montgomeryadvertiser.com

Sponsored by:
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 08-27-14 0.74 1.32 5.15 9.63 25.20 21.78 16.22
Morningstar Large Core TR USD 08-27-14 0.51 0.93 4.01 8.70 22.09 23.22 16.92
Morningstar Large Growth TR USD 08-27-14 0.64 2.86 6.83 11.45 31.14 22.60 17.87
Morningstar Large Value TR USD 08-27-14 1.06 0.14 4.61 8.73 22.34 19.69 14.00
Morningstar Mid Cap TR USD 08-27-14 0.71 1.99 5.30 9.78 25.14 23.03 19.28
Morningstar Mid Core TR USD 08-27-14 0.51 1.68 5.15 11.52 27.41 24.05 20.22
Morningstar Mid Growth TR USD 08-27-14 0.83 3.03 6.20 7.76 21.77 19.58 18.79
Morningstar Mid Value TR USD 08-27-14 0.79 1.27 4.51 10.35 26.64 25.60 18.83
Morningstar Small Cap TR USD 08-27-14 1.14 2.38 3.77 4.47 19.85 21.93 18.15
Morningstar Small Core TR USD 08-27-14 0.81 2.25 3.65 6.07 21.56 21.23 17.73
Morningstar Small Growth TR USD 08-27-14 1.61 2.87 3.87 0.33 15.25 20.56 17.99
Morningstar Small Value TR USD 08-27-14 1.03 2.05 3.81 6.97 22.73 24.06 18.68
Morningstar US Core TR USD 08-27-14 0.53 1.17 4.22 9.07 23.11 23.25 17.70
Morningstar US Growth TR USD 08-27-14 0.74 2.89 6.51 9.96 28.10 21.85 18.12
Morningstar US Market TR USD 08-27-14 0.76 1.52 5.08 9.30 24.82 22.06 17.01
Morningstar US Value TR USD 08-27-14 1.01 0.49 4.54 8.93 23.25 21.19 15.30
Morningstar Wide Moat Focus TR USD 08-27-14 1.51 3.53 6.45 10.24 25.05 25.52 17.62
               
Domestic Indexes                
DJ Industrial Average TR USD 08-27-14 0.89 1.28 3.29 4.94 18.61 17.90 15.28
NASDAQ Composite PR USD 08-27-14 0.95 2.70 7.85 9.41 27.70 22.60 17.65
NYSE Composite PR 08-27-14 0.81 0.47 2.96 6.13 18.84 15.06 10.43
Russell 2000 TR USD 08-27-14 1.34 2.56 3.02 1.59 17.24 20.92 16.52
               
Bond Indexes                
Barclays US Agg Bond TR USD 08-27-14 0.38 0.61 1.02 4.67 5.45 2.89 4.53
Barclays US Government TR USD 08-27-14 0.28 0.58 0.79 3.41 3.36 1.67 3.42
Barclays US MBS TR USD 08-27-14 0.27 0.50 0.70 4.27 5.15 2.18 3.72
BofAML US HY Master II TR USD 08-27-14 0.18 0.57 1.22 5.78 10.74 10.80 12.21
USTREAS T-Bill Auction Ave 3 Mon 07-31-14 --- 0.00 0.01 0.02 0.05 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 07-31-14 --- -0.22 1.42 5.62 2.81 2.80 4.16
               
Municipal Indexes                  
Barclays Municipal TR USD 08-27-14 0.24 0.88 1.50 7.26 9.75 4.83 5.41
               
Foreign Indexes                
DJ Malaysia PR USD 08-27-14 0.10 0.47 3.76 6.07 17.13 7.53 12.80
Euronext BEL 20 PR EUR 08-28-14 0.80 1.08 1.10 9.33 18.44 13.77 5.96
Euronext Paris CAC 40 NR EUR 08-28-14 1.70 0.49 -3.20 3.54 12.82 15.34 6.37
Euronext Paris CAC 40 PR EUR 08-28-14 1.70 0.49 -3.65 1.63 10.24 12.24 3.40
FSE DAX PR EUR 08-28-14 0.65 -1.41 -4.80 -3.64 12.83 15.72 7.84
FSE DAX TR EUR 08-28-14 0.65 -1.41 -4.80 -0.94 15.99 19.55 11.39
FTSE 100 PR GBP 08-28-14 0.42 0.26 -0.66 0.84 5.84 9.88 6.75
FTSE 100 TR GBP 08-28-14 0.45 0.98 0.37 3.66 9.61 14.03 10.63
FTSE 250 PR GBP 08-28-14 0.46 1.88 -0.15 -0.15 8.79 16.75 12.53
Hang Seng Hong Kong Composite PR HKD 08-28-14 -1.05 0.52 6.85 3.43 13.64 7.07 4.00
Hang Seng HSI PR HKD 08-28-14 -0.93 1.37 7.29 6.25 15.04 8.14 4.26
MSCI AC Far East Ex Japan PR USD 08-28-14 0.34 0.72 5.28 7.86 18.84 7.22 7.46
MSCI ACWI PR USD 08-27-14 0.85 0.28 2.89 5.80 18.12 13.25 9.44
MSCI EAFE NR USD 08-28-14 -0.04 -1.63 -0.92 2.46 15.13 13.05 8.07
MSCI EAFE PR LCL 08-28-14 0.24 -0.10 0.40 1.69 12.16 13.59 5.26
MSCI EASEA PR LCL 08-28-14 0.55 0.05 -0.98 2.95 11.71 12.44 5.48
MSCI EM Latin America PR USD 08-27-14 1.93 2.10 10.14 13.26 20.52 -1.53 1.63
MSCI EM PR LCL 08-27-14 0.59 1.93 6.50 8.30 16.96 8.06 5.91
MSCI EM PR USD 08-27-14 0.80 1.40 5.89 9.08 19.48 3.87 5.32
MSCI Europe NR USD 08-28-14 0.23 -1.80 -3.41 1.64 15.92 14.51 8.47
MSCI Europe PR LCL 08-28-14 0.75 -0.06 -1.68 2.34 11.46 13.12 5.67
MSCI Hong Kong PR USD 08-28-14 -1.78 1.34 6.45 8.00 18.92 10.11 8.83
MSCI Japan NR USD 08-28-14 -0.88 -2.53 4.20 -0.62 9.01 9.81 5.34
MSCI Japan PR LCL 08-28-14 -0.93 -0.67 6.14 -2.86 13.75 18.91 5.48
MSCI North America NR USD 08-27-14 0.73 1.23 5.21 9.53 24.37 19.95 15.41
MSCI Pacific Ex Japan NR USD 08-28-14 0.01 0.83 4.66 11.82 20.84 11.46 11.44
MSCI Pacific Ex Japan PR LCL 08-28-14 -0.47 0.66 2.75 5.61 12.50 9.78 5.14
MSCI Pacific NR USD 08-28-14 -0.54 -1.26 4.37 3.87 13.33 10.45 7.52
MSCI Pacific PR LCL 08-28-14 -0.76 -0.17 4.83 0.14 13.25 15.00 4.97
MSCI World ex USA NR USD 08-27-14 1.09 -0.87 0.43 4.08 15.40 12.66 8.59
MSCI World Ex USA PR LCL 08-27-14 1.40 0.52 1.69 3.43 13.06 13.21 5.64
Nikkei 225 Average PR JPY 08-28-14 -0.81 -0.45 5.38 -5.10 15.90 20.67 7.97
S&P BSE SENSEX India INR 08-31-14 1.05 2.87 10.00 25.83 43.06 16.90 11.20
S&P/ASX All Ordinaries PR 08-28-14 -0.23 0.92 2.08 5.01 10.70 9.59 4.57
S&P/TSX Composite PR 08-27-14 0.26 0.96 6.44 14.54 23.92 8.17 7.37
Shanghai SE Composite PR CNY 08-28-14 -1.55 0.82 7.10 3.77 4.50 -5.62 -5.15
SIX SMI CHF 08-28-14 0.61 1.08 -0.97 5.11 10.88 17.44 6.78
SIX SMI TR CHF 08-28-14 0.61 1.10 -0.95 8.30 14.33 21.26 10.20
               
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.