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MSCI ESG ESG Indices - Price Index (in USD) as of 5/31/2007 |
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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 | 1,616.871 | 0.51% | 2.47% | 6.78% | 8.98% | 22.28% | 15.75% | 10.81% | 6.08% | ||||||||||||||||
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| MSCI World ex USA | 2,243.518 | 0.96% | 1.73% | 6.03% | 9.71% | 23.93% | 20.82% | 14.52% | 6.52% | ||||||||||||||||
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| MSCI EAFE | 2,263.209 | 1.02% | 1.24% | 5.39% | 9.10% | 23.89% | 20.24% | 14.08% | 6.19% | ||||||||||||||||
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| MSCI Europe | 2,116.106 | 0.96% | 1.09% | 7.14% | 10.69% | 29.40% | 21.80% | 14.82% | 8.47% | ||||||||||||||||
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| MSCI Pacific | 2,721.377 | 1.17% | 1.60% | 1.55% | 5.60% | 12.67% | 16.89% | 12.49% | 2.39% | ||||||||||||||||
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| MSCI North America | 1,598.326 | 0.05% | 3.63% | 8.10% | 8.88% | 20.84% | 12.21% | 8.29% | 6.29% | ||||||||||||||||
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| MSCI USA IMI ESG | 87.658 | 0.16% | 3.32% | 7.15% | 7.68% | 19.42% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA IMI | 1,000.000 | 0.10% | 3.48% | 7.61% | 8.66% | 20.71% | 12.17% | 8.64% | 6.73% | ||||||||||||||||
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| MSCI USA Broad ESG | 87.658 | 0.16% | 3.32% | 7.15% | 7.68% | 19.42% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA IMI | 1,000.000 | 0.10% | 3.48% | 7.61% | 8.66% | 20.71% | 12.17% | 8.64% | 6.73% | ||||||||||||||||
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| MSCI USA ESG | 86.172 | 0.12% | 3.27% | 7.37% | 7.82% | 19.83% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,446.191 | 0.04% | 3.28% | 7.60% | 8.22% | 20.57% | 11.24% | 7.58% | 5.96% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 104.060 | 0.08% | 3.12% | 7.40% | 7.17% | 19.86% | N/A | 6.62% | N/A | ||||||||||||||||
| MSCI USA Large | 1,000.000 | -0.03% | 3.22% | 7.68% | 7.48% | 20.89% | 10.19% | 6.70% | 5.31% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 178.627 | 0.38% | 3.98% | 7.11% | 11.03% | 18.96% | N/A | 13.36% | N/A | ||||||||||||||||
| MSCI USA Mid | 1,000.000 | 0.35% | 3.61% | 7.35% | 11.07% | 20.39% | 17.48% | 13.03% | 9.92% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 162.131 | 0.45% | 3.81% | 5.30% | 6.46% | 15.88% | N/A | 10.54% | N/A | ||||||||||||||||
| MSCI USA Small | 324.861 | 0.51% | 4.15% | 6.55% | 8.58% | 16.12% | 13.98% | 12.44% | 11.95% | ||||||||||||||||
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| MSCI USA SMID ESG | 171.799 | 0.41% | 3.88% | 6.33% | 9.09% | 17.68% | N/A | 12.20% | N/A | ||||||||||||||||
| MSCI USA Small Mid | 1,000.000 | 0.41% | 4.08% | 7.47% | 11.42% | 20.37% | 16.87% | 13.24% | 10.25% | ||||||||||||||||
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| MSCI USA ESG Select | 132.467 | 0.16% | 3.35% | 8.13% | 7.22% | 18.41% | 9.83% | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,446.191 | 0.04% | 3.28% | 7.60% | 8.22% | 20.57% | 11.24% | 7.58% | 5.96% | ||||||||||||||||
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| MSCI KLD 400 Social | 546.427 | 0.15% | 3.05% | 7.58% | 6.94% | 19.47% | 8.79% | 6.59% | 6.11% | ||||||||||||||||
| MSCI USA | 1,446.191 | 0.04% | 3.28% | 7.60% | 8.22% | 20.57% | 11.24% | 7.58% | 5.96% | ||||||||||||||||
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| MSCI USA Catholic Values | 158.663 | 0.14% | 3.22% | 7.74% | 7.11% | 19.66% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,446.191 | 0.04% | 3.28% | 7.60% | 8.22% | 20.57% | 11.24% | 7.58% | 5.96% | ||||||||||||||||
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| MSCI Global Climate | 146.211 | 1.10% | 2.00% | 5.47% | 11.21% | 19.68% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World IMI | 1,000.000 | 0.55% | 2.58% | 6.77% | 9.33% | 22.35% | 16.41% | 11.72% | 6.72% | ||||||||||||||||
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| MSCI ACWI IMI | 1,000.000 | 0.64% | 2.77% | 7.02% | 9.58% | 23.38% | 17.39% | 12.39% | 6.56% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 1,153.280 | 0.60% | 2.65% | 7.01% | 9.18% | 23.26% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 913.620 | 0.16% | 8.37% | 14.84% | 18.03% | 24.51% | N/A | N/A | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 866.019 | 1.55% | 4.49% | 9.19% | 11.07% | 35.05% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 1,330.519 | 0.96% | 1.10% | 7.16% | 10.70% | 29.42% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 1,241.856 | 1.17% | 1.62% | 1.58% | 5.60% | 12.68% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 974.523 | 1.42% | 1.58% | 6.55% | 13.70% | 36.21% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 1,123.612 | 0.04% | 3.28% | 7.64% | 8.24% | 20.54% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 1,419.889 | 1.07% | 1.64% | -0.37% | 2.55% | 5.16% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 1,193.200 | 0.51% | 2.48% | 6.81% | 9.00% | 22.28% | N/A | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 1,297.800 | 0.55% | 2.56% | 6.86% | 8.91% | 23.18% | N/A | N/A | N/A | ||||||||||||||||
| MSCI ACWI | 401.515 | 0.60% | 2.64% | 6.99% | 9.17% | 23.26% | 16.75% | 11.52% | 6.15% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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