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MSCI ESG ESG Indices - Price Index (in USD) as of 12/31/2007 |
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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 ESG | 97.190 | -0.40% | -1.52% | -2.81% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI World | 1,588.803 | -0.38% | -1.37% | -2.74% | 7.09% | 7.09% | 10.76% | 14.93% | 5.43% | ||||||||||||||||
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| MSCI World ex USA ESG | 97.359 | -0.19% | -1.65% | -2.64% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex USA | 2,247.967 | -0.11% | -1.93% | -1.92% | 9.92% | 9.92% | 14.76% | 19.38% | 6.97% | ||||||||||||||||
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| MSCI EAFE ESG | 97.340 | -0.08% | -1.99% | -2.66% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI EAFE | 2,253.357 | -0.03% | -2.30% | -2.04% | 8.62% | 8.62% | 14.14% | 18.79% | 6.61% | ||||||||||||||||
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| MSCI Europe ESG | 97.974 | -0.52% | -1.60% | -2.03% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe | 2,121.265 | -0.52% | -1.78% | -0.79% | 10.96% | 10.96% | 15.47% | 19.58% | 7.22% | ||||||||||||||||
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| MSCI Pacific ESG | 95.784 | 1.01% | -2.94% | -4.22% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific | 2,667.659 | 1.12% | -3.47% | -4.86% | 3.52% | 3.52% | 11.29% | 17.11% | 5.40% | ||||||||||||||||
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| MSCI North America ESG | 97.006 | -0.74% | -1.03% | -2.99% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI North America | 1,551.270 | -0.70% | -0.48% | -3.40% | 5.68% | 5.68% | 7.94% | 11.94% | 4.60% | ||||||||||||||||
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| MSCI USA IMI ESG | 82.910 | -0.65% | -1.35% | -4.02% | 1.84% | 1.84% | 5.76% | 11.15% | N/A | ||||||||||||||||
| MSCI USA IMI | 956.591 | -0.66% | -0.75% | -3.73% | 3.94% | 3.94% | 7.31% | 11.94% | 4.70% | ||||||||||||||||
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| MSCI USA Broad ESG | 82.910 | -0.65% | -1.35% | -4.02% | 1.84% | 1.84% | 5.76% | 11.15% | N/A | ||||||||||||||||
| MSCI USA IMI | 956.591 | -0.66% | -0.75% | -3.73% | 3.94% | 3.94% | 7.31% | 11.94% | 4.70% | ||||||||||||||||
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| MSCI USA ESG | 81.986 | -0.64% | -1.41% | -3.84% | 2.58% | 2.58% | 5.88% | 10.91% | N/A | ||||||||||||||||
| MSCI USA | 1,390.914 | -0.67% | -0.74% | -3.65% | 4.09% | 4.09% | 6.94% | 11.02% | 4.12% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 100.053 | -0.72% | -1.48% | -3.64% | 3.05% | 3.05% | 5.64% | 9.97% | N/A | ||||||||||||||||
| MSCI USA Large | 971.254 | -0.73% | -0.89% | -3.46% | 4.39% | 4.39% | 6.76% | 10.12% | 3.50% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 161.004 | -0.25% | -1.32% | -5.04% | 0.08% | 0.08% | 6.58% | 15.12% | N/A | ||||||||||||||||
| MSCI USA Mid | 927.059 | -0.35% | 0.22% | -4.12% | 2.97% | 2.97% | 9.12% | 16.15% | 7.43% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 145.315 | -0.74% | -0.80% | -5.70% | -4.58% | -4.58% | 4.39% | 13.41% | N/A | ||||||||||||||||
| MSCI USA Small | 287.247 | -0.57% | -0.75% | -5.40% | -3.99% | -3.99% | 4.49% | 15.47% | 9.22% | ||||||||||||||||
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| MSCI USA SMID ESG | 154.383 | -0.44% | -1.13% | -5.33% | -1.97% | -1.97% | 5.64% | 14.40% | N/A | ||||||||||||||||
| MSCI USA Small Mid | 919.362 | -0.47% | -0.35% | -4.46% | 2.44% | 2.44% | 8.39% | 16.14% | 7.61% | ||||||||||||||||
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| MSCI USA ESG Select | 126.864 | -0.69% | -1.15% | -4.86% | 2.69% | 2.69% | 5.32% | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,390.914 | -0.67% | -0.74% | -3.65% | 4.09% | 4.09% | 6.94% | 11.02% | 4.12% | ||||||||||||||||
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| MSCI KLD 400 Social | 520.770 | -0.69% | -1.44% | -3.70% | 1.92% | 1.92% | 4.78% | 9.59% | 3.98% | ||||||||||||||||
| MSCI USA | 1,390.914 | -0.67% | -0.74% | -3.65% | 4.09% | 4.09% | 6.94% | 11.02% | 4.12% | ||||||||||||||||
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| MSCI USA Catholic Values | 150.193 | -0.66% | -1.40% | -4.26% | 1.39% | 1.39% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,390.914 | -0.67% | -0.74% | -3.65% | 4.09% | 4.09% | 6.94% | 11.02% | 4.12% | ||||||||||||||||
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| MSCI Global Climate | 156.229 | -0.80% | 2.04% | 3.00% | 18.83% | 18.83% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World IMI | 975.394 | -0.36% | -1.45% | -2.92% | 6.64% | 6.64% | 10.95% | 15.62% | 6.03% | ||||||||||||||||
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| MSCI ACWI IMI | 996.959 | -0.32% | -1.26% | -2.30% | 9.24% | 9.24% | 12.51% | 16.81% | 6.38% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 1,157.676 | -0.35% | -1.20% | -2.14% | 9.60% | 9.60% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 987.332 | -1.08% | 2.52% | -0.58% | 27.55% | 27.55% | N/A | N/A | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 1,062.453 | -0.12% | 0.25% | 3.21% | 36.27% | 36.27% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 1,333.481 | -0.52% | -1.80% | -0.78% | 10.95% | 10.95% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 1,217.674 | 1.12% | -3.47% | -4.85% | 3.55% | 3.55% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 1,090.175 | 0.85% | -2.38% | -2.23% | 27.19% | 27.19% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 1,079.434 | -0.67% | -0.74% | -3.71% | 3.99% | 3.99% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 1,310.218 | 1.25% | -4.01% | -6.14% | -5.37% | -5.37% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 1,171.885 | -0.37% | -1.39% | -2.77% | 7.06% | 7.06% | N/A | N/A | N/A | ||||||||||||||||
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| MSCI Europe Socially Responsible | 1,583.044 | -0.52% | -2.03% | -0.11% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI North America Socially Responsible | 1,240.850 | -0.77% | -0.85% | -1.97% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific Socially Responsible | 1,398.588 | 1.12% | -2.09% | -1.90% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
| MSCI World Socially Responsible | 1,373.398 | -0.36% | -1.49% | -1.32% | N/A | N/A | N/A | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 1,296.757 | -0.34% | -1.28% | -2.23% | 8.82% | 8.82% | N/A | N/A | N/A | ||||||||||||||||
| MSCI ACWI | 403.246 | -0.35% | -1.19% | -2.11% | 9.64% | 9.64% | 12.33% | 16.14% | 5.87% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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