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 Brazil NR USD5.19-1.5530.162.9317/10/2018
MSCI World/Information Tech NR USD15.5218.1527.6123.2717/10/2018
Russell 1000 Growth TR USD14.8417.8623.0319.7117/10/2018
MSCI Austria NR EUR-6.21-5.1022.427.6817/10/2018
Vietnam VN Index-1.9213.6022.1716.4918/10/2018
Morningstar US Large Growth TR EUR17.8920.6622.1220.2217/10/2018
Morningstar US Growth TR EUR17.1319.7221.5819.0617/10/2018
Morningstar US Small Growth TR EUR14.5715.7120.6114.8017/10/2018
Morningstar US Large Core TR EUR7.909.0820.5617.0517/10/2018
Morningstar US Large Cap TR EUR10.8713.0820.4617.4617/10/2018
MSCI Russia NR USD9.349.4220.422.5817/10/2018
Tel Aviv SE Yeter- Rest of shares TR ILS-1.34-6.3820.1812.9017/10/2018
S&P 500 TR USD9.8712.1920.0117.1717/10/2018
MSCI Thailand NR THB3.606.3319.939.3617/10/2018
Russell 1000 TR USD9.5711.8619.7316.8517/10/2018
Morningstar US Market TR GBP9.4411.6619.7016.7117/10/2018
Morningstar US Market TR EUR9.4411.6619.7016.7117/10/2018
Morningstar US Market TR USD9.4411.6619.7016.7117/10/2018
MSCI EM Latin America NR USD2.92-2.6819.682.2617/10/2018
Russell 3000 TR USD9.4311.5519.6616.5917/10/2018
S&P Global Natural Resources TR USD3.226.9419.396.9717/10/2018
NASDAQ OMX Helsinki Benchmark Cap GR EUR3.300.0619.3513.2617/10/2018
Morningstar US Core TR EUR6.478.0219.3316.3117/10/2018
MSCI Germany Small Cap NR EUR-9.28-6.6219.2313.9817/10/2018
OSE FXLT Mutual Fund Index Linked/TOTX12.9210.0819.059.0417/10/2018
Morningstar US Mid Growth TR EUR12.6515.0018.9815.7117/10/2018
Russell 2000 TR USD7.657.7818.7913.6617/10/2018
Morningstar US Large Val TR EUR5.107.6718.0714.6417/10/2018
Morningstar US Mid Val TR EUR2.434.9518.0614.8017/10/2018
Morningstar US Value TR EUR4.336.7917.9614.5517/10/2018
Morningstar US Small Cap TR EUR5.787.1617.7413.4817/10/2018
Morningstar US Mid Cap TR EUR5.638.1517.6215.1017/10/2018
MSCI World Growth NR USD7.389.3017.4414.3217/10/2018
DJ Islamic World TR USD4.886.0917.0013.3317/10/2018
Russell Mid Cap TR USD5.237.1816.8714.5517/10/2018
MSCI Nordic Countries Small Cap NR USD1.80-1.0116.7212.5717/10/2018
MSCI World Small Cap NR USD1.783.3116.6912.3317/10/2018
MSCI Taiwan NR USD-2.41-6.0816.6511.4417/10/2018
MSCI World/Materials NR USD-6.51-3.7416.627.8017/10/2018
Morningstar US Small Core TR EUR2.064.0616.5213.0317/10/2018
Russell 1000 Value TR USD4.205.8216.3713.9417/10/2018
Morningstar US Small Val TR EUR1.021.8415.8712.4817/10/2018
Cat 50%Citi ESBI Indo&50%MSCI Indo NR-6.99-3.5615.879.8730/09/2018
Euronext Paris CAC Mid 60 NR EUR-8.08-8.4515.8312.1117/10/2018
Morningstar US Mid Core TR EUR1.804.4115.6814.7117/10/2018
MSCI World NR USD3.955.3015.6712.2717/10/2018
Red Rocks Gbl Listed Private Eqty TR USD0.90-1.5115.3011.9417/10/2018
MSCI Europe ex UK Small Cap NR EUR-6.30-5.9915.1211.6717/10/2018
EMIX Global Mining Global Gold TR USD-12.21-13.9414.902.4517/10/2018
TOPIX TR JPY-0.982.0514.7211.0118/10/2018
MSCI Korea NR USD-13.98-11.6114.606.1917/10/2018
S&P Global Water TR-1.97-0.8714.5912.4417/10/2018
MSCI BRIC NR USD-10.98-11.4314.416.6717/10/2018
Euronext AEX All Share TR EUR-2.33-3.3214.3710.3817/10/2018
MSCI EMU Small Cap NR EUR-8.60-8.0014.1610.6217/10/2018
MSCI World/Health Care NR USD13.7310.2414.0715.0917/10/2018
MSCI World/Financials NR USD-4.65-2.6114.029.9717/10/2018
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR2.093.0214.0210.3217/10/2018
S&P Global Agribusiness Equity TR USD-0.060.2613.949.7717/10/2018
FTSE EPRA Nareit Eurozone TR EUR-2.382.7013.9412.5717/10/2018
Cat 25%Barclays US Agg TR&75%FTSE Wld TR2.773.2113.8510.9417/10/2018
MSCI World Value NR USD0.431.2313.8210.1717/10/2018
MSCI EMU SMID NR EUR-6.60-6.1713.769.8217/10/2018
Morningstar US Mid Core PR EUR0.542.7013.6512.7817/10/2018
MSCI Australia NR USD-5.01-4.3513.574.5717/10/2018
MSCI Sweden Small Cap NR SEK-2.21-4.3213.3712.1217/10/2018
MSCI AC Asia Pacific NR USD-6.48-5.2413.238.4717/10/2018
BBgBarc US Corporate High Yield TR USD4.942.2913.079.5417/10/2018
MSCI World High Dividend Yield NR USD-0.150.1613.049.8615/10/2018
MSCI Golden Dragon NR USD-11.67-12.3313.0210.0817/10/2018
MSCI AC Asia Pac Ex JPN NR USD-10.47-9.7912.847.4417/10/2018
MSCI Pacific Ex Japan NR USD-6.29-5.2912.836.0317/10/2018
MSCI Europe Small Cap NR EUR-6.16-4.7012.8210.5317/10/2018
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR1.834.1412.7812.0317/10/2018
MSCI EM NR USD-10.69-10.2712.755.6517/10/2018
Morningstar EM Corp Bd TR Hdg EUR-1.21-1.2512.715.5417/10/2018
MSCI AC Asia Ex Japan NR USD-11.63-10.9412.628.3617/10/2018
ICE BofAML Gbl HY Constnd TR USD2.940.6712.608.7517/10/2018
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR-0.10-2.5912.438.6517/10/2018
FTSE EPRA Nareit Switzerland TR EUR-2.06-1.0712.0310.1317/10/2018
MSCI EM Europe NR EUR-5.89-5.4412.00-1.0417/10/2018
MSCI China NR USD-15.63-15.6911.939.6117/10/2018
FTSE AW Asean TR USD-5.89-2.7311.914.5517/10/2018
Euronext Paris CAC 40 NR EUR-2.22-3.4511.877.1917/10/2018
MSCI Canada NR USD-3.60-2.8511.835.4617/10/2018
MSCI Hong Kong NR HKD-9.08-8.3511.769.9317/10/2018
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR0.781.1811.758.2017/10/2018
MSCI Europe SMID NR EUR-5.32-4.7111.749.4617/10/2018
MSCI World/Energy NR USD5.8210.1411.713.5517/10/2018
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR0.13-0.3411.707.7017/10/2018
Morningstar Energy Cmdty TR USD24.9738.6411.51-7.7817/10/2018
ICE BofAML Gbl HY Constnd TR HEUR-2.18-3.0311.454.8117/10/2018
MSCI Indonesia NR IDR-17.60-14.0911.434.8217/10/2018
Cat 50%Barclays US Agg TR&50%FTSE Wld TR2.121.5511.429.4217/10/2018
MSCI World/Utilities NR USD4.47-0.7011.399.8417/10/2018
FSE DAX TR EUR-10.31-11.3311.386.6417/10/2018
MSCI Portugal NR EUR-0.14-2.0411.30-1.4217/10/2018
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR-1.52-1.9811.267.3417/10/2018
BBgBarc Pan Euro HY Euro TR EUR-1.74-2.1411.225.6417/10/2018
MSCI Singapore NR SGD-6.15-2.4311.085.1817/10/2018
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR2.670.7011.016.2917/10/2018
Beassa 1-3 Yr TR ZAR-4.962.4110.983.8717/10/2018
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR-6.85-8.1610.926.9317/10/2018
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR2.552.5210.708.7317/10/2018
MSCI World/Biotechnology NR USD7.62-2.8310.6914.7217/10/2018
TReuters Global CB TR USD3.801.7210.648.2417/10/2018
MSCI EAFE NR USD-3.95-3.6710.587.0817/10/2018
Morningstar EM Corp Bd TR USD0.90-1.6710.568.3717/10/2018
Morningstar EM Corp Bd TR USD0.90-1.6710.568.3717/10/2018
Tel Aviv SE TA 125 TR ILS4.616.8510.558.1217/10/2018
S&P Global Infrastructure TR USD-3.99-5.9210.549.3717/10/2018
MSCI EMU NR EUR-6.00-7.5910.476.6417/10/2018
STeFI Composite ZAR-4.992.7810.353.3718/10/2018
MSCI AC Asia Pacific ex Japan HDY NR USD-6.87-7.3210.344.9417/10/2018
Euronext BEL 20 NR EUR-9.39-11.5710.318.0017/10/2018
FTSE EPRA Nareit Developed Asia TR USD-1.45-1.2210.275.3117/10/2018
FTSE EPRA Nareit Global TR USD-1.67-2.2010.178.9717/10/2018
STeFI 3 Month NCD ZAR-5.222.469.993.0418/10/2018
JPM EMBI Global TR USD-1.57-4.009.958.3817/10/2018
TReuters Global Hedged CB TR EUR-0.69-1.389.945.2117/10/2018
MSCI Nordic Countries NR EUR-2.55-6.629.927.2217/10/2018
Morningstar EM Composite Bd TR USD-0.39-3.039.878.2717/10/2018
MSCI Europe Ex UK NR EUR-5.30-7.029.776.7417/10/2018
Tel Aviv SE Gen Bond CPI Linked TR ILS-1.25-1.589.706.1617/10/2018
FTSE EPRA Nareit United States TR USD1.82-0.899.6011.3617/10/2018
BBgBarc Gbl Infl Linked TR Hdg USD2.290.739.578.3717/10/2018
Beassa ALBI TR ZAR-6.362.089.563.3717/10/2018
Morningstar Eurozone 50 GR EUR-6.49-9.519.555.9517/10/2018
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 25-0.38-0.049.516.9617/10/2018
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 25-1.40-1.599.516.6517/10/2018
Tel Aviv SE All Bond-2.08-2.639.496.4417/10/2018
MSCI Frontier Markets NR USD-12.90-11.639.476.2417/10/2018
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR2.191.819.467.8217/10/2018
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR-0.56-0.689.466.0617/10/2018
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 252.935.149.367.7917/10/2018
Morningstar EM Sovereign Bd TR USD-2.42-
MSCI Europe Growth NR EUR-4.77-5.459.197.5217/10/2018
FTSE Japanese GBI JPY2.860.329.183.2317/10/2018
MSCI Sweden NR SEK-4.11-
MSCI Europe NR EUR-5.20-5.769.106.2617/10/2018
Morningstar Japanese Bd TR JPY2.960.379.053.1217/10/2018
MSCI India NR USD-13.04-10.569.0111.1617/10/2018
Cat 75%Barclays US Agg TR&25%FTSE Wld TR1.42-0.158.997.8417/10/2018
MSCI Emerging Markets SMID NR USD-13.67-11.438.984.6017/10/2018
Cat 50%Citi PolishGBI&50%MSCI Poland NR-6.46-6.148.962.5017/10/2018
JPM GBI-EM Global Diversified TR USD-4.83-5.938.911.8517/10/2018
MSCI Europe Value NR EUR-5.64-6.088.894.8917/10/2018
BBgBarc Gbl Agg Corp 0901 TR Hdg USD1.33-0.758.897.8817/10/2018
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd-2.23-4.678.865.4817/10/2018
FTSE EPRA Nareit Developed Europe TR EUR-2.542.158.8310.8017/10/2018
MSCI Poland NR EUR-12.26-13.048.710.3217/10/2018
FTSE WBIG Eastern Europe EUR-0.45-0.358.695.4917/10/2018
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur-3.19-3.658.675.6017/10/2018
MSCI Europe High Div Yld NR EUR-1.77-2.818.496.7916/10/2018
Tel Aviv SE All Gov Bond TR ILS-2.54-3.198.486.1717/10/2018
BBgBarc Euro Agg Corps TR EUR-1.73-2.288.463.7117/10/2018
FTSE Polish GBI PLN-0.950.538.454.1317/10/2018
JPM EMBI Global Hedged TR EUR-7.56-8.298.333.3817/10/2018
Tel Aviv SE Gov Bond - CPI Linked TR ILS-1.92-2.388.305.7417/10/2018
Morningstar Eurobond Corp TR EUR-1.53-2.188.303.5917/10/2018
MSCI World/Telecom Services NR USD-2.33-2.048.306.3217/10/2018
BBgBarc US Corp Bond TR USD-0.35-2.378.247.4817/10/2018
Markit iBoxx Asian USD Dollar Bd TR USD0.69-
TReuters Global Focus Hedged CB TR USD2.46-0.958.167.8017/10/2018
Morningstar Euro Bank Capital TR EUR-1.75-
BBgBarc Gbl Agg Corp TR USD-0.59-
BBgBarc Gbl Infl Linked TR Hdg EUR-3.83-3.698.023.5717/10/2018
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd-2.77-5.217.954.6717/10/2018
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur-2.53-3.087.954.7917/10/2018
Morningstar DM Europe 100 GR EUR-5.77-7.037.815.4017/10/2018
BBgBarc Global Aggregate TR Hdg USD2.620.317.767.3317/10/2018
Morningstar Australasian Bd TR USD-3.77-5.307.732.8917/10/2018
MSCI Switzerland NR CHF-3.04-3.967.717.0617/10/2018
Markit iBoxx ALBI Singapore TR SGD-1.24-2.297.664.2218/10/2018
FTSE AllSh TR GBP-5.06-2.287.625.8017/10/2018
FTSE EMU GBI 10+ Yr EUR-2.10-2.767.527.8817/10/2018
Morningstar UK Gov Infl Lkd TR GBP-1.39-0.987.447.9417/10/2018
Tel Aviv SE Makams T-Bill TR ILS-1.88-3.297.403.8317/10/2018
Markit iBoxx ALBI TR USD-2.35-2.527.335.4018/10/2018
BBgBarc Gbl Agg Corp TR Hdg EUR-4.77-
Morningstar Gbl xUS Gov Bd TR USD0.05-
Morningstar Euro Gov Infl Lkd TR EUR-2.75-2.477.223.5217/10/2018
BBgBarc Gbl Infl Linked TR USD-0.78-
BBgBarc Euro Infln Lkd TR EUR-2.75-2.497.172.5717/10/2018
Morningstar Lng-Only Cmdty TR USD9.0712.507.17-3.6717/10/2018
FTSE Small Cap Ex Invest Trust TR GBP-5.66-
BBgBarc Euro Agg Bond TR EUR-1.93-2.567.153.9017/10/2018
ICE BofAML Sterling HY TR GBP1.902.077.106.8017/10/2018
Markit iBoxx ALBI China Offshore TR CNH0.59-0.387.095.5418/10/2018
BBgBarc Gbl Infl Linked US TIPS TR USD1.11-0.487.085.3917/10/2018
BBgBarc Global Aggregate TR USD0.09-1.646.984.7517/10/2018
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-0.98-1.666.911.8717/10/2018
Morningstar Eurozone Bd TR EUR-2.22-2.786.914.3517/10/2018
FTSE USD EuroDep 3 Mon USD4.722.226.875.1017/10/2018
TReuters Europe CB TR EUR-2.07-4.746.753.9417/10/2018
ICE BofAML USD 3M Dep OR CM TR USD4.652.106.745.0317/10/2018
FTSE EMU GBI EUR-2.34-3.026.744.2117/10/2018
MSCI AC Asia Ex JPN Small NR USD-16.47-13.456.695.1317/10/2018
BBgBarc Global Aggregate TR Hdg NOK1.27-3.976.690.7817/10/2018
Morningstar Gbl Gov Bd TR USD0.14-1.546.644.3017/10/2018
FTSE Danish GBI 3-5 Yr DKK-1.06-1.996.611.6817/10/2018
Morningstar US Core Bd TR USD0.51-2.026.566.2917/10/2018
BBgBarc US Agg Bond TR USD0.66-1.886.546.2217/10/2018
Morningstar Lng/Flt Cmdty TR USD9.3511.946.452.7817/10/2018
BBgBarc Pan Euro Agg TR EUR-1.96-2.346.413.9917/10/2018
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR1.260.046.375.5217/10/2018
MSCI Denmark NR DKK-10.42-11.286.2911.2417/10/2018
BBgBarc US Aggregate 1-3 Yr TR USD3.410.506.295.0917/10/2018
BBgBarc Global Aggregate TR Hdg EUR-3.53-
BBgBarc Euro Agg 1-3 Yr TR EUR-1.54-
ICE BofAML Gbl HY Constnd TR HGBP-0.24-0.386.084.7917/10/2018
FTSE 250 Ex Investment Trust TR GBP-7.29-3.876.046.9617/10/2018
MSCI UK Growth NR GBP-5.70-3.525.986.0817/10/2018
Markit iBoxx ALBI Hong Kong TR HKD1.61-1.405.946.2018/10/2018
FTSE Danish GBI 1-3 Yr DKK-1.31-2.075.880.8417/10/2018
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-1.78-2.475.861.1617/10/2018
OSE Statsobligasjonsind 3.002.36-2.865.71-0.5517/10/2018
Morningstar Lng/Shrt Cmdty TR USD10.2012.655.683.3117/10/2018
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-4.14-6.575.662.6217/10/2018
FTSE EUR EuroDep 3 Mon EUR-1.45-2.065.630.5417/10/2018
EONIA Capitalisé 360j TR EUR-1.53-1.695.620.5016/10/2018
OSE Statsobligasjonsind 0.253.08-2.365.61-1.5517/10/2018
Athens Exchange Athex Composite TR-20.09-15.765.61-8.7117/10/2018
OSE Statsobligasjonsind 1.002.86-2.535.60-1.3717/10/2018
FTSE US GBI USD0.73-2.065.525.4117/10/2018
FTSE/JSE All Share TR ZAR-18.57-11.305.473.0517/10/2018
BBgBarc Gbl Infl Linked Sweden TR USD-4.44-6.925.331.0217/10/2018
Morningstar Canadian Bd TR CAD-1.53-3.485.271.3717/10/2018
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-20.09-11.745.082.7917/10/2018
MSCI Spain NR EUR-9.50-
Morningstar Metals Cmdty TR USD-7.88-8.795.070.0017/10/2018
Morningstar UK Eurobond Corp TR GBP-2.20-0.874.955.3317/10/2018
BBgBarc Sterling Agg Corp TR GBP-2.21-0.804.955.3517/10/2018
Morningstar Lng/Shrt Cmdty ER USD8.7110.874.802.7817/10/2018
BBgBarc Gbl Agg Corp TR Hdg CHF-2.96-4.974.703.9517/10/2018
S&P Mid-East and Africa BMI TR USD-17.01-9.974.622.7517/10/2018
Morningstar UK Bank Capital TR GBP-2.06-0.644.625.0317/10/2018
TReuters Global Focus Hedged CB TR CHF-1.58-4.764.604.3617/10/2018
S&P Pan Africa TR-20.62-12.804.532.6017/10/2018
Morningstar Shrt/Flt Cmdty TR USD3.850.804.414.5017/10/2018
Morningstar Euro Covered Bd TR LCL-1.019.733.874.6321/02/2017
BBgBarc Global Aggregate TR Hdg CHF-1.69-3.923.663.4617/10/2018
Morningstar Livestock Cmdty TR USD-2.65-3.533.593.3817/10/2018
BBgBarc Sterling Agg TR GBP-1.82-0.513.554.8317/10/2018
Morningstar Swiss Bd TR CHF-1.64-2.973.474.3717/10/2018
FTSE 100 PR GBP-8.24-6.143.421.4117/10/2018
FTSE Swedish GBI SEK-5.53-7.953.340.5417/10/2018
FTSE Swiss GBI CHF0.30-1.743.293.1917/10/2018
FTSE UK GBI GBP-1.89-0.623.254.8517/10/2018
FTSE Swiss GBI 1-3 Yr CHF0.38-1.813.141.8717/10/2018
Morningstar UK Bd TR GBP-1.77-0.613.094.6417/10/2018
BBgBarc Gbl Infl Linked TR Hdg GBP-1.90-
FTSE CHF EuroDep 1 Mon CHF0.38-1.933.031.4517/10/2018
MSCI Italy NR EUR-10.07-12.602.602.6917/10/2018
Morningstar Shrt-Only Cmdty TR USD-0.84-7.992.4810.0717/10/2018
FTSE Swedish GBI 1-3 Yr SEK-6.23-9.112.22-2.0517/10/2018
BBgBarc Gbl Agg Corp TR Hdg GBP-2.86-2.522.223.0917/10/2018
S&P Global Clean Energy TR USD-5.33-5.861.951.2117/10/2018
FTSE SEK EuroDep 3 Mon SEK-6.26-9.201.94-2.7917/10/2018
FTSE/JSE SA Listed Property TR ZAR-29.84-22.311.543.2617/10/2018
BBgBarc Global Aggregate TR Hdg GBP-1.60-1.471.212.6017/10/2018
BBgBarc Sterling Agg 1-3 Yr TR GBP0.110.280.751.0317/10/2018
FTSE GBP EuroDep 3 Mon GBP0.500.600.520.5317/10/2018
Morningstar Agriculture Cmdty TR USD-1.46-5.250.51-3.7717/10/2018
Morningstar China Large Cap CNY-20.27-19.82-1.067.6617/10/2018
MSCI China A Onshore NR CNY-30.54-32.56-7.244.2517/10/2018
MSCI Turkey NR EUR-38.75-38.00-7.25-9.3917/10/2018
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.