» Subscribe Today!
More of what you want to know.
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 08-20-14 2.07 0.58 6.61 8.83 22.76 23.36 16.56
Morningstar Large Core TR USD 08-20-14 1.89 -0.08 5.21 8.15 20.13 24.82 17.17
Morningstar Large Growth TR USD 08-20-14 2.78 2.54 9.43 10.74 29.08 24.67 18.20
Morningstar Large Value TR USD 08-20-14 1.51 -0.77 5.16 7.59 19.09 20.73 14.43
Morningstar Mid Cap TR USD 08-20-14 2.38 1.37 7.02 9.01 22.53 24.98 19.71
Morningstar Mid Core TR USD 08-20-14 2.18 0.81 6.89 10.96 24.72 26.04 20.64
Morningstar Mid Growth TR USD 08-20-14 2.68 2.80 8.18 6.87 20.00 21.92 18.96
Morningstar Mid Value TR USD 08-20-14 2.27 0.53 5.93 9.48 23.21 27.10 19.52
Morningstar Small Cap TR USD 08-20-14 1.81 0.87 5.93 3.29 16.82 23.98 18.58
Morningstar Small Core TR USD 08-20-14 1.93 0.55 5.90 5.22 18.69 23.47 18.17
Morningstar Small Growth TR USD 08-20-14 1.52 1.37 6.48 -1.26 12.78 22.82 18.08
Morningstar Small Value TR USD 08-20-14 1.96 0.72 5.47 5.87 18.91 25.68 19.42
Morningstar US Core TR USD 08-20-14 1.95 0.15 5.59 8.49 20.94 24.96 17.99
Morningstar US Growth TR USD 08-20-14 2.68 2.51 8.99 9.16 26.08 23.98 18.41
Morningstar US Market TR USD 08-20-14 2.11 0.75 6.64 8.48 22.30 23.73 17.37
Morningstar US Value TR USD 08-20-14 1.69 -0.41 5.34 7.84 19.92 22.36 15.81
Morningstar Wide Moat Focus TR USD 08-20-14 1.83 0.91 5.98 8.61 22.53 27.10 18.02
Domestic Indexes
DJ Industrial Average TR USD 08-20-14 2.05 -0.43 4.33 4.02 15.87 19.24 15.65
NASDAQ Composite PR USD 08-20-14 2.08 2.13 10.49 8.38 25.26 24.57 17.87
NYSE Composite PR 08-20-14 1.80 -0.33 3.87 5.28 16.22 16.25 10.81
Russell 2000 TR USD 08-20-14 1.40 0.61 5.78 0.25 14.01 22.81 16.83
Bond Indexes
Barclays US Agg Bond TR USD 08-20-14 -0.01 0.32 0.67 4.27 5.60 2.56 4.47
Barclays US Government TR USD 08-20-14 -0.06 0.39 0.49 3.12 3.40 1.44 3.36
Barclays US MBS TR USD 08-20-14 -0.08 0.15 0.57 3.98 5.61 1.94 3.66
BofAML US HY Master II TR USD 08-20-14 0.67 0.58 1.09 5.58 10.62 10.38 12.36
USTREAS T-Bill Auction Ave 3 Mon 07-31-14 --- 0.00 0.01 0.02 0.05 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 07-31-14 --- -0.22 1.42 5.62 2.81 2.80 4.16
Municipal Indexes
Barclays Municipal TR USD 08-20-14 0.24 0.91 1.22 7.00 9.31 4.61 5.45
Foreign Indexes
DJ Malaysia PR USD 08-20-14 1.43 1.17 3.19 5.96 11.91 6.32 12.97
Euronext BEL 20 PR EUR 08-21-14 1.98 1.52 1.70 8.46 15.29 14.39 6.14
Euronext Paris CAC 40 NR EUR 08-21-14 2.08 -0.27 -3.41 1.80 9.42 15.58 6.50
Euronext Paris CAC 40 PR EUR 08-21-14 2.08 -0.27 -3.94 -0.07 6.92 12.48 3.49
FSE DAX PR EUR 08-21-14 1.91 -2.19 -3.35 -4.26 10.38 15.88 7.92
FSE DAX TR EUR 08-21-14 1.91 -2.19 -3.06 -1.58 13.47 19.71 11.47
FTSE 100 PR GBP 08-21-14 1.38 0.73 -0.64 0.42 6.05 10.37 6.92
FTSE 100 TR GBP 08-21-14 1.53 1.46 0.38 3.20 9.83 14.53 10.80
FTSE 250 PR GBP 08-21-14 1.04 2.28 1.51 -0.61 7.43 17.52 12.78
Hang Seng Hong Kong Composite PR HKD 08-21-14 0.33 5.78 9.39 4.43 13.31 7.42 4.01
Hang Seng HSI PR HKD 08-21-14 0.67 6.76 9.33 7.13 14.44 8.77 4.33
MSCI AC Far East Ex Japan PR USD 08-21-14 0.13 2.45 6.14 7.50 16.98 7.45 7.60
MSCI ACWI PR USD 08-20-14 1.55 -0.21 3.66 4.91 15.77 13.85 9.68
MSCI EAFE NR USD 08-21-14 1.10 -0.92 0.41 2.50 14.04 13.32 8.59
MSCI EAFE PR LCL 08-21-14 1.74 0.72 1.93 1.45 11.13 14.11 5.62
MSCI EASEA PR LCL 08-21-14 1.79 0.41 -0.33 2.40 10.36 12.95 5.76
MSCI EM Latin America PR USD 08-20-14 3.72 1.46 7.39 11.11 14.51 -1.94 1.07
MSCI EM PR LCL 08-20-14 1.21 2.45 6.29 7.66 15.10 8.15 6.06
MSCI EM PR USD 08-20-14 1.33 2.05 5.36 8.22 16.41 3.80 5.33
MSCI Europe NR USD 08-21-14 1.26 -1.66 -3.09 1.41 14.46 14.66 8.77
MSCI Europe PR LCL 08-21-14 1.86 0.03 -1.28 1.58 9.92 13.56 5.86
MSCI Hong Kong PR USD 08-21-14 1.46 6.05 9.46 9.96 18.93 11.19 8.94
MSCI Japan NR USD 08-21-14 0.24 -0.47 9.23 0.27 9.26 10.03 6.26
MSCI Japan PR LCL 08-21-14 1.56 1.95 11.60 -1.94 14.06 19.49 6.16
MSCI North America NR USD 08-20-14 2.06 0.59 6.59 8.73 21.91 21.44 15.75
MSCI Pacific Ex Japan NR USD 08-21-14 1.59 2.31 6.13 11.81 19.33 12.41 12.41
MSCI Pacific Ex Japan PR LCL 08-21-14 1.38 2.40 4.70 6.12 12.02 10.59 5.92
MSCI Pacific NR USD 08-21-14 0.76 0.58 8.01 4.44 12.95 10.95 8.45
MSCI Pacific PR LCL 08-21-14 1.49 2.12 8.88 0.90 13.26 15.67 5.67
MSCI World ex USA NR USD 08-20-14 1.07 -1.46 0.76 2.95 13.21 12.57 8.80
MSCI World Ex USA PR LCL 08-20-14 1.52 0.01 2.09 2.00 11.05 13.33 5.82
Nikkei 225 Average PR JPY 08-21-14 1.77 2.43 11.00 -4.33 16.10 21.36 8.77
S&P BSE SENSEX India INR 08-21-14 0.98 2.51 8.49 24.51 47.21 17.76 11.58
S&P/ASX All Ordinaries PR 08-21-14 1.64 1.90 4.26 5.25 10.68 10.53 5.52
S&P/TSX Composite PR 08-20-14 1.96 1.93 7.14 14.25 22.82 9.03 7.78
Shanghai SE Composite PR CNY 08-21-14 1.09 8.57 10.15 5.41 7.60 -4.17 -5.51
SIX SMI CHF 08-21-14 1.66 0.66 -0.99 4.47 8.66 18.94 6.90
SIX SMI TR CHF 08-21-14 1.68 0.68 -0.95 7.65 12.04 22.82 10.32
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
Become a Morningstar Premium Member.?Enjoy our analyst picks and buy-sell opinions on 4,000 stocks, funds and ETFs. Learn more.

© Copyright 2014 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.