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MSCI ESG ESG Indices - Price Index (in USD) as of 10/31/2008 |
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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 | 58.844 | 0.48% | -19.03% | -19.03% | -39.45% | -42.98% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World | 957.245 | 0.54% | -19.05% | -19.05% | -39.75% | -43.10% | -7.10% | -0.11% | -0.80% | ||||||||||||||||
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| MSCI World ex USA ESG | 53.974 | -0.72% | -20.73% | -20.73% | -44.56% | -48.12% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex USA | 1,242.112 | -0.52% | -20.87% | -20.87% | -44.75% | -48.02% | -7.17% | 1.57% | 0.08% | ||||||||||||||||
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| MSCI EAFE ESG | 53.519 | -0.69% | -19.76% | -19.76% | -45.02% | -48.32% | N/A | N/A | N/A | ||||||||||||||||
| MSCI EAFE | 1,238.813 | -0.51% | -20.24% | -20.24% | -45.02% | -48.14% | -7.61% | 1.12% | -0.40% | ||||||||||||||||
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| MSCI Europe ESG | 52.037 | 1.07% | -20.45% | -20.45% | -46.89% | -50.04% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe | 1,126.075 | 1.36% | -21.32% | -21.32% | -46.91% | -49.62% | -6.97% | 1.64% | -0.79% | ||||||||||||||||
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| MSCI Pacific ESG | 56.906 | -4.19% | -18.28% | -18.28% | -40.59% | -44.25% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific | 1,582.988 | -4.13% | -17.92% | -17.92% | -40.66% | -44.79% | -8.99% | -0.03% | 0.63% | ||||||||||||||||
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| MSCI North America ESG | 64.466 | 1.53% | -18.39% | -18.39% | -33.54% | -37.30% | N/A | N/A | N/A | ||||||||||||||||
| MSCI North America | 1,012.261 | 1.39% | -18.07% | -18.07% | -34.75% | -38.31% | -6.66% | -1.00% | -0.99% | ||||||||||||||||
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| MSCI USA IMI ESG | 55.371 | 2.20% | -18.51% | -18.51% | -33.22% | -37.20% | -7.72% | -1.90% | N/A | ||||||||||||||||
| MSCI USA IMI | 631.909 | 1.81% | -17.79% | -17.79% | -33.94% | -37.48% | -6.79% | -0.93% | -0.38% | ||||||||||||||||
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| MSCI USA Broad ESG | 55.371 | 2.20% | -18.51% | -18.51% | -33.22% | -37.20% | -7.72% | -1.90% | N/A | ||||||||||||||||
| MSCI USA IMI | 631.909 | 1.81% | -17.79% | -17.79% | -33.94% | -37.48% | -6.79% | -0.93% | -0.38% | ||||||||||||||||
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| MSCI USA ESG | 54.565 | 1.98% | -18.01% | -18.01% | -33.45% | -37.26% | -7.74% | -1.99% | N/A | ||||||||||||||||
| MSCI USA | 916.078 | 1.55% | -17.25% | -17.25% | -34.14% | -37.53% | -6.99% | -1.49% | -1.45% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 66.915 | 1.83% | -17.38% | -17.38% | -33.12% | -36.89% | -7.59% | -2.32% | N/A | ||||||||||||||||
| MSCI USA Large | 651.629 | 1.45% | -16.28% | -16.28% | -32.91% | -36.30% | -6.33% | -1.55% | -1.92% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 103.847 | 2.79% | -21.20% | -21.20% | -35.50% | -39.69% | -9.00% | -1.11% | N/A | ||||||||||||||||
| MSCI USA Mid | 548.996 | 2.18% | -22.67% | -22.67% | -40.78% | -43.70% | -10.08% | -0.57% | 2.52% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 100.119 | 4.61% | -22.00% | -22.00% | -31.10% | -36.65% | -7.69% | -1.24% | N/A | ||||||||||||||||
| MSCI USA Small | 193.350 | 3.59% | -21.26% | -21.26% | -32.69% | -37.62% | -8.45% | -0.87% | 6.71% | ||||||||||||||||
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| MSCI USA SMID ESG | 101.984 | 3.46% | -21.50% | -21.50% | -33.94% | -38.63% | -8.58% | -1.25% | N/A | ||||||||||||||||
| MSCI USA Small Mid | 580.790 | 2.90% | -21.95% | -21.95% | -36.83% | -40.72% | -8.28% | 0.23% | 3.74% | ||||||||||||||||
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| MSCI USA ESG Select | 87.489 | 1.62% | -17.36% | -17.36% | -31.04% | -34.95% | -6.43% | N/A | N/A | ||||||||||||||||
| MSCI USA | 916.078 | 1.55% | -17.25% | -17.25% | -34.14% | -37.53% | -6.99% | -1.49% | -1.45% | ||||||||||||||||
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| MSCI KLD 400 Social | 358.480 | 1.88% | -15.64% | -15.64% | -31.16% | -35.14% | -7.00% | -2.10% | -1.10% | ||||||||||||||||
| MSCI USA | 916.078 | 1.55% | -17.25% | -17.25% | -34.14% | -37.53% | -6.99% | -1.49% | -1.45% | ||||||||||||||||
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| MSCI USA Catholic Values | 101.760 | 1.88% | -16.28% | -16.28% | -32.25% | -36.36% | -7.67% | N/A | N/A | ||||||||||||||||
| MSCI USA | 916.078 | 1.55% | -17.25% | -17.25% | -34.14% | -37.53% | -6.99% | -1.49% | -1.45% | ||||||||||||||||
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| MSCI Global Climate | 91.959 | -0.04% | -22.57% | -22.57% | -41.14% | -42.09% | -4.60% | N/A | N/A | ||||||||||||||||
| MSCI World IMI | 586.617 | 0.72% | -19.48% | -19.48% | -39.86% | -43.38% | -7.21% | 0.11% | -0.00% | ||||||||||||||||
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| MSCI ACWI IMI | 581.881 | 0.81% | -20.32% | -20.32% | -41.63% | -45.11% | -7.01% | 0.44% | 0.30% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 677.721 | 0.62% | -19.90% | -19.90% | -41.46% | -44.81% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 578.479 | -0.65% | -27.16% | -27.16% | -41.41% | -46.68% | N/A | N/A | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 488.357 | 1.62% | -27.46% | -27.46% | -54.03% | -57.22% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 707.825 | 1.36% | -21.31% | -21.31% | -46.92% | -49.63% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 722.542 | -4.14% | -17.92% | -17.92% | -40.66% | -44.80% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 524.679 | -1.77% | -25.12% | -25.12% | -51.87% | -56.33% | N/A | N/A | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 710.488 | 1.54% | -17.23% | -17.23% | -34.18% | -37.59% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 853.296 | -5.02% | -14.78% | -14.78% | -34.87% | -38.64% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 705.634 | 0.52% | -19.04% | -19.04% | -39.79% | -43.15% | N/A | N/A | N/A | ||||||||||||||||
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| MSCI Europe Socially Responsible | 826.922 | 2.20% | -23.27% | -23.27% | -47.76% | -49.72% | N/A | N/A | N/A | ||||||||||||||||
| MSCI North America Socially Responsible | 896.914 | 1.91% | -16.95% | -16.95% | -27.72% | -30.89% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific Socially Responsible | 823.293 | -4.10% | -18.76% | -18.76% | -41.13% | -43.76% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World Socially Responsible | 861.715 | 0.94% | -19.23% | -19.23% | -37.26% | -39.88% | N/A | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 762.708 | 0.65% | -19.81% | -19.81% | -41.18% | -44.62% | N/A | N/A | N/A | ||||||||||||||||
| MSCI ACWI | 236.111 | 0.64% | -19.91% | -19.91% | -41.45% | -44.79% | -6.87% | 0.25% | -0.44% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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