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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 05-20-13 1.94 7.04 10.78 17.41 30.58 18.25 5.46 Morningstar Large Core TR USD 05-20-13 2.07 6.30 12.74 21.54 36.69 19.50 7.61 Morningstar Large Growth TR USD 05-20-13 1.18 7.75 9.55 13.64 24.64 18.22 5.60 Morningstar Large Value TR USD 05-20-13 2.61 7.03 10.22 17.63 31.33 17.24 2.98 Morningstar Mid Cap TR USD 05-20-13 2.22 8.56 11.11 20.04 36.92 20.01 7.42 Morningstar Mid Core TR USD 05-20-13 2.17 8.44 10.51 19.50 36.16 21.99 8.44 Morningstar Mid Growth TR USD 05-20-13 1.85 8.57 9.73 17.38 31.63 19.22 5.25 Morningstar Mid Value TR USD 05-20-13 2.64 8.67 13.14 23.36 43.38 18.72 8.55 Morningstar Small Cap TR USD 05-20-13 2.41 9.39 9.47 18.62 35.68 18.84 9.17 Morningstar Small Core TR USD 05-20-13 2.67 9.81 10.40 19.46 36.47 17.84 8.35 Morningstar Small Growth TR USD 05-20-13 2.17 10.17 8.91 17.00 31.93 19.87 8.22 Morningstar Small Value TR USD 05-20-13 2.36 8.21 9.02 19.24 38.60 18.78 10.89 Morningstar US Core TR USD 05-20-13 2.14 7.00 12.09 20.95 36.55 19.96 7.98 Morningstar US Growth TR USD 05-20-13 1.38 8.06 9.55 14.59 26.46 18.61 5.76 Morningstar US Market TR USD 05-20-13 2.03 7.51 10.76 18.03 32.18 18.69 6.17 Morningstar US Value TR USD 05-20-13 2.60 7.45 10.74 18.89 34.18 17.64 4.64 Morningstar Wide Moat Focus TR USD 05-20-13 2.58 10.99 9.48 14.14 34.84 19.10 12.89                 Domestic Indexes                 DJ Industrial Average TR USD 05-20-13 1.70 5.73 10.80 18.23 27.32 18.18 6.61 NASDAQ Composite PR USD 05-20-13 1.68 9.06 10.49 15.79 25.83 16.63 7.01 NYSE Composite PR 05-20-13 1.59 6.60 7.92 13.55 29.08 12.95 0.11 Russell 2000 TR USD 05-20-13 2.51 9.48 9.64 18.04 35.53 17.55 7.82                 Bond Indexes                 Barclays US Agg Bond TR USD 05-20-13 -0.19 -0.74 0.66 -0.04 2.20 4.77 5.42 Barclays US Government TR USD 05-20-13 -0.12 -0.77 0.56 -0.23 0.56 4.08 4.62 Barclays US MBS TR USD 05-20-13 -0.28 -0.73 0.06 -0.35 0.78 3.43 4.94 BofAML US HY Master II TR USD 05-20-13 -0.01 1.78 3.85 5.45 15.96 12.33 10.73 USTREAS T-Bill Auction Ave 3 Mon 04-30-13 --- 0.01 0.02 0.03 0.09 0.09 0.26 USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-13 --- 1.70 3.40 1.33 4.00 8.33 6.41                 Municipal Indexes                   Barclays Municipal TR USD 05-20-13 -0.06 -0.04 0.67 1.07 4.07 5.85 5.77                 Foreign Indexes                 DJ Malaysia PR USD 05-20-13 -0.18 6.95 16.16 10.76 22.93 15.41 8.16 Euronext BEL 20 PR EUR 05-21-13 0.37 7.08 8.98 10.46 30.62 4.60 -6.20 Euronext Paris CAC 40 NR EUR 05-21-13 2.01 12.07 13.05 12.57 37.42 8.85 -0.95 Euronext Paris CAC 40 PR EUR 05-21-13 1.77 10.52 11.35 10.85 33.33 5.57 -4.30 FSE DAX PR EUR 05-21-13 1.00 11.25 8.85 8.06 29.08 9.51 0.03 FSE DAX TR EUR 05-21-13 1.60 13.57 11.72 11.29 33.82 13.27 3.77 FTSE 100 PR GBP 05-21-13 1.76 8.23 8.14 15.36 28.27 10.35 1.88 FTSE 100 TR GBP 05-21-13 1.90 8.72 9.38 17.26 33.08 14.31 5.77 FTSE 250 PR GBP 05-21-13 2.98 8.73 9.23 19.64 41.88 16.16 7.81 Hang Seng Hong Kong Composite PR HKD 05-21-13 1.82 6.26 1.63 3.56 24.26 6.09 -2.21 Hang Seng HSI PR HKD 05-21-13 2.11 6.36 2.21 3.34 23.74 6.20 -1.66 MSCI AC Far East Ex Japan PR USD 05-21-13 0.90 4.70 1.34 2.68 19.76 9.31 0.24 MSCI ACWI PR USD 05-20-13 1.31 6.39 6.47 11.58 27.14 11.72 -0.75 MSCI EAFE NR USD 05-21-13 1.05 7.30 9.46 12.86 34.63 12.96 -0.99 MSCI EAFE PR LCL 05-21-13 1.72 9.10 12.44 19.15 38.44 8.32 -2.03 MSCI EASEA PR LCL 05-21-13 1.12 8.00 7.48 12.34 29.94 7.46 -1.64 MSCI EM Latin America PR USD 05-20-13 0.05 0.22 -3.23 -2.33 9.45 2.93 -6.45 MSCI EM PR LCL 05-20-13 1.31 4.51 0.05 1.05 15.20 6.00 -1.50 MSCI EM PR USD 05-20-13 0.60 3.66 -1.90 -0.67 15.61 5.91 -3.20 MSCI Europe NR USD 05-21-13 0.71 7.78 7.46 9.79 33.38 13.35 -2.06 MSCI Europe PR LCL 05-21-13 1.35 8.70 8.25 12.75 30.70 7.67 -1.64 MSCI Hong Kong PR USD 05-21-13 1.72 5.72 4.52 8.59 30.35 13.05 2.24 MSCI Japan NR USD 05-21-13 3.35 9.54 21.26 26.56 40.26 10.42 0.19 MSCI Japan PR JPY 05-21-13 3.86 13.10 32.68 48.76 77.46 12.97 -1.90 MSCI North America NR USD 05-20-13 1.76 7.05 9.58 15.91 29.28 16.70 4.34 MSCI Pacific Ex Japan NR USD 05-21-13 -1.19 1.81 2.04 7.80 32.84 16.89 3.58 MSCI Pacific Ex Japan PR LCL 05-21-13 -0.09 4.98 4.27 10.86 28.03 7.48 -0.87 MSCI Pacific NR USD 05-21-13 1.61 6.53 13.29 18.85 37.44 12.68 1.43 MSCI Pacific PR LCL 05-21-13 2.35 9.92 20.55 32.19 55.42 10.35 -2.12 MSCI World Ex US NR USD 05-20-13 0.93 7.02 6.28 11.39 33.07 12.29 -1.24 MSCI World Ex USA PR LCL 05-20-13 1.81 8.53 9.23 17.11 35.91 7.47 -2.43 Nikkei 225 Average PR JPY 05-21-13 4.22 15.50 36.01 47.96 78.15 16.27 2.01 S&P BSE SENSEX India INR 05-20-13 2.70 6.35 2.96 4.10 25.20 6.98 3.26 S&P/ASX All Ordinaries PR 05-21-13 -0.89 4.74 3.15 10.54 25.02 6.03 -2.71 S&P/TSX Composite PR 05-17-13 0.19 5.57 -0.58 1.44 11.32 2.21 -3.39 Shanghai SE Composite PR CNY 05-21-13 3.97 2.69 -0.90 1.59 -1.84 -3.73 -8.24 SIX SMI CHF 05-21-13 1.60 9.18 10.83 21.93 43.06 10.00 1.89 SIX SMI TR CHF 05-17-13 1.25 10.34 13.61 24.91 45.20 12.47 4.92                 D dollars USD in dollars NR net dividends reinvested TR total return LCL in local currency PR price change

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