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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