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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 12-26-14 0.88 0.83 5.69 15.19 15.60 20.55 15.24
Morningstar Large Core TR USD 12-26-14 1.03 1.80 8.89 18.95 19.31 23.20 16.82
Morningstar Large Growth TR USD 12-26-14 0.58 -0.01 5.27 15.94 16.28 21.79 15.59
Morningstar Large Value TR USD 12-26-14 1.04 0.74 2.92 10.74 11.27 16.97 13.34
Morningstar Mid Cap TR USD 12-26-14 1.15 0.88 6.03 13.59 14.19 21.64 17.21
Morningstar Mid Core TR USD 12-26-14 1.09 1.26 7.03 17.21 17.83 22.18 18.47
Morningstar Mid Growth TR USD 12-26-14 0.70 -0.28 5.74 11.01 11.49 19.56 16.28
Morningstar Mid Value TR USD 12-26-14 1.67 1.69 5.26 12.79 13.51 23.27 16.84
Morningstar Small Cap TR USD 12-26-14 1.53 1.25 7.64 7.83 8.20 19.77 16.32
Morningstar Small Core TR USD 12-26-14 1.46 0.85 7.14 9.16 9.48 19.85 15.72
Morningstar Small Growth TR USD 12-26-14 1.51 1.36 7.20 3.55 3.80 18.63 16.66
Morningstar Small Value TR USD 12-26-14 1.62 1.54 8.59 10.73 11.28 20.81 16.56
Morningstar US Core TR USD 12-26-14 1.07 1.63 8.40 17.89 18.30 22.75 17.13
Morningstar US Growth TR USD 12-26-14 0.66 0.02 5.48 14.12 14.48 21.12 15.87
Morningstar US Market TR USD 12-26-14 0.97 0.87 5.89 14.36 14.81 20.73 15.75
Morningstar US Value TR USD 12-26-14 1.21 0.98 3.76 11.16 11.73 18.51 14.27
Morningstar Wide Moat Focus TR USD 12-26-14 0.40 -0.89 1.77 11.16 12.06 21.64 15.77
Domestic Indexes
DJ Industrial Average TR USD 12-26-14 1.40 1.44 6.13 11.47 12.12 16.56 14.32
NASDAQ Composite PR USD 12-26-14 0.87 0.41 6.53 15.09 15.35 22.44 16.03
NYSE Composite PR 12-26-14 0.87 -0.57 1.73 5.63 6.33 13.47 8.65
Russell 2000 TR USD 12-26-14 1.64 2.18 8.89 5.75 5.89 19.19 15.43
S&P 500 TR USD 12-26-14 0.90 0.91 5.87 15.30 15.74 20.75 15.55
S&P MidCap 400 TR 12-26-14 1.26 1.04 6.27 10.88 11.53 20.15 16.37
Bond Indexes
Barclays US Agg Bond TR USD 12-26-14 -0.19 -0.11 1.46 5.58 5.66 2.79 4.37
Barclays US Government TR USD 12-26-14 -0.28 -0.09 1.53 4.48 4.48 1.53 3.59
Barclays US MBS TR USD 12-26-14 -0.09 0.03 1.64 5.84 6.06 2.43 3.66
BofAML US HY Master II TR USD 12-26-14 0.48 -1.74 -1.05 2.40 2.54 8.52 8.95
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 12-26-14 -0.06 0.33 1.16 8.71 8.71 4.33 5.07
Foreign Indexes
DJ Malaysia PR USD 12-26-14 1.86 -8.67 -12.26 -11.23 -9.60 1.91 6.95
Euronext BEL 20 PR EUR 12-26-14 0.86 1.32 3.13 13.10 14.05 17.19 5.83
Euronext Paris CAC 40 NR EUR 12-26-14 1.28 -1.58 -1.96 2.28 4.16 14.40 4.77
Euronext Paris CAC 40 PR EUR 12-26-14 1.28 -1.77 -2.25 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 12-26-14 1.03 -2.54 -2.58 -0.08 0.93 6.07 3.60
MSCI ACWI PR USD 12-26-14 0.74 -1.57 0.36 3.11 4.05 11.98 7.06
MSCI EAFE NR USD 12-26-14 0.46 -3.13 -3.29 -4.11 -2.56 11.62 5.62
MSCI EAFE PR LCL 12-26-14 1.15 -0.54 2.11 4.05 5.20 13.60 4.92
MSCI EASEA PR LCL 12-26-14 1.12 -1.02 0.66 2.74 3.73 10.77 4.08
MSCI EM Latin America PR USD 12-26-14 0.11 -12.43 -17.36 -15.23 -14.72 -9.43 -7.71
MSCI EM PR LCL 12-26-14 0.99 -3.12 -2.10 2.10 3.07 5.15 2.45
MSCI EM PR USD 12-26-14 0.84 -5.87 -6.97 -5.00 -4.09 0.89 -0.45
MSCI Europe NR USD 12-26-14 0.38 -3.55 -3.62 -5.17 -3.42 12.52 5.65
MSCI Europe PR LCL 12-26-14 1.11 -0.97 0.56 2.79 3.87 11.09 4.39
MSCI Hong Kong PR USD 12-26-14 1.10 -5.34 -1.35 1.57 2.18 10.95 6.33
MSCI Japan NR USD 12-26-14 0.49 -1.01 -2.17 -2.95 -1.74 10.78 5.40
MSCI Japan PR LCL 12-26-14 1.26 1.33 7.76 9.31 11.11 25.51 9.12
MSCI North America NR USD 12-26-14 0.91 0.36 4.77 13.37 13.85 18.82 13.99
MSCI Pacific Ex Japan NR USD 12-26-14 0.89 -4.58 -3.76 -1.35 -0.31 8.72 6.39
MSCI Pacific Ex Japan PR LCL 12-26-14 1.26 -1.36 0.80 1.35 1.88 9.46 2.98
MSCI Pacific NR USD 12-26-14 0.64 -2.33 -2.75 -2.33 -1.18 10.03 5.78
MSCI Pacific PR LCL 12-26-14 1.26 0.33 5.07 6.09 7.40 18.81 6.44
MSCI World ex USA NR USD 12-26-14 0.52 -3.38 -3.54 -3.64 -2.14 10.98 5.46
MSCI World Ex USA PR LCL 12-26-14 1.14 -0.75 1.65 4.39 5.51 12.95 4.82
Nikkei 225 Average PR JPY 12-26-14 1.12 2.50 9.79 9.38 10.17 28.09 11.17
S&P BSE SENSEX India INR 12-26-14 -0.48 -4.03 2.31 28.68 29.26 19.48 9.43
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 12-26-14 1.58 21.24 34.50 49.23 52.31 12.97 0.10
SIX SMI CHF 12-24-14 2.80 -0.41 2.55 9.98 11.28 15.25 6.52
SIX SMI TR CHF 12-24-14 2.80 -0.41 2.58 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
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