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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 02-09-10 -2.87 -6.34 -1.93 -3.87 23.83 -7.00 0.12
Morningstar Large Core TR USD 02-09-10 -2.59 -4.80 -1.24 -3.07 24.78 -4.66 1.32
Morningstar Large Growth TR USD 02-09-10 -1.92 -7.67 -1.60 -5.59 30.64 -4.59 0.21
Morningstar Large Value TR USD 02-09-10 -4.01 -6.64 -2.96 -3.05 16.16 -12.04 -1.65
Morningstar Mid Cap TR USD 02-09-10 -3.21 -6.70 0.92 -3.53 37.09 -7.01 1.95
Morningstar Mid Core TR USD 02-09-10 -3.11 -6.85 1.03 -3.41 36.26 -7.22 1.51
Morningstar Mid Growth TR USD 02-09-10 -2.95 -7.43 0.13 -4.42 32.59 -5.91 2.71
Morningstar Mid Value TR USD 02-09-10 -3.56 -5.84 1.56 -2.81 42.57 -8.30 1.30
Morningstar Small Cap TR USD 02-09-10 -3.19 -7.29 1.49 -3.94 39.39 -6.52 1.48
Morningstar Small Core TR USD 02-09-10 -3.17 -7.07 0.84 -3.61 40.98 -7.51 1.45
Morningstar Small Growth TR USD 02-09-10 -3.06 -8.19 -0.49 -5.48 29.93 -6.61 0.40
Morningstar Small Value TR USD 02-09-10 -3.33 -6.67 4.06 -2.83 47.62 -5.94 2.23
Morningstar US Core TR USD 02-09-10 -2.75 -5.42 -0.63 -3.18 28.03 -5.21 1.46
Morningstar US Growth TR USD 02-09-10 -2.21 -7.66 -1.17 -5.35 30.97 -4.98 0.81
Morningstar US Market TR USD 02-09-10 -2.96 -6.48 -1.11 -3.81 27.49 -6.91 0.63
Morningstar US Value TR USD 02-09-10 -3.87 -6.48 -1.55 -2.99 23.21 -10.82 -0.73
Morningstar Wide Moat 100 TR USD 02-09-10 -2.58 -5.00 -0.55 -3.38 23.44 -6.14 -0.33
Morningstar Wide Moat Focus TR USD 02-09-10 -3.38 -6.61 0.36 -4.09 46.16 2.53 7.27
               
Domestic Indexes                
DJ Industrial Average TR USD 02-09-10 -2.19 -5.09 -0.97 -3.28 25.41 -4.57 1.44
NASDAQ Composite PR USD 02-09-10 -1.79 -7.18 -0.15 -5.21 35.14 -4.38 0.94
NYSE Composite PR 02-09-10 -3.75 -7.95 -4.21 -4.87 24.73 -9.73 -0.93
Russell 2000 TR USD 02-09-10 -3.06 -7.60 0.82 -4.76 29.12 -8.36 0.33
S&P 500 TR 02-09-10 -2.90 -6.39 -1.58 -3.83 25.94 -7.33 -0.07
S&P MidCap 400 TR 02-09-10 -3.07 -6.70 0.84 -3.42 34.70 -4.58 2.83
               
Bond Indexes                
BarCap US Agg Bond TR USD 02-09-10 -0.01 0.94 1.26 1.47 8.71 6.45 4.99
BarCap US Government TR USD 02-09-10 0.12 1.11 0.62 1.47 2.15 6.57 4.88
BarCap US MBS TR USD 02-09-10 0.10 1.07 1.18 1.48 7.19 7.41 5.90
ML US HY Master II TR USD 02-09-10 -1.13 -1.64 4.34 0.34 48.57 5.27 6.23
USTREAS T-Bill Auction Ave 3 Mon 01-31-10 --- 0.01 0.02 0.01 0.16 1.98 2.91
USTREAS T-Bill Cnst Mat Rate 10 Yr 01-31-10 --- 2.15 -1.01 2.15 -3.21 7.03 4.87
               
Municipal Indexes                  
BarCap Municipal TR USD 02-09-10 0.42 0.87 2.23 1.09 8.89 4.72 4.16
               
Foreign Indexes                
BSE SENSEX India INR 02-09-10 -0.75 -8.54 -2.77 -8.15 67.39 3.33 19.46
DJ Malaysia PR USD 02-09-10 -2.91 -6.36 -3.93 -3.01 44.40 -0.20 8.17
Euronext BEL 20 PR EUR 02-10-10 -4.60 -6.89 -2.12 -3.92 28.07 -18.87 -4.75
Euronext Paris CAC 40 PR EUR 02-10-10 -4.76 -10.69 -4.57 -8.22 19.60 -14.06 -1.87
Euronext Paris CAC 40 TR EUR 02-09-10 -5.23 -10.69 -3.98 -8.22 20.16 -10.86 1.40
FSE DAX PR EUR 02-10-10 -2.30 -8.47 -1.55 -7.24 17.89 -10.28 1.81
FSE DAX TR EUR 02-10-10 -2.31 -8.22 -1.28 -6.98 22.99 -7.10 5.00
FTSE 100 PR GBP 02-09-10 -3.25 -7.63 -2.36 -5.56 18.67 -7.13 0.48
FTSE 100 TR GBP 02-09-10 -3.12 -7.46 -1.75 -5.39 23.53 -3.38 4.29
FTSE 250 PR GBP 02-09-10 -4.86 -6.91 -1.98 -3.08 35.44 -7.84 4.19
Hang Seng Hong Kong Composite TR HKD 02-10-10 -3.83 -9.91 -8.35 -7.99 46.13 -0.78 9.33
Hang Seng HSI PR HKD 02-10-10 -3.86 -10.65 -10.53 -8.97 43.53 -1.23 7.55
MSCI AC Far East Ex Japan USD 02-09-10 -1.86 -10.52 -4.93 -8.34 55.30 -1.70 7.57
MSCI AC World USD 02-09-10 -3.77 -8.43 -4.94 -6.07 29.08 -9.15 0.08
MSCI EAFE LCL 02-09-10 -3.90 -7.97 -2.59 -5.78 19.27 -13.70 -1.41
MSCI EAFE NR USD 02-09-10 -4.83 -9.58 -7.60 -7.47 30.55 -9.20 2.27
MSCI EASEA LCL 02-09-10 -3.94 -8.33 -3.77 -6.46 20.82 -11.40 -0.37
MSCI EM Latin America USD 02-09-10 -4.16 -12.77 -8.84 -9.73 62.18 6.44 19.21
MSCI EM LCL 02-09-10 -2.60 -8.22 -3.11 -6.67 45.21 0.10 10.28
MSCI EM USD 02-09-10 -3.38 -10.60 -5.31 -8.17 60.88 -0.56 10.49
MSCI Europe LCL 02-09-10 -4.37 -8.42 -3.84 -6.40 18.63 -12.09 -0.88
MSCI Europe NR USD 02-09-10 -5.98 -11.42 -10.73 -9.84 29.43 -10.04 2.04
MSCI Hong Kong USD 02-09-10 -1.19 -8.85 -6.34 -6.61 48.35 -3.79 5.18
MSCI Japan JPY 02-09-10 -3.72 -6.52 2.13 -3.03 14.23 -20.57 -4.51
MSCI Japan NR USD 02-09-10 -2.68 -2.79 2.72 0.99 19.18 -10.53 0.15
MSCI North America NR USD 02-09-10 -2.88 -6.65 -1.79 -4.06 26.70 -7.15 0.24
MSCI Pacific Ex Japan LCL 02-09-10 -1.53 -7.81 -3.35 -6.82 36.36 -6.78 3.17
MSCI Pacific Ex Japan NR USD 02-09-10 -2.42 -11.22 -7.37 -8.83 67.83 -0.73 8.79
MSCI Pacific LCL 02-09-10 -2.96 -7.02 0.08 -4.48 20.87 -16.55 -2.13
MSCI Pacific NR USD 02-09-10 -2.59 -5.92 -1.06 -2.68 32.71 -7.52 2.71
MSCI World Ex US NR USD 02-09-10 -4.60 -9.56 -7.25 -7.39 31.56 -8.45 2.83
MSCI World Ex USA LCL 02-09-10 -3.64 -7.79 -2.60 -5.67 19.53 -12.98 -0.94
Nikkei 225 Average PR JPY 02-10-10 -4.23 -7.73 0.94 -5.52 25.40 -17.12 -2.92
S&P/ASX All Ordinaries PR 02-10-10 -3.00 -8.28 -4.45 -7.16 32.21 -8.41 1.99
S&P/TSX Composite PR 02-09-10 -1.18 -5.69 -1.85 -4.02 24.61 -4.84 3.70
Shanghai SE Composite PR CNY 02-09-10 0.48 -7.73 -7.14 -10.02 32.55 2.60 18.37
SWX SMI CHF 02-10-10 -2.91 -3.85 -0.10 -2.79 23.68 -11.86 1.62
SWX SMI TR CHF 02-09-10 -3.59 -4.58 -1.10 -3.53 26.36 -9.62 3.99
               
D
dollars		 USD
in dollars		 NR
net dividends reinvested		 TR
total return		 LCL
in local currency		 PR
price change
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