 3.1 |
| 1998 |
-16.32 | -17.65 | -1.3 | -1.6 | 2.6 | -3.4 | -0.9 | 0.0 | -6.9 | -9.2 | 6.0 | -1.8 | 1.6 | -1.8 |
| 1997 |
+18.77 | +16.78 | 0.2 | -0.3 | 0.4 | -3.1 | 3.0 | 5.1 | 2.8 | -0.7 | 9.2 | -2.8 | 1.7 | 2.5 |
| 1996 |
+33.84 | +29.54 | 1.0 | 1.2 | 0.1 | -0.1 | 2.2 | 1.8 | 0.4 | 3.6 | 2.2 | 2.5 | 4.5 | 10.7 |
| 1995 |
+12.13 | +9.35 | -2.8 | 1.7 | -0.2 | -0.4 | 4.0 | 2.1 | 1.2 | 0.7 | 1.7 | -3.2 | 1.2 | 6.0 |
| 1994 |
-8.40 | -10.79 | 2.2 | -0.5 | -5.5 | -0.3 | -0.6 | -2.5 | 0.3 | 1.7 | -3.3 | -4.1 | -3.4 | 7.9 |
ETF Returns, up to December 2015, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
