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
Athens Exchange Athex Composite TR8.8424.8423.9317.9601/03/2024
Morningstar Denmark TME NR USD13.3233.0223.7524.0901/03/2024
Morningstar Global Enrg TME NR USD3.623.2822.317.8601/03/2024
Morningstar Turkey TME NR EUR12.131.3221.6110.8701/03/2024
Morningstar Gbl Tech TME NR USD12.0147.6517.0624.1201/03/2024
Morningstar India TME NR USD6.9530.3416.7315.1901/03/2024
FTSE Italia AllShare TR EUR7.0719.6615.7813.0901/03/2024
Morningstar US Lrg Core TR EUR10.2523.8415.6916.5301/03/2024
Morningstar US Lrg TR EUR9.8030.1715.1516.5701/03/2024
Morningstar EM Americas TME NR USD-3.7216.9615.094.2101/03/2024
S&P 500 TR USD8.7825.3714.9815.8401/03/2024
Morningstar Brazil TME NR USD-4.6622.4914.872.9901/03/2024
Morningstar US Core TR EUR8.9219.0914.3115.3701/03/2024
Morningstar US Lrg Val TR EUR4.8110.3914.0211.0001/03/2024
Morningstar US TME NR USD8.6125.1713.5415.1601/03/2024
Morningstar US LM NR USD8.7924.9813.2915.0401/03/2024
Morningstar US Val TR EUR3.958.5613.2810.6001/03/2024
Morningstar US Market TR EUR8.4524.2413.1315.1501/03/2024
Morningstar US Market TR USD8.4524.2413.1315.1501/03/2024
Morningstar US Market TR GBP8.4524.2413.1315.1501/03/2024
Morningstar US LM Brd Val NR USD5.9512.5113.0511.6801/03/2024
Morningstar Poland TME NR EUR4.9345.3612.983.2201/03/2024
Morningstar France TME NR EUR4.037.5112.7110.4801/03/2024
Morningstar US LM Brd Growth NR USD11.5337.9212.6517.5901/03/2024
Morningstar DM Eur 100 GR EUR4.0211.1512.6010.4401/03/2024
Morningstar US Market Ext NR USD8.2023.1312.3014.4501/03/2024
Morningstar Ezn 50 GR EUR7.1916.3012.2711.3701/03/2024
Morningstar US High Div Yld NR USD4.615.7011.839.4601/03/2024
Morningstar US Mid Val TR EUR2.834.7111.649.5801/03/2024
Morningstar Gbl Val TME NR USD4.2210.3111.159.5601/03/2024
Morningstar Gbl Upstm Nat Res NR USD-4.48-11.3210.669.0901/03/2024
Morningstar Gbl Fin Svc TME NR USD5.6910.1810.479.2001/03/2024
Morningstar Canada TME NR USD1.695.8410.449.6901/03/2024
Morningstar US Mid Core TR EUR4.705.7010.3711.6301/03/2024
DJ Islamic World TR USD6.7823.3410.3414.0729/02/2024
Morningstar Gbl High Div Yld NR USD3.176.4510.318.3301/03/2024
Morningstar Spain TME NR EUR-0.558.0110.034.6901/03/2024
Morningstar Austria TME NR EUR-2.12-2.6110.035.9801/03/2024
Morningstar Gbl Health TME NR USD6.489.129.9910.0701/03/2024
Morningstar Gbl TME NR USD6.4917.859.9411.5901/03/2024
Morningstar MEA NR USD1.021.439.706.5801/03/2024
Morningstar US Sml Val TR EUR-0.690.079.658.6101/03/2024
Morningstar DM Eur Div Yld >2.5% NR EUR-0.652.409.536.3701/03/2024
MSCI Europe Value NR EUR-0.892.989.495.6401/03/2024
Morningstar DM Eur TME NR EUR3.028.029.328.4901/03/2024
Morningstar Nordic TME NR EUR5.2513.319.2712.3201/03/2024
Morningstar DM Eur xUK TME NR EUR3.9910.309.269.5601/03/2024
S&P Global Water TR1.676.459.2312.0401/03/2024
Morningstar Gbl All Cap TME NR USD6.0416.379.0711.1001/03/2024
Morningstar DM Ezn TME NR EUR5.059.879.058.7101/03/2024
Morningstar US Mid TR EUR5.729.999.0412.0201/03/2024
Morningstar US Lrg Growth TR EUR12.5943.448.7715.3001/03/2024
FTSE/JSE SA Listed Property TR ZAR0.756.328.77-4.4901/03/2024
Morningstar Switzerland TME NR CHF-1.464.928.779.4301/03/2024
MSCI Europe Growth NR EUR6.5412.458.7210.5001/03/2024
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR4.2910.908.7110.5529/02/2024
Morningstar US Mid Core PR EUR4.473.848.669.8501/03/2024
Euronext AEX All Share TR EUR7.3211.368.6110.3201/03/2024
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR3.8114.278.6011.4629/02/2024
Morningstar US Mid NR USD5.649.398.5111.4701/03/2024
S&P Global Infrastructure TR USD-2.58-
Morningstar Gbl Growth TME NR USD8.6725.788.2413.0201/03/2024
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR1.5715.708.208.3129/02/2024
Tel Aviv SE TA 125 TR ILS6.6711.978.178.1029/02/2024
Morningstar EAA USD Agg Tgt Alloc NR USD4.8112.718.059.3801/03/2024
Morningstar UK Adv Tgt Alloc NR GBP4.0711.877.918.6601/03/2024
Morningstar US Growth TR EUR8.5029.357.7715.7001/03/2024
Morningstar US Sml Core TR EUR3.898.707.769.7801/03/2024
MSCI EAFE NR USD4.009.337.667.8601/03/2024
Morningstar UK All Cap TME NR GBP-0.540.487.654.6001/03/2024
Morningstar US Mod Tgt Alloc NR USD4.3912.017.558.9901/03/2024
FTSE AllSh TR GBP-0.331.007.515.0701/03/2024
Morningstar EU Agg Gbl Tgt Alloc NR EUR4.1012.117.268.7101/03/2024
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR0.4014.717.157.1629/02/2024
MSCI Australia NR USD-0.453.777.138.1801/03/2024
Markit iBoxx ALBI Indonesia TR IDR-0.04-0.667.067.5601/03/2024
Morningstar EU Agg Tgt Alloc NR EUR2.618.506.957.6501/03/2024
Morningstar Taiwan TME NR USD4.3214.816.7417.1301/03/2024
Morningstar Gbl Biotechnology NR USD7.2215.326.5711.1101/03/2024
Red Rocks Gbl Listed Private Eqty TR USD4.5521.756.2510.7001/03/2024
MSCI AC Asia Pacific ex Japan HDY NR USD1.
Morningstar Japan TME NR JPY9.7521.416.008.2001/03/2024
FTSE EPRA Nareit Switzerland TR EUR-7.3711.805.937.5701/03/2024
Morningstar USD 1M Cash TR USD1.68-0.065.932.9501/03/2024
MSCI AC Asia Ex JPN Small Cap NR USD1.2311.035.889.2701/03/2024
ICE BofA USD 3M Dep OR CM TR USD1.65-0.075.793.0401/03/2024
Morningstar EAA USD Mod Tgt Alloc NR USD3.067.905.686.4901/03/2024
Morningstar Gbl Util TME NR USD-2.61-0.725.664.5401/03/2024
Morningstar US 0-1 Core exYnk TR USD1.56-0.035.592.9901/03/2024
Morningstar US Real Est NR USD-1.000.905.584.0101/03/2024
Morningstar Gbl SMID NR USD3.307.075.548.5301/03/2024
Morningstar UK Mod Adv Tgt Alloc NR GBP2.749.725.496.3601/03/2024
Morningstar Germany TME NR EUR4.139.585.306.6501/03/2024
FTSE 100 PR GBP-0.66-2.945.251.5701/03/2024
Morningstar US HY Bd TR USD1.275.745.245.1501/03/2024
Morningstar Global Bas Mat TME NR USD-2.95-
Markit iBoxx ALBI China Onshore TR CNY0.88-3.324.753.8701/03/2024
Morningstar CHF 1M Cash GR CHF-3.932.214.553.1101/03/2024
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR-2.5012.234.504.2229/02/2024
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2.5311.284.488.7329/03/2020
Morningstar US Sml TR EUR2.747.164.418.6001/03/2024
Morningstar Sweden TME NR EUR2.389.344.3210.1201/03/2024
Morningstar Gbl HY Bd GR USD0.996.064.164.6001/03/2024
Morningstar Indonesia NR IDR1.25-
Bloomberg US Corp 1-3 Yr TR USD1.180.324.022.9801/03/2024
Morningstar ASEAN TME NR USD-1.30-5.083.841.5201/03/2024
Morningstar US Mid Growth TR EUR9.4220.253.8312.9901/03/2024
Morningstar Gbl Agricul Inputs NR USD-0.61-27.003.835.7701/03/2024
MSCI Switzerland Small Cap NR CHF-2.75-0.773.749.7401/03/2024
Morningstar Gbl HY Bd GR Hdg CHF-4.087.633.554.9601/03/2024
Morningstar US Con Tgt Alloc NR USD1.654.423.524.4701/03/2024
Morningstar EM SMID TME NR USD2.138.343.486.2001/03/2024
Morningstar Norway TME NR USD-6.31-3.953.373.1301/03/2024
FTSE Swiss GBI 1-3 Yr CHF-3.982.063.352.4401/03/2024
Morningstar US 1-3Y Core Bd TR USD1.01-0.393.312.2901/03/2024
Morningstar US 1-3 Yr Govt Bd TR USD0.91-0.703.252.1801/03/2024
Morningstar EAA USD Cau Tgt Alloc NR USD1.252.963.153.4301/03/2024
Morningstar Portugal TME NR EUR-12.53-8.473.003.9101/03/2024
Morningstar UK Mod Tgt Alloc NR GBP1.728.372.984.5001/03/2024
Vietnam VN Index10.4010.412.954.8201/03/2024
MSCI Frontier Markets NR USD2.344.912.953.5101/03/2024
Morningstar UK HY Bd GR GBP2.4713.622.864.7601/03/2024
Morningstar EU Mod Gbl Tgt Alloc NR EUR1.687.442.824.8501/03/2024
Morningstar US Sml Ext NR USD2.525.382.707.7901/03/2024
Morningstar Gbl Renew Enrg NR USD-1.87-3.442.708.4201/03/2024
JPM CEMBI Broad Diversified TR USD2.243.712.623.6801/03/2024
Morningstar EU Mod Tgt Alloc NR EUR0.765.782.564.2501/03/2024
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd0.708.472.545.8029/02/2024
Morningstar US TIPS TR USD0.47-2.032.503.6001/03/2024
Markit iBoxx ALBI China Offshore TR CNH0.54-5.992.482.8901/03/2024
Morningstar Japan Sml NR JPY1.347.122.483.4901/03/2024
Morningstar DM APAC xJpn TME NR USD-2.28-4.392.424.5701/03/2024
Tel Aviv SE Makams T-Bill TR ILS2.332.512.382.3029/02/2024
Morningstar Gbl Com Svc TME NR USD8.9831.062.289.0801/03/2024
Morningstar GBP 1M Cash GR GBP0.894.932.281.5101/03/2024
Markit iBoxx ALBI Hong Kong TR HKD-0.610.482.222.2401/03/2024
FTSE/JSE All Bond TR ZAR-3.40-3.061.842.5501/03/2024
Morningstar Swzld Core Bd GR CHF-4.587.701.832.3601/03/2024
FTSE EPRA Nareit Global TR USD-2.99-2.311.831.1601/03/2024
Markit iBoxx ALBI TR USD-1.03-1.871.772.7001/03/2024
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 25-5.693.181.716.1402/04/2020
MSCI Europe ex UK Small Cap NR EUR-0.70-1.171.687.4201/03/2024
Morningstar Dev Eur SMID TME NR EUR0.163.491.665.6401/03/2024
FTSE/JSE All Share TR ZAR-8.62-13.311.563.9101/03/2024
FTSE/JSE ALB 1-3 Yr TR ZAR-2.84-2.031.552.2701/03/2024
Morningstar DM Ezn SMID TME NR EUR0.550.391.554.8701/03/2024
Bloomberg Global Aggregate TR Hdg USD0.050.651.521.9701/03/2024
Tel Aviv SE Gen Bond CPI Linked TR ILS2.153.041.433.0729/02/2024
Markit iBoxx ALBI Singapore TR SGD-2.33-0.531.412.3101/03/2024
Morningstar Gbl HY Bd GR Hdg GBP0.7310.951.353.2401/03/2024
Euronext Paris CAC Mid&Small NR EUR0.31-7.611.213.3201/03/2024
Tel Aviv SE Yeter- Rest of shares TR ILS9.7620.451.207.0929/02/2024
Morningstar Gbl Corp Bd GR Hdg USD-
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 25-8.820.131.025.1902/04/2020
Morningstar UK SMID Cap TME NR GBP-0.796.210.963.2201/03/2024
Morningstar Gbl Core Bd GR Hdg USD0.040.420.881.5501/03/2024
Morningstar EZN HY Bd GR EUR-0.126.320.812.7001/03/2024
FTSE EUR EuroDep 3 Mon EUR-0.53-0.210.790.3901/03/2024
Tel Aviv SE All Bond2.043.370.752.5729/02/2024
Morningstar EUR 1M Cash GR EUR-0.52-0.260.740.3401/03/2024
STeFI Composite ZAR-2.60-2.650.630.7201/03/2024
Morningstar ZAR 1M Cash GR ZAR-2.20-2.250.620.4701/03/2024
Euronext BEL 20 NR EUR-1.32-5.980.622.3101/03/2024
Morningstar DM Ezn Sml TME NR EUR-0.82-1.860.615.0501/03/2024
Morningstar Gbl Trsy Inf-Lnkd GR Hdg USD-0.86-2.200.591.8501/03/2024
Morningstar US Corp Bd TR USD-0.491.520.582.7201/03/2024
JPM GBI-EM Global Diversified TR USD-1.182.970.510.9201/03/2024
Morningstar EM Sov Bd GR USD-0.603.030.501.5601/03/2024
Morningstar UK Mod Caut Tgt Alloc NR GBP0.566.750.412.4101/03/2024
MSCI Singapore NR SGD-2.39-4.880.270.2401/03/2024
FTSE Polish GBI PLN-0.2515.720.251.1801/03/2024
Morningstar US Core Bd TR USD-0.47-
Morningstar APAC TME NR USD3.816.870.155.6301/03/2024
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR-9.07-1.870.096.5302/04/2020
S&P Pan Africa TR-7.36-8.750.090.8901/03/2024
Morningstar US Govt Bd TR USD-0.30-
Morningstar Gbl HY Bd GR Hdg EUR-0.675.43-0.082.2001/03/2024
Tel Aviv SE Gov Bond - CPI Linked TR ILS1.48-2.18-0.152.3529/02/2024
Morningstar UK 1-3Y Core Bd GR GBP-0.293.59-0.170.3501/03/2024
Morningstar EZN Trsy Inf-Lnkd GR EUR-2.75-0.94-0.231.8301/03/2024
Bloomberg Euro Agg Corp 1-3 Yr TR EUR-1.131.09-0.290.2601/03/2024
Morningstar Asia USD Brd Mkt GR USD0.710.56-0.321.7301/03/2024
Bloomberg Global Aggregate TR Hdg CHF-5.512.25-0.381.6601/03/2024
Morningstar Dev Eur Sml TME NR EUR-1.31-0.17-0.404.5901/03/2024
Markit iBoxx GBP NonGilts 1-5 TR-0.405.32-0.610.7601/03/2024
MSCI AC Asia Pacific NR USD3.695.71-0.735.1901/03/2024
Morningstar Gbl Corp Bd GR USD-1.121.92-0.861.5401/03/2024
Morningstar Gbl Corp Bd GR Hdg CHF-5.833.48-0.992.1301/03/2024
Morningstar EZN 1-3Y Core Bd GR EUR-1.52-0.06-1.02-0.4301/03/2024
Tel Aviv SE All Gov Bond TR ILS1.48-0.26-1.021.5529/02/2024
Morningstar Gbl Core Bd GR Hdg CHF-5.521.91-1.061.2201/03/2024
Morningstar EZN 1-3 Yr Tsy Bd GR EUR-1.63-0.38-1.15-0.5501/03/2024
Morningstar Gbl Gold NR USD-13.38-10.40-1.176.4701/03/2024
Morningstar Asia 50/50 NR USD0.750.62-1.213.4901/03/2024
MSCI Nordic Countries Small Cap NR USD0.990.10-1.247.4701/03/2024
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
FTSE Danish GBI 1-3 Yr DKK-1.47-0.53-1.37-0.9001/03/2024
Refinitiv Global CB TR USD0.722.46-1.436.9901/03/2024
Morningstar EU Cau Gbl Tgt Alloc NR EUR-0.732.99-1.470.9801/03/2024
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 25-18.83-9.81-1.521.8302/04/2020
Markit iBoxx EUR Corp Subordinated TR-0.925.02-1.571.0701/03/2024
Morningstar EU Cau Tgt Alloc NR EUR-1.072.83-1.730.7101/03/2024
Refinitiv Europe CB TR EUR0.391.25-1.890.8801/03/2024
FTSE SEK EuroDep 3 Mon SEK-0.93-0.37-2.05-0.4801/03/2024
Morningstar UK Cau Tgt Alloc NR GBP-0.375.17-2.160.4401/03/2024
Bloomberg Global Aggregate TR USD-1.71-1.83-2.34-0.0401/03/2024
Bloomberg Global Aggregate TR Hdg GBP-0.745.35-2.390.2301/03/2024
Morningstar EM TME NR USD1.212.48-2.393.6601/03/2024
Morningstar Thailand TME NR USD-8.38-19.60-2.44-2.0901/03/2024
FTSE Danish GBI 3-5 Yr DKK-2.131.08-2.54-1.4501/03/2024
Bloomberg Gbl Infl Linked Sweden TR USD-2.82-1.60-2.56-0.8101/03/2024
Morningstar Gbl Trsy Inf-Lnkd GR USD-1.87-1.77-2.570.3201/03/2024
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR0.814.94-2.631.2429/02/2024
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-2.003.51-2.700.7829/02/2024
JPM CEMBI Broad Diversified Hdg TR EUR0.043.20-2.830.6501/03/2024
Morningstar Gbl Corp Bd GR Hdg GBP-1.076.74-2.960.6601/03/2024
Morningstar UK Small Cap TME NR GBP-2.65-2.34-2.970.3201/03/2024
Morningstar Gbl Core Bd GR Hdg GBP-0.755.08-3.03-0.1901/03/2024
JPM ACI Non Investment Grade TR USD5.94-0.99-3.05-0.3801/03/2024
Morningstar Gbl Core Bd GR USD-1.71-2.08-3.18-0.6701/03/2024
Morningstar Gbl Trsy Inf-Lnkd GR Hdg GBP-1.652.28-3.400.0701/03/2024
Morningstar EZN Corp Bd GR EUR-2.092.97-3.42-0.7601/03/2024
Morningstar Finland TME NR EUR-3.43-15.10-3.471.0201/03/2024
Bloomberg Global Aggregate TR Hdg EUR-2.120.11-3.82-0.9301/03/2024
FTSE Swedish GBI 1-3 Yr SEK-1.95-0.80-3.85-1.7201/03/2024
Morningstar US Sml Grt TR EUR5.0113.42-3.946.5901/03/2024
MSCI Sweden Small Cap NR SEK-1.62-0.04-4.387.5101/03/2024
Cat 50%Citi PolishGBI&50%MSCI Poland NR-16.62-18.22-4.380.1029/03/2020
Morningstar Gbl Corp Bd GR Hdg EUR-2.441.42-4.38-0.4601/03/2024
Morningstar Gbl Core Bd GR Hdg EUR-2.13-0.17-4.46-1.3501/03/2024
Morningstar Asia xJpn TME NR USD1.12-0.63-4.493.4901/03/2024
Morningstar Korea TME NR USD-2.339.15-4.524.7801/03/2024
Morningstar Gbl Trsy Inf-Lnkd GR Hdg EUR-3.04-2.88-4.75-1.0601/03/2024
Morningstar Sweden Core Bd GR SEK-2.670.66-4.86-1.8201/03/2024
Morningstar UK Corp Bd GR GBP-1.866.55-4.88-0.4301/03/2024
Refinitiv Global Hgd CB TR EUR-0.672.86-5.055.0301/03/2024
Morningstar APAC xJpn TME NR USD0.83-0.05-5.053.1201/03/2024
Morningstar EM Sov Bd GR Hdg EUR-2.782.17-5.14-1.6501/03/2024
Morningstar EZN Core Bd GR EUR-2.632.19-5.28-1.6201/03/2024
MSCI Germany Small Cap NR EUR-5.29-9.37-5.333.8501/03/2024
Bloomberg Pan Euro Agg TR EUR-2.592.49-5.37-1.7301/03/2024
Morningstar EZN Trsy Bd GR EUR-2.851.98-5.78-1.6501/03/2024
Morningstar APAC Real Est TME NR USD-1.88-7.12-5.94-3.8201/03/2024
Morningstar DM Eur Real Est NR EUR-9.03-0.81-6.66-2.9401/03/2024
Morningstar Gbl Core Bd GR Hdg NOK-3.56-2.38-6.79-3.3301/03/2024
Morningstar China Large Cap CNY4.29-15.07-7.092.2101/03/2024
Morningstar UK Core Bd GR GBP-2.942.39-7.57-2.9901/03/2024
Morningstar BRIC TME NR USD1.53-1.39-7.590.5901/03/2024
Morningstar UK Gilt Bd GR GBP-3.351.44-8.59-3.7301/03/2024
Morningstar Jpn Core Bd GR JPY-5.76-14.71-9.30-5.8701/03/2024
FTSE EPRA Nareit Eurozone TR EUR-11.37-2.47-9.99-5.9101/03/2024
Morningstar China 50/50 NR USD-0.09-11.77-10.56-1.8401/03/2024
Morningstar UK Trsy Inf-Lnkd GR GBP-4.62-0.92-10.77-5.0001/03/2024
MSCI China A Onshore NR CNY0.92-22.23-11.001.1701/03/2024
Morningstar EZN 10+Y Core Bd GR EUR-3.884.49-11.26-3.2001/03/2024
MSCI Golden Dragon NR USD-0.07-12.06-11.510.1901/03/2024
Hang Seng HSI GR HKD-2.22-20.47-12.15-6.5901/03/2024
Morningstar China TME NR USD-1.31-20.44-17.92-4.3601/03/2024
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-44.45-40.37-23.35-10.1729/03/2020
Morningstar EM Eur TME NR EUR7.808.22-23.35-13.7401/03/2024
ICE BofA AsianDollar HYCp CN Is TR USD6.63-26.09-25.32-14.1901/03/2024
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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