The NYSE Financial Index tracks the performance of the equity components on the New York Stock Exchange that offer goods and services in the financial industry by market capitalization. Between ************ and *************, the value of the NYSE Financial Index fluctuated significantly and reached ********* index points.

LSEG is one of the world’s largest sources of index pricing, composition content, and history. Browse LSEG Indices.

Graph and download economic data for Economic Policy Uncertainty Index: Categorical Index: Financial Regulation (EPUFINREG) from Jan 1985 to Apr 2025 about uncertainty, World, financial, and indexes.

An index that can be used to gauge broad financial conditions and assess how these conditions are related to future economic growth. The index is broadly consistent with how the FRB/US model generally relates key financial variables to economic activity. The index aggregates changes in seven financial variables: the federal funds rate, the 10-year Treasury yield, the 30-year fixed mortgage rate, the triple-B corporate bond yield, the Dow Jones total stock market index, the Zillow house price index, and the nominal broad dollar index using weights implied by the FRB/US model and other models in use at the Federal Reserve Board. These models relate households' spending and businesses' investment decisions to changes in short- and long-term interest rates, house and equity prices, and the exchange value of the dollar, among other factors. These financial variables are weighted using impulse response coefficients (dynamic multipliers) that quantify the cumulative effects of unanticipated permanent changes in each financial variable on real gross domestic product (GDP) growth over the subsequent year. The resulting index is named Financial Conditions Impulse on Growth (FCI-G). One appealing feature of the FCI-G is that its movements can be used to measure whether financial conditions have tightened or loosened, to summarize how changes in financial conditions are associated with real GDP growth over the following year, or both.

During the week ending January 3, 2025, the weekly National Financial Conditions Index (NFCI) of the United States stood at ****. This reflects a slight increase from the previous week. The NCFI shows a comprehensive view of the U.S. financial conditions in money markets, debt and equity markets, and banking systems. A positive NFCI value is associated with tighter-than-average financial conditions, while negative values have been historically associated with looser-than-average financial conditions.

The value of the DJIA index amounted to ********* at the end of March 2025, up from ********* at the end of March 2020. Global panic about the coronavirus epidemic caused the drop in March 2020, which was the worst drop since the collapse of Lehman Brothers in 2008. Dow Jones Industrial Average index – additional information The Dow Jones Industrial Average index is a price-weighted average of 30 of the largest American publicly traded companies on New York Stock Exchange and NASDAQ, and includes companies like Goldman Sachs, IBM and Walt Disney. This index is considered to be a barometer of the state of the American economy. DJIA index was created in 1986 by Charles Dow. Along with the NASDAQ 100 and S&P 500 indices, it is amongst the most well-known and used stock indexes in the world. The year that the 2018 financial crisis unfolded was one of the worst years of the Dow. It was also in 2008 that some of the largest ever recorded losses of the Dow Jones Index based on single-day points were registered. On September 29, 2008, for instance, the Dow had a loss of ****** points, one of the largest single-day losses of all times. The best years in the history of the index still are 1915, when the index value increased by ***** percent in one year, and 1933, year when the index registered a growth of ***** percent.

Financial Stress Index (STLFSI3) data was reported at -1.706 % in 28 Oct 2022. This records an increase from the previous number of -1.855 % for 21 Oct 2022. Financial Stress Index (STLFSI3) data is updated weekly, averaging -0.201 % from Dec 1993 (Median) to 28 Oct 2022, with 1505 observations. The data reached an all-time high of 8.257 % in 10 Oct 2008 and a record low of -1.887 % in 12 Aug 2022. Financial Stress Index (STLFSI3) data remains active status in CEIC and is reported by Federal Reserve Bank of St. Louis. The data is categorized under Global Database’s United States – Table US.S018: Financial Stress Index.

Taiwan TWSE: Equity Market Index: Finance and Insurance data was reported at 1,209.820 29Dec1986=100 in Oct 2018. This records a decrease from the previous number of 1,308.660 29Dec1986=100 for Sep 2018. Taiwan TWSE: Equity Market Index: Finance and Insurance data is updated monthly, averaging 986.890 29Dec1986=100 from Jan 1987 (Median) to Oct 2018, with 382 observations. The data reached an all-time high of 2,805.900 29Dec1986=100 in Jan 1990 and a record low of 113.790 29Dec1986=100 in Jan 1987. Taiwan TWSE: Equity Market Index: Finance and Insurance data remains active status in CEIC and is reported by Taiwan Stock Exchange Corporation. The data is categorized under Global Database’s Taiwan – Table TW.Z001: Taiwan Stock Exchange (TWSE): Indices.

Graph and download economic data for Chicago Fed National Financial Conditions Index (NFCI) from 1971-01-08 to 2025-07-04 about financial, indexes, and USA.

Taiwan TWSE: Equity Market Index: Non Finance Non Electronics data was reported at 12,915.450 31Dec2003=5890.69 in Jun 2018. This records an increase from the previous number of 12,800.940 31Dec2003=5890.69 for May 2018. Taiwan TWSE: Equity Market Index: Non Finance Non Electronics data is updated monthly, averaging 10,563.510 31Dec2003=5890.69 from Jan 2005 (Median) to Jun 2018, with 162 observations. The data reached an all-time high of 12,915.450 31Dec2003=5890.69 in Jun 2018 and a record low of 5,341.980 31Dec2003=5890.69 in Jan 2009. Taiwan TWSE: Equity Market Index: Non Finance Non Electronics data remains active status in CEIC and is reported by Taiwan Stock Exchange Corporation. The data is categorized under Global Database’s Taiwan – Table TW.Z001: Taiwan Stock Exchange (TWSE): Indices.

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According to Cognitive Market Research, the global index fund market size will be USD XX million in 2024. It will expand at a compound annual growth rate (CAGR) of 6.00% from 2024 to 2031. North America held the major market share for more than 40% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 4.2% from 2024 to 2031. Europe accounted for a market share of over 30% of the global revenue with a market size of USD XX million. Asia Pacific held a market share of around 23% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 8.0% from 2024 to 2031. Latin America had a market share of more than 5% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.4% from 2024 to 2031. Middle East and Africa had a market share of around 2% of the global revenue and was estimated at a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.7% from 2024 to 2031. The insurance fund held the highest index fund market revenue share in 2024. Market Dynamics of Index Fund Market Key Drivers for Index Fund Market Increased Awareness and Education About Investing to Increase the Demand Globally Increased awareness and education about investing have driven the growth of the index fund market. As people become more informed about financial principles, they realize the advantages of index funds, including low expenses, diversification, and transparency. Understanding the advantages of passive investing over operational management fosters confidence in index funds as dedicated vehicles for long-term wealth accumulation. This heightened attention drives greater participation in the market, shaping it into a key element of many investors' portfolios and contributing to its ongoing expansion. Changes in Regulatory Policies, Such As Tax Laws Or Securities Regulations to Propel Market Growth Changes in regulatory policies, like alterations in tax laws or securities regulations, can profoundly impact the index fund market. Shifts in tax codes may affect investors' after-tax returns, influencing their investment decisions. Similarly, changes in securities regulations can influence the structure and function of index funds, potentially limiting their attractiveness or compliance needs. Such changes can lead to changes in investor behavior, fund implementation, and market dynamics, highlighting the interconnectedness between regulatory conditions and the index fund market's strength and development trajectory?. Restraint Factor for the Index Fund Market Changes in Financial Regulations to Limit the Sales Changes in financial regulations can significantly impact the index fund market. Stricter regulatory requirements may improve compliance expenses for fund managers, potentially directing investors to higher fees. Additionally, regulations that restrict certain types of investments or mandate more comprehensive reporting can decrease the flexibility and attractiveness of index funds. Conversely, regulations encouraging transparency and investor protection can increase confidence and participation in the market. Impact of Covid-19 on the Index Fund Market The COVID-19 pandemic significantly impacted the index fund market, initially causing volatility and sharp drops. However, it also revved a shift towards passive investing due to market anticipation and the search for stability. Investors flocked to index funds for their low expenses, diversification, and constant performance. The subsequent market recovery, fueled by monetary and fiscal stimulation, further expanded index fund assets. Overall, the pandemic highlighted the resilience of index funds and solidified their attraction as a core investment strategy during times of economic uncertainty. Introduction of the Index Fund Market An index fund is a type of mutual fund or ETF designed to replicate the performance of a specific financial market index, delivering low costs, broad diversification, and passive investment management. Growing disposable incomes in developing regions significantly boost the index fund market. As individuals in these areas gain more financial stability, they seek investment opportunities to increase their wealth. Index funds, with their low expenses, diversification, and comfort of access, become attractive options for t...

Graph and download economic data for Personal consumption expenditures: Financial services (chain-type price index) (DFNLRG3A086NBEA) from 1929 to 2024 about chained, financial, PCE, consumption expenditures, consumption, personal, services, GDP, price index, indexes, price, and USA.

Broad Based Index Fund Market Outlook

The global broad-based index fund market size was valued at USD 5.3 trillion in 2023 and is projected to reach USD 11.2 trillion by 2032, growing at a compound annual growth rate (CAGR) of 8.5% during the forecast period. This substantial growth is driven by increasing investor interest in passive investment strategies, along with the rising emphasis on cost-effective and diversified portfolio management.

The surge in demand for broad-based index funds can be attributed to several key growth factors. Firstly, the growing awareness and education about the benefits of passive investing over active management have played a significant role. Investors are increasingly leaning towards index funds due to their lower expense ratios, tax efficiency, and the ability to provide broad market exposure with minimal effort. Secondly, technological advancements and the rise of fintech have made these funds more accessible to a wider audience through online platforms and robo-advisors, democratizing investment opportunities for retail investors globally. Lastly, regulatory changes in many regions are encouraging greater transparency and lower fees in the financial services industry, which further bolsters the attractiveness of index funds as a preferred investment vehicle.

The popularity of broad-based index funds is also bolstered by their performance resilience during market volatility. Historical data indicates that while actively managed funds often struggle to outperform the market consistently, index funds tend to provide more stable returns over the long term. This trend has been particularly noticeable during economic downturns and periods of market uncertainty, where investors seek the relative safety and predictability offered by broad-based diversified portfolios. Additionally, the increased focus on retirement planning and the shift from defined benefit to defined contribution retirement plans have spurred the growth of index funds as they are often the preferred choice in retirement accounts due to their long-term growth potential and lower costs.

The regional outlook for the broad-based index fund market highlights significant growth potential across various geographies. North America, particularly the United States, remains the largest market for index funds, driven by the deep-rooted culture of investing and a well-established financial infrastructure. Europe follows closely, with growth fueled by regulatory support and increasing investor awareness. The Asia Pacific region is expected to witness the highest growth rate, propelled by the burgeoning middle class, rising disposable incomes, and increasing penetration of financial services. Latin America and the Middle East & Africa are also anticipated to demonstrate steady growth as financial markets in these regions continue to develop and mature.

Mutual Funds Sales have seen a notable uptick as investors increasingly seek diversified investment options that align with their financial goals. This trend is particularly evident in the context of broad-based index funds, where mutual funds offer a structured approach to investing in a wide array of assets. The appeal of mutual funds lies in their ability to pool resources from multiple investors, enabling access to a diversified portfolio that might otherwise be unattainable for individual investors. This collective investment model not only reduces risk but also provides investors with professional management and oversight. As the financial landscape evolves, mutual funds continue to play a crucial role in facilitating access to index funds, thereby driving sales and expanding their market presence.

Fund Type Analysis

Equity index funds represent a significant portion of the broad-based index fund market. These funds track a variety of stock indices, such as the S&P 500, NASDAQ, and MSCI World Index, providing investors with exposure to a wide array of equity markets. The appeal of equity index funds lies in their ability to offer broad market diversification at a low cost. Investors benefit from the lower fees associated with passive management and the reduced risk of individual stock selection. As a result, equity index funds have become a staple in both retail and institutional portfolios, driving robust demand and growth in this segment.

Bond index funds, though smaller in market share compared to their equity counterparts, are gaining traction as investors seek stable income and risk diversifi

At the end of February 2025, the DAX index reached ********* points, marking its highest level since January 2015. Moreover, this also reflected a strong recovery from the global coronavirus (COVID-19) pandemic, having risen from ******** points at the end of March 2020 and surpassing its pre-pandemic level of approximately ********* points at the end of December 2019. Origin and composition of the DAX Index The DAX (Deutscher Aktienindex) is the most important German stock index, showing the value trends of the 40 largest companies by market capitalization listed on the Frankfurt stock exchange. The DAX index was introduced on July 1, 1988 and is a continuation of the Börsen-Zeitung Index, established in 1959. The count among their number some of the most recognizable companies in the world, such as carmakers Volkswagen and Daimler, sportswear brand adidas, and industrial giants Siemens and BASF. After the DAX, the 50 next-largest German companies are included in the midcap MDAX index, while the 70 next-largest small and medium-sized German companies (ranked from 91 to 160) are included in the SDAX index. The Frankfurt Stock Exchange All the companies included in the DAX family of indices are traded on the Frankfurt Stock Exchange. Dating back to 1585, the Frankfurt Stock Exchange is considered to be the oldest exchange in the world. It is the twelfth largest stock exchange in the world in terms of market capitalization, and accounts for around ** percent of all equity trading in Germany. Two main trading venues comprise the Frankfurt Stock Exchange: the Börse Frankfurt is a traditional trading floor; while the Xetra is an electronic trading system which accounts for the vast majority of trading volume on Frankfurt Stock Exchange. As of December 2023, the total market capitalization of all companies listed on the Frankfurt Stock Exchange was around *** trillion euros.

In 2024, Indonesia's financial inclusion index was around ** percent. The same survey found that the financial literacy index of the country reached about ** percent. This indicates financial services are widely used, but are not complemented by adequate financial literacy.

Chain-Type Quantity Index for Real GDP: Finance and Insurance (NAICS 52) in the United States was 107.44100 Index 2009=100 in October of 2024, according to the United States Federal Reserve. Historically, Chain-Type Quantity Index for Real GDP: Finance and Insurance (NAICS 52) in the United States reached a record high of 109.90700 in October of 2021 and a record low of 64.70000 in October of 2008. Trading Economics provides the current actual value, an historical data chart and related indicators for Chain-Type Quantity Index for Real GDP: Finance and Insurance (NAICS 52) in the United States - last updated from the United States Federal Reserve on July of 2025.

China: Financial openness index: The latest value from 2021 is -1.242 index points, unchanged from -1.242 index points in 2020. In comparison, the world average is 0.322 index points, based on data from 176 countries. Historically, the average for China from 1984 to 2021 is -1.351 index points. The minimum value, -1.931 index points, was reached in 1987 while the maximum of -1.242 index points was recorded in 1984.

Financing conditions in the apartment market in the United States improved in *********, according to the National Multifamily Housing Council's (NMHC) finance index. The index is a standard diffusion index and is based on a quarterly survey among NMHC members. A value over ** indicates improving finance availability, while under **, it shows that financing is becoming harder to obtain. In **********, the debt financing index reached its peak at ** index points, meaning that debt financing conditions improved the most. In *********, the debt index stood at ** index points, which was an improvement from the same quarter in 2023.

This statistic presents the returns of the S&P 500 Financials Index in the United States from 2007 to 2023. The financial sector had its worst year in 2008, where it lost **** percent of its value. In 2023, it gained **** percent of value, despite recording a loss in the previous year.