National & World News

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 12-19-14 3.35 1.19 3.42 14.19 16.65 22.13 15.49
Morningstar Large Core TR USD 12-19-14 2.75 1.95 6.33 17.74 19.86 24.70 17.01
Morningstar Large Growth TR USD 12-19-14 3.18 1.12 3.78 15.28 18.15 23.11 16.08
Morningstar Large Value TR USD 12-19-14 4.18 0.47 0.13 9.60 11.94 18.84 13.42
Morningstar Mid Cap TR USD 12-19-14 3.74 1.24 2.80 12.30 15.34 23.34 17.72
Morningstar Mid Core TR USD 12-19-14 3.45 1.96 4.29 15.95 18.71 24.07 19.01
Morningstar Mid Growth TR USD 12-19-14 3.98 0.64 2.85 10.23 13.40 21.04 16.93
Morningstar Mid Value TR USD 12-19-14 3.81 1.10 1.17 10.94 14.09 24.98 17.19
Morningstar Small Cap TR USD 12-19-14 3.38 2.29 3.42 6.21 9.56 21.43 16.85
Morningstar Small Core TR USD 12-19-14 3.31 1.99 2.89 7.59 10.91 21.70 16.25
Morningstar Small Growth TR USD 12-19-14 3.61 2.89 3.61 2.01 5.36 19.87 17.23
Morningstar Small Value TR USD 12-19-14 3.24 2.01 3.76 8.96 12.32 22.66 17.04
Morningstar US Core TR USD 12-19-14 2.92 1.96 5.68 16.65 18.99 24.35 17.42
Morningstar US Growth TR USD 12-19-14 3.36 1.14 3.59 13.37 16.35 22.47 16.40
Morningstar US Market TR USD 12-19-14 3.43 1.27 3.30 13.26 15.91 22.34 16.07
Morningstar US Value TR USD 12-19-14 4.04 0.70 0.58 9.83 12.42 20.35 14.44
Morningstar Wide Moat Focus TR USD 12-19-14 3.02 -0.67 -0.02 10.72 13.94 23.47 15.99
Domestic Indexes
DJ Industrial Average TR USD 12-19-14 3.04 0.91 3.66 9.93 12.63 17.73 14.42
NASDAQ Composite PR USD 12-19-14 2.40 1.92 4.05 14.10 17.43 23.61 16.59
NYSE Composite PR 12-19-14 3.71 -0.34 -0.90 4.71 7.28 15.10 8.97
Russell 2000 TR USD 12-19-14 3.80 3.43 4.63 4.05 7.65 20.72 15.93
S&P 500 TR USD 12-19-14 3.44 1.25 3.52 14.28 16.79 22.37 15.85
S&P MidCap 400 TR 12-19-14 3.40 1.48 2.54 9.51 12.77 21.71 16.88
Bond Indexes
Barclays US Agg Bond TR USD 12-19-14 -0.27 0.72 1.88 5.77 5.65 2.59 4.21
Barclays US Government TR USD 12-19-14 -0.36 0.74 2.11 4.77 4.51 1.26 3.43
Barclays US MBS TR USD 12-19-14 -0.15 0.51 2.00 5.94 6.01 2.41 3.51
BofAML US HY Master II TR USD 12-19-14 1.06 -1.75 -2.85 1.91 2.23 8.51 8.91
USTREAS T-Bill Auction Ave 3 Mon 11-30-14 --- 0.00 0.00 0.03 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 11-30-14 --- 1.70 2.11 10.26 7.79 1.83 4.29
Municipal Indexes
Barclays Municipal TR USD 12-19-14 -0.25 0.67 1.53 8.78 8.78 4.38 5.05
Foreign Indexes
DJ Malaysia PR USD 12-19-14 -0.06 -9.42 -14.93 -12.85 -12.07 1.99 6.57
Euronext BEL 20 PR EUR 12-22-14 5.18 1.49 1.96 12.30 14.42 17.19 5.70
Euronext Paris CAC 40 NR EUR 12-22-14 6.23 -1.94 -3.85 1.29 3.76 14.41 4.64
Euronext Paris CAC 40 PR EUR 12-22-14 6.22 -2.13 -4.23 -0.97 1.45 11.47 1.76
FSE DAX PR EUR 12-22-14 5.70 1.37 1.19 0.47 2.10 15.20 7.13
FSE DAX TR EUR 12-22-14 5.70 1.37 1.19 3.28 4.95 19.02 10.66
FTSE 100 PR GBP 12-22-14 6.37 -2.58 -2.91 -2.55 -0.45 6.42 4.30
FTSE 100 TR GBP 12-22-14 6.39 -2.52 -2.31 0.88 3.08 10.37 8.06
FTSE 250 PR GBP 12-22-14 4.97 1.91 1.57 0.35 2.27 17.32 11.82
Hang Seng Hong Kong Composite PR HKD 12-22-14 0.88 -0.16 -1.86 -1.28 1.04 8.22 1.85
Hang Seng HSI PR HKD 12-22-14 1.62 -0.16 -2.32 0.40 2.58 8.39 2.10
MSCI AC Far East Ex Japan PR USD 12-22-14 1.43 -0.46 -3.58 0.03 1.93 6.52 3.99
MSCI ACWI PR USD 12-19-14 2.31 -0.88 -2.34 2.36 4.90 13.25 7.41
MSCI EAFE NR USD 12-22-14 3.48 -2.22 -4.83 -4.13 -1.50 11.87 5.88
MSCI EAFE PR LCL 12-22-14 4.47 -0.58 0.51 3.47 5.74 13.71 4.96
MSCI EASEA PR LCL 12-22-14 5.00 -0.92 -1.08 2.28 4.28 10.95 4.14
MSCI EM Latin America PR USD 12-19-14 3.82 -9.42 -20.42 -15.32 -15.04 -8.27 -7.32
MSCI EM PR LCL 12-19-14 0.75 -2.27 -5.11 1.10 2.36 6.02 2.63
MSCI EM PR USD 12-19-14 0.66 -4.58 -10.37 -5.79 -4.65 2.05 -0.12
MSCI Europe NR USD 12-22-14 4.47 -2.31 -5.70 -5.10 -2.21 12.79 5.91
MSCI Europe PR LCL 12-22-14 5.45 -1.18 -1.41 2.21 4.26 11.21 4.40
MSCI Hong Kong PR USD 12-22-14 -0.96 -4.27 -2.99 0.67 2.82 11.06 6.50
MSCI Japan NR USD 12-22-14 1.24 -1.22 -2.35 -3.55 -1.48 10.74 5.44
MSCI Japan PR LCL 12-22-14 2.53 0.75 6.74 8.25 11.56 25.32 9.08
MSCI North America NR USD 12-19-14 3.55 0.72 2.25 12.35 14.87 20.41 14.33
MSCI Pacific Ex Japan NR USD 12-22-14 2.25 -3.57 -4.68 -0.92 1.23 9.33 6.95
MSCI Pacific Ex Japan PR LCL 12-22-14 2.77 0.36 0.25 1.50 3.33 9.91 3.35
MSCI Pacific NR USD 12-22-14 1.60 -2.09 -3.20 -2.56 -0.47 10.24 6.01
MSCI Pacific PR LCL 12-22-14 2.62 0.60 4.22 5.49 8.24 18.88 6.55
MSCI World ex USA NR USD 12-19-14 1.23 -2.38 -6.27 -4.14 -1.06 12.01 5.90
MSCI World Ex USA PR LCL 12-19-14 2.28 -0.55 -1.08 3.21 5.84 13.57 5.13
Nikkei 225 Average PR JPY 12-22-14 3.13 1.60 8.82 8.25 11.12 28.07 11.19
S&P BSE SENSEX India INR 12-22-14 1.40 -2.23 1.82 30.85 31.41 20.55 10.66
S&P/ASX All Ordinaries PR 12-22-14 4.83 2.31 0.86 1.14 2.90 9.34 2.76
S&P/TSX Composite PR 12-19-14 5.37 -3.42 -5.22 6.22 8.03 7.83 4.77
Shanghai SE Composite PR CNY 12-22-14 5.89 25.76 36.58 47.80 50.01 12.67 0.50
SIX SMI CHF 12-22-14 3.68 -0.52 2.45 10.12 11.78 15.67 6.53
SIX SMI TR CHF 12-22-14 3.68 -0.52 2.47 13.57 15.28 19.44 9.97
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
Become a Morningstar Premium Member.?Enjoy our analyst picks and buy-sell opinions on 4,000 stocks, funds and ETFs. Learn more.

© Copyright 2014 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.






 

HamptonRoads.com

PilotOnline.com