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 Brazil NR USD6.2610.3930.505.8807/12/2018
MSCI Russia NR USD13.1016.2525.525.1707/12/2018
Vietnam VN Index0.604.6524.6516.9107/12/2018
MSCI Thailand NR THB4.347.2223.1612.3507/12/2018
MSCI World/Information Tech NR USD7.077.3021.2220.2907/12/2018
MSCI EM Latin America NR USD-0.444.1219.813.4507/12/2018
S&P Global Natural Resources TR USD-4.011.5819.596.0307/12/2018
EMIX Global Mining Global Gold TR USD-10.17-3.5718.686.4506/12/2018
Russell 1000 Growth TR USD8.799.3418.4317.6507/12/2018
Morningstar US Large Growth TR EUR13.6214.5518.1318.4207/12/2018
MSCI BRIC NR USD-6.03-2.1717.768.5007/12/2018
MSCI Austria NR EUR-16.39-14.5517.495.7407/12/2018
Morningstar US Growth TR EUR11.4712.3317.4917.1807/12/2018
MSCI EM Europe NR EUR-2.152.7317.221.2607/12/2018
Morningstar US Large Cap TR EUR7.147.7917.0815.9407/12/2018
OSE FXLT Mutual Fund Index Linked/TOTX5.3710.9117.017.7607/12/2018
MSCI Poland NR EUR-7.68-3.0616.911.7507/12/2018
Tel Aviv SE Yeter- Rest of shares TR ILS-3.30-1.4016.8812.4909/12/2018
S&P 500 TR USD6.377.0716.7915.6907/12/2018
Beassa 1-3 Yr TR ZAR1.1412.5516.676.5609/12/2018
Morningstar US Mid Val TR EUR2.073.1816.6714.2307/12/2018
Russell 1000 TR USD6.056.7716.6515.4507/12/2018
Morningstar US Market TR USD5.856.5416.6215.3107/12/2018
Morningstar US Market TR EUR5.856.5416.6215.3107/12/2018
Morningstar US Market TR GBP5.846.5416.6215.3107/12/2018
Morningstar US Large Val TR EUR4.515.4416.6113.8807/12/2018
Russell 3000 TR USD5.696.3816.5515.1707/12/2018
MSCI Taiwan NR USD-4.09-1.7416.4411.5807/12/2018
Morningstar US Value TR EUR3.504.4616.4313.7707/12/2018
Morningstar US Small Growth TR EUR6.516.9316.3912.9607/12/2018
Beassa ALBI TR ZAR-0.7913.0516.356.3709/12/2018
Morningstar US Large Core TR EUR2.592.6416.3015.2807/12/2018
Morningstar US Mid Growth TR EUR7.027.7316.2314.3307/12/2018
MSCI Indonesia NR IDR-4.440.7316.0911.7107/12/2018
Morningstar US Core TR EUR2.022.2615.7414.7707/12/2018
Morningstar US Mid Cap TR EUR3.154.0115.6514.1907/12/2018
MSCI EM NR USD-8.19-3.9415.457.1407/12/2018
Cat 50%Citi PolishGBI&50%MSCI Poland NR-2.750.1915.383.6409/12/2018
MSCI World/Materials NR USD-11.08-7.3915.307.2407/12/2018
Russell 2000 TR USD1.151.4515.2711.9207/12/2018
MSCI Golden Dragon NR USD-7.65-4.1815.2610.8507/12/2018
MSCI World/Utilities NR USD11.926.9515.1412.1607/12/2018
MSCI China NR USD-10.58-6.8314.9710.1307/12/2018
MSCI Korea NR USD-15.26-12.5214.976.7007/12/2018
MSCI AC Asia Ex Japan NR USD-8.09-4.6714.959.5707/12/2018
NASDAQ OMX Helsinki Benchmark Cap GR EUR-2.150.3114.8811.9607/12/2018
STeFI Composite ZAR-0.279.7014.865.6207/12/2018
Russell Mid Cap TR USD2.393.0014.8513.6507/12/2018
Russell 1000 Value TR USD2.993.8814.7713.1607/12/2018
MSCI AC Asia Pac Ex JPN NR USD-7.39-3.7714.708.8707/12/2018
Morningstar EM Corp Bd TR Hdg EUR0.491.8514.706.3207/12/2018
Morningstar US Small Cap TR EUR0.250.9114.6511.8807/12/2018
DJ Islamic World TR USD2.203.7214.6312.3907/12/2018
MSCI India NR USD-5.04-0.7914.6313.0807/12/2018
S&P Global Infrastructure TR USD-1.02-2.3014.5910.6307/12/2018
MSCI Hong Kong NR HKD-1.971.8914.5811.6407/12/2018
STeFI 3 Month NCD ZAR-0.559.3614.485.2807/12/2018
FTSE AW Asean TR USD-1.831.6514.327.0507/12/2018
Morningstar US Small Core TR EUR-1.81-0.8714.1711.6907/12/2018
FTSE EPRA Nareit Switzerland TR EUR3.919.3214.1011.9207/12/2018
MSCI World Growth NR USD2.803.9714.0613.0607/12/2018
Morningstar US Mid Core TR EUR0.301.0513.9813.9507/12/2018
MSCI Pacific Ex Japan NR USD-3.300.7013.987.8707/12/2018
MSCI Germany Small Cap NR EUR-15.47-12.2513.9012.3007/12/2018
Euronext AEX All Share TR EUR-5.49-3.9613.869.5507/12/2018
FTSE EPRA Nareit Developed Asia TR USD7.179.2813.768.7507/12/2018
MSCI World Small Cap NR USD-3.33-1.5213.7211.1307/12/2018
FTSE EPRA Nareit Eurozone TR EUR-2.75-1.5213.7113.0307/12/2018
MSCI AC Asia Pacific ex Japan HDY NR USD-3.58-0.0613.596.3307/12/2018
MSCI Australia NR USD-4.280.2413.556.3807/12/2018
MSCI Singapore NR SGD-3.01-1.6113.546.6307/12/2018
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR0.661.1813.459.9609/12/2018
MSCI World NR USD0.892.0813.4311.4707/12/2018
BBgBarc US Corporate High Yield TR USD5.945.3713.399.6707/12/2018
Cat 50%Citi ESBI Indo&50%MSCI Indo NR-1.872.3813.3911.3202/12/2018
S&P Global Water TR-1.60-1.4713.3612.2707/12/2018
MSCI Canada NR USD-6.98-4.4513.335.1907/12/2018
MSCI World High Dividend Yield NR USD1.752.5713.3010.1007/12/2018
MSCI AC Asia Pacific NR USD-5.69-3.0713.239.3807/12/2018
Cat 25%Barclays US Agg TR&75%FTSE Wld TR1.792.0813.2110.7809/12/2018
Morningstar US Small Val TR EUR-3.70-3.2213.2010.8707/12/2018
MSCI Portugal NR EUR-3.27-3.8713.12-1.0607/12/2018
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR-4.17-2.9213.048.3209/12/2018
Morningstar Energy Cmdty TR USD6.5813.7912.99-10.5107/12/2018
Red Rocks Gbl Listed Private Eqty TR USD-4.91-2.2312.9610.4207/12/2018
FTSE EPRA Nareit Global TR USD5.967.9912.7812.1407/12/2018
MSCI World Value NR USD-1.150.0612.739.8107/12/2018
ICE BofAML Gbl HY Constnd TR USD3.643.3712.698.8607/12/2018
MSCI World/Health Care NR USD13.2014.3612.5614.3207/12/2018
ICE BofAML Gbl HY Constnd TR HEUR-2.80-1.7712.494.6207/12/2018
FTSE EPRA Nareit United States TR USD11.5111.6412.4915.0207/12/2018
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR1.892.6812.438.3509/12/2018
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR2.452.9212.4011.8609/12/2018
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-18.24-4.9812.184.6909/12/2018
S&P Global Agribusiness Equity TR USD-3.42-1.6012.108.6907/12/2018
TOPIX TR JPY-3.58-2.4912.1011.1707/12/2018
MSCI World/Energy NR USD-3.341.0112.081.8307/12/2018
Morningstar US Mid Core PR EUR-1.16-0.5912.0012.0407/12/2018
Athens Exchange Athex Composite TR-17.24-7.4312.00-8.4707/12/2018
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR0.691.0311.888.1609/12/2018
MSCI Frontier Markets NR USD-7.97-6.5011.687.1407/12/2018
Euronext Paris CAC Mid 60 NR EUR-16.22-14.6111.6310.2607/12/2018
MSCI World/Financials NR USD-8.33-7.1011.459.5107/12/2018
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR1.672.0911.446.4709/12/2018
Cat 50%Barclays US Agg TR&50%FTSE Wld TR2.952.8211.409.7609/12/2018
S&P Mid-East and Africa BMI TR USD-13.29-2.6711.305.0807/12/2018
MSCI Emerging Markets SMID NR USD-10.46-4.9711.246.1307/12/2018
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR-3.59-3.2111.148.0909/12/2018
MSCI Nordic Countries Small Cap NR USD-4.81-0.9411.0011.1307/12/2018
Morningstar EM Corp Bd TR USD3.472.7310.999.3807/12/2018
Morningstar EM Corp Bd TR USD3.472.7310.999.3807/12/2018
FTSE/JSE All Share TR ZAR-17.37-7.1610.964.5807/12/2018
BBgBarc Pan Euro HY Euro TR EUR-3.54-2.5210.885.1407/12/2018
JPM GBI-EM Global Diversified TR USD-1.470.0210.843.7707/12/2018
S&P Pan Africa TR-17.32-7.3310.794.6407/12/2018
FTSE Polish GBI PLN1.593.6310.795.0307/12/2018
MSCI Europe ex UK Small Cap NR EUR-12.37-9.5810.7710.1607/12/2018
FTSE Japanese GBI JPY6.385.7710.735.2207/12/2018
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR2.292.8110.648.5709/12/2018
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR-2.18-1.3110.616.9609/12/2018
Morningstar Japanese Bd TR JPY6.365.7110.555.0807/12/2018
MSCI EMU Small Cap NR EUR-14.01-11.5610.489.3407/12/2018
Euronext Paris CAC 40 NR EUR-6.85-7.0710.466.9107/12/2018
TReuters Global Hedged CB TR EUR-1.86-0.0910.414.8507/12/2018
TReuters Global CB TR USD3.764.2910.368.1707/12/2018
Morningstar EM Composite Bd TR USD2.211.5710.309.4007/12/2018
BBgBarc Gbl Infl Linked TR Hdg USD7.106.5110.299.8307/12/2018
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR0.640.8210.266.3209/12/2018
Tel Aviv SE TA 125 TR ILS4.138.4710.147.2609/12/2018
JPM EMBI Global TR USD0.530.1210.139.5907/12/2018
FTSE WBIG Eastern Europe EUR1.973.0410.026.3907/12/2018
MSCI EMU SMID NR EUR-12.78-11.2110.028.4707/12/2018
BBgBarc Gbl Infl Linked TR Hdg EUR-0.940.159.884.5907/12/2018
FTSE EMU GBI 10+ Yr EUR1.960.199.818.6707/12/2018
Morningstar Australasian Bd TR USD2.545.099.775.6407/12/2018
Morningstar EM Sovereign Bd TR USD0.12-0.329.759.7307/12/2018
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR2.623.179.757.8209/12/2018
JPM EMBI Global Hedged TR EUR-7.20-6.059.594.1507/12/2018
Markit iBoxx ALBI TR USD4.524.909.567.6307/12/2018
Cat 75%Barclays US Agg TR&25%FTSE Wld TR4.023.489.548.6809/12/2018
Markit iBoxx ALBI Singapore TR SGD4.334.629.536.0007/12/2018
Morningstar Metals Cmdty TR USD-4.460.609.532.4507/12/2018
Tel Aviv SE Gen Bond CPI Linked TR ILS-1.98-1.179.435.6609/12/2018
MSCI EAFE NR USD-6.09-4.329.377.0007/12/2018
BBgBarc Euro Agg Corps TR EUR-1.02-0.699.263.9707/12/2018
Tel Aviv SE All Bond-2.44-1.539.256.1209/12/2018
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 25-1.77-0.479.196.2609/12/2018
Morningstar Eurobond Corp TR EUR-0.70-0.449.183.8807/12/2018
Morningstar Lng-Only Cmdty TR USD4.238.609.17-4.1407/12/2018
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur-3.46-2.919.135.6009/12/2018
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 25-0.781.139.096.4509/12/2018
BBgBarc Gbl Agg Corp 0901 TR Hdg USD4.303.699.018.7907/12/2018
Morningstar Euro Bank Capital TR EUR-0.78-0.318.973.8407/12/2018
MSCI Switzerland NR CHF-0.371.718.947.6207/12/2018
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd-3.02-2.078.925.6509/12/2018
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur-1.45-1.178.915.0609/12/2018
Morningstar Livestock Cmdty TR USD1.723.128.904.7607/12/2018
Morningstar Eurozone Bd TR EUR1.020.688.845.0807/12/2018
Morningstar Gbl xUS Gov Bd TR USD3.363.158.845.1407/12/2018
Markit iBoxx Asian USD Dollar Bd TR USD4.593.818.809.3107/12/2018
BBgBarc Euro Agg Bond TR EUR0.530.488.724.4707/12/2018
Morningstar Euro Gov Infl Lkd TR EUR-0.55-0.788.684.1907/12/2018
FTSE EMU GBI EUR0.880.488.614.9307/12/2018
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 252.426.448.616.9009/12/2018
BBgBarc Euro Infln Lkd TR EUR-0.58-0.798.593.2407/12/2018
BBgBarc US Corp Bond TR USD2.662.358.568.4807/12/2018
BBgBarc Gbl Agg Corp TR Hdg EUR-3.59-2.568.533.5207/12/2018
MSCI Europe Value NR EUR-9.23-7.548.534.3507/12/2018
MSCI Europe Small Cap NR EUR-12.77-9.468.498.8007/12/2018
BBgBarc Gbl Agg Corp TR USD1.661.598.496.9107/12/2018
BBgBarc Global Aggregate TR Hdg NOK1.932.408.461.9207/12/2018
BBgBarc Global Aggregate TR Hdg USD7.046.098.438.5207/12/2018
Tel Aviv SE All Gov Bond TR ILS-2.77-1.848.395.9209/12/2018
FTSE EPRA Nareit Developed Europe TR EUR-3.40-0.048.3910.9707/12/2018
MSCI Europe Ex UK NR EUR-7.92-7.448.366.3807/12/2018
Morningstar UK Gov Infl Lkd TR GBP2.222.668.358.7207/12/2018
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd-2.91-1.818.355.0109/12/2018
MSCI EMU NR EUR-10.09-10.218.355.9807/12/2018
MSCI Europe High Div Yld NR EUR-3.72-2.398.236.4807/12/2018
Tel Aviv SE Gov Bond - CPI Linked TR ILS-2.84-1.968.165.2309/12/2018
BBgBarc Global Aggregate TR USD3.583.328.155.9407/12/2018
Morningstar Gbl Gov Bd TR USD3.993.598.145.6007/12/2018
BBgBarc Gbl Infl Linked TR USD2.492.668.116.5907/12/2018
MSCI Europe SMID NR EUR-11.33-8.638.098.0707/12/2018
BBgBarc Euro Agg Corp 1-3 Yr TR EUR0.221.028.032.2807/12/2018
Markit iBoxx ALBI China Offshore TR CNH5.145.908.016.4707/12/2018
BBgBarc Global Aggregate TR Hdg EUR-1.02-0.258.013.3007/12/2018
MSCI Europe NR EUR-7.96-6.338.005.7807/12/2018
MSCI AC Asia Ex JPN Small NR USD-13.46-9.297.986.2507/12/2018
MSCI Nordic Countries NR EUR-4.92-2.737.936.9907/12/2018
FTSE Danish GBI 3-5 Yr DKK0.651.097.832.1207/12/2018
BBgBarc Gbl Infl Linked US TIPS TR USD4.784.557.786.8407/12/2018
BBgBarc Pan Euro Agg TR EUR0.400.607.764.5607/12/2018
MSCI Sweden Small Cap NR SEK-6.41-3.277.7411.1107/12/2018
Morningstar Eurozone 50 GR EUR-10.31-11.077.695.4107/12/2018
TReuters Global Focus Hedged CB TR USD4.354.117.528.4507/12/2018
Morningstar DM Europe 100 GR EUR-7.59-6.107.515.1407/12/2018
BBgBarc Euro Agg 1-3 Yr TR EUR0.281.077.501.8407/12/2018
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR3.414.047.495.9109/12/2018
MSCI World/Biotechnology NR USD3.044.417.4512.9207/12/2018
Morningstar US Core Bd TR USD4.944.237.437.6107/12/2018
MSCI Europe Growth NR EUR-6.71-5.147.437.1007/12/2018
BBgBarc US Agg Bond TR USD5.024.367.397.5207/12/2018
BBgBarc Euro Agg Govt 1-3 Yr TR EUR0.291.057.371.7507/12/2018
Tel Aviv SE Makams T-Bill TR ILS-1.36-0.907.294.0109/12/2018
OSE Statsobligasjonsind 3.002.663.197.220.3607/12/2018
MSCI World/Comm Services NR USD-1.10-0.347.146.8107/12/2018
FTSE USD EuroDep 3 Mon USD8.177.387.126.0507/12/2018
FSE DAX TR EUR-16.00-15.977.114.6507/12/2018
Morningstar Canadian Bd TR CAD1.862.637.103.0607/12/2018
Euronext BEL 20 NR EUR-13.13-12.617.087.8807/12/2018
EONIA Capitalisé 360j TR EUR0.241.247.061.1007/12/2018
FTSE Danish GBI 1-3 Yr DKK0.000.757.061.3107/12/2018
FTSE EUR EuroDep 3 Mon EUR0.181.177.021.1007/12/2018
ICE BofAML USD 3M Dep OR CM TR USD8.047.247.005.9607/12/2018
OSE Statsobligasjonsind 1.002.653.317.00-0.4907/12/2018
OSE Statsobligasjonsind 0.252.763.426.98-0.6507/12/2018
Markit iBoxx ALBI Hong Kong TR HKD6.695.746.937.5107/12/2018
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-2.66-1.206.883.3809/12/2018
BBgBarc Gbl Infl Linked Sweden TR USD-2.060.126.862.0507/12/2018
MSCI Sweden NR SEK-7.97-6.836.834.7307/12/2018
BBgBarc US Aggregate 1-3 Yr TR USD7.126.276.796.0707/12/2018
FTSE US GBI USD5.714.946.696.8307/12/2018
FTSE AllSh TR GBP-8.70-4.166.594.9107/12/2018
BBgBarc Gbl Agg Corp TR Hdg CHF-0.570.516.514.5407/12/2018
TReuters Europe CB TR EUR-2.68-1.906.343.8307/12/2018
MSCI Spain NR EUR-9.85-10.666.323.2707/12/2018
BBgBarc Global Aggregate TR Hdg CHF2.112.906.004.3407/12/2018
Morningstar Swiss Bd TR CHF3.494.375.835.4307/12/2018
ICE BofAML Gbl HY Constnd TR HGBP-2.37-2.235.714.0407/12/2018
TReuters Global Focus Hedged CB TR CHF-0.151.355.684.7207/12/2018
MSCI Denmark NR DKK-7.22-4.045.5011.7207/12/2018
S&P Global Clean Energy TR USD1.637.885.504.1007/12/2018
FTSE Swedish GBI SEK-2.49-0.505.451.6307/12/2018
FTSE/JSE SA Listed Property TR ZAR-29.49-18.925.395.1607/12/2018
FTSE Swiss GBI CHF4.135.065.363.9707/12/2018
ICE BofAML Sterling HY TR GBP-1.60-1.405.215.6207/12/2018
FTSE Swiss GBI 1-3 Yr CHF3.494.535.002.5407/12/2018
FTSE CHF EuroDep 1 Mon CHF3.274.304.962.1007/12/2018
FTSE Small Cap Ex Invest Trust TR GBP-12.79-9.744.955.1407/12/2018
Morningstar Shrt/Flt Cmdty TR USD9.937.894.595.4807/12/2018
Morningstar Lng/Flt Cmdty TR USD6.399.494.582.5507/12/2018
Morningstar UK Eurobond Corp TR GBP-2.64-1.554.245.3607/12/2018
BBgBarc Sterling Agg Corp TR GBP-2.70-1.624.215.3207/12/2018
FTSE UK GBI GBP0.501.393.845.4607/12/2018
BBgBarc Sterling Agg TR GBP-0.190.783.845.2707/12/2018
Morningstar UK Bd TR GBP0.571.413.795.2507/12/2018
Morningstar UK Bank Capital TR GBP-3.14-2.283.534.7507/12/2018
BBgBarc Gbl Infl Linked TR Hdg GBP-0.47-0.323.464.1607/12/2018
MSCI Italy NR EUR-11.14-12.893.453.7807/12/2018
FTSE Swedish GBI 1-3 Yr SEK-4.23-1.863.44-1.1007/12/2018
FTSE SEK EuroDep 3 Mon SEK-4.29-1.853.13-1.8007/12/2018
Morningstar Lng/Shrt Cmdty TR USD7.6410.323.042.7007/12/2018
FTSE 100 PR GBP-11.83-7.412.890.6807/12/2018
FTSE 250 Ex Investment Trust TR GBP-13.53-9.202.565.2807/12/2018
BBgBarc Gbl Agg Corp TR Hdg GBP-3.15-3.022.083.0307/12/2018
Morningstar Lng/Shrt Cmdty ER USD5.848.382.062.1107/12/2018
BBgBarc Global Aggregate TR Hdg GBP-0.56-0.741.592.8207/12/2018
BBgBarc Sterling Agg 1-3 Yr TR GBP0.220.410.731.0307/12/2018
FTSE GBP EuroDep 3 Mon GBP0.620.660.540.5407/12/2018
Morningstar Shrt-Only Cmdty TR USD9.243.500.4212.1507/12/2018
Morningstar Agriculture Cmdty TR USD-0.85-1.930.23-2.9207/12/2018
Morningstar China Large Cap CNY-17.72-15.63-1.418.0807/12/2018
MSCI Turkey NR EUR-36.48-30.99-4.82-7.1007/12/2018
MSCI China A Onshore NR CNY-25.25-23.59-6.775.7807/12/2018
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.