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 USD23.8810.7927.6723.2014/06/2019
MSCI Brazil NR USD12.1238.7926.276.5814/06/2019
MSCI Russia NR USD28.3533.8125.5610.3414/06/2019
Morningstar US Large Growth TR EUR19.9812.1622.9120.7914/06/2019
Morningstar US Growth TR EUR22.3112.1122.6220.0914/06/2019
Morningstar US Mid Growth TR EUR28.2716.0522.1618.4614/06/2019
Russell 1000 Growth TR USD20.4712.5322.0820.2514/06/2019
MSCI Thailand NR THB13.149.9919.4613.7414/06/2019
Athens Exchange Athex Composite TR37.4512.7519.39-3.9814/06/2019
Morningstar US Small Growth TR EUR20.123.5819.3216.1514/06/2019
MSCI BRIC NR USD9.99-1.1919.0710.0314/06/2019
MSCI Austria NR EUR5.94-14.9519.016.0014/06/2019
Morningstar US Large Cap TR EUR17.0512.2718.7717.5814/06/2019
S&P 500 TR USD17.4711.9618.2817.3314/06/2019
Russell 1000 TR USD17.7211.5018.2217.0714/06/2019
Morningstar US Market TR GBP17.7510.9418.1816.9714/06/2019
Morningstar US Market TR USD17.7510.9418.1816.9714/06/2019
Morningstar US Market TR EUR17.7510.9418.1816.9714/06/2019
Russell 3000 TR USD17.5210.3718.0416.8014/06/2019
MSCI China NR USD7.86-13.9418.0012.6514/06/2019
MSCI EM Latin America NR USD10.1621.2717.844.5114/06/2019
MSCI ACWI Growth NR USD18.076.9917.7714.7814/06/2019
Vietnam VN Index7.31-2.9117.7415.2314/06/2019
Morningstar US Large Core TR EUR16.8411.5417.5216.8914/06/2019
MSCI Hong Kong NR HKD11.746.6317.4113.9514/06/2019
Red Rocks Gbl Listed Private Eqty TR USD19.804.2617.3112.7114/06/2019
Morningstar US Mid Cap TR EUR20.8610.2217.2816.0314/06/2019
MSCI Golden Dragon NR USD8.25-7.5517.0812.5414/06/2019
MSCI EM Europe NR EUR17.3218.7517.074.1914/06/2019
Morningstar US Core TR EUR17.5210.5516.8616.3014/06/2019
MSCI Poland NR EUR0.385.8116.772.1114/06/2019
DJ Islamic World TR USD16.217.5316.6714.0116/06/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR10.20-3.1216.3611.9314/06/2019
MSCI Germany Small Cap NR EUR13.86-10.2416.3112.9314/06/2019
Russell Mid Cap TR USD20.239.3116.2615.2714/06/2019
FTSE Italia AllShare TR EUR14.37-3.4416.194.8514/06/2019
Euronext AEX All Share TR EUR15.483.0116.1810.9014/06/2019
MSCI World/Financials NR USD13.151.5816.0610.6714/06/2019
Euronext Paris CAC 40 NR EUR14.701.2616.018.2014/06/2019
MSCI World/Materials NR USD14.65-1.5316.009.1014/06/2019
Beassa ALBI TR ZAR3.705.5015.767.8914/06/2019
MSCI World NR USD15.537.2915.7412.8314/06/2019
OSE FXLT Mutual Fund Index Linked/TOTX9.15-4.7915.715.4714/06/2019
Russell 2000 TR USD14.75-3.0915.6513.5414/06/2019
MSCI ACWI NR USD14.536.1615.6212.3014/06/2019
MSCI Pacific Ex Japan NR USD14.318.8315.509.5414/06/2019
S&P Global Natural Resources TR USD10.47-5.1115.396.5014/06/2019
S&P Global Clean Energy TR USD27.4823.4715.336.6014/06/2019
MSCI Taiwan NR USD6.24-0.5515.3011.7614/06/2019
MSCI India NR USD8.1810.7815.2811.8514/06/2019
Morningstar US Mid Core TR EUR20.049.9115.2115.2514/06/2019
S&P Global Water TR19.1116.5515.1713.2914/06/2019
MSCI AC Asia Ex Japan NR USD6.68-5.2215.1410.4114/06/2019
Morningstar US Large Val TR EUR13.0112.2215.0114.5014/06/2019
MSCI AC Asia Pac Ex JPN NR USD8.44-2.5014.999.7714/06/2019
MSCI EM NR USD7.17-2.1614.967.9314/06/2019
MSCI Switzerland NR CHF20.3021.8814.929.8314/06/2019
MSCI Australia NR USD16.8211.0014.877.9714/06/2019
Beassa 1-3 Yr TR ZAR2.335.8414.807.7414/06/2019
Morningstar US Value TR EUR13.029.3714.5614.1814/06/2019
Morningstar US Small Cap TR EUR16.10-0.7414.4813.1514/06/2019
Russell 1000 Value TR USD15.0110.4614.3113.8514/06/2019
Morningstar US Mid Val TR EUR13.814.3614.2514.1314/06/2019
Morningstar US Small Core TR EUR16.970.1914.1812.9614/06/2019
Morningstar Eurozone 50 GR EUR14.43-0.3314.116.5314/06/2019
MSCI AC Asia Pacific ex Japan HDY NR USD7.952.3813.967.9614/06/2019
MSCI Singapore NR SGD8.743.5813.967.7214/06/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR1.438.2413.944.1716/06/2019
MSCI AC Asia Pacific NR USD8.05-2.7113.8610.3214/06/2019
MSCI EMU SMID NR EUR12.58-6.6913.838.8214/06/2019
S&P Global Infrastructure TR USD19.2918.2513.7411.5314/06/2019
MSCI Europe Growth NR EUR18.385.3913.749.2414/06/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR16.7610.7813.7214.2116/06/2019
MSCI EMU Small Cap NR EUR13.11-7.6213.689.5114/06/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR12.918.9813.6712.2416/06/2019
MSCI EMU NR EUR12.73-2.5013.646.7314/06/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR12.475.1213.599.1716/06/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR12.197.4013.5911.2116/06/2019
MSCI Europe Ex UK NR EUR13.992.1513.547.2814/06/2019
MSCI Portugal NR EUR12.23-0.5213.46-1.1414/06/2019
MSCI ACWI Small NR USD13.26-3.0013.4511.4514/06/2019
MSCI ACWI Value NR USD11.035.3513.429.7814/06/2019
MSCI Europe ex UK Small Cap NR EUR12.85-7.4713.3810.1014/06/2019
FTSE EPRA Nareit Developed Asia TR USD14.4815.8113.2710.8114/06/2019
Morningstar US Mid Core PR EUR19.058.0313.2313.2814/06/2019
Morningstar DM Europe 100 GR EUR14.714.7513.176.4014/06/2019
MSCI Europe NR EUR13.341.2713.046.7314/06/2019
MSCI EAFE NR USD11.951.0613.027.9514/06/2019
Euronext Paris CAC Mid&Small NR EUR11.80-11.2112.999.5914/06/2019
STeFI Composite ZAR1.622.4212.946.6414/06/2019
FTSE/JSE All Share TR ZAR10.25-1.8412.935.4714/06/2019
Tel Aviv SE Yeter- Rest of shares TR ILS13.466.1112.9312.5616/06/2019
MSCI World High Dividend Yield NR USD12.8911.5912.8610.7414/06/2019
MSCI World/Utilities NR USD14.5125.1612.7712.4114/06/2019
MSCI World/Health Care NR USD8.5312.8312.7313.9214/06/2019
MSCI Nordic Countries Small Cap NR USD11.78-4.9412.7210.2214/06/2019
STeFI 3 Month NCD ZAR1.472.0912.566.2814/06/2019
MSCI Europe High Div Yld NR EUR11.776.5512.556.5214/06/2019
FSE DAX TR EUR13.63-5.9712.516.3714/06/2019
Tel Aviv SE TA 125 TR ILS13.5310.2612.438.2516/06/2019
TOPIX TR JPY7.08-4.5412.4311.8414/06/2019
MSCI Europe SMID NR EUR13.36-5.6712.258.7014/06/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR6.3714.3212.2310.4502/06/2019
MSCI Europe Value NR EUR8.24-2.9112.204.1014/06/2019
MSCI Europe Small Cap NR EUR13.10-8.0112.139.4414/06/2019
MSCI Indonesia NR IDR4.1613.7012.108.6514/06/2019
MSCI AC ASEAN NR USD7.236.8112.037.3014/06/2019
FTSE EPRA Nareit Global TR USD16.8015.3612.0212.8714/06/2019
FTSE EPRA Nareit Eurozone TR EUR11.031.1811.8911.7314/06/2019
MSCI Sweden Small Cap NR SEK14.742.5311.8311.3514/06/2019
BME IBEX 35 NR EUR8.25-2.8511.751.6914/06/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR8.887.3411.589.5116/06/2019
BBgBarc US Corporate High Yield TR USD9.9711.9211.4810.9514/06/2019
S&P Global Agribusiness Equity TR USD13.615.5111.449.6314/06/2019
MSCI Nordic Countries NR EUR10.331.3311.406.7114/06/2019
FTSE AllSh TR GBP11.57-2.3411.355.9514/06/2019
MSCI Korea NR USD-0.77-14.5811.256.2014/06/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR10.7410.5111.1411.3216/06/2019
MSCI Canada NR USD18.695.0311.106.1514/06/2019
MSCI Sweden NR SEK9.410.5111.105.3614/06/2019
MSCI Emerging Markets SMID NR USD5.55-5.2011.066.5514/06/2019
ICE BofAML Gbl HY Constnd TR USD9.0911.3911.0210.0614/06/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR9.347.3711.009.2916/06/2019
TReuters Global CB TR USD9.855.7510.879.1314/06/2019
FTSE EPRA Nareit Switzerland TR EUR13.6913.2010.8313.0014/06/2019
MSCI Frontier Markets NR USD11.764.8310.644.9214/06/2019
FTSE EPRA Nareit United States TR USD20.0522.2810.5014.7314/06/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR9.978.9610.438.4413/06/2019
S&P Mid-East and Africa BMI TR USD7.120.0510.424.9414/06/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR9.527.4510.259.8416/06/2019
NASDAQ Biotechnology TR USD7.70-1.7010.1911.4414/06/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR8.704.489.887.0716/06/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 2510.557.049.877.6113/06/2019
Morningstar US Small Val TR EUR11.04-5.859.8410.2814/06/2019
JPM EMBI Global Diversified TR USD10.6116.729.7911.4514/06/2019
S&P Pan Africa TR6.41-3.969.774.5514/06/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur8.754.929.766.5816/06/2019
Morningstar EM Corp Bd TR USD8.8016.099.7310.7614/06/2019
TReuters Global Hedged CB TR EUR7.250.799.625.4414/06/2019
FTSE EPRA Nareit Developed Europe TR EUR11.592.129.5810.2314/06/2019
JPM CEMBI Broad Diversified TR USD8.7315.119.5711.0914/06/2019
JPM ACI Non Investment Grade TR USD10.0515.279.5712.2814/06/2019
FTSE Polish GBI PLN2.377.929.565.3914/06/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 259.698.389.437.7613/06/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS10.9711.249.437.7016/06/2019
Morningstar UK Gov Infl Lkd TR GBP9.5210.599.389.6213/06/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 259.408.679.247.7313/06/2019
Morningstar EM Composite Bd TR USD9.2916.379.2210.6914/06/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2.272.989.119.3216/06/2019
ICE BofAML Gbl HY Constnd TR HEUR6.225.459.025.4514/06/2019
Tel Aviv SE All Bond9.9010.288.997.9216/06/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR8.017.408.909.0416/06/2019
Morningstar EM Sovereign Bd TR USD10.2616.928.8810.8514/06/2019
BBgBarc Gbl Infl Linked TR Hdg USD7.3212.668.8011.1914/06/2019
BBgBarc Pan Euro HY Euro TR EUR5.394.918.786.1414/06/2019
MSCI Denmark NR DKK15.018.878.7210.2714/06/2019
JPM GBI-EM Global Diversified TR USD6.7510.918.695.1714/06/2019
TReuters Global Focus Hedged CB TR USD7.506.098.659.1314/06/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd6.543.888.606.3416/06/2019
Morningstar China Large Cap CNY17.85-2.818.6014.0314/06/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR8.5211.888.5810.3016/06/2019
Euronext BEL 20 NR EUR7.95-5.268.416.9914/06/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR6.507.198.397.3116/06/2019
FTSE WBIG Eastern Europe EUR4.449.648.377.1314/06/2019
Tel Aviv SE All Gov Bond TR ILS9.5510.108.177.7116/06/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS10.7810.568.147.3016/06/2019
JPM Asia Credit TR USD8.3615.278.0911.0814/06/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD8.2414.378.0410.4714/06/2019
MSCI AC Asia Ex JPN Small NR USD3.76-11.357.945.9914/06/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur6.215.947.775.9716/06/2019
BBgBarc US Corp Bond TR USD9.0415.057.6610.1914/06/2019
FTSE 250 Ex Investment Trust TR GBP10.94-9.927.586.0914/06/2019
Morningstar Energy Cmdty TR USD15.22-7.897.54-11.6014/06/2019
FTSE 100 PR GBP9.18-5.417.441.6214/06/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd5.043.487.355.6016/06/2019
FTSE Small Cap Ex Invest Trust TR GBP8.05-9.677.295.7314/06/2019
JPM EMBI Global Diversified Hedge TR EUR7.
MSCI World/Comm Services NR USD15.6417.927.188.7014/06/2019
FTSE EMU GBI 10+ Yr EUR9.8814.937.109.6514/06/2019
JPM CEMBI Broad Diversified Hdg TR EUR5.307.667.085.2414/06/2019
Markit iBoxx ALBI TR USD4.3710.177.028.5714/06/2019
BBgBarc Gbl Agg Corp TR USD7.3611.907.008.3814/06/2019
BBgBarc Global Aggregate TR Hdg USD6.2913.666.9710.1214/06/2019
Markit iBoxx ALBI China Offshore TR CNH3.193.576.718.2414/06/2019
MSCI World/Energy NR USD8.82-9.476.60-0.2714/06/2019
ICE BofAML Sterling HY TR GBP6.804.356.555.6314/06/2019
TReuters Europe CB TR EUR5.171.406.514.5514/06/2019
BBgBarc Gbl Infl Linked TR USD5.968.266.487.4414/06/2019
Tel Aviv SE Makams T-Bill TR ILS5.046.576.475.4716/06/2019
BBgBarc Gbl Infl Linked TR Hdg EUR3.965.366.345.4714/06/2019
Morningstar US Core Bd TR USD6.2313.526.219.3014/06/2019
BBgBarc US Agg Bond TR USD6.2613.586.199.1714/06/2019
BBgBarc Euro Agg Corps TR EUR3.615.796.144.9514/06/2019
Morningstar Euro Gov Infl Lkd TR EUR3.214.316.104.7313/06/2019
Morningstar Euro Bank Capital TR EUR2.164.606.094.4814/06/2019
Morningstar Australasian Bd TR USD5.677.836.055.6014/06/2019
ICE BofAML Gbl HY Constnd TR HGBP7.504.596.004.0114/06/2019
Morningstar Eurozone Bd TR EUR4.258.385.935.8514/06/2019
BBgBarc Gbl Infl Linked US TIPS TR USD5.9610.435.908.0214/06/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-0.40-9.025.893.4816/06/2019
Markit iBoxx ALBI Singapore TR SGD2.259.495.807.2114/06/2019
Morningstar Eurobond Corp TR EUR2.965.345.714.7414/06/2019
BBgBarc Euro Agg Bond TR EUR3.677.235.675.3314/06/2019
FTSE EMU GBI EUR4.088.085.645.7314/06/2019
FTSE USD EuroDep 3 Mon USD2.228.415.567.3514/06/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR4.836.915.554.7114/06/2019
ICE BofAML USD 3M Dep OR CM TR USD2.338.475.527.2814/06/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR4.267.125.516.9916/06/2019
BBgBarc US Aggregate 1-3 Yr TR USD3.4610.185.507.6314/06/2019
Markit iBoxx ALBI Hong Kong TR HKD4.3213.005.489.1014/06/2019
BBgBarc Global Aggregate TR USD5.2210.655.407.3414/06/2019
FTSE US GBI USD5.6213.395.308.7014/06/2019
BBgBarc Euro Infln Lkd TR EUR1.352.705.303.9214/06/2019
BBgBarc Pan Euro Agg TR EUR3.866.925.205.3714/06/2019
Morningstar Shrt-Only Cmdty TR USD-4.4415.554.9315.8314/06/2019
TReuters Global Focus Hedged CB TR CHF4.602.204.875.0414/06/2019
Morningstar UK Bank Capital TR GBP5.554.294.865.1414/06/2019
Morningstar Gbl Gov Bd TR USD4.9110.414.817.0614/06/2019
Morningstar Gbl xUS Gov Bd TR USD4.599.144.626.4314/06/2019
BBgBarc Global Aggregate TR Hdg EUR2.956.264.524.4014/06/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR0.212.684.513.1314/06/2019
BBgBarc Global Aggregate TR Hdg NOK4.903.824.471.9914/06/2019
FTSE Danish GBI 3-5 Yr DKK0.683.324.343.1214/06/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd1.312.344.193.6916/06/2019
Morningstar UK Eurobond Corp TR GBP5.664.894.165.7814/06/2019
MSCI China A Onshore NR CNY22.62-5.014.0912.6014/06/2019
Markit iBoxx GBP NonGilts TR5.825.314.055.4514/06/2019
BBgBarc Euro Agg 1-3 Yr TR EUR-0.382.434.012.6214/06/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-0.582.393.892.5014/06/2019
Morningstar Canadian Bd TR CAD7.7510.323.864.7314/06/2019
BBgBarc Gbl Agg Corp TR Hdg CHF5.239.833.755.8014/06/2019
BBgBarc Gbl Infl Linked TR Hdg GBP5.454.743.614.2214/06/2019
EONIA Capitalisé 360j TR EUR-0.981.513.501.9514/06/2019
Morningstar Metals Cmdty TR USD3.16-0.163.453.8614/06/2019
FTSE EUR EuroDep 3 Mon EUR-1.001.463.451.9514/06/2019
Morningstar Shrt/Flt Cmdty TR USD-6.995.433.426.2314/06/2019
BBgBarc Sterling Agg TR GBP5.475.743.395.8414/06/2019
FTSE Danish GBI 1-3 Yr DKK-0.831.513.372.1714/06/2019
FTSE Japanese GBI JPY5.0010.973.287.4414/06/2019
Morningstar Japanese Bd TR JPY4.5110.513.217.2014/06/2019
OSE Statsobligasjonsind 3.001.37-
FTSE/JSE SA Listed Property TR ZAR2.67-
Morningstar UK Bd TR GBP5.365.803.055.8914/06/2019
FTSE Act UK Cnvt Gilts All Stocks TR GBP5.135.572.995.7414/06/2019
OSE Statsobligasjonsind 1.000.85-1.042.98-0.6814/06/2019
OSE Statsobligasjonsind 0.250.85-1.082.97-0.8214/06/2019
Morningstar Swiss Bd TR CHF3.4211.472.746.9114/06/2019
BBgBarc Global Aggregate TR Hdg CHF3.319.152.735.5014/06/2019
BBgBarc Gbl Agg Corp TR Hdg GBP6.256.212.713.3914/06/2019
FTSE Swiss GBI CHF0.526.842.184.9014/06/2019
EMIX Global Mining Global Gold TR USD13.3514.282.008.1113/06/2019
Morningstar Lng-Only Cmdty TR USD7.55-3.921.99-5.3714/06/2019
Morningstar Livestock Cmdty TR USD-8.031.841.93-0.4714/06/2019
BBgBarc Global Aggregate TR Hdg GBP4.385.611.723.1014/06/2019
FTSE Swiss GBI 1-3 Yr CHF-0.634.511.693.4814/06/2019
FTSE CHF EuroDep 1 Mon CHF-0.634.191.633.0214/06/2019
BBgBarc Gbl Infl Linked Sweden TR USD-3.01-0.841.552.3314/06/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP0.921.250.701.1714/06/2019
FTSE Swedish GBI SEK-2.440.070.701.7714/06/2019
FTSE GBP EuroDep 3 Mon GBP0.390.810.570.5814/06/2019
Morningstar Lng/Shrt Cmdty TR USD-1.77-3.320.082.5014/06/2019
Morningstar Lng/Flt Cmdty TR USD-0.68-4.47-0.421.9114/06/2019
FTSE Swedish GBI 1-3 Yr SEK-5.39-3.76-1.02-1.0114/06/2019
FTSE SEK EuroDep 3 Mon SEK-5.61-3.63-1.23-1.5614/06/2019
Morningstar Lng/Shrt Cmdty ER USD-2.86-5.47-1.241.6614/06/2019
Morningstar Agriculture Cmdty TR USD3.02-3.15-7.45-3.7914/06/2019
MSCI Turkey NR EUR-7.50-16.39-11.00-9.4614/06/2019
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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