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 07-28-15 -1.25 0.08 -0.19 3.24 8.33 16.96 16.09
Morningstar Large Core TR USD 07-28-15 -1.07 -0.65 -1.10 0.06 9.11 18.21 16.68
Morningstar Large Growth TR USD 07-28-15 -1.57 2.31 2.62 9.80 15.69 19.23 18.61
Morningstar Large Value TR USD 07-28-15 -1.05 -1.63 -2.33 -0.37 0.10 13.44 12.99
Morningstar Mid Cap TR USD 07-28-15 -0.95 -2.27 -2.28 2.70 7.22 19.10 16.74
Morningstar Mid Core TR USD 07-28-15 -1.09 -2.50 -2.00 2.33 8.12 19.21 17.89
Morningstar Mid Growth TR USD 07-28-15 -0.85 -1.29 -1.33 6.61 12.16 18.23 16.75
Morningstar Mid Value TR USD 07-28-15 -0.91 -3.06 -3.59 -0.86 1.38 19.90 15.53
Morningstar Small Cap TR USD 07-28-15 -1.83 -4.32 -3.15 1.22 6.43 17.20 15.40
Morningstar Small Core TR USD 07-28-15 -2.27 -5.23 -3.33 0.86 5.56 17.37 14.74
Morningstar Small Growth TR USD 07-28-15 -1.60 -2.40 0.44 7.30 13.26 17.99 17.11
Morningstar Small Value TR USD 07-28-15 -1.60 -5.29 -6.42 -4.09 0.92 16.22 14.36
Morningstar US Core TR USD 07-28-15 -1.15 -1.39 -1.48 0.54 8.63 18.31 16.80
Morningstar US Growth TR USD 07-28-15 -1.43 1.29 1.69 9.00 14.83 18.95 18.19
Morningstar US Market TR USD 07-28-15 -1.22 -0.71 -0.82 2.99 7.97 17.40 16.19
Morningstar US Value TR USD 07-28-15 -1.06 -2.16 -2.87 -0.72 0.43 14.94 13.61
Morningstar Wide Moat Focus TR USD 07-28-15 -1.33 0.24 -1.49 0.67 3.70 17.14 16.26
Domestic Indexes
DJ Industrial Average TR USD 07-28-15 -1.59 -1.63 -2.04 0.22 6.29 13.21 13.78
NASDAQ Composite PR USD 07-28-15 -2.28 0.17 0.67 7.46 14.50 19.82 17.58
NYSE Composite PR 07-28-15 -1.18 -2.27 -3.69 -0.45 -1.79 10.89 9.04
Russell 2000 TR USD 07-28-15 -2.38 -4.26 -2.45 2.35 8.87 17.00 15.01
S&P 500 TR USD 07-28-15 -1.21 -0.28 -0.51 2.81 7.96 17.19 16.03
S&P MidCap 400 TR 07-28-15 -1.09 -3.37 -2.73 2.71 7.03 17.69 15.89
Bond Indexes
Barclays US Agg Bond TR USD 07-28-15 0.34 1.09 -1.20 0.36 2.30 1.63 3.30
Barclays US Government TR USD 07-28-15 0.50 1.28 -0.75 0.67 2.82 0.92 2.73
Barclays US MBS TR USD 07-28-15 0.21 1.00 -0.42 0.73 3.03 1.83 2.82
BofAML US HY Master II TR USD 07-28-15 -0.84 -1.68 -2.64 1.17 -1.39 5.85 7.41
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 07-28-15 0.32 0.93 -0.03 0.81 3.36 2.80 4.40
Foreign Indexes
DJ Malaysia PR USD 07-28-15 -2.01 -2.09 -13.75 -10.69 -25.23 -4.39 1.33
Euronext BEL 20 PR EUR 07-28-15 -2.70 0.00 -2.18 13.21 17.61 17.59 7.88
Euronext Paris CAC 40 NR EUR 07-28-15 -2.53 -1.57 -2.36 18.62 17.12 17.70 9.17
Euronext Paris CAC 40 PR EUR 07-28-15 -2.53 -1.62 -3.79 16.49 14.56 14.91 6.28
FSE DAX PR EUR 07-28-15 -3.71 -2.77 -7.03 11.14 13.54 15.31 9.13
FSE DAX TR EUR 07-28-15 -3.71 -2.77 -5.40 13.95 16.42 18.65 12.58
FTSE 100 PR GBP 07-28-15 -3.16 -2.94 -6.76 -0.16 -3.43 5.22 4.27
FTSE 100 TR GBP 07-28-15 -3.12 -2.87 -6.06 1.96 0.06 9.07 8.04
FTSE 250 PR GBP 07-28-15 -2.07 -2.44 -1.54 8.10 11.34 15.86 11.66
Hang Seng Hong Kong Composite PR HKD 07-29-15 -3.44 -6.81 -16.49 2.16 -1.13 8.67 2.45
Hang Seng HSI PR HKD 07-29-15 -2.69 -5.26 -13.38 4.22 -0.16 8.47 3.12
MSCI AC Far East Ex Japan PR USD 07-28-15 -4.27 -8.76 -16.32 -3.63 -9.54 3.97 2.50
MSCI ACWI PR USD 07-28-15 -2.08 -2.43 -4.60 1.23 -2.05 10.21 7.75
MSCI EAFE NR USD 07-28-15 -2.41 -2.61 -4.27 5.92 -3.30 12.01 7.54
MSCI EAFE PR LCL 07-28-15 -2.56 -1.51 -3.77 9.04 10.54 15.41 7.33
MSCI EASEA PR LCL 07-28-15 -2.49 -1.19 -4.57 7.46 6.61 11.72 6.00
MSCI EM Latin America PR USD 07-28-15 -7.33 -11.51 -18.36 -17.45 -36.45 -14.79 -11.07
MSCI EM PR LCL 07-28-15 -3.94 -6.81 -12.25 -1.90 -5.51 3.81 1.86
MSCI EM PR USD 07-28-15 -5.17 -9.12 -16.47 -6.80 -17.42 -1.82 -2.11
MSCI Europe NR USD 07-28-15 -2.26 -2.70 -3.04 5.22 -4.63 12.52 7.77
MSCI Europe PR LCL 07-28-15 -2.61 -1.37 -4.36 8.16 7.71 12.23 6.36
MSCI Hong Kong PR USD 07-28-15 -2.49 -4.16 -6.99 7.07 2.38 11.17 7.57
MSCI Japan NR USD 07-28-15 -2.61 -2.23 -4.53 12.26 5.67 14.53 7.63
MSCI Japan PR LCL 07-28-15 -2.79 -2.50 -0.84 14.78 26.28 30.77 13.09
MSCI North America NR USD 07-28-15 -1.28 -0.93 -1.57 1.81 5.28 15.43 14.33
MSCI Pacific Ex Japan NR USD 07-28-15 -3.36 -3.64 -11.08 -2.09 -12.15 5.06 6.15
MSCI Pacific Ex Japan PR LCL 07-28-15 -2.29 -0.87 -6.43 3.20 -0.07 9.09 4.32
MSCI Pacific NR USD 07-28-15 -2.86 -2.70 -6.83 7.00 -1.04 10.96 7.15
MSCI Pacific PR LCL 07-28-15 -2.62 -1.96 -2.83 10.58 15.90 21.79 9.50
MSCI World ex USA NR USD 07-28-15 -2.38 -3.12 -5.16 4.14 -5.07 10.88 6.94
MSCI World Ex USA PR LCL 07-28-15 -2.50 -1.74 -4.13 7.91 8.74 14.58 6.98
Nikkei 225 Average PR JPY 07-29-15 -1.41 0.96 1.22 16.34 30.00 33.33 15.93
S&P BSE SENSEX India INR 07-29-15 -3.30 -0.30 1.24 0.23 6.05 17.85 8.91
S&P/ASX All Ordinaries PR 07-29-15 0.11 3.56 -3.58 4.10 0.52 9.83 4.34
S&P/TSX Composite PR 07-28-15 -2.08 -4.93 -8.27 -3.79 -8.86 6.16 3.77
Shanghai SE Composite PR CNY 07-29-15 -5.88 -6.51 -15.36 17.14 73.56 21.19 7.43
SIX SMI CHF 07-28-15 -1.17 2.98 0.17 3.25 8.74 13.39 8.12
SIX SMI TR CHF 07-28-15 -1.13 3.01 0.75 6.31 12.09 16.86 11.62
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
Become a Morningstar Premium Member.?Enjoy our analyst picks and buy-sell opinions on 4,000 stocks, funds and ETFs. Learn more.

© Copyright 2015 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.






AP Privacy Policy | AP Terms of Use