MSCI US Equity Index Total Returns as of 5/24/2017

  Index Levels Returns Compound Annual Returns
MSCI Index Last Day MTD QTD YTD 1 Yr 3 Yr 5 Yr 10 Yr
US BROAD MARKET INDEX 3,551.237 0.26% 0.79% 1.86% 7.80% 18.85% 10.08% 15.08% 7.30%
US INVESTABLE MARKET 2500 INDEX 3,725.079 0.26% 0.80% 1.86% 7.83% 18.81% 10.10% 15.08% 7.31%
US INVESTABLE MARKET VALUE 3,523.648 0.11% 0.07% 0.03% 3.24% 17.37% 8.81% 14.57% 5.55%
US INVESTABLE MARKET GROWTH 3,893.042 0.41% 1.51% 3.68% 12.66% 20.20% 11.33% 15.53% 9.01%
US INVESTABLE MARKET HIGH DIVIDEND YIELD 2,488.408 0.12% 0.11% 0.20% 4.13% 15.53% 10.19% 14.55% 7.36%
US PRIME MARKET 750 INDEX 3,622.678 0.28% 1.02% 2.11% 8.43% 18.54% 10.34% 15.15% 7.27%
US PRIME MARKET VALUE 3,428.834 0.12% 0.33% 0.24% 3.68% 16.94% 8.85% 14.58% 5.41%
US PRIME MARKET GROWTH 3,780.812 0.42% 1.68% 3.97% 13.43% 20.08% 11.76% 15.65% 9.07%
US LARGE CAP 300 INDEX 3,433.750 0.28% 1.15% 2.29% 8.73% 18.97% 10.56% 15.12% 7.20%
US LARGE CAP VALUE 3,182.884 0.09% 0.43% 0.30% 3.50% 16.80% 8.56% 14.26% 5.02%
US LARGE CAP GROWTH 3,658.242 0.46% 1.84% 4.26% 14.23% 21.06% 12.50% 15.91% 9.31%
US SMALL + MID CAP 2200 INDEX 4,758.440 0.20% -0.18% 0.64% 5.34% 18.34% 8.86% 14.98% 7.68%
US SMALL + MID CAP 2200 INDEX VALUE 4,831.415 0.17% -0.93% -0.68% 2.55% 19.04% 9.52% 15.44% 7.20%
US SMALL + MID CAP 2200 INDEX GROWTH 4,598.914 0.23% 0.58% 2.01% 8.31% 17.71% 8.19% 14.47% 8.01%
US MID CAP 450 INDEX 4,773.007 0.25% 0.38% 1.23% 7.02% 16.52% 9.31% 15.26% 7.67%
US MID CAP VALUE 5,079.299 0.30% -0.13% -0.03% 4.53% 17.64% 10.22% 16.08% 7.45%
US MID CAP GROWTH 4,384.648 0.21% 0.91% 2.56% 9.66% 15.51% 8.39% 14.43% 7.70%
US SMALL + MICRO CAP INDEX 4,294.872 0.13% -0.98% -0.16% 2.94% 21.27% 8.17% 14.64% 7.65%
US SMALL CAP 1750 INDEX 4,748.640 0.13% -0.99% -0.22% 2.97% 20.96% 8.23% 14.57% 7.70%
US SMALL CAP VALUE 4,523.630 -0.00% -2.07% -1.62% -0.20% 20.96% 8.50% 14.52% 6.86%
US SMALL CAP GROWTH 4,904.029 0.27% 0.11% 1.22% 6.37% 20.99% 7.92% 14.55% 8.44%
US MICRO CAP INDEX 4,426.540 -0.03% -0.66% 1.51% 2.21% 29.21% 7.00% 16.10% 7.89%
US IMI/ENERGY 3,593.264 -0.50% -0.18% -3.71% -10.27% 3.03% -9.46% 1.79% 1.39%
US IMI/MATERIALS 4,020.384 0.49% -0.56% 0.51% 6.81% 18.25% 5.65% 12.01% 6.09%
US IMI/INDUSTRIALS 4,273.430 0.03% 0.10% 1.92% 6.36% 22.10% 9.44% 16.22% 7.79%
US IMI/CONSUMER DISCR 4,358.713 0.37% -0.73% 1.68% 9.84% 17.00% 11.76% 17.06% 9.85%
US IMI/CONSUMER STAPLES 4,319.505 0.49% 1.30% 2.38% 8.39% 9.50% 10.86% 13.67% 10.45%
US IMI/HEALTH CARE 4,096.165 0.27% 0.15% 1.86% 11.16% 10.96% 10.91% 18.10% 10.34%
US IMI/FINANCIALS 2,101.830 -0.04% -0.30% -0.93% 1.32% 26.27% 12.35% 17.32% 1.18%
US IMI/INFORMATION TECH 4,496.275 0.51% 3.64% 6.11% 18.79% 34.83% 17.48% 18.14% 11.16%
US IMI/TELECOM SVC 2,676.360 -0.61% -3.08% -5.56% -8.54% 2.00% 4.66% 8.46% 3.81%
US IMI/UTILITIES 5,010.509 0.68% 2.43% 3.23% 9.58% 13.88% 12.20% 12.93% 6.99%

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