Morningstar
Get 14 Days Free

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.

×
IndexYTD Return%1 Year Return %3 Year Anlsd %5 Year Anlsd %Date
MSCI World/Information Tech NR USD25.3032.8026.0327.1103/08/2020
EMIX Global Mining Global Gold TR USD49.4247.6925.7933.3903/08/2020
Morningstar US Growth TR EUR26.8126.2423.3021.2803/08/2020
Morningstar US Large Growth TR EUR23.5724.1022.7021.3203/08/2020
Russell 1000 Growth TR USD21.8024.3121.7021.5003/08/2020
Morningstar US Mid Growth TR EUR23.6219.9221.0918.8803/08/2020
S&P Global Clean Energy TR USD28.1229.4120.7313.5803/08/2020
MSCI ACWI Growth NR USD16.3618.5715.3616.4703/08/2020
Morningstar US Small Growth TR EUR13.698.4114.5615.0703/08/2020
Morningstar US Large Cap TR EUR7.7810.0014.0516.7803/08/2020
DJ Islamic World TR USD12.5115.3114.0415.8903/08/2020
Russell 1000 TR USD5.456.8812.6315.6703/08/2020
S&P 500 TR USD4.846.5812.5515.8203/08/2020
MSCI Taiwan NR USD13.9930.0812.5518.4903/08/2020
Morningstar US Market TR EUR5.046.3512.3315.4703/08/2020
Morningstar US Market TR GBP5.046.3512.3315.4703/08/2020
Morningstar US Market TR USD5.046.3512.3315.4703/08/2020
MSCI World/Health Care NR USD8.5912.9212.1310.9003/08/2020
Russell 3000 TR USD4.615.9412.0515.2503/08/2020
Morningstar Metals Cmdty TR USD27.8024.6011.7613.6803/08/2020
MSCI Denmark NR DKK22.0728.7311.4211.3103/08/2020
MSCI Russia NR USD-20.09-11.0411.3315.3703/08/2020
Morningstar US Large Core TR EUR5.089.0211.2115.7403/08/2020
NASDAQ Biotechnology TR USD17.3723.5110.685.9703/08/2020
Morningstar US Core TR EUR2.345.6010.0514.4903/08/2020
MSCI China NR USD16.8722.239.6914.3703/08/2020
Refinitiv Global CB TR USD15.0111.029.4011.2403/08/2020
MSCI Sweden Small Cap NR SEK15.3721.859.4015.8803/08/2020
Morningstar US Mid Cap TR EUR0.06-0.829.2712.9803/08/2020
S&P Global Water TR-0.363.699.2113.9803/08/2020
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR5.363.358.8711.5602/08/2020
MSCI Golden Dragon NR USD12.3417.188.7514.1703/08/2020
MSCI Switzerland NR CHF4.674.408.519.5203/08/2020
FTSE EMU GBI 10+ Yr EUR13.822.668.1211.5303/08/2020
Russell Mid Cap TR USD-1.39-2.168.1112.0703/08/2020
MSCI World NR USD1.212.307.9811.7203/08/2020
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 254.1916.987.829.3209/02/2020
Cat 25%Barclays US Agg TR&75%FTSE Wld TR2.031.397.4811.0702/08/2020
Refinitiv Global Hgd CB TR EUR18.8314.677.4211.0303/08/2020
MSCI ACWI NR USD1.062.337.4211.5603/08/2020
BBgBarc US Corp Bond TR USD10.103.627.3110.1803/08/2020
Morningstar US Mid Core TR EUR-3.48-3.137.1311.3303/08/2020
Cat 50%Barclays US Agg TR&50%FTSE Wld TR4.491.537.1310.2402/08/2020
Morningstar China Large Cap CNY17.7616.656.944.8903/08/2020
MSCI World/Comm Services NR USD6.494.856.868.8803/08/2020
MSCI BRIC NR USD3.717.026.8412.7903/08/2020
MSCI Europe Growth NR EUR4.465.646.849.4803/08/2020
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR1.910.876.7210.9002/08/2020
MSCI China A Onshore NR CNY24.5425.226.674.3403/08/2020
BBgBarc Gbl Infl Linked TR Hdg USD10.05-0.366.659.4103/08/2020
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 253.8615.366.629.1709/02/2020
Cat 75%Barclays US Agg TR&25%FTSE Wld TR6.721.376.609.2602/08/2020
MSCI World/Utilities NR USD-0.92-1.696.6011.1203/08/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg USD7.850.726.489.5903/08/2020
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 253.7614.836.219.0609/02/2020
MSCI Nordic Countries Small Cap NR USD8.8214.516.0613.7203/08/2020
FTSE US GBI USD11.522.705.977.8503/08/2020
BBgBarc Gbl Infl Linked US TIPS TR USD10.402.435.948.0303/08/2020
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR3.15-0.055.898.8402/08/2020
BBgBarc US Agg Bond TR USD9.401.565.838.2403/08/2020
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
NASDAQ OMX Helsinki Benchmark Cap GR EUR8.0710.085.7313.4903/08/2020
FTSE Act UK Cnvt Gilts All Stocks TR GBP9.288.405.715.6803/08/2020
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR4.320.585.699.9402/08/2020
FTSE EPRA Nareit Switzerland TR EUR-12.73-5.575.6411.6803/08/2020
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR1.8712.175.639.3209/02/2020
JPM Asia Credit TR USD6.31-0.685.619.2003/08/2020
Tel Aviv SE Gov Bond - CPI Linked TR ILS2.82-2.825.558.2503/08/2020
BBgBarc Global Aggregate TR Hdg USD6.70-1.625.558.2703/08/2020
BBgBarc Sterling Agg TR GBP8.317.805.545.7803/08/2020
Tel Aviv SE All Gov Bond TR ILS4.03-1.595.508.5803/08/2020
BBgBarc Gbl Agg Corp TR USD8.441.745.479.0603/08/2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR0.055.805.477.7902/02/2020
MSCI Nordic Countries NR EUR9.9713.275.439.1003/08/2020
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR3.95-0.345.398.1702/08/2020
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR2.145.795.369.4902/08/2020
BBgBarc Gbl Infl Linked TR USD10.222.435.307.7903/08/2020
Morningstar US Mid Core PR EUR-4.43-4.825.309.3803/08/2020
JPM CEMBI Broad Diversified TR USD3.92-2.205.299.5103/08/2020
Markit iBoxx ALBI TR USD4.76-1.195.198.4003/08/2020
MSCI World/Materials NR USD1.673.105.0711.5303/08/2020
BBgBarc Gbl Agg Corp TR Hdg CHF11.974.775.067.7903/08/2020
MSCI AC Asia Ex Japan NR USD5.097.775.0011.7103/08/2020
Tel Aviv SE TA 125 TR ILS-11.52-12.914.994.4003/08/2020
Markit iBoxx ALBI Singapore TR SGD6.591.924.958.4903/08/2020
BBgBarc Gbl Infl Linked TR Hdg GBP7.676.014.934.5503/08/2020
BBgBarc US Corporate High Yield TR USD2.60-2.644.899.8403/08/2020
Tel Aviv SE All Bond2.03-3.854.778.4503/08/2020
MSCI Germany Small Cap NR EUR1.795.784.7413.6803/08/2020
Tel Aviv SE Gen Bond CPI Linked TR ILS0.77-5.434.748.2003/08/2020
JPM EMBI Global Diversified TR USD2.66-4.064.739.9203/08/2020
FTSE WBIG Eastern Europe EUR7.531.484.608.9403/08/2020
Markit iBoxx ALBI Hong Kong TR HKD9.130.094.567.1903/08/2020
BBgBarc Gbl Agg Corp TR Hdg GBP5.286.804.544.5203/08/2020
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR6.600.084.528.8602/08/2020
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur1.797.094.486.0909/02/2020
MSCI AC Asia Pac Ex JPN NR USD2.844.194.4611.1403/08/2020
Markit iBoxx GBP NonGilts TR4.955.474.395.3703/08/2020
Morningstar EM Sovereign Old Bd TR USD4.222.074.329.8430/06/2020
MSCI Portugal NR EUR1.785.984.299.5503/08/2020
JPM ACI Non Investment Grade TR USD2.55-4.064.289.4803/08/2020
BBgBarc Global Aggregate TR USD7.63-0.674.277.9403/08/2020
BBgBarc Global Aggregate TR Hdg CHF10.882.444.196.5403/08/2020
ICE BofA Gbl HY Constnd TR USD2.00-3.014.199.6403/08/2020
Russell 2000 TR USD-7.46-7.294.079.4803/08/2020
Markit iBoxx ALBI China Offshore TR CNH4.49-2.774.035.9503/08/2020
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR5.81-1.244.036.4202/08/2020
Morningstar US Large Val TR EUR-12.47-11.254.0310.5503/08/2020
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR0.887.383.946.7509/02/2020
FTSE Polish GBI PLN8.101.933.938.1603/08/2020
BBgBarc Global Aggregate TR Hdg GBP4.484.673.783.3703/08/2020
MSCI Sweden NR SEK7.5314.033.748.2503/08/2020
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR1.89-0.903.689.8102/08/2020
MSCI AC Asia Pacific NR USD-0.181.193.679.6503/08/2020
BBgBarc Gbl Infl Linked TR Hdg EUR14.003.213.628.6703/08/2020
FTSE EMU GBI EUR9.600.013.528.1703/08/2020
Cat 50%Citi PolishGBI&50%MSCI Poland NR-0.90-4.763.473.9909/02/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR11.644.223.388.7703/08/2020
Morningstar US Small Cap TR EUR-8.60-9.323.318.9703/08/2020
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd5.214.183.287.8002/08/2020
BBgBarc Pan Euro Agg TR EUR8.440.503.217.3103/08/2020
ICE BofA Sterling HY TR GBP-2.641.823.215.3803/08/2020
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd2.108.763.215.9509/02/2020
MSCI EM NR USD-0.182.263.1610.3103/08/2020
Russell 1000 Value TR USD-11.24-10.693.129.4003/08/2020
Euronext AEX All Share TR EUR-0.22-1.783.089.6103/08/2020
BBgBarc US Aggregate 1-3 Yr TR USD4.57-3.373.075.8603/08/2020
BBgBarc Euro Agg Bond TR EUR8.66-0.702.887.8103/08/2020
MSCI ACWI Small NR USD-6.45-5.532.869.0203/08/2020
MSCI World High Dividend Yield NR USD-9.05-8.002.798.6403/08/2020
Red Rocks Gbl Listed Private Eqty TR USD-9.63-5.262.689.3403/08/2020
Tel Aviv SE Yeter- Rest of shares TR ILS-0.921.772.6614.0103/08/2020
ICE BofA Gbl HY Constnd TR HGBP-1.241.762.604.6403/08/2020
BBgBarc Global Aggregate TR Hdg EUR10.581.922.537.5103/08/2020
FTSE Japanese GBI JPY3.11-8.512.498.6603/08/2020
ICE BofA USD 3M Dep OR CM TR USD2.66-5.222.345.2403/08/2020
Tel Aviv SE Makams T-Bill TR ILS3.06-4.622.285.9103/08/2020
JPM CEMBI Broad Diversified Hdg TR EUR7.541.172.238.7003/08/2020
FTSE USD EuroDep 3 Mon USD2.36-5.552.225.2203/08/2020
Morningstar US Value TR EUR-14.92-13.982.219.4903/08/2020
BBgBarc Euro Infln Lkd TR EUR6.53-1.692.087.1703/08/2020
MSCI Europe Ex UK NR EUR-2.19-0.572.077.0603/08/2020
FTSE Swiss GBI CHF6.77-3.022.074.5403/08/2020
MSCI Europe ex UK Small Cap NR EUR-0.602.532.0610.5303/08/2020
MSCI Canada NR USD-6.38-7.461.997.5203/08/2020
BBgBarc Euro Agg Corps TR EUR6.53-2.011.767.5903/08/2020
ICE BofA Gbl HY Constnd TR HEUR4.87-0.521.619.0403/08/2020
JPM EMBI Global Diversified Hedge TR EUR6.10-0.891.599.0303/08/2020
JPM GBI-EM Global Diversified TR USD-3.11-6.861.417.3303/08/2020
Morningstar Shrt-Only Cmdty TR USD12.70-3.541.414.9903/08/2020
Morningstar US Small Core TR EUR-14.38-13.231.407.9603/08/2020
BBgBarc Pan Euro HY Euro TR EUR2.55-2.601.398.7503/08/2020
TOPIX TR JPY-6.94-5.201.397.4603/08/2020
FTSE Swiss GBI 1-3 Yr CHF6.55-1.871.293.8503/08/2020
Morningstar DM Europe 100 GR EUR-6.11-4.151.285.5803/08/2020
MSCI Europe SMID NR EUR-6.02-0.951.257.5303/08/2020
FSE DAX TR EUR1.484.741.227.2203/08/2020
FTSE/JSE ALB 1-3 Yr TR ZAR-10.10-10.711.206.5103/08/2020
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd7.572.351.166.0302/08/2020
FTSE CHF EuroDep 1 Mon CHF6.38-1.591.053.7103/08/2020
BBgBarc Sterling Agg 1-3 Yr TR GBP1.211.250.971.1103/08/2020
MSCI EAFE NR USD-6.80-5.940.936.1103/08/2020
MSCI Australia NR USD-9.57-13.730.857.8103/08/2020
Vietnam VN Index-13.84-23.380.738.5603/08/2020
OSE Oslo Børs Mutual Fund TR NOK-10.42-8.440.717.8403/08/2020
FTSE GBP EuroDep 3 Mon GBP0.340.670.670.6103/08/2020
MSCI Europe Small Cap NR EUR-7.80-1.500.627.7803/08/2020
MSCI Europe NR EUR-6.73-4.770.625.6003/08/2020
FTSE EPRA Nareit Developed Europe TR EUR-15.09-7.990.495.5003/08/2020
Morningstar Shrt/Flt Cmdty TR USD6.57-7.480.482.8203/08/2020
Morningstar Lng/Shrt Cmdty TR USD-2.44-11.020.440.4403/08/2020
Morningstar Eurozone 50 GR EUR-5.46-2.880.426.2603/08/2020
MSCI EMU SMID NR EUR-5.06-2.810.388.3303/08/2020
Euronext Paris CAC 40 NR EUR-12.07-9.080.286.4203/08/2020
FTSE Danish GBI 3-5 Yr DKK6.80-2.510.195.6403/08/2020
Hang Seng HSI GR HKD-9.13-11.570.187.6103/08/2020
MSCI Korea NR USD0.929.500.1711.5803/08/2020
BBgBarc Euro Agg Corp 1-3 Yr TR EUR6.08-1.980.175.7503/08/2020
Refinitiv Europe CB TR EUR2.63-2.990.175.3503/08/2020
MSCI Pacific Ex Japan NR USD-10.15-15.050.137.3103/08/2020
MSCI EM Europe NR EUR-20.80-16.550.047.3103/08/2020
MSCI AC Asia Ex JPN Small NR USD3.151.65-0.035.7703/08/2020
MSCI EMU Small Cap NR EUR-5.96-3.89-0.058.6003/08/2020
Morningstar Lng/Flt Cmdty TR USD-3.58-9.82-0.091.1503/08/2020
BBgBarc Euro Agg 1-3 Yr TR EUR6.19-2.06-0.095.2603/08/2020
FTSE EPRA Nareit United States TR USD-17.64-21.10-0.146.0103/08/2020
EONIA Capitalisé 360j TR EUR6.04-1.37-0.154.5631/07/2020
BBgBarc Euro Agg Govt 1-3 Yr TR EUR6.21-2.07-0.155.1603/08/2020
MSCI Europe High Div Yld NR EUR-12.46-7.82-0.245.1003/08/2020
MSCI EMU NR EUR-6.21-4.55-0.356.0103/08/2020
FTSE EPRA Nareit Global TR USD-18.26-19.87-0.366.0503/08/2020
MSCI Emerging Markets SMID NR USD-4.60-4.95-0.396.4203/08/2020
S&P Global Natural Resources TR USD-14.42-13.99-0.447.3103/08/2020
FTSE EPRA Nareit Eurozone TR EUR-11.77-10.90-0.468.0703/08/2020
BBgBarc Global Aggregate TR Hdg NOK2.25-4.43-0.545.3203/08/2020
S&P Global Agribusiness Equity TR USD-12.87-15.31-0.545.0003/08/2020
FTSE EUR EuroDep 3 Mon EUR6.03-2.12-0.554.6903/08/2020
MSCI ACWI Value NR USD-13.61-13.11-0.616.4503/08/2020
FTSE Danish GBI 1-3 Yr DKK6.16-2.49-0.644.7703/08/2020
FTSE Swedish GBI SEK9.501.24-0.664.8503/08/2020
FTSE/JSE All Bond TR ZAR-16.92-17.30-0.684.6703/08/2020
Morningstar US Mid Val TR EUR-18.80-18.68-0.878.0603/08/2020
MSCI AC Asia Pacific ex Japan HDY NR USD-9.90-10.18-1.015.8803/08/2020
FTSE Italia AllShare TR EUR-10.34-7.00-1.054.7403/08/2020
S&P Global Infrastructure TR USD-15.56-16.69-1.056.8603/08/2020
MSCI India NR USD-8.24-9.81-1.116.0003/08/2020
STeFI Composite ZAR-14.09-14.70-1.114.6203/08/2020
MSCI Thailand NR THB-20.20-29.10-1.146.6603/08/2020
Morningstar Lng/Shrt Cmdty ER USD-2.88-12.08-1.18-0.6703/08/2020
STeFI 3 Month NCD ZAR-14.35-15.09-1.484.2503/08/2020
FTSE EPRA Nareit Developed Asia TR USD-20.68-25.77-1.894.6003/08/2020
BBgBarc Gbl Infl Linked Sweden TR USD5.54-3.37-2.084.6103/08/2020
MSCI Frontier Markets NR USD-14.86-19.82-2.164.1503/08/2020
OSE Statsobligasjonsind 3.001.69-5.61-2.593.1003/08/2020
MSCI Brazil NR USD-30.81-31.05-2.609.6303/08/2020
FTSE SEK EuroDep 3 Mon SEK8.502.24-2.752.8803/08/2020
FTSE AllSh TR GBP-18.83-14.12-2.892.0703/08/2020
FTSE Swedish GBI 1-3 Yr SEK8.281.28-2.912.9303/08/2020
Euronext BEL 20 NR EUR-9.87-8.14-3.494.8503/08/2020
OSE Statsobligasjonsind 1.00-0.83-7.42-3.492.4103/08/2020
Morningstar Lng-Only Cmdty TR USD-19.35-20.32-3.61-1.0603/08/2020
OSE Statsobligasjonsind 0.25-1.71-8.14-3.722.2403/08/2020
MSCI World/Financials NR USD-19.72-18.25-3.874.7503/08/2020
MSCI AC ASEAN NR USD-17.97-24.47-3.913.3303/08/2020
FTSE 250 Ex Investment Trust TR GBP-24.98-12.16-4.200.5903/08/2020
MSCI Singapore NR SGD-21.34-25.05-4.563.4103/08/2020
Euronext Paris CAC Mid&Small NR EUR-9.37-10.89-4.586.9503/08/2020
FTSE/JSE All Share TR ZAR-17.98-18.30-4.712.1403/08/2020
S&P Mid-East and Africa BMI TR USD-16.11-19.32-5.270.9203/08/2020
MSCI Europe Value NR EUR-17.84-15.22-5.791.4203/08/2020
Morningstar US Small Val TR EUR-23.07-22.43-5.953.5403/08/2020
MSCI Indonesia NR IDR-23.49-28.26-6.634.3403/08/2020
FTSE 100 PR GBP-20.01-18.55-6.89-2.0403/08/2020
Athens Exchange Athex Composite TR-26.70-29.64-6.945.9203/08/2020
FTSE Small Cap Ex Invest Trust TR GBP-23.28-12.74-7.030.2003/08/2020
MSCI EM Latin America NR USD-28.40-29.75-7.144.1703/08/2020
S&P Pan Africa TR-21.74-22.34-7.41-0.0303/08/2020
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-7.56-8.27-7.50-0.7610/02/2020
Morningstar Energy Cmdty TR USD-42.39-41.49-7.54-6.4103/08/2020
Morningstar Agriculture Cmdty TR USD-9.07-11.76-8.14-2.8103/08/2020
MSCI Poland NR EUR-15.79-23.58-9.520.3603/08/2020
BME IBEX 35 NR EUR-20.84-20.60-10.21-1.4103/08/2020
Morningstar Livestock Cmdty TR USD-24.84-27.87-11.83-5.2703/08/2020
MSCI World/Energy NR USD-36.72-38.57-12.77-3.9203/08/2020
MSCI Austria NR EUR-29.51-30.78-14.452.8003/08/2020
MSCI Turkey NR EUR-22.61-26.95-20.80-8.0003/08/2020
FTSE/JSE SA Listed Property TR ZAR-51.27-53.96-27.36-13.2903/08/2020
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.

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 2020 Morningstar, Inc. All rights reserved.      Terms of Use     Privacy Policy.    Cookie Consent
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies

The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here