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 USD15.8325.6528.0124.1719/06/2018
MSCI Germany Small Cap NR EUR0.0216.0324.8918.3519/06/2018
Vietnam VN Index-0.6920.2723.5215.8019/06/2018
Morningstar US Large Growth TR EUR17.9423.7222.8822.0019/06/2018
Russell 1000 Growth TR USD12.5919.5122.3720.6119/06/2018
MSCI Austria NR EUR-6.676.2322.308.8619/06/2018
Morningstar US Growth TR EUR18.0523.5721.9221.0719/06/2018
NASDAQ OMX Helsinki Benchmark Cap GR EUR7.644.0120.9217.1819/06/2018
Tel Aviv SE Yeter- Rest of shares TR ILS-4.49-13.6820.1615.0718/06/2018
FTSE EPRA/NAREIT Eurozone TR EUR1.438.1320.1414.4019/06/2018
MSCI Nordic Countries Small Cap NR USD6.046.0919.8915.4919/06/2018
Euronext Paris CAC Mid 60 NR EUR0.214.6019.6116.2019/06/2018
Morningstar US Small Growth TR EUR18.5123.5019.3718.3119/06/2018
MSCI Europe ex UK Small Cap NR EUR1.687.1419.2916.3419/06/2018
Morningstar US Large Cap TR EUR7.4411.7619.1917.6019/06/2018
S&P 500 TR USD7.1211.2218.9017.4719/06/2018
MSCI EMU Small Cap NR EUR0.377.7518.6815.8119/06/2018
Morningstar US Market TR EUR7.7311.8118.6417.4219/06/2018
Morningstar US Market TR USD7.7311.8118.6417.4219/06/2018
Morningstar US Market TR GBP7.7311.8018.6417.4219/06/2018
Russell 1000 TR USD7.3911.5018.6017.4519/06/2018
Russell 3000 TR USD7.8811.9418.5817.4119/06/2018
Russell 2000 TR USD13.9017.1518.3516.9219/06/2018
Morningstar US Mid Growth TR EUR14.7919.3018.0017.8119/06/2018
Morningstar US Mid Val TR EUR4.496.6417.9816.9419/06/2018
MSCI Korea NR USD-6.690.9017.8511.0119/06/2018
Morningstar US Large Core TR EUR2.244.7717.8016.5919/06/2018
MSCI Sweden Small Cap NR SEK1.18-1.7417.7815.0119/06/2018
MSCI World Growth NR USD8.5113.0417.2715.6919/06/2018
Morningstar US Small Cap TR EUR11.0014.4817.2516.5219/06/2018
Morningstar US Core TR EUR3.015.7317.1416.4919/06/2018
Morningstar US Mid Cap TR EUR7.6511.0717.1017.0619/06/2018
MSCI EMU SMID NR EUR0.686.1317.0713.9719/06/2018
MSCI World Small Cap NR USD7.1712.6317.0215.3719/06/2018
OSE FXLT Mutual Fund Index Linked/TOTX10.3923.0216.758.5319/06/2018
DJ Islamic World TR USD6.3010.9616.6814.5019/06/2018
Morningstar US Value TR EUR2.066.0716.6414.5619/06/2018
Morningstar US Small Core TR EUR8.7911.4116.4916.1919/06/2018
Russell Mid Cap TR USD7.099.7716.3216.4319/06/2018
Morningstar US Large Val TR EUR1.005.5816.3013.8219/06/2018
MSCI Europe Small Cap NR EUR2.218.6716.1815.1519/06/2018
MSCI Taiwan NR USD2.563.6115.9913.4919/06/2018
Morningstar US Small Val TR EUR5.908.7515.7014.9419/06/2018
MSCI China NR USD5.3122.5815.4716.9319/06/2018
Euronext AEX All Share TR EUR1.505.8415.4112.8419/06/2018
MSCI Golden Dragon NR USD3.9014.6115.3515.3419/06/2018
Morningstar US Mid Core TR EUR3.667.1515.1916.3519/06/2018
MSCI Thailand NR THB-2.0811.6615.068.2719/06/2018
S&P Global Water TR-1.881.4815.0413.5719/06/2018
S&P Global Natural Resources TR USD5.6819.8115.028.1619/06/2018
FTSE EPRA/NAREIT Switzerland TR EUR2.18-6.1115.029.6919/06/2018
MSCI World NR USD4.207.6215.0113.4119/06/2018
TOPIX TR JPY0.997.6014.9412.1519/06/2018
Red Rocks Gbl Listed Private Eqty TR USD3.625.1114.9114.4819/06/2018
Russell 1000 Value TR USD2.073.6414.7814.2519/06/2018
MSCI AC Asia Ex Japan NR USD0.099.0014.7512.3519/06/2018
MSCI World/Materials NR USD-0.1610.5814.5010.0219/06/2018
EMIX Global Mining Global Gold TR USD-4.56-3.7014.462.2018/06/2018
MSCI Russia NR USD-1.8113.8914.413.2019/06/2018
MSCI AC Asia Pac Ex JPN NR USD-0.127.6514.2811.1719/06/2018
MSCI Europe SMID NR EUR1.816.3714.2313.1319/06/2018
MSCI BRIC NR USD0.3814.7014.2011.1619/06/2018
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR2.904.2614.1312.8718/06/2018
MSCI AC Asia Pacific NR USD0.717.7914.1111.1519/06/2018
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR2.596.9213.9911.0918/06/2018
Euronext Paris CAC 40 NR EUR2.264.1513.9910.1419/06/2018
MSCI World/Financials NR USD-2.003.7513.7912.1319/06/2018
Cat 25%Barclays US Agg TR&75%FTSE Wld TR2.935.5513.6811.5018/06/2018
FTSE EPRA/NAREIT Developed Europe TR EUR1.216.5213.4212.7319/06/2018
Athens Exchange Athex Composite TR-4.91-4.6213.25-1.2519/06/2018
Morningstar US Mid Core PR EUR2.915.3513.1614.4219/06/2018
MSCI EM NR USD-2.996.1412.908.8419/06/2018
FTSE Japanese GBI JPY6.12-0.8412.873.0019/06/2018
MSCI India NR USD-4.452.1812.8412.8319/06/2018
MSCI Hong Kong NR HKD1.025.7912.7313.3719/06/2018
MSCI World Value NR USD-0.162.1812.6811.0819/06/2018
Morningstar Japanese Bd TR JPY5.98-1.0012.652.9019/06/2018
MSCI World High Dividend Yield NR USD-0.75-0.0812.5810.1919/06/2018
Morningstar EM Corp Bd TR Hdg EUR-3.810.9312.574.9219/06/2018
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR1.374.8412.448.6918/06/2018
BBgBarc Pan Euro HY Euro TR EUR-1.861.9312.436.2419/06/2018
FTSE EPRA/NAREIT Global TR USD1.661.2012.4310.1819/06/2018
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2.733.1012.407.8718/06/2018
BBgBarc US Corporate High Yield TR USD3.39-0.2612.278.9919/06/2018
FSE DAX TR EUR-2.92-1.3512.239.6719/06/2018
MSCI Portugal NR EUR4.886.9012.20-0.0819/06/2018
MSCI EMU NR EUR0.061.2812.1810.2119/06/2018
MSCI Pacific Ex Japan NR USD-0.373.7012.088.6519/06/2018
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR-3.12-0.1811.977.9718/06/2018
ICE BofAML Gbl HY Constnd TR USD1.11-0.5711.968.2018/06/2018
MSCI Australia NR USD-1.122.1911.897.0019/06/2018
MSCI World/Utilities NR USD0.73-5.8011.839.5919/06/2018
Cat 50%Barclays US Agg TR&50%FTSE Wld TR2.032.1711.839.4818/06/2018
FTSE EPRA/NAREIT United States TR USD1.16-3.4811.8111.4019/06/2018
Euronext BEL 20 NR EUR-5.17-2.0111.6210.8819/06/2018
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR-2.88-4.1111.617.3218/06/2018
FTSE EMU GBI 10+ Yr EUR0.201.4111.507.8419/06/2018
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR0.721.3611.269.6218/06/2018
S&P Global Infrastructure TR USD-2.42-4.8711.2410.9419/06/2018
ICE BofAML Gbl HY Constnd TR HEUR-2.620.3911.224.8618/06/2018
Morningstar Eurozone 50 GR EUR-0.55-0.6711.199.4219/06/2018
MSCI Indonesia NR IDR-10.57-8.5311.082.3719/06/2018
TReuters Global CB TR USD6.504.7711.029.5619/06/2018
BBgBarc Gbl Infl Linked TR Hdg USD2.97-0.7411.007.6419/06/2018
MSCI Europe Growth NR EUR0.751.3110.969.4919/06/2018
MSCI EAFE NR USD-0.012.6510.919.2219/06/2018
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR0.132.7510.826.2718/06/2018
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR3.144.9310.786.0018/06/2018
FTSE EPRA/NAREIT Developed Asia TR USD3.511.2810.787.3419/06/2018
TReuters Global Hedged CB TR EUR2.525.8710.656.9619/06/2018
JPM EMBI Global TR USD-3.57-6.9810.637.4219/06/2018
MSCI Europe Ex UK NR EUR-1.40-0.8810.609.3419/06/2018
Morningstar EM Corp Bd TR USD-1.17-4.4310.407.4219/06/2018
Morningstar EM Corp Bd TR USD-1.17-4.4310.407.4219/06/2018
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR2.552.7210.299.0518/06/2018
Tel Aviv SE All Bond-2.94-4.3210.206.3018/06/2018
MSCI Emerging Markets SMID NR USD-3.054.7510.207.5919/06/2018
FTSE Small Cap Ex Invest Trust TR GBP2.308.2610.1912.6719/06/2018
Morningstar EM Sovereign Bd TR USD-4.45-8.0510.167.2919/06/2018
Morningstar EM Composite Bd TR USD-2.38-5.9010.157.2719/06/2018
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur-0.311.9810.146.8118/06/2018
FTSE WBIG Eastern Europe EUR-1.470.4010.134.9519/06/2018
MSCI Canada NR USD-1.375.8310.096.6119/06/2018
Tel Aviv SE Gen Bond CPI Linked TR ILS-2.27-3.5410.066.0518/06/2018
Morningstar Gbl xUS Gov Bd TR USD2.250.1110.063.8719/06/2018
MSCI Singapore NR SGD-0.986.2810.056.4819/06/2018
BBgBarc Gbl Agg Corp 0901 TR Hdg USD0.88-2.8610.027.2919/06/2018
Beassa 1-3 Yr TR ZAR-5.81-2.9010.013.8119/06/2018
BBgBarc Gbl Infl Linked TR Hdg EUR-1.990.459.973.4819/06/2018
MSCI World/Energy NR USD6.8815.229.954.4519/06/2018
Cat 75%Barclays US Agg TR&25%FTSE Wld TR1.10-1.179.927.4218/06/2018
BBgBarc Euro Agg Corps TR EUR-1.520.959.873.6619/06/2018
MSCI Europe NR EUR-0.800.609.818.7019/06/2018
Morningstar Eurozone Bd TR EUR-0.650.919.774.4819/06/2018
FTSE AW Asean TR USD-4.011.509.754.3619/06/2018
MSCI Nordic Countries NR EUR-0.57-1.679.749.0319/06/2018
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur-0.701.349.695.3618/06/2018
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 25-2.73-3.799.686.4918/06/2018
MSCI AC Asia Pacific ex Japan HDY NR USD0.053.779.667.4419/06/2018
MSCI Frontier Markets NR USD-6.46-0.179.657.9419/06/2018
FTSE Polish GBI PLN-2.481.419.573.9519/06/2018
FTSE EMU GBI EUR-0.700.649.544.3519/06/2018
BBgBarc US Corp Bond TR USD-0.62-4.129.536.9319/06/2018
MSCI World/Health Care NR USD5.092.599.5314.2719/06/2018
BBgBarc Euro Infln Lkd TR EUR-0.593.129.522.5119/06/2018
STeFI Composite ZAR-4.65-2.459.503.4519/06/2018
JPM EMBI Global Hedged EUR TR-8.37-5.959.503.0619/06/2018
Morningstar Euro Bank Capital TR EUR-1.760.969.453.6318/06/2018
S&P Global Agribusiness Equity TR USD-2.222.609.459.1719/06/2018
BBgBarc Euro Agg Bond TR EUR-0.900.749.423.9219/06/2018
Tel Aviv SE All Gov Bond TR ILS-3.01-4.609.406.0218/06/2018
Morningstar Eurobond Corp TR EUR-1.590.739.403.4018/06/2018
Markit iBoxx Asian USD Dollar Bd TR USD0.19-4.119.347.5519/06/2018
Beassa ALBI TR ZAR-6.40-3.169.333.6719/06/2018
TReuters Global Focus Hedged CB TR USD4.89-0.519.338.7119/06/2018
BBgBarc Global Aggregate TR Hdg USD2.62-2.219.336.7519/06/2018
MSCI Brazil NR USD-14.58-
Morningstar Euro Gov Infl Lkd TR EUR-0.773.129.253.6618/06/2018
BBgBarc Gbl Agg Corp TR USD-0.71-2.669.235.7419/06/2018
Morningstar Gbl Gov Bd TR USD1.88-1.369.184.1019/06/2018
STeFI 3 Month NCD ZAR-4.78-2.769.133.1319/06/2018
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR2.
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd-1.09-0.498.985.8418/06/2018
Tel Aviv SE Gov Bond - CPI Linked TR ILS-2.27-3.548.965.6418/06/2018
BBgBarc Gbl Agg Corp TR Hdg EUR-4.04-1.778.933.0819/06/2018
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 25-2.43-3.018.896.7718/06/2018
BBgBarc Global Aggregate TR USD0.95-2.118.844.4319/06/2018
Markit iBoxx ALBI TR USD-0.07-1.998.794.9019/06/2018
Markit iBoxx ALBI China Offshore TR CNH5.576.808.796.2119/06/2018
MSCI Denmark NR DKK-6.20-3.638.7514.2419/06/2018
MSCI Europe High Div Yld NR EUR-1.11-0.458.738.4519/06/2018
Cat 50%Citi ESBI Indo&50%MSCI Indo NR-6.84-4.888.724.2731/05/2018
FTSE AllSh TR GBP1.295.728.568.3319/06/2018
MSCI Europe Value NR EUR-2.39-0.198.507.7419/06/2018
BBgBarc Gbl Infl Linked TR USD0.51-0.048.455.1719/06/2018
BBgBarc Pan Euro Agg TR EUR-0.890.338.414.0019/06/2018
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd-1.55-0.978.384.8918/06/2018
MSCI AC Asia Ex JPN Small NR USD-2.085.698.358.4019/06/2018
Morningstar Australasian Bd TR USD-1.32-4.398.342.7319/06/2018
TReuters Europe CB TR EUR0.21-1.368.325.3719/06/2018
Morningstar DM Europe 100 GR EUR-2.13-1.808.287.5419/06/2018
BBgBarc Global Aggregate TR Hdg EUR-2.36-
MSCI EM Europe NR EUR-10.51-1.518.25-0.5419/06/2018
BBgBarc Gbl Infl Linked US TIPS TR USD2.23-1.668.244.9119/06/2018
Markit iBoxx ALBI Singapore TR SGD-0.57-
Morningstar US Core Bd TR USD0.78-
JPM GBI-EM Global Diversified TR USD-4.29-
BBgBarc US Agg Bond TR USD0.82-
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-1.050.588.081.7919/06/2018
Tel Aviv SE Makams T-Bill TR ILS-2.51-
FTSE 250 Ex Investment Trust TR GBP1.888.148.0311.1919/06/2018
FTSE/JSE All Share TR ZAR-11.562.018.016.5019/06/2018
MSCI UK Growth NR GBP-0.530.167.917.9119/06/2018
Morningstar UK Gov Infl Lkd TR GBP-1.050.777.907.5818/06/2018
FTSE Danish GBI 3-5 Yr DKK-0.920.237.861.4019/06/2018
Morningstar Shrt-Only Cmdty TR USD1.71-16.227.7410.0719/06/2018
FTSE USD EuroDep 3 Mon USD3.64-1.617.544.2719/06/2018
MSCI Italy NR EUR1.166.097.538.9419/06/2018
Cat 50%Citi PolishGBI&50%MSCI Poland NR-9.11-2.157.512.6418/06/2018
MSCI EM Latin America NR USD-10.04-4.457.450.6719/06/2018
BBgBarc Euro Agg 1-3 Yr TR EUR-
MSCI Sweden NR SEK-3.50-7.447.425.9319/06/2018
Morningstar Metals Cmdty TR USD-1.86-1.297.420.2619/06/2018
ICE BofAML USD 3M Dep OR CM TR USD3.58-1.697.414.1919/06/2018
FTSE US GBI USD1.28-4.397.344.8519/06/2018
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-1.32-
BBgBarc US Aggregate 1-3 Yr TR USD2.68-
Markit iBoxx ALBI Hong Kong TR HKD0.56-
BBgBarc Global Aggregate TR Hdg NOK1.66-0.317.14-0.3619/06/2018
FTSE Danish GBI 1-3 Yr DKK-1.31-0.266.960.6019/06/2018
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-2.69-2.186.832.4918/06/2018
FTSE EUR EuroDep 3 Mon EUR-1.28-0.136.820.3519/06/2018
ICE BofAML Sterling HY TR GBP0.702.646.717.4918/06/2018
EONIA Capitalisé 360j TR EUR-1.37-0.106.560.2818/06/2018
BBgBarc Gbl Infl Linked Sweden TR USD-3.99-2.896.390.0619/06/2018
S&P Pan Africa TR-13.17-1.106.326.5519/06/2018
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR0.96-2.506.195.3318/06/2018
Tel Aviv SE TA 125 TR ILS-1.170.666.187.8718/06/2018
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 25-1.49-0.506.097.5018/06/2018
MSCI Spain NR EUR-3.57-
MSCI World/Telecom Services NR USD-6.04-8.896.067.6319/06/2018
MSCI Switzerland NR CHF-6.29-8.235.936.9119/06/2018
OSE Statsobligasjonsind
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-14.47-6.935.675.9119/06/2018
S&P Mid-East and Africa BMI TR USD-12.11-2.175.516.3919/06/2018
BBgBarc Sterling Agg Corp TR GBP-1.26-0.465.495.7319/06/2018
Morningstar UK Eurobond Corp TR GBP-1.49-0.865.445.6718/06/2018
OSE Statsobligasjonsind 1.002.350.145.23-2.7419/06/2018
Morningstar Lng/Flt Cmdty TR USD5.076.455.211.6119/06/2018
OSE Statsobligasjonsind 0.252.490.155.19-2.8919/06/2018
Morningstar UK Bank Capital TR GBP-
MSCI Poland NR EUR-17.08-8.705.140.7119/06/2018
MSCI World/Biotechnology NR USD1.891.665.0917.7819/06/2018
FTSE Swedish GBI SEK-4.47-4.075.08-0.2219/06/2018
FTSE UK GBI GBP0.300.045.024.9719/06/2018
ICE BofAML Gbl HY Constnd TR HGBP-0.981.024.925.1118/06/2018
BBgBarc Sterling Agg TR GBP-0.22-0.164.884.9419/06/2018
BBgBarc Gbl Agg Corp TR Hdg CHF-2.66-7.604.833.8819/06/2018
Morningstar UK Bd TR GBP0.24-0.104.804.4819/06/2018
TReuters Global Focus Hedged CB TR CHF1.42-4.934.805.7519/06/2018
Morningstar Canadian Bd TR CAD-2.23-4.554.660.1319/06/2018
Morningstar Shrt/Flt Cmdty TR USD3.89-8.694.564.2519/06/2018
Morningstar Swiss Bd TR CHF-0.97-6.964.343.3919/06/2018
BBgBarc Global Aggregate TR Hdg CHF-0.94-6.964.213.4119/06/2018
Morningstar Euro Covered Bd TR LCL-1.019.733.874.6321/02/2017
BBgBarc Gbl Infl Linked TR Hdg GBP-0.451.223.703.8019/06/2018
Morningstar Lng/Shrt Cmdty TR USD5.756.043.592.4519/06/2018
FTSE Swiss GBI CHF0.31-5.883.562.7819/06/2018
FTSE Swedish GBI 1-3 Yr SEK-5.88-5.623.06-2.5619/06/2018
FTSE/JSE SA Listed Property TR ZAR-28.37-19.523.053.7419/06/2018
Morningstar Lng/Shrt Cmdty ER USD4.984.692.942.0519/06/2018
FTSE Swiss GBI 1-3 Yr CHF0.21-5.922.831.5819/06/2018
FTSE CHF EuroDep 1 Mon CHF0.12-6.132.731.1419/06/2018
BBgBarc Gbl Agg Corp TR Hdg GBP-2.53-1.112.613.3319/06/2018
FTSE SEK EuroDep 3 Mon SEK-6.30-6.112.51-3.3519/06/2018
Morningstar Lng-Only Cmdty TR USD4.4413.302.10-5.3119/06/2018
BBgBarc Global Aggregate TR Hdg GBP-0.82-0.412.022.8519/06/2018
Morningstar Livestock Cmdty TR USD-4.65-8.061.543.5419/06/2018
Morningstar Agriculture Cmdty TR USD-0.74-10.261.22-5.4319/06/2018
BBgBarc Sterling Agg 1-3 Yr TR GBP0.04-0.060.891.0919/06/2018
FTSE GBP EuroDep 3 Mon GBP0.270.470.520.5119/06/2018
Morningstar Energy Cmdty TR USD13.2045.500.02-9.5119/06/2018
S&P Global Clean Energy TR USD0.055.97-0.035.8319/06/2018
Morningstar China Large Cap CNY-7.732.56-4.2410.3019/06/2018
MSCI Turkey NR EUR-30.99-31.40-6.15-9.0719/06/2018
MSCI China A Onshore NR CNY-12.63-6.24-8.749.3419/06/2018
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.