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 01-23-15 1.70 -1.17 5.74 -0.12 14.57 18.35 15.55
Morningstar Large Core TR USD 01-23-15 1.09 -1.65 7.67 -0.26 18.46 20.66 17.05
Morningstar Large Growth TR USD 01-23-15 2.82 0.51 5.89 1.11 15.61 19.92 16.49
Morningstar Large Value TR USD 01-23-15 1.13 -2.49 3.56 -1.32 9.69 14.73 13.15
Morningstar Mid Cap TR USD 01-23-15 1.65 -0.85 6.00 -0.09 11.97 19.13 17.62
Morningstar Mid Core TR USD 01-23-15 1.56 -1.20 6.84 -0.23 15.01 19.58 18.86
Morningstar Mid Growth TR USD 01-23-15 2.30 0.14 6.35 0.80 9.47 17.25 17.08
Morningstar Mid Value TR USD 01-23-15 1.10 -1.47 4.76 -0.85 11.73 20.66 16.90
Morningstar Small Cap TR USD 01-23-15 1.36 -1.08 5.79 -1.02 5.72 17.27 16.51
Morningstar Small Core TR USD 01-23-15 1.27 -1.19 5.54 -0.99 7.75 17.35 15.87
Morningstar Small Growth TR USD 01-23-15 1.61 -0.07 6.47 -0.03 1.88 16.42 17.14
Morningstar Small Value TR USD 01-23-15 1.22 -1.94 5.41 -1.98 7.50 18.01 16.50
Morningstar US Core TR USD 01-23-15 1.20 -1.53 7.36 -0.30 16.99 20.21 17.38
Morningstar US Growth TR USD 01-23-15 2.64 0.40 6.02 0.98 13.44 19.13 16.72
Morningstar US Market TR USD 01-23-15 1.67 -1.10 5.80 -0.17 13.43 18.45 16.07
Morningstar US Value TR USD 01-23-15 1.13 -2.24 3.94 -1.27 9.95 16.16 14.15
Morningstar Wide Moat Focus TR USD 01-23-15 1.63 -5.64 -1.91 -4.44 4.38 17.13 14.87
Domestic Indexes
DJ Industrial Average TR USD 01-23-15 0.94 -1.84 6.60 -0.73 11.67 14.44 14.59
NASDAQ Composite PR USD 01-23-15 2.66 -0.16 6.85 0.46 12.78 19.56 16.62
NYSE Composite PR 01-23-15 1.20 -1.49 2.56 -0.47 5.05 11.15 8.60
Russell 2000 TR USD 01-23-15 1.05 -1.02 6.84 -1.28 2.75 16.52 15.55
S&P 500 TR USD 01-23-15 1.62 -1.34 5.71 -0.26 14.53 18.46 15.86
S&P MidCap 400 TR 01-23-15 1.75 -0.24 6.49 0.28 9.58 17.84 16.76
Bond Indexes
Barclays US Agg Bond TR USD 01-23-15 0.14 1.98 2.10 1.50 6.42 3.23 4.45
Barclays US Government TR USD 01-23-15 0.01 2.30 2.45 1.79 5.84 2.24 3.79
Barclays US MBS TR USD 01-23-15 0.10 0.90 1.33 0.58 5.60 2.54 3.59
BofAML US HY Master II TR USD 01-23-15 0.41 0.52 -1.77 0.34 1.73 7.81 8.59
USTREAS T-Bill Auction Ave 3 Mon 12-31-14 --- 0.00 0.01 0.03 0.03 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 12-31-14 --- 0.27 3.72 10.56 10.56 1.29 5.41
Municipal Indexes
Barclays Municipal TR USD 01-23-15 -0.05 1.67 2.03 1.37 8.55 4.34 5.31
Foreign Indexes
DJ Malaysia PR USD 01-23-15 2.07 0.31 -10.24 -0.11 -7.99 0.23 5.87
Euronext BEL 20 PR EUR 01-26-15 4.54 7.35 15.34 8.06 22.84 16.38 7.30
Euronext Paris CAC 40 NR EUR 01-26-15 6.39 8.85 13.51 9.43 14.90 14.55 7.14
Euronext Paris CAC 40 PR EUR 01-26-15 6.38 8.83 13.23 9.42 12.34 11.60 4.19
FSE DAX PR EUR 01-26-15 5.43 8.83 20.14 10.12 11.84 14.56 10.13
FSE DAX TR EUR 01-26-15 5.43 8.83 20.14 10.12 14.97 18.19 13.76
FTSE 100 PR GBP 01-26-15 4.05 3.67 7.26 4.36 2.83 5.74 5.36
FTSE 100 TR GBP 01-26-15 4.09 3.79 7.85 4.46 6.49 9.68 9.18
FTSE 250 PR GBP 01-26-15 2.51 2.27 9.15 2.39 4.88 14.72 12.13
Hang Seng Hong Kong Composite PR HKD 01-26-15 4.53 5.59 6.10 3.80 8.34 6.28 3.66
Hang Seng HSI PR HKD 01-26-15 4.77 6.52 6.73 5.36 10.79 6.76 4.34
MSCI AC Far East Ex Japan PR USD 01-26-15 3.70 4.33 4.64 3.69 8.69 4.82 5.34
MSCI ACWI PR USD 01-23-15 2.11 -0.44 2.67 0.27 3.39 9.77 7.28
MSCI EAFE NR USD 01-26-15 1.84 0.18 1.06 1.02 -2.21 9.06 5.99
MSCI EAFE PR LCL 01-26-15 3.86 2.53 9.14 3.38 8.60 12.39 5.82
MSCI EASEA PR LCL 01-26-15 4.34 3.78 8.11 4.43 8.09 9.98 5.38
MSCI EM Latin America PR USD 01-23-15 2.21 -0.27 -8.46 -0.22 -8.69 -12.22 -6.88
MSCI EM PR LCL 01-23-15 3.09 3.55 5.13 3.13 8.30 4.65 3.38
MSCI EM PR USD 01-23-15 3.49 4.09 0.93 3.62 2.79 -0.29 0.55
MSCI Europe NR USD 01-26-15 2.16 0.17 1.27 1.25 -3.36 9.93 6.38
MSCI Europe PR LCL 01-26-15 4.54 4.03 9.27 4.85 8.22 10.31 5.76
MSCI Hong Kong PR USD 01-26-15 3.06 5.45 3.35 4.99 10.58 9.35 8.37
MSCI Japan NR USD 01-26-15 1.36 -0.27 3.50 0.84 -2.56 8.40 4.63
MSCI Japan PR LCL 01-26-15 2.12 -1.94 13.18 -0.38 10.81 22.59 8.51
MSCI North America NR USD 01-23-15 1.54 -1.53 4.68 -0.55 12.47 16.38 14.26
MSCI Pacific Ex Japan NR USD 01-26-15 0.98 0.98 -4.08 0.09 3.97 5.99 6.80
MSCI Pacific Ex Japan PR LCL 01-26-15 3.37 2.55 2.17 2.27 6.56 8.54 3.94
MSCI Pacific NR USD 01-26-15 1.22 0.19 0.60 0.57 -0.21 7.50 5.43
MSCI Pacific PR LCL 01-26-15 2.58 -0.31 8.88 0.59 9.01 16.69 6.43
MSCI World ex USA NR USD 01-23-15 2.40 -0.28 0.17 0.14 -4.06 8.58 5.51
MSCI World Ex USA PR LCL 01-23-15 4.08 2.08 7.85 2.61 5.96 11.76 5.44
Nikkei 225 Average PR JPY 01-26-15 2.67 -1.97 14.24 0.10 13.49 25.44 11.09
S&P BSE SENSEX India INR 01-23-15 4.11 6.44 9.04 6.47 36.99 20.46 11.67
S&P/ASX All Ordinaries PR 01-23-15 3.59 2.09 1.83 1.48 3.65 8.44 2.76
S&P/TSX Composite PR 01-23-15 3.28 1.27 2.02 1.00 6.07 5.68 5.43
Shanghai SE Composite PR CNY 01-26-15 8.56 7.14 46.95 4.59 64.68 13.41 2.30
SIX SMI CHF 01-26-15 1.76 -8.04 -2.76 -7.65 1.16 10.79 5.05
SIX SMI TR CHF 01-26-15 1.76 -8.04 -2.74 -7.65 4.32 14.40 8.44
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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