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MSCI ESG ESG Indices - Price Index (in USD) as of 7/31/2006 |
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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 | 1,327.233 | -0.07% | 0.55% | 0.55% | 5.52% | 11.70% | 14.34% | 4.41% | 5.85% | ||||||||||||||||
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| MSCI World ex USA | 1,820.014 | -0.03% | 0.87% | 0.87% | 9.41% | 21.33% | 20.97% | 8.65% | 5.27% | ||||||||||||||||
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| MSCI EAFE | 1,839.660 | -0.03% | 0.92% | 0.92% | 9.50% | 21.18% | 20.57% | 8.24% | 4.88% | ||||||||||||||||
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| MSCI Europe | 1,659.885 | -0.41% | 1.42% | 1.42% | 13.06% | 19.00% | 20.02% | 8.00% | 8.11% | ||||||||||||||||
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| MSCI Pacific | 2,392.844 | 0.81% | -0.13% | -0.13% | 2.54% | 26.50% | 22.00% | 8.86% | 0.39% | ||||||||||||||||
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| MSCI North America | 1,323.799 | -0.11% | 0.23% | 0.23% | 2.22% | 4.45% | 9.76% | 1.54% | 7.33% | ||||||||||||||||
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| MSCI USA IMI ESG | 72.915 | -0.14% | -0.75% | -0.75% | 0.10% | 1.52% | 8.85% | N/A | N/A | ||||||||||||||||
| MSCI USA IMI | 827.643 | -0.07% | -0.14% | -0.14% | 2.23% | 3.63% | 10.09% | 2.35% | 7.45% | ||||||||||||||||
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| MSCI USA Broad ESG | 72.915 | -0.14% | -0.75% | -0.75% | 0.10% | 1.52% | 8.85% | N/A | N/A | ||||||||||||||||
| MSCI USA IMI | 827.643 | -0.07% | -0.14% | -0.14% | 2.23% | 3.63% | 10.09% | 2.35% | 7.45% | ||||||||||||||||
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| MSCI USA ESG | 71.593 | -0.17% | -0.43% | -0.43% | -0.28% | 1.40% | 8.46% | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,202.076 | -0.11% | 0.23% | 0.23% | 1.82% | 3.32% | 8.86% | 0.87% | 7.05% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 86.869 | -0.21% | 0.01% | 0.01% | -0.39% | 1.10% | 7.24% | -0.10% | N/A | ||||||||||||||||
| MSCI USA Large | 836.529 | -0.18% | 1.05% | 1.05% | 2.38% | 3.49% | 7.67% | 0.05% | 6.38% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 145.366 | 0.08% | -2.66% | -2.66% | -0.13% | 2.46% | 13.83% | 8.20% | N/A | ||||||||||||||||
| MSCI USA Mid | 811.313 | 0.22% | -2.58% | -2.58% | 1.48% | 5.37% | 16.46% | 7.60% | 9.86% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 136.380 | 0.09% | -3.34% | -3.34% | 2.93% | 2.21% | 12.23% | 6.55% | N/A | ||||||||||||||||
| MSCI USA Small | 269.260 | 0.12% | -3.32% | -3.32% | 2.15% | 2.63% | 14.89% | 9.17% | 11.92% | ||||||||||||||||
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| MSCI USA SMID ESG | 141.767 | 0.08% | -2.94% | -2.94% | 1.18% | 2.36% | 13.17% | 7.54% | N/A | ||||||||||||||||
| MSCI USA Small Mid | 807.706 | 0.19% | -2.78% | -2.78% | 1.87% | 3.90% | 15.85% | 8.19% | 10.00% | ||||||||||||||||
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| MSCI USA ESG Select | 111.521 | -0.06% | -0.47% | -0.47% | 0.66% | 2.13% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,202.076 | -0.11% | 0.23% | 0.23% | 1.82% | 3.32% | 8.86% | 0.87% | 7.05% | ||||||||||||||||
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| MSCI KLD 400 Social | 455.714 | -0.25% | -0.04% | -0.04% | -0.70% | -0.01% | 6.80% | 0.57% | 7.47% | ||||||||||||||||
| MSCI USA | 1,202.076 | -0.11% | 0.23% | 0.23% | 1.82% | 3.32% | 8.86% | 0.87% | 7.05% | ||||||||||||||||
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| MSCI USA Catholic Values | 132.115 | -0.25% | -0.07% | -0.07% | -0.71% | -0.08% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,202.076 | -0.11% | 0.23% | 0.23% | 1.82% | 3.32% | 8.86% | 0.87% | 7.05% | ||||||||||||||||
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| MSCI Global Climate | 119.367 | 0.14% | -0.84% | -0.84% | 7.16% | 15.54% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World IMI | 817.474 | -0.01% | 0.26% | 0.26% | 5.56% | 11.75% | 15.23% | 5.65% | 6.16% | ||||||||||||||||
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| MSCI ACWI IMI | 810.553 | -0.01% | 0.32% | 0.32% | 5.61% | 12.52% | 15.92% | 6.40% | 5.86% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 939.450 | -0.06% | 0.59% | 0.59% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 722.074 | -0.15% | 0.19% | 0.19% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 645.843 | 0.06% | 1.14% | 1.14% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 1,043.911 | -0.41% | 1.45% | 1.45% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 1,092.034 | 0.81% | -0.12% | -0.12% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 726.102 | 0.50% | 1.20% | 1.20% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 933.917 | -0.10% | 0.21% | 0.21% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 1,327.488 | 0.91% | -0.54% | -0.54% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 979.493 | -0.07% | 0.55% | 0.55% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 1,059.507 | -0.09% | 0.67% | 0.67% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI ACWI | 327.037 | -0.06% | 0.59% | 0.59% | 5.62% | 12.55% | 15.10% | 5.14% | 5.81% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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