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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 02-27-15 -0.25 5.75 2.16 2.54 15.54 17.79 15.93
Morningstar Large Core TR USD 02-27-15 -0.06 5.30 0.74 0.87 17.35 19.80 16.90
Morningstar Large Growth TR USD 02-27-15 -0.18 6.63 4.95 6.18 18.58 18.85 17.53
Morningstar Large Value TR USD 02-27-15 -0.53 5.23 0.61 0.39 10.61 14.78 13.39
Morningstar Mid Cap TR USD 02-27-15 -0.45 5.78 4.34 4.08 12.72 18.79 17.91
Morningstar Mid Core TR USD 02-27-15 -0.71 5.70 4.36 3.89 15.39 19.29 19.22
Morningstar Mid Growth TR USD 02-27-15 -0.07 6.87 5.43 6.11 11.30 16.88 17.44
Morningstar Mid Value TR USD 02-27-15 -0.57 4.73 3.22 2.20 11.71 20.23 17.03
Morningstar Small Cap TR USD 02-27-15 -0.04 5.96 4.70 3.07 8.12 17.18 16.87
Morningstar Small Core TR USD 02-27-15 -0.03 5.65 4.02 2.76 8.75 16.82 16.23
Morningstar Small Growth TR USD 02-27-15 0.00 7.10 7.11 5.31 6.04 16.81 17.83
Morningstar Small Value TR USD 02-27-15 -0.09 5.18 3.09 1.27 9.48 17.91 16.55
Morningstar US Core TR USD 02-27-15 -0.20 5.41 1.69 1.61 16.36 19.50 17.37
Morningstar US Growth TR USD 02-27-15 -0.15 6.70 5.18 6.11 16.25 18.31 17.60
Morningstar US Market TR USD 02-27-15 -0.27 5.77 2.76 2.89 14.47 17.97 16.43
Morningstar US Value TR USD 02-27-15 -0.50 5.12 1.32 0.83 10.78 16.10 14.35
Morningstar Wide Moat Focus TR USD 02-27-15 -0.64 6.56 -2.42 -0.46 8.68 17.14 16.20
Domestic Indexes
DJ Industrial Average TR USD 02-27-15 0.02 6.01 2.34 2.22 13.70 14.70 14.83
NASDAQ Composite PR USD 02-27-15 0.15 7.08 3.59 4.80 15.21 18.71 17.27
NYSE Composite PR 02-28-15 -0.41 4.99 0.98 2.06 6.11 10.89 9.48
Russell 2000 TR USD 02-27-15 0.16 5.94 5.45 2.53 5.63 16.58 15.97
S&P 500 TR USD 02-27-15 -0.24 5.75 2.31 2.57 15.51 18.00 16.18
S&P MidCap 400 TR 02-27-15 -0.64 5.12 4.80 3.94 11.14 17.25 17.02
Bond Indexes
Barclays US Agg Bond TR USD 02-27-15 0.65 -0.94 1.23 1.14 5.05 2.76 4.29
Barclays US Government TR USD 02-27-15 0.65 -1.48 1.11 0.98 4.29 1.80 3.52
Barclays US MBS TR USD 02-27-15 0.43 -0.16 0.84 0.68 4.80 2.44 3.56
BofAML US HY Master II TR USD 02-27-15 0.73 2.33 1.52 3.04 2.78 7.60 9.19
USTREAS T-Bill Auction Ave 3 Mon 01-31-15 --- 0.00 0.01 0.00 0.03 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 01-31-15 --- 4.64 6.72 4.64 11.82 2.59 5.92
Municipal Indexes
Barclays Municipal TR USD 02-27-15 0.14 -1.03 1.23 0.72 6.49 3.73 5.00
Foreign Indexes
DJ Malaysia PR USD 02-27-15 1.39 2.95 -6.08 1.23 -9.34 -1.50 6.79
Euronext BEL 20 PR EUR 02-27-15 2.48 5.22 12.97 13.06 19.94 17.74 8.11
Euronext Paris CAC 40 NR EUR 02-27-15 2.50 7.54 13.02 15.90 14.89 15.74 8.95
Euronext Paris CAC 40 PR EUR 02-27-15 2.50 7.54 12.79 15.89 12.33 12.77 5.95
FSE DAX PR EUR 02-27-15 3.18 6.58 13.88 15.91 14.43 14.70 11.60
FSE DAX TR EUR 02-27-15 3.18 6.61 14.24 16.28 17.64 18.48 15.29
FTSE 100 PR GBP 02-28-15 0.45 2.92 3.33 5.80 2.01 5.77 5.34
FTSE 100 TR GBP 02-27-15 0.49 3.32 3.90 6.31 5.61 9.64 9.12
FTSE 250 PR GBP 02-28-15 0.88 5.94 8.97 7.39 3.28 14.69 13.08
Hang Seng Hong Kong Composite PR HKD 02-27-15 0.28 1.49 2.58 3.90 7.15 3.99 3.21
Hang Seng HSI PR HKD 02-28-15 -0.04 1.29 3.48 5.16 8.70 4.62 3.79
MSCI AC Far East Ex Japan PR USD 02-27-15 0.67 1.82 1.81 3.81 6.56 2.65 5.37
MSCI ACWI PR USD 02-27-15 0.30 5.40 1.56 3.68 5.45 9.22 8.36
MSCI EAFE NR USD 02-27-15 1.09 5.98 2.81 6.50 -0.03 9.41 7.78
MSCI EAFE PR LCL 02-27-15 1.57 6.06 7.55 9.19 12.71 13.05 7.23
MSCI EASEA PR LCL 02-27-15 1.56 5.56 7.56 9.47 9.64 10.92 6.52
MSCI EM Latin America PR USD 02-27-15 1.01 3.86 -11.78 -2.70 -9.75 -14.57 -7.42
MSCI EM PR LCL 02-27-15 0.42 3.17 1.76 4.59 10.13 3.24 4.24
MSCI EM PR USD 02-27-15 0.59 2.98 -1.44 3.55 2.47 -2.83 1.14
MSCI Europe NR USD 02-27-15 1.23 6.28 1.70 6.27 -3.34 10.14 8.31
MSCI Europe PR LCL 02-27-15 1.76 5.96 7.69 9.99 9.72 11.27 6.94
MSCI Hong Kong PR USD 02-27-15 -0.36 -0.56 0.59 4.94 8.50 6.63 7.72
MSCI Japan NR USD 02-27-15 0.97 6.07 6.99 8.55 8.94 9.29 6.58
MSCI Japan PR LCL 02-27-15 1.62 7.92 7.62 8.19 25.41 22.09 10.90
MSCI North America NR USD 02-27-15 -0.18 5.78 1.92 2.40 13.47 15.97 14.62
MSCI Pacific Ex Japan NR USD 02-27-15 0.62 4.49 1.90 4.51 3.42 6.08 7.71
MSCI Pacific Ex Japan PR LCL 02-27-15 0.41 3.67 7.26 7.18 8.87 9.41 4.95
MSCI Pacific NR USD 02-27-15 0.84 5.50 5.11 7.06 6.93 8.10 7.01
MSCI Pacific PR LCL 02-27-15 1.18 6.35 7.50 7.84 18.88 16.79 8.30
MSCI World ex USA NR USD 02-27-15 1.07 5.97 2.09 5.60 -0.16 8.58 7.41
MSCI World Ex USA PR LCL 02-27-15 1.48 5.89 7.19 8.74 12.31 12.42 7.03
Nikkei 225 Average PR JPY 02-27-15 2.54 6.36 7.66 7.72 26.66 24.58 13.17
S&P BSE SENSEX India INR 02-27-15 -0.04 0.13 1.83 6.26 38.35 18.07 12.20
S&P/ASX All Ordinaries PR 02-27-15 0.90 6.25 11.33 9.46 8.92 10.36 4.87
S&P/TSX Composite PR 02-27-15 0.41 3.82 3.32 4.11 7.21 6.41 5.55
Shanghai SE Composite PR CNY 02-27-15 1.95 3.11 23.39 2.34 60.98 10.88 1.64
SIX SMI CHF 02-27-15 1.38 7.51 -1.49 0.35 6.36 13.84 6.08
SIX SMI TR CHF 02-27-15 1.38 7.53 -1.46 0.37 9.00 17.24 9.50
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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