Data Source: from January 1985 to April 2023 (~38 years)
Consolidated Returns as of 30 April 2023
Live Update: May 30 2023, 03:59PM Eastern Time
Consolidated Returns as of 30 April 2023
Live Update: May 30 2023, 03:59PM Eastern Time
ETF: iShares JP Morgan USD Em Mkts Bd (EMB)
ETF • LIVE PERFORMANCE (USD currency)
0.76%
1 Day
May 30 2023, 03:59PM Eastern Time
1.06%
Current Month
May 2023
In the last 30 Years, the iShares JP Morgan USD Em Mkts Bd (EMB) ETF obtained a 9.06% compound annual return, with a 12.80% standard deviation.
In 2022, the ETF granted a 3.99% dividend yield. If you are interested in getting periodic income, please refer to the iShares JP Morgan USD Em Mkts Bd (EMB) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: Emerging Markets
- Country: Broad Emerging Markets
- Bond - Duration: All-Term
The iShares JP Morgan USD Em Mkts Bd (EMB) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | EMB Weight |
|---|---|---|
| Robo Advisor 80 | Betterment | 3.60% |
| Robo Advisor 90 | Betterment | 1.70% |
| Robo Advisor 10 | Betterment | 2.90% |
| Robo Advisor 20 | Betterment | 5.90% |
| Robo Advisor 50 | Betterment | 10.70% |
| Late Sixties and Beyond | Burton Malkiel | 9.50% |
| Late Thirties to Early Forties | Burton Malkiel | 5.00% |
| Mid-Fifties | Burton Malkiel | 7.50% |
| Mid-Twenties | Burton Malkiel | 4.00% |
| Dynamic 40/60 Income | 20.00% | |
| High Yield Bonds Income | 25.00% | |
| All Country World 80/20 | 3.00% | |
| All Country World 60/40 | 6.00% | |
| All Country World 40/60 | 9.00% | |
| All Country World 20/80 | 12.00% | |
| All Country World Bonds | 15.00% |
Historical Returns as of Apr 30, 2023
Historical returns and Metrics of iShares JP Morgan USD Em Mkts Bd (EMB) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to December 2007, are retrieved using the historical series of equivalent ETFs / Assets.
- No fees or capital gain taxes
- the reinvestment of dividends
ETF Returns, up to December 2007, are retrieved using the historical series of equivalent ETFs / Assets.
ISHARES JP MORGAN USD EM MKTS BD (EMB) ETF
Portfolio Metrics
Data Source: 1 January 1985 - 30 April 2023 (~38 years)
Swipe left to see all data
| Metrics as of Apr 30, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~38Y) |
|
| Portfolio Return (%) | 0.27 | -1.15 | 11.53 | -0.81 | -0.99 | -0.36 | 1.14 | 5.45 | 9.06 | 9.45 |
| US Inflation (%) | 0.51 | 1.40 | 1.80 | 4.93 | 5.77 | 3.90 | 2.69 | 2.54 | 2.51 | 2.80 |
| Infl. Adjusted Return (%) | -0.24 | -2.51 | 9.56 | -5.47 | -6.39 | -4.10 | -1.51 | 2.84 | 6.38 | 6.47 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 15.26 | 12.22 | 12.46 | 9.99 | 11.19 | 12.80 | 11.81 | |||
| Sharpe Ratio | -0.24 | -0.15 | -0.13 | 0.04 | 0.38 | 0.54 | 0.46 | |||
| Sortino Ratio | -0.36 | -0.22 | -0.17 | 0.05 | 0.50 | 0.68 | 0.59 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -11.78 | -26.75 | -26.75 | -26.75 | -26.75 | -31.43 | -31.43 | |||
| Start (yyyy mm) | 2022 06 | 2021 09 | 2021 09 | 2021 09 | 2021 09 | 1998 05 | 1998 05 | |||
| Bottom (yyyy mm) | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 1998 08 | 1998 08 | |||
| Start to Bottom (# months) | 5 | 14 | 14 | 14 | 14 | 4 | 4 | |||
| Start to Recovery (# months) in progress |
> 11
|
> 20
|
> 20
|
> 20
|
> 20
|
19
|
19
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 47.27 | 31.65 | 25.13 | 19.30 | 14.61 | 11.84 | ||||
| Worst Return (%) | -28.11 | -7.65 | -3.17 | 0.23 | 5.45 | 9.02 | ||||
| % Positive Periods | 80% | 96% | 97% | 100% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 1 | 2 | 4 | 6 | 19 | 34 | 71 | 159 | 244 | 311 |
| Negative | 0 | 1 | 2 | 6 | 17 | 26 | 49 | 81 | 116 | 149 |
| % Positive | 100% | 67% | 67% | 50% | 53% | 57% | 59% | 66% | 68% | 68% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 33.68 | 20.19 | 10.34 | 8.65 | 11.09 | 9.11 | ||||
| Perpetual WR (%) | 0.00 | 0.00 | 0.00 | 2.76 | 6.00 | 6.08 | ||||
- 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 Apr 30, 2023
Monthly correlations of iShares JP Morgan USD Em Mkts Bd (EMB) 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).
ISHARES JP MORGAN USD EM MKTS BD (EMB) ETF
Monthly correlations as of 30 April 2023
Swipe left to see all data
| Correlation vs EMB | ||||||
|---|---|---|---|---|---|---|
|
|
||||||
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
US Total Stock Market VTI |
0.79
|
0.72
|
0.64
|
0.57
|
0.57
|
|
|
US Large Cap SPY |
0.80
|
0.72
|
0.64
|
0.56
|
0.55
|
|
|
US Small Cap IJR |
0.64
|
0.62
|
0.51
|
0.51
|
0.50
|
|
|
US REITs VNQ |
0.83
|
0.72
|
0.68
|
0.50
|
0.51
|
|
|
US Technology QQQ |
0.76
|
0.67
|
0.59
|
0.44
|
0.43
|
|
|
Preferred Stocks PFF |
0.75
|
0.79
|
0.76
|
0.40
|
0.40
|
|
|
EAFE Stocks EFA |
0.95
|
0.81
|
0.75
|
0.58
|
0.57
|
|
|
World All Countries VT |
0.89
|
0.79
|
0.73
|
0.60
|
0.60
|
|
|
Emerging Markets EEM |
0.92
|
0.79
|
0.75
|
0.66
|
0.65
|
|
|
Europe VGK |
0.91
|
0.81
|
0.73
|
0.57
|
0.57
|
|
|
Pacific VPL |
0.98
|
0.76
|
0.71
|
0.52
|
0.50
|
|
|
Latin America FLLA |
0.55
|
0.66
|
0.65
|
0.67
|
0.66
|
|
|
US Total Bond Market BND |
0.89
|
0.70
|
0.70
|
0.49
|
0.49
|
|
|
Long Term Treasuries TLT |
0.80
|
0.32
|
0.37
|
0.26
|
0.27
|
|
|
US Cash BIL |
0.18
|
0.01
|
-0.01
|
0.07
|
0.07
|
|
|
TIPS TIP |
0.79
|
0.63
|
0.66
|
0.44
|
0.44
|
|
|
Invest. Grade Bonds LQD |
0.93
|
0.86
|
0.84
|
0.58
|
0.58
|
|
|
High Yield Bonds HYG |
0.82
|
0.84
|
0.80
|
0.64
|
0.64
|
|
|
International Bonds BNDX |
0.80
|
0.69
|
0.67
|
0.36
|
0.36
|
|
|
Gold GLD |
0.67
|
0.44
|
0.41
|
0.30
|
0.30
|
|
|
Commodities DBC |
0.64
|
0.40
|
0.34
|
0.26
|
0.26
|
|
Capital Growth as of Apr 30, 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 JP Morgan USD Em Mkts Bd (EMB) ETF: Dividend Yield page.
An investment of 1000$, since May 1993,
now would be worth 13486.33$, with a total return of 1248.63% (9.06% annualized).
The Inflation Adjusted Capital now would be 6401.68$, with a net total return of 540.17% (6.38% annualized).
The Inflation Adjusted Capital now would be 6401.68$, with a net total return of 540.17% (6.38% annualized).
An investment of 1000$, since January 1985,
now would be worth 31843.81$, with a total return of 3084.38% (9.45% annualized).
The Inflation Adjusted Capital now would be 11053.27$, with a net total return of 1005.33% (6.47% annualized).
The Inflation Adjusted Capital now would be 11053.27$, with a net total return of 1005.33% (6.47% 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 JP MORGAN USD EM MKTS BD (EMB) ETF
Drawdown periods
Updated to April 2023
Worst drawdowns since May 1993.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -31.43% | May 1998 | Aug 1998 | 4 | Nov 1999 | 15 | 19 |
| -26.75% | Sep 2021 | Oct 2022 | 14 | in progress | 6 | 20 |
| -25.53% | Jun 2008 | Oct 2008 | 5 | Jul 2009 | 9 | 14 |
| -16.04% | Feb 2020 | Mar 2020 | 2 | Aug 2020 | 5 | 7 |
| -14.90% | Feb 1994 | Mar 1995 | 14 | Jun 1995 | 3 | 17 |
| -14.42% | May 2002 | Jul 2002 | 3 | Dec 2002 | 5 | 8 |
| -11.28% | Jan 2013 | Aug 2013 | 8 | May 2014 | 9 | 17 |
| -10.24% | Oct 1997 | Oct 1997 | 1 | Mar 1998 | 5 | 6 |
| -7.92% | Apr 2004 | May 2004 | 2 | Aug 2004 | 3 | 5 |
| -7.24% | Jan 2018 | Nov 2018 | 11 | Mar 2019 | 4 | 15 |
| -6.29% | Feb 1996 | Feb 1996 | 1 | May 1996 | 3 | 4 |
| -5.97% | Oct 2016 | Nov 2016 | 2 | Apr 2017 | 5 | 7 |
| -5.47% | Jan 2021 | Mar 2021 | 3 | Aug 2021 | 5 | 8 |
| -5.12% | Nov 2010 | Feb 2011 | 4 | Jun 2011 | 4 | 8 |
| -4.79% | Sep 2011 | Sep 2011 | 1 | Oct 2011 | 1 | 2 |
| -4.33% | Mar 2006 | May 2006 | 3 | Aug 2006 | 3 | 6 |
| -4.32% | Jun 2003 | Jul 2003 | 2 | Sep 2003 | 2 | 4 |
| -4.12% | Mar 1997 | Mar 1997 | 1 | May 1997 | 2 | 3 |
| -4.11% | May 2015 | Sep 2015 | 5 | Mar 2016 | 6 | 11 |
| -3.79% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
Worst drawdowns since January 1985.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -31.43% | May 1998 | Aug 1998 | 4 | Nov 1999 | 15 | 19 |
| -26.75% | Sep 2021 | Oct 2022 | 14 | in progress | 6 | 20 |
| -25.53% | Jun 2008 | Oct 2008 | 5 | Jul 2009 | 9 | 14 |
| -16.04% | Feb 2020 | Mar 2020 | 2 | Aug 2020 | 5 | 7 |
| -14.90% | Feb 1994 | Mar 1995 | 14 | Jun 1995 | 3 | 17 |
| -14.42% | May 2002 | Jul 2002 | 3 | Dec 2002 | 5 | 8 |
| -11.28% | Jan 2013 | Aug 2013 | 8 | May 2014 | 9 | 17 |
| -10.24% | Oct 1997 | Oct 1997 | 1 | Mar 1998 | 5 | 6 |
| -9.07% | Mar 1987 | Nov 1987 | 9 | Jan 1989 | 14 | 23 |
| -7.92% | Apr 2004 | May 2004 | 2 | Aug 2004 | 3 | 5 |
| -7.24% | Jan 2018 | Nov 2018 | 11 | Mar 2019 | 4 | 15 |
| -6.71% | Aug 1990 | Sep 1990 | 2 | Dec 1990 | 3 | 5 |
| -6.29% | Feb 1996 | Feb 1996 | 1 | May 1996 | 3 | 4 |
| -5.97% | Oct 2016 | Nov 2016 | 2 | Apr 2017 | 5 | 7 |
| -5.47% | Jan 2021 | Mar 2021 | 3 | Aug 2021 | 5 | 8 |
| -5.30% | Jan 1990 | Apr 1990 | 4 | Jun 1990 | 2 | 6 |
| -5.12% | Nov 2010 | Feb 2011 | 4 | Jun 2011 | 4 | 8 |
| -4.79% | Sep 2011 | Sep 2011 | 1 | Oct 2011 | 1 | 2 |
| -4.33% | Mar 2006 | May 2006 | 3 | Aug 2006 | 3 | 6 |
| -4.32% | Jun 2003 | Jul 2003 | 2 | Sep 2003 | 2 | 4 |
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 JP MORGAN USD EM MKTS BD (EMB) ETF
Annualized rolling and average Returns
Data Source: from January 1985 to April 2023
Swipe left to see all data
| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
10.15 |
47.27 Nov 2008 - Oct 2009 |
-28.11 Sep 1997 - Aug 1998 |
19.82% |
| 2 Years |
10.02 |
37.08 Mar 1995 - Feb 1997 |
-11.81 Oct 2020 - Sep 2022 |
7.78% |
| 3 Years |
10.14 |
31.65 Apr 1995 - Mar 1998 |
-7.65 Nov 2019 - Oct 2022 |
4.00% |
| 5 Years |
10.47 |
25.13 Sep 1998 - Aug 2003 |
-3.17 Nov 2017 - Oct 2022 |
3.24% |
| 7 Years |
10.81 |
22.19 Sep 1998 - Aug 2005 |
0.05 Nov 2015 - Oct 2022 |
0.00% |
| 10 Years |
11.13 |
19.30 Apr 1995 - Mar 2005 |
0.23 Nov 2012 - Oct 2022 |
0.00% |
| 15 Years |
11.56 |
16.67 Oct 1990 - Sep 2005 |
3.08 Nov 2007 - Oct 2022 |
0.00% |
| 20 Years |
11.76 |
14.61 Oct 1990 - Sep 2010 |
5.45 May 2003 - Apr 2023 |
0.00% |
| 30 Years |
10.86 |
11.84 Mar 1985 - Feb 2015 |
9.02 Oct 1992 - Sep 2022 |
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 JP Morgan USD Em Mkts Bd (EMB) 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 JP MORGAN USD EM MKTS BD (EMB) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2023
The annualized return of the last 10 years has been 1.14% (updated at Apr 30, 2023).
Seasonality
iShares JP Morgan USD Em Mkts Bd (EMB) 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 |
0.96
60% |
-2.49
20% |
-2.72
40% |
0.12
80% |
1.55
80% |
-0.06
60% |
2.26
100% |
-0.37
60% |
-2.07
20% |
-0.48
40% |
2.19
40% |
1.56
80% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.96
|
98.44
|
95.76
|
95.87
|
97.35
|
97.30
|
99.50
|
99.13
|
97.08
|
96.61
|
98.73
|
100.27
|
| Best |
4.8 2019 |
0.4 2019 |
1.7 2023 |
4.4 2020 |
6.3 2020 |
3.5 2019 |
3.9 2020 |
1.6 2019 |
2.0 2018 |
0.6 2019 |
10.1 2022 |
2.9 2019 |
| Worst |
-3.4 2022 |
-5.5 2022 |
-15.0 2020 |
-6.7 2022 |
-0.8 2018 |
-6.2 2022 |
0.6 2021 |
-2.7 2022 |
-6.6 2022 |
-2.5 2018 |
-1.9 2021 |
-1.4 2022 |
Monthly Seasonality over the period May 2018 - Apr 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 |
0.70
60% |
-0.68
50% |
-0.80
70% |
0.41
80% |
0.65
60% |
-0.30
50% |
1.39
90% |
-0.08
60% |
-1.02
30% |
0.30
60% |
0.42
30% |
0.66
70% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.70
|
100.01
|
99.21
|
99.61
|
100.26
|
99.96
|
101.35
|
101.27
|
100.23
|
100.54
|
100.96
|
101.63
|
| Best |
4.8 2019 |
3.4 2014 |
3.3 2016 |
4.4 2020 |
6.3 2020 |
4.2 2016 |
3.9 2020 |
2.0 2017 |
3.2 2013 |
2.5 2013 |
10.1 2022 |
2.9 2019 |
| Worst |
-3.4 2022 |
-5.5 2022 |
-15.0 2020 |
-6.7 2022 |
-4.9 2013 |
-6.2 2022 |
-0.3 2014 |
-2.7 2022 |
-6.6 2022 |
-2.5 2018 |
-4.3 2016 |
-2.7 2014 |
Monthly Seasonality over the period May 2013 - Apr 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 |
0.69
64% |
0.31
62% |
0.24
62% |
1.20
79% |
0.60
58% |
0.63
68% |
1.14
76% |
0.56
68% |
0.31
58% |
0.46
68% |
1.37
61% |
2.29
87% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.69
|
101.00
|
101.24
|
102.46
|
103.08
|
103.72
|
104.91
|
105.50
|
105.83
|
106.31
|
107.78
|
110.24
|
| Best |
6.9 1996 |
5.9 2000 |
6.8 1999 |
8.3 1999 |
7.4 1995 |
4.7 2000 |
4.1 1997 |
8.2 2002 |
7.8 1998 |
8.4 2002 |
10.1 2022 |
17.7 2008 |
| Worst |
-7.0 2009 |
-6.3 1996 |
-15.0 2020 |
-7.2 2004 |
-6.3 1999 |
-7.0 2002 |
-6.9 2002 |
-27.9 1998 |
-7.1 2008 |
-19.4 2008 |
-4.4 2010 |
-2.7 2014 |
Monthly Seasonality over the period Jan 1985 - Apr 2023
Monthly/Yearly Returns
iShares JP Morgan USD Em Mkts Bd (EMB) ETF data source starts from January 1985: 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 1985 - Apr 2023
311 Positive Months (68%) - 149 Negative Months (32%)
MONTHLY RETURNS TABLE
Jan 1985 - Apr 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 |
+2.73 | +0.51 | 3.9 | -3.0 | 1.7 | 0.3 | ||||||||
| 2022 |
-18.64 | -23.58 | -3.4 | -5.5 | -1.1 | -6.7 | 0.8 | -6.2 | 3.6 | -2.7 | -6.6 | -0.2 | 10.1 | -1.4 |
| 2021 |
-2.24 | -8.66 | -1.8 | -3.0 | -0.7 | 2.4 | 1.0 | 0.9 | 0.6 | 0.9 | -2.6 | 0.2 | -1.9 | 2.2 |
| 2020 |
+5.42 | +4.01 | 1.2 | -1.3 | -15.0 | 4.4 | 6.3 | 3.0 | 3.9 | 0.7 | -2.1 | -0.5 | 4.2 | 2.2 |
| 2019 |
+15.48 | +12.90 | 4.8 | 0.4 | 1.5 | 0.2 | 0.5 | 3.5 | 0.7 | 1.6 | -1.1 | 0.6 | -1.0 | 2.9 |
| 2018 |
-5.47 | -7.24 | -0.6 | -2.2 | 0.6 | -2.1 | -0.8 | -1.5 | 2.6 | -2.3 | 2.0 | -2.5 | -0.5 | 1.9 |
| 2017 |
+10.28 | +8.01 | 1.7 | 1.7 | 0.5 | 1.7 | 0.8 | -0.7 | 1.2 | 2.0 | -0.2 | 0.2 | -0.3 | 1.2 |
| 2016 |
+9.26 | +7.04 | 0.0 | 1.8 | 3.3 | 1.6 | -0.2 | 4.2 | 1.4 | 1.3 | 0.4 | -1.7 | -4.3 | 1.5 |
| 2015 |
+1.04 | +0.30 | 1.9 | 1.0 | 0.0 | 1.2 | -0.3 | -1.8 | 0.1 | -1.1 | -1.1 | 2.4 | 0.3 | -1.5 |
| 2014 |
+6.05 | +5.25 | -0.8 | 3.4 | 1.2 | 1.1 | 3.5 | 0.0 | -0.3 | 1.3 | -2.2 | 2.0 | -0.4 | -2.7 |
| 2013 |
-7.79 | -9.15 | -2.9 | 0.3 | -0.9 | 3.6 | -4.9 | -4.4 | 0.2 | -2.4 | 3.2 | 2.5 | -2.0 | 0.3 |
| 2012 |
+16.92 | +14.91 | 1.1 | 2.5 | -0.1 | 1.8 | -2.8 | 4.1 | 3.7 | 1.2 | 1.8 | 0.6 | 1.2 | 0.7 |
| 2011 |
+7.64 | +4.54 | -1.0 | -0.1 | 1.6 | 1.7 | 1.4 | 0.6 | 2.0 | 0.5 | -4.8 | 5.2 | -1.3 | 1.9 |
| 2010 |
+10.83 | +9.20 | -0.5 | 1.3 | 2.6 | 0.5 | -1.8 | 2.4 | 4.1 | 2.6 | 1.6 | 1.9 | -4.4 | 0.4 |
| 2009 |
+15.38 | +12.33 | -7.0 | -5.6 | 5.1 | 7.7 | 2.9 | 1.0 | 3.1 | 2.4 | 5.2 | -0.5 | 0.8 | 0.2 |
| 2008 |
-2.14 | -2.23 | 0.9 | -0.4 | 0.1 | 1.2 | 0.1 | -2.0 | 0.8 | 0.7 | -7.1 | -19.4 | 9.5 | 17.7 |
| 2007 |
+5.61 | +1.47 | -0.8 | 1.7 | 1.3 | 1.3 | 0.0 | -1.9 | -1.3 | 0.8 | 3.2 | 1.7 | -0.6 | 0.3 |
| 2006 |
+9.78 | +7.06 | 1.2 | 2.3 | -2.2 | 0.1 | -2.3 | 0.2 | 3.4 | 2.4 | 0.4 | 1.5 | 1.6 | 0.9 |
| 2005 |
+11.75 | +8.06 | 0.8 | 0.7 | -2.9 | 2.0 | 3.1 | 1.7 | -0.2 | 2.3 | 1.8 | -1.9 | 1.7 | 2.2 |
| 2004 |
+12.24 | +8.70 | 1.1 | -0.4 | 2.5 | -7.2 | -0.8 | 1.8 | 2.7 | 5.0 | 1.7 | 1.7 | 1.0 | 3.0 |
| 2003 |
+32.55 | +30.11 | 2.3 | 4.2 | 3.7 | 6.5 | 4.1 | -0.4 | -4.0 | 3.1 | 3.7 | 0.9 | 1.8 | 3.0 |
| 2002 |
+12.81 | +10.19 | 2.5 | 4.6 | 0.2 | 1.3 | -1.2 | -7.0 | -6.9 | 8.2 | -4.3 | 8.4 | 3.7 | 4.1 |
| 2001 |
+28.20 | +26.24 | 4.3 | -0.4 | 0.8 | 0.6 | 2.3 | 3.1 | 0.8 | 5.1 | -3.6 | 4.2 | 5.4 | 3.0 |
| 2000 |
+14.59 | +10.83 | -2.2 | 5.9 | 2.5 | -1.9 | -1.9 | 4.7 | 2.4 | 3.5 | -1.3 | -1.7 | 0.5 | 3.6 |
| 1999 |
+26.59 | +23.28 | -3.5 | 2.0 | 6.8 | 8.3 | -6.3 | 3.0 | -0.6 | -0.2 | 4.5 | 3.2 | 2.7 | 4.7 |
| 1998 |
-11.76 | -13.16 | 0.1 | 2.9 | 3.0 | 0.3 | -3.2 | -3.3 | 1.5 | -27.9 | 7.8 | 5.2 | 8.0 | -1.2 |
| 1997 |
+16.85 | +14.90 | 3.2 | 3.2 | -4.1 | 3.8 | 4.3 | 3.1 | 4.1 | 0.0 | 3.3 | -10.2 | 2.8 | 3.4 |
| 1996 |
+36.82 | +32.42 | 6.9 | -6.3 | 1.4 | 4.5 | 1.4 | 2.9 | 2.3 | 3.5 | 7.0 | 1.6 | 6.0 | 1.3 |
| 1995 |
+25.86 | +22.74 | 0.6 | -3.0 | -4.1 | 7.8 | 7.4 | 1.6 | -0.2 | 2.3 | 2.9 | -0.3 | 2.6 | 6.4 |
| 1994 |
-8.36 | -10.74 | 0.7 | -3.7 | -3.0 | -0.2 | -1.1 | -1.9 | 1.0 | 0.1 | -0.3 | 0.6 | 0.4 | -1.4 |
| 1993 |
+23.34 | +20.04 | 2.2 | 2.1 | 1.4 | 0.3 | 0.2 | 3.2 | 2.0 | 2.8 | 0.2 | 2.6 | 0.0 | 4.1 |
| 1992 |
+9.76 | +6.66 | -1.8 | 0.2 | -0.6 | 0.6 | 3.9 | 0.3 | 3.1 | -0.2 | 0.3 | -1.3 | 0.7 | 4.2 |
| 1991 |
+24.60 | +20.90 | 1.5 | 2.5 | 0.3 | 1.5 | 1.6 | -1.4 | 1.4 | 3.8 | 2.6 | 1.6 | -0.5 | 7.7 |
| 1990 |
+3.13 | -2.81 | -2.7 | -0.6 | -0.2 | -1.9 | 3.7 | 2.1 | 2.4 | -4.9 | -1.9 | 3.2 | 2.6 | 1.7 |
| 1989 |
+14.19 | +9.11 | 2.0 | 0.5 | -0.4 | 1.9 | 2.5 | 1.7 | 1.6 | -0.4 | 0.8 | 1.2 | 1.1 | 0.9 |
| 1988 |
+7.65 | +3.10 | 4.9 | 1.1 | -1.5 | -0.4 | -0.7 | 2.9 | -0.8 | -0.3 | 1.6 | 1.0 | -0.6 | 0.3 |
| 1987 |
-5.21 | -9.23 | 2.8 | 0.9 | -2.2 | -3.1 | -1.9 | 0.8 | 1.5 | -0.7 | -2.6 | -0.7 | -0.5 | 0.5 |
| 1986 |
+11.98 | +10.76 | -0.2 | 4.5 | 3.1 | 0.0 | -2.8 | 2.2 | 0.4 | 3.2 | -2.7 | 1.8 | -1.1 | 3.0 |
| 1985 |
+20.92 | +16.50 | 3.2 | -3.5 | 3.0 | 0.1 | 4.4 | 1.3 | -1.0 | 3.0 | 0.4 | 2.2 | 2.7 | 3.7 |
ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
