Data Source: from January 1871 to May 2023 (~152 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 02 2023
Consolidated Returns as of 31 May 2023
Live Update: Jun 02 2023
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.47%
1 Day
Jun 02 2023
0.70%
Current Month
June 2023
The Gold Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.
It's exposed for 0% on the Stock Market and for 100% on Commodities.
In the last 30 Years, the Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% standard deviation.
Asset Allocation and ETFs
The Gold Portfolio has the following asset allocation:
0% Stocks
0% Fixed Income
100% Commodities
The Gold Portfolio can be implemented with the following ETFs:
| Weight (%) | Ticker | ETF Name | Investment Themes |
|---|---|---|---|
| 100.00 |
GLD
|
SPDR Gold Trust | Commodity, Gold |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns as of May 31, 2023
The Gold Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
GOLD PORTFOLIO
Consolidated returns as of 31 May 2023
Live Update: Jun 02 2023
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of May 31, 2023 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jun 2023 | 1M | 6M | 1Y | 5Y | 10Y | 30Y |
MAX
(~152Y) |
||
| Gold Portfolio | -1.47 | -0.70 | -1.34 | 10.62 | 6.53 | 8.17 | 3.13 | 5.37 | 2.91 | ||
| US Inflation Adjusted return | -1.34 | 8.56 | 2.65 | 4.20 | 0.44 | 2.79 | 0.78 | ||||
| Components | |||||||||||
|
GLD
|
SPDR Gold Trust | -1.47 | Jun 02 2023 | -0.70 | -1.34 | 10.62 | 6.53 | 8.17 | 3.13 | 5.37 | 2.91 |
Returns over 1 year are annualized | Available data source: since Jan 1871
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.79%
, 5Y: 3.81%
, 10Y: 2.68%
, 30Y: 2.51%
Live update: World Markets and Indexes
Portfolio Metrics as of May 31, 2023
Metrics of Gold Portfolio, updated as of 31 May 2023.
Portfolio metrics are calculated based on monthly returns, assuming:
- No fees or capital gain taxes
GOLD PORTFOLIO
Portfolio Metrics
Data Source: 1 January 1871 - 31 May 2023 (~152 years)
Swipe left to see all data
| Metrics as of May 31, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~152Y) |
|
| Portfolio Return (%) | -1.34 | 7.39 | 10.62 | 6.53 | 3.82 | 8.17 | 3.13 | 8.40 | 5.37 | 2.91 |
| US Inflation (%) | 0.00 | 0.84 | 1.90 | 3.79 | 5.77 | 3.81 | 2.68 | 2.55 | 2.51 | 2.12 |
| Infl. Adjusted Return (%) | -1.34 | 6.49 | 8.56 | 2.65 | -1.84 | 4.20 | 0.44 | 5.71 | 2.79 | 0.78 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 15.25 | 15.41 | 14.15 | 14.80 | 16.76 | 15.53 | 12.66 | |||
| Sharpe Ratio | 0.22 | 0.18 | 0.48 | 0.16 | 0.43 | 0.20 | -0.08 | |||
| Sortino Ratio | 0.36 | 0.29 | 0.75 | 0.24 | 0.62 | 0.30 | -0.15 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -11.24 | -18.08 | -18.08 | -24.63 | -42.91 | -42.91 | -61.78 | |||
| Start (yyyy mm) | 2022 06 | 2020 08 | 2020 08 | 2013 09 | 2011 09 | 2011 09 | 1980 10 | |||
| Bottom (yyyy mm) | 2022 10 | 2022 10 | 2022 10 | 2015 12 | 2015 12 | 2015 12 | 1999 08 | |||
| Start to Bottom (# months) | 5 | 27 | 27 | 28 | 52 | 52 | 227 | |||
| Start to Recovery (# months) in progress |
8
|
> 34
|
> 34
|
72
|
107
|
107
|
319
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 179.42 | 70.26 | 39.62 | 34.02 | 15.64 | 9.81 | ||||
| Worst Return (%) | -37.71 | -15.32 | -14.69 | -5.99 | -4.36 | -0.43 | ||||
| % Positive Periods | 73% | 76% | 76% | 78% | 84% | 93% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 2 | 4 | 5 | 15 | 28 | 55 | 125 | 183 | 1491 |
| Negative | 1 | 1 | 2 | 7 | 21 | 32 | 65 | 115 | 177 | 338 |
| % Positive | 0% | 67% | 67% | 42% | 42% | 47% | 46% | 52% | 51% | 82% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 33.03 | 23.43 | 9.01 | 10.90 | 3.95 | 0.73 | ||||
| Perpetual WR (%) | 0.00 | 4.03 | 0.44 | 5.40 | 2.71 | 0.77 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- 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 portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio 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 portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio 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).
Readings that may interest you
Capital Growth as of May 31, 2023
An investment of 1000$, since June 1993,
now would be worth 4803.84$, with a total return of 380.38% (5.37% annualized).
The Inflation Adjusted Capital now would be 2283.45$, with a net total return of 128.34% (2.79% annualized).
The Inflation Adjusted Capital now would be 2283.45$, with a net total return of 128.34% (2.79% annualized).
An investment of 1000$, since January 1871,
now would be worth 79365.17$, with a total return of 7836.52% (2.91% annualized).
The Inflation Adjusted Capital now would be 3263.21$, with a net total return of 226.32% (0.78% annualized).
The Inflation Adjusted Capital now would be 3263.21$, with a net total return of 226.32% (0.78% annualized).
Drawdowns
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.
GOLD PORTFOLIO
Drawdown periods
Updated to May 2023
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -42.91% | Sep 2011 | Dec 2015 | 52 | Jul 2020 | 55 | 107 |
| -37.17% | Feb 1996 | Aug 1999 | 43 | Dec 2003 | 52 | 95 |
| -25.83% | Mar 2008 | Oct 2008 | 8 | May 2009 | 7 | 15 |
| -18.08% | Aug 2020 | Oct 2022 | 27 | in progress | 7 | 34 |
| -11.51% | Aug 1993 | Sep 1993 | 2 | Jan 1996 | 28 | 30 |
| -8.64% | Dec 2004 | May 2005 | 6 | Sep 2005 | 4 | 10 |
| -8.63% | May 2006 | Sep 2006 | 5 | Feb 2007 | 5 | 10 |
| -8.37% | Dec 2009 | Jan 2010 | 2 | May 2010 | 4 | 6 |
| -8.31% | Apr 2004 | Apr 2004 | 1 | Oct 2004 | 6 | 7 |
| -6.38% | Jan 2011 | Jan 2011 | 1 | Mar 2011 | 2 | 3 |
| -5.22% | Jun 2009 | Jun 2009 | 1 | Sep 2009 | 3 | 4 |
| -5.09% | Jul 2010 | Jul 2010 | 1 | Aug 2010 | 1 | 2 |
| -4.90% | Jan 2004 | Feb 2004 | 2 | Mar 2004 | 1 | 3 |
| -4.20% | May 2007 | Jun 2007 | 2 | Sep 2007 | 3 | 5 |
| -4.18% | May 2011 | Jun 2011 | 2 | Jul 2011 | 1 | 3 |
| -1.65% | Nov 2007 | Nov 2007 | 1 | Dec 2007 | 1 | 2 |
| -1.11% | Mar 2007 | Mar 2007 | 1 | Apr 2007 | 1 | 2 |
| -1.11% | Feb 2006 | Feb 2006 | 1 | Mar 2006 | 1 | 2 |
| -0.64% | Oct 2005 | Oct 2005 | 1 | Nov 2005 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -61.78% | Oct 1980 | Aug 1999 | 227 | Apr 2007 | 92 | 319 |
| -44.24% | Jan 1975 | Aug 1976 | 20 | Jul 1978 | 23 | 43 |
| -42.91% | Sep 2011 | Dec 2015 | 52 | Jul 2020 | 55 | 107 |
| -25.83% | Mar 2008 | Oct 2008 | 8 | May 2009 | 7 | 15 |
| -24.27% | Feb 1980 | Mar 1980 | 2 | Jun 1980 | 3 | 5 |
| -20.49% | Jul 1973 | Oct 1973 | 4 | Jan 1974 | 3 | 7 |
| -20.28% | Nov 1978 | Nov 1978 | 1 | Feb 1979 | 3 | 4 |
| -19.77% | May 1969 | Jan 1970 | 9 | Dec 1971 | 23 | 32 |
| -18.25% | Jan 1948 | Jan 1955 | 85 | Mar 1969 | 170 | 255 |
| -18.08% | Aug 2020 | Oct 2022 | 27 | in progress | 7 | 34 |
| -16.62% | Apr 1974 | Jun 1974 | 3 | Nov 1974 | 5 | 8 |
| -12.20% | Jan 1876 | Jan 1879 | 37 | Jan 1933 | 648 | 685 |
| -8.37% | Dec 2009 | Jan 2010 | 2 | May 2010 | 4 | 6 |
| -6.88% | Aug 1972 | Nov 1972 | 4 | Feb 1973 | 3 | 7 |
| -6.38% | Jan 2011 | Jan 2011 | 1 | Mar 2011 | 2 | 3 |
| -6.01% | Jul 1980 | Jul 1980 | 1 | Sep 1980 | 2 | 3 |
| -5.22% | Jun 2009 | Jun 2009 | 1 | Sep 2009 | 3 | 4 |
| -5.09% | Jul 2010 | Jul 2010 | 1 | Aug 2010 | 1 | 2 |
| -4.46% | Mar 1979 | Mar 1979 | 1 | May 1979 | 2 | 3 |
| -4.20% | May 2007 | Jun 2007 | 2 | Sep 2007 | 3 | 5 |
Rolling Returns ( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
GOLD PORTFOLIO
Annualized Rolling Returns
Data Source: from January 1871 to May 2023
Swipe left to see all data
| Rolling Period |
Annualized Return (%) | Negative Periods |
|||
|---|---|---|---|---|---|
| Average | Latest | Best | Worst | ||
| 1 Year |
3.98 | 6.53 |
179.42 Feb 1979 - Jan 1980 |
-37.71 Apr 1981 - Mar 1982 |
27.34% |
| 2 Years |
3.59 | 1.10 |
92.76 Feb 1978 - Jan 1980 |
-30.30 Jul 1980 - Jun 1982 |
26.97% |
| 3 Years |
3.41 | 3.82 |
70.26 Feb 1977 - Jan 1980 |
-15.32 Nov 1980 - Oct 1983 |
23.80% |
| 5 Years |
3.18 | 8.17 |
39.62 Jan 1970 - Dec 1974 |
-14.69 Mar 1980 - Feb 1985 |
23.84% |
| 7 Years |
3.11 | 6.66 |
38.74 Feb 1973 - Jan 1980 |
-6.75 Feb 1980 - Jan 1987 |
22.22% |
| 10 Years |
3.11 | 3.13 |
34.02 Feb 1970 - Jan 1980 |
-5.99 Jul 1980 - Jun 1990 |
22.11% |
| 15 Years |
3.15 | 5.02 |
21.61 Oct 1965 - Sep 1980 |
-3.63 Feb 1980 - Jan 1995 |
21.39% |
| 20 Years |
3.07 | 8.40 |
15.64 Oct 1960 - Sep 1980 |
-4.36 Oct 1980 - Sep 2000 |
15.79% |
| 30 Years |
2.95 | 5.37 |
9.81 Oct 1950 - Sep 1980 |
-0.43 Feb 1875 - Jan 1905 |
6.60% |
Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Gold Portfolio: Rolling Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
GOLD PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to May 2023
The annualized return of the last 10 years has been 3.13% (updated at May 31, 2023).
Seasonality
In which months is it better to invest in Gold Portfolio?
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 |
1.65
60% |
-1.35
20% |
1.25
40% |
1.79
60% |
1.48
60% |
-0.32
40% |
1.70
60% |
0.49
20% |
-2.87
0% |
0.77
60% |
-0.10
40% |
4.37
100% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.65
|
100.28
|
101.53
|
103.34
|
104.88
|
104.54
|
106.32
|
106.84
|
103.77
|
104.57
|
104.47
|
109.04
|
| Best |
5.8 2023 |
6.1 2022 |
7.9 2023 |
7.3 2020 |
7.7 2021 |
8.0 2019 |
10.8 2020 |
7.9 2019 |
-0.7 2018 |
2.6 2019 |
8.5 2022 |
7.0 2020 |
| Worst |
-3.2 2021 |
-6.3 2021 |
-1.6 2019 |
-2.1 2022 |
-3.3 2022 |
-7.1 2021 |
-2.6 2022 |
-2.9 2022 |
-4.2 2020 |
-1.8 2022 |
-5.4 2020 |
2.9 2022 |
Monthly Seasonality over the period Jun 2018 - May 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 |
3.44
80% |
0.57
40% |
0.03
30% |
1.52
60% |
-0.25
40% |
-0.10
40% |
1.00
60% |
1.27
50% |
-2.98
10% |
-0.09
40% |
-2.12
30% |
1.91
70% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
103.44
|
104.03
|
104.06
|
105.63
|
105.37
|
105.26
|
106.31
|
107.65
|
104.45
|
104.35
|
102.13
|
104.09
|
| Best |
8.7 2015 |
10.9 2016 |
7.9 2023 |
7.3 2020 |
7.7 2021 |
9.0 2016 |
10.8 2020 |
7.9 2019 |
0.7 2016 |
2.6 2019 |
8.5 2022 |
7.0 2020 |
| Worst |
-3.2 2021 |
-6.3 2021 |
-3.1 2014 |
-2.1 2022 |
-6.1 2016 |
-11.1 2013 |
-6.6 2015 |
-3.3 2016 |
-6.2 2014 |
-3.1 2014 |
-8.4 2016 |
-3.8 2013 |
Monthly Seasonality over the period Jun 2013 - May 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 |
1.02
70% |
0.39
84% |
-0.10
80% |
0.31
83% |
0.36
81% |
-0.04
81% |
0.21
84% |
0.27
84% |
0.48
84% |
0.01
80% |
0.25
84% |
0.46
84% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.02
|
101.41
|
101.31
|
101.63
|
101.99
|
101.95
|
102.17
|
102.45
|
102.94
|
102.94
|
103.20
|
103.68
|
| Best |
56.4 1933 |
28.8 1973 |
14.4 1985 |
12.9 1982 |
26.5 1973 |
22.0 1980 |
10.8 2020 |
20.0 1982 |
26.1 1979 |
11.7 1978 |
12.8 2009 |
23.2 1979 |
| Worst |
-14.1 1981 |
-18.2 1983 |
-22.4 1980 |
-8.3 2004 |
-10.0 1982 |
-11.1 1981 |
-9.1 1976 |
-10.5 1973 |
-11.6 1975 |
-16.1 2008 |
-20.3 1978 |
-10.7 2011 |
Monthly Seasonality over the period Jan 1871 - May 2023
Monthly/Yearly Returns
Gold Portfolio 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 - May 2023
1491 Positive Months (82%) - 338 Negative Months (18%)
MONTHLY RETURNS TABLE
Jan 1871 - May 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 |
+7.47 | +5.15 | 5.8 | -5.4 | 7.9 | 0.9 | -1.3 | |||||||
| 2022 |
-0.77 | -6.79 | -1.7 | 6.1 | 1.3 | -2.1 | -3.3 | -1.6 | -2.6 | -2.9 | -2.9 | -1.8 | 8.5 | 2.9 |
| 2021 |
-4.15 | -10.45 | -3.2 | -6.3 | -1.1 | 3.6 | 7.7 | -7.1 | 2.5 | -0.1 | -3.2 | 1.5 | -0.7 | 3.3 |
| 2020 |
+24.81 | +23.14 | 4.5 | -0.6 | -0.2 | 7.3 | 2.6 | 2.7 | 10.8 | -0.3 | -4.2 | -0.5 | -5.4 | 7.0 |
| 2019 |
+17.86 | +15.22 | 2.9 | -0.6 | -1.6 | -0.7 | 1.8 | 8.0 | 0.0 | 7.9 | -3.4 | 2.6 | -3.2 | 3.7 |
| 2018 |
-1.94 | -3.78 | 3.2 | -2.1 | 0.6 | -1.0 | -1.2 | -3.6 | -2.2 | -2.1 | -0.7 | 2.1 | 0.3 | 4.9 |
| 2017 |
+12.81 | +10.48 | 5.4 | 3.2 | -0.4 | 1.7 | -0.1 | -2.2 | 2.3 | 4.2 | -3.4 | -0.7 | 0.4 | 2.1 |
| 2016 |
+8.03 | +5.84 | 5.4 | 10.9 | -0.8 | 5.1 | -6.1 | 9.0 | 2.0 | -3.3 | 0.7 | -2.9 | -8.4 | -1.9 |
| 2015 |
-10.67 | -11.32 | 8.7 | -5.9 | -2.2 | -0.2 | 0.6 | -1.5 | -6.6 | 3.7 | -1.8 | 2.3 | -6.8 | -0.5 |
| 2014 |
-2.19 | -2.92 | 3.4 | 6.3 | -3.1 | 0.5 | -3.1 | 6.3 | -3.6 | 0.4 | -6.2 | -3.1 | -0.5 | 1.3 |
| 2013 |
-28.33 | -29.39 | -0.5 | -5.1 | 0.9 | -7.6 | -6.2 | -11.1 | 7.4 | 5.2 | -4.8 | -0.3 | -5.5 | -3.8 |
| 2012 |
+6.60 | +4.77 | 11.4 | -3.0 | -1.3 | -0.1 | -6.3 | 2.4 | 0.8 | 4.9 | 4.7 | -2.9 | -0.5 | -2.4 |
| 2011 |
+9.57 | +6.41 | -6.4 | 6.0 | 1.6 | 8.9 | -1.8 | -2.4 | 8.4 | 12.3 | -11.1 | 5.9 | 1.7 | -10.7 |
| 2010 |
+29.27 | +27.37 | -1.3 | 3.3 | -0.4 | 5.9 | 3.1 | 2.4 | -5.1 | 5.7 | 4.8 | 3.7 | 2.1 | 2.4 |
| 2009 |
+24.03 | +20.74 | 5.5 | 1.4 | -2.5 | -3.3 | 10.2 | -5.2 | 2.4 | 0.1 | 5.8 | 3.7 | 12.8 | -7.2 |
| 2008 |
+4.92 | +4.83 | 10.8 | 5.2 | -6.0 | -4.2 | 0.9 | 4.5 | -1.4 | -9.3 | 4.1 | -16.1 | 12.6 | 7.7 |
| 2007 |
+30.45 | +25.34 | 2.6 | 2.5 | -1.1 | 2.1 | -2.3 | -1.9 | 2.4 | 1.1 | 10.5 | 7.0 | -1.7 | 6.6 |
| 2006 |
+22.55 | +19.51 | 9.9 | -1.1 | 3.6 | 12.0 | -1.3 | -4.7 | 3.2 | -1.4 | -4.5 | 1.3 | 6.9 | -1.8 |
| 2005 |
+17.76 | +13.87 | -3.6 | 3.1 | -1.6 | 1.2 | -3.9 | 4.3 | -1.4 | 1.4 | 7.6 | -0.6 | 5.8 | 5.1 |
| 2004 |
+4.65 | +1.35 | -4.0 | -1.0 | 7.0 | -8.3 | 1.2 | 0.6 | -1.1 | 4.0 | 2.1 | 2.4 | 6.5 | -3.9 |
| 2003 |
+19.89 | +17.68 | 5.8 | -5.5 | -3.6 | 0.6 | 7.3 | -4.3 | 2.5 | 5.9 | 3.3 | -0.5 | 3.1 | 4.5 |
| 2002 |
+25.57 | +22.65 | 2.1 | 5.2 | 1.5 | 2.3 | 6.0 | -2.5 | -4.3 | 2.7 | 3.5 | -2.1 | 0.7 | 8.8 |
| 2001 |
+0.75 | -0.79 | -3.6 | 0.8 | -3.4 | 2.1 | 1.7 | 1.2 | -1.7 | 2.7 | 7.4 | -4.9 | -1.2 | 0.4 |
| 2000 |
-5.44 | -8.54 | -2.4 | 3.7 | -5.8 | -0.6 | -1.0 | 5.8 | -4.0 | 0.1 | -1.2 | -3.3 | 1.7 | 2.0 |
| 1999 |
+0.85 | -1.79 | -0.8 | 0.6 | -2.6 | 2.6 | -6.3 | -2.8 | -2.1 | -0.3 | 17.3 | 0.0 | -2.6 | -0.4 |
| 1998 |
-0.83 | -2.40 | 5.0 | -2.4 | 1.2 | 3.2 | -5.5 | 0.9 | -2.5 | -5.3 | 7.5 | -0.5 | 0.8 | -2.3 |
| 1997 |
-21.41 | -22.72 | -6.4 | 3.8 | -2.9 | -2.3 | 1.6 | -3.2 | -2.5 | -0.3 | 2.1 | -6.2 | -4.7 | -2.2 |
| 1996 |
-4.59 | -7.65 | 4.8 | -1.2 | -1.1 | -1.3 | -0.2 | -2.2 | 0.9 | 0.3 | -1.9 | 0.1 | -2.2 | -0.6 |
| 1995 |
+0.98 | -1.52 | -2.2 | 0.4 | 4.1 | -0.6 | -1.4 | 0.7 | -1.0 | -0.3 | 0.4 | -0.4 | 1.3 | -0.2 |
| 1994 |
-2.17 | -4.72 | -3.5 | 1.0 | 2.0 | -3.3 | 3.0 | 0.2 | -1.1 | 0.5 | 2.4 | -2.8 | -0.2 | 0.0 |
| 1993 |
+17.68 | +14.53 | -0.7 | -0.9 | 3.1 | 4.9 | 6.5 | 0.3 | 6.2 | -7.5 | -4.3 | 4.0 | 0.4 | 5.6 |
| 1992 |
-5.73 | -8.39 | 0.3 | -0.3 | -3.2 | -1.6 | 0.3 | 1.7 | 4.2 | -5.0 | 2.6 | -2.8 | -1.5 | -0.4 |
| 1991 |
-8.56 | -11.28 | -5.2 | -0.9 | -1.9 | 0.6 | 0.7 | 2.2 | -1.5 | -4.3 | 2.2 | 0.7 | 2.5 | -3.6 |
| 1990 |
-3.11 | -8.69 | 4.1 | -1.8 | -9.6 | -0.2 | -1.3 | -3.0 | 5.7 | 4.1 | 5.3 | -7.1 | 1.4 | 0.4 |
| 1989 |
-2.84 | -7.15 | -4.0 | -1.8 | -1.0 | -1.5 | -4.2 | 3.1 | -1.3 | -2.3 | 1.9 | 2.4 | 8.8 | -2.3 |
| 1988 |
-15.26 | -18.84 | -5.4 | -7.0 | 7.2 | -1.7 | 1.4 | -4.2 | 0.1 | -2.1 | -7.3 | 4.0 | 2.5 | -2.9 |
| 1987 |
+24.53 | +19.24 | 3.0 | 1.3 | 3.7 | 7.7 | -0.5 | -0.8 | 3.4 | -2.0 | 1.3 | 2.0 | 5.1 | -1.7 |
| 1986 |
+18.96 | +17.66 | 7.3 | -3.5 | 1.7 | 0.5 | -0.7 | 1.0 | 3.1 | 7.6 | 10.0 | -5.2 | -2.9 | -0.2 |
| 1985 |
+6.00 | +2.12 | -0.5 | -6.2 | 14.4 | -2.4 | -2.3 | 1.2 | 3.1 | 1.8 | -2.3 | -0.2 | 0.1 | 0.5 |
| 1984 |
-19.38 | -22.44 | -2.3 | 5.5 | -1.5 | -3.3 | 2.2 | -2.9 | -8.2 | 1.7 | -1.3 | -3.0 | -1.3 | -6.3 |
| 1983 |
-16.31 | -19.36 | 9.3 | -18.2 | 1.5 | 3.5 | 1.9 | -4.9 | 1.4 | -1.8 | -2.2 | -5.7 | 6.0 | -5.6 |
| 1982 |
+14.94 | +10.70 | -2.6 | -6.3 | -11.7 | 12.9 | -10.0 | -2.4 | 8.0 | 20.0 | -3.5 | 6.6 | 3.0 | 4.8 |
| 1981 |
-32.60 | -38.12 | -14.1 | -3.5 | 5.1 | -6.0 | -0.7 | -11.1 | -4.7 | 4.7 | 0.9 | -0.4 | -2.9 | -4.1 |
| 1980 |
+15.19 | +2.37 | 27.5 | -2.5 | -22.4 | 4.8 | 3.4 | 22.0 | -6.0 | 2.8 | 5.6 | -5.7 | -1.5 | -4.8 |
| 1979 |
+126.55 | +99.97 | 3.4 | 7.5 | -4.5 | 2.2 | 11.9 | 1.1 | 6.8 | 6.3 | 26.1 | -3.8 | 8.8 | 23.2 |
| 1978 |
+37.01 | +25.68 | 6.5 | 3.7 | -0.4 | -5.9 | 7.8 | -0.6 | 9.4 | 4.2 | 4.0 | 11.7 | -20.3 | 16.9 |
| 1977 |
+22.64 | +14.94 | -1.6 | 7.9 | 4.3 | -1.1 | -2.9 | 0.0 | 0.8 | 1.3 | 5.5 | 4.8 | -0.9 | 3.1 |
| 1976 |
-4.10 | -8.55 | -8.6 | 3.2 | -2.0 | -0.9 | -2.3 | -1.4 | -9.1 | -7.6 | 11.5 | 6.2 | 5.8 | 3.3 |
| 1975 |
-24.80 | -29.68 | -5.7 | 3.4 | -2.5 | -5.8 | 0.0 | -0.4 | 0.3 | -4.1 | -11.6 | 1.2 | -3.3 | 1.5 |
| 1974 |
+66.15 | +47.90 | 18.0 | 22.6 | 6.5 | -2.2 | -7.4 | -8.0 | 8.1 | 0.0 | -3.0 | 10.4 | 10.2 | 1.4 |
| 1973 |
+72.96 | +59.11 | 1.7 | 28.8 | 5.9 | 0.8 | 26.5 | 7.4 | -6.2 | -10.5 | -3.4 | -2.0 | 3.1 | 11.1 |
| 1972 |
+49.02 | +44.12 | 8.3 | 2.2 | 0.4 | 2.5 | 19.9 | 8.7 | 5.6 | -2.1 | -4.0 | 0.3 | -1.2 | 2.0 |
| 1971 |
+16.70 | +13.01 | 1.7 | 2.1 | 0.0 | 2.1 | 3.0 | -1.5 | 5.7 | -3.5 | 3.6 | -0.2 | 2.7 | 0.2 |
| 1970 |
+6.16 | +0.56 | -0.7 | 0.1 | 0.9 | 1.6 | -1.0 | 0.0 | -0.6 | 1.4 | 1.3 | 3.2 | 0.5 | -0.6 |
| 1969 |
-16.07 | -20.97 | 1.4 | 0.5 | 0.8 | 1.2 | -1.0 | -4.5 | 0.5 | -1.2 | -0.7 | -2.0 | -10.8 | -1.0 |
| 1968 |
+18.16 | +12.83 | -0.9 | 0.0 | 0.0 | 11.1 | 7.4 | -2.5 | -5.0 | 2.4 | -0.4 | -1.3 | 1.7 | 5.3 |
| 1967 |
+0.28 | -2.68 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1966 |
-0.28 | -3.61 | -0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1965 |
+0.42 | -1.47 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1964 |
+0.28 | -0.68 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1963 |
-0.28 | -1.89 | -0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1962 |
-0.42 | -1.73 | -0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1961 |
-2.74 | -3.39 | -2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1960 |
+3.55 | +2.16 | 3.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1959 |
+0.00 | -1.70 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1958 |
+0.00 | -1.73 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1957 |
+0.14 | -2.68 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1956 |
+0.14 | -2.76 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1955 |
-0.28 | -0.65 | -0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1954 |
-0.70 | +0.04 | -0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1953 |
-8.27 | -8.95 | -8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1952 |
-3.25 | -3.97 | -3.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1951 |
-0.62 | -6.25 | -0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1950 |
-0.62 | -6.19 | -0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1949 |
-3.57 | -1.53 | -3.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1948 |
-2.33 | -5.17 | -2.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1947 |
+12.42 | +3.29 | 12.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1946 |
+2.68 | -13.08 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1945 |
+2.76 | +0.50 | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1944 |
-0.68 | -2.91 | -0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1943 |
+2.82 | -0.13 | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1942 |
+0.00 | -8.28 | 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 |
+2.90 | -6.39 | 2.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1940 |
-1.43 | -2.13 | -1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1939 |
+0.00 | +0.00 | 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 |
+0.00 | +2.86 | 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 |
+0.00 | -2.78 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1936 |
+0.00 | -1.43 | 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 |
+0.00 | -2.90 | 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 |
+8.29 | +6.67 | 8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1933 |
+56.36 | +55.18 | 56.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1932 |
+0.00 | +11.45 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1931 |
+0.00 | +10.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1930 |
+0.00 | +6.83 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1929 |
+0.00 | -0.58 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1928 |
+0.00 | +1.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1927 |
+0.00 | +2.31 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1926 |
+0.00 | +1.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1925 |
+0.00 | -3.35 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1924 |
+0.00 | +0.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1923 |
+0.00 | -2.31 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1922 |
+0.00 | +2.37 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1921 |
+0.00 | +12.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1920 |
+0.00 | -2.58 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1919 |
+0.00 | -12.70 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1918 |
+0.00 | -16.97 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1917 |
+0.00 | -15.33 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1916 |
+0.00 | -11.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1915 |
+0.00 | -1.94 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1914 |
+0.00 | -0.99 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1913 |
+0.00 | -3.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1912 |
+0.00 | -6.81 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1911 |
+0.00 | +2.10 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1910 |
+0.00 | +8.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1909 |
+0.00 | -9.51 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1908 |
+0.00 | -3.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1907 |
+0.00 | +2.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1906 |
+0.00 | -5.25 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1905 |
+0.00 | +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 |
| 1904 |
+0.00 | -4.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1903 |
+0.00 | +5.81 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1902 |
+0.00 | -6.65 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1901 |
+0.00 | -4.75 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1900 |
+0.00 | +3.80 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1899 |
+0.00 | -14.42 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1898 |
+0.00 | -1.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1897 |
+0.00 | -0.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1896 |
+0.00 | +1.49 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1895 |
+0.00 | -2.81 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1894 |
+0.00 | +7.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1893 |
+0.00 | +8.10 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1892 |
+0.00 | -1.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1891 |
+0.00 | +5.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1890 |
+0.00 | -1.25 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1889 |
+0.00 | +6.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1888 |
+0.00 | +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 |
| 1887 |
+0.00 | -5.79 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1886 |
+0.00 | +4.88 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1885 |
+0.00 | +1.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1884 |
+0.00 | +11.48 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1883 |
+0.00 | +8.23 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1882 |
+0.00 | +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 |
| 1881 |
+0.00 | -6.59 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1880 |
+0.00 | +2.00 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1879 |
-0.10 | -15.75 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1878 |
-2.64 | +13.19 | -2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1877 |
-4.71 | +7.72 | -4.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1876 |
-5.27 | -3.60 | -5.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1875 |
+1.95 | +7.27 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1874 |
+1.54 | +7.46 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1873 |
-1.94 | +4.18 | -1.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1872 |
+2.66 | +0.36 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 1871 |
-1.27 | -2.75 | -1.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Portofolio Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- GLD - SPDR Gold Trust: simulated historical serie, up to December 2004
Portfolio efficiency
Compared to the Gold Portfolio, the following portfolios granted a higher return over 30 Years and a less severe drawdown at the same time.
Swipe left to see all data
30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Stocks/Bonds 60/40 Momentum | +9.28 | 9.43 | -32.52 | 60 | 40 | 0 | ||
| Stocks/Bonds 80/20 | +8.89 | 12.33 | -41.09 | 80 | 20 | 0 | ||
| Simple Path to Wealth | +8.66 | 11.60 | -38.53 | 75 | 25 | 0 | ||
| Late Sixties and Beyond | +8.19 | 11.57 | -41.80 | 71 | 29 | 0 | ||
| Yale Endowment | +8.06 | 10.83 | -39.48 | 70 | 30 | 0 | ||
| Talmud Portfolio | +8.00 | 10.64 | -40.17 | 66.7 | 33.3 | 0 | ||
| Stocks/Bonds 60/40 | +7.93 | 9.46 | -30.55 | 60 | 40 | 0 | ||
| Couch Potato | +7.88 | 8.66 | -27.04 | 50 | 50 | 0 | ||
| Seven Value | +7.85 | 11.26 | -41.22 | 71.5 | 28.5 | 0 | ||
| Edge Select Moderately Aggressive | +7.77 | 11.04 | -38.23 | 69 | 31 | 0 | ||
| Stocks/Bonds 40/60 Momentum | +7.77 | 6.87 | -21.11 | 40 | 60 | 0 | ||
| Sheltered Sam 70/30 | +7.72 | 10.60 | -39.73 | 67.9 | 30 | 2.1 | ||
| Lazy Portfolio | +7.71 | 10.76 | -40.89 | 70 | 30 | 0 | ||
| Family Taxable Portfolio | +7.65 | 11.54 | -38.46 | 70 | 30 | 0 | ||
| Six Ways from Sunday | +7.60 | 10.87 | -39.14 | 66.7 | 33.3 | 0 | ||
| Jane Bryant Quinn Portfolio | +7.59 | 10.65 | -39.55 | 70 | 30 | 0 | ||
| Golden Butterfly | +7.52 | 7.52 | -17.79 | 40 | 40 | 20 | ||
| Coffeehouse | +7.42 | 9.53 | -33.93 | 60 | 40 | 0 | ||
| No Brainer Portfolio | +7.30 | 11.63 | -40.40 | 75 | 25 | 0 | ||
| Robo Advisor 50 | +7.29 | 9.24 | -30.72 | 49.9 | 50.1 | 0 | ||
| Sheltered Sam 60/40 | +7.25 | 9.15 | -34.12 | 58.2 | 40 | 1.8 | ||
| Pinwheel | +7.25 | 10.41 | -36.89 | 65 | 25 | 10 | ||
| Dimensional 2030 Retirement Income | +7.25 | 9.17 | -31.78 | 55.9 | 44.1 | 0 | ||
| Tilt Toward Value | +7.25 | 9.29 | -34.63 | 60 | 40 | 0 | ||
| Marc Faber Portfolio | +7.20 | 9.54 | -28.82 | 50 | 25 | 25 | ||
| All Weather Portfolio | +7.19 | 7.21 | -20.19 | 30 | 55 | 15 | ||
| Edge Select Moderate | +7.18 | 8.84 | -29.58 | 53 | 47 | 0 | ||
| Five Fold | +7.18 | 9.64 | -37.94 | 60 | 40 | 0 | ||
| Gretchen Tai Portfolio | +7.17 | 11.59 | -41.80 | 70 | 30 | 0 | ||
| Simple Money Portfolio | +7.08 | 9.00 | -32.39 | 60 | 40 | 0 | ||
| Sandwich Portfolio | +7.08 | 8.23 | -28.96 | 55 | 45 | 0 | ||
| Margaritaville | +7.07 | 10.78 | -38.70 | 67 | 33 | 0 | ||
| Nano Portfolio | +7.04 | 9.55 | -36.66 | 60 | 40 | 0 | ||
| Simple and Cheap | +7.02 | 9.29 | -34.84 | 60 | 40 | 0 | ||
| Global Market Portfolio | +6.96 | 8.14 | -25.90 | 45 | 55 | 0 | ||
| Ultimate Buy&Hold | +6.95 | 9.20 | -34.23 | 60 | 40 | 0 | ||
| Coward's Portfolio | +6.94 | 9.02 | -32.68 | 60 | 40 | 0 | ||
| LifeStrategy Moderate Growth | +6.90 | 9.43 | -33.52 | 60 | 40 | 0 | ||
| Dynamic 40/60 Income | +6.88 | 8.02 | -29.84 | 40 | 60 | 0 | ||
| Big Rocks Portfolio | +6.87 | 9.06 | -33.80 | 60 | 40 | 0 | ||
| One-Decision Portfolio | +6.84 | 8.25 | -31.96 | 50 | 50 | 0 | ||
| GAA Global Asset Allocation | +6.84 | 7.93 | -24.91 | 40.5 | 49.5 | 10 | ||
| Stocks/Bonds 40/60 | +6.84 | 6.83 | -19.17 | 40 | 60 | 0 | ||
| Dynamic 60/40 Income | +6.83 | 9.22 | -41.44 | 60 | 40 | 0 | ||
| Simplified Permanent Portfolio | +6.79 | 6.79 | -16.43 | 25 | 50 | 25 | ||
| Sheltered Sam 50/50 | +6.77 | 7.75 | -28.23 | 48.5 | 50 | 1.5 | ||
| Four Square | +6.64 | 8.39 | -29.95 | 50 | 50 | 0 | ||
| 7Twelve Portfolio | +6.60 | 9.74 | -37.96 | 50 | 33.3 | 16.7 | ||
| Ideal Index | +6.58 | 10.60 | -40.11 | 70 | 30 | 0 | ||
| High Yield Bonds Income | +6.57 | 8.71 | -23.97 | 0 | 100 | 0 | ||
| Zefiro Portfolio | +6.56 | 7.41 | -20.61 | 20 | 50 | 30 | ||
| Edge Select Moderately Conservative | +6.51 | 6.73 | -20.48 | 37 | 63 | 0 | ||
| Rob Arnott Portfolio | +6.50 | 7.11 | -24.27 | 30 | 60 | 10 | ||
| Desert Portfolio | +6.48 | 5.42 | -14.72 | 30 | 60 | 10 | ||
| Permanent Portfolio | +6.41 | 6.46 | -15.92 | 25 | 50 | 25 | ||
| Lifepath Fund | +6.36 | 6.89 | -21.23 | 40.4 | 59.6 | 0 | ||
| Paul Boyer Portfolio | +6.32 | 7.43 | -18.04 | 25 | 50 | 25 | ||
| Andrew Tobias Portfolio | +6.28 | 9.90 | -36.42 | 66.7 | 33.3 | 0 | ||
| All Country World 60/40 | +6.27 | 9.99 | -36.70 | 60 | 40 | 0 | ||
| Sheltered Sam 40/60 | +6.25 | 6.41 | -22.05 | 38.8 | 60 | 1.2 | ||
| LifeStrategy Conservative Growth | +6.22 | 6.79 | -21.90 | 40 | 60 | 0 | ||
| Stocks/Bonds 20/80 Momentum | +6.10 | 4.82 | -17.91 | 20 | 80 | 0 | ||
| All Country World 40/60 | +6.07 | 7.54 | -25.16 | 40 | 60 | 0 | ||
| Larry Portfolio | +6.04 | 5.51 | -15.96 | 30 | 70 | 0 | ||
| All Country World 20/80 | +5.75 | 5.54 | -17.97 | 20 | 80 | 0 | ||
| Sheltered Sam 30/70 | +5.71 | 5.18 | -16.58 | 29.1 | 70 | 0.9 | ||
| Stocks/Bonds 20/80 | +5.62 | 4.76 | -16.57 | 20 | 80 | 0 | ||
| Eliminate Fat Tails | +5.59 | 6.36 | -18.42 | 30 | 70 | 0 | ||
| Dimensional Retirement Income Fund | +5.48 | 4.78 | -12.91 | 20.4 | 79.6 | 0 | ||
| LifeStrategy Income Fund | +5.42 | 4.67 | -16.61 | 20 | 80 | 0 | ||
| Gold | +5.37 | 15.53 | -42.91 | 0 | 0 | 100 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 30 Years
and Very High Risk categorization.Swipe left to see all data
30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Technology | +13.50 | 23.92 | -81.08 | 100 | 0 | 0 | ||
| US Stocks Momentum | +11.80 | 15.15 | -53.85 | 100 | 0 | 0 | ||
| Stocks/Bonds 80/20 Momentum | +10.63 | 12.22 | -43.61 | 80 | 20 | 0 | ||
| US Stocks | +9.70 | 15.36 | -50.84 | 100 | 0 | 0 | ||
| US Stocks Value | +9.50 | 15.19 | -55.41 | 100 | 0 | 0 | ||
