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
Morningstar Turkey TME NR EUR-2.2711.4426.0211.9604/12/2023
Morningstar Global Enrg TME NR USD-0.83-1.8324.466.7704/12/2023
Athens Exchange Athex Composite TR36.7243.7218.7416.5104/12/2023
Morningstar Denmark TME NR USD19.7625.7417.8520.6904/12/2023
Morningstar India TME NR USD9.805.6215.3011.6104/12/2023
Morningstar Gbl Upstm Nat Res NR USD-9.21-10.3214.139.7904/12/2023
Morningstar US Sml Val TR EUR1.11-3.9313.086.7503/12/2023
Morningstar Austria TME NR EUR9.3013.0312.955.0304/12/2023
Morningstar Gbl Tech TME NR USD39.2629.6612.9420.8804/12/2023
Morningstar US Val TR EUR2.120.0012.678.1203/12/2023
FTSE Italia AllShare TR EUR25.4825.1712.5211.6604/12/2023
Morningstar US Mid Val TR EUR0.94-1.7112.228.0004/12/2023
Morningstar US Lrg Val TR EUR2.550.8111.889.0004/12/2023
S&P 500 TR USD15.7111.2811.6312.8701/12/2023
Morningstar EM Americas TME NR USD18.5216.2111.174.3403/12/2023
Morningstar US Lrg Core TR EUR7.685.1511.1413.1904/12/2023
Morningstar US Lrg TR EUR18.6913.5211.0713.7104/12/2023
Morningstar US LM Brd Val NR USD3.591.0410.819.3904/12/2023
Morningstar US Market TR EUR15.4510.4910.5912.0203/12/2023
Morningstar US Market TR USD15.4510.4910.5912.0203/12/2023
Morningstar US Market TR GBP15.4510.4910.5912.0203/12/2023
Morningstar US Core TR EUR6.523.4910.5312.4604/12/2023
Morningstar US High Div Yld NR USD-4.00-5.6010.466.8003/12/2023
Morningstar MEA NR USD-4.85-5.3610.274.8104/12/2023
Morningstar US TME NR USD15.4710.5210.1012.5904/12/2023
Morningstar Gbl Val TME NR USD4.893.5410.007.3003/12/2023
Morningstar DM Eur 100 GR EUR11.4310.5610.009.0304/12/2023
Morningstar US Market Ext NR USD14.599.609.9711.3403/12/2023
Morningstar US LM NR USD15.1710.249.8412.4904/12/2023
Morningstar Gbl Fin Svc TME NR USD5.144.509.696.5703/12/2023
Morningstar Canada TME NR USD3.98-0.329.678.6003/12/2023
Morningstar France TME NR EUR10.6910.199.399.0804/12/2023
MSCI Europe Value NR EUR9.189.929.255.2401/12/2023
Morningstar Gbl High Div Yld NR USD0.830.229.246.2603/12/2023
Morningstar Brazil TME NR USD17.4915.919.133.4504/12/2023
Morningstar Ezn 50 GR EUR17.5615.978.989.2104/12/2023
Morningstar US Sml Core TR EUR8.753.768.798.5004/12/2023
Morningstar Spain TME NR EUR23.7926.288.504.7504/12/2023
Morningstar US Mid Core TR EUR2.46-1.278.4910.2704/12/2023
FTSE/JSE SA Listed Property TR ZAR-11.54-4.148.26-7.5704/12/2023
Morningstar DM Eur Div Yld >2.5% NR EUR7.888.288.055.9204/12/2023
Morningstar US LM Brd Growth NR USD27.5919.618.0114.8104/12/2023
MSCI AC Asia Ex JPN Small Cap NR USD11.0811.057.858.5301/12/2023
S&P Global Water TR4.031.397.7611.3901/12/2023
Morningstar Gbl TME NR USD11.478.387.729.0503/12/2023
Morningstar UK All Cap TME NR GBP4.202.717.664.5003/12/2023
Morningstar Taiwan TME NR USD16.8110.817.5914.6504/12/2023
FTSE/JSE All Share TR ZAR-7.18-4.477.575.1304/12/2023
Morningstar US Mid TR EUR5.020.997.5610.4904/12/2023
S&P Global Infrastructure TR USD-1.92-3.337.376.1501/12/2023
Morningstar Gbl All Cap TME NR USD10.577.517.218.6503/12/2023
Morningstar DM Eur TME NR EUR9.
FTSE AllSh TR GBP4.062.567.074.9504/12/2023
Morningstar US Mid NR USD4.520.457.059.9504/12/2023
Morningstar Poland TME NR EUR37.9748.807.030.4204/12/2023
Morningstar US Mid Core PR EUR0.79-3.046.858.5104/12/2023
Morningstar Norway TME NR USD-6.04-6.346.822.3604/12/2023
DJ Islamic World TR USD15.8311.046.8011.3403/12/2023
Morningstar Switzerland TME NR CHF4.243.166.728.8004/12/2023
Morningstar Gbl Agricul Inputs NR USD-24.16-30.096.654.9304/12/2023
Morningstar DM Eur xUK TME NR EUR10.479.826.537.9204/12/2023
Morningstar UK Adv Tgt Alloc NR GBP8.696.426.477.2701/12/2023
Morningstar Nordic TME NR EUR7.047.326.459.9904/12/2023
Morningstar US Sml TR EUR6.651.226.336.4703/12/2023
Morningstar DM Ezn TME NR EUR12.1411.306.257.0704/12/2023
MSCI Australia NR USD-0.76-2.415.956.7604/12/2023
Morningstar EAA USD Agg Tgt Alloc NR USD8.296.435.957.6301/12/2023
Morningstar Global Bas Mat TME NR USD0.55-2.055.869.3604/12/2023
FTSE EPRA Nareit Switzerland TR EUR11.4717.255.857.8801/12/2023
Euronext AEX All Share TR EUR9.167.105.818.0104/12/2023
Morningstar Gbl Health TME NR USD-5.16-5.655.817.4504/12/2023
Morningstar Portugal TME NR EUR-2.200.635.736.2504/12/2023
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR9.886.615.678.6303/12/2023
MSCI EAFE NR USD7.196.545.516.2601/12/2023
MSCI AC Asia Pacific ex Japan HDY NR USD4.494.695.354.3201/12/2023
Morningstar Gbl SMID NR USD4.561.935.276.6903/12/2023
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR12.
Morningstar US Sml Ext NR USD4.52-0.935.235.5603/12/2023
MSCI Europe Growth NR EUR8.936.675.228.8001/12/2023
Morningstar EU Agg Gbl Tgt Alloc NR EUR8.577.055.197.1201/12/2023
Markit iBoxx ALBI Indonesia TR IDR3.314.375.127.4804/12/2023
Morningstar EU Agg Tgt Alloc NR EUR7.977.305.106.5001/12/2023
Morningstar US Mod Tgt Alloc NR USD7.245.415.057.3101/12/2023
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR8.704.104.998.1903/12/2023
Red Rocks Gbl Listed Private Eqty TR USD19.8013.914.968.0401/12/2023
S&P Pan Africa TR-6.08-1.974.921.7301/12/2023
FTSE 100 PR GBP0.82-0.574.681.3604/12/2023
Morningstar Gbl Growth TME NR USD18.0312.904.5810.6104/12/2023
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2.5311.284.488.7329/03/2020
Tel Aviv SE TA 125 TR ILS-9.84-16.134.384.1403/12/2023
Morningstar US Growth TR EUR24.9616.444.3213.7304/12/2023
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR11.898.934.275.6003/12/2023
Morningstar US Real Est NR USD-0.13-3.314.163.3304/12/2023
Morningstar UK Mod Adv Tgt Alloc NR GBP7.144.884.145.3901/12/2023
Morningstar USD 1M Cash TR USD-0.312.014.052.0701/12/2023
Morningstar EM SMID TME NR USD5.836.143.935.1903/12/2023
ICE BofA USD 3M Dep OR CM TR USD-0.361.953.932.1801/12/2023
Morningstar Gbl Util TME NR USD-6.67-5.363.814.7904/12/2023
Markit iBoxx ALBI China Onshore TR CNY-3.69-0.563.803.4704/12/2023
Vietnam VN Index3.201.023.792.5204/12/2023
Morningstar US 0-1 Core exYnk TR USD-0.362.003.752.1401/12/2023
Morningstar Indonesia NR IDR-0.67-2.573.701.1104/12/2023
Morningstar Gbl Renew Enrg NR USD-3.70-4.673.558.0803/12/2023
Morningstar EAA USD Mod Tgt Alloc NR USD4.783.723.425.2001/12/2023
Morningstar Germany TME NR EUR12.8111.803.424.8504/12/2023
Morningstar US Lrg Growth TR EUR34.7224.593.4112.4504/12/2023
Morningstar US HY Bd TR USD4.595.063.394.4501/12/2023
Morningstar CHF 1M Cash GR CHF2.225.842.952.5701/12/2023
Morningstar ASEAN TME NR USD-7.22-5.612.790.8704/12/2023
FTSE/JSE All Bond TR ZAR-6.730.622.641.6004/12/2023
Morningstar DM APAC xJpn TME NR USD-7.24-6.012.544.0904/12/2023
MSCI Switzerland Small Cap NR CHF1.342.572.548.3404/12/2023
Morningstar Gbl HY Bd GR USD5.056.012.323.9101/12/2023
Morningstar Japan TME NR JPY9.7510.252.304.5704/12/2023
Bloomberg US Corp 1-3 Yr TR USD-0.621.372.232.3001/12/2023
MSCI Frontier Markets NR USD3.323.442.102.3401/12/2023
Morningstar Sweden TME NR EUR6.853.822.087.5204/12/2023
Morningstar Gbl HY Bd GR Hdg CHF6.968.841.934.6101/12/2023
Morningstar UK HY Bd GR GBP13.1512.811.894.1901/12/2023
Markit iBoxx ALBI China Offshore TR CNH-4.59-1.281.862.9604/12/2023
Morningstar GBP 1M Cash GR GBP4.214.481.841.2801/12/2023
FTSE Swiss GBI 1-3 Yr CHF2.134.951.801.9201/12/2023
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR11.288.651.793.2203/12/2023
Morningstar Gbl Biotechnology NR USD0.790.771.788.5604/12/2023
MSCI Europe ex UK Small Cap NR EUR3.333.951.736.5201/12/2023
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 25-5.693.181.716.1402/04/2020
Morningstar UK Mod Tgt Alloc NR GBP5.903.601.633.8001/12/2023
Morningstar US 1-3Y Core Bd TR USD-1.260.711.591.5901/12/2023
Morningstar US 1-3 Yr Govt Bd TR USD-1.530.421.571.4701/12/2023
FTSE EPRA Nareit Global TR USD-2.62-3.451.280.7201/12/2023
FTSE/JSE ALB 1-3 Yr TR ZAR-6.75-0.861.101.1604/12/2023
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 25-8.820.131.025.1902/04/2020
Morningstar US Con Tgt Alloc NR USD1.771.461.003.4801/12/2023
Morningstar Gbl HY Bd GR Hdg GBP9.387.830.833.1501/12/2023
Morningstar EAA USD Cau Tgt Alloc NR USD1.150.890.792.5701/12/2023
STeFI Composite ZAR-6.75-1.990.74-0.2604/12/2023
Morningstar EU Mod Gbl Tgt Alloc NR EUR4.804.410.733.6801/12/2023
Morningstar DM Ezn Sml TME NR EUR5.245.590.644.3404/12/2023
Morningstar UK SMID Cap TME NR GBP9.245.880.643.3104/12/2023
Morningstar EU Mod Tgt Alloc NR EUR4.734.520.633.3201/12/2023
Morningstar US TIPS TR USD-3.01-3.160.632.8801/12/2023
Morningstar Dev Eur SMID TME NR EUR6.465.260.614.9004/12/2023
Morningstar US Mid Growth TR EUR12.586.610.6011.3904/12/2023
Markit iBoxx ALBI Hong Kong TR HKD0.001.640.501.7204/12/2023
Morningstar ZAR 1M Cash GR ZAR-6.75-1.070.38-0.3201/12/2023
Morningstar DM Ezn SMID TME NR EUR5.505.310.374.0304/12/2023
MSCI Singapore NR SGD-5.96-6.170.28-0.2101/12/2023
Morningstar Gbl Com Svc TME NR USD25.4321.220.275.7904/12/2023
JPM CEMBI Broad Diversified TR USD1.033.830.252.9701/12/2023
Morningstar Japan Sml NR JPY3.627.540.170.9404/12/2023
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR-9.07-1.870.096.5302/04/2020
Morningstar Swzld Core Bd GR CHF8.398.12-0.072.1901/12/2023
Markit iBoxx ALBI TR USD-1.600.85-0.082.3304/12/2023
Euronext Paris CAC Mid&Small NR EUR-5.00-2.84-0.252.0904/12/2023
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd3.230.64-0.273.6630/11/2023
Markit iBoxx ALBI Singapore TR SGD-1.491.93-0.431.8904/12/2023
Morningstar Dev Eur Sml TME NR EUR3.142.57-0.523.9504/12/2023
Morningstar UK 1-3Y Core Bd GR GBP2.682.43-0.550.1801/12/2023
Refinitiv Global CB TR USD2.882.53-0.716.4204/12/2023
Euronext BEL 20 NR EUR-4.00-2.01-0.741.9404/12/2023
Morningstar APAC TME NR USD1.872.31-0.793.8204/12/2023
Morningstar Thailand TME NR USD-18.62-14.99-0.88-1.5804/12/2023
Tel Aviv SE Makams T-Bill TR ILS-6.22-7.95-0.890.9903/12/2023
Morningstar UK Mod Caut Tgt Alloc NR GBP4.492.14-0.892.0101/12/2023
FTSE EUR EuroDep 3 Mon EUR-0.473.13-0.90-0.5204/12/2023
Morningstar EUR 1M Cash GR EUR-0.563.33-0.93-0.4701/12/2023
Bloomberg Global Aggregate TR Hdg USD-0.60-0.54-0.941.3601/12/2023
Morningstar EZN HY Bd GR EUR5.858.64-1.112.0701/12/2023
Markit iBoxx GBP NonGilts 1-5 TR4.594.37-1.220.5804/12/2023
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR-12.07-8.04-1.253.7429/03/2020
MSCI AC Asia Pacific NR USD1.211.09-1.323.6701/12/2023
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd-8.30-3.90-1.323.0629/03/2020
JPM GBI-EM Global Diversified TR USD4.407.85-1.361.0501/12/2023
Morningstar Gbl Gold NR USD1.891.72-1.4111.4703/12/2023
Morningstar EZN Trsy Inf-Lnkd GR EUR-0.23-2.39-1.461.2201/12/2023
Morningstar Gbl Corp Bd GR Hdg USD0.780.88-1.512.1401/12/2023
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 25-18.83-9.81-1.521.8302/04/2020
Morningstar Gbl Core Bd GR Hdg USD-0.93-1.13-1.630.9601/12/2023
Tel Aviv SE Gen Bond CPI Linked TR ILS-7.33-10.28-1.691.9703/12/2023
Morningstar EM TME NR USD0.340.30-1.792.7903/12/2023
Morningstar Gbl HY Bd GR Hdg EUR4.396.67-1.801.5401/12/2023
Bloomberg Euro Agg Corp 1-3 Yr TR EUR0.673.78-1.86-0.4301/12/2023
Morningstar Asia 50/50 NR USD-1.180.09-1.983.1301/12/2023
Morningstar Gbl Trsy Inf-Lnkd GR Hdg USD-3.73-5.61-2.001.2201/12/2023
Morningstar US Corp Bd TR USD0.000.31-2.252.3701/12/2023
Morningstar US Core Bd TR USD-2.44-1.89-2.301.0501/12/2023
MSCI Nordic Countries Small Cap NR USD-2.25-3.32-2.495.3404/12/2023
Morningstar EZN 1-3Y Core Bd GR EUR-0.482.35-2.49-1.0801/12/2023
Bloomberg Global Aggregate TR Hdg CHF1.292.48-2.531.4101/12/2023
Tel Aviv SE All Bond-7.40-10.20-2.581.4703/12/2023
Morningstar EZN 1-3 Yr Tsy Bd GR EUR-0.771.91-2.60-1.1701/12/2023
FTSE Polish GBI PLN16.3920.43-2.600.2401/12/2023
Morningstar US Govt Bd TR USD-3.41-2.89-2.650.6701/12/2023
Morningstar Asia USD Brd Mkt GR USD-1.001.53-2.751.3101/12/2023
Morningstar EM Sov Bd GR USD0.071.00-2.801.3501/12/2023
Morningstar UK Small Cap TME NR GBP-0.73-3.65-2.830.6304/12/2023
FTSE Danish GBI 1-3 Yr DKK-1.161.08-2.87-1.6101/12/2023
Tel Aviv SE Gov Bond - CPI Linked TR ILS-10.98-14.26-3.241.4903/12/2023
Morningstar Gbl Core Bd GR Hdg CHF0.861.80-3.250.9801/12/2023
Morningstar Gbl Corp Bd GR Hdg CHF2.473.72-3.262.0601/12/2023
Morningstar Gbl Corp Bd GR USD0.550.97-3.271.1601/12/2023
MSCI Germany Small Cap NR EUR2.21-0.38-3.333.9104/12/2023
Bloomberg Global Aggregate TR Hdg GBP3.531.49-3.450.2601/12/2023
Morningstar UK Cau Tgt Alloc NR GBP3.010.54-3.470.3201/12/2023
Morningstar US Sml Grt TR EUR13.056.48-3.585.7104/12/2023
Morningstar EU Cau Gbl Tgt Alloc NR EUR1.251.83-3.590.1901/12/2023
Refinitiv Europe CB TR EUR2.494.30-3.65-0.0404/12/2023
Morningstar Finland TME NR EUR-14.46-15.18-3.682.2204/12/2023
Markit iBoxx EUR Corp Subordinated TR3.745.87-3.690.5804/12/2023
Bloomberg Gbl Infl Linked Sweden TR USD-3.02-4.42-3.71-2.2501/12/2023
Morningstar EU Cau Tgt Alloc NR EUR1.451.82-3.76-0.0101/12/2023
FTSE SEK EuroDep 3 Mon SEK-2.09-0.57-3.77-2.1904/12/2023
Morningstar Asia xJpn TME NR USD-2.26-1.46-3.812.8104/12/2023
Morningstar Gbl Core Bd GR Hdg GBP3.160.87-4.14-0.1401/12/2023
FTSE Danish GBI 3-5 Yr DKK0.140.50-4.16-2.0701/12/2023
Morningstar Gbl Corp Bd GR Hdg GBP4.812.79-4.160.8601/12/2023
Morningstar APAC xJpn TME NR USD-2.25-1.83-4.182.3103/12/2023
Tel Aviv SE All Gov Bond TR ILS-9.90-12.88-4.340.6903/12/2023
Cat 50%Citi PolishGBI&50%MSCI Poland NR-16.62-18.22-4.380.1029/03/2020
Bloomberg Global Aggregate TR USD-3.00-2.24-4.44-0.4601/12/2023
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR0.340.32-4.480.4803/12/2023
Morningstar Korea TME NR USD9.076.10-4.553.7504/12/2023
Morningstar Gbl Trsy Inf-Lnkd GR USD-3.48-5.48-4.57-0.0701/12/2023
Refinitiv Global Hgd CB TR EUR3.084.12-4.594.3704/12/2023
Morningstar Gbl Trsy Inf-Lnkd GR Hdg GBP0.18-3.74-4.600.0801/12/2023
JPM CEMBI Broad Diversified Hdg TR EUR0.474.79-4.980.0101/12/2023
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.48-3.26-5.19-0.9730/11/2023
Morningstar EZN Corp Bd GR EUR1.973.02-5.20-1.2601/12/2023
Tel Aviv SE Yeter- Rest of shares TR ILS-8.24-17.95-5.283.2303/12/2023
MSCI Sweden Small Cap NR SEK0.11-2.71-5.355.6404/12/2023
Morningstar Gbl Core Bd GR USD-3.45-3.00-5.37-1.0801/12/2023
FTSE Swedish GBI 1-3 Yr SEK-2.92-2.35-5.49-3.1201/12/2023
JPM ACI Non Investment Grade TR USD-2.272.81-5.69-1.3904/12/2023
Bloomberg Global Aggregate TR Hdg EUR-1.190.40-6.05-1.4801/12/2023
Morningstar APAC Real Est TME NR USD-10.22-8.44-6.31-4.0204/12/2023
Morningstar UK Corp Bd GR GBP4.431.65-6.61-0.3701/12/2023
Morningstar Gbl Core Bd GR Hdg EUR-1.57-0.22-6.72-1.8801/12/2023
Morningstar Gbl Corp Bd GR Hdg EUR0.021.67-6.73-0.8401/12/2023
Morningstar China Large Cap CNY-11.23-9.14-6.753.7004/12/2023
Morningstar Sweden Core Bd GR SEK-2.05-2.47-6.77-3.1701/12/2023
Morningstar Gbl Trsy Inf-Lnkd GR Hdg EUR-4.44-4.78-7.10-1.6301/12/2023
Morningstar BRIC TME NR USD-3.94-2.14-7.110.2604/12/2023
Morningstar DM Eur Real Est NR EUR6.205.67-7.20-2.4204/12/2023
Morningstar EZN Core Bd GR EUR0.45-0.21-7.24-2.1701/12/2023
Bloomberg Pan Euro Agg TR EUR1.00-0.25-7.31-2.1801/12/2023
Morningstar EZN Trsy Bd GR EUR0.19-1.29-7.78-2.1701/12/2023
Morningstar EM Sov Bd GR Hdg EUR-0.801.65-8.14-1.8101/12/2023
Morningstar Gbl Core Bd GR Hdg NOK-10.33-11.51-8.55-4.1601/12/2023
MSCI Golden Dragon NR USD-7.46-4.41-9.201.0201/12/2023
Morningstar UK Core Bd GR GBP-0.59-4.71-9.49-2.9001/12/2023
MSCI China A Onshore NR CNY-15.29-14.11-9.563.7704/12/2023
Morningstar China 50/50 NR USD-8.47-4.03-9.94-1.0201/12/2023
Hang Seng HSI GR HKD-16.83-10.77-10.21-6.2304/12/2023
FTSE EPRA Nareit Eurozone TR EUR7.549.15-10.26-5.8201/12/2023
Morningstar UK Gilt Bd GR GBP-1.94-6.60-10.66-3.6201/12/2023
Morningstar Jpn Core Bd GR JPY-14.96-11.93-10.97-5.7301/12/2023
Morningstar UK Trsy Inf-Lnkd GR GBP-6.14-11.71-13.43-4.8901/12/2023
Morningstar EZN 10+Y Core Bd GR EUR-0.26-6.24-14.18-3.8501/12/2023
Morningstar China TME NR USD-14.60-9.68-15.54-3.3604/12/2023
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 EUR11.5422.06-23.47-14.5304/12/2023
ICE BofA AsianDollar HYCp CN Is TR USD-25.18-12.02-27.65-14.6401/12/2023
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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