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MSCI ESG ESG Indices - Price Index (in USD) as of 5/31/2005 |
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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 | 1,140.677 | -0.71% | 1.52% | -0.91% | -2.45% | 9.40% | 5.63% | -3.08% | 5.46% | ||||||||||||||||
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| MSCI World ex USA | 1,433.365 | -0.80% | -0.22% | -3.12% | -3.62% | 12.68% | 7.97% | -1.77% | 3.41% | ||||||||||||||||
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| MSCI EAFE | 1,457.360 | -0.79% | -0.38% | -3.09% | -3.83% | 11.93% | 7.55% | -2.06% | 3.08% | ||||||||||||||||
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| MSCI Europe | 1,331.644 | -1.05% | -0.19% | -3.23% | -3.36% | 13.72% | 7.88% | -1.55% | 6.90% | ||||||||||||||||
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| MSCI Pacific | 1,839.287 | -0.14% | -0.82% | -2.76% | -4.95% | 7.94% | 6.78% | -3.21% | -2.11% | ||||||||||||||||
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| MSCI North America | 1,216.823 | -0.65% | 3.03% | 0.84% | -1.35% | 7.56% | 4.27% | -3.71% | 8.45% | ||||||||||||||||
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| MSCI USA IMI ESG | 68.136 | N/A | 4.61% | 1.86% | -2.79% | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA IMI | 763.440 | -0.48% | 3.58% | 1.18% | -1.38% | 7.74% | 4.94% | -2.26% | 8.58% | ||||||||||||||||
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| MSCI USA Broad ESG | 68.136 | N/A | 4.61% | 1.86% | -2.79% | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA IMI | 763.440 | -0.48% | 3.58% | 1.18% | -1.38% | 7.74% | 4.94% | -2.26% | 8.58% | ||||||||||||||||
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| MSCI USA ESG | 67.339 | N/A | 4.41% | 2.02% | -2.50% | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,121.502 | -0.63% | 3.09% | 1.10% | -1.40% | 6.75% | 3.78% | -4.03% | 8.38% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 82.438 | N/A | 4.14% | 1.98% | -2.86% | N/A | 2.96% | N/A | N/A | ||||||||||||||||
| MSCI USA Large | 785.090 | -0.68% | 2.81% | 1.18% | -1.64% | 5.05% | 2.79% | -4.84% | 7.77% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 131.960 | N/A | 5.87% | 2.27% | -0.78% | N/A | 11.41% | N/A | N/A | ||||||||||||||||
| MSCI USA Mid | 713.602 | -0.16% | 4.70% | 0.87% | 0.01% | 15.71% | 9.59% | 3.52% | 10.16% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 121.015 | N/A | 6.42% | 0.40% | -5.26% | N/A | 7.20% | N/A | N/A | ||||||||||||||||
| MSCI USA Small | 239.469 | 0.00% | 6.56% | 0.81% | -4.88% | 9.16% | 9.83% | 10.59% | 12.16% | ||||||||||||||||
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| MSCI USA SMID ESG | 127.468 | N/A | 6.09% | 1.50% | -2.65% | N/A | 9.68% | N/A | N/A | ||||||||||||||||
| MSCI USA Small Mid | 716.421 | -0.03% | 5.37% | 1.19% | -0.77% | 14.37% | 10.08% | 5.09% | 10.49% | ||||||||||||||||
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| MSCI USA ESG Select | 106.394 | -0.58% | 4.02% | 2.30% | -2.01% | 6.39% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,121.502 | -0.63% | 3.09% | 1.10% | -1.40% | 6.75% | 3.78% | -4.03% | 8.38% | ||||||||||||||||
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| MSCI KLD 400 Social | 438.974 | N/A | 4.12% | 2.03% | -3.03% | 3.43% | 3.39% | -3.74% | 9.11% | ||||||||||||||||
| MSCI USA | 1,121.502 | -0.63% | 3.09% | 1.10% | -1.40% | 6.75% | 3.78% | -4.03% | 8.38% | ||||||||||||||||
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| MSCI USA Catholic Values | 127.345 | N/A | 4.07% | 2.01% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,121.502 | -0.63% | 3.09% | 1.10% | -1.40% | 6.75% | 3.78% | -4.03% | 8.38% | ||||||||||||||||
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| MSCI World IMI | 698.509 | -0.57% | 1.84% | -0.78% | -2.19% | 10.20% | 6.73% | -1.90% | 5.68% | ||||||||||||||||
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| MSCI ACWI IMI | 685.967 | -0.57% | 1.90% | -0.75% | -2.01% | 10.98% | 7.15% | -1.57% | 5.16% | ||||||||||||||||
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| MSCI ACWI | 278.074 | -0.72% | 1.60% | -0.87% | -2.27% | 10.23% | 6.10% | -2.76% | 5.22% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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