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 10-20-14 1.43 -5.19 -3.26 4.68 11.34 18.47 13.84
Morningstar Large Core TR USD 10-20-14 1.62 -4.11 -1.90 6.18 11.94 20.88 14.94
Morningstar Large Growth TR USD 10-20-14 2.28 -4.69 -1.97 5.87 13.30 18.78 14.95
Morningstar Large Value TR USD 10-20-14 0.34 -6.80 -5.90 2.02 8.77 15.93 11.73
Morningstar Mid Cap TR USD 10-20-14 3.60 -5.55 -4.04 3.18 8.64 19.73 16.04
Morningstar Mid Core TR USD 10-20-14 3.79 -5.24 -4.29 5.35 11.13 20.66 17.10
Morningstar Mid Growth TR USD 10-20-14 4.55 -5.41 -2.48 1.38 6.28 16.62 15.26
Morningstar Mid Value TR USD 10-20-14 2.44 -6.01 -5.36 3.06 8.78 22.02 15.73
Morningstar Small Cap TR USD 10-20-14 4.07 -4.80 -4.53 -2.24 2.62 18.68 15.10
Morningstar Small Core TR USD 10-20-14 4.09 -5.03 -5.10 -0.69 4.31 18.78 14.38
Morningstar Small Growth TR USD 10-20-14 4.82 -4.62 -3.60 -6.10 -2.57 17.17 15.25
Morningstar Small Value TR USD 10-20-14 3.34 -4.76 -4.86 0.01 6.25 20.04 15.64
Morningstar US Core TR USD 10-20-14 2.21 -4.40 -2.60 5.52 11.22 20.67 15.39
Morningstar US Growth TR USD 10-20-14 2.87 -4.82 -2.17 4.17 10.76 18.23 15.09
Morningstar US Market TR USD 10-20-14 2.02 -5.23 -3.50 3.91 10.18 18.75 14.41
Morningstar US Value TR USD 10-20-14 0.94 -6.51 -5.72 2.09 8.58 17.45 12.81
Morningstar Wide Moat Focus TR USD 10-20-14 1.63 -4.58 -1.81 5.67 10.72 21.97 15.97
               
Domestic Indexes                
DJ Industrial Average TR USD 10-20-14 0.51 -5.00 -3.57 0.74 8.95 15.30 13.21
NASDAQ Composite PR USD 10-20-14 2.43 -5.76 -2.62 3.34 10.26 18.43 14.81
NYSE Composite PR 10-20-14 1.58 -6.03 -5.99 -0.70 3.43 12.39 7.61
Russell 2000 TR USD 10-20-14 4.36 -4.42 -4.61 -4.95 -0.49 17.90 13.80
S&P 500 TR USD 10-20-14 1.58 -5.17 -3.27 4.68 11.40 18.67 14.16
S&P MidCap 400 TR 10-20-14 3.72 -5.79 -5.11 0.61 5.00 18.35 15.17
               
Bond Indexes                
Barclays US Agg Bond TR USD 10-20-14 0.56 1.83 1.72 5.73 5.05 3.12 4.37
Barclays US Government TR USD 10-20-14 0.61 2.02 1.90 4.67 3.71 1.91 3.43
Barclays US MBS TR USD 10-20-14 0.53 1.58 1.61 5.50 4.67 2.60 3.65
BofAML US HY Master II TR USD 10-20-14 0.43 -1.00 -1.07 3.85 5.73 9.95 10.10
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 10-20-14 0.32 1.54 2.60 8.79 9.46 5.14 5.29
               
Foreign Indexes                
DJ Malaysia PR USD 10-20-14 -0.04 -4.71 -6.78 -2.38 -3.47 6.44 8.33
Euronext BEL 20 PR EUR 10-21-14 0.53 -5.87 -2.96 3.68 4.41 12.33 3.29
Euronext Paris CAC 40 NR EUR 10-21-14 -0.17 -8.37 -5.04 -3.06 -2.29 11.72 3.99
Euronext Paris CAC 40 PR EUR 10-21-14 -0.17 -8.52 -5.19 -5.00 -4.58 8.77 1.05
FSE DAX PR EUR 10-21-14 0.70 -9.31 -7.54 -9.50 -2.51 10.52 5.32
FSE DAX TR EUR 10-21-14 0.70 -9.31 -7.54 -6.96 0.22 14.17 8.78
FTSE 100 PR GBP 10-21-14 -0.32 -6.81 -5.29 -5.58 -4.24 5.10 3.92
FTSE 100 TR GBP 10-21-14 -0.31 -6.74 -4.42 -2.78 -0.85 9.02 7.68
FTSE 250 PR GBP 10-21-14 2.42 -5.26 -2.98 -5.71 -3.20 13.54 9.78
Hang Seng Hong Kong Composite PR HKD 10-21-14 0.04 -4.85 -1.68 -2.94 -3.02 8.53 0.60
Hang Seng HSI PR HKD 10-21-14 -0.05 -5.22 -1.50 -1.16 -1.79 8.52 0.64
MSCI AC Far East Ex Japan PR USD 10-21-14 0.22 -5.56 -5.67 -1.00 -2.76 6.62 3.53
MSCI ACWI PR USD 10-20-14 0.57 -6.60 -6.88 -2.11 0.89 10.59 6.05
MSCI EAFE NR USD 10-21-14 0.93 -7.09 -8.94 -5.79 -3.83 9.43 4.72
MSCI EAFE PR LCL 10-21-14 0.28 -6.94 -4.35 -3.66 -0.76 10.43 3.44
MSCI EASEA PR LCL 10-21-14 0.56 -6.26 -4.31 -2.42 -0.71 8.79 3.15
MSCI EM Latin America PR USD 10-20-14 -5.58 -9.07 -11.66 -3.26 -11.00 -4.08 -4.89
MSCI EM PR LCL 10-20-14 -0.77 -5.73 -4.42 0.44 -0.75 5.80 2.33
MSCI EM PR USD 10-20-14 -1.01 -6.87 -7.69 -2.11 -5.81 2.64 0.19
MSCI Europe NR USD 10-21-14 1.08 -7.95 -9.59 -6.77 -3.21 10.16 4.67
MSCI Europe PR LCL 10-21-14 0.32 -7.11 -4.59 -3.11 -1.02 8.78 3.37
MSCI Hong Kong PR USD 10-21-14 0.76 -2.39 -1.26 2.50 1.94 11.98 5.59
MSCI Japan NR USD 10-21-14 -0.43 -6.92 -8.67 -7.99 -7.27 7.02 4.23
MSCI Japan PR LCL 10-21-14 -0.76 -9.43 -4.44 -8.08 -0.93 17.46 5.49
MSCI North America NR USD 10-20-14 1.58 -5.50 -3.94 3.83 9.75 16.92 12.75
MSCI Pacific Ex Japan NR USD 10-21-14 2.32 -2.95 -6.15 2.60 -2.12 9.93 6.36
MSCI Pacific Ex Japan PR LCL 10-21-14 1.68 -1.99 -3.17 0.36 0.10 9.12 2.55
MSCI Pacific NR USD 10-21-14 0.61 -5.43 -7.71 -4.16 -5.34 8.14 5.03
MSCI Pacific PR LCL 10-21-14 0.16 -6.71 -4.00 -5.13 -0.62 13.88 4.06
MSCI World ex USA NR USD 10-20-14 -0.39 -7.99 -9.94 -5.89 -3.83 9.70 4.61
MSCI World Ex USA PR LCL 10-20-14 -0.82 -7.70 -5.59 -3.70 -0.39 10.19 3.30
Nikkei 225 Average PR JPY 10-21-14 -0.89 -9.29 -2.70 -9.13 0.75 19.48 7.46
S&P BSE SENSEX India INR 10-21-14 0.86 -1.90 3.35 25.53 27.19 16.55 9.34
S&P/ASX All Ordinaries PR 10-21-14 2.08 -2.30 -3.91 -0.76 -0.73 8.12 1.85
S&P/TSX Composite PR 10-20-14 0.78 -6.08 -6.08 5.26 9.15 6.62 4.44
Shanghai SE Composite PR CNY 10-21-14 -0.84 0.44 13.88 10.57 4.95 0.32 -5.29
SIX SMI CHF 10-21-14 0.80 -4.92 -1.28 2.46 3.46 13.47 5.49
SIX SMI TR CHF 10-21-14 0.80 -4.92 -1.19 5.64 6.69 17.17 8.88
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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