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 03-30-15 -0.91 -0.81 0.66 1.71 14.52 16.16 14.38
Morningstar Large Core TR USD 03-30-15 -1.00 -1.40 -1.63 -0.54 13.96 17.76 15.27
Morningstar Large Growth TR USD 03-30-15 -1.27 -0.09 5.10 6.08 22.20 17.30 16.04
Morningstar Large Value TR USD 03-30-15 -0.38 -1.00 -1.71 -0.62 7.30 13.43 11.83
Morningstar Mid Cap TR USD 03-30-15 -0.21 0.92 4.10 5.03 15.41 18.33 16.44
Morningstar Mid Core TR USD 03-30-15 -0.06 0.99 4.06 4.92 17.36 18.81 17.76
Morningstar Mid Growth TR USD 03-30-15 -0.03 1.81 7.32 8.04 17.75 16.86 16.25
Morningstar Mid Value TR USD 03-30-15 -0.56 -0.11 0.89 2.10 11.07 19.33 15.24
Morningstar Small Cap TR USD 03-30-15 -0.54 1.64 3.85 4.76 11.95 16.98 15.32
Morningstar Small Core TR USD 03-30-15 -0.67 1.81 3.60 4.62 11.53 16.79 14.86
Morningstar Small Growth TR USD 03-30-15 -0.56 1.78 6.58 7.18 13.01 16.59 16.19
Morningstar Small Value TR USD 03-30-15 -0.40 1.33 1.54 2.62 11.32 17.54 14.88
Morningstar US Core TR USD 03-30-15 -0.78 -0.69 -0.13 0.91 14.50 17.91 15.79
Morningstar US Growth TR USD 03-30-15 -0.98 0.40 5.63 6.53 20.69 17.15 16.15
Morningstar US Market TR USD 03-30-15 -0.74 -0.29 1.57 2.59 14.55 16.66 14.89
Morningstar US Value TR USD 03-30-15 -0.42 -0.64 -0.94 0.18 8.37 14.92 12.74
Morningstar Wide Moat Focus TR USD 03-30-15 -0.06 -0.99 -2.38 -1.45 6.94 15.08 14.64
               
Domestic Indexes                
DJ Industrial Average TR USD 03-30-15 -0.77 -0.76 0.54 1.44 12.71 13.60 13.37
NASDAQ Composite PR USD 03-30-15 -1.27 -0.32 3.56 4.46 19.05 16.97 15.46
NYSE Composite PR 03-30-15 -0.74 -0.67 0.51 1.38 5.31 10.22 8.05
Russell 2000 TR USD 03-30-15 -0.48 2.14 4.01 4.73 10.64 16.42 14.48
               
Bond Indexes                
Barclays US Agg Bond TR USD 03-30-15 -0.11 0.31 1.53 1.45 5.53 3.05 4.41
Barclays US Government TR USD 03-30-15 -0.12 0.46 1.54 1.45 5.06 2.27 3.81
Barclays US MBS TR USD 03-30-15 -0.06 0.23 0.99 0.92 5.33 2.49 3.61
BofAML US HY Master II TR USD 03-30-15 0.32 -0.57 2.51 2.51 2.12 7.45 8.39
USTREAS T-Bill Auction Ave 3 Mon 02-28-15 --- 0.00 0.01 0.00 0.03 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 Yr 02-28-15 --- -2.74 2.06 1.78 8.44 2.06 5.24
               
Municipal Indexes                  
Barclays Municipal TR USD 03-30-15 -0.09 0.31 1.11 1.03 6.60 4.06 5.12
               
Foreign Indexes                
DJ Malaysia PR USD 03-30-15 0.79 -3.45 -2.40 -2.26 -13.31 -2.17 4.16
Euronext BEL 20 PR EUR 03-30-15 0.30 1.30 14.85 14.54 20.54 17.42 7.21
Euronext Paris CAC 40 NR EUR 03-30-15 0.61 2.79 19.90 19.14 17.89 17.09 7.97
Euronext Paris CAC 40 PR EUR 03-30-15 0.57 2.67 19.74 18.98 15.24 14.08 4.98
FSE DAX PR EUR 03-30-15 1.60 6.02 22.89 22.89 22.66 16.46 10.84
FSE DAX TR EUR 03-30-15 1.60 6.00 23.26 23.26 26.06 20.27 14.50
FTSE 100 PR GBP 03-30-15 -2.08 -0.79 5.26 4.95 4.17 6.11 3.97
FTSE 100 TR GBP 03-30-15 -2.02 -0.24 6.36 6.06 7.92 10.04 7.73
FTSE 250 PR GBP 03-30-15 -1.96 -0.38 7.62 6.98 6.34 14.25 11.06
Hang Seng Hong Kong Composite PR HKD 03-31-15 2.66 1.54 5.51 5.51 11.71 6.66 2.72
Hang Seng HSI PR HKD 03-31-15 2.13 0.40 5.58 5.58 12.51 6.63 3.25
MSCI AC Far East Ex Japan PR USD 03-30-15 0.35 0.32 4.56 4.14 7.42 3.81 3.90
MSCI ACWI PR USD 03-30-15 -1.11 -1.01 2.05 2.63 4.94 8.70 6.84
MSCI EAFE NR USD 03-30-15 -1.38 -0.35 5.93 6.12 0.86 9.45 6.45
MSCI EAFE PR LCL 03-30-15 -0.81 1.79 11.30 11.15 16.27 13.72 6.12
MSCI EASEA PR LCL 03-30-15 -0.41 1.65 11.48 11.28 12.59 11.73 5.52
MSCI EM Latin America PR USD 03-30-15 -2.57 -8.38 -10.66 -10.86 -22.87 -16.04 -10.07
MSCI EM PR LCL 03-30-15 -0.33 -0.52 4.36 4.05 8.39 3.62 2.88
MSCI EM PR USD 03-30-15 -0.66 -2.16 1.50 1.32 -1.62 -2.38 -0.81
MSCI Europe NR USD 03-30-15 -1.16 -1.17 4.93 5.03 -3.15 9.93 6.85
MSCI Europe PR LCL 03-30-15 -0.43 2.00 12.44 12.19 13.13 12.22 5.99
MSCI Hong Kong PR USD 03-30-15 2.91 0.71 5.94 5.68 12.73 8.68 6.49
MSCI Japan NR USD 03-30-15 -1.71 2.60 10.89 11.37 14.77 9.74 5.98
MSCI Japan PR LCL 03-30-15 -2.15 2.33 10.71 10.71 31.66 22.20 9.38
MSCI North America NR USD 03-30-15 -0.88 -0.82 0.60 1.56 12.67 14.67 13.02
MSCI Pacific Ex Japan NR USD 03-30-15 -2.01 -1.67 2.56 2.76 0.04 6.50 5.62
MSCI Pacific Ex Japan PR LCL 03-30-15 -0.34 -0.58 6.50 6.56 9.22 9.32 3.60
MSCI Pacific NR USD 03-30-15 -1.82 1.07 7.84 8.21 9.19 8.59 5.88
MSCI Pacific PR LCL 03-30-15 -1.52 1.28 9.20 9.23 22.77 16.86 6.86
MSCI World ex USA NR USD 03-30-15 -1.41 -0.63 4.77 4.93 0.28 8.62 5.99
MSCI World Ex USA PR LCL 03-30-15 -0.77 1.45 10.44 10.31 15.28 13.04 5.93
Nikkei 225 Average PR JPY 03-31-15 -2.57 2.18 10.06 10.06 29.53 23.96 11.61
S&P BSE SENSEX India INR 03-31-15 -0.73 -4.78 1.67 1.67 24.89 17.12 9.79
S&P/ASX All Ordinaries PR 03-31-15 -1.22 -0.62 8.78 8.78 8.49 9.87 3.68
S&P/TSX Composite PR 03-30-15 -0.33 -2.14 1.83 1.89 4.54 6.36 4.36
Shanghai SE Composite PR CNY 03-31-15 1.53 13.22 15.87 15.87 84.33 18.32 3.81
SIX SMI CHF 03-30-15 -1.75 2.08 2.44 2.44 9.90 13.85 6.02
SIX SMI TR CHF 03-30-15 -1.75 3.32 3.70 3.70 13.29 17.44 9.44
               
D
dollars
USD
in dollars
NR
net dividends reinvested
TR
total return
LCL
in local currency
PR
price change
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