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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 02-25-15 0.74 3.10 2.73 2.98 16.97 18.02 16.06
Morningstar Large Core TR USD 02-25-15 0.84 1.51 1.90 1.25 19.20 20.03 16.97
Morningstar Large Growth TR USD 02-25-15 1.12 5.36 5.43 6.53 19.79 19.12 17.64
Morningstar Large Value TR USD 02-25-15 0.18 2.32 0.66 0.97 11.88 14.97 13.58
Morningstar Mid Cap TR USD 02-25-15 0.70 4.80 4.49 4.70 14.16 18.79 18.11
Morningstar Mid Core TR USD 02-25-15 0.59 4.95 4.95 4.71 17.35 19.33 19.46
Morningstar Mid Growth TR USD 02-25-15 1.27 5.79 5.34 6.64 11.97 16.80 17.61
Morningstar Mid Value TR USD 02-25-15 0.24 3.61 3.13 2.73 13.49 20.27 17.20
Morningstar Small Cap TR USD 02-25-15 0.77 4.41 4.04 3.34 9.57 16.74 16.92
Morningstar Small Core TR USD 02-25-15 0.62 4.04 3.27 3.01 10.48 16.44 16.25
Morningstar Small Growth TR USD 02-25-15 1.17 5.66 6.39 5.63 6.76 16.25 17.96
Morningstar Small Value TR USD 02-25-15 0.52 3.58 2.57 1.52 11.42 17.52 16.56
Morningstar US Core TR USD 02-25-15 0.77 2.38 2.62 2.07 18.23 19.65 17.47
Morningstar US Growth TR USD 02-25-15 1.15 5.46 5.48 6.49 17.31 18.45 17.72
Morningstar US Market TR USD 02-25-15 0.73 3.53 3.17 3.35 15.90 18.10 16.57
Morningstar US Value TR USD 02-25-15 0.22 2.68 1.30 1.37 12.20 16.22 14.53
Morningstar Wide Moat Focus TR USD 02-25-15 0.47 5.08 -1.84 0.41 10.69 16.97 16.20
Domestic Indexes
DJ Industrial Average TR USD 02-25-15 1.11 3.43 2.93 2.67 15.28 14.79 14.95
NASDAQ Composite PR USD 02-25-15 1.24 4.40 4.39 4.88 15.85 18.78 17.33
NYSE Composite PR 02-25-15 0.49 3.06 0.80 2.57 7.38 10.90 9.65
Russell 2000 TR USD 02-25-15 0.60 3.98 4.43 2.66 6.61 15.89 15.93
S&P 500 TR USD 02-25-15 0.73 3.28 2.81 3.01 16.94 18.18 16.32
S&P MidCap 400 TR 02-25-15 0.59 4.30 4.67 4.59 13.06 17.18 17.18
Bond Indexes
Barclays US Agg Bond TR USD 02-25-15 0.53 -0.26 1.58 1.23 5.42 2.84 4.36
Barclays US Government TR USD 02-25-15 0.50 -0.66 1.57 1.13 4.64 1.88 3.60
Barclays US MBS TR USD 02-25-15 0.23 0.04 0.89 0.62 4.95 2.42 3.58
BofAML US HY Master II TR USD 02-25-15 0.57 2.41 1.11 2.76 2.86 7.66 9.16
USTREAS T-Bill Auction Ave 3 Mon 01-31-15 --- 0.00 0.01 0.00 0.03 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 01-31-15 --- 4.64 6.72 4.64 11.82 2.59 5.92
Municipal Indexes
Barclays Municipal TR USD 02-25-15 0.10 -0.68 1.41 0.67 6.94 3.74 5.01
Foreign Indexes
DJ Malaysia PR USD 02-25-15 0.97 0.93 -8.20 0.81 -9.62 -1.20 6.71
Euronext BEL 20 PR EUR 02-26-15 2.45 4.62 13.79 13.05 21.53 17.97 8.11
Euronext Paris CAC 40 NR EUR 02-26-15 1.60 5.04 12.52 14.95 14.23 15.26 8.77
Euronext Paris CAC 40 PR EUR 02-26-15 1.60 5.04 12.28 14.93 11.68 12.30 5.77
FSE DAX PR EUR 02-26-15 2.96 4.57 13.88 15.16 14.04 14.41 11.45
FSE DAX TR EUR 02-26-15 2.96 4.90 14.24 15.52 17.24 18.17 15.14
FTSE 100 PR GBP 02-26-15 0.88 1.42 3.28 5.84 2.21 5.40 5.35
FTSE 100 TR GBP 02-26-15 0.92 1.81 3.86 6.36 5.82 9.31 9.13
FTSE 250 PR GBP 02-26-15 1.17 4.73 9.26 7.24 4.72 14.38 13.04
Hang Seng Hong Kong Composite PR HKD 02-26-15 0.48 0.16 2.41 4.11 9.09 4.46 3.25
Hang Seng HSI PR HKD 02-26-15 0.19 -0.12 3.18 5.40 10.88 5.14 3.84
MSCI AC Far East Ex Japan PR USD 02-26-15 1.09 0.54 2.23 4.25 8.16 3.39 5.46
MSCI ACWI PR USD 02-25-15 0.99 3.64 1.57 3.92 6.15 9.31 8.60
MSCI EAFE NR USD 02-26-15 0.95 5.12 2.01 6.19 0.24 9.21 7.72
MSCI EAFE PR LCL 02-26-15 1.57 5.42 7.51 8.99 12.27 12.86 7.19
MSCI EASEA PR LCL 02-26-15 1.50 4.62 7.48 9.26 9.46 10.66 6.48
MSCI EM Latin America PR USD 02-25-15 0.08 -2.63 -14.47 -2.85 -9.31 -14.60 -7.13
MSCI EM PR LCL 02-25-15 0.66 1.61 2.22 4.79 11.51 3.60 4.44
MSCI EM PR USD 02-25-15 0.79 0.19 -1.61 3.82 3.90 -2.39 1.47
MSCI Europe NR USD 02-26-15 0.83 4.51 0.97 5.82 -2.70 9.73 8.21
MSCI Europe PR LCL 02-26-15 1.75 4.67 7.83 9.75 9.53 10.94 6.89
MSCI Hong Kong PR USD 02-26-15 -0.21 0.14 -0.05 5.13 10.36 7.35 7.75
MSCI Japan NR USD 02-26-15 1.54 7.62 6.25 8.53 7.94 9.30 6.58
MSCI Japan PR LCL 02-26-15 1.83 8.44 7.74 8.02 23.81 22.16 10.86
MSCI North America NR USD 02-25-15 0.70 3.40 2.15 2.83 14.79 16.16 14.76
MSCI Pacific Ex Japan NR USD 02-26-15 0.62 4.33 0.54 4.43 3.34 6.49 7.70
MSCI Pacific Ex Japan PR LCL 02-26-15 0.11 4.72 5.93 7.10 8.82 9.48 4.93
MSCI Pacific NR USD 02-26-15 1.21 6.42 4.13 7.02 6.28 8.27 7.00
MSCI Pacific PR LCL 02-26-15 1.21 7.07 7.08 7.70 17.91 16.86 8.27
MSCI World ex USA NR USD 02-25-15 1.52 5.35 1.54 5.50 -0.32 8.49 7.72
MSCI World Ex USA PR LCL 02-25-15 1.32 5.23 6.39 7.97 11.01 12.03 7.09
Nikkei 225 Average PR JPY 02-26-15 2.85 7.54 8.07 7.65 25.48 24.87 13.16
S&P BSE SENSEX India INR 02-26-15 -2.43 -1.82 1.27 4.54 36.97 17.05 11.84
S&P/ASX All Ordinaries PR 02-26-15 0.14 7.49 9.25 9.08 7.91 10.23 4.79
S&P/TSX Composite PR 02-25-15 0.10 3.04 1.03 4.07 7.33 6.17 5.54
Shanghai SE Composite PR CNY 02-26-15 1.58 -2.51 26.65 1.97 61.58 10.58 1.57
SIX SMI CHF 02-26-15 1.68 9.08 -0.10 0.74 6.05 13.53 6.16
SIX SMI TR CHF 02-26-15 1.68 9.10 -0.08 0.76 9.38 17.23 9.59
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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