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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 03-03-15 -0.31 3.15 2.00 2.74 16.60 17.73 15.71
Morningstar Large Core TR USD 03-03-15 -0.52 2.47 0.30 0.80 18.18 19.72 16.60
Morningstar Large Growth TR USD 03-03-15 0.31 5.11 5.98 6.81 20.11 18.92 17.31
Morningstar Large Value TR USD 03-03-15 -0.81 1.66 -0.50 0.38 11.41 14.56 13.23
Morningstar Mid Cap TR USD 03-03-15 -0.14 3.25 4.56 4.38 13.82 18.85 17.44
Morningstar Mid Core TR USD 03-03-15 -0.25 3.09 4.48 4.34 16.66 19.52 18.79
Morningstar Mid Growth TR USD 03-03-15 0.61 5.07 6.38 6.67 12.54 16.92 16.91
Morningstar Mid Value TR USD 03-03-15 -0.82 1.55 2.79 2.08 12.50 20.13 16.56
Morningstar Small Cap TR USD 03-03-15 -0.23 3.13 4.36 3.15 8.93 17.47 16.23
Morningstar Small Core TR USD 03-03-15 -0.14 2.87 3.90 2.97 9.58 17.22 15.60
Morningstar Small Growth TR USD 03-03-15 -0.08 4.63 6.86 5.30 7.00 17.04 17.10
Morningstar Small Value TR USD 03-03-15 -0.48 1.96 2.46 1.30 10.14 18.16 15.96
Morningstar US Core TR USD 03-03-15 -0.44 2.62 1.38 1.67 17.28 19.52 17.02
Morningstar US Growth TR USD 03-03-15 0.35 5.07 6.12 6.69 17.69 18.39 17.28
Morningstar US Market TR USD 03-03-15 -0.27 3.17 2.67 3.09 15.52 17.95 16.13
Morningstar US Value TR USD 03-03-15 -0.79 1.66 0.37 0.80 11.56 15.94 14.10
Morningstar Wide Moat Focus TR USD 03-03-15 -0.03 3.19 -1.88 0.03 9.89 17.34 16.17
Domestic Indexes
DJ Industrial Average TR USD 03-03-15 0.03 3.40 2.20 2.62 15.23 14.77 14.77
NASDAQ Composite PR USD 03-03-15 0.24 5.33 4.30 5.15 16.43 18.72 16.90
NYSE Composite PR 03-03-15 -0.64 1.88 0.58 1.96 6.98 10.80 9.05
Russell 2000 TR USD 03-03-15 0.10 3.26 5.04 2.65 6.35 17.04 15.25
S&P 500 TR USD 03-03-15 -0.32 3.07 2.11 2.74 16.55 17.95 15.92
S&P MidCap 400 TR 03-03-15 -0.48 2.57 4.83 4.17 12.11 17.34 16.44
Bond Indexes
Barclays US Agg Bond TR USD 03-03-15 -0.52 -1.05 1.15 0.63 4.33 2.57 4.17
Barclays US Government TR USD 03-03-15 -0.63 -1.51 0.98 0.43 3.51 1.62 3.43
Barclays US MBS TR USD 03-03-15 -0.22 -0.36 0.74 0.38 4.31 2.33 3.46
BofAML US HY Master II TR USD 03-03-15 0.41 1.97 2.42 3.02 2.80 7.56 9.01
USTREAS T-Bill Auction Ave 3 Mon 02-28-15 --- 0.00 0.01 0.00 0.03 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 03-03-15 -0.14 -1.05 0.96 0.51 5.99 3.71 4.93
Foreign Indexes
DJ Malaysia PR USD 03-03-15 0.38 1.96 -1.83 0.29 -9.51 -1.96 6.15
Euronext BEL 20 PR EUR 03-04-15 0.82 3.82 13.27 12.69 19.39 17.26 7.47
Euronext Paris CAC 40 NR EUR 03-04-15 0.72 4.71 13.93 15.10 14.41 14.94 8.11
Euronext Paris CAC 40 PR EUR 03-04-15 0.72 4.71 13.73 15.09 11.86 11.99 5.13
FSE DAX PR EUR 03-04-15 1.61 4.37 15.26 15.80 15.55 14.31 10.81
FSE DAX TR EUR 03-04-15 1.61 4.39 15.62 16.16 18.78 18.06 14.47
FTSE 100 PR GBP 03-04-15 -0.23 0.86 3.59 5.38 1.40 5.39 4.60
FTSE 100 TR GBP 03-04-15 -0.20 1.25 4.14 5.89 4.98 9.25 8.32
FTSE 250 PR GBP 03-04-15 -0.31 3.40 8.18 6.53 2.62 14.09 12.13
Hang Seng Hong Kong Composite PR HKD 03-04-15 -0.89 -0.01 2.12 2.69 6.58 3.75 2.95
Hang Seng HSI PR HKD 03-04-15 -1.26 -0.86 2.66 3.65 7.99 4.30 3.52
MSCI AC Far East Ex Japan PR USD 03-04-15 -0.64 0.07 2.35 3.37 7.16 2.61 4.94
MSCI ACWI PR USD 03-03-15 -0.34 2.89 1.49 3.41 6.49 9.13 7.82
MSCI EAFE NR USD 03-04-15 -1.11 2.58 2.05 5.18 -0.62 9.10 7.06
MSCI EAFE PR LCL 03-04-15 0.33 4.12 7.23 8.72 12.57 12.68 6.63
MSCI EASEA PR LCL 03-04-15 0.25 3.33 7.90 9.02 9.42 10.52 5.81
MSCI EM Latin America PR USD 03-03-15 -2.24 -1.54 -10.52 -4.55 -10.81 -15.51 -8.33
MSCI EM PR LCL 03-03-15 -0.13 1.88 2.99 4.46 11.51 3.07 3.73
MSCI EM PR USD 03-03-15 -0.17 0.99 0.03 3.13 3.74 -2.98 0.41
MSCI Europe NR USD 03-04-15 -1.50 1.78 0.97 4.50 -4.24 9.61 7.37
MSCI Europe PR LCL 03-04-15 0.37 3.70 8.12 9.47 9.45 10.76 6.17
MSCI Hong Kong PR USD 03-04-15 0.43 0.55 3.62 5.56 9.36 7.08 7.65
MSCI Japan NR USD 03-04-15 -0.08 5.21 5.04 7.90 9.13 9.28 6.40
MSCI Japan PR LCL 03-04-15 0.61 7.11 4.85 7.66 25.66 21.82 10.70
MSCI North America NR USD 03-03-15 -0.20 3.02 1.75 2.55 14.42 15.92 14.28
MSCI Pacific Ex Japan NR USD 03-04-15 -0.94 2.43 2.87 4.35 3.33 6.33 7.14
MSCI Pacific Ex Japan PR LCL 03-04-15 -0.45 1.41 7.18 7.01 8.93 9.56 4.54
MSCI Pacific NR USD 03-04-15 -0.39 4.19 4.25 6.60 7.00 8.20 6.68
MSCI Pacific PR LCL 03-04-15 0.23 4.99 5.71 7.44 19.05 16.69 8.03
MSCI World ex USA NR USD 03-03-15 -0.38 3.52 1.64 4.77 0.78 8.43 6.62
MSCI World Ex USA PR LCL 03-03-15 0.08 4.27 6.27 8.12 13.58 12.03 6.38
Nikkei 225 Average PR JPY 03-04-15 0.64 5.80 4.56 7.18 27.05 24.14 13.01
S&P BSE SENSEX India INR 03-04-15 1.28 1.72 2.86 6.84 38.52 18.54 11.60
S&P/ASX All Ordinaries PR 03-04-15 -0.63 2.40 9.84 8.96 8.50 10.40 4.30
S&P/TSX Composite PR 03-03-15 -0.21 0.47 2.57 3.43 6.48 6.18 5.01
Shanghai SE Composite PR CNY 03-04-15 1.57 3.32 13.11 1.39 58.32 10.05 1.64
SIX SMI CHF 03-04-15 0.17 4.46 -1.38 0.10 6.48 13.51 5.73
SIX SMI TR CHF 03-04-15 0.78 5.13 -0.75 0.74 9.79 17.13 9.03
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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