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
Morningstar Italy NR EUR21.1725.7226.7717.5719/06/2025
Morningstar Austria TME NR EUR27.3639.1724.3221.0119/06/2025
Morningstar Spain TME NR EUR27.2132.1023.7615.7819/06/2025
Morningstar US Large Growth TR EUR0.8314.5622.9111.0819/06/2025
Morningstar Gbl Tech NR USD-3.571.2722.0916.9119/06/2025
Morningstar US LM Brd Growth NR USD-3.327.5620.5514.0819/06/2025
Morningstar Germany TME NR EUR19.1428.3218.569.9919/06/2025
Morningstar Ezn 50 GR EUR12.8310.9718.3111.9819/06/2025
FTSE EPRA Nareit Switzerland TR EUR23.6443.1318.119.2019/06/2025
Morningstar US Large TR EUR-4.355.1517.3114.3019/06/2025
Morningstar Gbl Com Svc NR USD2.1315.8917.299.3519/06/2025
Morningstar Gbl Fin Svc NR USD4.4020.8016.8614.9319/06/2025
MSCI Singapore NR SGD8.9034.5416.8410.3019/06/2025
Morningstar US Growth TR EUR-3.199.6416.7810.4519/06/2025
Morningstar Gbl Gold NR USD43.8549.9115.967.8219/06/2025
Morningstar Gbl Growth TME NR USD-1.025.7815.7410.1519/06/2025
S&P 500 TR USD-4.724.2215.5513.8418/06/2025
Morningstar Dev Ezn TME NR EUR14.1912.9215.4410.4219/06/2025
Morningstar US Market TR EUR-4.705.0715.2913.3319/06/2025
Morningstar US Market TR USD-4.705.0715.2913.3319/06/2025
Morningstar US Market TR GBP-4.705.0715.2913.3319/06/2025
Morningstar US TME NR USD-4.624.7615.2813.2019/06/2025
Morningstar US Large-Mid NR USD-4.614.8715.2813.1019/06/2025
Morningstar US Mid Growth TR EUR-2.7311.9314.828.2619/06/2025
Morningstar US Large Core TR EUR-5.174.0914.6513.9119/06/2025
Morningstar US Market Ext NR USD-5.074.5814.5412.7519/06/2025
Morningstar Dev Europe Val TME NR EUR16.1016.2114.3612.5519/06/2025
Morningstar Taiwan TME NR TWD-0.412.8114.1116.4619/06/2025
Morningstar Japan Val TME NR JPY1.267.5713.9410.1719/06/2025
Morningstar DM Eur 100 GR EUR9.905.0913.9110.6819/06/2025
Morningstar DM Eur Div Yld >2.5% NR EUR16.1216.0913.3210.7419/06/2025
Morningstar DM Eur xUK TME NR EUR11.526.8113.119.2619/06/2025
Red Rocks Gbl Listed Private Eqty TR USD-7.276.0413.1010.4019/06/2025
Morningstar Global TME NR USD-1.095.5712.9410.8819/06/2025
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR5.125.6812.9010.5118/06/2025
Morningstar DM Eur TME NR EUR11.098.0412.859.7519/06/2025
DJ Islamic World TR USD-4.800.2012.669.8019/06/2025
Morningstar Global All Cap TME NR USD-1.225.5812.3910.5419/06/2025
Morningstar US Core TR EUR-9.130.1612.3512.7219/06/2025
Tel Aviv SE TA 125 TR ILS15.0246.3811.8013.1519/06/2025
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR0.586.4211.577.3818/06/2025
S&P Global Water TR4.695.0911.5710.7319/06/2025
MSCI EAFE NR USD7.887.8111.568.3819/06/2025
Morningstar Dev Europe Grt TME NR EUR6.610.8311.547.0019/06/2025
Morningstar UK Adv Tgt Alloc NR GBP1.846.8611.469.5519/06/2025
Morningstar UK All Cap TME NR GBP9.5211.6211.3810.4219/06/2025
Morningstar Dev Ezn SMID TME NR EUR19.1317.8211.257.5619/06/2025
Morningstar EU Agg Tgt Alloc NR EUR7.477.6611.198.1719/06/2025
Morningstar France TME NR EUR8.424.6011.099.8819/06/2025
Morningstar EU Agg Gbl Tgt Alloc NR EUR2.586.4911.058.4719/06/2025
Morningstar India TME NR USD-5.19-7.2511.0315.7819/06/2025
Morningstar Dev Eur SMID TME NR EUR14.5113.3410.977.6119/06/2025
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR1.016.5010.896.2418/06/2025
MSCI Switzerland Small Cap NR CHF13.719.1210.777.5819/06/2025
Morningstar UK SMID Cap TME NR GBP7.259.6410.717.3519/06/2025
Morningstar EAA USD Agg Tgt Alloc NR USD-0.325.4310.528.5519/06/2025
Morningstar Japan TME NR JPY0.685.6410.515.6819/06/2025
Morningstar US Large Value TR EUR-2.974.9210.3911.7319/06/2025
Morningstar US Mid TR EUR-4.775.7210.3410.8919/06/2025
Morningstar Japan Sml NR JPY4.8213.0410.293.6419/06/2025
Morningstar US Small Growth TR EUR-6.155.6810.283.9919/06/2025
Morningstar Gbl Val TME NR USD-1.185.4210.0911.2319/06/2025
FTSE/JSE SA Listed Property TR ZAR1.7210.529.9312.7719/06/2025
Morningstar Canada TME NR USD5.1619.919.9012.5819/06/2025
Morningstar US Mid NR USD-4.995.209.7710.3519/06/2025
Morningstar US LM Brd Value NR USD-6.102.159.6911.4319/06/2025
Morningstar Sweden TME NR SEK7.081.359.627.7419/06/2025
Morningstar US Value TR EUR-3.884.539.5812.2019/06/2025
Refinitiv Europe CB TR EUR13.3116.189.462.8219/06/2025
Morningstar Gbl High Div Yld NR USD0.937.589.3310.6319/06/2025
Morningstar Dev Eur xUK Small TME NR EUR12.749.329.336.9519/06/2025
Morningstar UK Mod Adv Tgt Alloc NR GBP2.426.459.307.1219/06/2025
FTSE/JSE All Share TR ZAR11.4214.439.2413.1719/06/2025
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR-4.345.919.147.6818/06/2025
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR2.046.609.123.3418/06/2025
Tel Aviv SE Yeter- Rest of shares TR ILS9.5149.618.9611.4919/06/2025
Morningstar Dev Ezn Sml TME NR EUR14.8912.588.957.0819/06/2025
Refinitiv Global Hgd CB TR EUR8.6615.268.814.6019/06/2025
MSCI AC Asia Pacific ex Japan HDY NR USD1.325.658.758.0019/06/2025
Morningstar Gbl SMID NR USD-2.095.768.728.7819/06/2025
Morningstar Gbl HY Bd GR Hdg GBP3.469.178.624.9419/06/2025
Morningstar US Mid Core TR EUR-6.511.878.6210.5919/06/2025
Morningstar Switzerland TME NR CHF8.394.028.556.1719/06/2025
Morningstar US Mod Tgt Alloc NR USD-3.093.328.546.6619/06/2025
Morningstar ELL TR EUR5.767.558.545.2119/06/2025
Morningstar Dev Eur Sml TME NR EUR11.679.268.546.4619/06/2025
Morningstar US Small Core TR EUR-10.59-2.908.439.9819/06/2025
Morningstar US Small TR EUR-8.562.138.269.2019/06/2025
Morningstar EZN HY Bd GR EUR5.929.368.213.1819/06/2025
MSCI Australia NR USD2.603.298.199.0319/06/2025
Morningstar US High Div Yld NR USD-3.945.338.1810.8819/06/2025
Euronext BEL 20 NR EUR8.9018.188.146.5719/06/2025
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd6.975.768.065.1118/06/2025
FTSE 100 PR GBP7.577.157.816.9219/06/2025
Morningstar US Mid Value TR EUR-5.273.457.7612.7319/06/2025
FTSE Global CB TR USD0.7411.057.525.1919/06/2025
Morningstar Gbl HY Bd GR Hdg CHF4.667.187.513.8119/06/2025
Morningstar Gbl Util NR USD5.5415.217.477.2819/06/2025
MSCI Nordic Countries Small Cap NR USD7.432.287.426.5519/06/2025
Morningstar EU Mod Tgt Alloc NR EUR6.116.597.413.9519/06/2025
Morningstar Nordic TME NR SEK3.90-11.567.397.6419/06/2025
Morningstar EU Mod Gbl Tgt Alloc NR EUR3.405.817.264.0919/06/2025
Morningstar UK Mod Tgt Alloc NR GBP2.355.747.234.7119/06/2025
Morningstar Norway NR NOK20.6916.617.2111.3519/06/2025
Morningstar Denmark TME NR DKK-8.11-34.177.218.8519/06/2025
Morningstar Japan Grt TME NR JPY0.093.727.141.1419/06/2025
MSCI AC Asia Pacific NR USD2.155.376.984.9819/06/2025
MSCI AC Asia Ex JPN Small Cap NR USD-2.11-1.696.9810.2319/06/2025
Morningstar APAC TME NR USD1.914.416.975.1519/06/2025
Morningstar EM xChina TME NR USD1.31-0.846.958.8319/06/2025
Morningstar Gbl HY Bd GR Hdg EUR5.948.676.922.5819/06/2025
Morningstar Swzld Core Bd GR CHF3.017.226.910.9819/06/2025
Morningstar US Small Extended NR USD-10.041.386.848.5019/06/2025
S&P Pan Africa TR10.3816.046.789.8719/06/2025
Morningstar US Mid Core PR EUR-7.290.166.718.8319/06/2025
Morningstar EM SMID TME NR USD0.851.346.557.4119/06/2025
Morningstar EM Americas TME NR USD17.956.536.537.8819/06/2025
Morningstar EAA USD Mod Tgt Alloc NR USD-2.063.076.524.6519/06/2025
Markit iBoxx EUR Corp Subordinated TR5.759.096.421.0319/06/2025
Morningstar Gbl Enrg NR USD0.09-1.786.3715.2919/06/2025
Morningstar Global LL TR USD-2.072.976.355.3619/06/2025
Morningstar Gbl HY Bd GR USD-1.524.776.173.5919/06/2025
Morningstar US Small Value TR EUR-8.783.686.1113.5419/06/2025
Morningstar UK Small Cap TME NR GBP7.848.596.044.8019/06/2025
MSCI Sweden Small Cap NR SEK5.392.605.874.2119/06/2025
MSCI Frontier Markets NR USD7.8712.525.816.7119/06/2025
Morningstar Brazil TME NR USD18.407.565.756.0219/06/2025
Morningstar EM Crp 10% CN Cap GR Hdg GBP3.526.505.711.1619/06/2025
Morningstar Gbl Eq Infra NR USD1.418.605.617.5519/06/2025
Morningstar Dev APAC xJpn TME NR USD3.437.345.536.4419/06/2025
Morningstar US HY Bd TR USD-3.583.425.523.7019/06/2025
Morningstar EM Sov Bd GR Hdg GBP4.175.395.33-0.0919/06/2025
Morningstar APAC xJpn TME NR USD2.483.845.193.6119/06/2025
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR1.025.015.061.2218/06/2025
Morningstar UK Mod Caut Tgt Alloc NR GBP2.294.965.022.2419/06/2025
Morningstar EM TME NR USD2.643.324.814.6019/06/2025
Morningstar Asia xJpn TME NR USD2.514.084.654.2219/06/2025
Morningstar EM Crp 10% CN Cap GR Hdg CHF4.744.574.52-0.0119/06/2025
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2.5311.284.488.7329/03/2020
Markit iBoxx ALBI Singapore TR SGD3.828.684.420.8419/06/2025
JPM ACI Non Investment Grade TR USD-3.901.964.40-1.4618/06/2025
FTSE/JSE All Bond TR ZAR2.349.324.367.9019/06/2025
Morningstar GBP 1M Cash GR GBP2.064.764.322.6219/06/2025
MSCI Golden Dragon NR USD3.8512.364.302.2919/06/2025
Hang Seng HSI GR HKD9.3324.474.230.5719/06/2025
Morningstar EM Sov Bd GR Hdg CHF5.393.474.15-1.2619/06/2025
Morningstar Gbl Corp Bd GR Hdg GBP2.835.304.08-0.1419/06/2025
Markit iBoxx GBP NonGilts 1-5 TR3.226.154.071.5319/06/2025
Morningstar EM Govt Bd LCCY GR USD1.845.953.990.0319/06/2025
Morningstar EZN Corp Bd GR EUR4.996.863.98-1.1019/06/2025
Morningstar EM Crp 10% CN Cap GR Hdg EUR6.006.003.95-1.1919/06/2025
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd8.405.633.790.3918/06/2025
Morningstar EU Cau Tgt Alloc NR EUR4.875.453.68-0.2519/06/2025
Morningstar EM Sov Bd GR Hdg EUR6.674.923.63-2.3919/06/2025
Morningstar EU Cau Gbl Tgt Alloc NR EUR4.175.063.59-0.2019/06/2025
Bloomberg Euro Agg Corp 1-3 Yr TR EUR5.266.553.490.4719/06/2025
Euronext Paris CAC Mid&Small NR EUR12.194.523.424.7719/06/2025
Morningstar Asia 50/50 NR USD-0.801.903.411.9819/06/2025
Morningstar CHF 1M Cash GR CHF3.313.033.401.5519/06/2025
Morningstar US Con Tgt Alloc NR USD-3.710.993.301.3319/06/2025
FTSE Swiss GBI 1-3 Yr CHF3.404.513.281.2119/06/2025
Morningstar UK 1-3Y Core Bd GR GBP2.805.273.181.2219/06/2025
Morningstar EM Crp 10% CN Cap GR USD-3.461.213.120.1819/06/2025
Morningstar Gbl Biotechnology NR USD-7.51-24.543.06-0.7619/06/2025
Morningstar Gbl Renew Enrg NR USD1.480.722.927.8619/06/2025
Morningstar Gbl Corp Bd GR Hdg CHF4.013.382.91-1.3319/06/2025
Morningstar EM Sov Bd GR USD-2.860.252.90-0.9019/06/2025
Morningstar UK Cau Tgt Alloc NR GBP2.054.282.85-0.2319/06/2025
Morningstar Gbl Core Bd GR Hdg GBP2.174.592.65-0.8319/06/2025
FTSE EUR EuroDep 3 Mon EUR4.544.332.640.2919/06/2025
Morningstar EUR 1M Cash GR EUR4.474.192.550.2219/06/2025
Morningstar Korea TME NR USD22.26-4.112.533.6919/06/2025
Morningstar EAA USD Cau Tgt Alloc NR USD-3.800.712.470.7219/06/2025
Morningstar Gbl Corp Bd GR Hdg EUR5.294.822.42-2.4319/06/2025
FTSE EPRA Nareit Eurozone TR EUR15.1216.682.39-2.0119/06/2025
Morningstar UK Corp Bd GR GBP2.754.462.35-1.6919/06/2025
Morningstar EZN 1-3Y Core Bd GR EUR4.975.842.28-0.4219/06/2025
Morningstar ASEAN TME NR USD-6.557.572.084.1619/06/2025
Morningstar Gbl Trsy Bd GR Hdg GBP1.814.092.08-1.0819/06/2025
Markit iBoxx ALBI TR USD-1.135.142.020.5519/06/2025
MSCI Germany Small Cap NR EUR21.0912.501.982.7919/06/2025
Morningstar Sweden Core Bd GR SEK8.975.991.90-1.8419/06/2025
Morningstar Finland TME NR EUR16.0211.231.902.6319/06/2025
Morningstar EZN 1-3 Yr Tsy Bd GR EUR4.835.611.90-0.6419/06/2025
Morningstar Gbl Health NR USD-6.97-9.991.872.5819/06/2025
Morningstar EZN Core Bd GR EUR4.235.461.76-2.9319/06/2025
Morningstar Gbl Corp Bd GR USD-1.161.511.72-1.5619/06/2025
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 25-5.693.181.716.1402/04/2020
Morningstar EZN Trsy Inf-Lnkd GR EUR4.884.101.700.6619/06/2025
Morningstar Global Bas Mat TME NR USD1.76-4.951.576.9019/06/2025
Bloomberg Pan Euro Agg TR EUR4.055.061.56-3.0819/06/2025
Morningstar Gbl Corp Bd GR Hdg USD-4.100.081.55-1.1319/06/2025
Morningstar Asia USD Brd Mkt GR USD-3.520.421.50-1.4019/06/2025
FTSE SEK EuroDep 3 Mon SEK7.885.211.48-0.4319/06/2025
Morningstar Gbl Core Bd GR Hdg CHF3.312.641.47-2.0419/06/2025
Markit iBoxx ALBI Hong Kong TR HKD-3.281.081.40-0.4119/06/2025
FTSE Danish GBI 1-3 Yr DKK4.394.561.35-1.0619/06/2025
Morningstar USD 1M Cash TR USD-4.83-0.631.321.1519/06/2025
ICE BofA USD 3M Dep OR CM TR USD-4.84-0.471.281.1319/06/2025
FTSE Danish GBI 3-5 Yr DKK3.924.581.28-1.8419/06/2025
Bloomberg US Corp 1-3 Yr TR USD-4.310.601.280.5419/06/2025
Markit iBoxx ALBI Indonesia TR IDR-3.622.961.252.8919/06/2025
FTSE/JSE ALB 1-3 Yr TR ZAR1.433.221.214.7319/06/2025
Morningstar US 0-1 Core exYnk TR USD-4.88-0.461.211.0119/06/2025
Morningstar Gbl Real Est TME NR USD-1.426.231.181.8619/06/2025
Morningstar EZN Trsy Bd GR EUR4.025.151.15-3.3519/06/2025
Morningstar US Real Est NR USD-4.494.941.133.6219/06/2025
FTSE Swedish GBI 1-3 Yr SEK8.235.931.11-1.3719/06/2025
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 25-8.820.131.025.1902/04/2020
Morningstar DM Eur Real Est NR EUR11.859.831.00-1.0419/06/2025
Morningstar Gbl Core Bd GR Hdg EUR4.594.070.98-3.1319/06/2025
Morningstar Gbl Trsy Bd GR Hdg CHF2.932.140.90-2.2919/06/2025
Morningstar US Corp Bd TR USD-3.98-0.830.88-1.7419/06/2025
Morningstar China 50/50 NR USD1.588.990.71-2.6519/06/2025
Morningstar US 1-3Y Core Bd TR USD-4.480.540.64-0.1219/06/2025
Morningstar Gbl Upstm Nat Res NR USD5.17-0.250.4110.4319/06/2025
Morningstar Gbl Trsy Bd GR Hdg EUR4.213.570.41-3.3719/06/2025
STeFI Composite ZAR0.531.600.333.5920/06/2025
Morningstar China TME NR USD6.2716.450.26-3.0519/06/2025
Morningstar Middle East & Africa NR USD-4.003.780.219.2419/06/2025
Morningstar US 1-3 Yr Govt Bd TR USD-4.55-0.190.16-0.3919/06/2025
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR-9.07-1.870.096.5302/04/2020
Morningstar Gbl Core Bd GR Hdg USD-4.71-0.620.05-1.9319/06/2025
Bloomberg Gbl Infl Linked Sweden TR USD7.173.770.02-0.4119/06/2025
Morningstar ZAR 1M Cash GR ZAR0.421.460.023.3619/06/2025
Tel Aviv SE Makams T-Bill TR ILS-0.834.95-0.150.0819/06/2025
Tel Aviv SE All Bond-1.266.73-0.25-0.5119/06/2025
Tel Aviv SE Gen Bond CPI Linked TR ILS-1.696.13-0.28-0.0319/06/2025
Morningstar EZN 10+Y Core Bd GR EUR1.592.63-0.40-7.0919/06/2025
Morningstar Gbl Trsy Inf-Lnkd GR Hdg GBP2.581.80-0.49-1.4319/06/2025
Morningstar Gbl Trsy Bd GR Hdg USD-5.04-1.10-0.55-2.2219/06/2025
Markit iBoxx ALBI China Onshore TR CNY-4.561.00-0.592.6119/06/2025
Morningstar US Core Bd TR USD-4.02-1.29-0.65-2.5519/06/2025
Bloomberg Global Aggregate TR USD-1.331.00-0.66-3.0119/06/2025
Morningstar APAC Real Est TME NR USD4.235.88-0.90-2.2619/06/2025
Morningstar Gbl Core Bd GR USD-1.510.71-1.01-3.7419/06/2025
Morningstar Gbl Core Bd GR Hdg NOK7.533.82-1.19-3.5819/06/2025
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR-12.07-8.04-1.253.7429/03/2020
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd-8.30-3.90-1.323.0629/03/2020
Morningstar US TIPS TR USD-3.20-0.89-1.37-0.2319/06/2025
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 25-18.83-9.81-1.521.8302/04/2020
Markit iBoxx ALBI China Offshore TR CNH-2.330.65-1.531.3219/06/2025
Morningstar US Govt Bd TR USD-4.12-1.83-1.55-3.2719/06/2025
Morningstar UK Core Bd GR GBP2.401.18-1.98-5.1319/06/2025
Morningstar Gbl Trsy Inf-Lnkd GR Hdg EUR5.001.27-2.08-3.6819/06/2025
Tel Aviv SE All Gov Bond TR ILS-1.705.93-2.16-2.5119/06/2025
Morningstar Gbl Trsy Bd GR USD-1.190.66-2.17-4.9119/06/2025
Morningstar Gbl Trsy Inf-Lnkd GR USD-0.32-1.01-2.50-2.8219/06/2025
ICE BofA AsianDollar HYCp CN Is TR USD-1.155.98-2.78-15.0319/06/2025
Morningstar Gbl Trsy Inf-Lnkd GR Hdg USD-4.35-3.30-2.93-2.4619/06/2025
Tel Aviv SE Gov Bond - CPI Linked TR ILS-3.154.52-3.06-2.2219/06/2025
Morningstar UK Gilt Bd GR GBP2.250.23-3.21-6.2819/06/2025
Vietnam VN Index-2.90-2.41-3.604.9619/06/2025
Morningstar China Large Cap CNY-6.335.89-4.071.6519/06/2025
Morningstar Gbl Agricul Inputs NR USD14.4517.97-4.7111.1919/06/2025
Morningstar Indonesia NR IDR-11.46-3.82-7.020.6019/06/2025
Morningstar UK Trsy Inf-Lnkd GR GBP0.45-5.88-7.66-8.7619/06/2025
MSCI China A Onshore NR CNY-6.796.62-7.83-1.2719/06/2025
Morningstar Jpn Core Bd GR JPY-2.29-0.89-8.16-9.6519/06/2025
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-44.45-40.37-23.35-10.1729/03/2020
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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