Advertising

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 03-27-15 -2.29 -2.00 -0.93 0.49 13.65 15.61 14.23
Morningstar Large Core TR USD 03-27-15 -2.23 -2.51 -3.18 -1.67 13.33 17.37 15.16
Morningstar Large Growth TR USD 03-27-15 -2.82 -1.20 3.49 4.91 21.16 16.59 15.98
Morningstar Large Value TR USD 03-27-15 -1.72 -2.38 -3.33 -2.00 6.34 12.86 11.56
Morningstar Mid Cap TR USD 03-27-15 -1.72 -0.35 2.54 3.71 14.57 17.62 16.35
Morningstar Mid Core TR USD 03-27-15 -1.69 -0.35 2.40 3.53 16.64 18.11 17.67
Morningstar Mid Growth TR USD 03-27-15 -1.71 0.63 5.59 6.78 16.58 16.18 16.23
Morningstar Mid Value TR USD 03-27-15 -1.76 -1.40 -0.42 0.78 10.46 18.57 15.10
Morningstar Small Cap TR USD 03-27-15 -1.99 0.23 2.43 3.30 10.72 16.12 15.15
Morningstar Small Core TR USD 03-27-15 -2.06 0.42 2.28 3.18 10.52 15.95 14.73
Morningstar Small Growth TR USD 03-27-15 -2.08 0.44 4.65 5.77 11.44 15.70 16.06
Morningstar Small Value TR USD 03-27-15 -1.84 -0.17 0.47 1.10 10.20 16.70 14.64
Morningstar US Core TR USD 03-27-15 -2.11 -1.87 -1.69 -0.29 13.82 17.43 15.67
Morningstar US Growth TR USD 03-27-15 -2.55 -0.74 3.97 5.33 19.58 16.44 16.09
Morningstar US Market TR USD 03-27-15 -2.15 -1.52 -0.01 1.33 13.66 16.06 14.75
Morningstar US Value TR USD 03-27-15 -1.74 -2.01 -2.46 -1.20 7.47 14.29 12.50
Morningstar Wide Moat Focus TR USD 03-27-15 -0.95 -2.06 -3.82 -2.52 6.48 14.40 14.54
Domestic Indexes
DJ Industrial Average TR USD 03-27-15 -2.29 -2.22 -1.33 -0.05 11.46 13.08 13.16
NASDAQ Composite PR USD 03-27-15 -2.69 -1.46 1.75 3.28 17.83 16.16 15.35
NYSE Composite PR 03-27-15 -1.76 -1.70 -1.00 0.33 4.84 9.69 7.99
Russell 2000 TR USD 03-27-15 -1.99 0.73 2.43 3.27 9.14 15.45 14.34
S&P 500 TR USD 03-27-15 -2.20 -1.93 -0.81 0.60 13.76 15.88 14.45
S&P MidCap 400 TR 03-27-15 -1.99 0.27 3.17 4.22 13.32 16.36 15.57
Bond Indexes
Barclays US Agg Bond TR USD 03-27-15 0.01 0.35 1.86 1.49 5.41 3.03 4.41
Barclays US Government TR USD 03-27-15 0.00 0.53 1.95 1.52 4.98 2.25 3.82
Barclays US MBS TR USD 03-27-15 -0.02 0.20 1.11 0.88 5.14 2.47 3.57
BofAML US HY Master II TR USD 03-27-15 0.28 -0.64 2.48 2.38 2.03 7.38 8.41
USTREAS T-Bill Auction Ave 3 Mon 02-28-15 --- 0.00 0.01 0.00 0.03 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 02-28-15 --- -2.74 2.06 1.78 8.44 2.06 5.24
Municipal Indexes
Barclays Municipal TR USD 03-27-15 -0.09 0.28 1.32 1.01 6.58 4.03 5.10
Foreign Indexes
DJ Malaysia PR USD 03-27-15 1.76 -3.05 -2.29 -1.85 -12.17 -2.00 4.60
Euronext BEL 20 PR EUR 03-27-15 -1.41 -0.04 12.28 13.01 19.77 16.47 6.92
Euronext Paris CAC 40 NR EUR 03-27-15 -0.93 1.79 17.35 17.98 17.60 16.19 7.75
Euronext Paris CAC 40 PR EUR 03-27-15 -1.05 1.67 17.18 17.82 14.96 13.21 4.76
FSE DAX PR EUR 03-27-15 -1.42 4.11 19.26 20.67 22.18 15.03 10.52
FSE DAX TR EUR 03-27-15 -1.42 4.09 19.61 21.04 25.57 18.80 14.16
FTSE 100 PR GBP 03-27-15 -2.38 -1.32 3.71 4.40 4.05 5.31 3.75
FTSE 100 TR GBP 03-27-15 -2.33 -0.77 4.82 5.50 7.80 9.24 7.50
FTSE 250 PR GBP 03-27-15 -2.14 -0.64 6.57 6.70 5.93 13.59 10.92
Hang Seng Hong Kong Composite PR HKD 03-27-15 0.46 -0.72 4.94 3.16 11.14 5.11 2.42
Hang Seng HSI PR HKD 03-27-15 0.46 -1.36 4.87 3.73 12.14 5.17 3.07
MSCI AC Far East Ex Japan PR USD 03-27-15 -0.11 -0.68 3.75 3.11 7.29 3.04 3.98
MSCI ACWI PR USD 03-27-15 -1.63 -1.75 0.86 1.86 4.75 8.12 6.85
MSCI EAFE NR USD 03-27-15 -0.73 -0.43 5.16 6.04 1.39 9.04 6.60
MSCI EAFE PR LCL 03-27-15 -1.57 1.06 9.44 10.35 16.25 12.89 6.01
MSCI EASEA PR LCL 03-27-15 -1.55 0.78 9.64 10.33 12.42 10.95 5.32
MSCI EM Latin America PR USD 03-27-15 -2.48 -9.38 -11.36 -11.83 -23.41 -16.86 -9.77
MSCI EM PR LCL 03-27-15 -1.64 -1.85 3.11 2.66 7.79 2.81 2.80
MSCI EM PR USD 03-27-15 -1.18 -3.25 0.59 0.19 -1.76 -3.17 -0.71
MSCI Europe NR USD 03-27-15 -1.14 -1.70 3.36 4.47 -2.85 9.24 6.80
MSCI Europe PR LCL 03-27-15 -1.85 0.87 10.07 10.94 12.74 11.26 5.71
MSCI Hong Kong PR USD 03-27-15 2.09 -0.26 5.14 4.68 12.26 7.25 6.44
MSCI Japan NR USD 03-27-15 -0.08 3.08 10.65 11.89 15.25 9.80 6.41
MSCI Japan PR LCL 03-27-15 -1.63 2.09 8.72 10.45 32.30 21.18 9.61
MSCI North America NR USD 03-27-15 -2.12 -1.93 -0.88 0.42 11.94 14.09 12.93
MSCI Pacific Ex Japan NR USD 03-27-15 0.13 -0.20 5.23 4.29 1.81 6.69 6.28
MSCI Pacific Ex Japan PR LCL 03-27-15 0.04 -0.05 7.42 7.13 10.21 9.45 3.82
MSCI Pacific NR USD 03-27-15 -0.01 1.90 8.69 9.10 10.18 8.69 6.39
MSCI Pacific PR LCL 03-27-15 -1.05 1.32 8.28 9.26 23.54 16.29 7.08
MSCI World ex USA NR USD 03-27-15 -0.76 -0.69 4.13 4.87 0.81 8.20 6.16
MSCI World Ex USA PR LCL 03-27-15 -1.54 0.72 8.71 9.51 15.25 12.24 5.83
Nikkei 225 Average PR JPY 03-27-15 -1.40 2.59 8.23 10.51 31.89 23.43 11.89
S&P BSE SENSEX India INR 03-27-15 -2.84 -6.03 0.80 -0.15 23.61 16.74 9.25
S&P/ASX All Ordinaries PR 03-27-15 -0.80 -0.16 9.67 9.29 9.87 10.27 3.72
S&P/TSX Composite PR 03-27-15 -0.87 -2.77 1.39 1.23 4.47 5.79 4.38
Shanghai SE Composite PR CNY 03-27-15 2.04 11.50 16.90 14.11 80.35 16.29 3.82
SIX SMI CHF 03-27-15 -3.33 0.77 0.69 1.11 9.07 13.16 5.84
SIX SMI TR CHF 03-27-15 -3.29 1.98 1.93 2.36 12.44 16.73 9.26
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 2015 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.





Advertising

Advertising