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 05-01-15 -0.49 2.64 6.25 3.03 14.22 16.66 14.48
Morningstar Large Core TR USD 05-01-15 -0.40 2.55 5.12 0.69 14.68 18.43 15.28
Morningstar Large Growth TR USD 05-01-15 -1.60 1.71 6.72 6.27 20.19 17.29 15.96
Morningstar Large Value TR USD 05-01-15 0.71 3.83 6.98 2.07 7.79 14.33 12.24
Morningstar Mid Cap TR USD 05-01-15 -0.91 0.70 6.53 4.82 14.54 18.27 15.62
Morningstar Mid Core TR USD 05-01-15 -0.53 0.46 6.18 4.36 16.67 18.46 16.87
Morningstar Mid Growth TR USD 05-01-15 -1.52 0.81 8.37 7.60 17.69 16.73 15.41
Morningstar Mid Value TR USD 05-01-15 -0.67 0.84 5.00 2.47 9.27 19.68 14.53
Morningstar Small Cap TR USD 05-01-15 -2.25 -1.55 5.47 2.59 10.48 16.42 13.84
Morningstar Small Core TR USD 05-01-15 -1.69 -1.05 5.80 2.90 10.87 16.34 13.18
Morningstar Small Growth TR USD 05-01-15 -3.29 -1.93 6.13 4.36 12.08 15.86 14.92
Morningstar Small Value TR USD 05-01-15 -1.79 -1.68 4.50 0.61 8.57 17.05 13.43
Morningstar US Core TR USD 05-01-15 -0.51 1.86 5.38 1.58 14.82 18.30 15.48
Morningstar US Growth TR USD 05-01-15 -1.69 1.30 7.00 6.41 19.16 17.08 15.83
Morningstar US Market TR USD 05-01-15 -0.70 1.95 6.25 3.36 14.04 16.98 14.69
Morningstar US Value TR USD 05-01-15 0.24 2.78 6.38 2.04 8.15 15.60 12.79
Morningstar Wide Moat Focus TR USD 05-01-15 0.41 5.31 9.62 2.39 9.03 16.74 14.46
Domestic Indexes
DJ Industrial Average TR USD 05-01-15 -0.31 1.91 5.59 1.81 11.39 13.49 13.22
NASDAQ Composite PR USD 05-01-15 -1.70 2.56 7.99 5.69 21.27 17.95 15.25
NYSE Composite PR 05-01-15 -0.47 2.28 5.72 2.78 4.81 10.92 8.31
Russell 2000 TR USD 05-01-15 -3.09 -1.83 5.72 2.32 10.51 16.17 12.88
S&P 500 TR USD 05-01-15 -0.42 2.46 6.22 3.03 14.22 16.93 14.57
S&P MidCap 400 TR 05-01-15 -1.30 -0.27 5.86 4.67 13.06 16.73 14.62
Bond Indexes
Barclays US Agg Bond TR USD 05-01-15 -0.92 -0.98 -1.16 0.91 3.89 2.54 4.05
Barclays US Government TR USD 05-01-15 -0.93 -1.14 -1.71 0.74 3.58 1.64 3.43
Barclays US MBS TR USD 05-01-15 -0.37 -0.29 0.09 0.94 4.21 2.28 3.48
BofAML US HY Master II TR USD 05-01-15 -0.10 1.19 3.08 3.79 2.54 7.45 8.19
USTREAS T-Bill Auction Ave 3 Mon 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-15 --- -0.82 -2.86 1.65 7.92 1.81 5.23
Municipal Indexes
Barclays Municipal TR USD 05-01-15 -0.54 -0.71 -1.37 0.37 4.54 3.42 4.72
Foreign Indexes
DJ Malaysia PR USD 05-01-15 -1.39 4.04 3.87 2.13 -10.59 -0.61 4.21
Euronext BEL 20 PR EUR 05-04-15 -4.47 -2.67 2.99 11.79 18.63 19.23 7.96
Euronext Paris CAC 40 NR EUR 05-04-15 -3.38 0.49 8.71 19.50 16.55 20.13 9.66
Euronext Paris CAC 40 PR EUR 05-04-15 -3.55 0.15 8.21 18.94 13.99 17.14 6.61
FSE DAX PR EUR 05-04-15 -3.79 -3.41 5.65 17.22 18.47 17.53 10.64
FSE DAX TR EUR 05-04-15 -3.48 -2.90 6.49 18.50 21.60 20.99 14.11
FTSE 100 PR GBP 05-01-15 -1.20 2.59 3.50 6.39 2.60 6.32 4.70
FTSE 100 TR GBP 05-01-15 -1.15 2.97 4.88 7.91 6.34 10.30 8.52
FTSE 250 PR GBP 05-01-15 -1.47 2.01 7.13 8.60 10.21 14.94 11.00
Hang Seng Hong Kong Composite PR HKD 05-04-15 -0.89 12.97 18.57 21.77 29.43 11.07 6.26
Hang Seng HSI PR HKD 05-04-15 -1.09 11.27 13.96 19.15 26.34 10.08 6.26
MSCI AC Far East Ex Japan PR USD 05-04-15 -1.58 7.12 9.98 13.61 14.91 6.66 5.81
MSCI ACWI PR USD 05-01-15 -0.77 3.21 6.79 5.05 5.66 9.99 7.35
MSCI EAFE NR USD 05-04-15 -1.67 2.52 6.24 8.93 1.15 11.90 8.10
MSCI EAFE PR LCL 05-04-15 -2.51 0.40 6.66 11.37 15.21 15.59 6.99
MSCI EASEA PR LCL 05-04-15 -2.65 0.05 5.19 10.98 10.67 13.05 6.55
MSCI EM Latin America PR USD 05-01-15 -2.06 6.25 4.76 -1.85 -17.80 -11.87 -8.34
MSCI EM PR LCL 05-01-15 -1.49 5.00 8.83 10.33 14.69 5.96 4.15
MSCI EM PR USD 05-01-15 -1.37 6.42 8.78 9.38 5.02 0.66 0.50
MSCI Europe NR USD 05-04-15 -1.22 2.72 5.04 7.85 -3.28 12.66 8.85
MSCI Europe PR LCL 05-04-15 -2.81 -0.18 5.55 11.42 10.92 13.82 6.98
MSCI Hong Kong PR USD 05-04-15 0.39 8.86 10.27 15.76 18.61 11.63 9.60
MSCI Japan NR USD 05-04-15 -2.89 1.25 10.40 13.23 16.30 12.17 6.59
MSCI Japan PR LCL 05-04-15 -2.09 1.57 12.10 12.68 34.46 26.21 9.69
MSCI North America NR USD 05-01-15 -0.49 2.61 6.47 3.06 12.56 15.22 13.05
MSCI Pacific Ex Japan NR USD 05-04-15 -1.87 4.04 5.29 7.26 1.42 7.89 7.47
MSCI Pacific Ex Japan PR LCL 05-04-15 -1.78 1.41 3.09 8.79 8.79 9.67 4.91
MSCI Pacific NR USD 05-04-15 -2.53 2.22 8.53 11.04 10.56 10.58 6.93
MSCI Pacific PR LCL 05-04-15 -1.98 1.52 8.77 11.31 24.17 19.34 7.54
MSCI World ex USA NR USD 05-01-15 -0.87 3.93 8.47 8.09 0.73 10.37 6.90
MSCI World Ex USA PR LCL 05-01-15 -2.00 0.94 7.59 10.49 13.94 14.23 6.27
Nikkei 225 Average PR JPY 05-01-15 -2.44 2.61 10.51 11.92 34.84 27.83 12.05
S&P BSE SENSEX India INR 04-30-15 -2.61 -3.38 -7.44 -1.77 20.49 15.97 9.00
S&P/ASX All Ordinaries PR 05-04-15 -2.33 -0.92 1.43 7.93 6.93 9.26 4.12
S&P/TSX Composite PR 05-01-15 -0.44 2.66 4.54 4.83 4.61 7.54 4.67
Shanghai SE Composite PR CNY 05-04-15 -1.04 15.96 41.16 38.51 121.11 22.26 9.58
SIX SMI CHF 05-04-15 -2.71 -0.38 5.66 1.25 7.74 14.52 6.99
SIX SMI TR CHF 05-04-15 -2.49 0.97 8.42 3.89 11.11 17.96 10.42
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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