• Site Search
  • Search Local Business Listings
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 12-23-14 5.55 1.01 5.37 14.77 16.11 20.41 15.27
Morningstar Large Core TR USD 12-23-14 5.15 2.27 8.85 18.78 20.08 23.14 16.88
Morningstar Large Growth TR USD 12-23-14 5.10 0.17 4.79 15.05 16.06 21.48 15.55
Morningstar Large Value TR USD 12-23-14 6.46 0.61 2.48 10.55 12.28 16.90 13.41
Morningstar Mid Cap TR USD 12-23-14 5.64 0.94 5.60 13.17 14.43 21.49 17.27
Morningstar Mid Core TR USD 12-23-14 5.56 1.90 7.03 17.08 18.35 22.13 18.61
Morningstar Mid Growth TR USD 12-23-14 5.41 -0.27 5.46 10.50 11.56 19.38 16.28
Morningstar Mid Value TR USD 12-23-14 5.96 1.17 4.21 12.15 13.63 23.04 16.88
Morningstar Small Cap TR USD 12-23-14 5.37 1.73 6.72 6.98 7.88 19.46 16.26
Morningstar Small Core TR USD 12-23-14 5.16 1.50 6.05 8.42 9.71 19.57 15.68
Morningstar Small Growth TR USD 12-23-14 5.75 1.81 6.61 2.49 3.18 18.22 16.52
Morningstar Small Value TR USD 12-23-14 5.21 1.89 7.49 9.99 10.71 20.54 16.55
Morningstar US Core TR USD 12-23-14 5.23 2.15 8.30 17.69 18.98 22.68 17.20
Morningstar US Growth TR USD 12-23-14 5.20 0.19 5.03 13.30 14.29 20.83 15.83
Morningstar US Market TR USD 12-23-14 5.56 1.05 5.50 13.91 15.21 20.57 15.78
Morningstar US Value TR USD 12-23-14 6.28 0.81 3.15 10.84 12.45 18.40 14.33
Morningstar Wide Moat Focus TR USD 12-23-14 4.39 -1.30 1.60 11.07 12.87 21.61 15.88
Domestic Indexes
DJ Industrial Average TR USD 12-24-14 3.89 1.40 5.40 11.32 12.81 16.51 14.29
NASDAQ Composite PR USD 12-23-14 4.78 1.11 5.69 14.10 14.86 22.09 15.99
NYSE Composite PR 12-23-14 5.41 -0.67 1.26 5.30 6.88 13.36 8.70
Russell 2000 TR USD 12-23-14 5.56 2.69 7.85 4.62 5.27 18.76 15.29
S&P 500 TR USD 12-24-14 3.47 0.78 4.73 14.92 15.90 20.62 15.48
S&P MidCap 400 TR 12-24-14 2.99 0.79 5.32 10.54 11.26 20.03 16.30
Bond Indexes
Barclays US Agg Bond TR USD 12-23-14 -0.53 0.17 1.31 5.46 5.25 2.75 4.29
Barclays US Government TR USD 12-23-14 -0.86 0.20 1.47 4.40 4.14 1.50 3.51
Barclays US MBS TR USD 12-23-14 -0.28 0.14 1.58 5.74 5.66 2.40 3.60
BofAML US HY Master II TR USD 12-23-14 2.59 -1.59 -2.14 2.32 2.49 8.49 8.93
USTREAS T-Bill Auction Ave 3 Mon 11-30-14 --- 0.00 0.00 0.03 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 11-30-14 --- 1.70 2.11 10.26 7.79 1.83 4.29
Municipal Indexes
Barclays Municipal TR USD 12-23-14 -0.39 0.51 1.28 8.72 8.74 4.34 5.06
Foreign Indexes
DJ Malaysia PR USD 12-23-14 4.51 -8.05 -13.32 -12.00 -10.14 1.62 6.89
Euronext BEL 20 PR EUR 12-24-14 4.32 1.94 3.09 13.10 14.05 17.19 5.83
Euronext Paris CAC 40 NR EUR 12-24-14 4.49 -1.47 -2.39 2.28 4.16 14.40 4.77
Euronext Paris CAC 40 PR EUR 12-24-14 4.47 -1.66 -2.67 0.00 1.84 11.46 1.89
FSE DAX PR EUR 12-23-14 3.75 1.95 3.41 1.04 1.72 15.24 7.21
FSE DAX TR EUR 12-23-14 3.75 1.95 3.41 3.87 4.57 19.06 10.74
FTSE 100 PR GBP 12-24-14 4.32 -1.78 -1.44 -2.06 -1.26 6.24 4.12
FTSE 100 TR GBP 12-24-14 4.32 -1.72 -0.86 1.39 2.22 10.18 7.87
FTSE 250 PR GBP 12-24-14 4.28 2.51 3.65 1.06 2.04 17.28 11.82
Hang Seng Hong Kong Composite PR HKD 12-24-14 2.60 -2.46 -2.13 -1.50 -0.79 7.59 1.42
Hang Seng HSI PR HKD 12-24-14 3.38 -2.28 -2.39 0.18 0.73 7.82 1.65
MSCI AC Far East Ex Japan PR USD 12-24-14 2.83 -2.10 -3.63 -0.23 0.76 5.94 3.57
MSCI ACWI PR USD 12-23-14 4.19 -1.23 -0.45 2.82 4.27 11.89 7.11
MSCI EAFE NR USD 12-24-14 2.86 -2.27 -4.23 -4.09 -2.16 11.67 5.60
MSCI EAFE PR LCL 12-24-14 4.43 -0.24 1.65 4.04 5.56 13.64 4.89
MSCI EASEA PR LCL 12-24-14 4.11 -0.74 -0.02 2.73 3.73 10.77 4.08
MSCI EM Latin America PR USD 12-23-14 9.29 -12.90 -17.31 -14.74 -14.05 -9.29 -7.49
MSCI EM PR LCL 12-23-14 3.95 -2.38 -2.38 2.13 3.15 5.16 2.57
MSCI EM PR USD 12-23-14 4.61 -5.22 -7.83 -5.06 -4.10 0.86 -0.26
MSCI Europe NR USD 12-24-14 2.74 -2.58 -4.89 -5.08 -3.11 12.55 5.67
MSCI Europe PR LCL 12-24-14 4.14 -0.76 -0.10 2.79 3.87 11.09 4.39
MSCI Hong Kong PR USD 12-24-14 3.11 -4.52 -1.83 1.57 2.16 10.95 6.32
MSCI Japan NR USD 12-24-14 2.93 -0.08 -1.70 -3.12 -0.61 10.91 5.26
MSCI Japan PR LCL 12-24-14 5.64 1.69 8.17 9.26 12.90 25.71 8.99
MSCI North America NR USD 12-23-14 5.61 0.47 4.35 13.01 14.31 18.70 14.05
MSCI Pacific Ex Japan NR USD 12-24-14 3.41 -4.45 -5.35 -1.44 -0.68 8.69 6.38
MSCI Pacific Ex Japan PR LCL 12-24-14 4.03 -0.75 -0.04 1.31 1.87 9.45 2.97
MSCI Pacific NR USD 12-24-14 3.10 -1.71 -3.04 -2.47 -0.59 10.10 5.68
MSCI Pacific PR LCL 12-24-14 5.05 0.78 5.00 6.05 8.49 18.92 6.36
MSCI World ex USA NR USD 12-23-14 2.19 -2.85 -4.80 -3.92 -2.13 10.91 5.48
MSCI World Ex USA PR LCL 12-23-14 4.26 -0.54 1.17 4.16 5.77 12.91 4.86
Nikkei 225 Average PR JPY 12-24-14 6.15 2.86 10.43 9.59 12.37 28.60 11.12
S&P BSE SENSEX India INR 12-24-14 1.87 -4.53 1.73 28.52 29.36 20.02 9.40
S&P/ASX All Ordinaries PR 12-24-14 4.45 0.38 -0.12 0.31 0.83 8.60 2.46
S&P/TSX Composite PR 12-24-14 2.78 -2.70 -3.38 7.25 8.07 7.00 4.44
Shanghai SE Composite PR CNY 12-24-14 -2.89 17.36 26.84 40.48 42.03 10.47 -1.17
SIX SMI CHF 12-23-14 2.58 -0.65 2.94 9.98 11.28 15.25 6.52
SIX SMI TR CHF 12-23-14 2.58 -0.65 2.97 13.42 14.76 19.00 9.95
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
Become a Morningstar Premium Member.?Enjoy our analyst picks and buy-sell opinions on 4,000 stocks, funds and ETFs. Learn more.

© Copyright 2014 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.







INSIDE OREGON BUSINESS
  • Oregon Business News
  • My Economy: Personal Finance & Money News
  • Portland OR Real Estate News
  • OR Real Estate Listings
  • AP Business News
  • Oregon Mortgage Rates
  • Contact the Biz Team