iShares MSCI EAFE Small-Cap (SCZ): Historical Returns

Data Source: from January 1975 to May 2023 (~48 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 06 2023
Category: Stocks
ETF: iShares MSCI EAFE Small-Cap (SCZ)
ETF • LIVE PERFORMANCE (USD currency)
0.87%
1 Day
Jun 06 2023
3.09%
Current Month
June 2023

In the last 30 Years, the iShares MSCI EAFE Small-Cap (SCZ) ETF obtained a 6.69% compound annual return, with a 17.04% standard deviation.

In 2022, the ETF granted a 1.54% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI EAFE Small-Cap (SCZ) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Small Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: EAFE

The iShares MSCI EAFE Small-Cap (SCZ) ETF is part of the following Lazy Portfolios:

Portfolio Name Author SCZ Weight
Simple Money Portfolio Tim Maurer 15.00%
Ultimate Buy and Hold Strategy Paul Merriman 10.00%
Sandwich Portfolio Bob Clyatt 10.00%
Big Rocks Portfolio Larry Swedroe 3.00%

Historical Returns as of May 31, 2023

Historical returns and Metrics of iShares MSCI EAFE Small-Cap (SCZ) 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 2007, are retrieved using the historical series of equivalent ETFs / Assets.
ISHARES MSCI EAFE SMALL-CAP (SCZ) ETF
Portfolio Metrics
Data Source: 1 January 1975 - 31 May 2023 (~48 years)
Swipe left to see all data
Metrics as of May 31, 2023
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~48Y)
Portfolio Return (%) -4.36 -1.74 2.09 -4.33 5.40 0.35 5.53 8.52 6.69 10.43
US Inflation (%) 0.00 0.84 1.90 3.79 5.77 3.81 2.68 2.55 2.51 3.71
Infl. Adjusted Return (%) -4.36 -2.56 0.19 -7.82 -0.35 -3.34 2.78 5.83 4.08 6.47
Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 23.82 18.81 19.86 16.23 18.41 17.04 16.67
Sharpe Ratio -0.31 0.23 -0.05 0.29 0.40 0.26 0.39
Sortino Ratio -0.45 0.33 -0.07 0.40 0.52 0.35 0.53
MAXIMUM DRAWDOWN
Drawdown Depth (%) -19.80 -34.59 -34.59 -34.59 -63.26 -63.26 -63.26
Start (yyyy mm) 2022 06 2021 09 2021 09 2021 09 2007 11 2007 11 2007 11
Bottom (yyyy mm) 2022 09 2022 09 2022 09 2022 09 2009 02 2009 02 2009 02
Start to Bottom (# months) 4 13 13 13 16 16 16
Start to Recovery (# months) in progress
8
> 21
> 21
> 21
72
72
72
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 89.97 57.72 42.31 24.26 16.27 14.26
Worst Return (%) -54.52 -20.24 -7.11 0.40 3.34 5.64
% Positive Periods 70% 81% 87% 100% 100% 100%
MONTHS
Positive 0 2 3 6 20 32 70 146 206 349
Negative 1 1 3 6 16 28 50 94 154 232
% Positive 0% 67% 50% 50% 56% 53% 58% 61% 57% 60%
WITHDRAWAL RATES (WR)
Safe WR (%) 39.88 19.16 13.60 12.10 5.60 9.95
Perpetual WR (%) 0.00 0.00 2.71 5.51 3.92 6.08
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 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.

Monthly correlations of iShares MSCI EAFE Small-Cap (SCZ) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES MSCI EAFE SMALL-CAP (SCZ) ETF
Monthly correlations as of 31 May 2023
Swipe left to see all data
Correlation vs SCZ
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.88
0.91
0.87
0.75
0.75
US Large Cap
SPY
0.88
0.90
0.86
0.73
0.73
US Small Cap
IJR
0.80
0.87
0.79
0.71
0.72
US REITs
VNQ
0.93
0.81
0.66
0.60
0.60
US Technology
QQQ
0.73
0.78
0.77
0.53
0.54
Preferred Stocks
PFF
0.80
0.80
0.71
0.53
0.52
EAFE Stocks
EFA
0.99
0.97
0.96
0.89
0.87
World All Countries
VT
0.95
0.96
0.94
0.85
0.84
Emerging Markets
EEM
0.83
0.83
0.79
0.75
0.73
Europe
VGK
0.98
0.96
0.95
0.84
0.83
Pacific
VPL
0.96
0.95
0.92
0.83
0.79
Latin America
FLLA
0.67
0.64
0.59
0.65
0.65
US Total Bond Market
BND
0.85
0.47
0.38
0.17
0.16
Long Term Treasuries
TLT
0.73
0.05
-0.02
-0.13
-0.12
US Cash
BIL
0.12
-0.15
-0.12
-0.09
-0.09
TIPS
TIP
0.86
0.56
0.46
0.24
0.23
Invest. Grade Bonds
LQD
0.90
0.66
0.57
0.36
0.36
High Yield Bonds
HYG
0.90
0.84
0.79
0.67
0.66
International Bonds
BNDX
0.80
0.46
0.35
0.21
0.21
Emerg. Market Bonds
EMB
0.94
0.81
0.74
0.54
0.54
Gold
GLD
0.59
0.26
0.17
0.21
0.21
Commodities
DBC
0.79
0.61
0.51
0.47
0.46

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 MSCI EAFE Small-Cap (SCZ) ETF: Dividend Yield page.

An investment of 1000$, since June 1993, now would be worth 6975.93$, with a total return of 597.59% (6.69% annualized).

The Inflation Adjusted Capital now would be 3315.92$, with a net total return of 231.59% (4.08% annualized).
An investment of 1000$, since January 1975, now would be worth 121896.37$, with a total return of 12089.64% (10.43% annualized).

The Inflation Adjusted Capital now would be 20854.29$, with a net total return of 1985.43% (6.47% 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.

ISHARES MSCI EAFE SMALL-CAP (SCZ) 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
-63.26% Nov 2007 Feb 2009 16 Oct 2013 56 72
-34.59% Sep 2021 Sep 2022 13 in progress 8 21
-32.59% Jun 1996 Sep 1998 28 May 2003 56 84
-29.73% Feb 2018 Mar 2020 26 Nov 2020 8 34
-10.51% Jul 2014 Dec 2014 6 May 2015 5 11
-10.50% Jun 2015 Feb 2016 9 Jul 2016 5 14
-9.21% Feb 1994 Jun 1994 5 Mar 1996 21 26
-6.91% May 2006 Jul 2006 3 Oct 2006 3 6
-5.34% Oct 2016 Nov 2016 2 Jan 2017 2 4
-4.75% Jun 2007 Aug 2007 3 Oct 2007 2 5
-4.47% Apr 2004 May 2004 2 Sep 2004 4 6
-4.32% Mar 2005 May 2005 3 Jul 2005 2 5
-2.77% Jan 2014 Jan 2014 1 Feb 2014 1 2
-2.32% Oct 2005 Oct 2005 1 Dec 2005 2 3
-1.68% Jun 2021 Jun 2021 1 Jul 2021 1 2
-1.37% Mar 2014 Apr 2014 2 Jun 2014 2 4
-1.14% Nov 1993 Nov 1993 1 Dec 1993 1 2
-0.39% Jun 1993 Jun 1993 1 Jul 1993 1 2
-0.38% Jan 2021 Jan 2021 1 Feb 2021 1 2

Worst drawdowns since January 1975.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-63.26% Nov 2007 Feb 2009 16 Oct 2013 56 72
-34.59% Sep 2021 Sep 2022 13 in progress 8 21
-32.59% Jun 1996 Sep 1998 28 May 2003 56 84
-29.73% Feb 2018 Mar 2020 26 Nov 2020 8 34
-28.04% Dec 1980 Jul 1982 20 Mar 1983 8 28
-28.02% Sep 1989 Oct 1990 14 Aug 1993 34 48
-23.07% Sep 1987 Nov 1987 3 Sep 1988 10 13
-11.89% Jul 1975 Sep 1975 3 Jan 1976 4 7
-10.78% Feb 1980 Mar 1980 2 Jul 1980 4 6
-10.51% Jul 2014 Dec 2014 6 May 2015 5 11
-10.50% Jun 2015 Feb 2016 9 Jul 2016 5 14
-10.37% Feb 1976 Nov 1976 10 Jun 1977 7 17
-9.21% Feb 1994 Jun 1994 5 Mar 1996 21 26
-8.87% Sep 1979 Oct 1979 2 Jan 1980 3 5
-8.30% Dec 1983 May 1984 6 Aug 1984 3 9
-6.91% May 2006 Jul 2006 3 Oct 2006 3 6
-5.57% Oct 1978 Oct 1978 1 Dec 1978 2 3
-5.34% Oct 2016 Nov 2016 2 Jan 2017 2 4
-4.75% Jun 2007 Aug 2007 3 Oct 2007 2 5
-4.62% Sep 1986 Sep 1986 1 Oct 1986 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 MSCI EAFE SMALL-CAP (SCZ) ETF
Annualized Rolling Returns
Data Source: from January 1975 to May 2023
Swipe left to see all data
Rolling
Period
Annualized Return (%) Negative
Periods
Average Latest Best Worst
1 Year
12.30 -4.33 89.97
Apr 2003 - Mar 2004
-54.52
Nov 2007 - Oct 2008
29.65%
2 Years
11.52 -10.43 69.03
Oct 1985 - Sep 1987
-36.23
Mar 2007 - Feb 2009
22.76%
3 Years
11.25 5.40 57.72
Aug 1984 - Jul 1987
-20.24
Mar 2006 - Feb 2009
19.23%
5 Years
10.81 0.35 42.31
Aug 1982 - Jul 1987
-7.11
Jun 2007 - May 2012
12.64%
7 Years
10.61 4.49 34.50
Aug 1982 - Jul 1989
-1.95
Oct 1994 - Sep 2001
4.82%
10 Years
10.66 5.53 24.26
Sep 1977 - Aug 1987
0.40
Feb 1989 - Jan 1999
0.00%
15 Years
9.88 3.95 21.42
Jan 1975 - Dec 1989
1.82
Oct 2007 - Sep 2022
0.00%
20 Years
9.70 8.52 16.27
Jan 1975 - Dec 1994
3.34
Mar 1989 - Feb 2009
0.00%
30 Years
9.81 6.69 14.26
Jun 1977 - May 2007
5.64
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 MSCI EAFE Small-Cap (SCZ) 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 MSCI EAFE SMALL-CAP (SCZ) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2023

The annualized return of the last 10 years has been 5.53% (updated at May 31, 2023).

Seasonality

iShares MSCI EAFE Small-Cap (SCZ) 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
1.21
40%
-1.98
40%
-2.98
60%
2.37
80%
0.13
60%
-1.58
40%
2.14
80%
0.28
40%
-2.60
20%
-0.43
60%
4.30
60%
1.47
60%
 Capital Growth on monthly avg returns
100
101.21
99.21
96.25
98.53
98.66
97.10
99.18
99.46
96.88
96.47
100.62
102.10
Best 8.3
2023
3.1
2021
2.3
2021
9.6
2020
8.1
2020
4.3
2019
6.6
2022
7.4
2020
3.0
2019
4.4
2022
12.9
2020
7.1
2020
Worst -6.1
2022
-8.9
2020
-17.8
2020
-7.0
2022
-5.7
2019
-10.2
2022
-1.5
2019
-5.9
2022
-11.0
2022
-9.7
2018
-5.7
2021
-6.6
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
0.64
50%
0.00
50%
-0.66
50%
2.18
80%
0.75
70%
-1.46
40%
2.39
80%
-0.28
50%
-0.62
40%
0.47
70%
1.95
60%
1.37
60%
 Capital Growth on monthly avg returns
100
100.64
100.63
99.97
102.16
102.93
101.42
103.85
103.55
102.91
103.39
105.41
106.86
Best 8.3
2023
7.0
2015
8.2
2016
9.6
2020
8.1
2020
4.3
2019
7.0
2013
7.4
2020
8.8
2013
4.9
2015
12.9
2020
7.1
2020
Worst -6.2
2016
-8.9
2020
-17.8
2020
-7.0
2022
-5.7
2019
-10.2
2022
-3.3
2014
-5.9
2022
-11.0
2022
-9.7
2018
-5.7
2021
-6.6
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
1.66
61%
0.89
61%
1.33
69%
2.09
67%
1.04
61%
0.50
50%
0.77
54%
0.53
58%
-0.78
46%
0.05
56%
1.19
65%
2.06
71%
 Capital Growth on monthly avg returns
100
101.66
102.56
103.93
106.10
107.20
107.74
108.56
109.14
108.28
108.33
109.62
111.88
Best 15.2
1987
10.5
1986
9.7
2009
13.8
2009
15.9
2009
8.7
2000
10.4
2010
12.1
1982
12.0
2010
11.1
1982
12.9
2020
12.0
1991
Worst -11.6
2009
-9.3
2009
-17.8
2020
-7.0
2022
-12.5
2010
-10.2
2022
-6.7
1975
-11.9
1990
-14.7
2008
-23.8
2008
-8.4
1997
-6.6
2018
Monthly Seasonality over the period Jan 1975 - May 2023

Monthly/Yearly Returns

iShares MSCI EAFE Small-Cap (SCZ) ETF data source starts from January 1975: 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 1975 - May 2023
349 Positive Months (60%) - 232 Negative Months (40%)
MONTHLY RETURNS TABLE
Jan 1975 - 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
+3.03 +0.80 8.3 -3.1 0.5 2.2 -4.4
2022
-21.24 -26.02 -6.1 -3.0 -0.4 -7.0 0.5 -10.2 6.6 -5.9 -11.0 4.4 11.9 -0.9
2021
+10.14 +2.90 -0.4 3.1 2.3 3.8 2.1 -1.7 1.7 2.8 -4.1 2.5 -5.7 3.7
2020
+11.69 +10.19 -3.8 -8.9 -17.8 9.6 8.1 2.0 2.7 7.4 -0.2 -3.5 12.9 7.1
2019
+24.67 +21.88 8.1 2.0 0.5 3.3 -5.7 4.3 -1.5 -1.7 3.0 4.1 2.4 4.2
2018
-17.63 -19.18 5.2 -3.8 -0.1 0.7 -1.0 -2.3 1.2 -1.2 -0.7 -9.7 0.0 -6.6
2017
+32.73 +29.99 3.8 2.0 2.5 4.2 3.3 0.6 3.4 0.7 2.9 1.7 0.9 2.6
2016
+2.63 +0.54 -6.2 -1.7 8.2 1.2 1.8 -4.6 5.2 0.2 3.1 -2.9 -2.5 2.0
2015
+9.10 +8.31 0.3 7.0 -1.3 4.3 1.7 -1.6 0.9 -4.7 -2.6 4.9 0.7 -0.2
2014
-6.07 -6.78 -2.8 6.4 -1.0 -0.3 1.1 1.7 -3.3 0.2 -5.4 0.1 -1.3 -1.1
2013
+28.61 +26.70 4.2 1.3 2.2 3.6 -4.0 -2.8 7.0 -0.7 8.8 3.0 0.3 3.1
2012
+21.28 +19.21 8.8 5.3 0.8 -0.8 -11.5 4.2 -1.2 4.0 4.2 0.8 1.5 4.8
2011
-15.14 -17.58 0.7 2.3 -0.3 5.9 -2.4 -1.3 -1.7 -8.2 -11.2 7.4 -2.6 -3.4
2010
+21.50 +19.71 -2.2 -0.6 7.4 0.6 -12.5 -0.5 10.4 -4.5 12.0 4.5 -3.4 11.4
2009
+42.85 +39.06 -11.6 -9.3 9.7 13.8 15.9 1.7 8.4 6.4 4.9 -2.5 1.0 1.6
2008
-48.55 -48.60 -10.4 -0.4 1.9 1.9 2.1 -7.8 -6.6 -3.6 -14.7 -23.8 -7.4 8.7
2007
+2.95 -1.09 2.7 1.8 4.3 3.0 1.9 -0.4 -0.3 -4.1 2.1 3.9 -8.1 -3.1
2006
+28.39 +25.21 7.3 0.2 4.8 4.2 -4.8 -1.9 -0.4 2.5 0.9 4.4 4.8 3.7
2005
+23.23 +19.16 2.8 4.7 -0.9 -1.9 -1.5 2.3 3.8 3.9 2.3 -2.3 1.9 6.4
2004
+34.80 +30.55 6.1 3.1 4.2 -3.5 -1.0 4.5 -3.5 1.2 2.7 3.3 8.8 5.2
2003
+66.48 +63.41 0.3 0.5 -0.9 9.5 10.1 5.6 4.1 5.5 5.6 5.7 0.4 6.3
2002
+5.79 +3.33 -1.0 4.0 4.8 3.9 6.3 -1.8 -5.3 -0.3 -6.6 -1.0 2.2 1.2
2001
-4.59 -6.05 2.8 1.0 -5.2 7.5 0.5 -0.9 -2.2 2.2 -11.0 2.8 0.5 -1.5
2000
-3.08 -6.26 -1.6 -2.4 3.9 -6.3 1.5 8.7 -3.7 1.8 -3.2 -5.3 1.3 3.1
1999
+19.04 +15.93 -2.1 -1.3 5.9 10.3 -0.9 6.6 3.3 0.5 -0.6 -1.8 -2.2 0.7
1998
+5.27 +3.60 7.2 10.0 2.0 -1.8 -1.0 -2.9 -3.1 -11.0 -2.6 6.2 4.4 -0.6
1997
-22.72 -24.01 -2.5 0.8 -0.8 -2.3 6.7 1.5 -3.9 -4.6 -1.8 -4.0 -8.4 -5.4
1996
+0.95 -2.30 2.0 1.1 1.4 5.2 0.5 -1.3 -4.1 -0.5 0.0 -1.2 1.1 -2.8
1995
+1.16 -1.34 -0.7 -1.5 4.8 1.1 -1.8 -1.9 3.9 -2.5 -1.5 -3.2 0.9 4.0
1994
-2.86 -5.39 2.6 -1.4 -4.2 -0.4 -0.3 -3.2 2.6 4.7 0.1 1.0 -4.3 0.4
1993
+30.02 +26.55 1.6 0.1 3.5 -2.3 5.4 -0.4 1.8 6.2 2.9 4.4 -1.1 5.1
1992
+6.69 +3.68 3.3 1.6 -2.9 -1.3 1.1 -2.7 -0.2 -2.6 0.5 2.4 5.1 2.7
1991
+6.28 +3.12 2.4 5.3 0.6 -1.6 2.7 -6.8 3.2 0.8 -3.8 -0.4 -6.8 12.0
1990
-22.57 -27.02 -8.3 -0.5 0.9 -4.4 8.6 -2.4 -2.1 -11.9 -7.7 -2.7 5.7 1.2
1989
+23.03 +17.56 6.6 -3.1 1.6 4.6 3.5 -1.2 8.7 1.4 -1.0 -3.0 1.6 2.0
1988
+28.53 +23.09 5.2 5.5 -2.1 1.9 1.7 5.3 0.5 -2.3 4.8 3.4 -0.5 2.4
1987
+27.75 +22.32 15.2 5.6 4.4 0.6 2.5 6.1 5.9 4.8 -0.8 -18.0 -5.4 7.8
1986
+57.43 +55.72 3.7 10.5 8.0 1.4 7.5 3.9 -2.6 8.6 -4.6 6.8 4.2 0.1
1985
+51.27 +45.73 9.3 2.9 1.5 1.2 7.1 2.7 1.1 0.7 -1.5 5.2 7.3 5.2
1984
+3.24 -0.69 -0.8 -3.6 1.4 0.4 -5.7 2.0 -1.8 11.1 -0.2 0.0 -1.3 2.4
1983
+27.16 +22.51 3.9 2.9 3.9 7.9 -0.5 4.1 -2.8 2.2 1.6 -1.0 2.6 -0.2
1982
-2.51 -6.11 -3.4 -7.2 -2.9 2.2 -5.3 -4.1 -5.0 12.1 -1.1 11.1 3.0 0.1
1981
-2.45 -10.44 -4.2 2.4 4.0 -1.9 0.9 -0.6 0.2 -5.1 -4.7 5.4 4.5 -2.5
1980
+23.98 +10.19 5.3 -0.2 -10.6 3.7 5.0 2.2 6.2 0.7 2.2 1.5 11.0 -3.8
1979
+4.94 -7.38 3.0 -4.0 4.8 -0.7 -2.8 3.2 0.2 5.5 -0.8 -8.1 4.6 0.9
1978
+35.53 +24.32 -3.5 0.9 5.0 10.3 3.4 0.7 7.1 4.9 1.4 -5.6 4.0 3.2
1977
+22.53 +14.84 -2.4 1.2 1.3 2.5 1.1 6.4 1.0 1.1 2.3 -1.1 4.9 2.5
1976
+3.65 -1.15 10.5 -2.4 1.2 -2.6 -2.7 3.8 -2.3 -1.4 1.2 -4.1 -1.4 4.7
1975
+36.68 +27.81 12.3 6.5 2.5 5.2 5.7 5.0 -6.7 -2.0 -3.6 6.5 3.2 -1.3

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.