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 03-27-15 -2.29 -2.00 -0.93 0.49 13.65 15.61 14.23
Morningstar Large Core TR USD 03-27-15 -2.23 -2.51 -3.18 -1.67 13.33 17.37 15.16
Morningstar Large Growth TR USD 03-27-15 -2.82 -1.20 3.49 4.91 21.16 16.59 15.98
Morningstar Large Value TR USD 03-27-15 -1.72 -2.38 -3.33 -2.00 6.34 12.86 11.56
Morningstar Mid Cap TR USD 03-27-15 -1.72 -0.35 2.54 3.71 14.57 17.62 16.35
Morningstar Mid Core TR USD 03-27-15 -1.69 -0.35 2.40 3.53 16.64 18.11 17.67
Morningstar Mid Growth TR USD 03-27-15 -1.71 0.63 5.59 6.78 16.58 16.18 16.23
Morningstar Mid Value TR USD 03-27-15 -1.76 -1.40 -0.42 0.78 10.46 18.57 15.10
Morningstar Small Cap TR USD 03-27-15 -1.99 0.23 2.43 3.30 10.72 16.12 15.15
Morningstar Small Core TR USD 03-27-15 -2.06 0.42 2.28 3.18 10.52 15.95 14.73
Morningstar Small Growth TR USD 03-27-15 -2.08 0.44 4.65 5.77 11.44 15.70 16.06
Morningstar Small Value TR USD 03-27-15 -1.84 -0.17 0.47 1.10 10.20 16.70 14.64
Morningstar US Core TR USD 03-27-15 -2.11 -1.87 -1.69 -0.29 13.82 17.43 15.67
Morningstar US Growth TR USD 03-27-15 -2.55 -0.74 3.97 5.33 19.58 16.44 16.09
Morningstar US Market TR USD 03-27-15 -2.15 -1.52 -0.01 1.33 13.66 16.06 14.75
Morningstar US Value TR USD 03-27-15 -1.74 -2.01 -2.46 -1.20 7.47 14.29 12.50
Morningstar Wide Moat Focus TR USD 03-27-15 -0.95 -2.06 -3.82 -2.52 6.48 14.40 14.54
Domestic Indexes
DJ Industrial Average TR USD 03-27-15 -2.29 -2.22 -1.33 -0.05 11.46 13.08 13.16
NASDAQ Composite PR USD 03-27-15 -2.69 -1.46 1.75 3.28 17.83 16.16 15.35
NYSE Composite PR 03-27-15 -1.76 -1.70 -1.00 0.33 4.84 9.69 7.99
Russell 2000 TR USD 03-27-15 -1.99 0.73 2.43 3.27 9.14 15.45 14.34
S&P 500 TR USD 03-27-15 -2.20 -1.93 -0.81 0.60 13.76 15.88 14.45
S&P MidCap 400 TR 03-27-15 -1.99 0.27 3.17 4.22 13.32 16.36 15.57
Bond Indexes
Barclays US Agg Bond TR USD 03-27-15 0.01 0.35 1.86 1.49 5.41 3.03 4.41
Barclays US Government TR USD 03-27-15 0.00 0.53 1.95 1.52 4.98 2.25 3.82
Barclays US MBS TR USD 03-27-15 -0.02 0.20 1.11 0.88 5.14 2.47 3.57
BofAML US HY Master II TR USD 03-27-15 0.28 -0.64 2.48 2.38 2.03 7.38 8.41
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 03-27-15 -0.09 0.28 1.32 1.01 6.58 4.03 5.10
Foreign Indexes
DJ Malaysia PR USD 03-27-15 1.76 -3.05 -2.29 -1.85 -12.17 -2.00 4.60
Euronext BEL 20 PR EUR 03-30-15 0.30 1.30 14.85 14.54 20.54 17.42 7.21
Euronext Paris CAC 40 NR EUR 03-30-15 0.61 2.79 19.90 19.14 17.89 17.09 7.97
Euronext Paris CAC 40 PR EUR 03-30-15 0.57 2.67 19.74 18.98 15.24 14.08 4.98
FSE DAX PR EUR 03-30-15 1.60 6.02 22.89 22.89 22.66 16.46 10.84
FSE DAX TR EUR 03-30-15 1.60 6.00 23.26 23.26 26.06 20.27 14.50
FTSE 100 PR GBP 03-30-15 -2.08 -0.79 5.26 4.95 4.17 6.11 3.97
FTSE 100 TR GBP 03-30-15 -2.02 -0.24 6.36 6.06 7.92 10.04 7.73
FTSE 250 PR GBP 03-30-15 -1.96 -0.38 7.62 6.98 6.34 14.25 11.06
Hang Seng Hong Kong Composite PR HKD 03-30-15 2.33 1.54 6.24 5.50 12.42 6.65 2.57
Hang Seng HSI PR HKD 03-30-15 1.78 0.43 6.08 5.62 12.98 6.64 3.13
MSCI AC Far East Ex Japan PR USD 03-30-15 0.35 0.32 4.56 4.14 7.42 3.81 3.90
MSCI ACWI PR USD 03-27-15 -1.63 -1.75 0.86 1.86 4.75 8.12 6.85
MSCI EAFE NR USD 03-30-15 -1.38 -0.35 5.93 6.12 0.86 9.45 6.45
MSCI EAFE PR LCL 03-30-15 -0.81 1.79 11.30 11.15 16.27 13.72 6.12
MSCI EASEA PR LCL 03-30-15 -0.41 1.65 11.48 11.28 12.59 11.73 5.52
MSCI EM Latin America PR USD 03-27-15 -2.48 -9.38 -11.36 -11.83 -23.41 -16.86 -9.77
MSCI EM PR LCL 03-27-15 -1.64 -1.85 3.11 2.66 7.79 2.81 2.80
MSCI EM PR USD 03-27-15 -1.18 -3.25 0.59 0.19 -1.76 -3.17 -0.71
MSCI Europe NR USD 03-30-15 -1.16 -1.17 4.93 5.03 -3.15 9.93 6.85
MSCI Europe PR LCL 03-30-15 -0.43 2.00 12.44 12.19 13.13 12.22 5.99
MSCI Hong Kong PR USD 03-30-15 2.91 0.71 5.94 5.68 12.73 8.68 6.49
MSCI Japan NR USD 03-30-15 -1.71 2.60 10.89 11.37 14.77 9.74 5.98
MSCI Japan PR LCL 03-30-15 -2.15 2.33 10.71 10.71 31.66 22.20 9.38
MSCI North America NR USD 03-27-15 -2.12 -1.93 -0.88 0.42 11.94 14.09 12.93
MSCI Pacific Ex Japan NR USD 03-30-15 -2.01 -1.67 2.56 2.76 0.04 6.50 5.62
MSCI Pacific Ex Japan PR LCL 03-30-15 -0.34 -0.58 6.50 6.56 9.22 9.32 3.60
MSCI Pacific NR USD 03-30-15 -1.82 1.07 7.84 8.21 9.19 8.59 5.88
MSCI Pacific PR LCL 03-30-15 -1.52 1.28 9.20 9.23 22.77 16.86 6.86
MSCI World ex USA NR USD 03-27-15 -0.76 -0.69 4.13 4.87 0.81 8.20 6.16
MSCI World Ex USA PR LCL 03-27-15 -1.54 0.72 8.71 9.51 15.25 12.24 5.83
Nikkei 225 Average PR JPY 03-30-15 -1.74 3.26 11.24 11.24 32.09 24.40 11.83
S&P BSE SENSEX India INR 03-30-15 -0.77 -4.72 2.09 1.73 25.23 17.14 9.72
S&P/ASX All Ordinaries PR 03-30-15 -1.77 -1.39 7.86 7.94 8.17 9.58 3.38
S&P/TSX Composite PR 03-27-15 -0.87 -2.77 1.39 1.23 4.47 5.79 4.38
Shanghai SE Composite PR CNY 03-30-15 2.68 14.39 19.61 17.06 85.46 18.72 3.89
SIX SMI CHF 03-30-15 -1.75 2.08 2.44 2.44 9.90 13.85 6.02
SIX SMI TR CHF 03-30-15 -1.75 3.32 3.70 3.70 13.29 17.44 9.44
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.


















More National News



Most Popular Stories