Rentabilidades de los índices: Rentabilidades Acumuladas

ÍndiceYTD Return%1 Year Return %3 Year Anlsd %5 Year Anlsd %Date
S&P Global Clean Energy TR USD-0,0431,8355,4130,8727-10-2021
MSCI World/Information Tech NR USD38,0744,1940,4734,0927-10-2021
MSCI Taiwan NR USD34,1046,5139,4025,8027-10-2021
Morningstar US Growth TR EUR41,5643,2839,1732,1327-10-2021
MSCI Denmark NR DKK35,1741,7038,2023,4427-10-2021
Morningstar US Mid Growth TR EUR32,5038,6437,3929,6327-10-2021
Morningstar US Large Growth TR EUR40,5641,5037,0131,2527-10-2021
MSCI Sweden Small Cap NR SEK34,7949,9836,4123,7627-10-2021
Russell 1000 Growth TR USD38,7140,6736,3330,3827-10-2021
NASDAQ OMX Copenhagen 20 PR DKK34,2039,1635,6821,4027-10-2021
MSCI ACWI Growth NR USD30,7734,2931,8124,7327-10-2021
S&P Global Water TR41,9246,0731,4822,7827-10-2021
MSCI China A Onshore NR CNY16,5222,1831,0813,4327-10-2021
DJ Islamic World TR USD31,4234,6929,8623,3227-10-2021
MSCI Nordic Countries Small Cap NR USD33,0049,9729,8121,4327-10-2021
Red Rocks Gbl Listed Private Eqty TR USD47,5768,7629,7723,0827-10-2021
EMIX Global Mining Global Gold TR USD6,41-8,3529,5213,3926-10-2021
Morningstar US Large Cap TR EUR38,2441,6929,2624,6027-10-2021
Russell 1000 TR USD38,1343,3328,8323,9627-10-2021
MSCI India NR USD45,8957,9228,8318,7027-10-2021
MSCI Russia NR USD58,8383,9328,6622,9527-10-2021
MSCI World/Comm Services NR USD32,8137,1428,6317,3127-10-2021
Morningstar US Market TR USD37,5843,1828,5323,7727-10-2021
Morningstar US Market TR EUR37,5843,1728,5323,7727-10-2021
Morningstar US Market TR GBP37,5843,1728,5323,7727-10-2021
MSCI Sweden NR SEK38,7046,6828,4019,6227-10-2021
Russell 3000 TR USD37,6043,6828,3923,6927-10-2021
Tel Aviv SE Yeter- Rest of shares TR ILS31,7642,9428,3119,1627-10-2021
S&P 500 TR USD39,1442,9028,2623,6927-10-2021
MSCI Nordic Countries NR EUR36,1543,4727,9520,0427-10-2021
Morningstar US Mid Cap TR EUR37,2245,9227,7522,2227-10-2021
Morningstar US Large Core TR EUR35,8240,1527,2222,6227-10-2021
Russell Mid Cap TR USD36,7946,3826,8221,3327-10-2021
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR36,7443,8526,8220,0327-10-2021
Morningstar US Core TR EUR35,3841,3026,7521,9927-10-2021
Morningstar US Small Growth TR EUR17,2229,8926,6624,2127-10-2021
Morningstar US Mid Core TR EUR37,6847,1226,4820,6927-10-2021
MSCI AC Asia Ex JPN Small NR USD35,9747,2925,8115,4027-10-2021
MSCI Europe ex UK Small Cap NR EUR33,2551,5925,6919,8327-10-2021
MSCI Europe Growth NR EUR32,2537,3825,6018,8927-10-2021
Morningstar China Large Cap CNY16,6621,1725,5615,0627-10-2021
MSCI Germany Small Cap NR EUR26,0047,8125,1421,3927-10-2021
MSCI World NR USD34,5940,8125,0120,2227-10-2021
Morningstar US Mid Core PR EUR36,4145,3124,5018,7327-10-2021
DJ Global TR USD31,9038,7224,3719,5827-10-2021
MSCI ACWI NR USD31,9338,1924,3319,5227-10-2021
Euronext AEX All Share TR EUR35,6549,0524,2119,5127-10-2021
Fideuram Azionari America TR EUR38,9735,7424,1619,6121-10-2021
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR26,4128,6023,7518,5827-10-2021
Refinitiv Global CB TR USD18,3123,8523,7317,1427-10-2021
Vietnam VN Index48,4160,6223,7120,5827-10-2021
MSCI Switzerland NR CHF26,5828,6923,4718,0527-10-2021
MSCI World/Materials NR USD26,2335,0523,4617,9027-10-2021
MSCI Europe Small Cap NR EUR32,0750,6523,3818,5727-10-2021
MSCI EMU Small Cap NR EUR33,1853,8523,3218,6227-10-2021
NASDAQ OMX Helsinki Benchmark Cap GR EUR31,8836,5423,2419,6127-10-2021
MSCI ACWI SMID NR USD31,7243,6123,2118,2827-10-2021
FTSE Italia AllShare TR EUR34,5452,8923,1718,7927-10-2021
FTSE Small Cap Ex Invest Trust TR GBP48,9380,0823,0518,0627-10-2021
Refinitiv Global Hgd CB TR EUR12,9921,2222,8516,8327-10-2021
Tel Aviv SE TA 125 TR ILS40,6954,6422,7118,1427-10-2021
MSCI World/Health Care NR USD29,6528,9122,6219,2527-10-2021
Russell 2000 TR USD30,4350,0522,6020,0727-10-2021
Athens Exchange Athex Composite TR22,5759,4922,5917,8527-10-2021
MSCI Canada NR USD43,5050,0822,5615,8827-10-2021
MSCI Europe SMID NR EUR29,6044,4022,4517,8927-10-2021
MSCI Golden Dragon NR USD8,218,0922,0916,5527-10-2021
Cat 25%Barclays US Agg TR&75%FTSE Wld TR28,3029,5521,9417,2626-10-2021
Morningstar US Small Cap TR EUR30,8447,8821,8518,8027-10-2021
MSCI EM Europe NR EUR47,7673,6121,6016,4627-10-2021
NASDAQ Biotechnology TR USD17,7421,4321,4417,5627-10-2021
MSCI Emerging Markets SMID NR USD28,6640,5421,3913,8227-10-2021
MSCI Korea NR USD4,1326,6521,3216,0027-10-2021
MSCI Europe Ex UK NR EUR29,7239,9621,2816,4527-10-2021
MSCI AC Asia Ex Japan NR USD12,3617,2221,2315,7427-10-2021
MSCI AC Asia Pac Ex JPN NR USD14,4720,1721,2215,6427-10-2021
MSCI Australia NR USD28,5440,6221,1215,3627-10-2021
MSCI World/Financials NR USD48,4367,9520,9817,5327-10-2021
Morningstar Eurozone 50 GR EUR31,5045,8120,9715,9727-10-2021
S&P Global Agribusiness Equity TR USD35,7247,2920,6116,0827-10-2021
Russell 1000 Value TR USD37,4446,2520,5617,0627-10-2021
Morningstar EU Agg Gbl Tgt Alloc NR EUR26,8432,6620,5016,4927-10-2021
FTSE EPRA Nareit Switzerland TR EUR16,5620,6020,5014,9427-10-2021
Morningstar UK Adv Tgt Alloc NR GBP29,3136,8220,3116,5527-10-2021
MSCI EMU SMID NR EUR26,4741,7220,1916,9427-10-2021
Morningstar US Mod Tgt Alloc NR USD25,4525,4220,1916,1627-10-2021
MSCI Frontier Markets GR USD39,9141,7919,9715,3227-10-2021
Morningstar US Small Core TR EUR31,5347,1019,9316,8327-10-2021
STOXX Europe 600 NR EUR30,3341,2519,8815,6327-10-2021
Morningstar DM Europe 100 GR EUR31,4441,5319,7915,1627-10-2021
Euronext Paris CAC 40 NR EUR33,0049,3119,7016,7127-10-2021
MSCI Frontier Markets NR USD39,5441,3919,6515,0027-10-2021
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd24,3226,1719,5414,1226-10-2021
MSCI EM NR USD14,8221,1119,5114,4427-10-2021
MSCI AC Asia Pacific NR USD15,3321,4019,4014,8027-10-2021
Fideuram Azionari Internazionale TR EUR34,1434,6019,2715,6921-10-2021
OSE Oslo Børs Mutual Fund TR NOK41,6165,7319,2018,0027-10-2021
MSCI Europe NR EUR30,4141,1719,1415,1927-10-2021
MSCI EMU NR EUR28,9642,2819,1215,2327-10-2021
Morningstar EU Agg Tgt Alloc NR EUR26,6534,2519,0415,2827-10-2021
FTSE EPRA Nareit United States TR USD49,6958,0618,9013,8627-10-2021
MSCI BRIC NR USD9,3710,2618,8214,8927-10-2021
Euronext Paris SBF 120 NR EUR31,5947,4418,7516,3827-10-2021
FTSE/JSE All Share TR ZAR30,8846,0218,7412,1827-10-2021
NASDAQ OMX Helsinki 25 PR EUR28,8533,2618,6815,7427-10-2021
FSE DAX TR EUR23,1633,8418,6413,9727-10-2021
Fideuram Azionari Italia TR EUR33,9043,1418,5116,0821-10-2021
FTSE 250 Ex Investment Trust TR GBP33,2953,7318,4815,1427-10-2021
MSCI Portugal NR EUR19,2631,0718,4114,7727-10-2021
Cat 50%Barclays US Agg TR&50%FTSE Wld TR22,4720,1418,4014,0526-10-2021
MSCI EAFE NR USD26,3635,8918,3914,5927-10-2021
MSCI China NR USD-1,25-4,9318,3815,0327-10-2021
S&P Mid-East and Africa BMI TR USD40,7243,7518,3610,9827-10-2021
MSCI Pacific Ex Japan NR USD24,1733,9518,3513,8727-10-2021
Morningstar US Mid Val TR EUR41,6052,3818,1915,5427-10-2021
Morningstar US Value TR EUR35,4345,7818,0416,0727-10-2021
Morningstar US Small Val TR EUR45,8770,5218,0314,8127-10-2021
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR22,3021,7318,0214,0826-10-2021
Morningstar US Large Value TR EUR32,4141,1517,9316,2527-10-2021
Morningstar UK Mod Adv Tgt Alloc NR GBP25,4230,6117,7414,5527-10-2021
Fideuram Azionari Area Euro TR EUR27,1833,4917,4612,6121-10-2021
Morningstar Asia 50/50 NR USD13,1613,2417,1212,3127-10-2021
Fideuram Azionari Paesi Emergenti TR EUR17,6319,7116,8611,7721-10-2021
Tel Aviv SE Gov Bond - CPI Linked TR ILS21,3520,0216,8012,2427-10-2021
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 257,1940,8916,7110,9309-02-2020
S&P Global Natural Resources TR USD39,8559,3216,6815,5327-10-2021
MSCI Austria NR EUR58,65108,5716,6117,1727-10-2021
MSCI ACWI Value NR USD32,8042,4216,5514,0627-10-2021
MSCI World/Utilities NR USD18,0512,4216,4813,7027-10-2021
Euronext BEL 20 NR EUR26,9539,8416,3311,4727-10-2021
Tel Aviv SE Gen Bond CPI Linked TR ILS22,2921,6616,2712,5627-10-2021
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR19,2217,5616,1912,5326-10-2021
Morningstar UK Mod Tgt Alloc NR GBP21,3123,9116,0613,1127-10-2021
Euronext Paris CAC Mid&Small NR EUR28,0646,5615,9614,6927-10-2021
FTSE EPRA Nareit Developed Europe TR EUR26,7639,7915,9114,5627-10-2021
FTSE EPRA Nareit Global TR USD35,0842,6315,7912,5227-10-2021
Morningstar EU Mod Gbl Tgt Alloc NR EUR18,0419,3715,7612,6427-10-2021
MSCI World High Dividend Yield NR USD25,4129,7715,6213,5227-10-2021
TOPIX TR JPY16,6721,9015,5213,1227-10-2021
S&P Global Infrastructure TR USD26,1530,0415,4912,0727-10-2021
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR12,0813,5815,4910,9827-10-2021
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 256,8538,9415,4110,7809-02-2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR6,0230,6315,3910,1402-02-2020
Bloomberg Gbl Infl Linked TR Hdg GBP20,8318,1615,3511,2327-10-2021
Morningstar EU Mod Tgt Alloc NR EUR18,0420,3315,0112,0627-10-2021
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 256,7538,3114,9610,6609-02-2020
Morningstar China 50/50 NR USD2,69-1,6214,9511,6027-10-2021
Tel Aviv SE All Bond17,9716,1514,9311,6227-10-2021
FTSE AllSh TR GBP31,9445,6214,7912,7927-10-2021
Cat 75%Barclays US Agg TR&25%FTSE Wld TR16,8411,2314,7310,7726-10-2021
Tel Aviv SE All Gov Bond TR ILS15,5013,0814,6911,0427-10-2021
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR6,3536,9914,5111,6009-02-2020
Fideuram Azionari Pacifico TR EUR16,6416,4514,3710,8321-10-2021
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR4,7935,0914,3410,9309-02-2020
Bloomberg Gbl Infl Linked US TIPS TR USD20,1012,8014,309,4627-10-2021
FTSE/JSE All Bond TR ZAR16,5124,1814,3011,6027-10-2021
S&P Pan Africa TR27,0635,3214,288,6227-10-2021
ICE BofA Sterling HY TR GBP17,9119,5514,1312,9827-10-2021
Bloomberg Gbl Infl Linked TR USD18,7813,8314,119,9727-10-2021
Morningstar US Con Tgt Alloc NR USD16,9411,8214,0010,6327-10-2021
Morningstar UK Mod Caut Tgt Alloc NR GBP17,2017,4613,9911,4027-10-2021
MSCI Europe High Div Yld NR EUR20,2231,6513,9411,9127-10-2021
ICE BofA Gbl HY Constnd TR HGBP16,9118,7613,8311,7927-10-2021
Bloomberg Gbl Infl Linked TR Hdg USD20,6912,9413,819,7227-10-2021
Bloomberg Euro Agg Govt 10+ Yr TR EUR1,76-2,0413,809,6027-10-2021
MSCI Singapore NR SGD30,2340,4713,8013,1127-10-2021
Bloomberg Gbl Agg Corp TR Hdg GBP13,0211,4413,7710,4527-10-2021
Fideuram Bilanciati TR EUR19,1416,1513,749,9721-10-2021
Bloomberg US Corp Bond TR USD12,606,6313,669,4227-10-2021
MSCI AC Asia Pacific ex Japan HDY NR USD18,8525,8713,5710,7527-10-2021
Markit iBoxx ALBI China Onshore TR CNY20,6015,9713,328,9027-10-2021
MSCI Japan Small Cap NR JPY16,2315,9513,3011,5827-10-2021
Markit iBoxx ALBI China Offshore TR CNH18,3713,3613,169,8227-10-2021
Bloomberg US Corporate High Yield TR USD18,4515,1313,1410,8927-10-2021
Bloomberg Gbl Agg Corp TR Hdg CHF7,633,9113,028,1327-10-2021
FTSE/JSE ALB 1-3 Yr TR ZAR13,9216,0312,9611,2927-10-2021
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd13,6412,6912,918,9426-10-2021
JPM CEMBI Broad Diversified TR USD14,8210,0612,809,6727-10-2021
ICE BofA Gbl HY Constnd TR USD15,3012,9912,5210,4827-10-2021
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR3,7829,3312,508,3209-02-2020
MSCI Indonesia NR IDR18,3532,6312,506,0727-10-2021
Bloomberg Gbl Infl Linked TR Hdg EUR13,609,6812,498,8627-10-2021
Markit iBoxx GBP NonGilts TR10,869,8212,4410,5327-10-2021
Bloomberg Gbl Agg Corp 0901 TR Hdg USD12,796,4412,419,0827-10-2021
MSCI Europe Value NR EUR28,3344,8612,2811,1627-10-2021
Morningstar UK Cau Tgt Alloc NR GBP13,2711,2912,239,9227-10-2021
Bloomberg Gbl Agg Corp TR USD11,146,0712,178,8927-10-2021
Markit iBoxx ALBI TR USD9,084,6412,088,1527-10-2021
Cat 50%Citi PolishGBI&50%MSCI Poland NR1,9514,7112,005,5209-02-2020
Bloomberg Euro Infln Lkd TR EUR15,4312,1711,989,2127-10-2021
JPM EMBI Global Diversified TR USD12,158,9111,958,6427-10-2021
Bloomberg Sterling Agg TR GBP8,666,3611,769,8427-10-2021
FTSE EPRA Nareit Developed Asia TR USD22,5627,4911,749,2127-10-2021
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd5,0330,9911,717,5209-02-2020
Bloomberg Global Aggregate TR Hdg GBP12,139,0511,679,0127-10-2021
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR11,807,6211,608,6326-10-2021
JPM CEMBI Broad Diversified Hdg TR EUR8,106,8611,408,7527-10-2021
Fideuram Bilanciati Obblig TR EUR13,609,3511,348,1221-10-2021
FTSE Act UK Cnvt Gilts All Stocks TR GBP7,975,1711,299,4327-10-2021
ICE BofA Gbl HY Constnd TR HEUR9,8410,1911,249,6127-10-2021
Bloomberg US Agg Bond TR USD11,874,1611,117,6027-10-2021
JPM Asia Credit TR USD10,984,3511,077,9627-10-2021
Bloomberg Pan Euro HY Euro TR EUR11,0110,3611,059,8427-10-2021
Bloomberg Gbl Agg Corp 0901 TR Hdg EUR6,153,3311,028,1627-10-2021
Morningstar EU Cau Gbl Tgt Alloc NR EUR9,897,3910,958,7627-10-2021
Tel Aviv SE Makams T-Bill TR ILS14,2611,1610,878,4427-10-2021
Bloomberg Global Aggregate TR Hdg CHF6,811,6810,836,6727-10-2021
FTSE EPRA Nareit Eurozone TR EUR16,3329,3210,8311,7627-10-2021
Refinitiv Europe CB TR EUR10,1310,5010,818,7427-10-2021
STeFI Composite ZAR15,8218,1410,799,5427-10-2021
Morningstar EU Cau Tgt Alloc NR EUR9,737,5010,708,6127-10-2021
Fideuram Obbl Misti TR EUR10,154,6410,567,1521-10-2021
Bloomberg US Government TR USD10,822,1710,486,9427-10-2021
JPM EMBI Global Diversified Hedge TR EUR5,495,6010,457,6327-10-2021
STeFI 3 Month NCD ZAR15,6017,8110,369,1327-10-2021
Hang Seng HSI GR HKD9,1910,9310,2610,0427-10-2021
Bloomberg Global Aggregate TR Hdg USD11,894,1010,177,5627-10-2021
Markit iBoxx ALBI Singapore TR SGD6,140,9410,057,4627-10-2021
Markit iBoxx ALBI Hong Kong TR HKD12,013,9310,016,7227-10-2021
BME IBEX 35 NR EUR21,6141,9910,018,1727-10-2021
Bloomberg Global Aggregate TR USD9,043,2210,007,0627-10-2021
Markit iBoxx GBP NonGilts 1-5 TR13,2010,389,848,6927-10-2021
Bloomberg Euro Agg Govt TR EUR4,740,419,397,3627-10-2021
Bloomberg Pan Euro Agg TR EUR5,811,929,367,6027-10-2021
Bloomberg Global Aggregate TR Hdg NOK13,8312,919,316,3827-10-2021
FTSE 100 PR GBP27,8539,419,307,6427-10-2021
JPM GBI-EM Global Diversified TR USD5,474,989,296,5727-10-2021
FTSE WBIG Eastern Europe EUR5,141,039,128,2227-10-2021
Fideuram Obbl Eur Govt M/L Temn TR EUR6,840,609,046,0421-10-2021
Bloomberg Euro Agg Bond TR EUR5,200,979,007,2527-10-2021
Bloomberg Global Aggregate TR Hdg EUR5,331,138,896,7127-10-2021
MSCI AC ASEAN NR USD17,5627,828,838,0627-10-2021
Bloomberg Euro Corp TR EUR6,893,198,697,4727-10-2021
Bloomberg Sterling Agg 1-3 Yr TR GBP13,009,548,537,5127-10-2021
Fideuram Obbl Euro Corp IG TR EUR8,182,038,516,3621-10-2021
FTSE Swedish GBI SEK7,084,628,385,7627-10-2021
JPM ACI Non Investment Grade TR USD3,85-0,058,286,6127-10-2021
FTSE GBP EuroDep 3 Mon GBP13,8910,148,197,3427-10-2021
Bloomberg US Aggregate 1-3 Yr TR USD13,224,858,056,2027-10-2021
Fideuram Obbl Eur Govt Breve Temn TR EUR8,863,088,045,8821-10-2021
Bloomberg Gbl Infl Linked Sweden TR USD11,829,667,806,2327-10-2021
MSCI Poland NR EUR31,2453,077,5110,4227-10-2021
FTSE Swiss GBI 1-3 Yr CHF8,532,667,485,1327-10-2021
FTSE CHF EuroDep 1 Mon CHF8,622,817,395,0527-10-2021
FTSE SEK EuroDep 3 Mon SEK8,295,987,295,0027-10-2021
FTSE Swiss GBI CHF5,53-0,107,244,9627-10-2021
FTSE Swedish GBI 1-3 Yr SEK7,965,656,944,8227-10-2021
ICE BofA USD 3M Dep OR CM TR USD13,695,116,805,8227-10-2021
Bloomberg Euro Agg Corp 1-3 Yr TR EUR7,743,246,656,1327-10-2021
FTSE USD EuroDep 3 Mon USD13,584,996,585,7227-10-2021
Bloomberg Euro Agg 1-3 Yr TR EUR7,152,396,155,6027-10-2021
Bloomberg Euro Agg Govt 1-3 Yr TR EUR6,982,166,045,4727-10-2021
FTSE Danish GBI 3-5 Yr DKK6,511,585,915,5427-10-2021
EONIA Capitalisé 360j TR EUR7,681,595,885,3425-10-2021
FTSE Polish GBI PLN0,14-3,865,777,0727-10-2021
FTSE Danish GBI 1-3 Yr DKK7,082,175,485,0527-10-2021
FTSE EUR EuroDep 3 Mon EUR7,042,185,465,0927-10-2021
Bloomberg Japanese Aggregate TR JPY2,74-3,895,142,7427-10-2021
MSCI World/Energy NR USD65,59101,684,835,5327-10-2021
MSCI Thailand NR THB11,3830,543,298,3527-10-2021
ICE BofA AsianDollar HYCp CN Is TR USD-16,91-19,392,573,3527-10-2021
MSCI EM Latin America NR USD4,4923,321,543,8427-10-2021
MSCI Turkey NR EUR-7,6019,511,24-6,3627-10-2021
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-4,5310,920,580,6910-02-2020
MSCI Brazil NR USD-5,5113,53-1,033,2427-10-2021
FTSE/JSE SA Listed Property TR ZAR38,4975,42-2,64-3,3427-10-2021
Una lista completa de índices para rentabilidades de Fondos. Incluyendo estándares de la industria: MSCI, FTSE, Citigroup, Lehman Brothers y JP Morgan con rentabilidades a 1, 3 y 5 años.
© Copyright 2021 Morningstar, Inc. Reservados todos los derechos.

Términos de uso        Política Privacidad