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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 03-31-15 -1.22 -1.72 0.78 0.78 12.59 15.80 14.24
Morningstar Large Core TR USD 03-31-15 -1.16 -2.16 -1.31 -1.31 12.03 17.46 15.14
Morningstar Large Growth TR USD 03-31-15 -2.03 -1.22 4.88 4.88 20.05 16.85 15.87
Morningstar Large Value TR USD 03-31-15 -0.32 -1.81 -1.43 -1.43 5.59 13.12 11.70
Morningstar Mid Cap TR USD 03-31-15 -0.21 0.40 4.50 4.50 13.48 18.13 16.41
Morningstar Mid Core TR USD 03-31-15 -0.09 0.48 4.39 4.39 15.42 18.61 17.77
Morningstar Mid Growth TR USD 03-31-15 -0.25 1.19 7.38 7.38 15.73 16.62 16.20
Morningstar Mid Value TR USD 03-31-15 -0.31 -0.52 1.67 1.67 9.23 19.16 15.19
Morningstar Small Cap TR USD 03-31-15 -0.64 1.27 4.38 4.38 9.74 16.83 15.40
Morningstar Small Core TR USD 03-31-15 -0.80 1.37 4.16 4.16 9.41 16.62 14.95
Morningstar Small Growth TR USD 03-31-15 -0.79 1.32 6.70 6.70 10.54 16.42 16.22
Morningstar Small Value TR USD 03-31-15 -0.34 1.12 2.41 2.41 9.27 17.45 15.00
Morningstar US Core TR USD 03-31-15 -0.91 -1.38 0.21 0.21 12.56 17.64 15.70
Morningstar US Growth TR USD 03-31-15 -1.61 -0.59 5.48 5.48 18.54 16.76 16.02
Morningstar US Market TR USD 03-31-15 -0.98 -1.09 1.77 1.77 12.60 16.35 14.79
Morningstar US Value TR USD 03-31-15 -0.32 -1.33 -0.51 -0.51 6.62 14.65 12.65
Morningstar Wide Moat Focus TR USD 03-31-15 -0.26 -1.77 -2.23 -2.23 5.45 14.78 14.54
Domestic Indexes
DJ Industrial Average TR USD 03-31-15 -1.29 -1.85 0.33 0.33 10.57 13.18 13.23
NASDAQ Composite PR USD 03-31-15 -1.88 -1.26 3.48 3.48 16.72 16.60 15.37
NYSE Composite PR 03-31-15 -1.09 -1.48 0.55 0.55 3.53 9.92 7.90
Russell 2000 TR USD 03-31-15 -0.78 1.74 4.32 4.32 8.21 16.27 14.57
S&P 500 TR USD 03-31-15 -1.09 -1.58 0.95 0.95 12.73 16.11 14.47
S&P MidCap 400 TR 03-31-15 -0.39 1.32 5.31 5.31 12.19 17.03 15.72
Bond Indexes
Barclays US Agg Bond TR USD 03-31-15 -0.13 0.46 1.61 1.61 5.72 3.10 4.41
Barclays US Government TR USD 03-31-15 -0.16 0.61 1.60 1.60 5.22 2.32 3.80
Barclays US MBS TR USD 03-31-15 0.01 0.37 1.06 1.06 5.53 2.54 3.63
BofAML US HY Master II TR USD 03-31-15 0.24 -0.53 2.54 2.54 2.05 7.47 8.40
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 02-28-15 --- -2.74 2.06 1.78 8.44 2.06 5.24
Municipal Indexes
Barclays Municipal TR USD 03-31-15 -0.10 0.29 1.01 1.01 6.62 4.05 5.11
Foreign Indexes
DJ Malaysia PR USD 03-31-15 -0.66 -2.79 -1.59 -1.59 -13.01 -1.95 4.25
Euronext BEL 20 PR EUR 04-01-15 -0.07 0.76 13.92 13.92 18.75 17.21 6.90
Euronext Paris CAC 40 NR EUR 04-01-15 0.82 2.36 18.64 18.64 16.98 16.92 7.63
Euronext Paris CAC 40 PR EUR 04-01-15 0.82 2.24 18.48 18.48 14.36 13.92 4.64
FSE DAX PR EUR 04-01-15 1.14 5.27 22.02 22.02 21.58 16.18 10.35
FSE DAX TR EUR 04-01-15 1.15 5.26 22.39 22.39 24.97 19.99 13.99
FTSE 100 PR GBP 04-01-15 -2.60 -1.97 3.71 3.71 2.36 5.69 3.46
FTSE 100 TR GBP 04-01-15 -2.54 -1.43 4.79 4.79 6.04 9.60 7.20
FTSE 250 PR GBP 04-01-15 -2.16 -0.87 6.45 6.45 4.36 14.06 10.68
Hang Seng Hong Kong Composite PR HKD 04-01-15 3.18 2.40 6.39 6.39 11.16 6.96 2.57
Hang Seng HSI PR HKD 04-01-15 2.25 0.99 6.20 6.20 11.67 6.84 3.08
MSCI AC Far East Ex Japan PR USD 04-01-15 0.91 1.07 4.92 4.92 6.37 4.07 3.83
MSCI ACWI PR USD 03-31-15 -1.64 -1.78 1.83 1.83 3.34 8.42 6.68
MSCI EAFE NR USD 04-01-15 -2.36 -1.38 5.02 5.03 -1.18 9.07 5.94
MSCI EAFE PR LCL 04-01-15 -1.30 0.90 10.17 10.18 14.16 13.39 5.76
MSCI EASEA PR LCL 04-01-15 -0.47 1.09 10.67 10.67 11.06 11.52 5.22
MSCI EM Latin America PR USD 03-31-15 -1.79 -7.63 -10.13 -10.13 -23.25 -15.81 -10.08
MSCI EM PR LCL 03-31-15 0.25 -0.02 4.56 4.56 8.21 3.79 3.01
MSCI EM PR USD 03-31-15 -0.38 -1.59 1.91 1.91 -2.02 -2.19 -0.72
MSCI Europe NR USD 04-01-15 -1.88 -2.17 3.97 3.97 -5.10 9.56 6.15
MSCI Europe PR LCL 04-01-15 -0.43 1.30 11.42 11.42 11.50 11.97 5.61
MSCI Hong Kong PR USD 04-01-15 1.80 1.06 6.06 6.06 9.94 8.80 6.58
MSCI Japan NR USD 04-01-15 -3.74 0.85 9.46 9.46 11.85 9.11 5.70
MSCI Japan PR LCL 04-01-15 -4.14 0.27 8.49 8.49 27.11 21.38 8.81
MSCI North America NR USD 03-31-15 -1.15 -1.60 0.76 0.76 10.88 14.37 12.89
MSCI Pacific Ex Japan NR USD 04-01-15 -2.53 -1.55 2.89 2.89 -0.90 6.55 5.67
MSCI Pacific Ex Japan PR LCL 04-01-15 -0.70 -0.39 6.76 6.76 8.34 9.39 3.70
MSCI Pacific NR USD 04-01-15 -3.31 -0.01 7.05 7.05 7.02 8.20 5.72
MSCI Pacific PR LCL 04-01-15 -2.95 0.03 7.87 7.87 19.68 16.37 6.53
MSCI World ex USA NR USD 03-31-15 -2.52 -1.67 3.83 3.83 -1.39 8.24 5.72
MSCI World Ex USA PR LCL 03-31-15 -1.74 0.60 9.38 9.38 13.82 12.72 5.78
Nikkei 225 Average PR JPY 04-01-15 -3.60 1.26 9.08 9.08 28.68 23.59 11.10
S&P BSE SENSEX India INR 04-01-15 0.53 -3.75 2.74 2.77 25.90 17.54 9.82
S&P/ASX All Ordinaries PR 04-01-15 -1.75 -1.11 8.25 8.25 8.12 9.69 3.44
S&P/TSX Composite PR 03-31-15 -1.19 -2.18 1.85 1.85 3.96 6.34 4.36
Shanghai SE Composite PR CNY 04-01-15 4.09 15.10 17.80 17.80 86.10 18.97 3.90
SIX SMI CHF 04-01-15 -0.55 1.36 1.71 1.71 8.04 13.58 5.81
SIX SMI TR CHF 04-01-15 -0.55 2.59 2.97 2.97 11.38 17.17 9.16
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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