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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 01-26-15 1.93 -1.30 5.24 0.11 17.25 18.39 15.59
Morningstar Large Core TR USD 01-26-15 1.14 -1.74 6.67 -0.21 20.59 20.72 17.02
Morningstar Large Growth TR USD 01-26-15 3.24 0.15 5.85 1.52 18.90 19.68 16.53
Morningstar Large Value TR USD 01-26-15 1.36 -2.43 3.06 -1.09 12.26 14.98 13.23
Morningstar Mid Cap TR USD 01-26-15 2.47 -0.43 6.15 0.71 15.72 19.08 17.83
Morningstar Mid Core TR USD 01-26-15 2.40 -0.50 7.08 0.59 18.68 19.40 19.04
Morningstar Mid Growth TR USD 01-26-15 3.15 0.51 6.39 1.64 13.25 17.18 17.30
Morningstar Mid Value TR USD 01-26-15 1.84 -1.31 4.93 -0.13 15.53 20.74 17.13
Morningstar Small Cap TR USD 01-26-15 2.45 -0.81 6.77 0.04 9.44 17.27 16.85
Morningstar Small Core TR USD 01-26-15 2.42 -0.75 6.47 0.13 11.33 17.25 16.21
Morningstar Small Growth TR USD 01-26-15 2.69 -0.04 7.43 1.03 5.70 16.43 17.47
Morningstar Small Value TR USD 01-26-15 2.26 -1.60 6.45 -0.98 11.22 18.11 16.84
Morningstar US Core TR USD 01-26-15 1.48 -1.42 6.74 -0.02 19.54 20.22 17.43
Morningstar US Growth TR USD 01-26-15 3.19 0.21 6.06 1.51 16.87 18.94 16.82
Morningstar US Market TR USD 01-26-15 2.07 -1.10 5.52 0.23 16.40 18.47 16.16
Morningstar US Value TR USD 01-26-15 1.52 -2.14 3.68 -0.88 12.85 16.37 14.28
Morningstar Wide Moat Focus TR USD 01-26-15 2.55 -4.87 -1.18 -3.58 7.68 17.16 15.10
Domestic Indexes
DJ Industrial Average TR USD 01-26-15 0.98 -1.96 5.83 -0.69 13.95 14.38 14.55
NASDAQ Composite PR USD 01-26-15 2.96 -0.73 6.42 0.75 15.59 19.37 16.71
NYSE Composite PR 01-26-15 1.75 -1.26 2.50 0.07 8.10 11.22 9.07
Russell 2000 TR USD 01-26-15 2.06 -1.11 7.67 -0.30 6.33 16.42 15.96
S&P 500 TR USD 01-26-15 1.88 -1.40 5.24 0.00 17.28 18.49 15.91
S&P MidCap 400 TR 01-26-15 2.89 0.38 7.28 1.40 13.65 17.96 17.05
Bond Indexes
Barclays US Agg Bond TR USD 01-26-15 0.08 1.81 2.04 1.44 6.23 3.01 4.47
Barclays US Government TR USD 01-26-15 -0.05 2.16 2.38 1.73 5.64 2.03 3.80
Barclays US MBS TR USD 01-26-15 0.01 0.72 1.24 0.49 5.24 2.43 3.59
BofAML US HY Master II TR USD 01-26-15 0.46 0.55 -1.67 0.45 2.17 7.54 8.67
USTREAS T-Bill Auction Ave 3 Mon 12-31-14 --- 0.00 0.01 0.03 0.03 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 12-31-14 --- 0.27 3.72 10.56 10.56 1.29 5.41
Municipal Indexes
Barclays Municipal TR USD 01-26-15 -0.01 1.73 1.97 1.41 8.29 4.20 5.34
Foreign Indexes
DJ Malaysia PR USD 01-26-15 1.14 -1.25 -11.27 -0.81 -8.26 -0.89 6.25
Euronext BEL 20 PR EUR 01-26-15 4.54 7.35 15.34 8.06 22.84 16.38 7.30
Euronext Paris CAC 40 NR EUR 01-26-15 6.39 8.85 13.51 9.43 14.90 14.55 7.14
Euronext Paris CAC 40 PR EUR 01-26-15 6.38 8.83 13.23 9.42 12.34 11.60 4.19
FSE DAX PR EUR 01-26-15 5.43 8.83 20.14 10.12 11.84 14.56 10.13
FSE DAX TR EUR 01-26-15 5.43 8.83 20.14 10.12 14.97 18.19 13.76
FTSE 100 PR GBP 01-26-15 4.05 3.67 7.26 4.36 2.83 5.74 5.36
FTSE 100 TR GBP 01-26-15 4.09 3.79 7.85 4.46 6.49 9.68 9.18
FTSE 250 PR GBP 01-26-15 2.51 2.27 9.15 2.39 4.88 14.72 12.13
Hang Seng Hong Kong Composite PR HKD 01-27-15 3.08 5.24 6.58 3.45 10.43 6.08 3.74
Hang Seng HSI PR HKD 01-27-15 3.45 6.12 7.06 4.97 12.75 6.52 4.34
MSCI AC Far East Ex Japan PR USD 01-26-15 3.70 4.33 4.64 3.69 8.69 4.82 5.34
MSCI ACWI PR USD 01-26-15 2.03 -0.49 2.44 0.50 5.63 9.58 7.51
MSCI EAFE NR USD 01-26-15 1.84 0.18 1.06 1.02 -2.21 9.06 5.99
MSCI EAFE PR LCL 01-26-15 3.86 2.53 9.14 3.38 8.60 12.39 5.82
MSCI EASEA PR LCL 01-26-15 4.34 3.78 8.11 4.43 8.09 9.98 5.38
MSCI EM Latin America PR USD 01-26-15 3.46 -0.06 -10.86 -0.59 -7.03 -12.68 -6.61
MSCI EM PR LCL 01-26-15 3.55 3.49 4.94 3.04 9.24 4.35 3.81
MSCI EM PR USD 01-26-15 3.80 3.80 0.44 3.39 4.09 -0.87 1.06
MSCI Europe NR USD 01-26-15 2.16 0.17 1.27 1.25 -3.36 9.93 6.38
MSCI Europe PR LCL 01-26-15 4.54 4.03 9.27 4.85 8.22 10.31 5.76
MSCI Hong Kong PR USD 01-26-15 3.06 5.45 3.35 4.99 10.58 9.35 8.37
MSCI Japan NR USD 01-26-15 1.36 -0.27 3.50 0.84 -2.56 8.40 4.63
MSCI Japan PR LCL 01-26-15 2.12 -1.94 13.18 -0.38 10.81 22.59 8.51
MSCI North America NR USD 01-26-15 1.83 -1.56 4.25 -0.26 15.14 16.40 14.34
MSCI Pacific Ex Japan NR USD 01-26-15 0.98 0.98 -4.08 0.09 3.97 5.99 6.80
MSCI Pacific Ex Japan PR LCL 01-26-15 3.37 2.55 2.17 2.27 6.56 8.54 3.94
MSCI Pacific NR USD 01-26-15 1.22 0.19 0.60 0.57 -0.21 7.50 5.43
MSCI Pacific PR LCL 01-26-15 2.58 -0.31 8.88 0.59 9.01 16.69 6.43
MSCI World ex USA NR USD 01-26-15 1.65 -0.34 0.24 0.38 -2.11 8.26 5.79
MSCI World Ex USA PR LCL 01-26-15 3.86 2.41 8.43 3.16 8.58 11.75 5.74
Nikkei 225 Average PR JPY 01-27-15 2.31 -0.28 15.46 1.82 18.41 26.20 11.63
S&P BSE SENSEX India INR 01-27-15 2.73 8.55 10.53 7.53 42.80 19.72 12.67
S&P/ASX All Ordinaries PR 01-27-15 4.25 2.64 1.28 2.28 4.89 8.22 3.37
S&P/TSX Composite PR 01-26-15 3.39 1.29 1.75 1.13 7.87 5.89 5.43
Shanghai SE Composite PR CNY 01-27-15 5.67 6.19 46.39 3.66 64.90 13.08 2.34
SIX SMI CHF 01-26-15 1.76 -8.04 -2.76 -7.65 1.16 10.79 5.05
SIX SMI TR CHF 01-26-15 1.76 -8.04 -2.74 -7.65 4.32 14.40 8.44
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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