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
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-
Markit iBoxx ALBI TR USD4.76-
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-
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-
Russell 2000 TR USD-7.46-
Markit iBoxx ALBI China Offshore TR CNH4.49-2.774.035.9503/08/2020
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR5.81-
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-
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.
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
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-
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-
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-
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-
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.

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