Equity Global Equity S&P Global BMI

S&P Global BMI Financials (Sector)

  • Performance
  • PRICE RETURN
  • TOTAL RETURN
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As of Apr 15, 2025
209.91
18.28%
1 Yr Return
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Index Name
Price Return
1 Yr Return
S&P Global BMI Financials (Sector) (USD)
Launch Date: Sep 19, 2005
Price Return209.91
1 Yr Return18.28%

The index Launch Date is Sep 19, 2005. All information for an index prior to its Launch Date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the Launch Date.See More 

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As of Apr 15, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P Global BMI Financials (Sector) (USD)
Price Return
Index Level 209.91
1 Day 0.92%
MTD-3.68%
QTD-3.68%
YTD1.05%
As of Mar 31, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P Global BMI Financials (Sector) (USD)
Price Return
1 MTH-1.96%
3 MTH4.91%
YTD4.91%
1 Year17.31%
3 Year
Annualized8.12%
5 Year
Annualized16.14%
10 Year
Annualized5.70%
As of Mar 31, 2025
Annualized Risk
3 Year
5 Year
10 Year
Annualized Risk-Adj Returns
3 Year
5 Year
10 Year
S&P Global BMI Financials (Sector) (USD)
Price Return
Annualized Risk
3 Year17.95%
5 Year17.80%
10 Year17.91%
Annualized Risk-Adj Returns
3 Year0.45%
5 Year0.91%
10 Year0.32%
Risk is defined as standard deviation calculated using monthly values.
As of Apr 15, 2025

Documents

Factsheet
Methodology
S&P Global BMI, S&P/IFCI Methodology
Additional Info Additional Info

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