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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 12-24-14 3.46 0.73 4.53 14.77 15.78 20.41 15.15
Morningstar Large Core TR USD 12-24-14 3.39 2.17 7.89 18.80 19.79 23.15 16.79
Morningstar Large Growth TR USD 12-24-14 2.79 -0.48 3.82 15.10 15.90 21.50 15.42
Morningstar Large Value TR USD 12-24-14 4.25 0.52 1.89 10.50 11.73 16.89 13.29
Morningstar Mid Cap TR USD 12-24-14 3.40 0.57 4.98 13.25 14.06 21.52 17.14
Morningstar Mid Core TR USD 12-24-14 3.30 1.32 6.21 17.02 17.83 22.11 18.43
Morningstar Mid Growth TR USD 12-24-14 3.04 -0.69 4.69 10.66 11.40 19.44 16.21
Morningstar Mid Value TR USD 12-24-14 3.89 1.08 3.96 12.31 13.21 23.10 16.74
Morningstar Small Cap TR USD 12-24-14 2.75 0.94 6.22 7.24 7.73 19.55 16.20
Morningstar Small Core TR USD 12-24-14 2.49 0.58 5.75 8.60 9.07 19.64 15.60
Morningstar Small Growth TR USD 12-24-14 2.92 0.98 5.68 2.92 3.36 18.38 16.52
Morningstar Small Value TR USD 12-24-14 2.85 1.26 7.21 10.15 10.71 20.60 16.44
Morningstar US Core TR USD 12-24-14 3.31 1.90 7.41 17.70 18.62 22.69 17.09
Morningstar US Growth TR USD 12-24-14 2.85 -0.43 4.10 13.39 14.15 20.86 15.72
Morningstar US Market TR USD 12-24-14 3.40 0.71 4.73 13.95 14.88 20.59 15.66
Morningstar US Value TR USD 12-24-14 4.08 0.69 2.65 10.84 11.96 18.40 14.21
Morningstar Wide Moat Focus TR USD 12-24-14 2.36 -1.52 0.68 10.71 12.08 21.48 15.67
               
Domestic Indexes                
DJ Industrial Average TR USD 12-24-14 3.89 1.40 5.40 11.32 12.81 16.51 14.29
NASDAQ Composite PR USD 12-24-14 2.78 0.39 4.79 14.29 14.87 22.16 15.87
NYSE Composite PR 12-24-14 3.32 -0.78 0.64 5.33 6.52 13.37 8.59
Russell 2000 TR USD 12-24-14 2.75 1.80 7.32 5.01 5.23 18.91 15.27
               
Bond Indexes                
Barclays US Agg Bond TR USD 12-24-14 -0.26 0.12 1.50 5.50 5.56 2.76 4.35
Barclays US Government TR USD 12-24-14 -0.49 0.17 1.63 4.42 4.39 1.51 3.58
Barclays US MBS TR USD 12-24-14 -0.15 0.07 1.67 5.75 5.99 2.40 3.65
BofAML US HY Master II TR USD 12-24-14 1.97 -1.65 -1.85 2.36 2.52 8.50 8.94
USTREAS T-Bill Auction Ave 3 Mon 11-30-14 --- 0.00 0.00 0.03 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 11-30-14 --- 1.70 2.11 10.26 7.79 1.83 4.29
               
Municipal Indexes                  
Barclays Municipal TR USD 12-24-14 -0.36 0.44 1.22 8.68 8.71 4.32 5.06
               
Foreign Indexes                
DJ Malaysia PR USD 12-24-14 3.84 -9.23 -13.34 -11.91 -10.08 1.65 6.78
Euronext BEL 20 PR EUR 12-25-14 1.79 1.31 3.44 13.10 14.05 17.19 5.83
Euronext Paris CAC 40 NR EUR 12-25-14 1.10 -1.78 -1.08 2.28 4.16 14.40 4.77
Euronext Paris CAC 40 PR EUR 12-25-14 1.09 -1.97 -1.36 0.00 1.84 11.46 1.89
FSE DAX PR EUR 12-23-14 3.75 1.95 3.41 1.04 1.72 15.24 7.21
FSE DAX TR EUR 12-23-14 3.75 1.95 3.41 3.87 4.57 19.06 10.74
FTSE 100 PR GBP 12-24-14 4.32 -1.78 -1.44 -2.06 -1.26 6.24 4.12
FTSE 100 TR GBP 12-24-14 4.32 -1.72 -0.86 1.39 2.22 10.18 7.87
FTSE 250 PR GBP 12-24-14 4.28 2.51 3.65 1.06 2.04 17.28 11.82
Hang Seng Hong Kong Composite PR HKD 12-24-14 2.60 -2.46 -2.13 -1.50 -0.79 7.59 1.42
Hang Seng HSI PR HKD 12-24-14 3.38 -2.28 -2.39 0.18 0.73 7.82 1.65
MSCI AC Far East Ex Japan PR USD 12-25-14 1.96 -2.12 -3.21 -0.35 0.60 5.90 3.54
MSCI ACWI PR USD 12-25-14 1.19 -1.49 0.38 2.90 4.18 11.92 7.01
MSCI EAFE NR USD 12-25-14 1.26 -2.84 -3.75 -4.16 -2.23 11.65 5.61
MSCI EAFE PR LCL 12-25-14 2.07 -0.58 1.91 3.97 5.48 13.61 4.90
MSCI EASEA PR LCL 12-25-14 1.70 -0.91 0.81 2.73 3.73 10.77 4.08
MSCI EM Latin America PR USD 12-25-14 2.09 -12.05 -16.49 -14.86 -14.49 -9.33 -7.63
MSCI EM PR LCL 12-25-14 1.90 -2.93 -2.07 2.04 2.89 5.13 2.44
MSCI EM PR USD 12-25-14 1.66 -5.80 -7.32 -5.19 -4.45 0.82 -0.49
MSCI Europe NR USD 12-25-14 0.75 -3.12 -3.66 -5.08 -3.11 12.55 5.67
MSCI Europe PR LCL 12-25-14 1.45 -1.01 0.87 2.79 3.87 11.09 4.39
MSCI Hong Kong PR USD 12-25-14 2.24 -4.49 -1.06 1.57 2.16 10.95 6.32
MSCI Japan NR USD 12-25-14 2.06 -1.50 -3.57 -3.42 -0.95 10.80 5.30
MSCI Japan PR LCL 12-25-14 3.48 0.70 6.19 8.93 12.51 25.59 9.04
MSCI North America NR USD 12-25-14 1.09 0.32 5.32 13.01 13.96 18.70 13.92
MSCI Pacific Ex Japan NR USD 12-25-14 2.71 -3.71 -4.84 -1.44 -0.68 8.69 6.38
MSCI Pacific Ex Japan PR LCL 12-25-14 3.19 -0.49 0.07 1.31 1.87 9.45 2.97
MSCI Pacific NR USD 12-25-14 2.30 -2.32 -4.03 -2.66 -0.81 10.03 5.71
MSCI Pacific PR LCL 12-25-14 3.37 0.26 3.81 5.84 8.26 18.85 6.39
MSCI World ex USA NR USD 12-25-14 1.32 -3.11 -3.91 -3.68 -1.85 11.00 5.46
MSCI World Ex USA PR LCL 12-25-14 2.06 -0.81 1.57 4.31 5.76 12.96 4.80
Nikkei 225 Average PR JPY 12-25-14 3.48 2.30 8.76 9.31 11.24 28.49 11.16
S&P BSE SENSEX India INR 12-24-14 1.87 -4.53 1.73 28.52 29.36 20.02 9.40
S&P/ASX All Ordinaries PR 12-24-14 4.45 0.38 -0.12 0.31 0.83 8.60 2.46
S&P/TSX Composite PR 12-24-14 2.78 -2.70 -3.38 7.25 8.07 7.00 4.44
Shanghai SE Composite PR CNY 12-25-14 0.49 19.67 31.02 45.21 45.87 11.70 -0.44
SIX SMI CHF 12-23-14 2.58 -0.65 2.94 9.98 11.28 15.25 6.52
SIX SMI TR CHF 12-23-14 2.58 -0.65 2.97 13.42 14.76 19.00 9.95
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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