5 Historical tables
Tabell 5.1 Rates of return on the GPFG in 2011, last 3, 5 and 10 years, as well as the period 1998 – 2011, as measured in Norwegian kroner. Annual geometric average. Percent
Last year | Last 3 years | Last 5 years | Last 10 years | 1998-2011 | |
|---|---|---|---|---|---|
GPFG incl. real estate | |||||
Actual portfolio | -1.39 | 5.22 | 0.88 | 2.46 | 4.09 |
Norwegian inflation | 1.24 | 1.94 | 2.07 | 1.84 | 2.08 |
Management costs | 0.08 | 0.11 | 0.10 | 0.10 | 0.10 |
Rate of return net of costs and inflation | -2.68 | 3.11 | -1.27 | 0.51 | 1.88 |
GPFG excl. real estate | |||||
Actual portfolio | -1.39 | 5.21 | 0.88 | 2.46 | 4.09 |
Benchmark | -1.26 | 3.76 | 0.95 | 2.25 | 3.82 |
Excess return | -0.13 | 1.45 | -0.07 | 0.21 | 0.28 |
Equity portfolio | |||||
Actual portfolio | -7.77 | 6.38 | -3.07 | 1.15 | 2.90 |
Benchmark | -7.28 | 5.85 | -3.20 | 0.79 | 2.42 |
Excess return | -0.49 | 0.54 | 0.13 | 0.36 | 0.48 |
Fixed income portfolio | |||||
Actual portfolio | 8.30 | 2.85 | 4.56 | 3.53 | 4.89 |
Benchmark | 7.77 | -0.10 | 4.34 | 3.23 | 4.64 |
Excess return | 0.53 | 2.95 | 0.22 | 0.30 | 0.24 |
Kilde: Norges Bank and Ministry of Finance.
Tabell 5.2 Annual inflation and rate of return on GPFG, as measured in various currencies. Annual geometric average. Percent
Year | Currency basket of the Fund | NOK | USD | EUR | GBP | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Rate of return | Inflation | Rate of return | Inflation | Rate of return | Inflation | Rate of return | Inflation | Rate of return | Inflation | |
1997 | 9.07 | 1.75 | 10.83 | 2.62 | -4.01 | 2.29 | 11.87 | 1.54 | -0.16 | 1.82 |
1998 | 9.26 | 0.92 | 19.75 | 2.25 | 15.87 | 1.56 | 7.63 | 1.16 | 14.59 | 1.56 |
1999 | 12.44 | 1.28 | 13.84 | 2.30 | 7.92 | 2.21 | 26.42 | 1.04 | 11.41 | 1.32 |
2000 | 2.49 | 2.02 | 6.53 | 3.13 | -2.91 | 3.36 | 3.66 | 2.16 | 4.75 | 0.87 |
2001 | -2.47 | 1.17 | -5.34 | 3.03 | -6.93 | 2.85 | -1.86 | 2.34 | -4.47 | 1.18 |
2002 | -4.74 | 1.91 | -19.09 | 1.29 | 4.76 | 1.58 | -11.12 | 2.29 | -5.3 | 1.27 |
2003 | 12.59 | 1.57 | 19.96 | 2.45 | 24.92 | 2.28 | 3.92 | 2.02 | 12.34 | 1.36 |
2004 | 8.94 | 2.37 | 3.93 | 0.44 | 14.16 | 2.66 | 5.94 | 2.19 | 6.45 | 1.34 |
2005 | 11.09 | 2.33 | 14.28 | 1.59 | 2.22 | 3.39 | 17.80 | 2.15 | 14.32 | 2.04 |
2006 | 7.92 | 2.13 | 5.89 | 2.26 | 15.16 | 3.23 | 3.01 | 2.20 | 1.01 | 2.30 |
2007 | 4.26 | 3.12 | -3.9 | 0.76 | 10.20 | 2.83 | -0.61 | 2.15 | 8.35 | 2.35 |
2008 | -23.31 | 1.42 | -6.66 | 3.79 | -27.62 | 3.86 | -23.87 | 3.26 | 0.21 | 3.63 |
2009 | 25.62 | 1.82 | 7.88 | 2.11 | 30.77 | -0.37 | 26.69 | 0.28 | 16.42 | 2.12 |
2010 | 9.62 | 1.98 | 9.49 | 2.47 | 8.82 | 1.68 | 16.38 | 1.57 | 12.24 | 3.34 |
2011 | -2.54 | 2.77 | -1.39 | 1.24 | -3.96 | 3.12 | -0.75 | 2.73 | -3.25 | 4.45 |
1998-2011 | 4.48 | 1.91 | 4.09 | 2.08 | 5.68 | 2.27 | 4.37 | 1.83 | 6.11 | 1.94 |
1997-2011 | 4.78 | 1.90 | 4.53 | 2.11 | 5.00 | 2.43 | 4.85 | 1.94 | 5.68 | 2.06 |
Kilde: Norges Bank and Ministry of Finance.