Market Index Performance: Total Returns

Index

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.

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IndexYTD Return%1 Year Return %3 Year Anlsd %5 Year Anlsd %Date
MSCI Brazil NR USD12.855.9536.9510.6822/02/2019
MSCI World/Information Tech NR USD11.6813.1425.8521.4822/02/2019
MSCI Russia NR USD9.923.8325.567.4422/02/2019
Morningstar US Small Growth TR EUR16.8718.7423.7714.8322/02/2019
MSCI EM Latin America NR USD10.961.7723.207.6322/02/2019
MSCI BRIC NR USD9.14-2.9522.6511.9522/02/2019
Vietnam VN Index7.92-4.0222.5315.0122/02/2019
Morningstar US Mid Growth TR EUR14.9118.3822.0315.4122/02/2019
Morningstar US Growth TR EUR11.9117.2021.9918.2822/02/2019
Morningstar US Large Growth TR EUR10.0016.5321.8219.3222/02/2019
MSCI China NR USD12.39-6.4321.5414.2622/02/2019
MSCI Thailand NR THB7.674.0221.4615.0022/02/2019
Russell 1000 Growth TR USD10.2614.5521.1118.6722/02/2019
Russell 2000 TR USD15.1712.4420.6413.3222/02/2019
MSCI Hong Kong NR HKD11.6213.3520.1915.1122/02/2019
MSCI Golden Dragon NR USD10.19-1.5120.0814.0622/02/2019
S&P Global Natural Resources TR USD9.464.2719.816.9722/02/2019
Morningstar Energy Cmdty TR USD19.9711.6619.80-10.4322/02/2019
Morningstar US Small Cap TR EUR15.3812.4919.2813.3022/02/2019
Morningstar US Mid Cap TR EUR13.4013.5718.8014.9722/02/2019
Russell 3000 TR USD9.9312.7118.6116.0622/02/2019
Morningstar US Market TR USD9.8212.7318.5816.1922/02/2019
Morningstar US Market TR EUR9.8212.7318.5816.1922/02/2019
Morningstar US Market TR GBP9.8212.7318.5816.1922/02/2019
Morningstar US Large Cap TR EUR8.3312.4918.4616.8022/02/2019
Russell 1000 TR USD9.5312.7118.4416.3022/02/2019
MSCI World/Materials NR USD9.09-1.1618.218.0022/02/2019
S&P 500 TR USD8.9912.4718.2116.5922/02/2019
Athens Exchange Athex Composite TR6.79-19.6918.09-8.9522/02/2019
MSCI AC Asia Ex Japan NR USD7.34-1.3018.0612.0222/02/2019
MSCI EM NR USD7.09-3.5417.939.6922/02/2019
Russell Mid Cap TR USD13.1212.8717.8814.4222/02/2019
OSE FXLT Mutual Fund Index Linked/TOTX7.265.4417.877.1222/02/2019
MSCI Korea NR USD7.41-3.3317.689.0822/02/2019
Red Rocks Gbl Listed Private Eqty TR USD11.191.4217.6711.1422/02/2019
Morningstar US Small Core TR EUR14.7610.4617.6013.1822/02/2019
MSCI Austria NR EUR6.60-18.4317.554.6322/02/2019
MSCI EM Europe NR EUR7.03-5.1317.313.3022/02/2019
MSCI AC Asia Pac Ex JPN NR USD7.44-0.1217.3010.9022/02/2019
Morningstar US Core TR EUR9.719.6317.2615.6822/02/2019
Tel Aviv SE Yeter- Rest of shares TR ILS11.562.3417.2213.1221/02/2019
Morningstar US Mid Core TR EUR13.9112.0117.1514.6322/02/2019
MSCI World Small Cap NR USD11.925.5417.1411.7422/02/2019
Morningstar US Mid Val TR EUR11.2110.1717.1314.8022/02/2019
Morningstar US Large Core TR EUR7.968.4917.1216.1622/02/2019
DJ Islamic World TR USD7.969.1717.0913.0521/02/2019
MSCI World Growth NR USD9.408.8016.8413.9522/02/2019
MSCI Germany Small Cap NR EUR9.51-10.3416.8311.8322/02/2019
MSCI Taiwan NR USD3.030.0816.8212.8522/02/2019
Morningstar US Small Val TR EUR14.718.7216.5511.8422/02/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR6.45-0.7116.3511.8522/02/2019
Morningstar US Value TR EUR8.4111.1716.3414.5322/02/2019
MSCI Pacific Ex Japan NR USD8.717.2216.259.5122/02/2019
Beassa ALBI TR ZAR2.54-8.2116.198.5322/02/2019
Morningstar US Large Val TR EUR7.1911.5816.0614.6622/02/2019
MSCI World/Financials NR USD7.51-4.3715.9610.2122/02/2019
Russell 1000 Value TR USD8.8210.6515.6913.8622/02/2019
MSCI AC Asia Pacific ex Japan HDY NR USD6.172.1915.609.0222/02/2019
MSCI AC Asia Pacific NR USD6.22-0.8515.4710.8522/02/2019
MSCI World NR USD8.307.2915.4112.1122/02/2019
MSCI Singapore NR SGD4.57-0.5215.338.4222/02/2019
Beassa 1-3 Yr TR ZAR1.42-4.0315.268.2022/02/2019
Euronext AEX All Share TR EUR8.062.4515.2410.0222/02/2019
S&P Global Water TR9.3913.3015.1212.4722/02/2019
Morningstar US Mid Core PR EUR13.6810.1815.1212.7022/02/2019
MSCI India NR USD-4.741.0414.7213.5122/02/2019
MSCI Canada NR USD13.218.3014.526.5222/02/2019
MSCI Australia NR USD7.935.2014.377.2022/02/2019
TOPIX TR JPY4.29-2.6714.0111.6421/02/2019
MSCI Poland NR EUR-1.27-6.5413.971.4422/02/2019
MSCI World Value NR USD7.205.7113.9210.2222/02/2019
FTSE AW Asean TR USD4.390.6313.698.2122/02/2019
FTSE EPRA Nareit Developed Asia TR USD7.6616.5413.6110.6422/02/2019
S&P Global Infrastructure TR USD8.8113.3113.5411.0322/02/2019
FTSE/JSE All Share TR ZAR6.66-11.5413.536.5122/02/2019
Euronext Paris CAC Mid 60 NR EUR6.65-12.4313.489.5922/02/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR5.475.3813.3410.4822/02/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR3.931.9813.329.9821/02/2019
STeFI Composite ZAR1.20-4.7113.316.9422/02/2019
MSCI EMU Small Cap NR EUR7.68-10.0313.278.5122/02/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR5.727.9713.2711.4022/02/2019
MSCI Emerging Markets SMID NR USD4.34-5.3013.267.7822/02/2019
MSCI World/Health Care NR USD4.8916.5313.2413.2422/02/2019
BBgBarc US Corporate High Yield TR USD3.1811.1713.199.8422/02/2019
Euronext Paris CAC 40 NR EUR6.72-1.2113.187.1122/02/2019
MSCI Europe ex UK Small Cap NR EUR7.23-8.6813.109.3622/02/2019
MSCI EMU SMID NR EUR7.60-8.2813.097.9022/02/2019
STeFI 3 Month NCD ZAR1.15-5.0112.936.5922/02/2019
FTSE EPRA Nareit Global TR USD8.8818.6612.7712.4522/02/2019
MSCI Portugal NR EUR5.782.1012.74-1.3422/02/2019
MSCI World High Dividend Yield NR USD6.228.7712.7110.3522/02/2019
MSCI Nordic Countries Small Cap NR USD6.44-0.9912.6110.4722/02/2019
Morningstar EM Corp Bd TR Hdg EUR0.544.3112.596.6622/02/2019
MSCI Indonesia NR IDR2.470.6712.499.4722/02/2019
ICE BofAML Gbl HY Constnd TR USD2.528.4112.409.0922/02/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR2.706.7212.3112.2931/01/2019
EMIX Global Mining Global Gold TR USD7.9515.0112.304.9521/02/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR6.392.0811.998.4922/02/2019
S&P Pan Africa TR4.24-15.6811.956.4322/02/2019
MSCI World/Energy NR USD10.868.4211.872.3722/02/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR6.487.7311.8512.6722/02/2019
MSCI Europe Small Cap NR EUR8.19-6.6711.848.2022/02/2019
FTSE EPRA Nareit Eurozone TR EUR4.013.5311.8112.2522/02/2019
MSCI EAFE NR USD6.27-0.2711.817.2722/02/2019
MSCI World/Utilities NR USD5.1124.2111.7311.5322/02/2019
S&P Global Agribusiness Equity TR USD7.292.0711.709.3622/02/2019
S&P Global Clean Energy TR USD15.6114.1011.645.3022/02/2019
S&P Mid-East and Africa BMI TR USD3.23-12.1211.636.4022/02/2019
TReuters Global CB TR USD4.207.7111.538.0521/02/2019
FTSE EPRA Nareit United States TR USD10.9430.7011.5314.2122/02/2019
MSCI Europe SMID NR EUR8.14-5.1711.427.6522/02/2019
MSCI EMU NR EUR6.16-5.1011.415.9022/02/2019
MSCI Switzerland NR CHF7.177.2711.387.7322/02/2019
Tel Aviv SE TA 125 TR ILS7.857.7911.297.5721/02/2019
ICE BofAML Gbl HY Constnd TR HEUR1.39-1.0811.294.5722/02/2019
MSCI Europe Value NR EUR5.39-3.9411.263.9322/02/2019
MSCI Europe Ex UK NR EUR6.25-2.6311.086.2722/02/2019
Morningstar Eurozone 50 GR EUR5.72-4.5010.985.6222/02/2019
MSCI Frontier Markets NR USD4.85-7.6110.976.5822/02/2019
MSCI Spain NR EUR4.53-5.5410.932.7722/02/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR-2.35-3.1310.923.2922/02/2019
MSCI Italy NR EUR7.19-8.5010.912.7422/02/2019
MSCI Europe NR EUR6.57-1.0710.825.8022/02/2019
TReuters Global Hedged CB TR EUR3.25-0.3110.804.4421/02/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR2.883.8310.528.4022/02/2019
Morningstar DM Europe 100 GR EUR6.270.4310.485.3222/02/2019
MSCI Europe High Div Yld NR EUR6.395.1910.456.3222/02/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR3.379.0010.3710.2122/02/2019
MSCI Europe Growth NR EUR7.741.8410.347.5822/02/2019
MSCI AC Asia Ex JPN Small NR USD3.83-8.0210.107.0322/02/2019
FTSE AllSh TR GBP7.742.5510.105.2122/02/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR3.455.0610.088.8322/02/2019
FSE DAX TR EUR4.99-9.6610.034.5822/02/2019
FTSE EPRA Nareit Switzerland TR EUR1.435.589.9610.8922/02/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR3.393.509.806.5822/02/2019
BBgBarc Pan Euro HY Euro TR EUR0.01-1.879.785.0922/02/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR2.25-19.749.775.9322/02/2019
Morningstar Lng-Only Cmdty TR USD9.105.719.76-5.0822/02/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR-0.794.089.609.1622/02/2019
MSCI Nordic Countries NR EUR5.56-1.519.586.5622/02/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR2.843.689.567.4621/02/2019
Morningstar EM Corp Bd TR USD0.9210.179.509.7822/02/2019
Morningstar EM Corp Bd TR USD0.9210.179.509.7822/02/2019
FTSE EPRA Nareit Developed Europe TR EUR5.204.989.419.6522/02/2019
JPM GBI-EM Global Diversified TR USD1.660.509.345.2122/02/2019
MSCI World/Biotechnology NR USD1.903.499.3410.7822/02/2019
MSCI Sweden Small Cap NR SEK5.330.259.2110.7622/02/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 256.567.059.067.8221/02/2019
JPM EMBI Global TR USD2.189.418.8710.3022/02/2019
Morningstar EM Composite Bd TR USD1.329.988.779.9222/02/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR2.264.458.747.9822/02/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS2.834.688.556.6021/02/2019
TReuters Global Focus Hedged CB TR USD2.748.318.508.2721/02/2019
Euronext BEL 20 NR EUR6.64-9.358.497.3522/02/2019
MSCI Sweden NR SEK4.50-3.068.494.8422/02/2019
ICE BofAML Gbl HY Constnd TR HGBP4.861.738.464.2722/02/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 253.855.218.427.3221/02/2019
Morningstar EM Sovereign Bd TR USD2.179.568.3610.4722/02/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur2.130.108.285.4822/02/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 253.034.558.187.1021/02/2019
Morningstar UK Gov Infl Lkd TR GBP2.715.528.128.9322/02/2019
Tel Aviv SE All Bond2.494.097.996.9421/02/2019
FTSE Small Cap Ex Invest Trust TR GBP4.24-6.097.743.8222/02/2019
FTSE 250 Ex Investment Trust TR GBP10.85-1.017.725.3522/02/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR0.312.167.696.2722/02/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR1.039.897.468.9522/02/2019
JPM EMBI Global Hedged TR EUR0.89-2.347.424.5022/02/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd1.02-0.467.405.5222/02/2019
BBgBarc Gbl Infl Linked TR Hdg USD-0.7311.137.309.8122/02/2019
FTSE Polish GBI PLN-3.46-0.347.214.5922/02/2019
ICE BofAML Sterling HY TR GBP2.640.947.215.6022/02/2019
Markit iBoxx ALBI China Offshore TR CNH1.367.037.177.3722/02/2019
Markit iBoxx ALBI TR USD-0.608.777.088.1222/02/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD-0.0510.387.038.9322/02/2019
Tel Aviv SE All Gov Bond TR ILS2.284.097.026.8321/02/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS2.544.006.986.3021/02/2019
FTSE WBIG Eastern Europe EUR-2.102.376.846.1522/02/2019
BBgBarc US Corp Bond TR USD0.169.976.748.5822/02/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur-0.060.306.594.8422/02/2019
MSCI Denmark NR DKK6.15-3.016.598.9622/02/2019
BBgBarc Gbl Agg Corp TR USD-0.136.626.467.0022/02/2019
Markit iBoxx Asian USD Dollar Bd TR USD-0.1610.826.369.5222/02/2019
Markit iBoxx ALBI Singapore TR SGD-2.227.766.286.5122/02/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd-0.30-1.146.254.7522/02/2019
Morningstar Australasian Bd TR USD0.674.766.165.8022/02/2019
BBgBarc Euro Agg Corps TR EUR-1.49-0.756.053.7922/02/2019
Morningstar China Large Cap CNY13.26-11.275.9911.9322/02/2019
BBgBarc Gbl Infl Linked TR Hdg EUR-1.96-0.675.984.2222/02/2019
Morningstar Euro Bank Capital TR EUR-1.98-1.235.963.5622/02/2019
FTSE 100 PR GBP6.70-1.025.940.9822/02/2019
TReuters Global Focus Hedged CB TR CHF0.83-1.465.874.1121/02/2019
Morningstar UK Eurobond Corp TR GBP2.642.625.875.6722/02/2019
TReuters Europe CB TR EUR0.23-2.035.853.3822/02/2019
Tel Aviv SE Makams T-Bill TR ILS0.753.265.834.5721/02/2019
Morningstar Eurobond Corp TR EUR-1.56-0.565.803.7122/02/2019
BBgBarc Sterling Agg Corp TR GBP2.552.465.795.5822/02/2019
BBgBarc Gbl Infl Linked TR USD-0.335.095.796.5122/02/2019
Morningstar UK Bank Capital TR GBP2.201.205.744.9722/02/2019
BBgBarc Gbl Agg Corp TR Hdg EUR-1.28-1.385.663.3322/02/2019
MSCI World/Comm Services NR USD7.0810.615.577.6422/02/2019
Morningstar Metals Cmdty TR USD2.752.655.512.3722/02/2019
FTSE/JSE SA Listed Property TR ZAR6.28-13.415.448.0622/02/2019
BBgBarc Global Aggregate TR Hdg USD-1.1111.505.438.6122/02/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR-0.712.835.415.8122/02/2019
FTSE EMU GBI 10+ Yr EUR-1.443.095.288.0522/02/2019
Morningstar Euro Gov Infl Lkd TR EUR-3.12-2.384.963.5822/02/2019
BBgBarc Euro Infln Lkd TR EUR-3.12-2.424.872.8622/02/2019
BBgBarc Euro Agg Bond TR EUR-2.220.394.864.1122/02/2019
Morningstar Eurozone Bd TR EUR-2.350.824.854.6122/02/2019
BBgBarc Gbl Infl Linked US TIPS TR USD-0.889.544.856.8122/02/2019
BBgBarc Global Aggregate TR USD-1.446.184.716.0122/02/2019
BBgBarc Pan Euro Agg TR EUR-1.650.884.594.2722/02/2019
Morningstar Gbl xUS Gov Bd TR USD-1.913.224.585.0922/02/2019
FTSE EMU GBI EUR-2.390.634.584.4922/02/2019
Morningstar US Core Bd TR USD-1.2810.724.567.7222/02/2019
BBgBarc Global Aggregate TR Hdg NOK-0.810.604.551.2822/02/2019
BBgBarc US Agg Bond TR USD-1.2810.664.557.6122/02/2019
FTSE Japanese GBI JPY-2.325.134.545.7422/02/2019
Morningstar Canadian Bd TR CAD1.737.294.463.9822/02/2019
Morningstar Japanese Bd TR JPY-2.584.824.385.7822/02/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-2.84-1.654.372.0222/02/2019
Markit iBoxx ALBI Hong Kong TR HKD-1.5610.284.327.7822/02/2019
FTSE USD EuroDep 3 Mon USD-2.089.274.196.1022/02/2019
Morningstar Gbl Gov Bd TR USD-1.955.394.145.5922/02/2019
BBgBarc Global Aggregate TR Hdg EUR-2.34-0.354.143.0622/02/2019
ICE BofAML USD 3M Dep OR CM TR USD-2.039.244.116.0222/02/2019
BBgBarc Gbl Agg Corp TR Hdg CHF-1.91-0.244.104.2222/02/2019
FTSE Danish GBI 3-5 Yr DKK-2.72-0.614.101.8822/02/2019
BBgBarc US Aggregate 1-3 Yr TR USD-1.939.483.956.1822/02/2019
BBgBarc Sterling Agg TR GBP1.884.083.735.4022/02/2019
BBgBarc Euro Agg 1-3 Yr TR EUR-3.22-1.773.701.5222/02/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-3.34-1.823.541.4122/02/2019
BBgBarc Gbl Infl Linked TR Hdg GBP1.492.253.484.0922/02/2019
OSE Statsobligasjonsind 3.00-1.53-0.873.39-0.3022/02/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-3.56-2.943.372.7822/02/2019
EONIA Capitalisé 360j TR EUR-3.30-1.823.340.8321/02/2019
FTSE UK GBI GBP2.054.793.345.6222/02/2019
FTSE Danish GBI 1-3 Yr DKK-3.33-2.203.291.0322/02/2019
FTSE US GBI USD-1.9710.823.276.9422/02/2019
Morningstar Livestock Cmdty TR USD-4.13-0.453.253.1122/02/2019
FTSE EUR EuroDep 3 Mon EUR-3.30-2.163.220.8322/02/2019
OSE Statsobligasjonsind 1.00-1.81-1.693.16-1.1622/02/2019
OSE Statsobligasjonsind 0.25-1.80-1.653.16-1.3222/02/2019
Morningstar UK Bd TR GBP1.764.593.125.3922/02/2019
BBgBarc Gbl Agg Corp TR Hdg GBP2.161.513.053.1222/02/2019
BBgBarc Global Aggregate TR Hdg CHF-2.970.822.593.9522/02/2019
Morningstar Swiss Bd TR CHF-2.754.572.455.5822/02/2019
FTSE Swiss GBI CHF-3.631.092.093.5722/02/2019
FTSE Swiss GBI 1-3 Yr CHF-3.99-0.941.682.1522/02/2019
FTSE CHF EuroDep 1 Mon CHF-3.95-1.081.631.7022/02/2019
BBgBarc Gbl Infl Linked Sweden TR USD-7.67-4.871.611.2322/02/2019
BBgBarc Global Aggregate TR Hdg GBP1.092.591.552.8622/02/2019
MSCI China A Onshore NR CNY16.68-14.301.089.7922/02/2019
Morningstar Lng/Flt Cmdty TR USD-0.773.690.871.9122/02/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP0.250.990.681.0522/02/2019
FTSE GBP EuroDep 3 Mon GBP0.130.730.550.5622/02/2019
Morningstar Shrt/Flt Cmdty TR USD-11.046.100.494.9122/02/2019
FTSE Swedish GBI SEK-6.78-4.850.480.7622/02/2019
Morningstar Lng/Shrt Cmdty TR USD-1.456.08-0.052.5822/02/2019
FTSE Swedish GBI 1-3 Yr SEK-7.63-7.79-1.00-1.9922/02/2019
Morningstar Lng/Shrt Cmdty ER USD-1.803.99-1.151.8922/02/2019
FTSE SEK EuroDep 3 Mon SEK-7.68-7.84-1.21-2.5822/02/2019
Morningstar Agriculture Cmdty TR USD-1.66-6.31-1.99-4.5622/02/2019
MSCI Turkey NR EUR10.19-30.49-4.52-1.2822/02/2019
Morningstar Shrt-Only Cmdty TR USD-12.138.13-5.8212.9922/02/2019
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.