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.
| Ticker | Name | Allocation |
|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | 25.00% |
| ^GOLD | Gold Price Index | 25.00% |
| CASHX | Cash | 25.00% |
| VUSTX | Vanguard Long-Term Treasury Inv | 25.00% |
| Save portfolio » | ||
| Ticker | Name | Allocation |
|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | 55.00% |
| VBMFX | Vanguard Total Bond Market Index Inv | 15.00% |
| ^GOLD | Gold Price Index | 15.00% |
| CASHX | Cash | 15.00% |
| Save portfolio » | ||
| Ticker | Name | Allocation |
|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | 75.00% |
| VBMFX | Vanguard Total Bond Market Index Inv | 10.00% |
| ^GOLD | Gold Price Index | 15.00% |
| Save portfolio » | ||
| Portfolio | Initial Balance | Final Balance | CAGR | Stdev | Best Year | Worst Year | Max. Drawdown | Sharpe Ratio | Sortino Ratio | US Mkt Correlation |
|---|---|---|---|---|---|---|---|---|---|---|
| RikaTillsammans (US edition) | $10,000 | $66,591 | 7.07% | 5.97% | 17.68% | -3.31% | -13.36% | 0.78 | 1.28 | 0.53 |
| Nyborjarportfoljen (US edition) | $10,000 | $81,159 | 7.84% | 8.61% | 22.98% | -19.74% | -27.61% | 0.65 | 0.95 | 0.95 |
| Globala barnportfoljen (US edition) | $10,000 | $112,079 | 9.10% | 11.52% | 28.46% | -27.49% | -37.85% | 0.61 | 0.89 | 0.98 |
| Vanguard Total Stock Mkt Idx Inv | $10,000 | $129,651 | 9.67% | 15.02% | 35.79% | -37.04% | -50.89% | 0.53 | 0.77 | 1.00 |
| Name | 3 Month | YTD | 1 year | 3 year | 5 year | 10 year | Full |
|---|---|---|---|---|---|---|---|
| RikaTillsammans (US edition) | 3.99% | 13.12% | 14.97% | 9.87% | 8.75% | 6.63% | 7.07% |
| Nyborjarportfoljen (US edition) | 6.15% | 7.87% | 13.55% | 9.63% | 10.11% | 8.78% | 7.84% |
| Globala barnportfoljen (US edition) | 7.95% | 8.55% | 16.13% | 11.42% | 12.47% | 11.18% | 9.10% |
| Vanguard Total Stock Mkt Idx Inv | 9.18% | 5.42% | 14.88% | 11.53% | 13.56% | 13.36% | 9.67% |
| Trailing returns are for full months ending in September 2020 excluding portfolio cashflows. | |||||||
| Year | Inflation | Return | Balance | Vanguard Total Stock Mkt Idx Inv (VTSMX) | Gold Price Index (^GOLD) | Cash (CASHX) | Vanguard Long-Term Treasury Inv (VUSTX) | Vanguard Total Bond Market Index Inv (VBMFX) | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv | RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv | |||||||
| 1993 | 2.75% | 12.01% | 10.41% | 11.61% | 10.62% | $11,201 | $11,041 | $11,161 | $11,062 | 10.62% | 17.68% | 3.05% | 16.79% | 9.68% |
| 1994 | 2.67% | -1.28% | -0.16% | -0.69% | -0.17% | $11,057 | $11,023 | $11,084 | $11,044 | -0.17% | -2.17% | 4.20% | -7.04% | -2.66% |
| 1995 | 2.54% | 17.68% | 22.98% | 28.46% | 35.79% | $13,012 | $13,557 | $14,239 | $14,996 | 35.79% | 0.98% | 5.71% | 30.09% | 18.18% |
| 1996 | 3.32% | 4.94% | 11.93% | 15.18% | 20.96% | $13,656 | $15,175 | $16,401 | $18,139 | 20.96% | -4.59% | 5.17% | -1.26% | 3.58% |
| 1997 | 1.70% | 6.39% | 15.22% | 20.14% | 30.99% | $14,528 | $17,484 | $19,704 | $23,761 | 30.99% | -21.41% | 5.22% | 13.90% | 9.44% |
| 1998 | 1.61% | 9.96% | 14.52% | 18.01% | 23.26% | $15,976 | $20,023 | $23,253 | $29,289 | 23.26% | -0.83% | 4.97% | 13.05% | 8.58% |
| 1999 | 2.68% | 5.06% | 13.70% | 17.84% | 23.81% | $16,784 | $22,767 | $27,401 | $36,264 | 23.81% | 0.85% | 4.77% | -8.66% | -0.76% |
| 2000 | 3.39% | 2.15% | -4.15% | -7.68% | -10.57% | $17,145 | $21,822 | $25,298 | $32,429 | -10.57% | -5.44% | 5.99% | 19.72% | 11.39% |
| 2001 | 1.55% | -0.64% | -4.26% | -7.38% | -10.97% | $17,035 | $20,893 | $23,431 | $28,873 | -10.97% | 0.75% | 3.70% | 4.31% | 8.43% |
| 2002 | 2.38% | 5.01% | -6.98% | -11.83% | -20.96% | $17,889 | $19,434 | $20,660 | $22,821 | -20.96% | 25.57% | 1.65% | 16.67% | 8.26% |
| 2003 | 1.88% | 13.70% | 20.76% | 26.86% | 31.35% | $20,340 | $23,470 | $26,208 | $29,976 | 31.35% | 19.89% | 1.04% | 2.68% | 3.97% |
| 2004 | 3.26% | 6.44% | 8.41% | 10.52% | 12.51% | $21,649 | $25,444 | $28,964 | $33,728 | 12.51% | 4.65% | 1.32% | 7.12% | 4.24% |
| 2005 | 3.42% | 8.53% | 6.81% | 7.40% | 5.98% | $23,496 | $27,177 | $31,108 | $35,745 | 5.98% | 17.77% | 3.14% | 6.61% | 2.40% |
| 2006 | 2.54% | 11.45% | 13.47% | 15.69% | 15.51% | $26,186 | $30,839 | $35,988 | $41,289 | 15.51% | 23.20% | 4.82% | 1.74% | 4.27% |
| 2007 | 4.08% | 12.93% | 9.69% | 9.78% | 5.49% | $29,573 | $33,827 | $39,509 | $43,556 | 5.49% | 31.92% | 4.56% | 9.24% | 6.92% |
| 2008 | 0.09% | -2.90% | -19.74% | -27.49% | -37.04% | $28,714 | $27,150 | $28,650 | $27,424 | -37.04% | 4.32% | 1.53% | 22.52% | 5.05% |
| 2009 | 2.72% | 9.89% | 20.31% | 25.85% | 28.70% | $31,554 | $32,663 | $36,057 | $35,294 | 28.70% | 25.04% | 0.16% | -12.05% | 5.93% |
| 2010 | 1.50% | 14.33% | 15.24% | 18.30% | 17.09% | $36,076 | $37,642 | $42,655 | $41,327 | 17.09% | 29.24% | 0.14% | 8.93% | 6.42% |
| 2011 | 2.96% | 9.94% | 3.06% | 2.84% | 0.96% | $39,664 | $38,795 | $43,867 | $41,724 | 0.96% | 8.93% | 0.07% | 29.28% | 7.56% |
| 2012 | 1.74% | 6.94% | 10.71% | 13.79% | 16.25% | $42,417 | $42,949 | $49,918 | $48,506 | 16.25% | 8.26% | 0.08% | 3.47% | 4.05% |
| 2013 | 1.50% | -2.54% | 12.95% | 19.73% | 33.35% | $41,342 | $48,509 | $59,766 | $64,682 | 33.35% | -27.33% | 0.05% | -13.03% | -2.26% |
| 2014 | 0.76% | 9.36% | 7.74% | 9.95% | 12.43% | $45,212 | $52,263 | $65,713 | $72,721 | 12.43% | 0.12% | 0.03% | 25.28% | 5.76% |
| 2015 | 0.73% | -3.31% | -1.64% | -1.61% | 0.29% | $43,715 | $51,406 | $64,656 | $72,935 | 0.29% | -12.11% | 0.05% | -1.54% | 0.30% |
| 2016 | 2.07% | 6.29% | 9.02% | 11.43% | 12.53% | $46,464 | $56,045 | $72,045 | $82,076 | 12.53% | 8.10% | 0.30% | 1.20% | 2.50% |
| 2017 | 2.11% | 10.69% | 13.99% | 17.98% | 21.05% | $51,432 | $63,883 | $84,997 | $99,355 | 21.05% | 12.66% | 0.88% | 8.58% | 3.46% |
| 2018 | 1.91% | -1.45% | -2.65% | -3.98% | -5.26% | $50,687 | $62,191 | $81,612 | $94,132 | -5.26% | -0.93% | 1.90% | -1.90% | -0.13% |
| 2019 | 2.29% | 16.13% | 20.98% | 26.51% | 30.65% | $58,865 | $75,239 | $103,248 | $122,983 | 30.65% | 18.43% | 2.13% | 14.13% | 8.61% |
| 2020 | 1.29% | 13.12% | 7.87% | 8.55% | 5.42% | $66,591 | $81,159 | $112,079 | $129,651 | 5.42% | 24.57% | 0.42% | 21.51% | 6.92% |
| Annual returns for 2020 are based on partial year data | ||||||||||||||
| Year | Month | Return | Balance | Vanguard Total Stock Mkt Idx Inv (VTSMX) | Gold Price Index (^GOLD) | Cash (CASHX) | Vanguard Long-Term Treasury Inv (VUSTX) | Vanguard Total Bond Market Index Inv (VBMFX) | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv | RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv | |||||||
| 1993 | 1 | 0.85% | 0.75% | 0.83% | 1.01% | $10,085 | $10,075 | $10,083 | $10,101 | 1.01% | -0.74% | 0.26% | 2.85% | 1.79% |
| 1993 | 2 | 0.78% | 0.46% | 0.41% | 0.46% | $10,163 | $10,122 | $10,125 | $10,148 | 0.46% | -0.86% | 0.24% | 3.20% | 1.96% |
| 1993 | 3 | 1.48% | 1.91% | 2.34% | 2.46% | $10,314 | $10,314 | $10,362 | $10,398 | 2.46% | 3.11% | 0.25% | 0.19% | 0.37% |
| 1993 | 4 | 0.76% | -0.67% | -1.29% | -2.77% | $10,392 | $10,246 | $10,228 | $10,110 | -2.77% | 4.88% | 0.24% | 0.76% | 0.74% |
| 1993 | 5 | 2.57% | 2.72% | 3.28% | 3.03% | $10,659 | $10,525 | $10,564 | $10,416 | 3.03% | 6.53% | 0.24% | 0.38% | 0.14% |
| 1993 | 6 | 1.32% | 0.65% | 0.63% | 0.55% | $10,799 | $10,593 | $10,630 | $10,473 | 0.55% | 0.26% | 0.26% | 4.17% | 1.80% |
| 1993 | 7 | 1.88% | 0.91% | 0.78% | -0.27% | $11,002 | $10,689 | $10,713 | $10,445 | -0.27% | 6.16% | 0.25% | 1.39% | 0.61% |
| 1993 | 8 | 0.06% | 1.24% | 1.90% | 3.93% | $11,009 | $10,821 | $10,917 | $10,856 | 3.93% | -7.52% | 0.25% | 3.99% | 1.69% |
| 1993 | 9 | -0.89% | -0.52% | -0.58% | 0.01% | $10,911 | $10,765 | $10,854 | $10,856 | 0.01% | -4.32% | 0.25% | 0.33% | 0.40% |
| 1993 | 10 | 1.57% | 1.55% | 1.83% | 1.64% | $11,081 | $10,932 | $11,052 | $11,035 | 1.64% | 3.97% | 0.24% | 0.62% | 0.30% |
| 1993 | 11 | -0.91% | -0.96% | -1.27% | -1.62% | $10,980 | $10,827 | $10,911 | $10,856 | -1.62% | 0.35% | 0.25% | -2.48% | -0.97% |
| 1993 | 12 | 2.01% | 1.98% | 2.29% | 1.90% | $11,201 | $11,041 | $11,161 | $11,062 | 1.90% | 5.62% | 0.26% | 0.42% | 0.48% |
| 1994 | 1 | 0.51% | 1.41% | 1.92% | 3.08% | $11,258 | $11,196 | $11,375 | $11,403 | 3.08% | -3.54% | 0.25% | 2.23% | 1.39% |
| 1994 | 2 | -1.30% | -1.35% | -1.74% | -2.24% | $11,112 | $11,046 | $11,178 | $11,148 | -2.24% | 0.97% | 0.25% | -3.99% | -1.78% |
| 1994 | 3 | -1.51% | -2.47% | -3.29% | -4.44% | $10,944 | $10,773 | $10,810 | $10,652 | -4.44% | 2.00% | 0.28% | -3.82% | -2.30% |
| 1994 | 4 | -0.85% | -0.09% | 0.08% | 0.89% | $10,852 | $10,763 | $10,819 | $10,748 | 0.89% | -3.28% | 0.29% | -1.29% | -0.83% |
| 1994 | 5 | 0.95% | 1.02% | 1.17% | 0.97% | $10,955 | $10,873 | $10,945 | $10,852 | 0.97% | 2.96% | 0.32% | -0.47% | 0.00% |
| 1994 | 6 | -0.74% | -1.44% | -2.04% | -2.73% | $10,873 | $10,716 | $10,722 | $10,556 | -2.73% | 0.17% | 0.35% | -0.81% | -0.18% |
| 1994 | 7 | 1.32% | 1.86% | 2.33% | 3.08% | $11,017 | $10,915 | $10,972 | $10,881 | 3.08% | -1.09% | 0.35% | 2.94% | 1.84% |
| 1994 | 8 | 1.15% | 2.59% | 3.40% | 4.39% | $11,143 | $11,198 | $11,345 | $11,360 | 4.39% | 0.46% | 0.36% | -0.67% | 0.14% |
| 1994 | 9 | -0.57% | -0.87% | -1.22% | -1.85% | $11,080 | $11,101 | $11,207 | $11,149 | -1.85% | 2.36% | 0.38% | -3.00% | -1.44% |
| 1994 | 10 | -0.28% | 0.51% | 0.76% | 1.55% | $11,048 | $11,157 | $11,292 | $11,322 | 1.55% | -2.79% | 0.39% | -0.36% | -0.07% |
| 1994 | 11 | -0.75% | -2.06% | -2.83% | -3.65% | $10,965 | $10,927 | $10,973 | $10,909 | -3.65% | -0.20% | 0.42% | 0.62% | -0.18% |
| 1994 | 12 | 0.84% | 0.88% | 1.02% | 1.23% | $11,057 | $11,023 | $11,084 | $11,044 | 1.23% | 0.04% | 0.47% | 1.62% | 0.80% |
| 1995 | 1 | 0.78% | 1.24% | 1.51% | 2.20% | $11,143 | $11,160 | $11,252 | $11,287 | 2.20% | -2.18% | 0.47% | 2.62% | 1.90% |
| 1995 | 2 | 1.94% | 2.70% | 3.33% | 4.04% | $11,360 | $11,462 | $11,627 | $11,743 | 4.04% | 0.40% | 0.49% | 2.73% | 2.17% |
| 1995 | 3 | 1.98% | 2.25% | 2.67% | 2.65% | $11,585 | $11,720 | $11,937 | $12,055 | 2.65% | 4.14% | 0.48% | 0.72% | 0.67% |
| 1995 | 4 | 1.05% | 1.60% | 1.95% | 2.51% | $11,706 | $11,907 | $12,170 | $12,357 | 2.51% | -0.57% | 0.48% | 1.65% | 1.31% |
| 1995 | 5 | 2.62% | 2.43% | 2.84% | 3.48% | $12,012 | $12,197 | $12,516 | $12,787 | 3.48% | -1.40% | 0.48% | 7.52% | 3.95% |
| 1995 | 6 | 1.37% | 1.98% | 2.45% | 2.98% | $12,177 | $12,438 | $12,823 | $13,168 | 2.98% | 0.72% | 0.47% | 1.13% | 0.66% |
| 1995 | 7 | 0.53% | 2.10% | 2.85% | 4.02% | $12,242 | $12,699 | $13,188 | $13,697 | 4.02% | -0.96% | 0.46% | -1.40% | -0.25% |
| 1995 | 8 | 0.83% | 0.80% | 0.89% | 1.07% | $12,344 | $12,800 | $13,305 | $13,844 | 1.07% | -0.26% | 0.46% | 2.05% | 1.18% |
| 1995 | 9 | 1.60% | 2.30% | 2.90% | 3.61% | $12,541 | $13,095 | $13,691 | $14,344 | 3.61% | 0.43% | 0.44% | 1.81% | 0.95% |
| 1995 | 10 | 0.45% | -0.44% | -0.80% | -1.17% | $12,598 | $13,037 | $13,581 | $14,177 | -1.17% | -0.35% | 0.44% | 2.97% | 1.47% |
| 1995 | 11 | 2.10% | 2.82% | 3.51% | 4.17% | $12,863 | $13,405 | $14,057 | $14,768 | 4.17% | 1.35% | 0.45% | 2.31% | 1.44% |
| 1995 | 12 | 1.16% | 1.13% | 1.29% | 1.54% | $13,012 | $13,557 | $14,239 | $14,996 | 1.54% | -0.21% | 0.45% | 2.70% | 1.44% |
| 1996 | 1 | 1.95% | 2.34% | 2.78% | 2.66% | $13,267 | $13,874 | $14,635 | $15,395 | 2.66% | 4.79% | 0.42% | -0.05% | 0.63% |
| 1996 | 2 | -1.01% | 0.51% | 0.86% | 1.62% | $13,133 | $13,944 | $14,760 | $15,644 | 1.62% | -1.21% | 0.41% | -4.93% | -1.76% |
| 1996 | 3 | -0.34% | 0.43% | 0.63% | 1.14% | $13,088 | $14,004 | $14,853 | $15,823 | 1.14% | -1.07% | 0.41% | -1.98% | -0.77% |
| 1996 | 4 | 0.00% | 1.16% | 1.59% | 2.41% | $13,088 | $14,165 | $15,090 | $16,204 | 2.41% | -1.27% | 0.42% | -1.78% | -0.49% |
| 1996 | 5 | 0.67% | 1.52% | 1.99% | 2.66% | $13,175 | $14,381 | $15,390 | $16,635 | 2.66% | -0.19% | 0.42% | -0.46% | -0.17% |
| 1996 | 6 | -0.19% | -0.56% | -0.84% | -0.84% | $13,150 | $14,301 | $15,261 | $16,495 | -0.84% | -2.19% | 0.42% | 2.14% | 1.27% |
| 1996 | 7 | -1.03% | -2.72% | -3.87% | -5.37% | $13,015 | $13,911 | $14,670 | $15,609 | -5.37% | 0.86% | 0.42% | -0.05% | 0.25% |
| 1996 | 8 | 0.60% | 1.74% | 2.31% | 3.09% | $13,093 | $14,154 | $15,009 | $16,092 | 3.09% | 0.30% | 0.44% | -1.29% | -0.16% |
| 1996 | 9 | 1.63% | 2.95% | 3.88% | 5.38% | $13,306 | $14,571 | $15,591 | $16,958 | 5.38% | -1.93% | 0.43% | 2.79% | 1.70% |
| 1996 | 10 | 1.47% | 1.20% | 1.32% | 1.43% | $13,502 | $14,746 | $15,797 | $17,201 | 1.43% | 0.13% | 0.41% | 3.88% | 2.21% |
| 1996 | 11 | 2.14% | 3.80% | 5.01% | 6.81% | $13,791 | $15,307 | $16,589 | $18,372 | 6.81% | -2.16% | 0.42% | 3.24% | 1.76% |
| 1996 | 12 | -0.98% | -0.87% | -1.13% | -1.27% | $13,656 | $15,175 | $16,401 | $18,139 | -1.27% | -0.55% | 0.42% | -2.38% | -0.85% |
| 1997 | 1 | -0.30% | 2.14% | 3.15% | 5.46% | $13,615 | $15,499 | $16,918 | $19,129 | 5.46% | -6.43% | 0.43% | -0.65% | 0.25% |
| 1997 | 2 | 0.94% | 0.54% | 0.45% | -0.11% | $13,743 | $15,583 | $16,994 | $19,109 | -0.11% | 3.79% | 0.42% | -0.11% | 0.11% |
| 1997 | 3 | -2.33% | -3.01% | -3.90% | -4.45% | $13,423 | $15,114 | $16,331 | $18,258 | -4.45% | -2.91% | 0.43% | -2.29% | -0.97% |
| 1997 | 4 | 1.29% | 2.46% | 3.23% | 4.50% | $13,596 | $15,486 | $16,858 | $19,079 | 4.50% | -2.30% | 0.44% | 2.35% | 1.49% |
| 1997 | 5 | 2.60% | 4.44% | 5.75% | 7.10% | $13,950 | $16,173 | $17,828 | $20,434 | 7.10% | 1.60% | 0.43% | 0.98% | 0.87% |
| 1997 | 6 | 1.01% | 2.34% | 3.09% | 4.37% | $14,091 | $16,552 | $18,379 | $21,326 | 4.37% | -3.20% | 0.40% | 1.78% | 1.16% |
| 1997 | 7 | 2.77% | 4.39% | 5.74% | 7.77% | $14,481 | $17,279 | $19,434 | $22,983 | 7.77% | -2.45% | 0.43% | 5.34% | 2.80% |
| 1997 | 8 | -1.60% | -2.22% | -2.97% | -3.72% | $14,249 | $16,896 | $18,857 | $22,129 | -3.72% | -0.31% | 0.43% | -2.57% | -0.85% |
| 1997 | 9 | 2.75% | 3.80% | 4.81% | 5.77% | $14,642 | $17,538 | $19,765 | $23,406 | 5.77% | 2.07% | 0.43% | 2.63% | 1.45% |
| 1997 | 10 | -1.53% | -2.54% | -3.32% | -3.40% | $14,418 | $17,093 | $19,109 | $22,611 | -3.40% | -6.23% | 0.41% | 2.99% | 1.45% |
| 1997 | 11 | 0.24% | 1.36% | 1.95% | 3.33% | $14,453 | $17,325 | $19,482 | $23,364 | 3.33% | -4.69% | 0.43% | 1.27% | 0.33% |
| 1997 | 12 | 0.52% | 0.91% | 1.14% | 1.70% | $14,528 | $17,484 | $19,704 | $23,761 | 1.70% | -2.22% | 0.43% | 1.66% | 1.04% |
| 1998 | 1 | 1.96% | 1.26% | 1.22% | 0.44% | $14,813 | $17,705 | $19,944 | $23,866 | 0.44% | 5.05% | 0.44% | 1.91% | 1.32% |
| 1998 | 2 | 1.10% | 3.68% | 5.08% | 7.34% | $14,975 | $18,356 | $20,957 | $25,619 | 7.34% | -2.44% | 0.43% | -0.75% | -0.10% |
| 1998 | 3 | 1.77% | 3.15% | 4.05% | 5.06% | $15,240 | $18,933 | $21,806 | $26,916 | 5.06% | 1.21% | 0.44% | 0.14% | 0.33% |
| 1998 | 4 | 1.29% | 1.22% | 1.34% | 1.10% | $15,437 | $19,165 | $22,099 | $27,211 | 1.10% | 3.22% | 0.42% | 0.40% | 0.51% |
| 1998 | 5 | -1.58% | -2.16% | -2.77% | -2.71% | $15,193 | $18,750 | $21,486 | $26,473 | -2.71% | -5.50% | 0.41% | 1.83% | 1.02% |
| 1998 | 6 | 1.85% | 2.33% | 2.92% | 3.54% | $15,473 | $19,187 | $22,114 | $27,411 | 3.54% | 0.92% | 0.41% | 2.35% | 0.81% |
| 1998 | 7 | -1.22% | -1.53% | -2.06% | -2.27% | $15,285 | $18,893 | $21,658 | $26,788 | -2.27% | -2.51% | 0.42% | -0.51% | 0.23% |
| 1998 | 8 | -3.87% | -8.99% | -12.32% | -15.65% | $14,693 | $17,196 | $18,990 | $22,595 | -15.65% | -5.35% | 0.42% | 4.83% | 1.90% |
| 1998 | 9 | 4.28% | 4.94% | 6.25% | 6.68% | $15,321 | $18,044 | $20,176 | $24,104 | 6.68% | 7.48% | 0.40% | 3.29% | 1.96% |
| 1998 | 10 | 1.17% | 3.75% | 5.28% | 7.51% | $15,500 | $18,720 | $21,242 | $25,915 | 7.51% | -0.53% | 0.36% | -1.69% | -0.55% |
| 1998 | 11 | 1.98% | 3.55% | 4.73% | 6.17% | $15,807 | $19,384 | $22,248 | $27,514 | 6.17% | 0.82% | 0.36% | 0.88% | 0.49% |
| 1998 | 12 | 1.07% | 3.30% | 4.52% | 6.45% | $15,976 | $20,023 | $23,253 | $29,289 | 6.45% | -2.34% | 0.37% | -0.16% | 0.38% |
| 1999 | 1 | 1.04% | 2.05% | 2.69% | 3.65% | $16,142 | $20,435 | $23,879 | $30,357 | 3.65% | -0.83% | 0.37% | 0.98% | 0.79% |
| 1999 | 2 | -1.91% | -2.21% | -2.91% | -3.73% | $15,833 | $19,984 | $23,183 | $29,225 | -3.73% | 0.58% | 0.37% | -4.76% | -1.77% |
| 1999 | 3 | 0.34% | 1.91% | 2.61% | 3.93% | $15,887 | $20,365 | $23,788 | $30,375 | 3.93% | -2.65% | 0.38% | -0.34% | 0.56% |
| 1999 | 4 | 1.98% | 3.10% | 3.96% | 4.68% | $16,202 | $20,997 | $24,730 | $31,795 | 4.68% | 2.56% | 0.37% | 0.19% | 0.40% |
| 1999 | 5 | -2.38% | -2.10% | -2.49% | -2.00% | $15,816 | $20,555 | $24,114 | $31,160 | -2.00% | -6.28% | 0.37% | -1.68% | -0.88% |
| 1999 | 6 | 0.57% | 2.54% | 3.54% | 5.16% | $15,906 | $21,077 | $24,967 | $32,768 | 5.16% | -2.83% | 0.38% | -1.05% | -0.50% |
| 1999 | 7 | -1.36% | -2.07% | -2.75% | -3.20% | $15,689 | $20,641 | $24,282 | $31,721 | -3.20% | -2.07% | 0.39% | -0.58% | -0.39% |
| 1999 | 8 | -0.33% | -0.50% | -0.74% | -0.92% | $15,637 | $20,538 | $24,102 | $31,430 | -0.92% | -0.31% | 0.39% | -0.49% | -0.08% |
| 1999 | 9 | 4.04% | 1.54% | 0.94% | -2.44% | $16,270 | $20,855 | $24,329 | $30,663 | -2.44% | 17.35% | 0.41% | 0.91% | 1.26% |
| 1999 | 10 | 1.57% | 3.39% | 4.57% | 6.29% | $16,526 | $21,562 | $25,441 | $32,591 | 6.29% | 0.03% | 0.40% | 0.12% | 0.33% |
| 1999 | 11 | 0.06% | 1.46% | 2.07% | 3.42% | $16,536 | $21,876 | $25,967 | $33,706 | 3.42% | -2.59% | 0.42% | -0.59% | 0.02% |
| 1999 | 12 | 1.50% | 4.07% | 5.52% | 7.59% | $16,784 | $22,767 | $27,401 | $36,264 | 7.59% | -0.38% | 0.43% | -1.60% | -0.48% |
| 2000 | 1 | -1.22% | -2.62% | -3.51% | -4.18% | $16,579 | $22,170 | $26,438 | $34,747 | -4.18% | -2.39% | 0.43% | 1.25% | -0.17% |
| 2000 | 2 | 2.40% | 2.18% | 2.57% | 2.54% | $16,976 | $22,653 | $27,118 | $35,631 | 2.54% | 3.65% | 0.47% | 2.96% | 1.18% |
| 2000 | 3 | 0.87% | 2.50% | 3.49% | 5.69% | $17,124 | $23,218 | $28,066 | $37,657 | 5.69% | -5.76% | 0.47% | 3.14% | 1.40% |
| 2000 | 4 | -1.52% | -3.00% | -4.09% | -5.21% | $16,863 | $22,521 | $26,916 | $35,696 | -5.21% | -0.61% | 0.48% | -0.66% | -0.49% |
| 2000 | 5 | -1.08% | -1.96% | -2.72% | -3.41% | $16,682 | $22,079 | $26,183 | $34,480 | -3.41% | -1.02% | 0.48% | -0.46% | -0.16% |
| 2000 | 6 | 3.17% | 3.64% | 4.39% | 4.42% | $17,210 | $22,883 | $27,332 | $36,004 | 4.42% | 5.84% | 0.46% | 2.30% | 2.15% |
| 2000 | 7 | -0.99% | -1.46% | -1.97% | -1.95% | $17,040 | $22,548 | $26,793 | $35,301 | -1.95% | -3.96% | 0.48% | 1.49% | 0.88% |
| 2000 | 8 | 2.49% | 4.29% | 5.62% | 7.28% | $17,464 | $23,515 | $28,299 | $37,871 | 7.28% | 0.09% | 0.51% | 2.08% | 1.40% |
| 2000 | 9 | -1.59% | -2.61% | -3.65% | -4.67% | $17,187 | $22,902 | $27,265 | $36,102 | -4.67% | -1.21% | 0.52% | -0.85% | 0.76% |
| 2000 | 10 | -0.78% | -1.44% | -1.96% | -2.04% | $17,054 | $22,573 | $26,731 | $35,364 | -2.04% | -3.34% | 0.51% | 1.57% | 0.57% |
| 2000 | 11 | -1.13% | -4.85% | -7.05% | -9.90% | $16,861 | $21,478 | $24,847 | $31,862 | -9.90% | 1.74% | 0.52% | 2.99% | 1.58% |
| 2000 | 12 | 1.68% | 1.60% | 1.81% | 1.78% | $17,145 | $21,822 | $25,298 | $32,429 | 1.78% | 1.99% | 0.51% | 2.45% | 1.79% |
| 2001 | 1 | 0.24% | 1.90% | 2.50% | 3.83% | $17,186 | $22,236 | $25,931 | $33,671 | 3.83% | -3.63% | 0.48% | 0.28% | 1.76% |
| 2001 | 2 | -1.69% | -4.96% | -6.94% | -9.41% | $16,896 | $21,133 | $24,130 | $30,501 | -9.41% | 0.83% | 0.41% | 1.80% | 0.91% |
| 2001 | 3 | -2.49% | -3.95% | -5.43% | -6.72% | $16,476 | $20,298 | $22,821 | $28,451 | -6.72% | -3.37% | 0.40% | -0.60% | 0.54% |
| 2001 | 4 | 1.80% | 4.54% | 6.23% | 8.16% | $16,772 | $21,219 | $24,243 | $30,774 | 8.16% | 2.11% | 0.35% | -2.56% | -0.46% |
| 2001 | 5 | 0.79% | 0.95% | 1.08% | 1.01% | $16,903 | $21,421 | $24,504 | $31,085 | 1.01% | 1.65% | 0.32% | 0.21% | 0.73% |
| 2001 | 6 | 0.16% | -0.58% | -0.98% | -1.64% | $16,930 | $21,298 | $24,263 | $30,577 | -1.64% | 1.16% | 0.30% | 0.76% | 0.52% |
| 2001 | 7 | 0.12% | -0.82% | -1.32% | -1.71% | $16,950 | $21,123 | $23,942 | $30,053 | -1.71% | -1.74% | 0.30% | 3.61% | 2.23% |
| 2001 | 8 | -0.22% | -2.66% | -3.97% | -6.00% | $16,912 | $20,561 | $22,992 | $28,249 | -6.00% | 2.67% | 0.29% | 2.02% | 1.11% |
| 2001 | 9 | 0.08% | -3.39% | -5.31% | -9.00% | $16,926 | $19,863 | $21,772 | $25,707 | -9.00% | 7.36% | 0.28% | 0.88% | 0.89% |
| 2001 | 10 | 0.62% | 0.74% | 1.10% | 2.52% | $17,031 | $20,010 | $22,012 | $26,355 | 2.52% | -4.90% | 0.20% | 5.12% | 1.86% |
| 2001 | 11 | -0.03% | 3.46% | 5.08% | 7.63% | $17,025 | $20,703 | $23,131 | $28,367 | 7.63% | -1.17% | 0.17% | -5.07% | -1.34% |
| 2001 | 12 | 0.06% | 0.92% | 1.30% | 1.78% | $17,035 | $20,893 | $23,431 | $28,873 | 1.78% | 0.36% | 0.15% | -1.82% | -0.58% |
| 2002 | 1 | 0.55% | -0.24% | -0.55% | -1.24% | $17,129 | $20,842 | $23,302 | $28,514 | -1.24% | 2.10% | 0.14% | 1.20% | 0.69% |
| 2002 | 2 | 1.15% | -0.17% | -0.64% | -2.05% | $17,326 | $20,807 | $23,152 | $27,931 | -2.05% | 5.15% | 0.14% | 1.24% | 0.85% |
| 2002 | 3 | 0.51% | 2.39% | 3.31% | 4.38% | $17,415 | $21,303 | $23,919 | $29,153 | 4.38% | 1.53% | 0.15% | -3.86% | -1.46% |
| 2002 | 4 | 0.33% | -2.04% | -3.11% | -4.90% | $17,472 | $20,869 | $23,176 | $27,725 | -4.90% | 2.26% | 0.15% | 3.73% | 1.69% |
| 2002 | 5 | 1.47% | 0.50% | 0.21% | -1.22% | $17,729 | $20,974 | $23,224 | $27,388 | -1.22% | 5.97% | 0.15% | 0.39% | 0.80% |
| 2002 | 6 | -1.85% | -4.04% | -5.48% | -7.06% | $17,401 | $20,126 | $21,950 | $25,453 | -7.06% | -2.48% | 0.14% | 1.76% | 0.29% |
| 2002 | 7 | -2.32% | -4.97% | -6.62% | -8.02% | $16,997 | $19,125 | $20,497 | $23,412 | -8.02% | -4.35% | 0.14% | 2.93% | 0.48% |
| 2002 | 8 | 1.94% | 0.97% | 0.98% | 0.53% | $17,327 | $19,311 | $20,699 | $23,536 | 0.53% | 2.68% | 0.14% | 4.28% | 1.66% |
| 2002 | 9 | -0.36% | -4.53% | -6.69% | -10.07% | $17,265 | $18,436 | $19,313 | $21,167 | -10.07% | 3.48% | 0.14% | 4.02% | 1.53% |
| 2002 | 10 | 0.30% | 3.39% | 4.98% | 7.65% | $17,316 | $19,060 | $20,276 | $22,785 | 7.65% | -2.10% | 0.13% | -2.84% | -0.61% |
| 2002 | 11 | 1.30% | 3.28% | 4.52% | 6.06% | $17,541 | $19,685 | $21,192 | $24,166 | 6.06% | 0.68% | 0.12% | -0.98% | 0.02% |
| 2002 | 12 | 1.99% | -1.27% | -2.51% | -5.57% | $17,889 | $19,434 | $20,660 | $22,821 | -5.57% | 8.82% | 0.10% | 4.05% | 2.07% |
| 2003 | 1 | 0.74% | -0.50% | -1.02% | -2.54% | $18,022 | $19,338 | $20,448 | $22,241 | -2.54% | 5.85% | 0.10% | -0.45% | 0.05% |
| 2003 | 2 | -1.07% | -1.56% | -1.98% | -1.69% | $17,829 | $19,037 | $20,043 | $21,866 | -1.69% | -5.46% | 0.10% | 3.03% | 1.38% |
| 2003 | 3 | -0.92% | 0.02% | 0.23% | 1.09% | $17,665 | $19,041 | $20,089 | $22,103 | 1.09% | -3.63% | 0.10% | -1.13% | -0.13% |
| 2003 | 4 | 2.41% | 4.70% | 6.31% | 8.21% | $18,091 | $19,935 | $21,356 | $23,918 | 8.21% | 0.57% | 0.09% | 0.91% | 0.87% |
| 2003 | 5 | 4.80% | 4.76% | 5.85% | 6.11% | $18,958 | $20,883 | $22,606 | $25,378 | 6.11% | 7.32% | 0.09% | 5.67% | 1.82% |
| 2003 | 6 | -1.03% | 0.19% | 0.47% | 1.43% | $18,764 | $20,923 | $22,713 | $25,742 | 1.43% | -4.26% | 0.09% | -1.48% | -0.13% |
| 2003 | 7 | -0.90% | 1.19% | 1.81% | 2.36% | $18,594 | $21,171 | $23,125 | $26,349 | 2.36% | 2.53% | 0.07% | -8.57% | -3.34% |
| 2003 | 8 | 2.49% | 2.32% | 2.75% | 2.39% | $19,056 | $21,663 | $23,760 | $26,978 | 2.39% | 5.88% | 0.08% | 1.43% | 0.61% |
| 2003 | 9 | 1.76% | 0.27% | -0.10% | -1.15% | $19,392 | $21,722 | $23,737 | $26,669 | -1.15% | 3.30% | 0.08% | 5.07% | 2.71% |
| 2003 | 10 | 0.82% | 3.16% | 4.38% | 6.12% | $19,552 | $22,408 | $24,777 | $28,300 | 6.12% | -0.45% | 0.08% | -2.58% | -0.96% |
| 2003 | 11 | 1.29% | 1.32% | 1.55% | 1.38% | $19,804 | $22,703 | $25,161 | $28,691 | 1.38% | 3.13% | 0.08% | 0.31% | 0.27% |
| 2003 | 12 | 2.70% | 3.38% | 4.16% | 4.48% | $20,340 | $23,470 | $26,208 | $29,976 | 4.48% | 4.49% | 0.08% | 1.23% | 0.88% |
| 2004 | 1 | 0.02% | 0.77% | 1.17% | 2.23% | $20,345 | $23,651 | $26,513 | $30,645 | 2.23% | -3.96% | 0.08% | 1.74% | 0.86% |
| 2004 | 2 | 0.65% | 0.82% | 1.05% | 1.43% | $20,477 | $23,846 | $26,791 | $31,083 | 1.43% | -0.98% | 0.08% | 1.96% | 1.03% |
| 2004 | 3 | 1.78% | 0.52% | 0.25% | -1.07% | $20,841 | $23,970 | $26,857 | $30,750 | -1.07% | 7.04% | 0.08% | 1.45% | 0.80% |
| 2004 | 4 | -3.99% | -2.79% | -3.08% | -2.11% | $20,009 | $23,301 | $26,029 | $30,102 | -2.11% | -8.31% | 0.08% | -5.52% | -2.61% |
| 2004 | 5 | 0.51% | 0.87% | 1.15% | 1.35% | $20,112 | $23,504 | $26,329 | $30,507 | 1.35% | 1.22% | 0.08% | -0.56% | -0.43% |
| 2004 | 6 | 0.93% | 1.36% | 1.73% | 2.09% | $20,299 | $23,822 | $26,785 | $31,144 | 2.09% | 0.65% | 0.09% | 0.87% | 0.56% |
| 2004 | 7 | -0.82% | -2.10% | -2.92% | -3.80% | $20,132 | $23,323 | $26,002 | $29,960 | -3.80% | -1.11% | 0.11% | 1.52% | 0.96% |
| 2004 | 8 | 1.98% | 1.10% | 1.05% | 0.31% | $20,531 | $23,579 | $26,276 | $30,053 | 0.31% | 4.05% | 0.12% | 3.39% | 1.94% |
| 2004 | 9 | 1.21% | 1.30% | 1.63% | 1.74% | $20,781 | $23,886 | $26,703 | $30,576 | 1.74% | 2.06% | 0.13% | 0.94% | 0.16% |
| 2004 | 10 | 1.42% | 1.43% | 1.70% | 1.68% | $21,077 | $24,227 | $27,157 | $31,089 | 1.68% | 2.38% | 0.14% | 1.46% | 0.85% |
| 2004 | 11 | 2.28% | 3.47% | 4.42% | 4.68% | $21,556 | $25,067 | $28,357 | $32,545 | 4.68% | 6.54% | 0.16% | -2.25% | -0.81% |
| 2004 | 12 | 0.43% | 1.51% | 2.14% | 3.63% | $21,649 | $25,444 | $28,964 | $33,728 | 3.63% | -3.93% | 0.18% | 2.22% | 0.92% |
| 2005 | 1 | -0.75% | -1.81% | -2.41% | -2.68% | $21,487 | $24,983 | $28,268 | $32,825 | -2.68% | -3.09% | 0.18% | 2.59% | 0.65% |
| 2005 | 2 | 1.01% | 1.53% | 1.95% | 2.07% | $21,704 | $25,366 | $28,820 | $33,505 | 2.07% | 3.15% | 0.21% | -1.24% | -0.63% |
| 2005 | 3 | -1.02% | -1.27% | -1.63% | -1.75% | $21,482 | $25,043 | $28,349 | $32,920 | -1.75% | -1.83% | 0.23% | -0.76% | -0.49% |
| 2005 | 4 | 0.78% | -0.74% | -1.31% | -2.32% | $21,649 | $24,858 | $27,978 | $32,155 | -2.32% | 1.92% | 0.23% | 3.22% | 1.35% |
| 2005 | 5 | 0.40% | 1.47% | 2.14% | 3.77% | $21,736 | $25,225 | $28,577 | $33,367 | 3.77% | -4.88% | 0.24% | 2.55% | 1.05% |
| 2005 | 6 | 1.99% | 1.36% | 1.46% | 0.81% | $22,169 | $25,566 | $28,994 | $33,638 | 0.81% | 5.47% | 0.25% | 1.64% | 0.55% |
| 2005 | 7 | -0.02% | 1.87% | 2.70% | 4.11% | $22,165 | $26,044 | $29,777 | $35,018 | 4.11% | -1.85% | 0.26% | -2.58% | -0.99% |
| 2005 | 8 | 0.77% | -0.15% | -0.44% | -0.94% | $22,335 | $26,006 | $29,645 | $34,688 | -0.94% | 0.99% | 0.28% | 2.87% | 1.36% |
| 2005 | 9 | 1.87% | 1.71% | 1.88% | 0.86% | $22,753 | $26,450 | $30,203 | $34,985 | 0.86% | 9.23% | 0.29% | -2.78% | -1.10% |
| 2005 | 10 | -0.95% | -1.19% | -1.56% | -1.86% | $22,536 | $26,136 | $29,733 | $34,333 | -1.86% | -0.53% | 0.29% | -1.74% | -0.81% |
| 2005 | 11 | 2.61% | 3.13% | 3.84% | 3.97% | $23,125 | $26,955 | $30,876 | $35,696 | 3.97% | 5.29% | 0.33% | 0.57% | 0.48% |
| 2005 | 12 | 1.60% | 0.83% | 0.75% | 0.14% | $23,496 | $27,177 | $31,108 | $35,745 | 0.14% | 3.50% | 0.32% | 2.33% | 0.99% |
| 2006 | 1 | 3.45% | 3.59% | 4.24% | 3.50% | $24,307 | $28,153 | $32,428 | $36,996 | 3.50% | 10.87% | 0.33% | -0.90% | -0.11% |
| 2006 | 2 | -0.32% | -0.25% | -0.32% | 0.00% | $24,229 | $28,082 | $32,324 | $36,996 | 0.00% | -2.24% | 0.37% | 0.81% | 0.37% |
| 2006 | 3 | 0.95% | 1.64% | 1.98% | 1.80% | $24,460 | $28,542 | $32,965 | $37,663 | 1.80% | 4.68% | 0.38% | -3.39% | -1.00% |
| 2006 | 4 | 2.82% | 2.36% | 2.52% | 1.11% | $25,150 | $29,217 | $33,795 | $38,081 | 1.11% | 10.65% | 0.38% | -1.96% | -0.21% |
| 2006 | 5 | -0.31% | -1.48% | -2.15% | -3.23% | $25,072 | $28,785 | $33,070 | $36,849 | -3.23% | 1.40% | 0.39% | -0.03% | -0.09% |
| 2006 | 6 | -1.51% | -0.93% | -0.95% | 0.17% | $24,693 | $28,519 | $32,755 | $36,913 | 0.17% | -6.05% | 0.40% | 0.71% | 0.10% |
| 2006 | 7 | 1.30% | 0.66% | 0.50% | -0.13% | $25,015 | $28,706 | $32,920 | $36,864 | -0.13% | 3.10% | 0.41% | 1.84% | 1.35% |
| 2006 | 8 | 1.00% | 1.35% | 1.67% | 2.31% | $25,265 | $29,095 | $33,470 | $37,717 | 2.31% | -1.42% | 0.42% | 2.74% | 1.64% |
| 2006 | 9 | 0.11% | 0.85% | 1.20% | 2.27% | $25,292 | $29,342 | $33,872 | $38,572 | 2.27% | -3.89% | 0.41% | 1.58% | 0.81% |
| 2006 | 10 | 1.38% | 2.25% | 2.85% | 3.53% | $25,641 | $30,002 | $34,839 | $39,934 | 3.53% | 0.75% | 0.40% | 0.77% | 0.72% |
| 2006 | 11 | 2.86% | 2.49% | 2.80% | 2.23% | $26,374 | $30,748 | $35,814 | $40,826 | 2.23% | 7.11% | 0.42% | 1.91% | 1.11% |
| 2006 | 12 | -0.72% | 0.29% | 0.49% | 1.13% | $26,186 | $30,839 | $35,988 | $41,289 | 1.13% | -2.27% | 0.41% | -2.14% | -0.48% |
| 2007 | 1 | 1.09% | 1.52% | 1.84% | 1.88% | $26,472 | $31,308 | $36,650 | $42,064 | 1.88% | 2.93% | 0.41% | -0.85% | -0.08% |
| 2007 | 2 | 0.95% | -0.29% | -0.74% | -1.61% | $26,724 | $31,218 | $36,378 | $41,386 | -1.61% | 2.11% | 0.42% | 2.93% | 1.50% |
| 2007 | 3 | -0.00% | 0.61% | 0.77% | 1.11% | $26,723 | $31,410 | $36,657 | $41,844 | 1.11% | -0.37% | 0.42% | -1.13% | 0.02% |
| 2007 | 4 | 1.90% | 2.69% | 3.40% | 4.01% | $27,231 | $32,254 | $37,903 | $43,523 | 4.01% | 2.30% | 0.41% | 0.86% | 0.51% |
| 2007 | 5 | -0.12% | 1.58% | 2.29% | 3.69% | $27,198 | $32,765 | $38,771 | $45,128 | 3.69% | -2.64% | 0.40% | -1.93% | -0.78% |
| 2007 | 6 | -0.88% | -1.14% | -1.50% | -1.67% | $26,958 | $32,392 | $38,191 | $44,374 | -1.67% | -1.30% | 0.39% | -0.88% | -0.39% |
| 2007 | 7 | 0.42% | -1.35% | -2.13% | -3.41% | $27,071 | $31,956 | $37,378 | $42,861 | -3.41% | 2.31% | 0.39% | 2.39% | 0.84% |
| 2007 | 8 | 1.20% | 1.20% | 1.37% | 1.45% | $27,396 | $32,340 | $37,889 | $43,483 | 1.45% | 0.98% | 0.40% | 1.97% | 1.34% |
| 2007 | 9 | 3.69% | 3.74% | 4.39% | 3.59% | $28,406 | $33,550 | $39,551 | $45,045 | 3.59% | 10.57% | 0.33% | 0.21% | 0.72% |
| 2007 | 10 | 2.56% | 2.22% | 2.49% | 1.85% | $29,134 | $34,293 | $40,535 | $45,879 | 1.85% | 6.26% | 0.31% | 1.40% | 0.93% |
| 2007 | 11 | -0.08% | -2.21% | -3.22% | -4.49% | $29,110 | $33,534 | $39,229 | $43,820 | -4.49% | -0.76% | 0.32% | 4.59% | 1.91% |
| 2007 | 12 | 1.59% | 0.87% | 0.72% | -0.60% | $29,573 | $33,827 | $39,509 | $43,556 | -0.60% | 6.41% | 0.26% | -0.48% | 0.22% |
| 2008 | 1 | 1.89% | -1.44% | -2.78% | -6.08% | $30,132 | $33,340 | $38,410 | $40,907 | -6.08% | 10.73% | 0.28% | 2.64% | 1.69% |
| 2008 | 2 | 0.84% | -0.68% | -1.31% | -3.07% | $30,385 | $33,115 | $37,906 | $39,651 | -3.07% | 5.23% | 0.16% | 0.35% | 0.19% |
| 2008 | 3 | -0.95% | -0.93% | -1.10% | -0.58% | $30,098 | $32,808 | $37,491 | $39,420 | -0.58% | -3.91% | 0.15% | 1.02% | 0.30% |
| 2008 | 4 | -1.17% | 1.39% | 2.37% | 5.02% | $29,747 | $33,264 | $38,381 | $41,399 | 5.02% | -6.70% | 0.11% | -1.84% | -0.30% |
| 2008 | 5 | 0.42% | 1.28% | 1.73% | 2.09% | $29,873 | $33,689 | $39,044 | $42,266 | 2.09% | 1.69% | 0.12% | -2.13% | -0.79% |
| 2008 | 6 | -0.16% | -3.56% | -5.22% | -8.19% | $29,824 | $32,488 | $37,004 | $38,803 | -8.19% | 5.02% | 0.15% | 1.80% | -0.01% |
| 2008 | 7 | -0.41% | -0.60% | -0.77% | -0.77% | $29,702 | $32,294 | $36,718 | $38,505 | -0.77% | -1.32% | 0.16% | 0.30% | 0.00% |
| 2008 | 8 | -1.41% | -0.38% | -0.12% | 1.58% | $29,283 | $32,170 | $36,672 | $39,114 | 1.58% | -9.26% | 0.14% | 1.80% | 0.70% |
| 2008 | 9 | -0.86% | -4.49% | -6.34% | -9.26% | $29,032 | $30,724 | $34,347 | $35,491 | -9.26% | 6.18% | 0.14% | 0.28% | -1.10% |
| 2008 | 10 | -9.32% | -12.39% | -15.97% | -17.63% | $26,326 | $26,919 | $28,861 | $29,234 | -17.63% | -17.38% | 0.08% | -3.63% | -2.53% |
| 2008 | 11 | 4.25% | -1.68% | -3.54% | -7.90% | $27,444 | $26,467 | $27,839 | $26,924 | -7.90% | 11.46% | 0.04% | 12.07% | 3.64% |
| 2008 | 12 | 4.63% | 2.58% | 2.91% | 1.86% | $28,714 | $27,150 | $28,650 | $27,424 | 1.86% | 6.78% | 0.00% | 8.87% | 3.32% |
| 2009 | 1 | -2.75% | -3.79% | -5.40% | -8.26% | $27,925 | $26,122 | $27,102 | $25,159 | -8.26% | 5.72% | 0.01% | -8.47% | -0.70% |
| 2009 | 2 | -1.74% | -4.96% | -7.05% | -10.45% | $27,440 | $24,826 | $25,190 | $22,530 | -10.45% | 3.53% | 0.02% | -1.01% | -0.42% |
| 2009 | 3 | 2.05% | 3.85% | 5.54% | 8.65% | $28,001 | $25,782 | $26,585 | $24,480 | 8.65% | -3.73% | 0.02% | 5.27% | 1.48% |
| 2009 | 4 | 0.23% | 4.94% | 7.07% | 10.61% | $28,066 | $27,055 | $28,465 | $27,076 | 10.61% | -3.63% | 0.02% | -4.99% | 0.36% |
| 2009 | 5 | 3.45% | 4.66% | 5.70% | 5.38% | $29,035 | $28,316 | $30,086 | $28,532 | 5.38% | 10.44% | 0.01% | -2.68% | 0.85% |
| 2009 | 6 | -0.92% | -0.41% | -0.37% | 0.34% | $28,768 | $28,200 | $29,976 | $28,630 | 0.34% | -4.20% | 0.01% | 0.70% | 0.54% |
| 2009 | 7 | 2.28% | 4.59% | 6.08% | 7.82% | $29,424 | $29,494 | $31,799 | $30,870 | 7.82% | 0.48% | 0.02% | 0.80% | 1.43% |
| 2009 | 8 | 1.81% | 2.46% | 3.11% | 3.63% | $29,955 | $30,220 | $32,788 | $31,990 | 3.63% | 1.76% | 0.02% | 1.68% | 1.01% |
| 2009 | 9 | 2.66% | 3.20% | 3.94% | 4.23% | $30,752 | $31,186 | $34,080 | $33,342 | 4.23% | 4.21% | 0.01% | 1.98% | 1.19% |
| 2009 | 10 | 0.06% | -0.79% | -1.31% | -2.57% | $30,769 | $30,942 | $33,634 | $32,485 | -2.57% | 4.44% | 0.01% | -1.45% | 0.41% |
| 2009 | 11 | 5.35% | 5.38% | 6.33% | 5.63% | $32,414 | $32,606 | $35,764 | $34,313 | 5.63% | 13.05% | 0.00% | 1.91% | 1.36% |
| 2009 | 12 | -2.65% | 0.18% | 0.82% | 2.86% | $31,554 | $32,663 | $36,057 | $35,294 | 2.86% | -7.51% | 0.01% | -5.66% | -1.68% |
| 2010 | 1 | -0.41% | -1.81% | -2.59% | -3.50% | $31,423 | $32,072 | $35,123 | $34,059 | -3.50% | -0.83% | 0.01% | 2.66% | 1.57% |
| 2010 | 2 | 1.45% | 2.27% | 2.94% | 3.36% | $31,878 | $32,798 | $36,155 | $35,204 | 3.36% | 2.76% | 0.01% | -0.21% | 0.20% |
| 2010 | 3 | 1.33% | 3.52% | 4.77% | 6.27% | $32,303 | $33,951 | $37,880 | $37,411 | 6.27% | 0.65% | 0.01% | -1.51% | -0.08% |
| 2010 | 4 | 2.68% | 2.22% | 2.58% | 2.17% | $33,168 | $34,706 | $38,858 | $38,224 | 2.17% | 5.71% | 0.01% | 2.76% | 1.06% |
| 2010 | 5 | -0.40% | -3.99% | -5.59% | -8.00% | $33,036 | $33,321 | $36,688 | $35,166 | -8.00% | 2.40% | 0.01% | 4.23% | 0.87% |
| 2010 | 6 | 0.66% | -2.30% | -3.50% | -5.66% | $33,255 | $32,554 | $35,404 | $33,175 | -5.66% | 3.02% | 0.01% | 4.67% | 1.61% |
| 2010 | 7 | 0.20% | 3.09% | 4.44% | 6.99% | $33,322 | $33,559 | $36,974 | $35,495 | 6.99% | -6.03% | 0.02% | -0.17% | 0.94% |
| 2010 | 8 | 2.04% | -1.59% | -2.62% | -4.75% | $34,003 | $33,025 | $36,007 | $33,810 | -4.75% | 6.59% | 0.01% | 7.08% | 1.48% |
| 2010 | 9 | 3.09% | 5.96% | 7.84% | 9.47% | $35,052 | $34,992 | $38,829 | $37,011 | 9.47% | 4.90% | 0.01% | -1.82% | -0.01% |
| 2010 | 10 | 0.99% | 2.75% | 3.48% | 3.94% | $35,398 | $35,954 | $40,180 | $38,470 | 3.94% | 3.04% | 0.01% | -3.29% | 0.36% |
| 2010 | 11 | 0.47% | 0.66% | 0.78% | 0.58% | $35,565 | $36,190 | $40,493 | $38,692 | 0.58% | 2.73% | 0.01% | -1.60% | -0.57% |
| 2010 | 12 | 1.44% | 4.01% | 5.34% | 6.81% | $36,076 | $37,642 | $42,655 | $41,327 | 6.81% | 1.59% | 0.01% | -3.58% | -1.15% |
| 2011 | 1 | -1.44% | 0.38% | 0.81% | 2.19% | $35,556 | $37,785 | $43,000 | $42,230 | 2.19% | -5.59% | 0.01% | -2.38% | 0.08% |
| 2011 | 2 | 2.76% | 2.93% | 3.64% | 3.60% | $36,537 | $38,893 | $44,565 | $43,749 | 3.60% | 6.33% | 0.01% | 1.24% | 0.16% |
| 2011 | 3 | 0.62% | 0.54% | 0.63% | 0.45% | $36,762 | $39,104 | $44,845 | $43,946 | 0.45% | 1.98% | 0.01% | 0.02% | -0.01% |
| 2011 | 4 | 2.96% | 2.87% | 3.37% | 2.99% | $37,851 | $40,225 | $46,358 | $45,260 | 2.99% | 6.71% | 0.01% | 2.04% | 1.32% |
| 2011 | 5 | 0.51% | -0.46% | -0.75% | -1.16% | $38,042 | $40,041 | $46,012 | $44,734 | -1.16% | 0.07% | 0.00% | 3.29% | 1.30% |
| 2011 | 6 | -1.47% | -1.37% | -1.69% | -1.79% | $37,482 | $39,494 | $45,235 | $43,935 | -1.79% | -2.02% | 0.01% | -2.00% | -0.39% |
| 2011 | 7 | 2.52% | 0.21% | -0.33% | -2.28% | $38,425 | $39,575 | $45,086 | $42,932 | -2.28% | 8.17% | 0.00% | 4.18% | 1.58% |
| 2011 | 8 | 3.78% | -1.15% | -2.41% | -5.99% | $39,876 | $39,119 | $44,000 | $40,358 | -5.99% | 11.36% | 0.01% | 8.68% | 1.46% |
| 2011 | 9 | -1.99% | -5.76% | -7.38% | -7.75% | $39,083 | $36,865 | $40,753 | $37,229 | -7.75% | -10.67% | 0.00% | 10.16% | 0.89% |
| 2011 | 10 | 2.97% | 6.86% | 9.26% | 11.51% | $40,242 | $39,395 | $44,528 | $41,513 | 11.51% | 6.30% | 0.00% | -3.34% | 0.16% |
| 2011 | 11 | 0.82% | 0.04% | 0.00% | -0.29% | $40,571 | $39,411 | $44,530 | $41,394 | -0.29% | 1.39% | 0.00% | 1.82% | -0.30% |
| 2011 | 12 | -2.24% | -1.56% | -1.49% | 0.80% | $39,664 | $38,795 | $43,867 | $41,724 | 0.80% | -12.31% | 0.00% | 3.13% | 1.08% |
| 2012 | 1 | 4.77% | 5.01% | 5.99% | 5.08% | $41,555 | $40,740 | $46,492 | $43,844 | 5.08% | 13.91% | 0.00% | 0.08% | 0.87% |
| 2012 | 2 | 0.97% | 2.58% | 3.40% | 4.26% | $41,958 | $41,791 | $48,074 | $45,711 | 4.26% | 1.49% | 0.01% | -2.11% | -0.05% |
| 2012 | 3 | -1.74% | 0.66% | 1.28% | 3.07% | $41,230 | $42,065 | $48,691 | $47,113 | 3.07% | -6.07% | 0.01% | -3.77% | -0.58% |
| 2012 | 4 | 0.64% | -0.32% | -0.50% | -0.65% | $41,493 | $41,932 | $48,450 | $46,805 | -0.65% | -0.68% | 0.01% | 4.37% | 1.14% |
| 2012 | 5 | -1.29% | -4.27% | -5.49% | -6.24% | $40,956 | $40,141 | $45,790 | $43,886 | -6.24% | -5.65% | 0.01% | 7.79% | 0.95% |
| 2012 | 6 | 1.27% | 2.58% | 3.34% | 3.91% | $41,475 | $41,175 | $47,319 | $45,602 | 3.91% | 2.60% | 0.01% | -1.44% | 0.04% |
| 2012 | 7 | 1.46% | 1.00% | 1.13% | 1.03% | $42,079 | $41,586 | $47,855 | $46,073 | 1.03% | 1.47% | 0.01% | 3.32% | 1.39% |
| 2012 | 8 | 0.76% | 1.62% | 2.11% | 2.48% | $42,398 | $42,258 | $48,864 | $47,216 | 2.48% | 1.63% | 0.01% | -1.06% | 0.03% |
| 2012 | 9 | 2.08% | 2.61% | 3.11% | 2.58% | $43,281 | $43,363 | $50,382 | $48,433 | 2.58% | 7.73% | 0.01% | -2.10% | 0.11% |
| 2012 | 10 | -1.40% | -1.47% | -1.81% | -1.76% | $42,673 | $42,727 | $49,472 | $47,582 | -1.76% | -3.21% | 0.01% | -0.43% | 0.11% |
| 2012 | 11 | 0.62% | 0.50% | 0.63% | 0.74% | $42,939 | $42,941 | $49,786 | $47,933 | 0.74% | 0.41% | 0.01% | 1.35% | 0.19% |
| 2012 | 12 | -1.21% | 0.02% | 0.26% | 1.19% | $42,417 | $42,949 | $49,918 | $48,506 | 1.19% | -3.97% | 0.01% | -1.99% | -0.20% |
| 2013 | 1 | 0.67% | 2.98% | 4.12% | 5.50% | $42,700 | $44,230 | $51,974 | $51,173 | 5.50% | 0.44% | 0.00% | -3.27% | -0.71% |
| 2013 | 2 | -0.50% | 0.13% | 0.36% | 1.28% | $42,485 | $44,287 | $52,160 | $51,826 | 1.28% | -4.58% | 0.01% | 1.26% | 0.54% |
| 2013 | 3 | 1.19% | 2.31% | 3.07% | 3.88% | $42,992 | $45,311 | $53,762 | $53,839 | 3.88% | 0.61% | 0.01% | 0.03% | 0.08% |
| 2013 | 4 | -0.52% | 0.01% | 0.31% | 1.70% | $42,768 | $45,314 | $53,930 | $54,754 | 1.70% | -8.09% | 0.01% | 3.87% | 0.91% |
| 2013 | 5 | -2.04% | 0.48% | 1.04% | 2.32% | $41,897 | $45,532 | $54,489 | $56,025 | 2.32% | -5.07% | 0.00% | -6.23% | -1.71% |
| 2013 | 6 | -4.25% | -2.72% | -2.84% | -1.27% | $40,117 | $44,292 | $52,941 | $55,312 | -1.27% | -14.52% | 0.00% | -3.26% | -1.65% |
| 2013 | 7 | 3.46% | 4.59% | 5.68% | 5.49% | $41,504 | $46,325 | $55,946 | $58,346 | 5.49% | 10.28% | 0.00% | -1.93% | 0.20% |
| 2013 | 8 | 0.60% | -0.69% | -1.22% | -2.82% | $41,755 | $46,004 | $55,264 | $56,698 | -2.82% | 6.10% | 0.00% | -1.28% | -0.64% |
| 2013 | 9 | -0.27% | 1.30% | 1.97% | 3.66% | $41,643 | $46,603 | $56,351 | $58,776 | 3.66% | -4.89% | 0.00% | 0.88% | 0.96% |
| 2013 | 10 | 1.34% | 2.43% | 3.21% | 4.22% | $42,202 | $47,734 | $58,158 | $61,259 | 4.22% | -0.19% | 0.00% | 1.32% | 0.78% |
| 2013 | 11 | -1.24% | 0.75% | 1.33% | 2.88% | $41,678 | $48,092 | $58,933 | $63,024 | 2.88% | -5.36% | 0.00% | -2.49% | -0.35% |
| 2013 | 12 | -0.81% | 0.87% | 1.41% | 2.63% | $41,342 | $48,509 | $59,766 | $64,682 | 2.63% | -3.87% | 0.01% | -2.37% | -0.65% |
| 2014 | 1 | 1.75% | -0.90% | -1.60% | -3.11% | $42,067 | $48,074 | $58,812 | $62,672 | -3.11% | 3.86% | 0.01% | 6.26% | 1.54% |
| 2014 | 2 | 2.82% | 3.57% | 4.50% | 4.73% | $43,255 | $49,789 | $61,458 | $65,638 | 4.73% | 6.04% | 0.00% | 0.60% | 0.48% |
| 2014 | 3 | -0.40% | -0.16% | -0.06% | 0.51% | $43,080 | $49,707 | $61,424 | $65,976 | 0.51% | -2.62% | 0.00% | 0.63% | -0.15% |
| 2014 | 4 | 0.42% | 0.11% | 0.08% | 0.06% | $43,261 | $49,762 | $61,476 | $66,017 | 0.06% | -0.25% | 0.00% | 1.82% | 0.77% |
| 2014 | 5 | 0.49% | 0.88% | 1.26% | 2.17% | $43,474 | $50,203 | $62,251 | $67,451 | 2.17% | -2.95% | 0.00% | 2.73% | 1.05% |
| 2014 | 6 | 1.86% | 2.20% | 2.69% | 2.54% | $44,283 | $51,307 | $63,924 | $69,162 | 2.54% | 5.16% | 0.00% | -0.16% | 0.11% |
| 2014 | 7 | -0.91% | -1.47% | -1.85% | -1.98% | $43,879 | $50,555 | $62,741 | $67,793 | -1.98% | -2.26% | 0.00% | 0.59% | -0.26% |
| 2014 | 8 | 2.12% | 2.47% | 3.25% | 4.18% | $44,808 | $51,802 | $64,783 | $70,629 | 4.18% | 0.04% | 0.00% | 4.23% | 1.13% |
| 2014 | 9 | -2.35% | -2.08% | -2.47% | -2.14% | $43,754 | $50,725 | $63,185 | $69,120 | -2.14% | -5.39% | 0.00% | -1.99% | -0.72% |
| 2014 | 10 | 0.37% | 1.06% | 1.57% | 2.74% | $43,914 | $51,264 | $64,177 | $71,014 | 2.74% | -4.30% | 0.00% | 2.61% | 0.94% |
| 2014 | 11 | 1.74% | 1.67% | 2.12% | 2.41% | $44,678 | $52,122 | $65,541 | $72,725 | 2.41% | 1.59% | 0.00% | 2.86% | 0.65% |
| 2014 | 12 | 1.19% | 0.27% | 0.26% | -0.01% | $45,212 | $52,263 | $65,713 | $72,721 | -0.01% | 1.97% | 0.00% | 2.82% | 0.09% |
| 2015 | 1 | 2.67% | -0.50% | -1.17% | -2.77% | $46,421 | $52,000 | $64,942 | $70,705 | -2.77% | 4.50% | 0.00% | 8.97% | 2.31% |
| 2015 | 2 | -1.07% | 2.35% | 3.56% | 5.76% | $45,924 | $53,224 | $67,253 | $74,780 | 5.76% | -3.67% | 0.00% | -5.66% | -1.08% |
| 2015 | 3 | -0.53% | -0.84% | -1.07% | -1.04% | $45,681 | $52,774 | $66,533 | $74,004 | -1.04% | -2.22% | 0.00% | 1.13% | 0.41% |
| 2015 | 4 | -0.82% | 0.10% | 0.20% | 0.42% | $45,306 | $52,824 | $66,665 | $74,316 | 0.42% | -0.57% | 0.00% | -3.07% | -0.36% |
| 2015 | 5 | 0.04% | 0.84% | 1.14% | 1.39% | $45,325 | $53,270 | $67,427 | $75,349 | 1.39% | 0.94% | 0.00% | -2.16% | -0.45% |
| 2015 | 6 | -1.78% | -1.35% | -1.64% | -1.71% | $44,519 | $52,548 | $66,320 | $74,061 | -1.71% | -1.71% | 0.00% | -3.73% | -1.01% |
| 2015 | 7 | -0.09% | 0.08% | 0.37% | 1.63% | $44,479 | $52,591 | $66,566 | $75,269 | 1.63% | -6.20% | 0.00% | 4.21% | 0.76% |
| 2015 | 8 | -0.93% | -2.95% | -4.14% | -6.03% | $44,063 | $51,040 | $63,807 | $70,734 | -6.03% | 3.33% | 0.01% | -0.71% | -0.36% |
| 2015 | 9 | -0.66% | -1.74% | -2.38% | -2.93% | $43,772 | $50,149 | $62,285 | $68,659 | -2.93% | -1.85% | 0.01% | 1.91% | 0.76% |
| 2015 | 10 | 2.34% | 4.57% | 6.20% | 7.84% | $44,795 | $52,443 | $66,144 | $74,045 | 7.84% | 2.54% | 0.00% | -0.48% | 0.01% |
| 2015 | 11 | -1.78% | -0.77% | -0.65% | 0.54% | $43,997 | $52,037 | $65,711 | $74,445 | 0.54% | -7.04% | 0.01% | -0.81% | -0.27% |
| 2015 | 12 | -0.64% | -1.21% | -1.61% | -2.03% | $43,715 | $51,406 | $64,656 | $72,935 | -2.03% | -0.18% | 0.02% | -0.34% | -0.38% |
| 2016 | 1 | 1.12% | -2.17% | -3.38% | -5.67% | $44,203 | $50,291 | $62,472 | $68,799 | -5.67% | 4.89% | 0.01% | 5.24% | 1.43% |
| 2016 | 2 | 3.61% | 1.87% | 1.84% | -0.04% | $45,799 | $51,229 | $63,622 | $68,770 | -0.04% | 11.07% | 0.03% | 2.86% | 0.66% |
| 2016 | 3 | 1.64% | 3.83% | 5.17% | 7.01% | $46,552 | $53,190 | $66,910 | $73,591 | 7.01% | 0.17% | 0.03% | 0.05% | 0.94% |
| 2016 | 4 | 1.07% | 1.06% | 1.16% | 0.63% | $47,051 | $53,754 | $67,687 | $74,053 | 0.63% | 3.93% | 0.02% | -0.63% | 0.38% |
| 2016 | 5 | -1.01% | -0.03% | 0.31% | 1.79% | $46,574 | $53,736 | $67,897 | $75,380 | 1.79% | -5.72% | 0.02% | 0.69% | 0.01% |
| 2016 | 6 | 4.14% | 1.89% | 1.82% | 0.23% | $48,501 | $54,749 | $69,134 | $75,550 | 0.23% | 8.96% | 0.03% | 6.57% | 1.94% |
| 2016 | 7 | 1.90% | 2.51% | 3.27% | 3.95% | $49,421 | $56,125 | $71,394 | $78,535 | 3.95% | 1.61% | 0.02% | 2.01% | 0.64% |
| 2016 | 8 | -0.79% | -0.24% | -0.18% | 0.26% | $49,032 | $55,990 | $71,264 | $78,738 | 0.26% | -2.44% | 0.02% | -1.00% | -0.17% |
| 2016 | 9 | -0.04% | 0.22% | 0.25% | 0.15% | $49,015 | $56,115 | $71,443 | $78,856 | 0.15% | 1.01% | 0.03% | -1.32% | -0.09% |
| 2016 | 10 | -2.56% | -1.92% | -2.31% | -2.21% | $47,763 | $55,040 | $69,792 | $77,109 | -2.21% | -3.82% | 0.02% | -4.23% | -0.81% |
| 2016 | 11 | -2.55% | 1.03% | 2.05% | 4.44% | $46,544 | $55,606 | $71,220 | $80,530 | 4.44% | -7.38% | 0.03% | -7.86% | -2.64% |
| 2016 | 12 | -0.17% | 0.79% | 1.16% | 1.92% | $46,464 | $56,045 | $72,045 | $82,076 | 1.92% | -2.73% | 0.04% | -0.35% | 0.24% |
| 2017 | 1 | 2.11% | 1.98% | 2.34% | 1.91% | $47,443 | $57,152 | $73,729 | $83,643 | 1.91% | 5.84% | 0.04% | 0.65% | 0.29% |
| 2017 | 2 | 2.24% | 2.69% | 3.38% | 3.71% | $48,505 | $58,691 | $76,223 | $86,747 | 3.71% | 3.53% | 0.04% | 1.57% | 0.66% |
| 2017 | 3 | -0.34% | -0.10% | -0.09% | 0.07% | $48,339 | $58,631 | $76,155 | $86,804 | 0.07% | -0.86% | 0.04% | -0.59% | -0.07% |
| 2017 | 4 | 1.12% | 0.97% | 1.13% | 1.05% | $48,881 | $59,202 | $77,014 | $87,716 | 1.05% | 1.74% | 0.06% | 1.58% | 0.76% |
| 2017 | 5 | 0.69% | 0.66% | 0.81% | 1.01% | $49,219 | $59,594 | $77,641 | $88,598 | 1.01% | -0.02% | 0.07% | 1.73% | 0.67% |
| 2017 | 6 | -0.08% | 0.23% | 0.40% | 0.92% | $49,178 | $59,733 | $77,954 | $89,414 | 0.92% | -1.89% | 0.08% | 0.63% | 0.01% |
| 2017 | 7 | 0.85% | 1.40% | 1.74% | 1.87% | $49,596 | $60,571 | $79,313 | $91,083 | 1.87% | 2.04% | 0.08% | -0.59% | 0.39% |
| 2017 | 8 | 1.75% | 0.75% | 0.72% | 0.15% | $50,462 | $61,023 | $79,883 | $91,216 | 0.15% | 3.49% | 0.09% | 3.27% | 0.85% |
| 2017 | 9 | -0.50% | 0.94% | 1.44% | 2.45% | $50,210 | $61,598 | $81,034 | $93,454 | 2.45% | -2.18% | 0.08% | -2.27% | -0.54% |
| 2017 | 10 | 0.31% | 1.08% | 1.49% | 2.16% | $50,367 | $62,263 | $82,240 | $95,470 | 2.16% | -1.01% | 0.09% | -0.02% | 0.11% |
| 2017 | 11 | 1.17% | 1.82% | 2.41% | 3.04% | $50,956 | $63,396 | $84,221 | $98,376 | 3.04% | 0.79% | 0.09% | 0.63% | -0.17% |
| 2017 | 12 | 0.93% | 0.77% | 0.92% | 0.99% | $51,432 | $63,883 | $84,997 | $99,355 | 0.99% | 0.84% | 0.10% | 1.78% | 0.44% |
| 2018 | 1 | 1.55% | 3.40% | 4.50% | 5.31% | $52,229 | $66,055 | $88,821 | $104,628 | 5.31% | 4.19% | 0.11% | -3.40% | -1.09% |
| 2018 | 2 | -2.14% | -2.52% | -3.21% | -3.72% | $51,112 | $64,393 | $85,972 | $100,740 | -3.72% | -2.02% | 0.12% | -2.89% | -1.03% |
| 2018 | 3 | 0.29% | -0.92% | -1.37% | -1.99% | $51,262 | $63,799 | $84,794 | $98,731 | -1.99% | 0.46% | 0.14% | 2.75% | 0.63% |
| 2018 | 4 | -0.57% | -0.02% | 0.08% | 0.38% | $50,970 | $63,787 | $84,860 | $99,105 | 0.38% | -0.80% | 0.14% | -2.04% | -0.83% |
| 2018 | 5 | 1.02% | 1.55% | 2.06% | 2.79% | $51,488 | $64,779 | $86,607 | $101,871 | 2.79% | -0.60% | 0.15% | 1.79% | 0.61% |
| 2018 | 6 | -0.69% | -0.22% | -0.11% | 0.68% | $51,132 | $64,634 | $86,511 | $102,563 | 0.68% | -4.21% | 0.16% | 0.66% | 0.03% |
| 2018 | 7 | -0.04% | 1.51% | 2.15% | 3.34% | $51,114 | $65,610 | $88,373 | $105,985 | 3.34% | -2.36% | 0.16% | -1.28% | 0.03% |
| 2018 | 8 | 0.85% | 1.81% | 2.44% | 3.44% | $51,550 | $66,797 | $90,534 | $109,633 | 3.44% | -1.52% | 0.17% | 1.18% | 0.52% |
| 2018 | 9 | -0.90% | -0.14% | -0.10% | 0.16% | $51,088 | $66,704 | $90,439 | $109,808 | 0.16% | -1.26% | 0.17% | -2.74% | -0.54% |
| 2018 | 10 | -2.07% | -3.98% | -5.44% | -7.40% | $50,032 | $64,048 | $85,522 | $101,680 | -7.40% | 2.33% | 0.18% | -2.82% | -0.73% |
| 2018 | 11 | 1.05% | 1.27% | 1.64% | 2.06% | $50,559 | $64,864 | $86,920 | $103,776 | 2.06% | 0.21% | 0.19% | 1.78% | 0.53% |
| 2018 | 12 | 0.25% | -4.12% | -6.11% | -9.29% | $50,687 | $62,191 | $81,612 | $94,132 | -9.29% | 5.05% | 0.19% | 5.50% | 1.80% |
| 2019 | 1 | 3.19% | 5.42% | 7.06% | 8.59% | $52,301 | $65,563 | $87,373 | $102,214 | 8.59% | 3.46% | 0.20% | 0.49% | 1.01% |
| 2019 | 2 | 0.57% | 1.96% | 2.61% | 3.50% | $52,601 | $66,846 | $89,655 | $105,793 | 3.50% | -0.31% | 0.20% | -1.31% | -0.06% |
| 2019 | 3 | 1.30% | 0.87% | 1.03% | 1.44% | $53,283 | $67,428 | $90,577 | $107,312 | 1.44% | -1.80% | 0.20% | 5.47% | 1.96% |
| 2019 | 4 | 0.41% | 2.19% | 2.93% | 3.98% | $53,504 | $68,906 | $93,230 | $111,579 | 3.98% | -1.01% | 0.20% | -1.88% | 0.04% |
| 2019 | 5 | 0.10% | -3.37% | -4.72% | -6.45% | $53,557 | $66,583 | $88,833 | $104,385 | -6.45% | 1.03% | 0.20% | 6.65% | 1.83% |
| 2019 | 6 | 4.23% | 5.41% | 6.66% | 6.97% | $55,825 | $70,185 | $94,748 | $111,660 | 6.97% | 8.76% | 0.19% | 1.01% | 1.15% |
| 2019 | 7 | 0.79% | 1.05% | 1.30% | 1.44% | $56,264 | $70,921 | $95,979 | $113,266 | 1.44% | 1.32% | 0.17% | 0.22% | 0.23% |
| 2019 | 8 | 3.96% | 0.38% | -0.19% | -2.03% | $58,494 | $71,193 | $95,800 | $110,972 | -2.03% | 7.06% | 0.17% | 10.68% | 2.78% |
| 2019 | 9 | -0.98% | 0.40% | 0.74% | 1.70% | $57,920 | $71,477 | $96,510 | $112,862 | 1.70% | -2.82% | 0.16% | -2.62% | -0.60% |
| 2019 | 10 | 0.70% | 1.47% | 1.85% | 2.10% | $58,325 | $72,525 | $98,295 | $115,228 | 2.10% | 1.73% | 0.15% | -1.10% | 0.21% |
| 2019 | 11 | -0.00% | 1.56% | 2.29% | 3.77% | $58,325 | $73,655 | $100,543 | $119,575 | 3.77% | -3.36% | 0.13% | -0.39% | -0.06% |
| 2019 | 12 | 0.93% | 2.15% | 2.69% | 2.85% | $58,865 | $75,239 | $103,248 | $122,983 | 2.85% | 3.74% | 0.13% | -3.00% | -0.15% |
| 2020 | 1 | 2.98% | 0.98% | 0.84% | -0.08% | $60,620 | $75,978 | $104,118 | $122,890 | -0.08% | 4.58% | 0.13% | 7.29% | 2.11% |
| 2020 | 2 | 0.17% | -3.92% | -5.65% | -8.18% | $60,724 | $72,999 | $98,232 | $112,840 | -8.18% | 1.62% | 0.13% | 6.58% | 1.71% |
| 2020 | 3 | -1.48% | -7.25% | -10.04% | -13.78% | $59,825 | $67,704 | $88,371 | $97,293 | -13.78% | -0.06% | 0.10% | 5.67% | -0.59% |
| 2020 | 4 | 4.64% | 7.73% | 10.47% | 13.25% | $62,603 | $72,938 | $97,626 | $110,182 | 13.25% | 5.83% | 0.01% | 1.81% | 1.69% |
| 2020 | 5 | 1.05% | 3.09% | 4.15% | 5.38% | $63,262 | $75,189 | $101,680 | $116,107 | 5.38% | 1.52% | 0.01% | -1.67% | 0.54% |
| 2020 | 6 | 1.22% | 1.69% | 2.11% | 2.28% | $64,034 | $76,458 | $103,826 | $118,753 | 2.28% | 2.28% | 0.01% | 0.40% | 0.70% |
| 2020 | 7 | 5.24% | 5.01% | 6.05% | 5.64% | $67,389 | $80,286 | $110,112 | $125,451 | 5.64% | 11.13% | 0.01% | 4.17% | 1.55% |
| 2020 | 8 | 0.54% | 3.76% | 5.20% | 7.18% | $67,750 | $83,307 | $115,841 | $134,454 | 7.18% | -0.38% | 0.01% | -4.71% | -1.02% |
| 2020 | 9 | -1.71% | -2.58% | -3.25% | -3.57% | $66,591 | $81,159 | $112,079 | $129,651 | -3.57% | -3.60% | 0.01% | 0.78% | 0.08% |
| Style Category | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv |
|---|---|---|---|
| Large-cap Value | 9.77% | 17.53% | 35.27% |
| Large-cap Growth | 27.51% | 36.66% | 46.73% |
| Mid-cap Value | 10.55% | 11.88% | 4.24% |
| Mid-cap Growth | 2.50% | 4.04% | 7.15% |
| Small-cap Value | 0.00% | 0.00% | 4.06% |
| Small-cap Growth | 0.00% | 0.00% | 1.89% |
| Global ex-US Developed Markets | 0.00% | 0.00% | 0.13% |
| Emerging Markets | 7.92% | 7.80% | 0.54% |
| Corporate Bonds | 0.00% | 0.00% | 0.00% |
| Long-Term Treasuries | 0.00% | 0.00% | 0.00% |
| Intermediate-Term Treasuries | 17.04% | 16.56% | 0.00% |
| Short-Term Treasuries | 24.71% | 5.53% | 0.00% |
| R Squared | 93.23% | 96.03% | 99.85% |
| Style analysis is based on monthly returns from Apr 2005 to Sep 2020 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. | |||
| Ticker | Name | Category | Weight | ER | P/E | Duration | Return Contribution | Risk Contribution |
|---|---|---|---|---|---|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Large Blend | 55.00% | 0.14% | 25.59 | $51,019 | 90.37% | |
| VBMFX | Vanguard Total Bond Market Index Inv | Intermediate Core Bond | 15.00% | 0.15% | 6.55 | $6,540 | 0.82% | |
| ^GOLD | Gold Price Index | Index | 15.00% | $11,248 | 8.81% | |||
| CASHX | Cash | Cash | 15.00% | 0.00 | $2,352 | 0.00% | ||
| 100.00% | 0.14% | 25.59 | 3.27 | $71,159 | 100.00% |
| Ticker | Name | Category | Weight | ER | P/E | Duration | Return Contribution | Risk Contribution |
|---|---|---|---|---|---|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Large Blend | 75.00% | 0.14% | 25.59 | $83,165 | 94.68% | |
| VBMFX | Vanguard Total Bond Market Index Inv | Intermediate Core Bond | 10.00% | 0.15% | 6.55 | $5,209 | 0.26% | |
| ^GOLD | Gold Price Index | Index | 15.00% | $13,705 | 5.06% | |||
| 100.00% | 0.14% | 25.59 | 6.55 | $102,079 | 100.00% |
Fund fundamentals data as of 10/27/2020. (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.
| Metric | RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv |
|---|---|---|---|---|
| Arithmetic Mean (monthly) | 0.59% | 0.66% | 0.78% | 0.87% |
| Arithmetic Mean (annualized) | 7.26% | 8.24% | 9.83% | 10.92% |
| Geometric Mean (monthly) | 0.57% | 0.63% | 0.73% | 0.77% |
| Geometric Mean (annualized) | 7.07% | 7.84% | 9.10% | 9.67% |
| Volatility (monthly) | 1.72% | 2.49% | 3.32% | 4.34% |
| Volatility (annualized) | 5.97% | 8.61% | 11.52% | 15.02% |
| Downside Deviation (monthly) | 0.97% | 1.60% | 2.19% | 2.94% |
| Max. Drawdown | -13.36% | -27.61% | -37.85% | -50.89% |
| US Market Correlation | 0.53 | 0.95 | 0.98 | 1.00 |
| Beta(*) | 0.21 | 0.55 | 0.75 | 1.00 |
| Alpha (annualized) | 4.84% | 2.25% | 1.62% | 0.00% |
| R2 | 28.10% | 90.86% | 95.17% | 100.00% |
| Sharpe Ratio | 0.78 | 0.65 | 0.61 | 0.53 |
| Sortino Ratio | 1.28 | 0.95 | 0.89 | 0.77 |
| Treynor Ratio (%) | 22.11 | 10.19 | 9.41 | 8.04 |
| Calmar Ratio | 2.35 | 0.88 | 0.75 | 0.55 |
| Active Return | -2.60% | -1.84% | -0.57% | N/A |
| Tracking Error | 12.89% | 7.29% | 4.55% | N/A |
| Information Ratio | -0.20 | -0.25 | -0.13 | N/A |
| Skewness | -0.43 | -0.79 | -0.79 | -0.75 |
| Excess Kurtosis | 2.97 | 2.52 | 2.32 | 1.56 |
| Historical Value-at-Risk (5%) | -2.05% | -3.93% | -5.43% | -7.80% |
| Analytical Value-at-Risk (5%) | -2.25% | -3.47% | -4.72% | -6.26% |
| Conditional Value-at-Risk (5%) | -3.14% | -5.47% | -7.51% | -10.19% |
| Upside Capture Ratio (%) | 29.86 | 57.34 | 76.48 | 100.00 |
| Downside Capture Ratio (%) | 9.52 | 50.17 | 71.32 | 100.00 |
| Safe Withdrawal Rate | 6.45% | 7.27% | 8.18% | 8.94% |
| Perpetual Withdrawal Rate | 4.67% | 5.36% | 6.48% | 6.99% |
| Positive Periods | 217 out of 333 (65.17%) | 220 out of 333 (66.07%) | 220 out of 333 (66.07%) | 220 out of 333 (66.07%) |
| Gain/Loss Ratio | 1.29 | 1.01 | 0.94 | 0.85 |
| * Vanguard Total Stock Mkt Idx Inv is used as the benchmark for calculations. Value-at-risk metrics are based on monthly values. | ||||
| Stress Period | Start | End | RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv |
|---|---|---|---|---|---|---|
| Asian Crisis | Jul 1997 | Jan 1998 | -1.60% | -2.54% | -3.32% | -3.72% |
| Russian Debt Default | Jul 1998 | Oct 1998 | -5.04% | -10.38% | -14.13% | -17.57% |
| Dotcom Crash | Mar 2000 | Oct 2002 | -5.66% | -21.60% | -31.75% | -44.11% |
| Subprime Crisis | Nov 2007 | Mar 2009 | -13.36% | -27.61% | -37.85% | -50.89% |
| Rank | Start | End | Length | Recovery By | Recovery Time | Underwater Period | Drawdown |
|---|---|---|---|---|---|---|---|
| 1 | Mar 2008 | Oct 2008 | 8 months | Sep 2009 | 11 months | 1 year 7 months | -13.36% |
| 2 | Oct 2012 | Jun 2013 | 9 months | May 2014 | 11 months | 1 year 8 months | -7.31% |
| 3 | Aug 2016 | Dec 2016 | 5 months | Jul 2017 | 7 months | 1 year | -5.99% |
| 4 | Feb 2015 | Dec 2015 | 11 months | Mar 2016 | 3 months | 1 year 2 months | -5.83% |
| 5 | Sep 2000 | Mar 2001 | 7 months | Apr 2002 | 1 year 1 month | 1 year 8 months | -5.66% |
| 6 | Jul 1998 | Aug 1998 | 2 months | Oct 1998 | 2 months | 4 months | -5.04% |
| 7 | Feb 2018 | Oct 2018 | 9 months | Jan 2019 | 3 months | 1 year | -4.21% |
| 8 | Jun 2002 | Jul 2002 | 2 months | Dec 2002 | 5 months | 7 months | -4.13% |
| 9 | Apr 2004 | Apr 2004 | 1 month | Oct 2004 | 6 months | 7 months | -3.99% |
| 10 | Feb 1994 | Apr 1994 | 3 months | Feb 1995 | 10 months | 1 year 1 month | -3.61% |
| Worst 10 drawdowns included above | |||||||
| Rank | Start | End | Length | Recovery By | Recovery Time | Underwater Period | Drawdown |
|---|---|---|---|---|---|---|---|
| 1 | Nov 2007 | Feb 2009 | 1 year 4 months | Apr 2010 | 1 year 2 months | 2 years 6 months | -27.61% |
| 2 | Sep 2000 | Sep 2002 | 2 years 1 month | Jan 2004 | 1 year 4 months | 3 years 5 months | -21.60% |
| 3 | Feb 2020 | Mar 2020 | 2 months | Jun 2020 | 3 months | 5 months | -10.89% |
| 4 | Jul 1998 | Aug 1998 | 2 months | Nov 1998 | 3 months | 5 months | -10.38% |
| 5 | May 2011 | Sep 2011 | 5 months | Jan 2012 | 4 months | 9 months | -8.35% |
| 6 | Sep 2018 | Dec 2018 | 4 months | Feb 2019 | 2 months | 6 months | -6.90% |
| 7 | May 2010 | Jun 2010 | 2 months | Sep 2010 | 3 months | 5 months | -6.20% |
| 8 | Jun 2015 | Sep 2015 | 4 months | Apr 2016 | 7 months | 11 months | -5.86% |
| 9 | Apr 2000 | May 2000 | 2 months | Aug 2000 | 3 months | 5 months | -4.91% |
| 10 | Apr 2012 | May 2012 | 2 months | Aug 2012 | 3 months | 5 months | -4.57% |
| Worst 10 drawdowns included above | |||||||
| Rank | Start | End | Length | Recovery By | Recovery Time | Underwater Period | Drawdown |
|---|---|---|---|---|---|---|---|
| 1 | Nov 2007 | Feb 2009 | 1 year 4 months | Dec 2010 | 1 year 10 months | 3 years 2 months | -37.85% |
| 2 | Sep 2000 | Sep 2002 | 2 years 1 month | Nov 2004 | 2 years 2 months | 4 years 3 months | -31.75% |
| 3 | Feb 2020 | Mar 2020 | 2 months | Jul 2020 | 4 months | 6 months | -15.12% |
| 4 | Jul 1998 | Aug 1998 | 2 months | Nov 1998 | 3 months | 5 months | -14.13% |
| 5 | May 2011 | Sep 2011 | 5 months | Jan 2012 | 4 months | 9 months | -12.09% |
| 6 | Sep 2018 | Dec 2018 | 4 months | Mar 2019 | 3 months | 7 months | -9.85% |
| 7 | Jun 2015 | Sep 2015 | 4 months | Apr 2016 | 7 months | 11 months | -7.63% |
| 8 | Apr 2000 | May 2000 | 2 months | Aug 2000 | 3 months | 5 months | -6.71% |
| 9 | Apr 2012 | May 2012 | 2 months | Aug 2012 | 3 months | 5 months | -5.96% |
| 10 | Feb 1994 | Jun 1994 | 5 months | Feb 1995 | 8 months | 1 year 1 month | -5.74% |
| Worst 10 drawdowns included above | |||||||
| Rank | Start | End | Length | Recovery By | Recovery Time | Underwater Period | Drawdown |
|---|---|---|---|---|---|---|---|
| 1 | Nov 2007 | Feb 2009 | 1 year 4 months | Mar 2012 | 3 years 1 month | 4 years 5 months | -50.89% |
| 2 | Sep 2000 | Sep 2002 | 2 years 1 month | Apr 2006 | 3 years 7 months | 5 years 8 months | -44.11% |
| 3 | Jan 2020 | Mar 2020 | 3 months | Jul 2020 | 4 months | 7 months | -20.89% |
| 4 | Jul 1998 | Aug 1998 | 2 months | Nov 1998 | 3 months | 5 months | -17.57% |
| 5 | Oct 2018 | Dec 2018 | 3 months | Apr 2019 | 4 months | 7 months | -14.28% |
| 6 | Jun 2015 | Sep 2015 | 4 months | May 2016 | 8 months | 1 year | -8.88% |
| 7 | Apr 2000 | May 2000 | 2 months | Aug 2000 | 3 months | 5 months | -8.44% |
| 8 | Feb 1994 | Jun 1994 | 5 months | Feb 1995 | 8 months | 1 year 1 month | -7.43% |
| 9 | Apr 2012 | May 2012 | 2 months | Aug 2012 | 3 months | 5 months | -6.85% |
| 10 | May 2019 | May 2019 | 1 month | Jun 2019 | 1 month | 2 months | -6.45% |
| Worst 10 drawdowns included above | |||||||
| Ticker | Name | CAGR | Stdev | Best Year | Worst Year | Max. Drawdown | Sharpe Ratio | Sortino Ratio | US Mkt Correlation |
|---|---|---|---|---|---|---|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | 9.67% | 15.02% | 35.79% | -37.04% | -50.89% | 0.53 | 0.77 | 1.00 |
| ^GOLD | Gold Price Index | 6.45% | 15.75% | 31.92% | -27.33% | -41.55% | 0.32 | 0.51 | 0.03 |
| CASHX | Cash | 2.40% | 0.60% | 5.99% | 0.03% | 0.00% | N/A | N/A | -0.01 |
| VUSTX | Vanguard Long-Term Treasury Inv | 7.70% | 10.22% | 30.09% | -13.03% | -16.68% | 0.55 | 0.92 | -0.23 |
| VBMFX | Vanguard Total Bond Market Index Inv | 5.32% | 3.55% | 18.18% | -2.66% | -5.01% | 0.82 | 1.36 | 0.00 |
| Ticker | Name | VTSMX | ^GOLD | CASHX | VUSTX | VBMFX | RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv |
|---|---|---|---|---|---|---|---|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | 1.00 | 0.03 | -0.01 | -0.23 | 0.00 | 0.53 | 0.95 | 0.98 | 1.00 |
| ^GOLD | Gold Price Index | 0.03 | 1.00 | -0.05 | 0.16 | 0.24 | 0.76 | 0.32 | 0.25 | 0.03 |
| CASHX | Cash | -0.01 | -0.05 | 1.00 | 0.03 | 0.13 | 0.00 | 0.00 | -0.01 | -0.01 |
| VUSTX | Vanguard Long-Term Treasury Inv | -0.23 | 0.16 | 0.03 | 1.00 | 0.86 | 0.40 | -0.12 | -0.16 | -0.23 |
| VBMFX | Vanguard Total Bond Market Index Inv | 0.00 | 0.24 | 0.13 | 0.86 | 1.00 | 0.53 | 0.13 | 0.09 | 0.00 |
| Ticker | Name | RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) |
|---|---|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | $20,994 | $51,019 | $83,165 |
| ^GOLD | Gold Price Index | $15,940 | $11,248 | $13,705 |
| CASHX | Cash | $3,314 | $2,352 | |
| VUSTX | Vanguard Long-Term Treasury Inv | $16,343 | ||
| VBMFX | Vanguard Total Bond Market Index Inv | $6,540 | $5,209 |
| Ticker | Name | RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) |
|---|---|---|---|---|
| VTSMX | Vanguard Total Stock Mkt Idx Inv | 33.26% | 90.37% | 94.68% |
| ^GOLD | Gold Price Index | 49.72% | 8.81% | 5.06% |
| CASHX | Cash | 0.01% | 0.00% | |
| VUSTX | Vanguard Long-Term Treasury Inv | 17.01% | ||
| VBMFX | Vanguard Total Bond Market Index Inv | 0.82% | 0.26% |
| Roll Period | RikaTillsammans (US edition) | Nyborjarportfoljen (US edition) | Globala barnportfoljen (US edition) | Vanguard Total Stock Mkt Idx Inv | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Average | High | Low | Average | High | Low | Average | High | Low | Average | High | Low | |
| 1 year | 6.95% | 17.68% | -3.31% | 8.23% | 22.98% | -19.74% | 9.90% | 28.46% | -27.49% | 11.28% | 35.79% | -37.04% |
| 3 years | 6.67% | 11.37% | 1.01% | 7.73% | 16.62% | -5.14% | 9.08% | 21.14% | -8.98% | 10.08% | 29.10% | -14.31% |
| 5 years | 6.53% | 10.58% | 3.22% | 7.40% | 15.61% | 2.14% | 8.60% | 19.84% | 0.95% | 9.33% | 26.84% | -1.76% |
| 7 years | 6.57% | 9.03% | 3.57% | 7.15% | 12.47% | 3.81% | 8.18% | 15.49% | 2.91% | 8.53% | 20.21% | -0.73% |
| 10 years | 6.81% | 9.02% | 5.69% | 6.86% | 8.72% | 3.09% | 7.67% | 11.09% | 2.11% | 7.41% | 13.30% | -0.66% |
| 15 years | 6.94% | 7.50% | 6.28% | 6.83% | 8.46% | 5.70% | 7.57% | 9.89% | 6.00% | 7.10% | 10.31% | 4.75% |
| Result statistics are based on annualized rolling returns over full calendar year periods | ||||||||||||