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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 07-27-15 -2.88 -1.17 -1.16 1.95 7.00 16.47 15.65
Morningstar Large Core TR USD 07-27-15 -2.68 -1.96 -1.88 -1.25 7.38 17.69 16.20
Morningstar Large Growth TR USD 07-27-15 -3.08 1.02 0.81 8.41 14.43 18.73 18.18
Morningstar Large Value TR USD 07-27-15 -2.85 -2.78 -2.60 -1.54 -0.93 12.99 12.59
Morningstar Mid Cap TR USD 07-27-15 -2.63 -3.39 -3.33 1.52 5.93 18.64 16.23
Morningstar Mid Core TR USD 07-27-15 -2.71 -3.63 -3.10 1.15 6.92 18.75 17.40
Morningstar Mid Growth TR USD 07-27-15 -2.80 -2.61 -2.83 5.19 10.40 17.70 16.21
Morningstar Mid Value TR USD 07-27-15 -2.37 -3.96 -4.13 -1.79 0.45 19.53 15.04
Morningstar Small Cap TR USD 07-27-15 -3.24 -5.19 -3.54 0.30 5.09 16.84 14.82
Morningstar Small Core TR USD 07-27-15 -3.56 -6.02 -3.74 0.02 4.32 17.04 14.20
Morningstar Small Growth TR USD 07-27-15 -3.02 -3.38 -0.30 6.23 11.59 17.60 16.45
Morningstar Small Value TR USD 07-27-15 -3.13 -6.13 -6.48 -4.94 -0.21 15.87 13.80
Morningstar US Core TR USD 07-27-15 -2.75 -2.62 -2.29 -0.72 7.05 17.82 16.32
Morningstar US Growth TR USD 07-27-15 -3.02 0.02 0.01 7.63 13.45 18.45 17.71
Morningstar US Market TR USD 07-27-15 -2.85 -1.91 -1.77 1.75 6.65 16.93 15.73
Morningstar US Value TR USD 07-27-15 -2.77 -3.24 -3.18 -1.81 -0.59 14.51 13.18
Morningstar Wide Moat Focus TR USD 07-27-15 -2.73 -1.01 -2.17 -0.59 2.39 16.65 15.78
Domestic Indexes
DJ Industrial Average TR USD 07-27-15 -3.62 -2.69 -2.70 -0.86 5.28 12.81 13.45
NASDAQ Composite PR USD 07-27-15 -3.43 -0.80 -0.40 6.41 13.26 19.44 17.11
NYSE Composite PR 07-27-15 -2.85 -3.48 -4.57 -1.68 -3.00 10.44 8.63
Russell 2000 TR USD 07-27-15 -3.61 -5.04 -2.72 1.51 7.49 16.68 14.43
S&P 500 TR USD 07-27-15 -2.83 -1.50 -1.45 1.55 6.67 16.71 15.59
S&P MidCap 400 TR 07-27-15 -2.81 -4.34 -3.38 1.67 5.78 17.29 15.34
Bond Indexes
Barclays US Agg Bond TR USD 07-27-15 0.56 1.15 -1.39 0.42 2.28 1.66 3.35
Barclays US Government TR USD 07-27-15 0.75 1.37 -0.88 0.76 2.83 0.95 2.79
Barclays US MBS TR USD 07-27-15 0.33 1.00 -0.56 0.73 2.99 1.83 2.83
BofAML US HY Master II TR USD 07-27-15 -1.26 -1.82 -2.81 1.03 -1.53 5.80 7.41
USTREAS T-Bill Auction Ave 3 Mon 06-30-15 --- 0.00 0.00 0.01 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 Yr 06-30-15 --- -1.85 -3.10 -0.68 3.74 0.09 3.37
Municipal Indexes
Barclays Municipal TR USD 07-27-15 0.44 0.97 -0.09 0.85 3.44 2.81 4.41
Foreign Indexes
DJ Malaysia PR USD 07-27-15 -0.67 -1.44 -13.30 -10.09 -24.74 -4.18 1.46
Euronext BEL 20 PR EUR 07-28-15 -2.70 0.00 -2.18 13.21 17.61 17.59 7.88
Euronext Paris CAC 40 NR EUR 07-28-15 -2.53 -1.57 -2.36 18.62 17.12 17.70 9.17
Euronext Paris CAC 40 PR EUR 07-28-15 -2.53 -1.62 -3.79 16.49 14.56 14.91 6.28
FSE DAX PR EUR 07-27-15 -5.79 -3.79 -9.75 9.97 11.81 14.90 8.80
FSE DAX TR EUR 07-27-15 -5.79 -3.79 -8.16 12.76 14.65 18.23 12.24
FTSE 100 PR GBP 07-28-15 -3.16 -2.94 -6.76 -0.16 -3.43 5.22 4.27
FTSE 100 TR GBP 07-28-15 -3.12 -2.87 -6.06 1.96 0.06 9.07 8.04
FTSE 250 PR GBP 07-28-15 -2.07 -2.44 -1.54 8.10 11.34 15.86 11.66
Hang Seng Hong Kong Composite PR HKD 07-28-15 -4.58 -9.53 -16.78 2.09 -0.59 8.64 2.45
Hang Seng HSI PR HKD 07-28-15 -3.63 -7.71 -13.48 4.25 0.74 8.48 3.13
MSCI AC Far East Ex Japan PR USD 07-28-15 -4.27 -8.76 -16.32 -3.63 -9.54 3.97 2.50
MSCI ACWI PR USD 07-27-15 -2.91 -3.09 -5.15 0.54 -2.71 9.96 7.58
MSCI EAFE NR USD 07-27-15 -2.45 -2.70 -4.48 5.81 -3.40 11.98 7.63
MSCI EAFE PR LCL 07-27-15 -3.35 -1.97 -5.00 8.53 9.96 15.24 7.29
MSCI EASEA PR LCL 07-27-15 -3.86 -1.97 -6.49 6.61 5.58 11.43 5.77
MSCI EM Latin America PR USD 07-27-15 -7.55 -11.95 -18.28 -17.86 -36.90 -14.93 -11.10
MSCI EM PR LCL 07-27-15 -3.46 -6.74 -12.37 -1.83 -5.25 3.84 1.89
MSCI EM PR USD 07-27-15 -4.58 -8.98 -16.24 -6.66 -17.25 -1.77 -2.07
MSCI Europe NR USD 07-27-15 -3.07 -3.15 -4.08 4.73 -5.19 12.35 7.66
MSCI Europe PR LCL 07-27-15 -4.21 -2.26 -6.51 7.19 6.52 11.89 6.07
MSCI Hong Kong PR USD 07-28-15 -2.49 -4.16 -6.99 7.07 2.38 11.17 7.57
MSCI Japan NR USD 07-28-15 -2.61 -2.23 -4.53 12.26 5.67 14.53 7.63
MSCI Japan PR LCL 07-28-15 -2.79 -2.50 -0.84 14.78 26.28 30.77 13.09
MSCI North America NR USD 07-27-15 -2.88 -2.12 -2.50 0.59 4.02 14.97 13.90
MSCI Pacific Ex Japan NR USD 07-28-15 -3.36 -3.64 -11.08 -2.09 -12.15 5.06 6.15
MSCI Pacific Ex Japan PR LCL 07-28-15 -2.29 -0.87 -6.43 3.20 -0.07 9.09 4.32
MSCI Pacific NR USD 07-28-15 -2.86 -2.70 -6.83 7.00 -1.04 10.96 7.15
MSCI Pacific PR LCL 07-28-15 -2.62 -1.96 -2.83 10.58 15.90 21.79 9.50
MSCI World ex USA NR USD 07-27-15 -2.49 -3.27 -5.37 3.98 -5.25 10.83 7.00
MSCI World Ex USA PR LCL 07-27-15 -3.29 -2.20 -5.29 7.40 8.16 14.40 6.93
Nikkei 225 Average PR JPY 07-28-15 -2.46 -1.82 1.35 16.49 30.91 33.38 15.82
S&P BSE SENSEX India INR 07-28-15 -2.57 -1.27 0.23 -0.15 5.65 17.70 8.87
S&P/ASX All Ordinaries PR 07-28-15 -2.07 0.63 -5.92 3.39 0.02 9.58 4.17
S&P/TSX Composite PR 07-27-15 -2.94 -5.45 -8.75 -4.31 -9.41 5.97 3.63
Shanghai SE Composite PR CNY 07-28-15 -8.83 -12.64 -18.17 13.24 68.19 19.83 6.82
SIX SMI CHF 07-28-15 -1.17 2.98 0.17 3.25 8.74 13.39 8.12
SIX SMI TR CHF 07-28-15 -1.13 3.01 0.75 6.31 12.09 16.86 11.62
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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