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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 07-06-15 0.62 -0.96 0.26 1.65 6.48 17.31 17.43
Morningstar Large Core TR USD 07-06-15 0.41 -1.31 -0.42 -1.10 6.92 18.66 18.01
Morningstar Large Growth TR USD 07-06-15 1.22 -0.36 0.75 6.27 11.51 18.77 19.56
Morningstar Large Value TR USD 07-06-15 0.18 -1.27 0.43 -0.40 0.82 14.56 14.78
Morningstar Mid Cap TR USD 07-06-15 0.48 -1.36 -1.86 3.35 6.31 19.83 18.78
Morningstar Mid Core TR USD 07-06-15 0.54 -1.74 -1.91 3.27 7.78 20.11 20.25
Morningstar Mid Growth TR USD 07-06-15 0.60 -1.04 -1.48 6.23 9.31 18.57 18.13
Morningstar Mid Value TR USD 07-06-15 0.29 -1.29 -2.22 0.49 1.76 20.88 17.87
Morningstar Small Cap TR USD 07-06-15 -0.07 -1.48 -1.91 3.13 3.61 17.48 18.12
Morningstar Small Core TR USD 07-06-15 0.00 -1.31 -0.94 3.94 3.93 18.14 17.73
Morningstar Small Growth TR USD 07-06-15 0.08 -1.08 -0.23 7.19 6.77 17.65 19.23
Morningstar Small Value TR USD 07-06-15 -0.31 -2.06 -4.51 -1.46 0.28 16.62 17.41
Morningstar US Core TR USD 07-06-15 0.41 -1.40 -0.77 0.12 6.90 18.90 18.46
Morningstar US Growth TR USD 07-06-15 1.03 -0.54 0.24 6.31 10.75 18.65 19.29
Morningstar US Market TR USD 07-06-15 0.55 -1.08 -0.33 2.09 6.26 17.83 17.77
Morningstar US Value TR USD 07-06-15 0.17 -1.32 -0.50 -0.29 0.99 15.98 15.59
Morningstar Wide Moat Focus TR USD 07-06-15 0.56 -0.75 0.02 -1.09 0.73 17.12 17.93
Domestic Indexes
DJ Industrial Average TR USD 07-06-15 0.56 -0.79 -0.48 0.44 6.10 14.21 15.57
NASDAQ Composite PR USD 07-06-15 0.68 -1.51 1.52 5.40 11.28 19.34 18.98
NYSE Composite PR 07-06-15 -0.07 -1.79 -2.27 -0.52 -2.90 11.61 10.70
Russell 2000 TR USD 07-06-15 0.03 -0.97 -0.76 4.18 4.56 17.17 17.71
S&P 500 TR USD 07-06-15 0.57 -1.00 -0.05 1.54 6.35 17.62 17.47
S&P MidCap 400 TR 07-06-15 0.06 -1.56 -1.96 4.11 5.48 18.32 18.19
Bond Indexes
Barclays US Agg Bond TR USD 07-06-15 0.34 0.57 -1.57 0.20 2.80 1.75 3.38
Barclays US Government TR USD 07-06-15 0.29 0.80 -1.35 0.39 3.20 0.86 2.67
Barclays US MBS TR USD 07-06-15 0.23 0.46 -0.74 0.45 3.02 1.87 2.89
BofAML US HY Master II TR USD 07-06-15 0.05 -0.77 -0.33 2.50 -0.60 6.61 8.37
USTREAS T-Bill Auction Ave 3 Mon 06-30-15 --- 0.00 0.00 0.01 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 Yr 06-30-15 --- -1.85 -3.10 -0.68 3.74 0.09 3.37
Municipal Indexes
Barclays Municipal TR USD 07-06-15 0.11 0.65 -0.93 0.25 3.57 3.07 4.48
Foreign Indexes
DJ Malaysia PR USD 07-06-15 0.47 -4.73 -10.45 -9.75 -23.90 -3.96 2.44
Euronext BEL 20 PR EUR 07-06-15 -2.33 -3.01 -6.27 7.66 11.22 16.94 8.16
Euronext Paris CAC 40 NR EUR 07-06-15 -3.21 -3.92 -5.57 12.29 7.79 16.90 9.49
Euronext Paris CAC 40 PR EUR 07-06-15 -3.25 -4.25 -7.15 10.27 5.43 14.14 6.60
FSE DAX PR EUR 07-06-15 -1.74 -2.73 -10.75 8.32 6.12 15.96 9.42
FSE DAX TR EUR 07-06-15 -1.74 -2.74 -9.00 11.07 8.81 19.32 12.89
FTSE 100 PR GBP 07-06-15 -1.28 -3.95 -4.36 -0.46 -4.81 4.90 5.65
FTSE 100 TR GBP 07-06-15 -1.26 -3.77 -3.42 1.61 -1.35 8.74 9.49
FTSE 250 PR GBP 07-06-15 -0.52 -2.72 1.01 8.44 8.68 16.36 12.92
Hang Seng Hong Kong Composite PR HKD 07-07-15 -6.96 -11.84 -4.08 3.39 4.12 7.78 4.00
Hang Seng HSI PR HKD 07-07-15 -4.19 -7.74 -0.50 6.54 6.83 8.30 4.84
MSCI AC Far East Ex Japan PR USD 07-06-15 -2.16 -6.31 -5.17 0.96 -3.41 4.90 4.62
MSCI ACWI PR USD 07-06-15 -0.59 -1.99 -2.44 0.89 -2.95 10.60 9.20
MSCI EAFE NR USD 07-06-15 -1.89 -2.34 -2.81 4.25 -6.39 11.76 8.76
MSCI EAFE PR LCL 07-06-15 -1.19 -3.29 -3.94 6.50 8.47 14.44 7.93
MSCI EASEA PR LCL 07-06-15 -1.42 -3.33 -5.94 4.34 3.66 11.17 6.63
MSCI EM Latin America PR USD 07-06-15 -1.35 -0.80 -6.08 -9.72 -27.87 -11.42 -8.12
MSCI EM PR LCL 07-06-15 -1.45 -3.71 -4.27 1.81 -0.07 4.77 3.65
MSCI EM PR USD 07-06-15 -1.67 -3.94 -6.21 -1.35 -11.20 -0.09 0.28
MSCI Europe NR USD 07-06-15 -2.66 -2.95 -3.52 2.50 -9.74 12.52 9.10
MSCI Europe PR LCL 07-06-15 -1.76 -3.65 -6.17 4.73 2.25 11.63 6.99
MSCI Hong Kong PR USD 07-06-15 -2.06 -6.05 0.65 7.03 4.35 10.20 8.57
MSCI Japan NR USD 07-06-15 -0.39 -0.74 0.34 12.64 6.26 12.76 8.21
MSCI Japan PR LCL 07-06-15 -0.39 -3.18 3.27 14.27 25.64 27.93 13.56
MSCI North America NR USD 07-06-15 0.47 -1.21 -0.49 1.08 4.28 16.03 15.82
MSCI Pacific Ex Japan NR USD 07-06-15 -0.75 -2.20 -4.90 -1.17 -9.77 6.19 8.18
MSCI Pacific Ex Japan PR LCL 07-06-15 0.23 -1.61 -4.76 2.19 2.39 8.95 5.24
MSCI Pacific NR USD 07-06-15 -0.51 -1.24 -1.48 7.58 0.28 10.38 8.24
MSCI Pacific PR LCL 07-06-15 -0.19 -2.65 0.41 9.90 17.96 20.14 10.13
MSCI World ex USA NR USD 07-06-15 -1.83 -2.43 -2.96 3.12 -7.36 10.91 8.24
MSCI World Ex USA PR LCL 07-06-15 -1.03 -3.22 -3.91 5.85 5.77 13.82 7.65
Nikkei 225 Average PR JPY 07-07-15 0.70 -0.41 3.75 16.77 32.49 31.21 17.04
S&P BSE SENSEX India INR 07-07-15 1.41 5.24 -1.21 2.44 7.94 17.15 10.03
S&P/ASX All Ordinaries PR 07-07-15 2.07 1.04 -5.59 3.25 1.05 9.84 5.40
S&P/TSX Composite PR 07-06-15 0.71 -2.43 -3.36 -0.27 -4.08 7.77 5.44
Shanghai SE Composite PR CNY 07-07-15 -12.86 -25.80 -5.91 15.22 80.93 18.79 9.01
SIX SMI CHF 07-06-15 -0.06 -2.66 -2.93 -1.34 2.13 12.75 7.89
SIX SMI TR CHF 07-06-15 -0.06 -2.66 -1.31 1.55 5.24 16.19 11.40
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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