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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 07-18-14 0.63 1.37 6.77 8.21 19.40 17.43 17.91
Morningstar Large Core TR USD 07-18-14 0.62 1.11 5.72 8.24 16.76 19.48 18.36
Morningstar Large Growth TR USD 07-18-14 0.10 1.66 8.62 8.00 25.01 17.56 18.59
Morningstar Large Value TR USD 07-18-14 1.19 1.36 5.92 8.42 16.46 15.32 16.89
Morningstar Mid Cap TR USD 07-18-14 0.08 0.02 5.31 7.53 19.88 16.70 21.86
Morningstar Mid Core TR USD 07-18-14 0.35 1.13 6.74 10.07 22.11 18.06 22.83
Morningstar Mid Growth TR USD 07-18-14 -0.12 -0.98 3.82 3.95 16.15 12.48 20.15
Morningstar Mid Value TR USD 07-18-14 0.00 -0.12 5.41 8.90 21.74 19.76 22.60
Morningstar Small Cap TR USD 07-18-14 -0.47 -2.20 2.85 2.40 14.27 14.87 20.75
Morningstar Small Core TR USD 07-18-14 -0.13 -1.54 3.53 4.65 15.13 14.23 20.34
Morningstar Small Growth TR USD 07-18-14 -1.01 -3.45 1.64 -2.59 11.58 13.19 19.02
Morningstar Small Value TR USD 07-18-14 -0.31 -1.65 3.34 5.12 15.92 17.25 22.90
Morningstar US Core TR USD 07-18-14 0.51 0.93 5.76 8.34 17.70 18.86 19.44
Morningstar US Growth TR USD 07-18-14 -0.02 0.80 7.19 6.48 22.26 16.23 18.99
Morningstar US Market TR USD 07-18-14 0.45 0.86 6.21 7.67 19.15 17.12 18.94
Morningstar US Value TR USD 07-18-14 0.86 0.86 5.65 8.29 17.53 16.36 18.46
Morningstar Wide Moat Focus TR USD 07-18-14 0.43 1.74 3.87 7.62 22.36 20.79 19.92
Domestic Indexes
DJ Industrial Average TR USD 07-18-14 0.97 1.28 4.84 4.47 12.58 14.28 17.40
NASDAQ Composite PR USD 07-18-14 0.38 1.59 8.22 6.12 22.73 17.03 18.63
NYSE Composite PR 07-18-14 0.45 0.09 4.30 5.63 14.59 10.53 12.72
Russell 2000 TR USD 07-18-14 -0.71 -2.56 1.55 -0.35 11.08 13.75 18.85
Bond Indexes
Barclays US Agg Bond TR USD 07-18-14 0.07 0.60 1.69 3.94 4.23 3.35 4.78
Barclays US Government TR USD 07-18-14 0.07 0.56 1.19 2.72 2.18 2.53 3.50
Barclays US MBS TR USD 07-18-14 -0.03 0.42 1.86 3.83 4.71 2.58 3.82
BofAML US HY Master II TR USD 07-18-14 -0.50 -0.40 1.58 4.98 8.54 8.79 13.59
USTREAS T-Bill Auction Ave 3 Mon 06-30-14 --- 0.00 0.01 0.02 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 Yr 06-30-14 --- -0.23 2.40 5.85 2.54 4.01 4.29
Municipal Indexes
Barclays Municipal TR USD 07-18-14 0.44 0.55 1.54 6.03 6.59 5.09 5.56
Foreign Indexes
DJ Malaysia PR USD 07-18-14 -0.29 2.39 3.44 4.73 4.79 4.36 13.86
Euronext BEL 20 PR EUR 07-21-14 0.16 -1.34 0.37 6.84 17.87 7.64 8.15
Euronext Paris CAC 40 NR EUR 07-21-14 -1.04 -5.09 -1.21 2.08 12.23 6.98 8.51
Euronext Paris CAC 40 PR EUR 07-21-14 -1.04 -5.21 -2.87 0.20 9.67 4.09 5.44
FSE DAX PR EUR 07-21-14 -1.75 -3.76 0.06 -2.11 12.23 6.14 9.92
FSE DAX TR EUR 07-21-14 -1.75 -3.76 2.15 0.63 15.37 9.65 13.54
FTSE 100 PR GBP 07-21-14 -0.26 -1.42 1.56 -0.31 1.47 4.48 8.47
FTSE 100 TR GBP 07-21-14 -0.24 -1.36 2.47 1.72 5.09 8.40 12.39
FTSE 250 PR GBP 07-21-14 -0.59 -1.93 -2.65 -2.82 4.53 9.77 14.87
Hang Seng Hong Kong Composite PR HKD 07-21-14 0.28 1.79 2.38 -1.05 10.57 0.92 3.34
Hang Seng HSI PR HKD 07-21-14 0.40 1.06 2.99 0.57 9.72 2.16 3.75
MSCI AC Far East Ex Japan PR USD 07-21-14 0.16 2.68 4.00 4.94 13.19 1.14 7.44
MSCI ACWI PR USD 07-18-14 0.47 0.53 4.49 5.13 14.95 8.82 11.44
MSCI EAFE NR USD 07-21-14 -0.78 -1.79 2.78 3.46 15.33 7.70 10.52
MSCI EAFE PR LCL 07-21-14 -0.44 -1.90 2.16 0.72 8.38 7.39 7.01
MSCI EASEA PR LCL 07-21-14 -0.52 -2.19 0.86 1.98 9.96 6.09 7.35
MSCI EM Latin America PR USD 07-18-14 2.10 3.38 7.16 9.52 8.87 -6.19 2.90
MSCI EM PR LCL 07-18-14 0.83 1.56 4.76 5.08 11.62 2.61 6.69
MSCI EM PR USD 07-18-14 0.43 1.79 5.08 6.04 11.05 -1.79 6.32
MSCI Europe NR USD 07-21-14 -1.26 -3.13 0.90 3.13 18.86 8.39 11.22
MSCI Europe PR LCL 07-21-14 -0.70 -3.00 0.70 1.55 9.70 6.24 7.65
MSCI Hong Kong PR USD 07-21-14 0.50 2.31 2.12 3.69 13.61 5.71 8.18
MSCI Japan NR USD 07-21-14 0.13 0.16 9.07 0.74 3.87 6.20 7.24
MSCI Japan PR LCL 07-21-14 -0.12 -0.72 7.56 -3.81 3.02 13.29 6.84
MSCI North America NR USD 07-18-14 0.59 1.29 6.61 8.09 19.11 15.41 17.21
MSCI Pacific Ex Japan NR USD 07-21-14 0.33 2.37 3.07 9.29 17.29 6.94 13.40
MSCI Pacific Ex Japan PR LCL 07-21-14 0.49 2.22 1.61 3.63 10.93 5.80 6.43
MSCI Pacific NR USD 07-21-14 0.20 0.99 6.71 3.84 8.64 6.50 9.41
MSCI Pacific PR LCL 07-21-14 0.11 0.38 5.23 -1.19 5.76 10.04 6.29
MSCI World ex USA NR USD 07-18-14 0.40 -0.35 3.37 4.48 16.14 8.72 11.11
MSCI World Ex USA PR LCL 07-18-14 0.75 -0.64 2.75 1.99 9.52 8.02 7.45
Nikkei 225 Average PR JPY 07-18-14 0.34 0.66 4.82 -6.60 2.75 15.12 10.12
S&P BSE SENSEX India INR 07-21-14 2.83 2.43 12.96 21.47 27.62 11.73 11.29
S&P/ASX All Ordinaries PR 07-21-14 0.60 2.35 1.54 3.28 11.48 6.12 6.43
S&P/TSX Composite PR 07-18-14 0.93 1.04 5.28 12.08 20.89 4.82 8.04
Shanghai SE Composite PR CNY 07-21-14 -0.59 1.37 -0.55 -2.91 3.10 -9.44 -8.56
SIX SMI CHF 07-21-14 -0.60 -2.16 1.66 3.79 7.39 12.11 8.60
SIX SMI TR CHF 07-21-14 -0.60 -2.16 2.22 6.92 10.72 15.76 12.12
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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