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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
MSCI World/Information Tech NR USD28.7617.3319.1423.2618/10/2019
Morningstar US Large Growth TR EUR20.6213.6416.7019.8118/10/2019
MSCI Russia NR USD31.9629.2816.3414.4518/10/2019
Morningstar US Growth TR EUR21.8613.1616.0519.1118/10/2019
Russell 1000 Growth TR USD22.8513.5715.9619.8118/10/2019
Athens Exchange Athex Composite TR38.8538.0614.642.4118/10/2019
Morningstar US Mid Growth TR EUR23.9314.6114.5317.1418/10/2019
Morningstar US Large Cap TR EUR19.2511.4412.6917.2218/10/2019
S&P 500 TR USD19.5011.5512.2316.9618/10/2019
Russell 1000 TR USD19.4211.3412.0416.7218/10/2019
FTSE Italia AllShare TR EUR20.5717.9411.969.6218/10/2019
Morningstar US Market TR GBP19.3411.0911.9316.6518/10/2019
Morningstar US Market TR USD19.3411.0911.9316.6518/10/2019
Morningstar US Market TR EUR19.3411.0911.9316.6518/10/2019
Russell 3000 TR USD19.0310.6011.7416.5018/10/2019
FTSE EPRA Nareit Switzerland TR EUR30.2534.7911.4516.9218/10/2019
MSCI ACWI Growth NR USD20.2613.4411.2615.2418/10/2019
Morningstar US Small Growth TR EUR16.393.3711.2515.7518/10/2019
S&P Global Water TR23.9822.2910.7715.5418/10/2019
Morningstar US Large Core TR EUR19.518.9710.7616.3218/10/2019
Morningstar US Mid Cap TR EUR21.0112.5410.7515.7318/10/2019
Red Rocks Gbl Listed Private Eqty TR USD22.3610.9910.6015.0218/10/2019
Morningstar US Core TR EUR20.5210.4010.5216.0218/10/2019
MSCI Thailand NR THB8.785.8210.2510.5218/10/2019
DJ Islamic World TR USD18.1112.4510.1314.3220/10/2019
Vietnam VN Index9.374.699.9714.0718/10/2019
Morningstar US Mid Core TR EUR22.7714.879.8915.2818/10/2019
MSCI EM Europe NR EUR18.5418.939.847.0118/10/2019
Russell Mid Cap TR USD20.2911.439.7614.9418/10/2019
MSCI Taiwan NR USD20.4219.779.6414.2718/10/2019
Morningstar US Large Val TR EUR15.5510.269.6014.8018/10/2019
MSCI World/Utilities NR USD17.8921.629.3912.6618/10/2019
MSCI World NR USD16.999.949.2613.3518/10/2019
MSCI Germany Small Cap NR EUR14.922.789.0516.4518/10/2019
Euronext Paris CAC 40 NR EUR17.0910.819.0211.3318/10/2019
Tel Aviv SE TA 125 TR ILS23.3513.709.0110.1717/10/2019
MSCI World/Financials NR USD15.267.448.8311.2818/10/2019
MSCI Switzerland NR CHF20.7219.648.7810.9518/10/2019
Morningstar US Value TR EUR15.188.898.7714.4818/10/2019
MSCI ACWI NR USD15.809.908.7512.7818/10/2019
Euronext AEX All Share TR EUR14.828.868.7012.4818/10/2019
FTSE EPRA Nareit Developed Europe TR EUR18.6113.208.4712.5618/10/2019
MSCI Poland NR EUR-7.29-1.428.351.2118/10/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR18.2613.478.2614.5019/10/2019
Russell 1000 Value TR USD16.059.098.0813.5818/10/2019
MSCI Singapore NR SGD7.069.728.057.4418/10/2019
Morningstar US Mid Core PR EUR21.0712.868.0013.2918/10/2019
MSCI World/Health Care NR USD8.604.297.9212.7218/10/2019
S&P Global Clean Energy TR USD32.4136.557.879.3818/10/2019
Morningstar US Small Core TR EUR19.788.887.8613.7918/10/2019
Russell 2000 TR USD13.661.177.8113.6718/10/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR11.285.227.7013.9718/10/2019
Morningstar US Mid Val TR EUR15.887.807.5914.5718/10/2019
S&P Global Infrastructure TR USD20.0619.907.5611.4518/10/2019
Morningstar Eurozone 50 GR EUR18.4013.047.559.4118/10/2019
FTSE EPRA Nareit Global TR USD20.5622.577.4812.9518/10/2019
MSCI Europe Growth NR EUR19.0314.927.4811.1018/10/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR14.4310.997.4612.2519/10/2019
MSCI Austria NR EUR7.27-11.077.4211.8818/10/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR13.379.477.3711.4619/10/2019
MSCI EMU SMID NR EUR15.455.657.3512.8918/10/2019
Morningstar US Small Cap TR EUR15.383.197.3113.3018/10/2019
FTSE EPRA Nareit Eurozone TR EUR13.978.267.0614.0218/10/2019
MSCI World High Dividend Yield NR USD14.2811.037.0511.5018/10/2019
MSCI BRIC NR USD9.7614.307.009.7518/10/2019
MSCI EMU Small Cap NR EUR14.624.996.9313.5218/10/2019
MSCI Europe Ex UK NR EUR15.8010.696.919.7318/10/2019
MSCI Golden Dragon NR USD10.4113.536.8911.9118/10/2019
MSCI China NR USD9.2412.516.8711.5818/10/2019
FTSE EPRA Nareit Developed Asia TR USD14.6720.646.8511.1318/10/2019
MSCI EMU NR EUR15.309.096.789.6618/10/2019
MSCI World/Materials NR USD12.577.176.769.7718/10/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR14.018.566.7510.4819/10/2019
MSCI Europe High Div Yld NR EUR14.5811.866.759.0318/10/2019
MSCI Europe SMID NR EUR15.726.276.7011.7218/10/2019
FTSE EPRA Nareit United States TR USD25.3525.356.6114.0318/10/2019
Morningstar DM Europe 100 GR EUR15.8512.586.568.2218/10/2019
MSCI ACWI Small NR USD13.744.376.5212.3518/10/2019
FTSE 250 Ex Investment Trust TR GBP19.619.836.529.1818/10/2019
MSCI Brazil NR USD10.1612.816.436.7418/10/2019
MSCI Europe Small Cap NR EUR14.904.446.3612.5418/10/2019
MSCI Australia NR USD17.4214.836.358.6618/10/2019
MSCI Europe NR EUR14.249.416.348.7518/10/2019
MSCI ACWI Value NR USD11.416.386.2110.2718/10/2019
ICE BofAML Sterling HY TR GBP10.366.556.046.7818/10/2019
MSCI Europe ex UK Small Cap NR EUR13.053.046.0013.5518/10/2019
MSCI EAFE NR USD13.248.265.979.6218/10/2019
MSCI Pacific Ex Japan NR USD11.7612.855.969.1118/10/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR12.9321.375.8810.7530/09/2019
MSCI Frontier Markets NR USD9.9012.165.834.2818/10/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR-3.381.295.783.2319/10/2019
Beassa ALBI TR ZAR5.1711.275.726.7318/10/2019
MSCI AC Asia Pac Ex JPN NR USD8.7411.295.699.7118/10/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 2516.117.605.658.6519/10/2019
MSCI AC Asia Ex Japan NR USD6.9010.495.6110.0818/10/2019
EMIX Global Mining Global Gold TR USD30.6043.205.6013.2717/10/2019
MSCI AC Asia Pacific NR USD9.828.215.5110.9518/10/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR12.0111.635.4810.8219/10/2019
OSE FXLT Mutual Fund Index Linked/TOTX5.93-6.905.447.9818/10/2019
FTSE AllSh TR GBP11.726.875.447.2918/10/2019
TOPIX TR JPY10.922.555.3313.5118/10/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR9.978.645.319.2619/10/2019
S&P Global Natural Resources TR USD4.99-4.625.316.8818/10/2019
MSCI India NR USD2.6115.645.269.6318/10/2019
Morningstar UK Bank Capital TR GBP10.219.865.255.6418/10/2019
MSCI Portugal NR EUR12.606.195.206.9418/10/2019
MSCI Nordic Countries NR EUR10.205.675.168.4618/10/2019
Beassa 1-3 Yr TR ZAR1.917.465.126.7118/10/2019
MSCI Europe Value NR EUR9.433.945.096.2818/10/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR11.889.225.019.0819/10/2019
S&P Global Agribusiness Equity TR USD11.843.194.989.2418/10/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 2513.7310.164.988.5219/10/2019
Morningstar UK Gov Infl Lkd TR GBP15.1516.824.948.9318/10/2019
MSCI EM NR USD7.049.694.938.0718/10/2019
Morningstar Livestock Cmdty TR USD-9.82-5.444.91-2.0018/10/2019
MSCI Denmark NR DKK12.9711.984.9111.0318/10/2019
Euronext Paris CAC Mid&Small NR EUR10.24-2.104.8712.8518/10/2019
Morningstar UK Eurobond Corp TR GBP13.0513.094.876.2418/10/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR9.747.764.809.9019/10/2019
FSE DAX TR EUR15.107.114.789.2218/10/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS13.9612.654.778.2917/10/2019
TReuters Global CB TR USD9.458.214.739.2918/10/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 2512.9710.824.718.4119/10/2019
Tel Aviv SE Yeter- Rest of shares TR ILS21.4110.064.6215.8417/10/2019
ICE BofAML Gbl HY Constnd TR HGBP9.916.394.494.8318/10/2019
MSCI Hong Kong NR HKD3.029.754.4410.7218/10/2019
Tel Aviv SE All Bond13.1312.324.388.4617/10/2019
MSCI Canada NR USD18.789.054.256.5518/10/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS14.9514.054.247.9017/10/2019
BBgBarc US Corporate High Yield TR USD10.239.004.2110.1618/10/2019
ICE BofAML Gbl HY Constnd TR USD9.428.894.159.6418/10/2019
MSCI Sweden NR SEK10.876.244.137.5118/10/2019
MSCI AC ASEAN NR USD3.648.114.135.9818/10/2019
MSCI Sweden Small Cap NR SEK12.967.614.1114.4518/10/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur9.078.354.087.2819/10/2019
Tel Aviv SE All Gov Bond TR ILS13.5013.484.028.2217/10/2019
MSCI AC Asia Pacific ex Japan HDY NR USD5.999.043.996.9018/10/2019
FTSE EMU GBI 10+ Yr EUR15.0221.793.959.1418/10/2019
BME IBEX 35 NR EUR7.736.473.813.7618/10/2019
Morningstar EM Corp Bd TR USD10.7914.323.799.9718/10/2019
STeFI Composite ZAR1.555.323.755.7118/10/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR7.957.183.719.0019/10/2019
Markit iBoxx GBP NonGilts TR8.638.813.635.1018/10/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR6.929.833.639.5719/10/2019
JPM CEMBI Broad Diversified TR USD9.7412.903.609.9818/10/2019
TReuters Global Hedged CB TR EUR5.433.203.596.1018/10/2019
FTSE Small Cap Ex Invest Trust TR GBP5.93-3.443.497.3718/10/2019
MSCI World/Comm Services NR USD19.0715.823.469.9118/10/2019
BBgBarc Sterling Agg TR GBP8.6510.513.455.2618/10/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR9.5112.083.459.3019/10/2019
STeFI 3 Month NCD ZAR1.264.963.405.3618/10/2019
JPM EMBI Global Diversified TR USD11.7914.823.3810.3818/10/2019
NASDAQ Biotechnology TR USD4.70-7.793.358.1218/10/2019
Morningstar UK Bd TR GBP8.7011.213.325.2218/10/2019
FTSE Polish GBI PLN0.424.613.304.6918/10/2019
BBgBarc Pan Euro HY Euro TR EUR5.134.103.266.5718/10/2019
FTSE Act UK Cnvt Gilts All Stocks TR GBP8.2710.603.225.0918/10/2019
FTSE WBIG Eastern Europe EUR4.658.223.226.5218/10/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR6.587.663.217.0119/10/2019
MSCI Nordic Countries Small Cap NR USD8.34-0.983.2012.9718/10/2019
Euronext BEL 20 NR EUR13.987.073.109.3518/10/2019
BBgBarc Gbl Agg Corp TR Hdg GBP9.8110.053.083.5918/10/2019
MSCI EM Latin America NR USD6.975.243.064.1718/10/2019
Morningstar EM Composite Bd TR USD10.2413.973.019.6618/10/2019
JPM ACI Non Investment Grade TR USD9.5912.112.9910.9618/10/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD9.9313.562.959.1718/10/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR7.6810.932.928.7019/10/2019
BBgBarc US Corp Bond TR USD11.6315.522.899.0618/10/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd5.784.822.776.6219/10/2019
Morningstar US Small Val TR EUR9.55-2.732.6310.2218/10/2019
FTSE/JSE All Share TR ZAR4.658.562.624.8818/10/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur6.147.502.606.0419/10/2019
Morningstar Energy Cmdty TR USD15.77-14.922.57-8.0818/10/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR5.912.252.566.7119/10/2019
JPM Asia Credit TR USD8.9213.342.569.6018/10/2019
MSCI Korea NR USD-0.65-1.692.518.2118/10/2019
JPM GBI-EM Global Diversified TR USD8.9214.192.495.2418/10/2019
TReuters Global Focus Hedged CB TR USD6.687.222.378.8618/10/2019
ICE BofAML Gbl HY Constnd TR HEUR4.873.412.355.7118/10/2019
BBgBarc Gbl Agg Corp TR USD8.7111.642.327.4918/10/2019
BBgBarc Gbl Infl Linked TR Hdg GBP7.738.552.233.9518/10/2019
BBgBarc Global Aggregate TR Hdg GBP6.768.652.233.0418/10/2019
Morningstar EM Sovereign Bd TR USD9.8113.722.149.5218/10/2019
BBgBarc Global Aggregate TR Hdg USD6.8312.042.068.5518/10/2019
BBgBarc Gbl Infl Linked TR Hdg USD7.6011.731.969.3618/10/2019
Markit iBoxx ALBI TR USD5.3013.481.897.5318/10/2019
Morningstar China Large Cap CNY18.9020.611.7710.1218/10/2019
MSCI Emerging Markets SMID NR USD3.217.441.766.1318/10/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd3.753.821.755.6419/10/2019
Markit iBoxx ALBI Singapore TR SGD3.0710.791.746.2918/10/2019
Morningstar Metals Cmdty TR USD11.0916.941.715.3418/10/2019
Morningstar Eurozone Bd TR EUR4.719.511.655.4118/10/2019
Morningstar Euro Gov Infl Lkd TR EUR5.448.101.545.1617/10/2019
JPM CEMBI Broad Diversified Hdg TR EUR4.406.161.535.0518/10/2019
BBgBarc Gbl Infl Linked TR USD6.519.281.426.4218/10/2019
BBgBarc US Agg Bond TR USD6.9512.381.397.7118/10/2019
FTSE EMU GBI EUR4.549.311.395.2418/10/2019
BBgBarc Pan Euro Agg TR EUR3.877.261.394.7718/10/2019
Morningstar US Core Bd TR USD6.8212.331.357.8118/10/2019
JPM EMBI Global Diversified Hedge TR EUR6.337.901.245.3918/10/2019
Markit iBoxx ALBI China Offshore TR CNH0.976.301.196.2018/10/2019
BBgBarc Euro Infln Lkd TR EUR3.275.991.154.2918/10/2019
BBgBarc Euro Agg Bond TR EUR3.216.841.094.7318/10/2019
S&P Pan Africa TR3.068.791.073.8318/10/2019
TReuters Europe CB TR EUR3.562.331.035.4718/10/2019
BBgBarc Euro Agg Corps TR EUR2.223.661.034.3518/10/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR3.485.570.966.7019/10/2019
Tel Aviv SE Makams T-Bill TR ILS5.055.680.965.8617/10/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR4.596.760.864.3318/10/2019
FTSE US GBI USD5.9412.110.787.1418/10/2019
BBgBarc Global Aggregate TR USD5.2010.050.766.3418/10/2019
Morningstar Euro Bank Capital TR EUR-0.221.500.723.8818/10/2019
BBgBarc Gbl Infl Linked US TIPS TR USD6.289.860.726.7318/10/2019
FTSE 100 PR GBP6.281.760.712.5318/10/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP1.241.430.651.0418/10/2019
FTSE GBP EuroDep 3 Mon GBP0.670.850.600.6018/10/2019
Morningstar Gbl Gov Bd TR USD4.5710.340.406.0918/10/2019
Morningstar Eurobond Corp TR EUR0.612.100.343.9118/10/2019
BBgBarc US Aggregate 1-3 Yr TR USD2.316.260.316.1618/10/2019
S&P Mid-East and Africa BMI TR USD1.426.790.303.9318/10/2019
MSCI Indonesia NR IDR1.3819.510.286.8718/10/2019
Morningstar Gbl xUS Gov Bd TR USD3.969.530.265.6918/10/2019
ICE BofAML USD 3M Dep OR CM TR USD0.894.050.255.8418/10/2019
FTSE USD EuroDep 3 Mon USD0.703.880.245.9018/10/2019
Markit iBoxx ALBI Hong Kong TR HKD3.028.910.207.0818/10/2019
BBgBarc Gbl Agg Corp TR Hdg CHF6.8310.570.045.6218/10/2019
BBgBarc Global Aggregate TR Hdg EUR1.655.370.033.7618/10/2019
TReuters Global Focus Hedged CB TR CHF3.964.83-0.025.8618/10/2019
BBgBarc Gbl Infl Linked TR Hdg EUR2.495.18-0.044.6018/10/2019
Morningstar Australasian Bd TR USD4.989.85-0.045.1118/10/2019
Morningstar Canadian Bd TR CAD7.198.46-0.203.7018/10/2019
MSCI AC Asia Ex JPN Small NR USD0.714.05-0.315.1918/10/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-2.59-0.90-0.552.5318/10/2019
Morningstar Swiss Bd TR CHF4.1711.23-0.586.4118/10/2019
FTSE Danish GBI 3-5 Yr DKK-2.48-0.39-0.722.4218/10/2019
BBgBarc Global Aggregate TR Hdg CHF3.819.10-0.805.0518/10/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.271.22-0.823.1319/10/2019
BBgBarc Euro Agg 1-3 Yr TR EUR-3.24-0.86-0.962.0618/10/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-3.39-0.69-1.051.9718/10/2019
Morningstar Shrt-Only Cmdty TR USD-7.129.32-1.4410.1118/10/2019
FTSE EUR EuroDep 3 Mon EUR-4.13-2.17-1.491.4018/10/2019
FTSE Danish GBI 1-3 Yr DKK-3.94-2.25-1.541.5718/10/2019
Morningstar Lng-Only Cmdty TR USD6.94-6.71-1.66-2.9918/10/2019
FTSE Swiss GBI CHF-0.933.93-1.744.3318/10/2019
EONIA Capitalisé 360j TR EUR-3.85-1.76-1.811.4717/10/2019
FTSE Japanese GBI JPY2.7310.05-2.086.5218/10/2019
MSCI World/Energy NR USD2.00-13.52-2.240.9218/10/2019
FTSE Swiss GBI 1-3 Yr CHF-2.071.66-2.263.1318/10/2019
Morningstar Japanese Bd TR JPY2.119.20-2.276.2518/10/2019
FTSE CHF EuroDep 1 Mon CHF-2.071.32-2.342.6718/10/2019
MSCI China A Onshore NR CNY25.4631.58-2.358.4318/10/2019
BBgBarc Gbl Infl Linked Sweden TR USD-7.46-3.53-2.781.0618/10/2019
BBgBarc Global Aggregate TR Hdg NOK-0.21-0.91-2.841.1618/10/2019
Morningstar Shrt/Flt Cmdty TR USD-10.25-1.54-2.903.6418/10/2019
FTSE Swedish GBI SEK-6.19-1.31-3.440.5818/10/2019
OSE Statsobligasjonsind 3.00-5.53-7.09-4.26-0.7918/10/2019
OSE Statsobligasjonsind 1.00-6.05-8.16-4.67-1.4418/10/2019
OSE Statsobligasjonsind 0.25-6.04-8.25-4.69-1.5518/10/2019
FTSE Swedish GBI 1-3 Yr SEK-9.70-6.08-4.99-1.6118/10/2019
FTSE SEK EuroDep 3 Mon SEK-9.69-6.02-5.02-1.9718/10/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-2.05-0.17-5.222.4919/10/2019
Morningstar Lng/Flt Cmdty TR USD-2.93-9.90-5.381.9318/10/2019
Morningstar Lng/Shrt Cmdty TR USD-4.01-9.92-5.511.8418/10/2019
FTSE/JSE SA Listed Property TR ZAR-1.10-3.38-6.082.2318/10/2019
Morningstar Lng/Shrt Cmdty ER USD-5.74-11.95-6.940.8718/10/2019
Morningstar Agriculture Cmdty TR USD-4.96-6.71-10.81-2.8018/10/2019
MSCI Turkey NR EUR-0.152.67-11.88-6.9718/10/2019
Morningstar Euro Covered Bd TR LCL-----
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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