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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 World/Information Tech NR USD32.4221.8120.1023.8215/10/2019
Morningstar US Large Growth TR EUR22.1313.7717.0620.3116/10/2019
Russell 1000 Growth TR USD25.0016.6816.4420.3315/10/2019
Morningstar US Growth TR EUR23.4613.2116.4119.5916/10/2019
MSCI Russia NR USD30.8227.9715.7614.1615/10/2019
Morningstar US Mid Growth TR EUR25.2014.4514.7117.5416/10/2019
Athens Exchange Athex Composite TR38.1034.9314.293.6116/10/2019
Morningstar US Large Cap TR EUR20.4112.0712.8517.6416/10/2019
FTSE Italia AllShare TR EUR21.1015.2312.4710.3216/10/2019
S&P 500 TR USD20.5312.0412.3417.3516/10/2019
Russell 1000 TR USD20.9814.1112.3217.1215/10/2019
Morningstar US Market TR USD20.3011.4312.0317.0016/10/2019
Morningstar US Market TR EUR20.3011.4312.0317.0016/10/2019
Morningstar US Market TR GBP20.3011.4312.0317.0016/10/2019
Russell 3000 TR USD20.4913.2612.0016.8715/10/2019
MSCI ACWI Growth NR USD21.7715.7111.5715.5715/10/2019
Morningstar US Small Growth TR EUR17.322.8211.3215.8016/10/2019
Morningstar US Large Core TR EUR20.479.4710.7916.7216/10/2019
Morningstar US Mid Cap TR EUR21.5212.3010.7315.9716/10/2019
FTSE EPRA Nareit Switzerland TR EUR29.0336.1510.6216.8016/10/2019
DJ Islamic World TR USD19.6614.8010.5814.7515/10/2019
Red Rocks Gbl Listed Private Eqty TR USD22.9112.3310.5715.4015/10/2019
Morningstar US Core TR EUR21.3110.6010.5216.3516/10/2019
S&P Global Water TR23.2223.5010.4815.6115/10/2019
MSCI Thailand NR THB9.847.3710.1710.7616/10/2019
Russell Mid Cap TR USD21.4213.529.9415.3115/10/2019
Vietnam VN Index10.787.139.8514.1716/10/2019
Morningstar US Mid Core TR EUR22.9814.209.7615.4916/10/2019
MSCI Taiwan NR USD20.9220.899.6713.9816/10/2019
MSCI World/Utilities NR USD18.3824.089.6312.7015/10/2019
Morningstar US Large Val TR EUR16.1711.429.5615.0916/10/2019
MSCI World NR USD18.1812.149.4713.6215/10/2019
Euronext Paris CAC 40 NR EUR18.2811.019.2812.0716/10/2019
MSCI EM Europe NR EUR17.1517.849.176.7715/10/2019
Tel Aviv SE TA 125 TR ILS23.2614.689.049.8215/10/2019
MSCI Germany Small Cap NR EUR15.283.649.0017.2116/10/2019
MSCI ACWI NR USD16.9011.968.9712.9915/10/2019
MSCI World/Financials NR USD15.718.758.9311.3915/10/2019
Morningstar US Value TR EUR15.629.678.7114.7016/10/2019
Euronext AEX All Share TR EUR15.169.208.5713.0716/10/2019
MSCI Switzerland NR CHF21.6420.868.5611.5116/10/2019
MSCI Singapore NR SGD8.1912.898.407.6316/10/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR19.0716.238.2614.6015/10/2019
Russell 1000 Value TR USD17.0311.508.1713.8615/10/2019
FTSE EPRA Nareit Developed Europe TR EUR17.7814.808.1412.6916/10/2019
MSCI World/Health Care NR USD9.237.448.0312.9215/10/2019
S&P Global Clean Energy TR USD33.0739.028.009.6515/10/2019
Morningstar US Mid Core PR EUR21.2912.207.8713.5016/10/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR15.5113.117.7812.3815/10/2019
Russell 2000 TR USD13.842.367.7013.6915/10/2019
MSCI Austria NR EUR7.36-11.347.7012.2816/10/2019
S&P Global Infrastructure TR USD20.5121.867.6911.6515/10/2019
Morningstar US Small Core TR EUR19.577.707.6213.6816/10/2019
Morningstar Eurozone 50 GR EUR19.0012.297.5910.0316/10/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR14.2511.267.5911.5415/10/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR10.932.817.5814.5216/10/2019
MSCI Poland NR EUR-7.95-1.747.570.9415/10/2019
MSCI Europe Growth NR EUR20.1716.547.5611.6615/10/2019
MSCI Brazil NR USD10.5614.987.496.3715/10/2019
MSCI China NR USD10.9313.957.4711.5715/10/2019
Morningstar US Mid Val TR EUR15.927.917.4714.6516/10/2019
FTSE EPRA Nareit Global TR USD20.4325.297.4312.7415/10/2019
MSCI BRIC NR USD10.4015.087.409.4715/10/2019
MSCI EMU SMID NR EUR15.817.167.3413.2915/10/2019
Morningstar US Small Cap TR EUR15.592.217.2113.2516/10/2019
MSCI Golden Dragon NR USD11.4414.837.1911.7415/10/2019
MSCI World/Materials NR USD13.157.657.109.9315/10/2019
FTSE EPRA Nareit Developed Asia TR USD15.8925.187.0911.1316/10/2019
MSCI World High Dividend Yield NR USD14.8212.906.9811.6515/10/2019
MSCI Europe Ex UK NR EUR16.3911.666.9110.1315/10/2019
MSCI EMU Small Cap NR EUR14.996.966.9013.8715/10/2019
MSCI EMU NR EUR15.929.716.8510.1015/10/2019
FTSE EPRA Nareit Eurozone TR EUR13.1512.066.7214.1115/10/2019
MSCI Europe SMID NR EUR16.167.986.7012.2415/10/2019
FTSE EPRA Nareit United States TR USD25.2025.986.5413.9316/10/2019
MSCI ACWI Small NR USD14.095.846.5312.4315/10/2019
MSCI Europe High Div Yld NR EUR14.3112.396.529.2115/10/2019
Morningstar DM Europe 100 GR EUR16.3512.396.528.7716/10/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR13.428.446.4810.6615/10/2019
FTSE 250 Ex Investment Trust TR GBP19.378.336.479.5516/10/2019
MSCI Europe NR EUR14.9110.336.399.1715/10/2019
MSCI ACWI Value NR USD12.128.246.3310.3615/10/2019
MSCI Australia NR USD17.9417.856.268.7016/10/2019
MSCI Europe Small Cap NR EUR15.046.216.2612.9915/10/2019
MSCI EAFE NR USD13.789.606.029.6515/10/2019
Beassa ALBI TR ZAR5.5112.016.006.6816/10/2019
ICE BofAML Sterling HY TR GBP9.946.195.946.6215/10/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR12.9321.375.8810.7530/09/2019
MSCI Europe ex UK Small Cap NR EUR13.334.935.8713.9315/10/2019
TOPIX TR JPY12.345.735.8513.2116/10/2019
MSCI AC Asia Ex Japan NR USD7.5511.635.859.7915/10/2019
S&P Global Natural Resources TR USD6.32-3.825.817.2115/10/2019
MSCI AC Asia Pac Ex JPN NR USD9.2012.595.819.4415/10/2019
Morningstar Livestock Cmdty TR USD-7.55-4.725.77-1.6215/10/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR13.0313.555.7310.8515/10/2019
MSCI Pacific Ex Japan NR USD11.5614.365.718.8415/10/2019
MSCI AC Asia Pacific NR USD10.339.915.6610.3815/10/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 2516.379.145.668.4616/10/2019
MSCI Portugal NR EUR13.738.235.537.7416/10/2019
Beassa 1-3 Yr TR ZAR2.538.475.536.7416/10/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR-3.711.425.502.9315/10/2019
MSCI Frontier Markets NR USD10.1912.705.464.0015/10/2019
EMIX Global Mining Global Gold TR USD28.6740.525.4512.1715/10/2019
FTSE AllSh TR GBP11.856.465.437.7116/10/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR10.609.915.369.2115/10/2019
OSE FXLT Mutual Fund Index Linked/TOTX6.55-7.675.318.8716/10/2019
S&P Global Agribusiness Equity TR USD12.984.995.319.3015/10/2019
MSCI Denmark NR DKK13.8714.725.2911.9316/10/2019
Morningstar UK Gov Infl Lkd TR GBP15.1418.455.278.9714/10/2019
MSCI EM NR USD7.5310.675.237.8415/10/2019
Morningstar UK Bank Capital TR GBP10.049.975.215.4814/10/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS15.1913.635.198.2015/10/2019
MSCI Europe Value NR EUR9.604.165.106.5615/10/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 2514.5912.075.028.4516/10/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR12.7811.004.989.0216/10/2019
TReuters Global CB TR USD10.689.974.919.5415/10/2019
Morningstar UK Eurobond Corp TR GBP12.8413.514.886.0014/10/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR10.369.114.889.9315/10/2019
MSCI Nordic Countries NR EUR9.394.604.858.9216/10/2019
Tel Aviv SE All Bond14.3313.244.808.3615/10/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 2514.0112.864.778.3816/10/2019
Euronext Paris CAC Mid&Small NR EUR10.83-1.524.7513.4616/10/2019
MSCI India NR USD0.9113.164.759.2516/10/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS16.4015.314.737.8415/10/2019
Tel Aviv SE Yeter- Rest of shares TR ILS21.419.954.6715.4915/10/2019
MSCI Canada NR USD19.7110.064.637.2215/10/2019
FSE DAX TR EUR15.375.924.639.8116/10/2019
Tel Aviv SE All Gov Bond TR ILS14.8814.604.498.1615/10/2019
ICE BofAML Gbl HY Constnd TR HGBP9.726.134.484.9615/10/2019
MSCI AC ASEAN NR USD4.3310.414.336.2616/10/2019
BBgBarc US Corporate High Yield TR USD11.0910.314.2610.3815/10/2019
MSCI Hong Kong NR HKD2.8710.214.2510.4315/10/2019
STeFI Composite ZAR2.
ICE BofAML Gbl HY Constnd TR USD9.9510.184.079.8216/10/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur9.479.064.037.3315/10/2019
BME IBEX 35 NR EUR8.325.254.024.3616/10/2019
MSCI AC Asia Pacific ex Japan HDY NR USD6.2710.493.986.6415/10/2019
MSCI EM Latin America NR USD7.375.993.913.9515/10/2019
NASDAQ Biotechnology TR USD5.91-3.843.898.8815/10/2019
STeFI 3 Month NCD ZAR1.885.823.795.3816/10/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR7.4711.103.789.4415/10/2019
Morningstar EM Corp Bd TR USD11.6715.793.739.9415/10/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR8.438.283.728.9815/10/2019
FTSE EMU GBI 10+ Yr EUR15.3321.813.708.6515/10/2019
Markit iBoxx GBP NonGilts TR8.589.133.684.9116/10/2019
MSCI World/Comm Services NR USD20.2419.133.659.9515/10/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR10.4713.783.629.2515/10/2019
JPM CEMBI Broad Diversified TR USD10.6314.493.589.9515/10/2019
BBgBarc Sterling Agg TR GBP8.8211.363.584.9315/10/2019
Morningstar UK Bd TR GBP9.0512.373.504.9315/10/2019
MSCI Sweden Small Cap NR SEK11.576.543.4614.8416/10/2019
TReuters Global Hedged CB TR EUR5.913.553.456.2315/10/2019
FTSE Act UK Cnvt Gilts All Stocks TR GBP8.6611.623.414.9616/10/2019
MSCI Sweden NR SEK8.693.443.397.6316/10/2019
JPM EMBI Global Diversified TR USD12.7516.423.3410.4215/10/2019
MSCI Korea NR USD1.000.403.318.1216/10/2019
FTSE/JSE All Share TR ZAR6.037.903.235.4716/10/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR8.5112.283.228.6515/10/2019
BBgBarc Gbl Agg Corp TR Hdg GBP9.629.853.133.4215/10/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR6.988.433.106.8415/10/2019
Euronext BEL 20 NR EUR14.016.603.089.9816/10/2019
FTSE Small Cap Ex Invest Trust TR GBP4.83-4.373.037.3716/10/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD10.7815.033.029.0015/10/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR7.254.102.996.8315/10/2019
BBgBarc US Corp Bond TR USD12.4116.782.978.8615/10/2019
JPM ACI Non Investment Grade TR USD10.5414.262.9511.0316/10/2019
Morningstar EM Composite Bd TR USD11.2115.492.959.6915/10/2019
BBgBarc Pan Euro HY Euro TR EUR5.123.672.946.3115/10/2019
FTSE WBIG Eastern Europe EUR4.928.412.886.3515/10/2019
MSCI Nordic Countries Small Cap NR USD7.69-2.152.7913.5716/10/2019
FTSE Polish GBI PLN0.444.262.774.3715/10/2019
JPM Asia Credit TR USD9.9815.552.579.6316/10/2019
TReuters Global Focus Hedged CB TR USD8.009.452.569.0415/10/2019
Morningstar US Small Val TR EUR9.49-3.862.5210.1416/10/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd5.534.942.516.6515/10/2019
BBgBarc Gbl Infl Linked TR Hdg GBP7.928.932.503.8415/10/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur6.437.992.445.9215/10/2019
JPM GBI-EM Global Diversified TR USD9.0815.312.305.0715/10/2019
BBgBarc Global Aggregate TR Hdg GBP6.798.712.292.9515/10/2019
BBgBarc Gbl Agg Corp TR USD9.2312.462.297.2715/10/2019
BBgBarc Gbl Infl Linked TR Hdg USD8.8413.822.259.2515/10/2019
Morningstar China Large Cap CNY21.2125.942.2410.3616/10/2019
BBgBarc Global Aggregate TR Hdg USD7.8813.782.158.4515/10/2019
Morningstar Energy Cmdty TR USD15.47-16.832.10-8.0415/10/2019
Morningstar EM Sovereign Bd TR USD10.8915.302.079.6315/10/2019
ICE BofAML Gbl HY Constnd TR HEUR4.703.301.965.7216/10/2019
Markit iBoxx ALBI TR USD6.0915.651.857.5716/10/2019
MSCI Emerging Markets SMID NR USD3.118.091.785.8115/10/2019
Markit iBoxx ALBI Singapore TR SGD3.8412.251.766.3316/10/2019
Morningstar Metals Cmdty TR USD11.2517.141.675.0615/10/2019
BBgBarc Gbl Infl Linked TR USD7.1610.311.616.2715/10/2019
Morningstar Euro Gov Infl Lkd TR EUR5.057.571.534.8115/10/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd3.584.001.495.6315/10/2019
BBgBarc US Agg Bond TR USD7.8513.821.477.5815/10/2019
Morningstar US Core Bd TR USD7.6913.691.427.7015/10/2019
Tel Aviv SE Makams T-Bill TR ILS6.196.491.375.7715/10/2019
Morningstar Eurozone Bd TR EUR4.909.431.365.0915/10/2019
S&P Pan Africa TR3.049.351.233.8415/10/2019
BBgBarc Pan Euro Agg TR EUR4.057.381.164.4815/10/2019
Markit iBoxx ALBI China Offshore TR CNH1.797.561.136.2716/10/2019
JPM CEMBI Broad Diversified Hdg TR EUR4.335.771.124.8515/10/2019
FTSE EMU GBI EUR4.699.181.094.9215/10/2019
BBgBarc Euro Infln Lkd TR EUR3.285.680.914.0215/10/2019
TReuters Europe CB TR EUR3.973.150.895.5115/10/2019
FTSE US GBI USD6.8613.620.877.0115/10/2019
JPM EMBI Global Diversified Hedge TR EUR6.307.480.825.2515/10/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR3.666.090.816.5515/10/2019
BBgBarc Euro Agg Bond TR EUR3.396.830.804.4515/10/2019
BBgBarc Gbl Infl Linked US TIPS TR USD6.8810.780.786.5715/10/2019
BBgBarc Global Aggregate TR USD5.8510.940.756.1815/10/2019
FTSE 100 PR GBP6.541.540.732.9616/10/2019
BBgBarc Euro Agg Corps TR EUR2.263.600.704.0815/10/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP1.211.460.660.9615/10/2019
FTSE GBP EuroDep 3 Mon GBP0.660.850.600.6015/10/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR4.456.260.533.9915/10/2019
Morningstar Euro Bank Capital TR EUR-0.041.500.463.6515/10/2019
Morningstar Gbl Gov Bd TR USD5.2211.100.395.9115/10/2019
S&P Mid-East and Africa BMI TR USD1.307.900.363.8315/10/2019
BBgBarc US Aggregate 1-3 Yr TR USD3.197.720.336.1015/10/2019
FTSE USD EuroDep 3 Mon USD1.655.420.275.8915/10/2019
Morningstar Gbl xUS Gov Bd TR USD4.5010.000.205.4915/10/2019
ICE BofAML USD 3M Dep OR CM TR USD1.625.910.205.9016/10/2019
Markit iBoxx ALBI Hong Kong TR HKD3.9210.890.187.1216/10/2019
MSCI Indonesia NR IDR0.8120.760.037.3116/10/2019
Morningstar Eurobond Corp TR EUR0.622.060.013.6315/10/2019
Morningstar Australasian Bd TR USD5.3210.60-0.105.0615/10/2019
BBgBarc Gbl Infl Linked TR Hdg EUR2.725.26-0.154.3215/10/2019
BBgBarc Global Aggregate TR Hdg EUR1.735.13-0.293.5015/10/2019
Morningstar Canadian Bd TR CAD7.438.90-0.293.6215/10/2019
TReuters Global Focus Hedged CB TR CHF4.014.90-0.335.8015/10/2019
BBgBarc Gbl Agg Corp TR Hdg CHF6.399.79-0.395.2115/10/2019
MSCI AC Asia Ex JPN Small NR USD0.644.64-0.484.8115/10/2019
Morningstar Swiss Bd TR CHF4.6911.77-0.856.2315/10/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-2.55-1.15-0.902.3415/10/2019
FTSE Danish GBI 3-5 Yr DKK-2.24-0.35-1.012.2615/10/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.251.54-1.073.0415/10/2019
BBgBarc Global Aggregate TR Hdg CHF3.608.60-1.204.7215/10/2019
Morningstar Shrt-Only Cmdty TR USD-5.6213.50-1.2810.1315/10/2019
BBgBarc Euro Agg 1-3 Yr TR EUR-3.17-1.09-1.311.8715/10/2019
EONIA Capitalisé 360j TR EUR-2.67-0.66-1.331.6514/10/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-3.31-0.93-1.391.7815/10/2019
Morningstar Lng-Only Cmdty TR USD7.10-7.68-1.80-3.0415/10/2019
FTSE EUR EuroDep 3 Mon EUR-4.09-2.45-1.861.2215/10/2019
FTSE Danish GBI 1-3 Yr DKK-3.88-2.29-1.891.3915/10/2019
MSCI China A Onshore NR CNY27.7732.28-1.938.6716/10/2019
MSCI World/Energy NR USD3.89-12.14-1.931.6915/10/2019
FTSE Japanese GBI JPY3.6210.79-1.986.4315/10/2019
FTSE Swiss GBI CHF-1.043.75-2.124.0615/10/2019
Morningstar Japanese Bd TR JPY3.0210.01-2.166.1815/10/2019
BBgBarc Global Aggregate TR Hdg NOK1.270.24-2.451.2015/10/2019
FTSE Swiss GBI 1-3 Yr CHF-2.291.20-2.682.8915/10/2019
Morningstar Shrt/Flt Cmdty TR USD-8.841.24-2.683.7615/10/2019
FTSE CHF EuroDep 1 Mon CHF-2.290.80-2.802.4315/10/2019
BBgBarc Gbl Infl Linked Sweden TR USD-7.60-3.71-3.120.7815/10/2019
FTSE Swedish GBI SEK-6.01-1.06-3.680.4215/10/2019
OSE Statsobligasjonsind 3.00-4.26-5.72-3.99-0.5816/10/2019
OSE Statsobligasjonsind 1.00-4.71-6.75-4.35-1.2016/10/2019
OSE Statsobligasjonsind 0.25-4.68-6.82-4.37-1.3016/10/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-1.94-1.19-4.592.5816/10/2019
FTSE/JSE SA Listed Property TR ZAR0.68-1.66-5.002.7116/10/2019
Morningstar Lng/Flt Cmdty TR USD-2.12-9.64-5.321.8915/10/2019
FTSE Swedish GBI 1-3 Yr SEK-9.91-6.39-5.37-1.8015/10/2019
Morningstar Lng/Shrt Cmdty TR USD-2.95-9.01-5.371.8615/10/2019
FTSE SEK EuroDep 3 Mon SEK-9.97-6.43-5.44-2.1615/10/2019
Morningstar Lng/Shrt Cmdty ER USD-4.68-11.06-6.800.8915/10/2019
Morningstar Agriculture Cmdty TR USD-4.41-7.08-10.67-2.8715/10/2019
MSCI Turkey NR EUR-4.410.90-13.30-7.6515/10/2019
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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