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 05-01-15 -0.49 2.64 6.25 3.03 14.22 16.66 14.48
Morningstar Large Core TR USD 05-01-15 -0.40 2.55 5.12 0.69 14.68 18.43 15.28
Morningstar Large Growth TR USD 05-01-15 -1.60 1.71 6.72 6.27 20.19 17.29 15.96
Morningstar Large Value TR USD 05-01-15 0.71 3.83 6.98 2.07 7.79 14.33 12.24
Morningstar Mid Cap TR USD 05-01-15 -0.91 0.70 6.53 4.82 14.54 18.27 15.62
Morningstar Mid Core TR USD 05-01-15 -0.53 0.46 6.18 4.36 16.67 18.46 16.87
Morningstar Mid Growth TR USD 05-01-15 -1.52 0.81 8.37 7.60 17.69 16.73 15.41
Morningstar Mid Value TR USD 05-01-15 -0.67 0.84 5.00 2.47 9.27 19.68 14.53
Morningstar Small Cap TR USD 05-01-15 -2.25 -1.55 5.47 2.59 10.48 16.42 13.84
Morningstar Small Core TR USD 05-01-15 -1.69 -1.05 5.80 2.90 10.87 16.34 13.18
Morningstar Small Growth TR USD 05-01-15 -3.29 -1.93 6.13 4.36 12.08 15.86 14.92
Morningstar Small Value TR USD 05-01-15 -1.79 -1.68 4.50 0.61 8.57 17.05 13.43
Morningstar US Core TR USD 05-01-15 -0.51 1.86 5.38 1.58 14.82 18.30 15.48
Morningstar US Growth TR USD 05-01-15 -1.69 1.30 7.00 6.41 19.16 17.08 15.83
Morningstar US Market TR USD 05-01-15 -0.70 1.95 6.25 3.36 14.04 16.98 14.69
Morningstar US Value TR USD 05-01-15 0.24 2.78 6.38 2.04 8.15 15.60 12.79
Morningstar Wide Moat Focus TR USD 05-01-15 0.41 5.31 9.62 2.39 9.03 16.74 14.46
               
Domestic Indexes                
DJ Industrial Average TR USD 05-01-15 -0.31 1.91 5.59 1.81 11.39 13.49 13.22
NASDAQ Composite PR USD 05-01-15 -1.70 2.56 7.99 5.69 21.27 17.95 15.25
NYSE Composite PR 05-01-15 -0.47 2.28 5.72 2.78 4.81 10.92 8.31
Russell 2000 TR USD 05-01-15 -3.09 -1.83 5.72 2.32 10.51 16.17 12.88
               
Bond Indexes                
Barclays US Agg Bond TR USD 05-01-15 -0.92 -0.98 -1.16 0.91 3.89 2.54 4.05
Barclays US Government TR USD 05-01-15 -0.93 -1.14 -1.71 0.74 3.58 1.64 3.43
Barclays US MBS TR USD 05-01-15 -0.37 -0.29 0.09 0.94 4.21 2.28 3.48
BofAML US HY Master II TR USD 05-01-15 -0.10 1.19 3.08 3.79 2.54 7.45 8.19
USTREAS T-Bill Auction Ave 3 Mon 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 04-30-15 --- -0.82 -2.86 1.65 7.92 1.81 5.23
               
Municipal Indexes                  
Barclays Municipal TR USD 05-01-15 -0.54 -0.71 -1.37 0.37 4.54 3.42 4.72
               
Foreign Indexes                
DJ Malaysia PR USD 05-01-15 -1.39 4.04 3.87 2.13 -10.59 -0.61 4.21
Euronext BEL 20 PR EUR 05-01-15 -3.31 -1.83 4.08 11.84 18.91 18.49 7.49
Euronext Paris CAC 40 NR EUR 05-01-15 -2.77 0.03 10.11 18.67 15.13 19.34 8.83
Euronext Paris CAC 40 PR EUR 05-01-15 -2.98 -0.31 9.61 18.11 12.46 16.24 5.74
FSE DAX PR EUR 04-30-15 -2.47 -4.72 6.59 15.92 16.25 15.80 9.78
FSE DAX TR EUR 04-30-15 -2.30 -4.28 7.11 16.82 19.28 19.21 13.30
FTSE 100 PR GBP 05-01-15 -1.20 2.59 3.50 6.39 2.60 6.32 4.70
FTSE 100 TR GBP 05-01-15 -1.15 2.97 4.88 7.91 6.34 10.30 8.52
FTSE 250 PR GBP 05-01-15 -1.47 2.01 7.13 8.60 10.21 14.94 11.00
Hang Seng Hong Kong Composite PR HKD 04-30-15 1.15 15.29 18.75 21.56 30.03 10.93 5.86
Hang Seng HSI PR HKD 04-30-15 1.10 12.98 14.80 19.18 27.10 10.07 5.91
MSCI AC Far East Ex Japan PR USD 05-01-15 -1.16 8.07 11.21 13.39 15.30 6.67 5.44
MSCI ACWI PR USD 05-01-15 -0.77 3.21 6.79 5.05 5.66 9.99 7.35
MSCI EAFE NR USD 05-01-15 -0.90 3.64 8.32 8.85 1.01 11.20 7.34
MSCI EAFE PR LCL 05-01-15 -2.13 0.78 7.85 11.04 14.77 14.94 6.48
MSCI EASEA PR LCL 05-01-15 -2.15 -0.10 6.61 10.55 10.11 12.20 5.88
MSCI EM Latin America PR USD 05-01-15 -2.06 6.25 4.76 -1.85 -17.80 -11.87 -8.34
MSCI EM PR LCL 05-01-15 -1.49 5.00 8.83 10.33 14.69 5.96 4.15
MSCI EM PR USD 05-01-15 -1.37 6.42 8.78 9.38 5.02 0.66 0.50
MSCI Europe NR USD 05-01-15 -0.12 3.68 7.80 7.79 -3.51 11.60 7.85
MSCI Europe PR LCL 05-01-15 -2.28 -0.41 6.89 10.96 10.24 12.82 6.25
MSCI Hong Kong PR USD 05-01-15 0.32 8.23 8.78 14.79 18.91 11.50 9.18
MSCI Japan NR USD 05-01-15 -2.97 3.48 10.68 13.27 16.42 12.43 6.49
MSCI Japan PR LCL 05-01-15 -2.08 3.87 12.39 12.68 34.52 26.34 9.69
MSCI North America NR USD 05-01-15 -0.49 2.61 6.47 3.06 12.56 15.22 13.05
MSCI Pacific Ex Japan NR USD 05-01-15 -1.03 3.98 6.96 6.98 1.48 7.34 6.74
MSCI Pacific Ex Japan PR LCL 05-01-15 -1.28 1.69 5.02 8.57 8.98 9.52 4.53
MSCI Pacific NR USD 05-01-15 -2.29 3.65 9.34 10.96 10.67 10.52 6.60
MSCI Pacific PR LCL 05-01-15 -1.80 3.11 9.69 11.23 24.29 19.35 7.40
MSCI World ex USA NR USD 05-01-15 -0.87 3.93 8.47 8.09 0.73 10.37 6.90
MSCI World Ex USA PR LCL 05-01-15 -2.00 0.94 7.59 10.49 13.94 14.23 6.27
Nikkei 225 Average PR JPY 05-01-15 -2.44 2.61 10.51 11.92 34.84 27.83 12.05
S&P BSE SENSEX India INR 04-30-15 -2.61 -3.38 -7.44 -1.77 20.49 15.97 9.00
S&P/ASX All Ordinaries PR 05-01-15 -1.83 -0.58 4.45 7.61 6.78 8.84 3.71
S&P/TSX Composite PR 05-01-15 -0.44 2.66 4.54 4.83 4.61 7.54 4.67
Shanghai SE Composite PR CNY 04-30-15 0.61 18.51 38.35 37.31 119.19 22.84 9.12
SIX SMI CHF 04-30-15 -2.80 -0.57 8.25 1.04 7.08 14.19 6.53
SIX SMI TR CHF 04-30-15 -2.67 0.68 10.96 3.57 10.46 17.60 9.99
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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