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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 08-03-15 1.42 1.35 0.35 3.40 11.44 16.84 15.81
Morningstar Large Core TR USD 08-03-15 1.77 1.34 -0.20 0.49 12.38 18.29 16.51
Morningstar Large Growth TR USD 08-03-15 1.26 3.02 3.30 9.77 18.38 18.94 18.40
Morningstar Large Value TR USD 08-03-15 1.25 -0.44 -2.32 -0.30 3.42 13.30 12.55
Morningstar Mid Cap TR USD 08-03-15 2.07 -0.14 -1.13 3.63 11.06 19.53 16.73
Morningstar Mid Core TR USD 08-03-15 2.35 -0.17 -0.80 3.53 12.18 19.80 17.86
Morningstar Mid Growth TR USD 08-03-15 2.10 0.79 -0.20 7.39 15.80 18.73 16.69
Morningstar Mid Value TR USD 08-03-15 1.73 -1.11 -2.50 -0.09 5.16 20.06 15.59
Morningstar Small Cap TR USD 08-03-15 1.81 -1.24 -0.47 2.11 9.85 17.78 15.47
Morningstar Small Core TR USD 08-03-15 1.87 -2.29 -0.99 1.88 9.10 17.85 14.90
Morningstar Small Growth TR USD 08-03-15 1.93 0.81 3.75 8.27 16.81 18.84 17.20
Morningstar Small Value TR USD 08-03-15 1.62 -2.19 -3.99 -3.40 4.08 16.63 14.30
Morningstar US Core TR USD 08-03-15 1.90 0.75 -0.40 1.17 12.09 18.53 16.69
Morningstar US Growth TR USD 08-03-15 1.46 2.44 2.62 9.20 17.76 18.89 18.02
Morningstar US Market TR USD 08-03-15 1.58 0.87 -0.01 3.35 11.25 17.44 15.99
Morningstar US Value TR USD 08-03-15 1.37 -0.69 -2.46 -0.47 3.83 14.89 13.29
Morningstar Wide Moat Focus TR USD 08-03-15 1.05 0.97 -1.89 0.45 5.25 17.41 16.08
Domestic Indexes
DJ Industrial Average TR USD 08-03-15 0.90 -0.67 -1.75 0.03 9.23 13.08 13.44
NASDAQ Composite PR USD 08-03-15 1.50 2.12 2.20 8.01 17.52 19.90 17.50
NYSE Composite PR 08-03-15 1.73 -0.22 -2.68 0.02 1.39 10.94 8.69
Russell 2000 TR USD 08-03-15 1.43 -1.27 0.63 2.97 11.93 17.60 14.97
S&P 500 TR USD 08-03-15 1.49 1.12 0.03 3.07 11.22 17.13 15.79
S&P MidCap 400 TR 08-03-15 2.34 -0.39 -0.60 4.05 11.27 18.37 15.97
Bond Indexes
Barclays US Agg Bond TR USD 08-03-15 0.41 1.15 -0.08 0.83 2.82 1.77 3.31
Barclays US Government TR USD 08-03-15 0.39 1.33 0.41 1.16 3.26 1.10 2.71
Barclays US MBS TR USD 08-03-15 0.32 0.96 0.11 1.05 3.34 1.92 2.85
BofAML US HY Master II TR USD 08-03-15 0.73 -0.98 -1.95 1.77 0.61 5.77 7.46
USTREAS T-Bill Auction Ave 3 Mon 07-31-15 --- 0.00 0.00 0.01 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 Yr 07-31-15 --- 1.53 -0.80 0.84 5.56 0.07 3.58
Municipal Indexes
Barclays Municipal TR USD 08-03-15 0.06 0.92 0.53 0.90 3.62 2.87 4.38
Foreign Indexes
DJ Malaysia PR USD 08-03-15 0.22 -1.96 -11.78 -9.90 -23.23 -4.64 1.18
Euronext BEL 20 PR EUR 08-04-15 2.20 5.83 3.50 15.71 24.12 18.16 7.99
Euronext Paris CAC 40 NR EUR 08-04-15 2.71 6.33 1.95 21.84 23.93 17.64 9.22
Euronext Paris CAC 40 PR EUR 08-04-15 2.71 6.32 0.59 19.65 21.22 14.85 6.33
FSE DAX PR EUR 08-03-15 3.50 3.48 -1.81 13.82 21.18 15.23 9.20
FSE DAX TR EUR 08-04-15 2.53 3.60 -1.41 16.83 25.15 18.61 12.59
FTSE 100 PR GBP 08-04-15 2.00 1.53 -4.29 1.83 0.14 4.93 4.42
FTSE 100 TR GBP 08-04-15 2.00 1.58 -3.62 4.01 3.75 8.76 8.15
FTSE 250 PR GBP 08-04-15 1.99 0.69 1.52 10.25 15.44 16.21 11.86
Hang Seng Hong Kong Composite PR HKD 08-04-15 -0.04 -6.64 -16.57 1.66 -1.40 7.81 1.91
Hang Seng HSI PR HKD 08-04-15 -0.31 -6.28 -13.14 3.49 -0.70 7.50 2.54
MSCI AC Far East Ex Japan PR USD 08-04-15 -0.55 -7.63 -15.64 -4.16 -10.04 3.22 1.98
MSCI ACWI PR USD 08-03-15 1.42 0.06 -2.94 1.96 1.05 10.17 7.46
MSCI EAFE NR USD 08-04-15 1.54 1.57 -1.26 7.55 0.63 12.02 7.41
MSCI EAFE PR LCL 08-04-15 1.80 2.69 -0.34 10.99 14.73 15.50 7.55
MSCI EASEA PR LCL 08-04-15 1.82 3.46 -1.42 9.41 11.04 11.64 6.05
MSCI EM Latin America PR USD 08-03-15 1.24 -8.86 -15.27 -16.84 -33.78 -14.40 -11.21
MSCI EM PR LCL 08-03-15 0.27 -5.14 -10.78 -1.57 -4.16 3.58 1.69
MSCI EM PR USD 08-03-15 -0.20 -7.62 -14.83 -6.84 -15.97 -2.22 -2.47
MSCI Europe NR USD 08-04-15 1.55 2.71 -0.93 6.85 -0.08 12.33 7.45
MSCI Europe PR LCL 08-04-15 2.01 3.95 -0.98 10.33 12.82 12.09 6.42
MSCI Hong Kong PR USD 08-04-15 0.02 -2.78 -7.49 7.09 1.23 10.49 6.90
MSCI Japan NR USD 08-04-15 1.46 -0.73 0.60 13.90 8.68 15.15 8.08
MSCI Japan PR LCL 08-04-15 1.72 0.23 3.61 16.75 29.36 31.61 13.95
MSCI North America NR USD 08-03-15 1.57 0.63 -0.86 2.17 8.49 15.46 14.10
MSCI Pacific Ex Japan NR USD 08-04-15 1.79 -0.58 -7.09 -0.34 -9.85 5.15 5.98
MSCI Pacific Ex Japan PR LCL 08-04-15 0.86 0.36 -4.32 4.09 1.11 9.12 4.33
MSCI Pacific NR USD 08-04-15 1.57 -0.68 -2.12 8.69 1.67 11.34 7.37
MSCI Pacific PR LCL 08-04-15 1.43 0.27 0.77 12.17 18.21 22.29 10.04
MSCI World ex USA NR USD 08-03-15 1.75 1.06 -2.11 5.80 -1.45 10.98 6.67
MSCI World Ex USA PR LCL 08-03-15 2.39 2.44 -0.47 9.97 12.66 14.81 7.16
Nikkei 225 Average PR JPY 08-04-15 0.94 -0.09 5.06 17.59 32.61 33.86 16.68
S&P BSE SENSEX India INR 08-04-15 2.23 -0.07 2.11 2.08 9.13 17.74 9.03
S&P/ASX All Ordinaries PR 08-04-15 1.99 2.78 -2.30 5.44 2.69 10.22 4.50
S&P/TSX Composite PR 07-31-15 1.99 -0.58 -4.97 -1.12 -5.62 7.44 4.32
Shanghai SE Composite PR CNY 08-04-15 2.55 1.89 -16.16 16.13 68.96 20.77 7.32
SIX SMI CHF 08-04-15 2.20 6.37 4.23 5.53 14.16 13.63 8.24
SIX SMI TR CHF 08-04-15 2.20 6.40 4.59 8.66 17.68 17.11 11.74
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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