Data Source: from January 1927 to February 2023 (~96 years)
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023
Category: Stocks
ETF: Vanguard Growth (VUG)
ETF • LIVE PERFORMANCE (USD currency)
0.30%
1 Day
Mar 20 2023
2.76%
Current Month
March 2023

In the last 30 Years, the Vanguard Growth (VUG) ETF obtained a 10.01% compound annual return, with a 16.52% standard deviation.

In 2022, the ETF granted a 0.47% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Growth (VUG) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Growth
  • Region: North America
  • Country: U.S.

The Vanguard Growth (VUG) ETF is part of the following Lazy Portfolios:

Portfolio Name Author VUG Weight
Edge Select Aggressive Merrill Lynch 29.00%
Edge Select Moderately Aggressive Merrill Lynch 25.00%
Edge Select Moderate Merrill Lynch 19.00%
Edge Select Moderately Conservative Merrill Lynch 14.00%
Edge Select Conservative Merrill Lynch 5.00%

Historical Returns as of Feb 28, 2023

Historical returns and Metrics of Vanguard Growth (VUG) 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 2004, are retrieved using the historical series of equivalent ETFs / Assets.
VANGUARD GROWTH (VUG) ETF
Portfolio Metrics
Data Source: 1 January 1927 - 28 February 2023 (~96 years)
Swipe left to see all data
Metrics as of Feb 28, 2023
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~96Y)
Portfolio
Return (%)
-1.42 -0.28 -2.73 -15.85 10.42 10.66 13.18 10.72 10.01 9.68
US Inflation (%) 0.56 1.05 1.58 6.04 5.16 3.86 2.63 2.51 2.51 2.99
Infl. Adjusted
Return (%)
-1.97 -1.32 -4.24 -20.64 5.00 6.55 10.28 8.01 7.32 6.49
Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 27.68 24.44 21.37 16.97 16.09 16.52 19.63
Sharpe Ratio -0.65 0.40 0.44 0.74 0.60 0.47 0.29
Sortino Ratio -0.96 0.55 0.60 1.00 0.79 0.63 0.41
MAXIMUM DRAWDOWN
Drawdown Depth (%) -25.49 -33.15 -33.15 -33.15 -47.18 -53.58 -83.85
Start (yyyy mm) 2022 04 2022 01 2022 01 2022 01 2007 11 2000 04 1929 09
Bottom (yyyy mm) 2022 12 2022 12 2022 12 2022 12 2009 02 2002 09 1932 06
Start to Bottom (# months) 9 12 12 12 16 30 34
Start to Recovery (# months) in progress
> 11
> 14
> 14
> 14
40
144
188
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 157.12 46.10 35.70 22.34 19.69 14.47
Worst Return (%) -67.02 -43.00 -18.23 -4.67 1.34 6.95
% Positive Periods 75% 82% 86% 95% 100% 100%
MONTHS
Positive 0 1 3 5 21 39 78 153 226 703
Negative 1 2 3 7 15 21 42 87 134 451
% Positive 0% 33% 50% 42% 58% 65% 65% 64% 63% 61%
WITHDRAWAL RATES (WR)
Safe WR (%) 45.73 26.93 18.86 9.69 8.90 5.92
Perpetual WR (%) 4.77 6.15 9.32 7.41 6.82 6.10
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 Feb 28, 2023

Monthly correlations of Vanguard Growth (VUG) 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).

VANGUARD GROWTH (VUG) ETF
Monthly correlations as of 28 February 2023
Swipe left to see all data
Correlation vs VUG
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.96
0.96
0.95
0.96
0.95
US Large Cap
SPY
0.96
0.95
0.95
0.96
0.96
US Small Cap
IJR
0.91
0.82
0.78
0.77
0.77
US REITs
VNQ
0.90
0.81
0.68
0.54
0.53
US Technology
QQQ
1.00
0.99
0.98
0.89
0.89
Preferred Stocks
PFF
0.85
0.81
0.74
0.42
0.42
EAFE Stocks
EFA
0.83
0.80
0.81
0.75
0.74
World All Countries
VT
0.93
0.92
0.92
0.90
0.89
Emerging Markets
EEM
0.60
0.65
0.65
0.67
0.66
Europe
VGK
0.81
0.79
0.79
0.78
0.76
Pacific
VPL
0.81
0.77
0.76
0.63
0.62
Latin America
FLLA
0.72
0.46
0.46
0.59
0.59
US Total Bond Market
BND
0.74
0.54
0.43
0.17
0.16
Long Term Treasuries
TLT
0.68
0.22
0.13
-0.09
-0.09
US Cash
BIL
0.06
-0.18
-0.13
-0.03
-0.03
TIPS
TIP
0.84
0.67
0.52
0.22
0.21
Invest. Grade Bonds
LQD
0.80
0.69
0.59
0.31
0.31
High Yield Bonds
HYG
0.87
0.80
0.76
0.63
0.62
International Bonds
BNDX
0.86
0.56
0.45
0.15
0.14
Emerg. Market Bonds
EMB
0.78
0.70
0.64
0.52
0.51
Gold
GLD
0.36
0.21
0.12
0.05
0.05
Commodities
DBC
0.28
0.39
0.34
0.29
0.28

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 Vanguard Growth (VUG) ETF: Dividend Yield page.

An investment of 1000$, since March 1993, now would be worth 17499.55$, with a total return of 1649.95% (10.01% annualized).

The Inflation Adjusted Capital now would be 8323.98$, with a net total return of 732.40% (7.32% annualized).
An investment of 1000$, since January 1927, now would be worth 7201929.26$, with a total return of 720092.93% (9.68% annualized).

The Inflation Adjusted Capital now would be 423727.39$, with a net total return of 42272.74% (6.49% annualized).

Drawdowns

Worst drawdowns since March 1993.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-53.58% Apr 2000 Sep 2002 30 Mar 2012 114 144
-33.15% Jan 2022 Dec 2022 12 in progress 2 14
-16.39% Feb 2020 Mar 2020 2 May 2020 2 4
-16.23% Oct 2018 Dec 2018 3 Apr 2019 4 7
-13.04% Aug 1998 Aug 1998 1 Oct 1998 2 3
-9.25% Aug 2015 Feb 2016 7 Jul 2016 5 12
-7.58% Sep 2020 Oct 2020 2 Nov 2020 1 3
-6.67% Jan 2000 Jan 2000 1 Mar 2000 2 3
-6.64% Aug 1997 Aug 1997 1 Nov 1997 3 4
-6.57% Apr 2012 May 2012 2 Aug 2012 3 5
-6.46% Feb 1994 Jun 1994 5 Aug 1994 2 7
-6.34% May 2019 May 2019 1 Jun 2019 1 2
-5.33% Feb 2018 Mar 2018 2 Jun 2018 3 5
-5.32% Sep 2021 Sep 2021 1 Oct 2021 1 2
-4.80% Mar 1997 Mar 1997 1 Apr 1997 1 2
-4.63% Apr 1993 Apr 1993 1 Oct 1993 6 7
-4.55% Jul 1996 Jul 1996 1 Sep 1996 2 3
-3.93% Feb 1999 Feb 1999 1 Mar 1999 1 2
-3.92% Mar 2015 Mar 2015 1 May 2015 2 3
-3.52% Jul 1999 Sep 1999 3 Oct 1999 1 4

Worst drawdowns since January 1927.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-83.85% Sep 1929 Jun 1932 34 Apr 1945 154 188
-53.60% Jan 1973 Sep 1974 21 Jul 1980 70 91
-53.58% Apr 2000 Sep 2002 30 Mar 2012 114 144
-33.15% Jan 2022 Dec 2022 12 in progress 2 14
-31.48% Sep 1987 Nov 1987 3 May 1989 18 21
-26.23% Jun 1969 Jun 1970 13 Mar 1971 9 22
-25.09% Jan 1962 Jun 1962 6 Oct 1963 16 22
-22.33% Jun 1946 Nov 1946 6 Sep 1949 34 40
-19.54% Dec 1980 Jul 1982 20 Oct 1982 3 23
-16.39% Feb 2020 Mar 2020 2 May 2020 2 4
-16.23% Oct 2018 Dec 2018 3 Apr 2019 4 7
-15.90% Feb 1966 Sep 1966 8 Mar 1967 6 14
-15.81% Jul 1990 Sep 1990 3 Feb 1991 5 8
-15.00% Jul 1983 May 1984 11 Jan 1985 8 19
-14.38% Aug 1957 Dec 1957 5 Jul 1958 7 12
-13.04% Aug 1998 Aug 1998 1 Oct 1998 2 3
-11.66% Jul 1986 Sep 1986 3 Jan 1987 4 7
-11.02% Aug 1956 Feb 1957 7 Jul 1957 5 12
-9.65% Jan 1960 Oct 1960 10 Jan 1961 3 13
-9.25% Aug 2015 Feb 2016 7 Jul 2016 5 12

Rolling Returns ( more details)

Vanguard Growth (VUG) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
11.86 157.12
Jul 1932 - Jun 1933
-67.02
Jul 1931 - Jun 1932
25.28%
2 Years
10.76 59.06
Jul 1932 - Jun 1934
-53.28
Jun 1930 - May 1932
18.92%
3 Years
10.20 46.10
Mar 1933 - Feb 1936
-43.00
Jul 1929 - Jun 1932
17.78%
5 Years
9.93 35.70
Jun 1932 - May 1937
-18.23
Apr 1928 - Mar 1933
13.79%
7 Years
10.04 24.72
Jul 1993 - Jun 2000
-6.35
Apr 1928 - Mar 1935
9.24%
10 Years
10.06 22.34
Apr 1990 - Mar 2000
-4.67
Mar 1999 - Feb 2009
5.31%
15 Years
10.04 21.18
Jan 1985 - Dec 1999
-0.92
Sep 1929 - Aug 1944
0.92%
20 Years
10.21 19.69
Apr 1980 - Mar 2000
1.34
Sep 1929 - Aug 1949
0.00%
30 Years
10.49 14.47
Jul 1970 - Jun 2000
6.95
Sep 1929 - Aug 1959
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 Vanguard Growth (VUG) ETF: Rolling Returns page.

Seasonality

Vanguard Growth (VUG) 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
2.46
60%
-1.59
40%
-0.87
60%
2.82
80%
0.20
40%
2.08
80%
5.72
100%
2.57
60%
-3.94
40%
0.58
60%
4.06
100%
-1.61
60%
 Capital Growth on monthly avg returns
100
102.46
100.83
99.95
102.77
102.97
105.11
111.12
113.98
109.49
110.12
114.59
112.74
Best 10.4
2023
3.7
2019
3.8
2022
15.1
2020
7.1
2020
6.8
2019
13.0
2022
10.1
2020
0.5
2018
8.3
2021
10.4
2020
4.2
2020
Worst -9.4
2022
-6.5
2020
-10.6
2020
-12.9
2022
-6.3
2019
-8.5
2022
2.3
2019
-5.0
2022
-10.4
2022
-9.1
2018
0.6
2018
-8.4
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
1.21
50%
0.50
50%
0.24
60%
2.01
80%
1.31
70%
0.79
50%
4.32
90%
1.02
50%
-1.79
50%
1.94
70%
2.95
100%
-0.60
60%
 Capital Growth on monthly avg returns
100
101.21
101.71
101.95
103.99
105.35
106.19
110.78
111.90
109.90
112.03
115.34
114.65
Best 10.4
2023
6.2
2015
7.2
2016
15.1
2020
7.1
2020
6.8
2019
13.0
2022
10.1
2020
4.8
2013
9.0
2015
10.4
2020
4.2
2020
Worst -9.4
2022
-6.5
2020
-10.6
2020
-12.9
2022
-6.3
2019
-8.5
2022
-1.6
2014
-6.3
2015
-10.4
2022
-9.1
2018
0.1
2015
-8.4
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
1.39
63%
0.33
54%
0.71
61%
1.45
60%
0.40
60%
1.17
56%
2.06
63%
1.15
60%
-1.07
49%
0.83
63%
1.34
67%
1.42
75%
 Capital Growth on monthly avg returns
100
101.39
101.72
102.45
103.94
104.35
105.57
107.75
108.99
107.83
108.72
110.18
111.74
Best 14.6
1987
12.4
1931
11.2
1928
42.9
1933
16.5
1933
25.4
1938
39.7
1932
39.4
1932
16.7
1939
22.3
1974
12.3
1928
14.3
1991
Worst -9.4
2022
-18.1
1933
-24.3
1938
-20.6
1932
-24.1
1932
-16.3
1930
-11.5
1974
-13.0
1998
-27.7
1931
-22.9
1987
-14.9
1929
-11.9
1931
Monthly Seasonality over the period Jan 1927 - Feb 2023

Monthly/Yearly Returns

Vanguard Growth (VUG) ETF data source starts from January 1927: 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 1927 - Feb 2023
703 Positive Months (61%) - 451 Negative Months (39%)
MONTHLY RETURNS TABLE
Jan 1927 - 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
+8.81 +7.35 10.4 -1.4
2022
-33.15 -37.21 -9.4 -4.6 3.8 -12.9 -2.7 -8.5 13.0 -5.0 -10.4 4.1 4.6 -8.4
2021
+27.34 +18.97 -1.0 0.8 1.8 6.9 -1.4 6.0 3.2 3.7 -5.3 8.3 0.7 1.6
2020
+40.22 +38.33 3.1 -6.5 -10.6 15.1 7.1 4.9 7.6 10.1 -4.7 -3.0 10.4 4.2
2019
+37.03 +33.97 9.2 3.7 3.1 4.7 -6.3 6.8 2.3 -0.6 0.3 2.6 4.0 3.0
2018
-3.31 -5.12 6.8 -2.9 -2.5 0.3 4.4 1.2 2.5 4.7 0.5 -9.1 0.6 -8.4
2017
+27.72 +25.08 3.5 4.4 1.3 2.3 2.8 -0.4 2.5 1.2 1.0 2.9 2.4 0.9
2016
+6.28 +4.12 -6.0 -0.4 7.2 -0.8 2.5 -0.7 4.8 -0.3 0.6 -2.6 1.2 1.2
2015
+3.25 +2.50 -1.5 6.2 -3.9 2.8 1.5 -1.7 3.3 -6.3 -2.9 9.0 0.1 -2.4
2014
+13.61 +12.76 -3.1 5.6 -1.6 0.0 3.6 2.4 -1.6 4.6 -1.8 3.0 3.1 -1.0
2013
+32.48 +30.52 4.4 0.8 3.7 1.6 1.7 -2.1 5.6 -1.9 4.8 4.3 2.4 3.4
2012
+17.02 +15.01 6.3 4.8 3.5 -0.3 -6.3 2.9 1.2 3.4 2.1 -3.1 2.0 0.1
2011
+1.82 -1.11 1.9 2.8 0.3 3.1 -0.7 -1.4 -0.7 -5.7 -7.4 11.6 -0.2 -0.5
2010
+17.21 +15.49 -4.6 3.9 5.9 1.5 -8.3 -5.7 7.5 -4.7 10.8 5.2 1.0 5.5
2009
+36.13 +32.52 -4.9 -7.5 7.9 10.0 4.6 1.2 7.1 2.0 4.3 -1.3 6.0 3.3
2008
-38.02 -38.08 -8.0 -1.1 -1.0 6.0 3.5 -6.7 -1.6 1.2 -11.2 -17.8 -8.7 1.3
2007
+12.52 +8.10 2.6 -1.9 0.5 4.4 3.5 -1.0 -2.1 1.9 4.5 3.0 -3.2 0.1
2006
+9.19 +6.49 2.2 -0.3 1.5 0.0 -3.4 -0.4 -2.2 3.1 2.9 3.3 2.4 0.0
2005
+5.02 +1.55 -3.1 1.4 -1.9 -2.4 5.4 -0.3 4.4 -1.4 0.5 -0.8 4.2 -0.5
2004
+7.20 +3.82 2.2 0.9 -1.6 -1.5 1.9 1.1 -5.5 -0.7 1.3 1.6 3.8 3.7
2003
+25.92 +23.60 -2.6 -0.3 2.0 6.8 3.3 1.2 2.6 2.3 -1.7 6.2 0.9 3.0
2002
-23.68 -25.45 -0.2 -3.0 2.3 -7.2 -2.0 -8.0 -4.7 0.6 -10.4 9.2 4.8 -6.5
2001
-12.93 -14.26 2.8 -11.8 -9.1 8.9 0.2 -1.3 -0.3 -6.7 -6.7 3.6 8.8 0.2
2000
-22.21 -24.76 -6.7 2.1 9.2 -5.0 -4.1 8.2 -4.4 5.8 -9.8 -2.6 -10.7 -4.4
1999
+28.76 +25.39 6.2 -3.9 4.8 -0.2 -2.9 7.3 -3.2 1.3 -1.7 6.9 4.3 7.8
1998
+42.21 +39.95 3.4 6.9 5.1 0.8 -2.0 7.1 0.0 -13.0 6.7 8.4 6.8 7.7
1997
+36.34 +34.06 7.9 0.8 -4.8 8.1 5.9 5.1 7.9 -6.6 5.1 -3.0 5.4 1.2
1996
+23.74 +19.76 3.8 0.9 -0.4 1.9 3.6 1.2 -4.5 1.4 6.9 2.2 7.5 -2.3
1995
+38.06 +34.65 2.5 3.8 3.1 2.7 3.6 3.8 3.2 -0.3 4.9 0.8 3.6 1.2
1994
+2.89 +0.21 2.1 -1.7 -4.7 0.5 1.5 -2.1 3.2 5.3 -1.4 2.3 -3.3 1.7
1993
+1.53 -1.19 -1.2 -0.8 1.4 -4.6 3.6 -0.9 -2.1 3.6 -1.5 3.7 0.0 0.7
1992
+6.61 +3.61 -2.0 0.6 -2.6 0.5 0.9 -2.6 4.3 -1.3 1.6 2.2 4.4 0.6
1991
+44.61 +40.31 5.4 8.0 4.5 0.0 4.3 -4.6 6.0 3.7 -2.0 1.4 -2.1 14.3
1990
+1.54 -4.30 -7.4 0.2 4.1 -0.9 11.1 1.4 -1.2 -9.6 -5.7 0.2 7.5 3.9
1989
+35.83 +29.80 6.6 -2.0 2.7 5.8 5.1 -1.2 10.6 1.4 0.3 -1.7 2.3 1.8
1988
+13.21 +8.42 2.5 5.7 -3.1 -0.6 -0.1 5.0 -1.6 -3.0 5.1 2.2 -1.9 2.7
1987
+6.44 +1.92 14.6 7.3 1.7 -1.8 1.0 5.1 4.8 4.8 -2.8 -22.9 -8.6 8.7
1986
+16.96 +15.69 1.0 8.7 6.3 -0.1 5.7 2.1 -6.9 5.2 -9.8 5.7 2.0 -2.4
1985
+33.57 +28.68 9.7 1.3 -1.0 -1.8 6.4 1.7 0.4 -1.2 -3.6 4.3 8.9 5.3
1984
+1.56 -2.30 -4.0 -4.9 1.9 0.6 -4.6 4.3 -1.2 11.2 -2.1 1.0 -2.1 2.6
1983
+16.92 +12.65 2.9 3.3 2.7 5.8 0.6 5.7 -5.1 -1.1 2.7 -3.3 2.7 -0.6
1982
+20.33 +15.89 -2.4 -6.8 -1.8 5.5 -3.2 -2.3 -1.7 11.7 2.1 12.1 6.0 1.3
1981
-6.20 -13.89 -5.6 3.0 4.5 -2.1 0.5 -2.7 1.1 -6.7 -6.3 8.0 4.1 -2.9
1980
+35.59 +20.51 5.4 -2.9 -9.5 3.7 6.0 3.2 9.3 2.1 4.3 1.7 11.5 -2.2
1979
+17.44 +3.66 3.6 -3.5 5.9 0.2 -1.6 3.5 0.7 6.7 -0.9 -6.8 6.5 2.9
1978
+7.11 -1.75 -6.5 -2.3 2.6 10.7 2.1 -1.5 6.7 3.7 -2.5 -10.0 2.9 2.7
1977
-8.66 -14.39 -6.5 -1.7 -1.5 -1.1 -1.9 5.6 -1.4 0.5 -0.5 -4.2 4.1 0.2
1976
+14.85 +9.52 11.5 -2.2 2.8 -2.3 -1.3 5.3 -1.1 -0.2 1.8 -2.7 -1.0 4.2
1975
+33.10 +24.46 11.3 9.9 3.5 4.7 5.0 3.8 -8.5 -2.9 -4.4 7.4 3.5 -2.4
1974
-32.34 -39.77 -1.6 -1.6 -1.7 -3.5 -1.0 -1.7 -11.5 -9.8 -15.4 22.3 -4.3 -4.1
1973
-23.09 -29.25 -1.9 -2.7 -1.4 -6.4 -0.6 -1.0 5.7 -3.7 0.4 -0.1 -11.3 -2.1
1972
+22.97 +18.92 3.3 4.6 1.6 0.8 3.4 -0.5 1.1 0.7 0.0 0.8 2.3 2.8
1971
+23.17 +19.27 5.1 1.9 4.6 4.5 -3.2 1.0 -3.1 4.4 0.2 -3.1 0.7 8.9
1970
-4.04 -9.10 -8.0 4.9 -0.3 -9.6 -6.7 -5.7 7.2 4.3 3.2 -1.8 4.7 5.7
1969
+1.14 -4.77 0.2 -3.7 4.5 3.1 0.8 -4.3 -4.7 4.9 -1.3 5.1 -2.1 -0.7
1968
+5.55 +0.80 -4.6 -3.4 0.7 8.0 1.1 0.7 -2.1 5.3 -0.4 0.6 4.8 -4.5
1967
+30.10 +26.27 8.6 1.0 4.7 4.9 -4.5 2.4 5.1 2.9 0.4 -2.2 0.8 3.2
1966
-10.36 -13.36 0.7 -1.6 -2.0 2.3 -5.2 -1.4 -1.1 -7.5 -0.4 5.1 0.6 0.1
1965
+16.14 +13.95 3.9 0.4 -0.9 4.0 -0.2 -4.3 1.9 2.8 3.7 3.2 -0.3 1.4
1964
+17.02 +15.90 3.0 1.3 1.8 0.9 1.4 1.9 2.1 -1.3 3.2 1.1 -0.2 0.7
1963
+21.83 +19.86 5.1 -2.7 3.8 5.1 1.6 -1.8 -0.2 5.1 -0.9 3.5 -0.9 2.7
1962
-14.46 -15.59 -4.0 1.4 -0.8 -6.5 -9.0 -8.7 6.3 1.3 -5.3 0.2 10.5 1.2
1961
+23.66 +22.84 6.3 2.7 2.6 0.4 2.0 -2.9 3.3 2.0 -2.0 2.9 4.1 0.4
1960
-1.25 -2.58 -7.0 1.1 -1.3 -1.6 2.8 2.1 -2.4 2.8 -6.0 -0.1 4.2 4.9
1959
+14.90 +12.95 0.9 0.5 0.6 4.4 2.4 0.1 3.9 -1.0 -4.0 1.6 1.8 3.2
1958
+41.10 +38.66 4.5 -1.9 3.3 3.4 1.7 2.8 4.5 1.4 5.1 2.7 2.4 5.4
1957
-9.44 -11.99 -3.8 -2.8 2.4 4.1 4.1 0.3 1.6 -5.2 -5.7 -2.7 2.1 -3.6
1956
+4.37 +1.34 -3.5 3.6 7.1 -0.1 -6.5 4.1 5.4 -3.7 -4.5 0.7 -1.0 3.7
1955
+28.70 +28.22 1.9 0.5 -0.4 3.9 0.0 8.5 6.3 -0.7 1.3 -3.0 7.8 0.0
1954
+47.71 +48.82 5.2 0.4 3.1 5.1 3.4 0.2 5.9 -3.4 8.6 -1.9 8.4 5.3
1953
+3.02 +2.26 0.1 -1.0 -1.6 -1.8 0.6 -0.8 3.3 -4.8 1.0 5.8 1.7 1.0
1952
+14.22 +13.36 1.7 -3.5 4.9 -4.2 2.5 4.9 2.0 -1.3 -1.9 0.0 5.0 3.8
1951
+20.40 +13.59 6.4 0.9 -1.6 5.2 -3.8 -2.4 7.3 4.8 -0.3 -1.2 0.0 4.3
1950
+24.57 +17.59 1.8 1.1 0.5 4.7 4.1 -5.8 1.0 3.5 6.0 0.7 0.1 5.1
1949
+25.55 +28.21 1.3 -2.8 4.2 -0.9 -2.5 1.0 7.3 2.3 3.3 3.9 1.2 5.2
1948
+4.15 +1.12 -3.6 -4.3 8.1 3.1 8.2 0.7 -5.1 1.2 -2.6 7.2 -10.5 3.6
1947
+4.51 -3.98 2.6 -1.1 -1.3 -3.6 -0.6 5.7 4.0 -2.5 -1.0 2.6 -2.5 2.5
1946
-9.12 -23.07 7.2 -6.7 4.9 4.0 2.5 -3.7 -2.3 -7.1 -9.9 -0.5 -0.9 4.7
1945
+32.02 +29.11 1.5 6.2 -4.6 8.9 1.2 -0.3 -2.0 6.0 4.4 3.2 3.4 1.1
1944
+16.82 +14.19 1.7 -0.1 1.9 -1.1 4.3 5.4 -1.9 1.1 -0.1 0.2 0.6 3.8
1943
+18.54 +15.14 7.1 5.0 5.2 0.0 4.5 2.0 -5.6 1.0 2.4 -1.4 -8.0 6.2
1942
+16.66 +7.00 1.7 -2.9 -5.8 -4.1 6.8 2.2 3.5 1.0 3.0 6.9 -1.2 5.6
1941
-12.60 -20.49 -4.3 -1.0 0.9 -6.0 0.8 6.0 6.0 -0.4 -0.5 -6.3 -3.7 -4.0
1940
-9.89 -10.53 -3.1 1.1 1.5 -0.1 -23.5 8.3 3.6 3.1 1.6 4.4 -3.7 0.2
1939
+4.06 +4.06 -6.1 4.1 -12.7 0.3 7.0 -5.4 11.5 -6.1 16.7 -0.6 -3.9 3.1
1938
+34.94 +38.80 2.2 6.9 -24.3 14.9 -3.6 25.4 7.7 -2.2 2.1 7.9 -2.8 4.2
1937
-34.21 -36.03 4.3 1.9 -0.6 -7.8 -0.6 -4.7 10.7 -5.0 -13.6 -9.5 -9.4 -4.3
1936
+26.68 +24.87 6.4 1.5 2.3 -8.0 4.5 3.0 7.0 0.7 0.1 7.8 0.3 -0.7
1935
+43.48 +39.32 -4.1 -4.0 -3.2 9.8 3.3 6.9 8.6 2.3 2.5 7.9 4.0 4.0
1934
+9.05 +7.43 11.9 -2.6 1.2 -1.5 -6.8 3.2 -9.7 6.3 0.9 -1.8 8.9 0.7
1933
+53.10 +51.94 1.2 -18.1 3.9 42.9 16.5 13.5 -8.6 11.8 -11.1 -8.7 10.7 2.5
1932
-14.85 -5.10 -2.8 5.5 -11.9 -20.6 -24.1 -1.0 39.7 39.4 -3.8 -14.7 -6.2 5.5
1931
-37.18 -30.73 6.0 12.4 -6.1 -8.6 -12.5 14.6 -6.3 2.0 -27.7 9.2 -7.9 -11.9
1930
-26.08 -21.03 6.6 2.4 8.3 -0.7 -1.4 -16.3 4.0 1.1 -12.9 -8.6 -1.8 -7.2
1929
-18.08 -18.55 5.2 -1.0 -0.7 1.2 -4.9 11.2 4.3 9.9 -5.5 -21.5 -14.9 2.3
1928
+43.51 +45.19 -0.1 -1.4 11.2 3.6 1.6 -3.7 1.6 7.8 2.7 1.8 12.3 0.6
1927
+44.34 +47.68 -1.1 5.8 1.6 2.7 6.1 0.0 7.2 5.2 3.9 -3.4 7.3 2.6

ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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