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 09-22-14 0.61 0.52 2.31 9.52 19.11 23.32 15.35
Morningstar Large Core TR USD 09-22-14 0.74 1.56 2.31 9.98 17.62 25.26 16.24
Morningstar Large Growth TR USD 09-22-14 0.35 -0.83 3.60 9.98 22.17 22.84 16.51
Morningstar Large Value TR USD 09-22-14 0.76 0.91 1.01 8.65 17.49 22.17 13.41
Morningstar Mid Cap TR USD 09-22-14 -0.64 -1.09 -0.07 7.92 16.64 24.25 17.36
Morningstar Mid Core TR USD 09-22-14 -0.28 -0.70 0.74 10.25 19.57 25.51 18.39
Morningstar Mid Growth TR USD 09-22-14 -0.76 -1.50 0.12 5.48 12.10 20.29 16.64
Morningstar Mid Value TR USD 09-22-14 -0.90 -1.07 -1.10 8.32 18.68 27.14 17.06
Morningstar Small Cap TR USD 09-22-14 -1.31 -2.14 -3.75 1.22 10.27 23.37 15.75
Morningstar Small Core TR USD 09-22-14 -1.27 -2.11 -3.48 3.21 12.67 23.63 15.30
Morningstar Small Growth TR USD 09-22-14 -0.96 -1.72 -4.33 -3.02 3.91 21.23 15.76
Morningstar Small Value TR USD 09-22-14 -1.67 -2.56 -3.44 3.45 14.52 25.25 16.13
Morningstar US Core TR USD 09-22-14 0.40 0.84 1.58 9.54 17.66 25.18 16.66
Morningstar US Growth TR USD 09-22-14 0.05 -1.01 2.38 8.20 18.79 22.21 16.54
Morningstar US Market TR USD 09-22-14 0.24 0.02 1.42 8.63 18.00 23.52 15.82
Morningstar US Value TR USD 09-22-14 0.27 0.28 0.29 8.23 17.57 23.41 14.35
Morningstar Wide Moat Focus TR USD 09-22-14 0.31 0.65 3.38 9.85 16.18 27.29 16.43
Domestic Indexes
DJ Industrial Average TR USD 09-22-14 0.84 1.16 1.91 5.39 13.74 19.99 14.75
NASDAQ Composite PR USD 09-22-14 0.19 -0.24 3.65 8.41 19.95 22.62 16.10
NYSE Composite PR 09-22-14 -0.15 -0.50 -1.14 4.73 11.49 17.43 9.10
Russell 2000 TR USD 09-22-14 -1.48 -2.56 -4.67 -2.07 6.63 22.31 14.24
S&P 500 TR USD 09-22-14 0.53 0.45 2.11 9.50 19.06 23.52 15.64
S&P MidCap 400 TR 09-22-14 -1.11 -1.69 -1.44 5.34 14.04 23.11 16.41
Bond Indexes
Barclays US Agg Bond TR USD 09-22-14 0.20 -0.46 0.56 3.95 4.35 2.08 4.20
Barclays US Government TR USD 09-22-14 0.14 -0.45 0.59 2.74 2.49 0.69 3.21
Barclays US MBS TR USD 09-22-14 0.21 -0.16 0.33 3.97 4.33 1.77 3.51
BofAML US HY Master II TR USD 09-22-14 0.19 -0.76 -0.77 4.83 8.03 10.53 10.82
USTREAS T-Bill Auction Ave 3 Mon 08-31-14 --- 0.00 0.01 0.03 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 08-31-14 --- 2.24 1.77 7.98 6.54 1.74 4.36
Municipal Indexes
Barclays Municipal TR USD 09-22-14 0.18 0.16 1.62 7.24 8.01 4.25 4.75
Foreign Indexes
DJ Malaysia PR USD 09-22-14 -0.59 -3.72 -1.14 1.85 1.45 9.90 10.73
Euronext BEL 20 PR EUR 09-22-14 1.20 1.81 1.71 10.14 13.53 17.15 5.38
Euronext Paris CAC 40 NR EUR 09-22-14 0.31 4.46 -2.05 5.35 8.15 19.99 6.01
Euronext Paris CAC 40 PR EUR 09-22-14 0.31 4.46 -2.18 3.41 5.68 16.89 3.05
FSE DAX PR EUR 09-22-14 0.93 4.39 -2.38 -0.71 9.32 19.63 7.75
FSE DAX TR EUR 09-22-14 0.93 4.39 -2.38 2.07 12.38 23.59 11.30
FTSE 100 PR GBP 09-22-14 -0.45 -0.02 -0.76 0.36 2.69 10.34 5.66
FTSE 100 TR GBP 09-22-14 -0.45 0.10 0.15 3.27 6.35 14.47 9.50
FTSE 250 PR GBP 09-22-14 0.61 -0.86 -0.30 -1.20 4.74 16.77 11.23
Hang Seng Hong Kong Composite PR HKD 09-23-14 -0.70 -4.23 5.07 0.59 2.13 10.53 2.11
Hang Seng HSI PR HKD 09-23-14 -0.78 -4.63 5.02 2.76 2.47 10.67 2.09
MSCI AC Far East Ex Japan PR USD 09-22-14 -1.36 -4.18 1.52 3.75 4.21 9.13 4.97
MSCI ACWI PR USD 09-22-14 -0.18 -0.93 -1.11 3.92 9.57 15.24 7.83
MSCI EAFE NR USD 09-22-14 -0.45 -1.18 -4.37 0.73 5.59 15.73 6.74
MSCI EAFE PR LCL 09-22-14 0.25 1.76 0.27 2.94 7.34 15.56 5.07
MSCI EASEA PR LCL 09-22-14 -0.06 1.24 -0.84 3.39 7.03 14.33 4.82
MSCI EM Latin America PR USD 09-22-14 -2.60 -4.90 -1.78 4.26 -1.74 0.15 -1.74
MSCI EM PR LCL 09-22-14 -0.96 -2.05 2.09 5.33 6.00 8.03 4.00
MSCI EM PR USD 09-22-14 -1.47 -3.95 -0.34 3.75 2.68 5.71 2.44
MSCI Europe NR USD 09-22-14 -0.08 -0.12 -5.47 0.63 7.51 18.40 7.03
MSCI Europe PR LCL 09-22-14 0.25 2.41 -0.97 3.67 7.79 15.22 5.20
MSCI Hong Kong PR USD 09-22-14 -1.93 -5.82 2.40 3.78 5.02 12.22 6.83
MSCI Japan NR USD 09-22-14 -0.20 -0.84 -1.79 -1.23 1.02 9.92 5.27
MSCI Japan PR LCL 09-22-14 1.44 3.81 4.67 1.42 8.61 21.31 7.00
MSCI North America NR USD 09-22-14 0.29 0.08 1.68 8.90 17.77 21.57 14.24
MSCI Pacific Ex Japan NR USD 09-22-14 -2.94 -7.10 -2.64 3.95 2.54 12.94 8.34
MSCI Pacific Ex Japan PR LCL 09-22-14 -1.79 -4.71 -0.13 1.24 2.33 10.44 3.46
MSCI Pacific NR USD 09-22-14 -1.23 -3.25 -2.10 0.66 1.61 11.07 6.39
MSCI Pacific PR LCL 09-22-14 0.22 0.49 2.82 1.22 6.13 16.70 5.32
MSCI World ex USA NR USD 09-22-14 -0.57 -1.29 -3.99 1.53 6.37 15.11 6.69
MSCI World Ex USA PR LCL 09-22-14 0.02 1.39 0.37 3.73 8.39 14.93 5.03
Nikkei 225 Average PR JPY 09-22-14 1.62 4.29 5.58 -0.52 9.93 23.71 9.34
S&P BSE SENSEX India INR 09-23-14 1.07 1.35 6.97 26.48 34.54 18.33 9.88
S&P/ASX All Ordinaries PR 09-23-14 -0.56 -3.98 -0.31 1.17 3.24 10.83 2.70
S&P/TSX Composite PR 09-22-14 -2.28 -2.62 0.13 11.07 18.14 9.38 5.48
Shanghai SE Composite PR CNY 09-23-14 0.57 3.08 14.10 9.16 3.99 -1.72 -4.07
SIX SMI CHF 09-22-14 0.24 3.08 1.33 7.49 8.79 18.58 6.82
SIX SMI TR CHF 09-22-14 0.31 3.15 1.42 10.83 12.18 22.45 10.25
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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