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 07-08-14 -0.45 0.88 6.64 7.24 21.86 16.02 19.23
Morningstar Large Core TR USD 07-08-14 -0.06 0.62 5.38 7.40 19.56 17.96 19.83
Morningstar Large Growth TR USD 07-08-14 -0.82 1.26 9.05 7.46 28.07 16.53 20.14
Morningstar Large Value TR USD 07-08-14 -0.44 0.79 5.44 6.89 18.03 13.69 17.83
Morningstar Mid Cap TR USD 07-08-14 -1.26 0.73 5.63 7.58 24.12 15.20 23.80
Morningstar Mid Core TR USD 07-08-14 -0.83 1.16 6.44 9.68 26.26 16.41 24.70
Morningstar Mid Growth TR USD 07-08-14 -1.79 0.57 4.66 4.42 20.23 11.31 22.09
Morningstar Mid Value TR USD 07-08-14 -1.17 0.41 5.82 8.95 26.29 18.05 24.59
Morningstar Small Cap TR USD 07-08-14 -2.45 0.51 4.05 3.78 20.30 13.65 23.10
Morningstar Small Core TR USD 07-08-14 -1.94 0.74 4.61 5.91 21.06 12.96 22.76
Morningstar Small Growth TR USD 07-08-14 -3.70 0.44 3.17 -0.97 17.62 12.06 21.34
Morningstar Small Value TR USD 07-08-14 -1.73 0.38 4.36 6.36 22.06 16.03 25.23
Morningstar US Core TR USD 07-08-14 -0.35 0.74 5.54 7.74 20.98 17.33 21.06
Morningstar US Growth TR USD 07-08-14 -1.21 1.07 7.77 6.29 25.75 15.14 20.67
Morningstar US Market TR USD 07-08-14 -0.75 0.82 6.26 7.07 22.22 15.71 20.45
Morningstar US Value TR USD 07-08-14 -0.67 0.68 5.44 7.26 19.99 14.73 19.69
Morningstar Wide Moat Focus TR USD 07-08-14 -0.61 0.80 4.68 6.43 25.37 19.17 21.61
Domestic Indexes
DJ Industrial Average TR USD 07-08-14 -0.25 0.01 4.59 3.23 13.67 13.01 18.70
NASDAQ Composite PR USD 07-08-14 -1.51 1.62 6.77 5.14 26.02 15.37 20.24
NYSE Composite PR 07-08-14 -0.76 0.54 4.89 5.41 18.31 9.24 14.28
Russell 2000 TR USD 07-08-14 -2.79 0.75 2.79 1.40 17.66 12.77 21.18
S&P 500 TR USD 07-08-14 -0.45 0.89 6.58 7.39 22.22 15.98 19.93
S&P MidCap 400 TR 07-08-14 -1.72 0.80 5.43 6.55 21.24 13.90 22.82
Bond Indexes
Barclays US Agg Bond TR USD 07-08-14 -0.06 0.29 1.38 3.63 4.72 3.34 4.58
Barclays US Government TR USD 07-08-14 -0.06 0.15 0.85 2.40 2.36 2.56 3.16
Barclays US MBS TR USD 07-08-14 -0.17 0.26 1.52 3.62 5.25 2.56 3.69
BofAML US HY Master II TR USD 07-08-14 0.05 0.66 2.41 5.72 11.98 9.01 13.91
USTREAS T-Bill Auction Ave 3 Mon 06-30-14 --- 0.00 0.01 0.02 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 Yr 06-30-14 --- -0.23 2.40 5.85 2.54 4.01 4.29
Municipal Indexes
Barclays Municipal TR USD 07-08-14 -0.37 -0.06 1.75 5.51 6.19 5.14 5.55
Foreign Indexes
DJ Malaysia PR USD 07-08-14 2.12 3.35 4.96 5.73 8.06 3.69 15.17
Euronext BEL 20 PR EUR 07-09-14 -1.22 -1.54 0.72 6.97 20.15 7.29 9.70
Euronext Paris CAC 40 NR EUR 07-09-14 -1.90 -4.84 -0.14 3.39 16.09 6.54 10.72
Euronext Paris CAC 40 PR EUR 07-09-14 -1.91 -5.00 -1.86 1.49 13.43 3.67 7.58
FSE DAX PR EUR 07-09-14 -1.04 -2.00 0.72 -0.12 18.41 6.31 12.49
FSE DAX TR EUR 07-09-14 -1.04 -2.00 3.18 2.68 21.72 9.83 16.20
FTSE 100 PR GBP 07-09-14 -1.44 -2.28 1.24 -0.46 3.15 3.89 10.07
FTSE 100 TR GBP 07-09-14 -1.43 -2.11 2.18 1.54 6.82 7.79 14.05
FTSE 250 PR GBP 07-09-14 -2.19 -4.12 -3.80 -2.42 6.35 8.80 16.54
Hang Seng Hong Kong Composite PR HKD 07-09-14 -1.02 0.92 0.74 -2.00 13.29 -0.55 4.93
Hang Seng HSI PR HKD 07-09-14 -1.52 0.46 1.53 -0.49 12.13 0.68 5.45
MSCI AC Far East Ex Japan PR USD 07-09-14 -0.33 1.86 3.57 4.60 16.53 0.32 8.90
MSCI ACWI PR USD 07-08-14 -0.53 0.57 4.75 5.00 19.29 7.51 12.84
MSCI EAFE NR USD 07-09-14 -1.35 -0.42 3.42 4.32 20.66 7.95 12.46
MSCI EAFE PR LCL 07-09-14 -1.23 -1.33 2.48 1.13 10.53 6.93 8.52
MSCI EASEA PR LCL 07-09-14 -1.32 -2.28 0.69 2.35 12.16 5.64 9.08
MSCI EM Latin America PR USD 07-08-14 0.50 1.42 2.90 6.02 11.44 -8.43 3.95
MSCI EM PR LCL 07-08-14 1.21 1.71 4.57 4.63 15.81 1.54 7.61
MSCI EM PR USD 07-08-14 1.27 1.89 5.26 6.19 17.52 -2.93 7.56
MSCI Europe NR USD 07-09-14 -1.67 -1.79 1.68 4.58 26.13 8.82 13.62
MSCI Europe PR LCL 07-09-14 -1.50 -2.72 0.70 2.25 12.20 5.94 9.44
MSCI Hong Kong PR USD 07-09-14 -1.75 1.20 3.00 2.95 15.14 4.55 10.24
MSCI Japan NR USD 07-09-14 -0.80 3.54 10.44 0.94 6.23 6.58 7.84
MSCI Japan PR LCL 07-09-14 -0.87 2.58 10.08 -3.28 5.03 12.80 7.70
MSCI North America NR USD 07-08-14 -0.49 1.13 6.55 7.31 22.04 14.10 18.71
MSCI Pacific Ex Japan NR USD 07-09-14 -0.57 0.69 2.22 8.07 18.75 6.08 15.61
MSCI Pacific Ex Japan PR LCL 07-09-14 -0.41 -0.03 0.67 2.24 11.50 4.60 7.83
MSCI Pacific NR USD 07-09-14 -0.71 2.45 7.20 3.53 10.68 6.40 10.48
MSCI Pacific PR LCL 07-09-14 -0.70 1.59 6.36 -1.35 7.24 9.27 7.29
MSCI World Ex US NR USD 07-08-14 -0.96 0.19 4.15 5.05 22.01 7.45 12.62
MSCI World Ex USA PR LCL 07-08-14 -0.64 -0.65 2.92 2.14 13.06 6.67 8.52
Nikkei 225 Average PR JPY 07-09-14 -0.44 1.18 7.01 -6.07 5.73 14.71 10.49
S&P BSE SENSEX India INR 07-09-14 -1.53 -0.53 12.08 20.19 30.89 10.50 13.09
S&P/ASX All Ordinaries PR 07-09-14 0.01 -0.02 -0.33 1.67 11.83 4.89 7.67
S&P/TSX Composite PR 07-08-14 -0.06 2.01 5.32 11.13 23.99 4.22 9.41
Shanghai SE Composite PR CNY 07-09-14 -1.01 0.40 -3.16 -3.66 3.72 -10.01 -8.18
SIX SMI CHF 07-09-14 -0.78 -1.39 1.53 4.10 7.50 11.55 9.99
SIX SMI TR CHF 07-09-14 -0.78 -1.39 2.94 7.24 10.83 15.18 13.55
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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