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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 04-15-14 -0.42 0.24 0.06 0.13 20.56 14.34 18.50
Morningstar Large Core TR USD 04-15-14 -0.42 0.99 1.50 1.48 20.87 16.50 19.75
Morningstar Large Growth TR USD 04-15-14 -0.72 -2.86 -2.26 -2.16 22.00 14.68 19.34
Morningstar Large Value TR USD 04-15-14 -0.12 2.88 1.11 1.26 18.90 11.95 16.48
Morningstar Mid Cap TR USD 04-15-14 -1.12 -1.83 0.02 0.70 24.91 13.69 23.05
Morningstar Mid Core TR USD 04-15-14 -1.19 -1.29 0.68 1.83 23.16 14.35 23.74
Morningstar Mid Growth TR USD 04-15-14 -1.33 -4.65 -2.52 -1.56 22.95 10.97 21.41
Morningstar Mid Value TR USD 04-15-14 -0.82 0.81 2.21 2.12 28.91 15.87 24.00
Morningstar Small Cap TR USD 04-15-14 -1.65 -3.46 -2.30 -1.91 24.93 12.60 23.18
Morningstar Small Core TR USD 04-15-14 -1.65 -2.87 -0.36 -0.43 24.93 11.64 22.50
Morningstar Small Growth TR USD 04-15-14 -1.94 -6.38 -6.59 -5.88 25.52 11.65 22.14
Morningstar Small Value TR USD 04-15-14 -1.38 -1.20 0.03 0.52 24.35 14.56 24.87
Morningstar US Core TR USD 04-15-14 -0.66 0.27 1.21 1.42 21.61 15.74 20.79
Morningstar US Growth TR USD 04-15-14 -0.92 -3.46 -2.59 -2.28 22.40 13.70 20.00
Morningstar US Market TR USD 04-15-14 -0.65 -0.44 -0.11 0.11 21.74 14.10 19.77
Morningstar US Value TR USD 04-15-14 -0.35 2.17 1.26 1.38 21.31 12.93 18.56
Morningstar Wide Moat Focus TR USD 04-15-14 1.08 3.70 2.64 2.78 31.16 18.26 22.85
Domestic Indexes
DJ Industrial Average TR USD 04-15-14 0.04 1.30 -0.77 -1.27 14.10 12.53 18.28
NASDAQ Composite PR USD 04-15-14 -1.92 -4.98 -4.29 -3.41 25.42 13.42 19.92
NYSE Composite PR 04-15-14 -0.48 1.14 0.16 0.02 16.17 7.38 14.07
Russell 2000 TR USD 04-15-14 -2.14 -5.13 -4.12 -3.46 25.03 11.81 21.03
Bond Indexes
Barclays US Agg Bond TR USD 04-15-14 0.35 0.56 1.97 2.58 -0.22 3.82 4.80
Barclays US Government TR USD 04-15-14 0.33 0.25 1.42 1.87 -1.34 3.23 2.87
Barclays US MBS TR USD 04-15-14 0.21 0.36 1.69 2.29 0.49 2.86 3.59
BofAML US HY Master II TR USD 04-15-14 0.10 0.92 2.41 3.35 7.14 8.53 17.12
USTREAS T-Bill Auction Ave 3 Mon 03-31-14 --- 0.00 0.01 0.01 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 Yr 03-31-14 --- -0.38 3.37 3.37 -5.08 4.31 2.51
Municipal Indexes
Barclays Municipal TR USD 04-15-14 0.61 0.94 3.09 4.32 0.65 6.01 5.72
Foreign Indexes
DJ Malaysia PR USD 04-15-14 0.34 3.62 3.01 1.07 3.17 3.90 17.14
Euronext BEL 20 PR EUR 04-16-14 -0.21 3.26 4.52 5.98 20.35 4.55 10.58
Euronext Paris CAC 40 NR EUR 04-16-14 -0.79 4.64 2.17 2.72 22.56 6.60 11.21
Euronext Paris CAC 40 PR EUR 04-16-14 -0.83 4.49 2.00 2.55 19.53 3.49 7.72
FSE DAX PR EUR 04-16-14 -2.25 2.56 -4.71 -3.06 17.45 5.41 11.08
FSE DAX TR EUR 04-16-14 -1.98 2.89 -4.12 -2.45 21.29 9.08 15.12
FTSE 100 PR GBP 04-16-14 -0.78 0.86 -3.39 -2.44 4.43 3.17 10.19
FTSE 100 TR GBP 04-16-14 -0.73 1.07 -2.36 -1.35 8.32 7.05 14.26
FTSE 250 PR GBP 04-16-14 -2.58 -2.35 -2.86 -1.19 15.27 10.47 16.86
Hang Seng Hong Kong Composite PR HKD 04-16-14 -0.75 5.07 -1.75 -3.45 5.35 -2.51 7.83
Hang Seng HSI PR HKD 04-16-14 -0.31 5.72 -0.93 -2.29 5.08 -1.75 7.88
MSCI AC Far East Ex Japan PR USD 04-16-14 -0.45 5.69 3.01 0.54 4.76 -1.00 11.37
MSCI ACWI PR USD 04-15-14 -1.04 0.98 -0.48 -0.80 13.22 5.54 13.21
MSCI EAFE NR USD 04-16-14 -0.58 2.46 0.22 0.28 15.75 6.63 13.96
MSCI EAFE PR LCL 04-16-14 -0.56 2.19 -2.76 -1.88 10.37 5.37 8.45
MSCI EASEA PR LCL 04-16-14 -1.02 2.71 -0.77 0.61 12.19 4.12 9.23
MSCI EM Latin America PR USD 04-15-14 -2.53 13.55 3.30 0.43 -12.98 -11.30 5.44
MSCI EM PR LCL 04-15-14 -0.85 4.82 1.07 -0.80 4.47 -1.03 8.51
MSCI EM PR USD 04-15-14 -1.15 6.63 2.25 -0.28 -0.34 -5.41 9.20
MSCI Europe NR USD 04-16-14 -1.12 2.46 1.29 1.71 23.38 7.36 15.36
MSCI Europe PR LCL 04-16-14 -1.19 2.53 -1.41 0.34 13.13 4.45 9.46
MSCI Hong Kong PR USD 04-16-14 1.26 7.12 1.92 1.21 8.05 2.78 13.13
MSCI Japan NR USD 04-16-14 0.94 0.03 -7.69 -7.74 0.53 5.79 8.22
MSCI Japan PR LCL 04-16-14 1.36 0.06 -10.15 -10.93 3.37 11.07 6.80
MSCI North America NR USD 04-15-14 -0.54 0.11 0.26 0.18 20.15 12.15 18.04
MSCI Pacific Ex Japan NR USD 04-16-14 0.01 6.33 7.88 5.74 5.13 4.75 17.79
MSCI Pacific Ex Japan PR LCL 04-16-14 -0.07 3.59 2.44 1.49 7.68 3.00 8.74
MSCI Pacific NR USD 04-16-14 0.57 2.42 -2.13 -2.87 2.26 5.35 11.50
MSCI Pacific PR LCL 04-16-14 0.80 1.42 -5.67 -6.51 4.94 7.54 7.06
MSCI World Ex US NR USD 04-15-14 -1.54 1.25 -0.58 -0.69 13.70 5.43 13.80
MSCI World Ex USA PR LCL 04-15-14 -1.75 0.80 -3.37 -2.50 9.14 4.47 8.38
Nikkei 225 Average PR JPY 04-16-14 0.83 0.63 -8.44 -11.50 9.05 14.55 10.49
S&P BSE SENSEX India INR 04-16-14 -1.87 2.14 4.76 5.23 18.84 4.74 15.27
S&P/ASX All Ordinaries PR 04-16-14 -0.87 1.22 1.75 1.11 9.47 3.10 7.76
S&P/TSX Composite PR 04-15-14 -0.48 0.54 3.86 5.01 19.15 1.20 9.12
Shanghai SE Composite PR CNY 04-16-14 -0.01 5.03 4.02 -0.51 -4.09 -11.63 -3.64
SIX SMI CHF 04-16-14 -1.05 2.57 -1.51 1.46 7.84 9.15 10.02
SIX SMI TR CHF 04-16-14 -0.23 3.83 0.89 3.94 11.06 13.09 13.71
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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