Consolidated Returns as of 30 April 2023
Live Update: May 30 2023, 04:00PM Eastern Time
In the last 30 Years, the Vanguard Total World Stock (VT) ETF obtained a 6.33% compound annual return, with a 15.56% standard deviation.
In 2022, the ETF granted a 1.78% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Total World Stock (VT) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- Region: Global
- Country: Broad Global
The Vanguard Total World Stock (VT) ETF is part of the following Lazy Portfolios:
Portfolio Name | Author | VT Weight |
---|---|---|
All Country World Stocks | 100.00% | |
All Country World 80/20 | 80.00% | |
All Country World 60/40 | 60.00% | |
All Country World 40/60 | 40.00% | |
All Country World 20/80 | 20.00% | |
Dedalo Three | Dedalo Invest | 30.00% |
Dedalo Four | Dedalo Invest | 25.00% |
Historical Returns as of Apr 30, 2023
Historical returns and Metrics of Vanguard Total World Stock (VT) ETF.
- No fees or capital gain taxes
- the reinvestment of dividends
ETF Returns, up to December 2008, are retrieved using the historical series of equivalent ETFs / Assets.
Metrics as of Apr 30, 2023 | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~53Y) |
|
Portfolio Return (%) | 1.42 | 0.99 | 12.50 | 2.60 | 12.68 | 7.08 | 8.11 | 7.80 | 6.33 | 8.34 |
US Inflation (%) | 0.51 | 1.40 | 1.80 | 4.93 | 5.77 | 3.90 | 2.69 | 2.54 | 2.51 | 3.99 |
Infl. Adjusted Return (%) | 0.91 | -0.40 | 10.52 | -2.22 | 6.53 | 3.06 | 5.28 | 5.13 | 3.72 | 4.19 |
Returns / Inflation rates over 1 year are annualized. | ||||||||||
RISK INDICATORS | ||||||||||
Standard Deviation (%) | 20.69 | 17.12 | 17.88 | 14.60 | 15.92 | 15.56 | 15.88 | |||
Sharpe Ratio | -0.01 | 0.69 | 0.32 | 0.51 | 0.42 | 0.27 | 0.27 | |||
Sortino Ratio | -0.01 | 0.93 | 0.43 | 0.67 | 0.55 | 0.35 | 0.37 | |||
MAXIMUM DRAWDOWN | ||||||||||
Drawdown Depth (%) | -14.69 | -25.52 | -25.52 | -25.52 | -57.06 | -57.06 | -57.06 | |||
Start (yyyy mm) | 2022 06 | 2022 01 | 2022 01 | 2022 01 | 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 | 9 | 9 | 9 | 16 | 16 | 16 | |||
Start to Recovery (# months) in progress |
8
|
> 16
|
> 16
|
> 16
|
72
|
72
|
72
|
|||
ROLLING PERIOD RETURNS - Annualized | ||||||||||
Best Return (%) | 59.60 | 47.48 | 37.13 | 21.88 | 14.71 | 12.56 | ||||
Worst Return (%) | -50.42 | -19.43 | -6.95 | -3.82 | 1.97 | 5.23 | ||||
% Positive Periods | 74% | 83% | 88% | 96% | 100% | 100% | ||||
MONTHS | ||||||||||
Positive | 1 | 2 | 4 | 7 | 23 | 39 | 79 | 153 | 222 | 384 |
Negative | 0 | 1 | 2 | 5 | 13 | 21 | 41 | 87 | 138 | 256 |
% Positive | 100% | 67% | 67% | 58% | 64% | 65% | 66% | 64% | 62% | 60% |
WITHDRAWAL RATES (WR) | ||||||||||
Safe WR (%) | 44.06 | 22.77 | 13.89 | 8.65 | 5.64 | 4.32 | ||||
Perpetual WR (%) | 6.13 | 2.97 | 5.01 | 4.88 | 3.59 | 4.02 |
- 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 Total World Stock (VT) 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).
Correlation vs VT | ||||||
---|---|---|---|---|---|---|
|
||||||
Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
US Total Stock Market VTI |
0.97
|
0.98
|
0.97
|
0.95
|
0.94
|
|
US Large Cap SPY |
0.98
|
0.98
|
0.97
|
0.95
|
0.94
|
|
US Small Cap IJR |
0.87
|
0.91
|
0.86
|
0.82
|
0.81
|
|
US REITs VNQ |
0.94
|
0.85
|
0.71
|
0.62
|
0.61
|
|
US Technology QQQ |
0.91
|
0.89
|
0.89
|
0.77
|
0.76
|
|
Preferred Stocks PFF |
0.74
|
0.80
|
0.72
|
0.49
|
0.49
|
|
EAFE Stocks EFA |
0.96
|
0.96
|
0.95
|
0.95
|
0.94
|
|
Emerging Markets EEM |
0.78
|
0.82
|
0.81
|
0.83
|
0.81
|
|
Europe VGK |
0.96
|
0.95
|
0.93
|
0.93
|
0.93
|
|
Pacific VPL |
0.94
|
0.92
|
0.90
|
0.83
|
0.82
|
|
Latin America FLLA |
0.74
|
0.65
|
0.64
|
0.73
|
0.73
|
|
US Total Bond Market BND |
0.83
|
0.48
|
0.38
|
0.15
|
0.15
|
|
Long Term Treasuries TLT |
0.69
|
0.07
|
0.00
|
-0.15
|
-0.14
|
|
US Cash BIL |
0.06
|
-0.15
|
-0.10
|
-0.05
|
-0.05
|
|
TIPS TIP |
0.90
|
0.59
|
0.47
|
0.21
|
0.21
|
|
Invest. Grade Bonds LQD |
0.88
|
0.68
|
0.59
|
0.34
|
0.34
|
|
High Yield Bonds HYG |
0.93
|
0.87
|
0.83
|
0.71
|
0.70
|
|
International Bonds BNDX |
0.88
|
0.50
|
0.39
|
0.16
|
0.16
|
|
Emerg. Market Bonds EMB |
0.89
|
0.79
|
0.73
|
0.60
|
0.60
|
|
Gold GLD |
0.50
|
0.24
|
0.15
|
0.14
|
0.14
|
|
Commodities DBC |
0.75
|
0.58
|
0.51
|
0.41
|
0.41
|
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 Total World Stock (VT) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 2991.87$, with a net total return of 199.19% (3.72% annualized).
The Inflation Adjusted Capital now would be 8915.50$, with a net total return of 791.55% (4.19% 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.
Worst drawdowns since May 1993.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-57.06% | Nov 2007 | Feb 2009 | 16 | Oct 2013 | 56 | 72 |
-48.44% | Apr 2000 | Sep 2002 | 30 | Oct 2006 | 49 | 79 |
-25.52% | Jan 2022 | Sep 2022 | 9 | in progress | 7 | 16 |
-22.15% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
-14.59% | May 1998 | Aug 1998 | 4 | Nov 1998 | 3 | 7 |
-14.45% | Feb 2018 | Dec 2018 | 11 | Oct 2019 | 10 | 21 |
-13.76% | Jun 2015 | Feb 2016 | 9 | Dec 2016 | 10 | 19 |
-8.28% | Aug 1997 | Oct 1997 | 3 | Feb 1998 | 4 | 7 |
-6.65% | Sep 1994 | Jan 1995 | 5 | Apr 1995 | 3 | 8 |
-6.20% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 |
-5.50% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
-5.37% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
-4.91% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
-4.73% | Sep 2014 | Jan 2015 | 5 | Feb 2015 | 1 | 6 |
-4.44% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
-4.10% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.91% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
-3.66% | May 1999 | May 1999 | 1 | Jun 1999 | 1 | 2 |
-2.64% | Feb 1999 | Feb 1999 | 1 | Mar 1999 | 1 | 2 |
-2.62% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
Worst drawdowns since January 1970.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-57.06% | Nov 2007 | Feb 2009 | 16 | Oct 2013 | 56 | 72 |
-48.44% | Apr 2000 | Sep 2002 | 30 | Oct 2006 | 49 | 79 |
-42.30% | Jan 1973 | Sep 1974 | 21 | Dec 1977 | 39 | 60 |
-26.12% | Sep 1987 | Nov 1987 | 3 | Apr 1989 | 17 | 20 |
-25.52% | Jan 2022 | Sep 2022 | 9 | in progress | 7 | 16 |
-25.28% | Jan 1990 | Sep 1990 | 9 | May 1993 | 32 | 41 |
-22.50% | Jan 1970 | Jun 1970 | 6 | Jan 1971 | 7 | 13 |
-22.15% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
-21.07% | Dec 1980 | Jul 1982 | 20 | Nov 1982 | 4 | 24 |
-14.59% | May 1998 | Aug 1998 | 4 | Nov 1998 | 3 | 7 |
-14.45% | Feb 2018 | Dec 2018 | 11 | Oct 2019 | 10 | 21 |
-13.76% | Jun 2015 | Feb 2016 | 9 | Dec 2016 | 10 | 19 |
-10.22% | Mar 1980 | Mar 1980 | 1 | Jun 1980 | 3 | 4 |
-8.28% | Aug 1997 | Oct 1997 | 3 | Feb 1998 | 4 | 7 |
-7.53% | Dec 1983 | May 1984 | 6 | Aug 1984 | 3 | 9 |
-7.38% | Oct 1978 | Oct 1978 | 1 | Jan 1979 | 3 | 4 |
-7.36% | Sep 1979 | Oct 1979 | 2 | Jan 1980 | 3 | 5 |
-6.65% | Sep 1994 | Jan 1995 | 5 | Apr 1995 | 3 | 8 |
-6.20% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 |
-6.12% | May 1971 | Jul 1971 | 3 | Dec 1971 | 5 | 8 |
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.
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
10.14 |
59.60 Sep 1985 - Aug 1986 |
-50.42 Mar 2008 - Feb 2009 |
25.76% |
2 Years |
9.46 |
55.86 Oct 1985 - Sep 1987 |
-29.43 Mar 2007 - Feb 2009 |
16.69% |
3 Years |
9.07 |
47.48 Aug 1984 - Jul 1987 |
-19.43 Apr 2000 - Mar 2003 |
16.86% |
5 Years |
8.89 |
37.13 Aug 1982 - Jul 1987 |
-6.95 Apr 1998 - Mar 2003 |
12.05% |
7 Years |
8.88 |
27.32 Aug 1982 - Jul 1989 |
-3.24 Mar 2002 - Feb 2009 |
1.62% |
10 Years |
8.93 |
21.88 Sep 1977 - Aug 1987 |
-3.82 Mar 1999 - Feb 2009 |
4.41% |
15 Years |
8.79 |
18.78 Oct 1974 - Sep 1989 |
0.99 Mar 1994 - Feb 2009 |
0.00% |
20 Years |
8.51 |
14.71 Oct 1974 - Sep 1994 |
1.97 Mar 1989 - Feb 2009 |
0.00% |
30 Years |
8.41 |
12.56 Jul 1970 - Jun 2000 |
5.23 Sep 1987 - Aug 2017 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Vanguard Total World Stock (VT) 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
The annualized return of the last 10 years has been 8.11% (updated at Apr 30, 2023).
Seasonality
Vanguard Total World Stock (VT) ETF: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Gain Frequency |
1.85
40% |
-1.54
40% |
-1.22
80% |
2.26
80% |
0.38
80% |
0.38
60% |
3.15
100% |
0.60
60% |
-2.84
40% |
0.89
60% |
4.47
80% |
0.11
60% |
Capital Growth on monthly avg returns | ||||||||||||
100
|
101.85
|
100.29
|
99.06
|
101.30
|
101.68
|
102.06
|
105.28
|
105.91
|
102.90
|
103.82
|
108.45
|
108.57
|
Best |
8.0 2019 |
2.8 2019 |
2.8 2021 |
10.4 2020 |
5.2 2020 |
6.4 2019 |
7.0 2022 |
6.0 2020 |
2.3 2019 |
6.4 2022 |
12.4 2020 |
4.9 2020 |
Worst |
-4.6 2022 |
-7.2 2020 |
-14.8 2020 |
-8.1 2022 |
-6.0 2019 |
-8.1 2022 |
0.0 2019 |
-4.1 2022 |
-9.5 2022 |
-7.8 2018 |
-2.6 2021 |
-7.2 2018 |
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Gain Frequency |
0.58
40% |
0.06
50% |
0.13
70% |
1.76
90% |
0.63
80% |
-0.03
50% |
2.65
90% |
-0.27
60% |
-1.28
50% |
1.65
70% |
2.81
80% |
0.20
60% |
Capital Growth on monthly avg returns | ||||||||||||
100
|
100.58
|
100.64
|
100.78
|
102.56
|
103.20
|
103.17
|
105.90
|
105.61
|
104.26
|
105.99
|
108.97
|
109.18
|
Best |
8.0 2019 |
6.0 2015 |
8.0 2016 |
10.4 2020 |
5.2 2020 |
6.4 2019 |
7.0 2022 |
6.0 2020 |
5.6 2013 |
7.3 2015 |
12.4 2020 |
4.9 2020 |
Worst |
-5.9 2016 |
-7.2 2020 |
-14.8 2020 |
-8.1 2022 |
-6.0 2019 |
-8.1 2022 |
-1.8 2014 |
-6.6 2015 |
-9.5 2022 |
-7.8 2018 |
-2.6 2021 |
-7.2 2018 |
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Gain Frequency |
0.84
56% |
0.50
54% |
0.89
61% |
1.67
72% |
0.32
55% |
0.20
47% |
1.07
62% |
0.06
57% |
-0.79
53% |
1.14
60% |
1.58
70% |
1.80
74% |
Capital Growth on monthly avg returns | ||||||||||||
100
|
100.84
|
101.35
|
102.25
|
103.96
|
104.30
|
104.50
|
105.63
|
105.69
|
104.86
|
106.05
|
107.73
|
109.67
|
Best |
14.3 1987 |
9.4 1986 |
8.8 2009 |
12.1 2009 |
10.6 2009 |
6.4 2019 |
11.1 1989 |
12.3 1982 |
10.0 2010 |
18.1 1974 |
12.4 2020 |
8.9 1971 |
Worst |
-10.9 2009 |
-9.5 2009 |
-14.8 2020 |
-9.4 1970 |
-9.9 2010 |
-8.3 2008 |
-8.5 2002 |
-14.2 1998 |
-12.7 2008 |
-19.9 2008 |
-10.6 1973 |
-7.2 2018 |
Monthly/Yearly Returns
Vanguard Total World Stock (VT) ETF data source starts from January 1970: let's focus on monthly and yearly returns.
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2023 |
+8.71 | +6.36 | 7.6 | -3.2 | 2.8 | 1.4 | ||||||||
2022 |
-18.01 | -22.98 | -4.6 | -2.8 | 1.9 | -8.1 | 0.5 | -8.1 | 7.0 | -4.1 | -9.5 | 6.4 | 8.3 | -4.4 |
2021 |
+18.27 | +10.50 | -0.2 | 2.7 | 2.8 | 4.1 | 1.6 | 1.2 | 0.6 | 2.3 | -4.1 | 5.1 | -2.6 | 3.8 |
2020 |
+16.61 | +15.04 | -1.6 | -7.2 | -14.8 | 10.4 | 5.2 | 3.1 | 5.3 | 6.0 | -2.9 | -2.0 | 12.4 | 4.9 |
2019 |
+26.82 | +23.98 | 8.0 | 2.8 | 1.1 | 3.5 | -6.0 | 6.4 | 0.0 | -2.1 | 2.3 | 2.8 | 2.6 | 3.5 |
2018 |
-9.76 | -11.45 | 5.5 | -4.4 | -1.3 | 0.4 | 0.6 | -0.6 | 2.9 | 0.9 | 0.1 | -7.8 | 1.7 | -7.2 |
2017 |
+24.49 | +21.92 | 3.0 | 2.7 | 1.5 | 1.6 | 1.9 | 0.6 | 2.7 | 0.4 | 2.1 | 2.1 | 1.9 | 1.6 |
2016 |
+8.51 | +6.31 | -5.9 | -1.1 | 8.0 | 1.0 | 0.7 | -0.2 | 4.2 | 0.3 | 0.8 | -2.0 | 1.2 | 1.8 |
2015 |
-1.86 | -2.57 | -1.6 | 6.0 | -1.2 | 2.5 | 0.3 | -2.2 | 0.5 | -6.6 | -3.7 | 7.3 | -0.1 | -2.2 |
2014 |
+3.67 | +2.89 | -4.4 | 5.2 | 0.5 | 0.7 | 2.0 | 2.2 | -1.8 | 2.6 | -3.3 | 0.9 | 1.3 | -2.0 |
2013 |
+22.95 | +21.13 | 4.0 | -0.3 | 2.4 | 2.7 | -0.6 | -2.7 | 5.2 | -2.5 | 5.6 | 3.7 | 1.5 | 2.2 |
2012 |
+17.12 | +15.12 | 5.5 | 4.8 | 1.2 | -1.2 | -8.9 | 5.1 | 0.7 | 2.5 | 3.1 | -0.6 | 1.5 | 3.1 |
2011 |
-7.50 | -10.16 | 1.4 | 2.9 | -0.1 | 4.4 | -2.3 | -1.3 | -2.2 | -7.3 | -10.7 | 11.3 | -1.2 | -1.0 |
2010 |
+13.08 | +11.41 | -5.1 | 2.1 | 6.7 | -0.4 | -9.9 | -2.8 | 9.2 | -4.0 | 10.0 | 3.8 | -2.6 | 7.7 |
2009 |
+32.65 | +29.14 | -10.9 | -9.5 | 8.8 | 12.1 | 10.6 | -1.7 | 10.1 | 2.7 | 5.2 | -2.5 | 5.3 | 1.6 |
2008 |
-43.54 | -43.59 | -8.3 | 0.1 | -1.7 | 5.3 | 1.2 | -8.3 | -2.7 | -2.4 | -12.7 | -19.9 | -6.8 | 3.5 |
2007 |
+9.64 | +5.34 | 0.9 | -0.7 | 1.8 | 4.2 | 2.6 | -0.4 | -1.6 | -0.5 | 5.2 | 3.8 | -4.6 | -1.2 |
2006 |
+18.78 | +15.84 | 4.9 | -0.3 | 1.9 | 3.2 | -4.2 | -0.2 | 0.6 | 2.4 | 1.0 | 3.7 | 2.6 | 2.2 |
2005 |
+8.83 | +5.23 | -2.2 | 3.3 | -2.4 | -2.4 | 1.6 | 0.9 | 3.6 | 0.6 | 2.9 | -2.8 | 3.5 | 2.4 |
2004 |
+13.30 | +9.72 | 1.6 | 1.7 | -0.8 | -2.5 | 0.5 | 1.8 | -3.3 | 0.4 | 2.0 | 2.4 | 5.3 | 3.8 |
2003 |
+31.62 | +29.19 | -3.0 | -2.0 | -0.7 | 8.6 | 5.5 | 1.7 | 2.1 | 2.2 | 0.5 | 5.9 | 1.4 | 6.2 |
2002 |
-20.51 | -22.36 | -2.8 | -0.9 | 4.3 | -3.3 | -0.1 | -6.3 | -8.5 | 0.1 | -11.1 | 7.2 | 5.3 | -4.9 |
2001 |
-17.26 | -18.53 | 2.5 | -8.5 | -6.9 | 7.1 | -1.4 | -3.2 | -1.7 | -4.8 | -9.3 | 2.1 | 6.0 | 0.9 |
2000 |
-15.08 | -17.86 | -5.5 | 0.2 | 6.5 | -4.6 | -2.7 | 3.3 | -3.0 | 3.0 | -5.6 | -2.1 | -6.3 | 1.6 |
1999 |
+25.00 | +21.73 | 1.9 | -2.6 | 4.4 | 4.2 | -3.7 | 4.9 | -0.5 | -0.2 | -1.2 | 4.9 | 3.0 | 8.2 |
1998 |
+19.93 | +18.03 | 2.1 | 6.7 | 4.1 | 0.8 | -2.0 | 1.7 | -0.1 | -14.2 | 1.8 | 9.0 | 5.9 | 4.5 |
1997 |
+12.93 | +11.04 | 1.5 | 1.2 | -2.2 | 3.0 | 5.8 | 5.0 | 4.4 | -7.2 | 5.2 | -6.1 | 1.4 | 1.2 |
1996 |
+10.93 | +7.37 | 2.1 | 0.2 | 1.4 | 2.3 | -0.1 | 0.4 | -3.9 | 1.1 | 3.5 | 0.2 | 5.2 | -1.6 |
1995 |
+16.90 | +14.01 | -2.2 | 0.9 | 4.4 | 3.4 | 0.9 | -0.2 | 4.7 | -2.4 | 2.6 | -1.8 | 3.0 | 2.8 |
1994 |
+2.85 | +0.17 | 6.5 | -1.6 | -4.7 | 2.5 | 0.4 | -0.7 | 2.0 | 3.4 | -2.5 | 2.4 | -4.5 | 0.2 |
1993 |
+22.12 | +18.85 | 0.1 | 2.1 | 5.5 | 4.3 | 2.2 | -0.8 | 1.9 | 4.6 | -1.9 | 2.8 | -5.4 | 5.2 |
1992 |
-6.70 | -9.33 | -1.7 | -1.7 | -4.7 | 1.1 | 3.6 | -3.8 | 0.1 | 2.0 | -1.1 | -2.7 | 1.5 | 0.7 |
1991 |
+16.92 | +13.44 | 3.5 | 9.2 | -3.0 | 0.6 | 2.2 | -6.3 | 4.5 | -0.4 | 2.3 | 1.5 | -4.5 | 7.2 |
1990 |
-18.63 | -23.31 | -4.8 | -4.4 | -6.4 | -1.5 | 10.2 | -0.9 | 0.8 | -9.6 | -10.7 | 8.9 | -1.9 | 1.9 |
1989 |
+15.15 | +10.04 | 3.4 | -0.8 | -0.7 | 2.3 | -2.5 | -1.6 | 11.1 | -2.5 | 2.8 | -3.4 | 3.8 | 3.1 |
1988 |
+21.20 | +16.07 | 2.3 | 5.6 | 2.9 | 1.1 | -2.1 | -0.3 | 1.7 | -5.7 | 4.1 | 6.4 | 3.2 | 0.7 |
1987 |
+16.65 | +11.70 | 14.3 | 4.8 | 3.6 | -0.2 | 1.8 | 5.6 | 5.4 | 4.4 | -1.5 | -19.7 | -6.6 | 7.7 |
1986 |
+42.65 | +41.10 | 2.5 | 9.4 | 7.1 | 0.4 | 6.8 | 3.1 | -3.7 | 8.2 | -5.8 | 6.4 | 3.7 | -0.8 |
1985 |
+41.65 | +36.46 | 8.5 | 2.2 | 0.8 | 0.5 | 6.6 | 2.1 | 0.5 | 0.1 | -2.3 | 4.8 | 7.2 | 5.0 |
1984 |
+5.68 | +1.67 | -0.6 | -3.4 | 1.6 | 0.6 | -5.4 | 2.2 | -1.5 | 11.2 | 0.0 | 0.2 | -1.1 | 2.6 |
1983 |
+23.14 | +18.65 | 3.6 | 2.6 | 3.6 | 7.7 | -0.7 | 3.9 | -3.1 | 1.9 | 1.4 | -1.3 | 2.4 | -0.5 |
1982 |
+11.14 | +7.04 | -2.3 | -6.0 | -1.6 | 3.4 | -3.8 | -2.6 | -3.3 | 12.3 | 0.2 | 11.1 | 3.8 | 1.1 |
1981 |
-3.39 | -11.30 | -4.3 | 2.3 | 3.9 | -2.0 | 0.8 | -0.7 | 0.2 | -5.2 | -4.8 | 5.3 | 4.5 | -2.6 |
1980 |
+27.59 | +13.40 | 5.6 | 0.1 | -10.2 | 4.0 | 5.2 | 2.5 | 6.4 | 1.0 | 2.4 | 1.7 | 11.0 | -3.5 |
1979 |
+12.57 | -0.64 | 3.7 | -3.3 | 5.3 | -0.1 | -2.1 | 3.7 | 0.7 | 5.9 | -0.2 | -7.2 | 4.9 | 1.4 |
1978 |
+18.11 | +8.34 | -5.0 | -0.6 | 3.6 | 9.3 | 2.2 | -0.6 | 6.3 | 4.1 | 0.3 | -7.4 | 3.3 | 2.4 |
1977 |
+1.91 | -4.49 | -4.1 | -0.6 | -0.4 | 0.9 | -0.6 | 5.2 | -0.6 | -0.5 | 0.8 | -3.0 | 4.0 | 1.3 |
1976 |
+14.60 | +9.29 | 11.4 | -1.5 | 2.0 | -1.7 | -1.8 | 4.4 | -1.4 | -0.5 | 1.9 | -2.9 | -0.4 | 5.1 |
1975 |
+34.35 | +25.64 | 12.1 | 6.3 | 2.4 | 5.0 | 5.6 | 4.9 | -6.9 | -2.2 | -3.8 | 6.4 | 3.1 | -1.4 |
1974 |
-24.56 | -32.84 | -0.9 | -0.1 | -2.1 | -3.8 | -2.2 | -1.7 | -7.7 | -8.3 | -11.0 | 18.1 | -3.6 | -1.9 |
1973 |
-14.59 | -21.43 | -1.9 | -3.6 | -0.2 | -4.5 | -1.2 | -0.7 | 4.7 | -2.9 | 4.6 | -0.1 | -10.6 | 1.6 |
1972 |
+23.43 | +19.36 | 2.5 | 3.4 | 1.1 | 1.1 | 2.2 | -1.5 | 0.3 | 4.2 | -0.1 | 1.5 | 5.1 | 1.6 |
1971 |
+19.46 | +15.68 | 4.8 | 1.6 | 4.3 | 4.2 | -3.5 | 0.7 | -3.4 | 4.2 | -0.1 | -3.4 | 0.4 | 8.9 |
1970 |
-2.07 | -7.24 | -7.9 | 5.1 | -0.1 | -9.4 | -6.5 | -5.4 | 7.4 | 4.4 | 3.3 | -1.6 | 4.8 | 5.8 |
ETF Returns, up to December 2008, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.