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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 07-30-15 0.31 2.63 1.98 3.97 9.52 17.25 16.35
Morningstar Large Core TR USD 07-30-15 0.26 2.17 1.07 0.78 10.57 18.54 16.93
Morningstar Large Growth TR USD 07-30-15 0.17 4.43 5.20 10.30 16.16 19.37 18.87
Morningstar Large Value TR USD 07-30-15 0.51 1.12 -0.65 0.61 1.71 13.84 13.28
Morningstar Mid Cap TR USD 07-30-15 0.46 0.58 0.10 3.83 8.83 19.63 17.07
Morningstar Mid Core TR USD 07-30-15 0.76 0.55 0.51 3.61 9.99 19.82 18.21
Morningstar Mid Growth TR USD 07-30-15 -0.06 1.21 0.99 7.54 12.82 18.77 17.05
Morningstar Mid Value TR USD 07-30-15 0.69 -0.07 -1.31 0.29 3.60 20.34 15.92
Morningstar Small Cap TR USD 07-30-15 -0.30 -1.38 0.31 2.16 7.16 17.68 15.66
Morningstar Small Core TR USD 07-30-15 -0.49 -2.32 0.09 1.94 6.78 17.84 15.05
Morningstar Small Growth TR USD 07-30-15 -0.66 0.07 4.39 8.07 12.87 18.57 17.38
Morningstar Small Value TR USD 07-30-15 0.29 -1.86 -3.38 -3.16 2.14 16.63 14.56
Morningstar US Core TR USD 07-30-15 0.32 1.49 0.86 1.40 10.17 18.71 17.07
Morningstar US Growth TR USD 07-30-15 0.07 3.51 4.30 9.61 15.28 19.19 18.45
Morningstar US Market TR USD 07-30-15 0.30 1.93 1.47 3.81 9.22 17.75 16.47
Morningstar US Value TR USD 07-30-15 0.53 0.68 -0.96 0.29 2.13 15.35 13.91
Morningstar Wide Moat Focus TR USD 07-30-15 0.55 2.29 -0.33 1.24 4.06 17.51 16.50
Domestic Indexes
DJ Industrial Average TR USD 07-30-15 0.08 0.84 0.10 0.87 7.63 13.47 14.00
NASDAQ Composite PR USD 07-30-15 -0.34 2.85 3.79 8.29 14.92 20.30 17.87
NYSE Composite PR 07-30-15 0.38 0.71 -1.52 0.39 -0.44 11.21 9.23
Russell 2000 TR USD 07-30-15 -1.02 -1.69 1.31 2.98 8.86 17.46 15.14
S&P 500 TR USD 07-30-15 0.33 2.33 1.64 3.59 9.24 17.50 16.30
S&P MidCap 400 TR 07-30-15 0.70 -0.04 0.40 4.16 8.86 18.34 16.25
Bond Indexes
Barclays US Agg Bond TR USD 07-30-15 0.04 0.42 -0.91 0.32 2.53 1.53 3.22
Barclays US Government TR USD 07-30-15 0.12 0.53 -0.48 0.61 2.99 0.81 2.60
Barclays US MBS TR USD 07-30-15 0.00 0.34 -0.45 0.64 3.21 1.77 2.79
BofAML US HY Master II TR USD 07-30-15 0.30 -0.62 -1.85 1.86 -0.46 5.99 7.54
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 07-30-15 0.04 0.61 0.25 0.73 3.32 2.77 4.37
Foreign Indexes
DJ Malaysia PR USD 07-30-15 -1.41 -1.33 -12.44 -10.57 -25.05 -4.56 1.19
Euronext BEL 20 PR EUR 07-30-15 -1.99 4.26 1.43 13.44 19.27 17.19 8.16
Euronext Paris CAC 40 NR EUR 07-30-15 -0.79 5.40 1.35 20.27 19.64 17.75 9.63
Euronext Paris CAC 40 PR EUR 07-30-15 -0.79 5.35 0.00 18.11 17.02 14.97 6.73
FSE DAX PR EUR 07-30-15 -2.21 2.85 -3.41 11.96 14.44 15.11 9.40
FSE DAX TR EUR 07-30-15 -2.21 2.85 -1.72 14.80 17.34 18.45 12.86
FTSE 100 PR GBP 07-30-15 0.21 2.27 -4.19 1.57 -1.54 5.41 4.87
FTSE 100 TR GBP 07-30-15 0.21 2.34 -3.52 3.73 2.01 9.27 8.66
FTSE 250 PR GBP 07-30-15 -0.56 -0.06 0.27 8.92 12.10 15.95 11.98
Hang Seng Hong Kong Composite PR HKD 07-31-15 -3.01 -8.07 -15.96 2.16 -1.37 7.83 2.47
Hang Seng HSI PR HKD 07-31-15 -2.38 -6.55 -12.80 3.92 -0.91 7.41 3.13
MSCI AC Far East Ex Japan PR USD 07-30-15 -3.21 -7.79 -15.06 -3.67 -10.40 3.57 2.53
MSCI ACWI PR USD 07-30-15 -0.47 0.39 -2.55 1.93 -0.96 10.32 7.97
MSCI EAFE NR USD 07-30-15 -0.95 0.94 -2.42 6.52 -2.23 11.92 7.77
MSCI EAFE PR LCL 07-30-15 -0.67 2.95 -0.72 10.21 11.62 15.43 7.79
MSCI EASEA PR LCL 07-30-15 -0.55 3.59 -1.64 8.61 7.76 11.69 6.41
MSCI EM Latin America PR USD 07-30-15 -2.80 -10.20 -16.05 -17.12 -34.96 -14.69 -11.10
MSCI EM PR LCL 07-30-15 -2.34 -5.52 -10.65 -1.44 -5.29 3.66 1.99
MSCI EM PR USD 07-30-15 -3.19 -8.04 -14.67 -6.51 -17.12 -1.97 -2.05
MSCI Europe NR USD 07-30-15 -0.92 1.96 -1.93 5.86 -3.36 12.54 8.04
MSCI Europe PR LCL 07-30-15 -0.69 3.91 -1.31 9.39 9.13 12.22 6.80
MSCI Hong Kong PR USD 07-30-15 -2.24 -2.54 -6.56 7.26 0.94 10.58 7.47
MSCI Japan NR USD 07-30-15 -1.30 -0.66 -1.09 12.87 6.75 14.29 7.90
MSCI Japan PR LCL 07-30-15 -1.07 0.93 2.62 16.07 27.04 30.99 13.75
MSCI North America NR USD 07-30-15 0.35 1.78 0.64 2.67 6.59 15.77 14.59
MSCI Pacific Ex Japan NR USD 07-30-15 -0.91 -2.14 -8.18 -1.57 -11.95 4.75 6.13
MSCI Pacific Ex Japan PR LCL 07-30-15 -0.14 1.29 -3.96 4.02 -0.17 8.98 4.57
MSCI Pacific NR USD 07-30-15 -1.17 -1.16 -3.58 7.58 -0.33 10.68 7.31
MSCI Pacific PR LCL 07-30-15 -0.76 1.05 0.27 11.71 16.31 21.87 10.00
MSCI World ex USA NR USD 07-30-15 -0.82 0.49 -3.21 4.85 -3.94 10.86 7.17
MSCI World Ex USA PR LCL 07-30-15 -0.54 2.67 -1.11 9.17 9.84 14.67 7.43
Nikkei 225 Average PR JPY 07-31-15 0.20 1.73 5.46 17.96 31.78 33.28 16.63
S&P BSE SENSEX India INR 07-31-15 0.01 1.20 4.08 2.24 8.57 17.71 9.49
S&P/ASX All Ordinaries PR 07-30-15 1.29 3.70 -2.09 4.91 0.68 9.83 4.63
S&P/TSX Composite PR 07-30-15 0.82 -1.17 -5.53 -1.71 -7.36 6.95 4.19
Shanghai SE Composite PR CNY 07-31-15 -10.00 -14.34 -17.51 13.26 66.41 20.31 6.79
SIX SMI CHF 07-30-15 0.17 7.02 3.53 4.61 10.60 13.65 8.67
SIX SMI TR CHF 07-30-15 0.21 7.06 3.99 7.71 14.00 17.13 12.18
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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