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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 05-24-12 1.16 -3.40 -2.32 6.26 3.72 15.90 -0.36
Morningstar Large Core TR USD 05-24-12 0.77 -3.63 -2.14 6.13 4.13 15.38 1.16
Morningstar Large Growth TR USD 05-24-12 2.13 -2.61 -1.58 10.87 9.61 19.05 2.25
Morningstar Large Value TR USD 05-24-12 0.66 -3.91 -3.25 2.19 -2.45 13.39 -4.65
Morningstar Mid Cap TR USD 05-24-12 1.94 -3.96 -5.40 5.90 -2.85 20.73 0.76
Morningstar Mid Core TR USD 05-24-12 2.35 -3.10 -4.24 7.17 1.37 22.65 1.88
Morningstar Mid Growth TR USD 05-24-12 2.07 -3.74 -6.27 6.91 -4.30 20.82 1.74
Morningstar Mid Value TR USD 05-24-12 1.38 -5.05 -5.77 3.67 -5.71 18.58 -1.64
Morningstar Small Cap TR USD 05-24-12 1.79 -3.76 -6.05 4.82 -3.31 21.20 1.44
Morningstar Small Core TR USD 05-24-12 1.77 -4.00 -6.41 5.13 -5.34 20.05 0.29
Morningstar Small Growth TR USD 05-24-12 1.84 -3.59 -6.53 4.58 -3.39 20.63 1.99
Morningstar Small Value TR USD 05-24-12 1.76 -3.65 -5.23 4.72 -1.13 22.88 1.73
Morningstar US Core TR USD 05-24-12 1.13 -3.56 -2.83 6.26 2.96 17.23 1.40
Morningstar US Growth TR USD 05-24-12 2.09 -2.91 -2.90 9.62 5.76 19.62 2.20
Morningstar US Market TR USD 05-24-12 1.35 -3.54 -3.20 6.09 1.89 17.29 0.06
Morningstar US Value TR USD 05-24-12 0.88 -4.12 -3.92 2.68 -3.04 15.07 -3.58
Morningstar Wide Moat Focus TR USD 05-24-12 -0.01 -5.18 -5.69 6.21 3.70 17.84 6.05
Domestic Indexes
DJ Industrial Average TR USD 05-24-12 0.74 -3.26 -2.83 3.74 4.25 17.98 1.38
NASDAQ Composite PR USD 05-24-12 0.91 -4.13 -4.20 8.99 3.39 18.83 2.27
NYSE Composite PR 05-24-12 0.96 -5.45 -7.36 1.01 -8.48 9.26 -5.10
Russell 2000 TR USD 05-24-12 1.64 -3.83 -6.96 3.98 -4.03 18.63 -0.05
S&P 500 TR 05-24-12 1.24 -3.51 -2.78 5.93 2.57 16.59 -0.46
S&P MidCap 400 TR 05-24-12 2.22 -3.19 -4.66 7.05 -1.94 21.04 2.53
Bond Indexes
Barclays US Agg Bond TR USD 05-24-12 -0.28 0.48 1.01 1.72 6.85 6.98 6.58
Barclays US Government TR USD 05-24-12 -0.18 0.98 1.33 1.03 8.00 5.44 6.52
Barclays US MBS TR USD 05-24-12 -0.10 0.23 0.89 1.37 5.05 5.28 6.51
BofAML US HY Master II TR USD 05-24-12 -0.61 -0.63 0.01 4.80 3.23 17.14 7.34
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 05-24-12 -0.14 0.66 1.23 3.57 10.28 6.96 5.81
Foreign Indexes
BSE SENSEX India INR 05-24-12 0.94 -5.72 -9.49 4.97 -9.94 5.32 2.67
DJ Malaysia PR USD 05-24-12 -1.23 -5.71 -6.80 0.95 -4.30 18.48 4.12
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 -1.35 -10.35 -14.21 0.53 -20.66 2.37 -2.57
Hang Seng HSI PR HKD 05-25-12 -1.74 -9.81 -13.01 1.02 -18.14 2.84 -1.92
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 05-24-12 -0.26 -6.90 -9.34 0.45 -10.86 7.94 -5.38
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 05-24-12 -0.42 -5.91 -9.96 -2.50 -14.79 2.55 -8.94
MSCI EM Latin America PR USD 05-24-12 -1.23 -14.30 -21.18 -6.90 -22.64 5.17 -0.89
MSCI EM PR LCL 05-24-12 -1.07 -7.35 -9.86 0.17 -11.44 6.15 -0.79
MSCI EM PR USD 05-24-12 -2.03 -10.78 -15.50 -1.56 -19.79 6.52 -2.10
MSCI Europe NR USD 05-24-12 -0.67 -8.51 -13.12 -2.62 -18.86 4.49 -7.72
MSCI Europe PR LCL 05-24-12 -0.01 -5.55 -10.49 -3.17 -14.98 2.53 -9.25
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 05-24-12 1.25 -3.96 -3.84 4.98 -0.19 15.31 -0.93
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 05-24-12 -1.34 -8.55 -12.41 -2.45 -16.40 5.01 -6.39
MSCI World Ex USA PR LCL 05-24-12 -0.75 -6.53 -10.63 -2.29 -14.82 0.53 -10.31
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 05-24-12 2.08 -3.46 -9.11 -3.25 -14.92 4.99 -3.67
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 05-24-12 -0.32 -3.93 -2.03 2.09 -5.98 6.12 -6.00
D
dollars		 USD
in dollars		 NR
net dividends reinvested		 TR
total return		 LCL
in local currency		 PR
price change
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