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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 10-17-14 -1.15 -5.56 -3.12 3.75 11.11 18.57 13.71
Morningstar Large Core TR USD 10-17-14 -0.75 -4.51 -1.76 5.18 11.02 21.13 14.79
Morningstar Large Growth TR USD 10-17-14 -1.02 -5.58 -1.87 4.53 13.45 18.18 14.79
Morningstar Large Value TR USD 10-17-14 -1.69 -6.61 -5.71 1.58 8.80 16.65 11.65
Morningstar Mid Cap TR USD 10-17-14 0.69 -6.64 -4.01 2.07 8.19 19.79 15.87
Morningstar Mid Core TR USD 10-17-14 0.83 -6.24 -4.26 4.26 10.61 20.87 16.96
Morningstar Mid Growth TR USD 10-17-14 1.39 -6.41 -2.22 0.30 6.08 16.40 15.07
Morningstar Mid Value TR USD 10-17-14 -0.20 -7.31 -5.55 1.89 8.15 22.24 15.55
Morningstar Small Cap TR USD 10-17-14 2.14 -6.46 -4.40 -3.42 2.33 18.79 14.78
Morningstar Small Core TR USD 10-17-14 1.98 -6.74 -4.98 -1.92 3.77 18.89 14.10
Morningstar Small Growth TR USD 10-17-14 2.56 -6.42 -3.38 -7.37 -2.66 16.72 14.82
Morningstar Small Value TR USD 10-17-14 1.90 -6.23 -4.78 -1.02 5.97 20.75 15.36
Morningstar US Core TR USD 10-17-14 -0.26 -5.01 -2.49 4.48 10.42 20.90 15.23
Morningstar US Growth TR USD 10-17-14 -0.34 -5.79 -2.04 2.88 10.81 17.71 14.91
Morningstar US Market TR USD 10-17-14 -0.58 -5.84 -3.38 2.92 9.90 18.84 14.26
Morningstar US Value TR USD 10-17-14 -1.17 -6.72 -5.61 1.47 8.47 18.08 12.70
Morningstar Wide Moat Focus TR USD 10-17-14 -0.67 -4.85 -1.60 4.83 10.54 22.25 15.99
               
Domestic Indexes                
DJ Industrial Average TR USD 10-17-14 -0.96 -4.42 -2.98 0.62 9.02 15.77 13.29
NASDAQ Composite PR USD 10-17-14 -0.42 -6.66 -2.41 1.96 10.23 17.65 14.57
NYSE Composite PR 10-17-14 -0.41 -6.59 -5.88 -1.44 3.18 12.56 7.52
Russell 2000 TR USD 10-17-14 2.76 -6.09 -4.21 -6.05 -0.52 17.89 13.44
S&P 500 TR USD 10-17-14 -1.00 -5.60 -3.16 3.73 11.11 18.80 14.03
S&P MidCap 400 TR 10-17-14 1.36 -7.03 -4.91 -0.42 4.82 18.49 14.97
               
Bond Indexes                
Barclays US Agg Bond TR USD 10-17-14 0.45 1.86 1.57 5.61 4.94 3.10 4.42
Barclays US Government TR USD 10-17-14 0.50 1.99 1.74 4.57 3.58 1.83 3.49
Barclays US MBS TR USD 10-17-14 0.43 1.61 1.53 5.39 4.57 2.56 3.65
BofAML US HY Master II TR USD 10-17-14 0.37 -0.86 -1.35 3.73 5.89 10.25 10.18
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 10-17-14 0.44 1.71 2.80 8.92 9.67 5.31 5.32
               
Foreign Indexes                
DJ Malaysia PR USD 10-17-14 -2.17 -5.84 -8.50 -3.42 -4.49 5.18 8.27
Euronext BEL 20 PR EUR 10-17-14 -1.78 -6.14 -4.40 2.19 3.74 11.25 2.99
Euronext Paris CAC 40 NR EUR 10-17-14 -0.93 -8.84 -6.40 -4.20 -2.59 11.34 3.99
Euronext Paris CAC 40 PR EUR 10-17-14 -0.99 -8.99 -6.56 -6.12 -4.87 8.40 1.05
FSE DAX PR EUR 10-17-14 0.70 -8.40 -9.26 -9.87 -2.30 11.06 5.56
FSE DAX TR EUR 10-17-14 0.70 -8.40 -9.26 -7.35 0.43 14.74 9.03
FTSE 100 PR GBP 10-17-14 -0.47 -6.94 -6.35 -6.50 -4.04 5.09 3.99
FTSE 100 TR GBP 10-17-14 -0.46 -6.87 -5.49 -3.73 -0.65 9.02 7.75
FTSE 250 PR GBP 10-17-14 0.79 -5.26 -5.12 -7.39 -3.11 12.92 9.38
Hang Seng Hong Kong Composite PR HKD 10-17-14 -0.61 -5.15 -2.43 -3.08 -1.54 6.53 0.97
Hang Seng HSI PR HKD 10-17-14 -0.28 -5.55 -2.12 -1.22 -0.31 6.85 0.98
MSCI AC Far East Ex Japan PR USD 10-17-14 -1.49 -7.07 -6.74 -2.05 -2.89 4.80 3.44
MSCI ACWI PR USD 10-17-14 -0.86 -7.13 -7.13 -2.83 0.88 10.02 6.06
MSCI EAFE NR USD 10-17-14 -0.65 -8.17 -10.64 -7.16 -4.28 9.14 4.83
MSCI EAFE PR LCL 10-17-14 -1.50 -7.38 -6.18 -5.10 -1.27 9.76 3.36
MSCI EASEA PR LCL 10-17-14 -0.45 -6.77 -5.83 -3.65 -0.84 8.43 3.11
MSCI EM Latin America PR USD 10-17-14 -0.88 -9.36 -8.63 -1.43 -9.22 -4.21 -4.86
MSCI EM PR LCL 10-17-14 -1.22 -6.45 -4.73 0.00 -0.49 4.80 2.39
MSCI EM PR USD 10-17-14 -1.32 -8.06 -8.08 -2.59 -5.53 1.25 0.22
MSCI Europe NR USD 10-17-14 0.18 -8.83 -11.13 -7.90 -3.24 10.51 4.92
MSCI Europe PR LCL 10-17-14 -0.71 -7.62 -6.28 -4.41 -1.26 8.67 3.33
MSCI Hong Kong PR USD 10-17-14 0.87 -2.59 -1.44 2.27 3.59 10.15 6.27
MSCI Japan NR USD 10-17-14 -4.28 -8.36 -11.30 -10.14 -9.37 5.61 3.95
MSCI Japan PR LCL 10-17-14 -5.39 -9.62 -7.43 -10.26 -2.83 15.60 5.26
MSCI North America NR USD 10-17-14 -0.89 -6.05 -3.83 2.91 9.53 16.95 12.60
MSCI Pacific Ex Japan NR USD 10-17-14 1.33 -4.55 -7.08 1.33 -1.84 8.43 6.42
MSCI Pacific Ex Japan PR LCL 10-17-14 1.07 -2.45 -3.73 -0.44 0.58 7.59 2.50
MSCI Pacific NR USD 10-17-14 -2.18 -6.91 -9.70 -5.98 -6.57 6.69 4.88
MSCI Pacific PR LCL 10-17-14 -2.99 -6.98 -6.08 -6.81 -1.62 12.16 3.91
MSCI World ex USA NR USD 10-17-14 -0.63 -8.40 -10.54 -6.44 -3.64 8.73 4.76
MSCI World Ex USA PR LCL 10-17-14 -1.36 -7.46 -6.17 -4.23 -0.30 9.37 3.38
Nikkei 225 Average PR JPY 10-17-14 -5.02 -8.54 -5.45 -10.80 -0.37 17.85 7.22
S&P BSE SENSEX India INR 10-17-14 -0.72 -1.96 2.14 23.32 27.89 15.32 8.55
S&P/ASX All Ordinaries PR 10-17-14 1.43 -2.80 -4.53 -1.74 -0.41 6.64 1.67
S&P/TSX Composite PR 10-17-14 0.00 -7.96 -6.42 4.45 9.14 6.07 4.34
Shanghai SE Composite PR CNY 10-17-14 -1.40 1.44 13.89 10.64 6.97 -1.37 -4.69
SIX SMI CHF 10-17-14 -1.49 -6.52 -3.49 0.57 2.71 12.96 5.39
SIX SMI TR CHF 10-17-14 -1.49 -6.46 -3.40 3.70 5.92 16.65 8.78
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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