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
Fideuram Azionari America TR EUR12059,0813112,84424,67183,0221/09/2021
Fideuram Azionari Internazionale TR EUR11699,9712902,05403,73174,0721/09/2021
Fideuram Azionari Area Euro TR EUR11317,4012969,14395,21168,2621/09/2021
Fideuram Azionari Paesi Emergenti TR EUR10314,8311694,74393,68165,8321/09/2021
Fideuram Azionari Italia TR EUR11619,9513399,70389,43175,9121/09/2021
Fideuram Azionari Pacifico TR EUR10535,1011459,79387,96164,1821/09/2021
Fideuram Bilanciati TR EUR10662,1711292,76386,23161,3321/09/2021
Fideuram Bilanciati Obblig TR EUR10267,8510649,38378,97157,6521/09/2021
Fideuram Obbl Misti TR EUR10008,3510244,08377,70155,2421/09/2021
Fideuram Obbl Eur Govt M/L Temn TR EUR9740,879883,30373,05152,6221/09/2021
Fideuram Obbl Euro Corp IG TR EUR9876,2310042,97371,92153,5821/09/2021
Fideuram Obbl Eur Govt Breve Temn TR EUR9853,3510009,62368,86151,9221/09/2021
S&P Global Clean Energy TR USD-16,1836,4939,9520,9024/09/2021
MSCI World/Information Tech NR USD26,2841,8928,7927,2824/09/2021
MSCI Taiwan NR USD25,2251,9326,4219,7824/09/2021
Morningstar US Growth TR EUR27,8343,1826,4124,3824/09/2021
Morningstar US Large Growth TR EUR29,3440,4825,8124,2424/09/2021
MSCI Denmark NR DKK23,6338,2925,2816,1324/09/2021
Russell 1000 Growth TR USD24,9738,4224,4022,8924/09/2021
Morningstar US Mid Growth TR EUR20,4042,4824,1421,7324/09/2021
NASDAQ OMX Copenhagen 20 PR DKK23,0035,5922,7914,3324/09/2021
MSCI Sweden Small Cap NR SEK22,0942,7022,3415,3124/09/2021
S&P Global Water TR30,6047,9121,4915,4324/09/2021
MSCI World/Comm Services NR USD25,8542,6420,7110,8424/09/2021
MSCI ACWI Growth NR USD19,1432,7720,2917,6124/09/2021
MSCI China A Onshore NR CNY5,5018,6320,067,5624/09/2021
EMIX Global Mining Global Gold TR USD-11,59-19,9219,863,3723/09/2021
DJ Islamic World TR USD19,7632,0618,8116,3224/09/2021
Morningstar US Large Cap TR EUR24,6037,0718,6017,6724/09/2021
MSCI India NR USD35,1462,5118,1612,3624/09/2021
Russell 1000 TR USD24,4639,6217,9416,9424/09/2021
Morningstar US Market TR GBP24,1739,9717,6416,7624/09/2021
Morningstar US Market TR USD24,1739,9717,6416,7624/09/2021
Morningstar US Market TR EUR24,1639,9717,6416,7624/09/2021
Tel Aviv SE Yeter- Rest of shares TR ILS16,2941,1517,5011,9823/09/2021
S&P 500 TR USD25,2238,4217,4916,7224/09/2021
Russell 3000 TR USD24,1340,4817,4616,6524/09/2021
MSCI Russia NR USD33,9153,9217,2314,8524/09/2021
Morningstar China Large Cap CNY5,1717,5517,049,0024/09/2021
Morningstar US Large Core TR EUR22,5235,2016,9815,9424/09/2021
MSCI Nordic Countries Small Cap NR USD19,8443,2916,5013,8224/09/2021
Morningstar US Core TR EUR22,2037,0816,3015,1324/09/2021
Morningstar US Mid Cap TR EUR23,8945,2316,1715,0024/09/2021
Red Rocks Gbl Listed Private Eqty TR USD29,4661,2215,6415,3624/09/2021
MSCI Nordic Countries NR EUR22,7038,0315,5312,7124/09/2021
Russell Mid Cap TR USD24,1646,6515,5314,2024/09/2021
Refinitiv Global CB TR USD9,6123,8815,4111,0624/09/2021
Morningstar US Mid Core TR EUR24,4743,5315,3113,3624/09/2021
MSCI Sweden NR SEK23,7741,6615,0311,9724/09/2021
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR23,5338,1114,8412,9323/09/2021
Morningstar US Small Growth TR EUR8,9738,8714,8416,6524/09/2021
MSCI Europe Growth NR EUR21,2430,9114,5411,5024/09/2021
MSCI World NR USD21,8036,0014,4413,4424/09/2021
MSCI AC Asia Ex JPN Small NR USD24,7345,9514,039,0024/09/2021
MSCI World/Health Care NR USD19,9625,5613,8511,9624/09/2021
DJ Global TR USD19,6635,0513,8312,8824/09/2021
MSCI ACWI NR USD19,4234,0813,8112,8024/09/2021
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR13,5323,4013,7911,5323/09/2021
Refinitiv Global Hgd CB TR EUR5,5523,7013,7410,6224/09/2021
FTSE Small Cap Ex Invest Trust TR GBP39,7388,9613,7210,9524/09/2021
MSCI Switzerland NR CHF13,3117,8013,6010,1724/09/2021
Morningstar US Mid Core PR EUR23,4241,7113,4911,5124/09/2021
Euronext AEX All Share TR EUR23,6944,0013,2912,7624/09/2021
MSCI Europe ex UK Small Cap NR EUR21,6643,8512,9212,8524/09/2021
MSCI Germany Small Cap NR EUR16,7639,9812,8614,5324/09/2021
NASDAQ Biotechnology TR USD16,7728,8512,8610,8124/09/2021
Cat 25%Barclays US Agg TR&75%FTSE Wld TR16,3125,7912,4710,8823/09/2021
MSCI ACWI SMID NR USD20,7843,3112,2511,5424/09/2021
NASDAQ OMX Helsinki Benchmark Cap GR EUR20,8431,3711,9512,8724/09/2021
Morningstar US Mod Tgt Alloc NR USD14,1220,8911,549,8323/09/2021
MSCI Europe Small Cap NR EUR21,7046,8911,5211,5824/09/2021
MSCI Emerging Markets SMID NR USD19,0739,6511,497,9224/09/2021
Tel Aviv SE TA 125 TR ILS24,3951,2411,4610,3423/09/2021
Russell 2000 TR USD19,7055,4311,3212,8724/09/2021
Vietnam VN Index29,6450,5211,3013,4824/09/2021
FTSE EPRA Nareit Switzerland TR EUR5,109,6911,107,2824/09/2021
S&P Global Agribusiness Equity TR USD20,3240,1911,059,2724/09/2021
MSCI Frontier Markets GR USD24,4530,0111,029,1324/09/2021
Athens Exchange Athex Composite TR9,6843,3811,0111,3524/09/2021
MSCI Europe SMID NR EUR19,3041,1510,9410,8624/09/2021
MSCI World/Materials NR USD12,9126,5010,9311,2124/09/2021
MSCI EMU Small Cap NR EUR21,9845,1910,8711,8524/09/2021
MSCI Korea NR USD-0,5934,1810,8310,2224/09/2021
MSCI EM Europe NR EUR26,6648,1810,788,8424/09/2021
MSCI Frontier Markets NR USD24,1329,6310,738,8224/09/2021
Russell 1000 Value TR USD23,8640,8810,7310,5424/09/2021
Morningstar US Small Cap TR EUR19,7652,7610,6411,7624/09/2021
Morningstar EU Agg Gbl Tgt Alloc NR EUR15,7827,8510,619,9223/09/2021
MSCI Canada NR USD24,3436,8910,598,8024/09/2021
FTSE EPRA Nareit United States TR USD31,5246,5510,565,0824/09/2021
MSCI Europe Ex UK NR EUR18,1232,1810,479,8524/09/2021
Cat 50%Barclays US Agg TR&50%FTSE Wld TR11,7716,2410,398,0323/09/2021
Morningstar Eurozone 50 GR EUR20,4336,4010,379,9324/09/2021
Morningstar UK Adv Tgt Alloc NR GBP17,4431,6610,269,7123/09/2021
MSCI Golden Dragon NR USD-3,367,6310,099,6224/09/2021
MSCI AC Asia Ex Japan NR USD1,6917,679,959,0724/09/2021
MSCI AC Asia Pac Ex JPN NR USD3,0719,539,858,8824/09/2021
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd12,7322,739,737,5023/09/2021
FTSE Italia AllShare TR EUR20,6741,049,6712,8924/09/2021
MSCI World/Utilities NR USD5,9912,959,546,5124/09/2021
Morningstar DM Europe 100 GR EUR18,4630,639,468,3224/09/2021
MSCI AC Asia Pacific NR USD6,5221,399,458,7524/09/2021
MSCI EM NR USD4,0921,309,378,1624/09/2021
STOXX Europe 600 NR EUR18,2533,009,248,7824/09/2021
Morningstar EU Agg Tgt Alloc NR EUR16,0928,009,238,7223/09/2021
MSCI BRIC NR USD-2,149,759,208,4524/09/2021
Morningstar US Small Core TR EUR20,1349,119,189,9124/09/2021
MSCI Australia NR USD12,3432,489,138,0224/09/2021
Morningstar Asia 50/50 NR USD4,279,818,946,4123/09/2021
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR10,9018,538,867,7123/09/2021
Morningstar US Large Value TR EUR19,6533,718,799,9124/09/2021
FTSE/JSE All Bond TR ZAR11,0931,178,796,0824/09/2021
MSCI EMU SMID NR EUR16,8036,678,7810,5524/09/2021
MSCI World/Financials NR USD29,9957,488,7210,9424/09/2021
Euronext Paris CAC 40 NR EUR21,4241,858,7110,3924/09/2021
Morningstar UK Mod Adv Tgt Alloc NR GBP14,2425,738,687,6323/09/2021
Tel Aviv SE Gov Bond - CPI Linked TR ILS8,8712,968,635,5123/09/2021
MSCI Europe NR EUR18,0732,628,598,4024/09/2021
Morningstar US Value TR EUR22,1439,858,579,6924/09/2021
MSCI EAFE NR USD15,9529,988,518,2524/09/2021
MSCI EMU NR EUR18,3535,118,459,1524/09/2021
TOPIX TR JPY14,4124,608,438,7224/09/2021
FTSE 250 Ex Investment Trust TR GBP25,3359,328,378,0424/09/2021
Tel Aviv SE Gen Bond CPI Linked TR ILS9,9815,258,205,9223/09/2021
Cat 75%Barclays US Agg TR&25%FTSE Wld TR7,387,298,115,1123/09/2021
Bloomberg US Corp Bond TR USD3,971,708,063,8924/09/2021
Bloomberg Gbl Infl Linked TR Hdg GBP8,3512,718,023,7623/09/2021
NASDAQ OMX Helsinki 25 PR EUR19,1828,638,029,4224/09/2021
ICE BofA Sterling HY TR GBP9,6118,908,006,2423/09/2021
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 254,1820,818,006,5109/02/2020
Morningstar US Mid Val TR EUR26,8949,417,989,1524/09/2021
FSE DAX TR EUR13,2223,207,947,8924/09/2021
FTSE/JSE ALB 1-3 Yr TR ZAR7,4020,257,915,9524/09/2021
Morningstar UK Mod Tgt Alloc NR GBP10,8819,727,876,1623/09/2021
Euronext Paris SBF 120 NR EUR20,1840,497,879,9624/09/2021
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR2,7211,757,745,0724/09/2021
Bloomberg Gbl Infl Linked US TIPS TR USD8,194,897,713,4624/09/2021
JPM CEMBI Broad Diversified TR USD6,435,777,634,3724/09/2021
S&P Mid-East and Africa BMI TR USD25,1136,947,533,9224/09/2021
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR8,3614,507,496,2823/09/2021
Morningstar EU Mod Gbl Tgt Alloc NR EUR8,6915,767,456,3723/09/2021
Morningstar US Con Tgt Alloc NR USD7,236,767,444,8623/09/2021
Bloomberg Gbl Agg Corp TR Hdg GBP4,539,267,423,5723/09/2021
Tel Aviv SE All Bond7,3011,517,385,3023/09/2021
MSCI World High Dividend Yield NR USD14,8624,287,387,1124/09/2021
ICE BofA Gbl HY Constnd TR HGBP8,6517,917,365,3423/09/2021
Bloomberg US Corporate High Yield TR USD9,5411,667,325,7524/09/2021
Tel Aviv SE All Gov Bond TR ILS5,458,547,304,7823/09/2021
Bloomberg Gbl Infl Linked TR Hdg USD7,864,917,273,5923/09/2021
FTSE EPRA Nareit Global TR USD20,0032,107,234,5524/09/2021
OSE Oslo Børs Mutual Fund TR NOK22,0552,597,1811,1024/09/2021
Bloomberg Gbl Infl Linked TR USD6,317,297,173,2824/09/2021
Morningstar US Small Val TR EUR31,4171,777,088,1524/09/2021
Bloomberg Euro Agg Govt 10+ Yr TR EUR-6,00-3,557,052,7624/09/2021
S&P Global Infrastructure TR USD12,7625,437,025,1224/09/2021
MSCI ACWI Value NR USD19,3835,287,017,7424/09/2021
MSCI Pacific Ex Japan NR USD9,2825,677,016,8024/09/2021
Bloomberg Gbl Agg Corp 0901 TR Hdg USD4,041,726,873,5523/09/2021
ICE BofA Gbl HY Constnd TR USD7,3210,386,845,3224/09/2021
Markit iBoxx ALBI China Offshore TR CNH7,618,486,823,8324/09/2021
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 253,8519,146,796,3609/02/2020
Morningstar China 50/50 NR USD-5,62-3,946,725,6823/09/2021
Morningstar EU Mod Tgt Alloc NR EUR8,9316,066,725,7823/09/2021
FTSE/JSE All Share TR ZAR16,6441,826,715,2923/09/2021
Morningstar UK Mod Caut Tgt Alloc NR GBP7,4813,876,684,3823/09/2021
FTSE EPRA Nareit Developed Europe TR EUR13,6630,386,586,0124/09/2021
Bloomberg Gbl Agg Corp TR USD2,822,156,473,2024/09/2021
Markit iBoxx GBP NonGilts TR1,837,416,452,9524/09/2021
JPM EMBI Global Diversified TR USD3,924,946,423,1524/09/2021
Markit iBoxx ALBI TR USD0,851,506,382,4824/09/2021
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 253,7618,606,386,2509/02/2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR0,8410,236,365,4902/02/2020
JPM Asia Credit TR USD3,940,456,192,8224/09/2021
MSCI China NR USD-13,49-5,986,177,5324/09/2021
MSCI Portugal NR EUR4,0221,566,087,9624/09/2021
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR3,3717,475,957,1509/02/2020
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR1,8615,845,806,5009/02/2020
Bloomberg US Agg Bond TR USD3,24-1,225,792,1524/09/2021
Morningstar UK Cau Tgt Alloc NR GBP4,188,275,782,8123/09/2021
Bloomberg Sterling Agg TR GBP-0,912,605,742,0224/09/2021
Bloomberg Gbl Agg Corp TR Hdg CHF-1,130,635,722,0523/09/2021
Euronext BEL 20 NR EUR15,9332,915,465,1724/09/2021
Bloomberg Global Aggregate TR Hdg GBP3,286,375,452,1224/09/2021
JPM CEMBI Broad Diversified Hdg TR EUR1,295,465,303,1224/09/2021
Bloomberg US Government TR USD2,32-3,595,291,4724/09/2021
FTSE Act UK Cnvt Gilts All Stocks TR GBP-1,711,035,271,5824/09/2021
Bloomberg Gbl Infl Linked TR Hdg EUR2,974,685,242,4823/09/2021
MSCI Europe High Div Yld NR EUR9,3223,775,095,2324/09/2021
STeFI Composite ZAR7,3220,015,044,0523/09/2021
Bloomberg Global Aggregate TR Hdg USD3,31-0,895,032,1124/09/2021
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd3,9110,355,032,6723/09/2021
MSCI Austria NR EUR39,9396,965,0011,7124/09/2021
Markit iBoxx ALBI Hong Kong TR HKD3,86-0,614,991,5124/09/2021
FTSE AllSh TR GBP18,6938,284,845,5524/09/2021
ICE BofA Gbl HY Constnd TR HEUR3,159,954,824,2024/09/2021
Bloomberg Gbl Agg Corp 0901 TR Hdg EUR-0,701,434,762,3723/09/2021
S&P Global Natural Resources TR USD21,4842,684,738,7824/09/2021
Markit iBoxx ALBI Singapore TR SGD-1,35-1,694,701,7224/09/2021
STeFI 3 Month NCD ZAR7,1519,644,633,6723/09/2021
Bloomberg Global Aggregate TR USD1,02-0,454,581,3024/09/2021
JPM ACI Non Investment Grade TR USD0,64-1,544,472,4324/09/2021
JPM GBI-EM Global Diversified TR USD-1,233,444,451,3824/09/2021
Bloomberg Pan Euro HY Euro TR EUR3,999,344,404,3924/09/2021
Euronext Paris CAC Mid&Small NR EUR16,3738,344,397,6924/09/2021
Bloomberg Euro Infln Lkd TR EUR4,467,544,342,6024/09/2021
Morningstar EU Cau Gbl Tgt Alloc NR EUR2,084,774,132,8023/09/2021
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR0,8810,904,104,0009/02/2020
FTSE EPRA Nareit Developed Asia TR USD10,9218,334,032,7924/09/2021
JPM EMBI Global Diversified Hedge TR EUR-1,184,544,011,8224/09/2021
MSCI AC Asia Pacific ex Japan HDY NR USD7,7321,243,994,6124/09/2021
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR2,194,913,982,6723/09/2021
Bloomberg Global Aggregate TR Hdg CHF-2,06-1,733,950,6224/09/2021
FTSE WBIG Eastern Europe EUR-0,580,443,912,6724/09/2021
Tel Aviv SE Makams T-Bill TR ILS4,527,263,892,4723/09/2021
Morningstar EU Cau Tgt Alloc NR EUR1,984,813,882,6423/09/2021
Markit iBoxx GBP NonGilts 1-5 TR4,327,933,861,9124/09/2021
Refinitiv Europe CB TR EUR2,238,043,642,9624/09/2021
Cat 50%Citi PolishGBI&50%MSCI Poland NR-0,90-1,633,641,3109/02/2020
MSCI Singapore NR SGD14,6631,803,595,8324/09/2021
MSCI Brazil NR USD-4,2720,593,432,2424/09/2021
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd2,0912,333,373,2209/02/2020
Bloomberg Pan Euro Agg TR EUR-1,82-0,123,261,3624/09/2021
S&P Pan Africa TR13,4935,173,221,8324/09/2021
Bloomberg Euro Agg Govt TR EUR-2,56-1,373,181,3424/09/2021
Bloomberg US Aggregate 1-3 Yr TR USD4,49-0,323,010,9724/09/2021
Bloomberg Euro Agg Bond TR EUR-2,04-0,752,881,3124/09/2021
Bloomberg Global Aggregate TR Hdg EUR-1,68-1,132,850,9324/09/2021
Bloomberg Euro Corp TR EUR-0,201,832,721,7224/09/2021
Bloomberg Sterling Agg 1-3 Yr TR GBP4,056,772,560,8424/09/2021
Bloomberg Global Aggregate TR Hdg NOK2,8410,352,430,2224/09/2021
FTSE EPRA Nareit Eurozone TR EUR6,4921,362,413,8824/09/2021
MSCI Europe Value NR EUR14,5933,982,264,9224/09/2021
FTSE GBP EuroDep 3 Mon GBP4,526,922,050,6924/09/2021
ICE BofA USD 3M Dep OR CM TR USD4,61-0,421,690,5724/09/2021
FTSE Swedish GBI SEK-2,303,361,63-0,8524/09/2021
ICE BofA AsianDollar HYCp CN Is TR USD-12,52-13,981,611,0223/09/2021
FTSE USD EuroDep 3 Mon USD4,52-0,541,500,4824/09/2021
Bloomberg Japanese Aggregate TR JPY-2,56-5,381,48-2,5324/09/2021
MSCI Indonesia NR IDR-3,1720,801,45-1,6424/09/2021
FTSE Polish GBI PLN-3,23-2,271,271,7524/09/2021
Bloomberg Gbl Infl Linked Sweden TR USD1,157,680,85-0,4624/09/2021
FTSE Swiss GBI 1-3 Yr CHF-0,78-1,180,77-0,7024/09/2021
Bloomberg Euro Agg Corp 1-3 Yr TR EUR0,260,890,670,5324/09/2021
FTSE CHF EuroDep 1 Mon CHF-0,77-1,130,61-0,7824/09/2021
BME IBEX 35 NR EUR11,6736,630,523,1024/09/2021
MSCI EM Latin America NR USD1,5929,270,481,4124/09/2021
FTSE SEK EuroDep 3 Mon SEK-1,114,690,47-1,4924/09/2021
FTSE Swiss GBI CHF-3,98-4,110,47-1,0124/09/2021
FTSE Swedish GBI 1-3 Yr SEK-1,264,540,20-1,6024/09/2021
Bloomberg Euro Agg 1-3 Yr TR EUR-0,26-0,090,180,0224/09/2021
FTSE Danish GBI 3-5 Yr DKK-0,87-1,030,07-0,0424/09/2021
Bloomberg Euro Agg Govt 1-3 Yr TR EUR-0,42-0,370,06-0,1124/09/2021
FTSE 100 PR GBP14,0629,44-0,320,6224/09/2021
EONIA Capitalisé 360j TR EUR-0,35-0,48-0,44-0,4122/09/2021
FTSE Danish GBI 1-3 Yr DKK-0,47-0,71-0,47-0,4824/09/2021
FTSE EUR EuroDep 3 Mon EUR-0,44-0,60-0,50-0,4724/09/2021
MSCI AC ASEAN NR USD3,2919,17-0,601,2624/09/2021
Hang Seng HSI GR HKD-5,315,36-0,792,8924/09/2021
MSCI Poland NR EUR16,4834,24-3,323,9324/09/2021
MSCI Turkey NR EUR-16,834,21-4,18-12,6424/09/2021
MSCI Thailand NR THB3,2021,90-4,612,5824/09/2021
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-7,34-5,02-7,29-3,3110/02/2020
FTSE/JSE SA Listed Property TR ZAR32,8787,71-7,45-7,4523/09/2021
MSCI World/Energy NR USD36,2862,62-7,79-1,2124/09/2021
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.
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