Morningstar

Markedsindeks: Totalavkastning

Indeks

En lang rekke globale referanseindekser med løpende avkastning (i år, 1 år, 3 år, 5 år) – indekser fra MSCI, FTSE, Citigroup, Oslo Børs med mer. Flere av disse indeksene kan bli brukt som referanseindekser i vårt porteføljeverktøy.

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IndeksAvk. i år %1 År avkast. %3 År p.a. %5 år p.a. %Dato
S&P Global Clean Energy TR USD96,89101,2743,3122,5803.12.2020
MSCI World/Information Tech NR USD36,7538,9827,9125,1503.12.2020
Morningstar US Growth TR EUR39,2838,8126,5520,8503.12.2020
Morningstar US Large Growth TR EUR35,3835,8025,9920,4803.12.2020
Morningstar US Mid Growth TR EUR38,7436,5224,8720,0503.12.2020
Russell 1000 Growth TR USD33,0233,2724,1520,7203.12.2020
EMIX Global Mining Global Gold TR USD23,3726,6221,2423,8803.12.2020
MSCI Taiwan NR USD33,8237,4120,6220,6204.12.2020
MSCI ACWI Growth NR USD28,2828,6319,0816,5103.12.2020
Morningstar US Small Growth TR EUR30,9328,0818,6916,5903.12.2020
MSCI Sweden Small Cap NR SEK30,9933,3517,6213,1104.12.2020
DJ Islamic World TR USD23,5524,1517,4215,5703.12.2020
Morningstar US Large Cap TR EUR18,1818,3717,2416,1503.12.2020
MSCI Denmark NR DKK32,9131,7816,4311,1804.12.2020
Russell 1000 TR USD17,0917,0216,2515,4803.12.2020
Morningstar US Market TR GBP16,9316,7816,0015,3603.12.2020
Morningstar US Market TR USD16,9316,7816,0015,3603.12.2020
Morningstar US Market TR EUR16,9316,7816,0015,3603.12.2020
Russell 3000 TR USD16,7416,6515,7915,2103.12.2020
S&P 500 TR USD15,0415,1215,7515,2303.12.2020
Refinitiv Global CB TR USD29,0326,9315,3211,5703.12.2020
Morningstar US Large Core TR EUR14,9115,9714,3915,1703.12.2020
Refinitiv Global Hgd CB TR EUR36,6335,5114,2812,1103.12.2020
MSCI Nordic Countries Small Cap NR USD25,2727,5014,1912,5704.12.2020
MSCI World/Comm Services NR USD20,8619,0414,169,9703.12.2020
NASDAQ Biotechnology TR USD21,6317,7414,127,5303.12.2020
MSCI World/Health Care NR USD10,7910,2814,0810,5603.12.2020
NASDAQ OMX Copenhagen 20 PR DKK31,1029,6614,089,4404.12.2020
Morningstar US Mid Cap TR EUR14,2513,2313,7413,8803.12.2020
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR17,8316,5313,7211,5503.12.2020
Morningstar US Core TR EUR13,3213,8513,5714,3403.12.2020
S&P Global Water TR12,2413,0113,4313,4403.12.2020
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 257,4725,8012,9810,1409.02.2020
Tel Aviv SE Yeter- Rest of shares TR ILS23,1822,8312,9615,2803.12.2020
Russell Mid Cap TR USD12,8112,0912,7613,0303.12.2020
Fideuram Azionari America TR EUR15,8915,3712,4210,9502.12.2020
MSCI Golden Dragon NR USD23,9027,4212,2514,8103.12.2020
FTSE EPRA Nareit Switzerland TR EUR-7,85-6,2612,1611,0904.12.2020
MSCI World NR12,4312,2112,1612,0103.12.2020
Morningstar Metals Cmdty TR USD21,1620,3611,9010,5703.12.2020
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 257,1324,0611,729,9909.02.2020
MSCI ACWI NR12,5412,7511,6911,9903.12.2020
NASDAQ OMX Helsinki Benchmark Cap GR EUR19,5421,3811,6213,1304.12.2020
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR16,8217,9811,5810,6403.12.2020
DJ Global TR USD12,4712,6211,5712,0903.12.2020
Cat 50%Citi ESBI Indo&50%MSCI Indo NR4,4416,4311,469,0402.02.2020
MSCI China NR USD26,7831,7311,4014,6103.12.2020
Cat 25%Barclays US Agg TR&75%FTSE Wld TR11,7610,5411,3610,8603.12.2020
MSCI Switzerland NR CHF6,987,7211,339,1404.12.2020
MSCI Nordic Countries NR EUR21,7522,1311,339,5204.12.2020
Morningstar US Mid Core TR EUR9,768,7311,3012,0103.12.2020
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 257,0223,5011,289,8709.02.2020
FTSE EMU GBI 10+ Yr EUR19,4313,4311,109,8303.12.2020
Red Rocks Gbl Listed Private Eqty TR USD7,739,4211,0511,8803.12.2020
Morningstar China 50/50 NR USD16,9916,7410,8910,6303.12.2020
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR6,6322,3210,8410,8009.02.2020
MSCI Russia NR USD-17,19-12,7510,6913,9103.12.2020
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR5,0720,6310,6810,1409.02.2020
MSCI Europe Growth NR EUR10,5911,2410,488,9303.12.2020
MSCI Sweden NR SEK21,5122,0010,439,3304.12.2020
MSCI China A Onshore NR CNY35,9641,3310,234,7604.12.2020
Morningstar China Large Cap CNY29,4333,5710,215,9904.12.2020
Cat 50%Barclays US Agg TR&50%FTSE Wld TR10,477,9310,179,0203.12.2020
MSCI BRIC NR USD13,6117,239,8213,8703.12.2020
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR11,429,859,758,4403.12.2020
Russell 2000 TR USD11,7611,499,7511,7103.12.2020
MSCI AC Asia Ex Japan NR USD19,3722,009,6112,8903.12.2020
MSCI AC Asia Pac Ex JPN NR USD17,0818,839,4912,4103.12.2020
Morningstar US Mid Core PR EUR8,086,849,4210,0603.12.2020
MSCI World/Materials NR USD15,4115,999,3613,4403.12.2020
Morningstar Asia 50/50 NR USD12,7611,289,259,5903.12.2020
Euronext AEX All Share TR EUR13,8013,769,2511,7704.12.2020
MSCI World/Utilities NR USD2,822,869,2010,3103.12.2020
Morningstar EU Agg Gbl Tgt Alloc NR EUR10,199,939,159,6203.12.2020
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR11,029,139,077,5103.12.2020
MSCI Korea NR USD35,6446,169,0014,5204.12.2020
MSCI ACWI SMID NR USD10,4810,228,9610,4803.12.2020
BBgBarc US Corp Bond TR USD8,904,158,957,1603.12.2020
Morningstar US Small Cap TR EUR9,428,498,9110,9303.12.2020
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR4,0515,498,907,5509.02.2020
MSCI AC Asia Pacific NR USD15,0614,548,7910,8603.12.2020
Cat 75%Barclays US Agg TR&25%FTSE Wld TR8,784,978,767,0403.12.2020
BBgBarc Gbl Agg Corp TR Hdg CHF14,8011,598,756,4003.12.2020
MSCI Germany Small Cap NR EUR18,6020,948,7113,9404.12.2020
Morningstar UK Adv Tgt Alloc NR GBP6,256,848,458,5703.12.2020
MSCI Europe ex UK Small Cap NR EUR14,8516,758,4410,8403.12.2020
Cat 50%Citi PolishGBI&50%MSCI Poland NR2,222,438,424,7709.02.2020
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd15,2614,498,407,5203.12.2020
BBgBarc Gbl Agg Corp 0901 TR Hdg USD7,272,638,236,6703.12.2020
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd5,3116,978,146,7509.02.2020
NASDAQ OMX Helsinki 25 PR EUR16,4818,348,109,0504.12.2020
MSCI EM NR12,9316,407,9511,8103.12.2020
ICE BofA AsianDollar HYCp CN Is TR USD7,013,397,917,9503.12.2020
MSCI Australia NR USD5,334,977,899,8004.12.2020
Tel Aviv SE TA 125 TR ILS-2,70-4,507,866,0703.12.2020
Markit iBoxx ALBI TR USD8,115,787,776,3604.12.2020
BBgBarc US Corporate High Yield TR USD5,352,977,778,3403.12.2020
FTSE/JSE ALB 1-3 Yr TR ZAR1,992,627,768,4504.12.2020
Russell 1000 Value TR USD0,340,007,729,7703.12.2020
BBgBarc Gbl Agg Corp TR USD9,094,847,686,5203.12.2020
Morningstar EU Mod Gbl Tgt Alloc NR EUR11,079,337,647,8703.12.2020
BBgBarc Gbl Infl Linked US TIPS TR USD9,404,397,605,3903.12.2020
JPM CEMBI Broad Diversified TR USD5,491,897,577,2303.12.2020
MSCI Europe SMID NR EUR8,4310,447,578,4503.12.2020
Morningstar US Large Val TR EUR-2,26-3,037,5410,4003.12.2020
Athens Exchange Athex Composite TR-4,59-4,337,5410,9104.12.2020
FTSE/JSE All Bond TR ZAR-2,50-0,727,477,8204.12.2020
BBgBarc Gbl Infl Linked TR Hdg USD7,752,367,476,3303.12.2020
BBgBarc Global Aggregate TR Hdg CHF12,198,777,424,7903.12.2020
ICE BofA Gbl HY Constnd TR USD6,023,597,408,2003.12.2020
MSCI Portugal NR EUR7,398,897,3310,2604.12.2020
Morningstar UK Mod Adv Tgt Alloc NR GBP5,024,887,306,5403.12.2020
Markit iBoxx ALBI Singapore TR SGD8,155,297,265,9704.12.2020
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR9,787,117,245,1003.12.2020
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR9,2710,157,249,3003.12.2020
Fideuram Azionari Internazionale TR EUR8,017,557,228,0002.12.2020
MSCI Europe Small Cap NR EUR8,0110,867,188,7003.12.2020
Morningstar EU Agg Tgt Alloc NR EUR6,917,187,187,8203.12.2020
Tel Aviv SE Gov Bond - CPI Linked TR ILS5,361,997,176,4803.12.2020
BBgBarc US Agg Bond TR USD6,701,707,144,9503.12.2020
JPM Asia Credit TR USD5,271,347,136,0404.12.2020
Markit iBoxx ALBI China Offshore TR CNH9,816,837,054,8104.12.2020
Tel Aviv SE All Gov Bond TR ILS5,862,397,016,5403.12.2020
Morningstar UK Mod Tgt Alloc NR GBP5,864,807,005,3703.12.2020
FTSE WBIG Eastern Europe EUR9,546,227,006,6303.12.2020
OSE Oslo Børs Mutual Fund TR NOK2,676,476,979,1504.12.2020
ICE BofA Sterling HY TR GBP5,484,046,964,8203.12.2020
MSCI Europe Ex UK NR EUR7,448,046,957,8703.12.2020
FTSE US GBI USD7,362,446,904,2704.12.2020
BBgBarc Global Aggregate TR Hdg USD4,72-0,086,855,0003.12.2020
TOPIX TR JPY10,127,086,829,0304.12.2020
Markit iBoxx GBP NonGilts TR7,944,846,783,8504.12.2020
Morningstar US Small Core TR EUR1,641,016,789,7603.12.2020
BBgBarc Gbl Infl Linked TR USD10,245,646,765,5003.12.2020
BBgBarc Sterling Agg TR GBP7,854,026,723,5403.12.2020
JPM EMBI Global Diversified TR USD3,511,356,677,2103.12.2020
BBgBarc Gbl Agg Corp TR Hdg GBP8,345,546,673,1903.12.2020
FTSE Act UK Cnvt Gilts All Stocks TR GBP7,593,606,643,1804.12.2020
Tel Aviv SE Gen Bond CPI Linked TR ILS4,641,156,636,7503.12.2020
Morningstar EU Mod Tgt Alloc NR EUR9,137,686,606,8903.12.2020
Tel Aviv SE All Bond5,311,886,606,7303.12.2020
BBgBarc Global Aggregate TR USD7,873,456,535,2403.12.2020
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR14,6810,876,496,8203.12.2020
MSCI India NR USD8,435,286,489,6904.12.2020
Morningstar US Value TR EUR-3,05-3,586,469,8103.12.2020
S&P Global Agribusiness Equity TR USD6,237,726,398,5503.12.2020
FTSE EMU GBI EUR13,118,636,366,1003.12.2020
Morningstar UK Mod Caut Tgt Alloc NR GBP5,853,976,323,8103.12.2020
Markit iBoxx ALBI Hong Kong TR HKD7,132,686,223,7604.12.2020
Euronext Paris CAC 40 NR EUR3,113,266,228,8504.12.2020
MSCI World High Dividend Yield NR USD-1,88-2,426,168,1803.12.2020
MSCI Pacific Ex Japan NR USD3,011,586,168,9503.12.2020
BBgBarc Gbl Infl Linked TR Hdg GBP9,135,586,143,0803.12.2020
MSCI EAFE NR USD4,774,346,117,2003.12.2020
STOXX Europe 600 NR EUR3,764,976,046,7403.12.2020
MSCI EMU Small Cap NR EUR9,7510,636,029,6703.12.2020
JPM ACI Non Investment Grade TR USD3,03-0,135,956,5404.12.2020
Morningstar EU Cau Gbl Tgt Alloc NR EUR11,348,095,925,9703.12.2020
Morningstar UK Cau Tgt Alloc NR GBP6,293,455,882,6603.12.2020
MSCI Canada NR USD3,402,545,888,9803.12.2020
ICE BofA Gbl HY Constnd TR HGBP5,314,525,874,5303.12.2020
Euronext Paris SBF 120 NR EUR3,573,605,868,7804.12.2020
FTSE Polish GBI PLN9,246,235,856,3003.12.2020
BBgBarc Gbl Infl Linked TR Hdg EUR15,3210,715,846,5703.12.2020
Morningstar DM Europe 100 GR EUR2,632,695,836,5904.12.2020
ICE BofA Gbl HY Constnd TR HEUR11,679,995,828,3403.12.2020
JPM CEMBI Broad Diversified Hdg TR EUR12,689,965,817,3803.12.2020
BBgBarc Pan Euro Agg TR EUR11,076,985,805,2503.12.2020
MSCI EMU SMID NR EUR8,608,845,789,1003.12.2020
BBgBarc Euro Agg Bond TR EUR12,057,825,745,7703.12.2020
Morningstar EU Cau Tgt Alloc NR EUR10,787,635,665,7403.12.2020
BBgBarc Pan Euro HY Euro TR EUR10,027,775,637,5403.12.2020
FTSE EPRA Nareit Developed Europe TR EUR-5,31-4,505,605,4404.12.2020
MSCI Europe NR2,583,755,526,4903.12.2020
FTSE Japanese GBI JPY3,26-1,085,495,4703.12.2020
BBgBarc Global Aggregate TR Hdg GBP6,143,135,481,6903.12.2020
Morningstar Eurozone 50 GR EUR6,105,355,447,6804.12.2020
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd13,2810,915,304,5703.12.2020
FTSE Swiss GBI CHF8,204,785,242,6003.12.2020
BBgBarc Global Aggregate TR Hdg EUR12,128,115,205,2103.12.2020
Fideuram Azionari Paesi Emergenti TR EUR9,9013,885,038,3202.12.2020
FTSE Italia AllShare TR EUR3,862,575,036,5104.12.2020
JPM GBI-EM Global Diversified TR USD0,56-0,044,996,3103.12.2020
MSCI EMU NR EUR5,345,614,987,2603.12.2020
BBgBarc Euro Agg Corps TR EUR10,747,194,965,8203.12.2020
Fideuram Bilanciati TR EUR8,506,914,894,8702.12.2020
BBgBarc Euro Infln Lkd TR EUR11,077,384,885,3203.12.2020
JPM EMBI Global Diversified Hedge TR EUR10,409,194,827,2703.12.2020
MSCI Europe High Div Yld NR EUR-4,59-2,594,745,2303.12.2020
Refinitiv Europe CB TR EUR11,108,544,734,5204.12.2020
Fideuram Azionari Pacifico TR EUR9,338,934,706,5702.12.2020
BBgBarc US Aggregate 1-3 Yr TR USD2,53-1,824,682,6703.12.2020
STeFI Composite ZAR-3,48-2,854,606,3304.12.2020
FTSE EPRA Nareit United States TR USD-9,37-13,354,594,9904.12.2020
Morningstar US Mid Val TR EUR-5,02-5,044,528,9703.12.2020
Fideuram Obbl Misti TR EUR10,678,214,524,5002.12.2020
FTSE Swiss GBI 1-3 Yr CHF7,764,994,472,0703.12.2020
MSCI Emerging Markets SMID NR USD8,5311,004,457,7203.12.2020
Fideuram Obbl Eur Govt M/L Temn TR EUR11,778,714,434,3702.12.2020
FTSE CHF EuroDep 1 Mon CHF7,895,634,341,9804.12.2020
FTSE EPRA Nareit Global TR USD-9,78-11,604,265,6704.12.2020
MSCI AC Asia Ex JPN Small NR USD19,6820,174,236,9403.12.2020
STeFI 3 Month NCD ZAR-4,01-3,414,185,9204.12.2020
Fideuram Bilanciati Obblig TR EUR8,996,814,164,5402.12.2020
Tel Aviv SE Makams T-Bill TR ILS5,361,684,154,0503.12.2020
Fideuram Azionari Area Euro TR EUR7,988,744,144,5602.12.2020
MSCI ACWI Value NR USD-2,75-2,654,147,2503.12.2020
Markit iBoxx GBP NonGilts 1-5 TR4,481,574,100,7804.12.2020
S&P Global Infrastructure TR USD-6,89-6,323,998,2703.12.2020
BBgBarc Global Aggregate TR Hdg NOK4,794,493,993,7203.12.2020
FTSE EPRA Nareit Developed Asia TR USD-10,19-11,853,825,6704.12.2020
Fideuram Obbl Euro Corp IG TR EUR9,626,813,814,8702.12.2020
ICE BofA USD 3M Dep OR CM TR USD1,06-2,913,782,1204.12.2020
MSCI AC Asia Pacific ex Japan HDY NR USD-1,200,613,767,4103.12.2020
S&P Global Natural Resources TR USD-2,63-0,363,699,9703.12.2020
FTSE USD EuroDep 3 Mon USD0,72-3,233,652,0804.12.2020
FTSE Small Cap Ex Invest Trust TR GBP2,808,213,634,4904.12.2020
Fideuram Obbl Eur Govt Breve Temn TR EUR9,827,023,423,4402.12.2020
FTSE EPRA Nareit Eurozone TR EUR-2,94-3,723,357,4204.12.2020
FTSE 250 Ex Investment Trust TR GBP-8,26-5,323,342,7904.12.2020
FSE DAX TR EUR8,566,323,267,2904.12.2020
BBgBarc Euro Agg Corp 1-3 Yr TR EUR8,675,333,173,6503.12.2020
Vietnam VN Index6,481,632,9612,3504.12.2020
FTSE Swedish GBI SEK11,538,072,932,3503.12.2020
BBgBarc Sterling Agg 1-3 Yr TR GBP2,920,442,91-0,5703.12.2020
FTSE Danish GBI 3-5 Yr DKK8,554,822,833,3204.12.2020
Hang Seng HSI GR HKD-1,223,002,798,2604.12.2020
BBgBarc Euro Agg 1-3 Yr TR EUR8,134,742,713,0703.12.2020
FTSE AllSh TR GBP-7,71-5,792,633,5604.12.2020
BBgBarc Euro Agg Govt 1-3 Yr TR EUR7,974,572,592,9303.12.2020
Euronext BEL 20 NR EUR3,302,062,495,8404.12.2020
MSCI EM Europe NR EUR-17,52-14,532,497,2303.12.2020
FTSE GBP EuroDep 3 Mon GBP2,07-0,982,45-1,1004.12.2020
EONIA Capitalisé 360j TR EUR7,774,772,292,7602.12.2020
Fideuram Azionari Italia TR EUR-1,50-2,372,284,1902.12.2020
MSCI World/Financials NR USD-5,17-4,962,266,7803.12.2020
FTSE EUR EuroDep 3 Mon EUR7,444,062,152,4303.12.2020
FTSE Danish GBI 1-3 Yr DKK7,934,482,102,4804.12.2020
MSCI Brazil NR USD-23,31-18,781,9512,7503.12.2020
OSE Statsobligasjonsind 3.003,673,371,691,4204.12.2020
Morningstar Shrt-Only Cmdty TR USD-0,08-8,881,68-2,2003.12.2020
MSCI Frontier Markets GR USD-2,45-2,971,686,2303.12.2020
MSCI Frontier Markets NR USD-2,66-3,171,425,8903.12.2020
Euronext Paris CAC Mid&Small NR EUR6,256,331,308,2504.12.2020
BBgBarc Gbl Infl Linked Sweden TR USD7,233,531,252,0103.12.2020
Morningstar US Small Val TR EUR-2,82-2,451,236,1303.12.2020
FTSE SEK EuroDep 3 Mon SEK10,497,701,200,3003.12.2020
FTSE/JSE All Share TR ZAR-1,702,231,066,3004.12.2020
OSE Statsobligasjonsind 1.001,481,560,990,8304.12.2020
FTSE Swedish GBI 1-3 Yr SEK10,307,460,970,3603.12.2020
OSE Statsobligasjonsind 0.250,610,750,780,6704.12.2020
MSCI AC ASEAN NR USD-6,96-7,490,565,3704.12.2020
MSCI Singapore NR SGD-8,46-8,770,515,9704.12.2020
MSCI Thailand NR THB-10,91-12,030,508,8304.12.2020
MSCI Indonesia NR IDR-9,77-8,920,336,3604.12.2020
Morningstar Agriculture Cmdty TR USD7,919,000,28-1,9303.12.2020
Morningstar Lng/Flt Cmdty TR USD-3,77-4,820,21-1,5003.12.2020
MSCI Europe Value NR EUR-6,22-4,620,163,7103.12.2020
S&P Mid-East and Africa BMI TR USD-4,85-1,70-0,094,1003.12.2020
Morningstar Shrt/Flt Cmdty TR USD-3,39-9,38-0,13-1,9703.12.2020
MSCI EM Latin America NR USD-17,70-13,43-0,197,1303.12.2020
Morningstar Lng/Shrt Cmdty TR USD-7,84-10,19-1,09-3,3803.12.2020
BME IBEX 35 NR EUR-3,63-3,20-1,142,1104.12.2020
Morningstar Lng-Only Cmdty TR USD-14,47-13,27-1,88-0,4003.12.2020
FTSE 100 PR GBP-11,69-10,16-1,99-0,7004.12.2020
Morningstar Lng/Shrt Cmdty ER USD-8,27-10,73-2,58-4,4603.12.2020
S&P Pan Africa TR-9,42-4,77-2,663,2003.12.2020
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR-4,76-1,45-3,210,0210.02.2020
MSCI Austria NR EUR-8,38-8,74-6,716,1404.12.2020
MSCI Poland NR EUR-13,92-13,76-7,782,4803.12.2020
Morningstar Livestock Cmdty TR USD-23,21-25,52-10,15-4,5003.12.2020
Morningstar Energy Cmdty TR USD-41,20-39,17-10,18-5,1803.12.2020
MSCI World/Energy NR USD-31,12-29,56-10,75-3,6803.12.2020
MSCI Turkey NR EUR-20,83-21,93-14,54-8,8203.12.2020
FTSE/JSE SA Listed Property TR ZAR-42,15-43,10-22,29-9,9104.12.2020
Indekser fra en lang rekke velkjente leverandører av referanseindekser slik som: MSCI, FTSE, Citigroup og JP Morgan med 1 år, 3 år og 5 år avkastning.

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Morningstar Rating for aksjer gis på grunnlag av en analytikers estimat av en aksjes virkelige verdi. Det er en beregning/mening og ikke et faktum. Morningstar gir stjerne-ratinger på grunnlag av en analytikers estimat av en aksjes virkelige verdi, som baseres på fire komponenter: (1) vår vurdering av selskapets økonomiske vollgrav (en: Economic Moat), (2) vårt estimat av aksjens virkelige verdi, (3) usikkerheten vi knytter til estimatet av virkelig verdi og (4) den nåværende markedskursen. Denne prosessen kulminerer i en enkelt-punkts stjerne-rating som oppdateres daglig. 5 stjerner representerer analytikernes tro på at aksjen utgjør en god verdi til nåværende kurs, i motsetning til 1 stjerne. Hvis våre grunnleggende antagelser stemmer, vil markedskursen med tiden konvergere med virkelig verdi-estimatet, vanligvis innen tre år. Investeringer i verdipapirer er underlagt markedsrisiko og andre risikoer. Et verdipapirs tidligere utvikling kan kanskje, eller kanskje ikke, fortsette inn i fremtiden, og historien er ingen indikasjon på fremtidig utvikling. Hvis du vil ha detaljert informasjon om Morningstars rating for aksjer, kan du besøke

Et Quantitative Fair Value Estimate representerer Morningstars estimat av verdi per aksje som egenkapitalen til et selskap er verdt i dag. Et Quantitative Fair Value Estimate er basert på en statistisk modell som avledes av estimatet av virkelige verdi som Morningstars aksjeanalytikere utarbeider for selskaper, og som omfatter en økonomisk prognose for selskapet. Quantitative Fair Value Estimate beregnes daglig. Det er en beregning/mening og ikke et faktum. Investeringer i verdipapirer er underlagt markedsrisiko og andre risikoer. Et verdipapirs tidligere utvikling kan kanskje, eller kanskje ikke, fortsette inn i fremtiden, og er ingen indikasjon på fremtidig utvikling. Hvis du vil ha detaljert informasjon om Quantiative Fair Value Estimate, kan du besøke denne siden.