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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 USD7,9852,9125,3020,1624/01/2020
Morningstar US Large Growth TR EUR6,7836,1921,1415,9524/01/2020
Morningstar US Growth TR EUR6,5735,7020,0515,1924/01/2020
Russell 1000 Growth TR USD6,0138,2219,7915,8924/01/2020
FTSE EPRA Nareit Switzerland TR EUR8,6951,1917,6011,2924/01/2020
Morningstar US Mid Growth TR EUR6,0334,8617,3713,0224/01/2020
MSCI Russia NR USD4,8544,1716,9819,1124/01/2020
S&P Global Clean Energy TR USD8,1943,6916,818,0724/01/2020
Athens Exchange Athex Composite TR4,0555,0516,424,8024/01/2020
MSCI ACWI Growth NR USD5,3634,2115,6011,7224/01/2020
Morningstar US Large Cap TR EUR4,3132,2215,2713,0924/01/2020
S&P Global Water TR5,6036,3115,2611,9824/01/2020
DJ Islamic World TR USD4,5532,2814,7211,0024/01/2020
S&P 500 TR USD3,9531,0314,3812,6724/01/2020
MSCI World/Health Care NR USD2,9324,3014,218,3524/01/2020
Russell 1000 TR USD4,0630,7614,1512,4624/01/2020
MSCI Taiwan NR USD2,8240,8514,1310,5724/01/2020
Morningstar US Market TR GBP3,9930,2713,8912,3324/01/2020
Morningstar US Market TR USD3,9930,2713,8912,3324/01/2020
Morningstar US Market TR EUR3,9930,2713,8912,3324/01/2020
Morningstar US Large Core TR EUR4,6935,4713,8612,1324/01/2020
Russell 3000 TR USD3,8929,9013,6412,2024/01/2020
MSCI World/Utilities NR USD7,2228,2213,358,3224/01/2020
Tel Aviv SE TA 125 TR ILS5,5033,6513,319,3223/01/2020
FTSE EPRA Nareit Developed Europe TR EUR2,7623,8313,166,8624/01/2020
MSCI Denmark NR DKK4,8431,7313,149,6024/01/2020
Morningstar US Small Growth TR EUR4,2422,8712,9611,2424/01/2020
Morningstar US Core TR EUR4,2933,4812,9011,5824/01/2020
MSCI Switzerland NR CHF4,0832,3412,847,4024/01/2020
MSCI Germany Small Cap NR EUR1,1020,7912,8312,2924/01/2020
MSCI China NR USD1,8419,5112,456,8224/01/2020
Red Rocks Gbl Listed Private Eqty TR USD3,8633,0812,1311,4624/01/2020
MSCI Golden Dragon NR USD2,1821,9312,007,7124/01/2020
FTSE EPRA Nareit Eurozone TR EUR3,0315,9311,797,7624/01/2020
MSCI BRIC NR USD2,1519,1911,737,2424/01/2020
MSCI Europe Growth NR EUR3,8130,6911,737,7424/01/2020
Morningstar US Mid Cap TR EUR3,5727,4311,4810,9424/01/2020
MSCI World NR USD3,4626,8211,409,5424/01/2020
MSCI EM Europe NR EUR3,5926,7211,408,3324/01/2020
MSCI ACWI NR USD3,3225,5511,109,1024/01/2020
DJ Global TR USD3,1925,2211,089,2924/01/2020
MSCI Portugal NR EUR4,8427,3010,957,7224/01/2020
FTSE Italia AllShare TR EUR2,2526,3510,827,3724/01/2020
Morningstar US Mid Core TR EUR3,6328,2510,7810,1324/01/2020
Russell Mid Cap TR USD3,5026,8510,7610,0924/01/2020
Vietnam VN Index4,5712,2810,7110,4022/01/2020
S&P Global Infrastructure TR USD4,3025,8110,547,3624/01/2020
NASDAQ OMX Copenhagen 20 PR DKK5,0828,2010,528,1824/01/2020
MSCI India NR USD4,0115,0510,174,0424/01/2020
MSCI AC Asia Ex Japan NR USD2,6117,6910,166,2824/01/2020
Euronext Paris CAC 40 NR EUR0,8826,5710,127,8424/01/2020
MSCI Brazil NR USD-0,0111,5410,078,6224/01/2020
Euronext AEX All Share TR EUR1,8521,129,858,5024/01/2020
Euronext Paris SBF 120 NR EUR0,9324,979,857,7924/01/2020
FTSE 250 Ex Investment Trust TR GBP-0,4524,869,835,8524/01/2020
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR2,6024,169,708,9225/01/2020
MSCI AC Asia Pac Ex JPN NR USD3,0119,039,626,4124/01/2020
Cat 25%Barclays US Agg TR&75%FTSE Wld TR3,3022,999,598,4025/01/2020
MSCI Europe Small Cap NR EUR1,0122,529,579,3024/01/2020
MSCI Sweden Small Cap NR SEK2,0527,779,5611,6124/01/2020
Morningstar US Large Val TR EUR0,8922,119,5010,3324/01/2020
Fideuram Azionari America TR EUR3,7525,079,488,6522/01/2020
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR2,7820,969,438,0525/01/2020
MSCI Europe SMID NR EUR1,5922,809,418,0924/01/2020
NASDAQ OMX Helsinki Benchmark Cap GR EUR3,1514,559,3410,0224/01/2020
FTSE EPRA Nareit Global TR USD3,2321,519,336,3924/01/2020
MSCI EMU Small Cap NR EUR1,1820,509,169,8624/01/2020
MSCI Europe ex UK Small Cap NR EUR1,7021,609,1210,3424/01/2020
MSCI EMU SMID NR EUR1,5520,429,018,8024/01/2020
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 254,1223,518,937,0723/01/2020
MSCI World High Dividend Yield NR USD1,5121,978,927,5224/01/2020
MSCI EM NR USD2,2816,028,905,3824/01/2020
Morningstar US Mid Core PR EUR3,5926,008,888,2324/01/2020
FTSE EPRA Nareit Developed Asia TR USD3,0415,168,785,7024/01/2020
MSCI AC Asia Pacific NR USD2,6618,858,767,0424/01/2020
NASDAQ Biotechnology TR USD-1,3412,058,752,5624/01/2020
Fideuram Azionari Italia TR EUR0,8420,908,746,3422/01/2020
MSCI Hong Kong NR HKD2,698,938,736,8024/01/2020
MSCI Europe Ex UK NR EUR2,2523,368,716,1724/01/2020
MSCI Singapore NR SGD2,1113,688,714,0724/01/2020
Russell 1000 Value TR USD1,9923,418,528,9624/01/2020
STOXX Europe 600 NR EUR1,9322,668,395,6224/01/2020
MSCI Thailand NR THB-1,152,438,384,9224/01/2020
MSCI Europe High Div Yld NR EUR0,5819,398,335,1124/01/2020
EMIX Global Mining Global Gold TR USD0,7348,778,309,2423/01/2020
Morningstar DM Europe 100 GR EUR1,7424,618,305,0524/01/2020
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR2,8523,128,297,0425/01/2020
Morningstar US Value TR EUR0,8720,698,259,8524/01/2020
MSCI Nordic Countries NR EUR2,9519,408,215,8624/01/2020
MSCI Pacific Ex Japan NR USD4,0218,778,166,5624/01/2020
MSCI Europe NR EUR1,9522,218,145,3824/01/2020
Tel Aviv SE Yeter- Rest of shares TR ILS7,7730,247,9317,5723/01/2020
MSCI EAFE NR USD2,2420,797,936,0324/01/2020
Morningstar Eurozone 50 GR EUR1,2424,787,925,7924/01/2020
MSCI ACWI Small NR USD1,7719,637,898,4324/01/2020
MSCI Nordic Countries Small Cap NR USD1,8620,827,8410,8024/01/2020
MSCI Australia NR USD5,0624,787,716,8024/01/2020
Cat 50%Barclays US Agg TR&50%FTSE Wld TR3,2519,887,676,8225/01/2020
MSCI EMU NR EUR1,6221,087,665,8724/01/2020
FTSE AllSh TR GBP0,9020,797,614,3124/01/2020
FTSE EMU GBI 10+ Yr EUR2,6216,567,544,4924/01/2020
TReuters Global CB TR USD4,5919,067,506,1324/01/2020
TOPIX TR JPY1,6417,837,498,6024/01/2020
MSCI Indonesia NR IDR5,809,587,413,7824/01/2020
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR2,2015,997,376,1425/01/2020
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 252,9120,627,346,7423/01/2020
Russell 2000 TR USD1,4818,607,258,8724/01/2020
FTSE EPRA Nareit United States TR USD4,7823,987,225,8824/01/2020
MSCI Korea NR USD4,4113,327,066,0724/01/2020
ICE BofA Sterling HY TR GBP1,3516,557,004,3524/01/2020
Fideuram Azionari Internazionale TR EUR2,4720,096,986,6422/01/2020
Tel Aviv SE Gov Bond - CPI Linked TR ILS2,7521,376,915,7723/01/2020
MSCI Frontier Markets GR USD3,7819,486,904,4924/01/2020
Morningstar US Small Core TR EUR1,5222,386,838,7524/01/2020
Tel Aviv SE Gen Bond CPI Linked TR ILS2,4119,666,816,4123/01/2020
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 252,5419,706,816,5723/01/2020
Morningstar US Small Cap TR EUR1,8718,726,798,4824/01/2020
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR3,0418,126,794,9925/01/2020
Euronext BEL 20 NR EUR1,2518,716,745,4624/01/2020
MSCI World/Comm Services NR USD4,8728,266,726,1124/01/2020
MSCI World/Financials NR USD0,8319,056,717,6724/01/2020
MSCI ACWI Value NR USD1,2617,206,666,4324/01/2020
MSCI AC Asia Pacific ex Japan HDY NR USD0,9312,906,653,5424/01/2020
MSCI EM Latin America NR USD1,077,046,654,4724/01/2020
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR2,3017,386,616,2025/01/2020
MSCI Frontier Markets NR USD3,7819,136,584,1124/01/2020
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR2,3818,926,537,5123/01/2020
Fideuram Azionari Paesi Emergenti TR EUR2,0914,936,483,1122/01/2020
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR2,6014,186,485,7725/01/2020
Tel Aviv SE All Bond2,3019,096,446,4423/01/2020
Tel Aviv SE All Gov Bond TR ILS2,3519,556,395,9723/01/2020
MSCI AC ASEAN NR USD1,626,316,262,3224/01/2020
TReuters Global Hedged CB TR EUR3,0214,076,234,5924/01/2020
Morningstar US Mid Val TR EUR1,0818,926,169,4624/01/2020
MSCI Emerging Markets SMID NR USD3,0912,536,123,5924/01/2020
MSCI Sweden NR SEK2,2320,706,024,4124/01/2020
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur1,4714,135,874,2925/01/2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR0,0016,035,826,8501/01/2020
Morningstar EM Corp Bd TR USD3,2816,715,826,8424/01/2020
Markit iBoxx GBP NonGilts TR3,0914,755,731,8724/01/2020
Euronext Paris CAC Mid&Small NR EUR-0,5613,775,727,8524/01/2020
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR2,9316,155,713,8525/01/2020
Cat 75%Barclays US Agg TR&25%FTSE Wld TR3,1916,725,695,1625/01/2020
FTSE Small Cap Ex Invest Trust TR GBP1,2219,475,645,6724/01/2020
BBgBarc US Corp Bond TR USD3,6618,455,614,9524/01/2020
JPM EMBI Global Diversified TR USD2,7815,365,616,6724/01/2020
BBgBarc Sterling Agg TR GBP3,6013,975,591,6624/01/2020
JPM CEMBI Broad Diversified TR USD3,2615,615,526,5224/01/2020
FTSE Polish GBI PLN-0,454,325,482,4624/01/2020
MSCI World/Materials NR USD-0,5319,575,476,6124/01/2020
MSCI Austria NR EUR-2,137,605,469,6024/01/2020
JPM GBI-EM Global Diversified TR USD1,6713,365,452,7624/01/2020
ICE BofA Gbl HY Constnd TR HGBP1,0713,295,433,1124/01/2020
FSE DAX TR EUR2,4721,985,404,9824/01/2020
ICE BofA Gbl HY Constnd TR USD2,1714,055,326,6724/01/2020
NASDAQ OMX Helsinki 25 PR EUR2,907,935,305,7024/01/2020
FTSE WBIG Eastern Europe EUR0,749,125,283,8224/01/2020
Morningstar EM Composite Bd TR USD3,0715,425,276,3224/01/2020
FTSE Act UK Cnvt Gilts All Stocks TR GBP3,5813,005,271,4024/01/2020
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR1,6211,125,264,1725/01/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg USD3,4516,395,264,9124/01/2020
MSCI Canada NR USD3,5921,865,244,9524/01/2020
BBgBarc Gbl Agg Corp TR Hdg GBP1,9914,735,211,0824/01/2020
BBgBarc US Corporate High Yield TR USD2,1013,965,186,5524/01/2020
Fideuram Azionari Pacifico TR EUR2,3215,595,144,3222/01/2020
Beassa ALBI TR ZAR-0,617,345,132,2224/01/2020
Markit iBoxx ALBI TR USD2,5512,464,973,7124/01/2020
Beassa 1-3 Yr TR ZAR-0,715,424,943,2424/01/2020
BBgBarc Gbl Agg Corp TR USD2,8314,694,724,0224/01/2020
Morningstar EM Sovereign Bd TR USD2,8013,994,665,9124/01/2020
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR1,5312,354,654,2425/01/2020
Cat 50%Citi PolishGBI&50%MSCI Poland NR-0,07-2,274,631,5825/01/2020
MSCI Poland NR EUR0,31-9,144,590,1424/01/2020
Markit iBoxx ALBI Singapore TR SGD1,9410,494,593,2324/01/2020
MSCI Europe Value NR EUR0,0713,814,552,8724/01/2020
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur1,2610,234,523,2625/01/2020
BBgBarc Pan Euro HY Euro TR EUR0,4810,264,514,6224/01/2020
JPM Asia Credit TR USD2,9614,454,495,3924/01/2020
Morningstar China Large Cap CNY-0,1324,824,45-0,7823/01/2020
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd1,7113,644,353,8825/01/2020
Morningstar Metals Cmdty TR USD4,3622,164,171,9924/01/2020
BBgBarc Gbl Infl Linked TR Hdg GBP2,8912,454,010,8524/01/2020
S&P Global Agribusiness Equity TR USD-2,0012,933,933,8824/01/2020
BBgBarc Global Aggregate TR Hdg USD3,0112,083,923,9224/01/2020
BBgBarc Global Aggregate TR Hdg GBP1,5610,553,920,1824/01/2020
BBgBarc Gbl Infl Linked TR Hdg USD4,3513,773,914,4924/01/2020
Markit iBoxx ALBI China Offshore TR CNH2,906,263,863,0524/01/2020
BME IBEX 35 NR EUR0,378,063,831,1924/01/2020
JPM EMBI Global Diversified Hedge TR EUR0,808,773,764,1324/01/2020
ICE BofA Gbl HY Constnd TR HEUR0,568,573,744,6624/01/2020
JPM CEMBI Broad Diversified Hdg TR EUR1,289,083,724,0324/01/2020
Fideuram Azionari Area Euro TR EUR0,5417,793,703,5022/01/2020
STeFI Composite ZAR-0,854,953,692,6724/01/2020
S&P Global Natural Resources TR USD-1,7510,293,634,7324/01/2020
BBgBarc US Agg Bond TR USD3,1412,933,603,4224/01/2020
Fideuram Bilanciati TR EUR1,1811,353,542,6122/01/2020
BBgBarc Gbl Infl Linked TR USD3,4011,953,462,8124/01/2020
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR1,479,823,432,4624/01/2020
FTSE EMU GBI EUR1,197,113,382,3024/01/2020
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd1,4311,333,353,0625/01/2020
STeFI 3 Month NCD ZAR-0,874,583,342,3224/01/2020
MSCI AC Asia Ex JPN Small NR USD3,059,503,312,0824/01/2020
BBgBarc Pan Euro Agg TR EUR1,467,553,311,9324/01/2020
BBgBarc Global Aggregate TR USD2,269,913,232,9224/01/2020
BBgBarc Gbl Agg Corp TR Hdg CHF3,0115,353,090,2024/01/2020
BBgBarc Euro Agg Bond TR EUR1,046,392,992,1424/01/2020
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR2,6611,262,990,9825/01/2020
Morningstar Energy Cmdty TR USD-8,545,692,92-2,0224/01/2020
FTSE US GBI USD3,3511,632,922,6824/01/2020
BBgBarc Euro Agg Corps TR EUR0,816,452,832,2824/01/2020
TReuters Europe CB TR EUR2,2510,112,792,4124/01/2020
BBgBarc Gbl Infl Linked US TIPS TR USD3,0512,672,682,8724/01/2020
BBgBarc Euro Infln Lkd TR EUR0,916,722,671,8224/01/2020
FTSE 100 PR GBP1,0114,772,62-0,3024/01/2020
Tel Aviv SE Makams T-Bill TR ILS1,559,792,363,5423/01/2020
Markit iBoxx ALBI Hong Kong TR HKD3,128,742,212,7624/01/2020
BBgBarc Gbl Infl Linked TR Hdg EUR2,387,512,192,1224/01/2020
Fideuram Bilanciati Obblig TR EUR0,638,222,192,1522/01/2020
BBgBarc Global Aggregate TR Hdg EUR1,045,782,141,5324/01/2020
FTSE/JSE All Share TR ZAR-0,938,062,091,5624/01/2020
MSCI China A Onshore NR CNY1,5232,791,91-0,7924/01/2020
BBgBarc Global Aggregate TR Hdg CHF2,5811,101,80-0,7124/01/2020
Fideuram Obbl Misti TR EUR0,446,401,751,2922/01/2020
Fideuram Obbl Euro Corp IG TR EUR0,465,201,701,4022/01/2020
FTSE Japanese GBI JPY1,205,131,653,6424/01/2020
S&P Pan Africa TR-0,844,881,58-0,3024/01/2020
BBgBarc Sterling Agg 1-3 Yr TR GBP0,774,981,41-1,4424/01/2020
BBgBarc US Aggregate 1-3 Yr TR USD2,137,311,382,0824/01/2020
Morningstar Shrt-Only Cmdty TR USD8,426,621,341,5824/01/2020
Fideuram Obbl Eur Govt M/L Temn TR EUR0,404,561,280,6022/01/2020
FTSE GBP EuroDep 3 Mon GBP0,494,011,26-1,7624/01/2020
ICE BofA USD 3M Dep OR CM TR USD1,975,611,121,7724/01/2020
FTSE USD EuroDep 3 Mon USD1,945,401,091,8124/01/2020
S&P Mid-East and Africa BMI TR USD0,414,550,92-0,1224/01/2020
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd0,725,640,800,9625/01/2020
Morningstar US Small Val TR EUR0,0010,460,605,3224/01/2020
BBgBarc Euro Agg Corp 1-3 Yr TR EUR0,071,320,580,7324/01/2020
FTSE Danish GBI 3-5 Yr DKK0,310,750,300,3424/01/2020
FTSE Swiss GBI CHF2,406,150,24-1,9024/01/2020
Fideuram Obbl Eur Govt Breve Temn TR EUR0,121,660,190,0122/01/2020
BBgBarc Euro Agg 1-3 Yr TR EUR0,010,420,100,2424/01/2020
BBgBarc Global Aggregate TR Hdg NOK0,125,140,050,3724/01/2020
BBgBarc Euro Agg Govt 1-3 Yr TR EUR-0,020,17-0,020,1324/01/2020
EONIA Capitalisé 360j TR EUR-0,03-0,40-0,38-0,3223/01/2020
FTSE EUR EuroDep 3 Mon EUR-0,03-0,45-0,43-0,3424/01/2020
FTSE Danish GBI 1-3 Yr DKK0,00-0,44-0,58-0,3824/01/2020
FTSE Swiss GBI 1-3 Yr CHF1,544,53-0,69-2,5524/01/2020
FTSE CHF EuroDep 1 Mon CHF1,504,58-0,80-2,5824/01/2020
Morningstar Livestock Cmdty TR USD-1,52-5,15-1,39-3,3524/01/2020
Morningstar Lng-Only Cmdty TR USD-4,173,71-1,57-2,4324/01/2020
Morningstar Shrt/Flt Cmdty TR USD3,22-0,41-1,67-0,4424/01/2020
FTSE Swedish GBI SEK0,01-0,16-1,80-1,2224/01/2020
BBgBarc Gbl Infl Linked Sweden TR USD-0,51-1,47-2,37-0,6124/01/2020
MSCI World/Energy NR USD-2,182,90-2,41-0,5124/01/2020
OSE Statsobligasjonsind 3.00-0,67-1,24-2,56-1,6924/01/2020
MSCI Turkey NR EUR7,686,14-2,73-10,5024/01/2020
OSE Statsobligasjonsind 0.25-1,06-1,39-2,84-1,9124/01/2020
OSE Statsobligasjonsind 1.00-1,04-1,47-2,87-1,9324/01/2020
Morningstar Lng/Shrt Cmdty TR USD-2,65-2,49-2,95-2,4324/01/2020
Morningstar Lng/Flt Cmdty TR USD-2,96-1,59-3,24-2,2424/01/2020
FTSE SEK EuroDep 3 Mon SEK-0,40-2,73-3,88-2,9424/01/2020
FTSE Swedish GBI 1-3 Yr SEK-0,45-3,23-3,93-2,7524/01/2020
Morningstar Lng/Shrt Cmdty ER USD-2,75-4,51-4,53-3,4524/01/2020
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-2,33-0,54-5,48-2,6125/01/2020
FTSE/JSE SA Listed Property TR ZAR-3,72-7,11-8,35-4,8324/01/2020
Morningstar Agriculture Cmdty TR USD-0,09-1,57-9,76-5,9324/01/2020
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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