Morningstar® Index Performance List  
Index Performance: Return (%)
Returns are simple averages. Click on a column heading to sort data by that column.
Name As of Date 1-Wk 4-Wk 13-Wk YTD 1-Yr 3-Yr 5-Yr
Morningstar Indexes
Morningstar Large Cap TR USD 06-02-15 0.36 0.36 0.21 3.41 11.83 20.36 16.34
Morningstar Large Core TR USD 06-02-15 0.28 0.51 -0.29 1.20 12.30 22.12 17.08
Morningstar Large Growth TR USD 06-02-15 0.47 0.82 -0.01 7.14 17.01 21.34 18.05
Morningstar Large Value TR USD 06-02-15 0.34 -0.34 1.05 1.72 6.11 17.67 13.94
Morningstar Mid Cap TR USD 06-02-15 0.03 0.46 0.48 5.30 12.73 22.94 17.38
Morningstar Mid Core TR USD 06-02-15 0.36 1.29 0.83 5.71 14.92 23.15 18.90
Morningstar Mid Growth TR USD 06-02-15 -0.20 -0.17 0.26 7.43 15.81 21.66 16.90
Morningstar Mid Value TR USD 06-02-15 -0.09 0.22 0.32 2.69 7.33 24.04 16.25
Morningstar Small Cap TR USD 06-02-15 0.82 1.68 0.62 4.32 11.24 21.15 16.01
Morningstar Small Core TR USD 06-02-15 0.86 2.16 1.42 5.12 11.43 21.45 15.44
Morningstar Small Growth TR USD 06-02-15 1.15 2.85 1.36 7.33 15.29 21.30 17.25
Morningstar Small Value TR USD 06-02-15 0.45 0.08 -0.91 0.70 7.30 20.70 15.37
Morningstar US Core TR USD 06-02-15 0.33 0.78 0.06 2.38 12.78 22.28 17.36
Morningstar US Growth TR USD 06-02-15 0.38 0.75 0.13 7.21 16.65 21.39 17.81
Morningstar US Market TR USD 06-02-15 0.33 0.47 0.29 3.85 11.98 20.94 16.55
Morningstar US Value TR USD 06-02-15 0.26 -0.19 0.75 1.84 6.45 19.17 14.51
Morningstar Wide Moat Focus TR USD 06-02-15 -0.48 -1.76 0.52 0.59 5.68 20.75 16.41
Domestic Indexes
DJ Industrial Average TR USD 06-02-15 -0.08 0.35 -0.90 2.17 10.14 16.98 14.83
NASDAQ Composite PR USD 06-02-15 0.87 1.42 1.37 7.19 19.81 22.71 17.35
NYSE Composite PR 06-02-15 0.14 -0.53 -0.20 2.23 2.87 14.97 10.13
Russell 2000 TR USD 06-02-15 1.08 2.05 1.08 4.42 12.34 20.92 15.17
S&P 500 TR USD 06-02-15 0.31 0.31 0.14 3.35 11.85 20.72 16.37
S&P MidCap 400 TR 06-02-15 0.27 1.11 1.07 5.83 12.21 21.25 16.61
Bond Indexes
Barclays US Agg Bond TR USD 06-02-15 -0.58 -0.71 -0.58 0.20 2.54 1.84 3.75
Barclays US Government TR USD 06-02-15 -0.50 -0.58 -0.43 0.16 2.53 0.70 3.02
Barclays US MBS TR USD 06-02-15 -0.32 -0.37 0.05 0.57 3.11 2.04 3.16
BofAML US HY Master II TR USD 06-02-15 -0.02 0.16 0.80 3.95 1.66 8.20 9.06
USTREAS T-Bill Auction Ave 3 Mon 05-31-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 05-31-15 --- -0.45 -0.57 1.19 5.45 0.52 4.41
Municipal Indexes
Barclays Municipal TR USD 06-02-15 -0.01 -0.43 -0.71 -0.06 2.95 2.94 4.46
Foreign Indexes
DJ Malaysia PR USD 06-02-15 -2.77 -7.17 -5.23 -5.19 -17.58 -0.99 4.62
Euronext BEL 20 PR EUR 06-02-15 -0.68 0.42 -0.64 12.31 16.74 21.56 8.41
Euronext Paris CAC 40 NR EUR 06-02-15 -1.43 0.15 3.25 18.85 13.12 22.24 10.32
Euronext Paris CAC 40 PR EUR 06-02-15 -1.56 -0.83 1.77 17.13 10.82 19.26 7.40
FSE DAX PR EUR 06-02-15 -2.78 -2.80 -2.87 12.68 11.04 19.78 10.13
FSE DAX TR EUR 06-02-15 -2.55 -1.10 -0.71 15.53 13.86 23.25 13.63
FTSE 100 PR GBP 06-02-15 -0.30 -0.83 -0.18 5.52 0.93 9.62 6.11
FTSE 100 TR GBP 06-02-15 -0.27 -0.45 1.14 7.42 4.58 13.66 9.89
FTSE 250 PR GBP 06-02-15 0.67 4.31 5.63 13.27 13.28 20.76 13.53
Hang Seng Hong Kong Composite PR HKD 06-03-15 -1.92 -2.02 15.10 19.11 22.15 14.89 7.07
Hang Seng HSI PR HKD 06-03-15 -1.35 -1.53 12.14 17.36 18.94 14.29 6.96
MSCI AC Far East Ex Japan PR USD 06-02-15 -3.23 -4.06 4.59 8.78 7.17 9.34 7.06
MSCI ACWI PR USD 06-02-15 -0.22 -0.73 0.41 4.28 3.06 14.21 9.50
MSCI EAFE NR USD 06-02-15 -0.11 0.02 2.60 8.88 -0.42 16.33 10.23
MSCI EAFE PR LCL 06-02-15 -0.70 0.50 2.14 11.59 13.14 19.02 8.49
MSCI EASEA PR LCL 06-02-15 -1.13 -0.85 0.06 9.61 7.46 15.58 7.30
MSCI EM Latin America PR USD 06-02-15 0.54 -4.61 -2.33 -6.37 -21.26 -8.37 -7.23
MSCI EM PR LCL 06-02-15 -2.01 -2.98 2.32 7.03 7.89 7.96 4.98
MSCI EM PR USD 06-02-15 -2.59 -4.41 1.17 4.56 -2.88 3.81 1.93
MSCI Europe NR USD 06-02-15 0.32 -0.03 1.84 7.76 -4.22 17.46 10.75
MSCI Europe PR LCL 06-02-15 -0.85 -0.44 0.46 10.47 8.04 16.42 7.67
MSCI Hong Kong PR USD 06-02-15 -2.81 -1.27 7.48 13.34 13.06 15.33 10.78
MSCI Japan NR USD 06-02-15 -0.02 2.00 6.89 15.53 14.61 16.27 9.30
MSCI Japan PR LCL 06-02-15 0.81 5.33 9.63 18.69 37.00 33.21 13.74
MSCI North America NR USD 06-02-15 0.25 0.02 0.09 3.08 10.08 19.09 14.79
MSCI Pacific Ex Japan NR USD 06-02-15 -2.62 -3.34 -1.13 3.41 -4.05 10.99 9.59
MSCI Pacific Ex Japan PR LCL 06-02-15 -2.65 -3.05 -2.23 5.25 3.93 11.74 5.81
MSCI Pacific NR USD 06-02-15 -0.92 0.11 4.01 11.09 7.49 14.37 9.44
MSCI Pacific PR LCL 06-02-15 -0.39 2.34 5.34 13.83 23.81 24.39 10.45
MSCI World ex USA NR USD 06-02-15 -0.10 -0.34 2.34 7.72 -1.01 15.35 9.53
MSCI World Ex USA PR LCL 06-02-15 -0.62 0.28 1.81 10.80 12.27 18.14 8.11
Nikkei 225 Average PR JPY 06-03-15 0.00 4.82 8.81 17.32 36.18 34.36 15.61
S&P BSE SENSEX India INR 06-02-15 -1.25 0.66 -7.71 -1.13 10.14 19.42 10.18
S&P/ASX All Ordinaries PR 06-03-15 -2.37 -3.63 -5.33 3.71 2.34 10.72 4.40
S&P/TSX Composite PR 06-02-15 0.36 -1.53 -1.04 3.23 2.89 9.96 5.10
Shanghai SE Composite PR CNY 06-03-15 -0.64 10.54 50.47 51.79 140.89 27.42 13.98
SIX SMI CHF 06-02-15 -0.74 1.40 1.64 2.46 5.93 16.79 7.64
SIX SMI TR CHF 06-02-15 -0.71 1.82 4.59 5.46 9.15 20.35 11.15
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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