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MSCI ESG ESG Indices - Price Index (in USD) as of 8/31/2007 |
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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 | 1,561.585 | 1.37% | -0.27% | -2.54% | 5.26% | 14.92% | 14.89% | 13.46% | 5.49% | ||||||||||||||||
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| MSCI World ex USA | 2,172.445 | 1.57% | -1.68% | -3.10% | 6.23% | 16.35% | 19.90% | 17.32% | 6.28% | ||||||||||||||||
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| MSCI EAFE | 2,187.285 | 1.57% | -1.81% | -3.31% | 5.44% | 16.01% | 19.36% | 16.79% | 5.95% | ||||||||||||||||
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| MSCI Europe | 2,036.260 | 1.30% | -1.38% | -3.55% | 6.51% | 19.28% | 21.08% | 17.64% | 7.72% | ||||||||||||||||
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| MSCI Pacific | 2,656.381 | 2.19% | -2.77% | -2.76% | 3.08% | 9.10% | 15.71% | 14.95% | 2.87% | ||||||||||||||||
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| MSCI North America | 1,542.775 | 1.19% | 1.20% | -1.82% | 5.10% | 13.93% | 11.37% | 10.88% | 5.34% | ||||||||||||||||
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| MSCI USA IMI ESG | 83.826 | 1.23% | 1.35% | -2.21% | 2.97% | 12.35% | 10.28% | 10.84% | N/A | ||||||||||||||||
| MSCI USA IMI | 960.029 | 1.18% | 1.26% | -2.26% | 4.32% | 13.57% | 11.28% | 11.16% | 5.49% | ||||||||||||||||
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| MSCI USA Broad ESG | 83.826 | 1.23% | 1.35% | -2.21% | 2.97% | 12.35% | 10.28% | 10.84% | N/A | ||||||||||||||||
| MSCI USA IMI | 960.029 | 1.18% | 1.26% | -2.26% | 4.32% | 13.57% | 11.28% | 11.16% | 5.49% | ||||||||||||||||
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| MSCI USA ESG | 82.578 | 1.24% | 1.25% | -1.95% | 3.32% | 12.77% | 10.05% | 10.50% | N/A | ||||||||||||||||
| MSCI USA | 1,392.879 | 1.16% | 1.31% | -1.93% | 4.23% | 13.41% | 10.42% | 10.10% | 4.98% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 100.361 | 1.20% | 1.56% | -1.20% | 3.36% | 12.83% | 9.13% | 9.48% | N/A | ||||||||||||||||
| MSCI USA Large | 968.242 | 1.11% | 1.49% | -1.43% | 4.07% | 13.28% | 9.57% | 9.07% | 4.33% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 165.776 | 1.43% | -0.07% | -5.08% | 3.05% | 12.13% | 13.50% | 15.28% | N/A | ||||||||||||||||
| MSCI USA Mid | 941.057 | 1.36% | 0.30% | -4.13% | 4.53% | 13.71% | 15.83% | 15.97% | 8.08% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 152.121 | 1.17% | 2.32% | -4.55% | -0.11% | 8.58% | 12.15% | 14.09% | N/A | ||||||||||||||||
| MSCI USA Small | 298.547 | 1.34% | 0.97% | -6.54% | -0.21% | 8.12% | 12.14% | 15.37% | 9.59% | ||||||||||||||||
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| MSCI USA SMID ESG | 160.044 | 1.33% | 0.84% | -4.90% | 1.62% | 10.53% | 12.91% | 14.77% | N/A | ||||||||||||||||
| MSCI USA Small Mid | 939.280 | 1.37% | 0.68% | -4.35% | 4.66% | 13.98% | 15.29% | 16.14% | 8.28% | ||||||||||||||||
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| MSCI USA ESG Select | 129.365 | 1.25% | 1.72% | -0.85% | 4.71% | 13.49% | 9.37% | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,392.879 | 1.16% | 1.31% | -1.93% | 4.23% | 13.41% | 10.42% | 10.10% | 4.98% | ||||||||||||||||
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| MSCI KLD 400 Social | 526.145 | 1.19% | 1.62% | -1.47% | 2.97% | 12.13% | 8.28% | 9.24% | 5.08% | ||||||||||||||||
| MSCI USA | 1,392.879 | 1.16% | 1.31% | -1.93% | 4.23% | 13.41% | 10.42% | 10.10% | 4.98% | ||||||||||||||||
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| MSCI USA Catholic Values | 152.877 | 1.22% | 1.75% | -1.42% | 3.20% | 12.42% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,392.879 | 1.16% | 1.31% | -1.93% | 4.23% | 13.41% | 10.42% | 10.10% | 4.98% | ||||||||||||||||
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| MSCI Global Climate | 144.978 | 1.60% | -1.01% | -1.87% | 10.27% | 18.04% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World IMI | 962.567 | 1.38% | -0.43% | -2.82% | 5.24% | 15.00% | 15.44% | 14.30% | 6.01% | ||||||||||||||||
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| MSCI ACWI IMI | 972.077 | 1.48% | -0.66% | -2.32% | 6.52% | 17.14% | 16.74% | 15.21% | 6.06% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 1,124.490 | 1.47% | -0.47% | -2.09% | 6.46% | 16.91% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 906.065 | 1.58% | -0.14% | -0.50% | 17.05% | 20.83% | N/A | N/A | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 928.775 | 2.40% | -2.23% | 2.68% | 19.12% | 40.58% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 1,280.141 | 1.29% | -1.40% | -3.59% | 6.51% | 19.26% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 1,212.349 | 2.19% | -2.74% | -2.74% | 3.10% | 9.11% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 976.049 | 1.51% | -2.28% | -1.80% | 13.88% | 31.08% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 1,081.945 | 1.17% | 1.31% | -1.95% | 4.23% | 13.37% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 1,371.014 | 2.49% | -2.93% | -3.14% | -0.98% | 1.77% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 1,152.244 | 1.37% | -0.28% | -2.57% | 5.26% | 14.89% | N/A | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 1,262.806 | 1.44% | -0.45% | -2.08% | 5.97% | 16.40% | N/A | N/A | N/A | ||||||||||||||||
| MSCI ACWI | 391.489 | 1.47% | -0.47% | -2.07% | 6.45% | 16.93% | 16.20% | 14.39% | 5.70% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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