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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 01-28-15 -1.57 -4.06 1.27 -2.68 13.89 17.35 15.10
Morningstar Large Core TR USD 01-28-15 -2.40 -4.85 2.18 -3.37 16.49 19.49 16.40
Morningstar Large Growth TR USD 01-28-15 -0.02 -2.05 2.45 -0.71 16.76 18.69 16.36
Morningstar Large Value TR USD 01-28-15 -2.37 -5.40 -0.96 -4.10 8.38 14.05 12.58
Morningstar Mid Cap TR USD 01-28-15 -0.04 -2.33 2.81 -1.21 13.04 18.22 17.57
Morningstar Mid Core TR USD 01-28-15 -0.04 -2.25 3.94 -1.17 15.96 18.61 18.90
Morningstar Mid Growth TR USD 01-28-15 0.29 -1.58 2.58 -0.47 10.59 16.22 16.96
Morningstar Mid Value TR USD 01-28-15 -0.39 -3.17 1.86 -2.01 12.85 19.91 16.83
Morningstar Small Cap TR USD 01-28-15 0.79 -2.81 2.31 -1.97 7.59 16.14 16.60
Morningstar Small Core TR USD 01-28-15 0.91 -2.61 2.16 -1.75 9.36 16.19 16.00
Morningstar Small Growth TR USD 01-28-15 1.20 -1.94 3.03 -0.89 4.08 15.28 17.31
Morningstar Small Value TR USD 01-28-15 0.28 -3.83 1.76 -3.23 9.27 16.92 16.46
Morningstar US Core TR USD 01-28-15 -1.70 -4.18 2.54 -2.81 15.88 19.10 16.93
Morningstar US Growth TR USD 01-28-15 0.12 -1.95 2.51 -0.67 14.66 17.94 16.62
Morningstar US Market TR USD 01-28-15 -1.11 -3.63 1.66 -2.34 13.30 17.46 15.74
Morningstar US Value TR USD 01-28-15 -1.77 -4.83 -0.19 -3.61 9.36 15.44 13.71
Morningstar Wide Moat Focus TR USD 01-28-15 -1.80 -7.86 -5.20 -6.61 4.29 15.80 14.63
Domestic Indexes
DJ Industrial Average TR USD 01-28-15 -2.07 -4.66 1.70 -3.43 10.46 13.54 14.08
NASDAQ Composite PR USD 01-28-15 -0.63 -3.51 1.61 -2.07 13.18 18.09 16.31
NYSE Composite PR 01-28-15 -1.09 -3.47 -0.69 -2.17 5.33 10.42 8.79
Russell 2000 TR USD 01-28-15 0.77 -3.21 2.57 -2.42 4.61 15.29 15.62
S&P 500 TR USD 01-28-15 -1.46 -4.03 1.38 -2.66 14.01 17.49 15.45
S&P MidCap 400 TR 01-28-15 0.64 -1.48 3.57 -0.48 11.53 17.04 16.87
Bond Indexes
Barclays US Agg Bond TR USD 01-28-15 0.63 2.26 2.50 1.89 6.74 3.13 4.57
Barclays US Government TR USD 01-28-15 0.60 2.68 2.93 2.25 6.19 2.16 3.92
Barclays US MBS TR USD 01-28-15 0.32 0.92 1.42 0.69 5.56 2.49 3.64
BofAML US HY Master II TR USD 01-28-15 0.64 0.76 -1.44 0.66 2.42 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 01-28-15 0.25 1.95 2.11 1.63 8.64 4.23 5.40
Foreign Indexes
DJ Malaysia PR USD 01-28-15 1.51 -1.28 -11.64 -0.84 -7.00 -0.90 6.37
Euronext BEL 20 PR EUR 01-29-15 2.65 7.04 13.82 8.01 23.17 16.61 7.21
Euronext Paris CAC 40 NR EUR 01-29-15 1.73 7.28 12.95 8.41 13.95 14.70 7.33
Euronext Paris CAC 40 PR EUR 01-29-15 1.73 7.26 12.67 8.39 11.41 11.75 4.37
FSE DAX PR EUR 01-29-15 2.60 7.86 17.89 9.20 11.89 14.40 10.24
FSE DAX TR EUR 01-29-15 2.90 8.17 18.22 9.51 15.01 18.14 13.87
FTSE 100 PR GBP 01-29-15 0.21 2.67 5.53 3.72 4.07 5.91 5.59
FTSE 100 TR GBP 01-29-15 0.21 2.77 6.11 3.82 7.78 9.85 9.41
FTSE 250 PR GBP 01-29-15 -0.12 1.92 7.38 1.70 4.28 14.65 12.11
Hang Seng Hong Kong Composite PR HKD 01-29-15 0.09 2.52 2.90 2.63 8.46 5.80 3.51
Hang Seng HSI PR HKD 01-29-15 0.26 3.43 3.22 4.16 11.05 6.24 4.09
MSCI AC Far East Ex Japan PR USD 01-29-15 0.24 2.32 1.11 2.51 8.46 4.32 5.16
MSCI ACWI PR USD 01-28-15 -0.18 -1.75 0.16 -0.77 4.88 9.22 7.48
MSCI EAFE NR USD 01-29-15 0.69 -0.03 -0.46 1.01 -1.36 9.30 6.50
MSCI EAFE PR LCL 01-29-15 1.81 2.31 7.99 3.35 9.54 12.64 6.13
MSCI EASEA PR LCL 01-29-15 1.88 3.24 7.12 4.20 8.87 10.16 5.63
MSCI EM Latin America PR USD 01-28-15 -1.64 -1.44 -12.25 -1.97 -7.96 -12.92 -6.70
MSCI EM PR LCL 01-28-15 0.93 3.18 3.87 2.73 10.79 4.21 3.68
MSCI EM PR USD 01-28-15 0.88 3.37 -0.79 2.96 5.41 -1.06 0.93
MSCI Europe NR USD 01-29-15 0.62 -0.26 -0.27 0.97 -2.60 10.26 6.77
MSCI Europe PR LCL 01-29-15 1.79 3.44 8.06 4.42 8.85 10.51 5.93
MSCI Hong Kong PR USD 01-29-15 2.64 5.03 2.67 5.60 13.58 9.51 8.66
MSCI Japan NR USD 01-29-15 1.43 1.08 2.10 1.83 -1.01 8.68 5.47
MSCI Japan PR LCL 01-29-15 1.55 -1.02 11.36 0.27 12.33 23.07 9.03
MSCI North America NR USD 01-28-15 -1.31 -4.05 0.56 -2.79 12.16 15.46 13.91
MSCI Pacific Ex Japan NR USD 01-29-15 -0.09 -0.66 -5.68 -0.05 4.29 5.82 7.42
MSCI Pacific Ex Japan PR LCL 01-29-15 2.54 2.39 2.46 3.28 8.39 8.76 4.63
MSCI Pacific NR USD 01-29-15 0.87 0.44 -0.86 1.14 0.91 7.61 6.18
MSCI Pacific PR LCL 01-29-15 1.91 0.22 7.90 1.38 10.65 17.06 7.01
MSCI World ex USA NR USD 01-28-15 1.18 0.07 -0.30 0.79 -0.62 8.63 6.27
MSCI World Ex USA PR LCL 01-28-15 2.45 2.32 7.76 3.08 9.59 11.95 6.05
Nikkei 225 Average PR JPY 01-29-15 1.60 -0.70 13.19 0.89 14.45 25.81 11.54
S&P BSE SENSEX India INR 01-29-15 2.33 8.34 9.53 7.94 43.76 19.87 12.66
S&P/ASX All Ordinaries PR 01-29-15 2.63 1.57 1.86 2.67 5.56 8.36 3.77
S&P/TSX Composite PR 01-28-15 0.29 -0.04 -0.15 -0.20 6.69 5.41 5.31
Shanghai SE Composite PR CNY 01-29-15 -2.42 2.98 37.47 0.85 59.14 12.05 1.76
SIX SMI CHF 01-29-15 5.45 -6.63 -2.53 -6.10 3.68 11.82 5.54
SIX SMI TR CHF 01-29-15 5.45 -6.63 -2.51 -6.10 6.93 15.46 8.94
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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