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Index Returns
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 11-20-09 0.08 0.79 9.09 22.53 46.70 -5.37 0.99
Morningstar Large Core TR USD 11-20-09 -0.25 0.48 8.58 19.33 42.49 -3.54 2.09
Morningstar Large Growth TR USD 11-20-09 -0.28 1.77 11.87 38.89 63.06 -3.22 0.40
Morningstar Large Value TR USD 11-20-09 0.76 0.21 7.11 11.59 36.54 -9.72 -0.14
Morningstar Mid Cap TR USD 11-20-09 -1.22 -2.81 7.51 31.05 68.02 -6.08 2.31
Morningstar Mid Core TR USD 11-20-09 -1.24 -2.84 7.05 30.79 70.79 -6.24 1.86
Morningstar Mid Growth TR USD 11-20-09 -1.93 -3.02 7.79 33.01 67.68 -5.17 2.98
Morningstar Mid Value TR USD 11-20-09 -0.53 -2.57 7.74 29.23 65.23 -7.24 1.77
Morningstar Small Cap TR USD 11-20-09 -0.79 -3.77 5.69 28.87 66.77 -6.56 1.47
Morningstar Small Core TR USD 11-20-09 -1.08 -4.40 6.23 31.35 72.20 -7.58 1.53
Morningstar Small Growth TR USD 11-20-09 -1.23 -4.29 2.77 24.03 59.44 -6.54 0.48
Morningstar Small Value TR USD 11-20-09 -0.07 -2.64 8.03 31.11 68.69 -6.03 2.04
Morningstar US Core TR USD 11-20-09 -0.51 -0.55 8.10 22.23 48.91 -4.23 2.09
Morningstar US Growth TR USD 11-20-09 -0.69 0.30 10.30 36.49 63.53 -3.83 1.04
Morningstar US Market TR USD 11-20-09 -0.25 -0.30 8.51 24.65 51.88 -5.55 1.34
Morningstar US Value TR USD 11-20-09 0.44 -0.58 7.29 16.29 43.98 -8.91 0.45
Morningstar Wide Moat 100 TR USD 11-19-09 1.32 2.07 11.27 19.34 32.30 -5.01 0.35
Morningstar Wide Moat Focus TR USD 11-19-09 1.18 0.04 8.77 42.13 69.77 3.82 7.87
               
Domestic Indexes                
DJ Industrial Average TR USD 11-20-09 0.63 3.15 11.12 21.13 41.23 -3.07 2.34
NASDAQ Composite PR USD 11-20-09 -1.01 -0.81 7.88 36.08 63.06 -4.35 0.72
NYSE Composite PR 11-20-09 -0.50 -1.03 8.10 23.06 52.31 -7.27 0.39
Russell 2000 TR USD 11-20-09 -0.24 -4.56 3.16 18.67 54.26 -8.26 0.37
S&P 500 TR 11-20-09 -0.13 0.26 8.91 23.52 48.80 -5.90 0.68
S&P MidCap 400 TR 11-20-09 -1.51 -2.88 6.64 29.73 67.89 -3.75 3.27
               
Bond Indexes                
BarCap US Agg Bond TR USD 11-20-09 0.31 0.78 2.67 6.90 12.27 6.41 5.27
BarCap US Government TR USD 11-20-09 0.42 0.44 1.59 -0.71 3.72 6.65 5.28
BarCap US MBS TR USD 11-20-09 0.14 1.12 2.64 6.89 10.07 7.48 6.08
ML US HY Master II TR USD 11-20-09 0.23 0.97 9.97 52.44 63.86 5.18 5.95
USTREAS T-Bill Auction Ave 3 Mon 10-31-09 --- 0.01 0.03 0.15 0.18 2.42 3.02
USTREAS T-Bill Cnst Mat Rate 10 Yr 10-31-09 --- -0.56 1.78 -7.23 8.01 7.19 5.15
               
Municipal Indexes                  
BarCap Municipal TR USD 11-20-09 0.46 0.26 2.70 12.22 11.89 4.26 4.37
               
Foreign Indexes                
BSE SENSEX India INR 11-20-09 1.03 -1.17 13.39 76.44 101.42 8.22 23.35
DJ Malaysia PR USD 11-20-09 -0.06 -0.80 12.74 48.67 57.21 9.29 9.89
Euronext BEL 20 PR EUR 11-23-09 -0.53 -1.00 7.10 32.13 41.39 -15.60 -2.48
Euronext Paris CAC 40 PR EUR 11-23-09 -3.46 -2.07 3.14 15.89 29.44 -11.74 -0.27
Euronext Paris CAC 40 TR EUR 11-20-09 -1.95 -3.27 7.03 20.63 30.66 -8.66 2.96
FSE DAX PR EUR 11-23-09 -1.11 0.00 5.08 14.17 33.06 -7.21 3.64
FSE DAX TR EUR 11-23-09 -1.11 0.00 5.08 19.34 39.08 -3.94 6.89
FTSE 100 PR GBP 11-20-09 -0.85 0.15 10.40 18.43 35.52 -5.41 1.98
FTSE 100 TR GBP 11-20-09 -0.65 0.70 11.24 23.41 41.43 -1.54 5.88
FTSE 250 PR GBP 11-20-09 -2.20 -3.36 7.46 44.13 64.33 -5.10 6.79
Hang Seng Hong Kong Composite TR HKD 11-23-09 -0.76 1.01 12.10 58.17 81.95 6.15 11.62
Hang Seng HSI PR HKD 11-23-09 -0.75 0.80 12.74 58.27 79.88 5.73 10.18
MSCI AC Far East Ex Japan USD 11-20-09 0.60 -0.26 11.91 61.57 99.12 3.62 10.26
MSCI AC World USD 11-20-09 -0.91 -1.61 8.67 28.86 54.04 -6.12 1.49
MSCI EAFE LCL 11-20-09 -1.58 -3.45 2.82 15.60 27.76 -11.09 -0.10
MSCI EAFE NR USD 11-20-09 -1.93 -3.13 7.68 29.61 52.68 -4.75 4.26
MSCI EASEA LCL 11-20-09 -1.18 -2.25 7.35 21.25 34.12 -8.68 1.45
MSCI EM Latin America USD 11-20-09 0.60 1.23 19.47 93.86 126.05 13.70 25.03
MSCI EM LCL 11-20-09 0.63 -0.53 11.01 54.48 79.74 4.36 12.77
MSCI EM USD 11-20-09 0.27 -0.73 15.29 70.20 107.85 4.57 13.79
MSCI Europe LCL 11-20-09 -1.33 -2.13 7.45 19.22 31.55 -9.62 0.89
MSCI Europe NR USD 11-20-09 -1.84 -2.17 11.09 34.77 58.83 -4.93 4.91
MSCI Hong Kong USD 11-23-09 -1.22 -2.33 5.99 54.85 77.19 1.87 6.40
MSCI Japan JPY 11-23-09 -2.56 -6.77 -10.96 -1.60 5.61 -18.81 -4.64
MSCI Japan NR USD 11-23-09 -2.19 -3.67 -4.74 1.92 14.69 -9.84 -0.31
MSCI North America NR USD 11-20-09 -0.22 -0.10 8.80 25.27 51.63 -5.65 0.99
MSCI Pacific Ex Japan LCL 11-20-09 -0.33 -2.92 6.70 35.11 52.24 -1.91 5.26
MSCI Pacific Ex Japan NR USD 11-20-09 -1.65 -3.24 15.86 68.74 108.01 5.97 11.46
MSCI Pacific LCL 11-20-09 -2.09 -6.09 -5.81 9.17 21.16 -13.51 -1.78
MSCI Pacific NR USD 11-20-09 -2.13 -5.09 1.14 19.93 41.13 -4.30 2.90
MSCI World Ex US NR USD 11-20-09 -1.80 -3.01 7.90 31.25 55.18 -4.16 4.74
MSCI World Ex USA LCL 11-20-09 -1.29 -3.13 3.20 16.61 29.48 -10.34 0.40
Nikkei 225 Average PR JPY 11-20-09 -2.79 -8.12 -8.53 7.20 23.30 -15.47 -3.04
S&P/ASX All Ordinaries PR 11-23-09 -0.72 -2.48 10.07 29.51 39.93 -4.50 4.09
S&P/TSX Composite PR 11-20-09 1.50 0.36 8.21 28.84 49.90 -2.30 5.26
Shanghai SE Composite PR CNY 11-20-09 3.79 7.26 13.63 81.70 66.77 17.93 19.11
SWX SMI CHF 11-23-09 -1.24 -0.54 3.32 14.62 23.32 -10.17 2.80
SWX SMI TR CHF 11-20-09 -1.16 -2.33 4.09 17.08 22.12 -8.01 4.82
               
D
dollars		 USD
in dollars		 NR
net dividends reinvested		 TR
total return		 LCL
in local currency		 PR
price change
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