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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 04-17-14 1.78 0.46 1.78 1.35 22.02 14.80 18.38
Morningstar Large Core TR USD 04-17-14 1.45 0.94 2.96 2.39 21.59 16.84 19.40
Morningstar Large Growth TR USD 04-17-14 1.98 -2.26 -0.32 -0.56 23.92 15.31 19.29
Morningstar Large Value TR USD 04-17-14 1.90 2.98 2.87 2.36 20.61 12.36 16.55
Morningstar Mid Cap TR USD 04-17-14 1.41 -1.17 1.85 2.11 26.56 14.22 22.51
Morningstar Mid Core TR USD 04-17-14 1.16 -0.76 2.21 3.12 24.72 14.83 23.06
Morningstar Mid Growth TR USD 04-17-14 1.65 -3.56 -0.52 0.13 24.91 11.60 21.14
Morningstar Mid Value TR USD 04-17-14 1.39 1.10 4.15 3.31 30.30 16.32 23.30
Morningstar Small Cap TR USD 04-17-14 1.06 -2.65 -0.34 -0.44 27.04 13.16 22.42
Morningstar Small Core TR USD 04-17-14 1.15 -2.02 1.94 1.08 27.15 12.20 21.69
Morningstar Small Growth TR USD 04-17-14 1.18 -5.34 -4.58 -4.16 27.80 12.33 21.61
Morningstar Small Value TR USD 04-17-14 0.85 -0.67 1.61 1.72 26.19 15.02 23.92
Morningstar US Core TR USD 04-17-14 1.38 0.39 2.74 2.44 22.60 16.13 20.35
Morningstar US Growth TR USD 04-17-14 1.86 -2.72 -0.64 -0.66 24.35 14.33 19.87
Morningstar US Market TR USD 04-17-14 1.66 -0.08 1.65 1.37 23.28 14.58 19.53
Morningstar US Value TR USD 04-17-14 1.72 2.34 3.03 2.50 22.96 13.35 18.41
Morningstar Wide Moat Focus TR USD 04-17-14 2.36 3.70 3.50 3.61 32.27 18.58 22.03
               
Domestic Indexes                
DJ Industrial Average TR USD 04-17-14 1.50 1.09 0.27 -0.36 15.00 12.87 18.19
NASDAQ Composite PR USD 04-18-14 2.39 -5.49 -2.43 -1.94 29.34 14.40 19.61
NYSE Composite PR 04-18-14 2.45 0.87 1.83 1.27 18.07 8.36 13.96
Russell 2000 TR USD 04-17-14 0.93 -4.12 -2.30 -1.87 27.14 12.42 20.49
S&P 500 TR USD 04-17-14 1.75 0.46 1.95 1.49 22.72 14.69 18.99
S&P MidCap 400 TR 04-17-14 1.21 -1.55 0.61 1.06 23.36 12.87 21.46
               
Bond Indexes                
Barclays US Agg Bond TR USD 04-17-14 -0.37 0.42 1.33 2.21 -0.56 3.69 4.82
Barclays US Government TR USD 04-17-14 -0.35 0.06 0.85 1.50 -1.68 3.10 2.95
Barclays US MBS TR USD 04-17-14 -0.49 0.25 0.99 1.93 0.14 2.74 3.59
BofAML US HY Master II TR USD 04-17-14 -0.05 0.83 2.27 3.35 7.20 8.53 16.65
USTREAS T-Bill Auction Ave 3 Mon 03-31-14 --- 0.00 0.01 0.01 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 Yr 03-31-14 --- -0.38 3.37 3.37 -5.08 4.31 2.51
               
Municipal Indexes                  
Barclays Municipal TR USD 04-17-14 0.39 1.03 2.89 4.42 0.65 6.05 5.57
               
Foreign Indexes                
DJ Malaysia PR USD 04-18-14 0.04 2.92 4.21 1.24 2.42 3.81 17.05
Euronext BEL 20 PR EUR 04-18-14 1.73 1.04 4.83 6.45 23.12 5.17 10.10
Euronext Paris CAC 40 NR EUR 04-18-14 1.55 2.90 2.58 3.33 26.25 7.66 10.96
Euronext Paris CAC 40 PR EUR 04-18-14 1.51 2.75 2.41 3.16 23.13 4.52 7.47
FSE DAX PR EUR 04-17-14 -0.54 2.11 -4.08 -2.17 21.37 5.73 10.97
FSE DAX TR EUR 04-17-14 -0.47 2.49 -3.42 -1.49 25.41 9.44 15.01
FTSE 100 PR GBP 04-17-14 -0.25 0.87 -2.99 -1.83 6.10 3.38 10.11
FTSE 100 TR GBP 04-17-14 -0.20 1.08 -1.95 -0.73 9.95 7.27 14.18
FTSE 250 PR GBP 04-17-14 -1.49 -2.39 -1.72 -0.17 17.56 10.85 16.83
Hang Seng Hong Kong Composite PR HKD 04-17-14 -2.07 5.30 -2.15 -3.35 5.91 -2.48 7.85
Hang Seng HSI PR HKD 04-17-14 -1.84 5.99 -1.61 -2.34 5.52 -1.76 7.85
MSCI AC Far East Ex Japan PR USD 04-18-14 -0.18 5.53 3.37 1.02 5.96 -0.73 11.61
MSCI ACWI PR USD 04-18-14 1.71 0.91 1.14 0.61 16.16 6.60 13.13
MSCI EAFE NR USD 04-18-14 1.14 1.77 0.64 0.88 18.04 7.58 13.91
MSCI EAFE PR LCL 04-18-14 1.34 1.41 -2.46 -1.38 12.06 6.09 8.24
MSCI EASEA PR LCL 04-18-14 0.84 1.62 -0.51 1.11 14.29 4.90 9.05
MSCI EM Latin America PR USD 04-18-14 -0.72 12.30 7.18 2.21 -10.33 -9.97 5.57
MSCI EM PR LCL 04-18-14 0.06 4.60 2.69 0.31 5.97 -0.27 8.81
MSCI EM PR USD 04-18-14 -0.35 6.24 4.07 0.92 1.46 -4.51 9.48
MSCI Europe NR USD 04-18-14 0.95 1.50 1.75 2.40 26.61 8.74 15.40
MSCI Europe PR LCL 04-18-14 0.98 1.23 -1.11 0.85 15.55 5.38 9.24
MSCI Hong Kong PR USD 04-18-14 -0.90 6.90 0.73 1.53 8.37 2.93 12.98
MSCI Japan NR USD 04-18-14 2.84 0.44 -7.22 -7.21 1.43 5.80 7.90
MSCI Japan PR LCL 04-18-14 3.47 0.57 -9.72 -10.43 3.77 11.52 6.53
MSCI North America NR USD 04-18-14 2.61 -0.31 1.89 1.39 22.41 13.04 17.84
MSCI Pacific Ex Japan NR USD 04-18-14 -0.17 5.48 7.96 6.05 5.94 5.03 17.77
MSCI Pacific Ex Japan PR LCL 04-18-14 0.29 3.73 2.54 1.99 8.44 3.14 8.76
MSCI Pacific NR USD 04-18-14 1.63 2.36 -1.80 -2.42 3.12 5.48 11.26
MSCI Pacific PR LCL 04-18-14 2.20 1.79 -5.35 -6.01 5.48 7.86 6.87
MSCI World Ex US NR USD 04-18-14 1.17 1.77 0.95 1.08 17.85 6.76 13.75
MSCI World Ex USA PR LCL 04-18-14 1.38 1.34 -1.90 -0.74 12.89 5.60 8.20
Nikkei 225 Average PR JPY 04-21-14 4.33 2.03 -8.13 -10.92 8.98 14.43 10.75
S&P BSE SENSEX India INR 04-21-14 0.60 4.65 7.12 7.53 19.71 5.11 15.87
S&P/ASX All Ordinaries PR 04-17-14 -0.60 2.05 2.41 1.71 9.04 3.30 7.87
S&P/TSX Composite PR 04-17-14 1.34 1.89 4.41 6.45 21.37 1.67 8.97
Shanghai SE Composite PR CNY 04-21-14 -3.08 0.89 2.86 -2.37 -7.97 -11.95 -4.02
SIX SMI CHF 04-17-14 -0.54 2.61 -1.22 2.10 11.17 9.38 10.03
SIX SMI TR CHF 04-17-14 0.29 3.84 1.19 4.59 14.48 13.33 13.72
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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