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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 04-24-15 1.88 1.49 3.67 3.55 15.17 17.80 14.03
Morningstar Large Core TR USD 04-24-15 2.00 1.25 1.36 1.09 15.11 19.35 14.84
Morningstar Large Growth TR USD 04-24-15 2.61 0.88 6.82 8.00 22.48 19.25 15.72
Morningstar Large Value TR USD 04-24-15 0.92 2.48 2.69 1.34 7.83 14.85 11.55
Morningstar Mid Cap TR USD 04-24-15 1.18 1.01 5.87 5.78 15.40 19.80 15.15
Morningstar Mid Core TR USD 04-24-15 1.15 0.42 5.16 4.91 17.02 19.88 16.31
Morningstar Mid Growth TR USD 04-24-15 1.47 1.51 8.40 9.27 19.13 18.81 15.15
Morningstar Mid Value TR USD 04-24-15 0.91 1.15 4.04 3.16 10.08 20.74 13.93
Morningstar Small Cap TR USD 04-24-15 1.04 -0.10 6.03 4.95 11.78 18.29 13.53
Morningstar Small Core TR USD 04-24-15 1.39 -0.31 5.72 4.67 11.11 18.05 12.76
Morningstar Small Growth TR USD 04-24-15 0.96 0.33 7.94 7.90 14.72 18.30 14.91
Morningstar Small Value TR USD 04-24-15 0.78 -0.30 4.53 2.45 9.68 18.53 12.95
Morningstar US Core TR USD 04-24-15 1.78 0.97 2.42 2.11 15.23 19.37 15.01
Morningstar US Growth TR USD 04-24-15 2.28 0.97 7.20 8.24 21.29 19.09 15.60
Morningstar US Market TR USD 04-24-15 1.68 1.28 4.27 4.09 15.00 18.25 14.24
Morningstar US Value TR USD 04-24-15 0.90 1.99 3.10 1.79 8.44 16.30 12.13
Morningstar Wide Moat Focus TR USD 04-24-15 0.46 4.03 6.72 1.98 8.25 17.79 13.90
Domestic Indexes
DJ Industrial Average TR USD 04-24-15 1.45 0.49 2.88 2.13 12.12 14.42 12.90
NASDAQ Composite PR USD 04-24-15 3.25 1.95 7.02 7.52 22.75 19.80 15.01
NYSE Composite PR 04-24-15 1.22 1.57 3.75 3.26 5.83 11.90 7.76
Russell 2000 TR USD 04-24-15 1.26 0.43 6.96 5.59 12.23 18.27 12.81
S&P 500 TR USD 04-24-15 1.77 1.38 3.74 3.47 15.04 18.06 14.10
S&P MidCap 400 TR 04-24-15 1.20 0.30 5.75 6.05 14.18 18.32 14.19
Bond Indexes
Barclays US Agg Bond TR USD 04-24-15 -0.24 0.11 0.34 1.85 5.32 2.87 4.38
Barclays US Government TR USD 04-24-15 -0.33 -0.08 -0.11 1.68 4.92 1.95 3.79
Barclays US MBS TR USD 04-24-15 -0.06 0.27 0.73 1.32 5.13 2.43 3.64
BofAML US HY Master II TR USD 04-24-15 0.24 1.56 3.54 3.90 2.84 7.83 8.26
USTREAS T-Bill Auction Ave 3 Mon 03-31-15 --- 0.00 0.00 0.00 0.02 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 03-31-15 --- 0.71 2.50 2.50 9.63 3.00 5.73
Municipal Indexes
Barclays Municipal TR USD 04-24-15 -0.20 -0.20 -0.44 0.92 5.33 3.63 4.91
Foreign Indexes
DJ Malaysia PR USD 04-24-15 1.87 4.55 3.69 3.57 -9.25 0.07 4.62
Euronext BEL 20 PR EUR 04-24-15 0.39 0.92 8.43 15.67 21.44 19.91 7.52
Euronext Paris CAC 40 NR EUR 04-24-15 1.25 2.34 12.35 22.05 18.84 21.09 8.69
Euronext Paris CAC 40 PR EUR 04-24-15 1.13 2.22 12.08 21.74 16.12 17.96 5.65
FSE DAX PR EUR 04-24-15 0.86 -2.08 10.06 19.53 20.24 17.68 9.89
FSE DAX TR EUR 04-24-15 1.05 -1.62 10.90 20.45 23.69 21.47 13.54
FTSE 100 PR GBP 04-24-15 1.09 0.73 3.48 7.69 5.49 7.39 4.32
FTSE 100 TR GBP 04-24-15 1.23 1.10 4.80 9.16 9.37 11.43 8.14
FTSE 250 PR GBP 04-24-15 0.89 0.85 7.72 10.22 10.87 16.30 10.83
Hang Seng Hong Kong Composite PR HKD 04-24-15 1.32 17.70 16.52 20.96 26.23 11.46 5.65
Hang Seng HSI PR HKD 04-24-15 1.47 14.99 12.92 18.88 24.37 10.71 5.72
MSCI AC Far East Ex Japan PR USD 04-24-15 1.63 10.40 10.68 14.72 14.70 7.72 5.67
MSCI ACWI PR USD 04-24-15 1.74 2.25 5.57 5.86 6.90 10.97 7.09
MSCI EAFE NR USD 04-24-15 2.03 2.08 9.03 9.84 2.90 12.04 7.15
MSCI EAFE PR LCL 04-24-15 1.25 1.18 10.38 13.45 17.88 16.04 6.56
MSCI EASEA PR LCL 04-24-15 1.00 0.94 9.04 12.99 12.88 13.56 5.79
MSCI EM Latin America PR USD 04-24-15 4.54 9.51 0.44 0.21 -16.15 -11.27 -8.20
MSCI EM PR LCL 04-24-15 1.42 7.38 8.60 11.99 15.03 6.89 4.31
MSCI EM PR USD 04-24-15 1.71 8.41 7.02 10.90 5.58 1.60 0.70
MSCI Europe NR USD 04-24-15 2.16 1.47 7.25 7.92 -2.18 12.38 7.20
MSCI Europe PR LCL 04-24-15 1.09 0.59 9.26 13.55 13.56 14.24 6.14
MSCI Hong Kong PR USD 04-24-15 0.66 11.24 9.69 14.43 15.49 11.81 8.76
MSCI Japan NR USD 04-24-15 2.16 3.46 14.98 16.73 21.67 13.31 7.42
MSCI Japan PR LCL 04-24-15 2.10 2.00 15.34 15.08 39.34 26.41 10.39
MSCI North America NR USD 04-24-15 1.66 1.60 4.14 3.56 13.52 16.39 12.62
MSCI Pacific Ex Japan NR USD 04-24-15 1.22 2.72 7.97 8.10 1.10 8.36 6.83
MSCI Pacific Ex Japan PR LCL 04-24-15 0.65 2.69 7.69 9.98 8.63 10.48 4.51
MSCI Pacific NR USD 04-24-15 1.83 3.20 12.43 13.56 13.60 11.48 7.23
MSCI Pacific PR LCL 04-24-15 1.59 2.25 12.54 13.26 26.86 19.81 7.83
MSCI World ex USA NR USD 04-24-15 1.92 2.36 8.88 9.03 2.62 11.28 6.71
MSCI World Ex USA PR LCL 04-24-15 1.18 1.27 9.87 12.74 16.90 15.36 6.36
Nikkei 225 Average PR JPY 04-24-15 1.87 1.56 14.32 14.72 38.98 28.35 12.90
S&P BSE SENSEX India INR 04-24-15 -3.53 -2.57 -6.29 -0.22 19.94 16.83 9.17
S&P/ASX All Ordinaries PR 04-24-15 0.94 -0.47 8.02 9.62 7.09 10.03 3.75
S&P/TSX Composite PR 04-24-15 0.31 2.17 4.26 5.30 5.87 8.75 4.71
Shanghai SE Composite PR CNY 04-24-15 2.48 19.02 31.09 35.83 113.59 22.52 8.05
SIX SMI CHF 04-24-15 0.61 0.10 13.98 3.55 10.62 14.95 6.57
SIX SMI TR CHF 04-24-15 1.38 1.23 16.69 6.01 13.97 18.45 10.01
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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