ETF - Lazy Portfolio ETF (2024)

Data Source: from January 1871 to February 2023 (~152 years)
Consolidated Returns as of 28 February 2023
Live Update: Mar 10 2023, 03:59PM Eastern Time

Category: Stocks

ETF: Vanguard Total Stock Market (VTI)

ETF • LIVE PERFORMANCE (USD currency)

1.69%

1 Day

Mar 10 2023, 03:59PM Eastern Time

3.15%

Current Month

March 2023

In the last 30 Years, the Vanguard Total Stock Market (VTI) ETF obtained a 9.64% compound annual return, with a 15.38% standard deviation.

In 2022, the ETF granted a 1.33% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Total Stock Market (VTI) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

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

The Vanguard Total Stock Market (VTI) ETF is part of the following Lazy Portfolios:

Portfolio Name Author VTI Weight
Robo Advisor 90 Betterment 30.90%
Robo Advisor 80 Betterment 27.00%
Five Asset Roger Gibson 20.00%
US Stocks 100.00%
All Weather Portfolio Ray Dalio 30.00%
Permanent Portfolio Harry Browne 25.00%
Ivy Portfolio Mebane Faber 20.00%
Couch Potato Scott Burns 50.00%
Stocks/Bonds 60/40 60.00%
Stocks/Bonds 40/60 40.00%
Core Four Rick Ferri 48.00%
Three Funds Bogleheads 50.00%
Four Funds Bogleheads 50.00%
Lazy Portfolio David Swensen 30.00%
Yale Endowment David Swensen 30.00%
Dimensional 2030 Retirement Income DFA 17.50%
Simple Path to Wealth JL Collins 75.00%
Golden Butterfly 20.00%
Margaritaville Scott Burns 34.00%
Pinwheel 15.00%
Second Grader's Starter Paul Farrell 60.00%
Talmud Portfolio Roger Gibson 33.34%
Desert Portfolio Gyroscopic Investing 30.00%
Family Taxable Portfolio Ted Aronson 5.00%
Robo Advisor 10 Betterment 3.20%
Robo Advisor 20 Betterment 6.30%
Robo Advisor 50 Betterment 16.20%
Robo Advisor 100 Betterment 34.60%
Late Sixties and Beyond Burton Malkiel 20.00%
Late Thirties to Early Forties Burton Malkiel 32.50%
Mid-Fifties Burton Malkiel 27.00%
Mid-Twenties Burton Malkiel 35.00%
Andrew Tobias Portfolio Andrew Tobias 33.34%
Gone Fishin' Portfolio Alexander Green 15.00%
Dynamic 40/60 Income 20.00%
Dynamic 60/40 Income 20.00%
Stocks/Bonds 80/20 80.00%
Stocks/Bonds 20/80 20.00%
Stocks/Bonds 60/40 with Bitcoin 59.00%
Stocks/Bonds 40/60 with Bitcoin 39.00%
All Weather Portfolio with Bitcoin Ray Dalio 30.00%
Permanent Portfolio with Bitcoin Harry Browne 25.00%
Golden Butterfly with Bitcoin 20.00%
Simplified Permanent Portfolio 25.00%
Desert Portfolio with Bitcoin Gyroscopic Investing 30.00%
Jane Bryant Quinn Portfolio Jane Bryant Quinn 40.00%
LifeStrategy Income Fund Vanguard 12.00%
Nano Portfolio John Wasik 20.00%
LifeStrategy Conservative Growth Vanguard 24.00%
Six Ways from Sunday Scott Burns 16.70%
Long Term Portfolio Ben Stein 30.00%
Four Square Scott Burns 25.00%
Five Fold Scott Burns 20.00%
Seven Value Scott Burns 14.50%
Simple and Cheap Time Inc 30.00%
LifeStrategy Moderate Growth Vanguard 36.00%
Tilt Toward Value Time Inc 25.00%
Gretchen Tai Portfolio Gretchen Tai 26.00%
LifeStrategy Growth Fund Vanguard 48.00%
Perfect Portfolio Ben Stein 20.00%

Historical Returns as of Feb 28, 2023

Historical returns and Metrics of Vanguard Total Stock Market (VTI) ETF.

Returns and metrics are calculated based on monthly returns, assuming:

  • No fees or capital gain taxes
  • the reinvestment of dividends

ETF Returns, up to December 2001, are retrieved using the historical series of equivalent ETFs / Assets.

VANGUARD TOTAL STOCK MARKET (VTI) ETF

Portfolio Metrics

Data Source: 1 January 1871 - 28 February 2023 (~152 years)

Swipe left to see all data

Metrics as of Feb 28, 2023
1M3M6M1Y3Y5Y10Y20Y30YMAX
(~152Y)
Portfolio
Return (%)
-2.40-1.751.41-8.3111.599.3411.8210.459.649.03
US Inflation (%)0.000.491.015.454.973.742.572.492.492.11
Infl. Adjusted
Return (%)
-2.40-2.230.39-13.046.315.399.027.776.986.77
Waiting for updates, inflation of Feb 2023 is temporarily set to 0%.Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%)22.9321.1119.0015.1915.2615.3816.60
Sharpe Ratio-0.450.520.430.730.610.480.30
Sortino Ratio-0.650.690.570.970.800.630.42
MAXIMUM DRAWDOWN
Drawdown Depth (%)-20.52-24.81-24.81-24.81-50.84-50.84-84.60
Start (yyyy mm)2022 042022 012022 012022 012007 112007 111929 09
Bottom (yyyy mm)2022 092022 092022 092022 092009 022009 021932 06
Start to Bottom (# months)6999161634
Start to Recovery (# months) in progress

> 11

> 14

> 14

> 14

53

53

184

ROLLING PERIOD RETURNS - Annualized
Best Return (%)164.1145.3437.2520.5017.3014.81
Worst Return (%)-67.90-43.81-19.58-5.291.152.64
% Positive Periods73%84%90%97%100%100%
MONTHS
Positive01352138821622351108
Negative123715223878125718
% Positive0%33%50%42%58%63%68%68%65%61%
WITHDRAWAL RATES (WR)
Safe WR (%)44.2025.0617.7510.388.828.53
Perpetual WR (%)5.935.128.277.216.526.34

Terms and Definitions

  • Annualized Portfolio Return: it's the annualized geometric mean return of the ETF
  • Standard Deviation: it's a measure of the dispersion of returns around the mean
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the ETF. It's calculated by dividing the excess return of the ETF over the risk-free rate by the ETF standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the ETF. It's a modification of the Sharpe Ratio (same formula but the denominator is the ETF downside standard deviation).
  • Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
  • Rolling Returns: returns over a time frame (best, worst, % of positive returns).
  • Pos./Neg. Months: number of months with positive/negative return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
  • Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).

Correlations as of Feb 28, 2023

Monthly correlations of Vanguard Total Stock Market (VTI) ETF vs the main Asset Classes, over different timeframes.

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1.

If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.

Asset correlations are calculated based on monthly returns.

Columns are sortable (click on table header to sort).

VANGUARD TOTAL STOCK MARKET (VTI) ETF

Monthly correlations as of 28 February 2023

Swipe left to see all data

Correlation vs VTI
Asset Class1 Year5 Years10 Years30 YearsSince
Jan 1992
US Large Cap
SPY

1.00

1.00

1.00

0.99

0.99

US Small Cap
IJR

0.97

0.92

0.90

0.88

0.88

US REITs
VNQ

0.90

0.85

0.72

0.62

0.62

US Technology
QQQ

0.96

0.94

0.92

0.85

0.85

Preferred Stocks
PFF

0.78

0.80

0.72

0.46

0.46

EAFE Stocks
EFA

0.88

0.89

0.86

0.82

0.80

World All Countries
VT

0.98

0.98

0.97

0.95

0.94

Emerging Markets
EEM

0.63

0.72

0.68

0.74

0.72

Europe
VGK

0.88

0.88

0.85

0.84

0.83

Pacific
VPL

0.85

0.85

0.80

0.68

0.66

Latin America
FLLA

0.78

0.59

0.55

0.66

0.66

US Total Bond Market
BND

0.72

0.44

0.33

0.14

0.13

Long Term Treasuries
TLT

0.60

0.05

-0.02

-0.15

-0.15

US Cash
BIL

0.03

-0.22

-0.16

-0.03

-0.03

TIPS
TIP

0.86

0.59

0.44

0.19

0.19

Invest. Grade Bonds
LQD

0.79

0.63

0.54

0.31

0.31

High Yield Bonds
HYG

0.91

0.85

0.81

0.69

0.68

International Bonds
BNDX

0.84

0.48

0.38

0.14

0.14

Emerg. Market Bonds
EMB

0.80

0.72

0.64

0.57

0.57

Gold
GLD

0.36

0.18

0.07

0.05

0.06

Commodities
DBC

0.43

0.53

0.44

0.34

0.34

Capital Growth as of Feb 28, 2023

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Vanguard Total Stock Market (VTI) ETF: Dividend Yield page.

An investment of 1000$, since March 1993, now would be worth 15820.17$, with a total return of 1482.02% (9.64% annualized).

The Inflation Adjusted Capital now would be 7567.16$, with a net total return of 656.72% (6.98% annualized).

An investment of 1000$, since January 1871, now would be worth 514588526.05$, with a total return of 51458752.61% (9.03% annualized).

The Inflation Adjusted Capital now would be 21454541.44$, with a net total return of 2145354.14% (6.77% annualized).

Drawdowns

Worst drawdowns since March 1993.

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Drawdown period

Recovery period

Total

Drawdown Start Bottom #MonthsEnd#Months #Months
-50.84% Nov 2007 Feb 2009 16 Mar 2012 37 53
-43.94% Sep 2000 Sep 2002 25 Mar 2006 42 67
-24.81% Jan 2022 Sep 2022 9 in progress 5 14
-20.84% Jan 2020 Mar 2020 3 Jul 2020 4 7
-17.57% Jul 1998 Aug 1998 2 Nov 1998 3 5
-14.20% Oct 2018 Dec 2018 3 Apr 2019 4 7
-8.84% Jun 2015 Sep 2015 4 May 2016 8 12
-8.44% Apr 2000 May 2000 2 Aug 2000 3 5
-7.43% Feb 1994 Jun 1994 5 Feb 1995 8 13
-6.82% Apr 2012 May 2012 2 Aug 2012 3 5
-6.45% May 2019 May 2019 1 Jun 2019 1 2
-6.42% Jul 1999 Sep 1999 3 Nov 1999 2 5
-6.17% Jun 1996 Jul 1996 2 Sep 1996 2 4
-5.64% Feb 2018 Mar 2018 2 Jul 2018 4 6
-5.42% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.23% Jun 2007 Jul 2007 2 Oct 2007 3 5
-4.56% Feb 1997 Mar 1997 2 May 1997 2 4
-4.46% Sep 2021 Sep 2021 1 Oct 2021 1 2
-4.18% Jan 2000 Jan 2000 1 Mar 2000 2 3
-3.73% Feb 1999 Feb 1999 1 Mar 1999 1 2

Worst drawdowns since January 1871.

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Drawdown period

Recovery period

Total

Drawdown Start Bottom #MonthsEnd#Months #Months
-84.60% Sep 1929 Jun 1932 34 Dec 1944 150 184
-50.84% Nov 2007 Feb 2009 16 Mar 2012 37 53
-45.86% Jan 1973 Sep 1974 21 Dec 1976 27 48
-43.94% Sep 2000 Sep 2002 25 Mar 2006 42 67
-34.11% Apr 1876 Jun 1877 15 Feb 1879 20 35
-30.27% Oct 1906 Nov 1907 14 Nov 1908 12 26
-30.06% Dec 1968 Jun 1970 19 Mar 1971 9 28
-29.34% Sep 1987 Nov 1987 3 May 1989 18 21
-27.16% Oct 1902 Oct 1903 13 Nov 1904 13 26
-26.86% Feb 1893 Aug 1893 7 Aug 1897 48 55
-24.81% Jan 2022 Sep 2022 9 in progress 5 14
-23.91% Jul 1881 Jan 1885 43 Nov 1885 10 53
-23.13% Nov 1919 Jun 1921 20 Apr 1922 10 30
-22.72% Nov 1912 Oct 1914 24 Sep 1915 11 35
-22.67% Jan 1962 Jun 1962 6 Apr 1963 10 16
-21.62% Dec 1916 Dec 1917 13 Apr 1919 16 29
-20.85% Jun 1946 Nov 1946 6 Nov 1949 36 42
-20.84% Jan 2020 Mar 2020 3 Jul 2020 4 7
-17.85% Dec 1980 Jul 1982 20 Oct 1982 3 23
-17.57% Jul 1998 Aug 1998 2 Nov 1998 3 5

Rolling Returns ( more details)

Vanguard Total Stock Market (VTI) ETF: annualized rolling and average returns

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Rolling
Period
Return (*)Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
10.79 164.11
Jul 1932 - Jun 1933
-67.90
Jul 1931 - Jun 1932
27.16%
2 Years
9.94 59.68
Jul 1932 - Jun 1934
-55.42
Jun 1930 - May 1932
19.47%
3 Years
9.58 45.34
Mar 1933 - Feb 1936
-43.81
Jul 1929 - Jun 1932
15.97%
5 Years
9.34 37.25
Jun 1932 - May 1937
-19.58
Jun 1927 - May 1932
10.13%
7 Years
9.25 24.63
Feb 1922 - Jan 1929
-9.49
Jul 1925 - Jun 1932
4.19%
10 Years
9.21 20.50
Jun 1949 - May 1959
-5.29
Sep 1929 - Aug 1939
2.93%
15 Years
9.09 18.24
May 1942 - Apr 1957
-0.35
Sep 1929 - Aug 1944
0.12%
20 Years
9.13 17.30
Apr 1980 - Mar 2000
1.15
Jul 1912 - Jun 1932
0.00%
30 Years
9.33 14.81
Jun 1932 - May 1962
2.64
Jun 1902 - May 1932
0.00%

(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Vanguard Total Stock Market (VTI) ETF: Rolling Returns page.

Seasonality

Vanguard Total Stock Market (VTI) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency

1.80
40%

-1.24
40%

-1.51
60%

2.68
80%

0.37
60%

0.86
80%

4.31
100%

1.52
60%

-3.05
40%

1.51
60%

4.26
80%

-0.75
60%

Capital Growth on monthly avg returns

100

101.80

100.54

99.03

101.68

102.06

102.95

107.38

109.01

105.69

107.28

111.85

111.02

Best 8.5
2019
3.6
2019
3.6
2021
13.1
2020
5.4
2020
7.1
2019
9.3
2022
7.1
2020
1.8
2019
8.1
2022
11.8
2020
4.7
2020
Worst -6.1
2022
-8.0
2020
-13.9
2020
-9.1
2022
-6.4
2019
-8.2
2022
1.4
2019
-3.7
2022
-9.2
2022
-7.4
2018
-1.5
2021
-9.2
2018

Monthly Seasonality over the period Mar 2018 - Feb 2023

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency

0.45
40%

0.43
50%

0.29
70%

1.74
90%

1.05
80%

0.51
70%

3.29
90%

0.30
60%

-1.37
50%

2.24
70%

3.46
90%

0.00
60%

Capital Growth on monthly avg returns

100

100.45

100.88

101.18

102.94

104.02

104.54

107.98

108.30

106.81

109.21

112.99

112.99

Best 8.5
2019
5.7
2015
7.1
2016
13.1
2020
5.4
2020
7.1
2019
9.3
2022
7.1
2020
3.9
2013
8.1
2022
11.8
2020
4.7
2020
Worst -6.1
2022
-8.0
2020
-13.9
2020
-9.1
2022
-6.4
2019
-8.2
2022
-2.0
2014
-6.1
2015
-9.2
2022
-7.4
2018
-1.5
2021
-9.2
2018

Monthly Seasonality over the period Mar 2013 - Feb 2023

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency

1.58
66%

0.37
56%

0.52
62%

1.38
66%

0.19
57%

0.61
55%

1.45
59%

1.22
66%

-0.18
57%

0.50
55%

1.13
62%

1.29
69%

Capital Growth on monthly avg returns

100

101.58

101.95

102.49

103.90

104.10

104.73

106.25

107.54

107.34

107.87

109.09

110.50

Best 14.1
1975
11.9
1931
10.9
1928
42.8
1933
16.6
1933
25.5
1938
38.5
1932
38.2
1932
16.8
1939
16.9
1974
12.4
1928
10.6
1991
Worst -8.0
2009
-17.7
1933
-25.1
1938
-19.7
1932
-23.1
1940
-16.6
1930
-10.6
1934
-15.7
1998
-29.7
1931
-22.3
1987
-13.5
1929
-14.0
1931

Monthly Seasonality over the period Jan 1871 - Feb 2023

Monthly/Yearly Returns

Vanguard Total Stock Market (VTI) ETF data source starts from January 1871: let's focus on monthly and yearly returns.

We are providing two different views:

  • Histogram: it shows the distribution of the returns recorded so far
  • Plain Table: it shows the detailed monthly and yearly returns

MONTHLY RETURNS HISTOGRAM

Jan 1871 - Feb 2023

1108 Positive Months (61%) - 718 Negative Months (39%)

MONTHLY RETURNS TABLE

Jan 1871 - Feb 2023

(Scroll down to see all data)

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Yearly Return(%)

Monthly Return(%)

Year TotalInfl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2023
+4.36 +3.53 6.9 -2.4
2022
-19.51 -24.39 -6.1 -2.5 3.3 -9.1 -0.3 -8.2 9.3 -3.7 -9.2 8.1 5.2 -5.8
2021
+25.67 +17.41 -0.3 3.1 3.6 5.0 0.5 2.5 1.7 2.9 -4.5 6.7 -1.5 3.8
2020
+21.03 +19.40 -0.1 -8.0 -13.9 13.1 5.4 2.3 5.7 7.1 -3.5 -1.9 11.8 4.7
2019
+30.67 +27.75 8.5 3.6 1.4 3.9 -6.4 7.1 1.4 -2.1 1.8 2.1 3.8 2.8
2018
-5.21 -6.99 5.2 -3.8 -2.0 0.4 2.7 0.7 3.3 3.4 0.2 -7.4 2.0 -9.2
2017
+21.21 +18.71 1.9 3.7 0.1 1.1 1.0 0.9 1.9 0.1 2.4 2.2 3.0 1.2
2016
+12.83 +10.53 -5.7 0.0 7.1 0.7 1.7 0.3 4.0 0.2 0.2 -2.2 4.5 2.0
2015
+0.36 -0.37 -2.7 5.7 -1.2 0.6 1.3 -1.7 1.7 -6.1 -2.9 7.9 0.6 -2.1
2014
+12.54 +11.70 -3.2 4.9 0.5 0.1 2.1 2.6 -2.0 4.2 -2.1 2.7 2.5 0.0
2013
+33.45 +31.48 5.4 1.3 3.9 1.6 2.4 -1.4 5.7 -3.0 3.9 4.3 2.7 2.7
2012
+16.45 +14.46 5.1 4.2 3.1 -0.6 -6.2 4.1 0.9 2.7 2.5 -1.8 0.8 1.3
2011
+0.97 -1.94 2.0 3.7 0.4 2.9 -1.1 -1.8 -2.3 -6.1 -7.6 11.4 -0.4 1.0
2010
+17.42 +15.69 -3.6 3.4 6.4 2.2 -7.9 -5.8 7.0 -4.7 9.5 4.0 0.5 7.0
2009
+28.89 +25.48 -8.0 -10.5 8.3 11.0 5.5 0.4 7.7 3.7 4.1 -2.6 5.7 2.9
2008
-36.98 -37.04 -6.2 -2.5 -0.9 4.9 2.0 -8.1 -0.6 1.5 -9.2 -17.5 -8.0 1.8
2007
+5.37 +1.24 1.9 -1.6 1.1 4.0 3.7 -1.8 -3.5 1.5 3.8 1.8 -4.5 -0.7
2006
+15.69 +12.83 3.2 0.2 2.1 1.0 -3.2 0.1 -0.1 2.3 2.3 3.5 2.3 1.2
2005
+6.31 +2.80 -2.5 2.1 -1.9 -2.2 3.9 0.8 4.4 -1.1 0.8 -2.3 4.6 0.0
2004
+12.79 +9.23 2.6 1.4 -1.0 -2.2 1.5 2.0 -3.6 0.1 1.7 1.8 4.7 3.4
2003
+30.75 +28.34 -2.8 -1.5 0.8 8.6 5.8 1.6 2.3 2.4 -1.1 6.1 1.5 4.0
2002
-20.47 -22.32 -0.9 -1.8 3.7 -4.5 -1.4 -6.9 -8.3 0.8 -10.1 7.5 6.0 -5.1
2001
-10.97 -12.33 3.8 -9.4 -6.7 8.2 1.0 -1.6 -1.7 -6.0 -9.0 2.5 7.6 1.8
2000
-10.57 -13.50 -4.2 2.5 5.7 -5.2 -3.4 4.4 -2.0 7.3 -4.7 -2.0 -9.9 1.8
1999
+23.81 +20.58 3.6 -3.7 3.9 4.7 -2.0 5.2 -3.2 -0.9 -2.4 6.3 3.4 7.6
1998
+23.26 +21.31 0.4 7.3 5.1 1.1 -2.7 3.5 -2.3 -15.7 6.7 7.5 6.2 6.5
1997
+30.99 +28.80 5.5 -0.1 -4.5 4.5 7.1 4.4 7.8 -3.7 5.8 -3.4 3.3 1.7
1996
+20.96 +17.07 2.7 1.6 1.1 2.4 2.7 -0.8 -5.4 3.1 5.4 1.4 6.8 -1.3
1995
+35.79 +32.42 2.2 4.0 2.7 2.5 3.5 3.0 4.0 1.1 3.6 -1.2 4.2 1.5
1994
-0.17 -2.77 3.1 -2.2 -4.4 0.9 1.0 -2.7 3.1 4.4 -1.8 1.6 -3.7 1.2
1993
+10.62 +7.67 1.0 0.5 2.5 -2.8 3.0 0.5 -0.3 3.9 0.0 1.6 -1.6 1.9
1992
+9.11 +6.03 0.0 1.3 -2.4 1.4 0.5 -1.8 3.9 -2.1 1.1 1.2 4.2 1.8
1991
+32.39 +28.46 5.0 6.9 2.9 0.4 4.0 -4.5 4.8 2.7 -1.2 1.7 -3.8 10.6
1990
-6.08 -11.48 -7.0 1.6 2.5 -2.8 8.8 -0.5 -1.1 -9.0 -5.2 -1.2 6.4 3.0
1989
+28.12 +22.43 6.6 -1.8 2.1 4.8 3.9 -0.2 7.6 2.3 -0.2 -2.8 1.6 1.8
1988
+17.32 +12.35 4.4 5.2 -1.4 1.1 -0.1 4.9 -0.6 -2.8 3.7 1.6 -1.6 2.0
1987
+2.61 -1.74 12.9 4.8 2.3 -1.5 0.5 4.2 4.6 3.8 -2.1 -22.3 -7.2 7.3
1986
+14.57 +13.33 0.8 7.1 5.8 -0.8 4.9 1.3 -5.9 6.4 -7.9 4.7 1.4 -2.9
1985
+31.27 +26.47 9.1 1.8 -0.4 -0.2 5.5 1.7 0.0 -0.7 -4.1 4.4 6.8 4.2
1984
+2.19 -1.70 -1.4 -4.0 1.2 0.3 -5.3 2.3 -2.1 11.1 0.0 0.0 -1.3 2.3
1983
+22.66 +18.18 4.1 3.0 3.5 7.4 1.3 3.8 -3.2 0.3 1.7 -2.8 3.0 -1.0
1982
+20.50 +16.05 -2.7 -5.1 -1.0 4.4 -2.8 -2.4 -2.0 11.9 1.7 11.8 5.1 1.5
1981
-4.15 -12.00 -4.1 1.6 4.6 -1.2 1.3 -1.0 -0.3 -5.6 -6.4 5.9 4.6 -2.8
1980
+33.15 +18.34 6.5 0.2 -12.0 5.2 6.0 3.7 6.9 2.3 2.9 2.1 10.6 -3.5
1979
+24.25 +9.67 4.9 -2.7 6.6 0.8 -1.4 4.6 1.5 6.5 0.2 -7.2 6.4 2.8
1978
+8.45 -0.52 -5.6 -1.0 3.4 8.3 2.3 -1.1 5.7 4.2 -0.7 -11.0 3.5 1.7
1977
-3.36 -9.43 -3.7 -1.6 -0.9 0.5 -1.1 5.2 -1.3 -1.4 0.1 -4.0 4.5 0.8
1976
+26.47 +20.60 12.6 0.6 2.7 -1.0 -0.9 4.5 -0.7 -0.2 2.5 -2.1 0.4 6.1
1975
+37.82 +28.88 14.1 5.9 3.1 4.8 5.6 5.2 -6.1 -2.3 -3.8 5.7 3.1 -1.1
1974
-27.81 -35.74 0.2 0.3 -2.3 -4.6 -4.1 -2.2 -7.1 -8.7 -11.1 16.9 -4.1 -2.7
1973
-18.18 -24.74 -2.7 -4.4 -0.7 -5.1 -2.3 -0.8 5.7 -2.9 5.3 0.0 -12.1 1.3
1972
+17.62 +13.75 2.8 3.2 0.9 0.6 1.7 -2.1 -0.4 3.6 -0.7 0.9 5.0 1.1
1971
+17.63 +13.91 4.6 1.4 4.2 4.1 -3.6 0.6 -3.6 4.1 -0.2 -3.6 0.3 8.9
1970
+4.79 -0.74 -7.3 5.7 0.5 -8.7 -5.7 -4.6 7.7 4.8 3.8 -0.9 5.1 6.0
1969
-10.28 -15.52 -0.7 -4.7 3.6 2.3 -0.1 -5.5 -6.0 4.2 -2.4 4.5 -3.4 -1.8
1968
+13.39 +8.28 -3.9 -2.7 1.4 8.5 1.7 1.3 -1.4 5.7 0.2 1.1 5.1 -3.7
1967
+27.39 +23.63 8.4 0.7 4.5 4.7 -4.7 2.3 5.0 2.8 0.2 -2.4 0.6 3.1
1966
-8.73 -11.78 0.9 -1.4 -1.8 2.4 -5.0 -1.2 -0.9 -7.3 -0.3 5.1 0.7 0.3
1965
+14.20 +12.04 3.7 0.2 -1.1 3.8 -0.4 -4.4 1.8 2.6 3.6 3.1 -0.5 1.3
1964
+16.40 +15.28 3.0 1.3 1.8 0.9 1.4 1.9 2.1 -1.4 3.1 1.1 -0.3 0.6
1963
+21.15 +19.19 5.1 -2.7 3.7 5.0 1.6 -1.9 -0.2 5.1 -1.0 3.4 -0.9 2.6
1962
-9.62 -10.81 -3.6 1.8 -0.4 -6.0 -8.4 -8.0 6.6 1.8 -4.6 0.7 10.5 1.6
1961
+26.94 +26.10 6.6 3.0 2.8 0.6 2.2 -2.6 3.5 2.2 -1.7 3.1 4.2 0.6
1960
+0.92 -0.43 -6.8 1.3 -1.1 -1.4 3.0 2.3 -2.2 2.9 -5.7 0.1 4.4 4.9
1959
+12.78 +10.86 0.7 0.3 0.4 4.2 2.2 0.0 3.8 -1.2 -4.2 1.5 1.7 3.1
1958
+44.81 +42.31 4.8 -1.6 3.6 3.6 1.9 3.0 4.7 1.6 5.2 2.9 2.6 5.5
1957
-9.93 -12.47 -3.8 -2.9 2.4 4.1 4.1 0.3 1.5 -5.2 -5.8 -2.8 2.0 -3.7
1956
+8.51 +5.36 -3.2 3.9 7.4 0.3 -6.1 4.4 5.6 -3.3 -4.0 1.0 -0.6 3.9
1955
+25.72 +25.25 1.7 0.3 -0.6 3.7 -0.2 8.3 6.2 -0.9 1.1 -3.2 7.7 -0.2
1954
+50.59 +51.71 5.5 0.6 3.3 5.2 3.6 0.4 6.0 -3.1 8.7 -1.7 8.5 5.4
1953
+0.66 -0.09 -0.1 -1.2 -1.8 -2.0 0.4 -1.0 3.2 -5.1 0.8 5.7 1.5 0.8
1952
+13.62 +12.76 1.7 -3.6 4.9 -4.2 2.4 4.8 1.9 -1.4 -1.9 0.0 5.0 3.8
1951
+20.75 +13.91 6.4 0.9 -1.6 5.2 -3.8 -2.3 7.3 4.8 -0.3 -1.2 0.0 4.3
1950
+30.33 +23.03 2.3 1.6 1.0 5.1 4.5 -5.3 1.5 3.9 6.2 1.0 0.5 5.2
1949
+19.97 +22.51 0.9 -3.3 3.7 -1.4 -3.0 0.5 7.0 1.9 3.0 3.7 0.8 5.0
1948
+2.36 -0.61 -3.7 -4.5 7.9 2.9 8.1 0.6 -5.2 1.1 -2.8 7.2 -10.8 3.5
1947
+3.84 -4.59 2.6 -1.2 -1.4 -3.6 -0.6 5.6 4.0 -2.6 -1.1 2.5 -2.5 2.5
1946
-6.27 -20.66 7.5 -6.5 5.1 4.2 2.7 -3.5 -2.1 -6.8 -9.5 -0.2 -0.6 4.8
1945
+38.22 +35.18 2.0 6.7 -4.1 9.3 1.6 0.2 -1.5 6.2 4.6 3.5 3.6 1.4
1944
+21.23 +18.51 2.1 0.3 2.3 -0.7 4.6 5.6 -1.6 1.4 0.2 0.5 0.9 4.0
1943
+27.90 +24.22 7.9 5.7 5.9 0.7 5.0 2.5 -4.8 1.6 2.9 -0.8 -6.9 6.4
1942
+16.72 +7.05 1.7 -2.9 -5.8 -4.1 6.8 2.2 3.5 1.0 3.0 6.9 -1.2 5.6
1941
-10.09 -18.21 -4.1 -0.8 1.1 -5.7 1.0 6.1 6.2 -0.2 -0.3 -6.0 -3.4 -3.7
1940
-7.16 -7.82 -2.9 1.3 1.7 0.2 -23.1 8.5 3.8 3.3 1.8 4.6 -3.4 0.4
1939
+2.33 +2.33 -6.3 3.9 -12.9 0.2 6.9 -5.6 11.4 -6.3 16.8 -0.8 -4.1 3.0
1938
+28.38 +32.05 1.7 6.4 -25.1 14.5 -4.3 25.5 7.5 -2.7 1.7 7.8 -3.3 3.9
1937
-34.85 -36.66 4.2 1.9 -0.6 -7.9 -0.6 -4.8 10.7 -5.1 -13.7 -9.6 -9.6 -4.4
1936
+33.65 +31.74 6.9 2.0 2.9 -7.4 5.0 3.4 7.3 1.2 0.5 8.0 0.8 -0.2
1935
+46.29 +42.05 -3.9 -3.8 -2.9 10.0 3.5 7.0 8.7 2.4 2.6 7.9 4.1 4.1
1934
+2.31 +0.78 11.3 -3.1 0.7 -2.0 -7.4 2.8 -10.6 6.0 0.3 -2.5 8.9 0.2
1933
+57.18 +55.99 1.6 -17.7 4.3 42.8 16.6 13.6 -8.3 11.9 -10.7 -8.3 10.7 2.7
1932
-8.65 +1.81 -2.3 6.0 -11.3 -19.7 -22.7 0.0 38.5 38.2 -3.2 -13.6 -5.3 5.7
1931
-44.12 -38.38 5.4 11.9 -6.6 -9.2 -13.3 14.5 -7.1 1.5 -29.7 9.1 -9.4 -14.0
1930
-28.35 -23.46 6.4 2.3 8.1 -0.9 -1.5 -16.6 3.8 0.9 -13.2 -9.0 -2.1 -7.6
1929
-11.30 -11.81 5.8 -0.5 -0.2 1.7 -4.2 11.5 4.7 10.0 -4.9 -20.2 -13.5 2.8
1928
+38.68 +40.30 -0.6 -1.8 10.9 3.3 1.3 -4.1 1.3 7.6 2.5 1.5 12.4 0.3
1927
+33.33 +36.41 -2.0 4.9 0.8 1.9 5.4 -0.8 6.7 4.7 3.4 -4.3 7.1 2.1
1926
+11.46 +12.72 0.3 -4.0 -5.5 2.5 1.5 4.8 2.3 4.8 2.7 -2.7 2.7 2.1
1925
+25.78 +21.56 2.1 1.0 -6.6 3.2 5.4 0.6 3.8 0.5 2.8 6.0 -0.2 5.1
1924
+27.03 +27.03 3.6 -1.5 -2.1 -0.2 1.2 4.2 5.0 1.1 0.7 -0.3 7.4 5.7
1923
+5.38 +2.94 0.7 7.0 -0.9 -2.2 -3.5 -7.1 2.5 2.2 -2.5 0.3 6.1 3.5
1922
+29.04 +32.09 1.4 3.7 3.9 6.3 5.6 -3.7 1.8 7.6 -0.9 2.9 -4.4 2.3
1921
+10.09 +23.46 4.4 -0.6 -2.2 2.5 -1.7 -7.3 3.0 -1.9 3.0 2.6 6.9 1.9
1920
-14.01 -16.22 -2.0 -6.4 10.8 -6.3 -2.9 0.1 -1.3 2.8 0.5 2.2 -6.7 -4.5
1919
+19.62 +4.43 -1.1 3.8 1.0 5.7 8.6 -2.5 6.6 -7.5 2.4 8.1 -5.6 0.0
1918
+18.16 -1.89 7.4 2.2 -3.8 1.4 1.8 2.4 -0.5 2.4 -1.7 5.5 -1.5 1.7
1917
-18.65 -31.12 -1.4 -4.4 4.2 -0.4 -2.2 3.1 -1.5 -1.7 -3.4 -3.9 -6.6 -1.8
1916
+8.05 -4.06 -1.3 -1.1 0.0 -0.7 2.6 1.4 -1.0 1.2 4.5 3.5 2.7 -3.7
1915
+31.16 +28.61 1.9 -1.2 2.7 7.7 -2.3 1.3 -0.3 4.5 3.9 5.8 3.7 0.3
1914
-5.46 -6.39 4.4 1.6 -1.6 -2.1 0.9 -0.2 -5.3 -8.6 0.3 -5.3 4.2 7.2
1913
-4.77 -7.63 -0.1 -2.7 -1.1 0.7 -1.8 -4.1 2.2 3.5 1.8 -2.2 -1.6 0.7
1912
+7.12 -0.18 0.4 -0.5 3.2 3.5 0.0 0.6 0.4 2.6 0.8 0.1 -0.8 -3.3
1911
+3.47 +5.65 2.7 2.0 -1.0 -0.2 2.4 2.2 -0.2 -4.6 -5.3 0.8 4.3 0.7
1910
-3.44 +4.52 -1.4 -2.8 3.2 -1.7 -0.9 -4.0 -4.1 3.2 1.5 5.3 0.7 -1.9
1909
+16.09 +5.05 0.5 -2.8 1.5 4.7 3.5 1.9 1.6 2.6 0.2 0.5 -0.4 1.4
1908
+39.43 +34.95 4.4 -3.6 4.2 5.5 6.1 -0.4 3.8 4.5 -1.1 1.3 7.1 2.4
1907
-24.23 -22.58 -2.1 -2.3 -8.9 1.4 -2.5 -2.2 4.7 -6.3 0.0 -9.4 -4.4 5.9
1906
+0.60 -4.68 3.2 -1.0 -2.7 -1.6 -2.9 1.1 -2.9 7.4 3.0 -0.8 -0.6 -1.1
1905
+21.23 +21.24 2.6 4.8 3.2 -0.8 -4.5 1.6 3.5 4.1 0.7 1.8 -0.1 2.8
1904
+32.12 +26.20 2.1 -2.2 0.2 2.9 -1.6 0.6 4.6 3.8 4.8 6.3 5.8 1.4
1903
-17.14 -12.32 5.2 -0.5 -3.8 -4.0 -1.8 -5.4 -3.1 -4.5 -2.3 -3.2 0.5 4.9
1902
+8.21 +1.02 2.7 1.4 0.7 4.0 0.3 -0.1 2.8 3.2 0.8 -2.6 -3.2 -1.7
1901
+19.40 +13.73 9.1 2.3 3.3 8.2 -5.4 10.0 -7.2 1.2 -0.8 -1.4 2.0 -1.9
1900
+20.75 +25.34 2.4 2.8 1.8 2.3 -3.6 -1.8 1.1 2.3 0.7 -1.2 4.4 8.3
1899
+3.64 -11.30 7.4 3.6 1.2 1.1 -4.5 -2.5 3.4 2.4 -1.3 -0.7 1.8 -7.3
1898
+29.23 +27.32 3.5 0.6 -3.7 -0.9 7.3 4.6 1.1 4.4 0.5 -1.3 3.9 6.6
1897
+20.31 +20.31 0.6 -0.3 0.9 -2.5 1.1 5.2 5.0 7.0 5.3 -2.7 -2.9 2.6
1896
+3.20 +4.74 -0.7 4.7 -1.1 1.4 0.0 -1.4 -6.0 -5.2 5.7 2.7 7.2 -3.2
1895
+4.95 +2.00 -0.8 -1.0 0.4 4.7 5.9 2.3 0.8 1.8 1.0 -1.1 -3.0 -5.5
1894
+3.58 +10.99 -1.5 1.9 3.5 1.8 -3.2 -0.9 -1.6 4.3 2.1 -2.6 0.5 -0.4
1893
-18.85 -12.28 1.9 -1.7 -3.5 0.1 -8.8 -4.7 -9.3 -2.3 7.5 3.2 1.7 -3.5
1892
+6.08 +4.83 2.2 0.5 1.4 0.2 0.3 -0.2 0.3 1.8 -2.2 2.4 0.0 -0.7
1891
+18.83 +24.85 5.3 1.3 -1.8 3.4 -0.3 -2.0 -1.6 3.5 8.4 0.1 -1.5 3.2
1890
-6.20 -7.38 1.8 -0.5 -0.1 2.7 4.8 -0.1 -0.1 -1.7 -1.0 -3.8 -6.4 -1.6
1889
+7.03 +13.63 2.2 1.4 -1.8 0.1 3.0 2.0 -1.8 1.6 2.7 -1.5 -0.7 -0.3
1888
+3.28 +3.29 1.3 -0.1 -3.3 0.9 1.9 -2.6 3.1 2.6 2.9 -0.1 -1.6 -1.5
1887
-0.70 -6.45 -0.6 -0.2 2.8 2.8 2.2 -2.4 -1.9 -2.0 -0.8 -2.8 2.4 0.0
1886
+11.92 +17.38 0.3 2.2 -1.8 -1.1 -1.7 4.9 1.8 1.0 2.9 2.8 2.7 -2.4
1885
+29.98 +31.57 -1.5 3.9 1.0 0.5 -0.4 0.3 4.4 6.2 -0.6 6.3 7.0 -0.2
1884
-12.37 -2.32 -2.4 3.2 0.1 -3.4 -7.9 -3.3 0.7 7.0 -2.8 -2.6 -1.3 0.3
1883
-5.53 +2.25 -0.2 -2.1 1.6 2.4 -1.7 1.4 -1.5 -4.3 1.5 -2.4 1.7 -1.8
1882
+3.58 +5.54 -1.1 -1.6 0.3 0.5 -0.8 0.1 6.2 3.4 1.5 -2.0 -3.7 1.0
1881
+0.18 -6.41 5.7 -0.6 1.0 -0.4 4.3 1.0 -3.7 -2.7 0.6 -1.9 0.5 -3.1
1880
+26.50 +29.04 4.3 2.5 2.2 -1.6 -7.3 0.9 5.2 4.3 0.3 3.4 5.8 4.5
1879
+49.29 +25.90 4.4 3.9 -1.0 3.4 5.0 1.3 1.9 1.3 4.0 11.3 5.6 0.1
1878
+16.25 +35.16 0.8 -1.1 2.4 3.9 1.2 2.9 2.5 -0.3 2.9 -0.3 0.4 0.1
1877
-1.12 +11.78 0.1 -5.2 -4.4 -6.2 0.8 -6.3 4.9 7.6 6.7 2.9 -0.9 0.2
1876
-14.18 -12.67 2.7 1.8 0.1 -3.5 -3.4 -0.2 -0.8 -3.9 -5.7 -0.3 -1.3 -0.3
1875
+5.35 +10.84 0.8 0.6 1.9 2.1 -3.0 -1.4 1.0 1.3 -0.4 -0.6 2.2 0.8
1874
+4.67 +10.78 5.4 3.0 -1.2 -2.8 -2.3 -0.4 0.2 0.5 1.9 -0.1 0.8 -0.1
1873
-2.53 +3.55 1.6 1.8 -0.1 -0.6 1.1 -0.3 0.7 0.9 -6.7 -7.4 -2.5 10.1
1872
+11.12 +8.63 2.7 0.8 3.4 3.3 0.3 -0.7 -0.4 -0.9 -1.1 0.7 0.1 2.7
1871
+15.59 +13.85 0.3 2.1 3.2 3.7 3.0 -0.1 -1.1 1.7 1.7 -4.4 1.7 3.0

ETF Returns, up to December 2001, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

ETF - Lazy Portfolio ETF (2024)
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