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 Mid-Cap Value (VOE)
ETF • LIVE PERFORMANCE (USD currency)
1.47%
1 Day
Mar 20 2023
6.93%
Current Month
March 2023

In the last 30 Years, the Vanguard Mid-Cap Value (VOE) ETF obtained a 10.61% compound annual return, with a 16.47% standard deviation.

In 2022, the ETF granted a 2.06% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Mid-Cap Value (VOE) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Mid Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

The Vanguard Mid-Cap Value (VOE) ETF is part of the following Lazy Portfolios:

Portfolio Name Author VOE Weight
Robo Advisor 90 Betterment 6.70%
Robo Advisor 80 Betterment 5.90%
Robo Advisor 10 Betterment 0.50%
Robo Advisor 20 Betterment 1.40%
Robo Advisor 50 Betterment 3.60%
Robo Advisor 100 Betterment 7.50%

Historical Returns as of Feb 28, 2023

Historical returns and Metrics of Vanguard Mid-Cap Value (VOE) 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 2006, are retrieved using the historical series of equivalent ETFs / Assets.
VANGUARD MID-CAP VALUE (VOE) 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 (%)
-3.56 -1.28 4.35 -1.64 12.63 7.32 10.40 11.20 10.61 11.73
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 (%)
-4.10 -2.31 2.73 -7.23 7.10 3.34 7.57 8.47 7.90 8.48
Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 23.24 23.04 20.92 16.49 17.26 16.47 19.56
Sharpe Ratio -0.16 0.52 0.29 0.59 0.58 0.51 0.40
Sortino Ratio -0.22 0.66 0.38 0.77 0.76 0.67 0.54
MAXIMUM DRAWDOWN
Drawdown Depth (%) -17.81 -21.84 -31.25 -31.25 -56.45 -56.45 -88.94
Start (yyyy mm) 2022 04 2020 03 2020 01 2020 01 2007 06 2007 06 1929 09
Bottom (yyyy mm) 2022 09 2020 03 2020 03 2020 03 2009 02 2009 02 1932 05
Start to Bottom (# months) 6 1 3 3 21 21 33
Start to Recovery (# months) in progress
> 11
6
12
12
47
47
178
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 194.14 52.27 43.82 23.64 19.85 17.52
Worst Return (%) -71.09 -49.32 -25.49 -7.53 3.07 8.78
% Positive Periods 74% 87% 92% 96% 100% 100%
MONTHS
Positive 0 1 3 6 22 38 81 160 232 739
Negative 1 2 3 6 14 22 39 80 128 415
% Positive 0% 33% 50% 50% 61% 63% 68% 67% 64% 64%
WITHDRAWAL RATES (WR)
Safe WR (%) 41.76 22.11 16.74 12.63 10.03 5.08
Perpetual WR (%) 6.63 3.23 7.04 7.81 7.32 7.82
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 Mid-Cap Value (VOE) 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 MID-CAP VALUE (VOE) ETF
Monthly correlations as of 28 February 2023
Swipe left to see all data
Correlation vs VOE
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.96
0.94
0.94
0.90
0.90
US Large Cap
SPY
0.97
0.93
0.93
0.89
0.89
US Small Cap
IJR
0.96
0.94
0.92
0.84
0.84
US REITs
VNQ
0.89
0.84
0.73
0.72
0.71
US Technology
QQQ
0.88
0.78
0.77
0.61
0.61
Preferred Stocks
PFF
0.72
0.77
0.71
0.50
0.49
EAFE Stocks
EFA
0.91
0.90
0.85
0.78
0.76
World All Countries
VT
0.97
0.95
0.94
0.87
0.86
Emerging Markets
EEM
0.67
0.75
0.69
0.69
0.67
Europe
VGK
0.91
0.89
0.84
0.80
0.79
Pacific
VPL
0.87
0.86
0.79
0.64
0.62
Latin America
FLLA
0.81
0.70
0.62
0.64
0.63
US Total Bond Market
BND
0.69
0.32
0.25
0.13
0.13
Long Term Treasuries
TLT
0.52
-0.12
-0.13
-0.17
-0.16
US Cash
BIL
-0.01
-0.24
-0.20
-0.03
-0.03
TIPS
TIP
0.85
0.48
0.36
0.21
0.21
Invest. Grade Bonds
LQD
0.76
0.55
0.48
0.32
0.32
High Yield Bonds
HYG
0.91
0.85
0.81
0.70
0.69
International Bonds
BNDX
0.78
0.40
0.33
0.16
0.17
Emerg. Market Bonds
EMB
0.80
0.70
0.63
0.56
0.56
Gold
GLD
0.39
0.15
0.07
0.06
0.06
Commodities
DBC
0.60
0.63
0.52
0.37
0.36

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 Mid-Cap Value (VOE) ETF: Dividend Yield page.

An investment of 1000$, since March 1993, now would be worth 20585.73$, with a total return of 1958.57% (10.61% annualized).

The Inflation Adjusted Capital now would be 9791.98$, with a net total return of 879.20% (7.90% annualized).
An investment of 1000$, since January 1927, now would be worth 42817002.65$, with a total return of 4281600.26% (11.73% annualized).

The Inflation Adjusted Capital now would be 2519149.54$, with a net total return of 251814.95% (8.48% 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
-56.45% Jun 2007 Feb 2009 21 Apr 2011 26 47
-31.25% Jan 2020 Mar 2020 3 Dec 2020 9 12
-26.74% Jun 2001 Sep 2002 16 Oct 2003 13 29
-21.42% May 1998 Aug 1998 4 Apr 1999 8 12
-20.91% May 2011 Sep 2011 5 Mar 2012 6 11
-17.81% Apr 2022 Sep 2022 6 in progress 5 11
-17.71% Jul 1999 Feb 2000 8 Oct 2000 8 16
-15.59% Sep 2018 Dec 2018 4 Jul 2019 7 11
-11.91% Jun 2015 Jan 2016 8 Jul 2016 6 14
-7.74% Sep 1994 Nov 1994 3 Mar 1995 4 7
-7.47% Apr 2012 May 2012 2 Sep 2012 4 6
-6.40% Feb 1994 Jun 1994 5 Aug 1994 2 7
-5.51% May 2006 Jul 2006 3 Oct 2006 3 6
-4.97% Feb 2018 Mar 2018 2 Aug 2018 5 7
-4.88% Jun 1996 Jul 1996 2 Sep 1996 2 4
-4.04% Sep 1993 Nov 1993 3 Jan 1994 2 5
-3.79% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.78% Jan 2005 Apr 2005 4 May 2005 1 5
-3.58% Oct 1997 Oct 1997 1 Dec 1997 2 3
-3.47% Sep 2014 Sep 2014 1 Nov 2014 2 3

Worst drawdowns since January 1927.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-88.94% Sep 1929 May 1932 33 Jun 1944 145 178
-56.45% Jun 2007 Feb 2009 21 Apr 2011 26 47
-37.28% Dec 1972 Sep 1974 22 Jun 1975 9 31
-34.84% Dec 1968 Jun 1970 19 Jan 1972 19 38
-31.25% Jan 2020 Mar 2020 3 Dec 2020 9 12
-30.44% Sep 1989 Oct 1990 14 May 1991 7 21
-27.49% Sep 1987 Nov 1987 3 Jan 1989 14 17
-26.74% Jun 2001 Sep 2002 16 Oct 2003 13 29
-23.92% Jun 1946 Feb 1948 21 Dec 1949 22 43
-21.42% May 1998 Aug 1998 4 Apr 1999 8 12
-21.25% Jan 1962 Jun 1962 6 Apr 1963 10 16
-20.91% May 2011 Sep 2011 5 Mar 2012 6 11
-17.81% Apr 2022 Sep 2022 6 in progress 5 11
-17.71% Jul 1999 Feb 2000 8 Oct 2000 8 16
-16.30% Feb 1980 Mar 1980 2 Jun 1980 3 5
-15.59% Sep 2018 Dec 2018 4 Jul 2019 7 11
-15.01% Aug 1957 Dec 1957 5 Jun 1958 6 11
-13.72% Sep 1978 Oct 1978 2 Mar 1979 5 7
-12.69% Dec 1983 Jul 1984 8 Dec 1984 5 13
-12.23% Jul 1981 Jul 1982 13 Sep 1982 2 15

Rolling Returns ( more details)

Vanguard Mid-Cap Value (VOE) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
14.51 194.14
Jul 1932 - Jun 1933
-71.09
Jul 1931 - Jun 1932
25.55%
2 Years
13.13 72.14
Jul 1932 - Jun 1934
-62.24
Jun 1930 - May 1932
15.56%
3 Years
12.43 52.27
Mar 1933 - Feb 1936
-49.32
Jul 1929 - Jun 1932
13.23%
5 Years
12.31 43.82
Jun 1932 - May 1937
-25.49
Jun 1927 - May 1932
8.22%
7 Years
12.62 25.31
May 1949 - Apr 1956
-9.09
Apr 1928 - Mar 1935
4.48%
10 Years
12.84 23.64
Apr 1942 - Mar 1952
-7.53
Sep 1929 - Aug 1939
3.57%
15 Years
13.11 22.56
Oct 1974 - Sep 1989
-0.58
May 1927 - Apr 1942
0.92%
20 Years
13.41 19.85
Apr 1942 - Mar 1962
3.07
Sep 1929 - Aug 1949
0.00%
30 Years
13.67 17.52
Jun 1932 - May 1962
8.78
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 Mid-Cap Value (VOE) ETF: Rolling Returns page.

Seasonality

Vanguard Mid-Cap Value (VOE) 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
2.47
40%
-0.73
40%
-2.50
60%
3.26
80%
0.29
80%
-0.53
60%
3.52
100%
0.16
60%
-2.31
20%
1.65
80%
4.63
80%
-0.55
60%
 Capital Growth on monthly avg returns
100
102.47
101.73
99.18
102.42
102.71
102.16
105.76
105.92
103.48
105.19
110.06
109.45
Best 9.8
2019
7.5
2021
6.2
2021
12.6
2020
4.1
2020
7.8
2019
7.6
2022
3.3
2021
4.4
2019
10.0
2022
13.4
2020
6.2
2021
Worst -2.7
2022
-10.5
2020
-21.8
2020
-4.9
2022
-7.1
2019
-10.5
2022
0.4
2021
-3.4
2019
-9.8
2022
-7.0
2018
-2.2
2021
-10.6
2018
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
0.64
40%
0.71
60%
0.11
60%
1.95
80%
0.77
90%
-0.23
60%
2.74
90%
-0.30
50%
-1.12
40%
2.11
80%
3.87
90%
0.09
70%
 Capital Growth on monthly avg returns
100
100.64
101.36
101.47
103.44
104.25
104.00
106.85
106.53
105.34
107.55
111.72
111.82
Best 9.8
2019
7.5
2021
7.8
2016
12.6
2020
4.1
2020
7.8
2019
7.6
2022
3.9
2014
4.4
2019
10.0
2022
13.4
2020
6.2
2021
Worst -6.9
2016
-10.5
2020
-21.8
2020
-4.9
2022
-7.1
2019
-10.5
2022
-2.6
2014
-4.4
2015
-9.8
2022
-7.0
2018
-2.2
2021
-10.6
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
1.79
61%
0.66
63%
1.18
67%
1.80
69%
0.49
63%
0.87
59%
1.90
65%
1.34
64%
-0.73
51%
0.39
61%
1.54
69%
1.81
78%
 Capital Growth on monthly avg returns
100
101.79
102.47
103.68
105.55
106.07
106.99
109.03
110.49
109.69
110.11
111.81
113.83
Best 23.2
1975
10.9
1931
12.3
2000
42.1
1933
17.2
1933
25.6
1938
36.4
1932
36.3
1932
17.1
1939
13.3
1982
13.4
2020
9.6
1991
Worst -9.1
2009
-15.0
1933
-25.2
1938
-18.0
1932
-23.2
1940
-18.3
1930
-11.8
1934
-14.6
1998
-34.2
1931
-23.1
1987
-13.0
1931
-19.4
1931
Monthly Seasonality over the period Jan 1927 - Feb 2023

Monthly/Yearly Returns

Vanguard Mid-Cap Value (VOE) 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
739 Positive Months (64%) - 415 Negative Months (36%)
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
+3.35 +1.96 7.2 -3.6
2022
-7.95 -13.53 -2.7 -0.6 3.4 -4.9 2.2 -10.5 7.6 -2.6 -9.8 10.0 6.5 -4.5
2021
+28.76 +20.30 -0.3 7.5 6.2 4.5 2.2 -2.0 0.4 3.3 -3.8 4.4 -2.2 6.2
2020
+2.59 +1.21 -1.7 -10.5 -21.8 12.6 4.1 1.1 5.4 2.9 -1.7 0.5 13.4 3.6
2019
+27.84 +24.99 9.8 3.6 0.0 3.6 -7.1 7.8 1.0 -3.4 4.4 0.4 3.2 2.6
2018
-12.45 -14.09 3.7 -4.7 -0.3 0.4 0.0 1.0 3.2 0.6 -0.7 -7.0 2.3 -10.6
2017
+17.07 +14.65 2.2 3.4 -0.2 0.4 0.1 0.9 1.7 -1.2 2.7 0.8 3.4 1.9
2016
+15.40 +13.05 -6.9 1.4 7.8 1.0 1.4 0.3 4.2 0.9 0.4 -2.4 5.9 1.1
2015
-1.89 -2.60 -2.4 5.3 0.0 -0.3 1.2 -2.3 0.9 -4.4 -3.4 6.3 0.6 -2.9
2014
+13.96 +13.11 -2.6 5.4 1.1 0.4 1.7 2.8 -2.6 3.9 -3.5 3.6 2.7 0.7
2013
+37.76 +35.72 7.3 1.5 5.0 1.7 1.9 -1.4 5.6 -2.9 4.0 4.5 2.9 2.8
2012
+16.02 +14.03 5.2 3.6 2.0 -0.8 -6.8 3.4 0.8 2.5 2.0 -0.1 1.2 2.4
2011
-0.40 -3.26 2.4 3.7 1.3 2.9 -0.5 -3.0 -3.9 -6.6 -8.7 12.4 0.2 1.1
2010
+21.76 +19.96 -2.3 4.8 7.0 3.9 -7.4 -6.3 6.7 -5.1 9.2 3.4 0.4 7.4
2009
+38.23 +34.57 -9.1 -12.1 8.4 16.5 4.2 -0.9 10.8 6.6 5.9 -4.8 5.7 5.4
2008
-36.65 -36.71 -3.7 -3.8 -0.8 5.3 3.7 -9.8 -1.5 3.2 -9.2 -22.2 -7.7 5.7
2007
-4.34 -8.09 3.5 0.1 0.5 3.3 3.4 -3.0 -6.4 0.1 1.9 0.4 -5.8 -1.7
2006
+14.77 +11.93 4.5 0.2 1.9 1.9 -2.6 -0.8 -2.2 1.8 1.4 3.5 3.5 1.0
2005
+16.02 +12.18 -2.8 2.9 -0.7 -3.1 5.5 3.9 5.5 -0.2 2.2 -3.4 4.1 1.7
2004
+26.04 +22.07 3.4 3.2 -0.1 -3.2 2.6 3.2 -3.4 0.9 3.6 2.2 7.6 4.0
2003
+37.94 +35.39 -2.0 -2.4 -0.4 7.1 9.8 0.6 2.9 4.0 -1.2 7.9 2.8 4.3
2002
-12.95 -14.97 -0.1 0.5 5.5 -0.5 -0.6 -6.1 -10.0 1.6 -12.0 5.3 7.6 -3.0
2001
-0.84 -2.35 -1.9 1.6 -2.3 5.7 4.1 -2.1 -2.4 -3.6 -10.0 0.7 6.8 3.9
2000
+19.80 +15.87 -6.4 -6.0 12.3 1.5 -0.1 -5.9 3.8 6.8 2.1 2.8 0.0 9.1
1999
+3.12 +0.42 -1.0 -2.2 3.7 8.0 0.6 1.1 -3.3 -3.0 -4.9 4.4 -2.1 2.5
1998
+3.67 +2.02 -1.8 6.8 4.7 0.1 -2.5 -0.1 -5.6 -14.6 6.3 6.6 3.6 2.2
1997
+35.08 +32.82 3.2 2.1 -3.4 2.7 6.5 3.4 7.2 -0.4 5.8 -3.6 3.6 4.0
1996
+20.15 +16.29 1.9 0.8 1.4 1.3 1.0 -0.1 -4.8 5.0 3.4 2.3 6.3 0.3
1995
+33.38 +30.08 2.6 4.5 2.1 2.7 3.2 2.6 3.8 2.1 2.1 -1.7 4.5 0.9
1994
-3.03 -5.55 3.0 -2.6 -3.2 2.1 -0.7 -2.1 4.6 3.2 -2.7 -0.7 -4.5 1.0
1993
+17.18 +14.04 3.2 2.3 3.5 -1.7 1.7 2.4 1.3 4.5 -0.3 -0.8 -3.0 3.2
1992
+19.50 +16.14 1.7 2.7 -1.5 2.9 0.8 -0.9 3.7 -2.5 1.2 2.3 3.6 4.2
1991
+41.56 +37.35 6.2 8.1 3.6 2.7 5.5 -4.7 4.4 3.0 -0.4 2.4 -4.0 9.6
1990
-16.75 -21.55 -8.8 1.9 1.4 -5.8 8.6 -1.6 -2.8 -10.0 -8.3 -4.1 9.5 4.1
1989
+24.92 +19.37 6.0 0.1 2.2 4.8 4.4 1.4 5.7 3.1 -1.4 -5.3 0.5 1.5
1988
+24.96 +19.67 5.3 6.2 1.0 0.2 0.5 6.4 -0.5 -0.1 3.4 1.1 -2.1 1.5
1987
-0.98 -5.18 10.7 4.6 1.2 -2.0 0.1 3.9 4.6 2.9 -1.5 -23.1 -4.3 6.2
1986
+18.13 +16.85 2.3 7.1 6.0 -2.3 4.8 1.5 -5.7 8.4 -6.1 4.5 0.1 -2.5
1985
+32.31 +27.46 8.7 0.7 1.7 0.1 4.9 2.5 0.7 0.0 -4.5 4.0 6.4 3.8
1984
+2.54 -1.36 -1.2 -4.9 2.1 -1.2 -5.9 1.6 -2.9 10.6 2.2 0.0 1.1 2.1
1983
+32.69 +27.85 3.0 4.4 5.3 6.4 3.0 1.8 -1.1 1.0 3.6 -2.1 4.4 -0.8
1982
+29.36 +24.59 -3.0 -1.8 0.3 4.1 -3.5 -0.9 -2.7 12.1 3.0 13.3 6.4 0.6
1981
+10.20 +1.17 0.7 2.1 8.2 0.7 2.5 1.0 -3.0 -4.7 -4.3 4.7 4.5 -2.0
1980
+17.60 +4.52 4.3 -3.8 -13.0 8.0 9.1 3.8 5.2 1.6 0.8 -0.6 3.5 -0.5
1979
+29.84 +14.60 7.9 -3.3 8.5 1.4 -1.3 7.0 3.2 6.1 -1.1 -9.9 6.5 3.1
1978
+9.05 +0.03 -4.0 -0.6 5.1 6.3 2.8 0.0 6.7 4.3 -0.4 -13.4 2.6 0.9
1977
+5.24 -1.37 -1.5 -1.5 1.5 2.8 -0.7 5.1 -1.6 -2.3 0.3 -3.4 6.5 0.4
1976
+46.79 +39.98 17.2 4.6 2.3 -1.6 -1.4 6.3 0.7 0.3 2.6 -1.6 2.7 8.4
1975
+56.79 +46.62 23.2 2.5 5.0 3.5 5.3 8.2 -5.6 -2.4 -3.2 7.0 4.7 0.4
1974
-19.80 -28.61 5.3 1.9 -3.8 -5.9 -6.2 -3.5 -2.6 -8.1 -5.8 12.7 -1.9 -2.2
1973
-13.77 -20.68 -5.3 -3.4 -1.2 -3.7 -3.1 -2.4 5.6 -1.6 10.1 0.3 -12.8 4.6
1972
+11.94 +8.25 2.5 0.6 2.4 1.1 -0.4 -4.0 -1.5 5.8 -1.7 1.4 7.7 -1.9
1971
+15.56 +11.90 4.4 1.3 4.0 4.0 -3.8 0.4 -3.8 4.0 -0.3 -3.8 0.1 8.9
1970
+7.48 +1.81 -7.1 5.9 0.7 -8.4 -5.4 -4.2 7.9 5.0 4.0 -0.6 5.2 6.1
1969
-18.74 -23.48 -1.4 -5.4 2.9 1.6 -0.9 -6.4 -7.0 3.6 -3.4 4.0 -4.4 -2.8
1968
+26.06 +20.38 -2.9 -1.5 2.5 9.3 2.6 2.2 -0.4 6.3 1.1 1.9 5.6 -2.5
1967
+25.95 +22.24 8.3 0.6 4.4 4.6 -4.8 2.2 4.9 2.7 0.1 -2.5 0.5 3.0
1966
-2.92 -6.17 1.3 -0.9 -1.3 2.9 -4.4 -0.7 -0.4 -6.5 0.3 5.4 1.2 0.8
1965
+24.77 +22.42 4.6 1.1 -0.2 4.6 0.4 -3.5 2.5 3.3 4.1 3.6 0.3 1.9
1964
+16.68 +15.55 3.0 1.3 1.8 0.9 1.4 1.9 2.1 -1.4 3.1 1.1 -0.3 0.7
1963
+24.06 +22.05 5.3 -2.5 3.9 5.2 1.8 -1.7 0.0 5.2 -0.8 3.6 -0.7 2.8
1962
-6.77 -8.00 -3.4 2.0 -0.2 -5.8 -8.1 -7.6 6.8 2.0 -4.3 1.0 10.5 1.8
1961
+28.27 +27.41 6.7 3.1 2.9 0.7 2.3 -2.5 3.6 2.3 -1.6 3.2 4.2 0.7
1960
+0.58 -0.77 -6.9 1.2 -1.1 -1.5 3.0 2.3 -2.2 2.9 -5.7 0.1 4.3 4.9
1959
+13.96 +12.02 0.8 0.4 0.5 4.3 2.3 0.1 3.9 -1.1 -4.1 1.5 1.7 3.1
1958
+52.85 +50.21 5.4 -0.9 4.2 4.2 2.5 3.5 5.1 2.1 5.5 3.3 2.9 5.7
1957
-10.74 -13.26 -3.9 -2.9 2.3 4.0 4.0 0.2 1.5 -5.3 -5.9 -2.8 2.0 -3.8
1956
+7.61 +4.49 -3.2 3.9 7.3 0.2 -6.2 4.3 5.5 -3.4 -4.1 0.9 -0.7 3.9
1955
+16.53 +16.09 0.9 -0.5 -1.4 3.0 -1.0 7.9 5.7 -1.6 0.5 -4.1 7.6 -0.8
1954
+65.73 +66.97 6.7 1.8 4.4 6.2 4.5 1.4 6.7 -2.0 9.0 -0.7 8.6 5.7
1953
-1.82 -2.55 -0.3 -1.4 -2.0 -2.3 0.1 -1.2 3.0 -5.4 0.6 5.6 1.3 0.6
1952
+14.72 +13.86 1.8 -3.5 5.0 -4.1 2.5 4.9 2.0 -1.3 -1.8 0.1 5.0 3.8
1951
+21.27 +14.41 6.5 1.0 -1.5 5.2 -3.8 -2.3 7.3 4.8 -0.2 -1.1 0.0 4.3
1950
+38.29 +30.54 3.0 2.2 1.6 5.6 5.0 -4.6 2.0 4.3 6.5 1.5 1.0 5.5
1949
+24.89 +27.54 1.3 -2.9 4.1 -1.0 -2.6 0.9 7.3 2.2 3.3 3.9 1.2 5.2
1948
+1.40 -1.54 -3.8 -4.6 7.9 2.9 8.1 0.5 -5.3 1.0 -2.9 7.2 -10.9 3.4
1947
-0.12 -8.23 2.3 -1.5 -1.7 -4.0 -1.0 5.4 3.7 -3.0 -1.5 2.3 -3.0 2.2
1946
-6.25 -20.64 7.5 -6.5 5.1 4.2 2.7 -3.4 -2.1 -6.8 -9.5 -0.2 -0.6 4.8
1945
+59.85 +56.34 3.8 8.3 -2.4 10.5 3.0 1.6 0.1 7.0 5.5 4.3 4.4 2.4
1944
+32.92 +29.93 3.1 1.3 3.1 0.2 5.3 6.2 -0.7 2.1 1.0 1.3 1.6 4.4
1943
+41.53 +37.46 9.0 6.7 6.7 1.6 5.8 3.3 -3.8 2.4 3.6 0.1 -5.5 6.7
1942
+30.53 +19.72 2.8 -1.7 -4.6 -2.8 7.7 3.2 4.3 2.0 3.8 7.3 -0.2 5.9
1941
-4.71 -13.32 -3.6 -0.3 1.6 -5.2 1.5 6.5 6.5 0.3 0.2 -5.4 -2.8 -3.1
1940
-7.79 -8.45 -2.9 1.3 1.7 0.1 -23.2 8.5 3.8 3.3 1.8 4.6 -3.4 0.4
1939
-6.65 -6.65 -7.0 3.1 -13.9 -0.8 6.2 -6.7 11.1 -7.5 17.1 -1.6 -5.2 2.4
1938
+26.86 +30.48 1.5 6.3 -25.2 14.4 -4.4 25.6 7.4 -2.8 1.6 7.7 -3.5 3.9
1937
-40.06 -41.73 3.8 1.5 -1.0 -8.4 -1.1 -5.4 10.5 -5.7 -14.7 -10.6 -10.8 -5.4
1936
+37.25 +35.29 7.2 2.3 3.1 -7.1 5.2 3.7 7.4 1.4 0.8 8.0 1.0 0.0
1935
+62.82 +58.10 -2.5 -2.3 -1.4 11.0 4.7 7.8 9.2 3.3 3.4 8.2 4.7 4.6
1934
-6.10 -7.50 10.6 -3.7 0.0 -2.7 -8.3 2.1 -11.8 5.5 -0.4 -3.4 8.8 -0.5
1933
+86.14 +84.73 4.0 -15.0 6.8 42.1 17.2 14.1 -6.3 12.1 -8.3 -5.9 10.6 3.6
1932
+3.44 +15.29 -1.3 6.9 -10.1 -18.0 -20.2 1.6 36.4 36.3 -2.1 -11.6 -3.8 6.1
1931
-57.59 -53.24 4.3 10.9 -7.7 -10.6 -15.1 14.1 -8.8 0.3 -34.2 8.7 -13.0 -19.4
1930
-40.52 -36.46 5.4 1.3 7.3 -1.8 -2.5 -18.3 2.9 -0.1 -15.5 -11.4 -3.9 -10.4
1929
-3.36 -3.92 6.5 0.1 0.5 2.3 -3.5 11.7 5.1 10.2 -4.2 -18.7 -12.1 3.3
1928
+32.24 +33.79 -1.1 -2.4 10.5 2.8 0.8 -4.7 0.8 7.4 2.1 1.1 12.5 -0.1
1927
+22.72 +25.56 -2.9 4.0 -0.1 1.0 4.7 -1.7 6.2 4.1 2.9 -5.3 6.9 1.5

ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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