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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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El Rating de Estrellas de Morningstar para Acciones se asigna a partir de la estimación de un analista del precio objetivo de un valor. Es un pronóstico u opinión y no una constatación de hechos. Morningstar asigna ratings de estrellas a partir de la estimación de una analista sobre el precio objetivo de una acción. El Rating de Estrellas se basa en cuatro pilares: (1) análisis de la ventaja competitiva de la compañía, (2) estimación del precio objetivo de la acción, (3) nuestra incertidumbre sobre el precio objetivo estimado y (4) el precio de mercado actual. Este proceso culmina con un rating de una sola estrella que se actualiza diariamente. Un rating de cinco estrellas supone creer que la acción ofrece buen valor a su precio actual, mientras que un rating de una estrella no. Si nuestras hipótesis de escenario básico son ciertas, el precio del mercado convergirá con nuestra estimación del precio objetivo con el tiempo, por lo general en el plazo de tres años. Las inversiones en valores están sujetos al riesgo de mercado y otros riesgos. La rentabilidad histórica de un valor puede mantenerse o no en el futuro y no es ninguna indicación de la rentabilidad futura. Para obtener información detallada sobre el Rating de Estrellas de Morningstar para Acciones, visite

La Estimación Cuantitativa del Precio Objetivo constituye la estimación de Morningstar de la cantidad en dólares por acción del valor del patrimonio de la empresa a día de hoy. La Estimación Cuantitativa del Precio Objetivo se realiza a partir de un modelo estadístico derivado de la Estimación del Precio Objetivo que los analistas de acciones de Morningstar asignan a las empresas, lo que incluye una previsión financiera de la empresa. La Estimación Cuantitativa del Precio Objetivo se calcula diariamente. Es un pronóstico u opinión y no una constatación de hechos. Las inversiones en valores están sujetos al riesgo de mercado y otros riesgos. La rentabilidad histórica de un valor puede mantenerse o no en el futuro y no es ninguna indicación de la rentabilidad futura. Para obtener información detallada sobre la Estimación Cuantitativa del Precio Objetivo, visite