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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 01-26-15 1.93 -1.30 5.24 0.11 17.25 18.39 15.59
Morningstar Large Core TR USD 01-26-15 1.14 -1.74 6.67 -0.21 20.59 20.72 17.02
Morningstar Large Growth TR USD 01-26-15 3.24 0.15 5.85 1.52 18.90 19.68 16.53
Morningstar Large Value TR USD 01-26-15 1.36 -2.43 3.06 -1.09 12.26 14.98 13.23
Morningstar Mid Cap TR USD 01-26-15 2.47 -0.43 6.15 0.71 15.72 19.08 17.83
Morningstar Mid Core TR USD 01-26-15 2.40 -0.50 7.08 0.59 18.68 19.40 19.04
Morningstar Mid Growth TR USD 01-26-15 3.15 0.51 6.39 1.64 13.25 17.18 17.30
Morningstar Mid Value TR USD 01-26-15 1.84 -1.31 4.93 -0.13 15.53 20.74 17.13
Morningstar Small Cap TR USD 01-26-15 2.45 -0.81 6.77 0.04 9.44 17.27 16.85
Morningstar Small Core TR USD 01-26-15 2.42 -0.75 6.47 0.13 11.33 17.25 16.21
Morningstar Small Growth TR USD 01-26-15 2.69 -0.04 7.43 1.03 5.70 16.43 17.47
Morningstar Small Value TR USD 01-26-15 2.26 -1.60 6.45 -0.98 11.22 18.11 16.84
Morningstar US Core TR USD 01-26-15 1.48 -1.42 6.74 -0.02 19.54 20.22 17.43
Morningstar US Growth TR USD 01-26-15 3.19 0.21 6.06 1.51 16.87 18.94 16.82
Morningstar US Market TR USD 01-26-15 2.07 -1.10 5.52 0.23 16.40 18.47 16.16
Morningstar US Value TR USD 01-26-15 1.52 -2.14 3.68 -0.88 12.85 16.37 14.28
Morningstar Wide Moat Focus TR USD 01-26-15 2.55 -4.87 -1.18 -3.58 7.68 17.16 15.10
Domestic Indexes
DJ Industrial Average TR USD 01-26-15 0.98 -1.96 5.83 -0.69 13.95 14.38 14.55
NASDAQ Composite PR USD 01-26-15 2.96 -0.73 6.42 0.75 15.59 19.37 16.71
NYSE Composite PR 01-26-15 1.75 -1.26 2.50 0.07 8.10 11.22 9.07
Russell 2000 TR USD 01-26-15 2.06 -1.11 7.67 -0.30 6.33 16.42 15.96
S&P 500 TR USD 01-26-15 1.88 -1.40 5.24 0.00 17.28 18.49 15.91
S&P MidCap 400 TR 01-26-15 2.89 0.38 7.28 1.40 13.65 17.96 17.05
Bond Indexes
Barclays US Agg Bond TR USD 01-26-15 0.08 1.81 2.04 1.44 6.23 3.01 4.47
Barclays US Government TR USD 01-26-15 -0.05 2.16 2.38 1.73 5.64 2.03 3.80
Barclays US MBS TR USD 01-26-15 0.01 0.72 1.24 0.49 5.24 2.43 3.59
BofAML US HY Master II TR USD 01-26-15 0.46 0.55 -1.67 0.45 2.17 7.54 8.67
USTREAS T-Bill Auction Ave 3 Mon 12-31-14 --- 0.00 0.01 0.03 0.03 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 12-31-14 --- 0.27 3.72 10.56 10.56 1.29 5.41
Municipal Indexes
Barclays Municipal TR USD 01-26-15 -0.01 1.73 1.97 1.41 8.29 4.20 5.34
Foreign Indexes
DJ Malaysia PR USD 01-26-15 1.14 -1.25 -11.27 -0.81 -8.26 -0.89 6.25
Euronext BEL 20 PR EUR 01-27-15 3.75 6.77 15.29 7.47 22.66 16.42 7.20
Euronext Paris CAC 40 NR EUR 01-27-15 4.02 7.66 13.15 8.24 14.12 14.64 7.18
Euronext Paris CAC 40 PR EUR 01-27-15 4.01 7.64 12.88 8.23 11.57 11.69 4.23
FSE DAX PR EUR 01-27-15 3.62 7.12 19.39 8.39 10.59 14.12 9.94
FSE DAX TR EUR 01-27-15 3.62 7.12 19.39 8.39 13.68 17.74 13.50
FTSE 100 PR GBP 01-27-15 2.89 3.05 7.04 3.74 3.98 5.91 5.48
FTSE 100 TR GBP 01-27-15 2.93 3.17 7.64 3.84 7.69 9.85 9.29
FTSE 250 PR GBP 01-27-15 1.41 1.55 8.73 1.67 5.32 14.64 12.08
Hang Seng Hong Kong Composite PR HKD 01-27-15 3.08 5.24 6.58 3.45 10.43 6.08 3.74
Hang Seng HSI PR HKD 01-27-15 3.45 6.12 7.06 4.97 12.75 6.52 4.34
MSCI AC Far East Ex Japan PR USD 01-27-15 3.33 4.47 4.93 3.83 11.16 4.76 5.54
MSCI ACWI PR USD 01-26-15 2.03 -0.49 2.44 0.50 5.63 9.58 7.51
MSCI EAFE NR USD 01-27-15 2.27 1.03 1.76 1.87 -0.15 9.61 6.38
MSCI EAFE PR LCL 01-27-15 3.08 2.54 9.29 3.39 10.04 12.65 6.05
MSCI EASEA PR LCL 01-27-15 3.36 3.30 8.06 3.95 8.57 10.07 5.51
MSCI EM Latin America PR USD 01-26-15 3.46 -0.06 -10.86 -0.59 -7.03 -12.68 -6.61
MSCI EM PR LCL 01-26-15 3.55 3.49 4.94 3.04 9.24 4.35 3.81
MSCI EM PR USD 01-26-15 3.80 3.80 0.44 3.39 4.09 -0.87 1.06
MSCI Europe NR USD 01-27-15 2.16 0.46 1.84 1.54 -2.19 10.46 6.64
MSCI Europe PR LCL 01-27-15 3.29 3.34 9.17 4.16 8.57 10.42 5.83
MSCI Hong Kong PR USD 01-27-15 3.57 6.04 4.90 5.58 12.87 9.50 8.72
MSCI Japan NR USD 01-27-15 2.77 2.31 4.71 3.45 2.86 9.25 5.35
MSCI Japan PR LCL 01-27-15 2.03 -0.21 14.08 1.38 15.96 23.52 9.10
MSCI North America NR USD 01-26-15 1.83 -1.56 4.25 -0.26 15.14 16.40 14.34
MSCI Pacific Ex Japan NR USD 01-27-15 2.15 1.89 -3.57 0.99 5.14 6.19 7.33
MSCI Pacific Ex Japan PR LCL 01-27-15 3.93 3.20 2.47 2.92 7.72 8.63 4.37
MSCI Pacific NR USD 01-27-15 2.54 2.16 1.56 2.54 3.72 8.11 6.08
MSCI Pacific PR LCL 01-27-15 2.72 1.04 9.56 1.95 12.67 17.28 6.96
MSCI World ex USA NR USD 01-26-15 1.65 -0.34 0.24 0.38 -2.11 8.26 5.79
MSCI World Ex USA PR LCL 01-26-15 3.86 2.41 8.43 3.16 8.58 11.75 5.74
Nikkei 225 Average PR JPY 01-27-15 2.31 -0.28 15.46 1.82 18.41 26.20 11.63
S&P BSE SENSEX India INR 01-27-15 2.73 8.55 10.53 7.53 42.80 19.72 12.67
S&P/ASX All Ordinaries PR 01-27-15 4.25 2.64 1.28 2.28 4.89 8.22 3.37
S&P/TSX Composite PR 01-26-15 3.39 1.29 1.75 1.13 7.87 5.89 5.43
Shanghai SE Composite PR CNY 01-27-15 5.67 6.19 46.39 3.66 64.90 13.08 2.34
SIX SMI CHF 01-27-15 2.74 -6.86 -1.38 -6.46 3.33 11.67 5.36
SIX SMI TR CHF 01-27-15 2.74 -6.86 -1.36 -6.46 6.56 15.31 8.75
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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