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 04-22-14 2.04 0.91 2.32 2.18 22.19 14.61 19.34
Morningstar Large Core TR USD 04-22-14 1.34 0.48 3.21 2.84 20.25 16.70 20.20
Morningstar Large Growth TR USD 04-22-14 3.08 -0.15 0.16 0.85 25.96 14.96 20.18
Morningstar Large Value TR USD 04-22-14 1.67 2.50 3.79 2.95 20.37 12.20 17.74
Morningstar Mid Cap TR USD 04-22-14 2.42 -0.53 1.94 3.14 26.67 14.01 23.32
Morningstar Mid Core TR USD 04-22-14 2.09 -0.42 2.36 3.96 24.83 14.52 23.75
Morningstar Mid Growth TR USD 04-22-14 2.91 -2.05 -0.57 1.30 25.05 11.29 21.94
Morningstar Mid Value TR USD 04-22-14 2.20 1.06 4.36 4.37 30.34 16.33 24.25
Morningstar Small Cap TR USD 04-22-14 2.91 -1.81 0.09 0.94 28.02 13.13 23.19
Morningstar Small Core TR USD 04-22-14 2.91 -1.57 2.21 2.47 28.00 12.13 22.32
Morningstar Small Growth TR USD 04-22-14 3.48 -3.62 -3.77 -2.60 29.67 12.27 22.30
Morningstar Small Value TR USD 04-22-14 2.38 -0.30 1.81 2.91 26.50 15.05 24.95
Morningstar US Core TR USD 04-22-14 1.59 0.16 2.97 3.03 21.70 15.96 21.12
Morningstar US Growth TR USD 04-22-14 3.07 -0.77 -0.25 0.71 25.99 14.02 20.73
Morningstar US Market TR USD 04-22-14 2.18 0.43 2.09 2.28 23.49 14.40 20.44
Morningstar US Value TR USD 04-22-14 1.82 2.01 3.76 3.23 22.81 13.23 19.53
Morningstar Wide Moat Focus TR USD 04-22-14 1.13 4.30 3.08 3.94 32.35 18.41 22.53
               
Domestic Indexes                
DJ Industrial Average TR USD 04-22-14 1.57 1.39 1.41 0.29 16.12 12.60 19.05
NASDAQ Composite PR USD 04-22-14 3.16 -2.70 -1.92 -0.36 28.70 13.85 20.38
NYSE Composite PR 04-22-14 1.89 1.99 2.22 1.91 17.51 7.62 14.91
Russell 2000 TR USD 04-22-14 3.23 -3.10 -1.86 -0.34 27.99 12.53 21.30
S&P 500 TR USD 04-22-14 1.99 0.83 2.40 2.29 22.85 14.48 19.90
S&P MidCap 400 TR 04-22-14 2.40 -0.98 0.77 2.08 23.19 12.77 22.26
               
Bond Indexes                
Barclays US Agg Bond TR USD 04-22-14 -0.34 0.62 1.51 2.24 -0.57 3.66 4.83
Barclays US Government TR USD 04-22-14 -0.36 0.37 0.99 1.51 -1.71 3.09 2.96
Barclays US MBS TR USD 04-22-14 -0.34 0.46 1.18 1.94 0.12 2.70 3.59
BofAML US HY Master II TR USD 04-22-14 0.10 0.75 2.24 3.45 7.13 8.49 16.81
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 04-22-14 0.10 1.41 2.76 4.42 0.60 5.83 5.37
               
Foreign Indexes                
DJ Malaysia PR USD 04-22-14 -0.10 3.70 4.65 0.97 3.01 3.55 17.14
Euronext BEL 20 PR EUR 04-22-14 3.23 1.98 6.54 7.58 21.56 4.87 10.56
Euronext Paris CAC 40 NR EUR 04-22-14 3.20 3.59 3.83 4.55 25.83 6.80 11.69
Euronext Paris CAC 40 PR EUR 04-22-14 3.20 3.44 3.68 4.38 22.78 3.69 8.19
FSE DAX PR EUR 04-22-14 4.57 2.37 -1.92 -0.20 24.43 6.00 11.84
FSE DAX TR EUR 04-22-14 4.65 2.75 -1.23 0.50 28.38 9.58 15.88
FTSE 100 PR GBP 04-22-14 2.14 1.90 -2.12 -1.00 6.39 3.55 10.64
FTSE 100 TR GBP 04-22-14 2.19 2.08 -1.10 0.11 10.25 7.41 14.70
FTSE 250 PR GBP 04-22-14 3.15 -0.48 -0.40 0.92 18.33 10.84 17.57
Hang Seng Hong Kong Composite PR HKD 04-23-14 -0.44 4.18 -1.59 -4.17 3.74 -3.01 8.19
Hang Seng HSI PR HKD 04-23-14 -0.76 5.07 -0.92 -3.36 3.29 -2.28 8.16
MSCI AC Far East Ex Japan PR USD 04-22-14 0.44 6.78 3.08 0.88 3.77 -1.60 11.88
MSCI ACWI PR USD 04-22-14 2.01 2.24 1.44 1.19 15.66 5.62 13.86
MSCI EAFE NR USD 04-22-14 2.41 3.55 1.03 1.46 18.17 6.29 14.55
MSCI EAFE PR LCL 04-22-14 2.59 2.54 -1.68 -0.66 11.80 5.59 8.84
MSCI EASEA PR LCL 04-22-14 2.63 2.81 0.74 2.23 14.74 4.44 9.73
MSCI EM Latin America PR USD 04-22-14 1.23 8.88 6.50 1.67 -11.74 -11.31 6.14
MSCI EM PR LCL 04-22-14 1.01 4.95 1.72 0.20 4.17 -1.18 9.15
MSCI EM PR USD 04-22-14 0.88 6.75 3.30 0.60 -0.32 -5.78 9.90
MSCI Europe NR USD 04-22-14 2.90 3.43 2.68 3.49 27.51 7.21 16.21
MSCI Europe PR LCL 04-22-14 2.89 2.51 0.24 2.10 16.17 4.83 9.93
MSCI Hong Kong PR USD 04-22-14 0.12 7.72 1.96 1.46 6.29 2.84 13.44
MSCI Japan NR USD 04-22-14 1.46 1.95 -8.50 -8.30 -0.55 4.88 7.87
MSCI Japan PR LCL 04-22-14 2.41 1.39 -10.66 -11.19 0.98 10.89 6.75
MSCI North America NR USD 04-22-14 1.99 0.87 2.33 2.17 21.73 12.34 18.75
MSCI Pacific Ex Japan NR USD 04-22-14 1.30 6.75 8.18 6.60 6.03 4.19 18.84
MSCI Pacific Ex Japan PR LCL 04-22-14 1.23 4.44 3.09 2.37 7.92 2.94 9.48
MSCI Pacific NR USD 04-22-14 1.39 3.80 -2.54 -2.91 1.93 4.58 11.58
MSCI Pacific PR LCL 04-22-14 1.95 2.59 -5.76 -6.35 3.56 7.40 7.26
MSCI World Ex US NR USD 04-22-14 2.31 3.49 1.31 1.61 17.91 5.46 14.41
MSCI World Ex USA PR LCL 04-22-14 2.52 2.43 -1.22 -0.04 12.61 5.10 8.78
Nikkei 225 Average PR JPY 04-23-14 0.89 2.26 -7.32 -10.71 7.51 14.53 10.46
S&P BSE SENSEX India INR 04-23-14 2.69 5.15 7.03 8.06 19.28 5.28 15.49
S&P/ASX All Ordinaries PR 04-23-14 1.66 2.77 4.30 2.79 9.99 3.27 8.28
S&P/TSX Composite PR 04-22-14 1.76 1.54 4.06 6.86 20.39 1.37 9.42
Shanghai SE Composite PR CNY 04-23-14 -1.79 0.97 1.23 -2.30 -5.36 -11.77 -3.45
SIX SMI CHF 04-22-14 2.18 2.07 -0.06 3.15 11.20 9.43 10.81
SIX SMI TR CHF 04-22-14 2.18 3.29 2.38 5.67 14.47 12.99 14.53
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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