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 USD31.6812.4622.9323.4916/08/2019
Morningstar US Large Growth TR EUR26.9712.8219.9621.0016/08/2019
Morningstar US Growth TR EUR29.0512.0919.4520.3916/08/2019
Russell 1000 Growth TR USD27.4411.3318.7520.7516/08/2019
Morningstar US Mid Growth TR EUR33.5014.9218.3318.7316/08/2019
MSCI Russia NR USD25.3328.5917.2611.1716/08/2019
Athens Exchange Athex Composite TR35.0117.7816.05-1.9616/08/2019
Morningstar US Small Growth TR EUR26.302.9815.2517.3716/08/2019
Vietnam VN Index15.086.9715.1815.2716/08/2019
Morningstar US Large Cap TR EUR22.309.1015.1617.9116/08/2019
S&P 500 TR USD22.438.7514.5817.6116/08/2019
Russell 1000 TR USD22.698.5014.5017.3716/08/2019
Morningstar US Market TR GBP22.607.9414.3917.2716/08/2019
Morningstar US Market TR USD22.607.9414.3917.2716/08/2019
Morningstar US Market TR EUR22.607.9414.3917.2716/08/2019
Russell 3000 TR USD22.317.4114.2217.1216/08/2019
MSCI ACWI Growth NR USD23.438.5313.4215.3316/08/2019
Morningstar US Mid Cap TR EUR24.977.8013.2416.2116/08/2019
Morningstar US Large Core TR EUR21.596.9313.0717.2416/08/2019
MSCI Brazil NR USD15.2431.8212.796.3916/08/2019
Morningstar US Core TR EUR22.286.5912.5316.6616/08/2019
Russell Mid Cap TR USD24.166.8112.1315.4616/08/2019
FTSE Italia AllShare TR EUR16.183.6712.057.7116/08/2019
MSCI Austria NR EUR7.22-10.4412.029.3416/08/2019
Red Rocks Gbl Listed Private Eqty TR USD22.302.6612.0113.6316/08/2019
MSCI Thailand NR THB13.509.2711.8211.4916/08/2019
DJ Islamic World TR USD19.747.0511.5814.1915/08/2019
S&P Global Water TR23.8514.2211.5714.8716/08/2019
FTSE EPRA Nareit Switzerland TR EUR35.8932.8411.4417.1416/08/2019
Morningstar US Large Val TR EUR16.346.5411.4314.7716/08/2019
Morningstar US Mid Core TR EUR24.657.4511.3715.4416/08/2019
MSCI World NR USD19.015.7511.2913.2516/08/2019
MSCI World/Utilities NR USD19.7418.8510.9813.3816/08/2019
MSCI Switzerland NR CHF26.9818.9310.9611.4616/08/2019
S&P Global Clean Energy TR USD38.1237.0610.807.5216/08/2019
MSCI Frontier Markets NR USD19.1011.5410.795.8816/08/2019
MSCI World/Financials NR USD13.72-1.7910.7910.7516/08/2019
MSCI ACWI NR USD17.615.3310.7512.5516/08/2019
Morningstar US Value TR EUR15.844.0610.6614.3716/08/2019
Russell 2000 TR USD17.15-5.8210.5014.0116/08/2019
MSCI BRIC NR USD11.336.7010.479.0216/08/2019
Euronext AEX All Share TR EUR16.683.2610.4512.0516/08/2019
MSCI EM Europe NR EUR15.2818.2310.314.9716/08/2019
Euronext Paris CAC 40 NR EUR16.503.6910.2710.2416/08/2019
MSCI China NR USD11.001.6510.2410.9016/08/2019
Russell 1000 Value TR USD18.025.6310.2113.9316/08/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR17.448.3410.1812.6817/08/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR21.099.7810.1214.7717/08/2019
MSCI Germany Small Cap NR EUR14.03-8.7210.0015.0216/08/2019
MSCI Golden Dragon NR USD11.392.839.8911.2616/08/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR16.507.289.8411.6417/08/2019
MSCI Taiwan NR USD13.492.829.7611.9616/08/2019
Morningstar US Mid Val TR EUR16.250.719.7514.1916/08/2019
MSCI Singapore NR SGD11.086.939.697.4116/08/2019
MSCI Hong Kong NR HKD10.246.769.6911.8816/08/2019
Morningstar US Small Cap TR EUR18.85-3.629.6613.6416/08/2019
Morningstar US Mid Core PR EUR23.355.639.4613.4616/08/2019
MSCI World/Health Care NR USD13.387.309.2914.1516/08/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR10.39-2.339.2512.8716/08/2019
Morningstar US Small Core TR EUR20.29-1.689.1813.5216/08/2019
S&P Global Infrastructure TR USD22.2014.839.1511.5116/08/2019
Tel Aviv SE TA 125 TR ILS21.6213.448.869.8515/08/2019
OSE FXLT Mutual Fund Index Linked/TOTX6.30-6.448.855.7316/08/2019
MSCI Pacific Ex Japan NR USD14.585.008.708.6116/08/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR16.4510.868.6711.9217/08/2019
MSCI World/Materials NR USD13.601.068.638.2416/08/2019
MSCI Europe Growth NR EUR21.927.788.6210.8316/08/2019
MSCI ACWI Small NR USD15.34-2.618.5211.7016/08/2019
MSCI EMU Small Cap NR EUR14.24-4.408.4911.7816/08/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR15.8524.558.4011.6031/07/2019
MSCI World High Dividend Yield NR USD14.976.628.3211.0516/08/2019
FTSE EPRA Nareit Developed Asia TR USD18.6218.588.3010.7216/08/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS20.4115.718.299.2415/08/2019
BBgBarc US Corporate High Yield TR USD15.0210.858.2711.5916/08/2019
Morningstar Eurozone 50 GR EUR16.313.618.198.3716/08/2019
MSCI EMU SMID NR EUR13.72-4.638.1311.0516/08/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR17.6712.998.079.8615/08/2019
MSCI Europe Ex UK NR EUR15.883.508.068.9116/08/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR14.618.768.039.8717/08/2019
MSCI ACWI Value NR USD11.892.118.029.7316/08/2019
MSCI Australia NR USD17.443.348.007.3116/08/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR12.350.917.969.4017/08/2019
Tel Aviv SE All Bond19.4915.727.919.4315/08/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS22.1317.437.879.0215/08/2019
ICE BofAML Gbl HY Constnd TR USD14.0211.127.8310.7616/08/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR15.107.947.8310.5917/08/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 2519.3915.097.829.4315/08/2019
MSCI AC Asia Ex Japan NR USD7.640.747.819.1516/08/2019
MSCI AC Asia Pac Ex JPN NR USD9.381.287.788.6916/08/2019
Tel Aviv SE All Gov Bond TR ILS20.6217.327.739.4015/08/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 2519.2214.107.679.4015/08/2019
MSCI Europe ex UK Small Cap NR EUR13.19-5.767.6511.8316/08/2019
MSCI EMU NR EUR13.74-0.037.658.5216/08/2019
Morningstar DM Europe 100 GR EUR16.145.687.557.4716/08/2019
MSCI India NR USD3.54-1.137.519.9216/08/2019
TReuters Global CB TR USD14.868.947.479.9315/08/2019
FTSE EPRA Nareit Global TR USD21.0114.007.4712.6816/08/2019
S&P Global Agribusiness Equity TR USD14.946.987.459.2516/08/2019
MSCI AC Asia Pacific NR USD9.540.577.459.5716/08/2019
Morningstar EM Corp Bd TR USD16.2217.627.3611.6816/08/2019
S&P Global Natural Resources TR USD6.29-5.727.305.2016/08/2019
Morningstar Energy Cmdty TR USD18.85-7.267.27-9.6316/08/2019
MSCI EAFE NR USD13.011.747.268.4916/08/2019
MSCI Europe NR EUR14.
TOPIX TR JPY8.98-1.667.2211.4316/08/2019
JPM CEMBI Broad Diversified TR USD15.1516.277.2211.8716/08/2019
Tel Aviv SE Yeter- Rest of shares TR ILS19.6613.967.1614.8715/08/2019
Euronext Paris CAC Mid&Small NR EUR12.54-7.867.1211.3816/08/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR15.3313.227.0911.0617/08/2019
MSCI Canada NR USD22.
BBgBarc Gbl Infl Linked TR Hdg USD17.1616.326.9812.1616/08/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD17.0816.736.9611.5016/08/2019
JPM EMBI Global Diversified TR USD18.2418.426.9612.3816/08/2019
FTSE EPRA Nareit United States TR USD26.7616.586.9414.8916/08/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 2518.4910.456.939.0615/08/2019
BBgBarc US Corp Bond TR USD18.8218.166.9311.3516/08/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR14.088.456.929.8817/08/2019
FTSE EMU GBI 10+ Yr EUR24.7426.466.9111.0316/08/2019
MSCI Europe Small Cap NR EUR12.07-6.646.8510.3616/08/2019
MSCI Denmark NR DKK19.449.056.8511.5916/08/2019
MSCI Europe SMID NR EUR13.20-4.306.839.7916/08/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR-1.211.946.773.6917/08/2019
MSCI EM NR USD7.332.126.706.9216/08/2019
MSCI Poland NR EUR-7.74-6.286.610.8616/08/2019
JPM ACI Non Investment Grade TR USD14.5914.246.6012.4216/08/2019
Morningstar EM Composite Bd TR USD16.4017.566.5811.5316/08/2019
MSCI EM Latin America NR USD8.9411.376.473.4116/08/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur12.757.056.377.5017/08/2019
MSCI Europe High Div Yld NR EUR10.864.606.337.2516/08/2019
Beassa 1-3 Yr TR ZAR3.9011.076.287.1716/08/2019
MSCI Nordic Countries NR EUR10.170.426.187.4216/08/2019
JPM Asia Credit TR USD15.2716.156.1811.7516/08/2019
MSCI AC ASEAN NR USD8.667.816.166.4016/08/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR12.6610.086.158.0317/08/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR11.464.446.117.3617/08/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR11.419.406.069.1217/08/2019
BBgBarc Pan Euro HY Euro TR EUR10.076.586.037.1316/08/2019
BBgBarc Global Aggregate TR Hdg USD14.2315.736.0311.0016/08/2019
MSCI AC Asia Pacific ex Japan HDY NR USD6.450.545.976.1916/08/2019
TReuters Global Focus Hedged CB TR USD12.048.485.969.8816/08/2019
TReuters Global Hedged CB TR EUR10.835.095.956.1215/08/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR8.536.595.9110.0717/08/2019
BBgBarc Gbl Agg Corp TR USD15.4814.685.849.3516/08/2019
FTSE WBIG Eastern Europe EUR10.1311.755.798.1216/08/2019
Morningstar EM Sovereign Bd TR USD16.8417.835.7111.5416/08/2019
MSCI Portugal NR EUR11.98-5.325.704.5416/08/2019
MSCI Europe Value NR EUR6.00-3.755.634.5116/08/2019
Beassa ALBI TR ZAR5.6010.985.617.1216/08/2019
NASDAQ Biotechnology TR USD14.09-4.995.5110.9516/08/2019
ICE BofAML Sterling HY TR GBP8.194.845.445.9516/08/2019
MSCI Nordic Countries Small Cap NR USD8.93-7.385.4211.0516/08/2019
BBgBarc US Agg Bond TR USD14.0915.295.3410.0916/08/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur11.749.205.336.8617/08/2019
FTSE AllSh TR GBP9.34-2.225.315.6616/08/2019
Morningstar US Core Bd TR USD13.9515.185.3110.2016/08/2019
ICE BofAML Gbl HY Constnd TR HEUR9.596.125.296.0416/08/2019
BME IBEX 35 NR EUR5.88-2.905.202.6516/08/2019
FTSE Polish GBI PLN5.328.465.175.9416/08/2019
BBgBarc Gbl Infl Linked US TIPS TR USD13.9312.495.158.7316/08/2019
FTSE EPRA Nareit Developed Europe TR EUR12.220.755.1110.0716/08/2019
STeFI Composite ZAR3.567.915.046.1916/08/2019
JPM GBI-EM Global Diversified TR USD13.2617.345.016.1116/08/2019
BBgBarc Gbl Infl Linked TR USD13.9612.664.938.2216/08/2019
MSCI Sweden Small Cap NR SEK13.021.604.9212.6916/08/2019
FTSE US GBI USD13.7215.654.749.6816/08/2019
Markit iBoxx ALBI TR USD11.4315.394.739.3616/08/2019
Tel Aviv SE Makams T-Bill TR ILS11.579.544.736.5315/08/2019
FTSE EPRA Nareit Eurozone TR EUR11.06-2.364.7212.0316/08/2019
STeFI 3 Month NCD ZAR3.347.554.695.8416/08/2019
MSCI Indonesia NR IDR7.8221.564.687.5716/08/2019
Morningstar Eurozone Bd TR EUR12.0413.504.596.7416/08/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR11.469.594.588.0417/08/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd8.303.034.566.8017/08/2019
ICE BofAML Gbl HY Constnd TR HGBP8.235.014.494.1816/08/2019
FSE DAX TR EUR11.57-3.484.487.7116/08/2019
Morningstar Euro Gov Infl Lkd TR EUR11.3011.024.456.0615/08/2019
Markit iBoxx ALBI China Offshore TR CNH6.748.144.418.2016/08/2019
Morningstar US Small Val TR EUR9.76-11.994.419.9316/08/2019
Morningstar Swiss Bd TR CHF18.9521.644.389.0816/08/2019
Morningstar UK Gov Infl Lkd TR GBP11.8910.304.358.9716/08/2019
FTSE EMU GBI EUR11.9213.304.346.5916/08/2019
Euronext BEL 20 NR EUR12.27-2.644.308.0116/08/2019
BBgBarc Euro Infln Lkd TR EUR10.399.754.265.3816/08/2019
BBgBarc Euro Agg Bond TR EUR10.6511.334.196.1316/08/2019
BBgBarc Euro Agg Corps TR EUR9.338.264.185.6816/08/2019
JPM CEMBI Broad Diversified Hdg TR EUR9.749.984.145.8716/08/2019
BBgBarc US Aggregate 1-3 Yr TR USD8.519.754.138.2516/08/2019
Markit iBoxx ALBI Hong Kong TR HKD10.3512.954.099.6416/08/2019
MSCI World/Comm Services NR USD21.8714.044.0810.0616/08/2019
BBgBarc Global Aggregate TR USD12.5813.624.068.2116/08/2019
FTSE USD EuroDep 3 Mon USD6.587.454.017.8816/08/2019
ICE BofAML USD 3M Dep OR CM TR USD6.747.554.007.8216/08/2019
MSCI Sweden NR SEK5.87-3.073.965.5216/08/2019
BBgBarc Gbl Infl Linked TR Hdg EUR11.7410.043.936.2816/08/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR11.5810.333.865.5816/08/2019
BBgBarc Pan Euro Agg TR EUR10.5011.063.866.0916/08/2019
JPM EMBI Global Diversified Hedge TR EUR12.6611.953.806.3016/08/2019
FTSE 250 Ex Investment Trust TR GBP9.07-7.133.765.9116/08/2019
Morningstar UK Bank Capital TR GBP7.866.663.755.3315/08/2019
TReuters Europe CB TR EUR8.824.153.695.7616/08/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd7.243.463.686.1217/08/2019
Morningstar Euro Bank Capital TR EUR5.855.343.684.9816/08/2019
Markit iBoxx ALBI Singapore TR SGD7.6911.563.647.6716/08/2019
Morningstar Gbl Gov Bd TR USD12.6114.283.637.9716/08/2019
Morningstar China Large Cap CNY22.1717.683.4612.3116/08/2019
BBgBarc Gbl Infl Linked TR Hdg GBP10.629.193.304.6116/08/2019
BBgBarc Gbl Agg Corp TR Hdg CHF15.2714.393.277.1616/08/2019
MSCI Emerging Markets SMID NR USD3.83-1.903.225.3316/08/2019
Morningstar Eurobond Corp TR EUR6.835.883.215.1016/08/2019
BBgBarc Gbl Agg Corp TR Hdg GBP10.379.393.173.8416/08/2019
Morningstar Australasian Bd TR USD12.0411.553.146.2416/08/2019
Morningstar Gbl xUS Gov Bd TR USD12.1113.643.117.3116/08/2019
Morningstar Canadian Bd TR CAD14.9612.873.055.4316/08/2019
BBgBarc Global Aggregate TR Hdg EUR8.879.422.985.1316/08/2019
Morningstar Shrt-Only Cmdty TR USD2.8612.012.9015.2716/08/2019
TReuters Global Focus Hedged CB TR CHF10.546.732.856.1616/08/2019
Morningstar Metals Cmdty TR USD18.3025.382.836.0016/08/2019
Markit iBoxx GBP NonGilts TR9.498.222.735.6016/08/2019
Morningstar Shrt/Flt Cmdty TR USD-0.444.172.686.9616/08/2019
FTSE Small Cap Ex Invest Trust TR GBP1.28-10.892.684.6216/08/2019
BBgBarc Sterling Agg TR GBP10.449.862.566.0316/08/2019
FTSE Danish GBI 3-5 Yr DKK4.584.742.533.7216/08/2019
Morningstar UK Eurobond Corp TR GBP10.338.652.476.0715/08/2019
Morningstar UK Bd TR GBP10.9510.512.446.1216/08/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR3.503.372.433.6216/08/2019
BBgBarc Global Aggregate TR Hdg CHF12.4513.432.406.7216/08/2019
FTSE Act UK Cnvt Gilts All Stocks TR GBP10.349.982.385.9416/08/2019
BBgBarc Global Aggregate TR Hdg GBP7.728.522.303.4216/08/2019
FTSE Swiss GBI CHF8.7510.392.116.0916/08/2019
MSCI Korea NR USD-4.79-11.712.104.5916/08/2019
EMIX Global Mining Global Gold TR USD46.0366.782.0810.9715/08/2019
BBgBarc Euro Agg 1-3 Yr TR EUR2.753.211.953.0816/08/2019
BBgBarc Global Aggregate TR Hdg NOK8.997.191.852.5916/08/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR2.523.241.832.9516/08/2019
FTSE/JSE All Share TR ZAR3.13-0.951.753.2016/08/2019
FTSE Japanese GBI JPY13.1515.561.488.6016/08/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd4.524.391.444.3317/08/2019
FTSE Danish GBI 1-3 Yr DKK2.252.311.392.6716/08/2019
Morningstar Lng-Only Cmdty TR USD9.43-1.831.38-3.6316/08/2019
EONIA Capitalisé 360j TR EUR1.651.781.372.3716/08/2019
FTSE EUR EuroDep 3 Mon EUR1.611.721.312.3616/08/2019
MSCI AC Asia Ex JPN Small NR USD1.20-8.301.294.6216/08/2019
Morningstar Japanese Bd TR JPY12.1914.451.228.2716/08/2019
FTSE 100 PR GBP5.78-5.811.071.2516/08/2019
FTSE Swiss GBI 1-3 Yr CHF5.426.240.974.4816/08/2019
MSCI World/Energy NR USD4.81-13.290.71-0.6916/08/2019
FTSE CHF EuroDep 1 Mon CHF5.005.480.693.9116/08/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP1.311.490.661.1516/08/2019
FTSE GBP EuroDep 3 Mon GBP0.530.840.580.5916/08/2019
OSE Statsobligasjonsind 3.002.630.590.170.4116/08/2019
Morningstar Lng/Shrt Cmdty TR USD3.89-2.86-0.174.4416/08/2019
OSE Statsobligasjonsind 1.001.66-0.57-0.20-0.3916/08/2019
OSE Statsobligasjonsind 0.251.61-0.65-0.21-0.5316/08/2019
BBgBarc Gbl Infl Linked Sweden TR USD0.603.68-0.312.8116/08/2019
S&P Mid-East and Africa BMI TR USD2.811.67-0.502.9916/08/2019
S&P Pan Africa TR1.07-2.09-0.692.4816/08/2019
Morningstar Livestock Cmdty TR USD-13.08-8.68-0.78-0.7216/08/2019
MSCI China A Onshore NR CNY28.2717.32-0.8010.7316/08/2019
FTSE Swedish GBI SEK1.695.07-0.972.4716/08/2019
Morningstar Lng/Flt Cmdty TR USD3.09-3.12-1.103.7516/08/2019
Morningstar Lng/Shrt Cmdty ER USD2.37-5.06-1.593.5116/08/2019
FTSE Swedish GBI 1-3 Yr SEK-3.48-0.56-2.70-0.4216/08/2019
FTSE SEK EuroDep 3 Mon SEK-3.90-0.71-2.91-0.9416/08/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-5.18-5.00-5.811.3617/08/2019
FTSE/JSE SA Listed Property TR ZAR0.59-3.85-6.482.7916/08/2019
Morningstar Agriculture Cmdty TR USD-3.59-8.28-8.53-3.0016/08/2019
MSCI Turkey NR EUR8.2227.21-9.75-5.8116/08/2019
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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