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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 04-17-15 -0.96 0.41 3.48 1.63 13.88 16.56 14.00
Morningstar Large Core TR USD 04-17-15 -1.18 0.04 0.45 -0.89 13.38 18.08 14.78
Morningstar Large Growth TR USD 04-17-15 -1.36 -0.65 7.05 5.26 21.08 17.19 15.55
Morningstar Large Value TR USD 04-17-15 -0.22 2.12 2.91 0.42 7.17 14.48 11.70
Morningstar Mid Cap TR USD 04-17-15 -1.08 0.81 6.36 4.54 14.98 18.70 15.72
Morningstar Mid Core TR USD 04-17-15 -1.37 0.38 5.58 3.72 16.61 18.94 16.97
Morningstar Mid Growth TR USD 04-17-15 -1.11 0.64 9.28 7.69 18.05 17.19 15.45
Morningstar Mid Value TR USD 04-17-15 -0.72 1.49 4.24 2.23 10.29 20.00 14.67
Morningstar Small Cap TR USD 04-17-15 -1.22 0.46 6.37 3.87 11.54 17.36 14.17
Morningstar Small Core TR USD 04-17-15 -1.13 0.00 5.60 3.24 10.52 16.99 13.35
Morningstar Small Growth TR USD 04-17-15 -1.48 0.86 8.64 6.88 14.26 17.30 15.30
Morningstar Small Value TR USD 04-17-15 -1.07 0.55 4.99 1.66 9.97 17.81 13.87
Morningstar US Core TR USD 04-17-15 -1.22 0.11 1.83 0.32 13.84 18.18 15.16
Morningstar US Growth TR USD 04-17-15 -1.32 -0.30 7.58 5.83 20.02 17.19 15.56
Morningstar US Market TR USD 04-17-15 -1.00 0.50 4.25 2.36 13.96 17.06 14.39
Morningstar US Value TR USD 04-17-15 -0.39 1.87 3.33 0.88 8.01 15.84 12.46
Morningstar Wide Moat Focus TR USD 04-17-15 0.51 4.45 7.96 1.51 7.45 17.06 14.41
Domestic Indexes
DJ Industrial Average TR USD 04-17-15 -1.26 -0.05 2.37 0.67 11.18 13.55 12.96
NASDAQ Composite PR USD 04-17-15 -1.28 -0.11 6.42 4.13 20.42 17.47 14.73
NYSE Composite PR 04-17-15 -0.49 1.80 3.73 2.02 4.99 11.10 7.83
Russell 2000 TR USD 04-17-15 -1.00 0.90 6.74 4.28 11.47 17.17 13.37
S&P 500 TR USD 04-17-15 -0.98 0.46 3.58 1.67 13.89 16.85 14.17
S&P MidCap 400 TR 04-17-15 -1.23 0.44 6.33 4.79 13.82 17.33 14.72
Bond Indexes
Barclays US Agg Bond TR USD 04-17-15 0.44 1.23 0.73 2.09 5.84 3.00 4.38
Barclays US Government TR USD 04-17-15 0.52 1.15 0.23 2.02 5.45 2.13 3.80
Barclays US MBS TR USD 04-17-15 0.26 0.79 0.90 1.38 5.50 2.47 3.62
BofAML US HY Master II TR USD 04-17-15 0.23 1.91 3.71 3.64 2.80 7.84 8.28
USTREAS T-Bill Auction Ave 3 Mon 03-31-15 --- 0.00 0.00 0.00 0.02 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 03-31-15 --- 0.71 2.50 2.50 9.63 3.00 5.73
Municipal Indexes
Barclays Municipal TR USD 04-17-15 0.10 0.56 -0.29 1.12 5.60 3.84 5.04
Foreign Indexes
DJ Malaysia PR USD 04-17-15 1.43 5.29 3.90 1.68 -11.17 -0.85 4.26
Euronext BEL 20 PR EUR 04-17-15 -3.08 1.33 12.38 15.23 21.62 18.22 7.09
Euronext Paris CAC 40 NR EUR 04-17-15 -1.85 2.40 17.60 20.54 18.67 19.09 8.23
Euronext Paris CAC 40 PR EUR 04-17-15 -1.85 2.27 17.44 20.37 16.05 16.03 5.23
FSE DAX PR EUR 04-17-15 -5.57 -2.70 14.29 18.52 20.97 16.02 9.91
FSE DAX TR EUR 04-17-15 -5.54 -2.44 14.96 19.20 24.22 19.78 13.59
FTSE 100 PR GBP 04-17-15 -1.34 2.30 6.78 6.53 5.58 6.64 4.02
FTSE 100 TR GBP 04-17-15 -1.26 2.68 8.03 7.84 9.44 10.64 7.80
FTSE 250 PR GBP 04-17-15 -1.69 2.15 10.36 9.24 10.46 15.43 10.96
Hang Seng Hong Kong Composite PR HKD 04-17-15 1.63 18.52 17.71 19.39 23.78 11.06 4.86
Hang Seng HSI PR HKD 04-17-15 1.40 15.70 14.73 17.15 21.50 10.38 4.81
MSCI AC Far East Ex Japan PR USD 04-17-15 1.52 11.18 12.22 12.87 12.62 7.03 5.12
MSCI ACWI PR USD 04-17-15 -0.44 2.68 5.95 4.05 5.66 9.91 6.75
MSCI EAFE NR USD 04-17-15 -0.23 3.94 9.68 7.66 1.61 10.99 6.32
MSCI EAFE PR LCL 04-17-15 -1.76 1.56 13.52 12.05 17.39 15.06 6.09
MSCI EASEA PR LCL 04-17-15 -2.27 1.69 12.77 11.87 12.96 12.55 5.42
MSCI EM Latin America PR USD 04-17-15 0.02 10.06 -1.80 -4.14 -20.07 -13.02 -9.05
MSCI EM PR LCL 04-17-15 0.64 7.19 10.39 10.43 13.19 6.22 3.90
MSCI EM PR USD 04-17-15 0.78 9.86 8.90 9.03 3.32 0.73 0.20
MSCI Europe NR USD 04-17-15 -0.72 3.62 8.04 5.64 -3.21 11.10 6.49
MSCI Europe PR LCL 04-17-15 -2.57 1.20 13.18 12.33 13.59 12.97 5.80
MSCI Hong Kong PR USD 04-17-15 -0.41 12.67 11.12 13.68 14.24 11.59 8.06
MSCI Japan NR USD 04-17-15 0.96 3.62 15.67 14.27 18.89 12.37 6.21
MSCI Japan PR LCL 04-17-15 0.00 1.07 16.29 12.71 36.20 25.58 9.63
MSCI North America NR USD 04-17-15 -0.78 0.91 4.02 1.87 12.43 15.23 12.72
MSCI Pacific Ex Japan NR USD 04-17-15 0.04 6.05 7.86 6.79 0.22 8.11 6.02
MSCI Pacific Ex Japan PR LCL 04-17-15 -0.83 4.10 10.47 9.27 8.88 10.62 3.91
MSCI Pacific NR USD 04-17-15 0.64 4.46 12.80 11.52 11.59 10.80 6.16
MSCI Pacific PR LCL 04-17-15 -0.29 2.12 14.17 11.49 25.16 19.37 7.13
MSCI World ex USA NR USD 04-17-15 0.03 4.26 9.39 6.97 1.36 10.24 5.99
MSCI World Ex USA PR LCL 04-17-15 -1.63 1.66 13.03 11.43 16.44 14.42 5.96
Nikkei 225 Average PR JPY 04-17-15 -1.28 1.11 16.54 12.62 36.31 27.58 12.10
S&P BSE SENSEX India INR 04-17-15 -1.51 -1.02 1.14 3.43 25.69 17.89 10.09
S&P/ASX All Ordinaries PR 04-17-15 -1.41 0.70 10.85 8.59 7.47 10.23 3.17
S&P/TSX Composite PR 04-17-15 -0.18 3.10 7.35 4.98 5.93 8.17 4.94
Shanghai SE Composite PR CNY 04-17-15 6.27 22.39 26.97 32.54 104.27 22.45 6.49
SIX SMI CHF 04-17-15 -2.38 0.52 17.04 2.92 10.40 14.25 6.05
SIX SMI TR CHF 04-17-15 -2.34 0.91 18.91 4.56 12.91 17.78 9.47
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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