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
S&P Global Clean Energy TR USD-19.8628.1638.8221.6517/09/2021
MSCI World/Information Tech NR USD19.4331.5327.1027.1717/09/2021
MSCI Taiwan NR USD20.0437.4025.5919.9620/09/2021
Morningstar US Growth TR EUR21.4333.3624.6924.5217/09/2021
Morningstar US Large Growth TR EUR22.5329.3524.1024.2817/09/2021
MSCI Denmark NR DKK16.5225.9923.0515.2520/09/2021
Russell 1000 Growth TR USD18.6028.4222.6422.9717/09/2021
Morningstar US Mid Growth TR EUR14.2933.8822.1321.9417/09/2021
MSCI Sweden Small Cap NR SEK15.2024.4419.9715.0520/09/2021
MSCI China A Onshore NR CNY1.398.5819.897.5320/09/2021
EMIX Global Mining Global Gold TR USD-14.30-29.9219.674.7517/09/2021
S&P Global Water TR24.2135.4819.2515.9117/09/2021
MSCI World/Comm Services NR USD20.5631.8219.1511.4717/09/2021
MSCI ACWI Growth NR USD13.4222.6418.8617.9517/09/2021
Morningstar China Large Cap CNY0.439.4317.699.1717/09/2021
MSCI Russia NR USD27.2538.2717.3915.7517/09/2021
DJ Islamic World TR USD14.0822.3917.1616.4819/09/2021
Morningstar US Large Cap TR EUR18.0825.4116.9017.6717/09/2021
Russell 1000 TR USD17.9127.4616.1516.9717/09/2021
Tel Aviv SE Yeter- Rest of shares TR ILS10.2230.3715.9212.0019/09/2021
Morningstar US Market TR USD17.5927.6415.8216.8017/09/2021
Morningstar US Market TR GBP17.5927.6415.8216.8017/09/2021
Morningstar US Market TR EUR17.5927.6415.8216.8017/09/2021
S&P 500 TR USD18.5826.2515.7316.7217/09/2021
Russell 3000 TR USD17.5928.0315.6516.7017/09/2021
Morningstar US Large Core TR EUR16.0823.0415.2015.8717/09/2021
Red Rocks Gbl Listed Private Eqty TR USD24.2946.7614.6615.7517/09/2021
MSCI India NR USD26.2941.0414.6611.8520/09/2021
Morningstar US Core TR EUR15.7024.4114.3915.1317/09/2021
MSCI Nordic Countries Small Cap NR USD12.0824.4114.1713.4820/09/2021
Morningstar US Mid Cap TR EUR17.1231.7314.0215.1117/09/2021
Refinitiv Global CB TR USD4.3615.4913.8611.2417/09/2021
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR17.3025.5013.6913.0019/09/2021
MSCI Nordic Countries NR EUR15.1321.8913.6112.3020/09/2021
Russell Mid Cap TR USD17.3732.5313.3914.3317/09/2021
MSCI Europe Growth NR EUR15.1918.6813.1111.9017/09/2021
MSCI Sweden NR SEK16.2423.1113.1011.6720/09/2021
Morningstar US Mid Core TR EUR17.6929.0913.0913.5217/09/2021
MSCI World NR USD15.6824.1413.0013.6817/09/2021
Morningstar US Small Growth TR EUR3.7928.8313.0016.8917/09/2021
NASDAQ Biotechnology TR USD13.2119.9512.8611.5617/09/2021
Refinitiv Global Hgd CB TR EUR0.6614.2612.5310.9017/09/2021
MSCI World/Health Care NR USD14.3115.2112.4912.2017/09/2021
MSCI ACWI NR USD13.5922.4212.4813.1217/09/2021
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR8.3715.1212.4711.7819/09/2021
MSCI AC Asia Ex JPN Small NR USD19.1331.1512.229.4717/09/2021
MSCI Switzerland NR CHF7.686.2611.7110.0520/09/2021
Euronext AEX All Share TR EUR16.5430.2711.4912.7320/09/2021
MSCI Europe ex UK Small Cap NR EUR15.8228.6311.3113.2817/09/2021
Morningstar US Mid Core PR EUR16.7127.4411.3011.6717/09/2021
FTSE Small Cap Ex Invest Trust TR GBP31.1665.7211.1810.4020/09/2021
Athens Exchange Athex Composite TR7.3929.2711.0612.2420/09/2021
Cat 25%Barclays US Agg TR&75%FTSE Wld TR10.9016.8011.0611.0319/09/2021
MSCI EM Europe NR EUR21.5233.6011.059.8417/09/2021
MSCI ACWI SMID NR USD14.8929.6210.6511.9217/09/2021
MSCI Germany Small Cap NR EUR9.6925.4010.5814.1820/09/2021
MSCI World/Materials NR USD8.3613.5610.5412.0317/09/2021
NASDAQ OMX Helsinki Benchmark Cap GR EUR14.1217.5910.3312.9420/09/2021
Vietnam VN Index23.5145.0510.2614.1317/09/2021
MSCI Emerging Markets SMID NR USD13.9125.5610.218.5917/09/2021
Morningstar US Mod Tgt Alloc NR USD8.8012.1110.139.9817/09/2021
Tel Aviv SE TA 125 TR ILS18.3738.1210.1010.4219/09/2021
MSCI Golden Dragon NR USD-6.040.4010.0510.6517/09/2021
MSCI Korea NR USD-4.4221.0310.0010.6720/09/2021
MSCI Europe Small Cap NR EUR16.0431.079.8811.8217/09/2021
MSCI Frontier Markets NR USD18.5924.559.689.0017/09/2021
MSCI Europe SMID NR EUR13.8926.359.4811.2617/09/2021
Morningstar EU Agg Gbl Tgt Alloc NR EUR10.0516.909.4110.2017/09/2021
S&P Global Agribusiness Equity TR USD14.5025.999.419.4417/09/2021
MSCI Canada NR USD18.3125.649.359.1417/09/2021
MSCI EMU Small Cap NR EUR15.8829.439.3412.2317/09/2021
MSCI AC Asia Ex Japan NR USD-1.928.479.339.8717/09/2021
Russell 2000 TR USD13.3737.989.3113.1617/09/2021
MSCI Europe Ex UK NR EUR12.3518.419.3010.3917/09/2021
MSCI AC Asia Pac Ex JPN NR USD-0.6210.219.189.7317/09/2021
Morningstar UK Adv Tgt Alloc NR GBP11.5820.109.059.9317/09/2021
MSCI AC Asia Pacific NR USD2.6412.889.009.6417/09/2021
Cat 50%Barclays US Agg TR&50%FTSE Wld TR6.708.828.968.1519/09/2021
Russell 1000 Value TR USD17.1226.398.9310.5317/09/2021
MSCI EM NR USD0.1011.058.839.0217/09/2021
MSCI BRIC NR USD-5.421.228.799.2717/09/2021
FTSE EPRA Nareit Switzerland TR EUR-0.730.058.587.1617/09/2021
Morningstar US Small Cap TR EUR13.2236.698.5311.9417/09/2021
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd6.9411.978.487.4719/09/2021
TOPIX TR JPY9.9017.468.289.6717/09/2021
Morningstar Eurozone 50 GR EUR12.1719.698.219.6820/09/2021
Morningstar EU Agg Tgt Alloc NR EUR9.8416.017.928.9417/09/2021
FTSE EPRA Nareit United States TR USD26.0229.857.905.9717/09/2021
Morningstar Asia 50/50 NR USD-0.023.497.906.8217/09/2021
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 254.1916.987.829.3209/02/2020
FTSE/JSE All Bond TR ZAR5.5216.697.675.9920/09/2021
MSCI EAFE NR USD10.7118.397.648.8517/09/2021
S&P Mid-East and Africa BMI TR USD19.3625.637.624.6317/09/2021
MSCI World/Utilities NR USD1.865.597.577.1917/09/2021
MSCI Australia NR USD6.3720.587.488.2620/09/2021
MSCI EMU SMID NR EUR11.4622.497.4811.1017/09/2021
Morningstar DM Europe 100 GR EUR10.9815.757.478.0020/09/2021
MSCI World/Financials NR USD22.6439.267.4211.0717/09/2021
MSCI Europe NR EUR12.1418.627.418.8217/09/2021
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR5.299.447.407.7819/09/2021
MSCI EMU NR EUR12.3820.357.389.7317/09/2021
Morningstar UK Mod Adv Tgt Alloc NR GBP8.6715.197.347.7617/09/2021
FTSE Italia AllShare TR EUR11.6924.017.2112.3120/09/2021
FSE DAX TR EUR7.709.817.158.5617/09/2021
Morningstar US Large Value TR EUR13.1020.537.079.8817/09/2021
Tel Aviv SE Gov Bond - CPI Linked TR ILS3.384.856.935.3319/09/2021
Morningstar US Small Core TR EUR13.3232.256.9210.0817/09/2021
FTSE/JSE ALB 1-3 Yr TR ZAR2.098.786.795.8520/09/2021
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR-0.893.816.745.5919/09/2021
Morningstar US Value TR EUR15.3224.966.719.6617/09/2021
MSCI China NR USD-15.25-11.166.718.5817/09/2021
Cat 75%Barclays US Agg TR&25%FTSE Wld TR2.631.246.675.1919/09/2021
Euronext Paris CAC 40 NR EUR13.0623.606.6510.1420/09/2021
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 253.8615.366.629.1709/02/2020
Tel Aviv SE Gen Bond CPI Linked TR ILS4.447.086.525.7519/09/2021
Bloomberg Gbl Infl Linked TR Hdg GBP4.075.426.513.8617/09/2021
Morningstar UK Mod Tgt Alloc NR GBP5.6510.346.436.2317/09/2021
Morningstar China 50/50 NR USD-9.12-8.696.376.0417/09/2021
ICE BofA Sterling HY TR GBP4.7510.756.356.0617/09/2021
MSCI Pacific Ex Japan NR USD5.6016.516.347.6617/09/2021
Bloomberg US Corp Bond TR USD-0.68-3.776.294.0217/09/2021
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 253.7614.836.219.0609/02/2020
Morningstar EU Mod Gbl Tgt Alloc NR EUR3.506.906.196.5917/09/2021
FTSE 250 Ex Investment Trust TR GBP18.6140.116.177.6120/09/2021
JPM CEMBI Broad Diversified TR USD1.66-0.126.114.4417/09/2021
Bloomberg Gbl Infl Linked US TIPS TR USD3.65-0.206.083.7117/09/2021
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR2.815.786.036.3219/09/2021
Morningstar US Con Tgt Alloc NR USD2.430.465.924.9517/09/2021
Bloomberg Gbl Infl Linked TR Hdg USD3.59-0.455.923.8917/09/2021
MSCI World High Dividend Yield NR USD9.3512.885.867.4017/09/2021
Morningstar US Mid Val TR EUR19.5031.295.839.1117/09/2021
Bloomberg Gbl Infl Linked TR USD2.361.055.793.6017/09/2021
MSCI ACWI Value NR USD13.4421.905.798.0317/09/2021
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR3.3813.745.799.9809/02/2020
ICE BofA Gbl HY Constnd TR HGBP3.929.255.755.2917/09/2021
Tel Aviv SE All Bond1.993.875.745.1719/09/2021
Bloomberg Euro Agg Govt 10+ Yr TR EUR-9.66-8.635.703.3417/09/2021
Bloomberg Gbl Agg Corp TR Hdg GBP-0.022.035.693.4917/09/2021
Tel Aviv SE All Gov Bond TR ILS0.291.155.674.6719/09/2021
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR1.8712.175.639.3209/02/2020
Bloomberg US Corporate High Yield TR USD4.414.395.575.8117/09/2021
Cat 50%Citi ESBI Indo&50%MSCI Indo NR0.055.805.477.7902/02/2020
Morningstar EU Mod Tgt Alloc NR EUR3.436.645.385.9617/09/2021
Markit iBoxx ALBI China Offshore TR CNH2.932.525.353.6320/09/2021
FTSE EPRA Nareit Global TR USD15.0618.555.345.2917/09/2021
JPM EMBI Global Diversified TR USD0.16-1.635.333.6017/09/2021
Markit iBoxx ALBI TR USD-2.94-3.455.322.5520/09/2021
Bloomberg Gbl Agg Corp 0901 TR Hdg USD-0.51-3.635.293.6617/09/2021
ICE BofA Gbl HY Constnd TR USD2.493.125.295.4417/09/2021
Morningstar UK Mod Caut Tgt Alloc NR GBP2.595.555.144.3917/09/2021
Markit iBoxx GBP NonGilts TR-1.680.845.113.0620/09/2021
Bloomberg Gbl Agg Corp TR USD-1.73-3.674.823.3217/09/2021
FTSE EPRA Nareit Developed Europe TR EUR8.9715.624.806.5017/09/2021
Morningstar US Small Val TR EUR23.3548.314.808.2217/09/2021
JPM Asia Credit TR USD-0.95-4.844.762.6120/09/2021
S&P Global Infrastructure TR USD6.4412.834.745.3217/09/2021
OSE Oslo Børs Mutual Fund TR NOK11.2126.954.6810.5420/09/2021
FTSE/JSE All Share TR ZAR6.0621.524.324.5620/09/2021
MSCI Portugal NR EUR-3.536.694.237.4520/09/2021
Bloomberg Sterling Agg TR GBP-4.29-3.444.202.2617/09/2021
JPM CEMBI Broad Diversified Hdg TR EUR-3.04-1.644.173.3317/09/2021
FTSE Act UK Cnvt Gilts All Stocks TR GBP-4.43-4.224.141.8820/09/2021
Morningstar UK Cau Tgt Alloc NR GBP-0.370.954.132.7817/09/2021
Bloomberg Gbl Infl Linked TR Hdg EUR-1.20-1.914.082.8517/09/2021
Bloomberg US Agg Bond TR USD-1.33-6.114.062.2117/09/2021
MSCI Europe High Div Yld NR EUR4.3510.694.025.8317/09/2021
Markit iBoxx ALBI Hong Kong TR HKD0.04-4.143.981.4920/09/2021
Bloomberg Gbl Agg Corp TR Hdg CHF-6.34-6.953.982.1317/09/2021
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR0.887.383.946.7509/02/2020
S&P Global Natural Resources TR USD14.5024.773.909.1317/09/2021
Bloomberg Global Aggregate TR Hdg GBP-0.85-0.193.852.0817/09/2021
STeFI Composite ZAR1.778.043.783.9020/09/2021
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.521.033.702.5619/09/2021
Markit iBoxx ALBI Singapore TR SGD-4.80-6.573.691.8020/09/2021
JPM GBI-EM Global Diversified TR USD-5.23-4.353.641.8017/09/2021
Bloomberg US Government TR USD-2.09-8.023.601.5517/09/2021
Euronext BEL 20 NR EUR9.4815.383.595.1220/09/2021
ICE BofA Gbl HY Constnd TR HEUR-1.331.693.594.4517/09/2021
MSCI AC Asia Pacific ex Japan HDY NR USD3.9111.443.515.3317/09/2021
Cat 50%Citi PolishGBI&50%MSCI Poland NR-0.90-4.763.473.9909/02/2020
Bloomberg Gbl Agg Corp 0901 TR Hdg EUR-5.13-5.103.382.5617/09/2021
STeFI 3 Month NCD ZAR1.617.703.373.5220/09/2021
Bloomberg Global Aggregate TR Hdg USD-1.33-5.793.302.1517/09/2021
JPM EMBI Global Diversified Hedge TR EUR-4.54-3.263.292.4017/09/2021
FTSE EPRA Nareit Developed Asia TR USD7.389.753.223.5217/09/2021
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd2.108.763.215.9509/02/2020
Bloomberg Pan Euro HY Euro TR EUR-0.611.443.164.5217/09/2021
MSCI Singapore NR SGD9.7521.623.116.1117/09/2021
S&P Pan Africa TR7.1120.023.102.4117/09/2021
JPM ACI Non Investment Grade TR USD-3.88-6.862.992.4917/09/2021
Bloomberg Euro Infln Lkd TR EUR0.060.682.982.9217/09/2021
Bloomberg Global Aggregate TR USD-3.36-5.932.971.4617/09/2021
FTSE AllSh TR GBP11.4522.782.915.1420/09/2021
Morningstar EU Cau Gbl Tgt Alloc NR EUR-2.64-2.332.802.9617/09/2021
MSCI Brazil NR USD-9.563.992.692.9817/09/2021
FTSE WBIG Eastern Europe EUR-4.82-6.312.572.8817/09/2021
Euronext Paris CAC Mid&Small NR EUR8.8320.942.577.3020/09/2021
MSCI Austria NR EUR29.9070.872.5511.4320/09/2021
Morningstar EU Cau Tgt Alloc NR EUR-2.80-2.402.542.7917/09/2021
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR-3.19-2.952.512.6619/09/2021
Tel Aviv SE Makams T-Bill TR ILS-0.410.492.412.3919/09/2021
Markit iBoxx GBP NonGilts 1-5 TR0.121.052.371.7720/09/2021
Refinitiv Europe CB TR EUR-2.550.512.263.1217/09/2021
Bloomberg Global Aggregate TR Hdg CHF-7.09-8.982.060.6917/09/2021
Bloomberg Pan Euro Agg TR EUR-5.93-6.201.881.5617/09/2021
Bloomberg Euro Agg Govt TR EUR-6.72-7.161.821.5717/09/2021
Bloomberg Euro Agg Bond TR EUR-6.26-6.711.531.5117/09/2021
Bloomberg Global Aggregate TR Hdg EUR-5.89-7.161.491.1217/09/2021
Bloomberg Euro Corp TR EUR-4.59-4.671.401.8317/09/2021
MSCI Europe Value NR EUR8.8018.171.325.3617/09/2021
Bloomberg US Aggregate 1-3 Yr TR USD-0.45-5.461.310.8617/09/2021
Bloomberg Sterling Agg 1-3 Yr TR GBP-0.29-0.071.030.6717/09/2021
Bloomberg Global Aggregate TR Hdg NOK-2.73-1.510.590.5117/09/2021
FTSE GBP EuroDep 3 Mon GBP0.010.030.490.4717/09/2021
FTSE EPRA Nareit Eurozone TR EUR1.366.880.474.3417/09/2021
ICE BofA AsianDollar HYCp CN Is TR USD-15.85-17.770.431.1917/09/2021
FTSE Swedish GBI SEK-7.22-5.720.27-0.8917/09/2021
FTSE Polish GBI PLN-7.35-10.170.042.0117/09/2021
ICE BofA USD 3M Dep OR CM TR USD-0.42-5.610.000.4417/09/2021
FTSE USD EuroDep 3 Mon USD-0.51-5.73-0.190.3517/09/2021
Bloomberg Japanese Aggregate TR JPY-6.56-10.28-0.23-2.2117/09/2021
MSCI EM Latin America NR USD-3.2813.19-0.342.1417/09/2021
Bloomberg Gbl Infl Linked Sweden TR USD-3.82-1.65-0.48-0.4717/09/2021
MSCI Indonesia NR IDR-8.317.09-0.55-1.5420/09/2021
Hang Seng HSI GR HKD-7.09-1.39-0.623.7117/09/2021
Bloomberg Euro Agg Corp 1-3 Yr TR EUR-4.34-5.58-0.660.5517/09/2021
FTSE SEK EuroDep 3 Mon SEK-6.12-4.58-0.78-1.6317/09/2021
MSCI Turkey NR EUR-15.515.60-1.01-10.5717/09/2021
FTSE Swiss GBI 1-3 Yr CHF-6.10-8.66-1.05-0.7717/09/2021
FTSE Swedish GBI 1-3 Yr SEK-6.31-4.76-1.08-1.7417/09/2021
Bloomberg Euro Agg 1-3 Yr TR EUR-4.83-6.43-1.160.0417/09/2021
FTSE CHF EuroDep 1 Mon CHF-6.17-8.68-1.22-0.8917/09/2021
FTSE Danish GBI 3-5 Yr DKK-5.34-7.43-1.250.0017/09/2021
Bloomberg Euro Agg Govt 1-3 Yr TR EUR-4.99-6.68-1.28-0.0917/09/2021
FTSE Swiss GBI CHF-8.91-11.14-1.30-1.0017/09/2021
MSCI AC ASEAN NR USD-1.299.35-1.511.6417/09/2021
BME IBEX 35 NR EUR4.3819.75-1.652.8120/09/2021
FTSE Danish GBI 1-3 Yr DKK-5.02-7.00-1.79-0.4817/09/2021
FTSE EUR EuroDep 3 Mon EUR-5.03-6.93-1.82-0.4617/09/2021
EONIA Capitalisé 360j TR EUR-4.89-6.55-1.87-0.3916/09/2021
FTSE 100 PR GBP6.8614.93-2.140.2120/09/2021
MSCI Poland NR EUR13.0617.91-3.024.7817/09/2021
MSCI Thailand NR THB-3.226.66-6.592.2920/09/2021
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-7.56-8.27-7.50-0.7610/02/2020
MSCI World/Energy NR USD24.5735.87-9.53-1.9317/09/2021
FTSE/JSE SA Listed Property TR ZAR21.6254.57-9.63-8.0320/09/2021
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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