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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 05-21-15 0.46 1.81 1.47 4.31 15.04 19.59 16.75
Morningstar Large Core TR USD 05-21-15 0.15 2.11 1.20 2.14 15.43 21.38 17.43
Morningstar Large Growth TR USD 05-21-15 0.75 1.21 1.44 7.91 20.78 20.35 18.59
Morningstar Large Value TR USD 05-21-15 0.46 2.17 1.80 2.73 8.82 17.10 14.29
Morningstar Mid Cap TR USD 05-21-15 0.97 1.16 1.88 6.52 16.75 22.01 18.16
Morningstar Mid Core TR USD 05-21-15 1.08 2.08 1.87 6.58 18.35 22.18 19.56
Morningstar Mid Growth TR USD 05-21-15 0.77 0.00 2.56 8.90 20.18 20.46 17.81
Morningstar Mid Value TR USD 05-21-15 1.06 1.40 1.20 4.02 11.59 23.45 17.03
Morningstar Small Cap TR USD 05-21-15 0.84 0.14 1.73 4.89 14.43 20.03 16.58
Morningstar Small Core TR USD 05-21-15 1.00 1.61 2.85 5.71 14.63 20.32 15.98
Morningstar Small Growth TR USD 05-21-15 0.91 -0.71 1.96 7.37 17.82 19.61 17.79
Morningstar Small Value TR USD 05-21-15 0.59 -0.52 0.38 1.75 11.07 20.12 15.98
Morningstar US Core TR USD 05-21-15 0.41 2.07 1.45 3.28 15.98 21.47 17.79
Morningstar US Growth TR USD 05-21-15 0.76 0.85 1.69 8.06 20.46 20.32 18.43
Morningstar US Market TR USD 05-21-15 0.59 1.56 1.57 4.79 15.35 20.12 17.05
Morningstar US Value TR USD 05-21-15 0.60 1.81 1.56 2.92 9.54 18.59 14.97
Morningstar Wide Moat Focus TR USD 05-21-15 0.85 1.94 2.72 2.90 9.61 19.98 16.82
               
Domestic Indexes                
DJ Industrial Average TR USD 05-21-15 0.30 2.23 1.40 3.63 13.24 16.35 15.31
NASDAQ Composite PR USD 05-21-15 0.79 1.53 2.72 7.49 23.22 21.37 17.96
NYSE Composite PR 05-21-15 0.29 1.25 1.18 3.69 5.83 14.22 10.65
Russell 2000 TR USD 05-21-15 0.96 -0.48 2.38 4.80 15.38 19.63 15.66
S&P 500 TR USD 05-21-15 0.52 1.83 1.48 4.34 15.18 19.96 16.84
S&P MidCap 400 TR 05-21-15 0.74 1.04 2.09 6.80 15.76 20.35 17.22
               
Bond Indexes                
Barclays US Agg Bond TR USD 05-21-15 0.17 -1.23 0.12 0.60 3.03 2.23 3.72
Barclays US Government TR USD 05-21-15 0.20 -1.23 0.13 0.46 2.84 1.16 2.98
Barclays US MBS TR USD 05-21-15 0.09 -0.47 0.59 0.85 3.45 2.19 3.20
BofAML US HY Master II TR USD 05-21-15 0.10 0.07 1.56 3.89 2.00 8.06 9.04
USTREAS T-Bill Auction Ave 3 Mon 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-15 --- -0.82 -2.86 1.65 7.92 1.81 5.23
               
Municipal Indexes                  
Barclays Municipal TR USD 05-21-15 -0.20 -1.31 -0.83 -0.25 3.00 2.95 4.44
               
Foreign Indexes                
DJ Malaysia PR USD 05-21-15 -1.06 -2.14 0.01 -0.15 -14.11 0.82 5.76
Euronext BEL 20 PR EUR 05-22-15 2.50 -0.75 3.90 14.63 20.38 20.69 9.52
Euronext Paris CAC 40 NR EUR 05-22-15 3.19 -0.34 7.77 21.86 17.35 21.55 11.43
Euronext Paris CAC 40 PR EUR 05-22-15 2.99 -1.31 6.46 20.36 14.84 18.58 8.43
FSE DAX PR EUR 05-22-15 2.80 -2.10 4.84 17.78 18.58 18.83 11.65
FSE DAX TR EUR 05-22-15 3.21 -0.44 6.92 20.49 21.54 22.45 15.18
FTSE 100 PR GBP 05-22-15 1.02 0.05 1.68 7.09 3.10 9.18 6.79
FTSE 100 TR GBP 05-22-15 1.10 0.59 3.03 9.00 6.80 13.23 10.66
FTSE 250 PR GBP 05-22-15 0.96 3.16 6.25 13.10 16.06 19.81 14.00
Hang Seng Hong Kong Composite PR HKD 05-22-15 0.16 -0.13 16.09 20.28 25.26 14.48 7.80
Hang Seng HSI PR HKD 05-22-15 0.55 0.15 12.66 18.52 21.88 13.69 7.44
MSCI AC Far East Ex Japan PR USD 05-22-15 0.55 -1.10 8.92 12.32 10.61 9.61 7.79
MSCI ACWI PR USD 05-21-15 0.34 1.35 2.68 6.13 6.57 13.68 10.05
MSCI EAFE NR USD 05-22-15 -0.62 1.91 5.01 10.63 2.59 14.95 10.53
MSCI EAFE PR LCL 05-22-15 1.83 -0.35 5.04 12.92 16.49 18.06 8.95
MSCI EASEA PR LCL 05-22-15 1.64 -0.83 3.74 11.83 10.87 14.94 8.08
MSCI EM Latin America PR USD 05-21-15 -2.74 1.19 1.01 -2.70 -19.93 -8.32 -5.46
MSCI EM PR LCL 05-21-15 -0.09 -1.42 4.58 8.93 10.14 8.41 5.83
MSCI EM PR USD 05-21-15 -0.30 -0.91 4.90 7.99 0.10 4.18 3.10
MSCI Europe NR USD 05-22-15 -0.74 3.02 4.59 9.80 -1.64 15.45 11.35
MSCI Europe PR LCL 05-22-15 2.05 -0.66 4.39 12.82 11.66 15.64 8.51
MSCI Hong Kong PR USD 05-22-15 0.58 2.34 10.06 15.92 17.32 15.21 11.21
MSCI Japan NR USD 05-22-15 0.69 0.08 8.05 16.16 19.63 16.06 8.57
MSCI Japan PR LCL 05-22-15 2.50 1.33 9.69 16.78 40.64 31.02 13.08
MSCI North America NR USD 05-21-15 0.52 1.57 1.56 4.18 13.37 18.41 15.33
MSCI Pacific Ex Japan NR USD 05-22-15 -2.46 -0.40 1.62 5.55 -1.13 10.49 10.43
MSCI Pacific Ex Japan PR LCL 05-22-15 -0.69 -1.66 -0.06 6.68 6.19 11.56 6.33
MSCI Pacific NR USD 05-22-15 -0.41 -0.09 5.75 12.27 11.56 14.02 9.24
MSCI Pacific PR LCL 05-22-15 1.38 0.28 6.16 13.15 26.71 23.00 10.22
MSCI World ex USA NR USD 05-21-15 0.30 2.27 5.48 10.20 3.03 14.90 10.08
MSCI World Ex USA PR LCL 05-21-15 1.94 -0.39 4.60 12.07 15.90 17.91 8.58
Nikkei 225 Average PR JPY 05-22-15 2.69 0.65 10.54 16.12 41.34 32.41 15.67
S&P BSE SENSEX India INR 05-22-15 2.32 0.24 -4.36 1.67 14.70 20.38 11.20
S&P/ASX All Ordinaries PR 05-22-15 -1.08 -2.49 -3.04 5.19 3.85 10.74 5.55
S&P/TSX Composite PR 05-21-15 1.17 -0.93 0.21 3.90 3.78 10.46 5.70
Shanghai SE Composite PR CNY 05-22-15 8.10 5.89 43.45 43.99 130.43 25.20 12.51
SIX SMI CHF 05-22-15 2.67 -0.05 5.19 4.12 7.58 16.53 8.40
SIX SMI TR CHF 05-22-15 2.67 0.59 8.21 7.14 10.85 20.08 12.08
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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