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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 07-02-15 -1.16 -1.34 1.29 2.02 7.44 17.17 17.65
Morningstar Large Core TR USD 07-02-15 -1.61 -2.02 0.66 -0.84 7.87 18.42 18.19
Morningstar Large Growth TR USD 07-02-15 -0.86 -0.55 1.60 6.56 12.38 18.79 19.75
Morningstar Large Value TR USD 07-02-15 -1.04 -1.55 1.61 0.14 1.87 14.34 15.07
Morningstar Mid Cap TR USD 07-02-15 -1.26 -1.45 -0.81 3.78 7.31 19.80 18.91
Morningstar Mid Core TR USD 07-02-15 -1.19 -1.89 -0.82 3.70 8.89 20.08 20.33
Morningstar Mid Growth TR USD 07-02-15 -1.54 -0.81 -0.67 6.55 10.28 18.51 18.24
Morningstar Mid Value TR USD 07-02-15 -1.04 -1.62 -0.96 1.03 2.68 20.88 18.06
Morningstar Small Cap TR USD 07-02-15 -2.36 -0.89 -1.07 3.40 4.54 17.51 17.92
Morningstar Small Core TR USD 07-02-15 -2.03 -0.81 -0.09 4.27 5.05 18.24 17.53
Morningstar Small Growth TR USD 07-02-15 -2.65 0.07 0.66 7.40 7.65 17.53 19.04
Morningstar Small Value TR USD 07-02-15 -2.41 -1.92 -3.75 -1.23 1.05 16.74 17.17
Morningstar US Core TR USD 07-02-15 -1.54 -1.91 0.29 0.42 7.90 18.72 18.60
Morningstar US Growth TR USD 07-02-15 -1.11 -0.57 1.08 6.60 11.65 18.65 19.44
Morningstar US Market TR USD 07-02-15 -1.26 -1.34 0.69 2.46 7.22 17.72 17.94
Morningstar US Value TR USD 07-02-15 -1.13 -1.58 0.67 0.23 2.00 15.82 15.83
Morningstar Wide Moat Focus TR USD 07-02-15 -0.57 -1.09 1.54 -0.51 2.01 17.10 18.04
Domestic Indexes
DJ Industrial Average TR USD 07-02-15 -0.84 -1.43 0.44 0.71 6.96 14.05 15.77
NASDAQ Composite PR USD 07-02-15 -2.01 -1.33 2.50 5.77 12.37 19.29 19.08
NYSE Composite PR 07-02-15 -1.55 -1.95 -0.81 0.24 -1.68 11.53 11.04
Russell 2000 TR USD 07-02-15 -2.67 -0.13 -0.26 4.29 5.42 17.18 17.39
S&P 500 TR USD 07-02-15 -1.16 -1.38 1.00 1.93 7.35 17.48 17.69
S&P MidCap 400 TR 07-02-15 -1.56 -1.30 -0.82 4.45 6.40 18.43 18.19
Bond Indexes
Barclays US Agg Bond TR USD 07-02-15 0.02 -0.51 -2.03 -0.31 2.16 1.64 3.32
Barclays US Government TR USD 07-02-15 0.08 -0.32 -1.86 -0.17 2.51 0.72 2.61
Barclays US MBS TR USD 07-02-15 0.00 -0.48 -1.01 0.09 2.52 1.80 2.85
BofAML US HY Master II TR USD 07-03-15 -0.12 -0.98 0.14 2.77 -0.31 6.77 8.49
USTREAS T-Bill Auction Ave 3 Mon 06-30-15 --- 0.00 0.00 0.01 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 Yr 06-30-15 --- -1.85 -3.10 -0.68 3.74 0.09 3.37
Municipal Indexes
Barclays Municipal TR USD 07-02-15 0.02 0.05 -1.08 -0.01 3.21 3.04 4.44
Foreign Indexes
DJ Malaysia PR USD 07-03-15 0.75 -3.89 -7.57 -8.09 -22.26 -3.28 2.93
Euronext BEL 20 PR EUR 07-03-15 -3.43 -3.49 -4.81 9.34 12.34 16.58 8.97
Euronext Paris CAC 40 NR EUR 07-03-15 -4.93 -4.17 -3.65 14.58 9.47 16.46 10.42
Euronext Paris CAC 40 PR EUR 07-03-15 -4.96 -4.49 -5.24 12.53 7.09 13.70 7.51
FSE DAX PR EUR 07-03-15 -3.78 -3.16 -9.38 9.99 7.53 15.55 10.16
FSE DAX TR EUR 07-03-15 -3.78 -3.16 -7.60 12.78 10.26 18.90 13.64
FTSE 100 PR GBP 07-03-15 -2.49 -5.25 -3.62 0.30 -4.07 5.01 6.36
FTSE 100 TR GBP 07-03-15 -2.46 -4.99 -2.68 2.39 -0.58 8.86 10.23
FTSE 250 PR GBP 07-03-15 -1.17 -3.56 2.00 9.50 9.89 16.33 13.68
Hang Seng Hong Kong Composite PR HKD 07-03-15 -3.50 -8.45 1.02 8.89 9.93 9.92 5.12
Hang Seng HSI PR HKD 07-03-15 -2.25 -5.76 3.12 10.42 10.76 9.71 5.54
MSCI AC Far East Ex Japan PR USD 07-03-15 -1.77 -4.81 -2.16 3.76 -0.70 5.86 5.55
MSCI ACWI PR USD 07-03-15 -1.77 -2.60 -0.62 1.91 -2.01 10.34 9.74
MSCI EAFE NR USD 07-03-15 -2.64 -3.44 -0.34 5.88 -5.04 11.53 9.62
MSCI EAFE PR LCL 07-03-15 -2.37 -3.35 -2.56 8.08 10.08 14.61 8.69
MSCI EASEA PR LCL 07-03-15 -2.76 -3.85 -4.66 5.75 5.07 11.25 7.36
MSCI EM Latin America PR USD 07-03-15 -2.20 -1.93 -2.32 -8.76 -26.79 -11.66 -7.68
MSCI EM PR LCL 07-03-15 -1.42 -2.56 -2.08 3.77 1.81 5.33 4.35
MSCI EM PR USD 07-03-15 -1.66 -3.17 -3.02 0.84 -9.21 0.26 1.09
MSCI Europe NR USD 07-03-15 -3.79 -4.52 -0.92 4.03 -8.78 11.78 10.00
MSCI Europe PR LCL 07-03-15 -3.22 -4.31 -4.91 6.14 3.29 11.52 7.76
MSCI Hong Kong PR USD 07-03-15 -1.40 -4.46 3.58 10.15 7.39 12.06 9.38
MSCI Japan NR USD 07-03-15 -0.07 -0.38 2.60 14.75 8.91 13.35 9.11
MSCI Japan PR LCL 07-03-15 -1.06 -1.60 4.99 16.48 28.70 28.43 14.44
MSCI North America NR USD 07-03-15 -1.20 -1.75 0.67 1.53 4.75 15.63 16.06
MSCI Pacific Ex Japan NR USD 07-03-15 -1.34 -3.55 -2.77 0.24 -8.12 6.93 8.82
MSCI Pacific Ex Japan PR LCL 07-03-15 -0.37 -1.44 -3.32 3.71 3.92 9.89 5.72
MSCI Pacific NR USD 07-03-15 -0.50 -1.47 0.74 9.43 2.55 11.03 9.05
MSCI Pacific PR LCL 07-03-15 -0.83 -1.55 2.04 11.87 20.06 20.84 10.87
MSCI World ex USA NR USD 07-03-15 -2.61 -3.47 -0.50 4.69 -6.02 10.65 9.08
MSCI World Ex USA PR LCL 07-03-15 -2.24 -3.32 -2.57 7.36 7.22 13.93 8.35
Nikkei 225 Average PR JPY 07-03-15 -0.80 0.32 5.68 17.70 33.82 31.34 17.42
S&P BSE SENSEX India INR 07-03-15 1.01 4.68 -0.59 2.16 8.79 17.26 9.98
S&P/ASX All Ordinaries PR 07-03-15 -0.15 -1.08 -5.82 2.59 0.88 9.88 5.33
S&P/TSX Composite PR 07-03-15 -0.85 -3.12 -2.29 0.34 -3.45 7.41 5.57
Shanghai SE Composite PR CNY 07-03-15 -12.07 -24.91 -4.58 13.98 78.70 18.26 9.12
SIX SMI CHF 07-03-15 -1.05 -3.68 -2.38 -0.79 2.51 12.90 8.33
SIX SMI TR CHF 07-03-15 -1.05 -3.68 -0.75 2.12 5.63 16.34 11.86
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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