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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 08-18-14 1.88 -0.17 5.59 8.03 21.56 22.43 16.80
Morningstar Large Core TR USD 08-18-14 1.95 -0.61 4.26 7.57 19.23 24.08 17.42
Morningstar Large Growth TR USD 08-18-14 2.30 1.53 8.43 9.65 27.87 23.57 18.43
Morningstar Large Value TR USD 08-18-14 1.39 -1.44 4.05 6.86 17.60 19.77 14.70
Morningstar Mid Cap TR USD 08-18-14 1.97 0.50 5.68 8.07 21.79 23.91 19.92
Morningstar Mid Core TR USD 08-18-14 1.76 0.05 5.64 10.12 24.09 25.01 20.84
Morningstar Mid Growth TR USD 08-18-14 2.12 1.77 6.68 5.79 19.50 20.78 19.13
Morningstar Mid Value TR USD 08-18-14 2.02 -0.29 4.64 8.59 22.16 26.06 19.78
Morningstar Small Cap TR USD 08-18-14 1.65 0.55 5.16 2.96 16.86 23.11 18.99
Morningstar Small Core TR USD 08-18-14 1.62 0.10 5.01 4.76 18.83 22.55 18.52
Morningstar Small Growth TR USD 08-18-14 1.58 1.31 6.06 -1.31 13.20 22.12 18.57
Morningstar Small Value TR USD 08-18-14 1.76 0.27 4.49 5.40 18.48 24.70 19.82
Morningstar US Core TR USD 08-18-14 1.89 -0.43 4.59 7.87 20.17 24.15 18.24
Morningstar US Growth TR USD 08-18-14 2.22 1.56 7.92 8.14 25.13 22.90 18.64
Morningstar US Market TR USD 08-18-14 1.88 0.01 5.58 7.68 21.29 22.78 17.62
Morningstar US Value TR USD 08-18-14 1.54 -1.10 4.20 7.10 18.60 21.39 16.08
Morningstar Wide Moat Focus TR USD 08-18-14 1.60 0.38 5.00 8.03 22.02 26.30 18.33
Domestic Indexes
DJ Industrial Average TR USD 08-18-14 1.72 -1.30 2.69 3.11 14.26 18.26 15.79
NASDAQ Composite PR USD 08-18-14 2.43 1.72 10.21 7.94 25.13 23.72 18.18
NYSE Composite PR 08-18-14 1.53 -0.90 2.67 4.67 15.01 15.42 11.08
Russell 2000 TR USD 08-18-14 1.48 0.68 5.38 0.32 14.56 22.17 17.35
S&P 500 TR USD 08-18-14 1.85 -0.15 5.52 8.06 21.55 22.65 17.22
S&P MidCap 400 TR 08-18-14 1.98 0.10 4.83 6.13 18.86 22.57 19.02
Bond Indexes
Barclays US Agg Bond TR USD 08-18-14 0.25 0.49 0.93 4.45 5.80 2.60 4.58
Barclays US Government TR USD 08-18-14 0.23 0.60 0.77 3.33 3.69 1.54 3.48
Barclays US MBS TR USD 08-18-14 0.23 0.31 0.89 4.15 5.78 1.94 3.75
BofAML US HY Master II TR USD 08-18-14 0.91 0.41 1.04 5.41 10.11 10.22 12.32
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 08-18-14 0.33 0.95 1.23 7.04 9.18 4.63 5.50
Foreign Indexes
DJ Malaysia PR USD 08-18-14 1.80 0.96 3.18 5.73 8.76 5.78 12.94
Euronext BEL 20 PR EUR 08-19-14 3.02 1.11 1.89 8.21 13.00 14.30 6.93
Euronext Paris CAC 40 NR EUR 08-19-14 2.22 -1.87 -4.15 0.89 6.61 15.24 7.31
Euronext Paris CAC 40 PR EUR 08-19-14 2.22 -1.87 -4.82 -0.97 4.17 12.14 4.28
FSE DAX PR EUR 08-19-14 2.92 -3.97 -3.73 -4.94 8.53 15.60 8.70
FSE DAX TR EUR 08-19-14 2.92 -3.97 -3.37 -2.28 11.57 19.43 12.27
FTSE 100 PR GBP 08-19-14 2.21 0.44 -0.95 0.45 4.85 10.38 7.65
FTSE 100 TR GBP 08-19-14 2.54 1.02 -0.01 3.07 8.59 14.48 11.52
FTSE 250 PR GBP 08-19-14 2.78 2.18 3.35 -0.25 6.93 17.66 13.69
Hang Seng Hong Kong Composite PR HKD 08-19-14 0.74 5.47 9.86 4.42 10.25 7.41 4.23
Hang Seng HSI PR HKD 08-19-14 1.01 6.33 9.84 7.01 11.02 8.73 4.56
MSCI AC Far East Ex Japan PR USD 08-19-14 1.53 3.11 6.43 8.10 14.75 7.65 8.00
MSCI ACWI PR USD 08-18-14 1.51 -0.72 2.80 4.37 14.27 13.06 9.94
MSCI EAFE NR USD 08-19-14 1.71 -1.44 0.05 2.22 12.03 13.22 9.11
MSCI EAFE PR LCL 08-19-14 2.03 -0.14 1.49 0.87 8.77 13.89 6.03
MSCI EASEA PR LCL 08-19-14 2.10 -0.46 -0.65 1.88 8.39 12.76 6.31
MSCI EM Latin America PR USD 08-18-14 1.79 0.07 3.54 9.59 9.66 -2.55 1.36
MSCI EM PR LCL 08-18-14 1.01 1.49 5.14 6.65 11.83 6.87 6.07
MSCI EM PR USD 08-18-14 1.47 1.30 4.37 7.42 12.42 2.66 5.47
MSCI Europe NR USD 08-19-14 1.83 -2.46 -3.37 1.02 12.73 14.52 9.61
MSCI Europe PR LCL 08-19-14 2.22 -0.99 -1.65 1.02 7.90 13.35 6.54
MSCI Hong Kong PR USD 08-19-14 1.92 5.89 9.33 9.54 15.01 11.05 9.35
MSCI Japan NR USD 08-19-14 1.12 -0.30 8.93 0.37 6.88 10.07 6.17
MSCI Japan PR LCL 08-19-14 1.75 1.10 10.62 -2.76 10.22 19.16 6.07
MSCI North America NR USD 08-18-14 1.79 -0.18 5.52 7.90 20.71 20.54 15.97
MSCI Pacific Ex Japan NR USD 08-19-14 2.16 2.18 5.25 11.57 16.67 12.33 12.39
MSCI Pacific Ex Japan PR LCL 08-19-14 1.52 2.32 4.70 5.87 10.48 10.50 5.73
MSCI Pacific NR USD 08-19-14 1.51 0.64 7.48 4.41 10.47 10.94 8.38
MSCI Pacific PR LCL 08-19-14 1.66 1.56 8.29 0.30 10.28 15.44 5.56
MSCI World ex USA NR USD 08-18-14 1.24 -1.69 0.15 2.72 11.89 12.00 9.12
MSCI World Ex USA PR LCL 08-18-14 1.26 -0.68 1.03 1.29 8.87 12.35 5.90
Nikkei 225 Average PR JPY 08-19-14 1.90 1.54 10.30 -5.17 12.30 21.01 8.65
S&P BSE SENSEX India INR 08-19-14 2.09 3.04 8.45 24.80 44.32 17.85 12.27
S&P/ASX All Ordinaries PR 08-19-14 1.73 1.80 4.23 4.96 10.12 10.43 5.07
S&P/TSX Composite PR 08-18-14 0.50 0.47 5.68 12.60 20.43 7.97 7.52
Shanghai SE Composite PR CNY 08-19-14 1.07 9.05 11.98 6.11 7.66 -3.96 -4.22
SIX SMI CHF 08-19-14 2.35 0.16 -1.40 3.93 7.38 18.73 7.35
SIX SMI TR CHF 08-19-14 2.35 0.16 -1.37 7.06 10.72 22.59 10.78
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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