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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 05-28-15 -0.35 0.49 1.36 3.94 13.31 19.43 16.67
Morningstar Large Core TR USD 05-28-15 -0.34 0.62 0.92 1.80 14.12 21.21 17.45
Morningstar Large Growth TR USD 05-28-15 -0.17 0.68 1.45 7.72 18.56 20.33 18.43
Morningstar Large Value TR USD 05-28-15 -0.59 0.12 1.74 2.13 7.17 16.79 14.17
Morningstar Mid Cap TR USD 05-28-15 -0.69 0.65 1.64 5.78 14.15 21.39 17.55
Morningstar Mid Core TR USD 05-28-15 -0.56 1.50 2.02 5.99 16.01 21.54 18.99
Morningstar Mid Growth TR USD 05-28-15 -0.91 -0.12 1.70 7.92 17.18 19.84 17.14
Morningstar Mid Value TR USD 05-28-15 -0.62 0.54 1.15 3.38 9.11 22.85 16.47
Morningstar Small Cap TR USD 05-28-15 -0.32 0.05 1.45 4.56 11.43 19.66 16.04
Morningstar Small Core TR USD 05-28-15 -0.54 0.77 2.32 5.14 11.57 19.83 15.34
Morningstar Small Growth TR USD 05-28-15 0.10 0.61 2.06 7.48 14.58 19.57 17.40
Morningstar Small Value TR USD 05-28-15 -0.49 -1.21 -0.03 1.24 8.35 19.57 15.40
Morningstar US Core TR USD 05-28-15 -0.40 0.81 1.24 2.87 14.34 21.18 17.63
Morningstar US Growth TR USD 05-28-15 -0.30 0.52 1.54 7.74 18.03 20.17 18.14
Morningstar US Market TR USD 05-28-15 -0.42 0.49 1.42 4.35 13.36 19.85 16.82
Morningstar US Value TR USD 05-28-15 -0.59 0.10 1.48 2.32 7.66 18.21 14.72
Morningstar Wide Moat Focus TR USD 05-28-15 -1.74 -1.05 1.58 1.11 7.09 19.64 16.33
Domestic Indexes
DJ Industrial Average TR USD 05-28-15 -0.81 0.48 0.56 2.79 11.59 16.17 15.23
NASDAQ Composite PR USD 05-28-15 0.14 0.84 2.71 7.64 20.66 21.57 17.70
NYSE Composite PR 05-28-15 -0.95 -0.63 0.63 2.71 4.02 13.90 10.39
Russell 2000 TR USD 05-28-15 -0.26 -0.37 1.94 4.52 11.70 19.43 15.16
S&P 500 TR USD 05-28-15 -0.43 0.53 1.28 3.88 13.34 19.72 16.69
S&P MidCap 400 TR 05-28-15 -0.51 0.63 2.23 6.26 13.29 19.75 16.69
Bond Indexes
Barclays US Agg Bond TR USD 05-28-15 0.24 -0.73 -0.30 0.84 2.74 2.35 3.86
Barclays US Government TR USD 05-28-15 0.28 -0.68 -0.24 0.74 2.70 1.29 3.12
Barclays US MBS TR USD 05-28-15 0.12 -0.18 0.28 0.97 3.08 2.24 3.26
BofAML US HY Master II TR USD 05-28-15 0.13 0.11 0.91 4.02 1.97 8.06 9.02
USTREAS T-Bill Auction Ave 3 Mon 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-15 --- -0.82 -2.86 1.65 7.92 1.81 5.23
Municipal Indexes
Barclays Municipal TR USD 05-28-15 0.29 -0.78 -0.67 0.04 3.05 3.11 4.50
Foreign Indexes
DJ Malaysia PR USD 05-28-15 -3.25 -6.70 -4.57 -3.39 -16.39 -0.61 5.10
Euronext BEL 20 PR EUR 05-28-15 -0.22 -1.28 1.05 14.26 18.72 21.02 8.81
Euronext Paris CAC 40 NR EUR 05-28-15 -0.05 0.34 5.17 21.90 15.94 22.09 10.81
Euronext Paris CAC 40 PR EUR 05-28-15 -0.17 -0.69 3.76 20.25 13.38 19.08 7.89
FSE DAX PR EUR 05-28-15 -2.07 -2.84 0.19 16.14 14.57 19.18 10.93
FSE DAX TR EUR 05-28-15 -1.58 -1.14 2.42 19.09 17.49 22.69 14.45
FTSE 100 PR GBP 05-28-15 0.39 0.15 1.36 7.23 2.77 9.54 6.30
FTSE 100 TR GBP 05-28-15 0.42 0.58 2.69 9.17 6.48 13.62 10.15
FTSE 250 PR GBP 05-28-15 0.45 3.27 5.58 13.38 14.44 20.15 13.61
Hang Seng Hong Kong Composite PR HKD 05-31-15 -1.43 -2.41 14.18 18.64 22.82 14.52 6.92
Hang Seng HSI PR HKD 05-31-15 -1.96 -2.45 10.56 16.27 18.90 13.79 6.79
MSCI AC Far East Ex Japan PR USD 05-28-15 -0.89 -4.42 6.03 10.08 8.01 9.51 6.95
MSCI ACWI PR USD 05-28-15 -1.20 -1.18 1.14 4.86 4.14 13.28 9.57
MSCI EAFE NR USD 05-28-15 -1.73 -1.09 2.75 9.43 0.63 15.34 10.07
MSCI EAFE PR LCL 05-28-15 0.25 -0.10 3.66 13.19 15.32 18.71 8.66
MSCI EASEA PR LCL 05-28-15 -0.16 -0.88 1.96 11.62 9.61 15.40 7.59
MSCI EM Latin America PR USD 05-28-15 -4.57 -8.17 -4.57 -7.15 -23.40 -9.72 -7.20
MSCI EM PR LCL 05-28-15 -0.98 -3.52 3.13 7.86 8.18 8.11 5.12
MSCI EM PR USD 05-28-15 -2.24 -5.39 1.94 5.56 -2.77 3.54 1.94
MSCI Europe NR USD 05-28-15 -2.02 0.02 2.13 8.54 -3.22 16.01 10.82
MSCI Europe PR LCL 05-28-15 -0.20 -0.41 2.40 12.63 10.35 16.11 8.04
MSCI Hong Kong PR USD 05-28-15 -0.72 -1.16 8.42 13.78 14.42 15.05 10.59
MSCI Japan NR USD 05-28-15 -0.83 -1.79 6.40 15.49 16.22 16.22 8.71
MSCI Japan PR LCL 05-28-15 1.68 2.61 9.77 18.77 39.64 32.43 13.48
MSCI North America NR USD 05-28-15 -0.59 0.13 1.15 3.57 11.45 18.04 15.09
MSCI Pacific Ex Japan NR USD 05-28-15 -1.74 -5.75 -0.70 3.78 -3.33 10.48 9.06
MSCI Pacific Ex Japan PR LCL 05-28-15 0.17 -3.42 -0.61 6.53 5.32 11.99 5.73
MSCI Pacific NR USD 05-28-15 -1.14 -3.18 3.86 11.19 8.71 14.13 8.86
MSCI Pacific PR LCL 05-28-15 1.16 0.48 6.04 14.35 25.85 24.03 10.26
MSCI World ex USA NR USD 05-28-15 -1.83 -1.48 2.46 8.19 -0.07 14.33 9.43
MSCI World Ex USA PR LCL 05-28-15 0.18 -0.25 3.25 12.27 14.31 17.81 8.30
Nikkei 225 Average PR JPY 05-31-15 1.47 5.34 9.39 17.84 40.53 34.02 16.05
S&P BSE SENSEX India INR 05-31-15 -0.46 3.03 -5.22 1.20 14.91 19.72 10.43
S&P/ASX All Ordinaries PR 05-31-15 1.88 0.02 -2.09 7.17 5.50 11.79 5.33
S&P/TSX Composite PR 05-28-15 -0.64 -1.56 -0.84 3.24 3.39 9.31 5.30
Shanghai SE Composite PR CNY 05-28-15 2.01 3.22 39.57 42.84 125.35 25.07 11.71
SIX SMI CHF 05-28-15 0.31 1.45 4.21 4.57 7.90 17.00 8.24
SIX SMI TR CHF 05-28-15 0.31 1.98 7.22 7.61 11.16 20.56 11.76
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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