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
MSCI World/Information Tech NR USD7.0445.5724.1223.5821/01/2020
Morningstar US Large Growth TR EUR7.2629.9520.4619.5421/01/2020
Morningstar US Growth TR EUR7.0329.4819.3818.7421/01/2020
Russell 1000 Growth TR USD6.3131.7918.9719.3121/01/2020
MSCI Russia NR USD7.2444.4117.1924.0521/01/2020
Morningstar US Mid Growth TR EUR6.1428.5216.6016.3821/01/2020
FTSE EPRA Nareit Switzerland TR EUR7.5745.1716.3613.9921/01/2020
Athens Exchange Athex Composite TR3.6051.5215.828.3621/01/2020
S&P Global Clean Energy TR USD7.5139.8315.4210.9421/01/2020
MSCI ACWI Growth NR USD5.2927.9914.7214.8821/01/2020
Morningstar US Large Cap TR EUR4.6526.2414.3716.3821/01/2020
S&P Global Water TR4.6729.9614.2514.7521/01/2020
DJ Islamic World TR USD4.6726.2913.8414.1421/01/2020
MSCI Taiwan NR USD2.4434.7813.6013.9821/01/2020
S&P 500 TR USD4.3525.2313.5515.9521/01/2020
Russell 1000 TR USD4.4324.9813.3315.7321/01/2020
MSCI World/Health Care NR USD4.1819.5813.1911.5521/01/2020
Morningstar US Market TR EUR4.3824.5113.1015.6221/01/2020
Morningstar US Market TR USD4.3824.5013.1015.6221/01/2020
Morningstar US Market TR GBP4.3824.6213.1015.6221/01/2020
Russell 3000 TR USD4.3024.1912.8715.4921/01/2020
Morningstar US Large Core TR EUR4.8429.0712.7315.2721/01/2020
Morningstar US Small Growth TR EUR4.9217.7212.5014.7821/01/2020
MSCI China NR USD3.2315.5612.3110.2821/01/2020
MSCI Germany Small Cap NR EUR1.3717.3712.2915.1921/01/2020
Morningstar US Core TR EUR4.4827.4011.9314.7521/01/2020
MSCI Switzerland NR CHF4.3727.2411.9210.3021/01/2020
FTSE EPRA Nareit Developed Europe TR EUR1.3418.6811.879.6621/01/2020
MSCI Golden Dragon NR USD2.9817.6311.6511.1321/01/2020
Red Rocks Gbl Listed Private Eqty TR USD3.9127.1711.5114.7621/01/2020
MSCI World/Utilities NR USD5.2122.8311.4510.7721/01/2020
MSCI EM Europe NR EUR5.3726.5111.4312.1521/01/2020
MSCI BRIC NR USD2.7415.1411.4210.5021/01/2020
Tel Aviv SE TA 125 TR ILS4.3527.9211.4111.4521/01/2020
MSCI Denmark NR DKK3.7123.9311.3611.9121/01/2020
Morningstar US Mid Cap TR EUR3.9822.1210.9014.1921/01/2020
MSCI Europe Growth NR EUR3.7125.5110.8310.6321/01/2020
MSCI World NR USD3.6721.2210.5412.6521/01/2020
FTSE EPRA Nareit Eurozone TR EUR2.0411.3010.5110.7721/01/2020
MSCI ACWI NR USD3.5420.1510.3012.2021/01/2020
Russell Mid Cap TR USD3.8821.5910.1413.3321/01/2020
FTSE Italia AllShare TR EUR2.1521.0210.1010.1121/01/2020
Morningstar US Mid Core TR EUR3.7823.0010.1013.2621/01/2020
Vietnam VN Index4.127.019.7213.1021/01/2020
MSCI AC Asia Ex Japan NR USD2.9213.339.649.4921/01/2020
S&P Global Infrastructure TR USD3.5121.019.419.9921/01/2020
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR3.5520.009.4112.4620/01/2020
MSCI Portugal NR EUR4.3420.559.399.9421/01/2020
Euronext Paris CAC 40 NR EUR1.5322.569.3810.9321/01/2020
MSCI India NR USD2.909.029.256.8521/01/2020
Cat 25%Barclays US Agg TR&75%FTSE Wld TR3.8618.909.0911.7320/01/2020
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR3.5017.269.0511.2820/01/2020
Euronext AEX All Share TR EUR2.2216.949.0411.4521/01/2020
MSCI AC Asia Pac Ex JPN NR USD3.2014.309.009.4921/01/2020
FTSE 250 Ex Investment Trust TR GBP-1.0020.108.998.6521/01/2020
NASDAQ OMX Helsinki Benchmark Cap GR EUR4.2011.228.9813.4421/01/2020
MSCI Sweden Small Cap NR SEK2.5721.938.9414.7121/01/2020
MSCI Europe Small Cap NR EUR1.2218.238.9312.1821/01/2020
MSCI EMU Small Cap NR EUR1.8716.908.7412.7921/01/2020
MSCI Europe SMID NR EUR1.6118.198.7210.9721/01/2020
Morningstar US Large Val TR EUR1.2216.958.6213.4121/01/2020
MSCI Europe ex UK Small Cap NR EUR2.2817.498.5913.2321/01/2020
MSCI EM NR USD2.5712.078.548.5421/01/2020
FTSE EPRA Nareit Global TR USD2.8216.708.429.3721/01/2020
EMIX Global Mining Global Gold TR USD1.2944.678.4111.5421/01/2020
MSCI EMU SMID NR EUR1.8916.418.3911.6921/01/2020
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR3.9919.288.3310.5720/01/2020
NASDAQ Biotechnology TR USD1.528.268.286.1021/01/2020
Morningstar US Mid Core PR EUR3.7520.848.2211.3121/01/2020
MSCI Thailand NR THB-0.500.888.218.6421/01/2020
MSCI Singapore NR SGD1.837.888.156.9121/01/2020
MSCI World High Dividend Yield NR USD2.0117.168.1210.5021/01/2020
MSCI Europe Ex UK NR EUR2.5918.977.909.0921/01/2020
MSCI Hong Kong NR HKD2.725.067.859.9821/01/2020
MSCI AC Asia Pacific NR USD2.5113.557.8110.0521/01/2020
MSCI Europe High Div Yld NR EUR0.9515.587.758.0621/01/2020
Russell 1000 Value TR USD2.4318.257.7112.0921/01/2020
FTSE EPRA Nareit Developed Asia TR USD2.1810.187.718.4321/01/2020
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 253.8718.547.609.4720/01/2020
Morningstar US Value TR EUR1.3915.757.5412.9921/01/2020
Morningstar DM Europe 100 GR EUR2.2019.777.538.0221/01/2020
MSCI Nordic Countries NR EUR3.2114.157.398.8421/01/2020
MSCI ACWI Small NR USD2.2214.967.3911.5921/01/2020
MSCI Europe NR EUR2.1817.437.368.3021/01/2020
MSCI Nordic Countries Small Cap NR USD2.6615.957.3113.7121/01/2020
MSCI Pacific Ex Japan NR USD3.7413.157.219.3421/01/2020
Morningstar Eurozone 50 GR EUR1.8720.867.208.8021/01/2020
Russell 2000 TR USD2.5313.907.0112.4021/01/2020
MSCI EAFE NR USD2.1715.546.968.9121/01/2020
Cat 50%Barclays US Agg TR&50%FTSE Wld TR3.3915.456.909.9320/01/2020
MSCI EMU NR EUR2.0117.096.898.8021/01/2020
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR2.6612.326.829.0620/01/2020
FTSE AllSh TR GBP0.7015.146.817.2121/01/2020
MSCI Australia NR USD4.6718.186.669.4221/01/2020
FTSE EMU GBI 10+ Yr EUR1.6812.526.647.0221/01/2020
TReuters Global CB TR USD4.2013.916.498.9021/01/2020
Morningstar US Small Core TR EUR2.2917.206.4812.1521/01/2020
Morningstar US Small Cap TR EUR2.7313.876.4611.9121/01/2020
MSCI EM Latin America NR USD0.163.146.437.0521/01/2020
FTSE EPRA Nareit United States TR USD4.6819.046.388.9721/01/2020
MSCI Indonesia NR IDR4.443.796.386.8121/01/2020
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 253.0016.256.339.2520/01/2020
TOPIX TR JPY1.6213.516.3311.6522/01/2020
ICE BofA Sterling HY TR GBP0.8512.846.326.9621/01/2020
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR3.5814.116.328.2520/01/2020
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR3.8712.236.309.4020/01/2020
Tel Aviv SE Yeter- Rest of shares TR ILS7.3326.126.2320.1021/01/2020
MSCI Korea NR USD4.169.796.198.9321/01/2020
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2.5513.566.149.6020/01/2020
MSCI World/Financials NR USD1.2914.216.0110.7921/01/2020
MSCI Frontier Markets NR USD3.3214.345.956.6621/01/2020
MSCI AC Asia Pacific ex Japan HDY NR USD1.048.585.946.5321/01/2020
MSCI ACWI Value NR USD1.7712.575.939.4821/01/2020
Tel Aviv SE Gov Bond - CPI Linked TR ILS2.6317.215.918.1121/01/2020
Euronext BEL 20 NR EUR1.9514.665.898.2521/01/2020
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 252.7415.525.899.1120/01/2020
Morningstar US Mid Val TR EUR2.0414.525.8812.7221/01/2020
Tel Aviv SE Gen Bond CPI Linked TR ILS2.2615.445.818.7821/01/2020
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR2.6214.745.6910.2020/01/2020
Euronext Paris CAC Mid&Small NR EUR1.0710.965.6910.9921/01/2020
MSCI World/Materials NR USD0.3313.925.649.5121/01/2020
MSCI AC ASEAN NR USD1.201.735.625.3421/01/2020
MSCI Sweden NR SEK3.2816.265.607.7021/01/2020
MSCI Emerging Markets SMID NR USD2.949.085.576.5221/01/2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR0.009.545.568.7401/01/2020
TReuters Global Hedged CB TR EUR3.259.625.566.9821/01/2020
Tel Aviv SE All Bond2.1214.865.438.8121/01/2020
Tel Aviv SE All Gov Bond TR ILS2.1815.435.388.3221/01/2020
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur1.8210.555.367.1220/01/2020
MSCI World/Comm Services NR USD5.6422.735.319.1121/01/2020
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR3.3712.125.197.0420/01/2020
Cat 50%Citi PolishGBI&50%MSCI Poland NR1.22-
Markit iBoxx GBP NonGilts TR2.0611.175.024.3121/01/2020
FTSE Polish GBI PLN0.331.225.015.2521/01/2020
ICE BofA Gbl HY Constnd TR HGBP0.909.934.905.7621/01/2020
MSCI Canada NR USD3.8016.314.887.8821/01/2020
BBgBarc Sterling Agg TR GBP2.2610.284.843.9921/01/2020
Beassa ALBI TR ZAR-0.875.594.824.9622/01/2020
FTSE Small Cap Ex Invest Trust TR GBP0.3314.434.688.3521/01/2020
Morningstar EM Corp Bd TR USD2.7312.214.679.7021/01/2020
Cat 75%Barclays US Agg TR&25%FTSE Wld TR2.9111.994.658.0620/01/2020
MSCI Austria NR EUR-1.392.874.6412.2421/01/2020
JPM GBI-EM Global Diversified TR USD1.199.234.595.4821/01/2020
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR1.837.504.566.7920/01/2020
FSE DAX TR EUR2.6117.354.557.8521/01/2020
Morningstar China Large Cap CNY2.3623.884.532.2922/01/2020
JPM EMBI Global Diversified TR USD2.3811.664.539.6021/01/2020
FTSE WBIG Eastern Europe EUR0.885.264.536.4421/01/2020
FTSE Act UK Cnvt Gilts All Stocks TR GBP2.179.314.503.7021/01/2020
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR2.559.224.487.4020/01/2020
Beassa 1-3 Yr TR ZAR-
BBgBarc Gbl Agg Corp TR Hdg GBP1.0611.304.423.5221/01/2020
ICE BofA Gbl HY Constnd TR USD2.159.624.379.4521/01/2020
JPM CEMBI Broad Diversified TR USD2.7211.254.379.3121/01/2020
MSCI Poland NR EUR1.24-
BBgBarc US Corp Bond TR USD2.7013.774.267.6121/01/2020
BBgBarc US Corporate High Yield TR USD2.159.454.189.4321/01/2020
Morningstar EM Composite Bd TR USD2.5511.234.149.1821/01/2020
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd2.489.704.117.0220/01/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg USD2.5611.703.957.5721/01/2020
S&P Global Agribusiness Equity TR USD-0.418.203.957.0021/01/2020
Morningstar Energy Cmdty TR USD-3.105.823.941.3821/01/2020
Markit iBoxx ALBI TR USD2.038.443.926.3222/01/2020
BBgBarc Pan Euro HY Euro TR EUR0.856.233.886.9521/01/2020
MSCI Europe Value NR EUR0.629.433.865.8121/01/2020
S&P Global Natural Resources TR USD-
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur1.406.653.845.8420/01/2020
Markit iBoxx ALBI Singapore TR SGD1.486.493.725.6922/01/2020
BBgBarc Gbl Agg Corp TR USD2.1210.283.586.5421/01/2020
Morningstar EM Sovereign Bd TR USD2.3510.293.578.8021/01/2020
BME IBEX 35 NR EUR1.185.853.353.9021/01/2020
BBgBarc Gbl Infl Linked TR Hdg GBP1.648.573.333.2521/01/2020
ICE BofA Gbl HY Constnd TR HEUR1.124.803.197.0021/01/2020
Morningstar Metals Cmdty TR USD3.4915.733.184.3921/01/2020
JPM Asia Credit TR USD1.789.823.177.9922/01/2020
BBgBarc Global Aggregate TR Hdg GBP0.677.103.172.5721/01/2020
JPM EMBI Global Diversified Hedge TR EUR1.105.863.166.5121/01/2020
JPM CEMBI Broad Diversified Hdg TR EUR1.445.523.066.2721/01/2020
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd2.107.363.046.1020/01/2020
STeFI Composite ZAR-1.622.263.045.1722/01/2020
Markit iBoxx ALBI China Offshore TR CNH2.812.883.015.6022/01/2020
BBgBarc Gbl Infl Linked TR Hdg USD3.148.672.727.1221/01/2020
STeFI 3 Month NCD ZAR-1.641.902.694.8122/01/2020
BBgBarc Global Aggregate TR Hdg USD2.177.422.666.5421/01/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR1.285.972.614.5921/01/2020
FTSE EMU GBI EUR0.893.282.584.5521/01/2020
BBgBarc Gbl Infl Linked TR USD2.337.382.555.2321/01/2020
BBgBarc Pan Euro Agg TR EUR1.093.742.544.1921/01/2020
FTSE/JSE All Share TR ZAR-0.225.982.464.3122/01/2020
MSCI AC Asia Ex JPN Small NR USD2.495.372.464.8421/01/2020
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR2.847.202.344.0220/01/2020
BBgBarc US Agg Bond TR USD2.298.242.306.0221/01/2020
BBgBarc Global Aggregate TR USD1.575.482.225.3521/01/2020
BBgBarc Euro Agg Bond TR EUR0.842.572.224.3621/01/2020
BBgBarc Gbl Agg Corp TR Hdg CHF2.4711.352.122.4321/01/2020
BBgBarc Euro Agg Corps TR EUR0.782.632.104.4521/01/2020
BBgBarc Euro Infln Lkd TR EUR0.843.032.034.1821/01/2020
MSCI China A Onshore NR CNY4.1530.062.022.4221/01/2020
TReuters Europe CB TR EUR2.075.851.934.8821/01/2020
FTSE 100 PR GBP0.909.181.872.5021/01/2020
FTSE US GBI USD2.356.831.575.2121/01/2020
S&P Pan Africa TR-0.751.301.552.6721/01/2020
BBgBarc Gbl Infl Linked TR Hdg EUR1.863.231.474.2321/01/2020
BBgBarc Gbl Infl Linked US TIPS TR USD2.327.801.445.5421/01/2020
Tel Aviv SE Makams T-Bill TR ILS1.385.931.395.8221/01/2020
BBgBarc Global Aggregate TR Hdg EUR0.891.921.363.6221/01/2020
Markit iBoxx ALBI Hong Kong TR HKD2.594.911.145.3222/01/2020
BBgBarc Global Aggregate TR Hdg CHF2.097.090.881.4921/01/2020
FTSE Japanese GBI JPY0.090.220.855.9321/01/2020
S&P Mid-East and Africa BMI TR USD0.581.050.852.8321/01/2020
BBgBarc Sterling Agg 1-3 Yr TR GBP0.321.800.810.9621/01/2020
FTSE GBP EuroDep 3 Mon GBP0.050.810.630.6121/01/2020
Morningstar US Small Val TR EUR1.086.170.408.6621/01/2020
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd1.161.630.343.7620/01/2020
BBgBarc US Aggregate 1-3 Yr TR USD1.642.930.234.6721/01/2020
ICE BofA USD 3M Dep OR CM TR USD1.571.250.004.3621/01/2020
FTSE USD EuroDep 3 Mon USD1.541.05-0.034.4121/01/2020
BBgBarc Euro Agg Corp 1-3 Yr TR EUR0.30-2.35-0.082.8321/01/2020
FTSE Danish GBI 3-5 Yr DKK0.52-2.96-0.342.4821/01/2020
BBgBarc Global Aggregate TR Hdg NOK0.201.72-0.462.6921/01/2020
BBgBarc Euro Agg 1-3 Yr TR EUR0.26-3.21-0.562.3321/01/2020
FTSE Swiss GBI CHF2.152.30-0.590.4021/01/2020
BBgBarc Euro Agg Govt 1-3 Yr TR EUR0.22-3.46-0.682.2221/01/2020
EONIA Capitalisé 360j TR EUR0.46-3.71-0.801.7819/01/2020
Morningstar Shrt-Only Cmdty TR USD4.820.27-0.873.7221/01/2020
FTSE EUR EuroDep 3 Mon EUR0.26-4.03-1.081.7421/01/2020
FTSE Danish GBI 1-3 Yr DKK0.28-4.01-1.211.7221/01/2020
FTSE Swiss GBI 1-3 Yr CHF1.380.66-1.52-0.2921/01/2020
FTSE CHF EuroDep 1 Mon CHF1.450.85-1.59-0.3821/01/2020
Morningstar Lng-Only Cmdty TR USD-1.631.30-1.610.4821/01/2020
Morningstar Livestock Cmdty TR USD0.02-8.53-2.08-1.0621/01/2020
MSCI Turkey NR EUR9.359.19-2.44-7.8921/01/2020
FTSE Swedish GBI SEK-0.13-4.14-2.511.2521/01/2020
Morningstar Shrt/Flt Cmdty TR USD2.69-3.66-2.812.1821/01/2020
MSCI World/Energy NR USD-0.66-1.88-2.842.4421/01/2020
OSE Statsobligasjonsind 3.00-0.36-4.57-3.020.6321/01/2020
BBgBarc Gbl Infl Linked Sweden TR USD-0.55-5.46-3.022.0521/01/2020
Morningstar Lng/Shrt Cmdty TR USD-0.25-3.71-3.050.7121/01/2020
OSE Statsobligasjonsind 0.25-0.53-4.54-3.240.3921/01/2020
OSE Statsobligasjonsind 1.00-0.56-4.67-3.280.3721/01/2020
Morningstar Lng/Flt Cmdty TR USD-0.53-2.95-3.330.8221/01/2020
FTSE SEK EuroDep 3 Mon SEK-0.22-6.60-4.53-0.5521/01/2020
FTSE Swedish GBI 1-3 Yr SEK-0.25-7.05-4.55-0.3321/01/2020
Morningstar Lng/Shrt Cmdty ER USD-0.34-5.71-4.62-0.3321/01/2020
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-2.30-2.44-5.160.3121/01/2020
FTSE/JSE SA Listed Property TR ZAR-4.10-8.98-8.69-2.2922/01/2020
Morningstar Agriculture Cmdty TR USD0.63-4.82-10.50-3.5421/01/2020
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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