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 USD-21.8871.5235.4224.6111/06/2021
MSCI Taiwan NR USD14.5953.9323.8124.0511/06/2021
MSCI World/Information Tech NR USD5.1230.8823.4928.5111/06/2021
Morningstar US Growth TR EUR5.9130.5421.5023.9511/06/2021
EMIX Global Mining Global Gold TR USD4.312.9821.0210.4310/06/2021
Russell 1000 Growth TR USD5.1429.1520.4522.9711/06/2021
Morningstar US Mid Growth TR EUR1.4930.7620.0621.8311/06/2021
Morningstar US Large Growth TR EUR5.0326.0719.9023.2111/06/2021
MSCI Denmark NR DKK5.7828.9419.8214.2711/06/2021
MSCI Sweden Small Cap NR SEK11.5053.5419.7217.7511/06/2021
MSCI World/Comm Services NR USD11.6030.6417.9611.5311/06/2021
S&P Global Water TR12.6735.0517.3015.9911/06/2021
Tel Aviv SE Yeter- Rest of shares TR ILS7.9540.7716.7916.6610/06/2021
MSCI ACWI Growth NR USD4.3927.0016.2818.8911/06/2021
Morningstar US Large Cap TR EUR8.5827.4316.0818.5111/06/2021
Russell 1000 TR USD9.8430.8815.7018.0811/06/2021
Morningstar US Market TR USD9.7831.3015.4217.9911/06/2021
Morningstar US Market TR EUR9.7831.3015.4217.9911/06/2021
Morningstar US Market TR GBP9.7831.3015.4217.9911/06/2021
DJ Islamic World TR USD5.6625.9715.4117.6411/06/2021
Russell 3000 TR USD10.1632.2915.3617.9911/06/2021
MSCI Sweden NR SEK17.8046.2515.2815.1111/06/2021
S&P 500 TR USD10.1728.6615.2517.7511/06/2021
Morningstar US Large Core TR EUR7.0228.0314.9217.2111/06/2021
MSCI Russia NR USD17.2120.6114.7917.0111/06/2021
MSCI Switzerland NR CHF7.7714.8114.7412.8611/06/2021
MSCI Nordic Countries Small Cap NR USD11.4150.6014.4016.8311/06/2021
Morningstar US Mid Cap TR EUR12.2038.4414.2516.7811/06/2021
Morningstar US Core TR EUR8.0330.7514.2516.5911/06/2021
Red Rocks Gbl Listed Private Eqty TR USD16.4650.1114.0317.3911/06/2021
Morningstar US Small Growth TR EUR-1.7934.7613.8318.9211/06/2021
MSCI Nordic Countries NR EUR12.4236.1713.6914.1911/06/2021
Russell Mid Cap TR USD12.3138.2613.5315.9911/06/2021
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR13.4335.9913.4915.1412/06/2021
Morningstar US Mid Core TR EUR12.8737.1313.1215.0011/06/2021
MSCI World/Health Care NR USD5.5612.3913.0212.6411/06/2021
Refinitiv Global CB TR USD0.5022.2812.6712.9511/06/2021
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR4.2921.8912.5413.2611/06/2021
NASDAQ Biotechnology TR USD3.8614.7912.4513.6511/06/2021
MSCI China A Onshore NR CNY1.3331.5912.1410.3911/06/2021
Refinitiv Global Hgd CB TR EUR-0.4627.7011.9812.9511/06/2021
MSCI World NR USD9.1727.0411.9514.9711/06/2021
MSCI Europe Growth NR EUR10.7824.9911.5413.3911/06/2021
MSCI ACWI NR USD8.5327.0411.4114.8311/06/2021
Morningstar US Mid Core PR EUR12.2935.1911.2913.0911/06/2021
Russell 2000 TR USD14.9155.8511.2316.8311/06/2021
Morningstar China Large Cap CNY1.8231.3210.7011.9211/06/2021
Morningstar US Small Cap TR EUR14.5050.2010.4615.1211/06/2021
NASDAQ OMX Helsinki Benchmark Cap GR EUR13.8834.5610.3316.4811/06/2021
Cat 25%Barclays US Agg TR&75%FTSE Wld TR5.7016.0210.2812.6012/06/2021
S&P Global Agribusiness Equity TR USD16.3645.3410.1911.7811/06/2021
MSCI World/Utilities NR USD0.294.9710.188.5311/06/2021
Russell 1000 Value TR USD14.8931.8410.1212.6811/06/2021
MSCI India NR USD11.7149.1910.0012.9211/06/2021
FTSE EPRA Nareit Switzerland TR EUR0.594.409.969.5811/06/2021
MSCI Europe ex UK Small Cap NR EUR12.5242.399.8415.0111/06/2021
Tel Aviv SE TA 125 TR ILS7.3816.829.8011.2310/06/2021
MSCI World/Materials NR USD12.2437.749.7515.7311/06/2021
MSCI Canada NR USD18.4535.919.6811.2611/06/2021
Morningstar US Mod Tgt Alloc NR USD3.6212.089.6011.3411/06/2021
MSCI ACWI SMID NR USD11.4536.979.5713.8511/06/2021
MSCI Korea NR USD2.8343.629.5216.3711/06/2021
Euronext AEX All Share TR EUR11.6431.029.4614.2111/06/2021
FTSE EPRA Nareit United States TR USD22.1130.029.297.8011/06/2021
MSCI Germany Small Cap NR EUR9.0838.029.2017.1811/06/2021
Morningstar US Large Value TR EUR12.4423.838.9912.1411/06/2021
Morningstar US Small Core TR EUR17.2247.718.8913.8511/06/2021
MSCI Europe Ex UK NR EUR11.1427.068.8612.3311/06/2021
Morningstar US Value TR EUR15.9631.358.7812.2711/06/2021
MSCI Australia NR USD9.9827.038.7411.9211/06/2021
Morningstar EU Agg Gbl Tgt Alloc NR EUR7.0121.678.6711.9711/06/2021
FTSE Small Cap Ex Invest Trust TR GBP27.7462.898.6111.2711/06/2021
MSCI Golden Dragon NR USD2.1523.778.5717.2811/06/2021
Athens Exchange Athex Composite TR9.7940.118.4812.8611/06/2021
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd5.4720.098.339.4312/06/2021
Cat 50%Barclays US Agg TR&50%FTSE Wld TR2.
MSCI Europe SMID NR EUR11.1536.938.1212.7911/06/2021
Morningstar US Mid Val TR EUR22.9745.588.1112.5511/06/2021
MSCI EMU Small Cap NR EUR14.3741.718.0614.0711/06/2021
Morningstar Eurozone 50 GR EUR13.8230.308.0312.6211/06/2021
Morningstar UK Adv Tgt Alloc NR GBP8.6423.928.0211.6311/06/2021
MSCI Europe Small Cap NR EUR12.6541.278.0113.2011/06/2021
MSCI AC Asia Pac Ex JPN NR USD3.8626.437.9314.4511/06/2021
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 254.1916.987.829.3209/02/2020
Morningstar DM Europe 100 GR EUR12.4323.807.8210.8911/06/2021
MSCI AC Asia Ex Japan NR USD3.0426.637.6715.0411/06/2021
Euronext Paris CAC 40 NR EUR15.3633.267.4513.0511/06/2021
MSCI AC Asia Ex JPN Small NR USD15.8045.777.4512.0011/06/2021
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR1.9910.577.459.2512/06/2021
MSCI World High Dividend Yield NR USD9.1916.967.379.6611/06/2021
Morningstar Asia 50/50 NR USD0.499.467.359.9311/06/2021
MSCI Brazil NR USD6.6319.247.3212.4411/06/2021
Morningstar US Small Val TR EUR29.1466.737.3011.6511/06/2021
MSCI EM NR USD4.3427.057.2713.8311/06/2021
Morningstar EU Agg Tgt Alloc NR EUR8.1921.837.2310.7911/06/2021
MSCI EM Europe NR EUR13.4317.697.2210.4711/06/2021
FTSE Italia AllShare TR EUR13.2333.857.1313.6511/06/2021
Vietnam VN Index19.2141.147.0416.2111/06/2021
MSCI BRIC NR USD1.5221.646.9715.8211/06/2021
MSCI AC Asia Pacific NR USD2.3820.606.8312.9511/06/2021
MSCI Europe NR EUR11.4925.566.7210.8811/06/2021
FTSE/JSE All Bond TR ZAR10.0327.876.7012.3111/06/2021
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 253.8615.366.629.1709/02/2020
MSCI World/Financials NR USD19.7939.936.6213.0711/06/2021
MSCI EMU SMID NR EUR9.5432.256.5112.9711/06/2021
Morningstar UK Mod Adv Tgt Alloc NR GBP6.4117.626.499.1011/06/2021
MSCI Emerging Markets SMID NR USD12.7537.236.3811.6611/06/2021
MSCI EMU NR EUR11.7628.946.3111.8111/06/2021
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR0.257.086.307.8012/06/2021
ICE BofA Sterling HY TR GBP3.3113.606.276.6511/06/2021
BBgBarc Euro Agg Govt 10+ Yr TR EUR-10.27-3.516.245.1911/06/2021
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 253.7614.836.219.0609/02/2020
OSE Oslo Børs Mutual Fund TR NOK14.3842.886.2013.6411/06/2021
MSCI EAFE NR USD8.0021.056.1410.7311/06/2021
MSCI ACWI Value NR USD12.6426.566.1210.4611/06/2021
MSCI Pacific Ex Japan NR USD8.3321.716.1011.1311/06/2021
Morningstar China 50/50 NR USD-3.523.566.0610.9611/06/2021
S&P Global Infrastructure TR USD6.1312.695.997.8111/06/2021
Cat 75%Barclays US Agg TR&25%FTSE Wld TR-1.44-2.795.966.5812/06/2021
FSE DAX TR EUR9.5824.875.9211.6611/06/2021
Morningstar EU Mod Gbl Tgt Alloc NR EUR1.7510.555.888.3511/06/2021
Morningstar UK Mod Tgt Alloc NR GBP3.8312.005.827.2511/06/2021
FTSE EPRA Nareit Global TR USD14.7520.995.797.6311/06/2021
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR3.3813.745.799.9809/02/2020
BBgBarc US Corp Bond TR USD-4.95-7.205.785.2811/06/2021
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR-0.679.235.779.1112/06/2021
ICE BofA Gbl HY Constnd TR HGBP2.8013.235.725.9111/06/2021
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR1.8712.175.639.3209/02/2020
FTSE/JSE ALB 1-3 Yr TR ZAR5.1617.715.5911.1811/06/2021
Morningstar US Con Tgt Alloc NR USD-1.64-2.695.506.2411/06/2021
JPM CEMBI Broad Diversified TR USD-2.18-2.435.496.2311/06/2021
BBgBarc Gbl Agg Corp TR Hdg GBP-1.243.655.493.6011/06/2021
Cat 50%Citi ESBI Indo&50%MSCI Indo NR0.055.805.477.7902/02/2020
BBgBarc Gbl Agg Corp TR Hdg CHF-6.47-3.955.443.8711/06/2021
BBgBarc Gbl Infl Linked TR Hdg GBP0.664.075.374.3111/06/2021
BBgBarc US Corporate High Yield TR USD-
Tel Aviv SE Gen Bond CPI Linked TR ILS-1.54-
Tel Aviv SE Gov Bond - CPI Linked TR ILS-2.71-2.945.256.4010/06/2021
ICE BofA Gbl HY Constnd TR USD-0.603.245.247.4711/06/2021
FTSE/JSE All Share TR ZAR20.1045.475.1710.6611/06/2021
ICE BofA AsianDollar HYCp CN Is TR USD-5.26-5.505.156.2411/06/2021
Morningstar EU Mod Tgt Alloc NR EUR2.3710.915.137.7611/06/2021
BBgBarc Gbl Agg Corp 0901 TR Hdg USD-4.36-6.854.935.1111/06/2021
FTSE EPRA Nareit Developed Europe TR EUR8.2822.134.937.6211/06/2021
JPM EMBI Global Diversified TR USD-3.36-2.334.855.6311/06/2021
BBgBarc Gbl Infl Linked US TIPS TR USD-1.90-4.604.844.5411/06/2021
MSCI China NR USD-2.7616.334.8217.0011/06/2021
MSCI Europe High Div Yld NR EUR6.4117.794.828.3011/06/2021
Markit iBoxx GBP NonGilts TR-2.601.824.794.1611/06/2021
Morningstar UK Mod Caut Tgt Alloc NR GBP1.356.464.755.1111/06/2021
BBgBarc Gbl Infl Linked TR USD-1.88-1.734.685.1111/06/2021
JPM ACI Non Investment Grade TR USD-1.22-2.124.655.6511/06/2021
BBgBarc Gbl Agg Corp TR USD-4.45-4.834.654.8111/06/2021
BBgBarc Gbl Infl Linked TR Hdg USD-2.53-6.564.615.6311/06/2021
Tel Aviv SE All Bond-3.43-1.884.536.5010/06/2021
JPM Asia Credit TR USD-3.21-6.554.504.7711/06/2021
S&P Global Natural Resources TR USD21.4040.014.4212.8511/06/2021
Euronext BEL 20 NR EUR12.3824.284.378.2511/06/2021
Tel Aviv SE All Gov Bond TR ILS-5.01-
JPM CEMBI Broad Diversified Hdg TR EUR-3.552.754.115.4711/06/2021
BBgBarc Sterling Agg TR GBP-5.01-4.654.003.2411/06/2021
MSCI Frontier Markets NR USD10.1422.533.988.4611/06/2021
ICE BofA Gbl HY Constnd TR HEUR-1.817.273.946.8011/06/2021
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR0.887.383.946.7509/02/2020
Markit iBoxx ALBI TR USD-4.65-4.823.924.7811/06/2021
Morningstar UK Cau Tgt Alloc NR GBP-1.250.993.923.2711/06/2021
BBgBarc Global Aggregate TR Hdg GBP-1.540.103.722.1111/06/2021
TOPIX TR JPY-0.459.263.6610.2011/06/2021
BBgBarc US Agg Bond TR USD-4.88-10.673.653.4711/06/2021
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.167.373.594.3712/06/2021
BBgBarc Global Aggregate TR Hdg CHF-6.72-7.243.582.3211/06/2021
BBgBarc Pan Euro HY Euro TR EUR-1.176.333.576.4711/06/2021
FTSE 250 Ex Investment Trust TR GBP14.2339.763.568.1311/06/2021
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR-5.73-1.933.564.3511/06/2021
FTSE Act UK Cnvt Gilts All Stocks TR GBP-5.73-6.773.492.7311/06/2021
Cat 50%Citi PolishGBI&50%MSCI Poland NR-0.90-4.763.473.9909/02/2020
Markit iBoxx ALBI Hong Kong TR HKD-3.00-8.433.383.0811/06/2021
JPM EMBI Global Diversified Hedge TR EUR-4.772.683.364.7811/06/2021
BBgBarc Gbl Infl Linked TR Hdg EUR-3.89-1.523.344.9411/06/2021
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR-4.02-1.303.324.1712/06/2021
MSCI Portugal NR EUR-5.212.393.279.3911/06/2021
FTSE WBIG Eastern Europe EUR-4.54-3.583.235.1011/06/2021
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd2.108.763.215.9509/02/2020
Markit iBoxx ALBI Singapore TR SGD-6.12-6.843.163.7911/06/2021
S&P Mid-East and Africa BMI TR USD17.5631.443.097.5711/06/2021
MSCI EM Latin America NR USD6.0722.243.067.9111/06/2021
BBgBarc US Government TR USD-5.67-
BBgBarc Global Aggregate TR Hdg USD-4.66-
Morningstar EU Cau Gbl Tgt Alloc NR EUR-3.230.332.954.6911/06/2021
FTSE EPRA Nareit Developed Asia TR USD9.2211.402.946.4911/06/2021
Markit iBoxx ALBI China Offshore TR CNH0.171.862.935.2711/06/2021
MSCI AC Asia Pacific ex Japan HDY NR USD7.5213.912.909.6611/06/2021
STeFI Composite ZAR5.5616.142.779.1011/06/2021
BBgBarc Euro Infln Lkd TR EUR-1.963.892.774.3911/06/2021
BBgBarc Global Aggregate TR USD-5.34-7.542.743.0311/06/2021
Morningstar EU Cau Tgt Alloc NR EUR-3.110.702.744.5811/06/2021
Refinitiv Europe CB TR EUR-
Euronext Paris CAC Mid&Small NR EUR11.3034.722.4710.9311/06/2021
STeFI 3 Month NCD ZAR5.4615.582.378.6911/06/2021
Markit iBoxx GBP NonGilts 1-5 TR0.012.362.362.1211/06/2021
BBgBarc Euro Agg Govt TR EUR-6.70-3.772.353.4011/06/2021
BBgBarc Pan Euro Agg TR EUR-5.92-3.712.303.2711/06/2021
FTSE EPRA Nareit Eurozone TR EUR4.6416.502.207.4611/06/2021
JPM GBI-EM Global Diversified TR USD-4.59-4.402.194.4711/06/2021
BBgBarc Euro Agg Bond TR EUR-6.18-3.422.063.3911/06/2021
FTSE AllSh TR GBP12.4624.752.027.6911/06/2021
BBgBarc Global Aggregate TR Hdg EUR-6.00-5.281.742.8011/06/2021
Tel Aviv SE Makams T-Bill TR ILS-4.35-4.481.573.9310/06/2021
MSCI Europe Value NR EUR12.0926.061.508.0011/06/2021
FTSE Polish GBI PLN-4.21-4.791.484.7811/06/2021
BBgBarc US Aggregate 1-3 Yr TR USD-3.11-9.981.162.2211/06/2021
BBgBarc Sterling Agg 1-3 Yr TR GBP-0.160.511.100.8411/06/2021
BBgBarc Global Aggregate TR Hdg NOK-
S&P Pan Africa TR15.2535.380.896.6211/06/2021
MSCI Austria NR EUR25.6357.070.6914.8711/06/2021
FTSE Swiss GBI 1-3 Yr CHF-5.07-6.840.620.8511/06/2021
FTSE GBP EuroDep 3 Mon GBP0.010.080.540.5011/06/2021
FTSE CHF EuroDep 1 Mon CHF-5.17-7.240.410.7511/06/2021
FTSE Swedish GBI SEK-5.71-1.700.380.7411/06/2021
FTSE Swiss GBI CHF-8.17-9.560.320.5111/06/2021
ICE BofA USD 3M Dep OR CM TR USD-3.11-10.25-0.101.7611/06/2021
MSCI Singapore NR SGD8.4212.67-0.197.7811/06/2021
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-4.00-3.01-0.232.3111/06/2021
FTSE USD EuroDep 3 Mon USD-3.18-10.37-0.291.6911/06/2021
BME IBEX 35 NR EUR10.2223.77-0.366.5211/06/2021
Hang Seng HSI GR HKD3.628.66-0.5410.6111/06/2021
FTSE SEK EuroDep 3 Mon SEK-4.53-0.91-0.68-0.2611/06/2021
BBgBarc Euro Agg 1-3 Yr TR EUR-4.37-4.34-0.701.7711/06/2021
BBgBarc Gbl Infl Linked Sweden TR USD-3.911.34-0.710.7011/06/2021
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-4.50-4.73-0.801.6311/06/2021
FTSE Danish GBI 3-5 Yr DKK-4.87-5.34-0.861.7211/06/2021
FTSE Swedish GBI 1-3 Yr SEK-4.68-0.98-1.02-0.3211/06/2021
EONIA Capitalisé 360j TR EUR-4.06-3.76-1.091.3610/06/2021
BBgBarc Japanese Aggregate TR JPY-8.88-13.16-1.27-0.3511/06/2021
FTSE EUR EuroDep 3 Mon EUR-4.47-5.28-1.401.2311/06/2021
FTSE Danish GBI 1-3 Yr DKK-4.49-5.09-1.431.1811/06/2021
MSCI Indonesia NR IDR-7.255.43-1.693.2711/06/2021
MSCI AC ASEAN NR USD-0.292.20-2.504.3611/06/2021
FTSE 100 PR GBP10.4317.40-2.673.1311/06/2021
MSCI Thailand NR THB2.53-2.59-3.767.0111/06/2021
MSCI Poland NR EUR9.6910.70-3.825.8111/06/2021
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-7.56-8.27-7.50-0.7610/02/2020
MSCI World/Energy NR USD31.5026.51-8.250.7911/06/2021
MSCI Turkey NR EUR-16.48-10.97-12.31-9.7811/06/2021
FTSE/JSE SA Listed Property TR ZAR24.7337.82-12.52-4.6011/06/2021
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.

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement