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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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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

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