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
S&P Global Clean Energy TR USD101.12111.0242.3226.3130/11/2020
MSCI World/Information Tech NR USD34.9437.2325.5827.1030/11/2020
Morningstar US Growth TR EUR38.0038.4424.5422.6330/11/2020
Morningstar US Large Growth TR EUR34.2635.6224.0322.3130/11/2020
Morningstar US Mid Growth TR EUR38.3036.9523.1421.8530/11/2020
Russell 1000 Growth TR USD31.3832.1522.0322.4730/11/2020
EMIX Global Mining Global Gold TR USD19.4528.1218.4526.0030/11/2020
MSCI Taiwan NR USD28.4134.6817.7721.6801/12/2020
MSCI ACWI Growth NR USD26.1227.4916.8318.2230/11/2020
Morningstar US Small Growth TR EUR29.8227.4116.8018.2030/11/2020
MSCI Sweden Small Cap NR SEK29.0835.1615.9215.2501/12/2020
DJ Islamic World TR USD21.8123.5415.3317.2830/11/2020
Morningstar US Large Cap TR EUR16.1916.9715.1517.6930/11/2020
MSCI Denmark NR DKK32.7435.6314.7113.6001/12/2020
Russell 1000 TR USD15.1615.6914.1917.0030/11/2020
Morningstar US Market TR EUR15.0015.4513.9416.8730/11/2020
Morningstar US Market TR USD15.0015.4513.9416.8730/11/2020
Morningstar US Market TR GBP15.0015.4513.9416.8730/11/2020
Russell 3000 TR USD14.7915.3213.7216.7230/11/2020
S&P 500 TR USD13.1413.8013.6916.7630/11/2020
Refinitiv Global CB TR USD27.3127.3013.3413.3401/12/2020
MSCI Nordic Countries Small Cap NR USD23.3828.9812.4114.7101/12/2020
NASDAQ Biotechnology TR USD19.9618.2112.388.5330/11/2020
Morningstar US Large Core TR EUR13.1814.4212.3616.8130/11/2020
MSCI World/Health Care NR USD9.2710.3312.1312.2030/11/2020
Refinitiv Global Hgd CB TR EUR33.7235.2412.0114.0601/12/2020
Morningstar US Mid Cap TR EUR12.6512.2711.8215.3730/11/2020
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR16.2616.4111.8013.3230/11/2020
MSCI World/Comm Services NR USD17.6817.1511.7411.3030/11/2020
Morningstar US Core TR EUR11.5012.3311.5215.8930/11/2020
Tel Aviv SE Yeter- Rest of shares TR ILS21.8620.5311.2517.2701/12/2020
S&P Global Water TR10.1312.3611.0615.0430/11/2020
Russell Mid Cap TR USD11.0010.8710.7714.4730/11/2020
FTSE EPRA Nareit Switzerland TR EUR-9.60-5.6310.3212.8001/12/2020
MSCI Golden Dragon NR USD21.5527.5210.1116.9930/11/2020
MSCI World NR USD10.3310.9610.0213.5730/11/2020
MSCI Nordic Countries NR EUR20.7623.929.7911.4801/12/2020
MSCI Switzerland NR CHF5.757.809.7811.2201/12/2020
MSCI ACWI NR USD10.2411.439.4913.5330/11/2020
Cat 25%Barclays US Agg TR&75%FTSE Wld TR9.9410.089.3912.5030/11/2020
NASDAQ OMX Helsinki Benchmark Cap GR EUR17.3121.359.3615.0930/11/2020
Morningstar Metals Cmdty TR USD16.6818.839.3511.8730/11/2020
Morningstar US Mid Core TR EUR8.027.589.3513.4430/11/2020
FTSE EMU GBI 10+ Yr EUR17.2113.799.3111.6630/11/2020
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR14.7616.539.2612.3330/11/2020
MSCI China NR USD25.0432.269.2516.9030/11/2020
Morningstar China 50/50 NR USD16.2618.289.2512.8730/11/2020
MSCI Sweden NR SEK19.9522.999.0111.0801/12/2020
Morningstar China Large Cap CNY28.4334.448.688.3901/12/2020
Cat 50%Barclays US Agg TR&50%FTSE Wld TR9.218.418.4510.7630/11/2020
MSCI China A Onshore NR CNY33.5141.268.286.8301/12/2020
Red Rocks Gbl Listed Private Eqty TR USD3.866.018.1613.1130/11/2020
MSCI Europe Growth NR EUR8.619.668.1210.5330/11/2020
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 254.1916.987.829.3209/02/2020
BBgBarc US Corp Bond TR USD8.576.347.729.0730/11/2020
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR9.259.717.6710.1830/11/2020
MSCI Russia NR USD-21.15-16.677.5914.5030/11/2020
Russell 2000 TR USD9.5610.067.5912.9330/11/2020
Morningstar US Mid Core PR EUR6.395.727.5011.4830/11/2020
Morningstar Asia 50/50 NR USD11.1211.767.4411.5430/11/2020
Euronext AEX All Share TR EUR11.0812.487.4413.0501/12/2020
MSCI BRIC NR USD10.9516.687.4415.9030/11/2020
MSCI World/Utilities NR USD2.023.487.4312.1130/11/2020
Cat 75%Barclays US Agg TR&25%FTSE Wld TR8.066.367.308.8830/11/2020
MSCI AC Asia Ex Japan NR USD16.1620.977.2414.7130/11/2020
MSCI AC Asia Pac Ex JPN NR USD13.9317.687.1714.2630/11/2020
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR8.849.267.009.2830/11/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg USD6.894.646.978.5730/11/2020
MSCI World/Materials NR USD12.4314.296.8914.6730/11/2020
Morningstar EU Agg Gbl Tgt Alloc NR EUR7.758.676.8711.2430/11/2020
BBgBarc Gbl Agg Corp TR Hdg CHF12.5413.366.828.4730/11/2020
Morningstar US Small Cap TR EUR7.166.776.7812.1330/11/2020
MSCI Germany Small Cap NR EUR16.1920.876.7816.0801/12/2020
FTSE/JSE ALB 1-3 Yr TR ZAR1.224.116.7610.6201/12/2020
MSCI ACWI SMID NR USD7.988.866.7111.9730/11/2020
Tel Aviv SE TA 125 TR ILS-2.84-4.776.688.1101/12/2020
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 253.8615.366.629.1709/02/2020
MSCI AC Asia Pacific NR USD12.2714.456.5512.7830/11/2020
FTSE/JSE All Bond TR ZAR-3.570.476.549.8701/12/2020
BBgBarc Gbl Infl Linked TR Hdg USD7.764.756.498.2830/11/2020
BBgBarc Gbl Infl Linked US TIPS TR USD8.896.726.337.2230/11/2020
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd13.3214.046.279.3530/11/2020
ICE BofA AsianDollar HYCp CN Is TR USD5.834.476.279.7830/11/2020
BBgBarc Gbl Agg Corp TR USD8.186.536.218.4330/11/2020
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 253.7614.836.219.0609/02/2020
BBgBarc US Corporate High Yield TR USD4.323.906.1710.2530/11/2020
JPM CEMBI Broad Diversified TR USD4.773.296.109.1330/11/2020
Markit iBoxx ALBI TR USD6.976.176.108.2701/12/2020
Morningstar UK Adv Tgt Alloc NR GBP3.364.896.039.9230/11/2020
BBgBarc US Agg Bond TR USD6.533.955.946.8730/11/2020
MSCI Europe ex UK Small Cap NR EUR12.1215.145.9212.9030/11/2020
FTSE US GBI USD7.414.275.856.2930/11/2020
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR3.3813.745.799.9809/02/2020
Russell 1000 Value TR USD-1.76-1.445.7411.0830/11/2020
Markit iBoxx ALBI Singapore TR SGD7.336.815.688.0601/12/2020
JPM Asia Credit TR USD4.772.645.687.9801/12/2020
ICE BofA Gbl HY Constnd TR USD4.634.335.6610.1030/11/2020
MSCI Australia NR USD2.541.615.6411.0501/12/2020
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR1.8712.175.639.3209/02/2020
BBgBarc Global Aggregate TR Hdg USD4.451.775.616.9030/11/2020
BBgBarc Global Aggregate TR Hdg CHF10.0910.395.526.8630/11/2020
Morningstar EU Mod Gbl Tgt Alloc NR EUR8.768.875.489.6930/11/2020
Tel Aviv SE Gov Bond - CPI Linked TR ILS4.502.955.488.4501/12/2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR0.055.805.477.7902/02/2020
Morningstar US Large Val TR EUR-4.74-4.835.4411.6130/11/2020
BBgBarc Gbl Infl Linked TR USD9.427.585.447.3930/11/2020
MSCI EM NR USD9.3514.745.4013.4130/11/2020
Markit iBoxx ALBI China Offshore TR CNH8.647.295.396.6401/12/2020
Tel Aviv SE All Gov Bond TR ILS4.863.175.288.4801/12/2020
MSCI Korea NR USD25.4734.865.2614.3501/12/2020
BBgBarc Sterling Agg TR GBP6.605.505.255.2530/11/2020
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR7.139.825.2410.9930/11/2020
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR7.577.905.226.9730/11/2020
JPM EMBI Global Diversified TR USD2.502.105.138.9730/11/2020
FTSE WBIG Eastern Europe EUR7.727.205.068.6130/11/2020
Morningstar UK Mod Adv Tgt Alloc NR GBP2.363.455.027.9330/11/2020
BBgBarc Global Aggregate TR USD6.925.004.997.1730/11/2020
ICE BofA Sterling HY TR GBP3.524.774.966.4730/11/2020
Tel Aviv SE Gen Bond CPI Linked TR ILS3.711.954.958.7201/12/2020
MSCI Europe SMID NR EUR5.448.144.9310.0630/11/2020
TOPIX TR JPY8.698.494.9310.4601/12/2020
BBgBarc Gbl Agg Corp TR Hdg GBP6.786.894.924.7830/11/2020
Morningstar UK Mod Tgt Alloc NR GBP3.594.204.906.8330/11/2020
Tel Aviv SE All Bond4.342.584.908.7001/12/2020
Markit iBoxx ALBI Hong Kong TR HKD6.744.074.795.7201/12/2020
OSE Oslo Børs Mutual Fund TR NOK2.656.794.7411.5027/11/2020
Morningstar EU Agg Tgt Alloc NR EUR4.265.444.739.3530/11/2020
Morningstar US Small Core TR EUR-0.44-0.464.6810.9230/11/2020
Markit iBoxx GBP NonGilts TR5.855.734.675.3401/12/2020
BBgBarc Gbl Infl Linked TR Hdg GBP7.957.324.664.7230/11/2020
Euronext Paris CAC 40 NR EUR0.811.514.6010.1601/12/2020
MSCI Europe Ex UK NR EUR5.336.414.549.4030/11/2020
FTSE Act UK Cnvt Gilts All Stocks TR GBP5.764.354.534.6301/12/2020
MSCI India NR USD5.945.014.5310.8201/12/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR12.4311.764.518.9630/11/2020
JPM ACI Non Investment Grade TR USD2.280.574.448.4601/12/2020
FTSE EMU GBI EUR10.909.104.438.0930/11/2020
S&P Global Agribusiness Equity TR USD4.196.424.4110.2230/11/2020
Morningstar UK Mod Caut Tgt Alloc NR GBP3.924.104.395.3330/11/2020
MSCI Europe Small Cap NR EUR4.378.154.3810.3530/11/2020
Morningstar EU Mod Tgt Alloc NR EUR6.686.894.358.6530/11/2020
Morningstar US Value TR EUR-5.61-5.534.3310.9830/11/2020
MSCI Portugal NR EUR2.134.504.2811.5301/12/2020
MSCI Canada NR USD0.921.094.1710.2230/11/2020
MSCI Pacific Ex Japan NR USD0.430.494.1710.9430/11/2020
Morningstar UK Cau Tgt Alloc NR GBP4.764.384.164.2730/11/2020
BBgBarc Gbl Infl Linked TR Hdg EUR13.4612.014.138.7530/11/2020
MSCI World High Dividend Yield NR USD-3.89-3.304.099.6130/11/2020
Athens Exchange Athex Composite TR-9.55-8.524.0511.3401/12/2020
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR0.887.383.946.7509/02/2020
BBgBarc Pan Euro Agg TR EUR9.057.743.937.2030/11/2020
Morningstar DM Europe 100 GR EUR-
Morningstar EU Cau Gbl Tgt Alloc NR EUR9.178.383.907.9830/11/2020
FTSE EPRA Nareit Developed Europe TR EUR-7.38-5.133.806.6801/12/2020
ICE BofA Gbl HY Constnd TR HGBP3.164.843.806.0830/11/2020
Morningstar Eurozone 50 GR EUR3.644.073.808.9201/12/2020
BBgBarc Euro Agg Bond TR EUR9.878.423.797.8030/11/2020
BBgBarc Global Aggregate TR Hdg GBP4.714.353.753.2930/11/2020
MSCI EAFE NR USD2.233.063.748.7730/11/2020
FTSE Polish GBI PLN6.947.493.698.1930/11/2020
FTSE Japanese GBI JPY2.240.313.647.3530/11/2020
JPM CEMBI Broad Diversified Hdg TR EUR10.1110.243.649.5330/11/2020
Morningstar EU Cau Tgt Alloc NR EUR8.557.823.607.7130/11/2020
ICE BofA Gbl HY Constnd TR HEUR8.819.833.5310.4530/11/2020
Cat 50%Citi PolishGBI&50%MSCI Poland NR-0.90-4.763.473.9909/02/2020
FTSE Italia AllShare TR EUR1.831.883.448.2501/12/2020
BBgBarc Pan Euro HY Euro TR EUR7.367.853.409.6930/11/2020
BBgBarc US Aggregate 1-3 Yr TR USD2.15-0.033.344.6030/11/2020
MSCI EMU SMID NR EUR6.307.293.3410.9130/11/2020
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd11.4611.283.346.5030/11/2020
FTSE Swiss GBI CHF5.986.203.274.5630/11/2020
BBgBarc Global Aggregate TR Hdg EUR10.028.873.257.3530/11/2020
MSCI EMU Small Cap NR EUR6.348.043.2511.4730/11/2020
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd2.108.763.215.9509/02/2020
STeFI Composite ZAR-5.80-
JPM GBI-EM Global Diversified TR USD-1.520.132.998.0830/11/2020
BBgBarc Euro Agg Corps TR EUR8.497.792.977.9030/11/2020
MSCI Europe NR EUR-0.131.322.967.8130/11/2020
Refinitiv Europe CB TR EUR9.348.902.856.4901/12/2020
BBgBarc Euro Infln Lkd TR EUR8.797.862.847.0801/12/2020
STeFI 3 Month NCD ZAR-6.31-3.622.607.6901/12/2020
JPM EMBI Global Diversified Hedge TR EUR7.568.782.599.2730/11/2020
FTSE Swiss GBI 1-3 Yr CHF5.576.282.474.0930/11/2020
Tel Aviv SE Makams T-Bill TR ILS4.242.252.465.9701/12/2020
Morningstar US Mid Val TR EUR-7.50-7.092.4010.1430/11/2020
MSCI EMU NR EUR2.653.182.348.4930/11/2020
MSCI AC Asia Ex JPN Small NR USD17.7119.962.338.8130/11/2020
BBgBarc Global Aggregate TR Hdg NOK3.315.482.335.7530/11/2020
FTSE CHF EuroDep 1 Mon CHF5.396.112.314.0830/11/2020
MSCI Europe High Div Yld NR EUR-6.87-4.692.296.5530/11/2020
FTSE USD EuroDep 3 Mon USD-0.05-
FTSE EPRA Nareit Global TR USD-11.84-12.492.206.9501/12/2020
Markit iBoxx GBP NonGilts 1-5 TR2.612.852.182.4201/12/2020
FTSE EPRA Nareit United States TR USD-12.28-
FSE DAX TR EUR7.346.802.138.7201/12/2020
MSCI Emerging Markets SMID NR USD4.969.352.029.2230/11/2020
MSCI ACWI Value NR USD-5.07-
FTSE EPRA Nareit Developed Asia TR USD-11.63-12.581.877.1601/12/2020
S&P Global Infrastructure TR USD-9.21-7.501.869.3030/11/2020
MSCI AC Asia Pacific ex Japan HDY NR USD-4.04-0.321.669.1930/11/2020
FTSE EPRA Nareit Eurozone TR EUR-5.01-4.791.658.7401/12/2020
Vietnam VN Index4.270.811.3614.1401/12/2020
BBgBarc Euro Agg Corp 1-3 Yr TR EUR6.485.921.135.7930/11/2020
BBgBarc Sterling Agg 1-3 Yr TR GBP1.351.491.131.0430/11/2020
FTSE Swedish GBI SEK9.809.001.074.3430/11/2020
S&P Global Natural Resources TR USD-6.81-3.571.0410.8330/11/2020
Hang Seng HSI GR HKD-3.071.750.999.8501/12/2020
Euronext BEL 20 NR EUR1.211.930.867.4501/12/2020
FTSE Danish GBI 3-5 Yr DKK6.175.030.815.3930/11/2020
BBgBarc Euro Agg 1-3 Yr TR EUR5.975.320.695.1930/11/2020
FTSE GBP EuroDep 3 Mon GBP0.370.440.640.5830/11/2020
BBgBarc Euro Agg Govt 1-3 Yr TR EUR5.815.150.575.0430/11/2020
FTSE Small Cap Ex Invest Trust TR GBP-2.585.060.485.4401/12/2020
FTSE AllSh TR GBP-11.42-8.480.164.3701/12/2020
FTSE EUR EuroDep 3 Mon EUR5.284.610.124.5830/11/2020
FTSE Danish GBI 1-3 Yr DKK5.514.770.074.6230/11/2020
Morningstar Shrt-Only Cmdty TR USD-0.52-7.850.06-0.2730/11/2020
OSE Statsobligasjonsind
MSCI World/Financials NR USD-8.35-7.81-0.168.0330/11/2020
FTSE 250 Ex Investment Trust TR GBP-14.10-9.07-0.163.4730/11/2020
EONIA Capitalisé 360j TR EUR5.224.33-0.344.5427/11/2020
MSCI Frontier Markets NR USD-4.80-3.01-0.357.5730/11/2020
Euronext Paris CAC Mid&Small NR EUR3.875.44-0.5010.0701/12/2020
MSCI EM Europe NR EUR-21.47-18.26-0.518.0030/11/2020
BBgBarc Gbl Infl Linked Sweden TR USD5.554.50-0.584.0130/11/2020
FTSE SEK EuroDep 3 Mon SEK8.608.42-0.702.3930/11/2020
Morningstar Agriculture Cmdty TR USD7.6910.61-0.750.3730/11/2020
OSE Statsobligasjonsind
FTSE Swedish GBI 1-3 Yr SEK8.458.26-0.922.4330/11/2020
OSE Statsobligasjonsind 0.25-0.801.67-0.982.6901/12/2020
MSCI Indonesia NR IDR-11.56-7.54-1.067.7601/12/2020
Morningstar Lng/Flt Cmdty TR USD-4.81-3.71-1.080.2530/11/2020
Morningstar US Small Val TR EUR-6.33-5.45-1.186.9230/11/2020
MSCI AC ASEAN NR USD-9.36-8.56-1.446.7601/12/2020
FTSE/JSE All Share TR ZAR-7.29-2.01-1.546.3701/12/2020
MSCI Singapore NR SGD-10.64-9.93-1.607.7901/12/2020
Morningstar Shrt/Flt Cmdty TR USD-4.30-8.62-1.68-0.3330/11/2020
MSCI Brazil NR USD-29.26-22.41-1.6914.6230/11/2020
MSCI Thailand NR THB-13.98-15.24-1.769.6401/12/2020
Morningstar Lng/Shrt Cmdty TR USD-8.88-9.00-2.43-1.7630/11/2020
MSCI Europe Value NR EUR-9.44-7.67-2.534.7530/11/2020
S&P Mid-East and Africa BMI TR USD-7.33-2.96-2.635.2530/11/2020
Morningstar Lng-Only Cmdty TR USD-15.25-11.97-3.021.3230/11/2020
BME IBEX 35 NR EUR-7.39-5.61-3.253.2301/12/2020
MSCI EM Latin America NR USD-23.56-17.65-3.628.1530/11/2020
Morningstar Lng/Shrt Cmdty ER USD-9.31-9.56-3.90-2.8630/11/2020
FTSE 100 PR GBP-15.35-13.09-4.37-0.0301/12/2020
S&P Pan Africa TR-13.36-8.41-5.733.8630/11/2020
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-7.56-8.27-7.50-0.7610/02/2020
MSCI Austria NR EUR-12.66-12.04-8.957.2701/12/2020
Morningstar Energy Cmdty TR USD-41.54-37.74-10.90-3.7430/11/2020
MSCI Poland NR EUR-18.81-18.58-11.022.9830/11/2020
Morningstar Livestock Cmdty TR USD-22.90-23.86-11.52-2.6830/11/2020
MSCI World/Energy NR USD-34.42-32.55-13.03-3.4430/11/2020
MSCI Turkey NR EUR-24.79-25.21-17.27-7.8430/11/2020
FTSE/JSE SA Listed Property TR ZAR-48.35-48.25-25.57-10.8201/12/2020
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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