Morningstar

Rendimientos de los índices: Rendimientos Acumuladas

Índice

Una lista de todos los índices globales con la media de las categorías acumuladas (en el año, 1 año, 3 años, 5 años) – índices de MSCI, FTSE, Citigroup y más. Varios de esos índices pueden ser usados colmo índice de referencia para la herramienta de cartera.

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ÍndiceYTD Return%1 Year Return %3 Year Anlsd %5 Year Anlsd %Date
S&P Global Clean Energy TR USD83.0691.7638.6324.8329/09/2020
MSCI World/Information Tech NR USD49.9765.8534.4032.5529/09/2020
Morningstar US Large Growth TR EUR49.7859.7332.0227.4129/09/2020
Morningstar US Growth TR EUR51.0961.0931.7227.0229/09/2020
EMIX Global Mining Global Gold TR USD60.6465.9330.5133.7529/09/2020
Russell 1000 Growth TR USD46.0356.5730.0627.0729/09/2020
Morningstar US Mid Growth TR EUR44.6051.8328.2924.1629/09/2020
MSCI ACWI Growth NR USD39.2348.0723.4622.2629/09/2020
Morningstar US Large Cap TR EUR28.2435.9121.8421.9429/09/2020
DJ Islamic World TR USD34.6843.2621.8421.3329/09/2020
MSCI Taiwan NR USD33.8450.9721.6023.1730/09/2020
Morningstar US Small Growth TR EUR31.9539.3420.2120.4529/09/2020
Russell 1000 TR USD25.0131.8120.1420.7029/09/2020
S&P 500 TR USD24.0230.7820.0320.7629/09/2020
MSCI Denmark NR DKK50.0261.4120.0217.0029/09/2020
Morningstar US Market TR EUR24.3731.0619.7120.4829/09/2020
Morningstar US Market TR USD24.3731.0619.7120.4829/09/2020
Morningstar US Market TR GBP24.3731.0619.7120.4829/09/2020
Russell 3000 TR USD23.8930.6819.3720.2729/09/2020
MSCI Sweden Small Cap NR SEK42.9861.2719.2020.3129/09/2020
Morningstar US Large Core TR EUR25.5834.3819.1020.8829/09/2020
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR30.6331.9218.7017.2528/09/2020
MSCI World/Health Care NR USD24.7637.0818.2516.3229/09/2020
Morningstar Metals Cmdty TR USD45.1042.9118.1514.8629/09/2020
Morningstar US Core TR EUR22.0629.6017.6519.6029/09/2020
Refinitiv Global CB TR USD37.1540.1117.5515.2029/09/2020
NASDAQ OMX Copenhagen 20 PR DKK46.8358.5916.9915.1330/09/2020
S&P Global Water TR19.3425.8616.8018.7129/09/2020
FTSE EMU GBI 10+ Yr EUR35.0224.9716.7813.4129/09/2020
Fideuram Azionari America TR EUR25.8331.5216.5616.9528/09/2020
Morningstar US Mid Cap TR EUR17.3021.2916.0117.6529/09/2020
MSCI Switzerland NR CHF22.2326.3615.8914.5229/09/2020
FTSE EPRA Nareit Switzerland TR EUR7.2214.6915.7416.9929/09/2020
Refinitiv Global Hgd CB TR EUR41.4846.4615.5114.6029/09/2020
Cat 25%Barclays US Agg TR&75%FTSE Wld TR22.7826.2615.3815.9728/09/2020
MSCI World NR USD20.0725.6515.3617.0229/09/2020
MSCI Golden Dragon NR USD30.8244.1015.2219.5029/09/2020
MSCI World/Comm Services NR USD25.6830.6015.0813.9729/09/2020
NASDAQ Biotechnology TR USD33.0355.6414.9213.4129/09/2020
Cat 50%Barclays US Agg TR&50%FTSE Wld TR24.6525.4714.7914.1928/09/2020
MSCI China NR USD34.8649.4114.7719.7829/09/2020
MSCI ACWI NR USD19.5425.5114.6616.8129/09/2020
Russell Mid Cap TR USD15.0819.1314.6516.5629/09/2020
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR22.5326.0214.6315.7328/09/2020
MSCI Nordic Countries Small Cap NR USD33.0548.5514.4618.4129/09/2020
DJ Global TR USD19.0024.9714.4216.8429/09/2020
BBgBarc US Corp Bond TR USD26.5723.2514.1411.9129/09/2020
Cat 75%Barclays US Agg TR&25%FTSE Wld TR26.1724.3014.0012.2828/09/2020
Morningstar US Mid Core TR EUR13.9517.3113.9816.2129/09/2020
BBgBarc Gbl Infl Linked TR Hdg USD27.8019.2613.9211.6129/09/2020
MSCI Europe Growth NR EUR23.5929.0613.9114.6429/09/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg USD24.9521.2513.5611.6029/09/2020
MSCI World/Utilities NR USD13.0611.0113.5114.2229/09/2020
BBgBarc Gbl Infl Linked US TIPS TR USD29.6825.4913.5010.5029/09/2020
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR22.9824.9213.4713.1628/09/2020
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR24.2825.1213.3613.7528/09/2020
FTSE US GBI USD29.2623.3713.159.5429/09/2020
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR24.4532.5713.1215.5628/09/2020
NASDAQ OMX Helsinki Benchmark Cap GR EUR27.6232.2212.8818.8830/09/2020
BBgBarc US Agg Bond TR USD26.6822.1312.8710.0129/09/2020
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR23.3424.3512.8212.1128/09/2020
BBgBarc Global Aggregate TR Hdg USD24.1118.8012.7310.1529/09/2020
MSCI Nordic Countries NR EUR32.1939.8012.7014.5329/09/2020
BBgBarc Gbl Agg Corp TR USD25.5122.8312.5010.9829/09/2020
JPM CEMBI Broad Diversified TR USD21.4819.5012.2612.2329/09/2020
BBgBarc Gbl Infl Linked TR USD27.3922.0912.189.9729/09/2020
MSCI World/Materials NR USD22.8728.3812.1618.6029/09/2020
Markit iBoxx ALBI TR USD21.2619.2212.1011.1830/09/2020
BBgBarc Gbl Agg Corp TR Hdg CHF29.4827.6512.109.8829/09/2020
JPM Asia Credit TR USD22.0918.1112.1011.2630/09/2020
Morningstar China Large Cap CNY34.4540.8412.0910.8830/09/2020
Morningstar US Mid Core PR EUR12.4815.2912.0414.1829/09/2020
MSCI AC Asia Ex Japan NR USD23.4533.0612.0316.8929/09/2020
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR25.7923.9611.9511.6928/09/2020
MSCI BRIC NR USD18.6629.0611.8418.1529/09/2020
MSCI AC Asia Pacific NR USD20.4926.4411.8415.7729/09/2020
Markit iBoxx ALBI Singapore TR SGD23.3522.2511.8411.0630/09/2020
FTSE WBIG Eastern Europe EUR24.4323.6911.7310.7029/09/2020
BBgBarc Sterling Agg TR GBP23.4123.8311.717.7229/09/2020
MSCI AC Asia Pac Ex JPN NR USD20.8328.5311.6316.5329/09/2020
Tel Aviv SE Gov Bond - CPI Linked TR ILS18.4315.9111.6210.9929/09/2020
BBgBarc Global Aggregate TR USD25.2720.9611.609.7029/09/2020
BBgBarc US Corporate High Yield TR USD18.8417.2911.6012.7129/09/2020
Tel Aviv SE Yeter- Rest of shares TR ILS21.5124.6311.5218.9529/09/2020
Tel Aviv SE All Gov Bond TR ILS19.6617.0811.4911.1629/09/2020
FTSE Act UK Cnvt Gilts All Stocks TR GBP22.7421.3011.387.3330/09/2020
BBgBarc Global Aggregate TR Hdg CHF28.7325.2111.348.5129/09/2020
Markit iBoxx ALBI Hong Kong TR HKD25.5119.6611.288.8130/09/2020
FTSE EMU GBI EUR28.7623.1611.239.7829/09/2020
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR24.0222.7011.099.4428/09/2020
Markit iBoxx ALBI China Offshore TR CNH23.6022.2111.089.1530/09/2020
TOPIX TR JPY17.6321.4910.9814.0630/09/2020
ICE BofA Gbl HY Constnd TR USD18.5817.8710.9612.5329/09/2020
BBgBarc Gbl Infl Linked TR Hdg EUR32.1725.6010.9410.3429/09/2020
JPM EMBI Global Diversified TR USD17.7415.2610.9112.1329/09/2020
MSCI Russia NR USD-16.43-7.3510.8516.8529/09/2020
Tel Aviv SE All Bond18.0015.5110.8411.2429/09/2020
FTSE Polish GBI PLN23.1125.2510.839.5229/09/2020
Tel Aviv SE Gen Bond CPI Linked TR ILS16.5613.7810.8111.1529/09/2020
BBgBarc Gbl Infl Linked TR Hdg GBP23.2223.3910.817.0129/09/2020
Vietnam VN Index11.333.2610.7015.4129/09/2020
MSCI China A Onshore NR CNY39.2947.0010.669.9130/09/2020
JPM ACI Non Investment Grade TR USD18.1215.7210.5511.8930/09/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR29.1327.5610.4910.2429/09/2020
BBgBarc Pan Euro Agg TR EUR26.3622.7810.469.0229/09/2020
MSCI Sweden NR SEK28.6439.4310.4113.5929/09/2020
BBgBarc Euro Agg Bond TR EUR27.4022.8610.419.4629/09/2020
FTSE Japanese GBI JPY20.3913.6110.419.7929/09/2020
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd24.9228.8810.3711.8328/09/2020
Markit iBoxx GBP NonGilts TR19.2621.7810.307.7030/09/2020
BBgBarc Gbl Agg Corp TR Hdg GBP20.1724.9910.256.7729/09/2020
MSCI Germany Small Cap NR EUR22.0434.5210.2517.7029/09/2020
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR18.7522.8310.2113.7328/09/2020
BBgBarc US Aggregate 1-3 Yr TR USD21.8117.8810.157.7329/09/2020
Morningstar US Large Val TR EUR1.765.0910.0714.7029/09/2020
Fideuram Azionari Internazionale TR EUR15.1520.6910.0113.1328/09/2020
BBgBarc Global Aggregate TR Hdg EUR28.4025.149.758.8729/09/2020
Russell 1000 Value TR USD3.937.699.7413.8829/09/2020
BBgBarc Global Aggregate TR Hdg GBP19.7522.909.605.5129/09/2020
Red Rocks Gbl Listed Private Eqty TR USD6.5413.589.5714.6129/09/2020
MSCI EM NR USD15.6424.349.3415.2129/09/2020
ICE BofA USD 3M Dep OR CM TR USD19.6615.749.337.1529/09/2020
Morningstar Shrt-Only Cmdty TR USD31.1220.299.326.4429/09/2020
BBgBarc Euro Infln Lkd TR EUR23.9320.289.318.8829/09/2020
MSCI ACWI Small NR USD11.1517.449.2313.9029/09/2020
ICE BofA Sterling HY TR GBP12.8220.509.238.2229/09/2020
FTSE USD EuroDep 3 Mon USD19.2915.359.217.1329/09/2020
JPM CEMBI Broad Diversified Hdg TR EUR25.4525.649.2010.8729/09/2020
BBgBarc Euro Agg Corps TR EUR24.7922.549.179.5529/09/2020
Tel Aviv SE TA 125 TR ILS-2.25-0.019.158.8429/09/2020
Euronext AEX All Share TR EUR14.5617.149.1014.7429/09/2020
FTSE Swiss GBI CHF24.4420.799.106.5129/09/2020
NASDAQ OMX Helsinki 25 PR EUR23.8327.439.0914.5830/09/2020
FTSE/JSE ALB 1-3 Yr TR ZAR7.9313.689.0610.8730/09/2020
MSCI Europe ex UK Small Cap NR EUR19.5829.979.0515.2429/09/2020
Russell 2000 TR USD7.9414.379.0214.3229/09/2020
MSCI World High Dividend Yield NR USD5.699.059.0012.8729/09/2020
MSCI India NR USD11.6012.428.9710.9430/09/2020
Fideuram Obbl Eur Govt M/L Temn TR EUR26.2822.578.767.9828/09/2020
BBgBarc Pan Euro HY Euro TR EUR20.3320.758.6411.0829/09/2020
Morningstar US Small Cap TR EUR5.9911.298.5313.4629/09/2020
ICE BofA Gbl HY Constnd TR HEUR21.7122.638.4211.4629/09/2020
Fideuram Obbl Misti TR EUR24.1621.878.398.3328/09/2020
MSCI Europe Ex UK NR EUR14.3319.258.3112.1829/09/2020
Fideuram Azionari Pacifico TR EUR16.8422.098.2611.4128/09/2020
Tel Aviv SE Makams T-Bill TR ILS18.8115.248.268.5129/09/2020
FTSE Swiss GBI 1-3 Yr CHF24.0821.558.235.8929/09/2020
Morningstar US Value TR EUR-1.151.938.1413.5229/09/2020
MSCI EAFE NR USD10.7914.888.1011.7529/09/2020
ICE BofA Gbl HY Constnd TR HGBP13.0819.908.037.8129/09/2020
MSCI Korea NR USD22.2832.638.0015.4030/09/2020
Fideuram Bilanciati TR EUR17.3119.668.008.6225/09/2020
FTSE CHF EuroDep 1 Mon CHF23.7321.617.985.7129/09/2020
MSCI Europe SMID NR EUR11.7921.297.9512.2929/09/2020
MSCI Canada NR USD9.7610.527.9012.4929/09/2020
MSCI Pacific Ex Japan NR USD6.077.417.8113.2929/09/2020
JPM EMBI Global Diversified Hedge TR EUR21.4321.017.7910.6929/09/2020
Refinitiv Europe CB TR EUR22.3122.177.768.3929/09/2020
Fideuram Obbl Euro Corp IG TR EUR23.0521.027.758.4128/09/2020
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd24.8225.197.678.3828/09/2020
Fideuram Bilanciati Obblig TR EUR21.1220.707.558.5528/09/2020
MSCI Australia NR USD3.433.187.5112.8830/09/2020
MSCI Portugal NR EUR10.4015.627.3713.2329/09/2020
MSCI AC Asia Ex JPN Small NR USD24.3928.377.3610.5229/09/2020
Morningstar Shrt/Flt Cmdty TR USD22.6315.067.344.4229/09/2020
BBgBarc Euro Agg Corp 1-3 Yr TR EUR23.8822.197.337.3529/09/2020
FTSE EPRA Nareit Developed Asia TR USD-2.52-4.577.299.8729/09/2020
STOXX Europe 600 NR EUR9.6015.117.1910.8229/09/2020
FTSE Danish GBI 3-5 Yr DKK24.2920.797.187.1129/09/2020
Fideuram Obbl Eur Govt Breve Temn TR EUR23.6521.987.186.6528/09/2020
MSCI Europe Small Cap NR EUR9.7921.587.1512.2029/09/2020
JPM GBI-EM Global Diversified TR USD10.2311.327.1410.7029/09/2020
S&P Global Agribusiness Equity TR USD7.3710.757.1011.7829/09/2020
FTSE EPRA Nareit Developed Europe TR EUR-2.126.087.047.9629/09/2020
BBgBarc Euro Agg 1-3 Yr TR EUR23.8021.777.006.7429/09/2020
BBgBarc Euro Agg Govt 1-3 Yr TR EUR23.7621.626.916.6029/09/2020
FSE DAX TR EUR19.8326.476.9113.2229/09/2020
BBgBarc Sterling Agg 1-3 Yr TR GBP16.2720.286.823.2429/09/2020
FTSE/JSE All Bond TR ZAR-0.215.286.769.2330/09/2020
Morningstar DM Europe 100 GR EUR6.7710.666.629.8830/09/2020
MSCI Europe NR EUR8.1813.196.6110.5329/09/2020
Fideuram Azionari Paesi Emergenti TR EUR13.1921.716.6011.9528/09/2020
Morningstar US Small Core TR EUR-0.993.536.5412.2329/09/2020
EONIA Capitalisé 360j TR EUR23.2321.396.506.2328/09/2020
MSCI EMU SMID NR EUR12.0818.766.4812.9629/09/2020
FTSE EUR EuroDep 3 Mon EUR23.3621.516.456.0929/09/2020
FTSE Danish GBI 1-3 Yr DKK23.5921.246.366.2129/09/2020
FTSE GBP EuroDep 3 Mon GBP15.2219.496.342.7629/09/2020
STeFI Composite ZAR1.847.466.208.6730/09/2020
FTSE EPRA Nareit Global TR USD-5.08-5.426.149.3729/09/2020
FTSE EPRA Nareit United States TR USD-5.49-9.926.088.6129/09/2020
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 251.1215.065.9510.9309/02/2020
MSCI EMU Small Cap NR EUR11.6019.965.9513.1429/09/2020
MSCI Emerging Markets SMID NR USD11.4517.885.9110.8229/09/2020
Morningstar Lng/Flt Cmdty TR USD11.1710.235.882.8729/09/2020
FTSE Swedish GBI SEK25.1322.975.875.6929/09/2020
STeFI 3 Month NCD ZAR1.396.895.798.2630/09/2020
MSCI ACWI Value NR USD0.844.455.7511.1329/09/2020
S&P Global Infrastructure TR USD-2.85-1.725.7510.6829/09/2020
FTSE EPRA Nareit Eurozone TR EUR0.995.295.7210.0129/09/2020
Euronext Paris CAC 40 NR EUR1.626.355.6811.2729/09/2020
MSCI Frontier Markets GR USD8.1810.675.629.8229/09/2020
BBgBarc Global Aggregate TR Hdg NOK15.3313.805.507.1529/09/2020
MSCI EMU NR EUR9.0713.595.4611.0929/09/2020
OSE Oslo Børs Mutual Fund TR NOK2.787.865.4512.4430/09/2020
MSCI Europe High Div Yld NR EUR-0.445.875.448.9329/09/2020
MSCI Frontier Markets NR USD7.9710.445.369.4729/09/2020
Morningstar Eurozone 50 GR EUR7.5511.225.3210.8030/09/2020
Euronext Paris SBF 120 NR EUR2.186.695.2611.3229/09/2020
MSCI AC Asia Pacific ex Japan HDY NR USD1.906.975.2010.7229/09/2020
Hang Seng HSI GR HKD1.356.845.1612.1929/09/2020
Morningstar US Mid Val TR EUR-5.73-3.765.1011.7729/09/2020
Morningstar Lng/Shrt Cmdty TR USD8.274.734.961.3629/09/2020
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 250.8013.464.7710.7809/02/2020
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 250.7012.954.3610.6609/02/2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR-0.265.434.3510.1802/02/2020
Fideuram Azionari Area Euro TR EUR11.3916.994.178.6828/09/2020
S&P Global Natural Resources TR USD-2.312.594.1713.0229/09/2020
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur-1.138.913.968.7009/02/2020
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR0.3311.873.9511.5909/02/2020
BBgBarc Gbl Infl Linked Sweden TR USD20.1218.423.925.6129/09/2020
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR-1.1410.323.8010.9209/02/2020
FTSE SEK EuroDep 3 Mon SEK23.6024.303.523.7529/09/2020
FTSE Italia AllShare TR EUR1.446.583.428.0530/09/2020
S&P Mid-East and Africa BMI TR USD1.445.193.366.3529/09/2020
FTSE Swedish GBI 1-3 Yr SEK23.4423.373.363.7729/09/2020
Morningstar Lng/Shrt Cmdty ER USD7.773.793.330.2329/09/2020
Athens Exchange Athex Composite TR-13.38-9.873.098.2129/09/2020
OSE Statsobligasjonsind 3.0014.2712.943.095.0330/09/2020
MSCI Singapore NR SGD-8.98-6.472.778.6530/09/2020
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur-1.215.332.667.6509/02/2020
Fideuram Azionari Italia TR EUR1.055.992.367.1728/09/2020
Morningstar Lng-Only Cmdty TR USD-5.77-3.592.231.4329/09/2020
OSE Statsobligasjonsind 1.0011.5110.622.204.3830/09/2020
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR-2.095.622.138.3209/02/2020
FTSE AllSh TR GBP-8.65-2.172.035.6830/09/2020
MSCI EM Europe NR EUR-16.74-10.412.029.1029/09/2020
OSE Statsobligasjonsind 0.2510.489.681.954.2230/09/2020
MSCI World/Financials NR USD-7.61-3.521.919.3129/09/2020
FTSE/JSE All Share TR ZAR-4.463.681.856.3730/09/2020
Euronext BEL 20 NR EUR2.217.741.748.7329/09/2020
Cat 50%Citi PolishGBI&50%MSCI Poland NR-3.82-6.321.685.5209/02/2020
Morningstar Agriculture Cmdty TR USD13.0317.461.540.7229/09/2020
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd-0.916.981.427.5109/02/2020
FTSE 250 Ex Investment Trust TR GBP-13.39-0.641.194.0530/09/2020
Euronext Paris CAC Mid&Small NR EUR6.4010.500.8511.2529/09/2020
MSCI AC ASEAN NR USD-9.47-9.950.557.7730/09/2020
S&P Pan Africa TR-8.85-2.41-0.664.4229/09/2020
MSCI Europe Value NR EUR-6.65-2.16-0.826.1329/09/2020
MSCI Thailand NR THB-17.72-21.97-1.058.6730/09/2020
Morningstar US Small Val TR EUR-10.97-6.87-1.247.2929/09/2020
FTSE Small Cap Ex Invest Trust TR GBP-11.262.37-1.733.2330/09/2020
FTSE 100 PR GBP-11.27-7.12-2.321.4730/09/2020
MSCI Indonesia NR IDR-18.46-16.57-3.139.5830/09/2020
MSCI Brazil NR USD-30.83-24.58-3.9515.1029/09/2020
Morningstar Livestock Cmdty TR USD-7.96-7.77-3.95-1.2629/09/2020
BME IBEX 35 NR EUR-11.28-8.07-4.612.8329/09/2020
Morningstar Energy Cmdty TR USD-37.21-34.44-5.77-5.1129/09/2020
MSCI EM Latin America NR USD-25.36-21.25-5.958.1629/09/2020
MSCI Poland NR EUR-9.39-10.13-6.502.2729/09/2020
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-10.41-9.89-8.950.4810/02/2020
MSCI Austria NR EUR-22.26-19.88-10.766.4229/09/2020
MSCI World/Energy NR USD-35.61-35.43-12.50-2.0929/09/2020
MSCI Turkey NR EUR-20.30-23.48-17.44-6.1729/09/2020
FTSE/JSE SA Listed Property TR ZAR-47.46-45.19-24.21-11.5030/09/2020
Lista extensiva de índices relacionados con el rendimiento de los fondos, incluyendo estándares de la industria: MSCI, FTSE, Citigroup, Lehman Brothers y JP Morgan. Rendimientos para el año en curso, 1 año, 3 años y 5 años.
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TEl Rating de Estrellas de Morningstar para Acciones se asigna a partir de la estimación de un analista del precio objetivo de un valor. Es un pronóstico u opinión y no una constatación de hechos. Morningstar asigna ratings de estrellas a partir de la estimación de una analista sobre el precio objetivo de una acción. El Rating de Estrellas se basa en cuatro pilares: (1) análisis de la ventaja competitiva de la compañía, (2) estimación del precio objetivo de la acción, (3) nuestra incertidumbre sobre el precio objetivo estimado y (4) el precio de mercado actual. Este proceso culmina con un rating de una sola estrella que se actualiza diariamente. Un rating de cinco estrellas supone creer que la acción ofrece buen valor a su precio actual, mientras que un rating de una estrella no. Si nuestras hipótesis de escenario básico son ciertas, el precio del mercado convergirá con nuestra estimación del precio objetivo con el tiempo, por lo general en el plazo de tres años. Las inversiones en valores están sujetos al riesgo de mercado y otros riesgos. La rentabilidad histórica de un valor puede mantenerse o no en el futuro y no es ninguna indicación de la rentabilidad futura. Para obtener información detallada sobre el Rating de Estrellas de Morningstar para Acciones, visite

La Estimación Cuantitativa del Precio Objetivo constituye la estimación de Morningstar de la cantidad en dólares por acción del valor del patrimonio de la empresa a día de hoy. La Estimación Cuantitativa del Precio Objetivo se realiza a partir de un modelo estadístico derivado de la Estimación del Precio Objetivo que los analistas de acciones de Morningstar asignan a las empresas, lo que incluye una previsión financiera de la empresa. La Estimación Cuantitativa del Precio Objetivo se calcula diariamente. Es un pronóstico u opinión y no una constatación de hechos. Las inversiones en valores están sujetos al riesgo de mercado y otros riesgos. La rentabilidad histórica de un valor puede mantenerse o no en el futuro y no es ninguna indicación de la rentabilidad futura. Para obtener información detallada sobre la Estimación Cuantitativa del Precio Objetivo, visite