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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 01-31-15 -2.92 -3.03 -0.76 -3.03 14.08 17.30 15.23
Morningstar Large Core TR USD 01-31-15 -3.96 -4.21 -0.42 -4.21 16.11 19.25 16.36
Morningstar Large Growth TR USD 01-31-15 -1.51 -0.42 1.15 -0.42 17.31 18.76 16.78
Morningstar Large Value TR USD 01-31-15 -3.33 -4.60 -3.18 -4.60 8.75 14.04 12.61
Morningstar Mid Cap TR USD 01-31-15 -1.52 -1.61 0.92 -1.61 12.85 18.27 17.80
Morningstar Mid Core TR USD 01-31-15 -1.48 -1.71 1.51 -1.71 15.80 18.58 19.14
Morningstar Mid Growth TR USD 01-31-15 -1.50 -0.71 1.02 -0.71 10.31 16.28 17.20
Morningstar Mid Value TR USD 01-31-15 -1.57 -2.41 0.19 -2.41 12.76 20.05 17.01
Morningstar Small Cap TR USD 01-31-15 -1.72 -2.73 -0.38 -2.73 7.12 16.24 16.70
Morningstar Small Core TR USD 01-31-15 -1.76 -2.74 -0.66 -2.74 8.71 16.17 16.10
Morningstar Small Growth TR USD 01-31-15 -1.64 -1.67 0.15 -1.67 3.59 15.42 17.40
Morningstar Small Value TR USD 01-31-15 -1.77 -3.72 -0.62 -3.72 9.01 17.09 16.57
Morningstar US Core TR USD 01-31-15 -3.31 -3.61 -0.04 -3.61 15.53 18.91 16.96
Morningstar US Growth TR USD 01-31-15 -1.52 -0.56 1.07 -0.56 14.96 18.02 16.98
Morningstar US Market TR USD 01-31-15 -2.55 -2.72 -0.40 -2.72 13.36 17.44 15.89
Morningstar US Value TR USD 01-31-15 -2.85 -4.08 -2.31 -4.08 9.60 15.47 13.78
Morningstar Wide Moat Focus TR USD 01-31-15 -2.25 -6.59 -6.58 -6.59 5.04 16.04 14.90
Domestic Indexes
DJ Industrial Average TR USD 01-31-15 -2.87 -3.58 -0.71 -3.58 11.91 13.56 14.16
NASDAQ Composite PR USD 01-31-15 -2.58 -2.13 0.10 -2.13 12.95 18.10 16.64
NYSE Composite PR 01-31-15 -2.33 -2.79 -2.84 -2.79 5.71 10.37 8.89
Russell 2000 TR USD 01-31-15 -1.96 -3.22 -0.37 -3.22 4.41 15.27 15.66
Bond Indexes
Barclays US Agg Bond TR USD 01-31-15 0.59 2.10 2.92 2.10 6.61 3.07 4.57
Barclays US Government TR USD 01-31-15 0.69 2.50 3.43 2.50 6.15 2.09 3.92
Barclays US MBS TR USD 01-31-15 0.27 0.85 1.67 0.85 5.33 2.52 3.63
BofAML US HY Master II TR USD 01-31-15 0.34 0.69 -1.51 0.69 2.45 7.59 8.71
USTREAS T-Bill Auction Ave 3 Mon 12-31-14 --- 0.00 0.01 0.03 0.03 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 12-31-14 --- 0.27 3.72 10.56 10.56 1.29 5.41
Municipal Indexes
Barclays Municipal TR USD 01-31-15 0.40 1.77 2.46 1.77 8.86 4.12 5.42
Foreign Indexes
DJ Malaysia PR USD 01-31-15 -1.56 -1.67 -13.49 -1.67 -8.57 -1.22 6.30
Euronext BEL 20 PR EUR 01-31-15 0.73 7.46 11.82 7.46 22.10 16.95 7.10
Euronext Paris CAC 40 NR EUR 01-31-15 -0.79 7.77 9.04 7.77 13.05 14.71 7.20
Euronext Paris CAC 40 PR EUR 01-31-15 -0.79 7.76 8.77 7.76 10.53 11.76 4.25
FSE DAX PR EUR 01-31-15 0.13 8.75 14.34 8.75 11.80 14.55 10.15
FSE DAX TR EUR 01-31-15 0.42 9.06 14.66 9.06 14.91 18.30 13.78
FTSE 100 PR GBP 01-31-15 -1.22 2.79 3.10 2.79 3.67 5.91 5.40
FTSE 100 TR GBP 01-31-15 -1.22 2.89 3.66 2.89 7.36 9.85 9.21
FTSE 250 PR GBP 01-31-15 -0.93 1.37 5.19 1.37 4.03 14.83 12.04
Hang Seng Hong Kong Composite PR HKD 01-31-15 -1.39 2.37 1.81 2.37 8.73 6.06 3.46
Hang Seng HSI PR HKD 01-31-15 -1.38 3.82 2.12 3.82 11.22 6.32 4.02
MSCI AC Far East Ex Japan PR USD 01-31-15 -1.63 1.96 0.11 1.96 8.14 4.04 5.05
MSCI ACWI PR USD 01-31-15 -1.90 -1.63 -2.17 -1.63 4.70 9.02 7.46
MSCI EAFE NR USD 01-31-15 -0.26 0.49 -1.67 0.49 -0.43 9.33 6.39
MSCI EAFE PR LCL 01-31-15 0.16 2.95 4.82 2.95 10.00 12.79 6.05
MSCI EASEA PR LCL 01-31-15 0.07 3.70 4.56 3.70 8.60 10.26 5.53
MSCI EM Latin America PR USD 01-31-15 -6.11 -6.31 -19.09 -6.31 -11.70 -14.24 -7.38
MSCI EM PR LCL 01-31-15 -1.70 1.37 -0.31 1.37 8.92 3.66 3.54
MSCI EM PR USD 01-31-15 -2.96 0.55 -5.36 0.55 2.68 -1.93 0.59
MSCI Europe NR USD 01-31-15 -0.63 0.00 -1.76 0.00 -2.41 10.16 6.57
MSCI Europe PR LCL 01-31-15 -0.12 3.80 5.23 3.80 8.36 10.59 5.81
MSCI Hong Kong PR USD 01-31-15 1.16 5.53 1.58 5.53 14.06 9.78 8.65
MSCI Japan NR USD 01-31-15 0.80 2.34 1.18 2.34 2.16 8.94 5.57
MSCI Japan PR LCL 01-31-15 0.49 0.26 5.88 0.26 15.64 23.41 9.02
MSCI North America NR USD 01-31-15 -2.67 -3.20 -1.33 -3.20 12.21 15.41 14.07
MSCI Pacific Ex Japan NR USD 01-31-15 -0.10 0.02 -6.00 0.02 5.38 6.06 7.43
MSCI Pacific Ex Japan PR LCL 01-31-15 1.23 3.38 1.16 3.38 9.29 9.00 4.65
MSCI Pacific NR USD 01-31-15 0.47 1.48 -1.54 1.48 3.36 7.87 6.26
MSCI Pacific PR LCL 01-31-15 0.76 1.40 4.06 1.40 13.07 17.36 7.01
MSCI World ex USA NR USD 01-31-15 -0.50 -0.35 -2.48 -0.35 -0.65 8.42 6.15
MSCI World Ex USA PR LCL 01-31-15 0.08 2.69 4.39 2.69 9.79 12.07 5.97
Nikkei 225 Average PR JPY 01-31-15 0.93 1.28 7.68 1.28 18.50 26.16 11.63
S&P BSE SENSEX India INR 01-31-15 -0.33 6.12 4.73 6.12 42.26 19.29 12.27
S&P/ASX All Ordinaries PR 01-31-15 1.53 3.02 0.85 3.02 6.66 8.67 3.85
S&P/TSX Composite PR 01-31-15 -0.72 0.28 0.41 0.28 7.15 5.62 5.75
Shanghai SE Composite PR CNY 01-31-15 -4.22 -0.75 32.65 -0.75 57.91 11.88 1.44
SIX SMI CHF 01-31-15 2.74 -6.66 -5.12 -6.66 2.37 11.99 5.42
SIX SMI TR CHF 01-31-15 2.74 -6.66 -5.10 -6.66 5.57 15.64 8.81
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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