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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 05-04-15 0.16 2.58 4.09 3.31 14.69 17.77 14.79
Morningstar Large Core TR USD 05-04-15 0.39 2.55 3.09 1.02 15.24 19.40 15.54
Morningstar Large Growth TR USD 05-04-15 -1.04 1.47 4.92 6.42 20.37 18.52 16.38
Morningstar Large Value TR USD 05-04-15 1.31 3.93 4.25 2.42 8.47 15.50 12.52
Morningstar Mid Cap TR USD 05-04-15 0.19 0.57 4.57 5.22 14.91 19.60 16.01
Morningstar Mid Core TR USD 05-04-15 0.24 0.08 3.99 4.64 16.80 19.63 17.21
Morningstar Mid Growth TR USD 05-04-15 -0.20 0.71 6.80 8.03 18.04 18.15 15.82
Morningstar Mid Value TR USD 05-04-15 0.55 0.97 2.92 3.00 9.88 21.08 14.96
Morningstar Small Cap TR USD 05-04-15 -0.94 -1.45 3.39 3.00 10.57 17.67 14.19
Morningstar Small Core TR USD 05-04-15 -0.66 -1.09 3.75 3.22 10.75 17.63 13.48
Morningstar Small Growth TR USD 05-04-15 -1.55 -1.69 4.29 4.89 12.25 17.14 15.24
Morningstar Small Value TR USD 05-04-15 -0.62 -1.57 2.16 1.00 8.79 18.23 13.85
Morningstar US Core TR USD 05-04-15 0.29 1.77 3.32 1.90 15.25 19.32 15.76
Morningstar US Growth TR USD 05-04-15 -0.90 1.12 5.24 6.64 19.37 18.35 16.24
Morningstar US Market TR USD 05-04-15 0.09 1.88 4.14 3.67 14.46 18.14 15.02
Morningstar US Value TR USD 05-04-15 1.01 2.88 3.82 2.43 8.78 16.82 13.11
Morningstar Wide Moat Focus TR USD 05-04-15 0.96 4.70 7.13 2.59 9.06 17.89 14.79
Domestic Indexes
DJ Industrial Average TR USD 05-04-15 0.18 1.80 2.80 2.07 11.98 14.28 13.44
NASDAQ Composite PR USD 05-04-15 -0.86 2.66 6.37 5.93 21.65 19.28 15.66
NYSE Composite PR 05-04-15 0.05 2.01 3.70 3.08 5.11 12.09 8.78
Russell 2000 TR USD 05-04-15 -1.53 -1.73 3.84 2.75 10.69 17.50 13.19
S&P 500 TR USD 05-04-15 0.28 2.39 4.07 3.34 14.71 18.07 14.90
S&P MidCap 400 TR 05-04-15 -0.13 -0.22 3.93 5.08 13.25 18.07 15.01
Bond Indexes
Barclays US Agg Bond TR USD 05-04-15 -1.00 -1.21 -0.82 0.82 3.73 2.38 4.01
Barclays US Government TR USD 05-04-15 -0.98 -1.38 -1.23 0.67 3.49 1.50 3.37
Barclays US MBS TR USD 05-04-15 -0.43 -0.41 0.18 0.86 4.09 2.19 3.46
BofAML US HY Master II TR USD 05-04-15 -0.06 1.23 2.70 3.89 2.59 7.38 8.23
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 05-04-15 -0.56 -0.71 -1.04 0.38 4.53 3.30 4.71
Foreign Indexes
DJ Malaysia PR USD 05-04-15 -1.52 2.70 1.09 2.12 -10.58 -0.86 4.52
Euronext BEL 20 PR EUR 05-05-15 -5.31 -4.59 1.21 9.59 16.55 18.44 8.04
Euronext Paris CAC 40 NR EUR 05-05-15 -3.65 -1.57 6.32 17.05 14.01 19.30 9.48
Euronext Paris CAC 40 PR EUR 05-05-15 -3.85 -1.97 5.76 16.41 11.46 16.30 6.47
FSE DAX PR EUR 05-05-15 -4.40 -5.84 3.06 14.28 16.18 16.54 10.27
FSE DAX TR EUR 05-05-15 -4.10 -5.35 3.87 15.52 18.87 19.96 13.71
FTSE 100 PR GBP 05-05-15 -1.46 1.38 0.90 5.51 1.54 7.00 5.34
FTSE 100 TR GBP 05-05-15 -1.41 1.70 2.22 7.01 5.24 10.98 9.11
FTSE 250 PR GBP 05-05-15 -1.17 1.06 4.53 8.50 9.55 16.09 11.82
Hang Seng Hong Kong Composite PR HKD 05-05-15 -2.81 10.61 16.00 19.23 27.99 10.29 6.32
Hang Seng HSI PR HKD 05-05-15 -2.94 9.23 11.48 16.96 25.62 9.40 6.31
MSCI AC Far East Ex Japan PR USD 05-05-15 -2.13 6.27 9.49 12.71 14.36 6.38 6.07
MSCI ACWI PR USD 05-04-15 -0.71 2.65 4.68 5.25 5.86 10.92 7.90
MSCI EAFE NR USD 05-05-15 -2.22 1.82 5.39 8.18 0.52 11.64 8.28
MSCI EAFE PR LCL 05-05-15 -2.77 -0.68 5.61 10.17 14.16 15.18 6.99
MSCI EASEA PR LCL 05-05-15 -2.81 -1.33 3.71 9.45 9.36 12.53 6.55
MSCI EM Latin America PR USD 05-04-15 -2.01 5.45 1.72 -1.51 -18.91 -11.10 -7.34
MSCI EM PR LCL 05-04-15 -1.00 4.67 7.81 10.91 14.66 6.41 4.68
MSCI EM PR USD 05-04-15 -1.63 5.42 6.87 9.61 4.47 1.15 1.14
MSCI Europe NR USD 05-05-15 -1.76 1.53 3.65 6.60 -4.32 12.22 9.05
MSCI Europe PR LCL 05-05-15 -3.04 -1.76 3.89 9.66 9.37 13.22 6.93
MSCI Hong Kong PR USD 05-05-15 -0.48 7.73 9.45 14.57 18.65 11.24 9.75
MSCI Japan NR USD 05-05-15 -3.59 1.37 11.06 13.37 16.29 12.22 6.59
MSCI Japan PR LCL 05-05-15 -2.65 1.57 12.67 12.68 34.46 26.21 9.69
MSCI North America NR USD 05-04-15 0.20 2.49 4.29 3.37 12.96 16.45 13.41
MSCI Pacific Ex Japan NR USD 05-05-15 -2.24 4.41 4.97 7.64 2.01 8.02 7.93
MSCI Pacific Ex Japan PR LCL 05-05-15 -1.71 1.05 2.52 8.41 8.75 9.54 5.12
MSCI Pacific NR USD 05-05-15 -3.11 2.43 8.81 11.27 10.80 10.66 7.09
MSCI Pacific PR LCL 05-05-15 -2.32 1.40 8.90 11.17 24.17 19.29 7.62
MSCI World ex USA NR USD 05-04-15 -1.53 2.84 6.32 8.21 0.84 11.21 7.64
MSCI World Ex USA PR LCL 05-04-15 -2.29 0.56 6.32 10.81 14.29 14.99 6.77
Nikkei 225 Average PR JPY 05-01-15 -2.44 2.61 10.51 11.92 34.84 27.83 12.05
S&P BSE SENSEX India INR 05-05-15 0.16 -2.90 -4.89 -0.22 22.25 17.70 9.94
S&P/ASX All Ordinaries PR 05-05-15 -1.78 -0.91 0.88 7.94 6.85 9.26 4.39
S&P/TSX Composite PR 05-04-15 0.15 2.27 2.48 5.02 4.08 8.99 5.02
Shanghai SE Composite PR CNY 05-05-15 -3.97 11.25 37.05 32.89 112.04 20.58 8.51
SIX SMI CHF 05-05-15 -2.54 -1.16 5.62 0.46 7.32 14.22 6.95
SIX SMI TR CHF 05-05-15 -2.21 0.29 8.50 3.19 10.64 17.70 10.41
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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