Morningstar

Market Index Performance: Total Returns

IndexYTD Return%1 Year Return %3 Year Anlsd %5 Year Anlsd %Date
S&P Global Clean Energy TR USD-15,2470,3337,1725,512021-06-18
MSCI Taiwan NR USD23,9557,4025,3525,032021-06-18
MSCI World/Information Tech NR USD14,7528,7524,7229,622021-06-18
Morningstar US Growth TR EUR16,3229,4122,6325,122021-06-18
Russell 1000 Growth TR USD14,7827,4621,6823,932021-06-18
Morningstar US Large Growth TR EUR15,7225,6821,2924,472021-06-18
MSCI Denmark NR DKK13,3730,1321,1615,762021-06-18
Morningstar US Mid Growth TR EUR11,1228,5520,9922,822021-06-18
MSCI World/Comm Services NR USD19,9028,5919,8311,982021-06-18
MSCI Sweden Small Cap NR SEK14,2343,4919,7018,112021-06-18
NASDAQ OMX Copenhagen 20 PR DKK13,1126,8318,7614,152021-06-18
EMIX Global Mining Global Gold TR USD1,64-2,3918,158,702021-06-17
MSCI ACWI Growth NR USD13,1926,1417,6219,812021-06-18
Tel Aviv SE Yeter- Rest of shares TR ILS14,9442,6917,6017,072021-06-17
S&P Global Water TR17,9530,1617,4416,032021-06-18
Morningstar US Large Cap TR EUR16,5524,5616,9318,982021-06-18
MSCI Russia NR USD25,0323,2916,7817,472021-06-18
Russell 1000 TR USD17,1726,8616,2718,402021-06-18
DJ Islamic World TR USD13,1224,2516,2218,232021-06-17
MSCI Switzerland NR CHF14,9613,0816,0513,482021-06-18
Morningstar US Market TR EUR17,0127,0915,9218,292021-06-18
Morningstar US Market TR USD17,0127,0915,9218,292021-06-18
Morningstar US Market TR GBP17,0127,0915,9218,292021-06-18
Russell 3000 TR USD17,3227,9315,8218,282021-06-18
S&P 500 TR USD17,4724,8215,8218,062021-06-18
Morningstar US Large Core TR EUR14,4224,7715,7917,602021-06-18
MSCI Sweden NR SEK21,5539,9715,4814,912021-06-18
Morningstar US Core TR EUR14,8626,4914,8416,842021-06-18
MSCI Nordic Countries Small Cap NR USD14,8043,5714,4717,242021-06-18
MSCI Nordic Countries NR EUR17,5733,0014,2814,582021-06-18
Morningstar US Mid Cap TR EUR18,0631,4114,0716,752021-06-18
Red Rocks Gbl Listed Private Eqty TR USD22,3044,0214,0617,662021-06-18
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR18,9731,8314,0615,262021-06-19
MSCI World/Health Care NR USD13,7011,3814,0113,502021-06-18
Refinitiv Global CB TR USD8,6521,8913,6413,472021-06-18
Russell Mid Cap TR USD18,3231,7013,4715,952021-06-18
Morningstar US Small Growth TR EUR4,6027,3513,4419,302021-06-18
Morningstar US Mid Core TR EUR18,0930,0312,9114,862021-06-18
MSCI China A Onshore NR CNY7,2429,7512,8210,592021-06-18
Refinitiv Global Hgd CB TR EUR5,8226,6212,7713,212021-06-18
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR11,4519,8712,7313,682021-06-19
MSCI World NR USD16,3524,3212,7015,402021-06-18
NASDAQ Biotechnology TR USD10,519,8612,6814,592021-06-18
MSCI Korea NR USD10,2650,5012,6417,322021-06-18
MSCI Europe Growth NR EUR17,4323,2412,3913,972021-06-18
MSCI ACWI NR USD15,7424,7912,2815,282021-06-18
DJ Global TR USD15,9925,6212,1915,392021-06-18
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 254,6921,4711,888,852020-02-09
NASDAQ OMX Helsinki Benchmark Cap GR EUR19,6432,0311,3916,842021-06-18
Fideuram Azionari America TR EUR13,8019,6211,2613,782021-06-10
Morningstar China Large Cap CNY7,5129,9111,1412,152021-06-18
Morningstar US Mid Core PR EUR17,4428,2311,0912,952021-06-18
Cat 25%Barclays US Agg TR&75%FTSE Wld TR13,2315,9211,0113,042021-06-19
Cat 50%Citi ESBI Indo&50%MSCI Indo NR2,5113,5910,938,212020-02-02
Tel Aviv SE TA 125 TR ILS14,5019,8710,8311,762021-06-17
MSCI Brazil NR USD16,6030,0610,7712,952021-06-18
Vietnam VN Index31,6549,2910,6517,432021-06-18
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 254,3619,7910,648,702020-02-09
MSCI India NR USD18,7247,9210,5412,972021-06-18
Russell 2000 TR USD19,6545,6210,4116,692021-06-18
Morningstar US Mod Tgt Alloc NR USD11,2611,5010,3911,732021-06-18
Euronext AEX All Share TR EUR17,2526,7910,3314,762021-06-18
FTSE EPRA Nareit Switzerland TR EUR5,360,6110,259,452021-06-18
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 254,2619,2510,218,582020-02-09
MSCI Europe ex UK Small Cap NR EUR16,9437,1910,1215,422021-06-18
Russell 1000 Value TR USD19,7425,7110,1012,402021-06-18
MSCI Canada NR USD25,1131,9310,0911,522021-06-18
MSCI Golden Dragon NR USD10,1123,769,9818,262021-06-18
MSCI ACWI SMID NR USD17,4132,599,8614,102021-06-18
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR3,8718,129,779,502020-02-09
MSCI World/Utilities NR USD5,973,719,738,482021-06-18
MSCI Australia NR USD17,0629,079,7212,652021-06-18
MSCI Germany Small Cap NR EUR13,8434,309,6917,552021-06-18
MSCI World/Materials NR USD14,4330,449,6715,072021-06-18
S&P Global Agribusiness Equity TR USD18,7637,259,6411,252021-06-18
MSCI Europe Ex UK NR EUR17,1124,319,6112,742021-06-18
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2,3516,489,608,842020-02-09
Morningstar US Small Cap TR EUR18,4939,669,5914,802021-06-18
MSCI AC Asia Pac Ex JPN NR USD11,3827,539,4415,222021-06-18
Morningstar EU Agg Gbl Tgt Alloc NR EUR13,4720,019,4312,302021-06-18
MSCI AC Asia Ex JPN Small NR USD24,7447,509,3012,762021-06-18
MSCI AC Asia Ex Japan NR USD10,6427,589,2915,812021-06-18
Morningstar US Large Value TR EUR17,2518,519,2111,812021-06-18
FTSE Small Cap Ex Invest Trust TR GBP35,0361,059,1511,592021-06-18
FTSE EPRA Nareit United States TR USD27,5222,389,127,132021-06-18
MSCI EM Europe NR EUR19,8619,039,0510,862021-06-18
MSCI EM NR USD11,7328,208,9214,442021-06-18
Cat 50%Barclays US Agg TR&50%FTSE Wld TR9,927,208,9210,072021-06-19
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd10,4617,888,829,422021-06-19
Morningstar UK Adv Tgt Alloc NR GBP15,0822,128,7811,922021-06-18
Morningstar Eurozone 50 GR EUR19,9027,288,7412,942021-06-18
Morningstar Asia 50/50 NR USD8,4511,418,6810,532021-06-18
Morningstar DM Europe 100 GR EUR18,4821,528,6511,182021-06-18
Morningstar US Value TR EUR20,0724,398,6311,792021-06-18
MSCI Europe SMID NR EUR16,2532,718,6013,102021-06-18
MSCI EMU Small Cap NR EUR19,1137,398,4114,502021-06-18
Euronext Paris CAC 40 NR EUR22,1831,348,4113,622021-06-18
MSCI BRIC NR USD9,0821,708,3916,442021-06-18
MSCI Europe Small Cap NR EUR17,0636,168,3413,492021-06-18
MSCI AC Asia Pacific NR USD10,0422,328,2713,842021-06-18
Morningstar US Small Core TR EUR21,0638,288,1313,492021-06-18
MSCI Emerging Markets SMID NR USD20,7939,458,1212,312021-06-18
Athens Exchange Athex Composite TR14,2435,988,0813,652021-06-18
STOXX Europe 600 NR EUR17,0723,487,9511,462021-06-18
Morningstar EU Agg Tgt Alloc NR EUR14,1219,967,9411,072021-06-18
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR1,3711,527,856,292020-02-09
MSCI World High Dividend Yield NR USD14,9313,917,849,732021-06-18
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR8,399,947,839,412021-06-19
Fideuram Azionari Internazionale TR EUR14,4519,187,5711,222021-06-10
Euronext Paris SBF 120 NR EUR20,6930,217,4713,242021-06-18
FTSE/JSE All Bond TR ZAR13,1628,597,4511,632021-06-18
MSCI Europe NR EUR17,2822,997,4511,172021-06-18
MSCI Pacific Ex Japan NR USD15,8423,667,4311,962021-06-18
NASDAQ OMX Helsinki 25 PR EUR17,1828,787,3913,002021-06-18
Morningstar China 50/50 NR USD4,384,297,3911,652021-06-18
Cat 50%Citi PolishGBI&50%MSCI Poland NR-0,42-1,097,373,542020-02-09
FTSE Italia AllShare TR EUR18,3129,497,3213,692021-06-18
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR6,9410,007,219,622021-06-19
Morningstar UK Mod Adv Tgt Alloc NR GBP12,6516,847,169,292021-06-18
Morningstar US Mid Val TR EUR25,6234,317,1611,782021-06-18
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd2,5912,957,095,492020-02-09
MSCI EAFE NR USD14,5420,427,0811,272021-06-18
MSCI EMU SMID NR EUR14,9028,517,0113,402021-06-18
MSCI EMU NR EUR17,5525,976,9712,162021-06-18
ICE BofA Sterling HY TR GBP9,7615,326,876,832021-06-18
MSCI World/Financials NR USD24,2333,816,8613,022021-06-18
MSCI Frontier Markets GR USD19,3226,146,858,852021-06-18
JPM CEMBI Broad Diversified TR USD6,32-0,116,696,702021-06-18
FTSE/JSE ALB 1-3 Yr TR ZAR9,4218,096,6710,782021-06-18
Cat 75%Barclays US Agg TR&25%FTSE Wld TR6,67-1,036,647,022021-06-19
Morningstar EU Mod Gbl Tgt Alloc NR EUR7,9810,376,628,572021-06-18
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR6,466,636,627,902021-06-19
MSCI Frontier Markets NR USD19,1425,776,598,542021-06-18
MSCI ACWI Value NR USD18,1322,996,5610,482021-06-18
BBgBarc Euro Agg Govt 10+ Yr TR EUR-4,98-3,126,525,332021-06-18
Morningstar UK Mod Tgt Alloc NR GBP10,0312,196,437,382021-06-18
Morningstar US Con Tgt Alloc NR USD6,41-1,256,426,652021-06-18
BBgBarc US Corp Bond TR USD1,82-6,156,385,452021-06-17
ICE BofA Gbl HY Constnd TR HGBP9,0814,476,336,052021-06-18
FSE DAX TR EUR14,7422,126,3311,852021-06-18
Tel Aviv SE Gov Bond - CPI Linked TR ILS3,59-2,256,286,422021-06-17
Tel Aviv SE Gen Bond CPI Linked TR ILS4,920,986,257,052021-06-17
BBgBarc US Corporate High Yield TR USD8,283,686,238,252021-06-18
BBgBarc Gbl Agg Corp TR Hdg GBP5,225,656,203,702021-06-18
ICE BofA AsianDollar HYCp CN Is TR USD3,08-3,046,196,772021-06-18
OSE Oslo Børs Mutual Fund TR NOK17,3138,476,1813,932021-06-18
ICE BofA Gbl HY Constnd TR USD7,384,676,187,962021-06-18
JPM EMBI Global Diversified TR USD4,64-0,656,146,082021-06-18
MSCI China NR USD4,5915,116,0917,892021-06-18
Morningstar US Small Val TR EUR30,7852,716,0810,832021-06-18
BBgBarc Gbl Agg Corp 0901 TR Hdg USD4,23-4,606,015,642021-06-18
BBgBarc Gbl Agg Corp TR Hdg CHF-0,73-2,995,983,822021-06-18
FTSE EPRA Nareit Global TR USD20,4316,615,987,512021-06-18
S&P Global Infrastructure TR USD12,2911,255,867,822021-06-18
Morningstar EU Mod Tgt Alloc NR EUR8,3010,535,827,952021-06-18
JPM ACI Non Investment Grade TR USD7,440,455,766,192021-06-18
Fideuram Azionari Area Euro TR EUR14,0822,825,769,072021-06-10
FTSE/JSE All Share TR ZAR21,2740,255,7210,072021-06-18
BBgBarc Gbl Infl Linked US TIPS TR USD6,21-2,345,724,982021-06-18
BBgBarc Gbl Agg Corp TR USD3,36-2,835,665,202021-06-18
Tel Aviv SE All Bond3,13-0,905,646,612021-06-17
MSCI Europe High Div Yld NR EUR12,4416,215,648,602021-06-18
JPM Asia Credit TR USD5,19-4,045,565,222021-06-18
BBgBarc Gbl Infl Linked TR Hdg GBP5,985,405,444,032021-06-18
Tel Aviv SE All Gov Bond TR ILS1,38-4,475,426,002021-06-17
Euronext BEL 20 NR EUR18,0519,885,338,712021-06-18
Morningstar UK Mod Caut Tgt Alloc NR GBP7,497,585,325,172021-06-18
Markit iBoxx GBP NonGilts TR3,344,115,174,142021-06-18
JPM CEMBI Broad Diversified Hdg TR EUR2,624,455,155,582021-06-18
BBgBarc Gbl Infl Linked TR Hdg USD4,99-4,915,075,772021-06-18
FTSE EPRA Nareit Developed Europe TR EUR13,2117,485,068,112021-06-18
Fideuram Azionari Italia TR EUR16,5324,924,9810,522021-06-10
BBgBarc Gbl Infl Linked TR USD4,25-0,444,955,002021-06-18
S&P Mid-East and Africa BMI TR USD24,0531,334,957,992021-06-18
TOPIX TR JPY7,2911,774,9511,302021-06-18
MSCI EM Latin America NR USD13,5227,904,898,092021-06-18
Markit iBoxx ALBI TR USD2,24-3,194,864,992021-06-18
ICE BofA Gbl HY Constnd TR HEUR4,348,224,787,012021-06-18
Fideuram Azionari Paesi Emergenti TR EUR8,9423,654,7510,792021-06-10
BBgBarc US Agg Bond TR USD3,48-8,234,713,912021-06-18
JPM EMBI Global Diversified Hedge TR EUR0,933,724,504,882021-06-18
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR0,58-0,254,494,532021-06-18
MSCI Portugal NR EUR1,133,554,489,932021-06-18
Morningstar UK Cau Tgt Alloc NR GBP4,842,984,433,272021-06-18
BBgBarc Sterling Agg TR GBP1,00-1,644,393,172021-06-18
BBgBarc Pan Euro HY Euro TR EUR5,017,404,316,742021-06-18
BBgBarc Global Aggregate TR Hdg GBP4,532,154,262,102021-06-18
Markit iBoxx ALBI Hong Kong TR HKD4,80-6,544,243,392021-06-18
S&P Global Natural Resources TR USD23,1132,414,1912,062021-06-18
FTSE 250 Ex Investment Trust TR GBP18,8835,244,118,222021-06-18
BBgBarc US Government TR USD2,65-10,584,103,092021-06-18
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd3,386,574,024,262021-06-19
Markit iBoxx ALBI China Offshore TR CNH7,753,583,975,472021-06-18
BBgBarc Global Aggregate TR Hdg CHF-1,35-6,223,962,162021-06-18
FTSE WBIG Eastern Europe EUR1,29-2,783,955,252021-06-18
BBgBarc Global Aggregate TR Hdg USD3,54-7,893,923,912021-06-18
Markit iBoxx ALBI Singapore TR SGD0,18-6,103,923,832021-06-18
MSCI AC Asia Pacific ex Japan HDY NR USD13,9815,093,9110,162021-06-18
FTSE Act UK Cnvt Gilts All Stocks TR GBP0,31-3,573,902,652021-06-18
STeFI Composite ZAR10,0616,903,838,752021-06-18
Fideuram Bilanciati TR EUR6,228,413,795,752021-06-10
FTSE EPRA Nareit Developed Asia TR USD16,3311,843,657,032021-06-18
BBgBarc Gbl Infl Linked TR Hdg EUR1,33-0,483,644,732021-06-18
Morningstar EU Cau Gbl Tgt Alloc NR EUR2,751,303,644,802021-06-18
BBgBarc Global Aggregate TR USD1,83-5,633,583,192021-06-18
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR1,75-1,343,504,112021-06-19
STeFI 3 Month NCD ZAR9,9516,353,428,342021-06-18
Morningstar EU Cau Tgt Alloc NR EUR2,771,573,404,692021-06-18
JPM GBI-EM Global Diversified TR USD1,15-2,873,304,572021-06-18
Refinitiv Europe CB TR EUR4,017,223,145,312021-06-18
Fideuram Azionari Pacifico TR EUR6,9313,562,968,942021-06-10
Markit iBoxx GBP NonGilts 1-5 TR6,014,282,902,092021-06-18
BBgBarc Euro Infln Lkd TR EUR2,973,862,814,302021-06-18
BBgBarc Pan Euro Agg TR EUR-0,19-2,242,803,312021-06-18
BBgBarc Euro Agg Govt TR EUR-1,09-2,732,803,472021-06-18
Tel Aviv SE Makams T-Bill TR ILS1,93-3,732,624,002021-06-17
Euronext Paris CAC Mid&Small NR EUR16,1130,462,5811,372021-06-18
FTSE AllSh TR GBP17,5322,242,587,712021-06-18
BBgBarc Euro Agg Bond TR EUR-0,46-2,212,583,452021-06-18
BBgBarc Global Aggregate TR Hdg EUR-0,06-3,552,502,872021-06-18
FTSE EPRA Nareit Eurozone TR EUR10,3413,652,508,152021-06-18
Fideuram Bilanciati Obblig TR EUR2,842,932,254,292021-06-10
BBgBarc US Aggregate 1-3 Yr TR USD5,06-7,782,142,582021-06-18
Fideuram Obbl Misti TR EUR0,380,162,133,262021-06-10
MSCI Europe Value NR EUR16,9722,612,118,022021-06-18
FTSE Polish GBI PLN0,08-5,161,914,892021-06-18
MSCI Singapore NR SGD15,1614,981,918,162021-06-18
S&P Pan Africa TR18,1732,281,726,322021-06-18
BBgBarc Sterling Agg 1-3 Yr TR GBP5,902,521,690,812021-06-18
MSCI Austria NR EUR29,4552,181,4314,362021-06-18
Hang Seng HSI GR HKD12,4311,341,2511,902021-06-18
FTSE GBP EuroDep 3 Mon GBP6,212,231,200,512021-06-18
Fideuram Obbl Eur Govt M/L Temn TR EUR-2,16-2,531,202,132021-06-10
FTSE Swiss GBI 1-3 Yr CHF0,37-5,741,030,662021-06-18
Fideuram Obbl Euro Corp IG TR EUR-0,43-1,080,962,732021-06-10
ICE BofA USD 3M Dep OR CM TR USD5,27-7,890,932,182021-06-18
FTSE CHF EuroDep 1 Mon CHF0,34-6,130,910,612021-06-18
BBgBarc Global Aggregate TR Hdg NOK1,910,650,882,442021-06-18
FTSE USD EuroDep 3 Mon USD5,20-8,020,742,102021-06-18
FTSE Swiss GBI CHF-2,81-8,380,690,322021-06-18
BBgBarc Euro Agg Corp 1-3 Yr TR EUR2,10-1,250,602,392021-06-18
FTSE Swedish GBI SEK-1,48-1,020,530,562021-06-18
Fideuram Obbl Eur Govt Breve Temn TR EUR-0,35-2,430,451,822021-06-10
BME IBEX 35 NR EUR15,0221,430,216,502021-06-18
BBgBarc Euro Agg 1-3 Yr TR EUR1,67-2,630,091,842021-06-18
BBgBarc Euro Agg Govt 1-3 Yr TR EUR1,52-3,05-0,041,702021-06-18
FTSE Danish GBI 3-5 Yr DKK1,04-3,59-0,081,692021-06-18
FTSE SEK EuroDep 3 Mon SEK-0,10-0,17-0,24-0,412021-06-18
BBgBarc Japanese Aggregate TR JPY-1,62-11,19-0,30-0,572021-06-18
FTSE EUR EuroDep 3 Mon EUR1,61-3,46-0,521,312021-06-18
FTSE Danish GBI 1-3 Yr DKK1,57-3,38-0,561,212021-06-18
FTSE Swedish GBI 1-3 Yr SEK-0,33-0,38-0,65-0,512021-06-18
EONIA Capitalisé 360j TR EUR0,91-3,58-0,651,212021-06-17
BBgBarc Gbl Infl Linked Sweden TR USD0,291,30-0,650,582021-06-18
MSCI AC ASEAN NR USD5,524,32-1,164,472021-06-18
MSCI Poland NR EUR14,8813,86-1,956,232021-06-18
FTSE 100 PR GBP15,3715,17-2,123,112021-06-18
MSCI Thailand NR THB8,18-0,17-2,127,082021-06-18
MSCI Indonesia NR IDR-4,681,21-2,492,602021-06-18
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-6,89-4,50-3,91-1,052020-02-10
MSCI World/Energy NR USD36,1121,38-8,000,362021-06-18
FTSE/JSE SA Listed Property TR ZAR28,5735,66-11,17-4,642021-06-18
MSCI Turkey NR EUR-16,20-17,27-11,19-10,432021-06-18
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

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