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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 03-05-15 -0.44 2.16 1.63 2.45 14.46 17.76 15.26
Morningstar Large Core TR USD 03-05-15 -0.68 1.45 -0.48 0.43 15.73 19.65 16.14
Morningstar Large Growth TR USD 03-05-15 0.13 4.18 6.13 6.84 18.28 19.27 16.88
Morningstar Large Value TR USD 03-05-15 -0.84 0.63 -0.98 -0.19 9.24 14.37 12.73
Morningstar Mid Cap TR USD 03-05-15 -0.13 2.28 4.31 4.16 12.06 19.01 16.97
Morningstar Mid Core TR USD 03-05-15 -0.18 2.30 3.79 3.94 14.68 19.59 18.25
Morningstar Mid Growth TR USD 03-05-15 0.40 4.25 6.73 6.77 11.09 17.28 16.57
Morningstar Mid Value TR USD 03-05-15 -0.65 0.23 2.39 1.73 10.64 20.17 16.03
Morningstar Small Cap TR USD 03-05-15 -0.66 1.86 4.02 2.80 6.34 17.40 15.62
Morningstar Small Core TR USD 03-05-15 -0.67 1.71 3.52 2.45 6.75 17.03 14.99
Morningstar Small Growth TR USD 03-05-15 -0.53 3.20 6.79 5.31 4.26 17.23 16.54
Morningstar Small Value TR USD 03-05-15 -0.76 0.74 1.93 0.77 7.94 17.95 15.31
Morningstar US Core TR USD 03-05-15 -0.57 1.64 0.64 1.28 14.89 19.47 16.53
Morningstar US Growth TR USD 03-05-15 0.14 4.13 6.29 6.73 15.87 18.73 16.86
Morningstar US Market TR USD 03-05-15 -0.39 2.16 2.33 2.81 13.42 18.00 15.66
Morningstar US Value TR USD 03-05-15 -0.79 0.56 -0.09 0.28 9.46 15.80 13.59
Morningstar Wide Moat Focus TR USD 03-05-15 0.29 2.51 -1.48 -0.13 8.62 17.52 15.77
Domestic Indexes
DJ Industrial Average TR USD 03-05-15 -0.43 1.74 1.56 2.23 13.45 14.67 14.31
NASDAQ Composite PR USD 03-05-15 -0.10 4.57 4.23 5.21 14.34 19.09 16.46
NYSE Composite PR 03-05-15 -0.61 1.08 0.40 1.61 5.07 10.83 8.60
Russell 2000 TR USD 03-05-15 -0.36 2.22 4.71 2.63 3.71 16.97 14.65
S&P 500 TR USD 03-05-15 -0.43 2.09 1.76 2.44 14.44 17.98 15.44
S&P MidCap 400 TR 03-05-15 -0.47 1.68 4.55 3.85 10.21 17.36 16.00
Bond Indexes
Barclays US Agg Bond TR USD 03-05-15 -0.29 -0.84 1.37 0.74 4.81 2.64 4.23
Barclays US Government TR USD 03-05-15 -0.34 -1.24 1.25 0.54 3.98 1.70 3.51
Barclays US MBS TR USD 03-05-15 0.00 -0.25 0.96 0.51 4.83 2.38 3.49
BofAML US HY Master II TR USD 03-05-15 -0.10 1.47 2.37 2.87 2.56 7.57 8.89
USTREAS T-Bill Auction Ave 3 Mon 02-28-15 --- 0.00 0.01 0.00 0.03 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 02-28-15 --- -2.74 2.06 1.78 8.44 2.06 5.24
Municipal Indexes
Barclays Municipal TR USD 03-05-15 -0.25 -0.92 0.91 0.46 6.19 3.71 4.90
Foreign Indexes
DJ Malaysia PR USD 03-05-15 -2.59 -1.59 -1.98 -0.91 -11.33 -2.25 5.65
Euronext BEL 20 PR EUR 03-05-15 0.47 4.90 11.86 13.58 20.05 17.81 7.40
Euronext Paris CAC 40 NR EUR 03-05-15 1.08 5.53 12.48 16.18 15.61 15.45 7.85
Euronext Paris CAC 40 PR EUR 03-05-15 1.08 5.53 12.31 16.17 13.03 12.48 4.88
FSE DAX PR EUR 03-05-15 1.56 5.47 13.69 16.96 17.28 14.99 10.72
FSE DAX TR EUR 03-05-15 1.56 5.49 14.05 17.32 20.56 18.77 14.38
FTSE 100 PR GBP 03-05-15 0.16 1.39 3.24 6.02 2.74 5.82 4.45
FTSE 100 TR GBP 03-05-15 0.38 1.98 4.01 6.76 6.47 9.77 8.22
FTSE 250 PR GBP 03-05-15 0.35 3.69 8.17 7.61 4.19 14.89 12.11
Hang Seng Hong Kong Composite PR HKD 03-06-15 -2.00 -0.68 0.75 1.82 5.45 4.78 2.54
Hang Seng HSI PR HKD 03-06-15 -2.71 -2.15 0.61 2.31 6.37 5.09 3.04
MSCI AC Far East Ex Japan PR USD 03-05-15 -1.47 -0.22 1.47 2.71 6.09 2.86 4.56
MSCI ACWI PR USD 03-05-15 -0.72 1.80 1.18 3.03 4.66 9.22 7.50
MSCI EAFE NR USD 03-05-15 -0.69 2.74 2.21 5.45 -0.54 9.36 6.87
MSCI EAFE PR LCL 03-05-15 0.33 4.82 6.63 9.34 13.12 13.10 6.47
MSCI EASEA PR LCL 03-05-15 0.38 3.93 7.11 9.68 10.15 10.94 5.66
MSCI EM Latin America PR USD 03-05-15 -4.50 -4.68 -11.52 -7.29 -13.56 -15.92 -9.13
MSCI EM PR LCL 03-05-15 -1.05 0.73 1.88 3.74 10.01 3.19 3.45
MSCI EM PR USD 03-05-15 -1.94 -0.78 -1.13 1.91 1.60 -2.92 -0.01
MSCI Europe NR USD 03-05-15 -0.73 2.14 0.88 5.05 -3.71 9.95 7.13
MSCI Europe PR LCL 03-05-15 0.53 4.53 7.23 10.33 10.52 11.26 6.03
MSCI Hong Kong PR USD 03-05-15 -0.87 -0.44 1.39 4.21 7.98 6.88 7.18
MSCI Japan NR USD 03-05-15 -0.52 5.76 6.16 7.97 8.62 9.48 6.48
MSCI Japan PR LCL 03-05-15 0.15 8.16 4.94 8.18 25.36 22.28 10.49
MSCI North America NR USD 03-05-15 -0.41 2.03 1.60 2.27 12.47 16.01 13.83
MSCI Pacific Ex Japan NR USD 03-05-15 -0.84 0.98 2.83 3.55 1.73 6.38 6.73
MSCI Pacific Ex Japan PR LCL 03-05-15 -0.46 0.83 6.92 6.61 7.97 9.55 4.35
MSCI Pacific NR USD 03-05-15 -0.63 4.00 4.95 6.35 6.08 8.34 6.59
MSCI Pacific PR LCL 03-05-15 -0.07 5.43 5.68 7.63 18.50 16.97 7.82
MSCI World ex USA NR USD 03-05-15 -0.71 2.47 1.66 4.58 -0.77 8.58 6.46
MSCI World Ex USA PR LCL 03-05-15 0.22 4.39 6.45 8.80 12.53 12.48 6.27
Nikkei 225 Average PR JPY 03-06-15 0.92 7.49 5.86 8.71 25.35 25.33 12.84
S&P BSE SENSEX India INR 03-05-15 2.44 2.07 3.48 7.09 38.41 19.26 11.62
S&P/ASX All Ordinaries PR 03-06-15 -0.51 1.63 10.44 8.91 7.49 10.96 4.22
S&P/TSX Composite PR 03-05-15 -0.91 -0.14 4.35 3.22 5.59 6.44 4.75
Shanghai SE Composite PR CNY 03-06-15 -2.09 5.37 10.33 0.20 57.37 10.37 1.35
SIX SMI CHF 03-05-15 -0.16 5.74 -1.93 0.57 6.80 13.65 5.70
SIX SMI TR CHF 03-05-15 0.97 6.97 -0.79 1.74 10.69 17.48 9.10
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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