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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 05-22-15 0.15 1.02 1.24 4.07 14.50 19.49 16.70
Morningstar Large Core TR USD 05-22-15 -0.31 1.10 0.77 1.71 14.78 21.17 17.33
Morningstar Large Growth TR USD 05-22-15 0.61 0.65 1.48 7.94 20.31 20.46 18.60
Morningstar Large Value TR USD 05-22-15 0.11 1.36 1.48 2.41 8.34 16.89 14.21
Morningstar Mid Cap TR USD 05-22-15 0.62 0.76 1.73 6.36 16.05 21.89 18.12
Morningstar Mid Core TR USD 05-22-15 0.71 1.58 1.72 6.43 17.84 22.11 19.53
Morningstar Mid Growth TR USD 05-22-15 0.42 -0.28 2.36 8.70 19.20 20.22 17.76
Morningstar Mid Value TR USD 05-22-15 0.75 0.98 1.09 3.91 11.00 23.39 17.01
Morningstar Small Cap TR USD 05-22-15 0.59 -0.25 1.47 4.63 13.30 20.03 16.52
Morningstar Small Core TR USD 05-22-15 0.65 1.10 2.52 5.38 13.54 20.31 15.90
Morningstar Small Growth TR USD 05-22-15 0.82 -0.82 1.83 7.24 16.44 19.73 17.76
Morningstar Small Value TR USD 05-22-15 0.30 -1.06 0.08 1.43 10.11 20.02 15.91
Morningstar US Core TR USD 05-22-15 -0.03 1.20 1.09 2.91 15.33 21.30 17.71
Morningstar US Growth TR USD 05-22-15 0.59 0.38 1.67 8.05 19.83 20.36 18.43
Morningstar US Market TR USD 05-22-15 0.27 0.88 1.35 4.57 14.74 20.02 17.00
Morningstar US Value TR USD 05-22-15 0.26 1.10 1.29 2.65 9.01 18.42 14.90
Morningstar Wide Moat Focus TR USD 05-22-15 0.15 1.10 2.36 2.54 9.02 20.14 16.74
Domestic Indexes
DJ Industrial Average TR USD 05-22-15 -0.15 1.43 1.10 3.33 12.81 16.24 15.24
NASDAQ Composite PR USD 05-22-15 0.81 1.08 2.69 7.46 22.51 21.48 17.95
NYSE Composite PR 05-22-15 -0.27 0.48 0.80 3.31 5.20 14.08 10.57
Russell 2000 TR USD 05-22-15 0.69 -0.94 2.01 4.42 13.90 19.75 15.58
Bond Indexes
Barclays US Agg Bond TR USD 05-22-15 -0.48 -1.19 -0.10 0.38 2.89 2.24 3.67
Barclays US Government TR USD 05-22-15 -0.45 -1.17 -0.10 0.23 2.69 1.18 2.93
Barclays US MBS TR USD 05-22-15 -0.29 -0.48 0.46 0.72 3.34 2.16 3.17
BofAML US HY Master II TR USD 05-22-15 -0.01 0.10 1.57 3.90 2.02 7.99 9.05
USTREAS T-Bill Auction Ave 3 Mon 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-15 --- -0.82 -2.86 1.65 7.92 1.81 5.23
Municipal Indexes
Barclays Municipal TR USD 05-22-15 -0.21 -1.14 -0.82 -0.24 3.02 3.00 4.45
Foreign Indexes
DJ Malaysia PR USD 05-22-15 -1.67 -2.36 0.09 -0.07 -14.08 0.45 5.78
Euronext BEL 20 PR EUR 05-22-15 2.50 -0.75 3.90 14.63 20.38 20.69 9.52
Euronext Paris CAC 40 NR EUR 05-22-15 3.19 -0.34 7.77 21.86 17.35 21.55 11.43
Euronext Paris CAC 40 PR EUR 05-22-15 2.99 -1.31 6.46 20.36 14.84 18.58 8.43
FSE DAX PR EUR 05-22-15 2.80 -2.10 4.84 17.78 18.58 18.83 11.65
FSE DAX TR EUR 05-22-15 3.21 -0.44 6.92 20.49 21.54 22.45 15.18
FTSE 100 PR GBP 05-22-15 1.02 0.05 1.68 7.09 3.10 9.18 6.79
FTSE 100 TR GBP 05-22-15 1.10 0.59 3.03 9.00 6.80 13.23 10.66
FTSE 250 PR GBP 05-22-15 0.96 3.16 6.25 13.10 16.06 19.81 14.00
Hang Seng Hong Kong Composite PR HKD 05-22-15 0.23 -0.06 16.17 20.36 25.34 14.50 7.81
Hang Seng HSI PR HKD 05-22-15 0.61 0.21 12.73 18.59 21.95 13.71 7.45
MSCI AC Far East Ex Japan PR USD 05-22-15 0.55 -1.10 8.92 12.32 10.61 9.61 7.79
MSCI ACWI PR USD 05-22-15 -0.24 0.73 2.36 5.80 5.81 13.30 9.98
MSCI EAFE NR USD 05-22-15 -0.62 1.91 5.01 10.63 2.59 14.95 10.53
MSCI EAFE PR LCL 05-22-15 1.83 -0.35 5.04 12.92 16.49 18.06 8.95
MSCI EASEA PR LCL 05-22-15 1.64 -0.83 3.74 11.83 10.87 14.94 8.08
MSCI EM Latin America PR USD 05-22-15 -5.54 -1.23 -0.57 -4.22 -21.84 -8.52 -5.76
MSCI EM PR LCL 05-22-15 0.06 -1.32 5.16 9.53 9.94 8.40 5.94
MSCI EM PR USD 05-22-15 -0.55 -0.95 5.40 8.50 -0.34 4.12 3.19
MSCI Europe NR USD 05-22-15 -0.74 3.02 4.59 9.80 -1.64 15.45 11.35
MSCI Europe PR LCL 05-22-15 2.05 -0.66 4.39 12.82 11.66 15.64 8.51
MSCI Hong Kong PR USD 05-22-15 0.58 2.34 10.06 15.92 17.32 15.21 11.21
MSCI Japan NR USD 05-22-15 0.69 0.08 8.05 16.16 19.63 16.06 8.57
MSCI Japan PR LCL 05-22-15 2.50 1.33 9.69 16.78 40.64 31.02 13.08
MSCI North America NR USD 05-22-15 0.18 0.87 1.33 3.94 12.79 18.23 15.28
MSCI Pacific Ex Japan NR USD 05-22-15 -2.46 -0.40 1.62 5.55 -1.13 10.49 10.43
MSCI Pacific Ex Japan PR LCL 05-22-15 -0.69 -1.66 -0.06 6.68 6.19 11.56 6.33
MSCI Pacific NR USD 05-22-15 -0.41 -0.09 5.75 12.27 11.56 14.02 9.24
MSCI Pacific PR LCL 05-22-15 1.38 0.28 6.16 13.15 26.71 23.00 10.22
MSCI World ex USA NR USD 05-22-15 -0.70 1.64 4.80 9.50 1.88 14.08 9.93
MSCI World Ex USA PR LCL 05-22-15 1.74 -0.40 4.61 12.09 15.35 17.30 8.59
Nikkei 225 Average PR JPY 05-22-15 2.69 0.65 10.54 16.12 41.34 32.41 15.67
S&P BSE SENSEX India INR 05-22-15 2.32 0.24 -4.36 1.67 14.70 20.38 11.20
S&P/ASX All Ordinaries PR 05-22-15 -1.08 -2.49 -3.04 5.19 3.85 10.74 5.55
S&P/TSX Composite PR 05-22-15 0.61 -0.68 0.19 3.88 3.39 9.90 5.70
Shanghai SE Composite PR CNY 05-22-15 8.10 5.89 43.45 43.99 130.43 25.20 12.51
SIX SMI CHF 05-22-15 2.67 -0.05 5.19 4.12 7.58 16.53 8.40
SIX SMI TR CHF 05-22-15 2.67 0.59 8.21 7.14 10.85 20.08 12.08
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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