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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 05-26-15 -1.10 -0.50 0.13 3.03 12.88 19.08 16.91
Morningstar Large Core TR USD 05-26-15 -1.34 -0.17 -0.19 0.92 13.60 20.86 17.65
Morningstar Large Growth TR USD 05-26-15 -0.87 -1.26 -0.06 6.64 18.02 19.92 18.67
Morningstar Large Value TR USD 05-26-15 -1.09 0.04 0.72 1.38 6.96 16.51 14.46
Morningstar Mid Cap TR USD 05-26-15 -0.86 -0.48 0.93 5.27 14.16 21.19 18.09
Morningstar Mid Core TR USD 05-26-15 -0.83 0.40 1.16 5.33 15.90 21.29 19.48
Morningstar Mid Growth TR USD 05-26-15 -0.86 -1.49 1.22 7.64 17.34 19.73 17.69
Morningstar Mid Value TR USD 05-26-15 -0.90 -0.36 0.38 2.78 9.12 22.61 17.04
Morningstar Small Cap TR USD 05-26-15 -1.37 -1.41 0.00 3.47 11.06 19.24 16.42
Morningstar Small Core TR USD 05-26-15 -1.19 -0.43 1.05 4.22 11.26 19.48 15.80
Morningstar Small Growth TR USD 05-26-15 -1.32 -1.67 0.23 6.10 14.10 19.06 17.63
Morningstar Small Value TR USD 05-26-15 -1.60 -2.16 -1.29 0.24 8.00 19.18 15.85
Morningstar US Core TR USD 05-26-15 -1.22 -0.07 0.17 2.04 13.92 20.86 17.92
Morningstar US Growth TR USD 05-26-15 -0.90 -1.33 0.20 6.80 17.62 19.82 18.45
Morningstar US Market TR USD 05-26-15 -1.07 -0.56 0.28 3.51 13.03 19.52 17.14
Morningstar US Value TR USD 05-26-15 -1.09 -0.21 0.49 1.58 7.48 17.93 15.08
Morningstar Wide Moat Focus TR USD 05-26-15 -1.14 -0.89 1.49 1.07 7.31 19.63 16.69
Domestic Indexes
DJ Industrial Average TR USD 05-26-15 -1.42 0.11 -0.42 2.25 11.20 15.97 15.50
NASDAQ Composite PR USD 05-26-15 -0.74 -1.17 0.90 6.26 20.23 21.05 18.04
NYSE Composite PR 05-26-15 -1.32 -1.14 -0.15 2.09 3.59 13.67 10.78
Russell 2000 TR USD 05-26-15 -1.33 -2.17 0.29 3.30 11.44 18.96 15.56
S&P 500 TR USD 05-26-15 -1.08 -0.42 0.16 3.04 12.98 19.40 16.97
S&P MidCap 400 TR 05-26-15 -1.04 -0.47 1.15 5.55 12.97 19.48 17.15
Bond Indexes
Barclays US Agg Bond TR USD 05-26-15 0.47 -1.04 -0.24 0.78 3.20 2.33 3.81
Barclays US Government TR USD 05-26-15 0.55 -1.00 -0.22 0.66 3.03 1.26 3.07
Barclays US MBS TR USD 05-26-15 0.22 -0.42 0.38 0.89 3.50 2.21 3.22
BofAML US HY Master II TR USD 05-26-15 0.14 0.07 0.97 3.97 2.04 8.06 9.14
USTREAS T-Bill Auction Ave 3 Mon 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-15 --- -0.82 -2.86 1.65 7.92 1.81 5.23
Municipal Indexes
Barclays Municipal TR USD 05-26-15 0.17 -0.96 -0.75 -0.05 3.20 3.07 4.45
Foreign Indexes
DJ Malaysia PR USD 05-26-15 -3.35 -5.85 -4.13 -2.48 -15.72 -0.06 5.84
Euronext BEL 20 PR EUR 05-27-15 0.24 -2.16 1.26 14.48 19.25 21.07 8.78
Euronext Paris CAC 40 NR EUR 05-27-15 1.05 -0.63 6.05 22.91 16.95 22.36 10.93
Euronext Paris CAC 40 PR EUR 05-27-15 0.96 -1.64 4.67 21.29 14.41 19.36 8.01
FSE DAX PR EUR 05-27-15 -1.03 -3.68 1.24 17.35 15.65 19.49 11.16
FSE DAX TR EUR 05-27-15 -0.65 -2.23 3.24 20.05 18.41 22.91 14.67
FTSE 100 PR GBP 05-27-15 0.37 -0.99 1.25 7.12 2.75 9.54 6.25
FTSE 100 TR GBP 05-27-15 0.45 -0.60 2.55 9.02 6.45 13.60 10.09
FTSE 250 PR GBP 05-27-15 0.56 2.55 5.58 13.38 15.11 20.52 13.58
Hang Seng Hong Kong Composite PR HKD 05-27-15 1.29 -1.39 16.61 21.16 26.04 15.42 7.84
Hang Seng HSI PR HKD 05-27-15 1.54 -1.49 12.84 18.66 22.08 14.39 7.59
MSCI AC Far East Ex Japan PR USD 05-27-15 -0.21 -3.52 7.28 11.37 10.02 10.12 7.58
MSCI ACWI PR USD 05-26-15 -1.27 -1.28 0.70 4.51 3.91 13.24 10.09
MSCI EAFE NR USD 05-27-15 -1.11 -1.13 2.85 9.53 0.70 15.49 10.21
MSCI EAFE PR LCL 05-27-15 0.61 -0.82 3.77 13.30 15.55 18.75 8.76
MSCI EASEA PR LCL 05-27-15 0.46 -1.74 2.33 12.02 10.07 15.54 7.71
MSCI EM Latin America PR USD 05-26-15 -4.93 -7.07 -4.08 -6.87 -23.96 -9.19 -6.54
MSCI EM PR LCL 05-26-15 -0.45 -2.47 4.18 9.22 9.48 8.77 5.90
MSCI EM PR USD 05-26-15 -1.39 -3.21 3.28 7.34 -1.48 4.40 3.05
MSCI Europe NR USD 05-27-15 -1.37 -0.51 2.21 8.62 -3.33 16.11 10.89
MSCI Europe PR LCL 05-27-15 0.29 -1.45 2.72 12.98 10.74 16.19 8.09
MSCI Hong Kong PR USD 05-27-15 1.23 0.23 10.13 15.57 16.57 15.73 11.22
MSCI Japan NR USD 05-27-15 -0.95 -1.36 5.95 15.01 16.37 16.11 8.78
MSCI Japan PR LCL 05-27-15 1.14 2.39 8.91 17.84 38.86 32.08 13.51
MSCI North America NR USD 05-26-15 -1.05 -0.71 0.13 2.82 11.09 17.76 15.40
MSCI Pacific Ex Japan NR USD 05-27-15 0.07 -3.96 0.45 4.98 -2.19 11.37 9.71
MSCI Pacific Ex Japan PR LCL 05-27-15 1.45 -3.24 -0.01 7.17 6.18 12.48 6.18
MSCI Pacific NR USD 05-27-15 -0.60 -2.27 3.99 11.33 9.21 14.39 9.14
MSCI Pacific PR LCL 05-27-15 1.25 0.39 5.71 14.00 25.75 24.01 10.44
MSCI World ex USA NR USD 05-26-15 -1.49 -1.11 2.37 7.82 -0.58 14.32 10.04
MSCI World Ex USA PR LCL 05-26-15 0.00 -1.11 2.70 11.49 13.69 17.54 8.71
Nikkei 225 Average PR JPY 05-27-15 1.37 2.45 8.91 17.32 39.87 33.63 16.26
S&P BSE SENSEX India INR 05-27-15 -0.98 1.43 -5.67 0.24 12.28 19.34 10.59
S&P/ASX All Ordinaries PR 05-27-15 1.96 -3.87 -2.95 6.23 4.25 11.94 5.41
S&P/TSX Composite PR 05-26-15 -0.46 -2.32 -1.25 2.86 2.28 9.14 5.45
Shanghai SE Composite PR CNY 05-27-15 11.14 9.15 49.28 52.77 142.89 28.42 13.22
SIX SMI CHF 05-27-15 0.82 0.50 4.23 4.60 7.87 17.01 8.31
SIX SMI TR CHF 05-27-15 0.82 1.02 7.24 7.64 11.16 20.57 11.83
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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