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MSCI ESG ESG Indices - Price Index (in USD) as of 12/31/2004 |
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| Index Levels | Returns | Compound Annual Returns | |||||||||||||||||||||||
| MSCI Index | Last | Day | MTD | QTD | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||||||||||||||||
| MSCI World | 1,169.341 | -0.05% | 3.73% | 11.59% | 12.84% | 12.84% | 5.23% | -3.82% | 6.57% | ||||||||||||||||
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| MSCI World ex USA | 1,487.234 | 0.03% | 4.16% | 14.81% | 17.78% | 17.78% | 9.85% | -2.55% | 4.19% | ||||||||||||||||
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| MSCI EAFE | 1,515.476 | 0.01% | 4.33% | 14.98% | 17.59% | 17.59% | 9.48% | -2.95% | 3.86% | ||||||||||||||||
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| MSCI Europe | 1,377.946 | -0.24% | 4.18% | 15.56% | 17.85% | 17.85% | 8.27% | -2.02% | 8.37% | ||||||||||||||||
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| MSCI Pacific | 1,935.125 | 0.59% | 4.68% | 13.67% | 17.19% | 17.19% | 12.69% | -4.92% | -1.80% | ||||||||||||||||
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| MSCI North America | 1,233.457 | -0.10% | 3.25% | 9.07% | 9.36% | 9.36% | 2.19% | -4.26% | 10.22% | ||||||||||||||||
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| MSCI USA IMI ESG | 70.090 | -0.13% | 3.86% | 10.79% | 10.19% | 10.19% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA IMI | 774.100 | -0.14% | 3.44% | 9.55% | 10.48% | 10.48% | 3.14% | -3.13% | 10.21% | ||||||||||||||||
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| MSCI USA Broad ESG | 70.090 | -0.13% | 3.86% | 10.79% | 10.19% | 10.19% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA IMI | 774.100 | -0.14% | 3.44% | 9.55% | 10.48% | 10.48% | 3.14% | -3.13% | 10.21% | ||||||||||||||||
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| MSCI USA ESG | 69.068 | -0.12% | 4.00% | 10.46% | 9.69% | 9.69% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,137.429 | -0.13% | 3.34% | 8.90% | 8.80% | 8.80% | 1.60% | -4.69% | 10.18% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 84.867 | -0.13% | 3.80% | 9.36% | 8.28% | 8.28% | 1.01% | N/A | N/A | ||||||||||||||||
| MSCI USA Large | 798.193 | -0.17% | 3.29% | 7.93% | 7.09% | 7.09% | 0.31% | -5.97% | 9.56% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 132.994 | -0.03% | 4.90% | 13.66% | 15.17% | 15.17% | 11.24% | N/A | N/A | ||||||||||||||||
| MSCI USA Mid | 713.541 | -0.00% | 3.98% | 13.43% | 19.78% | 19.78% | 9.50% | 3.14% | 11.53% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 127.736 | -0.26% | 2.70% | 13.61% | 14.70% | 14.70% | 8.61% | N/A | N/A | ||||||||||||||||
| MSCI USA Small | 251.755 | -0.18% | 3.36% | 13.69% | 18.02% | 18.02% | 11.00% | 11.08% | 13.59% | ||||||||||||||||
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| MSCI USA SMID ESG | 130.936 | -0.13% | 3.97% | 13.64% | 14.97% | 14.97% | 10.17% | N/A | N/A | ||||||||||||||||
| MSCI USA Small Mid | 721.960 | -0.06% | 3.79% | 13.46% | 18.80% | 18.80% | 10.33% | 4.79% | 11.73% | ||||||||||||||||
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| MSCI USA ESG Select | 108.580 | -0.13% | 3.49% | 9.35% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,137.429 | -0.13% | 3.34% | 8.90% | 8.80% | 8.80% | 1.60% | -4.69% | 10.18% | ||||||||||||||||
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| MSCI KLD 400 Social | 452.710 | -0.16% | 3.50% | 9.05% | 8.71% | 8.71% | 2.69% | -4.35% | 11.11% | ||||||||||||||||
| MSCI USA | 1,137.429 | -0.13% | 3.34% | 8.90% | 8.80% | 8.80% | 1.60% | -4.69% | 10.18% | ||||||||||||||||
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| MSCI USA Catholic Values | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,137.429 | -0.13% | 3.34% | 8.90% | 8.80% | 8.80% | 1.60% | -4.69% | 10.18% | ||||||||||||||||
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| MSCI World IMI | 714.173 | -0.05% | 3.79% | 11.90% | 14.12% | 14.12% | 6.84% | -3.01% | 6.56% | ||||||||||||||||
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| MSCI ACWI IMI | 700.049 | -0.01% | 3.86% | 12.16% | 14.57% | 14.57% | 7.44% | -2.81% | 5.98% | ||||||||||||||||
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| MSCI ACWI | 284.521 | -0.02% | 3.78% | 11.85% | 13.30% | 13.30% | 5.83% | -3.59% | 6.22% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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