Data Source: from January 1871 to December 2022 (~152 years)
Consolidated Returns as of 31 December 2022
Live Update: Jan 27 2023
Category: Fixed Income
ETF: SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL)
ETF • LIVE PERFORMANCE (USD currency)
0.01%
1 Day
Jan 27 2023
0.27%
Current Month
January 2023

In the last 30 Years, the SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF obtained a 2.18% compound annual return, with a 0.62% standard deviation.

In 2022, the ETF granted a 1.36% dividend yield. If you are interested in getting periodic income, please refer to the SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Bond
  • Region: North America
  • Country: U.S.
  • Bond - Duration: Ultra Short-Term

The SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF is part of the following Lazy Portfolios:

Portfolio Name Author BIL Weight
Edge Select Conservative Merrill Lynch 24.00%
Edge Select Moderate Merrill Lynch 2.00%
Edge Select Moderately Aggressive Merrill Lynch 2.00%
Edge Select Aggressive Merrill Lynch 2.00%
Edge Select Moderately Conservative Merrill Lynch 2.00%
Robo Advisor 90 Betterment 0.60%
Permanent Portfolio Harry Browne 25.00%
Pinwheel 10.00%
Sandwich Portfolio Bob Clyatt 4.00%
7Twelve Portfolio Craig Israelsen 8.34%
Conservative Income Charles Schwab 25.00%
Late Sixties and Beyond Burton Malkiel 10.00%
Late Thirties to Early Forties Burton Malkiel 5.00%
Mid-Fifties Burton Malkiel 5.00%
Mid-Twenties Burton Malkiel 5.00%
Permanent Portfolio with Bitcoin Harry Browne 25.00%
One-Decision Portfolio Marvin Appel 30.00%
Long Term Portfolio Ben Stein 20.00%
Eliminate Fat Tails Larry Swedroe 35.00%
Perfect Portfolio Ben Stein 20.00%

Historical Returns as of Dec 31, 2022

Historical returns and Metrics of SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) 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 2007, are retrieved using the historical series of equivalent ETFs / Assets.
SPDR BLMBG BARCLAYS 1-3 MTH T-BILL (BIL) ETF
Portfolio Metrics
Data Source: 1 January 1871 - 31 December 2022 (~152 years)
Swipe left to see all data
Metrics as of Dec 31, 2022
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~152Y)
Portfolio
Return (%)
0.36 0.84 1.28 1.40 0.57 1.09 0.60 1.11 2.18 3.99
US Inflation (%) -0.31 0.00 0.16 6.45 4.92 3.78 2.60 2.51 2.49 2.11
Infl. Adjusted
Return (%)
0.67 0.84 1.11 -4.74 -4.15 -2.59 -1.95 -1.36 -0.30 1.84
Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 0.43 0.34 0.33 0.28 0.47 0.62 0.77
Sharpe Ratio 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Sortino Ratio 0.00 0.00 0.00 0.00 0.00 0.00 0.00
MAXIMUM DRAWDOWN
Drawdown Depth (%) -0.02 -0.16 -0.16 -0.28 -0.42 -0.42 -0.42
Start (yyyy mm) 2022 02 2020 04 2020 04 2013 06 2009 11 2009 11 2009 11
Bottom (yyyy mm) 2022 02 2022 02 2022 02 2015 12 2015 12 2015 12 2015 12
Start to Bottom (# months) 1 23 23 31 74 74 74
Start to Recovery (# months) in progress
2
28
28
49
94
94
94
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 15.22 12.62 11.14 9.20 7.73 6.80
Worst Return (%) -0.15 -0.10 -0.08 0.16 0.52 1.10
% Positive Periods 95% 96% 98% 100% 100% 100%
MONTHS
Positive 1 3 6 10 22 46 87 188 308 1772
Negative 0 0 0 2 14 14 33 52 52 52
% Positive 100% 100% 100% 83% 61% 77% 73% 78% 86% 97%
WITHDRAWAL RATES (WR)
Safe WR (%) 31.41 19.43 9.40 4.65 3.77 5.07
Perpetual WR (%) 0.00 0.00 0.00 0.00 0.00 1.81
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 SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) 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).

SPDR BLMBG BARCLAYS 1-3 MTH T-BILL (BIL) ETF
Monthly correlations as of 31 December 2022
Swipe left to see all data
Correlation vs BIL
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.04
-0.24
-0.19
-0.03
-0.03
US Large Cap
SPY
0.03
-0.23
-0.18
-0.02
-0.02
US Small Cap
IJR
-0.05
-0.29
-0.23
-0.05
-0.06
US REITs
VNQ
0.00
-0.21
-0.17
-0.01
-0.01
US Technology
QQQ
0.02
-0.22
-0.17
-0.02
-0.02
Preferred Stocks
PFF
0.08
-0.20
-0.18
-0.09
-0.08
EAFE Stocks
EFA
0.27
-0.14
-0.10
-0.04
-0.04
World All Countries
VT
0.13
-0.22
-0.16
-0.05
-0.05
Emerging Markets
EEM
0.33
-0.11
-0.06
-0.03
-0.03
Europe
VGK
0.27
-0.15
-0.10
0.01
0.00
Pacific
VPL
0.25
-0.14
-0.12
-0.08
-0.09
Latin America
FLLA
-0.16
-0.19
-0.08
-0.01
-0.01
US Total Bond Market
BND
0.23
0.11
0.06
0.15
0.16
Long Term Treasuries
TLT
0.27
0.20
0.10
0.06
0.06
TIPS
TIP
-0.10
-0.16
-0.07
0.11
0.11
Invest. Grade Bonds
LQD
0.25
0.03
0.01
0.00
0.01
High Yield Bonds
HYG
0.07
-0.16
-0.12
-0.03
-0.03
International Bonds
BNDX
0.01
0.01
-0.06
0.06
0.07
Emerg. Market Bonds
EMB
0.41
-0.02
-0.03
0.07
0.07
Gold
GLD
0.34
0.11
0.16
0.00
0.00
Commodities
DBC
-0.50
-0.41
-0.14
0.03
0.03

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 SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: Dividend Yield page.

An investment of 1000$, since January 1993, now would be worth 1911.34$, with a total return of 91.13% (2.18% annualized).

The Inflation Adjusted Capital now would be 913.82$, with a net total return of -8.62% (-0.30% annualized).
An investment of 1000$, since January 1871, now would be worth 380133.28$, with a total return of 37913.33% (3.99% annualized).

The Inflation Adjusted Capital now would be 15975.47$, with a net total return of 1497.55% (1.84% 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
-0.42% Nov 2009 Dec 2015 74 Aug 2017 20 94
-0.28% Oct 2008 Nov 2008 2 May 2009 6 8
-0.16% Apr 2020 Feb 2022 23 Jul 2022 5 28
-0.08% Jun 2009 Jul 2009 2 Sep 2009 2 4
-0.07% Apr 2008 Apr 2008 1 May 2008 1 2

Worst drawdowns since January 1871.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-0.42% Nov 2009 Dec 2015 74 Aug 2017 20 94
-0.28% Oct 2008 Nov 2008 2 May 2009 6 8
-0.16% Apr 2020 Feb 2022 23 Jul 2022 5 28
-0.08% Jun 2009 Jul 2009 2 Sep 2009 2 4
-0.07% Apr 2008 Apr 2008 1 May 2008 1 2

Rolling Returns ( more details)

SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
4.02 15.22
Dec 1980 - Nov 1981
-0.15
Oct 2014 - Sep 2015
4.63%
2 Years
4.02 13.49
Sep 1980 - Aug 1982
-0.11
Nov 2013 - Oct 2015
3.94%
3 Years
4.02 12.62
Aug 1979 - Jul 1982
-0.10
Nov 2012 - Oct 2015
3.58%
5 Years
4.01 11.14
Nov 1979 - Oct 1984
-0.08
Nov 2010 - Oct 2015
2.38%
7 Years
4.02 10.49
Aug 1978 - Jul 1985
-0.05
Oct 2008 - Sep 2015
1.26%
10 Years
4.03 9.20
Nov 1977 - Oct 1987
0.16
Oct 2008 - Sep 2018
0.00%
15 Years
4.08 8.33
Nov 1976 - Oct 1991
0.29
Jan 1933 - Dec 1947
0.00%
20 Years
4.10 7.73
Jul 1972 - Jun 1992
0.52
Jan 1932 - Dec 1951
0.00%
30 Years
4.13 6.80
Feb 1968 - Jan 1998
1.10
Jan 1931 - Dec 1960
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 SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF: Rolling Returns page.

Seasonality

SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) 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
0.09
100%
0.07
60%
0.11
80%
0.05
60%
0.07
60%
0.08
80%
0.07
80%
0.10
80%
0.10
80%
0.10
80%
0.12
60%
0.13
100%
 Capital Growth on monthly avg returns
100
100.09
100.16
100.27
100.32
100.39
100.47
100.54
100.64
100.74
100.84
100.96
101.09
Best 0.2
2019
0.2
2019
0.2
2020
0.2
2019
0.2
2019
0.2
2019
0.2
2019
0.2
2022
0.2
2022
0.2
2018
0.3
2022
0.4
2022
Worst 0.0
2022
0.0
2022
0.0
2021
0.0
2020
0.0
2020
0.0
2021
0.0
2021
0.0
2021
0.0
2020
0.0
2021
0.0
2021
0.0
2021
Monthly Seasonality over the period Jan 2018 - 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
0.05
90%
0.04
80%
0.05
70%
0.03
60%
0.04
70%
0.04
60%
0.04
80%
0.06
90%
0.05
70%
0.05
60%
0.06
60%
0.07
80%
 Capital Growth on monthly avg returns
100
100.05
100.09
100.14
100.17
100.21
100.25
100.30
100.36
100.41
100.47
100.52
100.60
Best 0.2
2019
0.2
2019
0.2
2020
0.2
2019
0.2
2019
0.2
2019
0.2
2019
0.2
2022
0.2
2022
0.2
2018
0.3
2022
0.4
2022
Worst 0.0
2015
0.0
2022
0.0
2014
0.0
2015
0.0
2015
0.0
2016
0.0
2014
0.0
2021
0.0
2015
0.0
2014
0.0
2016
0.0
2015
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
0.32
99%
0.32
97%
0.33
97%
0.33
96%
0.33
98%
0.32
96%
0.33
97%
0.33
99%
0.33
97%
0.33
96%
0.32
95%
0.33
97%
 Capital Growth on monthly avg returns
100
100.32
100.64
100.97
101.30
101.63
101.96
102.29
102.63
102.97
103.31
103.64
103.99
Best 1.0
1981
1.1
1981
1.2
1980
1.3
1980
1.2
1981
1.3
1981
1.2
1981
1.3
1981
1.2
1981
1.2
1981
1.1
1981
1.3
1980
Worst 0.0
2015
0.0
2022
0.0
2014
-0.1
2008
0.0
2015
0.0
2012
-0.1
2009
0.0
2021
0.0
2015
-0.2
2008
-0.1
2008
0.0
2015
Monthly Seasonality over the period Jan 1871 - Dec 2022

Monthly/Yearly Returns

SPDR Blmbg Barclays 1-3 Mth T-Bill (BIL) ETF data source starts from January 1871: 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 1871 - Dec 2022
1772 Positive Months (97%) - 52 Negative Months (3%)
MONTHLY RETURNS TABLE
Jan 1871 - 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
+1.40 -4.74 0.0 0.0 0.0 0.0 0.0 0.1 0.0 0.2 0.2 0.2 0.3 0.4
2021
-0.10 -6.67 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2020
+0.40 -0.95 0.1 0.1 0.2 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2019
+2.03 -0.25 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.1 0.1
2018
+1.74 -0.17 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.1 0.2 0.2 0.2
2017
+0.69 -1.39 0.0 0.1 0.0 0.1 0.0 0.1 0.0 0.1 0.1 0.1 0.1 0.1
2016
+0.11 -1.93 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2015
-0.13 -0.85 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2014
-0.07 -0.82 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2013
-0.09 -1.57 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2012
-0.04 -1.75 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2011
-0.04 -2.92 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2010
-0.04 -1.52 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2009
+0.27 -2.39 0.2 0.0 0.0 0.1 0.0 0.0 -0.1 0.1 0.0 0.0 0.0 0.0
2008
+1.59 +1.49 0.4 0.2 0.2 -0.1 0.1 0.2 0.2 0.1 0.5 -0.2 -0.1 0.0
2007
+4.67 +0.56 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.3 0.3 0.3 0.3
2006
+4.81 +2.22 0.4 0.3 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
2005
+2.98 -0.42 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3 0.3 0.3 0.3
2004
+1.19 -2.00 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2
2003
+1.02 -0.84 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
2002
+1.63 -0.73 0.1 0.1 0.1 0.2 0.1 0.1 0.2 0.1 0.1 0.1 0.1 0.1
2001
+3.82 +2.24 0.5 0.4 0.4 0.4 0.3 0.3 0.3 0.3 0.3 0.2 0.2 0.2
2000
+5.88 +2.41 0.4 0.4 0.5 0.5 0.5 0.4 0.5 0.5 0.5 0.6 0.5 0.5
1999
+4.69 +1.95 0.4 0.4 0.4 0.4 0.3 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1998
+4.85 +3.19 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.5 0.3 0.3 0.4
1997
+5.25 +3.49 0.5 0.4 0.4 0.4 0.5 0.4 0.4 0.4 0.4 0.4 0.4 0.5
1996
+5.20 +1.82 0.4 0.4 0.4 0.5 0.4 0.4 0.5 0.4 0.4 0.4 0.4 0.5
1995
+5.60 +2.98 0.4 0.4 0.5 0.4 0.5 0.5 0.4 0.5 0.4 0.5 0.4 0.5
1994
+3.90 +1.19 0.3 0.2 0.3 0.3 0.3 0.3 0.3 0.4 0.4 0.4 0.4 0.4
1993
+2.90 +0.15 0.2 0.2 0.3 0.2 0.2 0.2 0.2 0.3 0.3 0.2 0.2 0.2
1992
+3.51 +0.59 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.2 0.2 0.3
1991
+5.60 +2.46 0.5 0.5 0.4 0.5 0.5 0.4 0.5 0.5 0.5 0.4 0.4 0.4
1990
+7.84 +1.63 0.6 0.6 0.6 0.7 0.7 0.6 0.7 0.7 0.6 0.7 0.6 0.6
1989
+8.38 +3.56 0.6 0.6 0.7 0.7 0.8 0.7 0.7 0.7 0.7 0.7 0.7 0.6
1988
+6.36 +1.86 0.3 0.5 0.4 0.5 0.5 0.5 0.5 0.6 0.6 0.6 0.6 0.6
1987
+5.47 +0.99 0.4 0.4 0.5 0.4 0.4 0.5 0.5 0.5 0.5 0.6 0.3 0.4
1986
+6.16 +5.00 0.6 0.5 0.6 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.4 0.5
1985
+7.72 +3.78 0.6 0.6 0.6 0.7 0.7 0.6 0.6 0.6 0.6 0.6 0.6 0.7
1984
+9.84 +5.66 0.8 0.7 0.7 0.8 0.8 0.8 0.8 0.8 0.9 1.0 0.7 0.6
1983
+8.80 +4.82 0.7 0.6 0.6 0.7 0.7 0.7 0.7 0.8 0.8 0.8 0.7 0.7
1982
+10.53 +6.46 0.8 0.9 1.0 1.1 1.1 1.0 1.1 0.8 0.5 0.6 0.6 0.7
1981
+14.72 +5.32 1.0 1.1 1.2 1.1 1.2 1.3 1.2 1.3 1.2 1.2 1.1 0.9
1980
+11.26 -1.12 0.8 0.9 1.2 1.3 0.8 0.6 0.5 0.6 0.8 0.9 1.0 1.3
1979
+10.38 -2.57 0.8 0.7 0.8 0.8 0.8 0.8 0.8 0.8 0.8 0.9 1.0 1.0
1978
+7.20 -1.67 0.5 0.5 0.5 0.5 0.5 0.5 0.6 0.6 0.6 0.7 0.7 0.8
1977
+5.13 -1.48 0.4 0.3 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.5 0.5 0.5
1976
+5.08 +0.21 0.5 0.3 0.4 0.4 0.4 0.4 0.5 0.4 0.4 0.4 0.4 0.4
1975
+5.80 -1.06 0.6 0.4 0.4 0.4 0.4 0.4 0.5 0.5 0.5 0.6 0.4 0.5
1974
+8.01 -3.85 0.6 0.6 0.6 0.8 0.7 0.6 0.7 0.6 0.8 0.5 0.5 0.7
1973
+6.93 -1.63 0.4 0.4 0.5 0.5 0.5 0.5 0.6 0.7 0.7 0.6 0.6 0.6
1972
+3.84 +0.42 0.3 0.2 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.4 0.4 0.4
1971
+4.49 +1.18 0.4 0.4 0.3 0.3 0.3 0.3 0.4 0.5 0.4 0.4 0.4 0.4
1970
+6.84 +1.20 0.7 0.7 0.6 0.6 0.5 0.6 0.6 0.5 0.5 0.5 0.5 0.4
1969
+6.70 +0.47 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.6 0.6 0.6 0.6 0.6
1968
+5.38 +0.63 0.4 0.4 0.4 0.4 0.5 0.5 0.5 0.4 0.4 0.4 0.5 0.5
1967
+4.38 +1.30 0.4 0.4 0.4 0.4 0.3 0.3 0.3 0.4 0.4 0.4 0.4 0.4
1966
+4.93 +1.42 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.5 0.5 0.4
1965
+3.99 +2.03 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1964
+3.56 +2.56 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1963
+3.14 +1.48 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3 0.3 0.3 0.3 0.3
1962
+2.81 +1.45 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2
1961
+2.36 +1.67 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2
1960
+3.10 +1.72 0.4 0.4 0.3 0.3 0.3 0.3 0.2 0.2 0.2 0.2 0.2 0.2
1959
+3.32 +1.56 0.2 0.2 0.2 0.2 0.3 0.2 0.3 0.3 0.3 0.3 0.3 0.4
1958
+1.80 +0.04 0.3 0.2 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2 0.2
1957
+3.30 +0.39 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1956
+2.61 -0.36 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.3
1955
+1.63 +1.25 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2 0.2 0.2
1954
+0.97 +1.73 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
1953
+1.94 +1.18 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.1 0.1
1952
+1.69 +0.93 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2 0.1 0.2 0.2
1951
+1.49 -4.25 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
1950
+1.20 -4.47 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
1949
+1.16 +3.30 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
1948
+1.00 -1.93 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
1947
+0.55 -7.61 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.1 0.1 0.1 0.1 0.1
1946
+0.36 -15.04 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1945
+0.36 -1.85 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1944
+0.36 -1.89 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1943
+0.36 -2.52 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1942
+0.33 -7.98 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1941
+0.10 -8.94 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1940
+0.01 -0.70 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1939
+0.01 +0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1938
+0.07 +2.93 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1937
+0.27 -2.51 0.0 0.0 0.0 0.0 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1936
+0.19 -1.24 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1935
+0.17 -2.73 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1934
+0.28 -1.22 0.0 0.1 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
1933
+0.96 +0.20 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
1932
+1.09 +12.66 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
1931
+2.30 +12.81 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2
1930
+4.66 +11.81 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1929
+3.17 +2.57 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1928
+3.54 +4.75 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1927
+4.34 +6.76 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1926
+4.41 +5.59 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1925
+3.91 +0.43 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1924
+4.41 +4.41 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1923
+5.03 +2.60 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1922
+4.66 +7.13 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1921
+7.70 +20.77 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6
1920
+7.57 +4.80 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6
1919
+5.66 -7.76 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1918
+6.17 -11.85 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1917
+4.29 -11.69 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1916
+3.66 -7.96 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1915
+3.67 +1.66 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1914
+4.78 +3.74 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1913
+5.79 +2.62 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1912
+4.41 -2.71 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1911
+4.03 +6.22 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1910
+5.41 +14.10 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1909
+3.66 -6.20 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1908
+5.41 +2.02 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1907
+6.42 +8.73 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1906
+5.65 +0.10 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1905
+4.28 +4.29 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1904
+4.41 -0.27 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1903
+5.66 +11.80 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1902
+4.79 -2.18 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1901
+4.41 -0.56 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1900
+4.78 +8.76 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1899
+3.41 -11.50 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1898
+3.64 +2.11 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1897
+3.54 +3.54 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1896
+5.91 +7.50 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1895
+3.17 +0.27 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1894
+3.41 +10.80 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1893
+8.86 +17.67 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7
1892
+4.03 +2.80 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
1891
+6.17 +11.54 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1890
+5.54 +4.21 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1889
+4.78 +11.24 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1888
+5.16 +5.17 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1887
+6.29 +0.14 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1886
+4.34 +9.43 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1885
+4.28 +5.55 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1884
+5.79 +17.93 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
1883
+5.49 +14.18 0.4 0.5 0.5 0.4 0.5 0.5 0.4 0.5 0.5 0.5 0.4 0.5
1882
+5.41 +7.40 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1881
+4.90 -2.01 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1880
+5.22 +7.33 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1879
+4.33 -12.01 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1878
+5.02 +22.10 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1877
+5.15 +18.86 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1876
+5.45 +7.31 0.4 0.4 0.5 0.4 0.4 0.5 0.4 0.4 0.5 0.4 0.4 0.5
1875
+5.07 +10.56 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4
1874
+7.07 +13.31 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6 0.6
1873
+8.69 +15.48 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7
1872
+8.08 +5.66 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7 0.7
1871
+5.98 +4.39 0.0 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Share this page