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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 08-29-14 0.77 3.92 4.64 9.79 25.08 20.48 16.49
Morningstar Large Core TR USD 08-29-14 0.61 3.97 3.31 8.95 22.28 21.94 17.13
Morningstar Large Growth TR USD 08-29-14 0.51 4.78 6.45 11.46 30.68 21.17 18.13
Morningstar Large Value TR USD 08-29-14 1.21 3.00 4.15 8.97 22.25 18.50 14.34
Morningstar Mid Cap TR USD 08-29-14 1.01 4.91 5.34 10.22 25.74 21.27 19.61
Morningstar Mid Core TR USD 08-29-14 0.85 4.59 5.27 11.98 28.31 22.32 20.57
Morningstar Mid Growth TR USD 08-29-14 1.01 5.76 6.43 8.17 22.04 17.76 19.14
Morningstar Mid Value TR USD 08-29-14 1.19 4.38 4.28 10.79 27.31 23.88 19.13
Morningstar Small Cap TR USD 08-29-14 1.26 5.01 4.34 4.74 20.64 20.03 18.54
Morningstar Small Core TR USD 08-29-14 0.92 4.96 4.23 6.41 22.81 19.37 18.16
Morningstar Small Growth TR USD 08-29-14 1.94 5.38 4.97 0.58 15.34 18.76 18.36
Morningstar Small Value TR USD 08-29-14 0.95 4.68 3.89 7.17 23.83 22.00 19.02
Morningstar US Core TR USD 08-29-14 0.68 4.17 3.77 9.37 23.51 21.85 17.95
Morningstar US Growth TR USD 08-29-14 0.69 5.00 6.34 10.07 27.83 20.31 18.41
Morningstar US Market TR USD 08-29-14 0.85 4.19 4.76 9.53 24.91 20.62 17.30
Morningstar US Value TR USD 08-29-14 1.19 3.38 4.16 9.21 23.40 19.83 15.64
Morningstar Wide Moat Focus TR USD 08-29-14 1.08 5.15 5.66 10.31 24.59 24.17 17.78
               
Domestic Indexes                
DJ Industrial Average TR USD 08-29-14 0.63 3.60 2.87 4.84 18.18 16.72 15.45
NASDAQ Composite PR USD 08-29-14 0.92 4.82 7.96 9.67 27.59 21.09 17.92
NYSE Composite PR 09-01-14 0.37 3.31 2.70 6.21 19.15 14.06 11.23
Russell 2000 TR USD 08-29-14 1.24 4.96 3.85 1.75 17.68 19.00 17.03
               
Bond Indexes                
Barclays US Agg Bond TR USD 08-29-14 0.36 1.10 0.90 4.81 5.66 2.91 4.48
Barclays US Government TR USD 08-29-14 0.33 1.01 0.72 3.54 3.54 1.75 3.38
Barclays US MBS TR USD 08-29-14 0.24 0.94 0.61 4.39 5.42 2.18 3.68
BofAML US HY Master II TR USD 09-01-14 0.13 2.09 1.04 5.85 10.64 10.27 12.18
USTREAS T-Bill Auction Ave 3 Mon 08-31-14 --- 0.00 0.01 0.03 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 Yr 08-31-14 --- 2.24 1.77 7.98 6.54 1.74 4.36
               
Municipal Indexes                  
Barclays Municipal TR USD 08-29-14 0.38 1.21 1.48 7.47 10.14 4.88 5.39
               
Foreign Indexes                
DJ Malaysia PR USD 09-01-14 0.16 1.61 2.97 5.38 13.24 7.11 12.77
Euronext BEL 20 PR EUR 09-02-14 -0.81 3.84 0.55 8.69 17.29 12.71 6.77
Euronext Paris CAC 40 NR EUR 09-02-14 -0.34 4.18 -2.85 3.83 11.85 14.70 7.14
Euronext Paris CAC 40 PR EUR 09-02-14 -0.34 4.18 -3.05 1.92 9.29 11.62 4.15
FSE DAX PR EUR 09-02-14 -0.85 3.22 -4.45 -3.18 12.18 15.90 8.73
FSE DAX TR EUR 09-02-14 -0.85 3.22 -4.45 -0.47 15.32 19.74 12.31
FTSE 100 PR GBP 09-02-14 0.09 2.25 -0.51 1.19 4.96 8.87 7.23
FTSE 100 TR GBP 09-02-14 0.12 2.98 0.52 4.02 8.70 12.98 11.11
FTSE 250 PR GBP 09-02-14 -0.20 3.65 -0.74 0.19 7.33 15.43 13.38
Hang Seng Hong Kong Composite PR HKD 09-02-14 -1.21 0.66 6.92 3.49 10.59 5.75 4.57
Hang Seng HSI PR HKD 09-02-14 -1.41 0.77 7.11 6.07 11.48 6.94 4.84
MSCI AC Far East Ex Japan PR USD 09-02-14 -0.68 0.88 5.13 7.29 14.42 5.52 7.57
MSCI ACWI PR USD 09-01-14 0.21 2.54 2.38 5.64 18.58 11.78 9.76
MSCI EAFE NR USD 09-02-14 -0.47 0.55 -1.42 2.51 14.76 12.22 8.74
MSCI EAFE PR LCL 09-02-14 0.10 2.25 0.57 2.36 11.61 13.04 5.96
MSCI EASEA PR LCL 09-02-14 -0.10 2.60 -0.65 3.46 10.76 11.80 6.18
MSCI EM Latin America PR USD 09-01-14 2.73 6.81 12.83 14.30 20.06 -3.73 2.47
MSCI EM PR LCL 09-01-14 0.18 2.52 6.65 7.97 15.23 6.02 5.94
MSCI EM PR USD 09-01-14 0.49 2.87 6.12 8.76 17.32 1.66 5.31
MSCI Europe NR USD 09-02-14 -0.63 1.11 -3.62 1.74 15.50 13.70 9.32
MSCI Europe PR LCL 09-02-14 -0.11 2.93 -1.32 2.89 10.70 12.44 6.42
MSCI Hong Kong PR USD 09-02-14 -1.74 0.08 5.35 7.74 15.16 9.10 9.58
MSCI Japan NR USD 09-02-14 -0.13 -1.63 2.72 -0.62 10.43 9.11 5.55
MSCI Japan PR LCL 09-02-14 0.90 0.89 5.58 -1.58 14.82 18.74 6.19
MSCI North America NR USD 09-01-14 0.39 4.15 4.84 9.75 24.36 19.00 16.17
MSCI Pacific Ex Japan NR USD 09-02-14 -0.24 1.30 4.06 11.62 17.43 10.40 11.97
MSCI Pacific Ex Japan PR LCL 09-02-14 -0.16 0.95 2.86 5.87 10.40 9.28 5.56
MSCI Pacific NR USD 09-02-14 -0.17 -0.52 3.23 3.80 13.04 9.62 7.83
MSCI Pacific PR LCL 09-02-14 0.49 0.91 4.53 1.04 13.11 14.70 5.57
MSCI World ex USA NR USD 09-01-14 0.06 0.82 -0.35 3.56 17.03 10.80 8.58
MSCI World Ex USA PR LCL 09-01-14 0.10 1.93 1.28 3.10 13.77 11.48 5.77
Nikkei 225 Average PR JPY 09-02-14 0.95 0.94 4.91 -3.82 15.44 20.52 8.79
S&P BSE SENSEX India INR 09-02-14 2.18 6.04 9.46 27.63 43.06 17.11 11.80
S&P/ASX All Ordinaries PR 09-02-14 0.40 1.97 2.87 5.68 9.25 9.39 4.98
S&P/TSX Composite PR 08-29-14 0.58 1.92 7.00 14.71 23.49 6.96 7.53
Shanghai SE Composite PR CNY 09-01-14 0.28 2.30 9.63 5.65 6.53 -4.37 -3.59
SIX SMI CHF 09-02-14 0.97 4.13 0.79 6.76 10.97 17.78 7.54
SIX SMI TR CHF 09-02-14 0.97 4.15 0.81 10.00 14.42 21.61 10.99
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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