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 USD-19.9527.8842.0722.5620/09/2021
MSCI World/Information Tech NR USD19.4833.3530.4128.6020/09/2021
MSCI Taiwan NR USD21.6339.3729.7721.8620/09/2021
Morningstar US Growth TR EUR21.2234.7427.9425.8520/09/2021
Morningstar US Large Growth TR EUR22.4630.9927.3125.6420/09/2021
MSCI Denmark NR DKK18.0727.8027.1517.0720/09/2021
Russell 1000 Growth TR USD18.5530.0025.9124.3120/09/2021
Morningstar US Mid Growth TR EUR14.5034.9325.7523.3120/09/2021
NASDAQ OMX Copenhagen 20 PR DKK17.4125.1424.6315.2520/09/2021
MSCI Sweden Small Cap NR SEK16.7326.2323.9616.8720/09/2021
EMIX Global Mining Global Gold TR USD-13.44-29.1223.896.1617/09/2021
MSCI China A Onshore NR CNY2.7310.1423.889.2320/09/2021
S&P Global Water TR25.5737.6223.3217.1920/09/2021
MSCI World/Comm Services NR USD20.7333.6922.9012.7320/09/2021
MSCI ACWI Growth NR USD13.6623.8722.0719.1920/09/2021
Morningstar China Large Cap CNY1.4410.6721.8310.6417/09/2021
DJ Islamic World TR USD15.2223.7421.4818.1319/09/2021
Tel Aviv SE Yeter- Rest of shares TR ILS11.3231.8120.1913.5919/09/2021
Morningstar US Large Cap TR EUR18.2027.1019.9919.0020/09/2021
MSCI Russia NR USD26.4539.5619.5616.4220/09/2021
Russell 1000 TR USD18.0829.1819.3018.3020/09/2021
Morningstar US Market TR EUR17.7229.3318.9618.1220/09/2021
Morningstar US Market TR GBP17.7229.3318.9618.1220/09/2021
Morningstar US Market TR USD17.7229.3318.9618.1220/09/2021
S&P 500 TR USD18.7828.1518.8518.0620/09/2021
Russell 3000 TR USD17.7129.6518.7918.0120/09/2021
MSCI India NR USD27.9643.0718.4713.6220/09/2021
Morningstar US Large Core TR EUR16.2824.7918.3917.2220/09/2021
MSCI Nordic Countries Small Cap NR USD13.5626.2017.9715.2820/09/2021
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR18.4726.8917.8814.6019/09/2021
Refinitiv Global CB TR USD5.4016.8117.8712.7417/09/2021
Morningstar US Core TR EUR15.9726.3417.6316.4620/09/2021
MSCI Nordic Countries NR EUR16.6623.6417.3914.0820/09/2021
Morningstar US Mid Cap TR EUR17.3733.5117.3816.4220/09/2021
Red Rocks Gbl Listed Private Eqty TR USD23.1845.7917.3416.7120/09/2021
MSCI Sweden NR SEK17.7824.8816.8713.4420/09/2021
Russell Mid Cap TR USD17.6134.3716.7015.6220/09/2021
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR9.4516.3916.6213.3619/09/2021
Morningstar US Mid Core TR EUR18.3131.4916.4914.8420/09/2021
Fideuram Azionari America TR EUR19.4223.7316.3915.3615/09/2021
MSCI Europe Growth NR EUR15.9119.3516.3713.0220/09/2021
MSCI World/Health Care NR USD15.7116.5916.0213.6420/09/2021
MSCI World NR USD15.9625.5016.0114.9120/09/2021
MSCI AC Asia Ex JPN Small NR USD19.7430.9515.9610.6120/09/2021
Morningstar US Small Growth TR EUR3.0728.7215.9118.0520/09/2021
Refinitiv Global Hgd CB TR EUR1.3014.6015.7912.2220/09/2021
DJ Global TR USD14.1224.4015.4814.4120/09/2021
MSCI ACWI NR USD13.8623.6415.4614.3120/09/2021
MSCI Switzerland NR CHF9.117.7915.4311.8020/09/2021
NASDAQ Biotechnology TR USD12.8319.3015.2412.4320/09/2021
Euronext AEX All Share TR EUR18.0832.1515.2014.5120/09/2021
Cat 25%Barclays US Agg TR&75%FTSE Wld TR12.0018.1015.1512.6019/09/2021
FTSE Small Cap Ex Invest Trust TR GBP32.9068.1014.8812.1520/09/2021
Athens Exchange Athex Composite TR8.8231.1314.7514.0220/09/2021
Morningstar US Mid Core PR EUR17.3329.8114.6512.9720/09/2021
MSCI Europe ex UK Small Cap NR EUR15.4128.2114.3514.2920/09/2021
MSCI Germany Small Cap NR EUR11.1427.2014.2615.9920/09/2021
Tel Aviv SE TA 125 TR ILS19.5539.6514.1511.9819/09/2021
Morningstar US Mod Tgt Alloc NR USD9.8813.3814.0111.4617/09/2021
NASDAQ OMX Helsinki Benchmark Cap GR EUR15.6319.2814.0014.7320/09/2021
Vietnam VN Index25.6546.7413.7615.3920/09/2021
MSCI ACWI SMID NR USD15.1230.4913.7613.1020/09/2021
MSCI Korea NR USD-3.1622.7713.6612.4220/09/2021
MSCI Emerging Markets SMID NR USD14.3325.7013.529.5820/09/2021
Morningstar EU Agg Gbl Tgt Alloc NR EUR11.1518.2213.2611.6917/09/2021
MSCI EM Europe NR EUR20.6834.3913.2310.5120/09/2021
Cat 50%Barclays US Agg TR&50%FTSE Wld TR7.7710.0212.979.6819/09/2021
MSCI Frontier Markets GR USD20.1426.3312.9210.7020/09/2021
MSCI Europe Small Cap NR EUR15.8131.1812.9012.9620/09/2021
Morningstar UK Adv Tgt Alloc NR GBP12.6921.4712.8911.4117/09/2021
MSCI World/Materials NR USD8.2714.1312.6813.0820/09/2021
MSCI Frontier Markets NR USD19.8425.9712.6310.3920/09/2021
MSCI Golden Dragon NR USD-6.310.0312.5011.4620/09/2021
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd8.0013.2112.488.9919/09/2021
MSCI Europe SMID NR EUR13.8126.6612.4512.3420/09/2021
FTSE EPRA Nareit Switzerland TR EUR0.261.1912.408.6117/09/2021
S&P Global Agribusiness Equity TR USD14.4726.6512.3710.6020/09/2021
MSCI EMU Small Cap NR EUR15.9130.0812.3513.3120/09/2021
Russell 2000 TR USD12.7037.9512.1514.2220/09/2021
MSCI AC Asia Ex Japan NR USD-1.758.3912.1510.8520/09/2021
TOPIX TR JPY10.9918.7912.1011.1517/09/2021
MSCI Europe Ex UK NR EUR12.3718.8212.0811.3720/09/2021
MSCI AC Asia Pac Ex JPN NR USD-0.5110.1512.0110.7020/09/2021
Fideuram Azionari Internazionale TR EUR15.7021.4611.9811.7715/09/2021
MSCI Canada NR USD18.0125.6511.9610.2320/09/2021
Russell 1000 Value TR USD17.5428.2611.9511.8320/09/2021
MSCI AC Asia Pacific NR USD3.5313.5311.9310.8120/09/2021
MSCI World/Utilities NR USD3.378.4511.878.5020/09/2021
STOXX Europe 600 NR EUR13.5320.3211.8410.6817/09/2021
Morningstar Eurozone 50 GR EUR13.6521.4111.8111.4120/09/2021
Morningstar EU Agg Tgt Alloc NR EUR10.9317.3311.7210.4117/09/2021
FTSE EPRA Nareit United States TR USD27.2831.3211.707.4017/09/2021
Morningstar Asia 50/50 NR USD0.974.6611.708.2717/09/2021
MSCI EM NR USD0.3311.3411.569.9520/09/2021
Morningstar US Small Cap TR EUR13.0338.0711.5513.1320/09/2021
S&P Mid-East and Africa BMI TR USD20.5527.0611.416.0417/09/2021
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR6.3410.6511.369.3119/09/2021
FTSE/JSE All Bond TR ZAR6.9118.3711.257.6720/09/2021
Morningstar UK Mod Adv Tgt Alloc NR GBP9.7516.4911.129.2117/09/2021
MSCI Australia NR USD7.7822.3211.069.9820/09/2021
Morningstar DM Europe 100 GR EUR12.4517.4211.059.7120/09/2021
MSCI BRIC NR USD-6.020.7711.0210.1420/09/2021
FSE DAX TR EUR8.7711.0610.9210.0317/09/2021
Tel Aviv SE Gov Bond - CPI Linked TR ILS4.416.0110.876.8219/09/2021
FTSE Italia AllShare TR EUR13.1825.7910.7714.0920/09/2021
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR0.104.9610.677.0819/09/2021
Cat 75%Barclays US Agg TR&25%FTSE Wld TR3.652.3610.606.6819/09/2021
Bloomberg US Corp Bond TR USD1.54-1.3310.545.6020/09/2021
MSCI EAFE NR USD11.3619.2810.519.9720/09/2021
Tel Aviv SE Gen Bond CPI Linked TR ILS5.488.2610.447.2519/09/2021
MSCI EMU SMID NR EUR11.5223.1910.4112.1420/09/2021
FTSE/JSE ALB 1-3 Yr TR ZAR3.4410.3410.357.5320/09/2021
Fideuram Azionari Area Euro TR EUR11.5518.9410.338.9815/09/2021
Bloomberg Gbl Infl Linked TR Hdg GBP5.116.6110.265.2617/09/2021
Bloomberg Gbl Infl Linked US TIPS TR USD5.812.1710.255.3020/09/2021
Euronext Paris CAC 40 NR EUR14.5625.3810.2011.8820/09/2021
MSCI Europe NR EUR12.2819.2810.189.8320/09/2021
Morningstar UK Mod Tgt Alloc NR GBP6.7111.5910.177.6617/09/2021
Morningstar China 50/50 NR USD-8.22-7.6510.127.4817/09/2021
Morningstar US Small Core TR EUR13.4634.3610.1011.2920/09/2021
ICE BofA Sterling HY TR GBP5.7912.0110.097.4917/09/2021
NASDAQ OMX Helsinki 25 PR EUR13.9816.2410.0311.2520/09/2021
JPM CEMBI Broad Diversified TR USD3.431.829.995.9520/09/2021
Morningstar US Large Value TR EUR13.5822.169.9711.1720/09/2021
MSCI EMU NR EUR12.2320.929.9510.6820/09/2021
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR3.846.959.937.8319/09/2021
Morningstar EU Mod Gbl Tgt Alloc NR EUR4.538.129.928.0317/09/2021
Fideuram Azionari Paesi Emergenti TR EUR1.8611.189.878.5615/09/2021
Bloomberg Gbl Infl Linked TR USD4.463.359.805.2220/09/2021
FTSE 250 Ex Investment Trust TR GBP20.1842.129.709.3120/09/2021
Morningstar US Con Tgt Alloc NR USD3.451.609.656.3617/09/2021
Morningstar US Value TR EUR15.6826.749.6510.9420/09/2021
Bloomberg Gbl Infl Linked TR Hdg USD4.620.689.655.2917/09/2021
Tel Aviv SE All Bond3.005.029.636.6619/09/2021
Bloomberg Euro Agg Govt 10+ Yr TR EUR-8.04-7.019.574.6620/09/2021
Tel Aviv SE All Gov Bond TR ILS1.292.279.576.1519/09/2021
ICE BofA Gbl HY Constnd TR HGBP4.9610.499.476.7117/09/2021
Bloomberg US Corporate High Yield TR USD6.076.319.457.3020/09/2021
MSCI World/Financials NR USD21.6938.979.4511.9820/09/2021
Bloomberg Gbl Agg Corp TR Hdg GBP0.973.199.414.8917/09/2021
Euronext Paris SBF 120 NR EUR13.5124.239.3811.4120/09/2021
MSCI World High Dividend Yield NR USD10.2814.589.208.6920/09/2021
Morningstar EU Mod Tgt Alloc NR EUR4.477.859.097.4017/09/2021
Fideuram Azionari Italia TR EUR14.3122.329.0611.7515/09/2021
FTSE EPRA Nareit Global TR USD16.2019.909.056.7117/09/2021
JPM EMBI Global Diversified TR USD1.670.239.024.9820/09/2021
Bloomberg Gbl Agg Corp 0901 TR Hdg USD0.48-2.549.005.0617/09/2021
ICE BofA Gbl HY Constnd TR USD3.514.309.006.8617/09/2021
MSCI Pacific Ex Japan NR USD4.9516.048.988.5020/09/2021
Bloomberg Gbl Agg Corp TR USD0.32-1.538.864.8720/09/2021
Morningstar US Mid Val TR EUR19.4633.288.8610.3520/09/2021
Markit iBoxx ALBI China Offshore TR CNH4.293.998.865.2720/09/2021
Morningstar UK Mod Caut Tgt Alloc NR GBP3.616.758.845.8017/09/2021
Markit iBoxx ALBI TR USD-1.66-2.068.824.1720/09/2021
Fideuram Azionari Pacifico TR EUR3.6210.358.628.1415/09/2021
Markit iBoxx GBP NonGilts TR-0.382.298.614.6920/09/2021
S&P Global Infrastructure TR USD7.5415.898.586.5620/09/2021
MSCI ACWI Value NR USD13.7423.098.539.1820/09/2021
FTSE EPRA Nareit Developed Europe TR EUR10.0516.938.497.9417/09/2021
MSCI China NR USD-16.06-12.138.399.4420/09/2021
Bloomberg US Agg Bond TR USD0.83-3.788.223.7820/09/2021
OSE Oslo Børs Mutual Fund TR NOK12.6828.778.1612.2920/09/2021
JPM Asia Credit TR USD0.04-3.798.134.1720/09/2021
Bloomberg Sterling Agg TR GBP-2.50-1.548.053.9020/09/2021
Morningstar UK Cau Tgt Alloc NR GBP0.622.107.804.1717/09/2021
FTSE/JSE All Share TR ZAR7.4623.267.796.2220/09/2021
Bloomberg US Government TR USD0.15-5.627.793.1320/09/2021
Morningstar US Small Val TR EUR23.5050.877.769.4520/09/2021
JPM CEMBI Broad Diversified Hdg TR EUR-1.45-0.287.764.7920/09/2021
Bloomberg Gbl Infl Linked TR Hdg EUR-0.21-0.797.754.2317/09/2021
MSCI Portugal NR EUR-2.258.237.709.1620/09/2021
Fideuram Bilanciati TR EUR4.506.757.646.1415/09/2021
Bloomberg Gbl Agg Corp TR Hdg CHF-5.41-5.897.643.5117/09/2021
FTSE Act UK Cnvt Gilts All Stocks TR GBP-3.16-2.857.603.5020/09/2021
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-0.542.147.524.0119/09/2021
Bloomberg Global Aggregate TR Hdg GBP0.661.507.453.7020/09/2021
Markit iBoxx ALBI Hong Kong TR HKD1.36-2.767.443.1020/09/2021
Bloomberg Global Aggregate TR Hdg USD0.73-3.577.363.6920/09/2021
Markit iBoxx ALBI Singapore TR SGD-3.53-5.237.143.4120/09/2021
STeFI Composite ZAR2.789.237.115.4820/09/2021
ICE BofA Gbl HY Constnd TR HEUR0.062.927.105.8720/09/2021
Euronext BEL 20 NR EUR10.9417.047.046.7920/09/2021
Bloomberg Gbl Agg Corp 0901 TR Hdg EUR-4.19-4.037.023.9417/09/2021
JPM GBI-EM Global Diversified TR USD-3.84-2.827.003.0620/09/2021
Bloomberg Global Aggregate TR USD-1.36-3.946.952.9720/09/2021
FTSE EPRA Nareit Developed Asia TR USD8.4510.996.854.9117/09/2021
MSCI Europe High Div Yld NR EUR4.7611.846.846.8720/09/2021
S&P Pan Africa TR8.1821.396.733.7917/09/2021
Bloomberg Pan Euro HY Euro TR EUR1.062.896.716.0220/09/2021
JPM EMBI Global Diversified Hedge TR EUR-3.20-1.966.703.7320/09/2021
STeFI 3 Month NCD ZAR2.628.896.705.0920/09/2021
Bloomberg Euro Infln Lkd TR EUR1.762.336.694.3120/09/2021
JPM ACI Non Investment Grade TR USD-2.92-5.806.623.8717/09/2021
Morningstar EU Cau Gbl Tgt Alloc NR EUR-1.67-1.226.414.3517/09/2021
FTSE AllSh TR GBP12.9224.546.336.8020/09/2021
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR-2.22-1.886.294.1119/09/2021
FTSE WBIG Eastern Europe EUR-3.18-4.866.244.3420/09/2021
MSCI AC Asia Pacific ex Japan HDY NR USD3.8511.156.246.1520/09/2021
Tel Aviv SE Makams T-Bill TR ILS0.581.606.183.8419/09/2021
Morningstar EU Cau Tgt Alloc NR EUR-1.83-1.296.154.1817/09/2021
Bloomberg Global Aggregate TR Hdg CHF-4.83-6.586.152.2720/09/2021
MSCI Singapore NR SGD10.5022.436.037.2220/09/2021
Euronext Paris CAC Mid&Small NR EUR10.2722.685.989.0020/09/2021
MSCI Austria NR EUR31.6273.335.9713.2020/09/2021
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 251.1215.065.9510.9309/02/2020
S&P Global Natural Resources TR USD13.7024.815.9210.0920/09/2021
Fideuram Bilanciati Obblig TR EUR0.330.805.904.5015/09/2021
Markit iBoxx GBP NonGilts 1-5 TR1.442.515.783.3820/09/2021
Refinitiv Europe CB TR EUR-1.341.665.664.4720/09/2021
Bloomberg Pan Euro Agg TR EUR-4.11-4.505.613.0520/09/2021
Bloomberg Euro Agg Govt TR EUR-4.86-5.455.583.0320/09/2021
Fideuram Obbl Misti TR EUR-2.38-2.595.473.4515/09/2021
Bloomberg Global Aggregate TR Hdg EUR-4.03-5.505.262.6020/09/2021
Bloomberg Euro Agg Bond TR EUR-4.42-5.045.252.9820/09/2021
Bloomberg US Aggregate 1-3 Yr TR USD1.46-3.435.172.3820/09/2021
Bloomberg Euro Corp TR EUR-2.78-3.085.043.3420/09/2021
MSCI Brazil NR USD-10.216.054.783.4020/09/2021
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 250.8013.464.7710.7809/02/2020
Bloomberg Sterling Agg 1-3 Yr TR GBP1.081.414.432.2720/09/2021
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 250.7012.954.3610.6609/02/2020
Bloomberg Global Aggregate TR Hdg NOK-1.090.234.361.9120/09/2021
Cat 50%Citi ESBI Indo&50%MSCI Indo NR-0.265.434.3510.1802/02/2020
Fideuram Obbl Eur Govt M/L Temn TR EUR-5.12-5.794.302.3215/09/2021
Fideuram Obbl Euro Corp IG TR EUR-3.74-4.294.032.6815/09/2021
FTSE EPRA Nareit Eurozone TR EUR2.378.104.015.7517/09/2021
ICE BofA AsianDollar HYCp CN Is TR USD-15.02-16.843.962.5617/09/2021
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR0.3311.873.9511.5909/02/2020
FTSE GBP EuroDep 3 Mon GBP1.341.473.832.0720/09/2021
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR-1.1410.323.8010.9209/02/2020
ICE BofA USD 3M Dep OR CM TR USD1.47-3.633.781.9520/09/2021
MSCI Europe Value NR EUR8.3318.753.596.2620/09/2021
FTSE Swedish GBI SEK-5.47-4.423.590.6020/09/2021
FTSE USD EuroDep 3 Mon USD1.38-3.753.581.8520/09/2021
FTSE Polish GBI PLN-5.79-8.983.503.3820/09/2021
Fideuram Obbl Eur Govt Breve Temn TR EUR-3.98-4.993.382.0115/09/2021
Bloomberg Japanese Aggregate TR JPY-5.63-9.263.29-0.8917/09/2021
Bloomberg Euro Agg Corp 1-3 Yr TR EUR-2.60-4.112.882.0220/09/2021
Bloomberg Gbl Infl Linked Sweden TR USD-2.03-0.312.791.0120/09/2021
MSCI Indonesia NR IDR-7.098.632.760.0220/09/2021
FTSE Swiss GBI 1-3 Yr CHF-3.99-6.492.760.7720/09/2021
FTSE Swiss GBI CHF-6.58-8.742.630.5920/09/2021
FTSE CHF EuroDep 1 Mon CHF-4.07-6.512.580.6620/09/2021
Bloomberg Euro Agg 1-3 Yr TR EUR-3.11-4.962.381.5120/09/2021
FTSE SEK EuroDep 3 Mon SEK-4.54-3.462.36-0.1820/09/2021
FTSE Danish GBI 3-5 Yr DKK-3.56-5.922.291.4820/09/2021
Bloomberg Euro Agg Govt 1-3 Yr TR EUR-3.26-5.202.261.3720/09/2021
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR-2.095.622.138.3209/02/2020
FTSE Swedish GBI 1-3 Yr SEK-4.71-3.632.07-0.3020/09/2021
MSCI EM Latin America NR USD-4.0114.481.882.7320/09/2021
EONIA Capitalisé 360j TR EUR-4.04-5.991.770.9416/09/2021
FTSE Danish GBI 1-3 Yr DKK-3.27-5.591.740.9920/09/2021
FTSE EUR EuroDep 3 Mon EUR-3.33-5.491.681.0020/09/2021
Cat 50%Citi PolishGBI&50%MSCI Poland NR-3.82-6.321.685.5209/02/2020
BME IBEX 35 NR EUR5.7621.481.634.4320/09/2021
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd-0.916.981.427.5109/02/2020
Hang Seng HSI GR HKD-8.52-3.191.274.3520/09/2021
MSCI AC ASEAN NR USD-0.829.731.262.7220/09/2021
FTSE 100 PR GBP8.2816.581.111.8020/09/2021
MSCI Turkey NR EUR-15.985.670.93-10.0420/09/2021
MSCI Poland NR EUR11.8817.65-1.285.3820/09/2021
MSCI Thailand NR THB-1.938.20-3.483.9120/09/2021
FTSE/JSE SA Listed Property TR ZAR23.2356.79-6.62-6.5720/09/2021
MSCI World/Energy NR USD23.7936.88-7.32-0.8620/09/2021
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-10.41-9.89-8.950.4810/02/2020
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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