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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
MSCI World/Information Tech NR USD37.5923.8121.8625.9118/11/2019
Morningstar US Large Growth TR EUR24.2413.2617.7921.7618/11/2019
MSCI Russia NR USD37.5827.9417.7019.9618/11/2019
Russell 1000 Growth TR USD28.1115.6017.1422.0918/11/2019
Morningstar US Growth TR EUR26.1514.5316.9721.1818/11/2019
FTSE Italia AllShare TR EUR25.2318.0416.2713.1019/11/2019
Athens Exchange Athex Composite TR42.7837.6215.835.6519/11/2019
Morningstar US Mid Growth TR EUR28.2515.6614.5319.1218/11/2019
MSCI ACWI Growth NR USD24.7714.1413.4817.6918/11/2019
Morningstar US Large Cap TR EUR24.1711.6213.4419.4818/11/2019
MSCI Taiwan NR USD27.7022.8713.1217.5319/11/2019
MSCI Germany Small Cap NR EUR19.046.4912.8818.8019/11/2019
S&P 500 TR USD24.0711.1612.7219.1418/11/2019
FTSE EPRA Nareit Switzerland TR EUR32.0829.1812.6519.7518/11/2019
Russell 1000 TR USD24.0611.1112.4918.9218/11/2019
MSCI Denmark NR DKK20.5313.5912.4514.5519/11/2019
DJ Islamic World TR USD22.6712.2312.3716.9218/11/2019
Morningstar US Market TR USD23.8710.7712.2718.8318/11/2019
Morningstar US Market TR GBP23.8710.7712.2718.8318/11/2019
Morningstar US Market TR EUR23.8710.7712.2718.8318/11/2019
MSCI EM Europe NR EUR23.2017.4612.2611.2718/11/2019
Russell 3000 TR USD23.5710.3812.0118.6918/11/2019
Euronext Paris CAC 40 NR EUR21.8011.9911.7814.3919/11/2019
S&P Global Clean Energy TR USD28.0119.6811.7611.1718/11/2019
Morningstar US Large Core TR EUR25.4710.2711.7518.5618/11/2019
S&P Global Water TR24.6617.0911.7317.4318/11/2019
MSCI Thailand NR THB7.991.8211.4912.6619/11/2019
Euronext Paris SBF 120 NR EUR20.5710.2911.4714.4119/11/2019
Fideuram Azionari Italia TR EUR20.0812.4611.4513.1714/11/2019
FTSE EPRA Nareit Developed Europe TR EUR19.119.0611.3914.5118/11/2019
FTSE EPRA Nareit Eurozone TR EUR14.914.4311.3916.3018/11/2019
MSCI Switzerland NR CHF24.4116.0111.2913.0919/11/2019
MSCI Poland NR EUR-6.35-3.1211.214.4518/11/2019
Morningstar US Core TR EUR25.8610.5011.1318.1718/11/2019
Morningstar US Small Growth TR EUR20.626.1511.1018.0718/11/2019
MSCI Portugal NR EUR19.5112.1111.0911.5819/11/2019
MSCI World/Utilities NR USD15.6010.9411.0214.2718/11/2019
Euronext AEX All Share TR EUR16.946.5111.0114.6619/11/2019
MSCI Europe Growth NR EUR22.7013.6510.9213.7718/11/2019
Vietnam VN Index9.937.0810.8717.2418/11/2019
MSCI Brazil NR USD9.502.5210.7412.5318/11/2019
MSCI EMU Small Cap NR EUR18.437.9410.6416.4618/11/2019
MSCI World/Health Care NR USD14.255.2110.6314.9018/11/2019
Red Rocks Gbl Listed Private Eqty TR USD25.9912.6710.4317.3018/11/2019
Tel Aviv SE TA 125 TR ILS26.0810.0810.4114.2118/11/2019
MSCI World NR USD20.929.5710.4015.7218/11/2019
MSCI EMU SMID NR EUR18.487.2610.3915.4418/11/2019
Morningstar US Mid Cap TR EUR24.5210.3210.2617.6918/11/2019
MSCI Singapore NR SGD12.029.1210.2110.7319/11/2019
DJ Global TR USD19.428.9510.1215.5018/11/2019
MSCI ACWI NR USD19.508.9810.1115.2418/11/2019
MSCI BRIC NR USD11.115.3810.0613.4318/11/2019
Morningstar Eurozone 50 GR EUR21.3411.399.9812.1019/11/2019
NASDAQ OMX Copenhagen 20 PR DKK17.6911.089.8713.0919/11/2019
Morningstar US Mid Core TR EUR26.0811.199.8617.1118/11/2019
S&P Global Infrastructure TR USD20.0914.159.6913.6218/11/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR11.381.779.5916.3718/11/2019
Russell Mid Cap TR USD23.859.869.5916.8718/11/2019
Morningstar US Large Val TR EUR19.898.049.5617.2318/11/2019
MSCI India NR USD3.333.239.5211.2519/11/2019
MSCI China NR USD11.163.909.5214.6218/11/2019
MSCI Europe ex UK Small Cap NR EUR17.066.819.4816.3118/11/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR18.167.929.4616.0817/11/2019
MSCI Europe Ex UK NR EUR18.479.239.4512.2718/11/2019
MSCI Golden Dragon NR USD12.977.399.4314.9118/11/2019
MSCI Austria NR EUR10.96-7.659.2314.1119/11/2019
MSCI Europe SMID NR EUR18.648.059.2214.2018/11/2019
FTSE EPRA Nareit Global TR USD18.8311.529.2114.6118/11/2019
MSCI EMU NR EUR17.737.799.2012.3018/11/2019
MSCI Europe Small Cap NR EUR18.127.549.0715.3018/11/2019
Morningstar DM Europe 100 GR EUR19.2210.369.0310.9319/11/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR15.127.088.8214.0117/11/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR16.598.598.8114.8217/11/2019
EMIX Global Mining Global Gold TR USD28.8336.408.8017.1318/11/2019
STOXX Europe 600 NR EUR17.338.578.7411.6118/11/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR17.098.198.6312.8717/11/2019
MSCI AC Asia Ex Japan NR USD9.545.468.6313.0718/11/2019
MSCI Europe NR EUR16.777.918.6011.3418/11/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR-3.74-1.978.586.4517/11/2019
MSCI World High Dividend Yield NR USD16.947.248.5313.8618/11/2019
MSCI Australia NR USD20.1512.298.5211.9919/11/2019
MSCI Nordic Countries NR EUR12.775.308.4810.9019/11/2019
MSCI AC Asia Pac Ex JPN NR USD11.116.388.4412.6518/11/2019
MSCI Europe High Div Yld NR EUR15.927.998.4211.1318/11/2019
Morningstar US Value TR EUR19.136.418.3116.8018/11/2019
MSCI EM NR USD9.094.518.0911.2918/11/2019
FTSE EPRA Nareit United States TR USD22.9511.978.0615.5018/11/2019
MSCI Sweden Small Cap NR SEK17.7310.928.0116.8319/11/2019
Morningstar US Mid Core PR EUR24.229.287.9915.1018/11/2019
MSCI EAFE NR USD16.077.597.9912.1518/11/2019
Euronext Paris CAC Mid&Small NR EUR13.001.927.9414.9819/11/2019
FTSE EPRA Nareit Developed Asia TR USD12.1610.377.9212.5418/11/2019
Russell 1000 Value TR USD20.076.757.8515.7018/11/2019
MSCI World/Materials NR USD16.656.227.7412.7218/11/2019
MSCI Pacific Ex Japan NR USD13.288.027.7311.8818/11/2019
MSCI AC Asia Pacific NR USD12.846.567.7313.5518/11/2019
FTSE 250 Ex Investment Trust TR GBP21.619.937.6711.8819/11/2019
Morningstar Energy Cmdty TR USD19.60-6.057.53-3.6118/11/2019
OSE FXLT Mutual Fund Index Linked/TOTX7.44-5.877.269.9019/11/2019
Fideuram Azionari America TR EUR20.126.197.2614.5614/11/2019
MSCI Korea NR USD5.620.217.2512.3219/11/2019
FSE DAX TR EUR19.498.507.2211.9219/11/2019
FTSE AllSh TR GBP14.535.597.1110.0119/11/2019
MSCI World/Financials NR USD18.865.727.0913.8118/11/2019
MSCI ACWI Small NR USD16.554.447.0614.7918/11/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 2518.525.337.0312.5617/11/2019
MSCI Nordic Countries Small Cap NR USD13.473.756.9815.5719/11/2019
Euronext BEL 20 NR EUR17.535.436.9511.7919/11/2019
MSCI AC ASEAN NR USD5.692.886.958.8419/11/2019
TOPIX TR JPY14.994.526.9115.7719/11/2019
MSCI ACWI Value NR USD14.313.936.7512.7318/11/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR10.194.696.6811.8817/11/2019
MSCI EM Latin America NR USD5.02-0.846.678.2518/11/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR12.987.636.6313.4817/11/2019
MSCI World/Comm Services NR USD22.2513.986.5911.8018/11/2019
Tel Aviv SE Yeter- Rest of shares TR ILS23.937.576.4921.0318/11/2019
Beassa ALBI TR ZAR3.570.756.468.7118/11/2019
MSCI Sweden NR SEK13.777.496.339.6819/11/2019
MSCI Frontier Markets GR USD10.585.436.318.4418/11/2019
MSCI Hong Kong NR HKD4.262.576.2913.3618/11/2019
ICE BofAML Sterling HY TR GBP10.984.656.2210.2918/11/2019
FTSE EMU GBI 10+ Yr EUR11.7312.656.2211.7118/11/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 2515.237.656.2112.3817/11/2019
Morningstar US Small Core TR EUR22.976.406.2115.7818/11/2019
MSCI Europe Value NR EUR10.782.136.208.7718/11/2019
Morningstar US Mid Val TR EUR18.733.786.1616.6218/11/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR13.516.976.1512.9817/11/2019
Morningstar US Small Cap TR EUR18.893.086.1215.3718/11/2019
S&P Global Natural Resources TR USD8.94-2.526.029.9518/11/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS15.179.956.0212.4418/11/2019
MSCI Frontier Markets NR USD10.265.125.998.0418/11/2019
Beassa 1-3 Yr TR ZAR1.77-1.205.989.2718/11/2019
Russell 2000 TR USD16.991.005.9415.7418/11/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 2514.218.265.9112.2617/11/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR10.904.665.8812.4717/11/2019
MSCI AC Asia Pacific ex Japan HDY NR USD6.843.135.879.7418/11/2019
Tel Aviv SE All Bond14.599.565.8412.5918/11/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur8.654.025.7810.0017/11/2019
NASDAQ OMX Helsinki 25 PR EUR5.65-3.275.6911.8718/11/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR8.0413.875.5912.4331/10/2019
FTSE Polish GBI PLN-1.23-1.065.587.6418/11/2019
MSCI Canada NR USD22.318.615.569.1818/11/2019
TReuters Global CB TR USD10.564.975.5411.8318/11/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR7.095.095.5112.5417/11/2019
Fideuram Azionari Internazionale TR EUR16.583.475.4912.5614/11/2019
Tel Aviv SE All Gov Bond TR ILS14.7410.745.4812.3018/11/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS15.9311.635.4711.9718/11/2019
BME IBEX 35 NR EUR6.53-1.805.425.7119/11/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR7.574.765.3811.6517/11/2019
S&P Global Agribusiness Equity TR USD13.840.535.0310.6718/11/2019
FTSE/JSE All Share TR ZAR7.662.205.007.3019/11/2019
TReuters Global Hedged CB TR EUR5.870.295.008.6618/11/2019
ICE BofAML Gbl HY Constnd TR HGBP9.784.544.908.3018/11/2019
FTSE WBIG Eastern Europe EUR3.112.164.749.4118/11/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR8.583.504.7111.6217/11/2019
JPM GBI-EM Global Diversified TR USD7.486.474.688.2818/11/2019
MSCI Indonesia NR IDR3.213.004.629.5419/11/2019
FTSE Small Cap Ex Invest Trust TR GBP7.54-1.404.6110.5719/11/2019
ICE BofAML Gbl HY Constnd TR USD8.744.604.6012.6118/11/2019
STeFI Composite ZAR1.48-3.694.588.4519/11/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd6.961.964.579.3417/11/2019
Morningstar EM Corp Bd TR USD10.248.874.5713.1418/11/2019
MSCI Emerging Markets SMID NR USD3.931.554.569.1318/11/2019
Markit iBoxx GBP NonGilts TR8.854.954.528.4719/11/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR5.372.204.509.7017/11/2019
BBgBarc US Corporate High Yield TR USD9.474.654.4613.0918/11/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR9.356.504.4112.0517/11/2019
BBgBarc Pan Euro HY Euro TR EUR3.800.444.419.3518/11/2019
JPM EMBI Global Diversified TR USD10.158.684.3113.1718/11/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR7.200.304.319.5617/11/2019
STeFI 3 Month NCD ZAR1.17-4.034.238.0819/11/2019
Fideuram Azionari Paesi Emergenti TR EUR6.441.374.228.2114/11/2019
BBgBarc Sterling Agg TR GBP7.765.804.198.5618/11/2019
JPM CEMBI Broad Diversified TR USD9.267.074.1113.0018/11/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur4.631.864.068.7817/11/2019
FTSE Act UK Cnvt Gilts All Stocks TR GBP7.444.523.988.2919/11/2019
NASDAQ Biotechnology TR USD12.971.593.9810.5218/11/2019
Morningstar EM Composite Bd TR USD9.168.013.8912.6918/11/2019
BBgBarc Gbl Agg Corp TR Hdg GBP9.646.873.887.1918/11/2019
BBgBarc US Corp Bond TR USD11.069.693.8112.3018/11/2019
Fideuram Azionari Area Euro TR EUR13.853.033.769.8414/11/2019
ICE BofAML Gbl HY Constnd TR HEUR3.58-0.413.718.7518/11/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD9.367.723.6112.2518/11/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd4.500.383.548.4217/11/2019
Markit iBoxx ALBI TR USD5.014.613.4210.5219/11/2019
Markit iBoxx ALBI Singapore TR SGD2.582.453.329.6619/11/2019
JPM Asia Credit TR USD8.997.263.2912.4619/11/2019
JPM EMBI Global Diversified Hedge TR EUR4.002.523.298.3018/11/2019
BBgBarc Gbl Agg Corp TR USD7.946.113.2810.6718/11/2019
Fideuram Azionari Pacifico TR EUR9.982.093.179.9214/11/2019
JPM CEMBI Broad Diversified Hdg TR EUR3.181.033.138.1818/11/2019
S&P Pan Africa TR3.13-0.113.115.5018/11/2019
FTSE EMU GBI EUR2.231.862.778.0118/11/2019
BBgBarc Gbl Infl Linked TR Hdg GBP6.303.152.737.2418/11/2019
BBgBarc Global Aggregate TR Hdg GBP6.184.272.706.4418/11/2019
BBgBarc Euro Infln Lkd TR EUR1.37-0.462.667.0918/11/2019
BBgBarc Pan Euro Agg TR EUR2.120.972.607.7018/11/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR3.261.602.607.5118/11/2019
Morningstar China Large Cap CNY21.6110.182.5712.7819/11/2019
FTSE 100 PR GBP8.810.332.515.1519/11/2019
BBgBarc Euro Agg Bond TR EUR1.250.212.417.5618/11/2019
BBgBarc Global Aggregate TR Hdg USD5.835.032.4011.4118/11/2019
S&P Mid-East and Africa BMI TR USD1.78-1.722.385.3418/11/2019
BBgBarc Gbl Infl Linked TR Hdg USD5.763.712.3212.1018/11/2019
BBgBarc Euro Agg Corps TR EUR0.83-1.342.307.2618/11/2019
TReuters Europe CB TR EUR3.39-1.312.288.1618/11/2019
Fideuram Bilanciati TR EUR6.500.792.168.2814/11/2019
BBgBarc Gbl Infl Linked TR USD4.642.202.159.4018/11/2019
Morningstar Canadian Bd TR CAD5.792.522.156.6201/11/2019
Tel Aviv SE Makams T-Bill TR ILS6.172.632.149.7918/11/2019
BBgBarc US Agg Bond TR USD6.155.621.9810.7118/11/2019
Morningstar Livestock Cmdty TR USD-8.95-10.401.930.0918/11/2019
Markit iBoxx ALBI China Offshore TR CNH0.99-0.011.928.9519/11/2019
BBgBarc Global Aggregate TR USD4.033.451.859.5918/11/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR2.880.491.799.4217/11/2019
MSCI AC Asia Ex JPN Small NR USD1.29-1.351.638.1518/11/2019
Morningstar Metals Cmdty TR USD8.598.671.538.6318/11/2019
BBgBarc Global Aggregate TR Hdg EUR-0.05-0.911.426.7418/11/2019
BBgBarc Gbl Infl Linked TR Hdg EUR-0.02-2.071.397.4618/11/2019
BBgBarc Gbl Agg Corp TR Hdg CHF5.905.561.328.8118/11/2019
FTSE US GBI USD4.814.711.3110.0518/11/2019
BBgBarc Gbl Infl Linked US TIPS TR USD5.503.441.159.8518/11/2019
Morningstar US Small Val TR EUR12.77-3.421.0412.1718/11/2019
Fideuram Bilanciati Obblig TR EUR3.81-0.420.997.8914/11/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd-1.53-3.620.926.0817/11/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP0.92-2.260.474.3818/11/2019
FTSE GBP EuroDep 3 Mon GBP0.37-2.760.393.9918/11/2019
Morningstar Lng-Only Cmdty TR USD7.00-7.230.320.0618/11/2019
Fideuram Obbl Misti TR EUR1.51-0.700.316.8314/11/2019
Markit iBoxx ALBI Hong Kong TR HKD1.880.500.239.7819/11/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR-3.91-6.090.205.5118/11/2019
BBgBarc Global Aggregate TR Hdg CHF2.492.920.168.0418/11/2019
BBgBarc US Aggregate 1-3 Yr TR USD1.58-0.050.129.0518/11/2019
FTSE Danish GBI 3-5 Yr DKK-3.94-6.03-0.025.3918/11/2019
Fideuram Obbl Euro Corp IG TR EUR0.03-2.71-0.046.3514/11/2019
ICE BofAML USD 3M Dep OR CM TR USD0.20-1.96-0.088.7118/11/2019
FTSE USD EuroDep 3 Mon USD0.00-2.15-0.098.7618/11/2019
BBgBarc Euro Agg 1-3 Yr TR EUR-4.67-6.48-0.245.0218/11/2019
FTSE Japanese GBI JPY1.252.80-0.2511.1518/11/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-4.87-6.50-0.354.9318/11/2019
Fideuram Obbl Eur Govt M/L Temn TR EUR-0.57-2.08-0.455.9914/11/2019
BBgBarc Global Aggregate TR Hdg NOK-0.42-3.83-0.554.4718/11/2019
FTSE EUR EuroDep 3 Mon EUR-5.49-7.55-0.814.3818/11/2019
FTSE Danish GBI 1-3 Yr DKK-5.34-7.38-0.884.5418/11/2019
MSCI World/Energy NR USD5.28-9.33-1.094.0118/11/2019
FTSE Swiss GBI CHF-2.30-2.28-1.197.1718/11/2019
BBgBarc Gbl Infl Linked Sweden TR USD-7.80-8.68-1.244.2618/11/2019
Fideuram Obbl Eur Govt Breve Temn TR EUR-3.45-5.20-1.494.8314/11/2019
MSCI China A Onshore NR CNY28.5615.12-1.6311.1519/11/2019
FTSE Swedish GBI SEK-6.88-7.16-1.713.7118/11/2019
EONIA Capitalisé 360j TR EUR-5.35-7.43-2.004.5114/11/2019
FTSE Swiss GBI 1-3 Yr CHF-3.33-4.03-2.006.0218/11/2019
FTSE CHF EuroDep 1 Mon CHF-3.09-3.97-2.085.6618/11/2019
OSE Statsobligasjonsind 3.00-5.43-9.73-2.562.5519/11/2019
OSE Statsobligasjonsind 1.00-5.73-10.41-2.981.9719/11/2019
OSE Statsobligasjonsind 0.25-5.67-10.42-2.991.8819/11/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-1.54-7.32-3.123.9918/11/2019
Morningstar Shrt/Flt Cmdty TR USD-11.75-8.55-3.326.3718/11/2019
Morningstar Shrt-Only Cmdty TR USD-8.28-0.97-3.4812.5818/11/2019
Morningstar Lng/Shrt Cmdty TR USD-4.99-11.73-3.614.6218/11/2019
FTSE SEK EuroDep 3 Mon SEK-9.98-10.74-3.661.3018/11/2019
FTSE Swedish GBI 1-3 Yr SEK-10.25-11.04-3.711.5618/11/2019
Morningstar Lng/Flt Cmdty TR USD-4.08-11.38-3.794.5618/11/2019
FTSE/JSE SA Listed Property TR ZAR0.10-8.40-4.043.7119/11/2019
Morningstar Lng/Shrt Cmdty ER USD-6.83-13.67-5.103.5918/11/2019
MSCI Turkey NR EUR7.583.30-5.98-4.5418/11/2019
Morningstar Agriculture Cmdty TR USD-7.33-11.54-10.94-0.9718/11/2019
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.