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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 Germany Small Cap NR EUR30.9832.0025.2322.8318/08/2017
MSCI World/Information Tech NR USD17.5927.5025.2120.3317/08/2017
Morningstar Shrt-Only Cmdty TR USD5.055.0724.8513.6917/08/2017
Tel Aviv SE Yeter- Rest of shares TR ILS6.2117.0123.5027.1417/08/2017
Euronext Paris CAC Mid 60 NR EUR25.4832.2521.9521.9618/08/2017
MSCI China A NR CNY9.388.3121.7914.2618/08/2017
Russell 1000 Growth TR USD11.3117.8921.7019.2517/08/2017
Morningstar US Large Core TR EUR7.7117.5921.6419.9517/08/2017
Morningstar China Large Cap CNY13.2613.4021.4312.3418/08/2017
MSCI Austria NR EUR36.2762.6221.1814.3718/08/2017
MSCI Europe ex UK Small Cap NR EUR22.0328.0220.9621.7917/08/2017
Morningstar US Large Growth TR EUR13.2017.8020.8618.7317/08/2017
MSCI EMU Small Cap NR EUR24.6330.8320.8521.8817/08/2017
Morningstar US Core TR EUR5.6715.4520.4419.3717/08/2017
MSCI Sweden Small Cap NR SEK11.2512.5220.1120.3818/08/2017
NASDAQ OMX Helsinki Benchmark Cap GR EUR16.8925.0520.0121.5218/08/2017
Morningstar US Growth TR EUR11.4316.6719.9218.2217/08/2017
Morningstar US Large Cap TR EUR6.3215.6619.9018.2317/08/2017
S&P 500 TR USD5.4214.7919.6918.3117/08/2017
Russell 1000 TR USD5.1814.7119.3118.3317/08/2017
MSCI EMU SMID NR EUR22.4328.7519.3019.1817/08/2017
Morningstar US Market TR EUR4.8614.6619.2418.1817/08/2017
Morningstar US Market TR USD4.8614.6619.2418.1817/08/2017
Morningstar US Market TR GBP4.8614.6619.2418.1817/08/2017
Russell 3000 TR USD4.5114.6019.1318.1917/08/2017
Red Rocks Gbl Listed Private Eqty TR USD12.8125.9018.9119.6417/08/2017
Morningstar US Mid Val TR EUR-2.7813.0118.3420.3417/08/2017
FTSE EPRA/NAREIT Switzerland TR EUR9.534.8218.2410.6417/08/2017
MSCI Europe Small Cap NR EUR18.9824.2918.1719.6217/08/2017
MSCI Taiwan NR USD18.6525.1318.0415.3018/08/2017
FTSE EPRA/NAREIT Eurozone TR EUR17.558.1318.0217.2517/08/2017
MSCI China NR USD31.4731.9517.8914.9617/08/2017
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR7.379.7817.8616.3317/08/2017
Morningstar US Mid Core TR EUR2.7210.6417.8218.3717/08/2017
Morningstar US Mid Cap TR EUR2.4712.5017.8218.5117/08/2017
MSCI World Growth NR USD11.6615.0917.6415.8517/08/2017
MSCI Golden Dragon NR USD26.1727.5317.5615.1917/08/2017
Morningstar US Small Growth TR EUR4.1412.5017.4816.5517/08/2017
Topix TR JPY8.2517.7017.3815.2718/08/2017
Russell Mid Cap TR USD2.1611.3117.3118.0417/08/2017
Morningstar US Value TR EUR-2.0611.8717.3017.0117/08/2017
Euronext AEX All Share TR EUR18.5725.0617.2315.4318/08/2017
Morningstar US Mid Growth TR EUR7.6113.8817.2216.8717/08/2017
Morningstar US Large Val TR EUR-1.2911.7417.1616.1117/08/2017
Russell 2000 TR USD-3.2313.3217.1416.6617/08/2017
S&P Global Water TR11.4511.7417.0216.1217/08/2017
Russell 1000 Value TR USD-0.6611.5016.8917.3217/08/2017
MSCI Denmark NR DKK22.5713.9416.7418.2118/08/2017
MSCI World/Financials NR USD7.2029.9816.6816.9517/08/2017
MSCI World Small Cap NR USD5.2615.5216.5616.6217/08/2017
MSCI Europe SMID NR EUR17.8222.3316.5517.3517/08/2017
Morningstar US Small Core TR EUR-4.329.6616.5116.9217/08/2017
Morningstar US Small Cap TR EUR-2.8310.5716.4616.7017/08/2017
FTSE EPRA/NAREIT United States TR USD-3.06-3.4916.4613.0317/08/2017
MSCI Hong Kong NR HKD20.6019.5016.3415.3317/08/2017
MSCI World/Health Care NR USD9.206.0216.1518.4317/08/2017
DJ Islamic World TR USD10.5913.7916.0714.2217/08/2017
Morningstar US Mid Core PR EUR1.618.6615.7716.4117/08/2017
MSCI World NR USD7.4315.1115.7515.0717/08/2017
Euronext BEL 20 NR EUR18.8221.7515.6217.0718/08/2017
MSCI World/Utilities NR USD11.0412.5815.6112.6517/08/2017
Vietnam VN Index11.1116.6415.4414.6518/08/2017
Morningstar US Small Val TR EUR-8.069.2315.3116.5317/08/2017
Cat 25%Barclays US Agg TR&75%FTSE Wld TR6.1812.3115.1213.0617/08/2017
S&P Global Infrastructure TR USD13.2714.5614.8514.2217/08/2017
MSCI World/Biotechnology NR USD9.046.0114.8426.0917/08/2017
Morningstar EM Sovereign Bd PR USD3.303.7914.749.7017/08/2017
MSCI India NR USD21.9819.1014.7014.0518/08/2017
MSCI AC Asia Ex Japan NR USD23.3023.1714.6612.3717/08/2017
FSE DAX TR EUR13.4421.8514.6015.0218/08/2017
MSCI AC Asia Pacific NR USD15.1618.2214.5512.7317/08/2017
FTSE/JSE SA Listed Property TR ZAR6.548.4214.526.9518/08/2017
JPM EMBI Global TR USD3.134.4114.458.8517/08/2017
MSCI EMU NR EUR16.9525.8614.4414.9117/08/2017
FTSE EPRA/NAREIT Global TR USD4.572.1014.2011.9417/08/2017
BBgBarc US Corporate High Yield TR USD1.139.5614.2010.7517/08/2017
Morningstar EM Composite Bd TR USD2.354.7114.138.7217/08/2017
Cat 50%Barclays US Agg TR&50%FTSE Wld TR3.738.4914.0810.8717/08/2017
Euronext Paris CAC 40 NR EUR14.7525.2014.0814.0218/08/2017
FTSE EPRA/NAREIT Developed Europe TR EUR13.427.5914.0515.2717/08/2017
MSCI Europe Growth NR EUR15.5714.7214.0413.0717/08/2017
Morningstar EM Corp Bd TR USD1.855.8113.968.7117/08/2017
Morningstar EM Corp Bd TR USD1.855.8113.968.7117/08/2017
Markit iBoxx Asian USD Dollar Bd TR USD0.462.4413.90-17/08/2017
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR8.2812.8513.8813.3417/08/2017
MSCI World Value NR USD3.4315.1013.8214.2517/08/2017
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR10.5918.1513.7413.0317/08/2017
MSCI Europe Ex UK NR EUR16.1622.6813.7314.4017/08/2017
BBgBarc Gbl Infl Linked TR Hdg USD-2.761.5113.637.9317/08/2017
Cat 50%Citi ESBI Indo&50%MSCI Indo NR5.217.7113.557.2031/07/2017
MSCI World High Dividend Yield NR USD5.5610.5213.5412.9417/08/2017
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR7.987.4513.498.1517/08/2017
BofAML Gbl HY Constd TR USD3.2310.2213.4610.8817/08/2017
MSCI AC Asia Pac Ex JPN NR USD20.3621.5413.4211.5917/08/2017
BBgBarc Gbl Agg Corp 0901 TR Hdg USD0.013.1913.188.4617/08/2017
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR11.2911.6513.128.6717/08/2017
Cat 75%Barclays US Agg TR&25%FTSE Wld TR1.324.7812.968.6517/08/2017
MSCI Korea NR USD23.0624.0912.959.7618/08/2017
BBgBarc US Corp IG TR USD0.532.9412.908.0317/08/2017
TReuters Global Focus Hedged CB TR USD0.117.1412.7910.3717/08/2017
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR4.578.3512.6511.1517/08/2017
MSCI EAFE NR USD11.8917.4312.4812.5617/08/2017
TReuters Asia CB TR USD1.780.5212.478.1717/08/2017
BBgBarc Global Aggregate TR Hdg USD-1.920.9412.467.4417/08/2017
MSCI BRIC NR USD22.4025.3812.469.1317/08/2017
S&P Global Agribusiness Equity TR USD3.9613.8212.4111.8417/08/2017
MSCI World/Telecom Services NR USD-1.54-0.9812.1911.0117/08/2017
Markit iBoxx ALBI Hong Kong TR HKD-0.431.5712.08-18/08/2017
Morningstar US Core Bd TR USD-0.911.2512.026.5917/08/2017
MSCI Switzerland NR CHF12.6713.5812.0014.0918/08/2017
MSCI Nordic Countries NR EUR16.5219.4411.9212.8418/08/2017
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR3.866.7111.8310.1517/08/2017
BBgBarc US Agg Bond TR USD-1.041.1811.776.4117/08/2017
MSCI Europe NR EUR13.4219.6011.7012.4917/08/2017
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR7.879.5211.6211.4317/08/2017
TReuters Global CB TR USD4.498.4411.4911.1817/08/2017
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR5.9210.3811.4812.5817/08/2017
MSCI World/Materials NR USD9.6419.6011.339.1117/08/2017
MSCI Sweden NR SEK13.4020.5111.1910.8218/08/2017
MSCI EM NR USD20.1220.7111.188.4717/08/2017
Citi US GBI USD-1.54-0.3311.145.5517/08/2017
FTSE Small Cap Ex Invest Trust TR GBP10.4017.7311.0017.1318/08/2017
MSCI Indonesia NR IDR11.818.6110.965.6118/08/2017
BBgBarc Gbl Agg Corp TR USD2.663.4710.857.3817/08/2017
MSCI Thailand NR THB9.8210.8910.808.7018/08/2017
Morningstar UK Gov Infl Lkd TR GBP1.070.6410.758.6517/08/2017
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd9.0311.2210.588.8317/08/2017
Markit iBoxx ALBI TR USD3.051.0110.54-18/08/2017
FTSE EPRA/NAREIT Developed Asia TR USD6.653.3210.479.9217/08/2017
Markit iBoxx ALBI China Offshore TR CNH3.304.1310.17-18/08/2017
BBgBarc US Aggregate 1-3 Yr TR USD-3.051.8110.135.0217/08/2017
MSCI Europe High Div Yld NR EUR8.6614.3210.1211.5517/08/2017
Tel Aviv SE All Bond4.897.9510.1210.9117/08/2017
BBgBarc Pan Euro HY Euro TR EUR12.5613.0410.1111.4617/08/2017
Citi EMU GBI 10+ Yr EUR5.78-3.4010.0912.0817/08/2017
MSCI AC Asia Ex JPN Small NR USD13.0811.7110.0410.5717/08/2017
BofAML European Ccy HY Constnd TR HEUR12.4712.9810.0311.5917/08/2017
FTSE 250 Ex Investment Trust TR GBP10.3012.0810.0314.2518/08/2017
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur10.5211.389.9310.5417/08/2017
Morningstar Shrt/Flt Cmdty TR USD-
MSCI Emerging Markets SMID NR USD16.4013.509.778.3917/08/2017
Tel Aviv SE All Gov Bond TR ILS4.216.549.7710.2517/08/2017
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd8.639.539.767.7817/08/2017
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR2.082.689.737.6317/08/2017
BBgBarc Gbl Infl Linked US TIPS TR USD-2.361.089.694.5517/08/2017
Citi USD EuroDep 3 Mon USD-3.471.979.694.5117/08/2017
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 252.786.149.6611.1617/08/2017
MSCI AC Asia Pacific ex Japan HDY NR USD14.6816.759.599.1017/08/2017
BofAML USD LIBOR 3 Mon CM-3.481.949.594.4617/08/2017
Morningstar EM Corp Bd TR Hdg EUR14.3111.729.557.9117/08/2017
MSCI Italy NR EUR21.0039.249.5311.8918/08/2017
Citi WBIG Eastern Europe EUR9.205.649.497.5917/08/2017
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR7.209.949.487.7917/08/2017
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR7.466.259.339.4917/08/2017
BBgBarc Global Aggregate TR USD2.08-0.489.325.1517/08/2017
Beassa 1-3 Yr TR ZAR5.9212.169.301.2917/08/2017
Morningstar Swiss Bd TR CHF0.75-3.629.286.2017/08/2017
Tel Aviv SE Gen Bond CPI Linked TR ILS4.697.399.2510.6517/08/2017
MSCI Europe Value NR EUR11.3924.599.2011.7717/08/2017
JPM GBI Global Traded TR USD1.86-
MSCI UK Growth NR GBP8.936.349.139.8318/08/2017
Citi HKD EuroDep 3 Mon HKD-4.560.719.104.1717/08/2017
BBgBarc Gbl Infl Linked TR USD0.791.239.095.9417/08/2017
TReuters Global Focus Hedged CB TR CHF4.385.229.099.7517/08/2017
Citi Japanese GBI JPY1.56-9.949.08-0.1917/08/2017
Beassa ALBI TR ZAR6.399.559.071.2117/08/2017
TReuters Europe CB TR EUR8.219.809.039.1517/08/2017
Markit iBoxx ALBI Singapore TR SGD5.951.288.97-18/08/2017
Morningstar Japanese Bd TR JPY1.58-9.708.87-0.2617/08/2017
BBgBarc Gbl Agg Corp TR Hdg CHF3.890.588.817.3917/08/2017
BofAML Gbl HY Constnd TR HEUR11.6912.358.799.5217/08/2017
MSCI Australia NR USD9.1816.408.788.7118/08/2017
Morningstar Gbl Gov Bd TR USD2.34-2.308.724.5917/08/2017
Tel Aviv SE Gov Bond - CPI Linked TR ILS3.795.328.639.6117/08/2017
MSCI Singapore NR SGD18.3820.588.626.7718/08/2017
STeFI Composite ZAR4.2211.168.580.9018/08/2017
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur8.777.148.519.0617/08/2017
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 25-1.392.508.5011.4417/08/2017
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-3.44-0.318.486.7217/08/2017
JPM EMBI Global Hedged EUR TR13.546.648.266.9617/08/2017
STeFI 3 Month NCD ZAR3.9810.768.220.6218/08/2017
Tel Aviv SE TA 125 TR ILS0.073.818.1811.7217/08/2017
BBgBarc Global Aggregate TR Hdg CHF1.90-1.618.186.4317/08/2017
Morningstar Australasian Bd TR USD7.403.218.003.2917/08/2017
TReuters Global Hedged CB TR EUR12.0111.967.9210.8617/08/2017
MSCI Spain NR EUR22.6436.457.9213.6718/08/2017
Tel Aviv SE Makams T-Bill TR ILS1.935.877.807.0817/08/2017
Morningstar Gbl xUS Gov Bd TR USD4.06-3.377.764.2017/08/2017
BBgBarc Gbl Infl Linked TR Hdg EUR7.083.807.766.2617/08/2017
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd7.645.407.675.1217/08/2017
Citi Australian GBI AUD7.753.257.672.5217/08/2017
FTSE AllSh TR GBP6.7011.477.599.5518/08/2017
Citi Swiss GBI CHF0.32-1.257.545.0817/08/2017
Euromoney Global Gold TR7.15-18.807.52-5.8717/08/2017
BofAML GBP HY TR GBP6.408.707.3810.7517/08/2017
BBgBarc Sterling Agg Corp TR GBP4.110.477.367.1117/08/2017
Morningstar UK Eurobond Corp TR GBP3.76-0.327.366.6817/08/2017
Morningstar Eurozone Bd TR EUR6.832.227.338.2617/08/2017
BBgBarc Gbl Agg Corp TR Hdg EUR10.055.447.246.7317/08/2017
Citi EMU GBI EUR6.561.927.248.0317/08/2017
OSE FXLT Mutual Fund Index Linked/TOTX9.5423.197.229.0218/08/2017
BBgBarc Euro Agg Corps TR EUR8.695.887.227.3017/08/2017
FTSE AW Asean TR USD12.929.577.176.0417/08/2017
Morningstar Euro Bank Capital TR EUR9.357.587.117.8117/08/2017
S&P Pan Africa TR10.937.667.117.2117/08/2017
JPM GBI-EM Global Diversified TR USD8.406.517.093.4017/08/2017
Morningstar Eurobond Corp TR EUR8.
BBgBarc Euro Agg Bond TR EUR7.
BBgBarc Pan Euro Agg TR EUR6.182.146.976.9117/08/2017
FTSE/JSE All Share TR ZAR10.4210.816.946.7618/08/2017
Morningstar Euro Gov Infl Lkd TR EUR6.384.136.846.8217/08/2017
Morningstar UK Bank Capital TR GBP6.355.266.808.9717/08/2017
Citi UK GBI GBP1.78-3.716.714.5617/08/2017
Citi Polish GBI PLN13.916.706.706.7917/08/2017
BBgBarc Global Aggregate TR Hdg EUR7.963.176.605.7617/08/2017
BBgBarc Sterling Agg TR GBP2.29-2.506.595.0217/08/2017
S&P Mid-East and Africa BMI TR USD6.993.856.516.1117/08/2017
Citi SGD EuroDep 3 Mon SGD1.970.196.462.7717/08/2017
Morningstar UK Bd TR GBP1.79-3.626.454.3017/08/2017
BBgBarc Gbl Infl Linked Sweden TR USD7.654.496.432.1517/08/2017
Citi Swiss GBI 1-3 Yr CHF0.24-0.376.333.9517/08/2017
MSCI Frontier Markets NR USD14.8523.126.2513.1117/08/2017
Cat 50%Citi PolishGBI&50%MSCI Poland NR23.8321.496.166.6317/08/2017
MSCI Portugal NR EUR16.3116.626.135.0718/08/2017
Morningstar Metals Cmdty TR USD6.23-1.876.10-2.1917/08/2017
S&P Global Natural Resources TR USD2.3314.896.044.5817/08/2017
BBgBarc Euro Infln Lkd TR EUR6.364.086.034.4617/08/2017
Citi AUD EuroDep 3 Mon AUD6.206.945.801.0417/08/2017
Citi Canadian GBI CAD1.96-0.735.710.9417/08/2017
Morningstar Canadian Bd TR CAD2.05-0.565.710.9317/08/2017
Citi CHF EuroDep 1 Mon CHF0.46-0.205.713.6217/08/2017
MSCI Canada NR USD0.908.665.606.0417/08/2017
Citi PLN EuroDep 3 Mon PLN11.237.645.584.4317/08/2017
Citi Swedish GBI SEK6.641.395.532.4617/08/2017
BBgBarc Euro Agg Corp 1-3 Yr TR EUR7.285.875.504.9517/08/2017
MSCI Turkey NR EUR34.2115.755.342.1917/08/2017
Citi Danish GBI 3-5 Yr DKK6.715.115.323.7917/08/2017
MSCI Russia NR USD-12.8010.685.140.4617/08/2017
MSCI EM EMEA NR USD7.1510.875.132.8317/08/2017
BofAML Gbl HY Constnd TR HGBP5.187.775.056.9617/08/2017
MSCI Poland NR EUR33.9837.335.035.9417/08/2017
BBgBarc Euro Agg 1-3 Yr TR EUR6.705.164.854.3717/08/2017
BBgBarc Euro Agg Govt 1-3 Yr TR EUR6.555.014.704.2117/08/2017
Citi CAD EuroDep 3 Mon CAD2.193.564.63-0.0717/08/2017
Citi Danish GBI 1-3 Yr DKK6.464.684.563.0517/08/2017
BBgBarc Gbl Infl Linked TR Hdg GBP0.78-0.404.243.8517/08/2017
MSCI EM Europe NR EUR5.3520.014.231.0917/08/2017
Citi EUR EuroDep 3 Mon EUR6.464.734.132.9717/08/2017
Morningstar Lng/Shrt Cmdty TR USD-11.79-9.184.11-0.3217/08/2017
EONIA Capitalisé 360j TR EUR6.284.334.042.8816/08/2017
MSCI EM Latin America NR USD16.0315.803.931.1117/08/2017
Morningstar Euro Covered Bd TR LCL-1.019.733.874.6321/02/2017
Morningstar Lng/Shrt Cmdty ER USD-12.18-9.713.85-0.4917/08/2017
BBgBarc Global Aggregate TR Hdg NOK6.044.113.722.1917/08/2017
Morningstar Lng/Flt Cmdty TR USD-11.60-9.863.69-1.5217/08/2017
BBgBarc Gbl Agg Corp TR Hdg GBP3.631.193.664.2617/08/2017
Citi Swedish GBI 1-3 Yr SEK6.884.063.310.8817/08/2017
MSCI Brazil NR USD11.5016.543.250.2017/08/2017
BBgBarc Global Aggregate TR Hdg GBP1.65-
FTSE 100 PR GBP2.546.622.804.5918/08/2017
Citi SEK EuroDep 3 Mon SEK6.864.012.620.3017/08/2017
OSE Statsobligasjonsind 3.005.315.692.230.0518/08/2017
Morningstar Livestock Cmdty TR USD3.218.462.153.3017/08/2017
S&P Global Clean Energy TR USD10.031.072.1111.6717/08/2017
BBgBarc Sterling Agg 1-3 Yr TR GBP0.160.441.421.2417/08/2017
OSE Statsobligasjonsind 1.004.685.841.26-0.6018/08/2017
OSE Statsobligasjonsind 0.254.565.811.03-0.7618/08/2017
Citi GBP EuroDep 3 Mon GBP0.210.370.530.5217/08/2017
Morningstar Agriculture Cmdty TR USD-14.21-13.15-0.94-6.3917/08/2017
Athens Exchange Athex Composite TR38.8855.69-2.7410.2318/08/2017
MSCI World/Energy NR USD-14.71-2.85-2.841.6517/08/2017
FTSE Turkish Lira Government Bond-2.57-17.75-8.15-10.1418/08/2017
Morningstar Lng-Only Cmdty TR USD-12.71-5.91-9.13-8.5117/08/2017
Morningstar Energy Cmdty TR USD-19.10-6.53-22.86-15.1117/08/2017
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.