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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 03-30-15 -0.91 -0.81 0.66 1.71 14.52 16.16 14.38
Morningstar Large Core TR USD 03-30-15 -1.00 -1.40 -1.63 -0.54 13.96 17.76 15.27
Morningstar Large Growth TR USD 03-30-15 -1.27 -0.09 5.10 6.08 22.20 17.30 16.04
Morningstar Large Value TR USD 03-30-15 -0.38 -1.00 -1.71 -0.62 7.30 13.43 11.83
Morningstar Mid Cap TR USD 03-30-15 -0.21 0.92 4.10 5.03 15.41 18.33 16.44
Morningstar Mid Core TR USD 03-30-15 -0.06 0.99 4.06 4.92 17.36 18.81 17.76
Morningstar Mid Growth TR USD 03-30-15 -0.03 1.81 7.32 8.04 17.75 16.86 16.25
Morningstar Mid Value TR USD 03-30-15 -0.56 -0.11 0.89 2.10 11.07 19.33 15.24
Morningstar Small Cap TR USD 03-30-15 -0.54 1.64 3.85 4.76 11.95 16.98 15.32
Morningstar Small Core TR USD 03-30-15 -0.67 1.81 3.60 4.62 11.53 16.79 14.86
Morningstar Small Growth TR USD 03-30-15 -0.56 1.78 6.58 7.18 13.01 16.59 16.19
Morningstar Small Value TR USD 03-30-15 -0.40 1.33 1.54 2.62 11.32 17.54 14.88
Morningstar US Core TR USD 03-30-15 -0.78 -0.69 -0.13 0.91 14.50 17.91 15.79
Morningstar US Growth TR USD 03-30-15 -0.98 0.40 5.63 6.53 20.69 17.15 16.15
Morningstar US Market TR USD 03-30-15 -0.74 -0.29 1.57 2.59 14.55 16.66 14.89
Morningstar US Value TR USD 03-30-15 -0.42 -0.64 -0.94 0.18 8.37 14.92 12.74
Morningstar Wide Moat Focus TR USD 03-30-15 -0.06 -0.99 -2.38 -1.45 6.94 15.08 14.64
Domestic Indexes
DJ Industrial Average TR USD 03-30-15 -0.77 -0.76 0.54 1.44 12.71 13.60 13.37
NASDAQ Composite PR USD 03-30-15 -1.27 -0.32 3.56 4.46 19.05 16.97 15.46
NYSE Composite PR 03-30-15 -0.74 -0.67 0.51 1.38 5.31 10.22 8.05
Russell 2000 TR USD 03-30-15 -0.48 2.14 4.01 4.73 10.64 16.42 14.48
S&P 500 TR USD 03-30-15 -0.82 -0.72 0.79 1.84 14.63 16.45 14.59
S&P MidCap 400 TR 03-30-15 -0.44 1.69 4.59 5.70 14.29 17.17 15.68
Bond Indexes
Barclays US Agg Bond TR USD 03-30-15 -0.11 0.31 1.53 1.45 5.53 3.05 4.41
Barclays US Government TR USD 03-30-15 -0.12 0.46 1.54 1.45 5.06 2.27 3.81
Barclays US MBS TR USD 03-30-15 -0.06 0.23 0.99 0.92 5.33 2.49 3.61
BofAML US HY Master II TR USD 03-30-15 0.32 -0.57 2.51 2.51 2.12 7.45 8.39
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 03-30-15 -0.09 0.31 1.11 1.03 6.60 4.06 5.12
Foreign Indexes
DJ Malaysia PR USD 03-30-15 0.79 -3.45 -2.40 -2.26 -13.31 -2.17 4.16
Euronext BEL 20 PR EUR 03-31-15 -1.05 0.31 13.41 13.41 19.04 17.04 7.06
Euronext Paris CAC 40 NR EUR 03-31-15 -1.07 1.78 17.97 17.97 17.25 16.70 7.83
Euronext Paris CAC 40 PR EUR 03-31-15 -1.07 1.66 17.81 17.81 14.62 13.71 4.84
FSE DAX PR EUR 03-31-15 -0.33 4.96 21.67 21.67 21.84 16.07 10.58
FSE DAX TR EUR 03-31-15 -0.33 4.95 22.03 22.03 25.22 19.87 14.23
FTSE 100 PR GBP 03-31-15 -3.51 -2.50 3.15 3.15 2.65 5.50 3.58
FTSE 100 TR GBP 03-31-15 -3.46 -1.95 4.23 4.23 6.34 9.40 7.33
FTSE 250 PR GBP 03-31-15 -2.78 -1.06 6.25 6.25 5.02 13.99 10.95
Hang Seng Hong Kong Composite PR HKD 03-31-15 2.66 1.54 5.51 5.51 11.71 6.66 2.72
Hang Seng HSI PR HKD 03-31-15 2.13 0.40 5.58 5.58 12.51 6.63 3.25
MSCI AC Far East Ex Japan PR USD 03-31-15 0.67 0.76 4.60 4.60 7.13 3.97 4.13
MSCI ACWI PR USD 03-30-15 -1.11 -1.01 2.05 2.63 4.94 8.70 6.84
MSCI EAFE NR USD 03-30-15 -1.38 -0.35 5.93 6.12 0.86 9.45 6.45
MSCI EAFE PR LCL 03-30-15 -0.81 1.79 11.30 11.15 16.27 13.72 6.12
MSCI EASEA PR LCL 03-30-15 -0.41 1.65 11.48 11.28 12.59 11.73 5.52
MSCI EM Latin America PR USD 03-30-15 -2.57 -8.38 -10.66 -10.86 -22.87 -16.04 -10.07
MSCI EM PR LCL 03-30-15 -0.33 -0.52 4.36 4.05 8.39 3.62 2.88
MSCI EM PR USD 03-30-15 -0.66 -2.16 1.50 1.32 -1.62 -2.38 -0.81
MSCI Europe NR USD 03-30-15 -1.16 -1.17 4.93 5.03 -3.15 9.93 6.85
MSCI Europe PR LCL 03-30-15 -0.43 2.00 12.44 12.19 13.13 12.22 5.99
MSCI Hong Kong PR USD 03-31-15 2.41 0.38 5.34 5.34 11.75 8.56 6.70
MSCI Japan NR USD 03-31-15 -2.32 1.53 10.21 10.21 12.06 9.36 5.87
MSCI Japan PR LCL 03-31-15 -2.95 1.20 9.49 9.49 28.39 21.75 9.16
MSCI North America NR USD 03-30-15 -0.88 -0.82 0.60 1.56 12.67 14.67 13.02
MSCI Pacific Ex Japan NR USD 03-31-15 -1.99 -1.31 3.13 3.13 -0.30 6.63 5.94
MSCI Pacific Ex Japan PR LCL 03-31-15 -0.18 -0.25 6.91 6.91 9.07 9.44 3.89
MSCI Pacific NR USD 03-31-15 -2.21 0.51 7.61 7.61 7.40 8.39 5.92
MSCI Pacific PR LCL 03-31-15 -1.99 0.68 8.57 8.57 20.77 16.62 6.82
MSCI World ex USA NR USD 03-30-15 -1.41 -0.63 4.77 4.93 0.28 8.62 5.99
MSCI World Ex USA PR LCL 03-30-15 -0.77 1.45 10.44 10.31 15.28 13.04 5.93
Nikkei 225 Average PR JPY 03-31-15 -2.57 2.18 10.06 10.06 29.53 23.96 11.61
S&P BSE SENSEX India INR 03-31-15 -0.73 -4.78 1.67 1.67 24.89 17.12 9.79
S&P/ASX All Ordinaries PR 03-31-15 -1.22 -0.62 8.78 8.78 8.49 9.87 3.68
S&P/TSX Composite PR 03-30-15 -0.33 -2.14 1.83 1.89 4.54 6.36 4.36
Shanghai SE Composite PR CNY 03-31-15 1.53 13.22 15.87 15.87 84.33 18.32 3.81
SIX SMI CHF 03-31-15 -1.76 1.27 1.62 1.62 7.99 13.55 5.84
SIX SMI TR CHF 03-31-15 -1.76 2.50 2.87 2.87 11.32 17.13 9.26
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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