Data Source: from January 1970 to May 2023 (~53 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 06 2023
Consolidated Returns as of 31 May 2023
Live Update: Jun 06 2023
Category: Stocks
ETF: SPDR S&P International Dividend ETF (DWX)
ETF • LIVE PERFORMANCE (USD currency)
0.61%
1 Day
Jun 06 2023
2.38%
Current Month
June 2023
In the last 30 Years, the SPDR S&P International Dividend ETF (DWX) ETF obtained a 7.58% compound annual return, with a 21.11% standard deviation.
In 2022, the ETF granted a 3.95% dividend yield. If you are interested in getting periodic income, please refer to the SPDR S&P International Dividend ETF (DWX) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Multi Cap
- Style: Blend
- Region: Developed Markets
- Country: Broad Developed Markets
The SPDR S&P International Dividend ETF (DWX) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | DWX Weight▾ |
|---|---|---|
| Aggressive Global Income | 30.00% |
Historical Returns as of May 31, 2023
Historical returns and Metrics of SPDR S&P International Dividend ETF (DWX) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to February 2008, are retrieved using the historical series of equivalent ETFs / Assets.
- No fees or capital gain taxes
- the reinvestment of dividends
ETF Returns, up to February 2008, are retrieved using the historical series of equivalent ETFs / Assets.
SPDR S&P INTERNATIONAL DIVIDEND ETF (DWX) ETF
Portfolio Metrics
Data Source: 1 January 1970 - 31 May 2023 (~53 years)
Swipe left to see all data
| Metrics as of May 31, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~53Y) |
|
| Portfolio Return (%) | -4.06 | 1.63 | 5.02 | -4.80 | 5.74 | 1.46 | 1.54 | 6.12 | 7.58 | 9.64 |
| US Inflation (%) | 0.00 | 0.84 | 1.90 | 3.79 | 5.77 | 3.81 | 2.68 | 2.55 | 2.51 | 3.98 |
| Infl. Adjusted Return (%) | -4.06 | 0.78 | 3.06 | -8.27 | -0.03 | -2.27 | -1.11 | 3.49 | 4.94 | 5.45 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 20.43 | 15.17 | 15.58 | 14.63 | 19.74 | 21.11 | 19.69 | |||
| Sharpe Ratio | -0.39 | 0.31 | 0.01 | 0.05 | 0.25 | 0.25 | 0.29 | |||
| Sortino Ratio | -0.56 | 0.43 | 0.01 | 0.07 | 0.34 | 0.38 | 0.42 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -20.50 | -24.12 | -24.12 | -33.45 | -66.27 | -66.27 | -66.27 | |||
| Start (yyyy mm) | 2022 06 | 2021 09 | 2021 09 | 2014 07 | 2007 11 | 2007 11 | 2007 11 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2016 02 | 2009 02 | 2009 02 | 2009 02 | |||
| Start to Bottom (# months) | 4 | 13 | 13 | 20 | 16 | 16 | 16 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 21
|
> 21
|
66
|
> 187
|
> 187
|
> 187
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 247.65 | 59.25 | 40.26 | 23.88 | 18.17 | 16.51 | ||||
| Worst Return (%) | -61.06 | -20.15 | -6.91 | -2.02 | 2.58 | 7.12 | ||||
| % Positive Periods | 69% | 80% | 88% | 95% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 2 | 3 | 6 | 22 | 34 | 67 | 141 | 210 | 378 |
| Negative | 1 | 1 | 3 | 6 | 14 | 26 | 53 | 99 | 150 | 263 |
| % Positive | 0% | 67% | 50% | 50% | 61% | 57% | 56% | 59% | 58% | 59% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 36.81 | 19.64 | 9.76 | 10.45 | 8.63 | 5.56 | ||||
| Perpetual WR (%) | 0.00 | 0.00 | 0.00 | 3.37 | 4.71 | 5.16 | ||||
- 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 SPDR S&P International Dividend ETF (DWX) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).
SPDR S&P INTERNATIONAL DIVIDEND ETF (DWX) ETF
Monthly correlations as of 31 May 2023
Swipe left to see all data
| Correlation vs DWX | ||||||
|---|---|---|---|---|---|---|
|
|
||||||
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
US Total Stock Market VTI |
0.79
|
0.82
|
0.74
|
0.66
|
0.65
|
|
|
US Large Cap SPY |
0.80
|
0.83
|
0.75
|
0.62
|
0.61
|
|
|
US Small Cap IJR |
0.67
|
0.78
|
0.64
|
0.67
|
0.66
|
|
|
US REITs VNQ |
0.87
|
0.82
|
0.61
|
0.50
|
0.50
|
|
|
US Technology QQQ |
0.67
|
0.67
|
0.61
|
0.58
|
0.56
|
|
|
Preferred Stocks PFF |
0.72
|
0.75
|
0.61
|
0.44
|
0.43
|
|
|
EAFE Stocks EFA |
0.98
|
0.95
|
0.90
|
0.82
|
0.83
|
|
|
World All Countries VT |
0.90
|
0.90
|
0.85
|
0.76
|
0.77
|
|
|
Emerging Markets EEM |
0.89
|
0.83
|
0.85
|
0.72
|
0.70
|
|
|
Europe VGK |
0.97
|
0.95
|
0.89
|
0.78
|
0.78
|
|
|
Pacific VPL |
0.95
|
0.88
|
0.84
|
0.71
|
0.72
|
|
|
Latin America FLLA |
0.58
|
0.70
|
0.72
|
0.67
|
0.66
|
|
|
US Total Bond Market BND |
0.88
|
0.50
|
0.38
|
0.13
|
0.13
|
|
|
Long Term Treasuries TLT |
0.79
|
0.11
|
0.04
|
-0.11
|
-0.10
|
|
|
US Cash BIL |
0.28
|
-0.08
|
-0.04
|
0.03
|
0.02
|
|
|
TIPS TIP |
0.82
|
0.56
|
0.50
|
0.19
|
0.19
|
|
|
Invest. Grade Bonds LQD |
0.90
|
0.67
|
0.56
|
0.29
|
0.28
|
|
|
High Yield Bonds HYG |
0.78
|
0.78
|
0.73
|
0.60
|
0.59
|
|
|
International Bonds BNDX |
0.77
|
0.49
|
0.33
|
0.13
|
0.13
|
|
|
Emerg. Market Bonds EMB |
0.93
|
0.81
|
0.74
|
0.52
|
0.51
|
|
|
Gold GLD |
0.72
|
0.33
|
0.28
|
0.20
|
0.20
|
|
|
Commodities DBC |
0.79
|
0.59
|
0.58
|
0.44
|
0.43
|
|
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 SPDR S&P International Dividend ETF (DWX) ETF: Dividend Yield page.
An investment of 1000$, since June 1993,
now would be worth 8947.91$, with a total return of 794.79% (7.58% annualized).
The Inflation Adjusted Capital now would be 4253.28$, with a net total return of 325.33% (4.94% annualized).
The Inflation Adjusted Capital now would be 4253.28$, with a net total return of 325.33% (4.94% annualized).
An investment of 1000$, since January 1970,
now would be worth 136657.42$, with a total return of 13565.74% (9.64% annualized).
The Inflation Adjusted Capital now would be 16982.90$, with a net total return of 1598.29% (5.45% annualized).
The Inflation Adjusted Capital now would be 16982.90$, with a net total return of 1598.29% (5.45% 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.
SPDR S&P INTERNATIONAL DIVIDEND ETF (DWX) 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 |
| -66.27% | Nov 2007 | Feb 2009 | 16 | in progress | 171 | 187 |
| -50.44% | Mar 2000 | Sep 2001 | 19 | Feb 2005 | 41 | 60 |
| -22.01% | Jun 1998 | Sep 1998 | 4 | Jun 1999 | 9 | 13 |
| -13.15% | Sep 1994 | Feb 1995 | 6 | Mar 1996 | 13 | 19 |
| -10.94% | Sep 1993 | Nov 1993 | 3 | Jan 1994 | 2 | 5 |
| -8.60% | Aug 1997 | Aug 1997 | 1 | Feb 1998 | 6 | 7 |
| -7.12% | May 2006 | Jul 2006 | 3 | Oct 2006 | 3 | 6 |
| -5.82% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
| -4.41% | May 1996 | Jan 1997 | 9 | May 1997 | 4 | 13 |
| -3.57% | Oct 2005 | Oct 2005 | 1 | Nov 2005 | 1 | 2 |
| -3.24% | Aug 2007 | Aug 2007 | 1 | Sep 2007 | 1 | 2 |
| -3.02% | Mar 1994 | Mar 1994 | 1 | Apr 1994 | 1 | 2 |
| -2.98% | Jun 1993 | Jun 1993 | 1 | Jul 1993 | 1 | 2 |
| -1.19% | Feb 2006 | Feb 2006 | 1 | Mar 2006 | 1 | 2 |
| -0.09% | May 1994 | May 1994 | 1 | Jun 1994 | 1 | 2 |
Worst drawdowns since January 1970.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -66.27% | Nov 2007 | Feb 2009 | 16 | in progress | 171 | 187 |
| -50.44% | Mar 2000 | Sep 2001 | 19 | Feb 2005 | 41 | 60 |
| -36.95% | Jan 1973 | Sep 1974 | 21 | Jan 1976 | 16 | 37 |
| -31.21% | Jan 1990 | Sep 1990 | 9 | Jan 1994 | 40 | 49 |
| -28.71% | Jan 1970 | Jun 1970 | 6 | Apr 1971 | 10 | 16 |
| -28.62% | Dec 1980 | Jul 1982 | 20 | Mar 1983 | 8 | 28 |
| -22.01% | Jun 1998 | Sep 1998 | 4 | Jun 1999 | 9 | 13 |
| -13.46% | Sep 1987 | Oct 1987 | 2 | Mar 1988 | 5 | 7 |
| -13.15% | Sep 1994 | Feb 1995 | 6 | Mar 1996 | 13 | 19 |
| -11.44% | Feb 1976 | Nov 1976 | 10 | Aug 1977 | 9 | 19 |
| -10.89% | Feb 1980 | Mar 1980 | 2 | Jul 1980 | 4 | 6 |
| -9.43% | May 1988 | Aug 1988 | 4 | Nov 1988 | 3 | 7 |
| -8.70% | Sep 1986 | Oct 1986 | 2 | Dec 1986 | 2 | 4 |
| -8.67% | Dec 1983 | May 1984 | 6 | Aug 1984 | 3 | 9 |
| -8.60% | Aug 1997 | Aug 1997 | 1 | Feb 1998 | 6 | 7 |
| -7.98% | Sep 1979 | Oct 1979 | 2 | Jan 1980 | 3 | 5 |
| -7.94% | Mar 1989 | Jun 1989 | 4 | Jul 1989 | 1 | 5 |
| -7.12% | May 2006 | Jul 2006 | 3 | Oct 2006 | 3 | 6 |
| -5.98% | Oct 1978 | Oct 1978 | 1 | Dec 1978 | 2 | 3 |
| -5.82% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 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.
SPDR S&P INTERNATIONAL DIVIDEND ETF (DWX) ETF
Annualized Rolling Returns
Data Source: from January 1970 to May 2023
Swipe left to see all data
| Rolling Period |
Annualized Return (%) | Negative Periods |
|||
|---|---|---|---|---|---|
| Average | Latest | Best | Worst | ||
| 1 Year |
13.36 | -4.80 |
247.65 Mar 1999 - Feb 2000 |
-61.06 Mar 2008 - Feb 2009 |
31.27% |
| 2 Years |
11.67 | -4.19 |
86.99 Mar 1998 - Feb 2000 |
-34.45 Mar 2007 - Feb 2009 |
25.08% |
| 3 Years |
11.02 | 5.74 |
59.25 Mar 1997 - Feb 2000 |
-20.15 Mar 2000 - Feb 2003 |
19.80% |
| 5 Years |
10.74 | 1.46 |
40.26 Aug 1982 - Jul 1987 |
-6.91 Jun 2007 - May 2012 |
11.51% |
| 7 Years |
10.81 | 3.93 |
31.92 Aug 1982 - Jul 1989 |
-3.13 Nov 2007 - Oct 2014 |
4.66% |
| 10 Years |
11.07 | 1.54 |
23.88 May 1977 - Apr 1987 |
-2.02 Nov 2007 - Oct 2017 |
4.79% |
| 15 Years |
11.57 | 0.07 |
21.13 Mar 1985 - Feb 2000 |
-1.97 Nov 2007 - Oct 2022 |
1.73% |
| 20 Years |
11.68 | 6.12 |
18.17 Mar 1980 - Feb 2000 |
2.58 Apr 2000 - Mar 2020 |
0.00% |
| 30 Years |
11.74 | 7.58 |
16.51 Nov 1977 - Oct 2007 |
7.12 Jun 1990 - May 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 SPDR S&P International Dividend ETF (DWX) 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
SPDR S&P INTERNATIONAL DIVIDEND ETF (DWX) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2023
The annualized return of the last 10 years has been 1.54% (updated at May 31, 2023).
Seasonality
SPDR S&P International Dividend ETF (DWX) 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 |
2.67
60% |
-2.02
40% |
-1.52
80% |
1.70
80% |
0.00
60% |
-0.10
40% |
1.02
80% |
-0.84
40% |
-3.13
20% |
-0.30
60% |
4.13
60% |
1.07
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.67
|
100.59
|
99.07
|
100.75
|
100.75
|
100.65
|
101.68
|
100.83
|
97.68
|
97.39
|
101.41
|
102.50
|
| Best |
7.3 2023 |
1.7 2019 |
5.1 2021 |
4.3 2020 |
3.2 2021 |
5.0 2019 |
2.6 2018 |
3.3 2020 |
2.5 2019 |
2.8 2022 |
10.9 2022 |
4.2 2021 |
| Worst |
-0.6 2021 |
-7.6 2020 |
-16.3 2020 |
-4.2 2022 |
-4.1 2023 |
-6.9 2022 |
-2.4 2019 |
-5.6 2022 |
-10.7 2022 |
-5.9 2018 |
-3.1 2021 |
-3.3 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 |
1.09
60% |
-0.49
50% |
0.34
70% |
2.81
80% |
-0.60
50% |
-0.49
50% |
0.66
70% |
-1.29
40% |
-1.73
40% |
0.64
60% |
1.35
40% |
0.31
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.09
|
100.60
|
100.94
|
103.78
|
103.16
|
102.65
|
103.33
|
102.00
|
100.24
|
100.88
|
102.24
|
102.56
|
| Best |
7.3 2023 |
6.3 2014 |
11.0 2016 |
9.8 2015 |
3.2 2021 |
5.0 2019 |
4.1 2016 |
3.3 2020 |
7.6 2013 |
5.9 2015 |
10.9 2022 |
4.2 2021 |
| Worst |
-5.1 2014 |
-7.6 2020 |
-16.3 2020 |
-4.2 2022 |
-4.7 2015 |
-6.9 2022 |
-6.1 2015 |
-7.4 2015 |
-10.7 2022 |
-5.9 2018 |
-3.1 2021 |
-5.9 2014 |
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 |
1.09
57% |
1.19
63% |
1.21
65% |
2.37
72% |
-0.19
46% |
0.20
49% |
0.87
58% |
0.30
55% |
-0.73
53% |
0.81
57% |
1.61
62% |
2.40
70% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.09
|
102.29
|
103.53
|
105.98
|
105.78
|
105.99
|
106.91
|
107.23
|
106.45
|
107.31
|
109.03
|
111.65
|
| Best |
11.8 1975 |
34.6 2000 |
13.4 2009 |
26.3 2009 |
15.6 2009 |
14.9 1999 |
12.2 1989 |
12.1 1982 |
11.1 2010 |
17.8 1974 |
36.9 1999 |
21.0 1999 |
| Worst |
-14.2 2009 |
-10.5 2009 |
-16.3 2020 |
-10.8 1970 |
-12.8 2012 |
-10.9 2008 |
-7.6 2002 |
-12.6 1998 |
-16.5 2008 |
-27.6 2008 |
-10.1 1973 |
-5.9 2014 |
Monthly Seasonality over the period Jan 1970 - May 2023
Monthly/Yearly Returns
SPDR S&P International Dividend ETF (DWX) ETF data source starts from January 1970: 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 1970 - May 2023
378 Positive Months (59%) - 263 Negative Months (41%)
MONTHLY RETURNS TABLE
Jan 1970 - 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 |
+5.91 | +3.61 | 7.3 | -2.9 | 2.3 | 3.6 | -4.1 | |||||||
| 2022 |
-13.00 | -18.28 | 1.0 | -1.5 | 0.7 | -4.2 | 0.9 | -6.9 | 1.2 | -5.6 | -10.7 | 2.8 | 10.9 | -0.8 |
| 2021 |
+10.56 | +3.29 | -0.6 | 0.2 | 5.1 | 2.7 | 3.2 | -1.3 | 1.7 | 0.6 | -4.8 | 2.6 | -3.1 | 4.2 |
| 2020 |
-5.06 | -6.33 | -0.5 | -7.6 | -16.3 | 4.3 | 1.9 | 3.1 | 2.0 | 3.3 | -2.2 | -3.7 | 10.2 | 3.0 |
| 2019 |
+19.59 | +16.92 | 6.3 | 1.7 | 0.7 | 2.0 | -2.0 | 5.0 | -2.4 | -0.1 | 2.5 | 2.7 | -0.2 | 2.3 |
| 2018 |
-11.08 | -12.74 | 2.9 | -4.9 | -0.1 | 0.0 | -2.1 | -0.4 | 2.6 | -2.5 | -0.4 | -5.9 | 2.9 | -3.3 |
| 2017 |
+18.90 | +16.45 | 3.1 | 0.5 | 2.5 | 1.3 | 2.9 | 0.1 | 3.1 | 1.0 | 0.0 | 0.0 | 1.6 | 1.4 |
| 2016 |
+14.04 | +11.72 | -3.6 | -1.6 | 11.0 | 4.5 | -3.2 | 1.0 | 4.1 | -0.8 | 2.5 | -0.9 | -2.0 | 3.2 |
| 2015 |
-16.42 | -17.02 | 0.4 | 5.0 | -4.9 | 9.8 | -4.7 | -3.8 | -6.1 | -7.4 | -4.5 | 5.9 | -3.0 | -2.8 |
| 2014 |
-6.64 | -7.34 | -5.1 | 6.3 | 2.3 | 4.1 | 1.1 | 2.4 | -2.3 | 0.5 | -7.2 | -0.5 | -1.5 | -5.9 |
| 2013 |
+5.94 | +4.37 | 2.1 | -2.3 | 2.1 | 3.2 | -5.8 | -4.1 | 2.8 | -2.0 | 7.6 | 3.3 | -2.3 | 1.9 |
| 2012 |
+10.49 | +8.60 | 5.0 | 4.6 | -1.4 | -3.1 | -12.8 | 9.5 | -3.9 | 5.0 | 1.8 | 0.4 | 0.3 | 6.6 |
| 2011 |
-11.64 | -14.18 | 1.6 | 2.2 | 2.6 | 8.4 | -3.7 | -2.0 | -5.6 | -6.5 | -12.9 | 10.7 | -2.6 | -2.2 |
| 2010 |
+7.75 | +6.17 | -4.4 | -0.5 | 5.2 | -1.8 | -11.7 | -1.5 | 11.5 | -3.1 | 11.1 | 5.0 | -7.7 | 8.3 |
| 2009 |
+62.25 | +57.95 | -14.2 | -10.5 | 13.4 | 26.3 | 15.6 | -2.1 | 11.0 | 5.9 | 6.9 | -2.0 | 4.9 | 1.0 |
| 2008 |
-51.63 | -51.67 | -7.1 | 2.7 | -0.4 | 0.1 | -1.1 | -10.9 | -4.3 | -0.4 | -16.5 | -27.6 | -9.5 | 10.6 |
| 2007 |
+18.13 | +13.49 | 1.3 | 0.8 | 3.9 | 4.0 | 4.5 | 0.0 | 1.0 | -3.2 | 7.7 | 7.1 | -8.3 | -1.0 |
| 2006 |
+31.48 | +28.22 | 8.1 | -1.2 | 5.1 | 5.5 | -5.2 | -1.7 | -0.3 | 3.0 | 0.8 | 6.0 | 4.7 | 3.8 |
| 2005 |
+31.82 | +27.46 | 0.0 | 5.0 | -2.5 | -3.4 | 1.3 | 2.1 | 5.3 | 4.0 | 6.4 | -3.6 | 5.8 | 8.5 |
| 2004 |
+23.52 | +19.62 | 2.1 | 2.7 | 1.0 | -4.3 | -1.4 | 2.0 | -3.0 | 1.5 | 3.6 | 3.2 | 9.5 | 5.2 |
| 2003 |
+48.59 | +45.85 | -0.6 | -1.8 | -1.7 | 6.0 | 7.1 | 2.0 | 3.2 | 6.0 | 4.0 | 8.3 | 0.0 | 8.5 |
| 2002 |
-3.44 | -5.68 | 2.1 | 3.7 | 6.1 | 2.9 | 1.6 | -4.0 | -7.6 | -1.3 | -9.0 | 1.6 | 4.8 | -3.1 |
| 2001 |
-17.61 | -18.87 | -0.8 | -6.5 | -7.0 | 4.0 | 1.0 | -2.4 | -3.6 | -0.7 | -10.7 | 3.6 | 0.8 | 4.4 |
| 2000 |
-8.58 | -11.58 | 3.6 | 34.6 | -10.8 | -9.8 | -9.0 | 5.0 | -2.2 | 4.8 | -4.2 | -7.6 | -5.2 | -1.0 |
| 1999 |
+150.55 | +144.00 | -0.6 | 1.2 | 1.4 | 2.0 | 0.8 | 14.9 | 8.7 | 1.4 | 4.0 | 9.7 | 36.9 | 21.0 |
| 1998 |
+10.41 | +8.66 | 3.3 | 6.9 | 8.6 | 3.7 | 4.2 | -2.6 | -1.4 | -12.6 | -7.0 | 2.2 | 3.5 | 3.3 |
| 1997 |
+4.02 | +2.28 | -2.4 | 1.8 | -0.1 | 0.2 | 6.5 | 5.4 | 1.6 | -8.6 | 5.5 | -1.6 | -2.0 | -1.4 |
| 1996 |
+4.68 | +1.31 | 0.5 | 0.3 | 2.0 | 4.0 | -1.3 | 0.4 | -3.2 | 0.0 | 2.1 | -1.2 | 3.1 | -1.9 |
| 1995 |
+3.98 | +1.41 | -3.9 | -5.2 | 6.5 | 3.5 | -1.9 | -1.8 | 5.7 | -3.4 | 1.6 | -2.6 | 2.5 | 3.7 |
| 1994 |
+9.76 | +6.90 | 9.9 | 0.4 | -3.0 | 3.3 | -0.1 | 2.0 | 0.5 | 1.7 | -2.9 | 2.8 | -5.4 | 0.9 |
| 1993 |
+29.92 | +26.45 | 0.0 | 3.5 | 10.1 | 10.0 | 3.6 | -3.0 | 4.2 | 4.8 | -3.0 | 1.3 | -9.4 | 6.1 |
| 1992 |
-14.79 | -17.19 | -2.4 | -3.7 | -7.2 | -0.8 | 7.1 | -4.6 | -3.3 | 7.0 | -2.7 | -5.3 | 0.8 | 0.5 |
| 1991 |
+9.48 | +6.23 | 1.7 | 11.1 | -4.8 | 1.6 | -0.4 | -6.6 | 4.0 | -3.1 | 6.4 | 2.0 | -5.3 | 4.0 |
| 1990 |
-24.79 | -29.11 | -3.6 | -6.5 | -10.4 | -2.8 | 11.7 | -0.3 | 2.3 | -10.4 | -14.2 | 17.1 | -7.8 | 1.3 |
| 1989 |
+12.85 | +7.84 | 2.3 | 0.6 | -2.3 | 1.3 | -4.8 | -2.4 | 12.2 | -4.0 | 5.5 | -3.7 | 4.8 | 3.8 |
| 1988 |
+25.66 | +20.35 | 3.7 | 6.6 | 6.1 | 1.9 | -2.4 | -3.0 | 1.7 | -5.9 | 2.9 | 6.3 | 6.8 | -0.5 |
| 1987 |
+30.48 | +24.94 | 11.7 | 2.3 | 11.2 | 10.5 | 0.5 | -3.1 | -0.5 | 8.4 | -1.2 | -12.4 | 0.5 | 1.8 |
| 1986 |
+63.38 | +61.60 | 2.3 | 10.4 | 12.7 | 7.2 | -3.2 | 7.4 | 6.1 | 7.2 | -1.9 | -7.0 | 5.6 | 5.0 |
| 1985 |
+50.63 | +45.11 | 9.2 | 2.8 | 1.4 | 1.2 | 7.1 | 2.7 | 1.1 | 0.7 | -1.6 | 5.2 | 7.3 | 5.2 |
| 1984 |
+2.83 | -1.07 | -0.8 | -3.6 | 1.4 | 0.4 | -5.7 | 1.9 | -1.8 | 11.1 | -0.3 | 0.0 | -1.3 | 2.4 |
| 1983 |
+23.71 | +19.20 | 3.6 | 2.7 | 3.7 | 7.7 | -0.7 | 3.9 | -3.1 | 2.0 | 1.4 | -1.2 | 2.4 | -0.5 |
| 1982 |
-1.41 | -5.04 | -3.4 | -7.1 | -2.8 | 2.3 | -5.2 | -4.0 | -4.8 | 12.1 | -1.0 | 11.1 | 3.1 | 0.2 |
| 1981 |
-3.96 | -11.83 | -4.3 | 2.2 | 3.8 | -2.1 | 0.7 | -0.7 | 0.1 | -5.3 | -4.9 | 5.3 | 4.5 | -2.6 |
| 1980 |
+23.34 | +9.62 | 5.2 | -0.3 | -10.6 | 3.7 | 5.0 | 2.2 | 6.2 | 0.7 | 2.2 | 1.5 | 11.0 | -3.9 |
| 1979 |
+9.30 | -3.52 | 3.4 | -3.6 | 5.1 | -0.3 | -2.4 | 3.5 | 0.5 | 5.7 | -0.4 | -7.6 | 4.8 | 1.2 |
| 1978 |
+31.27 | +20.41 | -3.9 | 0.5 | 4.7 | 10.1 | 3.1 | 0.4 | 6.9 | 4.7 | 1.2 | -6.0 | 3.9 | 3.0 |
| 1977 |
+16.01 | +8.72 | -3.0 | 0.7 | 0.8 | 2.0 | 0.6 | 6.0 | 0.5 | 0.6 | 1.8 | -1.7 | 4.7 | 2.2 |
| 1976 |
+2.24 | -2.50 | 10.3 | -2.5 | 1.1 | -2.7 | -2.8 | 3.7 | -2.5 | -1.5 | 1.1 | -4.2 | -1.5 | 4.6 |
| 1975 |
+30.88 | +22.39 | 11.8 | 6.1 | 2.2 | 4.8 | 5.4 | 4.8 | -7.2 | -2.4 | -4.1 | 6.3 | 2.9 | -1.7 |
| 1974 |
-19.64 | -28.46 | -0.5 | 0.3 | -1.6 | -3.4 | -1.7 | -1.2 | -7.0 | -7.6 | -10.1 | 17.8 | -3.0 | -1.3 |
| 1973 |
-11.49 | -18.58 | -1.6 | -3.3 | 0.1 | -4.2 | -0.9 | -0.4 | 4.9 | -2.6 | 4.8 | 0.2 | -10.1 | 1.8 |
| 1972 |
+38.92 | +34.35 | 3.8 | 4.6 | 2.3 | 2.2 | 3.2 | -0.4 | 1.4 | 4.9 | 1.0 | 2.4 | 5.6 | 2.4 |
| 1971 |
+31.63 | +27.46 | 5.8 | 2.5 | 5.2 | 5.0 | -2.5 | 1.5 | -2.4 | 4.8 | 0.8 | -2.3 | 1.2 | 8.9 |
| 1970 |
-14.48 | -18.99 | -8.9 | 4.0 | -1.2 | -10.8 | -8.0 | -7.1 | 6.5 | 3.4 | 2.4 | -3.0 | 4.1 | 5.3 |
ETF Returns, up to February 2008, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
