Backtest Portfolio Asset Allocation

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks. You can analyze and backtest portfolio returns, risk characteristics, style exposures, and drawdowns. The results cover both returns and fund fundamentals based portfolio style analysis along with risk and return decomposition by each portfolio asset. You can compare up to three different portfolios against the selected benchmark, and you can also specify any periodic contribution or withdrawal cashflows and the preferred portfolio rebalancing strategy.

The related asset class level portfolio modeling tool allows you to analyze and compare asset class level portfolios with a longer time horizon starting from 1972.

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Portfolio Analysis Results (Jan 1992 - Dec 2018)

Portfolio Allocations

Portfolio 1
Ticker Name Allocation
VEXPX Vanguard Explorer Inv 4.05%
PRNHX T. Rowe Price New Horizons 4.05%
PENNX Royce Pennsylvania Mutual Invmt 4.05%
LAGWX Lord Abbett Developing Growth A 4.05%
DFSCX DFA US Micro Cap I 4.05%
MERDX Meridian Growth Legacy 4.05%
OTCFX T. Rowe Price Small-Cap Stock 4.05%
NAESX Vanguard Small Cap Index Inv 4.05%
JAVTX Janus Henderson Venture T 4.05%
MOPIX MainStay MacKay Small Cap Core I 4.05%
NCLEX Nicholas Limited Edition I 4.05%
UMBHX Carillon Scout Small Cap I 4.05%
PRSVX T. Rowe Price Small-Cap Value 4.05%
AASOX Alger Small Cap Growth I-2 4.05%
ICSCX ICM Small Company 4.05%
MSSGX Morgan Stanley Inst Inception I 4.05%
LSSCX Loomis Sayles Small Cap Value Instl 4.04%
RCSIX RBC Small Cap Core I 4.04%
PSVIX AllianzGI NFJ Small-Cap Value Instl 4.04%
LZSCX Lazard US Small-Mid Cap Equity Instl 4.04%
TSGUX Morgan Stanley Pathway Sm-Mid Cap Eq 4.04%
VBMFX Vanguard Total Bond Market Index Inv 15.00%
Save portfolio »

Portfolio Returns

Portfolio performance statistics
PortfolioInitial BalanceFinal BalanceCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
Portfolio 1$10,000$119,371 9.62% 14.19%36.48%-31.73%-45.00% 0.550.800.91
Vanguard 500 Index Investor$10,000$101,008 8.94% 14.02%37.45%-37.02%-50.97% 0.510.730.99
   
Notes on results:
  • Past performance is no guarantee of future results, which may vary. All use is subject to terms of service.
  • Investing involves risk, including possible loss of principal. The value of the investments and the income derived from them may fluctuate over time.
  • All portfolio returns presented are hypothetical and backtested. Hypothetical returns do not reflect trading costs, transaction fees, or taxes.
  • The results are based on information from a variety of sources we consider reliable, but we do not represent that the information is accurate or complete.
  • The results do not constitute investment advice or recommendation, are provided solely for informational purposes, and are not an offer to buy or sell any securities.
  • The results are based on the total return of assets and assume that all received dividends and distributions are reinvested.
  • CAGR = Compound Annual Growth Rate
  • Stdev = Annualized standard deviation of monthly returns
  • Sharpe and Sortino ratios are calculated and annualized from monthly excess returns over risk free rate (3-month treasury bill)
  • Stock market correlation is based on the correlation of monthly returns
  • Drawdowns are calculated based on monthly returns excluding cashflows
  • Monthly return series of the selected benchmark is used for results comparisons
  • The backtested results assume monthly rebalancing of portfolio assets to match the specified allocation
Annual returns for the configured portfolios
YearInflationReturnBalanceVanguard Explorer Inv (VEXPX)T. Rowe Price New Horizons (PRNHX)Royce Pennsylvania Mutual Invmt (PENNX)Lord Abbett Developing Growth A (LAGWX)DFA US Micro Cap I (DFSCX)Meridian Growth Legacy (MERDX)T. Rowe Price Small-Cap Stock (OTCFX)Vanguard Small Cap Index Inv (NAESX)Janus Henderson Venture T (JAVTX)MainStay MacKay Small Cap Core I (MOPIX)Nicholas Limited Edition I (NCLEX)Carillon Scout Small Cap I (UMBHX)T. Rowe Price Small-Cap Value (PRSVX)Alger Small Cap Growth I-2 (AASOX)ICM Small Company (ICSCX)Morgan Stanley Inst Inception I (MSSGX)Loomis Sayles Small Cap Value Instl (LSSCX)RBC Small Cap Core I (RCSIX)AllianzGI NFJ Small-Cap Value Instl (PSVIX)Lazard US Small-Mid Cap Equity Instl (LZSCX)Morgan Stanley Pathway Sm-Mid Cap Eq (TSGUX)Vanguard Total Bond Market Index Inv (VBMFX)
Portfolio 1Vanguard 500 Index InvestorPortfolio 1Vanguard 500 Index Investor
19922.90%12.91%7.42%$11,291$10,74213.02%10.58%16.19%-3.10%23.48%15.51%13.91%18.20%7.44%19.38%16.78%10.96%20.87%3.55%32.28%-11.03%13.12%17.21%18.74%24.75%11.42%7.14%
19932.75%15.42%9.89%$13,032$11,80515.41%22.01%11.25%12.62%20.97%13.05%18.40%18.70%9.08%17.02%9.03%5.96%23.30%13.28%22.03%0.00%24.68%19.80%13.74%30.09%23.58%9.68%
19942.67%-0.31%1.18%$12,992$11,9440.54%0.30%-0.72%6.20%3.09%0.55%0.08%-0.51%5.46%-4.74%-3.04%0.70%-1.38%-4.38%3.41%-0.62%-8.31%-7.39%-3.69%2.03%13.13%-2.66%
19952.54%27.89%37.45%$16,616$16,41626.60%55.44%18.72%45.65%34.48%22.43%33.85%28.74%26.46%19.69%30.18%19.96%29.29%44.31%21.27%33.31%32.18%19.87%25.47%21.53%34.19%18.18%
19963.32%16.38%22.88%$19,336$20,17214.04%17.03%12.84%22.31%17.65%11.19%21.05%18.12%8.02%29.87%21.81%12.55%24.61%4.18%23.01%3.71%30.35%27.62%27.72%23.93%18.88%3.58%
19971.70%21.36%33.19%$23,467$26,86714.57%9.77%24.95%30.78%22.78%19.23%28.81%24.59%12.61%33.30%33.02%23.02%27.92%11.39%33.01%11.36%25.99%33.27%35.02%28.06%10.38%9.44%
19981.61%3.27%28.62%$24,235$34,5553.52%6.25%4.17%8.27%-7.32%3.09%-3.46%-2.61%23.22%3.40%1.67%-3.68%-12.47%15.53%-0.51%27.38%-1.08%-4.33%-9.16%-12.62%2.18%8.58%
19992.68%18.63%21.07%$28,751$41,83637.26%32.52%5.96%38.16%29.79%13.33%14.66%23.13%140.71%3.05%-4.09%1.26%1.19%43.42%-1.07%96.69%0.37%6.16%-6.40%1.77%49.55%-0.76%
20003.39%4.89%-9.06%$30,157$38,0479.22%-1.86%18.35%-17.69%-3.60%28.20%16.49%-2.67%-45.77%-9.44%-8.66%21.82%19.77%-27.20%22.46%-6.64%23.19%16.61%21.65%15.90%-15.63%11.39%
20011.55%6.18%-12.02%$32,021$33,4730.56%-2.84%18.38%-6.98%22.77%14.76%6.81%3.10%-11.93%13.89%8.21%11.37%21.94%-29.51%19.05%-12.18%13.87%2.73%19.12%18.06%-13.31%8.43%
20022.38%-13.20%-22.15%$27,795$26,060-24.58%-26.60%-9.22%-29.54%-13.27%-17.82%-14.21%-20.02%-27.24%-3.30%-23.51%-11.66%-1.76%-26.22%-6.30%-22.28%-13.23%-9.96%3.15%-17.97%-31.17%8.26%
20031.88%36.48%28.50%$37,934$33,48844.25%49.31%40.29%40.06%60.72%47.90%32.35%45.63%55.75%53.73%39.55%38.16%36.43%42.34%35.31%44.13%34.55%43.85%30.72%38.92%47.24%3.97%
20043.26%16.23%10.74%$44,089$37,08413.75%17.90%20.23%6.00%18.39%14.47%18.77%19.90%17.56%25.79%13.94%24.73%25.69%16.57%20.70%19.17%21.78%19.37%23.57%15.28%10.69%4.24%
20053.42%7.11%4.77%$47,224$38,8559.28%11.90%12.50%11.87%5.69%0.33%8.44%7.36%1.55%11.14%7.78%5.60%8.74%16.88%5.22%13.55%6.28%-2.61%10.77%4.31%8.39%2.40%
20062.54%13.31%15.64%$53,509$44,9329.70%7.39%14.78%12.45%16.16%15.81%12.78%15.66%23.58%13.08%6.38%12.07%16.24%20.02%19.22%11.90%18.31%20.60%19.03%17.11%9.43%4.27%
20074.08%5.18%5.39%$56,281$47,3535.06%6.25%2.75%35.83%-5.22%5.40%-1.75%1.16%16.36%-17.09%11.20%13.32%-0.13%17.24%3.35%3.04%3.44%-3.23%6.53%-6.38%10.88%6.92%
20080.09%-31.73%-37.02%$38,423$29,822-40.40%-38.78%-34.78%-47.50%-36.72%-30.35%-33.35%-36.07%-51.43%-36.51%-30.26%-40.19%-28.61%-46.60%-35.11%-41.84%-31.81%-32.47%-26.18%-34.46%-43.11%5.05%
20092.72%32.88%26.49%$51,057$37,72136.21%43.87%36.28%47.03%28.06%36.17%38.46%36.12%54.50%48.76%27.50%20.95%26.88%45.51%34.46%47.92%28.84%33.31%24.48%55.47%40.90%5.93%
20101.50%24.83%14.91%$63,734$43,34727.43%34.67%23.86%36.54%31.29%31.36%32.53%27.72%26.96%24.42%31.62%20.85%25.25%25.29%22.73%27.20%25.07%29.73%25.36%23.67%30.84%6.42%
20112.96%-0.32%1.97%$63,529$44,199-1.89%6.63%-4.17%-1.66%-3.25%1.07%-0.09%-2.80%2.05%-2.76%1.33%-4.02%-0.60%-3.18%-4.85%-9.12%-1.57%0.93%2.52%-9.83%-7.26%7.56%
20121.74%13.40%15.82%$72,045$51,19314.89%16.20%14.58%10.39%18.24%12.27%18.01%18.04%17.08%12.56%10.58%18.35%17.76%12.50%16.93%17.10%16.34%15.47%10.79%15.45%10.69%4.05%
20131.50%32.82%32.18%$95,689$67,66544.36%49.11%35.25%57.17%45.06%28.53%37.65%37.62%41.74%37.78%36.13%37.02%32.74%34.26%36.16%62.26%35.94%37.91%32.06%35.81%48.54%-2.26%
20140.76%4.54%13.51%$100,029$76,8063.91%6.10%-0.70%3.25%2.92%9.41%6.90%7.37%10.21%6.40%4.34%5.44%0.14%0.44%2.87%-9.68%5.33%4.68%2.01%11.39%4.74%5.76%
20150.73%-3.35%1.25%$96,676$77,764-4.34%4.50%-11.43%-8.90%-3.62%-5.32%-3.18%-3.78%-0.89%-3.89%-1.83%0.63%-4.70%-3.32%-3.20%-9.58%-3.36%-7.27%-7.93%-2.14%-3.92%0.30%
20162.07%13.81%11.82%$110,024$86,95412.33%7.79%26.47%-2.71%25.63%16.28%18.57%18.17%7.08%16.02%12.37%12.51%28.97%6.24%31.36%-0.35%26.47%26.34%23.42%16.20%4.92%2.50%
20172.11%16.64%21.67%$128,328$105,79522.95%31.49%16.24%29.92%11.18%25.63%15.27%16.10%24.16%15.62%19.92%31.87%13.37%28.73%13.13%21.87%10.02%10.97%10.02%14.20%19.66%3.46%
20181.91%-6.98%-4.52%$119,371$101,008-2.50%4.04%-9.66%5.09%-11.60%-6.91%-3.24%-9.43%-6.69%-16.39%-1.00%-5.13%-11.49%1.44%-13.96%0.29%-16.52%-25.54%-19.03%-13.27%-11.08%-0.13%
Monthly returns for the configured portfolios
YearMonthReturnBalanceVanguard Explorer Inv (VEXPX)T. Rowe Price New Horizons (PRNHX)Royce Pennsylvania Mutual Invmt (PENNX)Lord Abbett Developing Growth A (LAGWX)DFA US Micro Cap I (DFSCX)Meridian Growth Legacy (MERDX)T. Rowe Price Small-Cap Stock (OTCFX)Vanguard Small Cap Index Inv (NAESX)Janus Henderson Venture T (JAVTX)MainStay MacKay Small Cap Core I (MOPIX)Nicholas Limited Edition I (NCLEX)Carillon Scout Small Cap I (UMBHX)T. Rowe Price Small-Cap Value (PRSVX)Alger Small Cap Growth I-2 (AASOX)ICM Small Company (ICSCX)Morgan Stanley Inst Inception I (MSSGX)Loomis Sayles Small Cap Value Instl (LSSCX)RBC Small Cap Core I (RCSIX)AllianzGI NFJ Small-Cap Value Instl (PSVIX)Lazard US Small-Mid Cap Equity Instl (LZSCX)Morgan Stanley Pathway Sm-Mid Cap Eq (TSGUX)Vanguard Total Bond Market Index Inv (VBMFX)
Portfolio 1Vanguard 500 Index InvestorPortfolio 1Vanguard 500 Index Investor
199213.95%-1.88%$10,395$9,8126.56%3.25%4.66%1.02%11.45%2.75%7.24%7.96%0.57%3.92%3.50%2.77%5.98%2.72%7.61%-0.77%10.17%5.16%6.82%8.25%1.22%-1.39%
199222.11%1.24%$10,615$9,9341.54%0.62%2.75%-0.47%4.52%0.98%2.88%3.50%1.32%2.46%2.12%1.41%4.82%-0.91%3.79%-0.28%5.60%3.57%3.38%4.52%1.75%0.62%
19923-2.88%-1.93%$10,309$9,743-5.58%-5.71%0.00%-3.48%-2.49%-4.09%-4.25%-3.38%-3.59%-1.84%-2.13%0.23%0.00%-11.15%-1.05%-7.32%-5.37%-1.29%-0.86%0.00%-5.92%-0.50%
19924-2.63%2.91%$10,038$10,026-4.52%-5.14%-1.02%-4.87%-4.03%-3.34%-3.59%-3.04%-1.47%-1.63%-3.96%0.35%-1.39%-6.97%-2.56%-5.86%-5.09%-1.38%-2.04%-2.37%-3.55%0.71%
199250.36%0.48%$10,075$10,0751.01%0.69%0.52%-2.66%-0.14%-1.90%0.99%1.18%0.39%-0.42%0.90%1.84%0.70%0.00%0.07%-0.89%0.15%-0.07%0.09%0.09%-0.47%1.84%
19926-3.32%-1.49%$9,740$9,925-4.15%-5.86%-2.05%-6.41%-5.19%-3.12%-4.67%-4.80%-2.55%-3.09%-3.73%-1.64%-4.02%-4.24%-1.60%-4.94%-8.72%-4.94%-3.20%-5.21%-2.86%1.31%
199272.86%4.04%$10,018$10,3262.43%6.23%1.83%1.35%3.70%6.48%0.60%3.58%1.91%3.96%5.41%1.85%2.28%4.01%3.49%1.35%2.77%2.72%3.05%2.75%1.72%1.91%
19928-1.20%-2.07%$9,897$10,113-1.02%-2.79%-0.90%-1.11%-2.28%-1.88%-0.54%-2.44%-0.94%-1.49%-0.29%-0.80%-0.45%-1.77%0.86%-2.46%-3.26%-1.81%-1.52%-2.85%-3.62%0.98%
199291.67%1.17%$10,062$10,2312.21%1.96%1.43%5.16%1.31%2.24%0.91%1.69%1.43%1.85%0.47%0.11%0.98%5.54%1.28%-1.77%1.10%2.00%1.00%0.73%4.88%1.26%
1992102.75%0.33%$10,339$10,2656.35%5.23%0.90%4.48%2.59%5.54%3.54%3.17%3.38%3.30%1.46%0.80%0.80%4.63%5.20%3.96%3.17%2.34%1.82%4.83%5.01%-1.22%
1992116.03%3.40%$10,962$10,6147.15%9.28%4.18%3.57%8.85%9.10%7.12%6.98%5.26%7.03%6.77%3.41%5.80%8.48%7.02%6.75%9.54%6.63%7.10%8.77%10.23%-0.02%
1992123.00%1.21%$11,291$10,7421.33%3.70%3.04%1.03%4.36%2.73%3.75%3.36%1.84%4.33%5.80%0.22%4.10%5.01%4.81%1.50%4.27%3.68%2.23%3.83%3.61%1.48%
199312.15%0.81%$11,534$10,8291.62%1.16%2.00%1.81%5.43%1.16%2.16%3.77%2.68%2.95%1.49%0.44%4.32%-2.71%5.90%-2.10%4.58%3.07%4.34%3.08%-0.60%1.79%
19932-1.89%1.36%$11,315$10,976-4.02%-6.75%0.98%-4.75%-1.80%-4.20%-1.70%-1.85%0.10%-1.25%-0.31%-0.77%1.25%-8.07%0.30%-10.20%-2.30%-1.30%-0.48%0.90%-7.81%1.96%
199332.48%2.11%$11,596$11,2072.34%3.21%2.06%2.43%2.89%3.50%2.36%3.07%3.34%3.50%-0.21%0.99%2.93%2.38%4.10%1.12%4.18%2.76%2.57%4.81%5.54%0.37%
19934-2.56%-2.42%$11,299$10,935-3.79%-4.56%-2.38%-4.74%-3.06%-4.75%-1.69%-2.84%-2.33%-2.38%-4.06%-2.19%-2.70%-2.68%-1.86%-7.14%-2.55%-2.94%-2.63%-2.33%-2.37%0.74%
199353.84%2.65%$11,733$11,2254.58%8.32%1.95%6.59%3.42%4.72%3.86%4.25%1.21%1.99%2.37%2.35%4.16%8.52%3.02%7.17%4.27%3.88%1.70%4.63%11.49%0.14%
199360.90%0.27%$11,839$11,2550.66%2.94%-0.60%-0.51%-0.38%2.45%1.06%0.27%-0.15%0.07%1.50%-0.93%1.40%1.37%0.34%1.53%0.50%-1.08%0.24%2.70%2.17%1.80%
199370.61%-0.42%$11,911$11,2080.95%0.06%1.08%0.20%1.66%3.23%2.89%0.93%0.60%1.37%-0.05%0.22%0.73%0.00%-0.06%-1.30%2.43%-2.18%0.35%0.84%-1.20%0.61%
199383.67%3.79%$12,348$11,6324.63%6.46%2.38%4.98%3.39%4.26%3.00%4.23%1.71%3.56%1.96%1.99%2.60%8.12%4.36%2.43%5.37%4.85%3.34%5.85%4.96%1.69%
199392.47%-0.79%$12,653$11,5403.63%4.96%0.46%2.81%3.16%3.07%1.05%2.79%-0.61%3.03%2.60%0.00%1.20%4.43%2.09%5.84%4.57%3.69%0.92%1.93%8.03%0.40%
1993101.47%2.08%$12,839$11,7791.77%3.06%1.39%-0.19%4.71%2.10%3.25%2.65%1.29%1.47%0.91%1.08%1.95%-0.03%0.91%0.26%2.22%2.95%1.91%0.95%0.58%0.30%
199311-2.02%-1.00%$12,580$11,662-2.13%-2.59%-1.60%-1.61%-1.75%-4.49%-3.03%-2.88%-2.70%-1.91%-1.15%0.32%-0.89%-3.65%-1.97%-2.69%-3.34%-0.99%-1.80%-1.31%-4.27%-0.97%
1993123.60%1.22%$13,032$11,8054.71%4.92%3.13%5.65%1.94%1.97%4.13%3.29%3.82%3.67%3.88%2.39%4.42%6.26%3.28%6.64%2.87%5.99%2.71%4.91%6.52%0.48%
199412.37%3.38%$13,342$12,2042.39%2.41%1.93%5.24%6.18%0.39%1.49%3.64%2.15%3.22%1.39%1.90%1.63%-1.10%2.96%0.49%2.12%2.10%3.75%3.67%5.56%1.39%
19942-0.27%-2.71%$13,305$11,872-0.95%-0.30%0.12%1.90%-0.23%-0.81%-0.45%-0.37%-1.32%0.73%-0.42%-0.83%0.74%-1.02%-0.06%0.61%-1.52%1.17%-0.15%0.13%2.94%-1.78%
19943-4.35%-4.39%$12,727$11,351-4.46%-5.70%-3.07%-6.60%-4.46%-3.45%-4.05%-5.07%-3.82%-5.26%-3.13%-2.19%-2.99%-7.01%-4.46%-5.30%-5.77%-5.45%-4.47%-4.80%-7.45%-2.30%
19944-0.12%1.29%$12,712$11,4980.69%-0.26%-0.73%-1.51%0.60%0.68%-0.20%0.72%-0.02%0.61%0.55%-0.64%-0.27%0.92%-0.74%-0.52%-1.12%-0.70%0.34%-0.13%1.95%-0.83%
19945-1.23%1.60%$12,556$11,682-0.39%-2.13%-0.25%-3.07%-0.12%-1.96%0.07%-0.84%-1.71%-3.25%-1.58%0.32%1.10%-2.89%-1.18%-4.01%-1.51%-1.05%-2.38%0.27%-3.75%0.00%
19946-2.33%-2.45%$12,264$11,396-4.31%-4.02%-1.23%-3.70%-2.62%-1.14%-0.81%-3.26%-1.07%-3.59%-2.43%0.22%-2.18%-4.67%-1.75%-4.05%-2.38%-1.95%-1.79%-1.13%-8.95%-0.18%
199471.60%3.28%$12,461$11,7701.00%1.03%1.49%0.88%1.84%2.02%1.01%1.75%4.54%1.62%0.17%1.08%0.83%1.85%3.89%0.56%0.55%1.09%1.56%2.10%1.91%1.84%
199484.56%4.08%$13,029$12,2497.25%8.28%3.06%7.83%3.37%4.52%4.29%5.50%4.88%5.66%2.32%2.24%1.59%7.88%4.43%9.92%4.69%2.99%4.02%5.78%11.61%0.14%
19949-0.02%-2.45%$13,026$11,9500.90%1.07%-0.83%1.61%1.05%-0.55%0.45%-0.31%0.30%-1.74%0.39%-0.31%1.49%-0.64%0.47%1.78%-0.07%-1.51%-2.44%0.00%3.84%-1.44%
1994100.96%2.25%$13,151$12,2180.33%2.67%0.24%2.98%1.15%1.12%1.28%-0.38%4.34%0.54%1.93%1.67%0.00%4.68%0.06%1.37%-0.67%-0.94%-1.86%-1.59%4.93%-0.07%
199411-2.90%-3.65%$12,770$11,772-2.91%-4.23%-2.63%-1.45%-3.26%-3.37%-3.35%-3.92%-5.32%-4.13%-2.70%-2.98%-2.68%-4.90%-2.29%-2.34%-3.98%-3.57%-2.32%-5.03%-3.60%-0.18%
1994121.74%1.46%$12,992$11,9441.55%2.26%1.35%2.81%0.02%3.43%0.61%2.57%3.00%1.33%0.62%0.36%-0.50%3.45%2.41%1.70%1.46%0.49%2.39%3.32%5.38%0.80%
19951-0.04%2.58%$12,987$12,252-0.30%0.07%0.00%-3.62%2.83%-1.31%-0.51%-1.00%-0.49%-1.10%2.63%0.65%0.97%-1.72%0.80%-0.74%0.31%-1.17%0.55%-0.42%-4.43%1.90%
199523.76%3.88%$13,475$12,7283.28%4.87%3.10%6.63%2.52%3.23%3.86%3.64%4.11%2.48%3.19%3.67%4.07%7.15%1.95%5.31%3.88%4.44%4.48%4.27%4.79%2.17%
199531.81%2.95%$13,720$13,1042.45%4.65%0.92%3.17%1.45%1.95%1.61%2.15%0.30%1.17%3.20%1.35%0.71%2.89%1.79%1.96%2.39%0.90%0.60%2.42%4.28%0.67%
199541.62%2.94%$13,942$13,4890.80%1.17%2.46%4.13%3.52%-0.08%2.42%2.23%0.89%1.24%-0.32%1.75%2.96%4.39%3.23%-2.62%0.29%2.61%2.34%2.10%-0.42%1.31%
199552.43%3.95%$14,280$14,0221.18%2.38%1.14%4.89%2.98%0.27%3.03%1.87%3.14%0.90%0.59%2.02%3.22%3.82%2.22%3.47%2.04%0.52%2.43%2.95%0.28%3.95%
199564.24%2.31%$14,886$14,3464.58%9.05%2.75%8.97%5.68%4.40%3.47%4.95%5.02%3.88%3.10%1.81%3.38%12.32%2.28%5.37%2.71%2.24%3.19%4.49%8.78%0.66%
199575.24%3.30%$15,667$14,8205.02%9.34%2.92%9.85%6.45%6.12%5.75%5.82%8.02%3.73%3.57%3.64%3.72%14.33%5.29%7.46%6.66%3.54%4.97%4.60%9.67%-0.25%
199582.01%0.26%$15,981$14,8602.15%3.25%1.78%2.72%3.58%1.14%4.78%2.15%0.74%1.05%3.95%0.98%2.97%1.31%2.38%1.73%4.81%0.81%1.97%0.51%0.41%1.18%
199592.19%4.21%$16,330$15,4862.65%4.40%2.21%2.72%1.95%3.63%1.43%1.72%5.39%2.74%3.03%1.35%1.62%2.66%0.25%4.86%1.86%0.11%1.93%0.06%3.90%0.95%
199510-2.81%-0.36%$15,871$15,429-3.84%-0.23%-4.21%-3.06%-4.87%-3.18%-2.64%-4.34%-6.09%-1.52%-2.71%-4.00%-2.72%-4.67%-3.59%-1.15%-5.18%-5.22%-3.91%-5.74%-2.02%1.47%
1995112.92%4.38%$16,335$16,1053.94%3.39%2.97%2.66%1.92%2.67%2.77%3.93%1.39%2.79%4.13%4.17%2.37%-0.17%1.26%1.64%4.82%8.97%4.12%4.22%2.97%1.44%
1995121.72%1.93%$16,616$16,4162.24%3.07%1.47%0.07%2.39%1.93%3.83%2.81%2.00%0.91%2.52%1.19%2.88%-3.31%1.80%2.28%4.14%1.13%0.54%0.69%2.47%1.44%
199610.26%3.39%$16,658$16,972-0.64%0.29%-1.30%-0.61%0.28%1.07%-0.67%0.16%-0.94%-1.55%2.34%0.30%-0.24%0.36%0.11%1.91%0.13%3.64%-0.46%0.88%-1.02%0.63%
199623.07%0.92%$17,170$17,1294.41%4.13%2.50%6.38%3.69%4.93%2.90%3.43%4.09%2.47%6.71%0.89%2.73%4.27%2.20%3.65%5.02%5.35%2.18%3.73%6.80%-1.76%
199631.66%0.98%$17,455$17,2962.28%1.82%0.90%2.32%2.28%0.60%2.46%1.87%1.86%2.78%5.34%3.23%3.36%-0.90%2.05%-1.85%2.30%3.48%3.05%1.80%2.76%-0.77%
199644.61%1.46%$18,259$17,5486.51%7.43%1.52%10.94%8.48%3.10%6.50%5.59%6.48%5.69%4.70%2.08%4.57%7.71%5.00%2.92%5.94%2.74%3.41%3.91%10.40%-0.49%
199653.21%2.54%$18,846$17,9944.68%2.35%4.38%7.89%7.49%-0.36%3.90%3.93%4.71%5.32%2.03%3.43%3.44%2.83%2.85%1.13%4.12%3.56%3.23%3.35%5.82%-0.17%
19966-2.69%0.38%$18,339$18,063-5.21%-3.46%-2.28%-9.61%-5.82%-1.71%-1.75%-3.83%-5.32%-1.98%-3.64%-2.40%-1.90%-6.14%-1.96%-0.78%-2.36%-2.76%-0.67%-2.86%-4.75%1.27%
19967-6.27%-4.42%$17,188$17,265-7.96%-9.20%-4.17%-9.66%-9.43%-5.68%-5.97%-8.41%-9.94%-4.89%-7.69%-4.05%-3.88%-11.79%-6.16%-10.25%-5.63%-5.25%-5.49%-7.18%-13.24%0.25%
199684.54%2.10%$17,968$17,6275.16%7.28%2.30%4.81%4.76%6.52%5.61%5.94%6.89%5.41%5.95%4.02%4.09%6.24%4.27%5.88%5.01%3.68%4.77%6.46%7.69%-0.16%
199693.65%5.61%$18,625$18,6154.52%6.88%2.00%2.61%2.91%2.23%4.39%3.76%4.54%3.97%4.31%0.87%3.01%7.01%3.30%7.16%3.38%3.08%3.06%3.60%7.36%1.70%
199610-0.81%2.76%$18,473$19,128-2.15%-2.91%0.74%-2.08%-1.75%-1.55%-2.13%-1.45%-5.30%1.50%-3.10%0.77%0.47%-4.62%0.39%-3.77%1.47%-0.60%1.93%0.88%-5.03%2.21%
1996113.22%7.56%$19,068$20,5751.75%2.99%3.05%7.16%2.88%1.81%2.28%4.36%1.15%5.05%2.53%1.99%3.38%1.70%5.75%1.02%4.78%5.08%6.64%5.97%1.71%1.76%
1996121.41%-1.96%$19,336$20,1720.98%-0.41%2.84%2.51%2.04%0.27%2.47%2.41%1.07%3.29%1.48%1.06%3.56%-0.66%3.72%-2.15%3.30%3.22%3.61%1.91%1.49%-0.85%
199711.61%6.22%$19,647$21,4261.08%2.48%1.27%4.40%4.20%1.70%0.89%2.27%-3.75%3.93%2.03%0.48%2.10%1.56%3.13%0.59%1.78%0.74%3.28%2.87%1.77%0.25%
19972-1.56%0.79%$19,340$21,595-3.14%-6.01%0.97%-2.85%-2.06%0.20%-0.33%-2.46%-3.62%-0.14%1.23%0.19%-0.15%-7.10%0.00%-4.49%-1.30%0.54%0.42%-0.37%-8.58%0.11%
19973-3.58%-4.14%$18,648$20,702-5.52%-8.15%-1.79%-4.25%-4.90%-1.37%-4.07%-4.74%-5.12%-4.18%-5.32%-0.10%-2.81%-6.58%-1.49%-8.02%-2.18%-0.44%-3.79%-3.65%-6.30%-0.97%
19974-0.23%5.96%$18,604$21,935-1.08%-1.77%-0.56%-4.27%-2.76%1.69%-1.15%0.37%-0.06%-0.90%0.59%-0.86%-0.36%-1.05%-0.18%-1.09%-0.94%0.97%1.02%2.91%-1.82%1.49%
199758.39%6.09%$20,164$23,27010.64%11.84%7.32%15.08%10.22%6.73%10.39%11.08%6.94%9.65%11.72%6.63%6.63%9.65%7.43%8.73%10.87%8.34%8.59%9.77%15.69%0.87%
199764.42%4.45%$21,055$24,3074.40%4.06%5.51%6.82%4.98%1.19%5.84%5.24%5.41%6.26%4.87%3.73%5.68%5.24%5.80%6.00%4.69%5.34%4.92%4.62%4.19%1.16%
199775.14%7.97%$22,136$26,2435.01%5.77%4.23%6.75%6.05%4.10%4.57%5.43%4.31%6.86%4.27%3.57%4.46%10.04%5.82%6.60%5.73%7.06%5.13%4.98%5.80%2.80%
199781.52%-5.61%$22,473$24,7711.44%0.09%1.79%6.66%5.09%-0.90%1.85%2.24%1.00%2.54%1.93%2.50%3.08%-0.28%1.61%-0.67%2.09%1.50%2.71%2.12%2.29%-0.85%
199796.27%5.47%$23,882$26,1257.81%7.46%6.21%6.95%8.44%6.48%7.04%7.26%8.19%7.03%8.07%5.88%6.74%7.56%7.00%9.21%5.96%5.48%7.34%4.56%8.86%1.45%
199710-2.56%-3.35%$23,270$25,250-4.62%-4.67%-2.32%-4.35%-3.86%-3.98%-1.35%-4.42%-1.88%-3.59%-0.40%-1.67%-1.48%-5.79%-1.49%-5.06%-3.15%-2.54%-1.69%-3.94%-6.43%1.45%
199711-0.48%4.60%$23,158$26,411-1.78%-0.80%0.00%-2.92%-1.55%0.99%0.40%-0.52%-1.55%1.95%-2.45%-0.32%-0.20%-1.18%0.29%-1.62%-0.37%0.98%1.17%-0.44%-3.11%0.33%
1997121.33%1.72%$23,467$26,8670.78%0.88%0.39%1.20%-1.71%1.42%2.40%1.66%3.15%0.70%3.44%1.25%1.75%0.71%1.52%2.33%1.03%1.67%1.99%2.34%0.17%1.04%
19981-1.26%1.11%$23,171$27,165-2.68%-1.55%-1.79%-0.70%-0.59%-1.07%-1.58%-1.60%-2.60%-0.28%-2.43%-1.35%-1.92%-1.85%-0.84%-2.07%-2.20%-4.76%-1.70%-0.95%-1.60%1.32%
199826.37%7.19%$24,646$29,1198.55%10.29%6.90%8.54%6.49%7.01%4.85%7.49%9.89%7.35%6.38%4.43%5.58%7.36%6.76%12.70%7.08%7.48%6.28%7.16%9.13%-0.10%
199833.88%5.10%$25,602$30,6054.02%4.27%4.38%3.43%4.81%4.61%5.19%4.15%4.93%5.27%4.61%3.51%3.80%5.47%3.42%5.40%4.46%6.61%3.96%3.58%4.68%0.33%
199840.53%1.01%$25,738$30,914-0.28%-0.61%1.52%2.76%1.68%0.15%1.04%0.50%-1.26%0.69%-0.37%0.32%1.03%0.27%0.80%1.78%-0.44%1.14%-0.31%0.27%0.63%0.51%
19985-3.53%-1.74%$24,829$30,375-6.19%-6.67%-1.26%-5.61%-4.97%-3.58%-4.07%-5.36%-2.95%-3.54%-6.42%-2.52%-3.58%-4.48%-2.63%-2.41%-4.29%-3.55%-4.55%-5.26%-7.16%1.02%
199860.36%4.07%$24,920$31,6110.16%2.74%-0.93%0.06%-2.06%1.22%-0.64%-0.16%6.69%0.90%1.22%-1.64%-2.04%6.47%-1.21%3.03%-1.29%-3.16%-3.07%-3.11%2.81%0.81%
19987-5.28%-1.05%$23,604$31,278-7.01%-6.21%-4.35%-6.90%-6.71%-8.48%-6.81%-7.98%-2.73%-4.91%-4.98%-6.46%-7.79%-5.63%-6.52%-2.68%-6.47%-5.98%-7.24%-7.06%-8.43%0.23%
19988-14.79%-14.47%$20,113$26,751-19.34%-22.35%-12.90%-23.77%-20.10%-14.26%-17.24%-19.29%-20.47%-17.18%-17.08%-11.09%-14.55%-19.61%-12.63%-17.79%-17.13%-17.75%-14.70%-19.92%-23.31%1.90%
199895.25%6.41%$21,168$28,4668.71%8.52%2.12%9.91%3.69%3.49%4.53%7.53%11.00%5.51%5.34%3.89%1.32%7.79%4.93%9.80%5.05%5.12%2.86%2.74%8.50%1.96%
1998103.61%8.16%$21,931$30,7906.83%7.20%3.31%7.44%3.56%4.30%3.58%4.21%0.95%2.30%7.27%2.66%0.89%3.32%2.49%6.82%5.26%4.68%3.96%5.78%4.38%-0.55%
1998114.55%6.07%$22,930$32,6606.27%5.26%4.55%9.31%7.58%5.19%3.56%5.31%7.15%5.86%2.58%1.44%3.21%7.03%3.29%5.92%5.66%5.84%3.48%4.11%8.12%0.49%
1998125.69%5.81%$24,235$34,5558.60%10.42%4.17%9.23%2.52%6.91%6.79%6.23%15.55%4.06%8.65%4.37%2.66%12.74%3.28%7.66%6.16%3.05%3.58%2.54%10.05%0.38%
19991-0.41%4.20%$24,137$36,0080.53%1.20%-3.13%4.77%2.79%-4.28%-1.35%1.23%4.74%-2.51%-2.52%-1.53%-2.53%1.14%-3.61%3.10%-4.69%-6.21%-3.91%-0.75%4.54%0.79%
19992-5.97%-3.12%$22,696$34,883-8.89%-10.25%-5.90%-8.11%-6.87%-4.34%-7.36%-8.11%-8.32%-5.07%-7.25%-5.34%-5.79%-4.52%-7.53%-2.05%-7.06%-6.10%-5.09%-7.18%-9.83%-1.77%
199931.43%4.00%$23,020$36,2771.56%2.41%-3.43%5.34%-3.79%5.08%-0.11%1.48%14.74%-3.17%-1.28%0.51%-2.58%4.29%-2.58%8.60%0.06%4.15%-1.43%0.06%3.23%0.56%
199946.26%3.85%$24,460$37,6747.47%3.82%9.12%7.01%9.49%5.91%4.48%8.87%7.37%9.35%4.63%10.00%8.37%2.44%11.90%3.05%8.15%5.42%8.56%10.79%6.88%0.40%
199951.91%-2.39%$24,927$36,7744.22%4.13%3.82%0.36%3.87%-1.05%3.28%1.67%-5.64%2.91%5.97%3.43%2.50%-0.20%4.58%2.74%2.01%3.82%3.41%4.84%-0.23%-0.88%
199965.16%5.56%$26,212$38,8185.52%6.86%5.46%3.99%5.68%7.31%6.10%5.83%14.03%5.32%0.63%3.90%5.04%10.08%4.82%11.32%4.62%7.32%3.68%3.65%8.06%-0.50%
19997-1.19%-3.13%$25,901$37,603-0.32%-1.20%-0.65%-1.40%0.92%-2.44%0.00%-2.24%-2.38%-0.32%-2.20%-2.99%-1.16%-4.50%-1.43%0.70%-1.24%-0.82%-1.25%-1.45%-1.55%-0.39%
19998-2.63%-0.50%$25,220$37,416-4.41%-2.74%-2.08%-3.77%-1.91%-4.60%-1.89%-3.79%3.79%-4.35%-6.96%-2.08%-3.01%-2.43%-4.60%-1.10%-3.33%-3.17%-3.60%-5.64%-2.98%-0.08%
19999-0.40%-2.74%$25,121$36,3910.81%-0.12%-2.13%1.84%-2.21%2.18%-0.61%-0.14%2.12%-3.89%-3.97%-2.13%-1.63%3.62%-1.98%2.74%-2.20%-3.19%-4.32%-1.79%2.57%1.26%
1999100.64%6.33%$25,280$38,6932.67%2.04%-2.04%0.84%-0.87%2.21%-1.60%0.37%19.23%-2.41%0.09%-2.55%-1.87%4.68%-4.64%4.94%-0.98%-2.90%-0.55%-4.97%2.77%0.33%
1999115.61%2.02%$26,700$39,4768.46%8.51%4.02%9.71%9.71%4.84%4.70%5.98%20.68%2.82%6.59%0.48%1.80%9.35%3.36%16.84%2.08%5.61%-0.76%1.98%11.80%0.02%
1999127.68%5.98%$28,751$41,83616.73%16.06%3.84%14.10%11.37%2.79%9.20%11.46%27.01%5.53%3.29%0.42%2.92%14.49%2.23%21.28%3.95%3.34%-0.50%3.60%18.48%-0.48%
20001-1.89%-5.03%$28,207$39,7310.13%-0.11%-2.61%-4.96%5.95%-4.96%-3.25%-1.69%1.55%-5.02%-0.18%-4.56%-0.57%-1.70%-4.91%2.18%-3.71%-6.74%-5.21%-3.38%-2.43%-0.17%
200029.27%-1.91%$30,820$38,97320.07%21.42%3.39%10.72%23.58%4.35%12.56%16.51%19.18%0.18%0.58%-2.02%4.57%23.39%2.63%34.68%7.07%0.00%-1.96%-1.37%25.00%1.18%
200030.45%9.76%$30,960$42,777-3.54%-5.69%2.05%-1.63%-7.51%14.57%0.40%-6.69%-17.99%3.57%4.54%9.32%-0.49%-10.64%7.49%-3.00%5.67%10.68%5.46%9.06%-9.62%1.40%
20004-4.55%-3.01%$29,550$41,491-6.25%-10.61%0.80%-12.55%-12.51%0.90%-4.25%-5.96%-22.84%-2.50%-2.06%1.29%2.03%-13.54%-0.18%-13.27%0.21%-1.77%3.13%0.87%-11.57%-0.49%
20005-3.71%-2.04%$28,453$40,645-6.11%-4.90%-0.80%-8.40%-8.08%-1.51%-1.51%-5.78%-7.83%-4.87%-5.55%-1.37%-0.32%-8.85%0.65%-12.52%-4.28%-0.63%1.63%-1.50%-8.54%-0.16%
200067.13%2.49%$30,483$41,65612.31%13.67%3.74%7.78%13.68%2.68%8.00%9.29%17.98%4.47%10.39%-2.08%4.15%17.05%1.96%17.12%3.28%6.40%-0.83%0.82%16.39%2.15%
20007-1.20%-1.49%$30,117$41,035-5.19%-4.44%2.58%-2.14%-3.22%1.12%-0.79%-3.38%-8.17%-0.71%-1.20%5.09%0.21%-11.72%1.44%-4.18%1.67%4.37%2.73%0.75%-7.76%0.88%
200086.59%6.19%$32,101$43,57511.33%12.90%4.15%7.78%9.25%3.79%7.15%7.60%12.26%7.09%3.55%5.81%6.05%7.62%5.51%12.71%6.25%4.19%4.57%5.38%12.67%1.40%
20009-2.30%-5.29%$31,364$41,270-3.61%-4.23%0.60%-5.72%-2.17%3.11%-2.00%-2.98%-9.54%-4.44%-8.75%1.19%0.73%-4.44%0.54%-6.50%-1.50%-3.62%1.37%-1.10%-6.49%0.76%
200010-2.69%-0.43%$30,520$41,093-3.45%-6.49%-2.04%-3.23%-7.06%0.52%-2.04%-4.34%-12.82%-3.24%-0.88%0.63%-2.81%-7.51%-2.02%-7.27%1.86%-0.23%0.58%1.17%-7.90%0.57%
200011-7.89%-7.88%$28,112$37,856-12.07%-16.67%-2.82%-12.24%-11.10%-5.94%-7.49%-10.27%-23.85%-9.33%-12.44%1.26%-2.89%-21.11%-1.72%-21.27%-3.21%-5.05%-1.73%-3.81%-17.02%1.58%
2000127.27%0.50%$30,157$38,04710.29%10.28%8.51%9.08%1.89%8.05%10.81%8.61%5.18%6.39%5.21%6.24%8.17%9.92%9.98%6.76%8.80%9.55%10.95%8.94%9.47%1.79%
200114.40%3.55%$31,485$39,3965.09%6.74%6.25%4.65%13.80%2.92%0.25%5.25%10.21%6.10%14.12%0.17%3.13%-2.13%4.26%6.46%2.78%0.82%2.65%3.32%5.42%1.76%
20012-5.41%-9.14%$29,780$35,796-8.12%-12.90%-0.96%-13.27%-7.02%-4.85%-5.35%-6.60%-19.46%-1.77%-11.85%2.84%0.66%-14.31%-0.55%-15.04%-2.56%-2.94%1.99%-2.68%-12.36%0.91%
20013-4.98%-6.36%$28,298$33,521-7.10%-10.67%-5.11%-9.04%-4.80%-3.49%-3.66%-4.87%-12.90%-0.90%-13.51%-1.34%-1.51%-12.39%-0.60%-12.17%-3.60%-2.35%-0.34%-3.63%-10.91%0.54%
200147.22%7.77%$30,340$36,12510.09%14.77%6.55%8.52%7.31%7.84%7.24%7.76%16.08%5.55%12.43%2.21%8.94%9.15%7.03%13.29%5.50%6.29%3.80%4.68%14.92%-0.46%
200152.79%0.65%$31,188$36,3600.66%1.10%5.60%3.89%9.60%2.87%3.59%2.45%2.14%4.82%3.98%2.91%5.07%-0.91%1.81%1.01%2.92%2.19%4.11%5.51%1.02%0.73%
200162.81%-2.45%$32,065$35,4713.25%3.48%4.79%2.89%3.59%6.29%3.34%4.19%5.88%0.25%5.06%2.73%1.70%-0.70%3.51%2.90%3.90%2.39%2.72%2.17%3.23%0.52%
20017-2.30%-1.00%$31,328$35,116-4.62%-4.79%-2.22%-5.69%-2.54%-1.82%-2.28%-5.31%-8.05%-0.33%-2.96%-2.78%-1.23%-5.40%0.46%-5.05%0.58%-0.80%-1.35%-0.96%-7.93%2.23%
20018-2.66%-6.27%$30,495$32,913-3.84%-4.72%-1.39%-2.85%-2.95%-1.47%-2.70%-3.23%-6.33%-2.14%-5.22%-0.10%-2.04%-7.30%-2.56%-7.07%-1.16%-6.77%0.63%0.74%-7.40%1.11%
20019-9.98%-8.09%$27,452$30,250-14.66%-17.49%-11.78%-15.62%-12.78%-11.84%-10.29%-13.47%-16.02%-10.59%-8.59%-4.87%-7.67%-11.88%-10.60%-16.54%-10.57%-7.26%-9.47%-10.10%-17.70%0.89%
2001104.90%1.90%$28,796$30,8237.54%9.59%5.66%8.60%6.45%3.65%4.96%5.79%5.50%3.76%5.21%2.11%4.18%4.19%4.04%9.25%3.52%2.89%2.66%4.29%10.21%1.86%
2001115.73%7.65%$30,446$33,1839.11%10.75%4.40%7.46%6.74%9.24%6.46%7.75%9.84%4.62%7.89%4.22%4.01%7.44%5.49%10.04%6.09%4.67%4.95%8.18%7.10%-1.34%
2001125.17%0.87%$32,021$33,4736.69%7.26%7.17%7.65%6.72%6.64%6.77%6.05%8.25%5.01%6.11%3.13%5.85%3.24%6.62%6.04%7.07%4.67%6.22%6.69%6.13%-0.58%
20021-0.62%-1.47%$31,822$32,979-2.30%-4.46%1.35%-3.16%1.10%0.90%-0.36%-1.06%-4.07%2.66%-3.54%-0.37%2.74%-2.54%-0.15%-2.38%-0.14%1.42%-0.10%0.51%-3.96%0.69%
20022-1.66%-1.94%$31,293$32,341-3.92%-5.00%0.40%-3.19%-2.77%-5.09%-1.54%-2.70%-5.24%-0.16%-6.40%0.28%1.59%-5.58%2.36%-3.18%0.86%0.04%1.83%-0.67%-6.10%0.85%
200235.75%3.74%$33,094$33,5527.95%8.52%6.91%6.74%8.84%6.09%6.19%8.02%8.43%6.57%5.75%3.22%6.09%8.73%7.21%5.04%5.81%7.72%8.35%7.13%8.25%-1.46%
200241.02%-6.07%$33,432$31,513-1.93%-3.10%1.62%-1.64%2.43%2.22%1.29%0.92%1.15%5.94%-0.51%0.89%3.95%-3.26%3.32%-0.52%0.27%4.94%2.91%0.32%-2.19%1.69%
20025-2.43%-0.75%$32,620$31,276-4.77%-3.66%-3.18%-4.28%-2.73%-1.34%-3.48%-4.33%-3.85%-1.22%0.00%-1.50%-2.11%-4.81%-2.26%-3.67%-1.84%-2.76%-1.21%-4.63%-5.39%0.80%
20026-4.13%-7.13%$31,274$29,044-7.97%-9.47%-3.29%-6.42%-3.56%-4.71%-4.65%-4.52%-8.52%1.24%-10.29%-3.13%-1.92%-6.95%-1.75%-6.32%-3.34%-4.59%-0.86%-5.14%-6.83%0.29%
20027-10.84%-7.72%$27,885$26,802-12.85%-13.11%-12.94%-17.09%-14.48%-10.96%-12.64%-15.05%-17.09%-10.78%-10.68%-8.16%-11.78%-12.05%-13.28%-11.16%-13.05%-12.41%-9.61%-15.42%-14.94%0.48%
200280.44%0.65%$28,008$26,9770.26%0.06%0.75%-0.27%-0.57%-1.52%0.56%-0.25%-0.38%0.40%1.93%-1.11%-0.36%-0.08%0.62%-0.39%1.63%-1.56%2.28%3.21%-0.44%1.66%
20029-5.28%-10.87%$26,529$24,043-6.69%-7.02%-5.81%-7.85%-6.74%-7.07%-6.15%-7.20%-4.11%-6.02%-5.98%-6.12%-5.63%-7.38%-7.03%-7.10%-7.54%-6.07%-4.06%-7.73%-6.77%1.53%
2002102.55%8.78%$27,204$26,1554.13%6.76%2.06%2.94%2.57%3.55%3.55%3.21%3.40%-1.11%2.60%0.76%1.97%5.02%2.68%5.66%1.68%2.55%1.81%5.31%4.05%-0.61%
2002115.40%5.88%$28,674$27,6928.95%8.92%6.67%8.85%8.36%8.20%7.57%8.88%6.58%1.30%5.47%3.56%6.28%5.77%5.13%7.36%5.01%5.50%2.74%5.82%6.41%0.02%
200212-3.07%-5.89%$27,795$26,060-6.37%-6.21%-2.49%-6.38%-4.29%-7.82%-3.80%-5.59%-4.96%-0.91%-3.09%0.02%-1.10%-4.83%-1.57%-6.48%-1.90%-3.43%0.09%-5.84%-6.45%2.07%
20031-2.18%-2.62%$27,189$25,376-2.86%-2.29%-2.58%-3.45%-2.23%-3.96%-3.40%-2.75%-3.16%-1.65%-3.84%-1.69%-3.51%-0.16%-2.63%-2.53%-2.60%-2.26%-2.10%-2.42%-1.95%0.05%
20032-1.74%-1.52%$26,715$24,991-2.85%-1.97%-2.80%-2.61%-2.88%-0.63%-2.02%-3.02%-4.81%-0.80%-2.16%0.32%-2.65%-1.31%-2.49%-2.60%-2.16%-3.11%-2.25%-2.70%-2.70%1.38%
200331.17%0.96%$27,028$25,2301.35%2.77%-0.16%2.88%1.11%2.69%0.54%1.22%3.66%1.43%2.89%3.85%2.04%0.58%0.23%1.54%0.29%-0.34%-0.26%0.00%1.08%-0.13%
200347.11%8.25%$28,949$27,3128.73%9.05%8.19%8.11%9.28%9.72%7.33%9.36%9.45%7.56%8.93%4.53%8.37%7.11%7.91%8.58%8.21%8.80%6.55%7.58%9.06%0.87%
200357.34%5.26%$31,073$28,75010.72%9.93%8.46%9.11%11.51%9.39%7.01%9.54%11.11%6.21%6.38%5.02%6.36%5.86%8.06%9.30%6.25%5.80%7.52%8.72%12.24%1.82%
200361.95%1.26%$31,678$29,1121.66%3.88%2.19%2.86%4.51%0.78%1.49%2.01%4.28%1.92%2.00%2.06%2.02%2.70%2.43%3.15%2.11%3.07%0.73%1.09%1.66%-0.13%
200374.08%1.74%$32,970$29,6205.28%5.65%5.09%6.92%7.38%3.96%4.49%5.36%7.92%6.19%5.32%2.39%4.08%6.25%4.05%4.18%3.84%7.32%3.13%6.98%7.38%-3.34%
200383.90%1.93%$34,255$30,1925.21%4.74%4.84%5.43%4.73%6.74%4.09%4.83%4.90%1.85%2.86%4.13%3.22%5.61%3.96%6.62%3.79%5.10%2.60%3.20%5.53%0.61%
20039-1.17%-1.07%$33,854$29,869-1.59%-3.68%-1.34%-2.61%0.09%-3.15%-3.51%-1.64%-1.75%1.82%-1.55%-2.24%-0.75%-2.34%-1.38%-1.73%-2.51%-1.79%-1.93%-2.13%-3.21%2.71%
2003106.95%5.64%$36,206$31,5548.84%8.89%6.53%9.06%8.94%10.43%6.75%8.11%10.76%11.52%6.36%7.84%6.60%9.33%6.80%8.90%8.29%9.61%5.95%6.93%8.73%-0.96%
2003112.84%0.86%$37,236$31,8262.77%3.77%4.39%1.33%4.30%4.15%3.71%3.77%2.11%4.31%4.26%3.35%3.31%2.55%1.97%3.23%2.91%4.02%2.77%3.96%2.33%0.27%
2003121.88%5.22%$37,934$33,4881.08%1.14%2.39%-1.64%2.77%0.94%2.69%2.40%2.17%4.15%3.14%3.65%3.07%0.40%2.46%-0.46%2.40%1.73%5.04%3.01%0.55%0.88%
200413.11%1.82%$39,114$34,0983.57%4.31%3.38%2.67%5.78%4.72%2.54%3.94%2.59%5.42%5.34%2.26%3.06%5.70%1.55%3.61%2.28%1.54%1.72%3.85%3.83%0.86%
200421.41%1.38%$39,665$34,5671.15%1.89%0.98%-1.17%0.50%1.13%1.39%1.36%0.90%1.24%1.91%1.37%1.85%1.85%3.23%0.36%1.94%2.93%3.03%1.53%1.65%1.03%
200430.84%-1.51%$40,000$34,0440.25%1.29%2.48%0.53%0.14%-0.11%0.76%1.18%0.00%2.51%0.16%1.43%1.75%-0.11%1.13%0.62%1.66%0.81%1.30%-0.73%0.81%0.80%
20044-3.33%-1.58%$38,668$33,507-4.93%-2.62%-3.16%-5.10%-4.09%-2.72%-3.04%-4.77%-2.93%-7.56%-1.12%1.41%-2.80%-4.12%-3.80%-1.95%-3.46%-2.95%-3.64%-3.87%-5.36%-2.61%
200451.28%1.36%$39,164$33,9622.27%1.42%1.20%2.13%0.00%0.91%1.48%1.92%3.27%3.06%-0.16%2.34%1.31%2.62%1.49%1.89%0.78%-0.22%1.22%1.68%2.64%-0.43%
200463.20%1.93%$40,416$34,6182.84%0.95%3.22%3.37%4.41%3.15%3.99%4.06%1.45%4.57%2.76%6.29%5.01%2.34%4.06%3.63%4.45%4.94%5.40%3.86%2.19%0.56%
20047-5.00%-3.31%$38,393$33,471-7.69%-6.87%-4.47%-10.11%-7.47%-6.61%-5.27%-5.88%-9.68%-2.79%-6.00%-6.38%-3.36%-7.86%-4.86%-6.92%-4.15%-3.94%-3.58%-5.31%-7.98%0.96%
20048-0.95%0.38%$38,028$33,600-2.12%-2.22%-0.65%-3.34%-1.52%-0.51%-1.37%-0.35%-3.50%-1.29%-2.69%-2.44%-0.19%-4.50%0.24%-3.03%1.43%0.57%0.63%-0.01%-3.86%1.94%
200494.26%1.07%$39,647$33,9584.95%5.36%6.36%6.98%5.01%3.59%5.39%4.21%7.48%6.26%3.68%4.86%4.95%5.50%3.53%7.38%3.62%3.26%3.95%2.56%5.76%0.16%
2004101.83%1.51%$40,374$34,4722.57%2.31%0.41%2.11%1.84%1.85%2.47%2.23%4.92%0.00%0.55%2.04%1.92%2.86%1.60%3.35%0.97%2.02%2.02%1.25%2.84%0.85%
2004116.13%4.05%$42,850$35,8676.82%6.85%7.80%6.67%8.97%5.13%7.34%7.57%7.37%10.82%5.41%8.05%8.03%8.57%7.74%6.14%6.84%7.03%8.52%7.73%5.07%-0.81%
2004122.89%3.39%$44,089$37,0844.28%4.73%1.68%2.45%4.58%3.70%2.32%3.62%5.82%2.14%3.93%1.87%2.10%3.84%3.68%3.47%4.04%2.34%1.39%2.43%3.65%0.92%
20051-2.52%-2.45%$42,976$36,174-2.96%-2.09%-2.56%-3.96%-4.10%-4.03%-3.83%-3.58%-3.99%-0.33%-3.01%-2.08%-2.58%-3.75%-3.49%-1.76%-3.26%-2.95%-1.96%-3.72%-4.80%0.65%
200521.86%2.09%$43,774$36,9322.05%2.03%3.64%1.96%0.83%0.45%2.65%2.09%1.19%3.70%1.58%2.79%2.36%2.46%2.29%3.01%2.10%0.79%4.55%4.08%1.63%-0.63%
20053-2.03%-1.76%$42,885$36,281-2.21%-1.99%-1.66%-3.92%-3.23%-1.62%-2.16%-2.26%-2.67%-2.50%-0.88%-1.55%-2.47%-2.20%-2.21%-2.92%-1.44%-3.65%-1.39%-2.22%-3.21%-0.49%
20054-4.26%-1.91%$41,058$35,588-5.21%-5.52%-5.36%-5.01%-6.22%-4.64%-5.24%-4.61%-5.49%-5.40%-4.13%-4.52%-5.22%-5.07%-5.73%-4.40%-4.92%-8.26%-4.18%-5.80%-5.35%1.35%
200555.25%3.17%$43,215$36,7156.68%7.73%5.04%7.04%6.03%4.87%5.49%6.17%4.24%6.52%6.38%4.95%5.08%7.49%6.44%7.24%4.47%6.17%4.12%5.35%8.35%1.05%
200563.05%0.13%$44,532$36,7622.64%3.57%3.90%4.08%4.52%1.27%2.54%3.52%5.28%5.31%2.87%0.52%3.94%5.07%3.99%4.53%3.69%2.54%4.23%2.57%2.72%0.55%
200574.84%3.71%$46,686$38,1246.26%6.16%5.19%7.83%7.63%4.39%5.78%6.25%4.94%6.32%4.48%4.69%6.18%7.45%5.14%5.25%5.89%5.39%4.92%5.75%7.29%-0.99%
20058-0.89%-0.91%$46,269$37,776-1.49%-1.25%-0.55%-0.41%-1.39%-3.11%-0.87%-1.67%-1.44%-2.37%-1.19%-1.06%-0.92%-0.44%-1.47%-2.24%-1.73%-1.90%0.64%-1.43%-0.80%1.36%
200590.49%0.79%$46,497$38,0760.71%0.79%1.10%2.06%0.61%-0.86%1.15%0.71%-0.22%1.49%-0.10%0.63%1.85%3.17%-0.50%0.30%0.77%0.12%1.58%0.44%0.47%-1.10%
200510-2.55%-1.68%$45,313$37,437-2.96%-3.36%-2.55%-3.69%-2.81%-1.39%-1.95%-3.23%-4.18%-3.42%-2.51%-2.50%-1.84%-2.72%-2.41%-1.70%-2.48%-3.33%-3.30%-3.74%-3.88%-0.81%
2005114.15%3.76%$47,192$38,8465.70%5.91%5.41%5.54%4.53%4.86%5.19%4.61%3.80%3.49%4.91%5.32%3.41%6.00%3.93%6.01%3.74%4.26%2.39%4.90%6.82%0.48%
2005120.07%0.02%$47,224$38,8550.55%0.25%0.95%0.86%0.18%0.73%0.13%-0.06%0.88%-1.29%-0.26%-1.14%-0.69%-0.67%-0.09%0.30%-0.07%-0.83%-0.77%-1.07%0.07%0.99%
200616.78%2.65%$50,427$39,8837.64%6.58%8.35%10.41%9.14%4.89%6.83%7.85%9.33%6.94%4.73%10.73%8.64%9.59%7.09%7.07%8.14%7.62%7.37%8.57%10.47%-0.11%
200620.10%0.26%$50,478$39,988-0.46%0.98%-1.80%-0.52%0.25%1.28%0.06%-0.16%2.15%-1.52%0.45%-2.62%0.55%-0.39%0.57%0.44%0.33%3.55%-1.32%-0.60%-0.12%0.37%
200633.56%1.23%$52,274$40,4804.01%3.75%5.23%5.59%4.55%3.84%3.99%4.20%4.13%3.91%4.55%4.27%5.11%4.60%4.69%4.69%4.03%5.42%3.21%5.05%2.77%-1.00%
200640.38%1.33%$52,470$41,0190.13%-0.40%0.66%1.28%-0.41%1.14%0.11%0.03%0.32%1.19%-1.13%1.40%0.14%1.18%2.25%0.34%0.42%-0.37%1.35%-0.92%1.32%-0.21%
20065-4.43%-2.90%$50,145$39,831-6.20%-6.32%-4.53%-6.88%-5.89%-4.95%-4.22%-4.94%-7.45%-4.60%-4.88%-3.82%-4.88%-5.30%-4.02%-7.22%-3.22%-4.34%-3.52%-5.03%-6.91%-0.09%
20066-0.40%0.13%$49,943$39,882-0.60%-2.30%-1.38%-0.57%-0.89%-0.62%-0.77%0.20%-1.03%0.10%-1.96%0.12%0.74%0.42%-0.77%-1.78%0.29%-0.54%2.04%0.00%-1.03%0.10%
20067-3.07%0.61%$48,411$40,124-4.90%-4.33%-3.15%-6.90%-3.45%-1.25%-2.80%-3.31%-6.02%-3.38%-1.85%-3.91%-4.55%-4.11%-3.37%-6.85%-3.21%-2.86%-1.29%-4.14%-5.16%1.35%
200682.05%2.36%$49,403$41,0721.83%2.62%2.71%-0.17%2.78%2.92%1.63%2.27%4.40%0.58%0.94%2.15%1.75%1.36%2.52%2.12%1.90%2.71%2.59%2.31%2.59%1.64%
200691.13%2.56%$49,963$42,1251.57%1.17%0.09%0.28%0.56%3.01%1.20%0.86%2.61%2.00%1.09%0.82%0.58%0.75%0.99%2.71%1.35%2.80%-0.79%1.58%-0.25%0.81%
2006104.21%3.25%$52,067$43,4944.42%3.80%5.18%6.45%5.45%2.90%4.41%5.20%7.98%4.34%2.66%2.21%4.91%8.01%4.82%7.38%3.68%3.41%4.30%5.05%4.81%0.72%
2006112.71%1.89%$53,475$44,3162.75%2.25%3.09%4.27%2.25%2.75%2.07%3.10%5.57%2.68%1.60%1.65%2.81%3.45%3.24%3.25%2.89%2.09%4.24%4.57%2.18%1.11%
2006120.06%1.39%$53,509$44,932-0.11%0.08%0.19%-0.06%1.61%-0.73%0.09%0.01%0.76%0.69%0.42%-0.71%0.12%-0.18%0.29%0.33%0.85%0.00%-0.12%0.29%-0.53%-0.48%
200711.82%1.49%$54,481$45,6033.19%2.94%1.64%3.63%1.15%4.10%1.64%2.39%2.95%0.81%1.58%0.06%2.55%2.43%3.13%2.55%2.42%1.89%2.64%-0.28%1.78%-0.08%
200720.24%-1.97%$54,612$44,705-0.25%-0.12%0.51%-0.40%-0.50%0.32%0.43%-0.12%0.70%-2.00%-0.35%0.00%0.21%1.00%0.03%-1.76%0.44%-0.03%-0.03%1.81%0.47%1.50%
200731.09%1.11%$55,207$45,2020.79%0.84%1.27%1.38%1.02%1.10%0.52%1.22%0.97%2.13%0.45%3.38%0.99%0.95%1.52%1.19%1.58%2.09%2.15%0.48%0.81%0.02%
200742.24%4.42%$56,441$47,1993.39%2.00%3.01%5.41%1.50%1.47%1.59%2.67%2.86%1.57%2.26%3.96%2.03%3.27%1.77%1.69%2.17%1.82%3.82%2.38%2.71%0.51%
200753.59%3.48%$58,467$48,8404.67%4.57%4.30%5.18%3.15%3.26%4.46%4.41%4.37%4.02%5.00%5.36%3.57%4.50%4.83%4.06%4.85%4.55%3.76%3.85%4.83%-0.78%
20076-0.78%-1.68%$58,013$48,022-1.41%-1.26%-1.01%2.46%-0.33%-1.54%-1.45%-1.60%2.37%-3.01%-0.47%-0.84%-1.22%0.00%-0.76%-1.81%-1.52%0.09%-1.18%-2.17%-1.07%-0.39%
20077-3.85%-3.08%$55,782$46,540-4.84%-3.23%-5.11%0.00%-6.51%-3.51%-5.47%-5.76%-3.63%-9.83%-3.33%-4.02%-5.62%-3.22%-5.62%-2.74%-5.66%-6.72%-3.84%-6.40%-3.09%0.84%
200781.37%1.50%$56,544$47,2381.02%2.32%0.33%2.81%1.16%-0.10%1.99%1.34%-0.65%-0.41%2.72%0.33%1.09%2.77%2.46%1.18%2.33%1.58%1.39%1.01%2.12%1.34%
200792.34%3.72%$57,869$48,9972.92%3.41%1.98%6.82%1.48%3.86%1.13%2.15%5.64%-0.88%2.31%3.79%1.08%4.46%1.03%4.07%2.20%1.14%1.68%0.96%3.99%0.72%
2007102.83%1.58%$59,506$49,7702.58%1.27%2.43%8.17%1.70%3.41%2.01%2.62%8.81%-0.89%5.72%4.97%2.42%6.52%2.23%3.00%1.53%0.75%2.86%0.07%4.21%0.93%
200711-5.01%-4.19%$56,523$47,687-5.96%-6.10%-6.32%-5.52%-8.42%-4.29%-7.12%-6.79%-7.49%-8.20%-3.19%-4.03%-6.24%-5.73%-7.28%-6.24%-5.65%-7.74%-6.22%-5.60%-6.81%1.91%
200712-0.43%-0.70%$56,281$47,353-0.55%-0.07%0.24%1.81%-0.06%-2.34%-0.88%-0.72%-0.64%-1.00%-1.59%0.16%-0.47%-0.30%0.66%-1.66%-0.72%-1.96%-0.16%-2.14%1.03%0.22%
20081-6.49%-6.02%$52,631$44,504-8.99%-8.00%-6.28%-14.35%-7.65%-6.47%-6.68%-6.23%-12.16%-6.09%-5.93%-10.60%-4.84%-10.50%-6.40%-8.92%-7.23%-7.76%-3.15%-6.39%-11.85%1.69%
20082-2.69%-3.25%$51,216$43,057-2.50%-3.99%-0.79%-6.41%-3.14%-3.09%-4.48%-2.65%-6.57%-3.59%-4.13%-1.46%-1.05%-5.23%-2.58%-3.26%-2.76%-1.61%-0.84%-3.87%-3.10%0.19%
20083-0.50%-0.44%$50,961$42,868-1.12%-0.89%0.80%-2.47%0.31%-1.87%0.07%-0.50%-3.69%-0.88%-0.83%-1.74%1.36%-2.12%1.19%0.09%0.54%-0.65%0.37%-0.38%-1.00%0.30%
200844.01%4.85%$53,002$44,9485.22%6.66%3.65%7.22%2.07%6.35%4.94%5.48%3.89%2.29%5.07%4.45%3.30%4.81%4.88%4.84%4.25%3.39%5.13%5.49%6.72%-0.30%
200853.57%1.29%$54,896$45,5295.19%4.00%4.38%5.61%3.98%2.63%4.01%5.16%2.84%2.88%3.98%5.20%5.25%5.09%5.34%1.73%4.21%5.37%4.49%3.93%5.94%-0.79%
20086-6.19%-8.44%$51,501$41,688-6.99%-8.13%-6.20%-5.81%-9.05%-8.25%-7.60%-8.90%-8.23%-8.83%-6.58%-3.99%-6.79%-7.84%-8.32%-7.70%-8.33%-6.31%-7.65%-7.38%-3.93%-0.01%
200870.64%-0.83%$51,830$41,341-0.31%2.17%0.29%-1.25%4.48%3.10%1.79%1.67%-1.58%4.23%1.20%-2.05%2.59%-1.62%-0.65%-2.90%2.70%2.35%-0.23%0.38%-0.53%0.00%
200882.40%1.45%$53,072$41,9391.93%1.55%2.71%-0.96%3.38%3.44%3.41%3.13%2.20%3.61%2.27%0.82%2.61%3.44%6.29%0.00%3.02%4.05%3.23%4.82%1.64%0.70%
20089-8.07%-8.91%$48,791$38,204-12.06%-10.66%-9.91%-9.83%-7.37%-8.07%-7.61%-9.41%-12.71%-8.68%-6.33%-11.94%-6.48%-13.64%-7.73%-10.31%-6.50%-6.71%-7.30%-8.75%-13.22%-1.10%
200810-17.86%-16.79%$40,076$31,788-20.74%-21.56%-22.20%-21.74%-20.71%-17.21%-20.83%-21.56%-24.24%-19.41%-20.10%-17.92%-18.83%-22.68%-22.74%-18.55%-19.64%-21.16%-17.97%-18.48%-23.62%-2.53%
200811-8.44%-7.17%$36,693$29,508-10.58%-11.02%-9.96%-14.02%-12.84%-7.44%-9.17%-11.45%-10.80%-12.38%-7.75%-10.17%-11.06%-10.88%-12.69%-8.91%-9.45%-11.36%-7.17%-11.27%-11.67%3.64%
2008124.72%1.07%$38,423$29,8224.20%6.06%5.48%6.10%5.66%4.09%5.93%5.58%5.64%5.88%6.93%2.13%3.86%4.64%5.65%3.67%4.86%5.68%3.82%3.69%4.64%3.32%
20091-7.24%-8.41%$35,640$27,314-6.53%-5.06%-9.37%-4.05%-11.91%-5.98%-8.91%-10.25%-5.55%-12.86%-8.69%-8.25%-9.96%-4.66%-12.34%-9.83%-9.06%-11.78%-8.04%-7.38%-5.94%-0.70%
20092-8.17%-10.66%$32,729$24,403-8.63%-8.17%-10.65%-6.88%-13.11%-5.26%-9.22%-11.96%-7.16%-13.77%-7.23%-6.51%-12.29%-6.80%-13.83%-7.12%-10.22%-12.12%-11.69%-9.53%-8.02%-0.42%
200937.83%8.76%$35,291$26,5408.22%10.19%8.72%9.49%9.58%8.69%9.42%9.48%10.88%11.22%9.41%4.31%7.06%10.63%9.17%14.55%8.67%6.10%6.19%9.43%6.43%1.48%
2009413.47%9.56%$40,044$29,07713.43%12.23%18.00%15.03%17.39%12.20%15.80%18.25%15.85%24.71%11.77%16.21%16.16%10.94%21.39%15.85%13.18%18.39%12.30%19.54%12.79%0.36%
200953.76%5.62%$41,549$30,7113.17%3.96%4.16%4.44%3.43%2.06%3.13%3.74%4.93%8.61%2.08%3.46%4.29%4.54%4.65%5.54%2.57%5.38%5.19%4.81%5.63%0.85%
200961.66%0.22%$42,241$30,7782.37%3.06%0.00%3.53%2.76%0.36%1.42%1.16%5.54%2.10%3.87%-3.26%0.66%4.14%0.90%2.23%0.76%2.98%-0.69%2.41%2.84%0.54%
200976.91%7.58%$45,162$33,1118.36%8.71%10.12%4.42%9.82%6.85%9.16%9.68%5.85%10.66%4.44%4.10%9.00%7.19%9.94%7.10%9.60%9.29%6.95%7.61%6.68%1.43%
200982.34%3.60%$46,218$34,3022.16%2.06%3.14%0.82%2.73%0.74%3.38%4.46%1.86%6.26%0.31%0.26%3.14%1.39%4.52%2.04%3.48%2.46%3.34%3.75%1.72%1.01%
200995.68%3.72%$48,845$35,5776.25%6.84%6.45%8.54%5.76%6.46%6.67%6.34%7.86%4.46%5.74%6.72%4.11%7.32%5.52%8.70%5.30%6.64%5.03%6.52%8.78%1.19%
200910-4.29%-1.87%$46,748$34,913-5.67%-5.21%-4.63%-7.32%-7.27%-1.88%-6.06%-6.64%-5.08%-3.12%-3.01%-5.72%-5.15%-6.12%-5.33%-6.62%-5.66%-5.24%-2.65%-2.45%-6.72%0.41%
2009113.29%5.98%$48,286$37,0013.36%4.20%3.00%5.27%1.78%4.08%3.97%3.33%5.17%3.07%1.58%3.82%2.90%3.81%2.28%6.60%3.08%2.74%4.13%3.76%4.32%1.36%
2009125.74%1.95%$51,057$37,7217.26%6.38%6.03%8.41%8.69%4.59%7.46%7.88%6.69%4.96%6.35%6.60%7.72%7.84%8.34%4.31%6.91%8.53%4.56%9.77%8.73%-1.68%
20101-3.06%-3.60%$49,496$36,362-3.87%-3.24%-4.02%-5.19%-2.94%-4.50%-3.75%-3.35%-4.63%-2.83%-2.70%-5.33%-2.65%-4.10%-2.18%-6.19%-3.74%-4.04%-3.14%-4.83%-4.15%1.57%
201023.56%3.09%$51,258$37,4864.34%4.53%4.52%3.45%4.39%4.80%4.74%4.97%3.45%4.04%5.09%3.06%3.80%5.38%3.47%2.11%3.45%4.66%5.37%3.65%3.98%0.20%
201036.40%6.01%$54,540$39,7408.20%8.31%6.22%10.33%8.08%6.11%8.73%8.08%9.50%6.69%6.77%6.10%6.65%8.24%7.80%6.56%6.01%7.77%6.55%6.44%9.33%-0.08%
201044.03%1.58%$56,741$40,3673.91%4.00%5.06%2.55%7.27%5.10%5.22%5.54%1.81%2.63%3.20%4.16%6.48%3.65%6.22%2.55%5.09%6.45%3.91%5.81%5.16%1.06%
20105-5.70%-8.01%$53,505$37,136-7.03%-6.45%-6.71%-5.60%-7.42%-5.74%-6.89%-7.80%-5.91%-7.88%-6.00%-6.10%-7.48%-7.59%-9.10%-6.09%-7.50%-6.82%-6.35%-6.79%-6.89%0.87%
20106-5.00%-5.24%$50,828$35,190-6.73%-6.42%-6.69%-4.90%-7.24%-5.12%-6.91%-7.57%-5.01%-5.99%-3.88%-6.66%-6.55%-6.01%-8.27%-4.84%-6.69%-7.42%-3.98%-6.06%-6.65%1.61%
201075.42%7.00%$53,585$37,6526.76%6.86%5.86%6.24%7.14%6.72%7.54%7.16%2.48%8.95%4.09%5.56%6.32%3.85%6.61%6.05%7.13%7.03%5.64%6.62%5.91%0.94%
20108-4.79%-4.53%$51,017$35,947-5.97%-4.95%-6.46%-4.18%-7.98%-4.42%-6.22%-6.61%-4.28%-5.08%-4.41%-7.78%-7.36%-5.20%-8.36%-3.44%-5.92%-8.72%-3.96%-5.31%-7.29%1.48%
2010910.30%8.92%$56,274$39,15312.94%12.74%11.62%14.41%12.16%12.56%11.93%11.98%12.47%11.36%12.56%11.75%10.66%13.59%11.72%12.18%11.04%14.66%8.56%9.75%13.95%-0.01%
2010103.56%3.79%$58,275$40,6363.92%4.21%3.63%5.25%4.34%4.39%4.47%4.08%4.91%3.16%3.80%4.95%3.89%3.16%4.03%3.43%3.14%3.92%3.32%4.40%6.12%0.36%
2010112.94%0.00%$59,987$40,6363.18%4.99%3.60%5.30%4.24%2.61%4.28%3.07%4.39%1.40%4.47%4.07%3.68%2.79%3.28%4.28%3.89%2.36%2.46%2.48%3.85%-0.57%
2010126.24%6.67%$63,734$43,3477.19%7.79%7.09%6.18%8.19%7.00%7.80%7.72%6.87%7.74%6.45%7.61%7.53%7.30%8.29%9.76%8.93%9.53%5.81%7.23%6.54%-1.15%
201110.41%2.36%$63,995$44,3681.11%0.93%1.03%0.47%-1.09%1.91%0.76%0.86%0.98%0.24%1.01%0.13%-0.39%0.00%-0.03%-1.76%0.90%-0.50%1.27%1.72%0.31%0.08%
201124.06%3.42%$66,594$45,8845.43%5.15%5.10%6.59%5.87%2.77%4.76%5.34%2.79%2.93%3.58%6.22%5.22%6.33%4.23%5.17%4.17%5.41%4.89%3.92%3.87%0.16%
201132.54%0.03%$68,288$45,8962.53%3.88%2.75%2.94%3.25%1.41%3.38%2.42%4.86%2.39%3.59%4.39%2.80%3.29%1.48%2.66%2.79%4.81%2.21%2.41%2.60%-0.01%
201142.76%2.95%$70,169$47,2493.22%3.63%2.28%5.20%1.68%2.26%2.93%2.94%5.10%2.22%2.91%2.80%1.54%4.60%2.44%3.33%2.19%3.02%2.28%2.41%4.21%1.32%
20115-1.28%-1.15%$69,273$46,708-0.95%-1.20%-2.23%-3.28%-1.92%-0.37%-1.42%-2.03%-1.84%0.33%-0.82%-2.05%-2.10%-2.47%-1.62%-2.96%-1.16%-2.34%-1.84%-1.92%-2.20%1.30%
20116-1.57%-1.67%$68,184$45,927-1.90%-0.79%-1.81%-0.25%-2.16%-1.33%-1.94%-1.99%-0.92%-2.71%-1.41%-2.09%-1.68%-2.76%-2.17%-3.92%-2.03%-1.37%-1.20%-2.34%-0.66%-0.39%
20117-2.65%-2.05%$66,374$44,987-4.20%-3.31%-3.69%-3.02%-2.69%-5.44%-3.29%-3.72%-2.81%-4.01%-3.48%-2.84%-2.63%-5.44%-3.42%-2.00%-3.16%-0.96%-2.08%-4.60%-4.58%1.58%
20118-6.57%-5.45%$62,016$42,536-8.74%-6.07%-7.24%-9.95%-8.93%-4.20%-8.63%-8.31%-7.62%-5.92%-6.35%-9.33%-7.10%-10.02%-8.96%-5.29%-8.57%-8.49%-4.63%-11.26%-12.08%1.46%
20119-8.93%-7.04%$56,480$39,541-9.70%-8.02%-11.66%-9.37%-10.58%-9.20%-10.84%-11.00%-8.78%-11.23%-8.40%-13.11%-10.26%-9.16%-11.34%-12.87%-11.20%-12.85%-9.89%-12.61%-11.77%0.89%
20111012.61%10.91%$63,601$43,85615.72%13.69%15.13%12.78%15.43%14.50%16.03%15.26%12.57%14.95%13.08%15.17%15.44%14.86%16.44%12.55%14.80%17.62%12.45%15.66%16.78%0.16%
201111-0.12%-0.23%$63,523$43,754-1.33%0.59%-0.79%0.99%-0.60%1.29%0.64%-0.41%-0.32%-1.15%-0.09%-0.07%0.34%0.35%-0.38%-0.61%1.05%-0.83%0.10%-0.91%0.22%-0.30%
2011120.01%1.02%$63,529$44,199-0.71%-0.33%-0.76%-2.48%0.86%-0.78%0.02%0.22%-0.19%1.29%-0.67%-0.47%0.37%-0.26%0.95%-1.69%0.94%0.42%0.50%0.15%-1.09%1.08%
201215.77%4.46%$67,197$46,1727.07%7.64%7.06%4.48%6.96%6.13%7.07%6.95%6.52%5.86%5.60%7.50%6.58%6.99%7.52%7.99%6.12%6.41%4.25%7.02%7.66%0.87%
201222.80%4.31%$69,076$48,1614.61%4.64%3.13%4.34%1.91%2.81%3.62%3.19%3.78%3.08%3.53%4.02%1.74%3.92%2.86%2.78%2.49%2.54%2.73%3.32%4.20%-0.05%
201231.73%3.28%$70,270$49,7411.89%2.98%1.52%2.89%2.98%3.41%2.28%2.30%2.93%2.44%2.49%0.91%2.09%1.22%2.87%1.00%3.27%2.07%-0.10%1.91%1.52%-0.58%
20124-0.48%-0.64%$69,934$49,423-0.97%-0.19%-1.82%-0.73%-1.42%-0.11%-0.39%-0.93%1.31%-1.41%-1.24%0.90%-0.21%-0.57%-1.52%-1.83%-1.19%-1.51%0.32%-0.45%-2.08%1.14%
20125-5.76%-6.02%$65,905$46,449-7.51%-5.90%-7.52%-7.27%-6.97%-5.78%-5.52%-6.78%-6.22%-7.29%-7.35%-9.14%-6.14%-7.55%-6.90%-4.60%-6.69%-8.02%-7.69%-6.56%-8.45%0.95%
201262.97%4.11%$67,865$48,3572.41%2.63%2.19%5.72%5.12%1.92%3.45%4.51%3.76%2.48%3.64%3.33%3.69%3.44%3.27%5.50%2.62%4.73%2.73%2.18%4.00%0.04%
20127-0.70%1.37%$67,387$49,020-1.63%-1.15%-0.80%-0.98%-0.91%-3.53%-0.70%-0.82%-1.30%-1.62%-2.21%-0.32%-0.49%-0.61%-1.46%-1.31%0.65%-2.76%1.01%-1.26%-0.31%1.39%
201282.70%2.24%$69,209$50,1183.83%3.79%3.60%3.34%3.12%4.03%3.35%3.47%2.22%3.17%4.10%4.44%2.63%2.88%3.01%2.25%2.04%3.75%1.93%2.56%3.18%0.03%
201292.23%2.58%$70,755$51,4092.27%2.11%2.43%3.14%4.19%1.84%2.29%2.73%2.39%2.39%2.21%0.91%2.72%1.71%2.88%4.83%2.17%4.19%2.84%2.89%1.67%0.11%
201210-1.54%-1.86%$69,663$50,453-2.32%-3.80%-0.42%-4.73%-2.05%-1.56%-2.15%-1.46%-2.10%-1.39%-1.60%-0.72%0.10%-2.20%-1.40%-5.42%-0.48%0.16%-0.16%-1.14%-3.72%0.11%
2012111.04%0.56%$70,388$50,7352.54%1.54%1.45%-0.85%0.94%2.63%1.16%1.16%0.34%2.42%0.18%2.97%0.39%1.16%1.14%-0.07%0.72%1.31%1.02%1.38%1.50%0.19%
2012122.35%0.90%$72,045$51,1932.58%1.57%3.60%1.43%3.80%0.47%2.81%3.07%2.86%2.42%1.45%3.10%3.90%2.18%4.23%5.75%4.07%2.46%1.92%3.22%2.03%-0.20%
201315.10%5.18%$75,720$53,8436.80%6.99%6.00%5.57%5.68%6.18%6.02%6.35%6.39%6.10%4.89%6.13%6.00%6.55%5.96%6.64%5.29%4.96%6.95%5.64%7.57%-0.71%
201321.26%1.34%$76,674$54,5640.68%1.94%0.98%1.71%1.10%0.71%2.11%1.33%0.02%0.76%1.63%2.59%0.84%0.84%1.26%2.65%2.05%2.07%1.12%1.71%0.97%0.54%
201333.76%3.74%$79,557$56,6044.70%3.98%2.92%5.70%4.87%2.99%3.94%4.69%4.43%5.20%4.41%5.53%3.77%3.99%3.83%4.58%4.15%5.32%3.92%4.13%5.55%0.08%
20134-0.28%1.91%$79,333$57,6840.56%1.17%-1.50%-0.84%-0.79%-0.66%-0.39%0.14%1.77%0.29%-2.35%-0.10%-0.62%-1.39%-1.65%1.30%0.00%-1.20%-0.95%-0.94%-2.17%0.91%
201353.34%2.33%$81,981$59,0274.88%4.10%4.57%7.76%5.18%1.95%3.46%3.61%2.98%4.07%4.19%4.54%2.69%3.85%3.93%5.60%3.00%5.26%3.21%4.41%5.55%-1.71%
20136-0.32%-1.35%$81,715$58,230-0.54%0.45%-1.69%2.94%0.46%-0.14%-0.20%-0.99%0.27%0.09%1.55%-1.86%-0.99%0.22%-0.53%1.04%-0.55%0.52%-1.95%-0.98%0.97%-1.65%
201375.49%5.07%$86,201$61,1837.29%7.39%6.39%7.76%7.41%4.58%6.30%6.66%5.23%6.71%6.07%5.69%5.56%7.44%7.39%6.57%5.54%4.41%5.99%7.03%7.50%0.20%
20138-1.87%-2.91%$84,588$59,402-1.75%0.05%-2.56%0.67%-3.48%-2.63%-2.39%-3.17%-0.30%-4.09%-1.44%-2.03%-3.52%-1.78%-3.43%-0.49%-3.16%-1.86%-2.07%-2.20%-2.25%-0.64%
201395.41%3.12%$89,163$61,2565.96%6.41%6.77%9.49%7.05%5.03%5.58%5.69%6.66%5.30%4.94%5.55%5.97%5.92%6.46%9.36%6.22%6.61%4.17%4.57%6.38%0.96%
2013102.31%4.59%$91,225$64,0662.99%1.32%3.31%0.81%3.48%1.92%3.01%3.27%0.49%3.15%3.61%1.47%3.88%0.90%3.39%2.34%3.87%2.03%3.78%2.18%3.02%0.78%
2013112.80%3.03%$93,778$66,0062.88%4.10%3.61%2.44%5.55%2.64%3.13%2.71%4.26%4.09%2.29%3.47%3.78%2.20%2.98%5.69%3.01%3.27%1.96%2.02%4.38%-0.35%
2013122.04%2.51%$95,689$67,6653.29%3.06%2.33%2.63%1.89%3.13%2.21%2.57%3.53%1.35%1.81%1.40%1.79%1.57%2.25%4.55%2.09%1.58%2.46%3.86%3.38%-0.65%
20141-2.21%-3.47%$93,573$65,318-2.63%-0.63%-4.41%1.40%-4.43%-3.73%-2.27%-2.07%-4.00%-3.45%-3.62%-3.30%-3.95%-1.16%-4.99%-1.95%-4.38%-3.75%-4.12%-1.94%-0.97%1.54%
201423.93%4.56%$97,255$68,2974.83%6.42%4.12%5.66%4.21%2.68%4.94%5.06%2.19%4.02%3.26%5.41%4.53%5.24%5.52%3.33%4.27%4.18%4.36%5.81%5.42%0.48%
20143-0.76%0.82%$96,520$68,859-1.24%-3.82%0.82%-5.11%0.97%-0.38%-0.48%-0.31%-0.78%1.13%0.11%-0.82%0.55%-3.59%1.33%-6.05%1.21%1.09%0.54%-0.48%-2.79%-0.15%
20144-3.18%0.72%$93,450$69,358-3.66%-6.14%-2.30%-6.18%-3.41%-2.51%-3.94%-2.33%-3.26%-3.78%-3.56%-3.52%-2.40%-6.90%-2.56%-12.37%-2.12%-3.06%0.79%-1.52%-6.69%0.77%
201450.66%2.33%$94,069$70,9770.61%1.27%0.00%-1.46%0.10%0.70%0.64%1.17%2.48%2.12%0.27%-0.69%0.18%2.03%0.70%0.00%1.19%-0.96%1.04%1.42%-0.33%1.05%
201464.46%2.05%$98,263$72,4344.73%6.62%4.09%8.34%4.34%5.17%5.66%4.96%5.82%4.43%3.80%5.74%3.82%5.50%4.28%7.35%4.73%5.29%3.97%5.28%5.80%0.11%
20147-4.50%-1.39%$93,840$71,428-5.33%-4.49%-5.46%-7.13%-5.84%-2.69%-6.05%-4.94%-4.12%-5.90%-5.29%-4.41%-6.04%-6.40%-6.41%-6.24%-5.08%-4.70%-3.66%-5.13%-4.93%-0.26%
201484.03%3.98%$97,619$74,2725.09%4.81%4.15%5.42%4.54%4.02%4.44%4.97%3.97%4.35%4.49%6.66%3.15%4.95%3.77%5.17%3.82%4.34%4.02%5.03%4.12%1.13%
20149-4.16%-1.41%$93,559$73,223-4.18%-3.88%-6.15%-3.74%-5.69%-3.50%-4.30%-5.31%-3.73%-4.25%-3.59%-4.12%-5.66%-5.56%-6.55%-4.18%-5.77%-5.29%-5.94%-5.28%-3.40%-0.72%
2014104.90%2.42%$98,140$74,9974.38%4.58%4.68%5.90%6.52%6.17%5.96%4.48%6.65%5.48%5.97%5.26%5.53%5.36%6.92%4.72%7.01%8.40%2.58%6.21%4.75%0.94%
2014110.29%2.68%$98,420$77,0090.88%1.04%-0.55%0.95%-0.75%1.96%0.48%0.98%2.51%0.72%1.65%-0.32%-1.00%0.37%-0.97%-0.11%-0.80%-3.29%-1.27%0.78%1.35%0.65%
2014121.64%-0.26%$100,029$76,8061.16%1.24%1.15%0.63%3.37%1.78%2.55%1.25%2.87%2.20%1.52%0.36%2.29%1.87%2.99%2.07%2.09%3.48%0.33%1.55%3.31%0.09%
20151-2.69%-3.02%$97,339$74,488-3.00%-0.94%-5.77%-2.61%-4.90%-4.54%-2.84%-2.17%-3.92%-4.69%-4.49%-3.00%-4.06%-1.68%-4.37%-4.54%-3.71%-4.07%-4.71%-2.92%-2.08%2.31%
201525.41%5.74%$102,603$78,7638.05%5.79%6.12%7.96%6.03%6.42%5.36%5.82%8.04%6.00%7.72%6.26%4.03%7.14%4.64%7.49%6.48%6.22%6.98%7.70%7.38%-1.08%
201531.37%-1.59%$104,010$77,5081.42%1.53%1.15%1.89%2.29%0.87%1.50%1.18%0.76%1.97%1.82%1.43%1.33%1.47%2.42%1.42%2.15%2.01%0.81%1.50%1.46%0.41%
20154-1.83%0.95%$102,110$78,244-1.64%-1.59%-1.14%-3.41%-1.95%-1.82%-3.04%-1.69%-3.07%-2.04%-2.53%-2.90%-2.05%-3.58%-1.98%-0.99%-1.52%-1.10%-1.01%-1.48%-3.23%-0.36%
201551.52%1.27%$103,657$79,2391.55%2.68%0.38%5.22%1.38%2.27%1.41%2.00%4.26%1.86%1.41%2.05%0.56%2.67%1.57%1.82%0.34%-0.70%0.46%1.70%4.19%-0.45%
201560.54%-1.93%$104,216$77,7080.17%0.23%-0.31%0.95%1.63%1.02%0.88%-0.87%1.08%0.90%1.36%2.62%0.90%1.30%0.94%2.48%0.50%1.48%-1.30%-0.07%1.16%-1.01%
20157-0.61%2.08%$103,575$79,324-0.63%2.03%-3.23%0.20%-2.44%-1.98%-0.55%-0.29%0.36%-0.89%0.04%0.56%-1.47%0.94%-3.36%0.46%-1.79%-3.03%-2.42%-1.54%0.99%0.76%
20158-5.30%-6.04%$98,085$74,532-6.71%-5.84%-5.40%-10.51%-4.43%-4.75%-5.44%-5.85%-7.49%-4.20%-6.47%-6.13%-4.10%-7.80%-3.62%-10.67%-5.96%-6.60%-4.02%-5.89%-7.79%-0.36%
20159-3.86%-2.49%$94,302$72,676-6.04%-4.02%-4.95%-5.99%-4.31%-5.33%-4.63%-4.50%-5.32%-3.33%-4.57%-6.61%-2.79%-5.59%-2.45%-5.85%-2.78%-4.91%-3.31%-3.68%-7.13%0.76%
2015104.43%8.42%$98,476$78,7975.11%6.16%6.36%0.88%6.03%4.64%6.20%5.68%6.18%4.73%4.87%5.75%6.62%4.35%5.27%2.87%6.43%7.43%5.43%4.43%3.89%0.01%
2015112.06%0.29%$100,509$79,0232.24%1.84%1.16%2.38%2.84%2.80%2.85%1.81%3.96%1.81%3.14%4.72%2.67%1.88%3.91%1.17%2.48%1.57%0.15%3.37%3.23%-0.27%
201512-3.81%-1.59%$96,676$77,764-3.92%-2.75%-5.46%-4.80%-4.90%-4.19%-4.11%-4.21%-4.39%-5.32%-3.15%-3.05%-5.71%-3.45%-5.44%-4.36%-5.12%-4.74%-4.53%-4.41%-4.79%-0.38%
20161-6.90%-4.98%$90,007$73,894-9.16%-9.26%-5.47%-12.90%-6.80%-7.30%-7.67%-7.66%-9.22%-7.01%-6.35%-8.94%-5.64%-11.87%-5.83%-11.49%-7.41%-9.36%-6.61%-7.93%-11.86%1.43%
201620.47%-0.15%$90,432$73,7870.74%-1.82%3.51%-2.68%1.10%1.93%0.20%0.92%-1.48%1.24%-0.37%2.29%1.20%-1.66%2.06%-1.89%2.13%1.93%1.90%1.35%-3.38%0.66%
201636.51%6.78%$96,315$78,7867.99%7.64%8.54%5.82%7.08%8.34%7.92%8.35%7.55%7.04%6.99%5.96%8.04%5.24%7.37%7.29%8.94%8.42%7.19%7.25%8.27%0.94%
201641.04%0.37%$97,321$79,0811.41%1.11%0.40%-0.66%1.08%1.91%1.69%1.72%1.45%0.96%0.86%0.19%1.20%1.18%2.36%1.48%1.30%1.68%2.01%0.16%0.93%0.38%
201651.64%1.78%$98,913$80,4911.43%2.60%1.11%2.80%1.07%1.25%1.94%1.93%2.79%1.97%2.09%2.29%1.95%3.23%1.61%1.54%2.27%1.91%1.05%1.24%2.28%0.01%
201660.36%0.25%$99,265$80,692-0.23%1.37%-0.20%0.12%-0.17%0.86%0.53%0.25%0.19%-0.11%-0.08%-1.83%0.98%0.82%0.12%2.58%-0.66%0.44%-0.95%-1.46%-0.96%1.94%
201674.58%3.68%$103,813$83,6585.74%5.42%4.58%7.92%5.02%5.69%4.85%5.07%5.73%4.09%5.10%5.31%4.79%4.88%4.61%6.90%5.23%6.19%3.77%5.05%4.86%0.64%
201681.11%0.13%$104,969$83,7671.19%1.28%1.24%0.99%1.59%1.04%1.54%0.62%1.73%0.46%1.67%-0.35%2.00%1.89%1.66%0.35%1.65%4.05%1.56%1.16%0.81%-0.17%
201690.33%0.01%$105,312$83,7741.18%0.87%0.56%1.74%0.72%0.89%-0.35%0.39%0.17%0.18%-0.39%2.13%-0.41%2.00%-0.16%-0.42%-0.50%-0.31%0.21%-0.45%0.34%-0.09%
201610-3.77%-1.83%$101,340$82,238-4.98%-4.60%-3.27%-7.09%-3.53%-5.56%-3.57%-4.12%-5.74%-3.76%-4.36%-5.18%-2.33%-6.30%-2.95%-6.96%-3.14%-4.88%-2.07%-1.95%-3.84%-0.81%
2016117.21%3.70%$108,648$85,2806.84%5.61%11.32%5.05%13.19%7.78%9.61%8.61%4.80%9.22%6.93%9.27%11.04%7.97%14.56%4.01%11.61%13.30%10.71%8.63%7.92%-2.64%
2016121.27%1.96%$110,024$86,9540.79%-1.51%2.51%-1.97%4.06%-0.48%1.62%1.86%0.11%1.68%0.51%2.03%3.93%0.31%3.56%-2.10%3.68%2.09%3.50%3.11%1.10%0.24%
201711.45%1.88%$111,615$88,5912.94%4.34%0.18%4.07%-1.44%2.93%1.27%1.57%2.34%2.27%2.03%2.24%-0.31%3.04%0.13%4.60%-0.03%-0.13%0.57%-0.28%2.28%0.29%
201721.81%3.96%$113,631$92,1022.58%4.01%1.09%3.69%0.68%2.11%2.42%2.34%3.45%2.74%2.61%4.12%1.58%3.88%0.25%-2.16%1.54%-0.73%1.37%2.15%2.45%0.66%
201730.38%0.10%$114,058$92,1940.54%1.47%0.27%0.41%0.17%1.82%-0.21%-0.24%0.71%-0.54%1.41%0.36%0.04%1.15%0.19%3.76%-1.10%-0.37%-0.08%-0.54%0.32%-0.07%
201741.46%1.02%$115,729$93,1331.69%3.21%1.70%0.77%1.59%1.74%1.44%0.85%1.98%0.10%2.11%4.03%1.25%1.43%0.95%5.54%-0.03%1.38%1.17%-0.20%0.69%0.76%
20175-0.08%1.39%$115,632$94,4310.24%2.13%-1.41%0.56%-2.99%0.10%-1.53%-1.15%1.01%-0.83%1.52%1.47%-1.38%3.59%-2.35%3.57%-2.42%-2.97%-2.86%1.30%-0.16%0.67%
201762.00%0.61%$117,942$95,0082.64%1.51%2.94%2.69%3.72%3.80%2.48%2.24%3.13%2.38%1.53%2.29%2.45%1.41%3.36%-0.71%2.39%2.04%2.68%1.95%2.37%0.01%
201770.79%2.04%$118,876$96,9491.04%1.90%0.52%1.83%0.47%0.80%0.59%1.09%0.57%0.44%-0.26%4.07%0.81%0.65%0.22%-0.20%1.85%0.37%-0.19%0.20%1.34%0.39%
20178-0.61%0.29%$118,152$97,233-0.66%1.21%-1.12%0.34%-2.16%-0.40%-0.23%-0.94%0.79%-3.26%-0.42%-1.25%-0.95%1.88%-1.95%-1.38%-1.96%-2.49%-1.61%-0.84%-0.81%0.85%
201794.37%2.06%$123,316$99,2354.06%3.42%7.23%4.79%8.39%4.69%4.81%4.40%3.99%5.24%4.83%4.68%6.06%4.28%8.53%0.37%6.62%8.83%5.50%4.96%4.30%-0.54%
2017101.58%2.32%$125,265$101,5351.73%2.13%2.03%3.05%1.11%0.83%1.38%1.55%2.23%0.65%0.87%1.70%1.37%2.85%1.86%4.17%1.02%2.87%1.91%1.49%1.82%0.11%
2017112.35%3.06%$128,212$104,6413.22%1.74%3.03%2.51%2.64%2.51%2.30%3.08%1.53%5.78%2.63%3.95%3.09%2.52%3.65%1.19%3.21%2.28%1.80%2.81%3.28%-0.17%
2017120.09%1.10%$128,328$105,7950.93%0.69%-1.01%1.88%-1.03%2.21%-0.27%0.37%0.18%-0.02%-0.42%0.51%-1.15%-1.02%-1.96%1.55%-1.16%-0.12%-0.43%0.52%0.33%0.44%
201812.39%5.71%$131,393$111,8384.78%6.01%2.66%3.86%2.04%3.24%2.75%2.84%4.73%1.82%2.66%2.58%0.98%4.89%1.33%3.85%2.31%0.60%3.42%2.25%3.47%-1.09%
20182-2.89%-3.69%$127,601$107,706-1.90%-1.79%-3.61%0.95%-4.31%-1.74%-2.69%-4.07%-2.01%-5.11%-2.81%-5.03%-4.24%-3.08%-3.76%0.97%-4.80%-4.59%-5.90%-4.21%-3.77%-1.03%
201830.93%-2.56%$128,793$104,9541.31%2.05%1.73%2.21%1.71%0.24%1.89%1.12%0.93%-0.29%0.08%1.95%1.75%2.00%0.88%-1.92%0.30%1.03%0.34%0.84%0.63%0.63%
201840.12%0.37%$128,951$105,3460.28%-0.63%-0.19%2.20%0.82%0.38%-0.08%0.33%-0.32%0.20%-0.15%0.79%1.08%1.68%1.01%0.27%0.12%-2.37%-1.01%1.73%-0.05%-0.83%
201854.71%2.39%$135,025$107,8685.94%5.69%5.01%10.30%5.94%4.66%5.33%5.07%6.36%3.51%5.68%5.97%4.06%7.82%7.21%8.81%2.81%3.30%3.84%2.85%3.94%0.61%
201861.02%0.61%$136,400$108,5210.86%3.07%0.18%1.99%1.40%1.28%1.33%0.72%1.16%-0.06%1.88%1.89%0.79%2.11%0.65%3.60%0.49%0.40%0.00%0.79%0.51%0.03%
201871.39%3.71%$138,290$112,5462.12%1.39%3.33%-0.49%2.20%0.82%1.93%1.82%0.95%2.13%1.17%2.64%2.48%-0.11%1.35%-0.71%2.11%1.80%2.38%2.49%2.30%0.03%
201884.99%3.25%$145,197$116,2007.34%7.26%4.09%13.01%3.77%5.42%6.04%4.48%6.05%2.80%8.43%8.33%3.59%13.43%2.98%9.46%2.95%3.95%1.85%2.52%3.73%0.52%
20189-1.48%0.55%$143,053$116,844-0.94%0.27%-2.68%-0.25%-2.44%-0.54%-1.68%-1.54%-1.39%-2.57%-1.03%-1.63%-1.45%-0.85%-3.08%-0.73%-2.97%-2.86%-3.15%-1.71%-1.26%-0.54%
201810-9.27%-6.85%$129,793$108,841-11.18%-8.80%-9.79%-14.02%-10.40%-8.19%-8.52%-10.10%-11.55%-10.43%-7.86%-11.47%-9.86%-13.59%-12.07%-12.66%-9.10%-13.83%-10.90%-11.61%-10.36%-0.73%
2018111.59%2.03%$131,862$111,0471.89%1.00%2.10%-1.10%0.55%1.08%2.10%2.16%1.12%3.63%2.02%4.90%1.33%0.48%3.36%1.26%1.15%0.06%3.56%2.99%1.81%0.53%
201812-9.47%-9.04%$119,371$101,008-11.09%-9.94%-11.35%-10.57%-11.83%-12.28%-10.28%-11.11%-11.04%-11.80%-9.62%-13.59%-11.18%-10.40%-12.74%-9.58%-11.91%-14.42%-13.42%-11.43%-11.12%1.80%

Returns Based Style Analysis

Returns Based Style Analysis
Style CategoryPortfolio 1Vanguard 500 Index Investor
Large-cap Value0.00%47.21%
Large-cap Growth5.91%52.57%
Mid-cap Value5.06%0.00%
Mid-cap Growth21.20%0.00%
Small-cap Value17.43%0.00%
Small-cap Growth33.66%0.00%
Global ex-US Developed Markets0.18%0.00%
Emerging Markets3.58%0.00%
REITs0.00%0.00%
Corporate Bonds0.52%0.00%
Long-Term Treasuries0.00%0.00%
Intermediate-Term Treasuries0.00%0.22%
Short-Term Treasuries12.47%0.00%
R Squared98.51%99.91%
Style analysis is based on monthly returns from Apr 2005 to Dec 2018 and uses total portfolio return with monthly rebalancing. Returns based style analysis aims to explain the portfolio returns based on asset class exposures, it does not identify the actual portfolio holdings.

Holdings Based Style Analysis for Portfolio 1

Holdings Based Style Analysis for Portfolio 1
TickerNameCategoryDurationERWeightReturn ContributionRisk Contribution
VEXPXVanguard Explorer InvSmall Growth0.46%4.05%$5,0275.22%
PRNHXT. Rowe Price New HorizonsMid-Cap Growth0.77%4.05%$6,6525.42%
PENNXRoyce Pennsylvania Mutual InvmtSmall Blend0.92%4.05%$4,5604.21%
LAGWXLord Abbett Developing Growth ASmall Growth0.94%4.05%$5,5885.55%
DFSCXDFA US Micro Cap ISmall Blend0.52%4.05%$5,0935.30%
MERDXMeridian Growth LegacySmall Growth0.85%4.05%$5,2974.03%
OTCFXT. Rowe Price Small-Cap StockSmall Growth0.89%4.05%$5,3774.58%
NAESXVanguard Small Cap Index InvSmall Blend0.17%4.05%$4,7445.11%
JAVTXJanus Henderson Venture TSmall Growth0.91%4.05%$5,2765.69%
MOPIXMainStay MacKay Small Cap Core ISmall Blend0.93%4.05%$4,0704.49%
NCLEXNicholas Limited Edition ISmall Growth0.86%4.05%$4,7114.30%
UMBHXCarillon Scout Small Cap ISmall Growth0.92%4.05%$5,3043.66%
PRSVXT. Rowe Price Small-Cap ValueSmall Blend0.85%4.05%$5,0014.00%
AASOXAlger Small Cap Growth I-2Small Growth1.01%4.05%$4,5145.56%
ICSCXICM Small CompanySmall Blend0.93%4.05%$5,0944.49%
MSSGXMorgan Stanley Inst Inception ISmall Growth1.00%4.05%$4,5875.53%
LSSCXLoomis Sayles Small Cap Value InstlSmall Blend0.93%4.04%$4,5484.39%
RCSIXRBC Small Cap Core ISmall Growth0.90%4.04%$3,8194.61%
PSVIXAllianzGI NFJ Small-Cap Value InstlSmall Value0.82%4.04%$4,1383.61%
LZSCXLazard US Small-Mid Cap Equity InstlSmall Blend0.87%4.04%$4,3464.45%
TSGUXMorgan Stanley Pathway Sm-Mid Cap EqMid-Cap Growth0.66%4.04%$3,9535.96%
VBMFXVanguard Total Bond Market Index InvIntermediate Core Bond6.260.15%15.00%$7,676-0.15%

Asset Allocation

Equity Market Capitalization

Equity Sectors

Fixed Income Credit Quality

Fixed Income Maturity

Fund fundamentals data as of 02/05/2020. (c) 2020 Morningstar. All Rights Reserved. The fund fundamentals information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Portfolio return and risk metrics
MetricPortfolio 1Vanguard 500 Index Investor
Arithmetic Mean (monthly)0.85%0.80%
Arithmetic Mean (annualized)10.73%10.02%
Geometric Mean (monthly)0.77%0.72%
Geometric Mean (annualized)9.62%8.94%
Volatility (monthly)4.10%4.05%
Volatility (annualized)14.19%14.02%
Downside Deviation (monthly)2.71%2.72%
Max. Drawdown-45.00%-50.97%
US Market Correlation0.910.99
Beta(*)0.851.00
Alpha (annualized)2.08%-0.00%
R270.64%100.00%
Sharpe Ratio0.550.51
Sortino Ratio0.800.73
Treynor Ratio (%)9.127.11
Calmar Ratio0.410.67
Active Return0.68%N/A
Tracking Error7.97%N/A
Information Ratio0.08N/A
Skewness-0.65-0.70
Excess Kurtosis1.731.48
Historical Value-at-Risk (5%)-6.25%-6.99%
Analytical Value-at-Risk (5%)-5.87%-5.86%
Conditional Value-at-Risk (5%)-9.20%-9.36%
Upside Capture Ratio (%)92.79100.00
Downside Capture Ratio (%)87.26100.00
Safe Withdrawal Rate9.57%8.83%
Perpetual Withdrawal Rate6.72%6.15%
Positive Periods208 out of 324 (64.20%)214 out of 324 (66.05%)
Gain/Loss Ratio0.950.85
* Vanguard 500 Index Investor is used as the benchmark for calculations. Value-at-risk metrics are based on monthly values.

Drawdowns for Historical Market Stress Periods

Drawdowns for Historical Market Stress Periods
Stress PeriodStartEndPortfolio 1Vanguard 500 Index Investor
Asian CrisisJul 1997Jan 1998-3.03%-5.61%
Russian Debt DefaultJul 1998Oct 1998-19.29%-15.38%
Dotcom CrashMar 2000Oct 2002-20.65%-44.82%
Subprime CrisisNov 2007Mar 2009-45.00%-50.97%

Drawdowns for Portfolio 1

Drawdowns for Portfolio 1 (worst 10)
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Nov 2007Feb 20091 year 4 monthsNov 20101 year 9 months3 years 1 month-45.00%
2May 1998Aug 19984 monthsJun 199910 months1 year 2 months-21.86%
3May 2002Sep 20025 monthsAug 200311 months1 year 4 months-20.65%
4May 2011Sep 20115 monthsMar 20126 months11 months-19.51%
5Sep 2018Dec 20184 months-17.79%
6Sep 2000Sep 20011 year 1 monthMar 20026 months1 year 7 months-14.48%
7Jul 2015Jan 20167 monthsAug 20167 months1 year 2 months-13.63%
8Jun 1996Jul 19962 monthsNov 19964 months6 months-8.80%
9Mar 1992Jun 19924 monthsNov 19925 months9 months-8.24%
10Apr 2000May 20002 monthsAug 20003 months5 months-8.10%
Worst 10 drawdowns included above

Drawdowns for Vanguard 500 Index Investor

Drawdowns for Vanguard 500 Index Investor (worst 10)
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Nov 2007Feb 20091 year 4 monthsAug 20123 years 6 months4 years 10 months-50.97%
2Sep 2000Sep 20022 years 1 monthNov 20064 years 2 months6 years 3 months-44.82%
3Jul 1998Aug 19982 monthsNov 19983 months5 months-15.38%
4Oct 2018Dec 20183 months-13.55%
5Aug 2015Sep 20152 monthsMay 20168 months10 months-8.38%
6Feb 1994Mar 19942 monthsAug 19945 months7 months-6.98%
7Jan 2000Feb 20002 monthsMar 20001 month3 months-6.84%
8Jul 1999Sep 19993 monthsNov 19992 months5 months-6.25%
9Feb 2018Mar 20182 monthsJul 20184 months6 months-6.16%
10Aug 1997Aug 19971 monthNov 19973 months4 months-5.61%
Worst 10 drawdowns included above

Portfolio Assets

Performance statistics for portfolio components
TickerNameCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
VEXPXVanguard Explorer Inv9.60%18.77%44.36%-40.40%-52.40%0.450.670.88
PRNHXT. Rowe Price New Horizons12.02%20.05%55.44%-38.78%-49.92%0.550.810.87
PENNXRoyce Pennsylvania Mutual Invmt9.93%15.61%40.29%-34.78%-51.18%0.530.780.84
LAGWXLord Abbett Developing Growth A9.78%20.83%57.17%-47.50%-54.88%0.440.620.84
DFSCXDFA US Micro Cap I11.23%19.69%60.72%-36.72%-56.88%0.520.780.81
MERDXMeridian Growth Legacy10.81%15.37%47.90%-30.35%-42.01%0.590.890.86
OTCFXT. Rowe Price Small-Cap Stock11.08%16.33%38.46%-33.35%-50.27%0.580.860.87
NAESXVanguard Small Cap Index Inv9.83%18.13%45.63%-36.07%-53.95%0.470.690.89
JAVTXJanus Henderson Venture T9.45%23.02%140.71%-51.43%-73.53%0.400.580.81
MOPIXMainStay MacKay Small Cap Core I9.64%16.95%53.73%-36.51%-62.91%0.480.710.85
NCLEXNicholas Limited Edition I8.69%16.29%39.55%-30.26%-43.72%0.440.640.86
UMBHXCarillon Scout Small Cap I9.21%14.82%38.16%-40.19%-50.68%0.500.740.78
PRSVXT. Rowe Price Small-Cap Value11.33%14.94%36.43%-28.61%-48.66%0.630.940.82
AASOXAlger Small Cap Growth I-26.97%21.32%45.51%-46.60%-70.47%0.310.440.83
ICSCXICM Small Company11.62%16.97%36.16%-35.11%-54.65%0.590.880.82
MSSGXMorgan Stanley Inst Inception I8.56%21.80%96.69%-41.84%-56.35%0.370.560.81
LSSCXLoomis Sayles Small Cap Value Instl10.45%16.20%35.94%-31.81%-48.55%0.540.790.85
RCSIXRBC Small Cap Core I9.21%17.53%43.85%-32.47%-54.28%0.450.660.83
PSVIXAllianzGI NFJ Small-Cap Value Instl10.41%14.27%35.02%-26.18%-43.87%0.600.870.81
LZSCXLazard US Small-Mid Cap Equity Instl9.98%16.78%55.47%-34.46%-52.59%0.510.740.85
TSGUXMorgan Stanley Pathway Sm-Mid Cap Eq8.07%22.35%49.55%-43.11%-60.62%0.350.510.84
VBMFXVanguard Total Bond Market Index Inv5.16%3.55%18.18%-2.66%-5.01%0.751.210.01

Monthly Correlations

Correlations for the portfolio assets
TickerNameVEXPXPRNHXPENNXLAGWXDFSCXMERDXOTCFXNAESXJAVTXMOPIXNCLEXUMBHXPRSVXAASOXICSCXMSSGXLSSCXRCSIXPSVIXLZSCXTSGUXVBMFXPortfolio 1Vanguard 500 Index Investor
VEXPXVanguard Explorer Inv-0.970.890.930.930.880.960.970.890.860.900.800.870.930.850.920.900.850.810.870.96-0.090.970.80
PRNHXT. Rowe Price New Horizons0.97-0.820.920.900.850.920.940.900.810.890.720.820.950.790.930.850.800.750.820.96-0.060.950.80
PENNXRoyce Pennsylvania Mutual Invmt0.890.82-0.830.890.890.940.930.740.930.870.910.970.780.960.750.940.930.940.940.81-0.070.950.79
LAGWXLord Abbett Developing Growth A0.930.920.83-0.870.840.900.910.870.810.870.790.810.910.800.880.850.820.770.840.93-0.100.930.77
DFSCXDFA US Micro Cap I0.930.900.890.87-0.810.930.960.840.880.860.760.900.860.870.850.900.850.810.850.90-0.090.940.73
MERDXMeridian Growth Legacy0.880.850.890.840.81-0.900.890.740.850.870.850.860.800.880.780.910.890.860.900.82-0.080.920.82
OTCFXT. Rowe Price Small-Cap Stock0.960.920.940.900.930.90-0.970.820.910.900.860.950.880.930.850.950.920.890.920.91-0.070.980.80
NAESXVanguard Small Cap Index Inv0.970.940.930.910.960.890.97-0.870.910.890.830.930.900.910.880.940.890.870.910.94-0.060.990.82
JAVTXJanus Henderson Venture T0.890.900.740.870.840.740.820.87-0.720.800.620.710.900.680.900.730.700.620.690.90-0.070.870.73
MOPIXMainStay MacKay Small Cap Core I0.860.810.930.810.880.850.910.910.72-0.850.850.930.770.930.750.920.910.910.920.81-0.040.930.80
NCLEXNicholas Limited Edition I0.900.890.870.870.860.870.900.890.800.85-0.790.850.830.840.810.870.860.810.860.85-0.070.920.81
UMBHXCarillon Scout Small Cap I0.800.720.910.790.760.850.860.830.620.850.79-0.890.700.900.650.870.890.890.890.72-0.110.860.75
PRSVXT. Rowe Price Small-Cap Value0.870.820.970.810.900.860.950.930.710.930.850.89-0.770.960.730.950.930.930.930.81-0.070.940.76
AASOXAlger Small Cap Growth I-20.930.950.780.910.860.800.880.900.900.770.830.700.77-0.750.920.800.760.700.770.95-0.070.910.75
ICSCXICM Small Company0.850.790.960.800.870.880.930.910.680.930.840.900.960.75-0.710.950.940.940.940.78-0.050.930.78
MSSGXMorgan Stanley Inst Inception I0.920.930.750.880.850.780.850.880.900.750.810.650.730.920.71-0.760.730.640.720.92-0.050.890.73
LSSCXLoomis Sayles Small Cap Value Instl0.900.850.940.850.900.910.950.940.730.920.870.870.950.800.950.76-0.940.930.950.84-0.060.950.80
RCSIXRBC Small Cap Core I0.850.800.930.820.850.890.920.890.700.910.860.890.930.760.940.730.94-0.910.930.79-0.100.920.79
PSVIXAllianzGI NFJ Small-Cap Value Instl0.810.750.940.770.810.860.890.870.620.910.810.890.930.700.940.640.930.91-0.930.73-0.030.890.78
LZSCXLazard US Small-Mid Cap Equity Instl0.870.820.940.840.850.900.920.910.690.920.860.890.930.770.940.720.950.930.93-0.81-0.090.930.81
TSGUXMorgan Stanley Pathway Sm-Mid Cap Eq0.960.960.810.930.900.820.910.940.900.810.850.720.810.950.780.920.840.790.730.81--0.090.940.76
VBMFXVanguard Total Bond Market Index Inv-0.09-0.06-0.07-0.10-0.09-0.08-0.07-0.06-0.07-0.04-0.07-0.11-0.07-0.07-0.05-0.05-0.06-0.10-0.03-0.09-0.09--0.040.03

Portfolio Return Decomposition

Portfolio return decomposition
TickerNamePortfolio 1
VEXPXVanguard Explorer Inv$5,027
PRNHXT. Rowe Price New Horizons$6,652
PENNXRoyce Pennsylvania Mutual Invmt$4,560
LAGWXLord Abbett Developing Growth A$5,588
DFSCXDFA US Micro Cap I$5,093
MERDXMeridian Growth Legacy$5,297
OTCFXT. Rowe Price Small-Cap Stock$5,377
NAESXVanguard Small Cap Index Inv$4,744
JAVTXJanus Henderson Venture T$5,276
MOPIXMainStay MacKay Small Cap Core I$4,070
NCLEXNicholas Limited Edition I$4,711
UMBHXCarillon Scout Small Cap I$5,304
PRSVXT. Rowe Price Small-Cap Value$5,001
AASOXAlger Small Cap Growth I-2$4,514
ICSCXICM Small Company$5,094
MSSGXMorgan Stanley Inst Inception I$4,587
LSSCXLoomis Sayles Small Cap Value Instl$4,548
RCSIXRBC Small Cap Core I$3,819
PSVIXAllianzGI NFJ Small-Cap Value Instl$4,138
LZSCXLazard US Small-Mid Cap Equity Instl$4,346
TSGUXMorgan Stanley Pathway Sm-Mid Cap Eq$3,953
VBMFXVanguard Total Bond Market Index Inv$7,676

Portfolio Risk Decomposition

Portfolio risk decomposition
TickerNamePortfolio 1
VEXPXVanguard Explorer Inv5.22%
PRNHXT. Rowe Price New Horizons5.42%
PENNXRoyce Pennsylvania Mutual Invmt4.21%
LAGWXLord Abbett Developing Growth A5.55%
DFSCXDFA US Micro Cap I5.30%
MERDXMeridian Growth Legacy4.03%
OTCFXT. Rowe Price Small-Cap Stock4.58%
NAESXVanguard Small Cap Index Inv5.11%
JAVTXJanus Henderson Venture T5.69%
MOPIXMainStay MacKay Small Cap Core I4.49%
NCLEXNicholas Limited Edition I4.30%
UMBHXCarillon Scout Small Cap I3.66%
PRSVXT. Rowe Price Small-Cap Value4.00%
AASOXAlger Small Cap Growth I-25.56%
ICSCXICM Small Company4.49%
MSSGXMorgan Stanley Inst Inception I5.53%
LSSCXLoomis Sayles Small Cap Value Instl4.39%
RCSIXRBC Small Cap Core I4.61%
PSVIXAllianzGI NFJ Small-Cap Value Instl3.61%
LZSCXLazard US Small-Mid Cap Equity Instl4.45%
TSGUXMorgan Stanley Pathway Sm-Mid Cap Eq5.96%
VBMFXVanguard Total Bond Market Index Inv-0.15%

Annual Asset Returns

Rolling returns summary
Roll PeriodPortfolio 1Vanguard 500 Index Investor
AverageHighLowAverageHighLow
1 year10.68%36.48%-31.73%10.43%37.45%-37.02%
3 years10.04%21.79%-6.64%9.78%31.03%-14.60%
5 years10.00%20.02%0.26%9.46%28.49%-2.38%
7 years9.71%14.29%2.64%8.60%21.44%-1.64%
10 years9.23%13.00%4.72%7.06%12.97%-1.46%
15 years9.16%11.83%7.47%6.87%10.54%4.13%
Result statistics are based on annualized rolling returns over full calendar year periods