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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 05-20-15 1.32 1.40 1.21 4.04 15.74 20.09 17.01
Morningstar Large Core TR USD 05-20-15 1.35 2.00 1.12 2.06 16.29 21.82 17.68
Morningstar Large Growth TR USD 05-20-15 1.62 0.96 1.00 7.44 21.43 21.31 18.81
Morningstar Large Value TR USD 05-20-15 0.94 1.23 1.54 2.47 9.42 17.23 14.60
Morningstar Mid Cap TR USD 05-20-15 1.68 1.03 1.71 6.34 17.25 22.91 18.57
Morningstar Mid Core TR USD 05-20-15 1.97 1.97 1.70 6.40 18.83 23.13 20.00
Morningstar Mid Growth TR USD 05-20-15 1.40 0.02 2.30 8.63 20.72 21.48 18.21
Morningstar Mid Value TR USD 05-20-15 1.66 1.06 1.11 3.93 12.07 24.16 17.44
Morningstar Small Cap TR USD 05-20-15 1.90 0.13 1.77 4.94 15.06 20.96 16.97
Morningstar Small Core TR USD 05-20-15 2.03 1.52 2.80 5.67 15.07 21.20 16.38
Morningstar Small Growth TR USD 05-20-15 2.19 -0.48 2.10 7.52 18.80 20.79 18.13
Morningstar Small Value TR USD 05-20-15 1.48 -0.69 0.41 1.77 11.56 20.89 16.39
Morningstar US Core TR USD 05-20-15 1.53 1.96 1.35 3.18 16.73 22.03 18.10
Morningstar US Growth TR USD 05-20-15 1.61 0.68 1.32 7.67 21.11 21.31 18.69
Morningstar US Market TR USD 05-20-15 1.44 1.23 1.35 4.56 16.00 20.72 17.35
Morningstar US Value TR USD 05-20-15 1.13 1.05 1.36 2.72 10.11 18.88 15.31
Morningstar Wide Moat Focus TR USD 05-20-15 1.16 0.45 2.40 2.58 9.79 20.44 16.97
Domestic Indexes
DJ Industrial Average TR USD 05-20-15 1.33 1.72 1.37 3.60 14.34 16.76 15.59
NASDAQ Composite PR USD 05-20-15 1.81 1.54 2.34 7.09 23.79 22.21 18.14
NYSE Composite PR 05-20-15 0.84 0.84 0.91 3.42 6.34 14.71 11.00
Russell 2000 TR USD 05-20-15 2.09 -0.47 2.45 4.87 16.07 20.58 16.01
S&P 500 TR USD 05-20-15 1.36 1.43 1.23 4.08 15.85 20.50 17.13
S&P MidCap 400 TR 05-20-15 1.71 0.95 1.99 6.69 16.28 21.20 17.57
Bond Indexes
Barclays US Agg Bond TR USD 05-20-15 0.10 -1.53 -0.14 0.34 2.65 2.12 3.69
Barclays US Government TR USD 05-20-15 0.08 -1.57 -0.15 0.18 2.42 1.05 2.96
Barclays US MBS TR USD 05-20-15 0.14 -0.60 0.46 0.71 3.33 2.13 3.18
BofAML US HY Master II TR USD 05-20-15 0.03 0.01 1.44 3.76 1.84 7.90 8.96
USTREAS T-Bill Auction Ave 3 Mon 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-15 --- -0.82 -2.86 1.65 7.92 1.81 5.23
Municipal Indexes
Barclays Municipal TR USD 05-20-15 -0.33 -1.44 -0.89 -0.31 2.84 2.94 4.45
Foreign Indexes
DJ Malaysia PR USD 05-20-15 -0.18 -1.63 0.32 0.16 -13.80 1.03 5.21
Euronext BEL 20 PR EUR 05-21-15 2.23 -1.73 3.79 14.51 20.64 21.57 9.50
Euronext Paris CAC 40 NR EUR 05-21-15 2.54 0.09 7.85 21.95 17.70 22.35 11.44
Euronext Paris CAC 40 PR EUR 05-21-15 2.33 -0.88 6.54 20.45 15.16 19.35 8.45
FSE DAX PR EUR 05-21-15 2.50 -2.02 5.56 18.59 19.54 19.75 11.80
FSE DAX TR EUR 05-21-15 2.64 -0.63 7.37 21.00 22.34 23.29 15.27
FTSE 100 PR GBP 05-21-15 0.58 -0.70 1.42 6.81 2.82 9.76 6.73
FTSE 100 TR GBP 05-21-15 0.66 -0.16 2.77 8.71 6.52 13.83 10.61
FTSE 250 PR GBP 05-21-15 1.26 2.50 6.03 12.86 16.35 20.27 13.96
Hang Seng Hong Kong Composite PR HKD 05-21-15 0.29 -0.59 14.40 18.53 24.42 14.29 7.48
Hang Seng HSI PR HKD 05-21-15 0.69 -1.35 10.64 16.39 20.31 13.24 7.05
MSCI AC Far East Ex Japan PR USD 05-21-15 0.20 -1.55 7.70 11.06 10.24 9.67 7.55
MSCI ACWI PR USD 05-20-15 0.72 1.27 2.36 5.81 6.74 13.97 10.18
MSCI EAFE NR USD 05-21-15 0.41 2.56 5.70 11.35 3.73 15.75 10.67
MSCI EAFE PR LCL 05-21-15 2.00 -0.31 5.03 12.90 17.06 18.68 8.94
MSCI EASEA PR LCL 05-21-15 1.57 -1.02 3.71 11.80 11.10 15.57 8.07
MSCI EM Latin America PR USD 05-20-15 -2.16 1.57 0.81 -2.89 -20.02 -7.89 -4.88
MSCI EM PR LCL 05-20-15 0.25 -0.05 5.07 9.44 10.80 8.89 5.95
MSCI EM PR USD 05-20-15 0.21 0.23 5.25 8.34 0.60 4.55 3.26
MSCI Europe NR USD 05-21-15 0.23 3.75 5.53 10.79 -0.67 16.51 11.55
MSCI Europe PR LCL 05-21-15 1.82 -0.76 4.41 12.85 11.84 16.36 8.52
MSCI Hong Kong PR USD 05-21-15 2.00 1.25 8.81 14.61 16.39 14.91 10.96
MSCI Japan NR USD 05-21-15 1.89 0.90 8.33 16.46 21.76 16.35 8.62
MSCI Japan PR LCL 05-21-15 3.53 2.19 9.71 16.81 43.04 31.56 13.09
MSCI North America NR USD 05-20-15 1.25 1.07 1.25 3.87 13.94 18.87 15.61
MSCI Pacific Ex Japan NR USD 05-21-15 -1.44 -0.57 1.68 5.61 -0.23 10.97 10.44
MSCI Pacific Ex Japan PR LCL 05-21-15 0.08 -2.39 -0.37 6.35 6.63 11.79 6.26
MSCI Pacific NR USD 05-21-15 0.73 0.39 5.95 12.48 13.18 14.39 9.28
MSCI Pacific PR LCL 05-21-15 2.32 0.58 6.06 13.04 28.24 23.41 10.20
MSCI World ex USA NR USD 05-20-15 0.11 2.24 4.86 9.56 2.60 14.87 10.03
MSCI World Ex USA PR LCL 05-20-15 1.85 -0.07 4.26 11.71 15.86 17.93 8.42
Nikkei 225 Average PR JPY 05-21-15 3.23 1.48 10.20 15.77 43.87 32.76 15.60
S&P BSE SENSEX India INR 05-21-15 2.22 0.48 -4.86 1.13 14.45 19.78 11.08
S&P/ASX All Ordinaries PR 05-21-15 -0.51 -3.09 -3.11 5.10 4.81 11.15 5.54
S&P/TSX Composite PR 05-20-15 0.61 -2.20 -0.66 3.01 3.77 10.14 5.73
Shanghai SE Composite PR CNY 05-21-15 3.45 5.49 39.50 40.03 123.68 24.48 11.88
SIX SMI CHF 05-21-15 3.48 0.71 5.32 4.25 8.20 17.22 8.43
SIX SMI TR CHF 05-21-15 3.48 1.36 8.35 7.28 11.49 20.78 12.11
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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