Market Index Performance: Total Returns


An extensive list of all global indices with average trailing returns (YTD, 1 year, 3 years, 5 years) – indices from MSCI, FTSE, Citigroup and more.

Several of those indices can be used as benchmarks for the Portfolio Manager tool.

IndexYTD Return%1 Year Return %3 Year Anlsd %5 Year Anlsd %Date
MSCI World/Information Tech NR USD22.8326.2027.2024.1719/04/2019
Vietnam VN Index5.94-5.2621.8314.9619/04/2019
Morningstar US Large Growth TR EUR15.2322.1620.9820.9618/04/2019
Morningstar US Growth TR EUR17.1422.5620.8020.0318/04/2019
Russell 1000 Growth TR USD16.9723.0520.6720.3818/04/2019
MSCI Brazil NR USD3.194.0020.395.6419/04/2019
MSCI China NR USD19.615.7320.1815.8619/04/2019
MSCI Russia NR USD15.7627.2220.1410.8019/04/2019
Morningstar US Mid Growth TR EUR19.9022.4719.8617.4218/04/2019
Morningstar US Small Growth TR EUR17.2715.7419.4416.1418/04/2019
MSCI BRIC NR USD14.478.0819.2012.2319/04/2019
MSCI Golden Dragon NR USD16.838.1519.1814.8819/04/2019
MSCI Thailand NR THB7.231.8518.1812.6119/04/2019
MSCI Taiwan NR USD11.247.2318.0513.3919/04/2019
Morningstar US Large Cap TR EUR13.6720.1817.8017.6618/04/2019
MSCI Hong Kong NR HKD14.7117.3717.7914.7419/04/2019
MSCI Austria NR EUR17.07-8.5317.788.6119/04/2019
Morningstar Energy Cmdty TR USD28.9312.4417.66-9.2218/04/2019
S&P 500 TR USD14.1419.7317.3917.4118/04/2019
Morningstar US Market TR GBP14.5019.0917.3917.0518/04/2019
Morningstar US Market TR EUR14.5019.0917.3917.0518/04/2019
Morningstar US Market TR USD14.5019.0917.3917.0518/04/2019
Russell 1000 TR USD14.4619.5217.3717.1618/04/2019
Russell 3000 TR USD14.4318.7917.3016.9018/04/2019
Morningstar US Large Core TR EUR14.5818.7016.8216.9818/04/2019
Morningstar US Mid Cap TR EUR17.1317.5616.6915.9718/04/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR12.876.3016.4713.4218/04/2019
Morningstar US Core TR EUR15.4518.4116.3916.4818/04/2019
OSE FXLT Mutual Fund Index Linked/TOTX11.367.5416.368.1217/04/2019
MSCI World Growth NR USD15.4316.4916.3415.4019/04/2019
MSCI Germany Small Cap NR EUR16.94-4.3616.3314.1219/04/2019
MSCI AC Asia Ex Japan NR USD12.335.0316.2712.1119/04/2019
Russell 2000 TR USD14.119.6716.2613.7518/04/2019
Athens Exchange Athex Composite TR22.21-7.0816.03-6.4319/04/2019
Russell Mid Cap TR USD16.8116.8515.7015.3618/04/2019
DJ Islamic World TR USD14.0915.8515.6314.2618/04/2019
Red Rocks Gbl Listed Private Eqty TR USD17.149.8115.5512.6819/04/2019
Morningstar US Mid Core TR EUR18.3718.1415.3715.6918/04/2019
MSCI AC Asia Pac Ex JPN NR USD12.136.3715.3410.8919/04/2019
MSCI India NR USD5.9713.6415.1913.7319/04/2019
Morningstar US Small Cap TR EUR15.6211.9015.0413.6318/04/2019
S&P Global Natural Resources TR USD12.433.9415.017.3219/04/2019
MSCI EM NR USD11.193.3514.999.4419/04/2019
MSCI World/Materials NR USD14.435.5814.789.2019/04/2019
Morningstar US Large Val TR EUR10.1417.0114.7814.5118/04/2019
Morningstar US Mid Val TR EUR12.8011.7314.6314.6318/04/2019
Morningstar US Value TR EUR10.9115.4814.5914.3718/04/2019
MSCI World/Financials NR USD12.744.5114.5611.1519/04/2019
MSCI World NR USD12.9913.8414.4112.9919/04/2019
Tel Aviv SE Yeter- Rest of shares TR ILS16.3610.1014.3713.2118/04/2019
Beassa ALBI TR ZAR5.62-2.7914.257.7719/04/2019
MSCI World Small Cap NR USD13.847.1014.0912.4619/04/2019
Morningstar US Small Core TR EUR15.5911.2314.0813.2818/04/2019
Russell 1000 Value TR USD11.9815.8314.0213.9018/04/2019
S&P Global Water TR13.0516.9713.8512.8619/04/2019
MSCI EM Latin America NR USD6.181.2113.714.4419/04/2019
Euronext AEX All Share TR EUR13.815.8813.6711.1518/04/2019
MSCI Pacific Ex Japan NR USD12.0312.8413.539.1119/04/2019
MSCI AC Asia Pacific NR USD9.554.1913.5211.3019/04/2019
Morningstar US Mid Core PR EUR17.7816.1813.3813.7218/04/2019
Beassa 1-3 Yr TR ZAR2.611.0013.387.2819/04/2019
MSCI AC Asia Pacific ex Japan HDY NR USD8.797.0413.248.7219/04/2019
Euronext Paris CAC 40 NR EUR13.895.4913.168.2518/04/2019
MSCI Korea NR USD6.07-8.2212.597.6919/04/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR9.5413.4412.5412.0518/04/2019
MSCI EMU Small Cap NR EUR14.47-4.1212.539.8719/04/2019
MSCI World Value NR USD10.5711.1312.4310.5519/04/2019
Euronext Paris CAC Mid 60 NR EUR12.20-5.5412.3310.2818/04/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR9.0510.1212.3310.9918/04/2019
MSCI EMU SMID NR EUR14.09-1.6612.129.2019/04/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR12.9317.5012.1113.8619/04/2019
MSCI Europe ex UK Small Cap NR EUR13.48-2.4912.0810.6619/04/2019
MSCI EM Europe NR EUR9.998.6912.014.5619/04/2019
STeFI Composite ZAR2.30-0.4511.906.2218/04/2019
MSCI Singapore NR SGD9.061.4311.838.2419/04/2019
MSCI Poland NR EUR0.42-0.2311.772.2719/04/2019
S&P Global Infrastructure TR USD11.6915.9511.7310.7618/04/2019
MSCI Australia NR USD11.0612.3111.686.7619/04/2019
BBgBarc US Corporate High Yield TR USD6.1615.5011.6510.3518/04/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR13.0511.8511.609.8219/04/2019
Morningstar US Small Val TR EUR13.988.9311.5711.4518/04/2019
MSCI Indonesia NR IDR5.0211.0811.568.2519/04/2019
STeFI 3 Month NCD ZAR2.20-0.7611.535.8818/04/2019
MSCI Nordic Countries Small Cap NR USD12.073.9111.4311.7019/04/2019
FTSE/JSE All Share TR ZAR14.05-1.5611.276.5018/04/2019
Morningstar Eurozone 50 GR EUR13.011.8011.196.8718/04/2019
MSCI Europe Small Cap NR EUR14.66-1.5811.199.8819/04/2019
MSCI World High Dividend Yield NR USD9.0714.2311.1310.4919/04/2019
MSCI Italy NR EUR14.72-6.6911.102.8419/04/2019
TOPIX TR JPY5.07-0.7611.0812.5919/04/2019
S&P Global Agribusiness Equity TR USD11.4910.3011.059.2419/04/2019
ICE BofAML Gbl HY Constnd TR USD5.3712.7110.969.4818/04/2019
FTSE EPRA Nareit Developed Asia TR USD8.4017.3310.9310.5019/04/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR7.177.9310.899.6818/04/2019
MSCI EMU NR EUR12.841.0310.837.1319/04/2019
Morningstar EM Corp Bd TR Hdg EUR2.657.9910.776.6918/04/2019
MSCI Canada NR USD17.2213.8210.766.7119/04/2019
MSCI Europe SMID NR EUR14.360.6710.709.1619/04/2019
MSCI EAFE NR USD10.494.7410.538.2219/04/2019
MSCI Frontier Markets NR USD6.51-3.6510.525.1619/04/2019
Morningstar China Large Cap CNY30.7510.3810.5016.2019/04/2019
MSCI Portugal NR EUR8.791.3310.46-1.5519/04/2019
MSCI Emerging Markets SMID NR USD7.39-1.5510.467.3719/04/2019
MSCI World/Utilities NR USD5.7320.6910.4511.0219/04/2019
MSCI Europe Ex UK NR EUR12.254.3210.397.3519/04/2019
FTSE AW Asean TR USD4.832.0010.317.1119/04/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR2.9412.3710.3010.3731/03/2019
MSCI Europe Value NR EUR10.991.2710.305.1719/04/2019
TReuters Global CB TR USD6.9611.2010.288.8719/04/2019
Morningstar DM Europe 100 GR EUR12.316.8010.226.5118/04/2019
MSCI Switzerland NR CHF10.6216.5810.218.1519/04/2019
FTSE EPRA Nareit Global TR USD10.6620.1310.2012.3019/04/2019
MSCI Europe NR EUR12.264.7910.097.0219/04/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR6.4613.8810.0410.7718/04/2019
FTSE EPRA Nareit Eurozone TR EUR7.433.459.9712.6619/04/2019
MSCI Europe Growth NR EUR13.528.399.838.7619/04/2019
FTSE AllSh TR GBP12.685.629.686.7118/04/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR5.497.319.648.6818/04/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2.038.729.609.4118/04/2019
FSE DAX TR EUR11.46-3.519.576.4018/04/2019
MSCI Spain NR EUR9.140.069.512.8919/04/2019
S&P Global Clean Energy TR USD19.4815.989.496.3718/04/2019
Euronext BEL 20 NR EUR14.450.609.488.2318/04/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR-
MSCI World/Health Care NR USD-0.6313.359.4512.9319/04/2019
Tel Aviv SE TA 125 TR ILS11.4716.069.327.6518/04/2019
S&P Pan Africa TR11.32-4.569.136.0419/04/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR5.7010.949.099.2119/04/2019
MSCI World/Energy NR USD14.193.519.011.7119/04/2019
MSCI Europe High Div Yld NR EUR10.528.999.007.2119/04/2019
S&P Mid-East and Africa BMI TR USD10.67-0.658.966.0219/04/2019
MSCI Nordic Countries NR EUR11.026.938.907.7919/04/2019
Morningstar EM Corp Bd TR USD3.4715.638.9010.0418/04/2019
Morningstar EM Corp Bd TR USD3.4715.638.9010.0418/04/2019
ICE BofAML Gbl HY Constnd TR HEUR3.101.788.784.6218/04/2019
TReuters Global Hedged CB TR EUR4.991.988.754.9519/04/2019
MSCI AC Asia Ex JPN Small NR USD8.22-3.098.737.2319/04/2019
MSCI Sweden NR SEK13.039.638.666.5819/04/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR6.239.368.667.7218/04/2019
Morningstar UK Gov Infl Lkd TR GBP4.807.868.658.5018/04/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR6.006.928.626.8518/04/2019
FTSE EPRA Nareit United States TR USD11.4030.948.5913.6219/04/2019
TReuters Global Focus Hedged CB TR USD5.5213.008.198.8619/04/2019
MSCI Sweden Small Cap NR SEK9.506.038.1811.4719/04/2019
Morningstar EM Composite Bd TR USD3.6214.588.189.9518/04/2019
BBgBarc Pan Euro HY Euro TR EUR2.791.788.095.3418/04/2019
FTSE EPRA Nareit Developed Europe TR EUR8.514.568.0710.4119/04/2019
JPM EMBI Global TR USD4.3113.268.0310.0018/04/2019
BBgBarc Gbl Infl Linked TR Hdg USD0.9214.538.039.8419/04/2019
Morningstar Livestock Cmdty TR USD4.7920.767.873.8018/04/2019
Morningstar Lng-Only Cmdty TR USD10.786.037.80-5.1218/04/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur5.423.627.796.0318/04/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR3.9310.157.768.2419/04/2019
FTSE 250 Ex Investment Trust TR GBP15.010.237.686.8018/04/2019
Morningstar EM Sovereign Bd TR USD4.1313.187.6010.0918/04/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS6.069.987.576.8018/04/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR3.4214.197.539.4118/04/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD2.6115.597.419.3919/04/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 256.5410.607.267.3218/04/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 255.809.747.247.2318/04/2019
FTSE EPRA Nareit Switzerland TR EUR3.467.227.2110.3819/04/2019
Tel Aviv SE All Bond5.309.157.217.1518/04/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 258.9713.167.137.4318/04/2019
Markit iBoxx ALBI China Offshore TR CNH2.848.557.058.1419/04/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd5.357.666.976.4219/04/2019
ICE BofAML Sterling HY TR GBP6.343.996.965.9518/04/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR2.014.446.946.3418/04/2019
ICE BofAML Gbl HY Constnd TR HGBP7.323.486.774.4318/04/2019
BBgBarc US Corp Bond TR USD3.0315.226.679.0518/04/2019
Markit iBoxx Asian USD Dollar Bd TR USD2.1615.746.619.8318/04/2019
JPM GBI-EM Global Diversified TR USD2.082.606.604.5519/04/2019
FTSE Small Cap Ex Invest Trust TR GBP7.65-6.096.535.4118/04/2019
FTSE Polish GBI PLN-2.74-0.106.354.6018/04/2019
BBgBarc Gbl Agg Corp TR USD2.0911.116.317.2919/04/2019
Tel Aviv SE All Gov Bond TR ILS4.798.796.297.0018/04/2019
MSCI World/Comm Services NR USD14.5319.246.279.1019/04/2019
MSCI China A Onshore NR CNY38.678.186.2614.7619/04/2019
FTSE WBIG Eastern Europe EUR-0.974.646.206.2718/04/2019
BBgBarc Global Aggregate TR Hdg USD0.5414.866.158.9319/04/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS5.629.086.136.4718/04/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur1.982.616.045.0418/04/2019
Markit iBoxx ALBI TR USD0.5810.496.037.9719/04/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd3.486.575.805.5419/04/2019
BBgBarc Gbl Infl Linked TR USD0.797.205.766.3319/04/2019
Morningstar UK Bank Capital TR GBP4.983.695.675.2418/04/2019
FTSE 100 PR GBP10.881.955.502.4018/04/2019
Morningstar UK Eurobond Corp TR GBP4.984.405.315.8318/04/2019
JPM EMBI Global Hedged TR EUR1.68-
TReuters Europe CB TR EUR2.741.915.273.8019/04/2019
BBgBarc Gbl Infl Linked TR Hdg EUR-1.611.125.233.8619/04/2019
MSCI World/Biotechnology NR USD-
Markit iBoxx ALBI Singapore TR SGD-1.509.505.196.3818/04/2019
BBgBarc Gbl Infl Linked US TIPS TR USD0.7812.105.187.0619/04/2019
Morningstar Euro Bank Capital TR EUR-
BBgBarc Euro Agg Corps TR EUR-0.271.935.163.8418/04/2019
BBgBarc Sterling Agg Corp TR GBP4.183.495.095.6118/04/2019
MSCI Denmark NR DKK9.585.295.0310.0219/04/2019
Morningstar US Core Bd TR USD0.4114.444.998.1218/04/2019
BBgBarc US Agg Bond TR USD0.4214.364.997.9918/04/2019
Markit iBoxx ALBI Hong Kong TR HKD-0.5214.594.998.0519/04/2019
Tel Aviv SE Makams T-Bill TR ILS1.947.204.964.7718/04/2019
Morningstar Eurobond Corp TR EUR-0.342.164.933.7518/04/2019
FTSE EMU GBI 10+ Yr EUR0.642.764.887.6618/04/2019
FTSE USD EuroDep 3 Mon USD-1.3212.114.766.4118/04/2019
Morningstar Australasian Bd TR USD2.258.474.715.1318/04/2019
ICE BofAML USD 3M Dep OR CM TR USD-1.2612.164.706.3318/04/2019
Morningstar Euro Gov Infl Lkd TR EUR-1.51-1.044.603.5518/04/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR0.022.024.583.3619/04/2019
Morningstar Eurozone Bd TR EUR-1.421.844.544.3819/04/2019
BBgBarc Global Aggregate TR USD-0.458.744.526.0919/04/2019
BBgBarc US Aggregate 1-3 Yr TR USD-0.9612.834.486.5418/04/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR-0.418.114.455.7619/04/2019
BBgBarc Euro Infln Lkd TR EUR-2.15-1.684.322.8818/04/2019
BBgBarc Euro Agg Bond TR EUR-1.391.514.243.9718/04/2019
BBgBarc Pan Euro Agg TR EUR-0.921.864.054.1418/04/2019
FTSE EMU GBI EUR-1.541.214.024.2718/04/2019
FTSE US GBI USD-0.7113.873.937.3218/04/2019
TReuters Global Focus Hedged CB TR CHF1.624.863.864.1019/04/2019
Morningstar Gbl xUS Gov Bd TR USD-1.784.363.684.9219/04/2019
Morningstar Metals Cmdty TR USD-0.540.753.662.7418/04/2019
BBgBarc Sterling Agg TR GBP2.133.213.645.1718/04/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR3.55-15.113.634.2619/04/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-2.83-0.013.581.9818/04/2019
Morningstar Gbl Gov Bd TR USD-1.456.883.535.5918/04/2019
BBgBarc Global Aggregate TR Hdg NOK1.743.083.521.3819/04/2019
BBgBarc Global Aggregate TR Hdg EUR-2.001.403.382.9619/04/2019
FTSE UK GBI GBP1.783.093.365.2818/04/2019
BBgBarc Gbl Infl Linked TR Hdg GBP2.562.933.343.8519/04/2019
Morningstar UK Bd TR GBP1.623.053.185.0818/04/2019
EMIX Global Mining Global Gold TR USD1.
FTSE Danish GBI 3-5 Yr DKK-
BBgBarc Euro Agg 1-3 Yr TR EUR-3.46-0.482.981.4318/04/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.113.772.893.3119/04/2019
Morningstar Canadian Bd TR CAD1.818.202.883.7818/04/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-3.66-0.632.831.3018/04/2019
Morningstar Japanese Bd TR JPY-3.156.362.625.4719/04/2019
BBgBarc Gbl Agg Corp TR Hdg GBP4.223.812.583.2819/04/2019
BBgBarc Gbl Agg Corp TR Hdg CHF-1.216.892.584.1019/04/2019
EONIA Capitalisé 360j TR EUR-3.82-0.972.520.7318/04/2019
FTSE EUR EuroDep 3 Mon EUR-3.83-1.032.460.7318/04/2019
FTSE Danish GBI 1-3 Yr DKK-3.78-1.092.410.9518/04/2019
OSE Statsobligasjonsind 0.25-
OSE Statsobligasjonsind 1.00-
OSE Statsobligasjonsind 3.00-0.491.342.31-0.3717/04/2019
FTSE Japanese GBI JPY-2.726.672.305.6918/04/2019
Morningstar Shrt/Flt Cmdty TR USD-11.377.281.495.1018/04/2019
BBgBarc Global Aggregate TR Hdg GBP2.143.211.402.8819/04/2019
BBgBarc Global Aggregate TR Hdg CHF-
Morningstar Lng/Shrt Cmdty TR USD-0.455.081.272.6718/04/2019
Morningstar Swiss Bd TR CHF-3.468.241.274.8618/04/2019
FTSE Swiss GBI CHF-4.635.460.973.2318/04/2019
BBgBarc Gbl Infl Linked Sweden TR USD-6.200.660.841.5619/04/2019
Morningstar Lng/Flt Cmdty TR USD-1.461.400.831.5218/04/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP0.461.160.681.0718/04/2019
FTSE/JSE SA Listed Property TR ZAR4.99-14.410.685.1718/04/2019
FTSE GBP EuroDep 3 Mon GBP0.260.770.560.5718/04/2019
FTSE Swiss GBI 1-3 Yr CHF-5.093.690.551.9118/04/2019
FTSE CHF EuroDep 1 Mon CHF-5.023.460.441.4618/04/2019
Morningstar Lng/Shrt Cmdty ER USD-1.162.870.051.9018/04/2019
FTSE Swedish GBI SEK-5.560.59-0.171.0418/04/2019
Morningstar Shrt-Only Cmdty TR USD-10.9615.03-1.7014.0718/04/2019
FTSE Swedish GBI 1-3 Yr SEK-6.71-1.94-1.79-1.5718/04/2019
FTSE SEK EuroDep 3 Mon SEK-6.80-1.79-2.03-2.1318/04/2019
Morningstar Agriculture Cmdty TR USD-5.77-8.84-5.23-6.9618/04/2019
MSCI Turkey NR EUR-4.08-31.27-13.92-7.3719/04/2019
Morningstar Euro Covered Bd TR LCL-----
An extensive list of indices comprising fund returns. Specifying industry standard indices: MSCI, FTSE, Citigroup, Lehman Brothers and JP Morgan with 1-year, 3-year and 5-year returns.

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