» Subscribe Today!
More of what you want to know.
The Daily News
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 01-29-15 -2.17 -3.22 2.35 -1.76 16.16 17.72 15.53
Morningstar Large Core TR USD 01-29-15 -2.93 -3.77 3.24 -2.33 18.84 19.92 16.81
Morningstar Large Growth TR USD 01-29-15 -0.95 -1.43 3.74 0.14 19.51 19.02 16.91
Morningstar Large Value TR USD 01-29-15 -2.70 -4.60 -0.08 -3.23 10.09 14.40 12.93
Morningstar Mid Cap TR USD 01-29-15 -0.60 -1.76 4.12 -0.34 15.13 18.57 18.10
Morningstar Mid Core TR USD 01-29-15 -0.58 -1.72 4.90 -0.38 18.02 18.93 19.46
Morningstar Mid Growth TR USD 01-29-15 -0.13 -0.72 4.35 0.55 12.82 16.62 17.50
Morningstar Mid Value TR USD 01-29-15 -1.09 -2.88 3.06 -1.20 14.82 20.24 17.30
Morningstar Small Cap TR USD 01-29-15 -0.18 -2.29 3.61 -0.98 10.10 16.53 17.11
Morningstar Small Core TR USD 01-29-15 -0.17 -2.18 3.27 -0.89 11.64 16.53 16.54
Morningstar Small Growth TR USD 01-29-15 0.40 -0.98 4.45 0.20 6.85 15.70 17.85
Morningstar Small Value TR USD 01-29-15 -0.74 -3.64 3.14 -2.21 11.74 17.33 16.93
Morningstar US Core TR USD 01-29-15 -2.27 -3.24 3.58 -1.84 18.17 19.49 17.39
Morningstar US Growth TR USD 01-29-15 -0.71 -1.26 3.90 0.22 17.29 18.30 17.16
Morningstar US Market TR USD 01-29-15 -1.73 -2.86 2.79 -1.42 15.55 17.82 16.20
Morningstar US Value TR USD 01-29-15 -2.22 -4.18 0.79 -2.74 11.17 15.79 14.10
Morningstar Wide Moat Focus TR USD 01-29-15 -2.97 -8.22 -5.09 -6.74 5.23 15.75 14.86
Domestic Indexes
DJ Industrial Average TR USD 01-29-15 -2.23 -3.33 3.22 -2.16 13.26 14.03 14.50
NASDAQ Composite PR USD 01-29-15 -1.41 -2.57 2.95 -1.11 15.60 18.47 16.88
NYSE Composite PR 01-29-15 -1.54 -2.70 0.42 -1.36 7.31 10.72 9.21
Russell 2000 TR USD 01-29-15 0.00 -2.32 4.16 -1.16 7.44 15.79 16.14
S&P 500 TR USD 01-29-15 -2.01 -3.20 2.49 -1.73 16.28 17.86 15.90
S&P MidCap 400 TR 01-29-15 -0.45 -1.20 4.52 0.27 13.53 17.33 17.37
Bond Indexes
Barclays US Agg Bond TR USD 01-29-15 0.59 1.93 2.55 1.76 6.28 3.08 4.50
Barclays US Government TR USD 01-29-15 0.64 2.33 3.00 2.11 5.78 2.12 3.84
Barclays US MBS TR USD 01-29-15 0.20 0.77 1.52 0.65 5.20 2.47 3.59
BofAML US HY Master II TR USD 01-29-15 0.47 0.68 -1.45 0.67 2.47 7.59 8.70
USTREAS T-Bill Auction Ave 3 Mon 12-31-14 --- 0.00 0.01 0.03 0.03 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 12-31-14 --- 0.27 3.72 10.56 10.56 1.29 5.41
Municipal Indexes
Barclays Municipal TR USD 01-29-15 0.37 1.86 2.28 1.65 8.68 4.24 5.39
Foreign Indexes
DJ Malaysia PR USD 01-29-15 -0.62 -2.00 -13.01 -1.70 -8.21 -1.19 6.30
Euronext BEL 20 PR EUR 01-31-15 0.73 7.46 11.82 7.46 22.10 16.95 7.10
Euronext Paris CAC 40 NR EUR 01-31-15 -0.79 7.77 9.04 7.77 13.05 14.71 7.20
Euronext Paris CAC 40 PR EUR 01-31-15 -0.79 7.76 8.77 7.76 10.53 11.76 4.25
FSE DAX PR EUR 01-31-15 0.13 8.75 14.34 8.75 11.80 14.55 10.15
FSE DAX TR EUR 01-31-15 0.42 9.06 14.66 9.06 14.91 18.30 13.78
FTSE 100 PR GBP 01-31-15 -1.22 2.79 3.10 2.79 3.67 5.91 5.40
FTSE 100 TR GBP 01-31-15 -1.22 2.89 3.66 2.89 7.36 9.85 9.21
FTSE 250 PR GBP 01-31-15 -0.93 1.37 5.19 1.37 4.03 14.83 12.04
Hang Seng Hong Kong Composite PR HKD 01-31-15 -1.43 2.32 1.77 2.32 8.68 6.04 3.45
Hang Seng HSI PR HKD 01-31-15 -1.41 3.79 2.09 3.79 11.18 6.31 4.01
MSCI AC Far East Ex Japan PR USD 01-31-15 -1.63 1.96 0.11 1.96 8.14 4.04 5.05
MSCI ACWI PR USD 01-29-15 -0.98 -1.81 0.05 -0.65 5.43 9.26 7.67
MSCI EAFE NR USD 01-31-15 -0.26 0.49 -1.67 0.49 -0.43 9.33 6.39
MSCI EAFE PR LCL 01-31-15 0.16 2.95 4.82 2.95 10.00 12.79 6.05
MSCI EASEA PR LCL 01-31-15 0.07 3.70 4.56 3.70 8.60 10.26 5.53
MSCI EM Latin America PR USD 01-29-15 -4.20 -2.82 -12.93 -2.78 -7.73 -13.16 -6.69
MSCI EM PR LCL 01-29-15 -0.30 1.67 2.16 2.01 9.63 3.96 3.67
MSCI EM PR USD 01-29-15 -1.05 1.51 -3.15 1.77 3.90 -1.44 0.83
MSCI Europe NR USD 01-31-15 -0.63 0.00 -1.76 0.00 -2.41 10.16 6.57
MSCI Europe PR LCL 01-31-15 -0.12 3.80 5.23 3.80 8.36 10.59 5.81
MSCI Hong Kong PR USD 01-31-15 1.16 5.53 1.58 5.53 14.06 9.78 8.65
MSCI Japan NR USD 01-31-15 0.80 2.34 1.18 2.34 2.16 8.94 5.57
MSCI Japan PR LCL 01-31-15 0.49 0.26 5.88 0.26 15.64 23.41 9.02
MSCI North America NR USD 01-29-15 -1.96 -3.37 1.57 -1.99 14.17 15.78 14.35
MSCI Pacific Ex Japan NR USD 01-31-15 -0.10 0.02 -6.00 0.02 5.38 6.06 7.43
MSCI Pacific Ex Japan PR LCL 01-31-15 1.23 3.38 1.16 3.38 9.29 9.00 4.65
MSCI Pacific NR USD 01-31-15 0.47 1.48 -1.54 1.48 3.36 7.87 6.26
MSCI Pacific PR LCL 01-31-15 0.76 1.40 4.06 1.40 13.07 17.36 7.01
MSCI World ex USA NR USD 01-29-15 0.39 -0.75 -1.38 0.18 -1.41 8.41 6.27
MSCI World Ex USA PR LCL 01-29-15 1.57 2.07 7.31 3.04 9.39 11.93 6.04
Nikkei 225 Average PR JPY 01-31-15 0.93 1.28 7.68 1.28 18.50 26.16 11.63
S&P BSE SENSEX India INR 01-31-15 -0.33 6.12 4.73 6.12 42.26 19.29 12.27
S&P/ASX All Ordinaries PR 01-31-15 1.53 3.02 0.85 3.02 6.66 8.67 3.85
S&P/TSX Composite PR 01-29-15 -0.86 -0.18 0.76 0.03 7.29 5.50 5.70
Shanghai SE Composite PR CNY 01-31-15 -4.22 -0.75 32.65 -0.75 57.91 11.88 1.44
SIX SMI CHF 01-31-15 2.74 -6.66 -5.12 -6.66 2.37 11.99 5.42
SIX SMI TR CHF 01-31-15 2.74 -6.66 -5.10 -6.66 5.57 15.64 8.81
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
Become a Morningstar Premium Member.?Enjoy our analyst picks and buy-sell opinions on 4,000 stocks, funds and ETFs. Learn more.

© Copyright 2015 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.