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 03-04-15 -0.62 3.11 1.71 2.34 14.39 17.58 15.54
Morningstar Large Core TR USD 03-04-15 -0.90 2.39 -0.19 0.33 15.67 19.54 16.41
Morningstar Large Growth TR USD 03-04-15 0.06 5.08 5.85 6.59 18.08 18.84 17.15
Morningstar Large Value TR USD 03-04-15 -1.09 1.66 -0.77 -0.13 9.31 14.37 13.06
Morningstar Mid Cap TR USD 03-04-15 -0.87 3.15 4.15 3.79 11.47 18.63 17.26
Morningstar Mid Core TR USD 03-04-15 -0.96 3.05 3.77 3.70 14.30 19.27 18.57
Morningstar Mid Growth TR USD 03-04-15 -0.52 4.88 6.13 6.08 9.96 16.71 16.78
Morningstar Mid Value TR USD 03-04-15 -1.14 1.48 2.52 1.56 10.42 19.92 16.37
Morningstar Small Cap TR USD 03-04-15 -0.63 3.08 4.38 2.69 5.96 17.30 16.03
Morningstar Small Core TR USD 03-04-15 -0.63 2.88 3.79 2.37 6.38 16.99 15.38
Morningstar Small Growth TR USD 03-04-15 -0.54 4.46 7.20 5.06 3.81 16.95 16.96
Morningstar Small Value TR USD 03-04-15 -0.72 1.95 2.32 0.79 7.61 17.96 15.74
Morningstar US Core TR USD 03-04-15 -0.90 2.56 0.87 1.15 14.75 19.32 16.81
Morningstar US Growth TR USD 03-04-15 -0.09 5.00 5.99 6.40 15.46 18.28 17.13
Morningstar US Market TR USD 03-04-15 -0.67 3.12 2.37 2.66 13.22 17.79 15.95
Morningstar US Value TR USD 03-04-15 -1.07 1.64 0.11 0.29 9.44 15.75 13.93
Morningstar Wide Moat Focus TR USD 03-04-15 -0.80 4.02 -2.07 -0.39 8.35 17.17 16.02
Domestic Indexes
DJ Industrial Average TR USD 03-04-15 -0.64 2.74 1.67 2.02 12.96 14.55 14.53
NASDAQ Composite PR USD 03-04-15 0.00 5.31 4.15 4.88 14.14 18.62 16.73
NYSE Composite PR 03-04-15 -1.02 2.13 0.48 1.53 4.91 10.64 8.94
Russell 2000 TR USD 03-04-15 -0.32 3.40 5.24 2.32 3.18 16.91 15.06
S&P 500 TR USD 03-04-15 -0.68 3.04 1.80 2.31 14.31 17.78 15.74
S&P MidCap 400 TR 03-04-15 -0.81 2.60 4.64 3.74 9.80 17.17 16.32
Bond Indexes
Barclays US Agg Bond TR USD 03-04-15 -0.57 -0.97 1.04 0.66 4.71 2.58 4.16
Barclays US Government TR USD 03-04-15 -0.66 -1.43 0.87 0.46 3.88 1.63 3.43
Barclays US MBS TR USD 03-04-15 -0.19 -0.24 0.72 0.44 4.75 2.35 3.46
BofAML US HY Master II TR USD 03-04-15 0.09 1.67 2.23 2.85 2.56 7.50 8.94
USTREAS T-Bill Auction Ave 3 Mon 02-28-15 --- 0.00 0.01 0.00 0.03 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 02-28-15 --- -2.74 2.06 1.78 8.44 2.06 5.24
Municipal Indexes
Barclays Municipal TR USD 03-04-15 -0.19 -0.94 0.83 0.49 5.99 3.71 4.90
Foreign Indexes
DJ Malaysia PR USD 03-04-15 -0.90 -1.10 -1.56 -0.09 -10.28 -2.09 6.09
Euronext BEL 20 PR EUR 03-05-15 0.47 4.90 11.86 13.58 20.05 17.81 7.40
Euronext Paris CAC 40 NR EUR 03-05-15 1.08 5.53 12.48 16.18 15.61 15.45 7.85
Euronext Paris CAC 40 PR EUR 03-05-15 1.08 5.53 12.31 16.17 13.03 12.48 4.88
FSE DAX PR EUR 03-05-15 1.56 5.47 13.69 16.96 17.28 14.99 10.72
FSE DAX TR EUR 03-05-15 1.56 5.49 14.05 17.32 20.56 18.77 14.38
FTSE 100 PR GBP 03-05-15 0.16 1.39 3.24 6.02 2.74 5.82 4.45
FTSE 100 TR GBP 03-05-15 0.38 1.98 4.01 6.76 6.47 9.77 8.22
FTSE 250 PR GBP 03-05-15 0.35 3.69 8.17 7.61 4.19 14.89 12.11
Hang Seng Hong Kong Composite PR HKD 03-05-15 -2.30 -0.94 0.75 1.82 6.05 3.93 2.54
Hang Seng HSI PR HKD 03-05-15 -2.96 -2.42 0.68 2.37 7.02 4.35 3.06
MSCI AC Far East Ex Japan PR USD 03-05-15 -1.47 -0.22 1.47 2.71 6.09 2.86 4.56
MSCI ACWI PR USD 03-04-15 -0.98 2.34 1.14 2.90 4.63 8.95 7.76
MSCI EAFE NR USD 03-05-15 -0.69 2.74 2.21 5.45 -0.54 9.36 6.87
MSCI EAFE PR LCL 03-05-15 0.33 4.82 6.63 9.34 13.12 13.10 6.47
MSCI EASEA PR LCL 03-05-15 0.38 3.93 7.11 9.68 10.15 10.94 5.66
MSCI EM Latin America PR USD 03-04-15 -4.43 -4.11 -11.26 -7.15 -13.82 -16.28 -8.74
MSCI EM PR LCL 03-04-15 -0.90 0.94 2.08 3.85 10.30 2.87 3.69
MSCI EM PR USD 03-04-15 -1.67 -0.46 -1.08 2.09 2.10 -3.31 0.31
MSCI Europe NR USD 03-05-15 -0.73 2.14 0.88 5.05 -3.71 9.95 7.13
MSCI Europe PR LCL 03-05-15 0.53 4.53 7.23 10.33 10.52 11.26 6.03
MSCI Hong Kong PR USD 03-05-15 -0.87 -0.44 1.39 4.21 7.98 6.88 7.18
MSCI Japan NR USD 03-05-15 -0.52 5.76 6.16 7.97 8.62 9.48 6.48
MSCI Japan PR LCL 03-05-15 0.15 8.16 4.94 8.18 25.36 22.28 10.49
MSCI North America NR USD 03-04-15 -0.69 3.03 1.57 2.12 12.33 15.76 14.12
MSCI Pacific Ex Japan NR USD 03-05-15 -0.84 0.98 2.83 3.55 1.73 6.38 6.73
MSCI Pacific Ex Japan PR LCL 03-05-15 -0.46 0.83 6.92 6.61 7.97 9.55 4.35
MSCI Pacific NR USD 03-05-15 -0.63 4.00 4.95 6.35 6.08 8.34 6.59
MSCI Pacific PR LCL 03-05-15 -0.07 5.43 5.68 7.63 18.50 16.97 7.82
MSCI World ex USA NR USD 03-04-15 -1.11 2.51 1.47 4.33 -0.79 8.28 6.66
MSCI World Ex USA PR LCL 03-04-15 0.22 3.82 6.97 8.21 12.02 12.06 6.44
Nikkei 225 Average PR JPY 03-05-15 -0.18 7.13 4.64 7.46 25.87 24.58 12.58
S&P BSE SENSEX India INR 03-05-15 2.44 2.07 3.48 7.09 38.41 19.26 11.62
S&P/ASX All Ordinaries PR 03-05-15 -0.07 1.88 10.54 9.00 7.63 10.49 4.24
S&P/TSX Composite PR 03-04-15 -0.96 0.58 4.24 3.08 5.55 6.06 4.99
Shanghai SE Composite PR CNY 03-05-15 -1.51 3.57 10.58 0.43 58.22 9.93 1.40
SIX SMI CHF 03-05-15 -0.16 5.74 -1.93 0.57 6.80 13.65 5.70
SIX SMI TR CHF 03-05-15 0.97 6.97 -0.79 1.74 10.69 17.48 9.10
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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