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 05-25-12 1.58 -4.99 -2.59 5.97 3.12 15.79 -0.52 Morningstar Large Core TR USD 05-25-12 1.27 -4.78 -2.36 5.89 3.65 15.29 1.03 Morningstar Large Growth TR USD 05-25-12 2.75 -5.51 -1.90 10.52 8.69 18.92 2.06 Morningstar Large Value TR USD 05-25-12 0.79 -4.71 -3.52 1.91 -2.89 13.28 -4.81 Morningstar Mid Cap TR USD 05-25-12 3.25 -5.44 -5.33 5.98 -3.34 20.76 0.65 Morningstar Mid Core TR USD 05-25-12 3.56 -4.60 -4.21 7.21 0.88 22.67 1.72 Morningstar Mid Growth TR USD 05-25-12 3.50 -5.65 -6.30 6.89 -5.22 20.81 1.61 Morningstar Mid Value TR USD 05-25-12 2.70 -6.12 -5.57 3.89 -5.76 18.67 -1.68 Morningstar Small Cap TR USD 05-25-12 2.93 -5.31 -6.05 4.83 -4.29 21.20 1.30 Morningstar Small Core TR USD 05-25-12 2.97 -5.59 -6.35 5.19 -6.27 20.07 0.15 Morningstar Small Growth TR USD 05-25-12 3.05 -5.35 -6.49 4.63 -4.57 20.65 1.85 Morningstar Small Value TR USD 05-25-12 2.79 -4.99 -5.32 4.61 -1.95 22.84 1.60 Morningstar US Core TR USD 05-25-12 1.81 -4.80 -2.99 6.09 2.44 17.16 1.27 Morningstar US Growth TR USD 05-25-12 2.92 -5.53 -3.12 9.37 4.80 19.52 2.02 Morningstar US Market TR USD 05-25-12 2.00 -5.10 -3.38 5.89 1.29 17.22 -0.09 Morningstar US Value TR USD 05-25-12 1.32 -5.02 -4.07 2.51 -3.42 15.00 -3.72 Morningstar Wide Moat Focus TR USD 05-25-12 0.55 -6.26 -5.90 5.98 3.55 17.76 6.01 Domestic Indexes DJ Industrial Average TR USD 05-25-12 0.73 -4.52 -3.41 3.11 3.31 17.74 1.16 NASDAQ Composite PR USD 05-25-12 2.11 -6.34 -4.26 8.92 2.76 18.81 2.10 NYSE Composite PR 05-25-12 1.43 -6.65 -7.58 0.77 -9.17 9.18 -5.27 Russell 2000 TR USD 05-25-12 2.59 -5.52 -6.98 3.96 -5.28 18.62 -0.20 S&P 500 TR 05-25-12 1.77 -5.03 -2.99 5.70 2.02 16.50 -0.62 S&P MidCap 400 TR 05-25-12 3.26 -5.01 -4.81 6.88 -2.81 20.97 2.36 Bond Indexes Barclays US Agg Bond TR USD 05-25-12 -0.18 0.58 1.06 1.76 6.92 7.00 6.59 Barclays US Government TR USD 05-25-12 -0.15 1.10 1.36 1.07 8.04 5.45 6.53 Barclays US MBS TR USD 05-25-12 -0.07 0.27 0.90 1.38 5.05 5.28 6.51 BofAML US HY Master II TR USD 05-25-12 -0.24 -0.84 0.06 4.85 3.36 17.12 7.36 USTREAS T-Bill Auction Ave 3 Mon 04-30-12 --- 0.01 0.02 0.03 0.04 0.10 0.97 USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-12 --- 2.70 -0.61 0.08 15.13 6.55 7.94 Municipal Indexes Barclays Municipal TR USD 05-25-12 -0.13 0.69 1.23 3.57 10.27 6.96 5.81 Foreign Indexes BSE SENSEX India INR 05-25-12 0.40 -5.44 -9.52 4.94 -9.13 5.24 2.49 DJ Malaysia PR USD 05-25-12 0.59 -5.43 -6.54 1.23 -3.58 18.12 4.22 Euronext BEL 20 PR EUR 05-25-12 2.20 -5.52 -6.31 1.73 -20.64 0.71 -14.62 Euronext Paris CAC 40 NR EUR 05-25-12 1.47 -4.44 -10.63 -1.91 -19.98 1.14 -9.81 Euronext Paris CAC 40 PR EUR 05-25-12 1.33 -5.74 -12.09 -3.54 -22.42 -1.98 -12.83 FSE DAX PR EUR 05-25-12 0.56 -7.82 -10.55 3.70 -14.95 5.23 -7.28 FSE DAX TR EUR 05-25-12 1.10 -5.44 -7.64 7.49 -11.59 8.83 -3.91 FTSE 100 PR GBP 05-25-12 1.59 -6.42 -9.83 -3.96 -8.83 7.03 -4.02 FTSE 100 TR GBP 05-25-12 1.60 -6.00 -8.67 -2.23 -5.36 10.87 -0.35 FTSE 250 PR GBP 05-25-12 -0.14 -8.09 -9.62 3.11 -11.90 11.37 -2.88 Hang Seng Hong Kong Composite PR HKD 05-25-12 -0.81 -9.86 -13.74 1.08 -20.22 2.56 -2.46 Hang Seng HSI PR HKD 05-25-12 -1.26 -9.36 -12.58 1.51 -17.73 3.01 -1.83 MSCI AC Far East Ex Japan PR USD 05-25-12 -0.52 -9.30 -11.60 1.05 -15.96 8.16 -0.95 MSCI ACWI PR USD 05-25-12 0.69 -7.96 -9.53 0.24 -11.24 7.81 -5.44 MSCI EAFE NR USD 05-25-12 -0.37 -9.58 -12.79 -2.60 -16.60 4.47 -6.90 MSCI EAFE PR LCL 05-25-12 0.58 -7.55 -10.77 -2.12 -14.76 0.16 -10.84 MSCI EASEA PR LCL 05-25-12 0.88 -6.64 -9.92 -2.45 -14.91 2.51 -8.93 MSCI EM Latin America PR USD 05-25-12 0.10 -12.90 -20.27 -5.82 -21.68 5.37 -1.09 MSCI EM PR LCL 05-25-12 0.13 -7.47 -9.95 0.07 -11.29 6.09 -0.79 MSCI EM PR USD 05-25-12 -0.49 -10.82 -15.50 -1.56 -19.31 6.49 -2.13 MSCI Europe NR USD 05-25-12 0.00 -9.56 -13.35 -2.87 -19.49 4.29 -7.80 MSCI Europe PR LCL 05-25-12 1.20 -6.36 -10.37 -3.04 -15.18 2.52 -9.23 MSCI Hong Kong PR USD 05-25-12 -0.67 -9.07 -12.27 2.32 -14.94 7.06 -0.45 MSCI Japan NR USD 05-25-12 -0.92 -8.73 -11.61 -2.99 -8.35 0.83 -7.31 MSCI Japan PR JPY 05-25-12 -0.49 -10.79 -13.69 -0.67 -12.96 -6.80 -16.42 MSCI North America NR USD 05-25-12 1.81 -5.49 -4.04 4.76 -0.84 15.21 -1.08 MSCI Pacific Ex Japan NR USD 05-25-12 -1.07 -10.79 -12.11 -0.59 -13.85 13.53 -0.03 MSCI Pacific Ex Japan PR LCL 05-25-12 -0.44 -7.73 -7.73 0.56 -13.34 3.31 -6.35 MSCI Pacific NR USD 05-25-12 -0.97 -9.53 -11.79 -2.07 -10.55 5.06 -4.86 MSCI Pacific PR LCL 05-25-12 -0.47 -9.60 -11.42 -0.19 -13.22 -3.55 -13.34 MSCI World Ex US NR USD 05-25-12 -0.16 -9.48 -12.64 -2.71 -16.90 4.81 -6.41 MSCI World Ex USA PR LCL 05-25-12 0.80 -7.26 -10.60 -2.25 -15.00 0.43 -10.26 Nikkei 225 Average PR JPY 05-25-12 -0.36 -10.26 -11.06 1.48 -8.94 -2.81 -13.27 S&P/ASX All Ordinaries PR 05-25-12 -0.43 -7.95 -7.01 -0.73 -12.45 3.00 -8.24 S&P/TSX Composite PR 05-25-12 2.62 -4.41 -9.03 -3.17 -15.82 4.76 -3.76 Shanghai SE Composite PR CNY 05-25-12 -0.47 -3.04 -4.35 6.10 -14.89 -3.66 -11.00 SIX SMI CHF 05-25-12 1.16 -4.64 -5.16 -1.20 -9.27 2.50 -8.97 SIX SMI TR CHF 05-25-12 1.19 -4.13 -1.82 2.32 -5.93 5.96 -6.00 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. 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