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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 06-29-15 -3.00 -2.19 0.53 1.02 7.22 16.89 17.02
Morningstar Large Core TR USD 06-29-15 -3.33 -2.55 0.17 -1.50 7.77 18.25 17.59
Morningstar Large Growth TR USD 06-29-15 -2.93 -1.68 0.08 4.99 12.02 18.42 19.04
Morningstar Large Value TR USD 06-29-15 -2.75 -2.43 1.45 -0.58 1.70 14.06 14.52
Morningstar Mid Cap TR USD 06-29-15 -3.38 -2.20 -0.83 2.85 6.96 19.58 18.21
Morningstar Mid Core TR USD 06-29-15 -3.29 -2.50 -0.78 2.72 8.75 19.78 19.64
Morningstar Mid Growth TR USD 06-29-15 -3.68 -1.47 -1.11 5.59 10.14 18.37 17.65
Morningstar Mid Value TR USD 06-29-15 -3.16 -2.66 -0.58 0.20 1.92 20.64 17.24
Morningstar Small Cap TR USD 06-29-15 -3.44 -0.67 -0.09 3.21 5.05 17.80 17.25
Morningstar Small Core TR USD 06-29-15 -3.10 -0.54 0.73 3.94 5.30 18.43 16.85
Morningstar Small Growth TR USD 06-29-15 -4.00 0.28 1.25 7.10 8.31 17.85 18.45
Morningstar Small Value TR USD 06-29-15 -3.23 -1.73 -2.23 -1.16 1.67 17.09 16.42
Morningstar US Core TR USD 06-29-15 -3.30 -2.41 0.01 -0.29 7.81 18.55 17.97
Morningstar US Growth TR USD 06-29-15 -3.15 -1.52 -0.09 5.23 11.40 18.36 18.76
Morningstar US Market TR USD 06-29-15 -3.11 -2.09 0.21 1.54 7.03 17.50 17.30
Morningstar US Value TR USD 06-29-15 -2.87 -2.42 0.75 -0.46 1.77 15.60 15.21
Morningstar Wide Moat Focus TR USD 06-29-15 -3.64 -2.12 0.90 -1.64 1.55 16.62 17.43
Domestic Indexes
DJ Industrial Average TR USD 06-29-15 -2.89 -2.20 -0.06 -0.11 6.89 13.72 15.15
NASDAQ Composite PR USD 06-29-15 -3.79 -2.20 1.37 4.70 12.75 19.10 18.35
NYSE Composite PR 06-29-15 -3.05 -2.41 -0.78 -0.45 -1.68 11.42 10.60
Russell 2000 TR USD 06-29-15 -3.47 0.16 0.85 4.15 6.18 17.59 16.70
S&P 500 TR USD 06-29-15 -3.03 -2.20 0.36 0.96 7.10 17.20 17.04
S&P MidCap 400 TR 06-29-15 -3.04 -1.46 -0.17 4.04 6.72 18.54 17.60
Bond Indexes
Barclays US Agg Bond TR USD 06-29-15 0.10 -1.12 -1.60 -0.14 1.92 1.82 3.34
Barclays US Government TR USD 06-29-15 0.27 -0.83 -1.40 0.10 2.38 0.94 2.65
Barclays US MBS TR USD 06-29-15 0.00 -0.85 -0.66 0.22 2.28 1.89 2.85
BofAML US HY Master II TR USD 06-29-15 -0.82 -1.55 0.07 2.45 -0.59 6.79 8.40
USTREAS T-Bill Auction Ave 3 Mon 05-31-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 05-31-15 --- -0.45 -0.57 1.19 5.45 0.52 4.41
Municipal Indexes
Barclays Municipal TR USD 06-29-15 0.13 -0.06 -0.85 0.15 3.06 3.11 4.53
Foreign Indexes
DJ Malaysia PR USD 06-29-15 -3.47 -6.20 -8.48 -10.17 -23.31 -3.55 2.45
Euronext BEL 20 PR EUR 06-30-15 -4.54 -3.61 -4.06 8.81 14.31 17.08 8.42
Euronext Paris CAC 40 NR EUR 06-30-15 -5.21 -3.96 -3.27 14.11 10.71 17.21 9.74
Euronext Paris CAC 40 PR EUR 06-30-15 -5.29 -4.35 -4.84 12.11 8.31 14.43 6.83
FSE DAX PR EUR 06-29-15 -3.29 -2.89 -8.65 10.23 10.13 16.61 9.77
FSE DAX TR EUR 06-30-15 -5.18 -4.11 -8.53 11.62 11.31 19.48 12.91
FTSE 100 PR GBP 06-30-15 -4.59 -6.64 -3.72 -0.69 -3.31 5.39 5.81
FTSE 100 TR GBP 06-30-15 -4.56 -6.40 -2.76 1.36 0.20 9.25 9.65
FTSE 250 PR GBP 06-30-15 -2.59 -3.43 2.58 8.99 11.50 17.05 13.36
Hang Seng Hong Kong Composite PR HKD 06-30-15 -4.04 -6.09 5.52 11.26 14.33 11.27 5.28
Hang Seng HSI PR HKD 06-30-15 -3.72 -4.04 5.69 11.49 13.48 10.62 5.51
MSCI AC Far East Ex Japan PR USD 06-30-15 -2.62 -4.79 -0.13 4.47 1.26 6.71 5.43
MSCI ACWI PR USD 06-29-15 -3.21 -2.57 -0.36 1.49 -1.08 10.70 9.41
MSCI EAFE NR USD 06-30-15 -3.98 -2.83 0.62 5.52 -4.22 11.97 9.54
MSCI EAFE PR LCL 06-30-15 -4.10 -4.57 -2.79 7.05 9.03 14.93 8.13
MSCI EASEA PR LCL 06-30-15 -4.44 -4.97 -4.95 4.85 4.16 11.68 6.80
MSCI EM Latin America PR USD 06-29-15 -3.14 -0.01 3.79 -8.49 -25.97 -10.84 -7.54
MSCI EM PR LCL 06-29-15 -1.75 -3.78 0.64 3.31 3.05 5.68 3.98
MSCI EM PR USD 06-29-15 -2.82 -4.46 0.14 0.33 -8.29 0.78 0.74
MSCI Europe NR USD 06-30-15 -4.84 -3.07 0.36 3.82 -7.65 12.37 10.02
MSCI Europe PR LCL 06-30-15 -4.65 -5.14 -5.12 5.27 4.33 12.04 7.18
MSCI Hong Kong PR USD 06-30-15 -3.57 -3.12 4.48 10.06 9.40 12.60 9.25
MSCI Japan NR USD 06-30-15 -1.68 -1.71 3.09 13.62 8.31 13.30 8.80
MSCI Japan PR LCL 06-30-15 -2.97 -3.16 5.02 14.99 28.74 28.30 13.85
MSCI North America NR USD 06-29-15 -3.07 -2.26 0.19 0.61 5.10 15.71 15.45
MSCI Pacific Ex Japan NR USD 06-30-15 -3.65 -3.76 -2.48 0.58 -6.79 7.53 8.70
MSCI Pacific Ex Japan PR LCL 06-30-15 -3.36 -4.14 -3.94 2.69 2.90 9.94 5.29
MSCI Pacific NR USD 06-30-15 -2.36 -2.42 1.14 8.84 2.70 11.22 8.80
MSCI Pacific PR LCL 06-30-15 -3.11 -3.50 1.83 10.55 18.65 20.79 10.34
MSCI World ex USA NR USD 06-29-15 -3.40 -2.19 0.16 5.04 -4.34 11.40 9.06
MSCI World Ex USA PR LCL 06-29-15 -2.50 -3.88 -2.34 6.96 8.51 14.48 7.89
Nikkei 225 Average PR JPY 06-30-15 -2.76 -1.59 5.36 15.96 33.46 30.97 16.62
S&P BSE SENSEX India INR 06-30-15 -0.08 -0.17 -0.63 1.02 9.31 16.81 9.43
S&P/ASX All Ordinaries PR 06-30-15 -3.88 -5.61 -7.01 1.16 1.29 9.65 4.74
S&P/TSX Composite PR 06-29-15 -2.03 -3.49 -2.18 -0.97 -4.00 7.71 5.17
Shanghai SE Composite PR CNY 06-30-15 -6.54 -7.25 14.12 32.23 108.82 24.33 12.27
SIX SMI CHF 06-30-15 -3.90 -4.95 -3.81 -2.25 2.65 13.12 7.46
SIX SMI TR CHF 06-30-15 -3.90 -4.93 -2.20 0.61 5.77 16.56 10.96
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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