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 World/Information Tech NR USD20.9031.1129.9024.0113/08/2018
Vietnam VN Index2.5124.8824.3716.4114/08/2018
Russell 1000 Growth TR USD18.9127.7623.8420.4913/08/2018
MSCI Germany Small Cap NR EUR2.0313.4223.7117.5014/08/2018
Morningstar US Large Growth TR EUR22.7530.3823.3721.4013/08/2018
Morningstar US Growth TR EUR22.9030.9822.8020.3413/08/2018
MSCI Taiwan NR USD8.117.7622.4614.6014/08/2018
MSCI Austria NR EUR-6.53-1.3022.217.7814/08/2018
Morningstar US Small Growth TR EUR21.8332.1021.4816.5913/08/2018
MSCI Thailand NR THB5.1119.1421.119.4114/08/2018
Morningstar US Large Cap TR EUR13.7520.2921.0517.6813/08/2018
MSCI Korea NR USD-8.432.5121.039.6914/08/2018
Russell 2000 TR USD16.3425.4020.9315.5813/08/2018
MSCI Brazil NR USD-7.32-4.0220.902.2213/08/2018
S&P 500 TR USD13.0719.6920.6817.4513/08/2018
EMIX Global Mining Global Gold TR USD-10.35-12.8420.650.5713/08/2018
Morningstar US Market TR USD13.3020.2020.4617.2113/08/2018
Morningstar US Market TR EUR13.3020.2020.4617.2113/08/2018
Morningstar US Market TR GBP13.3020.1920.4617.2113/08/2018
Russell 3000 TR USD13.3820.3220.4317.1613/08/2018
NASDAQ OMX Helsinki Benchmark Cap GR EUR9.298.2120.4316.0514/08/2018
Russell 1000 TR USD13.1319.9020.3917.3013/08/2018
MSCI Russia NR USD2.1914.7420.312.7913/08/2018
OSE FXLT Mutual Fund Index Linked/TOTX13.2315.8020.208.3614/08/2018
Morningstar US Large Core TR EUR9.2213.9220.1616.8913/08/2018
MSCI Nordic Countries Small Cap NR USD9.538.4119.7814.6214/08/2018
Morningstar US Small Cap TR EUR13.7322.4419.6515.1413/08/2018
Morningstar US Mid Val TR EUR8.1814.4219.5215.8913/08/2018
S&P Global Natural Resources TR USD6.8417.8319.507.8813/08/2018
Morningstar US Core TR EUR9.1714.7319.4116.5513/08/2018
Morningstar US Mid Growth TR EUR18.7327.3719.3916.7613/08/2018
Morningstar US Value TR EUR7.5614.5718.9514.5613/08/2018
Morningstar US Small Core TR EUR10.5018.7818.8214.8313/08/2018
Morningstar US Large Val TR EUR7.2014.3418.7914.2113/08/2018
MSCI Europe ex UK Small Cap NR EUR3.248.1618.6814.9513/08/2018
Morningstar US Mid Cap TR EUR11.5919.1118.6516.2113/08/2018
MSCI World Growth NR USD13.0419.3918.4815.4313/08/2018
Euronext Paris CAC Mid 60 NR EUR-0.982.7718.4614.4314/08/2018
MSCI World Small Cap NR USD8.9016.4918.4214.1413/08/2018
Morningstar US Small Val TR EUR9.0616.5918.4013.8513/08/2018
DJ Islamic World TR USD10.3116.7418.3914.3013/08/2018
MSCI Golden Dragon NR USD0.897.6318.0313.2113/08/2018
Russell Mid Cap TR USD10.9617.8617.9215.6413/08/2018
MSCI World/Materials NR USD0.249.6117.849.2213/08/2018
MSCI AC Asia Ex Japan NR USD-1.086.5717.6411.1713/08/2018
S&P Global Water TR4.069.4917.5713.8813/08/2018
MSCI BRIC NR USD-1.517.2817.539.6813/08/2018
FTSE EPRA/NAREIT Eurozone TR EUR5.2512.1417.4514.6413/08/2018
MSCI AC Asia Pac Ex JPN NR USD-0.176.6417.4310.3713/08/2018
MSCI EMU Small Cap NR EUR0.876.8917.4314.1313/08/2018
MSCI China NR USD-1.728.7517.0613.1113/08/2018
MSCI Australia NR USD4.837.6516.977.7614/08/2018
Morningstar US Mid Core TR EUR7.8115.3816.9015.8913/08/2018
Russell 1000 Value TR USD7.2912.1616.8914.0813/08/2018
Tel Aviv SE Yeter- Rest of shares TR ILS-6.35-7.0116.8613.8414/08/2018
Red Rocks Gbl Listed Private Eqty TR USD8.6411.1316.6714.3013/08/2018
MSCI EMU SMID NR EUR2.207.5816.5912.6013/08/2018
MSCI World NR USD8.4513.6216.4613.1913/08/2018
MSCI EM NR USD-3.013.9916.418.0313/08/2018
MSCI Sweden Small Cap NR SEK4.011.8416.3814.1814/08/2018
Euronext AEX All Share TR EUR4.816.2516.2511.9114/08/2018
MSCI Portugal NR EUR12.219.4016.141.0114/08/2018
MSCI EM Latin America NR USD-2.57-3.1916.101.7013/08/2018
MSCI Pacific Ex Japan NR USD3.187.0216.088.7213/08/2018
MSCI Hong Kong NR HKD2.407.2215.6612.3613/08/2018
MSCI Europe Small Cap NR EUR2.939.1515.6513.4813/08/2018
MSCI AC Asia Pacific NR USD0.406.5715.4210.4113/08/2018
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR6.009.4915.2811.1613/08/2018
Cat 25%Barclays US Agg TR&75%FTSE Wld TR7.0210.0915.0811.7213/08/2018
Morningstar US Mid Core PR EUR6.8113.4814.8513.9613/08/2018
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR6.8410.0614.7312.7513/08/2018
MSCI World/Financials NR USD1.106.5114.6911.5413/08/2018
MSCI India NR USD3.839.3414.6415.3814/08/2018
MSCI World High Dividend Yield NR USD4.597.7814.5710.5313/08/2018
FTSE AW Asean TR USD-0.515.9514.544.9213/08/2018
TOPIX TR JPY2.569.7814.5311.7414/08/2018
MSCI World Value NR USD3.797.8314.3710.8913/08/2018
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR4.754.5114.248.4713/08/2018
MSCI Europe SMID NR EUR3.298.0614.2211.8513/08/2018
MSCI Canada NR USD3.179.4314.146.8713/08/2018
MSCI Singapore NR SGD0.184.0514.026.0914/08/2018
BBgBarc US Corporate High Yield TR USD7.485.2314.009.5613/08/2018
Morningstar EM Corp Bd TR Hdg EUR-1.26-1.1213.845.6813/08/2018
MSCI World/Energy NR USD10.2822.0913.784.5113/08/2018
FTSE EPRA/NAREIT Switzerland TR EUR4.331.4613.6710.5913/08/2018
Euronext Paris CAC 40 NR EUR4.186.0413.629.0414/08/2018
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR-2.61-0.5613.577.9513/08/2018
MSCI Indonesia NR IDR-14.67-11.4913.482.0914/08/2018
MSCI AC Asia Pacific ex Japan HDY NR USD2.114.5613.476.9013/08/2018
ICE BofAML Gbl HY Constnd TR USD4.863.0513.438.7913/08/2018
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR4.265.7913.368.9013/08/2018
FTSE EPRA/NAREIT Global TR USD5.167.3013.1210.5713/08/2018
FTSE Japanese GBI JPY7.640.4413.093.5813/08/2018
S&P Global Infrastructure TR USD2.891.1713.0411.3013/08/2018
Cat 50%Barclays US Agg TR&50%FTSE Wld TR6.266.9412.969.9913/08/2018
Morningstar Japanese Bd TR JPY7.620.3812.883.4613/08/2018
MSCI Emerging Markets SMID NR USD-4.802.8512.876.8013/08/2018
BBgBarc Pan Euro HY Euro TR EUR0.28-0.4512.836.3213/08/2018
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR4.586.0312.819.4113/08/2018
FTSE EPRA/NAREIT United States TR USD8.097.7012.7912.7413/08/2018
ICE BofAML Gbl HY Constnd TR HEUR-0.72-1.7012.795.2813/08/2018
Athens Exchange Athex Composite TR-8.30-12.4412.55-3.0114/08/2018
Euronext BEL 20 NR EUR-1.81-1.6312.359.9714/08/2018
MSCI World/Utilities NR USD7.031.9812.2410.1113/08/2018
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR5.764.8512.216.4313/08/2018
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR6.507.1012.199.4413/08/2018
FSE DAX TR EUR-3.88-0.1612.128.8814/08/2018
FTSE EPRA/NAREIT Developed Asia TR USD4.024.3912.026.8313/08/2018
TReuters Global CB TR USD7.956.9311.949.1014/08/2018
MSCI EMU NR EUR1.223.2311.949.1213/08/2018
Cat 50%Citi ESBI Indo&50%MSCI Indo NR-7.03-5.0511.926.0131/07/2018
MSCI Europe Growth NR EUR3.906.9211.719.1613/08/2018
MSCI AC Asia Ex JPN Small NR USD-4.465.6811.627.7513/08/2018
TReuters Global Hedged CB TR EUR2.502.6611.536.3214/08/2018
MSCI EAFE NR USD1.825.2311.528.6813/08/2018
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR-0.021.5911.477.3814/08/2018
MSCI World/Health Care NR USD13.5814.6711.3914.7913/08/2018
Beassa 1-3 Yr TR ZAR-4.311.7711.383.7714/08/2018
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR2.502.1711.386.6213/08/2018
Morningstar EM Corp Bd TR USD2.37-0.0611.388.1513/08/2018
Morningstar EM Corp Bd TR USD2.37-0.0611.388.1513/08/2018
JPM EMBI Global TR USD-0.31-2.4011.358.1313/08/2018
MSCI EM Europe NR EUR-10.41-5.0711.25-1.1313/08/2018
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR6.005.5211.128.4913/08/2018
BBgBarc Gbl Infl Linked TR Hdg USD6.733.8311.118.4513/08/2018
MSCI Europe Ex UK NR EUR1.492.9211.098.7513/08/2018
FTSE EPRA/NAREIT Developed Europe TR EUR3.9910.4411.0512.8013/08/2018
Morningstar EM Composite Bd TR USD1.10-1.3610.998.0613/08/2018
Morningstar Eurozone 50 GR EUR-0.06-0.3910.988.3114/08/2018
FTSE WBIG Eastern Europe EUR1.741.7910.965.7010/08/2018
MSCI Nordic Countries NR EUR3.000.9310.908.4414/08/2018
FTSE/JSE All Share TR ZAR-9.081.9110.885.7314/08/2018
Cat 75%Barclays US Agg TR&25%FTSE Wld TR5.463.8310.808.2113/08/2018
Morningstar EM Sovereign Bd TR USD-1.19-3.3810.788.1713/08/2018
Beassa ALBI TR ZAR-3.713.1810.674.2814/08/2018
BBgBarc Gbl Agg Corp 0901 TR Hdg USD4.922.1010.667.9913/08/2018
FTSE EMU GBI 10+ Yr EUR1.83-0.4810.558.4713/08/2018
STeFI Composite ZAR-4.371.3210.543.2014/08/2018
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur1.571.9910.546.7413/08/2018
MSCI Europe NR EUR1.654.3310.518.1013/08/2018
Tel Aviv SE Gen Bond CPI Linked TR ILS0.962.1610.446.3014/08/2018
Markit iBoxx ALBI Singapore TR SGD2.070.4810.434.9114/08/2018
BBgBarc US Corp Bond TR USD3.521.0210.387.7513/08/2018
S&P Global Agribusiness Equity TR USD-2.022.3410.339.1713/08/2018
JPM EMBI Global Hedged EUR TR-6.90-7.9010.263.6613/08/2018
BBgBarc Euro Agg Corps TR EUR0.69-1.1710.224.1313/08/2018
Tel Aviv SE All Bond-0.180.7610.206.5014/08/2018
MSCI Frontier Markets NR USD-5.590.8410.187.2513/08/2018
STeFI 3 Month NCD ZAR-4.550.9910.172.8814/08/2018
BBgBarc Gbl Infl Linked TR Hdg EUR-0.13-1.9010.154.1913/08/2018
Markit iBoxx ALBI TR USD1.781.0010.155.8114/08/2018
Morningstar Australasian Bd TR USD1.14-3.1910.074.0713/08/2018
Morningstar Eurobond Corp TR EUR0.90-1.2310.063.9813/08/2018
Markit iBoxx Asian USD Dollar Bd TR USD4.110.6910.058.3313/08/2018
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd1.330.5210.055.8813/08/2018
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur1.170.329.995.5713/08/2018
Morningstar Gbl xUS Gov Bd TR USD3.70-0.229.974.3713/08/2018
Morningstar Euro Bank Capital TR EUR0.38-1.429.973.9913/08/2018
BBgBarc Gbl Agg Corp TR USD2.690.339.966.4513/08/2018
Cat 50%Citi PolishGBI&50%MSCI Poland NR-4.45-0.689.873.2213/08/2018
TReuters Global Focus Hedged CB TR USD6.743.779.788.3514/08/2018
Morningstar Euro Gov Infl Lkd TR EUR0.15-0.589.733.8313/08/2018
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 250.291.909.716.8014/08/2018
Morningstar Energy Cmdty TR USD18.5440.849.70-9.6913/08/2018
BBgBarc Euro Infln Lkd TR EUR0.02-0.549.692.8014/08/2018
FTSE Polish GBI PLN-0.132.209.684.3013/08/2018
BBgBarc Gbl Agg Corp TR Hdg EUR-1.87-3.569.623.6913/08/2018
BBgBarc Global Aggregate TR Hdg USD6.202.589.567.3413/08/2018
MSCI Europe High Div Yld NR EUR2.013.499.478.0913/08/2018
Tel Aviv SE Gov Bond - CPI Linked TR ILS0.521.279.465.8814/08/2018
Tel Aviv SE All Gov Bond TR ILS-0.410.079.456.2614/08/2018
MSCI Sweden NR SEK0.77-2.649.395.5014/08/2018
Morningstar Eurozone Bd TR EUR0.66-1.409.384.8213/08/2018
BBgBarc Euro Agg Bond TR EUR0.73-1.389.354.3313/08/2018
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd0.53-0.839.344.9913/08/2018
JPM GBI-EM Global Diversified TR USD-4.68-6.259.331.7113/08/2018
Morningstar DM Europe 100 GR EUR0.621.609.317.1514/08/2018
MSCI Poland NR EUR-9.16-4.249.281.5913/08/2018
BBgBarc Global Aggregate TR USD3.60-0.029.235.0613/08/2018
Markit iBoxx ALBI China Offshore TR CNH3.903.069.235.7614/08/2018
Morningstar Gbl Gov Bd TR USD3.95-0.209.194.6713/08/2018
FTSE EMU GBI EUR0.59-1.669.184.6913/08/2018
FTSE AllSh TR GBP1.697.479.187.3614/08/2018
MSCI Europe Value NR EUR-0.661.699.146.8813/08/2018
BBgBarc Gbl Infl Linked US TIPS TR USD5.822.459.035.5613/08/2018
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 251.003.638.967.2214/08/2018
MSCI Switzerland NR CHF3.262.808.968.2214/08/2018
MSCI UK Growth NR GBP2.396.068.897.6214/08/2018
S&P Pan Africa TR-11.110.918.705.9213/08/2018
Morningstar US Core Bd TR USD4.560.688.676.4913/08/2018
BBgBarc Euro Agg Corp 1-3 Yr TR EUR0.85-1.498.632.1013/08/2018
BBgBarc US Agg Bond TR USD4.610.758.606.4013/08/2018
BBgBarc Global Aggregate TR Hdg EUR-0.66-3.098.583.0913/08/2018
BBgBarc Gbl Infl Linked TR USD2.681.188.525.8513/08/2018
TReuters Europe CB TR EUR1.31-1.238.495.0414/08/2018
BBgBarc Global Aggregate TR Hdg NOK3.05-3.548.450.4113/08/2018
MSCI Denmark NR DKK-1.41-1.518.4213.4214/08/2018
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR4.761.618.416.0713/08/2018
FTSE Danish GBI 3-5 Yr DKK0.96-1.788.341.8913/08/2018
BBgBarc Pan Euro Agg TR EUR0.55-1.308.334.4413/08/2018
FTSE Small Cap Ex Invest Trust TR GBP-1.602.068.309.5414/08/2018
Markit iBoxx ALBI Hong Kong TR HKD5.300.548.116.3314/08/2018
MSCI World/Biotechnology NR USD11.4010.348.0516.8613/08/2018
FTSE USD EuroDep 3 Mon USD7.213.368.054.7013/08/2018
ICE BofAML USD 3M Dep OR CM TR USD7.163.287.944.6313/08/2018
Tel Aviv SE Makams T-Bill TR ILS-0.01-0.927.923.7514/08/2018
BBgBarc Euro Agg 1-3 Yr TR EUR0.34-2.087.871.5413/08/2018
EONIA Capitalisé 360j TR EUR0.59-1.427.860.6310/08/2018
S&P Mid-East and Africa BMI TR USD-9.250.567.745.7613/08/2018
BBgBarc US Aggregate 1-3 Yr TR USD6.261.687.734.8113/08/2018
BBgBarc Euro Agg Govt 1-3 Yr TR EUR0.13-2.337.671.4013/08/2018
FTSE US GBI USD4.830.177.615.5313/08/2018
FTSE Danish GBI 1-3 Yr DKK0.35-2.337.550.9613/08/2018
Morningstar Metals Cmdty TR USD-6.83-8.647.51-0.6013/08/2018
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.48-4.177.502.7313/08/2018
BBgBarc Gbl Agg Corp TR Hdg CHF0.94-3.947.414.8513/08/2018
FTSE EUR EuroDep 3 Mon EUR0.39-2.097.380.6813/08/2018
BBgBarc Gbl Infl Linked Sweden TR USD-2.99-6.787.360.6213/08/2018
FTSE 250 Ex Investment Trust TR GBP-0.156.677.298.9114/08/2018
TReuters Global Focus Hedged CB TR CHF3.04-1.087.255.7114/08/2018
MSCI World/Telecom Services NR USD0.19-1.717.157.9713/08/2018
OSE Statsobligasjonsind 3.003.54-3.417.06-1.2214/08/2018
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-15.87-6.017.054.6414/08/2018
Morningstar UK Gov Infl Lkd TR GBP0.891.487.048.6613/08/2018
OSE Statsobligasjonsind 1.003.69-3.356.88-2.0914/08/2018
OSE Statsobligasjonsind 0.253.84-3.286.87-2.2714/08/2018
Morningstar Canadian Bd TR CAD1.37-1.756.801.3213/08/2018
ICE BofAML Sterling HY TR GBP1.523.116.757.2013/08/2018
BBgBarc Global Aggregate TR Hdg CHF2.20-3.466.394.2613/08/2018
Morningstar Lng/Flt Cmdty TR USD8.6312.446.391.7213/08/2018
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 253.279.466.328.4514/08/2018
Morningstar Shrt/Flt Cmdty TR USD9.883.716.214.5913/08/2018
Morningstar Swiss Bd TR CHF2.50-3.616.154.9313/08/2018
MSCI Spain NR EUR-3.62-8.896.055.9314/08/2018
Tel Aviv SE TA 125 TR ILS3.4311.135.958.5514/08/2018
Morningstar Lng-Only Cmdty TR USD5.8811.845.93-4.9213/08/2018
Morningstar Lng/Shrt Cmdty TR USD11.8315.395.872.5013/08/2018
Morningstar Shrt-Only Cmdty TR USD7.86-4.885.7710.7013/08/2018
FTSE Swiss GBI CHF3.50-2.195.683.6313/08/2018
FTSE Swedish GBI SEK-3.47-7.445.610.4613/08/2018
ICE BofAML Gbl HY Constnd TR HGBP-0.750.895.565.1113/08/2018
MSCI Italy NR EUR-2.45-4.395.286.2914/08/2018
FTSE Swiss GBI 1-3 Yr CHF3.25-2.375.272.2813/08/2018
BBgBarc Sterling Agg Corp TR GBP-1.01-0.535.215.9713/08/2018
Morningstar UK Eurobond Corp TR GBP-0.99-0.735.165.9613/08/2018
FTSE CHF EuroDep 1 Mon CHF3.24-2.535.151.8313/08/2018
FTSE 100 PR GBP-0.993.515.132.9314/08/2018
Morningstar Lng/Shrt Cmdty ER USD10.7013.755.102.0413/08/2018
Morningstar UK Bank Capital TR GBP-1.49-0.524.745.6113/08/2018
BBgBarc Sterling Agg TR GBP0.090.034.285.4513/08/2018
FTSE UK GBI GBP0.620.284.275.5613/08/2018
FTSE Swedish GBI 1-3 Yr SEK-4.94-9.394.13-2.1213/08/2018
Morningstar UK Bd TR GBP0.560.154.075.2813/08/2018
Morningstar Euro Covered Bd TR LCL-1.019.733.874.6321/02/2017
FTSE SEK EuroDep 3 Mon SEK-5.25-9.763.74-2.9313/08/2018
S&P Global Clean Energy TR USD0.201.153.594.3913/08/2018
BBgBarc Gbl Infl Linked TR Hdg GBP-0.160.853.324.1713/08/2018
BBgBarc Gbl Agg Corp TR Hdg GBP-1.90-0.942.723.5913/08/2018
FTSE/JSE SA Listed Property TR ZAR-27.34-18.082.634.2314/08/2018
BBgBarc Global Aggregate TR Hdg GBP-0.69-0.461.753.0013/08/2018
Morningstar Livestock Cmdty TR USD-5.89-4.211.372.4213/08/2018
Morningstar Agriculture Cmdty TR USD-0.90-7.200.90-3.9613/08/2018
BBgBarc Sterling Agg 1-3 Yr TR GBP0.11-0.030.871.0713/08/2018
FTSE GBP EuroDep 3 Mon GBP0.370.520.520.5213/08/2018
Morningstar China Large Cap CNY-15.80-11.60-3.678.5114/08/2018
MSCI China A Onshore NR CNY-19.84-18.13-7.147.3014/08/2018
MSCI Turkey NR EUR-53.13-55.23-14.96-14.8613/08/2018
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.