Vanguard Large-Cap (VV): Historical Returns

Data Source: from January 1871 to April 2023 (~152 years)
Consolidated Returns as of 30 April 2023
Live Update: May 30 2023, 03:59PM Eastern Time
Category: Stocks
ETF: Vanguard Large-Cap (VV)
ETF • LIVE PERFORMANCE (USD currency)
0.04%
1 Day
May 30 2023, 03:59PM Eastern Time
1.27%
Current Month
May 2023

In the last 30 Years, the Vanguard Large-Cap (VV) ETF obtained a 9.91% compound annual return, with a 15.10% standard deviation.

In 2022, the ETF granted a 1.32% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Large-Cap (VV) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

The Vanguard Large-Cap (VV) ETF is part of the following Lazy Portfolios:

Portfolio Name Author VV Weight
Rob Arnott Portfolio Rob Arnott 10.00%
Ultimate Buy&Hold FundAdvice 6.00%
No Brainer Portfolio Bill Bernstein 25.00%
Coffeehouse Bill Schultheis 10.00%
Warren Buffett Portfolio Warren Buffett 90.00%
Dimensional 2030 Retirement Income DFA 17.50%
Ideal Index Frank Armstrong 6.25%
Lifepath Fund iShares 22.09%
Coward's Portfolio Bill Bernstein 15.00%
Sandwich Portfolio Bob Clyatt 20.00%
7Twelve Portfolio Craig Israelsen 8.34%
Simple Money Portfolio Tim Maurer 7.50%
Family Taxable Portfolio Ted Aronson 15.00%
Big Rocks Portfolio Larry Swedroe 9.00%
GAA Global Asset Allocation Mebane Faber 18.00%
Marc Faber Portfolio Marc Faber 13.00%
Sheltered Sam 100/0 Bill Bernstein 20.00%
Sheltered Sam 90/10 Bill Bernstein 18.00%
Sheltered Sam 80/20 Bill Bernstein 16.00%
Sheltered Sam 70/30 Bill Bernstein 14.00%
Sheltered Sam 60/40 Bill Bernstein 12.00%
Sheltered Sam 50/50 Bill Bernstein 10.00%
Sheltered Sam 40/60 Bill Bernstein 8.00%
Sheltered Sam 30/70 Bill Bernstein 6.00%
Sheltered Sam 20/80 Bill Bernstein 4.00%
Sheltered Sam 10/90 Bill Bernstein 2.00%

Historical Returns as of Apr 30, 2023

Historical returns and Metrics of Vanguard Large-Cap (VV) 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 2004, are retrieved using the historical series of equivalent ETFs / Assets.
VANGUARD LARGE-CAP (VV) ETF
Portfolio Metrics
Data Source: 1 January 1871 - 30 April 2023 (~152 years)
Swipe left to see all data
Metrics as of Apr 30, 2023
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~152Y)
Portfolio Return (%) 1.46 2.59 8.34 1.96 14.02 11.17 12.01 10.07 9.91 8.93
US Inflation (%) 0.51 1.40 1.80 4.93 5.77 3.90 2.69 2.54 2.51 2.12
Infl. Adjusted Return (%) 0.95 1.17 6.43 -2.83 7.80 7.00 9.07 7.35 7.21 6.67
Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 20.96 18.08 18.67 14.93 14.83 15.10 16.56
Sharpe Ratio -0.04 0.73 0.53 0.75 0.60 0.51 0.30
Sortino Ratio -0.06 0.96 0.69 1.00 0.78 0.67 0.42
MAXIMUM DRAWDOWN
Drawdown Depth (%) -12.77 -25.14 -25.14 -25.14 -50.39 -50.39 -83.65
Start (yyyy mm) 2022 05 2022 01 2022 01 2022 01 2007 11 2007 11 1929 09
Bottom (yyyy mm) 2022 09 2022 09 2022 09 2022 09 2009 02 2009 02 1932 06
Start to Bottom (# months) 5 9 9 9 16 16 34
Start to Recovery (# months) in progress
11
> 16
> 16
> 16
53
53
186
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 160.57 42.43 35.15 21.28 17.94 14.57
Worst Return (%) -67.84 -42.65 -17.97 -5.38 1.60 3.02
% Positive Periods 72% 84% 89% 97% 100% 100%
MONTHS
Positive 1 2 4 6 22 40 83 164 238 1124
Negative 0 1 2 6 14 20 37 76 122 704
% Positive 100% 67% 67% 50% 61% 67% 69% 68% 66% 61%
WITHDRAWAL RATES (WR)
Safe WR (%) 44.98 25.86 16.95 9.12 9.03 7.96
Perpetual WR (%) 7.24 6.54 8.31 6.85 6.73 6.25
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 Apr 30, 2023

Monthly correlations of Vanguard Large-Cap (VV) 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).

VANGUARD LARGE-CAP (VV) ETF
Monthly correlations as of 30 April 2023
Swipe left to see all data
Correlation vs VV
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
1.00
1.00
1.00
0.99
0.99
US Large Cap
SPY
1.00
1.00
1.00
1.00
1.00
US Small Cap
IJR
0.89
0.89
0.86
0.82
0.82
US REITs
VNQ
0.92
0.85
0.71
0.61
0.61
US Technology
QQQ
0.94
0.94
0.93
0.83
0.83
Preferred Stocks
PFF
0.67
0.78
0.70
0.45
0.45
EAFE Stocks
EFA
0.89
0.88
0.86
0.82
0.80
World All Countries
VT
0.98
0.98
0.97
0.95
0.94
Emerging Markets
EEM
0.65
0.71
0.68
0.72
0.70
Europe
VGK
0.89
0.88
0.85
0.84
0.83
Pacific
VPL
0.86
0.84
0.80
0.69
0.65
Latin America
FLLA
0.74
0.58
0.54
0.64
0.63
US Total Bond Market
BND
0.76
0.46
0.34
0.15
0.15
Long Term Treasuries
TLT
0.60
0.08
0.00
-0.13
-0.13
US Cash
BIL
-0.01
-0.16
-0.12
-0.02
-0.02
TIPS
TIP
0.92
0.60
0.44
0.21
0.20
Invest. Grade Bonds
LQD
0.81
0.64
0.54
0.32
0.31
High Yield Bonds
HYG
0.94
0.85
0.80
0.67
0.67
International Bonds
BNDX
0.88
0.50
0.39
0.14
0.14
Emerg. Market Bonds
EMB
0.80
0.72
0.64
0.56
0.56
Gold
GLD
0.37
0.20
0.09
0.04
0.04
Commodities
DBC
0.71
0.51
0.43
0.32
0.32

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 Vanguard Large-Cap (VV) ETF: Dividend Yield page.

An investment of 1000$, since May 1993, now would be worth 17027.06$, with a total return of 1602.71% (9.91% annualized).

The Inflation Adjusted Capital now would be 8082.38$, with a net total return of 708.24% (7.21% annualized).
An investment of 1000$, since January 1871, now would be worth 454191258.91$, with a total return of 45419025.89% (8.93% annualized).

The Inflation Adjusted Capital now would be 18674687.41$, with a net total return of 1867368.74% (6.67% 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.

VANGUARD LARGE-CAP (VV) 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
-50.39% Nov 2007 Feb 2009 16 Mar 2012 37 53
-44.82% Sep 2000 Sep 2002 25 Oct 2006 49 74
-25.14% Jan 2022 Sep 2022 9 in progress 7 16
-19.68% Feb 2020 Mar 2020 2 Jul 2020 4 6
-15.38% Jul 1998 Aug 1998 2 Nov 1998 3 5
-13.44% Oct 2018 Dec 2018 3 Apr 2019 4 7
-8.59% Aug 2015 Sep 2015 2 May 2016 8 10
-6.98% Feb 1994 Mar 1994 2 Aug 1994 5 7
-6.84% Jan 2000 Feb 2000 2 Mar 2000 1 3
-6.72% Apr 2012 May 2012 2 Aug 2012 3 5
-6.34% May 2019 May 2019 1 Jun 2019 1 2
-6.25% Jul 1999 Sep 1999 3 Nov 1999 2 5
-6.10% Sep 2020 Oct 2020 2 Nov 2020 1 3
-6.06% Feb 2018 Mar 2018 2 Jul 2018 4 6
-5.61% Aug 1997 Aug 1997 1 Nov 1997 3 4
-4.98% Apr 2000 May 2000 2 Aug 2000 3 5
-4.97% Jun 2007 Jul 2007 2 Sep 2007 2 4
-4.71% Sep 2021 Sep 2021 1 Oct 2021 1 2
-4.42% Jul 1996 Jul 1996 1 Sep 1996 2 3
-4.14% Mar 1997 Mar 1997 1 Apr 1997 1 2

Worst drawdowns since January 1871.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-83.65% Sep 1929 Jun 1932 34 Feb 1945 152 186
-50.39% Nov 2007 Feb 2009 16 Mar 2012 37 53
-44.87% Jan 1973 Sep 1974 21 Sep 1976 24 45
-44.82% Sep 2000 Sep 2002 25 Oct 2006 49 74
-34.09% Apr 1876 Jun 1877 15 May 1879 23 38
-34.04% Oct 1906 Nov 1907 14 Dec 1908 13 27
-29.78% Sep 1987 Nov 1987 3 May 1989 18 21
-29.19% Dec 1968 Jun 1970 19 Mar 1971 9 28
-27.90% Dec 1916 Dec 1917 13 May 1919 17 30
-26.37% Nov 1919 Jun 1921 20 Apr 1922 10 30
-25.94% Oct 1902 Oct 1903 13 Nov 1904 13 26
-25.25% Nov 1912 Oct 1914 24 Sep 1915 11 35
-25.18% Feb 1893 Aug 1893 7 Aug 1897 48 55
-25.14% Jan 2022 Sep 2022 9 in progress 7 16
-22.26% Jan 1962 Jun 1962 6 Apr 1963 10 16
-21.85% Oct 1882 Jan 1885 28 Nov 1885 10 38
-21.83% Jun 1946 Nov 1946 6 Oct 1949 35 41
-19.68% Feb 2020 Mar 2020 2 Jul 2020 4 6
-17.41% Mar 1873 Nov 1873 9 Jan 1875 14 23
-17.00% Dec 1980 Jul 1982 20 Oct 1982 3 23

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.

VANGUARD LARGE-CAP (VV) ETF
Annualized rolling and average Returns
Data Source: from January 1871 to April 2023
Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
10.68 160.57
Jul 1932 - Jun 1933
-67.84
Jul 1931 - Jun 1932
28.12%
2 Years
9.83 55.64
Jul 1932 - Jun 1934
-54.64
Jun 1930 - May 1932
21.00%
3 Years
9.49 42.43
Mar 1933 - Feb 1936
-42.65
Jul 1929 - Jun 1932
15.67%
5 Years
9.24 35.15
Jun 1932 - May 1937
-17.97
Sep 1929 - Aug 1934
10.74%
7 Years
9.16 25.68
Feb 1922 - Jan 1929
-7.64
Jul 1925 - Jun 1932
3.84%
10 Years
9.11 21.28
Jun 1949 - May 1959
-5.38
Sep 1929 - Aug 1939
3.39%
15 Years
8.99 19.30
Aug 1982 - Jul 1997
-0.72
Sep 1929 - Aug 1944
0.24%
20 Years
9.03 17.94
Apr 1980 - Mar 2000
1.60
Sep 1929 - Aug 1949
0.00%
30 Years
9.24 14.57
Jun 1932 - May 1962
3.02
Jun 1902 - May 1932
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 Vanguard Large-Cap (VV) 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

VANGUARD LARGE-CAP (VV) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2023

The annualized return of the last 10 years has been 12.01% (updated at Apr 30, 2023).

Seasonality

Vanguard Large-Cap (VV) 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
1.59
60%
-1.52
40%
0.12
80%
2.90
80%
0.30
60%
0.82
80%
4.53
100%
1.63
60%
-3.04
40%
1.54
60%
4.22
80%
-0.70
60%
 Capital Growth on monthly avg returns
100
101.59
100.04
100.17
103.08
103.38
104.23
108.95
110.73
107.36
109.02
113.61
112.82
Best 8.1
2019
3.3
2019
4.0
2021
13.0
2020
5.2
2020
7.0
2019
9.2
2022
7.6
2020
1.9
2019
7.9
2022
11.1
2020
4.2
2021
Worst -6.0
2022
-8.1
2020
-12.6
2020
-9.3
2022
-6.3
2019
-8.3
2022
1.5
2019
-3.9
2022
-9.2
2022
-6.9
2018
-1.0
2021
-8.8
2018
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
0.40
50%
0.30
50%
0.46
70%
1.76
90%
1.05
80%
0.38
70%
3.46
90%
0.37
60%
-1.39
50%
2.33
70%
3.37
90%
0.04
60%
 Capital Growth on monthly avg returns
100
100.40
100.69
101.15
102.94
104.01
104.41
108.02
108.42
106.91
109.41
113.09
113.13
Best 8.1
2019
5.8
2015
6.9
2016
13.0
2020
5.2
2020
7.0
2019
9.2
2022
7.6
2020
3.4
2013
8.3
2015
11.1
2020
4.2
2021
Worst -6.0
2022
-8.1
2020
-12.6
2020
-9.3
2022
-6.3
2019
-8.3
2022
-1.4
2014
-6.0
2015
-9.2
2022
-6.9
2018
-1.0
2021
-8.8
2018
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
1.52
66%
0.30
55%
0.57
63%
1.39
65%
0.20
58%
0.57
57%
1.47
61%
1.20
66%
-0.21
57%
0.58
57%
1.09
63%
1.27
70%
 Capital Growth on monthly avg returns
100
101.52
101.83
102.41
103.83
104.04
104.62
106.17
107.44
107.21
107.83
109.01
110.39
Best 13.3
1987
11.9
1931
11.2
1928
42.9
1933
16.5
1933
25.4
1938
38.5
1932
38.3
1932
16.9
1939
18.3
1974
12.3
1928
11.4
1991
Worst -8.0
2009
-18.1
1933
-24.5
1938
-19.8
1932
-23.5
1940
-16.2
1930
-11.3
1934
-14.5
1998
-29.6
1931
-21.7
1987
-13.1
1929
-13.9
1931
Monthly Seasonality over the period Jan 1871 - Apr 2023

Monthly/Yearly Returns

Vanguard Large-Cap (VV) ETF data source starts from January 1871: 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 1871 - Apr 2023
1124 Positive Months (61%) - 704 Negative Months (39%)
MONTHLY RETURNS TABLE
Jan 1871 - 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
+9.23 +6.87 6.5 -2.4 3.6 1.5
2022
-19.90 -24.75 -6.0 -3.0 3.7 -9.3 -0.2 -8.3 9.2 -3.9 -9.2 7.9 5.4 -5.9
2021
+27.40 +19.02 -0.8 2.6 4.0 5.4 0.5 2.7 2.4 2.9 -4.7 7.1 -1.0 4.2
2020
+20.99 +19.36 0.3 -8.1 -12.6 13.0 5.2 2.1 6.0 7.6 -3.7 -2.5 11.1 4.1
2019
+31.25 +28.32 8.1 3.3 1.9 4.0 -6.3 7.0 1.5 -1.8 1.9 2.2 3.7 2.9
2018
-4.43 -6.22 5.7 -3.7 -2.4 0.3 2.4 0.6 3.6 3.3 0.5 -6.9 1.9 -8.8
2017
+22.00 +19.48 1.9 4.0 0.1 1.1 1.4 0.6 2.1 0.3 2.1 2.4 3.0 1.3
2016
+11.78 +9.51 -5.4 -0.1 6.9 0.4 1.7 0.3 3.8 0.2 0.1 -1.8 3.7 2.0
2015
+1.02 +0.28 -3.0 5.8 -1.3 0.7 1.3 -2.0 2.1 -6.0 -2.7 8.3 0.3 -1.7
2014
+13.37 +12.52 -3.3 4.6 0.7 0.5 2.4 2.2 -1.4 4.0 -1.6 2.4 2.8 -0.3
2013
+32.69 +30.73 5.3 1.4 3.6 2.0 2.2 -1.4 5.4 -2.9 3.4 4.4 2.8 2.7
2012
+16.18 +14.20 4.9 4.2 3.3 -0.6 -6.2 3.9 1.1 2.5 2.5 -1.8 0.6 1.1
2011
+1.42 -1.49 2.3 3.4 0.1 3.0 -1.0 -1.8 -2.0 -5.7 -7.3 11.0 -0.4 0.9
2010
+15.91 +14.20 -3.5 3.1 6.1 1.6 -8.0 -5.4 7.1 -4.5 9.2 4.0 0.1 6.8
2009
+27.36 +23.99 -8.0 -10.6 8.2 10.1 5.7 0.0 7.5 3.7 3.8 -2.1 6.0 2.3
2008
-36.68 -36.73 -6.2 -2.6 -0.4 4.7 1.7 -8.1 -0.9 1.1 -8.9 -17.2 -7.6 1.9
2007
+6.18 +2.02 1.8 -1.8 1.0 4.4 3.6 -1.8 -3.2 1.8 3.9 1.6 -4.0 -0.8
2006
+15.48 +12.62 2.5 0.2 1.7 0.8 -2.8 0.3 0.3 2.2 2.6 3.2 2.2 1.2
2005
+6.03 +2.53 -2.9 2.3 -1.7 -2.2 4.0 0.5 3.5 -0.9 1.0 -1.6 3.9 0.4
2004
+10.74 +7.25 1.8 1.4 -1.5 -1.6 1.4 1.9 -3.3 0.4 1.1 1.5 4.0 3.4
2003
+28.50 +26.13 -2.6 -1.5 1.0 8.3 5.3 1.3 1.7 1.9 -1.1 5.6 0.9 5.2
2002
-22.15 -23.95 -1.5 -1.9 3.7 -6.1 -0.8 -7.1 -7.7 0.7 -10.9 8.8 5.9 -5.9
2001
-12.02 -13.37 3.5 -9.1 -6.4 7.8 0.7 -2.4 -1.0 -6.3 -8.1 1.9 7.7 0.9
2000
-9.06 -12.04 -5.0 -1.9 9.8 -3.0 -2.0 2.5 -1.5 6.2 -5.3 -0.4 -7.9 0.5
1999
+21.07 +17.90 4.2 -3.1 4.0 3.9 -2.4 5.6 -3.1 -0.5 -2.7 6.3 2.0 6.0
1998
+28.62 +26.58 1.1 7.2 5.1 1.0 -1.7 4.1 -1.1 -14.5 6.4 8.2 6.1 5.8
1997
+33.19 +30.96 6.2 0.8 -4.1 6.0 6.1 4.5 8.0 -5.6 5.5 -3.4 4.6 1.7
1996
+22.88 +18.93 3.4 0.9 1.0 1.5 2.5 0.4 -4.4 2.1 5.6 2.8 7.6 -2.0
1995
+37.45 +34.04 2.6 3.9 3.0 2.9 4.0 2.3 3.3 0.3 4.2 -0.4 4.4 1.9
1994
+1.18 -1.46 3.4 -2.7 -4.4 1.3 1.6 -2.4 3.3 4.1 -2.4 2.2 -3.7 1.5
1993
+9.89 +6.95 0.8 1.4 2.1 -2.4 2.7 0.3 -0.4 3.8 -0.8 2.1 -1.0 1.2
1992
+7.42 +4.40 -1.9 1.2 -1.9 2.9 0.5 -1.5 4.0 -2.1 1.2 0.3 3.4 1.2
1991
+30.22 +26.35 4.4 7.1 2.4 0.2 4.3 -4.6 4.6 2.3 -1.7 1.3 -4.0 11.4
1990
-3.32 -8.89 -6.7 1.3 2.6 -2.5 9.7 -0.7 -0.4 -9.0 -4.9 -0.4 6.4 2.7
1989
+31.36 +25.53 7.3 -2.5 2.3 5.2 4.0 -0.6 9.0 1.9 -0.4 -2.3 2.0 2.4
1988
+16.22 +11.30 4.2 4.6 -3.0 1.0 0.8 4.6 -0.4 -3.4 4.3 2.7 -1.5 1.7
1987
+4.71 +0.26 13.3 4.0 2.9 -1.0 1.0 5.0 4.9 3.8 -2.3 -21.7 -8.2 7.6
1986
+18.06 +16.78 0.4 7.6 5.5 -1.3 5.5 1.7 -5.7 7.5 -8.3 5.6 2.6 -2.6
1985
+31.23 +26.43 7.6 1.4 0.0 -0.3 6.0 1.4 -0.2 -0.7 -3.1 4.4 6.9 4.7
1984
+6.21 +2.18 -0.5 -3.3 1.6 0.7 -5.4 2.2 -1.5 11.2 0.0 0.3 -1.0 2.6
1983
+21.29 +16.86 3.4 2.5 3.5 7.6 -0.9 3.7 -3.2 1.8 1.3 -1.4 2.3 -0.6
1982
+20.97 +16.51 -1.5 -5.1 -0.7 4.1 -2.8 -1.6 -2.2 12.4 1.0 11.1 4.2 1.7
1981
-5.21 -12.97 -4.4 2.1 3.7 -2.2 0.6 -0.9 0.0 -5.4 -5.0 5.2 4.4 -2.8
1980
+31.92 +17.24 5.9 0.4 -9.8 4.3 5.5 2.8 6.6 1.3 2.7 2.0 11.0 -3.1
1979
+18.05 +4.20 4.1 -2.9 5.7 0.4 -1.7 4.0 1.1 6.1 0.2 -6.5 5.1 1.8
1978
+5.87 -2.89 -6.0 -1.7 2.6 8.5 1.3 -1.6 5.7 3.4 -0.6 -8.9 2.6 1.7
1977
-7.84 -13.63 -5.0 -1.4 -1.3 0.0 -1.5 4.5 -1.5 -1.4 0.0 -4.2 3.5 0.5
1976
+24.18 +18.42 12.2 -0.8 2.7 -1.0 -1.0 5.0 -0.7 0.2 2.5 -2.1 0.3 5.4
1975
+36.95 +28.06 12.3 6.5 2.6 5.2 5.7 5.0 -6.7 -2.0 -3.6 6.5 3.2 -1.3
1974
-26.93 -34.95 -1.1 -0.3 -2.3 -4.0 -2.4 -1.9 -8.0 -8.7 -11.5 18.3 -4.0 -2.2
1973
-16.18 -22.89 -2.0 -3.7 -0.4 -4.6 -1.4 -0.8 4.6 -3.1 4.5 -0.2 -10.9 1.5
1972
+18.95 +15.04 2.2 3.0 0.8 0.7 1.9 -1.9 0.0 3.9 -0.4 1.2 4.9 1.4
1971
+14.34 +10.72 4.3 1.2 4.0 3.9 -3.9 0.3 -3.9 3.9 -0.4 -3.9 0.0 8.9
1970
+4.00 -1.49 -7.4 5.6 0.4 -8.8 -5.8 -4.7 7.7 4.8 3.7 -0.9 5.1 6.0
1969
-8.48 -13.82 -0.6 -4.5 3.7 2.4 0.0 -5.3 -5.8 4.3 -2.2 4.6 -3.1 -1.6
1968
+10.99 +5.99 -4.1 -2.9 1.2 8.3 1.5 1.2 -1.6 5.6 0.0 1.0 5.0 -3.9
1967
+23.95 +20.29 8.1 0.5 4.2 4.5 -5.0 2.0 4.8 2.6 0.0 -2.7 0.4 2.9
1966
-10.10 -13.10 0.7 -1.5 -1.9 2.3 -5.2 -1.3 -1.1 -7.5 -0.4 5.1 0.6 0.2
1965
+12.36 +10.24 3.6 0.1 -1.2 3.7 -0.5 -4.6 1.6 2.5 3.5 3.0 -0.6 1.1
1964
+16.37 +15.25 3.0 1.2 1.8 0.9 1.4 1.9 2.1 -1.4 3.1 1.1 -0.3 0.6
1963
+22.71 +20.73 5.2 -2.6 3.8 5.1 1.7 -1.8 -0.1 5.1 -0.9 3.5 -0.8 2.7
1962
-8.80 -10.00 -3.6 1.9 -0.3 -6.0 -8.3 -7.9 6.7 1.8 -4.5 0.8 10.5 1.6
1961
+26.80 +25.96 6.6 3.0 2.8 0.6 2.2 -2.6 3.5 2.2 -1.7 3.1 4.2 0.6
1960
+0.47 -0.87 -6.9 1.2 -1.1 -1.5 3.0 2.2 -2.2 2.9 -5.8 0.1 4.3 4.9
1959
+11.92 +10.02 0.7 0.3 0.3 4.2 2.2 -0.1 3.8 -1.3 -4.3 1.4 1.6 3.0
1958
+43.34 +40.86 4.6 -1.7 3.5 3.5 1.8 2.9 4.6 1.5 5.1 2.8 2.5 5.5
1957
-10.85 -13.36 -3.9 -3.0 2.3 4.0 4.0 0.2 1.5 -5.3 -5.9 -2.9 2.0 -3.8
1956
+6.62 +3.53 -3.3 3.8 7.3 0.1 -6.3 4.3 5.5 -3.5 -4.2 0.9 -0.8 3.8
1955
+31.45 +30.96 2.2 0.7 -0.1 4.1 0.2 8.6 6.4 -0.5 1.5 -2.7 7.8 0.2
1954
+52.41 +53.55 5.6 0.8 3.5 5.4 3.7 0.5 6.1 -3.0 8.7 -1.6 8.5 5.5
1953
-1.10 -1.84 -0.3 -1.4 -1.9 -2.2 0.2 -1.2 3.1 -5.3 0.6 5.6 1.4 0.7
1952
+18.50 +17.61 2.1 -3.2 5.3 -3.8 2.8 5.1 2.3 -1.0 -1.5 0.4 5.2 4.0
1951
+24.54 +17.49 6.8 1.2 -1.3 5.4 -3.5 -2.0 7.5 5.0 0.0 -0.9 0.3 4.4
1950
+30.56 +23.24 2.3 1.6 1.0 5.1 4.5 -5.3 1.5 3.9 6.2 1.0 0.5 5.2
1949
+18.06 +20.56 0.7 -3.4 3.6 -1.5 -3.2 0.3 6.9 1.8 2.9 3.6 0.7 5.0
1948
+5.09 +2.04 -3.5 -4.2 8.2 3.1 8.3 0.8 -5.0 1.3 -2.5 7.3 -10.4 3.6
1947
+5.26 -3.29 2.7 -1.1 -1.3 -3.5 -0.5 5.7 4.1 -2.5 -1.0 2.6 -2.4 2.6
1946
-8.16 -22.26 7.3 -6.6 5.0 4.1 2.5 -3.6 -2.2 -7.0 -9.8 -0.4 -0.8 4.7
1945
+36.44 +33.44 1.8 6.6 -4.2 9.2 1.5 0.0 -1.6 6.2 4.6 3.4 3.6 1.3
1944
+19.68 +16.99 2.0 0.2 2.1 -0.8 4.5 5.5 -1.7 1.3 0.1 0.4 0.8 3.9
1943
+25.78 +22.16 7.7 5.5 5.7 0.5 4.9 2.4 -5.0 1.5 2.8 -0.9 -7.1 6.4
1942
+21.08 +11.05 2.0 -2.5 -5.4 -3.7 7.1 2.5 3.8 1.3 3.3 7.0 -0.9 5.7
1941
-11.77 -19.74 -4.2 -0.9 1.0 -5.9 0.9 6.0 6.1 -0.3 -0.4 -6.2 -3.6 -3.9
1940
-10.08 -10.72 -3.1 1.1 1.5 -0.1 -23.5 8.3 3.6 3.1 1.6 4.4 -3.7 0.2
1939
-0.91 -0.91 -6.5 3.6 -13.2 -0.2 6.6 -6.0 11.3 -6.7 16.9 -1.1 -4.5 2.8
1938
+33.18 +36.99 2.1 6.7 -24.5 14.8 -3.8 25.4 7.7 -2.3 2.0 7.9 -2.9 4.1
1937
-35.26 -37.05 4.2 1.8 -0.6 -7.9 -0.7 -4.8 10.6 -5.1 -13.8 -9.7 -9.6 -4.5
1936
+32.78 +30.89 6.9 2.0 2.8 -7.5 4.9 3.4 7.2 1.1 0.5 7.9 0.7 -0.2
1935
+47.21 +42.95 -3.8 -3.7 -2.8 10.1 3.6 7.1 8.7 2.5 2.7 8.0 4.2 4.1
1934
-2.36 -3.82 10.9 -3.5 0.3 -2.4 -7.9 2.4 -11.3 5.7 -0.1 -3.0 8.8 -0.2
1933
+52.92 +51.76 1.2 -18.1 3.9 42.9 16.5 13.5 -8.7 11.8 -11.1 -8.7 10.7 2.5
1932
-8.86 +1.57 -2.3 6.0 -11.3 -19.8 -22.7 -0.1 38.5 38.3 -3.2 -13.6 -5.3 5.7
1931
-43.85 -38.08 5.4 11.9 -6.6 -9.2 -13.3 14.5 -7.1 1.5 -29.6 9.1 -9.3 -13.9
1930
-25.26 -20.15 6.7 2.5 8.3 -0.7 -1.3 -16.2 4.0 1.1 -12.7 -8.5 -1.7 -7.0
1929
-8.90 -9.43 6.0 -0.3 0.0 1.9 -4.0 11.5 4.8 10.1 -4.7 -19.7 -13.1 2.9
1928
+43.31 +44.99 -0.2 -1.4 11.2 3.6 1.6 -3.7 1.6 7.8 2.7 1.8 12.3 0.6
1927
+37.13 +40.30 -1.7 5.2 1.1 2.1 5.6 -0.6 6.9 4.8 3.6 -4.0 7.2 2.3
1926
+11.13 +12.38 0.2 -4.0 -5.5 2.5 1.5 4.8 2.3 4.8 2.7 -2.7 2.7 2.1
1925
+29.56 +25.21 2.5 1.3 -6.2 3.5 5.6 0.9 4.0 0.7 3.0 6.1 0.1 5.2
1924
+25.72 +25.72 3.5 -1.6 -2.2 -0.3 1.1 4.1 4.9 1.0 0.6 -0.4 7.4 5.7
1923
+4.17 +1.76 0.6 6.9 -1.0 -2.3 -3.6 -7.3 2.4 2.1 -2.6 0.2 6.1 3.4
1922
+27.80 +30.82 1.3 3.6 3.8 6.2 5.6 -3.8 1.7 7.6 -1.0 2.8 -4.5 2.2
1921
+14.59 +28.50 4.7 -0.3 -1.8 2.8 -1.3 -6.8 3.3 -1.4 3.3 2.9 7.0 2.1
1920
-19.69 -21.76 -2.4 -6.9 10.4 -6.8 -3.5 -0.4 -1.9 2.3 0.0 1.8 -7.6 -5.3
1919
+20.69 +5.37 -1.0 3.9 1.1 5.8 8.7 -2.4 6.6 -7.4 2.5 8.1 -5.5 0.1
1918
+25.56 +4.25 8.0 2.8 -3.2 2.0 2.3 2.9 0.0 2.8 -1.1 5.8 -0.9 2.1
1917
-25.24 -36.70 -1.9 -5.0 3.7 -1.0 -2.8 2.6 -2.2 -2.4 -4.2 -4.8 -7.6 -2.7
1916
+8.93 -3.28 -1.2 -1.0 0.1 -0.7 2.6 1.4 -0.9 1.2 4.6 3.6 2.8 -3.6
1915
+35.53 +32.90 2.2 -0.9 3.0 8.0 -1.9 1.6 0.0 4.7 4.1 5.9 3.9 0.6
1914
-3.69 -4.64 4.6 1.7 -1.5 -2.0 1.1 -0.1 -5.1 -8.3 0.4 -5.0 4.3 7.3
1913
-9.62 -12.33 -0.5 -3.2 -1.5 0.3 -2.3 -4.6 1.8 3.1 1.4 -2.7 -2.1 0.3
1912
+7.97 +0.61 0.5 -0.5 3.3 3.5 0.1 0.6 0.5 2.7 0.9 0.2 -0.7 -3.2
1911
+5.75 +7.97 2.9 2.2 -0.8 0.0 2.6 2.4 0.0 -4.4 -5.0 1.0 4.4 0.9
1910
-7.90 -0.31 -1.8 -3.2 2.8 -2.1 -1.3 -4.4 -4.7 2.9 1.1 5.0 0.3 -2.4
1909
+18.99 +7.67 0.7 -2.5 1.7 4.9 3.7 2.1 1.8 2.8 0.4 0.7 -0.2 1.5
1908
+44.47 +39.83 4.8 -3.2 4.6 5.9 6.4 0.0 4.1 4.7 -0.7 1.6 7.2 2.6
1907
-29.61 -28.08 -2.5 -2.8 -9.5 0.9 -3.1 -2.8 4.3 -7.1 -0.6 -10.4 -5.4 5.7
1906
+6.85 +1.24 3.7 -0.4 -2.2 -1.1 -2.4 1.6 -2.3 7.7 3.4 -0.3 -0.1 -0.6
1905
+19.65 +19.66 2.5 4.7 3.1 -0.9 -4.6 1.5 3.4 4.0 0.6 1.7 -0.3 2.8
1904
+30.91 +25.05 2.0 -2.3 0.1 2.8 -1.7 0.5 4.5 3.8 4.8 6.2 5.7 1.3
1903
-14.65 -9.69 5.4 -0.3 -3.6 -3.8 -1.6 -5.2 -2.8 -4.2 -2.0 -2.8 0.8 5.0
1902
+4.95 -2.03 2.5 1.2 0.4 3.7 0.1 -0.3 2.6 3.0 0.5 -2.9 -3.6 -2.0
1901
+27.33 +21.28 9.8 2.9 3.9 8.7 -4.8 10.3 -6.4 1.7 -0.2 -0.8 2.4 -1.3
1900
+11.56 +15.80 1.6 2.1 1.1 1.6 -4.4 -2.7 0.3 1.7 0.0 -2.0 4.0 8.2
1899
+9.89 -5.95 7.9 4.0 1.7 1.5 -3.9 -2.0 3.7 2.8 -0.8 -0.2 2.2 -6.5
1898
+23.23 +21.41 3.0 0.1 -4.2 -1.4 6.9 4.2 0.7 4.0 0.1 -1.8 3.6 6.5
1897
+16.90 +16.90 0.3 -0.6 0.6 -2.8 0.8 5.0 4.8 6.8 5.1 -2.9 -3.2 2.5
1896
+1.74 +3.26 -0.8 4.5 -1.2 1.3 -0.1 -1.5 -6.1 -5.3 5.6 2.6 7.2 -3.3
1895
+4.62 +1.69 -0.8 -1.0 0.4 4.7 5.8 2.3 0.7 1.8 0.9 -1.1 -3.1 -5.6
1894
+2.03 +9.32 -1.6 1.8 3.4 1.7 -3.4 -1.0 -1.7 4.2 2.0 -2.8 0.4 -0.5
1893
-16.00 -9.20 2.2 -1.4 -3.3 0.4 -8.5 -4.4 -8.9 -1.9 7.6 3.4 2.0 -3.1
1892
+5.96 +4.70 2.2 0.5 1.4 0.2 0.3 -0.2 0.3 1.8 -2.2 2.3 0.0 -0.7
1891
+22.63 +28.83 5.6 1.6 -1.5 3.7 -0.1 -1.7 -1.3 3.7 8.5 0.3 -1.2 3.4
1890
-10.17 -11.29 1.4 -0.8 -0.4 2.4 4.6 -0.4 -0.4 -2.0 -1.3 -4.2 -7.0 -2.0
1889
+7.63 +14.27 2.3 1.5 -1.8 0.1 3.0 2.0 -1.7 1.7 2.8 -1.5 -0.6 -0.2
1888
+1.86 +1.88 1.1 -0.2 -3.4 0.8 1.8 -2.7 3.0 2.5 2.8 -0.2 -1.7 -1.6
1887
-2.69 -8.33 -0.8 -0.4 2.7 2.6 2.0 -2.6 -2.1 -2.2 -0.9 -3.0 2.3 -0.2
1886
+12.73 +18.23 0.4 2.3 -1.7 -1.0 -1.6 4.9 1.8 1.1 2.9 2.9 2.8 -2.3
1885
+26.21 +27.75 -1.8 3.6 0.7 0.2 -0.7 0.0 4.2 6.0 -0.9 6.2 6.9 -0.4
1884
-13.46 -3.53 -2.5 3.1 0.0 -3.5 -8.0 -3.4 0.6 7.0 -2.9 -2.8 -1.4 0.2
1883
-3.08 +4.90 0.0 -1.9 1.8 2.6 -1.5 1.6 -1.2 -4.1 1.6 -2.2 1.9 -1.6
1882
+2.17 +4.10 -1.3 -1.7 0.2 0.4 -0.9 0.0 6.1 3.3 1.4 -2.2 -3.9 0.9
1881
+7.48 +0.40 6.3 -0.1 1.6 0.1 4.7 1.5 -3.1 -2.0 1.2 -1.2 1.0 -2.4
1880
+24.23 +26.72 4.2 2.3 2.0 -1.8 -7.6 0.7 5.1 4.1 0.2 3.3 5.8 4.4
1879
+49.51 +26.09 4.4 3.9 -1.0 3.5 5.0 1.3 1.9 1.3 4.0 11.3 5.7 0.1
1878
+11.27 +29.37 0.4 -1.5 2.0 3.5 0.8 2.6 2.2 -0.7 2.6 -0.7 0.1 -0.3
1877
-3.84 +8.70 -0.2 -5.4 -4.7 -6.5 0.6 -6.6 4.7 7.5 6.6 2.7 -1.1 0.0
1876
-12.27 -10.73 2.9 2.0 0.3 -3.4 -3.2 0.0 -0.7 -3.7 -5.5 -0.1 -1.1 -0.1
1875
+2.41 +7.75 0.6 0.3 1.7 1.9 -3.2 -1.7 0.8 1.1 -0.6 -0.9 2.0 0.6
1874
+9.28 +15.65 5.8 3.4 -0.9 -2.5 -1.9 0.0 0.6 0.8 2.2 0.3 1.1 0.3
1873
-6.57 -0.74 1.2 1.5 -0.5 -0.9 0.8 -0.7 0.3 0.6 -7.2 -8.0 -3.0 10.2
1872
+12.96 +10.43 2.8 1.0 3.5 3.4 0.4 -0.5 -0.3 -0.7 -1.0 0.8 0.3 2.8
1871
+12.24 +10.56 0.0 1.9 2.9 3.4 2.8 -0.4 -1.4 1.5 1.5 -4.7 1.5 2.9

ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.