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 07-02-15 -1.16 -1.34 1.29 2.02 7.44 17.17 17.65
Morningstar Large Core TR USD 07-02-15 -1.61 -2.02 0.66 -0.84 7.87 18.42 18.19
Morningstar Large Growth TR USD 07-02-15 -0.86 -0.55 1.60 6.56 12.38 18.79 19.75
Morningstar Large Value TR USD 07-02-15 -1.04 -1.55 1.61 0.14 1.87 14.34 15.07
Morningstar Mid Cap TR USD 07-02-15 -1.26 -1.45 -0.81 3.78 7.31 19.80 18.91
Morningstar Mid Core TR USD 07-02-15 -1.19 -1.89 -0.82 3.70 8.89 20.08 20.33
Morningstar Mid Growth TR USD 07-02-15 -1.54 -0.81 -0.67 6.55 10.28 18.51 18.24
Morningstar Mid Value TR USD 07-02-15 -1.04 -1.62 -0.96 1.03 2.68 20.88 18.06
Morningstar Small Cap TR USD 07-02-15 -2.36 -0.89 -1.07 3.40 4.54 17.51 17.92
Morningstar Small Core TR USD 07-02-15 -2.03 -0.81 -0.09 4.27 5.05 18.24 17.53
Morningstar Small Growth TR USD 07-02-15 -2.65 0.07 0.66 7.40 7.65 17.53 19.04
Morningstar Small Value TR USD 07-02-15 -2.41 -1.92 -3.75 -1.23 1.05 16.74 17.17
Morningstar US Core TR USD 07-02-15 -1.54 -1.91 0.29 0.42 7.90 18.72 18.60
Morningstar US Growth TR USD 07-02-15 -1.11 -0.57 1.08 6.60 11.65 18.65 19.44
Morningstar US Market TR USD 07-02-15 -1.26 -1.34 0.69 2.46 7.22 17.72 17.94
Morningstar US Value TR USD 07-02-15 -1.13 -1.58 0.67 0.23 2.00 15.82 15.83
Morningstar Wide Moat Focus TR USD 07-02-15 -0.57 -1.09 1.54 -0.51 2.01 17.10 18.04
Domestic Indexes
DJ Industrial Average TR USD 07-02-15 -0.84 -1.43 0.44 0.71 6.96 14.05 15.77
NASDAQ Composite PR USD 07-02-15 -2.01 -1.33 2.50 5.77 12.37 19.29 19.08
NYSE Composite PR 07-03-15 -1.59 -2.19 -0.81 0.24 -2.16 11.20 11.04
Russell 2000 TR USD 07-02-15 -2.67 -0.13 -0.26 4.29 5.42 17.18 17.39
S&P 500 TR USD 07-02-15 -1.16 -1.38 1.00 1.93 7.35 17.48 17.69
S&P MidCap 400 TR 07-02-15 -1.56 -1.30 -0.82 4.45 6.40 18.43 18.19
Bond Indexes
Barclays US Agg Bond TR USD 07-02-15 0.02 -0.51 -2.03 -0.31 2.16 1.64 3.32
Barclays US Government TR USD 07-02-15 0.08 -0.32 -1.86 -0.17 2.51 0.72 2.61
Barclays US MBS TR USD 07-02-15 0.00 -0.48 -1.01 0.09 2.52 1.80 2.85
BofAML US HY Master II TR USD 07-03-15 -0.12 -0.98 0.14 2.77 -0.31 6.77 8.49
USTREAS T-Bill Auction Ave 3 Mon 06-30-15 --- 0.00 0.00 0.01 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 Yr 06-30-15 --- -1.85 -3.10 -0.68 3.74 0.09 3.37
Municipal Indexes
Barclays Municipal TR USD 07-02-15 0.02 0.05 -1.08 -0.01 3.21 3.04 4.44
Foreign Indexes
DJ Malaysia PR USD 07-03-15 0.75 -3.89 -7.57 -8.09 -22.26 -3.28 2.93
Euronext BEL 20 PR EUR 07-06-15 -2.33 -3.01 -6.27 7.66 11.22 16.94 8.16
Euronext Paris CAC 40 NR EUR 07-06-15 -3.21 -3.92 -5.57 12.29 7.79 16.90 9.49
Euronext Paris CAC 40 PR EUR 07-06-15 -3.25 -4.25 -7.15 10.27 5.43 14.14 6.60
FSE DAX PR EUR 07-03-15 -3.78 -3.16 -9.38 9.99 7.53 15.55 10.16
FSE DAX TR EUR 07-06-15 -1.74 -2.74 -9.00 11.07 8.81 19.32 12.89
FTSE 100 PR GBP 07-06-15 -1.28 -3.95 -4.36 -0.46 -4.81 4.90 5.65
FTSE 100 TR GBP 07-06-15 -1.26 -3.77 -3.42 1.61 -1.35 8.74 9.49
FTSE 250 PR GBP 07-06-15 -0.52 -2.72 1.01 8.44 8.68 16.36 12.92
Hang Seng Hong Kong Composite PR HKD 07-06-15 -5.92 -12.06 -4.32 3.14 3.93 7.69 3.77
Hang Seng HSI PR HKD 07-06-15 -3.72 -8.29 -1.09 5.91 6.17 8.08 4.48
MSCI AC Far East Ex Japan PR USD 07-06-15 -2.16 -6.31 -5.17 0.96 -3.41 4.90 4.62
MSCI ACWI PR USD 07-03-15 -1.77 -2.60 -0.62 1.91 -2.01 10.34 9.74
MSCI EAFE NR USD 07-06-15 -1.89 -2.34 -2.81 4.25 -6.39 11.76 8.76
MSCI EAFE PR LCL 07-06-15 -1.19 -3.29 -3.94 6.50 8.47 14.44 7.93
MSCI EASEA PR LCL 07-06-15 -1.42 -3.33 -5.94 4.34 3.66 11.17 6.63
MSCI EM Latin America PR USD 07-03-15 -2.20 -1.93 -2.32 -8.76 -26.79 -11.66 -7.68
MSCI EM PR LCL 07-03-15 -1.42 -2.56 -2.08 3.77 1.81 5.33 4.35
MSCI EM PR USD 07-03-15 -1.66 -3.17 -3.02 0.84 -9.21 0.26 1.09
MSCI Europe NR USD 07-06-15 -2.66 -2.95 -3.52 2.50 -9.74 12.52 9.10
MSCI Europe PR LCL 07-06-15 -1.76 -3.65 -6.17 4.73 2.25 11.63 6.99
MSCI Hong Kong PR USD 07-06-15 -2.06 -6.05 0.65 7.03 4.35 10.20 8.57
MSCI Japan NR USD 07-06-15 -0.39 -0.74 0.34 12.64 6.26 12.76 8.21
MSCI Japan PR LCL 07-06-15 -0.39 -3.18 3.27 14.27 25.64 27.93 13.56
MSCI North America NR USD 07-03-15 -1.20 -1.75 0.67 1.53 4.75 15.63 16.06
MSCI Pacific Ex Japan NR USD 07-06-15 -0.75 -2.20 -4.90 -1.17 -9.77 6.19 8.18
MSCI Pacific Ex Japan PR LCL 07-06-15 0.23 -1.61 -4.76 2.19 2.39 8.95 5.24
MSCI Pacific NR USD 07-06-15 -0.51 -1.24 -1.48 7.58 0.28 10.38 8.24
MSCI Pacific PR LCL 07-06-15 -0.19 -2.65 0.41 9.90 17.96 20.14 10.13
MSCI World ex USA NR USD 07-03-15 -2.61 -3.47 -0.50 4.69 -6.02 10.65 9.08
MSCI World Ex USA PR LCL 07-03-15 -2.24 -3.32 -2.57 7.36 7.22 13.93 8.35
Nikkei 225 Average PR JPY 07-06-15 0.01 -1.70 3.68 15.25 30.28 30.64 16.58
S&P BSE SENSEX India INR 07-06-15 2.04 5.38 -1.04 2.58 8.65 17.20 9.88
S&P/ASX All Ordinaries PR 07-06-15 0.86 -0.78 -6.92 1.39 -0.88 9.17 4.91
S&P/TSX Composite PR 07-03-15 -0.85 -3.12 -2.29 0.34 -3.45 7.41 5.57
Shanghai SE Composite PR CNY 07-06-15 -6.84 -24.83 -2.28 16.73 83.35 19.30 9.40
SIX SMI CHF 07-06-15 -0.06 -2.66 -2.93 -1.34 2.13 12.75 7.89
SIX SMI TR CHF 07-06-15 -0.06 -2.66 -1.31 1.55 5.24 16.19 11.40
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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