• AP NEWS
  • Facebook Twitter Instagram Google Plus Pintrest
    The Locally Owned Voice of the Capital Region
    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 10-23-14 4.74 -1.52 -1.37 7.27 13.94 18.73 14.62
    Morningstar Large Core TR USD 10-23-14 4.57 -0.57 0.36 8.50 14.24 20.93 15.78
    Morningstar Large Growth TR USD 10-23-14 5.87 -0.53 -0.04 9.21 16.62 19.46 15.71
    Morningstar Large Value TR USD 10-23-14 3.73 -3.51 -4.44 4.09 10.93 16.01 12.43
    Morningstar Mid Cap TR USD 10-23-14 4.82 -1.23 -1.85 5.85 11.65 19.81 16.97
    Morningstar Mid Core TR USD 10-23-14 5.13 -1.03 -1.57 8.26 14.32 20.69 18.05
    Morningstar Mid Growth TR USD 10-23-14 4.94 -0.70 -0.67 4.05 9.70 16.72 16.16
    Morningstar Mid Value TR USD 10-23-14 4.38 -1.98 -3.34 5.49 11.18 22.13 16.67
    Morningstar Small Cap TR USD 10-23-14 3.66 -0.21 -2.78 0.03 5.23 18.71 16.04
    Morningstar Small Core TR USD 10-23-14 3.68 -0.70 -2.98 1.51 7.15 18.75 15.27
    Morningstar Small Growth TR USD 10-23-14 3.72 0.06 -2.07 -3.81 0.27 17.33 16.20
    Morningstar Small Value TR USD 10-23-14 3.56 -0.01 -3.27 2.32 8.33 20.01 16.61
    Morningstar US Core TR USD 10-23-14 4.62 -0.67 -0.26 7.94 13.74 20.71 16.26
    Morningstar US Growth TR USD 10-23-14 5.55 -0.53 -0.29 7.30 14.08 18.76 15.90
    Morningstar US Market TR USD 10-23-14 4.68 -1.38 -1.56 6.48 12.87 18.96 15.23
    Morningstar US Value TR USD 10-23-14 3.84 -2.98 -4.15 4.25 10.78 17.52 13.58
    Morningstar Wide Moat Focus TR USD 10-23-14 2.56 -2.26 -1.07 6.85 11.54 21.68 16.46
                   
    Domestic Indexes                
    DJ Industrial Average TR USD 10-23-14 3.50 -2.10 -1.83 2.48 10.73 15.08 13.74
    NASDAQ Composite PR USD 10-23-14 5.58 -1.24 -0.47 6.61 13.97 19.07 15.63
    NYSE Composite PR 10-23-14 3.91 -2.74 -4.58 1.14 5.29 12.28 8.28
    Russell 2000 TR USD 10-23-14 2.83 -0.08 -3.28 -3.07 1.82 17.78 14.72
    S&P 500 TR USD 10-23-14 4.74 -1.48 -1.32 7.27 14.03 18.90 14.96
    S&P MidCap 400 TR 10-23-14 4.68 -1.04 -2.55 3.37 8.00 18.55 16.05
                   
    Bond Indexes                
    Barclays US Agg Bond TR USD 10-23-14 -0.36 1.19 1.23 5.34 4.22 3.01 4.37
    Barclays US Government TR USD 10-23-14 -0.50 1.32 1.36 4.25 2.93 1.82 3.47
    Barclays US MBS TR USD 10-23-14 -0.09 1.15 1.42 5.30 3.98 2.53 3.63
    BofAML US HY Master II TR USD 10-23-14 2.01 0.14 -0.44 4.70 6.17 10.02 10.21
    USTREAS T-Bill Auction Ave 3 Mon 09-30-14 --- 0.00 0.01 0.03 0.04 0.06 0.08
    USTREAS T-Bill Cnst Mat Rate 10 Yr 09-30-14 --- -1.29 0.70 6.59 3.67 0.32 3.87
                   
    Municipal Indexes                  
    Barclays Municipal TR USD 10-23-14 -0.74 0.93 1.92 8.34 8.50 5.00 5.20
                   
    Foreign Indexes                
    DJ Malaysia PR USD 10-23-14 3.71 -3.13 -6.74 -1.66 -3.00 6.97 8.60
    Euronext BEL 20 PR EUR 10-24-14 3.01 -4.05 -3.68 5.27 5.92 12.50 3.86
    Euronext Paris CAC 40 NR EUR 10-24-14 2.37 -6.40 -6.23 -1.92 -1.12 11.58 4.58
    Euronext Paris CAC 40 PR EUR 10-24-14 2.37 -6.45 -6.39 -3.89 -3.43 8.64 1.63
    FSE DAX PR EUR 10-24-14 1.55 -6.98 -8.23 -8.47 -2.65 10.41 5.89
    FSE DAX TR EUR 10-24-14 1.55 -6.98 -8.23 -5.91 0.08 14.07 9.38
    FTSE 100 PR GBP 10-24-14 1.24 -4.73 -6.34 -5.34 -4.83 4.82 4.03
    FTSE 100 TR GBP 10-24-14 1.35 -4.59 -5.42 -2.43 -1.45 8.76 7.82
    FTSE 250 PR GBP 10-24-14 2.25 -2.88 -4.19 -5.31 -2.82 12.96 10.11
    Hang Seng Hong Kong Composite PR HKD 10-24-14 1.00 -2.74 -3.90 -2.11 0.44 7.34 0.56
    Hang Seng HSI PR HKD 10-24-14 1.04 -2.75 -3.64 -0.18 1.87 7.46 0.59
    MSCI AC Far East Ex Japan PR USD 10-24-14 1.72 -3.77 -6.70 -0.37 -1.07 5.53 3.64
    MSCI ACWI PR USD 10-23-14 3.89 -3.46 -5.76 -0.29 2.67 10.46 6.65
    MSCI EAFE NR USD 10-24-14 2.39 -5.08 -9.18 -4.94 -3.70 9.21 5.22
    MSCI EAFE PR LCL 10-24-14 3.01 -4.49 -4.37 -2.25 0.47 10.43 3.95
    MSCI EASEA PR LCL 10-24-14 2.36 -4.02 -4.97 -1.38 -0.15 8.65 3.56
    MSCI EM Latin America PR USD 10-23-14 -3.72 -9.92 -15.99 -7.12 -13.90 -6.17 -5.79
    MSCI EM PR LCL 10-23-14 1.04 -3.86 -5.13 0.59 0.06 5.47 2.43
    MSCI EM PR USD 10-23-14 1.14 -4.94 -8.90 -2.09 -5.00 2.19 0.28
    MSCI Europe NR USD 10-24-14 1.85 -6.01 -10.35 -6.20 -3.86 9.97 5.14
    MSCI Europe PR LCL 10-24-14 2.37 -4.89 -5.41 -2.15 -0.64 8.71 3.81
    MSCI Hong Kong PR USD 10-24-14 1.34 0.17 -2.38 3.64 4.74 11.03 5.91
    MSCI Japan NR USD 10-24-14 4.07 -5.11 -7.11 -6.48 -5.72 7.05 5.02
    MSCI Japan PR LCL 10-24-14 5.53 -6.24 -1.93 -5.30 2.91 18.04 6.40
    MSCI North America NR USD 10-23-14 4.64 -1.84 -2.14 6.31 12.34 17.09 13.53
    MSCI Pacific Ex Japan NR USD 10-24-14 2.48 -0.27 -6.49 3.85 -0.48 9.12 6.60
    MSCI Pacific Ex Japan PR LCL 10-24-14 2.18 0.37 -3.06 1.73 1.43 8.61 2.76
    MSCI Pacific NR USD 10-24-14 3.45 -3.31 -6.86 -2.74 -3.76 7.85 5.61
    MSCI Pacific PR LCL 10-24-14 4.23 -3.83 -2.40 -2.86 2.26 14.03 4.70
    MSCI World ex USA NR USD 10-23-14 3.63 -5.23 -9.10 -4.35 -2.69 9.27 5.18
    MSCI World Ex USA PR LCL 10-23-14 4.37 -4.24 -4.13 -1.42 1.78 10.52 3.98
    Nikkei 225 Average PR JPY 10-24-14 5.22 -5.42 0.05 -6.14 5.56 20.02 8.26
    S&P BSE SENSEX India INR 10-23-14 3.28 0.28 2.69 26.83 29.29 16.95 9.82
    S&P/ASX All Ordinaries PR 10-24-14 2.65 0.44 -3.18 0.86 0.48 7.77 2.13
    S&P/TSX Composite PR 10-23-14 3.09 -4.22 -5.90 6.35 9.39 6.63 4.94
    Shanghai SE Composite PR CNY 10-24-14 -1.66 -1.76 9.37 8.80 6.37 -0.97 -5.82
    SIX SMI CHF 10-24-14 3.42 -3.01 -1.21 4.01 3.63 13.80 5.99
    SIX SMI TR CHF 10-24-14 3.42 -3.01 -1.13 7.24 6.87 17.52 9.40
                   
    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.