Data Source: from January 1986 to May 2023 (~37 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 07 2023, 04:00PM Eastern Time
Consolidated Returns as of 31 May 2023
Live Update: Jun 07 2023, 04:00PM Eastern Time
Category: Stocks
ETF: iShares Global REIT ETF (REET)
ETF • LIVE PERFORMANCE (USD currency)
0.74%
1 Day
Jun 07 2023, 04:00PM Eastern Time
3.31%
Current Month
June 2023
In the last 30 Years, the iShares Global REIT ETF (REET) ETF obtained a 6.60% compound annual return, with a 17.54% standard deviation.
In 2022, the ETF granted a 1.81% dividend yield. If you are interested in getting periodic income, please refer to the iShares Global REIT ETF (REET) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Real Estate
- Size: Multi Cap
- Style: Blend
- Region: Developed Markets
- Country: Broad Developed Markets
- Sector: Real Estate
- Industry: Broad Real Estate
The iShares Global REIT ETF (REET) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | REET Weight▾ |
|---|---|---|
| Gretchen Tai Portfolio | Gretchen Tai | 5.00% |
Historical Returns as of May 31, 2023
Historical returns and Metrics of iShares Global REIT ETF (REET) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to July 2014, are retrieved using the historical series of equivalent ETFs / Assets.
- No fees or capital gain taxes
- the reinvestment of dividends
ETF Returns, up to July 2014, are retrieved using the historical series of equivalent ETFs / Assets.
ISHARES GLOBAL REIT ETF (REET) ETF
Portfolio Metrics
Data Source: 1 January 1986 - 31 May 2023 (~37 years)
Swipe left to see all data
| Metrics as of May 31, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~37Y) |
|
| Portfolio Return (%) | -3.91 | -4.86 | -4.50 | -13.26 | 5.82 | 1.36 | 3.34 | 6.60 | 6.60 | 8.02 |
| US Inflation (%) | 0.00 | 0.84 | 1.90 | 3.79 | 5.77 | 3.81 | 2.68 | 2.55 | 2.51 | 2.77 |
| Infl. Adjusted Return (%) | -3.91 | -5.65 | -6.28 | -16.43 | 0.05 | -2.36 | 0.64 | 3.95 | 3.99 | 5.12 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 22.93 | 19.13 | 20.21 | 16.46 | 19.51 | 17.54 | 17.33 | |||
| Sharpe Ratio | -0.72 | 0.25 | 0.00 | 0.16 | 0.28 | 0.25 | 0.23 | |||
| Sortino Ratio | -1.06 | 0.35 | 0.00 | 0.20 | 0.36 | 0.33 | 0.31 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -18.15 | -28.89 | -30.66 | -30.66 | -66.47 | -66.47 | -66.47 | |||
| Start (yyyy mm) | 2022 06 | 2022 01 | 2019 11 | 2019 11 | 2007 02 | 2007 02 | 2007 02 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2020 03 | 2020 03 | 2009 02 | 2009 02 | 2009 02 | |||
| Start to Bottom (# months) | 4 | 9 | 5 | 5 | 25 | 25 | 25 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 17
|
18
|
18
|
75
|
75
|
75
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 79.32 | 33.94 | 26.23 | 15.08 | 12.12 | 9.47 | ||||
| Worst Return (%) | -56.73 | -23.53 | -6.86 | 1.39 | 3.71 | 6.60 | ||||
| % Positive Periods | 73% | 81% | 93% | 100% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 1 | 2 | 5 | 20 | 35 | 69 | 148 | 217 | 272 |
| Negative | 1 | 2 | 4 | 7 | 16 | 25 | 51 | 92 | 143 | 177 |
| % Positive | 0% | 33% | 33% | 42% | 56% | 58% | 58% | 62% | 60% | 61% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 40.37 | 21.12 | 12.01 | 9.69 | 6.46 | 8.51 | ||||
| Perpetual WR (%) | 0.05 | 0.00 | 0.64 | 3.80 | 3.84 | 4.87 | ||||
- 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 May 31, 2023
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
Monthly correlations of iShares Global REIT ETF (REET) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).
ISHARES GLOBAL REIT ETF (REET) ETF
Monthly correlations as of 31 May 2023
Swipe left to see all data
| Correlation vs REET | ||||||
|---|---|---|---|---|---|---|
|
|
||||||
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
US Total Stock Market VTI |
0.92
|
0.85
|
0.78
|
0.68
|
0.66
|
|
|
US Large Cap SPY |
0.91
|
0.85
|
0.77
|
0.65
|
0.64
|
|
|
US Small Cap IJR |
0.88
|
0.82
|
0.73
|
0.67
|
0.66
|
|
|
US REITs VNQ |
0.99
|
0.98
|
0.96
|
0.92
|
0.91
|
|
|
US Technology QQQ |
0.78
|
0.71
|
0.64
|
0.42
|
0.41
|
|
|
Preferred Stocks PFF |
0.87
|
0.82
|
0.77
|
0.55
|
0.54
|
|
|
EAFE Stocks EFA |
0.93
|
0.84
|
0.75
|
0.72
|
0.72
|
|
|
World All Countries VT |
0.95
|
0.87
|
0.79
|
0.72
|
0.72
|
|
|
Emerging Markets EEM |
0.75
|
0.68
|
0.61
|
0.61
|
0.60
|
|
|
Europe VGK |
0.92
|
0.84
|
0.74
|
0.70
|
0.70
|
|
|
Pacific VPL |
0.91
|
0.77
|
0.70
|
0.61
|
0.62
|
|
|
Latin America FLLA |
0.70
|
0.65
|
0.55
|
0.56
|
0.55
|
|
|
US Total Bond Market BND |
0.83
|
0.48
|
0.52
|
0.28
|
0.28
|
|
|
Long Term Treasuries TLT |
0.71
|
0.16
|
0.26
|
0.02
|
0.03
|
|
|
US Cash BIL |
-0.06
|
-0.20
|
-0.16
|
-0.04
|
-0.04
|
|
|
TIPS TIP |
0.88
|
0.61
|
0.61
|
0.33
|
0.33
|
|
|
Invest. Grade Bonds LQD |
0.87
|
0.65
|
0.67
|
0.44
|
0.43
|
|
|
High Yield Bonds HYG |
0.90
|
0.80
|
0.73
|
0.67
|
0.66
|
|
|
International Bonds BNDX |
0.83
|
0.53
|
0.54
|
0.27
|
0.26
|
|
|
Emerg. Market Bonds EMB |
0.86
|
0.76
|
0.73
|
0.55
|
0.54
|
|
|
Gold GLD |
0.45
|
0.22
|
0.20
|
0.19
|
0.19
|
|
|
Commodities DBC |
0.73
|
0.54
|
0.36
|
0.36
|
0.35
|
|
Capital Growth as of May 31, 2023
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares Global REIT ETF (REET) ETF: Dividend Yield page.
An investment of 1000$, since June 1993,
now would be worth 6800.31$, with a total return of 580.03% (6.60% annualized).
The Inflation Adjusted Capital now would be 3232.45$, with a net total return of 223.24% (3.99% annualized).
The Inflation Adjusted Capital now would be 3232.45$, with a net total return of 223.24% (3.99% annualized).
An investment of 1000$, since January 1986,
now would be worth 17951.75$, with a total return of 1695.18% (8.02% annualized).
The Inflation Adjusted Capital now would be 6467.92$, with a net total return of 546.79% (5.12% annualized).
The Inflation Adjusted Capital now would be 6467.92$, with a net total return of 546.79% (5.12% annualized).
Readings that may interest you
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.
ISHARES GLOBAL REIT ETF (REET) ETF
Drawdown periods
Updated to May 2023
Worst drawdowns since June 1993.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -66.47% | Feb 2007 | Feb 2009 | 25 | Apr 2013 | 50 | 75 |
| -30.66% | Nov 2019 | Mar 2020 | 5 | Apr 2021 | 13 | 18 |
| -28.89% | Jan 2022 | Sep 2022 | 9 | in progress | 8 | 17 |
| -28.53% | Apr 1998 | Nov 1999 | 20 | Jun 2001 | 19 | 39 |
| -14.55% | Apr 2004 | Apr 2004 | 1 | Aug 2004 | 4 | 5 |
| -13.86% | May 2013 | Aug 2013 | 4 | May 2014 | 9 | 13 |
| -13.34% | Jul 2002 | Oct 2002 | 4 | May 2003 | 7 | 11 |
| -12.63% | Aug 2016 | Nov 2016 | 4 | Aug 2018 | 21 | 25 |
| -11.65% | Feb 2015 | Aug 2015 | 7 | Mar 2016 | 7 | 14 |
| -10.51% | Sep 1994 | Feb 1995 | 6 | Dec 1995 | 10 | 16 |
| -8.64% | Jan 2005 | Jan 2005 | 1 | Jun 2005 | 5 | 6 |
| -8.46% | Sep 1993 | Nov 1993 | 3 | Jan 1994 | 2 | 5 |
| -8.18% | Sep 2018 | Dec 2018 | 4 | Jan 2019 | 1 | 5 |
| -7.06% | Sep 2001 | Oct 2001 | 2 | Dec 2001 | 2 | 4 |
| -6.79% | Apr 2006 | May 2006 | 2 | Jul 2006 | 2 | 4 |
| -5.96% | Sep 2014 | Sep 2014 | 1 | Oct 2014 | 1 | 2 |
| -5.89% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -5.41% | Aug 2005 | Oct 2005 | 3 | Jan 2006 | 3 | 6 |
| -4.25% | Apr 1997 | Apr 1997 | 1 | Jun 1997 | 2 | 3 |
| -3.76% | Mar 1994 | Mar 1994 | 1 | Aug 1994 | 5 | 6 |
Worst drawdowns since January 1986.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -66.47% | Feb 2007 | Feb 2009 | 25 | Apr 2013 | 50 | 75 |
| -30.66% | Nov 2019 | Mar 2020 | 5 | Apr 2021 | 13 | 18 |
| -28.89% | Jan 2022 | Sep 2022 | 9 | in progress | 8 | 17 |
| -28.53% | Apr 1998 | Nov 1999 | 20 | Jun 2001 | 19 | 39 |
| -27.17% | Jan 1990 | Sep 1990 | 9 | Mar 1993 | 30 | 39 |
| -14.55% | Apr 2004 | Apr 2004 | 1 | Aug 2004 | 4 | 5 |
| -14.19% | Sep 1987 | Oct 1987 | 2 | Mar 1988 | 5 | 7 |
| -13.86% | May 2013 | Aug 2013 | 4 | May 2014 | 9 | 13 |
| -13.34% | Jul 2002 | Oct 2002 | 4 | May 2003 | 7 | 11 |
| -12.63% | Aug 2016 | Nov 2016 | 4 | Aug 2018 | 21 | 25 |
| -11.65% | Feb 2015 | Aug 2015 | 7 | Mar 2016 | 7 | 14 |
| -10.51% | Sep 1994 | Feb 1995 | 6 | Dec 1995 | 10 | 16 |
| -8.64% | Jan 2005 | Jan 2005 | 1 | Jun 2005 | 5 | 6 |
| -8.46% | Sep 1993 | Nov 1993 | 3 | Jan 1994 | 2 | 5 |
| -8.18% | Sep 2018 | Dec 2018 | 4 | Jan 2019 | 1 | 5 |
| -7.06% | Sep 2001 | Oct 2001 | 2 | Dec 2001 | 2 | 4 |
| -6.79% | Apr 2006 | May 2006 | 2 | Jul 2006 | 2 | 4 |
| -5.96% | Sep 2014 | Sep 2014 | 1 | Oct 2014 | 1 | 2 |
| -5.92% | May 1988 | Aug 1988 | 4 | Oct 1988 | 2 | 6 |
| -5.89% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
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.
ISHARES GLOBAL REIT ETF (REET) ETF
Annualized Rolling Returns
Data Source: from January 1986 to May 2023
Swipe left to see all data
| Rolling Period |
Annualized Return (%) | Negative Periods |
|||
|---|---|---|---|---|---|
| Average | Latest | Best | Worst | ||
| 1 Year |
9.46 | -13.26 |
79.32 Mar 2009 - Feb 2010 |
-56.73 Mar 2008 - Feb 2009 |
27.40% |
| 2 Years |
8.36 | -7.33 |
51.07 Mar 2009 - Feb 2011 |
-41.42 Mar 2007 - Feb 2009 |
19.25% |
| 3 Years |
7.82 | 5.82 |
33.94 Apr 2003 - Mar 2006 |
-23.53 Mar 2006 - Feb 2009 |
18.84% |
| 5 Years |
7.58 | 1.36 |
26.23 Feb 2002 - Jan 2007 |
-6.86 Mar 2004 - Feb 2009 |
7.44% |
| 7 Years |
7.70 | 1.68 |
23.76 Feb 2000 - Jan 2007 |
-1.14 Feb 2007 - Jan 2014 |
1.09% |
| 10 Years |
7.82 | 3.34 |
15.08 Feb 1997 - Jan 2007 |
1.39 Feb 2007 - Jan 2017 |
0.00% |
| 15 Years |
7.89 | 3.12 |
13.31 May 1992 - Apr 2007 |
1.90 Nov 2007 - Oct 2022 |
0.00% |
| 20 Years |
8.34 | 6.60 |
12.12 Feb 1986 - Jan 2006 |
3.71 Mar 1989 - Feb 2009 |
0.00% |
| 30 Years |
7.65 | 6.60 |
9.47 Jan 1986 - Dec 2015 |
6.60 Apr 1990 - Mar 2020 |
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 iShares Global REIT ETF (REET) ETF: 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
ISHARES GLOBAL REIT ETF (REET) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2023
The annualized return of the last 10 years has been 3.34% (updated at May 31, 2023).
Seasonality
iShares Global REIT ETF (REET) ETF: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
2.96
60% |
-2.17
40% |
-2.95
60% |
1.78
60% |
-1.35
40% |
0.03
80% |
3.41
100% |
0.15
80% |
-3.98
20% |
1.27
60% |
4.12
60% |
0.23
40% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.96
|
100.73
|
97.75
|
99.50
|
98.15
|
98.17
|
101.52
|
101.67
|
97.63
|
98.87
|
102.95
|
103.18
|
| Best |
11.4 2019 |
4.1 2021 |
5.1 2022 |
6.9 2021 |
1.2 2021 |
2.7 2020 |
8.4 2022 |
2.7 2019 |
3.1 2019 |
6.7 2021 |
12.8 2020 |
7.5 2021 |
| Worst |
-6.4 2022 |
-8.0 2020 |
-24.1 2020 |
-5.2 2022 |
-4.4 2022 |
-8.2 2022 |
0.4 2019 |
-6.6 2022 |
-12.0 2022 |
-3.4 2018 |
-1.5 2021 |
-6.5 2018 |
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 |
1.47
40% |
-1.24
50% |
-0.37
50% |
0.89
60% |
-0.13
60% |
0.06
70% |
2.77
100% |
-1.06
50% |
-1.86
30% |
1.45
60% |
1.86
50% |
0.87
70% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.47
|
100.21
|
99.83
|
100.72
|
100.60
|
100.66
|
103.45
|
102.35
|
100.44
|
101.90
|
103.79
|
104.69
|
| Best |
11.4 2019 |
4.1 2021 |
9.4 2016 |
6.9 2021 |
3.2 2014 |
4.7 2016 |
8.4 2022 |
2.7 2019 |
6.6 2013 |
7.0 2014 |
12.8 2020 |
7.5 2021 |
| Worst |
-6.4 2022 |
-8.0 2020 |
-24.1 2020 |
-5.2 2022 |
-4.4 2022 |
-8.2 2022 |
0.0 2014 |
-6.6 2022 |
-12.0 2022 |
-6.2 2016 |
-2.8 2016 |
-6.5 2018 |
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 |
0.97
53% |
-0.01
61% |
1.61
61% |
1.94
71% |
0.48
58% |
0.19
54% |
2.28
78% |
-0.36
51% |
-0.23
49% |
-0.36
49% |
0.64
62% |
2.08
81% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.97
|
100.97
|
102.59
|
104.59
|
105.09
|
105.29
|
107.69
|
107.31
|
107.07
|
106.68
|
107.37
|
109.60
|
| Best |
11.4 2019 |
8.3 1991 |
10.9 1986 |
15.9 2009 |
12.0 2009 |
6.7 2012 |
11.2 2009 |
8.0 2004 |
11.0 1997 |
12.8 2011 |
12.8 2020 |
9.4 2008 |
| Worst |
-13.1 2009 |
-15.6 2009 |
-24.1 2020 |
-14.6 2004 |
-8.3 2010 |
-12.0 2008 |
-7.3 1998 |
-11.7 1998 |
-14.3 2011 |
-26.5 2008 |
-13.9 2008 |
-6.5 2018 |
Monthly Seasonality over the period Jan 1986 - May 2023
Monthly/Yearly Returns
iShares Global REIT ETF (REET) ETF data source starts from January 1986: 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 1986 - May 2023
272 Positive Months (61%) - 177 Negative Months (39%)
MONTHLY RETURNS TABLE
Jan 1986 - 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 |
-0.75 | -2.90 | 9.5 | -4.7 | -2.5 | 1.6 | -3.9 | |||||||
| 2022 |
-24.07 | -28.68 | -6.4 | -2.5 | 5.1 | -5.2 | -4.4 | -8.2 | 8.4 | -6.6 | -12.0 | 3.9 | 6.7 | -3.8 |
| 2021 |
+32.42 | +23.72 | -0.4 | 4.1 | 3.7 | 6.9 | 1.2 | 1.4 | 4.1 | 1.6 | -5.9 | 6.7 | -1.5 | 7.5 |
| 2020 |
-10.56 | -11.76 | 0.8 | -8.0 | -24.1 | 6.3 | 0.7 | 2.7 | 3.2 | 1.4 | -2.9 | -3.1 | 12.8 | 4.1 |
| 2019 |
+24.39 | +21.61 | 11.4 | 0.3 | 3.1 | -0.7 | -0.3 | 1.8 | 0.4 | 2.7 | 3.1 | 2.2 | -1.2 | -0.2 |
| 2018 |
-5.26 | -7.04 | -1.5 | -6.6 | 3.4 | 1.0 | 2.3 | 2.4 | 0.9 | 1.6 | -2.1 | -3.4 | 3.8 | -6.5 |
| 2017 |
+7.48 | +5.26 | -0.1 | 3.0 | -1.4 | 0.5 | 0.0 | 1.0 | 2.0 | -0.3 | -0.3 | -1.1 | 2.8 | 1.3 |
| 2016 |
+5.30 | +3.16 | -3.7 | 0.6 | 9.4 | -0.6 | 0.6 | 4.7 | 4.4 | -3.0 | -1.1 | -6.2 | -2.8 | 4.0 |
| 2015 |
+0.64 | -0.09 | 5.8 | -2.0 | 0.0 | -3.5 | -0.7 | -3.8 | 3.7 | -5.8 | 2.0 | 5.8 | -1.4 | 1.2 |
| 2014 |
+16.76 | +15.88 | -0.6 | 3.5 | -0.3 | 2.7 | 3.2 | 1.8 | 0.0 | 2.4 | -6.0 | 7.0 | 1.9 | 0.6 |
| 2013 |
+5.96 | +4.39 | 4.0 | 1.1 | 3.4 | 5.7 | -7.1 | -3.3 | 0.6 | -4.7 | 6.6 | 2.6 | -2.6 | 0.4 |
| 2012 |
+29.72 | +27.50 | 8.7 | 3.4 | 1.2 | 1.5 | -7.1 | 6.7 | 3.2 | 0.7 | 1.5 | 1.3 | 1.5 | 4.7 |
| 2011 |
-7.95 | -10.59 | 1.1 | 3.1 | -1.6 | 6.2 | 0.5 | -2.6 | 0.6 | -7.6 | -14.3 | 12.8 | -3.6 | -0.6 |
| 2010 |
+18.73 | +16.98 | -5.5 | 2.9 | 6.2 | 2.3 | -8.3 | -2.9 | 10.6 | -0.9 | 9.2 | 4.0 | -4.4 | 6.1 |
| 2009 |
+35.24 | +31.66 | -13.1 | -15.6 | 9.0 | 15.9 | 12.0 | -0.6 | 11.2 | 7.1 | 5.4 | -1.8 | 2.8 | 3.6 |
| 2008 |
-45.77 | -45.82 | -4.2 | -4.1 | 2.2 | 5.1 | -1.6 | -12.0 | 0.6 | -2.4 | -6.7 | -26.5 | -13.9 | 9.4 |
| 2007 |
-8.82 | -12.39 | 8.2 | -2.3 | -1.4 | -0.1 | 1.3 | -8.2 | -6.2 | 3.7 | 5.9 | 4.1 | -7.2 | -5.5 |
| 2006 |
+35.47 | +32.11 | 7.7 | 2.0 | 5.9 | -3.6 | -3.3 | 5.3 | 3.7 | 3.7 | 1.3 | 5.8 | 4.1 | -1.2 |
| 2005 |
+11.89 | +8.19 | -8.6 | 2.4 | -1.7 | 5.0 | 3.2 | 4.3 | 8.1 | -3.6 | 0.3 | -2.2 | 4.6 | 0.6 |
| 2004 |
+35.20 | +30.94 | 3.7 | 2.2 | 6.4 | -14.6 | 7.4 | 2.9 | 1.0 | 8.0 | -0.2 | 5.3 | 5.0 | 5.3 |
| 2003 |
+39.10 | +36.53 | -2.5 | 1.7 | 2.8 | 3.9 | 5.4 | 2.7 | 5.3 | 1.0 | 3.4 | 1.5 | 4.8 | 3.7 |
| 2002 |
+3.22 | +0.83 | -0.7 | 2.1 | 6.3 | 0.4 | 2.0 | 2.6 | -5.4 | 0.2 | -3.8 | -4.9 | 4.3 | 0.9 |
| 2001 |
+10.09 | +8.41 | -0.7 | -0.4 | -1.2 | 2.1 | 2.2 | 5.8 | -1.7 | 3.6 | -4.1 | -3.1 | 5.0 | 2.8 |
| 2000 |
+27.17 | +23.00 | 0.2 | -1.2 | 4.3 | 6.4 | 1.0 | 4.4 | 8.7 | -4.1 | 3.2 | -5.2 | 2.2 | 5.3 |
| 1999 |
-6.40 | -8.85 | -2.4 | -1.6 | -1.5 | 9.8 | 3.1 | -1.3 | -4.1 | -2.0 | -4.4 | -3.1 | -2.8 | 4.7 |
| 1998 |
-20.05 | -21.32 | -0.7 | -2.4 | 3.2 | -4.1 | -1.8 | -1.1 | -7.3 | -11.7 | 7.2 | -2.6 | 2.6 | -2.0 |
| 1997 |
+23.24 | +21.18 | 0.8 | 0.1 | 1.1 | -4.3 | 2.8 | 6.4 | 3.8 | -0.6 | 11.0 | -2.8 | 1.5 | 2.1 |
| 1996 |
+12.95 | +9.32 | 0.6 | 0.6 | 1.4 | 2.8 | -0.3 | 0.8 | -2.1 | 1.1 | 2.1 | -0.1 | 3.5 | 1.9 |
| 1995 |
+6.58 | +3.95 | -3.6 | -3.1 | 4.5 | 2.3 | -0.1 | -0.6 | 4.3 | -2.1 | 1.6 | -2.8 | 2.1 | 4.4 |
| 1994 |
+4.17 | +1.46 | 7.6 | 0.1 | -3.8 | 2.2 | -0.2 | 0.6 | 0.4 | 1.7 | -3.0 | 0.7 | -4.8 | 3.0 |
| 1993 |
+27.35 | +23.94 | 1.9 | 4.1 | 9.6 | 5.7 | 2.0 | -1.1 | 3.5 | 4.1 | -0.7 | 0.4 | -8.2 | 4.2 |
| 1992 |
-6.62 | -9.25 | -0.2 | -3.3 | -5.5 | -0.6 | 6.3 | -3.6 | -1.0 | 5.0 | -1.3 | -3.8 | 1.2 | 0.9 |
| 1991 |
+17.27 | +13.79 | 4.4 | 8.3 | -0.7 | 1.9 | 0.1 | -5.4 | 3.4 | -2.3 | 5.2 | 1.1 | -3.9 | 5.0 |
| 1990 |
-21.26 | -25.79 | -3.8 | -4.8 | -7.0 | -2.4 | 8.1 | 0.3 | 1.4 | -9.4 | -12.0 | 10.9 | -3.4 | 0.8 |
| 1989 |
+11.91 | +6.94 | 2.3 | 0.3 | -1.4 | 1.8 | -3.1 | -1.1 | 9.6 | -2.5 | 3.6 | -3.3 | 3.3 | 2.6 |
| 1988 |
+22.18 | +17.01 | 4.2 | 5.7 | 4.4 | 1.5 | -2.1 | -1.1 | 1.5 | -4.3 | 2.2 | 4.3 | 4.1 | 0.2 |
| 1987 |
+19.67 | +14.59 | 9.9 | 2.7 | 7.9 | 7.0 | 0.1 | -1.3 | -0.4 | 5.2 | -1.1 | -13.3 | 1.0 | 2.4 |
| 1986 |
+49.22 | +47.60 | 3.0 | 7.9 | 10.9 | 5.0 | -2.8 | 6.7 | 4.1 | 6.1 | -1.6 | -4.2 | 3.7 | 3.0 |
ETF Returns, up to July 2014, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
