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 06-01-15 -0.53 0.47 0.95 3.52 12.03 20.40 16.94
Morningstar Large Core TR USD 06-01-15 -0.40 0.61 0.43 1.30 12.50 22.16 17.71
Morningstar Large Growth TR USD 06-01-15 -0.65 0.91 1.00 7.24 17.15 21.38 18.63
Morningstar Large Value TR USD 06-01-15 -0.53 -0.19 1.48 1.87 6.36 17.73 14.52
Morningstar Mid Cap TR USD 06-01-15 -0.98 0.49 1.20 5.32 13.06 22.94 18.07
Morningstar Mid Core TR USD 06-01-15 -0.71 1.25 1.71 5.67 15.17 23.14 19.53
Morningstar Mid Growth TR USD 06-01-15 -1.19 -0.19 1.21 7.40 16.00 21.65 17.66
Morningstar Mid Value TR USD 06-01-15 -1.04 0.35 0.61 2.83 7.87 24.10 16.97
Morningstar Small Cap TR USD 06-01-15 -0.45 1.52 1.05 4.16 10.94 21.08 16.66
Morningstar Small Core TR USD 06-01-15 -0.53 1.87 2.01 4.82 11.09 21.33 16.03
Morningstar Small Growth TR USD 06-01-15 0.01 2.77 1.84 7.24 14.67 21.27 17.95
Morningstar Small Value TR USD 06-01-15 -0.82 -0.01 -0.66 0.60 7.31 20.66 16.02
Morningstar US Core TR USD 06-01-15 -0.48 0.83 0.80 2.42 12.96 22.29 17.99
Morningstar US Growth TR USD 06-01-15 -0.72 0.81 1.09 7.27 16.76 21.42 18.44
Morningstar US Market TR USD 06-01-15 -0.62 0.54 1.01 3.92 12.17 20.97 17.17
Morningstar US Value TR USD 06-01-15 -0.66 -0.07 1.13 1.97 6.74 19.22 15.12
Morningstar Wide Moat Focus TR USD 06-01-15 -2.08 -1.94 0.87 0.40 5.48 20.68 16.78
Domestic Indexes
DJ Industrial Average TR USD 06-01-15 -0.99 0.49 0.09 2.31 10.46 17.03 15.38
NASDAQ Composite PR USD 06-01-15 -0.13 1.55 2.41 7.32 19.81 22.76 17.99
NYSE Composite PR 06-01-15 -1.21 -0.71 -0.01 2.05 2.84 14.90 10.68
Russell 2000 TR USD 06-01-15 -0.17 1.87 1.67 4.24 11.60 20.85 15.83
S&P 500 TR USD 06-01-15 -0.63 0.41 0.86 3.45 12.05 20.76 17.00
S&P MidCap 400 TR 06-01-15 -0.90 1.03 1.74 5.75 12.45 21.22 17.21
Bond Indexes
Barclays US Agg Bond TR USD 06-01-15 0.14 -0.39 -0.61 0.52 2.55 1.95 3.79
Barclays US Government TR USD 06-01-15 0.23 -0.28 -0.51 0.46 2.53 0.80 3.05
Barclays US MBS TR USD 06-01-15 0.11 -0.11 0.14 0.83 3.09 2.12 3.22
BofAML US HY Master II TR USD 06-01-15 0.15 0.25 0.93 4.05 1.81 8.23 9.06
USTREAS T-Bill Auction Ave 3 Mon 05-31-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 05-31-15 --- -0.45 -0.57 1.19 5.45 0.52 4.41
Municipal Indexes
Barclays Municipal TR USD 06-01-15 0.36 -0.26 -0.60 0.11 3.09 3.00 4.51
Foreign Indexes
DJ Malaysia PR USD 06-01-15 -3.62 -6.78 -5.95 -4.79 -17.79 -0.85 4.71
Euronext BEL 20 PR EUR 06-02-15 -0.68 0.42 -0.64 12.31 16.74 21.56 8.41
Euronext Paris CAC 40 NR EUR 06-02-15 -1.43 0.15 3.25 18.85 13.12 22.24 10.32
Euronext Paris CAC 40 PR EUR 06-02-15 -1.56 -0.83 1.77 17.13 10.82 19.26 7.40
FSE DAX PR EUR 06-01-15 -3.43 -1.88 -1.87 13.74 12.17 20.16 10.34
FSE DAX TR EUR 06-02-15 -2.55 -1.10 -0.71 15.53 13.86 23.25 13.63
FTSE 100 PR GBP 06-02-15 -0.30 -0.83 -0.18 5.52 0.93 9.62 6.11
FTSE 100 TR GBP 06-02-15 -0.27 -0.45 1.14 7.42 4.58 13.66 9.89
FTSE 250 PR GBP 06-02-15 0.67 4.31 5.63 13.27 13.28 20.76 13.53
Hang Seng Hong Kong Composite PR HKD 06-02-15 -2.69 -2.31 13.95 18.76 22.95 14.78 7.38
Hang Seng HSI PR HKD 06-02-15 -2.74 -2.34 10.40 16.40 19.04 13.97 7.13
MSCI AC Far East Ex Japan PR USD 06-02-15 -3.23 -4.06 4.59 8.78 7.17 9.34 7.06
MSCI ACWI PR USD 06-01-15 -1.60 -0.90 0.41 4.10 3.01 14.14 9.64
MSCI EAFE NR USD 06-02-15 -0.11 0.02 2.60 8.88 -0.42 16.33 10.23
MSCI EAFE PR LCL 06-02-15 -0.70 0.50 2.14 11.59 13.14 19.02 8.49
MSCI EASEA PR LCL 06-02-15 -1.13 -0.85 0.06 9.61 7.46 15.58 7.30
MSCI EM Latin America PR USD 06-01-15 -4.45 -6.60 -5.79 -8.33 -22.89 -9.02 -7.45
MSCI EM PR LCL 06-01-15 -1.72 -2.64 2.70 7.41 8.79 8.09 5.13
MSCI EM PR USD 06-01-15 -3.13 -4.12 1.28 4.87 -2.41 3.91 2.03
MSCI Europe NR USD 06-02-15 0.32 -0.03 1.84 7.76 -4.22 17.46 10.75
MSCI Europe PR LCL 06-02-15 -0.85 -0.44 0.46 10.47 8.04 16.42 7.67
MSCI Hong Kong PR USD 06-02-15 -2.81 -1.27 7.48 13.34 13.06 15.33 10.78
MSCI Japan NR USD 06-02-15 -0.02 2.00 6.89 15.53 14.61 16.27 9.30
MSCI Japan PR LCL 06-02-15 0.81 5.33 9.63 18.69 37.00 33.21 13.74
MSCI North America NR USD 06-01-15 -0.79 0.06 0.70 3.11 10.22 19.11 15.37
MSCI Pacific Ex Japan NR USD 06-02-15 -2.62 -3.34 -1.13 3.41 -4.05 10.99 9.59
MSCI Pacific Ex Japan PR LCL 06-02-15 -2.65 -3.05 -2.23 5.25 3.93 11.74 5.81
MSCI Pacific NR USD 06-02-15 -0.92 0.11 4.01 11.09 7.49 14.37 9.44
MSCI Pacific PR LCL 06-02-15 -0.39 2.34 5.34 13.83 23.81 24.39 10.45
MSCI World ex USA NR USD 06-01-15 -2.34 -1.02 1.31 6.98 -1.50 15.08 9.22
MSCI World Ex USA PR LCL 06-01-15 -0.72 0.76 2.39 11.33 13.33 18.33 8.20
Nikkei 225 Average PR JPY 06-02-15 0.52 5.18 9.12 17.72 37.54 34.52 16.43
S&P BSE SENSEX India INR 06-02-15 -1.25 0.66 -7.71 -1.13 10.14 19.42 10.18
S&P/ASX All Ordinaries PR 06-02-15 -2.26 -2.74 -4.83 4.66 2.56 11.06 5.07
S&P/TSX Composite PR 06-01-15 -0.75 -1.73 -1.05 3.02 3.22 9.88 5.43
Shanghai SE Composite PR CNY 06-02-15 -0.01 10.56 47.19 51.81 140.81 27.42 13.81
SIX SMI CHF 06-02-15 -0.74 1.40 1.64 2.46 5.93 16.79 7.64
SIX SMI TR CHF 06-02-15 -0.71 1.82 4.59 5.46 9.15 20.35 11.15
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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