Velkommen til nye morningstar.no! Les mer om endringene og hvordan nye funksjoner hjelper deg til å oppnå investeringssuksess.

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.

×
IndeksAvk. i år %1 År avkast. %3 År p.a. %5 år p.a. %Dato
MSCI World/Information Tech NR USD47,7845,7026,6224,5320.11.2019
Morningstar US Large Growth TR EUR34,3933,1622,6820,6120.11.2019
MSCI Russia NR USD48,8346,0722,5818,3520.11.2019
Morningstar US Growth TR EUR36,4535,0421,8320,0120.11.2019
Russell 1000 Growth TR USD37,9135,5321,8120,8020.11.2019
FTSE Italia AllShare TR EUR34,1635,4120,7112,1020.11.2019
Athens Exchange Athex Composite TR52,3060,4320,084,3520.11.2019
Morningstar US Mid Growth TR EUR39,3436,6919,4618,0520.11.2019
MSCI ACWI Growth NR USD34,0931,9017,9316,4220.11.2019
Morningstar US Large Cap TR EUR33,3129,0717,8518,1520.11.2019
MSCI Taiwan NR USD36,4639,1117,3316,0620.11.2019
Fideuram Azionari Italia TR EUR29,0527,2617,1911,8914.11.2019
FTSE EPRA Nareit Switzerland TR EUR42,1244,1917,1218,5220.11.2019
S&P 500 TR USD33,2028,4317,1117,8020.11.2019
Russell 1000 TR USD33,3028,5116,9017,6120.11.2019
MSCI Germany Small Cap NR EUR26,4021,0116,8417,2120.11.2019
MSCI EM Europe NR EUR32,8533,6916,809,8320.11.2019
DJ Islamic World TR USD31,8229,2616,7715,6320.11.2019
Morningstar US Market TR GBP33,1328,1716,6817,5220.11.2019
Morningstar US Market TR USD33,1328,1716,6817,5220.11.2019
Morningstar US Market TR EUR33,1328,1716,6817,5220.11.2019
Russell 3000 TR USD32,8027,7316,4117,3820.11.2019
S&P Global Water TR34,9133,0516,3916,3520.11.2019
MSCI Denmark NR DKK27,2027,8816,1513,0620.11.2019
S&P Global Clean Energy TR USD37,4536,5716,119,7620.11.2019
Morningstar US Large Core TR EUR34,2026,9015,9517,1520.11.2019
Euronext Paris CAC 40 NR EUR30,0327,0915,9013,2920.11.2019
Morningstar US Small Growth TR EUR31,0126,2615,8716,9720.11.2019
Euronext Paris SBF 120 NR EUR28,7725,3915,6013,3020.11.2019
FTSE EPRA Nareit Developed Europe TR EUR27,2123,7215,5213,2320.11.2019
MSCI Switzerland NR CHF33,2230,6015,5211,8720.11.2019
MSCI World/Utilities NR USD24,4223,9015,4413,1920.11.2019
MSCI Thailand NR THB14,7315,1415,4211,4420.11.2019
FTSE EPRA Nareit Eurozone TR EUR22,3318,2115,3914,9720.11.2019
Morningstar US Core TR EUR34,7827,1715,3616,7720.11.2019
Vietnam VN Index18,2517,1315,2616,0020.11.2019
MSCI World/Health Care NR USD23,6120,4315,2313,9520.11.2019
MSCI Europe Growth NR EUR31,5129,2315,1712,4520.11.2019
MSCI Portugal NR EUR27,0325,7315,0310,5620.11.2019
Euronext AEX All Share TR EUR24,4521,0614,9913,3220.11.2019
MSCI Poland NR EUR-0,876,4014,993,2820.11.2019
MSCI Brazil NR USD17,3215,2514,9710,4620.11.2019
MSCI EMU Small Cap NR EUR27,0023,4714,9015,0420.11.2019
Red Rocks Gbl Listed Private Eqty TR USD35,6529,4414,8316,0420.11.2019
Morningstar US Mid Cap TR EUR34,2427,7314,7116,4120.11.2019
MSCI World NR29,7425,5514,6714,4620.11.2019
MSCI EMU SMID NR EUR27,0622,9514,6414,1420.11.2019
MSCI BRIC NR USD20,0720,2014,5912,1720.11.2019
Tel Aviv SE TA 125 TR ILS35,6526,2414,5813,0120.11.2019
DJ Global TR USD28,2324,6714,4114,2520.11.2019
MSCI ACWI NR28,2924,7614,3913,9820.11.2019
MSCI Singapore NR SGD19,6423,8514,309,5420.11.2019
Morningstar US Mid Core TR EUR35,7927,9714,2515,7920.11.2019
S&P Global Infrastructure TR USD29,3328,6414,0712,3920.11.2019
Morningstar Eurozone 50 GR EUR29,4126,5914,0110,9820.11.2019
MSCI China NR USD20,0519,1714,0013,6020.11.2019
Russell Mid Cap TR USD33,4327,1213,9915,6320.11.2019
MSCI Golden Dragon NR USD22,1322,9413,9513,7620.11.2019
MSCI India NR USD11,2617,5813,8910,1320.11.2019
NASDAQ OMX Helsinki Benchmark Cap GR EUR19,2816,1213,7615,0520.11.2019
MSCI Europe ex UK Small Cap NR EUR25,7122,6413,7514,9920.11.2019
Morningstar US Large Val TR EUR28,4723,1013,7415,8620.11.2019
MSCI Europe Ex UK NR EUR26,9824,1513,6511,0420.11.2019
Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR27,5323,0413,6414,7219.11.2019
FTSE EPRA Nareit Global TR USD28,1725,6313,6413,5820.11.2019
NASDAQ OMX Copenhagen 20 PR DKK24,1725,1613,4811,6320.11.2019
EMIX Global Mining Global Gold TR USD39,9153,3413,4616,5720.11.2019
MSCI Europe SMID NR EUR27,2823,5713,4412,9420.11.2019
MSCI Austria NR EUR18,835,5713,3813,1520.11.2019
MSCI EMU NR EUR26,1122,6913,3611,0820.11.2019
MSCI Europe Small Cap NR EUR26,8322,9913,3114,0220.11.2019
Cat 25%Barclays EurAgg TR&75%FTSE Wld TR24,4821,9913,1112,7619.11.2019
Cat 25%Barclays US Agg TR&75%FTSE Wld TR26,0623,8013,0413,6019.11.2019
MSCI AC Asia Ex Japan NR USD17,9919,6412,9811,9820.11.2019
Morningstar DM Europe 100 GR EUR27,0024,5412,979,7220.11.2019
STOXX Europe 600 NR EUR25,6422,9112,8710,3520.11.2019
Cat 50%Citi PolishGBI&50%MSCI Poland NR3,149,1512,835,0519.11.2019
Fideuram Azionari America TR EUR29,1020,1612,7913,2714.11.2019
MSCI AC Asia Pac Ex JPN NR USD19,5120,5612,7211,6720.11.2019
MSCI Europe NR25,0122,1612,7210,0820.11.2019
FTSE EPRA Nareit Developed Asia TR USD22,2425,0112,6711,8720.11.2019
Cat 50%MSCI WldFree NR&50%MSCI Sweden NR26,0223,1812,6611,4819.11.2019
MSCI World High Dividend Yield NR USD25,2221,1512,6612,5820.11.2019
MSCI Europe High Div Yld NR EUR23,9321,0312,489,7720.11.2019
MSCI EM NR17,5918,7212,4410,1120.11.2019
Morningstar US Value TR EUR27,6021,2812,4315,4120.11.2019
MSCI Nordic Countries NR EUR19,9319,9812,359,6220.11.2019
FTSE EPRA Nareit United States TR USD32,2125,7312,3214,3720.11.2019
Morningstar US Mid Core PR EUR33,7725,7712,3113,8020.11.2019
MSCI Sweden Small Cap NR SEK26,5528,1412,2615,7520.11.2019
MSCI EAFE NR USD24,3021,3112,1010,9720.11.2019
Russell 1000 Value TR USD28,7621,8812,0014,3620.11.2019
Euronext Paris CAC Mid&Small NR EUR20,8516,7111,9913,7920.11.2019
MSCI Australia NR USD26,4024,5011,9810,6520.11.2019
MSCI AC Asia Pacific NR USD21,1619,9511,9312,5220.11.2019
MSCI Pacific Ex Japan NR USD21,5322,2911,9011,0720.11.2019
Morningstar Energy Cmdty TR USD28,989,7411,88-4,9120.11.2019
MSCI World/Materials NR USD24,5520,9911,7311,5220.11.2019
FTSE 250 Ex Investment Trust TR GBP29,6724,0411,6010,5420.11.2019
Cat 25%Tel Aviv Bd&75%Tel Aviv SE TA 2528,3319,2911,3211,4919.11.2019
MSCI ACWI Small NR USD25,4019,9411,3013,5720.11.2019
MSCI World/Financials NR USD27,5220,3111,2312,6520.11.2019
OSE FXLT Mutual Fund Index Linked/TOTX14,739,1611,238,6620.11.2019
FSE DAX TR EUR27,2823,3211,0910,6020.11.2019
MSCI Nordic Countries Small Cap NR USD21,6619,9911,0914,4220.11.2019
TOPIX TR JPY23,3319,3010,9914,3921.11.2019
Euronext BEL 20 NR EUR25,7520,9810,9910,7220.11.2019
Beassa ALBI TR ZAR12,2913,5710,967,4920.11.2019
Cat 50%Barclays EurAgg TR&50%FTSE Wld TR19,1918,9010,9410,6819.11.2019
Fideuram Azionari Internazionale TR EUR25,2917,0810,9311,2914.11.2019
MSCI AC ASEAN NR USD12,8615,8310,917,7320.11.2019
FTSE AllSh TR GBP21,6818,6610,898,6620.11.2019
MSCI ACWI Value NR USD22,5817,8610,8611,5020.11.2019
Cat 50%Barclays US Agg TR&50%FTSE Wld TR22,1922,4210,7712,3219.11.2019
MSCI Hong Kong NR HKD12,9717,0510,7712,4920.11.2019
MSCI Korea NR USD11,3211,7810,7411,0820.11.2019
MSCI EM Latin America NR USD12,4812,1010,726,5120.11.2019
MSCI Frontier Markets GR USD19,4819,0410,687,6120.11.2019
Tel Aviv SE Yeter- Rest of shares TR ILS33,4022,9710,6619,6920.11.2019
MSCI World/Comm Services NR USD30,5127,9010,5210,6420.11.2019
Cat 75%Tel Aviv Bd&25%Tel Aviv SE TA 2524,9422,1110,5211,3919.11.2019
Cat 92.5%TA SE GC TR&7.5%TA SE GConv TR23,2321,6010,5112,0119.11.2019
FTSE EMU GBI 10+ Yr EUR20,3826,2110,4810,5320.11.2019
Morningstar US Small Cap TR EUR28,0319,8410,3614,1020.11.2019
MSCI Frontier Markets NR USD19,1318,6810,357,2220.11.2019
ICE BofAML Sterling HY TR GBP19,0117,5010,319,0520.11.2019
Morningstar US Small Core TR EUR31,8622,4210,3014,4020.11.2019
Beassa 1-3 Yr TR ZAR9,8510,7310,298,0020.11.2019
MSCI Sweden NR SEK21,3322,9710,228,5520.11.2019
MSCI AC Asia Pacific ex Japan HDY NR USD15,4216,8610,228,9420.11.2019
Cat 90%Tel Aviv Bd&10% Tel Aviv SE TA 2523,8922,8510,2111,2919.11.2019
Russell 2000 TR USD26,0617,5910,2014,5320.11.2019
MSCI Europe Value NR EUR18,4415,0710,187,5720.11.2019
Morningstar US Mid Val TR EUR27,0218,2710,1615,1820.11.2019
Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur17,5217,6710,158,7519.11.2019
Tel Aviv SE Gen Bond CPI Linked TR ILS23,4123,5310,1111,1720.11.2019
S&P Global Natural Resources TR USD16,7111,3110,068,7220.11.2019
Cat 40%Citi SwissGBI&60%MSCI Wld Free NR19,8318,7210,0211,2319.11.2019
Tel Aviv SE All Bond22,8723,029,9411,3120.11.2019
Cat 75%BofAML Twn Gvt TR&25%MSCI Twn NR16,2519,709,8611,5419.11.2019
TReuters Global CB TR USD19,3219,659,8310,7620.11.2019
FTSE Polish GBI PLN6,3610,249,806,4720.11.2019
NASDAQ OMX Helsinki 25 PR EUR13,1010,469,7010,5920.11.2019
Cat 50%JPM EMBI Plus TR&50%MSCI EM NR16,6618,899,6010,5519.11.2019
Fideuram Azionari Paesi Emergenti TR EUR14,4014,709,606,9914.11.2019
Tel Aviv SE All Gov Bond TR ILS22,9424,119,5710,9820.11.2019
Tel Aviv SE Gov Bond - CPI Linked TR ILS24,0725,149,5210,6620.11.2019
MSCI Canada NR USD30,7723,839,527,7020.11.2019
BME IBEX 35 NR EUR13,6011,719,284,8620.11.2019
TReuters Global Hedged CB TR EUR14,1514,119,247,5620.11.2019
Fideuram Azionari Area Euro TR EUR22,3616,589,118,6014.11.2019
FTSE/JSE All Share TR ZAR15,5518,489,076,3820.11.2019
NASDAQ Biotechnology TR USD24,7419,929,049,9920.11.2019
S&P Global Agribusiness Equity TR USD21,7815,258,989,2220.11.2019
FTSE WBIG Eastern Europe EUR11,1214,238,958,2520.11.2019
ICE BofAML Gbl HY Constnd TR HGBP17,6717,198,927,0520.11.2019
JPM GBI-EM Global Diversified TR USD15,6819,468,847,0420.11.2019
Morningstar EM Corp Bd TR USD19,0222,548,8412,0020.11.2019
Cat 50%Citi SwissGBI&50%MSCI Wld Free NR17,3217,168,8110,3919.11.2019
MSCI Emerging Markets SMID NR USD11,9714,188,767,9820.11.2019
ICE BofAML Gbl HY Constnd TR USD17,0117,558,7511,4720.11.2019
MSCI Indonesia NR IDR10,9315,828,738,7120.11.2019
Cat 75%Barclays EurAgg TR&25%FTSE Wld TR14,0115,728,738,5419.11.2019
Cat 50%Citi ESBI Indo&50%MSCI Indo NR17,6731,398,7211,4331.10.2019
BBgBarc US Corporate High Yield TR USD17,7217,398,5811,9420.11.2019
STeFI Composite ZAR9,608,268,577,1121.11.2019
BBgBarc Pan Euro HY Euro TR EUR11,6913,198,558,2120.11.2019
Cat 40%CitiSwGBI&30%MSCISw&30%MSCIWd15,2715,678,548,0619.11.2019
Fideuram Azionari Pacifico TR EUR18,2015,528,498,6814.11.2019
FTSE Small Cap Ex Invest Trust TR GBP14,7811,408,479,2520.11.2019
Markit iBoxx GBP NonGilts TR16,4718,318,467,2420.11.2019
Cat 75%Barclays US Agg TR&25%FTSE Wld TR18,3020,858,4510,9519.11.2019
JPM EMBI Global Diversified TR USD18,5022,458,4511,9120.11.2019
Cat 50%Citi NorwegianGBI&50%FTSE Wld TR15,5413,998,408,3819.11.2019
JPM CEMBI Broad Diversified TR USD17,9020,448,3511,8820.11.2019
Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur13,2015,108,337,5919.11.2019
BBgBarc Sterling Agg TR GBP15,7118,248,247,2520.11.2019
STeFI 3 Month NCD ZAR9,267,888,206,7521.11.2019
BBgBarc US Corp Bond TR USD20,2023,558,1411,2620.11.2019
Morningstar EM Composite Bd TR USD17,7421,698,1011,5220.11.2019
BBgBarc Gbl Agg Corp TR Hdg GBP17,9819,898,005,9920.11.2019
S&P Pan Africa TR13,3316,067,955,1020.11.2019
FTSE Act UK Cnvt Gilts All Stocks TR GBP14,9917,587,917,0320.11.2019
BBgBarc Gbl Agg Corp 0901 TR Hdg USD18,1721,217,8811,1720.11.2019
ICE BofAML Gbl HY Constnd TR HEUR11,3211,677,787,6120.11.2019
Markit iBoxx ALBI TR USD13,3217,897,639,5720.11.2019
Markit iBoxx ALBI Singapore TR SGD10,7415,957,548,5920.11.2019
BBgBarc Gbl Agg Corp TR USD16,5519,307,509,5920.11.2019
Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd12,6613,777,497,1719.11.2019
Fideuram Bilanciati TR EUR14,4614,057,437,0514.11.2019
JPM EMBI Global Diversified Hedge TR EUR11,7215,187,327,0520.11.2019
JPM Asia Credit TR USD17,0120,467,3111,3520.11.2019
JPM CEMBI Broad Diversified Hdg TR EUR11,1813,327,287,0620.11.2019
S&P Mid-East and Africa BMI TR USD11,2913,547,024,7420.11.2019
FTSE EMU GBI EUR10,0813,936,886,8620.11.2019
BBgBarc Gbl Infl Linked TR Hdg GBP14,3415,926,796,0120.11.2019
BBgBarc Gbl Agg Corp 0901 TR Hdg EUR11,4214,026,776,4220.11.2019
BBgBarc Global Aggregate TR Hdg GBP14,2316,726,775,2120.11.2019
BBgBarc Euro Infln Lkd TR EUR8,9911,566,705,9320.11.2019
BBgBarc Pan Euro Agg TR EUR9,9212,926,686,5320.11.2019
BBgBarc Global Aggregate TR Hdg USD14,3317,926,6010,3020.11.2019
BBgBarc Gbl Infl Linked TR Hdg USD14,2416,916,5210,9920.11.2019
BBgBarc Euro Agg Bond TR EUR9,0212,106,496,4220.11.2019
TReuters Europe CB TR EUR11,3311,336,367,0320.11.2019
BBgBarc Euro Agg Corps TR EUR8,4610,516,356,1120.11.2019
BBgBarc Gbl Infl Linked TR USD12,8315,056,288,2720.11.2019
Fideuram Bilanciati Obblig TR EUR11,5612,686,196,6714.11.2019
BBgBarc US Agg Bond TR USD14,7718,676,199,6420.11.2019
Morningstar China Large Cap CNY28,9924,786,1311,4120.11.2019
Tel Aviv SE Makams T-Bill TR ILS13,9515,256,108,5420.11.2019
FTSE 100 PR GBP15,4612,576,083,8720.11.2019
BBgBarc Global Aggregate TR USD12,2716,005,998,5220.11.2019
Markit iBoxx ALBI China Offshore TR CNH8,7512,635,997,9220.11.2019
Morningstar Metals Cmdty TR USD17,6322,875,797,6720.11.2019
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR11,1513,185,798,2119.11.2019
Morningstar Livestock Cmdty TR USD-2,66-0,625,74-1,0620.11.2019
Morningstar Canadian Bd TR CAD14,4917,465,705,5401.11.2019
MSCI AC Asia Ex JPN Small NR USD8,7110,545,576,9920.11.2019
FTSE US GBI USD13,4717,635,559,0220.11.2019
BBgBarc Global Aggregate TR Hdg EUR7,8310,965,535,6320.11.2019
BBgBarc Gbl Infl Linked TR Hdg EUR7,8310,095,506,3520.11.2019
Fideuram Obbl Misti TR EUR9,1012,365,485,6214.11.2019
BBgBarc Gbl Infl Linked US TIPS TR USD14,1916,515,378,8320.11.2019
BBgBarc Gbl Agg Corp TR Hdg CHF13,8717,185,327,6420.11.2019
Fideuram Obbl Euro Corp IG TR EUR7,5110,085,115,1514.11.2019
Morningstar US Small Val TR EUR20,6810,544,8510,7920.11.2019
Cat 75%CitiSwGBI&12.5%MSCISw&12.5%MSCIWd6,259,004,834,9019.11.2019
Fideuram Obbl Eur Govt M/L Temn TR EUR6,8610,804,684,7914.11.2019
Morningstar Lng-Only Cmdty TR USD15,586,054,44-1,0920.11.2019
BBgBarc Sterling Agg 1-3 Yr TR GBP8,359,164,373,1520.11.2019
Markit iBoxx ALBI Hong Kong TR HKD9,9613,444,318,8220.11.2019
FTSE GBP EuroDep 3 Mon GBP7,758,604,292,7620.11.2019
BBgBarc Euro Agg Corp 1-3 Yr TR EUR3,435,024,184,3920.11.2019
BBgBarc US Aggregate 1-3 Yr TR USD9,5411,974,177,9420.11.2019
BBgBarc Global Aggregate TR Hdg CHF10,1714,004,106,8520.11.2019
FTSE Danish GBI 3-5 Yr DKK3,434,983,974,3020.11.2019
ICE BofAML USD 3M Dep OR CM TR USD8,029,813,957,5920.11.2019
FTSE USD EuroDep 3 Mon USD7,819,603,947,6420.11.2019
FTSE Japanese GBI JPY9,4215,143,8510,2520.11.2019
BBgBarc Euro Agg 1-3 Yr TR EUR2,634,503,733,9120.11.2019
BBgBarc Euro Agg Govt 1-3 Yr TR EUR2,424,453,633,8120.11.2019
Fideuram Obbl Eur Govt Breve Temn TR EUR3,777,273,593,6514.11.2019
BBgBarc Global Aggregate TR Hdg NOK7,248,903,433,4520.11.2019
FTSE EUR EuroDep 3 Mon EUR1,743,273,143,2620.11.2019
EONIA Capitalisé 360j TR EUR1,604,493,143,3518.11.2019
FTSE Danish GBI 1-3 Yr DKK1,913,483,073,4220.11.2019
BBgBarc Gbl Infl Linked Sweden TR USD-0,552,712,763,2920.11.2019
FTSE Swiss GBI CHF4,958,022,685,9820.11.2019
MSCI World/Energy NR USD12,623,712,632,4920.11.2019
FTSE Swedish GBI SEK0,484,362,282,7420.11.2019
FTSE Swiss GBI 1-3 Yr CHF3,976,261,874,8720.11.2019
MSCI China A Onshore NR CNY36,2730,771,769,7920.11.2019
FTSE CHF EuroDep 1 Mon CHF3,966,111,704,4620.11.2019
OSE Statsobligasjonsind 3.001,251,751,131,3720.11.2019
Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR6,784,810,982,9519.11.2019
OSE Statsobligasjonsind 1.000,901,050,690,8020.11.2019
OSE Statsobligasjonsind 0.250,971,040,680,7120.11.2019
Morningstar Shrt/Flt Cmdty TR USD-4,730,580,625,3120.11.2019
Morningstar Lng/Shrt Cmdty TR USD2,76-1,140,393,6220.11.2019
Morningstar Shrt-Only Cmdty TR USD-1,218,460,3811,5820.11.2019
FTSE SEK EuroDep 3 Mon SEK-3,040,270,200,3120.11.2019
Morningstar Lng/Flt Cmdty TR USD3,69-0,430,183,5520.11.2019
FTSE Swedish GBI 1-3 Yr SEK-3,32-0,100,150,5820.11.2019
FTSE/JSE SA Listed Property TR ZAR8,394,51-0,022,6820.11.2019
Morningstar Lng/Shrt Cmdty ER USD0,76-3,31-1,172,6020.11.2019
MSCI Turkey NR EUR16,4119,98-2,06-5,7520.11.2019
Morningstar Agriculture Cmdty TR USD-0,080,34-7,34-1,9820.11.2019
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.

HjelpOrdlisteLisensieringsmuligheterDatamuligheterJobbmuligheterKontakt ossMetodeAnnonseringSideoversiktSamtykke til informasjonskapsler
© Copyright 2019 Morningstar. Alle rettigheter reservert. Vennligst les brukervilkår og Privacy Policy.

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.