Data Source: from January 1985 to April 2023 (~38 years)
Consolidated Returns as of 30 April 2023
Live Update: May 30 2023, 04:00PM Eastern Time
Consolidated Returns as of 30 April 2023
Live Update: May 30 2023, 04:00PM Eastern Time
ETF: iShares TIPS Bond (TIP)
ETF • LIVE PERFORMANCE (USD currency)
0.40%
1 Day
May 30 2023, 04:00PM Eastern Time
1.32%
Current Month
May 2023
In the last 30 Years, the iShares TIPS Bond (TIP) ETF obtained a 5.27% compound annual return, with a 6.07% standard deviation.
In 2022, the ETF granted a 5.89% dividend yield. If you are interested in getting periodic income, please refer to the iShares TIPS Bond (TIP) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: North America
- Country: U.S.
- Bond - Duration: All-Term
The iShares TIPS Bond (TIP) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | TIP Weight |
|---|---|---|
| Rob Arnott Portfolio | Rob Arnott | 10.00% |
| Robo Advisor 80 | Betterment | 2.40% |
| Robo Advisor 90 | Betterment | 1.20% |
| Couch Potato | Scott Burns | 50.00% |
| Ultimate Buy&Hold | FundAdvice | 8.00% |
| Four Funds | Bogleheads | 10.00% |
| Lazy Portfolio | David Swensen | 15.00% |
| Yale Endowment | David Swensen | 15.00% |
| Dimensional 2030 Retirement Income | DFA | 31.90% |
| Lifepath Fund | iShares | 8.76% |
| Margaritaville | Scott Burns | 33.00% |
| Conservative Income | Charles Schwab | 18.00% |
| Family Taxable Portfolio | Ted Aronson | 15.00% |
| Robo Advisor 10 | Betterment | 1.70% |
| Robo Advisor 20 | Betterment | 3.30% |
| Robo Advisor 50 | Betterment | 6.30% |
| Gone Fishin' Portfolio | Alexander Green | 10.00% |
| GAA Global Asset Allocation | Mebane Faber | 1.80% |
| US Inflation Protection | 100.00% | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 10.00% |
| Nano Portfolio | John Wasik | 20.00% |
| Sheltered Sam 90/10 | Bill Bernstein | 4.00% |
| Sheltered Sam 80/20 | Bill Bernstein | 8.00% |
| Sheltered Sam 70/30 | Bill Bernstein | 12.00% |
| Sheltered Sam 60/40 | Bill Bernstein | 16.00% |
| Sheltered Sam 50/50 | Bill Bernstein | 20.00% |
| Sheltered Sam 40/60 | Bill Bernstein | 24.00% |
| Sheltered Sam 30/70 | Bill Bernstein | 28.00% |
| Sheltered Sam 20/80 | Bill Bernstein | 32.00% |
| Sheltered Sam 10/90 | Bill Bernstein | 36.00% |
| Sheltered Sam 0/100 | Bill Bernstein | 40.00% |
| Six Ways from Sunday | Scott Burns | 16.66% |
| Four Square | Scott Burns | 25.00% |
| Five Fold | Scott Burns | 20.00% |
| Seven Value | Scott Burns | 14.25% |
| Eliminate Fat Tails | Larry Swedroe | 35.00% |
| Gretchen Tai Portfolio | Gretchen Tai | 8.00% |
| Global Market Portfolio | Credit Suisse | 2.00% |
| Zefiro Portfolio | Zefiro SCF | 30.00% |
Historical Returns as of Apr 30, 2023
Historical returns and Metrics of iShares TIPS Bond (TIP) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to December 2003, 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 2003, are retrieved using the historical series of equivalent ETFs / Assets.
ISHARES TIPS BOND (TIP) 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 (%) | 0.05 | 1.52 | 4.14 | -5.02 | 0.36 | 2.62 | 1.17 | 3.71 | 5.27 | 6.87 |
| 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 (%) | -0.45 | 0.12 | 2.30 | -9.48 | -5.11 | -1.23 | -1.49 | 1.14 | 2.69 | 3.96 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 10.36 | 7.06 | 6.10 | 5.41 | 6.04 | 6.07 | 6.65 | |||
| Sharpe Ratio | -0.76 | -0.07 | 0.22 | 0.08 | 0.42 | 0.51 | 0.43 | |||
| Sortino Ratio | -1.01 | -0.10 | 0.28 | 0.10 | 0.56 | 0.68 | 0.61 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -10.13 | -14.74 | -14.74 | -14.74 | -14.74 | -14.74 | -14.74 | |||
| Start (yyyy mm) | 2022 08 | 2022 01 | 2022 01 | 2022 01 | 2022 01 | 2022 01 | 2022 01 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2022 09 | 2022 09 | 2022 09 | 2022 09 | |||
| Start to Bottom (# months) | 2 | 9 | 9 | 9 | 9 | 9 | 9 | |||
| Start to Recovery (# months) in progress |
> 9
|
> 16
|
> 16
|
> 16
|
> 16
|
> 16
|
> 16
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 40.52 | 17.65 | 14.27 | 11.39 | 10.27 | 8.32 | ||||
| Worst Return (%) | -13.10 | -2.34 | -0.28 | 0.72 | 3.46 | 5.20 | ||||
| % Positive Periods | 83% | 97% | 98% | 100% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 1 | 2 | 4 | 6 | 21 | 38 | 70 | 154 | 235 | 305 |
| Negative | 0 | 1 | 2 | 6 | 15 | 22 | 50 | 86 | 125 | 155 |
| % Positive | 100% | 67% | 67% | 50% | 58% | 63% | 58% | 64% | 65% | 66% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 32.65 | 20.95 | 9.42 | 6.37 | 6.03 | 7.54 | ||||
| Perpetual WR (%) | 0.00 | 0.00 | 0.00 | 1.13 | 2.62 | 3.81 | ||||
- 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 TIPS Bond (TIP) 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 TIPS BOND (TIP) ETF
Monthly correlations as of 30 April 2023
Swipe left to see all data
| Correlation vs TIP | ||||||
|---|---|---|---|---|---|---|
|
|
||||||
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
US Total Stock Market VTI |
0.91
|
0.59
|
0.44
|
0.19
|
0.19
|
|
|
US Large Cap SPY |
0.92
|
0.60
|
0.44
|
0.21
|
0.21
|
|
|
US Small Cap IJR |
0.73
|
0.44
|
0.28
|
0.11
|
0.11
|
|
|
US REITs VNQ |
0.87
|
0.64
|
0.62
|
0.32
|
0.32
|
|
|
US Technology QQQ |
0.92
|
0.66
|
0.48
|
0.12
|
0.12
|
|
|
Preferred Stocks PFF |
0.61
|
0.58
|
0.55
|
0.35
|
0.35
|
|
|
EAFE Stocks EFA |
0.85
|
0.54
|
0.46
|
0.20
|
0.20
|
|
|
World All Countries VT |
0.90
|
0.59
|
0.47
|
0.21
|
0.21
|
|
|
Emerging Markets EEM |
0.66
|
0.44
|
0.43
|
0.19
|
0.19
|
|
|
Europe VGK |
0.83
|
0.53
|
0.44
|
0.20
|
0.20
|
|
|
Pacific VPL |
0.84
|
0.53
|
0.46
|
0.21
|
0.20
|
|
|
Latin America FLLA |
0.52
|
0.23
|
0.30
|
0.14
|
0.13
|
|
|
US Total Bond Market BND |
0.85
|
0.84
|
0.83
|
0.83
|
0.84
|
|
|
Long Term Treasuries TLT |
0.73
|
0.65
|
0.68
|
0.66
|
0.67
|
|
|
US Cash BIL |
0.10
|
-0.07
|
0.00
|
0.11
|
0.11
|
|
|
Invest. Grade Bonds LQD |
0.87
|
0.81
|
0.80
|
0.74
|
0.74
|
|
|
High Yield Bonds HYG |
0.87
|
0.68
|
0.61
|
0.39
|
0.39
|
|
|
International Bonds BNDX |
0.91
|
0.84
|
0.79
|
0.61
|
0.63
|
|
|
Emerg. Market Bonds EMB |
0.79
|
0.63
|
0.66
|
0.44
|
0.44
|
|
|
Gold GLD |
0.50
|
0.47
|
0.52
|
0.32
|
0.32
|
|
|
Commodities DBC |
0.58
|
0.12
|
0.12
|
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 TIPS Bond (TIP) ETF: Dividend Yield page.
An investment of 1000$, since May 1993,
now would be worth 4672.06$, with a total return of 367.21% (5.27% annualized).
The Inflation Adjusted Capital now would be 2217.73$, with a net total return of 121.77% (2.69% annualized).
The Inflation Adjusted Capital now would be 2217.73$, with a net total return of 121.77% (2.69% annualized).
An investment of 1000$, since January 1985,
now would be worth 12756.17$, with a total return of 1175.62% (6.87% annualized).
The Inflation Adjusted Capital now would be 4427.78$, with a net total return of 342.78% (3.96% annualized).
The Inflation Adjusted Capital now would be 4427.78$, with a net total return of 342.78% (3.96% 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 TIPS BOND (TIP) 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 |
| -14.74% | Jan 2022 | Sep 2022 | 9 | in progress | 7 | 16 |
| -11.79% | Sep 2008 | Oct 2008 | 2 | Sep 2009 | 11 | 13 |
| -10.68% | Feb 1994 | Oct 1994 | 9 | May 1995 | 7 | 16 |
| -9.24% | Dec 2012 | Dec 2013 | 13 | Mar 2019 | 63 | 76 |
| -6.47% | Feb 1996 | May 1996 | 4 | Oct 1996 | 5 | 9 |
| -5.32% | Feb 1999 | Dec 1999 | 11 | Mar 2000 | 3 | 14 |
| -5.32% | Jun 2003 | Jul 2003 | 2 | Dec 2003 | 5 | 7 |
| -4.82% | Apr 2004 | Apr 2004 | 1 | Aug 2004 | 4 | 5 |
| -4.37% | Dec 1996 | Mar 1997 | 4 | Jun 1997 | 3 | 7 |
| -3.37% | Nov 2001 | Dec 2001 | 2 | Apr 2002 | 4 | 6 |
| -3.05% | Nov 2010 | Dec 2010 | 2 | Apr 2011 | 4 | 6 |
| -2.75% | Oct 2002 | Oct 2002 | 1 | Dec 2002 | 2 | 3 |
| -2.60% | Sep 2005 | Apr 2006 | 8 | Aug 2006 | 4 | 12 |
| -2.47% | Jul 2005 | Jul 2005 | 1 | Aug 2005 | 1 | 2 |
| -2.30% | Dec 2006 | Dec 2006 | 1 | Mar 2007 | 3 | 4 |
| -2.09% | Dec 2009 | Dec 2009 | 1 | Apr 2010 | 4 | 5 |
| -1.95% | Feb 2021 | Mar 2021 | 2 | May 2021 | 2 | 4 |
| -1.94% | Mar 2003 | Apr 2003 | 2 | May 2003 | 1 | 3 |
| -1.76% | Mar 2020 | Mar 2020 | 1 | Apr 2020 | 1 | 2 |
| -1.72% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
Worst drawdowns since January 1985.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -14.74% | Jan 2022 | Sep 2022 | 9 | in progress | 7 | 16 |
| -11.79% | Sep 2008 | Oct 2008 | 2 | Sep 2009 | 11 | 13 |
| -10.68% | Feb 1994 | Oct 1994 | 9 | May 1995 | 7 | 16 |
| -9.45% | Mar 1987 | Sep 1987 | 7 | Jan 1988 | 4 | 11 |
| -9.24% | Dec 2012 | Dec 2013 | 13 | Mar 2019 | 63 | 76 |
| -6.47% | Feb 1996 | May 1996 | 4 | Oct 1996 | 5 | 9 |
| -5.32% | Feb 1999 | Dec 1999 | 11 | Mar 2000 | 3 | 14 |
| -5.32% | Jun 2003 | Jul 2003 | 2 | Dec 2003 | 5 | 7 |
| -4.82% | Apr 2004 | Apr 2004 | 1 | Aug 2004 | 4 | 5 |
| -4.70% | Mar 1988 | May 1988 | 3 | Sep 1988 | 4 | 7 |
| -4.42% | Dec 1989 | Apr 1990 | 5 | Jun 1990 | 2 | 7 |
| -4.37% | Dec 1996 | Mar 1997 | 4 | Jun 1997 | 3 | 7 |
| -4.18% | May 1986 | May 1986 | 1 | Jun 1986 | 1 | 2 |
| -3.82% | Jan 1992 | Apr 1992 | 4 | Jun 1992 | 2 | 6 |
| -3.65% | Feb 1985 | Feb 1985 | 1 | Apr 1985 | 2 | 3 |
| -3.37% | Nov 2001 | Dec 2001 | 2 | Apr 2002 | 4 | 6 |
| -3.16% | Sep 1986 | Sep 1986 | 1 | Jan 1987 | 4 | 5 |
| -3.05% | Nov 2010 | Dec 2010 | 2 | Apr 2011 | 4 | 6 |
| -2.75% | Oct 2002 | Oct 2002 | 1 | Dec 2002 | 2 | 3 |
| -2.60% | Sep 2005 | Apr 2006 | 8 | Aug 2006 | 4 | 12 |
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 TIPS BOND (TIP) 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 |
7.08 |
40.52 Apr 1985 - Mar 1986 |
-13.10 Jan 2022 - Dec 2022 |
16.70% |
| 2 Years |
6.84 |
23.83 Mar 1985 - Feb 1987 |
-4.31 Oct 2020 - Sep 2022 |
6.86% |
| 3 Years |
6.83 |
17.65 Sep 1990 - Aug 1993 |
-2.34 Jan 2013 - Dec 2015 |
3.06% |
| 5 Years |
6.79 |
14.27 Sep 1988 - Aug 1993 |
-0.28 Dec 2012 - Nov 2017 |
1.75% |
| 7 Years |
6.80 |
13.02 Jan 1985 - Dec 1991 |
0.61 Feb 2012 - Jan 2019 |
0.00% |
| 10 Years |
6.78 |
11.39 Mar 1985 - Feb 1995 |
0.72 Oct 2012 - Sep 2022 |
0.00% |
| 15 Years |
6.91 |
10.29 Oct 1987 - Sep 2002 |
2.54 Mar 2008 - Feb 2023 |
0.00% |
| 20 Years |
6.94 |
10.27 Mar 1985 - Feb 2005 |
3.46 Mar 2003 - Feb 2023 |
0.00% |
| 30 Years |
6.74 |
8.32 Mar 1985 - Feb 2015 |
5.20 Mar 1993 - Feb 2023 |
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 TIPS Bond (TIP) 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 TIPS BOND (TIP) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2023
The annualized return of the last 10 years has been 1.17% (updated at Apr 30, 2023).
Seasonality
iShares TIPS Bond (TIP) 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 |
0.77
80% |
-0.29
40% |
0.19
40% |
0.51
80% |
0.56
80% |
0.00
80% |
1.82
80% |
0.01
60% |
-1.99
0% |
0.06
40% |
0.94
100% |
0.21
80% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.77
|
100.48
|
100.67
|
101.18
|
101.74
|
101.74
|
103.59
|
103.60
|
101.54
|
101.60
|
102.55
|
102.77
|
| Best |
2.1 2020 |
0.9 2020 |
2.9 2023 |
3.0 2020 |
1.8 2019 |
1.0 2020 |
4.3 2022 |
2.3 2019 |
-0.4 2020 |
1.4 2022 |
1.8 2022 |
1.1 2020 |
| Worst |
-2.1 2022 |
-1.7 2021 |
-1.9 2022 |
-2.2 2022 |
-1.0 2022 |
-3.1 2022 |
-0.5 2018 |
-3.7 2022 |
-6.7 2022 |
-1.5 2018 |
0.3 2019 |
-1.3 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 |
1.08
80% |
-0.17
50% |
0.26
50% |
0.51
80% |
-0.11
50% |
-0.31
60% |
1.15
80% |
-0.14
50% |
-1.13
20% |
0.15
60% |
0.17
70% |
-0.16
50% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.08
|
100.91
|
101.17
|
101.68
|
101.57
|
101.26
|
102.43
|
102.28
|
101.13
|
101.28
|
101.45
|
101.29
|
| Best |
3.2 2015 |
1.2 2016 |
2.9 2023 |
3.0 2020 |
2.0 2014 |
2.2 2016 |
4.3 2022 |
2.3 2019 |
1.8 2013 |
1.4 2022 |
1.8 2022 |
1.1 2020 |
| Worst |
-2.1 2022 |
-1.7 2021 |
-1.9 2022 |
-2.2 2022 |
-4.2 2013 |
-3.8 2013 |
-0.5 2018 |
-3.7 2022 |
-6.7 2022 |
-1.5 2018 |
-2.1 2016 |
-1.5 2013 |
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 |
0.95
79% |
0.28
62% |
0.20
54% |
0.27
64% |
0.76
66% |
0.77
68% |
0.87
71% |
0.67
63% |
0.17
61% |
0.62
71% |
0.64
76% |
0.69
61% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.95
|
101.24
|
101.44
|
101.71
|
102.49
|
103.28
|
104.18
|
104.87
|
105.05
|
105.71
|
106.38
|
107.11
|
| Best |
4.5 1988 |
7.0 1986 |
5.9 2009 |
3.0 2020 |
7.7 1985 |
5.4 1986 |
4.7 1997 |
3.6 2002 |
3.2 1988 |
5.8 1987 |
4.1 2007 |
6.5 2008 |
| Worst |
-3.4 1992 |
-3.7 1985 |
-4.2 1994 |
-4.8 2004 |
-4.2 2013 |
-3.8 2013 |
-4.5 2003 |
-3.7 2022 |
-6.7 2022 |
-8.1 2008 |
-2.3 2001 |
-2.3 2006 |
Monthly Seasonality over the period Jan 1985 - Apr 2023
Monthly/Yearly Returns
iShares TIPS Bond (TIP) 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
305 Positive Months (66%) - 155 Negative Months (34%)
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 |
+3.63 | +1.39 | 2.1 | -1.4 | 2.9 | 0.1 | ||||||||
| 2022 |
-13.10 | -18.37 | -2.1 | 0.9 | -1.9 | -2.2 | -1.0 | -3.1 | 4.3 | -3.7 | -6.7 | 1.4 | 1.8 | -1.3 |
| 2021 |
+5.67 | -1.28 | 0.3 | -1.7 | -0.3 | 1.4 | 1.0 | 0.7 | 2.7 | -0.2 | -0.8 | 1.1 | 0.9 | 0.4 |
| 2020 |
+10.84 | +9.35 | 2.1 | 0.9 | -1.8 | 3.0 | 0.7 | 1.0 | 2.3 | 0.9 | -0.4 | -0.7 | 1.2 | 1.1 |
| 2019 |
+8.35 | +5.93 | 1.4 | -0.2 | 2.0 | 0.2 | 1.8 | 0.7 | 0.3 | 2.3 | -1.1 | 0.0 | 0.3 | 0.3 |
| 2018 |
-1.42 | -3.27 | -0.9 | -1.0 | 1.0 | -0.1 | 0.3 | 0.6 | -0.5 | 0.6 | -1.0 | -1.5 | 0.5 | 0.5 |
| 2017 |
+2.92 | +0.79 | 0.9 | 0.4 | 0.0 | 0.4 | 0.0 | -0.9 | 0.5 | 1.0 | -0.7 | 0.2 | 0.1 | 0.9 |
| 2016 |
+4.68 | +2.55 | 1.6 | 1.2 | 1.7 | 0.2 | -0.6 | 2.2 | 0.6 | -0.3 | 0.8 | -0.5 | -2.1 | 0.0 |
| 2015 |
-1.75 | -2.47 | 3.2 | -1.3 | -0.5 | 0.7 | -1.0 | -1.0 | 0.5 | -0.9 | -0.5 | 0.3 | -0.1 | -1.0 |
| 2014 |
+3.59 | +2.81 | 2.1 | 0.4 | -0.5 | 1.3 | 2.0 | 0.4 | -0.1 | 0.6 | -2.6 | 0.9 | 0.2 | -1.1 |
| 2013 |
-8.49 | -9.84 | -0.5 | 0.2 | 0.2 | 0.8 | -4.2 | -3.8 | 0.9 | -1.8 | 1.8 | 0.3 | -1.1 | -1.5 |
| 2012 |
+6.39 | +4.57 | 2.3 | -0.6 | -0.9 | 1.8 | 1.9 | -0.7 | 1.8 | -0.2 | 0.5 | 0.6 | 0.6 | -0.8 |
| 2011 |
+13.28 | +10.02 | 0.0 | 0.7 | 1.2 | 2.4 | 0.3 | 0.7 | 3.9 | 0.6 | 0.0 | 2.1 | 0.5 | 0.2 |
| 2010 |
+6.14 | +4.57 | 1.5 | -1.3 | 0.0 | 2.5 | 0.2 | 1.3 | -0.2 | 1.9 | 0.8 | 2.5 | -1.7 | -1.4 |
| 2009 |
+8.94 | +6.05 | 0.0 | -2.2 | 5.9 | -1.8 | 2.0 | 0.2 | 0.1 | 0.8 | 2.0 | 1.1 | 2.8 | -2.1 |
| 2008 |
+0.04 | -0.05 | 3.6 | 1.4 | -0.1 | -1.4 | 0.1 | 1.8 | -0.6 | 0.8 | -4.0 | -8.1 | 0.9 | 6.5 |
| 2007 |
+11.92 | +7.53 | 0.2 | 2.0 | 0.3 | 0.7 | -1.3 | -0.2 | 2.3 | 0.8 | 1.3 | 1.2 | 4.1 | 0.1 |
| 2006 |
+0.28 | -2.21 | 0.0 | 0.0 | -2.1 | -0.2 | 0.3 | 0.4 | 1.5 | 1.7 | 0.1 | -0.1 | 1.1 | -2.3 |
| 2005 |
+2.49 | -0.89 | 0.0 | -0.5 | 0.2 | 1.8 | 0.8 | 0.5 | -2.5 | 2.5 | -0.2 | -1.3 | 0.2 | 1.0 |
| 2004 |
+8.28 | +4.86 | 1.2 | 2.1 | 1.7 | -4.8 | 2.0 | -0.1 | 0.8 | 2.7 | 0.1 | 1.1 | -0.3 | 1.8 |
| 2003 |
+8.00 | +6.01 | 0.6 | 3.7 | -1.6 | -0.3 | 4.7 | -0.9 | -4.5 | 1.7 | 3.2 | 0.5 | 0.1 | 0.9 |
| 2002 |
+16.61 | +13.90 | 0.6 | 1.6 | -0.6 | 2.8 | 1.5 | 1.3 | 1.7 | 3.6 | 2.5 | -2.8 | 0.0 | 3.5 |
| 2001 |
+7.61 | +5.97 | 1.9 | 1.7 | 0.9 | 0.6 | 1.1 | -0.1 | 1.6 | 0.3 | 0.5 | 2.3 | -2.3 | -1.1 |
| 2000 |
+17.65 | +13.80 | 0.5 | 2.4 | 2.7 | -0.5 | -0.4 | 2.3 | 1.0 | 2.0 | -0.1 | 1.4 | 2.7 | 2.2 |
| 1999 |
-4.47 | -6.97 | 0.9 | -2.9 | 0.0 | 0.5 | -1.2 | -0.9 | -0.5 | -0.3 | 1.2 | 0.4 | -0.5 | -1.1 |
| 1998 |
+9.27 | +7.53 | 1.5 | -0.4 | 0.2 | 0.6 | 1.2 | 1.2 | 0.1 | 2.3 | 2.4 | -0.8 | 0.7 | -0.2 |
| 1997 |
+12.71 | +10.83 | -0.3 | 0.0 | -2.2 | 2.5 | 1.1 | 1.6 | 4.7 | -1.7 | 2.2 | 2.0 | 1.1 | 1.2 |
| 1996 |
+1.33 | -1.93 | 0.1 | -3.5 | -1.4 | -1.3 | -0.5 | 1.8 | 0.2 | -1.2 | 2.8 | 3.6 | 2.8 | -1.9 |
| 1995 |
+23.02 | +19.98 | 2.6 | 2.2 | 0.8 | 1.2 | 5.1 | 0.8 | -0.4 | 2.0 | 1.5 | 1.5 | 1.8 | 2.0 |
| 1994 |
-6.25 | -8.69 | 2.6 | -3.5 | -4.2 | -1.6 | -0.6 | -0.5 | 3.0 | -0.1 | -2.9 | -0.5 | 0.4 | 1.9 |
| 1993 |
+15.75 | +12.65 | 2.3 | 3.3 | 0.1 | 0.8 | 0.2 | 3.6 | 1.5 | 3.6 | 0.3 | 0.2 | -1.5 | 0.4 |
| 1992 |
+8.74 | +5.67 | -3.4 | 1.4 | -1.3 | -0.5 | 3.0 | 1.7 | 3.8 | 0.9 | 2.1 | -2.4 | 0.4 | 2.9 |
| 1991 |
+18.60 | +15.08 | 0.9 | 0.7 | 0.4 | 0.8 | 0.3 | -0.3 | 1.5 | 2.8 | 2.8 | 0.8 | 1.0 | 5.6 |
| 1990 |
+8.20 | +1.97 | -2.6 | 0.2 | -0.2 | -1.8 | 3.7 | 1.9 | 1.2 | -2.5 | 1.0 | 1.9 | 3.4 | 1.9 |
| 1989 |
+15.77 | +10.63 | 1.4 | -1.4 | 0.7 | 2.4 | 3.4 | 4.0 | 2.5 | -2.5 | 0.2 | 3.2 | 1.1 | -0.1 |
| 1988 |
+6.51 | +2.00 | 4.5 | 1.3 | -2.1 | -1.3 | -1.4 | 3.2 | -1.2 | -0.1 | 3.2 | 2.2 | -2.0 | 0.2 |
| 1987 |
-0.24 | -4.48 | 1.2 | 0.7 | -1.4 | -3.9 | -1.0 | 1.6 | -0.9 | -1.3 | -3.0 | 5.8 | 0.2 | 2.0 |
| 1986 |
+18.39 | +17.10 | 0.0 | 7.0 | 5.6 | 0.5 | -4.2 | 5.4 | 0.5 | 3.2 | -3.2 | 1.2 | 1.8 | -0.2 |
| 1985 |
+26.04 | +21.43 | 2.9 | -3.7 | 2.2 | 2.1 | 7.7 | 0.8 | -1.4 | 2.4 | 0.4 | 2.5 | 3.3 | 4.5 |
ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
