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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 04-24-15 1.88 1.49 3.67 3.55 15.17 17.80 14.03
Morningstar Large Core TR USD 04-24-15 2.00 1.25 1.36 1.09 15.11 19.35 14.84
Morningstar Large Growth TR USD 04-24-15 2.61 0.88 6.82 8.00 22.48 19.25 15.72
Morningstar Large Value TR USD 04-24-15 0.92 2.48 2.69 1.34 7.83 14.85 11.55
Morningstar Mid Cap TR USD 04-24-15 1.18 1.01 5.87 5.78 15.40 19.80 15.15
Morningstar Mid Core TR USD 04-24-15 1.15 0.42 5.16 4.91 17.02 19.88 16.31
Morningstar Mid Growth TR USD 04-24-15 1.47 1.51 8.40 9.27 19.13 18.81 15.15
Morningstar Mid Value TR USD 04-24-15 0.91 1.15 4.04 3.16 10.08 20.74 13.93
Morningstar Small Cap TR USD 04-24-15 1.04 -0.10 6.03 4.95 11.78 18.29 13.53
Morningstar Small Core TR USD 04-24-15 1.39 -0.31 5.72 4.67 11.11 18.05 12.76
Morningstar Small Growth TR USD 04-24-15 0.96 0.33 7.94 7.90 14.72 18.30 14.91
Morningstar Small Value TR USD 04-24-15 0.78 -0.30 4.53 2.45 9.68 18.53 12.95
Morningstar US Core TR USD 04-24-15 1.78 0.97 2.42 2.11 15.23 19.37 15.01
Morningstar US Growth TR USD 04-24-15 2.28 0.97 7.20 8.24 21.29 19.09 15.60
Morningstar US Market TR USD 04-24-15 1.68 1.28 4.27 4.09 15.00 18.25 14.24
Morningstar US Value TR USD 04-24-15 0.90 1.99 3.10 1.79 8.44 16.30 12.13
Morningstar Wide Moat Focus TR USD 04-24-15 0.46 4.03 6.72 1.98 8.25 17.79 13.90
Domestic Indexes
DJ Industrial Average TR USD 04-24-15 1.45 0.49 2.88 2.13 12.12 14.42 12.90
NASDAQ Composite PR USD 04-24-15 3.25 1.95 7.02 7.52 22.75 19.80 15.01
NYSE Composite PR 04-24-15 1.22 1.57 3.75 3.26 5.83 11.90 7.76
Russell 2000 TR USD 04-24-15 1.26 0.43 6.96 5.59 12.23 18.27 12.81
Bond Indexes
Barclays US Agg Bond TR USD 04-24-15 -0.24 0.11 0.34 1.85 5.32 2.87 4.38
Barclays US Government TR USD 04-24-15 -0.33 -0.08 -0.11 1.68 4.92 1.95 3.79
Barclays US MBS TR USD 04-24-15 -0.06 0.27 0.73 1.32 5.13 2.43 3.64
BofAML US HY Master II TR USD 04-24-15 0.24 1.56 3.54 3.90 2.84 7.83 8.26
USTREAS T-Bill Auction Ave 3 Mon 03-31-15 --- 0.00 0.00 0.00 0.02 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 03-31-15 --- 0.71 2.50 2.50 9.63 3.00 5.73
Municipal Indexes
Barclays Municipal TR USD 04-24-15 -0.20 -0.20 -0.44 0.92 5.33 3.63 4.91
Foreign Indexes
DJ Malaysia PR USD 04-24-15 1.87 4.55 3.69 3.57 -9.25 0.07 4.62
Euronext BEL 20 PR EUR 04-27-15 0.47 3.54 8.88 17.02 23.77 20.07 8.41
Euronext Paris CAC 40 NR EUR 04-27-15 1.74 4.84 14.27 23.69 21.35 20.35 9.58
Euronext Paris CAC 40 PR EUR 04-27-15 1.57 4.67 13.94 23.31 18.57 17.28 6.51
FSE DAX PR EUR 04-27-15 1.06 0.97 12.41 21.84 24.48 17.27 10.66
FSE DAX TR EUR 04-27-15 1.24 1.44 13.27 22.78 28.06 20.97 14.34
FTSE 100 PR GBP 04-27-15 0.74 3.63 4.29 8.19 6.26 7.13 4.86
FTSE 100 TR GBP 04-27-15 0.88 3.96 5.62 9.68 10.17 11.13 8.70
FTSE 250 PR GBP 04-27-15 1.03 3.62 8.75 10.56 11.94 15.71 11.18
Hang Seng Hong Kong Composite PR HKD 04-27-15 5.51 19.26 18.78 23.02 30.25 11.93 5.99
Hang Seng HSI PR HKD 04-27-15 5.30 16.52 15.01 20.87 28.38 11.21 6.06
MSCI AC Far East Ex Japan PR USD 04-27-15 3.36 11.94 11.17 15.43 16.97 7.68 5.67
MSCI ACWI PR USD 04-24-15 1.74 2.25 5.57 5.86 6.90 10.97 7.09
MSCI EAFE NR USD 04-27-15 2.76 4.47 8.74 10.78 4.12 11.66 7.54
MSCI EAFE PR LCL 04-27-15 1.63 3.53 10.49 14.24 19.27 15.86 6.92
MSCI EASEA PR LCL 04-27-15 1.39 3.33 9.67 14.00 14.68 13.35 6.39
MSCI EM Latin America PR USD 04-24-15 4.54 9.51 0.44 0.21 -16.15 -11.27 -8.20
MSCI EM PR LCL 04-24-15 1.42 7.38 8.60 11.99 15.03 6.89 4.31
MSCI EM PR USD 04-24-15 1.71 8.41 7.02 10.90 5.58 1.60 0.70
MSCI Europe NR USD 04-27-15 2.67 4.51 7.53 9.18 -0.44 11.92 8.00
MSCI Europe PR LCL 04-27-15 1.23 3.34 10.07 14.65 15.50 13.93 6.83
MSCI Hong Kong PR USD 04-27-15 3.20 10.16 9.22 15.31 18.39 12.17 8.90
MSCI Japan NR USD 04-27-15 2.56 4.21 12.71 16.60 20.82 12.93 6.77
MSCI Japan PR LCL 04-27-15 2.46 4.20 13.52 15.09 38.81 26.41 9.93
MSCI North America NR USD 04-24-15 1.66 1.60 4.14 3.56 13.52 16.39 12.62
MSCI Pacific Ex Japan NR USD 04-27-15 3.75 4.81 8.24 9.31 2.57 8.39 7.01
MSCI Pacific Ex Japan PR LCL 04-27-15 2.39 3.40 7.62 10.76 9.91 10.73 4.67
MSCI Pacific NR USD 04-27-15 2.97 4.42 11.09 13.92 13.70 11.25 6.88
MSCI Pacific PR LCL 04-27-15 2.44 3.92 11.37 13.55 27.12 19.90 7.60
MSCI World ex USA NR USD 04-24-15 1.92 2.36 8.88 9.03 2.62 11.28 6.71
MSCI World Ex USA PR LCL 04-24-15 1.18 1.27 9.87 12.74 16.90 15.36 6.36
Nikkei 225 Average PR JPY 04-27-15 1.78 3.62 12.47 14.51 38.49 28.04 12.25
S&P BSE SENSEX India INR 04-27-15 -2.54 -1.03 -8.10 -1.17 19.79 16.62 8.97
S&P/ASX All Ordinaries PR 04-27-15 2.55 1.12 8.04 10.51 7.97 10.33 3.92
S&P/TSX Composite PR 04-24-15 0.31 2.17 4.26 5.30 5.87 8.75 4.71
Shanghai SE Composite PR CNY 04-27-15 7.36 22.66 35.03 39.96 122.31 23.62 9.26
SIX SMI CHF 04-27-15 1.14 2.92 11.26 4.07 11.64 15.19 6.99
SIX SMI TR CHF 04-27-15 1.27 4.08 13.91 6.54 15.02 18.67 10.45
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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