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Rentabilidades de los índices: Rentabilidades 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 USD46,2636,2323,6019,5606/12/2019
Morningstar US Large Growth TR EUR33,6724,2819,6116,1506/12/2019
Morningstar US Growth TR EUR35,5625,5818,6515,5906/12/2019
Russell 1000 Growth TR USD36,7726,9118,5116,1806/12/2019
Morningstar US Mid Growth TR EUR38,2528,1516,2013,8506/12/2019
MSCI Russia NR USD45,7338,5615,9216,9606/12/2019
MSCI ACWI Growth NR USD32,8025,7714,6111,9906/12/2019
Athens Exchange Athex Composite TR46,2537,9814,52-1,1306/12/2019
Morningstar US Large Cap TR EUR32,4723,0814,4213,6506/12/2019
S&P Global Clean Energy TR USD42,1733,9314,367,0306/12/2019
FTSE EPRA Nareit Switzerland TR EUR40,0138,3314,2214,3506/12/2019
MSCI Germany Small Cap NR EUR26,4120,7514,0312,6406/12/2019
S&P 500 TR USD32,3222,6713,6213,3306/12/2019
MSCI Brazil NR USD20,9920,5113,508,1306/12/2019
MSCI World/Health Care NR USD24,1016,6113,419,4906/12/2019
Russell 1000 TR USD32,3522,5413,3613,1506/12/2019
DJ Islamic World TR USD29,3521,0513,3311,1805/12/2019
S&P Global Water TR34,2830,3413,3212,2806/12/2019
FTSE Italia AllShare TR EUR31,0528,8513,297,2006/12/2019
Morningstar US Market TR USD32,2322,3413,1413,0806/12/2019
Morningstar US Market TR GBP32,2322,3413,1413,0806/12/2019
Morningstar US Market TR EUR32,2322,3413,1413,0806/12/2019
MSCI Denmark NR DKK29,1726,2212,949,0706/12/2019
MSCI Taiwan NR USD33,3734,4412,9011,5406/12/2019
Russell 3000 TR USD31,9822,0612,8812,9606/12/2019
Morningstar US Large Core TR EUR33,4223,5112,7812,4806/12/2019
Fideuram Azionari Italia TR EUR25,7519,4912,527,1204/12/2019
Morningstar US Small Growth TR EUR30,4918,5612,4412,7006/12/2019
MSCI Switzerland NR CHF31,8428,2912,347,6906/12/2019
FTSE EPRA Nareit Developed Europe TR EUR26,8422,9712,118,7206/12/2019
Vietnam VN Index11,784,6612,1011,2706/12/2019
Morningstar US Core TR EUR33,8423,4411,9712,1506/12/2019
MSCI Europe Growth NR EUR30,2727,7711,627,9406/12/2019
MSCI World/Utilities NR USD22,2718,3211,358,5806/12/2019
FTSE EPRA Nareit Eurozone TR EUR19,4814,5211,299,9406/12/2019
Red Rocks Gbl Listed Private Eqty TR USD35,6527,9311,2711,8706/12/2019
MSCI BRIC NR USD19,5516,2711,218,0906/12/2019
MSCI EMU Small Cap NR EUR25,9521,9211,0110,3806/12/2019
MSCI World NR USD28,5121,2111,0110,1306/12/2019
Morningstar US Mid Cap TR EUR32,8221,8010,8712,0406/12/2019
MSCI China NR USD19,4113,6310,868,3806/12/2019
Euronext AEX All Share TR EUR22,8620,5010,818,9206/12/2019
MSCI EM Europe NR EUR28,9624,0110,806,5906/12/2019
Euronext Paris CAC 40 NR EUR26,9425,7610,738,3606/12/2019
MSCI ACWI NR USD26,8920,2810,689,6706/12/2019
Euronext Paris SBF 120 NR EUR25,8224,3410,588,3606/12/2019
DJ Global TR USD25,4617,2610,489,7005/12/2019
MSCI Golden Dragon NR USD20,5117,0510,488,9706/12/2019
NASDAQ OMX Copenhagen 20 PR DKK25,9623,3310,437,6706/12/2019
MSCI Europe ex UK Small Cap NR EUR25,5821,8810,3810,7206/12/2019
MSCI EMU SMID NR EUR25,5322,1610,389,3706/12/2019
Tel Aviv SE TA 125 TR ILS33,2618,7010,349,0705/12/2019
Morningstar US Mid Core TR EUR33,7922,3710,2511,1406/12/2019
MSCI Europe Small Cap NR EUR27,6524,3210,239,8606/12/2019
EMIX Global Mining Global Gold TR USD37,9346,2810,1813,3505/12/2019
Russell Mid Cap TR USD32,0221,0910,1511,2206/12/2019
MSCI Sweden Small Cap NR SEK28,2127,6910,0611,6106/12/2019
MSCI Europe SMID NR EUR27,4924,589,918,6806/12/2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR26,1020,109,8110,2507/12/2019
Morningstar US Large Val TR EUR27,5518,859,8011,5606/12/2019
S&P Global Infrastructure TR USD26,1922,219,757,8206/12/2019
MSCI Thailand NR THB9,494,279,726,2106/12/2019
MSCI India NR USD9,1513,249,705,8206/12/2019
FTSE EPRA Nareit Global TR USD26,0118,399,529,0306/12/2019
MSCI Europe Ex UK NR EUR25,1222,559,376,4206/12/2019
MSCI World High Dividend Yield NR USD24,3118,489,238,6406/12/2019
Morningstar Eurozone 50 GR EUR27,0625,189,186,0206/12/2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR24,2220,609,169,3307/12/2019
FTSE 250 Ex Investment Trust TR GBP32,9630,169,146,8206/12/2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR22,4818,869,038,5707/12/2019
NASDAQ Biotechnology TR USD28,7516,079,005,8506/12/2019
MSCI AC Asia Ex Japan NR USD15,3513,428,917,3006/12/2019
MSCI Portugal NR EUR22,4421,438,885,9806/12/2019
STOXX Europe 600 NR EUR24,1722,228,745,9306/12/2019
Morningstar DM Europe 100 GR EUR25,2223,748,725,3406/12/2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR15,2011,828,709,7605/12/2019
MSCI EMU NR EUR23,7921,338,686,1506/12/2019
MSCI AC Asia Pac Ex JPN NR USD16,9314,858,617,2406/12/2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR24,8921,608,537,3607/12/2019
MSCI Singapore NR SGD16,0114,098,535,4506/12/2019
MSCI Europe NR EUR23,4321,438,505,6806/12/2019
FTSE EPRA Nareit Developed Asia TR USD19,7017,148,497,8006/12/2019
MSCI Nordic Countries NR EUR19,4517,928,485,7706/12/2019
Morningstar US Value TR EUR26,7317,328,4311,1406/12/2019
Morningstar US Mid Core PR EUR31,6720,258,379,2306/12/2019
MSCI EM NR USD15,0113,278,335,9406/12/2019
MSCI Nordic Countries Small Cap NR USD22,7819,878,2910,8606/12/2019
Fideuram Azionari America TR EUR26,0514,578,288,8904/12/2019
Russell 1000 Value TR USD28,0118,268,2610,0706/12/2019
MSCI AC Asia Pacific NR USD19,1815,628,248,1706/12/2019
MSCI Europe High Div Yld NR EUR22,1621,558,195,7906/12/2019
MSCI EAFE NR USD22,7219,638,196,6806/12/2019
TOPIX TR JPY22,6416,258,1310,4406/12/2019
MSCI EM Latin America NR USD13,3713,158,024,0206/12/2019
FTSE EPRA Nareit United States TR USD29,3816,357,969,4406/12/2019
MSCI ACWI Small NR USD25,1317,327,879,5806/12/2019
MSCI Frontier Markets GR USD18,3213,007,783,9406/12/2019
Euronext Paris CAC Mid&Small NR EUR18,8015,697,708,8106/12/2019
MSCI Pacific Ex Japan NR USD18,8016,697,687,1806/12/2019
MSCI Australia NR USD23,9321,027,657,0506/12/2019
MSCI Austria NR EUR15,256,497,518,4106/12/2019
MSCI Frontier Markets NR USD17,9712,667,463,5606/12/2019
MSCI Hong Kong NR HKD9,658,807,217,9406/12/2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR20,2618,207,188,1007/12/2019
MSCI World/Materials NR USD22,9020,517,187,4406/12/2019
FTSE AllSh TR GBP21,5220,737,154,7806/12/2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 2525,7214,307,097,7705/12/2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR16,9414,856,946,6007/12/2019
Russell 2000 TR USD26,9815,616,9210,5206/12/2019
FSE DAX TR EUR24,7021,796,915,4706/12/2019
MSCI World/Comm Services NR USD29,7922,936,836,8006/12/2019
MSCI World/Financials NR USD26,4719,906,828,1806/12/2019
MSCI ACWI Value NR USD21,0714,866,807,3006/12/2019
OSE FXLT Mutual Fund Index Linked/TOTX13,648,016,696,9706/12/2019
TReuters Global CB TR USD17,8414,546,656,5806/12/2019
Fideuram Azionari Internazionale TR EUR22,5812,216,656,9504/12/2019
MSCI Sweden NR SEK21,0821,306,644,4806/12/2019
Morningstar US Small Cap TR EUR28,0416,096,6410,0206/12/2019
Morningstar US Small Core TR EUR31,5819,946,5410,3106/12/2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 2522,2717,266,547,9405/12/2019
ICE BofAML Sterling HY TR GBP19,5518,456,535,3606/12/2019
Euronext BEL 20 NR EUR24,2421,206,456,1406/12/2019
MSCI AC ASEAN NR USD9,247,796,403,6806/12/2019
FTSE EMU GBI 10+ Yr EUR16,3517,216,395,8506/12/2019
FTSE Polish GBI PLN4,825,426,352,6906/12/2019
Tel Aviv SE Gen Bond CPI Linked TR ILS21,1119,056,347,7105/12/2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR20,0716,706,348,6705/12/2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR18,0015,296,337,2107/12/2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 2521,1918,046,317,9205/12/2019
MSCI Poland NR EUR-8,01-9,016,26-1,9706/12/2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR-1,64-1,326,260,6207/12/2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR14,1514,876,247,4907/12/2019
Tel Aviv SE All Bond20,4618,546,157,8905/12/2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS22,1520,906,027,0805/12/2019
Morningstar US Mid Val TR EUR25,8514,485,9810,9206/12/2019
Tel Aviv SE All Gov Bond TR ILS20,8919,835,967,5505/12/2019
Tel Aviv SE Yeter- Rest of shares TR ILS30,3417,615,9215,2605/12/2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur15,1114,125,884,6407/12/2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR14,5113,825,866,5107/12/2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR13,6814,475,786,9001/12/2019
TReuters Global Hedged CB TR EUR12,469,325,553,7306/12/2019
Morningstar Energy Cmdty TR USD30,3914,085,53-5,3506/12/2019
Fideuram Azionari Area Euro TR EUR19,3911,455,523,9104/12/2019
FTSE WBIG Eastern Europe EUR9,359,905,514,4106/12/2019
Morningstar EM Corp Bd TR USD17,0217,605,517,9806/12/2019
Beassa ALBI TR ZAR10,269,795,494,0706/12/2019
MSCI AC Asia Pacific ex Japan HDY NR USD11,6210,535,484,4206/12/2019
JPM EMBI Global Diversified TR USD16,8117,265,407,8106/12/2019
BME IBEX 35 NR EUR11,516,135,39-0,0805/12/2019
MSCI Indonesia NR IDR9,6310,345,384,5106/12/2019
S&P Global Agribusiness Equity TR USD20,8712,025,355,5606/12/2019
MSCI Europe Value NR EUR16,5214,995,353,2806/12/2019
MSCI Emerging Markets SMID NR USD9,589,165,323,9406/12/2019
ICE BofAML Gbl HY Constnd TR USD15,6314,035,297,5706/12/2019
JPM GBI-EM Global Diversified TR USD13,8915,315,293,7006/12/2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR15,4413,395,236,4407/12/2019
Beassa 1-3 Yr TR ZAR8,847,705,224,8406/12/2019
BBgBarc US Corporate High Yield TR USD16,3713,785,207,9706/12/2019
JPM CEMBI Broad Diversified TR USD15,9515,945,207,8106/12/2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR16,2915,665,156,7807/12/2019
MSCI Canada NR USD28,3420,535,134,6206/12/2019
S&P Global Natural Resources TR USD15,3110,735,115,4106/12/2019
BBgBarc US Corp Bond TR USD17,9218,464,976,9406/12/2019
ICE BofAML Gbl HY Constnd TR HGBP17,9715,734,963,6706/12/2019
Morningstar EM Composite Bd TR USD15,9016,644,927,4606/12/2019
BBgBarc Pan Euro HY Euro TR EUR10,3610,604,874,4806/12/2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd14,2913,134,824,3007/12/2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR11,5510,834,824,5807/12/2019
NASDAQ OMX Helsinki 25 PR EUR9,266,544,785,4705/12/2019
MSCI Korea NR USD4,974,074,775,5206/12/2019
Fideuram Azionari Paesi Emergenti TR EUR10,713,954,762,9404/12/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD15,9416,294,736,8606/12/2019
Markit iBoxx GBP NonGilts TR16,0515,364,543,4606/12/2019
FTSE Small Cap Ex Invest Trust TR GBP16,6715,154,495,6006/12/2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR13,5510,024,474,7507/12/2019
Morningstar EM Sovereign Bd TR USD14,8015,734,307,0106/12/2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur10,6710,464,303,6107/12/2019
Markit iBoxx ALBI TR USD10,9211,614,295,3806/12/2019
BBgBarc Sterling Agg TR GBP15,1714,254,273,3806/12/2019
BBgBarc Gbl Agg Corp TR Hdg GBP17,4317,194,242,3206/12/2019
BBgBarc Gbl Agg Corp TR USD14,3614,684,215,4806/12/2019
JPM Asia Credit TR USD14,6515,154,187,0006/12/2019
Markit iBoxx ALBI Singapore TR SGD8,4310,004,174,6506/12/2019
FTSE/JSE All Share TR ZAR10,2712,314,012,3606/12/2019
Fideuram Azionari Pacifico TR EUR14,886,993,984,7204/12/2019
FTSE Act UK Cnvt Gilts All Stocks TR GBP14,4013,323,953,1406/12/2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd11,7011,023,873,5107/12/2019
STeFI Composite ZAR8,596,983,874,0606/12/2019
ICE BofAML Gbl HY Constnd TR HEUR9,728,393,874,1306/12/2019
JPM EMBI Global Diversified Hedge TR EUR9,8110,443,713,4706/12/2019
Fideuram Bilanciati TR EUR12,098,423,592,9604/12/2019
JPM CEMBI Broad Diversified Hdg TR EUR9,039,223,563,5206/12/2019
STeFI 3 Month NCD ZAR8,236,603,523,7106/12/2019
BBgBarc Global Aggregate TR Hdg USD11,8512,333,425,9606/12/2019
BBgBarc Gbl Infl Linked TR Hdg USD11,8810,733,246,4906/12/2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR9,029,543,072,6606/12/2019
BBgBarc US Agg Bond TR USD12,3113,133,065,3806/12/2019
FTSE EMU GBI EUR7,127,682,992,8006/12/2019
BBgBarc Global Aggregate TR Hdg GBP13,3713,282,981,5006/12/2019
S&P Pan Africa TR6,597,372,960,8706/12/2019
Markit iBoxx ALBI China Offshore TR CNH6,827,222,923,9006/12/2019
BBgBarc Pan Euro Agg TR EUR7,597,802,902,6506/12/2019
BBgBarc Gbl Infl Linked TR Hdg GBP13,6111,872,902,1306/12/2019
BBgBarc Global Aggregate TR USD9,8210,642,804,4906/12/2019
BBgBarc Euro Agg Corps TR EUR6,216,432,782,4106/12/2019
BBgBarc Gbl Infl Linked TR USD10,959,682,734,1206/12/2019
BBgBarc Euro Agg Bond TR EUR6,316,702,732,5106/12/2019
TReuters Europe CB TR EUR9,428,202,722,9006/12/2019
Morningstar Metals Cmdty TR USD14,3216,582,663,4706/12/2019
Fideuram Bilanciati Obblig TR EUR9,136,952,592,6004/12/2019
Morningstar China Large Cap CNY26,4320,502,562,9206/12/2019
BBgBarc Euro Infln Lkd TR EUR6,276,042,522,0706/12/2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR9,178,612,474,4407/12/2019
S&P Mid-East and Africa BMI TR USD6,276,672,451,0506/12/2019
FTSE US GBI USD10,7411,682,384,7406/12/2019
Tel Aviv SE Makams T-Bill TR ILS11,5310,332,325,1205/12/2019
MSCI AC Asia Ex JPN Small NR USD6,085,292,312,8306/12/2019
FTSE 100 PR GBP14,5714,082,270,0906/12/2019
BBgBarc Gbl Infl Linked US TIPS TR USD11,9611,512,244,7806/12/2019
BBgBarc Gbl Agg Corp TR Hdg CHF11,7312,422,223,9006/12/2019
Fideuram Obbl Misti TR EUR6,806,451,861,6804/12/2019
BBgBarc Global Aggregate TR Hdg EUR5,205,831,811,8206/12/2019
Fideuram Obbl Euro Corp IG TR EUR5,205,231,701,4404/12/2019
BBgBarc Gbl Infl Linked TR Hdg EUR5,324,421,682,3806/12/2019
FTSE Japanese GBI JPY6,649,411,646,4206/12/2019
Morningstar Livestock Cmdty TR USD-4,77-5,331,58-4,0406/12/2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd5,385,771,461,4607/12/2019
Markit iBoxx ALBI Hong Kong TR HKD7,918,531,424,5706/12/2019
BBgBarc US Aggregate 1-3 Yr TR USD7,397,641,113,8506/12/2019
Fideuram Obbl Eur Govt M/L Temn TR EUR4,624,891,100,9804/12/2019
BBgBarc Global Aggregate TR Hdg CHF7,798,590,963,0706/12/2019
ICE BofAML USD 3M Dep OR CM TR USD6,025,760,923,5006/12/2019
FTSE USD EuroDep 3 Mon USD5,815,540,913,5506/12/2019
Morningstar US Small Val TR EUR21,209,270,876,8606/12/2019
BBgBarc Sterling Agg 1-3 Yr TR GBP7,867,080,69-0,3606/12/2019
FTSE GBP EuroDep 3 Mon GBP7,296,520,67-0,7306/12/2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR1,281,360,590,7706/12/2019
FTSE Danish GBI 3-5 Yr DKK1,060,920,470,6606/12/2019
Fideuram Obbl Eur Govt Breve Temn TR EUR1,641,830,16-0,0104/12/2019
BBgBarc Euro Agg 1-3 Yr TR EUR0,440,570,110,2906/12/2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR0,220,390,000,1906/12/2019
FTSE Swiss GBI CHF3,083,60-0,332,3606/12/2019
Morningstar Lng-Only Cmdty TR USD14,665,63-0,37-3,2906/12/2019
EONIA Capitalisé 360j TR EUR-0,36-0,39-0,37-0,3105/12/2019
Morningstar Shrt-Only Cmdty TR USD-3,352,60-0,395,7906/12/2019
FTSE EUR EuroDep 3 Mon EUR-0,41-0,44-0,43-0,3306/12/2019
FTSE Danish GBI 1-3 Yr DKK-0,35-0,37-0,50-0,1906/12/2019
BBgBarc Global Aggregate TR Hdg NOK4,813,55-0,580,4506/12/2019
BBgBarc Gbl Infl Linked Sweden TR USD-2,02-1,29-0,68-0,0106/12/2019
FTSE Swedish GBI SEK-0,750,18-0,77-0,6606/12/2019
FTSE Swiss GBI 1-3 Yr CHF1,852,07-1,231,2806/12/2019
MSCI China A Onshore NR CNY34,0126,90-1,271,9906/12/2019
FTSE CHF EuroDep 1 Mon CHF2,052,16-1,300,9006/12/2019
MSCI World/Energy NR USD10,712,20-2,180,3106/12/2019
Morningstar Shrt/Flt Cmdty TR USD-6,15-3,08-2,241,4206/12/2019
Morningstar Lng/Shrt Cmdty TR USD1,73-1,71-2,47-0,0306/12/2019
Morningstar Lng/Flt Cmdty TR USD2,70-1,50-2,60-0,1206/12/2019
OSE Statsobligasjonsind 3.00-0,90-2,74-2,73-1,5306/12/2019
FTSE SEK EuroDep 3 Mon SEK-3,71-2,69-2,78-2,8606/12/2019
FTSE Swedish GBI 1-3 Yr SEK-4,08-3,15-2,87-2,6206/12/2019
OSE Statsobligasjonsind 1.00-1,12-3,02-3,14-2,0106/12/2019
OSE Statsobligasjonsind 0.25-1,02-2,90-3,14-2,0806/12/2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR5,142,81-3,97-0,3707/12/2019
Morningstar Lng/Shrt Cmdty ER USD-0,33-3,85-4,01-1,0406/12/2019
FTSE/JSE SA Listed Property TR ZAR5,652,34-4,42-0,9906/12/2019
MSCI Turkey NR EUR12,9812,59-4,63-9,7906/12/2019
Morningstar Agriculture Cmdty TR USD-1,04-3,74-9,98-5,7006/12/2019
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.

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