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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 08-26-14 0.95 1.29 5.75 9.60 23.25 21.77 16.27
Morningstar Large Core TR USD 08-26-14 0.71 0.97 4.51 8.74 20.18 23.24 16.96
Morningstar Large Growth TR USD 08-26-14 1.00 2.97 7.96 11.58 29.19 22.64 17.98
Morningstar Large Value TR USD 08-26-14 1.15 -0.09 4.76 8.48 20.36 19.60 14.01
Morningstar Mid Cap TR USD 08-26-14 1.02 1.96 5.98 9.75 22.69 23.02 19.37
Morningstar Mid Core TR USD 08-26-14 0.88 1.71 5.88 11.56 25.07 24.07 20.26
Morningstar Mid Growth TR USD 08-26-14 1.37 3.22 7.20 7.95 19.70 19.65 18.91
Morningstar Mid Value TR USD 08-26-14 0.81 0.95 4.79 10.01 23.68 25.47 18.93
Morningstar Small Cap TR USD 08-26-14 1.17 2.55 5.05 4.64 17.27 22.00 18.24
Morningstar Small Core TR USD 08-26-14 1.12 2.47 4.88 6.31 19.15 21.32 17.82
Morningstar Small Growth TR USD 08-26-14 1.47 3.19 5.63 0.65 12.72 20.68 18.05
Morningstar Small Value TR USD 08-26-14 0.92 2.01 4.70 6.93 19.97 24.05 18.80
Morningstar US Core TR USD 08-26-14 0.78 1.22 4.81 9.12 21.08 23.27 17.74
Morningstar US Growth TR USD 08-26-14 1.10 3.04 7.65 10.12 26.06 21.90 18.23
Morningstar US Market TR USD 08-26-14 0.98 1.51 5.74 9.29 22.72 22.05 17.07
Morningstar US Value TR USD 08-26-14 1.07 0.25 4.77 8.67 21.02 21.10 15.34
Morningstar Wide Moat Focus TR USD 08-26-14 1.92 3.62 6.81 10.34 22.61 25.55 17.86
Domestic Indexes
DJ Industrial Average TR USD 08-26-14 1.17 1.17 3.61 4.83 17.13 17.86 15.34
NASDAQ Composite PR USD 08-26-14 0.95 2.72 9.19 9.43 24.96 22.61 17.69
NYSE Composite PR 08-26-14 0.88 0.36 3.22 6.01 16.89 15.02 10.51
Russell 2000 TR USD 08-26-14 1.11 2.76 4.69 1.79 14.64 21.00 16.56
S&P 500 TR USD 08-26-14 0.95 1.31 5.76 9.66 23.24 21.96 16.66
S&P MidCap 400 TR 08-26-14 1.01 2.21 5.15 7.83 19.54 21.53 18.53
Bond Indexes
Barclays US Agg Bond TR USD 08-26-14 0.13 0.45 0.98 4.50 5.64 2.84 4.48
Barclays US Government TR USD 08-26-14 0.01 0.43 0.73 3.25 3.53 1.62 3.38
Barclays US MBS TR USD 08-26-14 0.11 0.42 0.75 4.18 5.40 2.15 3.69
BofAML US HY Master II TR USD 08-26-14 0.22 0.55 1.26 5.75 10.72 10.79 12.24
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 08-26-14 0.13 0.81 1.49 7.19 9.81 4.80 5.45
Foreign Indexes
DJ Malaysia PR USD 08-26-14 -0.85 -0.29 2.94 5.26 13.72 7.26 12.63
Euronext BEL 20 PR EUR 08-27-14 2.03 1.35 1.78 9.79 18.97 13.93 6.20
Euronext Paris CAC 40 NR EUR 08-27-14 3.64 1.49 -2.51 4.23 13.34 15.60 6.81
Euronext Paris CAC 40 PR EUR 08-27-14 3.64 1.49 -2.97 2.31 10.75 12.49 3.79
FSE DAX PR EUR 08-27-14 2.74 -0.77 -3.83 -2.54 12.94 16.16 8.27
FSE DAX TR EUR 08-27-14 2.74 -0.77 -3.73 0.18 16.10 20.00 11.83
FTSE 100 PR GBP 08-27-14 1.11 0.58 -0.21 1.21 6.05 10.01 7.00
FTSE 100 TR GBP 08-27-14 1.14 1.29 0.84 4.04 9.87 14.16 10.89
FTSE 250 PR GBP 08-27-14 1.75 2.12 1.14 0.56 8.51 17.03 12.99
Hang Seng Hong Kong Composite PR HKD 08-27-14 -0.53 2.53 8.73 4.73 13.19 7.51 4.09
Hang Seng HSI PR HKD 08-27-14 -0.41 3.47 9.20 7.51 14.54 8.56 4.36
MSCI AC Far East Ex Japan PR USD 08-27-14 -0.01 1.51 6.43 8.31 18.37 7.37 7.62
MSCI ACWI PR USD 08-26-14 0.76 0.14 2.89 5.65 16.32 13.20 9.37
MSCI EAFE NR USD 08-27-14 1.13 -0.97 -0.27 3.16 14.65 13.30 8.57
MSCI EAFE PR LCL 08-27-14 1.53 0.48 1.14 2.34 11.95 13.83 5.56
MSCI EASEA PR LCL 08-27-14 1.81 0.56 -0.23 3.66 11.85 12.70 5.81
MSCI EM Latin America PR USD 08-26-14 0.87 0.53 6.85 11.51 15.09 -2.04 1.12
MSCI EM PR LCL 08-26-14 0.49 1.54 5.45 7.89 15.12 7.92 5.69
MSCI EM PR USD 08-26-14 0.31 0.84 4.41 8.49 16.62 3.68 5.01
MSCI Europe NR USD 08-27-14 1.69 -1.10 -2.78 2.50 16.07 14.84 9.09
MSCI Europe PR LCL 08-27-14 2.19 0.44 -0.94 3.07 11.73 13.38 6.01
MSCI Hong Kong PR USD 08-27-14 -1.76 2.72 7.78 9.02 18.32 10.45 8.93
MSCI Japan NR USD 08-27-14 -0.12 -1.84 5.08 -0.32 6.90 9.91 5.53
MSCI Japan PR LCL 08-27-14 0.44 0.16 6.88 -2.41 12.28 19.09 5.70
MSCI North America NR USD 08-26-14 0.92 1.16 5.68 9.45 22.33 19.92 15.46
MSCI Pacific Ex Japan NR USD 08-27-14 0.27 1.24 5.16 12.34 19.95 11.63 11.92
MSCI Pacific Ex Japan PR LCL 08-27-14 -0.08 1.24 3.56 6.22 11.91 9.99 5.36
MSCI Pacific NR USD 08-27-14 0.03 -0.67 5.11 4.25 11.64 10.58 7.81
MSCI Pacific PR LCL 08-27-14 0.24 0.57 5.59 0.65 12.11 15.19 5.19
MSCI World ex USA NR USD 08-26-14 0.73 -1.07 0.10 3.87 14.01 12.58 8.46
MSCI World Ex USA PR LCL 08-26-14 1.33 0.45 1.71 3.36 11.57 13.18 5.52
Nikkei 225 Average PR JPY 08-27-14 0.52 0.50 6.14 -4.64 14.71 20.87 8.20
S&P BSE SENSEX India INR 08-27-14 0.93 1.66 8.19 25.46 47.82 18.78 10.97
S&P/ASX All Ordinaries PR 08-27-14 0.35 1.34 2.88 5.53 10.10 9.77 4.85
S&P/TSX Composite PR 08-26-14 0.92 1.06 6.14 14.67 22.40 8.21 7.44
Shanghai SE Composite PR CNY 08-27-14 -1.37 3.90 8.60 4.42 5.03 -5.43 -5.59
SIX SMI CHF 08-27-14 1.66 1.15 -0.47 5.69 9.94 17.66 7.04
SIX SMI TR CHF 08-27-14 1.66 1.17 -0.42 8.90 13.36 21.48 10.47
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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