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MSCI ESG ESG Indices - Price Index (in USD) as of 2/26/2010 |
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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 | 70.307 | 0.82% | 0.96% | -3.44% | -3.44% | 53.61% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World | 1,133.348 | 0.83% | 1.23% | -3.01% | -3.01% | 50.94% | -8.73% | -0.75% | -1.67% | ||||||||||||||||
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| MSCI World ex USA ESG | 66.449 | 1.46% | -0.39% | -5.17% | -5.17% | 54.65% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex USA | 1,517.400 | 1.51% | -0.28% | -5.00% | -5.00% | 51.76% | -9.85% | -0.03% | -0.72% | ||||||||||||||||
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| MSCI EAFE ESG | 64.981 | 1.57% | -1.21% | -5.62% | -5.62% | 52.56% | N/A | N/A | N/A | ||||||||||||||||
| MSCI EAFE | 1,497.341 | 1.59% | -0.88% | -5.28% | -5.28% | 50.09% | -10.69% | -0.67% | -1.20% | ||||||||||||||||
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| MSCI Europe ESG | 60.540 | 1.87% | -2.78% | -8.19% | -8.19% | 51.28% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe | 1,326.549 | 1.96% | -2.19% | -8.01% | -8.01% | 51.79% | -11.49% | -1.30% | -1.14% | ||||||||||||||||
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| MSCI Pacific ESG | 75.401 | 1.00% | 1.97% | -0.19% | -0.19% | 55.13% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific | 2,011.894 | 0.92% | 1.65% | 0.27% | 0.27% | 46.90% | -9.17% | 0.63% | -1.39% | ||||||||||||||||
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| MSCI North America ESG | 76.011 | 0.09% | 3.18% | -1.19% | -1.19% | 54.77% | N/A | N/A | N/A | ||||||||||||||||
| MSCI North America | 1,178.418 | 0.19% | 3.10% | -0.99% | -0.99% | 51.67% | -6.96% | -0.79% | -1.87% | ||||||||||||||||
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| MSCI USA IMI ESG | 66.438 | 0.01% | 3.33% | -0.30% | -0.30% | 59.15% | -6.61% | -0.54% | N/A | ||||||||||||||||
| MSCI USA IMI | 737.866 | 0.11% | 3.11% | -0.58% | -0.58% | 52.96% | -7.09% | -0.82% | -1.81% | ||||||||||||||||
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| MSCI USA Broad ESG | 66.438 | 0.01% | 3.33% | -0.30% | -0.30% | 59.15% | -6.61% | -0.54% | N/A | ||||||||||||||||
| MSCI USA IMI | 737.866 | 0.11% | 3.11% | -0.58% | -0.58% | 52.96% | -7.09% | -0.82% | -1.81% | ||||||||||||||||
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| MSCI USA ESG | 65.328 | 0.05% | 3.19% | -0.47% | -0.47% | 58.00% | -6.56% | -0.59% | N/A | ||||||||||||||||
| MSCI USA | 1,052.029 | 0.13% | 2.85% | -0.86% | -0.86% | 50.14% | -7.55% | -1.40% | -2.34% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 78.524 | 0.04% | 2.80% | -0.81% | -0.81% | 55.65% | -6.72% | -0.98% | N/A | ||||||||||||||||
| MSCI USA Large | 732.114 | 0.11% | 2.40% | -1.27% | -1.27% | 47.56% | -7.27% | -1.55% | -3.22% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 137.969 | 0.10% | 5.14% | 1.22% | 1.22% | 70.56% | -5.94% | 1.07% | N/A | ||||||||||||||||
| MSCI USA Mid | 717.470 | 0.24% | 5.31% | 1.36% | 1.36% | 65.61% | -8.21% | 0.10% | 0.68% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 123.438 | -0.42% | 4.97% | 1.68% | 1.68% | 72.98% | -6.85% | -0.11% | N/A | ||||||||||||||||
| MSCI USA Small | 252.389 | -0.06% | 4.73% | 1.20% | 1.20% | 73.13% | -5.75% | 0.56% | 3.42% | ||||||||||||||||
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| MSCI USA SMID ESG | 131.946 | -0.07% | 5.08% | 1.38% | 1.38% | 71.56% | -6.31% | 0.58% | N/A | ||||||||||||||||
| MSCI USA Small Mid | 758.449 | 0.09% | 5.01% | 1.28% | 1.28% | 69.36% | -6.35% | 1.07% | 1.84% | ||||||||||||||||
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| MSCI USA ESG Select | 101.300 | 0.18% | 2.74% | -0.92% | -0.92% | 53.41% | -5.98% | -0.85% | N/A | ||||||||||||||||
| MSCI USA | 1,052.029 | 0.13% | 2.85% | -0.86% | -0.86% | 50.14% | -7.55% | -1.40% | -2.34% | ||||||||||||||||
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| MSCI KLD 400 Social | 423.593 | 0.06% | 2.85% | -0.89% | -0.89% | 55.52% | -5.90% | -0.76% | -2.17% | ||||||||||||||||
| MSCI USA | 1,052.029 | 0.13% | 2.85% | -0.86% | -0.86% | 50.14% | -7.55% | -1.40% | -2.34% | ||||||||||||||||
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| MSCI USA Catholic Values | 121.340 | 0.07% | 3.14% | -0.96% | -0.96% | 57.82% | -6.27% | N/A | N/A | ||||||||||||||||
| MSCI USA | 1,052.029 | 0.13% | 2.85% | -0.86% | -0.86% | 50.14% | -7.55% | -1.40% | -2.34% | ||||||||||||||||
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| MSCI Global Climate | 112.407 | 0.59% | -0.99% | -5.87% | -5.87% | 50.55% | -6.13% | N/A | N/A | ||||||||||||||||
| MSCI World IMI | 706.403 | 0.79% | 1.36% | -2.67% | -2.67% | 53.22% | -8.48% | -0.37% | -1.41% | ||||||||||||||||
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| MSCI Global Environment | 133.755 | 0.74% | 2.19% | -3.47% | -3.47% | 56.83% | N/A | N/A | N/A | ||||||||||||||||
| MSCI ACWI IMI | 726.716 | 0.87% | 1.22% | -3.00% | -3.00% | 57.13% | -7.48% | 0.52% | -0.85% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 831.331 | 0.90% | 1.08% | -3.36% | -3.36% | 54.74% | -7.75% | N/A | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 787.243 | 0.75% | 5.67% | -2.30% | -2.30% | 70.01% | 0.50% | N/A | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 801.032 | 1.41% | 0.24% | -5.40% | -5.40% | 87.39% | 1.56% | N/A | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 834.362 | 1.97% | -2.20% | -8.03% | -8.03% | 52.01% | -11.47% | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 918.046 | 0.91% | 1.64% | 0.26% | 0.26% | 46.85% | -9.17% | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 826.833 | 1.91% | 2.70% | -4.33% | -4.33% | 85.64% | -1.95% | N/A | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 816.068 | 0.13% | 2.81% | -0.92% | -0.92% | 50.14% | -7.59% | N/A | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 978.776 | 0.38% | 1.07% | 2.99% | 2.99% | 31.69% | -12.32% | N/A | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 835.785 | 0.83% | 1.21% | -3.05% | -3.05% | 51.00% | -8.74% | N/A | N/A | ||||||||||||||||
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| MSCI Europe Socially Responsible | 1,038.803 | 1.84% | -3.26% | -8.36% | -8.36% | 55.88% | N/A | N/A | N/A | ||||||||||||||||
| MSCI North America Socially Responsible | 1,055.988 | 0.11% | 3.68% | 0.30% | 0.30% | 58.45% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific Socially Responsible | 1,063.950 | 0.99% | 1.76% | 0.94% | 0.94% | 51.47% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World Socially Responsible | 1,051.873 | 0.79% | 1.13% | -2.40% | -2.40% | 56.43% | N/A | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 934.574 | 0.88% | 1.20% | -3.18% | -3.18% | 54.78% | -7.88% | N/A | N/A | ||||||||||||||||
| MSCI ACWI | 289.497 | 0.90% | 1.11% | -3.32% | -3.32% | 54.67% | -7.75% | 0.14% | -1.11% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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