Data Source: from January 1975 to May 2023 (~48 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: WisdomTree International SmallCp Div (DLS)
ETF • LIVE PERFORMANCE (USD currency)
0.78%
1 Day
Jun 06 2023
2.96%
Current Month
June 2023
In the last 30 Years, the WisdomTree International SmallCp Div (DLS) ETF obtained a 6.53% compound annual return, with a 16.66% standard deviation.
In 2022, the ETF granted a 3.96% dividend yield. If you are interested in getting periodic income, please refer to the WisdomTree International SmallCp Div (DLS) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Small Cap
- Style: Value
- Region: Developed Markets
- Country: Broad Developed Markets
The WisdomTree International SmallCp Div (DLS) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | DLS Weight▾ |
|---|---|---|
| Ultimate Buy&Hold | FundAdvice | 12.00% |
| Ultimate Buy and Hold Strategy | Paul Merriman | 10.00% |
| Robust | Alpha Architect | 7.50% |
| Larry Portfolio | Larry Swedroe | 7.50% |
| Big Rocks Portfolio | Larry Swedroe | 3.00% |
Historical Returns as of May 31, 2023
Historical returns and Metrics of WisdomTree International SmallCp Div (DLS) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to December 2006, 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 2006, are retrieved using the historical series of equivalent ETFs / Assets.
WISDOMTREE INTERNATIONAL SMALLCP DIV (DLS) 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 (%) | -5.52 | -3.43 | 1.98 | -4.42 | 6.06 | -1.23 | 4.15 | 8.29 | 6.53 | 10.33 |
| 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 (%) | -5.52 | -4.23 | 0.08 | -7.91 | 0.28 | -4.85 | 1.44 | 5.60 | 3.93 | 6.38 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 21.94 | 16.93 | 19.33 | 16.01 | 17.88 | 16.66 | 16.43 | |||
| Sharpe Ratio | -0.35 | 0.30 | -0.13 | 0.21 | 0.40 | 0.26 | 0.39 | |||
| Sortino Ratio | -0.50 | 0.42 | -0.17 | 0.28 | 0.52 | 0.35 | 0.52 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -17.91 | -29.87 | -32.00 | -35.42 | -60.75 | -60.75 | -60.75 | |||
| Start (yyyy mm) | 2022 06 | 2021 09 | 2020 01 | 2018 02 | 2007 11 | 2007 11 | 2007 11 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2020 03 | 2020 03 | 2009 02 | 2009 02 | 2009 02 | |||
| Start to Bottom (# months) | 4 | 13 | 3 | 26 | 16 | 16 | 16 | |||
| Start to Recovery (# months) in progress |
8
|
> 21
|
14
|
39
|
71
|
71
|
71
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 89.97 | 57.72 | 42.31 | 24.26 | 16.27 | 14.30 | ||||
| Worst Return (%) | -53.09 | -17.92 | -6.22 | 0.40 | 3.78 | 5.53 | ||||
| % Positive Periods | 69% | 79% | 86% | 100% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 2 | 3 | 6 | 20 | 33 | 70 | 148 | 208 | 351 |
| Negative | 1 | 1 | 3 | 6 | 16 | 27 | 50 | 92 | 152 | 230 |
| % Positive | 0% | 67% | 50% | 50% | 56% | 55% | 58% | 62% | 58% | 60% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 39.52 | 17.99 | 12.65 | 12.46 | 5.66 | 9.98 | ||||
| Perpetual WR (%) | 0.28 | 0.00 | 1.42 | 5.30 | 3.78 | 6.00 | ||||
- 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 WisdomTree International SmallCp Div (DLS) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).
WISDOMTREE INTERNATIONAL SMALLCP DIV (DLS) ETF
Monthly correlations as of 31 May 2023
Swipe left to see all data
| Correlation vs DLS | ||||||
|---|---|---|---|---|---|---|
|
|
||||||
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
US Total Stock Market VTI |
0.82
|
0.87
|
0.83
|
0.73
|
0.73
|
|
|
US Large Cap SPY |
0.82
|
0.86
|
0.82
|
0.71
|
0.71
|
|
|
US Small Cap IJR |
0.74
|
0.86
|
0.77
|
0.70
|
0.71
|
|
|
US REITs VNQ |
0.92
|
0.80
|
0.64
|
0.60
|
0.60
|
|
|
US Technology QQQ |
0.68
|
0.71
|
0.71
|
0.52
|
0.52
|
|
|
Preferred Stocks PFF |
0.81
|
0.79
|
0.70
|
0.53
|
0.52
|
|
|
EAFE Stocks EFA |
0.98
|
0.95
|
0.94
|
0.88
|
0.86
|
|
|
World All Countries VT |
0.92
|
0.93
|
0.91
|
0.84
|
0.83
|
|
|
Emerging Markets EEM |
0.86
|
0.84
|
0.81
|
0.76
|
0.73
|
|
|
Europe VGK |
0.96
|
0.94
|
0.92
|
0.83
|
0.82
|
|
|
Pacific VPL |
0.95
|
0.93
|
0.91
|
0.83
|
0.79
|
|
|
Latin America FLLA |
0.60
|
0.67
|
0.62
|
0.65
|
0.65
|
|
|
US Total Bond Market BND |
0.87
|
0.42
|
0.33
|
0.17
|
0.16
|
|
|
Long Term Treasuries TLT |
0.78
|
-0.03
|
-0.07
|
-0.12
|
-0.12
|
|
|
US Cash BIL |
0.13
|
-0.16
|
-0.14
|
-0.09
|
-0.09
|
|
|
TIPS TIP |
0.84
|
0.50
|
0.42
|
0.25
|
0.24
|
|
|
Invest. Grade Bonds LQD |
0.90
|
0.61
|
0.53
|
0.37
|
0.36
|
|
|
High Yield Bonds HYG |
0.83
|
0.82
|
0.77
|
0.66
|
0.65
|
|
|
International Bonds BNDX |
0.77
|
0.40
|
0.30
|
0.22
|
0.21
|
|
|
Emerg. Market Bonds EMB |
0.94
|
0.79
|
0.73
|
0.55
|
0.55
|
|
|
Gold GLD |
0.63
|
0.24
|
0.16
|
0.21
|
0.21
|
|
|
Commodities DBC |
0.76
|
0.64
|
0.53
|
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 WisdomTree International SmallCp Div (DLS) ETF: Dividend Yield page.
An investment of 1000$, since June 1993,
now would be worth 6679.15$, with a total return of 567.92% (6.53% annualized).
The Inflation Adjusted Capital now would be 3174.86$, with a net total return of 217.49% (3.93% annualized).
The Inflation Adjusted Capital now would be 3174.86$, with a net total return of 217.49% (3.93% annualized).
An investment of 1000$, since January 1975,
now would be worth 116710.54$, with a total return of 11571.05% (10.33% annualized).
The Inflation Adjusted Capital now would be 19967.09$, with a net total return of 1896.71% (6.38% annualized).
The Inflation Adjusted Capital now would be 19967.09$, with a net total return of 1896.71% (6.38% 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.
WISDOMTREE INTERNATIONAL SMALLCP DIV (DLS) 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 |
| -60.75% | Nov 2007 | Feb 2009 | 16 | Sep 2013 | 55 | 71 |
| -35.42% | Feb 2018 | Mar 2020 | 26 | Apr 2021 | 13 | 39 |
| -32.59% | Jun 1996 | Sep 1998 | 28 | May 2003 | 56 | 84 |
| -29.87% | Sep 2021 | Sep 2022 | 13 | in progress | 8 | 21 |
| -13.12% | Jul 2014 | Dec 2014 | 6 | Sep 2016 | 21 | 27 |
| -9.21% | Feb 1994 | Jun 1994 | 5 | Mar 1996 | 21 | 26 |
| -6.91% | May 2006 | Jul 2006 | 3 | Oct 2006 | 3 | 6 |
| -6.04% | 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 |
| -3.41% | Oct 2016 | Nov 2016 | 2 | Jan 2017 | 2 | 4 |
| -2.32% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
| -2.29% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
| -1.14% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
| -1.06% | Jun 2021 | Jun 2021 | 1 | Jul 2021 | 1 | 2 |
| -0.80% | Apr 2014 | Apr 2014 | 1 | May 2014 | 1 | 2 |
| -0.43% | Nov 2013 | Nov 2013 | 1 | Dec 2013 | 1 | 2 |
| -0.39% | Jun 1993 | Jun 1993 | 1 | Jul 1993 | 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 |
| -60.75% | Nov 2007 | Feb 2009 | 16 | Sep 2013 | 55 | 71 |
| -35.42% | Feb 2018 | Mar 2020 | 26 | Apr 2021 | 13 | 39 |
| -32.59% | Jun 1996 | Sep 1998 | 28 | May 2003 | 56 | 84 |
| -29.87% | Sep 2021 | Sep 2022 | 13 | in progress | 8 | 21 |
| -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 |
| -13.12% | Jul 2014 | Dec 2014 | 6 | Sep 2016 | 21 | 27 |
| -11.89% | Jul 1975 | Sep 1975 | 3 | Jan 1976 | 4 | 7 |
| -10.78% | Feb 1980 | Mar 1980 | 2 | Jul 1980 | 4 | 6 |
| -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 |
| -6.04% | Jun 2007 | Aug 2007 | 3 | Oct 2007 | 2 | 5 |
| -5.57% | Oct 1978 | Oct 1978 | 1 | Dec 1978 | 2 | 3 |
| -4.62% | Sep 1986 | Sep 1986 | 1 | Oct 1986 | 1 | 2 |
| -4.47% | Apr 2004 | May 2004 | 2 | Sep 2004 | 4 | 6 |
| -4.32% | Mar 2005 | May 2005 | 3 | Jul 2005 | 2 | 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.
WISDOMTREE INTERNATIONAL SMALLCP DIV (DLS) 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 |
12.15 | -4.42 |
89.97 Apr 2003 - Mar 2004 |
-53.09 Mar 2008 - Feb 2009 |
31.05% |
| 2 Years |
11.37 | -8.42 |
69.03 Oct 1985 - Sep 1987 |
-33.04 Mar 2007 - Feb 2009 |
24.55% |
| 3 Years |
11.09 | 6.06 |
57.72 Aug 1984 - Jul 1987 |
-17.92 Mar 2006 - Feb 2009 |
21.43% |
| 5 Years |
10.73 | -1.23 |
42.31 Aug 1982 - Jul 1987 |
-6.22 Jun 2007 - May 2012 |
14.18% |
| 7 Years |
10.60 | 3.26 |
34.50 Aug 1982 - Jul 1989 |
-1.95 Oct 1994 - Sep 2001 |
4.82% |
| 10 Years |
10.70 | 4.15 |
24.26 Sep 1977 - Aug 1987 |
0.40 Feb 1989 - Jan 1999 |
0.00% |
| 15 Years |
9.98 | 3.22 |
21.42 Jan 1975 - Dec 1989 |
1.45 Nov 2007 - Oct 2022 |
0.00% |
| 20 Years |
9.78 | 8.29 |
16.27 Jan 1975 - Dec 1994 |
3.78 Mar 1989 - Feb 2009 |
0.00% |
| 30 Years |
9.90 | 6.53 |
14.30 Jun 1977 - May 2007 |
5.53 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 WisdomTree International SmallCp Div (DLS) 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
WISDOMTREE INTERNATIONAL SMALLCP DIV (DLS) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2023
The annualized return of the last 10 years has been 4.15% (updated at May 31, 2023).
Seasonality
WisdomTree International SmallCp Div (DLS) 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 |
1.30
40% |
-1.73
40% |
-3.57
40% |
2.16
80% |
-0.35
60% |
-1.32
40% |
1.40
80% |
-0.22
40% |
-2.08
40% |
-0.61
60% |
3.66
80% |
2.05
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.30
|
99.55
|
96.00
|
98.07
|
97.73
|
96.44
|
97.79
|
97.58
|
95.55
|
94.97
|
98.45
|
100.46
|
| Best |
8.4 2023 |
3.5 2021 |
3.7 2021 |
8.4 2020 |
6.1 2020 |
3.5 2019 |
5.2 2022 |
6.5 2020 |
4.2 2019 |
4.5 2019 |
11.6 2022 |
6.7 2020 |
| Worst |
-4.6 2020 |
-9.9 2020 |
-20.9 2020 |
-5.7 2022 |
-5.5 2023 |
-7.8 2022 |
-2.7 2019 |
-5.1 2022 |
-10.8 2022 |
-8.7 2018 |
-6.3 2021 |
-6.7 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 |
0.78
50% |
0.12
50% |
-0.75
50% |
1.98
70% |
0.33
70% |
-1.64
40% |
2.12
70% |
-0.52
60% |
-0.49
50% |
0.46
60% |
1.43
60% |
1.58
70% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.78
|
100.90
|
100.14
|
102.12
|
102.46
|
100.79
|
102.92
|
102.38
|
101.88
|
102.35
|
103.81
|
105.45
|
| Best |
8.4 2023 |
7.3 2015 |
8.7 2016 |
8.4 2020 |
6.1 2020 |
3.5 2019 |
6.3 2016 |
6.5 2020 |
8.9 2013 |
5.4 2015 |
11.6 2022 |
6.7 2020 |
| Worst |
-5.6 2016 |
-9.9 2020 |
-20.9 2020 |
-5.7 2022 |
-5.5 2023 |
-7.8 2022 |
-2.7 2019 |
-5.2 2015 |
-10.8 2022 |
-8.7 2018 |
-6.3 2021 |
-6.7 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 |
1.78
61% |
0.86
65% |
1.31
69% |
2.03
65% |
0.92
61% |
0.32
50% |
0.73
52% |
0.63
60% |
-0.73
48% |
0.09
54% |
1.14
65% |
2.12
73% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.78
|
102.66
|
104.00
|
106.11
|
107.08
|
107.43
|
108.21
|
108.89
|
108.10
|
108.19
|
109.42
|
111.74
|
| Best |
15.2 1987 |
10.5 1986 |
9.9 2009 |
11.5 2009 |
13.5 2009 |
8.7 2000 |
8.8 2010 |
12.1 1982 |
11.1 2010 |
11.1 1982 |
11.6 2022 |
12.0 1991 |
| Worst |
-10.9 2009 |
-10.7 2009 |
-20.9 2020 |
-6.3 2000 |
-12.8 2010 |
-11.3 2008 |
-6.7 1975 |
-11.9 1990 |
-13.8 2008 |
-23.7 2008 |
-8.4 1997 |
-6.7 2018 |
Monthly Seasonality over the period Jan 1975 - May 2023
Monthly/Yearly Returns
WisdomTree International SmallCp Div (DLS) 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
351 Positive Months (60%) - 230 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 |
+2.43 | +0.22 | 8.4 | -2.2 | 0.2 | 2.1 | -5.5 | |||||||
| 2022 |
-17.34 | -22.35 | -3.9 | -2.0 | -0.8 | -5.7 | 0.5 | -7.8 | 5.2 | -5.1 | -10.8 | 2.3 | 11.6 | -0.4 |
| 2021 |
+11.70 | +4.35 | -0.9 | 3.5 | 3.7 | 3.4 | 2.5 | -1.1 | 1.4 | 2.4 | -3.6 | 1.3 | -6.3 | 5.4 |
| 2020 |
-1.32 | -2.65 | -4.6 | -9.9 | -20.9 | 8.4 | 6.1 | 1.8 | 2.0 | 6.5 | -0.4 | -2.5 | 10.0 | 6.7 |
| 2019 |
+22.21 | +19.48 | 7.5 | 1.9 | -0.1 | 2.7 | -5.3 | 3.5 | -2.7 | -3.0 | 4.2 | 4.5 | 2.6 | 5.3 |
| 2018 |
-18.92 | -20.44 | 4.3 | -4.1 | -0.4 | -0.1 | -1.2 | -3.0 | 1.1 | -1.9 | 0.2 | -8.7 | 0.3 | -6.7 |
| 2017 |
+31.83 | +29.10 | 4.5 | 2.3 | 2.2 | 3.6 | 2.7 | 1.2 | 3.8 | 0.3 | 2.9 | 1.4 | 0.3 | 2.9 |
| 2016 |
+6.78 | +4.61 | -5.6 | -1.1 | 8.7 | 1.0 | 1.5 | -5.4 | 6.3 | 0.2 | 3.3 | -2.1 | -1.4 | 2.1 |
| 2015 |
+7.46 | +6.68 | 0.3 | 7.3 | -0.7 | 5.3 | 0.7 | -2.7 | 0.0 | -5.2 | -3.0 | 5.4 | 0.4 | 0.2 |
| 2014 |
-8.99 | -9.67 | -2.3 | 5.4 | 0.5 | -0.8 | 1.4 | 0.5 | -1.7 | 0.1 | -6.6 | -0.4 | -3.0 | -2.1 |
| 2013 |
+26.37 | +24.50 | 4.2 | 0.6 | 1.8 | 4.2 | -3.8 | -3.4 | 5.7 | 0.5 | 8.9 | 3.5 | -0.4 | 2.6 |
| 2012 |
+24.05 | +21.93 | 8.0 | 3.9 | 1.5 | -1.9 | -10.0 | 3.6 | -0.8 | 4.3 | 3.6 | 1.6 | 2.2 | 7.0 |
| 2011 |
-12.32 | -14.85 | 0.7 | 2.2 | -0.2 | 4.9 | -2.8 | -1.5 | -1.8 | -5.3 | -9.6 | 5.8 | -1.8 | -2.8 |
| 2010 |
+19.40 | +17.64 | -1.7 | 0.5 | 6.9 | 1.2 | -12.8 | -0.5 | 8.8 | -3.2 | 11.1 | 4.3 | -4.8 | 10.7 |
| 2009 |
+37.16 | +33.53 | -10.9 | -10.7 | 9.9 | 11.5 | 13.5 | 0.7 | 8.5 | 6.9 | 5.4 | -1.9 | 2.1 | 0.6 |
| 2008 |
-44.35 | -44.40 | -5.6 | 0.0 | 1.1 | 2.3 | 1.5 | -11.3 | -3.7 | -2.3 | -13.8 | -23.7 | -7.7 | 10.8 |
| 2007 |
+4.52 | +0.42 | 2.1 | 1.2 | 4.8 | 4.7 | 2.2 | -1.9 | -0.9 | -3.3 | 2.0 | 6.3 | -6.3 | -5.5 |
| 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 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
