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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 09-19-14 1.35 1.70 3.28 10.41 19.24 21.11 15.61
Morningstar Large Core TR USD 09-19-14 1.47 2.56 3.16 10.73 17.39 23.19 16.40
Morningstar Large Growth TR USD 09-19-14 0.82 0.55 4.53 11.08 22.82 20.53 16.89
Morningstar Large Value TR USD 09-19-14 1.79 2.07 2.15 9.46 17.48 19.86 13.68
Morningstar Mid Cap TR USD 09-19-14 0.11 0.56 1.52 9.24 17.08 21.54 17.77
Morningstar Mid Core TR USD 09-19-14 0.08 0.53 2.20 11.18 19.42 22.67 18.70
Morningstar Mid Growth TR USD 09-19-14 0.04 0.65 2.02 7.18 13.06 17.70 17.21
Morningstar Mid Value TR USD 09-19-14 0.21 0.49 0.34 9.66 19.18 24.41 17.40
Morningstar Small Cap TR USD 09-19-14 -0.85 -0.72 -2.06 2.69 11.33 20.31 16.23
Morningstar Small Core TR USD 09-19-14 -0.78 -0.53 -1.87 4.57 13.64 20.10 15.81
Morningstar Small Growth TR USD 09-19-14 -1.09 -0.74 -2.47 -1.54 4.95 18.37 16.17
Morningstar Small Value TR USD 09-19-14 -0.68 -0.89 -1.85 5.01 15.67 22.49 16.64
Morningstar US Core TR USD 09-19-14 1.03 1.93 2.61 10.37 17.53 22.87 16.88
Morningstar US Growth TR USD 09-19-14 0.54 0.49 3.57 9.45 19.53 19.81 16.95
Morningstar US Market TR USD 09-19-14 0.96 1.31 2.56 9.65 18.26 21.16 16.13
Morningstar US Value TR USD 09-19-14 1.31 1.56 1.52 9.20 17.73 20.98 14.65
Morningstar Wide Moat Focus TR USD 09-19-14 0.95 2.29 4.33 10.74 16.66 24.77 16.83
Domestic Indexes
DJ Industrial Average TR USD 09-19-14 1.73 2.34 2.70 6.05 13.09 17.84 14.92
NASDAQ Composite PR USD 09-19-14 0.27 1.15 5.06 9.65 20.86 20.57 16.51
NYSE Composite PR 09-19-14 0.72 0.55 -0.12 5.67 11.52 14.95 9.39
Russell 2000 TR USD 09-19-14 -1.16 -1.22 -2.83 -0.55 8.04 19.42 14.69
S&P 500 TR USD 09-19-14 1.27 1.63 3.12 10.39 19.16 21.24 15.90
S&P MidCap 400 TR 09-19-14 -0.19 0.03 0.17 6.79 14.76 20.21 16.82
Bond Indexes
Barclays US Agg Bond TR USD 09-19-14 0.17 -0.52 0.46 3.83 4.29 2.29 4.20
Barclays US Government TR USD 09-19-14 0.11 -0.62 0.45 2.60 2.44 1.01 3.21
Barclays US MBS TR USD 09-19-14 0.19 -0.20 0.28 3.86 4.17 1.83 3.50
BofAML US HY Master II TR USD 09-19-14 0.21 -0.59 -0.62 4.90 8.12 10.22 10.94
USTREAS T-Bill Auction Ave 3 Mon 08-31-14 --- 0.00 0.01 0.03 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 08-31-14 --- 2.24 1.77 7.98 6.54 1.74 4.36
Municipal Indexes
Barclays Municipal TR USD 09-19-14 0.12 0.08 1.52 7.14 8.06 4.49 4.80
Foreign Indexes
DJ Malaysia PR USD 09-19-14 -1.49 -3.50 -0.71 2.44 1.84 8.60 10.86
Euronext BEL 20 PR EUR 09-22-14 1.20 1.81 1.71 10.14 13.53 17.15 5.38
Euronext Paris CAC 40 NR EUR 09-22-14 0.31 4.46 -2.05 5.35 8.15 19.99 6.01
Euronext Paris CAC 40 PR EUR 09-22-14 0.31 4.46 -2.18 3.41 5.68 16.89 3.05
FSE DAX PR EUR 09-22-14 0.93 4.39 -2.38 -0.71 9.32 19.63 7.75
FSE DAX TR EUR 09-22-14 0.93 4.39 -2.38 2.07 12.38 23.59 11.30
FTSE 100 PR GBP 09-22-14 -0.45 -0.02 -0.76 0.36 2.69 10.34 5.66
FTSE 100 TR GBP 09-22-14 -0.45 0.10 0.15 3.27 6.35 14.47 9.50
FTSE 250 PR GBP 09-22-14 0.61 -0.86 -0.30 -1.20 4.74 16.77 11.23
Hang Seng Hong Kong Composite PR HKD 09-22-14 -1.62 -4.13 3.58 0.69 1.88 10.04 2.05
Hang Seng HSI PR HKD 09-22-14 -1.50 -4.46 3.44 2.94 2.09 10.23 2.03
MSCI AC Far East Ex Japan PR USD 09-22-14 -1.36 -4.18 1.52 3.75 4.21 9.13 4.97
MSCI ACWI PR USD 09-19-14 0.48 -0.04 -0.37 4.81 9.78 13.21 8.09
MSCI EAFE NR USD 09-22-14 -0.45 -1.18 -4.37 0.73 5.59 15.73 6.74
MSCI EAFE PR LCL 09-22-14 0.25 1.76 0.27 2.94 7.34 15.56 5.07
MSCI EASEA PR LCL 09-22-14 -0.06 1.24 -0.84 3.39 7.03 14.33 4.82
MSCI EM Latin America PR USD 09-19-14 0.07 -3.76 -0.64 6.40 -1.19 -2.84 -1.27
MSCI EM PR LCL 09-19-14 -0.10 -0.77 2.89 6.54 6.58 6.82 4.28
MSCI EM PR USD 09-19-14 -0.72 -2.82 0.38 5.11 3.07 3.54 2.78
MSCI Europe NR USD 09-22-14 -0.08 -0.12 -5.47 0.63 7.51 18.40 7.03
MSCI Europe PR LCL 09-22-14 0.25 2.41 -0.97 3.67 7.79 15.22 5.20
MSCI Hong Kong PR USD 09-22-14 -1.93 -5.82 2.40 3.78 5.02 12.22 6.83
MSCI Japan NR USD 09-22-14 -0.20 -0.84 -1.79 -1.23 1.02 9.92 5.27
MSCI Japan PR LCL 09-22-14 1.44 3.81 4.67 1.42 8.61 21.31 7.00
MSCI North America NR USD 09-19-14 1.04 1.31 2.80 9.87 17.90 19.25 14.55
MSCI Pacific Ex Japan NR USD 09-22-14 -2.94 -7.10 -2.64 3.95 2.54 12.94 8.34
MSCI Pacific Ex Japan PR LCL 09-22-14 -1.79 -4.71 -0.13 1.24 2.33 10.44 3.46
MSCI Pacific NR USD 09-22-14 -1.23 -3.25 -2.10 0.66 1.61 11.07 6.39
MSCI Pacific PR LCL 09-22-14 0.22 0.49 2.82 1.22 6.13 16.70 5.32
MSCI World ex USA NR USD 09-19-14 -0.01 -0.82 -3.62 2.27 6.59 13.30 6.92
MSCI World Ex USA PR LCL 09-19-14 0.39 2.28 0.87 4.33 8.82 13.69 5.14
Nikkei 225 Average PR JPY 09-22-14 1.62 4.29 5.58 -0.52 9.93 23.71 9.34
S&P BSE SENSEX India INR 09-22-14 1.46 2.98 8.37 28.51 34.26 18.47 10.01
S&P/ASX All Ordinaries PR 09-22-14 -1.96 -4.83 -0.62 0.28 1.85 9.90 2.82
S&P/TSX Composite PR 09-19-14 -1.71 -1.37 1.01 12.07 18.09 7.84 5.93
Shanghai SE Composite PR CNY 09-22-14 -2.11 2.19 12.99 8.22 4.47 -2.14 -4.60
SIX SMI CHF 09-22-14 0.24 3.08 1.33 7.49 8.79 18.58 6.82
SIX SMI TR CHF 09-22-14 0.31 3.15 1.42 10.83 12.18 22.45 10.25
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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