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
S&P Global Clean Energy TR USD76.3586.1033.7021.8123/10/2020
MSCI World/Information Tech NR USD31.6245.1225.3727.1323/10/2020
Morningstar US Growth TR EUR35.7144.7724.5823.0523/10/2020
Morningstar US Large Growth TR EUR31.4740.5423.9522.6023/10/2020
Morningstar US Mid Growth TR EUR33.3240.8122.2721.7323/10/2020
Russell 1000 Growth TR USD29.6238.2922.2622.8723/10/2020
EMIX Global Mining Global Gold TR USD36.7347.7821.7026.2922/10/2020
MSCI ACWI Growth NR USD23.3330.5316.1518.1423/10/2020
Morningstar US Small Growth TR EUR23.5530.2315.2818.3023/10/2020
Morningstar US Large Cap TR EUR13.6219.8514.5917.7423/10/2020
DJ Islamic World TR USD19.1226.2714.5117.2023/10/2020
MSCI Taiwan NR USD21.2531.1614.0619.8723/10/2020
Russell 1000 TR USD11.8217.4813.3816.9123/10/2020
S&P 500 TR USD10.5916.0913.1416.8023/10/2020
Morningstar US Market TR GBP11.4817.0013.0716.7723/10/2020
Morningstar US Market TR USD11.4817.0013.0716.7723/10/2020
Morningstar US Market TR EUR11.4817.0013.0716.7723/10/2020
Russell 3000 TR USD11.1116.7112.7916.5923/10/2020
MSCI Denmark NR DKK31.4140.5112.6414.3223/10/2020
MSCI Sweden Small Cap NR SEK23.7636.5912.3116.0123/10/2020
Morningstar US Large Core TR EUR11.0817.7111.8716.8523/10/2020
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR13.7415.2711.3913.0623/10/2020
Refinitiv Global CB TR USD22.0724.9211.1412.6723/10/2020
Morningstar US Core TR EUR8.5414.1510.7615.8323/10/2020
S&P Global Water TR8.4011.9310.7115.1823/10/2020
MSCI World/Health Care NR USD8.6017.6810.6812.9323/10/2020
Morningstar Metals Cmdty TR USD25.5324.9510.5111.5823/10/2020
Morningstar US Mid Cap TR EUR7.6011.2810.4914.9823/10/2020
MSCI World/Comm Services NR USD13.5416.4810.2610.7223/10/2020
FTSE EPRA Nareit Switzerland TR EUR-8.04-2.809.9812.8923/10/2020
FTSE EMU GBI 10+ Yr EUR17.2510.699.7711.2023/10/2020
Refinitiv Global Hgd CB TR EUR26.6730.109.5812.4723/10/2020
Russell Mid Cap TR USD5.789.589.2113.9523/10/2020
MSCI China NR USD25.4437.069.0416.0623/10/2020
MSCI Golden Dragon NR USD20.0729.619.0315.8523/10/2020
NASDAQ Biotechnology TR USD15.5228.368.699.4323/10/2020
MSCI Switzerland NR CHF4.459.928.6610.5023/10/2020
MSCI World NR USD6.1210.528.5513.0123/10/2020
MSCI Nordic Countries Small Cap NR USD16.3728.148.0014.8123/10/2020
MSCI ACWI NR USD6.0710.657.9612.8623/10/2020
Morningstar US Mid Core TR EUR2.865.607.8613.0523/10/2020
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 254.1916.987.829.3209/02/2020
MSCI World/Utilities NR USD3.902.747.7611.8023/10/2020
Cat 25%Barclays US Agg TR&75%FTSE Wld TR6.089.207.7512.2222/10/2020
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR6.519.457.2212.1322/10/2020
Cat 50%Barclays US Agg TR&50%FTSE Wld TR6.898.187.1510.7422/10/2020
MSCI Europe Growth NR EUR6.6711.986.7210.3523/10/2020
BBgBarc US Corp Bond TR USD8.366.626.719.3123/10/2020
Tel Aviv SE Yeter- Rest of shares TR ILS12.3016.106.6717.3522/10/2020
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 253.8615.366.629.1709/02/2020
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR6.859.256.479.8522/10/2020
BBgBarc Gbl Infl Linked TR Hdg USD9.425.606.419.1223/10/2020
Cat 75%Barclays US Agg TR&25%FTSE Wld TR7.386.836.369.1422/10/2020
NASDAQ OMX Helsinki Benchmark Cap GR EUR14.5415.716.3315.3723/10/2020
Morningstar China Large Cap CNY22.2026.876.327.4723/10/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg USD7.275.256.239.0523/10/2020
MSCI BRIC NR USD9.5517.336.2214.6323/10/2020
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 253.7614.836.219.0609/02/2020
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR9.2913.276.1811.6023/10/2020
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR7.878.786.1610.6022/10/2020
BBgBarc Gbl Agg Corp TR Hdg CHF12.9512.696.137.8123/10/2020
BBgBarc Gbl Infl Linked US TIPS TR USD10.588.216.097.8623/10/2020
Morningstar US Mid Core PR EUR1.483.796.0311.0823/10/2020
Markit iBoxx ALBI TR USD7.106.185.988.4123/10/2020
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR7.138.935.988.9822/10/2020
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur1.8710.735.797.1209/02/2020
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR3.3813.745.799.9809/02/2020
MSCI Nordic Countries NR EUR15.7019.095.7111.0923/10/2020
MSCI AC Asia Ex Japan NR USD12.4319.035.6713.1223/10/2020
Markit iBoxx ALBI Singapore TR SGD8.126.795.648.3423/10/2020
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR1.8712.175.639.3209/02/2020
FTSE US GBI USD9.506.065.586.9623/10/2020
BBgBarc US Agg Bond TR USD8.025.415.497.4723/10/2020
BBgBarc Gbl Agg Corp TR USD8.136.405.478.5723/10/2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR0.055.805.477.7902/02/2020
BBgBarc Global Aggregate TR Hdg USD6.223.245.417.6623/10/2020
BBgBarc Global Aggregate TR Hdg CHF11.9610.665.376.4923/10/2020
BBgBarc Gbl Infl Linked TR USD9.897.075.327.6423/10/2020
JPM Asia Credit TR USD6.043.855.308.5923/10/2020
MSCI AC Asia Pac Ex JPN NR USD9.6115.025.2212.6723/10/2020
JPM CEMBI Broad Diversified TR USD4.933.605.219.4823/10/2020
FTSE Act UK Cnvt Gilts All Stocks TR GBP6.605.005.165.0923/10/2020
BBgBarc Sterling Agg TR GBP6.235.125.145.3823/10/2020
Vietnam VN Index1.58-3.775.1312.6023/10/2020
MSCI China A Onshore NR CNY26.3132.684.986.1123/10/2020
Markit iBoxx ALBI China Offshore TR CNH9.278.294.977.1723/10/2020
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR9.037.894.968.9722/10/2020
BBgBarc US Corporate High Yield TR USD3.813.224.9310.0623/10/2020
Russell 2000 TR USD0.965.834.9012.1723/10/2020
MSCI World/Materials NR USD7.8012.864.8713.3523/10/2020
BBgBarc Global Aggregate TR USD7.955.274.777.4223/10/2020
Markit iBoxx ALBI Hong Kong TR HKD8.935.994.776.4823/10/2020
MSCI Russia NR USD-26.79-21.834.7512.2923/10/2020
FTSE WBIG Eastern Europe EUR7.686.014.748.3923/10/2020
BBgBarc Gbl Infl Linked TR Hdg GBP7.136.064.664.6423/10/2020
MSCI AC Asia Pacific NR USD6.8711.004.6511.4723/10/2020
FTSE EMU GBI EUR11.667.604.637.8123/10/2020
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR7.677.954.636.7422/10/2020
Morningstar US Small Cap TR EUR-0.273.674.5411.5323/10/2020
Markit iBoxx GBP NonGilts TR4.754.994.525.4823/10/2020
Tel Aviv SE Gov Bond - CPI Linked TR ILS3.012.764.488.4922/10/2020
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur1.797.094.486.0909/02/2020
Tel Aviv SE All Gov Bond TR ILS4.034.094.418.7122/10/2020
ICE BofA Gbl HY Constnd TR USD3.593.204.389.8923/10/2020
BBgBarc Gbl Agg Corp TR Hdg GBP4.775.424.294.3623/10/2020
FTSE/JSE ALB 1-3 Yr TR ZAR-2.96-0.144.288.8323/10/2020
BBgBarc Gbl Infl Linked TR Hdg EUR14.1010.644.178.4323/10/2020
FTSE Japanese GBI JPY3.970.514.017.7523/10/2020
Russell 1000 Value TR USD-6.23-3.064.0010.5123/10/2020
BBgBarc Pan Euro Agg TR EUR9.566.653.957.0123/10/2020
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR0.887.383.946.7509/02/2020
JPM EMBI Global Diversified TR USD1.530.383.939.1323/10/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR11.7810.193.918.2723/10/2020
MSCI ACWI Small NR USD0.885.513.8911.1123/10/2020
BBgBarc Euro Agg Bond TR EUR10.587.153.897.5223/10/2020
Tel Aviv SE All Bond3.023.133.888.8722/10/2020
Tel Aviv SE Gen Bond CPI Linked TR ILS1.801.543.838.7422/10/2020
Red Rocks Gbl Listed Private Eqty TR USD-4.441.643.7011.3223/10/2020
JPM ACI Non Investment Grade TR USD2.470.783.678.9323/10/2020
MSCI Sweden NR SEK12.4115.933.6410.0123/10/2020
BBgBarc Global Aggregate TR Hdg GBP4.083.763.643.1523/10/2020
ICE BofA Sterling HY TR GBP-0.302.373.625.9523/10/2020
Morningstar US Large Val TR EUR-9.46-6.733.5710.8923/10/2020
MSCI Portugal NR EUR0.604.403.569.8823/10/2020
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd9.2011.373.568.7922/10/2020
Cat 50%Citi PolishGBI&50%MSCI Poland NR-0.90-4.763.473.9909/02/2020
MSCI EM NR USD5.5111.293.4211.6123/10/2020
FTSE Swiss GBI CHF8.447.153.354.5123/10/2020
FTSE Polish GBI PLN5.904.353.357.4323/10/2020
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR4.327.463.2810.3122/10/2020
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd2.108.763.215.9509/02/2020
Tel Aviv SE TA 125 TR ILS-10.92-8.973.186.9422/10/2020
BBgBarc Global Aggregate TR Hdg EUR10.818.223.186.9523/10/2020
BBgBarc US Aggregate 1-3 Yr TR USD4.451.973.135.4123/10/2020
BBgBarc Euro Infln Lkd TR EUR8.315.703.026.8523/10/2020
TOPIX TR JPY1.313.632.989.7823/10/2020
JPM CEMBI Broad Diversified Hdg TR EUR9.258.372.908.7023/10/2020
BBgBarc Euro Agg Corps TR EUR8.786.692.827.6023/10/2020
MSCI Germany Small Cap NR EUR3.6610.912.8013.6823/10/2020
FTSE/JSE All Bond TR ZAR-9.56-7.672.747.3923/10/2020
MSCI Europe ex UK Small Cap NR EUR3.8411.032.6711.5623/10/2020
ICE BofA Gbl HY Constnd TR HGBP0.152.152.645.2323/10/2020
Euronext AEX All Share TR EUR0.433.422.5910.6023/10/2020
FTSE Swiss GBI 1-3 Yr CHF8.057.152.514.0023/10/2020
MSCI World High Dividend Yield NR USD-7.19-4.732.488.8623/10/2020
Morningstar US Small Core TR EUR-7.68-4.912.4410.1923/10/2020
BBgBarc Pan Euro HY Euro TR EUR5.445.342.418.9723/10/2020
Morningstar US Value TR EUR-10.69-8.202.4010.2223/10/2020
ICE BofA Gbl HY Constnd TR HEUR7.026.962.409.3023/10/2020
ICE BofA USD 3M Dep OR CM TR USD2.630.172.354.8623/10/2020
FTSE CHF EuroDep 1 Mon CHF7.837.062.303.8723/10/2020
MSCI India NR USD1.452.692.308.6823/10/2020
FTSE USD EuroDep 3 Mon USD2.30-0.152.224.8323/10/2020
MSCI Europe SMID NR EUR-1.424.732.018.8123/10/2020
MSCI Europe Ex UK NR EUR-0.632.401.848.1423/10/2020
MSCI Australia NR USD-5.61-5.501.769.6123/10/2020
MSCI Canada NR USD-3.69-1.051.638.6323/10/2020
JPM GBI-EM Global Diversified TR USD-3.02-3.531.607.6223/10/2020
JPM EMBI Global Diversified Hedge TR EUR5.594.851.558.2723/10/2020
S&P Global Agribusiness Equity TR USD-2.901.931.498.2823/10/2020
Refinitiv Europe CB TR EUR6.646.871.465.8723/10/2020
Tel Aviv SE Makams T-Bill TR ILS3.393.071.456.3022/10/2020
FTSE EPRA Nareit Developed Europe TR EUR-14.15-11.211.444.7323/10/2020
MSCI Europe Small Cap NR EUR-3.214.221.389.0323/10/2020
MSCI Korea NR USD11.8018.481.3711.7123/10/2020
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd9.439.871.366.0422/10/2020
STeFI Composite ZAR-8.63-5.831.356.7123/10/2020
MSCI Pacific Ex Japan NR USD-6.21-4.971.138.9623/10/2020
MSCI EAFE NR USD-4.12-1.461.127.4023/10/2020
BBgBarc Sterling Agg 1-3 Yr TR GBP1.301.471.091.0523/10/2020
BBgBarc Euro Agg Corp 1-3 Yr TR EUR7.515.631.075.5523/10/2020
Morningstar Shrt-Only Cmdty TR USD7.770.651.013.3422/10/2020
FTSE Danish GBI 3-5 Yr DKK7.624.800.965.3123/10/2020
STeFI 3 Month NCD ZAR-9.07-6.340.956.3123/10/2020
Morningstar US Mid Val TR EUR-12.36-10.790.779.4823/10/2020
BBgBarc Euro Agg 1-3 Yr TR EUR7.245.160.724.9723/10/2020
FTSE GBP EuroDep 3 Mon GBP0.370.510.660.5923/10/2020
BBgBarc Euro Agg Govt 1-3 Yr TR EUR7.145.010.634.8323/10/2020
Morningstar DM Europe 100 GR EUR-6.69-3.900.486.1323/10/2020
MSCI AC Asia Ex JPN Small NR USD10.3912.160.467.1423/10/2020
MSCI EMU SMID NR EUR-1.711.990.449.3223/10/2020
S&P Global Infrastructure TR USD-12.36-11.510.397.6823/10/2020
FTSE EPRA Nareit United States TR USD-16.39-21.220.305.3923/10/2020
MSCI Europe NR EUR-6.07-2.940.186.4323/10/2020
FTSE EUR EuroDep 3 Mon EUR6.684.660.184.3523/10/2020
FTSE Danish GBI 1-3 Yr DKK6.984.720.154.4623/10/2020
FTSE EPRA Nareit Global TR USD-16.84-18.59-0.065.8423/10/2020
EONIA Capitalisé 360j TR EUR6.074.60-0.093.8121/10/2020
FTSE Swedish GBI SEK9.508.69-0.154.1023/10/2020
Hang Seng HSI GR HKD-6.93-3.22-0.238.6723/10/2020
MSCI EMU Small Cap NR EUR-3.091.89-0.269.5423/10/2020
FTSE EPRA Nareit Eurozone TR EUR-12.52-12.70-0.276.5523/10/2020
FSE DAX TR EUR2.213.90-0.318.1423/10/2020
MSCI ACWI Value NR USD-10.34-7.88-0.327.3623/10/2020
MSCI Emerging Markets SMID NR USD-0.433.15-0.347.4023/10/2020
FTSE EPRA Nareit Developed Asia TR USD-17.03-19.30-0.345.7423/10/2020
Euronext Paris CAC 40 NR EUR-10.67-7.14-0.377.0823/10/2020
Morningstar Eurozone 50 GR EUR-5.24-3.45-0.456.9123/10/2020
Morningstar Shrt/Flt Cmdty TR USD2.46-1.96-0.492.0922/10/2020
OSE Oslo Børs Mutual Fund TR NOK-9.49-3.58-0.568.6523/10/2020
BBgBarc Global Aggregate TR Hdg NOK0.491.76-0.584.8223/10/2020
Morningstar Lng/Flt Cmdty TR USD-3.13-2.68-0.591.0822/10/2020
MSCI EMU NR EUR-4.83-2.72-0.716.9323/10/2020
MSCI Frontier Markets NR USD-4.10-1.16-0.907.5823/10/2020
MSCI Europe High Div Yld NR EUR-13.36-11.03-0.934.9523/10/2020
MSCI AC Asia Pacific ex Japan HDY NR USD-9.15-5.95-1.066.5423/10/2020
FTSE Italia AllShare TR EUR-10.19-6.92-1.575.1623/10/2020
BBgBarc Gbl Infl Linked Sweden TR USD5.314.38-1.803.9323/10/2020
Morningstar Lng/Shrt Cmdty TR USD-6.79-7.34-1.89-0.2922/10/2020
Morningstar Agriculture Cmdty TR USD6.547.82-1.920.2723/10/2020
FTSE SEK EuroDep 3 Mon SEK8.318.61-2.212.1723/10/2020
FTSE Swedish GBI 1-3 Yr SEK8.158.05-2.372.2223/10/2020
S&P Global Natural Resources TR USD-14.45-10.09-2.427.9423/10/2020
OSE Statsobligasjonsind 3.000.071.12-2.632.7723/10/2020
Athens Exchange Athex Composite TR-26.39-23.99-2.644.1423/10/2020
S&P Mid-East and Africa BMI TR USD-9.30-7.09-2.923.0922/10/2020
FTSE 250 Ex Investment Trust TR GBP-20.57-12.96-2.972.1223/10/2020
Morningstar Lng-Only Cmdty TR USD-15.80-13.03-3.120.1622/10/2020
Morningstar Lng/Shrt Cmdty ER USD-7.22-8.07-3.41-1.4022/10/2020
OSE Statsobligasjonsind 1.00-2.19-0.69-3.442.1223/10/2020
MSCI Singapore NR SGD-18.43-16.76-3.454.6623/10/2020
MSCI World/Financials NR USD-16.52-13.81-3.456.2423/10/2020
FTSE AllSh TR GBP-19.12-14.74-3.552.4923/10/2020
FTSE/JSE All Share TR ZAR-12.92-8.73-3.573.1523/10/2020
OSE Statsobligasjonsind 0.25-3.05-1.46-3.661.9523/10/2020
Morningstar US Small Val TR EUR-14.93-12.15-4.225.6923/10/2020
MSCI EM Europe NR EUR-28.11-24.70-4.305.0023/10/2020
Euronext BEL 20 NR EUR-11.19-8.00-4.765.5823/10/2020
Euronext Paris CAC Mid&Small NR EUR-6.90-3.25-4.807.8123/10/2020
MSCI AC ASEAN NR USD-18.91-19.14-4.883.8323/10/2020
FTSE Small Cap Ex Invest Trust TR GBP-17.36-8.15-4.991.7623/10/2020
S&P Pan Africa TR-16.72-14.47-6.051.5922/10/2020
MSCI Indonesia NR IDR-23.33-22.88-6.504.5923/10/2020
MSCI Europe Value NR EUR-18.45-17.25-6.532.2323/10/2020
MSCI Brazil NR USD-35.43-31.90-7.4811.6023/10/2020
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-7.56-8.27-7.50-0.7610/02/2020
MSCI Thailand NR THB-28.99-31.21-7.524.7223/10/2020
FTSE 100 PR GBP-22.30-19.29-7.99-1.8823/10/2020
BME IBEX 35 NR EUR-21.19-20.54-8.84-0.5523/10/2020
MSCI EM Latin America NR USD-30.07-27.98-9.055.3023/10/2020
Morningstar Energy Cmdty TR USD-45.05-40.93-11.34-6.2922/10/2020
Morningstar Livestock Cmdty TR USD-25.60-25.22-12.62-5.2522/10/2020
MSCI Poland NR EUR-27.65-30.89-15.13-1.6723/10/2020
MSCI Austria NR EUR-28.64-29.68-15.313.4023/10/2020
MSCI World/Energy NR USD-44.72-43.79-17.71-6.7523/10/2020
MSCI Turkey NR EUR-30.32-26.63-22.04-10.1223/10/2020
FTSE/JSE SA Listed Property TR ZAR-52.15-52.02-27.99-13.2023/10/2020
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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