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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 04-16-14 -0.49 1.30 1.23 1.20 20.15 14.74 18.43
Morningstar Large Core TR USD 04-16-14 -0.71 1.75 2.36 2.24 20.18 16.78 19.51
Morningstar Large Growth TR USD 04-16-14 -0.84 -1.44 -0.81 -0.73 21.67 15.24 19.27
Morningstar Large Value TR USD 04-16-14 0.09 3.86 2.30 2.22 18.71 12.31 16.60
Morningstar Mid Cap TR USD 04-16-14 -1.10 -0.64 1.33 1.92 24.35 14.15 22.72
Morningstar Mid Core TR USD 04-16-14 -1.28 -0.38 1.74 2.76 22.30 14.70 23.25
Morningstar Mid Growth TR USD 04-16-14 -1.44 -3.23 -1.14 -0.10 22.70 11.51 21.25
Morningstar Mid Value TR USD 04-16-14 -0.56 2.02 3.71 3.35 28.31 16.33 23.65
Morningstar Small Cap TR USD 04-16-14 -1.78 -2.42 -1.22 -0.86 24.22 13.00 22.70
Morningstar Small Core TR USD 04-16-14 -1.67 -1.93 0.83 0.53 24.13 12.00 21.92
Morningstar Small Growth TR USD 04-16-14 -2.38 -5.02 -5.53 -4.51 25.11 12.19 21.82
Morningstar Small Value TR USD 04-16-14 -1.32 -0.39 1.04 1.35 23.47 14.88 24.31
Morningstar US Core TR USD 04-16-14 -0.89 1.06 2.13 2.22 20.86 16.05 20.48
Morningstar US Growth TR USD 04-16-14 -1.06 -2.04 -1.18 -0.85 22.08 14.26 19.89
Morningstar US Market TR USD 04-16-14 -0.70 0.65 1.08 1.20 21.28 14.51 19.62
Morningstar US Value TR USD 04-16-14 -0.14 3.19 2.49 2.38 20.99 13.30 18.54
Morningstar Wide Moat Focus TR USD 04-16-14 1.14 4.70 3.44 3.77 30.33 18.64 22.53
Domestic Indexes
DJ Industrial Average TR USD 04-16-14 -0.05 2.33 0.62 -0.26 14.04 12.91 18.23
NASDAQ Composite PR USD 04-16-14 -2.33 -3.75 -3.14 -2.16 25.17 13.91 19.59
NYSE Composite PR 04-16-14 -0.47 2.15 1.25 1.01 15.62 7.74 14.01
Russell 2000 TR USD 04-16-14 -2.41 -4.08 -3.22 -2.40 24.20 12.22 20.63
S&P 500 TR USD 04-16-14 -0.51 1.28 1.42 1.35 20.79 14.63 19.07
S&P MidCap 400 TR 04-16-14 -1.20 -1.06 0.07 0.83 21.08 12.78 21.70
Bond Indexes
Barclays US Agg Bond TR USD 04-16-14 0.26 0.52 1.74 2.54 -0.19 3.80 4.82
Barclays US Government TR USD 04-16-14 0.22 0.19 1.21 1.81 -1.33 3.21 2.91
Barclays US MBS TR USD 04-16-14 0.12 0.31 1.41 2.24 0.45 2.84 3.61
BofAML US HY Master II TR USD 04-16-14 0.07 0.94 2.35 3.37 7.16 8.53 16.93
USTREAS T-Bill Auction Ave 3 Mon 03-31-14 --- 0.00 0.01 0.01 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 Yr 03-31-14 --- -0.38 3.37 3.37 -5.08 4.31 2.51
Municipal Indexes
Barclays Municipal TR USD 04-16-14 0.60 1.02 2.99 4.40 0.74 6.04 5.63
Foreign Indexes
DJ Malaysia PR USD 04-16-14 -0.52 3.46 3.88 0.92 2.82 3.85 16.96
Euronext BEL 20 PR EUR 04-17-14 0.76 2.42 4.83 6.45 23.10 4.70 10.10
Euronext Paris CAC 40 NR EUR 04-17-14 0.46 3.89 2.58 3.33 26.25 6.81 10.96
Euronext Paris CAC 40 PR EUR 04-17-14 0.42 3.74 2.41 3.16 23.13 3.70 7.47
FSE DAX PR EUR 04-17-14 -0.54 2.11 -4.08 -2.17 21.37 5.73 10.97
FSE DAX TR EUR 04-17-14 -0.47 2.49 -3.42 -1.49 25.41 9.44 15.01
FTSE 100 PR GBP 04-17-14 -0.25 0.87 -2.99 -1.83 6.10 3.38 10.11
FTSE 100 TR GBP 04-17-14 -0.20 1.08 -1.95 -0.73 9.95 7.27 14.18
FTSE 250 PR GBP 04-17-14 -1.49 -2.39 -1.72 -0.17 17.56 10.85 16.83
Hang Seng Hong Kong Composite PR HKD 04-17-14 -2.12 5.25 -2.19 -3.39 5.86 -2.50 7.84
Hang Seng HSI PR HKD 04-17-14 -1.87 5.95 -1.65 -2.38 5.48 -1.77 7.84
MSCI AC Far East Ex Japan PR USD 04-17-14 -0.96 5.65 3.11 0.76 5.14 -0.93 11.56
MSCI ACWI PR USD 04-16-14 -0.69 2.00 0.60 0.20 13.75 5.89 13.14
MSCI EAFE NR USD 04-17-14 -0.21 2.33 0.53 0.77 17.45 6.81 13.88
MSCI EAFE PR LCL 04-17-14 0.06 2.02 -2.57 -1.49 11.47 5.51 8.22
MSCI EASEA PR LCL 04-17-14 -0.27 2.33 -0.51 1.11 14.10 4.29 9.05
MSCI EM Latin America PR USD 04-16-14 -0.70 14.68 5.88 1.43 -12.90 -11.01 5.20
MSCI EM PR LCL 04-16-14 -0.85 5.09 1.42 -0.54 4.10 -0.95 8.51
MSCI EM PR USD 04-16-14 -1.22 6.91 2.86 -0.02 -0.64 -5.33 9.11
MSCI Europe NR USD 04-17-14 -0.35 2.05 1.75 2.40 26.99 7.60 15.40
MSCI Europe PR LCL 04-17-14 -0.28 2.00 -1.11 0.85 15.58 4.63 9.24
MSCI Hong Kong PR USD 04-17-14 -0.05 7.11 0.73 1.53 8.19 2.89 12.98
MSCI Japan NR USD 04-17-14 0.71 0.88 -7.77 -7.76 -1.10 5.78 7.78
MSCI Japan PR LCL 04-17-14 1.45 0.74 -10.26 -10.96 1.84 11.06 6.40
MSCI North America NR USD 04-16-14 -0.58 1.14 1.37 1.21 19.73 12.54 17.91
MSCI Pacific Ex Japan NR USD 04-17-14 -0.68 6.20 7.96 6.05 4.96 4.85 17.77
MSCI Pacific Ex Japan PR LCL 04-17-14 -0.14 4.12 2.54 1.99 7.40 3.17 8.76
MSCI Pacific NR USD 04-17-14 0.15 2.92 -2.15 -2.76 1.18 5.39 11.18
MSCI Pacific PR LCL 04-17-14 0.82 2.06 -5.69 -6.34 3.89 7.60 6.79
MSCI World Ex US NR USD 04-16-14 -0.61 2.43 0.53 0.47 15.58 5.83 13.79
MSCI World Ex USA PR LCL 04-16-14 -0.51 2.11 -2.17 -1.24 11.19 4.92 8.40
Nikkei 225 Average PR JPY 04-17-14 0.82 0.98 -8.37 -11.50 7.73 14.55 10.11
S&P BSE SENSEX India INR 04-17-14 -0.38 3.76 7.43 6.89 20.81 5.29 15.47
S&P/ASX All Ordinaries PR 04-17-14 -0.60 2.05 2.41 1.71 9.04 3.30 7.87
S&P/TSX Composite PR 04-16-14 0.08 1.54 4.45 6.06 19.20 1.54 9.11
Shanghai SE Composite PR CNY 04-17-14 -1.66 3.72 4.69 -0.81 -4.33 -11.72 -3.47
SIX SMI CHF 04-17-14 -0.54 2.61 -1.22 2.10 11.17 9.38 10.03
SIX SMI TR CHF 04-17-14 0.29 3.84 1.19 4.59 14.48 13.33 13.72
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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