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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 USD36.3131.7221.6621.3009/12/2019
Morningstar US Large Growth TR EUR25.5417.6419.5417.7106/12/2019
Morningstar US Growth TR EUR27.3218.8718.5817.1506/12/2019
Russell 1000 Growth TR USD28.4520.1318.4417.7406/12/2019
Morningstar US Mid Growth TR EUR29.8521.3116.1415.3706/12/2019
MSCI Russia NR USD36.8731.1615.8618.5306/12/2019
Morningstar US Large Cap TR EUR24.4216.5114.3615.1806/12/2019
FTSE EPRA Nareit Switzerland TR EUR31.4029.5213.7815.9909/12/2019
S&P 500 TR USD24.2816.1213.5614.8506/12/2019
MSCI Brazil NR USD13.6414.0813.449.5806/12/2019
MSCI Germany Small Cap NR EUR18.9414.3213.3114.6509/12/2019
Russell 1000 TR USD24.3116.0013.2914.6706/12/2019
MSCI ACWI Growth NR USD23.9719.7913.2913.7009/12/2019
Athens Exchange Athex Composite TR35.6229.2913.192.5909/12/2019
S&P Global Clean Energy TR USD32.5726.9113.098.8809/12/2019
Morningstar US Market TR USD24.1915.8113.0714.5906/12/2019
Morningstar US Market TR GBP24.2015.8113.0714.5906/12/2019
Morningstar US Market TR EUR24.2015.8113.0714.5906/12/2019
Russell 3000 TR USD23.9615.5412.8114.4706/12/2019
Morningstar US Large Core TR EUR25.3116.9212.7113.9906/12/2019
S&P Global Water TR25.7723.0912.6114.0609/12/2019
DJ Islamic World TR USD22.3118.2412.4113.1909/12/2019
Morningstar US Small Growth TR EUR22.5612.2312.3714.2106/12/2019
MSCI World/Health Care NR USD15.4711.0712.3610.9809/12/2019
FTSE Italia AllShare TR EUR21.7219.7211.989.0409/12/2019
Morningstar US Core TR EUR25.7016.8511.9113.6506/12/2019
MSCI Denmark NR DKK20.7716.9311.8310.8009/12/2019
MSCI Taiwan NR USD25.6726.7411.7413.5409/12/2019
MSCI Switzerland NR CHF23.4419.6511.359.4009/12/2019
Red Rocks Gbl Listed Private Eqty TR USD27.4021.1011.2013.3706/12/2019
FTSE EPRA Nareit Developed Europe TR EUR19.0515.0211.1010.4709/12/2019
Morningstar US Mid Cap TR EUR24.7415.3010.8113.5406/12/2019
MSCI China NR USD12.157.5610.809.8406/12/2019
Vietnam VN Index4.90-1.6710.7213.8509/12/2019
MSCI Europe Growth NR EUR21.7419.3910.599.8009/12/2019
Tel Aviv SE TA 125 TR ILS26.3717.0210.5210.7409/12/2019
MSCI Golden Dragon NR USD13.1810.8010.4110.4406/12/2019
FTSE EPRA Nareit Eurozone TR EUR12.137.0810.3911.5909/12/2019
Morningstar US Mid Core TR EUR25.6615.8310.1812.6306/12/2019
MSCI EMU Small Cap NR EUR18.0114.6210.1412.2009/12/2019
MSCI BRIC NR USD11.889.4710.1010.2409/12/2019
Russell Mid Cap TR USD23.9914.6210.0912.7206/12/2019
Euronext AEX All Share TR EUR15.1312.3910.0410.9009/12/2019
MSCI World/Utilities NR USD14.0910.4010.0010.0709/12/2019
EMIX Global Mining Global Gold TR USD28.0637.239.9014.6106/12/2019
Morningstar US Large Val TR EUR19.7912.519.7413.0506/12/2019
S&P Global Infrastructure TR USD18.5215.699.699.2606/12/2019
MSCI World NR USD20.0615.399.6511.8409/12/2019
Euronext Paris CAC 40 NR EUR18.3017.029.6210.3409/12/2019
MSCI EMU SMID NR EUR17.6114.669.5611.2409/12/2019
MSCI EM Europe NR EUR20.9615.479.508.9809/12/2019
MSCI Europe ex UK Small Cap NR EUR17.4414.129.4912.4609/12/2019
FTSE EPRA Nareit Global TR USD18.3512.079.4610.4906/12/2019
MSCI Europe Small Cap NR EUR19.4616.519.3711.6309/12/2019
MSCI ACWI NR USD18.5914.369.3411.4109/12/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR18.4413.409.2111.8808/12/2019
MSCI Europe SMID NR EUR19.3616.659.1010.5409/12/2019
NASDAQ Biotechnology TR USD20.939.878.947.2706/12/2019
MSCI Thailand NR THB2.41-1.518.918.3009/12/2019
MSCI AC Asia Ex Japan NR USD8.337.378.858.7406/12/2019
MSCI Sweden Small Cap NR SEK19.0818.658.7613.1009/12/2019
MSCI AC Asia Pac Ex JPN NR USD9.838.718.558.6806/12/2019
MSCI India NR USD2.646.428.507.9409/12/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR15.0312.238.4910.1808/12/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR16.6713.878.4810.9508/12/2019
FTSE EPRA Nareit Developed Asia TR USD12.4210.898.439.2506/12/2019
FTSE 250 Ex Investment Trust TR GBP24.7422.408.438.6409/12/2019
Morningstar US Value TR EUR19.0211.068.3712.6306/12/2019
Morningstar US Mid Core PR EUR23.6713.838.3110.7006/12/2019
MSCI Europe Ex UK NR EUR16.8914.428.288.2509/12/2019
MSCI EM NR USD8.027.228.277.3606/12/2019
Russell 1000 Value TR USD20.2311.958.2011.5406/12/2019
MSCI AC Asia Pacific NR USD11.949.448.189.6206/12/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR8.857.508.1311.7509/12/2019
MSCI Singapore NR SGD8.187.328.086.6409/12/2019
MSCI World High Dividend Yield NR USD16.3012.228.0310.4609/12/2019
Morningstar Eurozone 50 GR EUR18.4516.867.967.9509/12/2019
MSCI EM Latin America NR USD6.487.117.965.4206/12/2019
FTSE EPRA Nareit United States TR USD21.5210.137.9010.9106/12/2019
MSCI Portugal NR EUR14.2311.527.867.8709/12/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR17.3014.817.848.9608/12/2019
MSCI ACWI Small NR USD17.5311.057.8111.0506/12/2019
Morningstar DM Europe 100 GR EUR17.0415.457.617.2409/12/2019
MSCI EMU NR EUR15.5713.467.598.0509/12/2019
MSCI Europe NR EUR15.4613.447.447.5809/12/2019
MSCI Frontier Markets NR USD10.806.657.404.9506/12/2019
MSCI Nordic Countries NR EUR11.729.757.277.4409/12/2019
MSCI Nordic Countries Small Cap NR USD14.5711.597.2312.4809/12/2019
MSCI Europe High Div Yld NR EUR14.4013.887.217.7509/12/2019
MSCI EAFE NR USD14.9712.117.108.4409/12/2019
TOPIX TR JPY15.7710.027.0911.8609/12/2019
FTSE EMU GBI 10+ Yr EUR9.4511.007.057.0909/12/2019
MSCI Austria NR EUR7.27-1.116.9110.0509/12/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 2518.9111.486.909.3008/12/2019
Russell 2000 TR USD19.269.446.8612.0006/12/2019
MSCI Hong Kong NR HKD2.192.056.709.7709/12/2019
MSCI Pacific Ex Japan NR USD11.259.616.688.8609/12/2019
Euronext Paris CAC Mid&Small NR EUR11.088.416.6310.5309/12/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR9.848.446.608.1308/12/2019
Morningstar US Small Cap TR EUR20.269.896.5811.4906/12/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR12.9511.606.569.6508/12/2019
Morningstar US Small Core TR EUR23.5813.536.4811.7906/12/2019
ICE BofAML Sterling HY TR GBP12.3512.296.386.7709/12/2019
Euronext BEL 20 NR EUR16.8713.946.358.0209/12/2019
FTSE Polish GBI PLN-1.73-0.296.353.9209/12/2019
MSCI Australia NR USD16.4513.726.348.7809/12/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR7.969.966.268.4401/12/2019
FTSE AllSh TR GBP14.0513.086.226.8009/12/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 2515.2512.556.149.5208/12/2019
MSCI World/Materials NR USD15.3614.486.039.2609/12/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS13.7313.265.999.1409/12/2019
Morningstar US Mid Val TR EUR18.208.375.9212.4106/12/2019
OSE FXLT Mutual Fund Index Linked/TOTX6.56-0.775.918.8509/12/2019
TReuters Global CB TR USD10.198.585.908.1009/12/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR-7.62-6.825.902.0508/12/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR13.1711.475.8810.3008/12/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 2514.1212.775.859.5208/12/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR10.828.865.838.7708/12/2019
Tel Aviv SE All Bond13.1712.775.809.3209/12/2019
MSCI Poland NR EUR-14.12-13.915.73-0.5409/12/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS14.7014.885.698.5109/12/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur8.117.755.636.1408/12/2019
Tel Aviv SE All Gov Bond TR ILS13.4913.745.608.9509/12/2019
Tel Aviv SE Yeter- Rest of shares TR ILS23.7914.505.5517.2809/12/2019
MSCI AC ASEAN NR USD2.011.465.525.2309/12/2019
FSE DAX TR EUR16.3614.495.507.2909/12/2019
Morningstar Energy Cmdty TR USD22.477.995.47-4.0806/12/2019
MSCI ACWI Value NR USD13.309.025.459.0709/12/2019
FTSE WBIG Eastern Europe EUR2.714.035.455.8106/12/2019
MSCI World/Comm Services NR USD21.2317.155.408.6609/12/2019
MSCI World/Financials NR USD18.3213.835.349.8009/12/2019
JPM EMBI Global Diversified TR USD9.7111.005.349.2506/12/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR7.218.465.309.0808/12/2019
TReuters Global Hedged CB TR EUR5.283.665.295.0909/12/2019
MSCI Sweden NR SEK13.0812.665.276.0209/12/2019
JPM GBI-EM Global Diversified TR USD6.979.155.235.0906/12/2019
Beassa ALBI TR ZAR3.492.685.225.7809/12/2019
JPM CEMBI Broad Diversified TR USD8.909.745.149.2606/12/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR7.557.465.068.1408/12/2019
Beassa 1-3 Yr TR ZAR1.880.494.956.4409/12/2019
BME IBEX 35 NR EUR6.314.864.941.5706/12/2019
BBgBarc Pan Euro HY Euro TR EUR3.594.444.845.8009/12/2019
Morningstar EM Corp Bd TR USD9.5310.564.829.7309/12/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR8.427.064.797.9808/12/2019
ICE BofAML Gbl HY Constnd TR HGBP10.879.474.705.2409/12/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR4.774.644.666.0408/12/2019
ICE BofAML Gbl HY Constnd TR USD8.327.304.639.2309/12/2019
MSCI AC Asia Pacific ex Japan HDY NR USD4.864.544.616.3109/12/2019
BBgBarc US Corp Bond TR USD10.5611.524.588.3709/12/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR9.229.214.588.2608/12/2019
Markit iBoxx GBP NonGilts TR9.139.434.554.7309/12/2019
BBgBarc US Corporate High Yield TR USD9.007.014.429.6909/12/2019
MSCI Indonesia NR IDR2.653.584.396.3309/12/2019
BBgBarc Sterling Agg TR GBP8.318.374.354.5909/12/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd7.346.824.345.8008/12/2019
MSCI Emerging Markets SMID NR USD2.682.534.335.8409/12/2019
Morningstar EM Composite Bd TR USD8.619.704.289.2109/12/2019
BBgBarc Gbl Agg Corp TR Hdg GBP10.4511.014.283.6409/12/2019
MSCI Europe Value NR EUR9.107.394.275.2109/12/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD8.669.564.258.3109/12/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur3.944.294.185.0608/12/2019
Markit iBoxx ALBI Singapore TR SGD1.893.884.096.1509/12/2019
FTSE Act UK Cnvt Gilts All Stocks TR GBP7.567.414.044.3409/12/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR6.653.884.016.2908/12/2019
S&P Global Natural Resources TR USD8.164.643.997.3509/12/2019
S&P Global Agribusiness Equity TR USD13.307.533.987.2909/12/2019
FTSE Small Cap Ex Invest Trust TR GBP9.568.293.967.1909/12/2019
BBgBarc Gbl Agg Corp TR USD7.268.073.916.8509/12/2019
Markit iBoxx ALBI TR USD4.265.473.817.0209/12/2019
ICE BofAML Gbl HY Constnd TR HEUR2.932.083.805.5909/12/2019
MSCI Canada NR USD20.0913.543.766.4909/12/2019
STeFI Composite ZAR2.040.283.755.6909/12/2019
Morningstar EM Sovereign Bd TR USD7.758.923.718.7909/12/2019
JPM EMBI Global Diversified Hedge TR EUR3.144.543.654.8606/12/2019
JPM Asia Credit TR USD7.218.323.568.5009/12/2019
MSCI Korea NR USD-1.17-2.063.537.0909/12/2019
JPM CEMBI Broad Diversified Hdg TR EUR2.403.393.504.9106/12/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd4.914.823.454.9808/12/2019
STeFI 3 Month NCD ZAR1.71-0.073.395.3309/12/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR2.353.313.303.8609/12/2019
FTSE EMU GBI EUR0.641.763.274.0609/12/2019
BBgBarc Pan Euro Agg TR EUR1.041.903.063.8909/12/2019
BBgBarc Global Aggregate TR Hdg GBP6.567.263.022.8209/12/2019
BBgBarc Global Aggregate TR Hdg USD4.765.792.957.4009/12/2019
BBgBarc Gbl Infl Linked TR Hdg GBP6.996.062.943.4609/12/2019
BBgBarc Euro Agg Bond TR EUR-0.170.822.933.7609/12/2019
S&P Pan Africa TR0.111.642.912.2206/12/2019
BBgBarc Euro Agg Corps TR EUR-0.290.582.833.6409/12/2019
BBgBarc Euro Infln Lkd TR EUR-0.130.092.813.3409/12/2019
Markit iBoxx ALBI China Offshore TR CNH0.331.232.795.5409/12/2019
BBgBarc Gbl Infl Linked TR Hdg USD5.004.422.777.9209/12/2019
BBgBarc US Agg Bond TR USD5.206.412.616.8009/12/2019
BBgBarc Global Aggregate TR USD2.934.282.595.7809/12/2019
BBgBarc Gbl Infl Linked TR USD4.283.622.565.4609/12/2019
S&P Mid-East and Africa BMI TR USD-0.190.972.392.4106/12/2019
Morningstar Metals Cmdty TR USD7.259.162.374.2709/12/2019
FTSE/JSE All Share TR ZAR3.094.322.364.2609/12/2019
MSCI AC Asia Ex JPN Small NR USD-0.37-0.332.264.2106/12/2019
TReuters Europe CB TR EUR2.361.932.254.2709/12/2019
BBgBarc Gbl Agg Corp TR Hdg CHF4.976.192.215.1409/12/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR2.532.552.155.9108/12/2019
BBgBarc Global Aggregate TR Hdg EUR-1.31-0.232.033.0209/12/2019
Tel Aviv SE Makams T-Bill TR ILS4.674.752.026.3509/12/2019
FTSE US GBI USD3.735.101.966.1409/12/2019
BBgBarc Gbl Infl Linked TR Hdg EUR-1.00-1.431.913.5809/12/2019
BBgBarc Gbl Infl Linked US TIPS TR USD4.854.941.846.1509/12/2019
Morningstar China Large Cap CNY18.1113.201.734.9909/12/2019
FTSE Japanese GBI JPY-0.243.371.577.4309/12/2019
Morningstar Livestock Cmdty TR USD-10.55-10.381.52-2.7506/12/2019
FTSE 100 PR GBP7.526.721.322.0709/12/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.03-0.131.162.8708/12/2019
Markit iBoxx ALBI Hong Kong TR HKD1.292.461.026.1609/12/2019
BBgBarc Global Aggregate TR Hdg CHF1.202.540.964.3009/12/2019
Morningstar US Small Val TR EUR13.833.430.818.2906/12/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-5.01-4.390.692.0009/12/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP1.331.440.640.9609/12/2019
FTSE GBP EuroDep 3 Mon GBP0.780.840.620.6109/12/2019
BBgBarc US Aggregate 1-3 Yr TR USD0.501.240.565.2809/12/2019
FTSE Danish GBI 3-5 Yr DKK-5.26-4.750.471.8509/12/2019
ICE BofAML USD 3M Dep OR CM TR USD-0.78-0.430.374.9409/12/2019
FTSE USD EuroDep 3 Mon USD-0.97-0.630.364.9909/12/2019
BBgBarc Euro Agg 1-3 Yr TR EUR-5.80-5.160.231.5209/12/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-6.00-5.330.111.4209/12/2019
FTSE EUR EuroDep 3 Mon EUR-6.64-6.17-0.300.8909/12/2019
FTSE Danish GBI 1-3 Yr DKK-6.55-6.04-0.381.0309/12/2019
EONIA Capitalisé 360j TR EUR-6.39-5.68-0.411.0405/12/2019
FTSE Swiss GBI CHF-3.28-2.06-0.413.5909/12/2019
Morningstar Lng-Only Cmdty TR USD7.69-0.02-0.43-1.9906/12/2019
Morningstar Shrt-Only Cmdty TR USD-9.22-2.88-0.447.2106/12/2019
BBgBarc Global Aggregate TR Hdg NOK-1.83-2.98-0.451.6709/12/2019
BBgBarc Gbl Infl Linked Sweden TR USD-8.49-6.98-1.111.2009/12/2019
FTSE Swedish GBI SEK-7.28-5.55-1.160.4609/12/2019
FTSE Swiss GBI 1-3 Yr CHF-4.38-3.56-1.302.5409/12/2019
FTSE CHF EuroDep 1 Mon CHF-4.25-3.56-1.392.1509/12/2019
MSCI China A Onshore NR CNY25.2119.22-2.023.7009/12/2019
Morningstar Shrt/Flt Cmdty TR USD-11.86-8.26-2.302.7806/12/2019
Morningstar Lng/Shrt Cmdty TR USD-4.45-6.95-2.521.3106/12/2019
Morningstar Lng/Flt Cmdty TR USD-3.55-6.76-2.651.2206/12/2019
OSE Statsobligasjonsind 3.00-7.25-8.87-2.74-0.3209/12/2019
OSE Statsobligasjonsind 0.25-7.35-9.05-3.09-0.8509/12/2019
OSE Statsobligasjonsind 1.00-7.45-9.16-3.09-0.7909/12/2019
MSCI World/Energy NR USD3.54-4.24-3.152.3709/12/2019
FTSE SEK EuroDep 3 Mon SEK-10.13-8.45-3.15-1.7309/12/2019
FTSE Swedish GBI 1-3 Yr SEK-10.44-8.83-3.24-1.4809/12/2019
Morningstar Lng/Shrt Cmdty ER USD-6.38-8.99-4.060.2906/12/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-1.57-3.24-4.521.2409/12/2019
MSCI Turkey NR EUR4.762.64-5.15-8.3309/12/2019
FTSE/JSE SA Listed Property TR ZAR-0.95-4.03-5.440.6909/12/2019
Morningstar Agriculture Cmdty TR USD-6.96-9.98-10.05-4.4109/12/2019
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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