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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 09-17-14 0.37 2.58 3.73 9.87 19.95 20.53 15.56
Morningstar Large Core TR USD 09-17-14 0.69 3.28 3.76 10.15 18.10 22.51 16.39
Morningstar Large Growth TR USD 09-17-14 -0.27 1.98 5.11 10.71 24.39 20.29 16.81
Morningstar Large Value TR USD 09-17-14 0.72 2.51 2.35 8.77 17.31 19.03 13.59
Morningstar Mid Cap TR USD 09-17-14 -0.34 2.16 2.35 9.34 18.25 21.10 17.83
Morningstar Mid Core TR USD 09-17-14 -0.62 2.05 2.62 11.20 20.75 22.21 18.76
Morningstar Mid Growth TR USD 09-17-14 -0.47 2.37 2.78 7.17 14.38 17.35 17.24
Morningstar Mid Value TR USD 09-17-14 0.07 2.05 1.64 9.92 20.05 23.92 17.49
Morningstar Small Cap TR USD 09-17-14 -0.60 1.65 -0.95 3.25 12.79 19.91 16.38
Morningstar Small Core TR USD 09-17-14 -0.52 1.79 -0.68 5.17 15.33 19.64 15.98
Morningstar Small Growth TR USD 09-17-14 -0.67 1.82 -1.33 -1.01 6.27 18.15 16.33
Morningstar Small Value TR USD 09-17-14 -0.61 1.35 -0.85 5.55 17.06 21.97 16.78
Morningstar US Core TR USD 09-17-14 0.33 2.93 3.21 9.99 18.43 22.25 16.89
Morningstar US Growth TR USD 09-17-14 -0.33 2.05 4.22 9.21 21.01 19.54 16.91
Morningstar US Market TR USD 09-17-14 0.16 2.43 3.14 9.30 19.10 20.62 16.11
Morningstar US Value TR USD 09-17-14 0.50 2.34 1.99 8.78 17.87 20.23 14.61
Morningstar Wide Moat Focus TR USD 09-17-14 0.15 2.88 5.18 10.17 17.09 23.65 16.82
Domestic Indexes
DJ Industrial Average TR USD 09-17-14 0.54 3.18 2.66 5.28 13.06 17.19 14.83
NASDAQ Composite PR USD 09-17-14 -0.53 2.18 5.19 9.23 21.80 20.27 16.49
NYSE Composite PR 09-17-14 0.01 1.65 0.81 5.51 12.68 14.30 9.40
Russell 2000 TR USD 09-17-14 -0.91 1.19 -1.62 0.04 9.61 18.98 14.92
S&P 500 TR USD 09-17-14 0.33 2.57 3.59 9.89 19.86 20.66 15.85
S&P MidCap 400 TR 09-17-14 -0.39 2.15 0.98 7.11 15.98 19.79 16.88
Bond Indexes
Barclays US Agg Bond TR USD 09-17-14 -0.28 -0.94 0.54 3.68 4.79 2.40 4.12
Barclays US Government TR USD 09-17-14 -0.23 -0.96 0.52 2.53 2.79 1.19 3.13
Barclays US MBS TR USD 09-17-14 -0.19 -0.56 0.53 3.72 4.86 1.85 3.44
BofAML US HY Master II TR USD 09-17-14 -0.23 -0.57 -0.71 4.63 8.55 10.08 10.91
USTREAS T-Bill Auction Ave 3 Mon 08-31-14 --- 0.00 0.01 0.03 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 08-31-14 --- 2.24 1.77 7.98 6.54 1.74 4.36
Municipal Indexes
Barclays Municipal TR USD 09-17-14 -0.02 0.01 1.55 7.08 8.71 4.50 4.83
Foreign Indexes
DJ Malaysia PR USD 09-17-14 -1.66 -3.17 0.03 2.56 6.28 7.99 10.92
Euronext BEL 20 PR EUR 09-18-14 1.03 1.96 1.82 9.73 13.32 14.16 5.12
Euronext Paris CAC 40 NR EUR 09-18-14 0.54 5.53 -1.33 5.88 9.56 16.86 6.09
Euronext Paris CAC 40 PR EUR 09-18-14 0.54 5.53 -1.45 3.93 7.06 13.78 3.13
FSE DAX PR EUR 09-18-14 1.10 5.98 -1.33 -0.22 10.37 16.82 7.88
FSE DAX TR EUR 09-18-14 1.10 5.98 -1.33 2.58 13.46 20.69 11.43
FTSE 100 PR GBP 09-18-14 0.29 1.16 0.60 1.04 3.97 8.30 5.68
FTSE 100 TR GBP 09-18-14 0.29 1.43 1.51 3.96 7.68 12.36 9.52
FTSE 250 PR GBP 09-18-14 0.65 -0.47 0.63 -1.33 4.20 14.67 11.06
Hang Seng Hong Kong Composite PR HKD 09-18-14 -2.14 -2.94 4.20 1.36 4.07 6.87 2.24
Hang Seng HSI PR HKD 09-18-14 -2.09 -3.24 4.17 3.61 4.46 7.47 2.23
MSCI AC Far East Ex Japan PR USD 09-18-14 -1.52 -2.48 2.16 4.69 6.58 6.45 5.24
MSCI ACWI PR USD 09-17-14 -0.16 0.96 0.54 4.64 11.47 12.46 8.00
MSCI EAFE NR USD 09-18-14 -0.02 -0.34 -2.82 1.52 7.99 13.14 6.96
MSCI EAFE PR LCL 09-18-14 0.26 2.94 1.21 3.15 8.61 13.56 5.07
MSCI EASEA PR LCL 09-18-14 0.16 2.68 0.17 3.93 8.31 12.22 4.88
MSCI EM Latin America PR USD 09-17-14 -0.43 0.38 3.96 8.74 4.26 -3.09 -0.77
MSCI EM PR LCL 09-17-14 -0.58 0.32 3.36 6.89 8.01 6.54 4.36
MSCI EM PR USD 09-17-14 -1.19 -1.13 1.81 5.95 5.98 2.84 2.92
MSCI Europe NR USD 09-18-14 0.89 0.92 -3.88 1.73 10.33 15.26 7.32
MSCI Europe PR LCL 09-18-14 0.63 3.77 -0.02 4.16 8.96 12.96 5.24
MSCI Hong Kong PR USD 09-18-14 -2.71 -3.43 3.66 4.43 7.93 9.74 7.20
MSCI Japan NR USD 09-18-14 -1.02 -1.84 -0.83 -1.93 1.73 8.83 5.16
MSCI Japan PR LCL 09-18-14 0.66 3.97 5.38 0.37 9.76 19.67 6.78
MSCI North America NR USD 09-17-14 0.25 2.36 3.40 9.54 18.81 18.73 14.49
MSCI Pacific Ex Japan NR USD 09-18-14 -3.20 -4.46 -0.26 5.64 5.70 10.07 8.80
MSCI Pacific Ex Japan PR LCL 09-18-14 -2.34 -2.90 1.13 2.04 4.23 8.94 3.61
MSCI Pacific NR USD 09-18-14 -1.85 -2.83 -0.61 0.82 3.21 9.32 6.49
MSCI Pacific PR LCL 09-18-14 -0.48 1.29 3.74 0.85 7.57 15.12 5.23
MSCI World ex USA NR USD 09-17-14 -0.32 0.08 -2.36 2.13 9.00 12.35 6.75
MSCI World Ex USA PR LCL 09-17-14 -0.43 2.86 1.02 3.50 9.49 12.77 4.94
Nikkei 225 Average PR JPY 09-18-14 1.00 4.86 6.30 -1.37 10.77 21.93 9.15
S&P BSE SENSEX India INR 09-18-14 0.43 2.73 7.39 28.06 35.82 16.99 10.12
S&P/ASX All Ordinaries PR 09-18-14 -2.30 -2.89 1.03 1.23 3.61 8.61 2.92
S&P/TSX Composite PR 09-17-14 -0.08 1.01 2.68 13.49 20.45 8.02 6.04
Shanghai SE Composite PR CNY 09-18-14 0.18 3.41 12.67 9.45 5.66 -2.29 -4.81
SIX SMI CHF 09-18-14 0.02 4.46 2.00 7.65 9.66 17.43 6.90
SIX SMI TR CHF 09-18-14 0.02 4.48 2.02 10.92 13.01 21.24 10.32
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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