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MSCI ESG ESG Indices - Price Index (in USD) as of 7/30/2010 |
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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 | 70.128 | -0.43% | 8.30% | 8.30% | -3.68% | 7.90% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World | 1,124.826 | -0.30% | 8.02% | 8.02% | -3.74% | 7.66% | -10.44% | -1.09% | -1.72% | ||||||||||||||||
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| MSCI World ex USA ESG | 66.101 | -0.70% | 9.53% | 9.53% | -5.67% | 5.14% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World ex USA | 1,501.212 | -0.63% | 9.15% | 9.15% | -6.01% | 4.15% | -12.09% | 0.01% | -0.44% | ||||||||||||||||
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| MSCI EAFE ESG | 64.226 | -0.84% | 9.63% | 9.63% | -6.72% | 4.23% | N/A | N/A | N/A | ||||||||||||||||
| MSCI EAFE | 1,474.911 | -0.72% | 9.41% | 9.41% | -6.70% | 3.47% | -12.84% | -0.58% | -0.85% | ||||||||||||||||
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| MSCI Europe ESG | 60.422 | -0.98% | 10.94% | 10.94% | -8.37% | 4.08% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Europe | 1,312.821 | -0.79% | 11.54% | 11.54% | -8.97% | 3.77% | -14.01% | -1.20% | -0.94% | ||||||||||||||||
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| MSCI Pacific ESG | 73.087 | -0.55% | 7.07% | 7.07% | -3.25% | 4.51% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific | 1,972.180 | -0.62% | 5.87% | 5.87% | -1.71% | 3.28% | -10.29% | 0.84% | -0.66% | ||||||||||||||||
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| MSCI North America ESG | 76.477 | -0.03% | 7.03% | 7.03% | -0.59% | 11.67% | N/A | N/A | N/A | ||||||||||||||||
| MSCI North America | 1,176.596 | 0.06% | 6.87% | 6.87% | -1.15% | 11.40% | -8.27% | -1.48% | -2.31% | ||||||||||||||||
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| MSCI USA IMI ESG | 66.584 | 0.04% | 6.56% | 6.56% | -0.08% | 14.54% | -6.97% | -1.50% | N/A | ||||||||||||||||
| MSCI USA IMI | 738.701 | 0.06% | 6.89% | 6.89% | -0.46% | 12.85% | -7.98% | -1.55% | -1.72% | ||||||||||||||||
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| MSCI USA Broad ESG | 66.584 | 0.04% | 6.56% | 6.56% | -0.08% | 14.54% | -6.97% | -1.50% | N/A | ||||||||||||||||
| MSCI USA IMI | 738.701 | 0.06% | 6.89% | 6.89% | -0.46% | 12.85% | -7.98% | -1.55% | -1.72% | ||||||||||||||||
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| MSCI USA ESG | 65.202 | 0.05% | 6.45% | 6.45% | -0.66% | 13.86% | -7.19% | -1.58% | N/A | ||||||||||||||||
| MSCI USA | 1,047.142 | 0.04% | 6.86% | 6.86% | -1.32% | 11.47% | -8.68% | -2.08% | -2.74% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 77.613 | 0.01% | 6.35% | 6.35% | -1.96% | 11.40% | -7.74% | -2.01% | N/A | ||||||||||||||||
| MSCI USA Large | 724.248 | 0.00% | 6.84% | 6.84% | -2.33% | 9.51% | -8.78% | -2.17% | -3.44% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 144.176 | 0.22% | 6.89% | 6.89% | 5.77% | 26.73% | -4.57% | 0.32% | N/A | ||||||||||||||||
| MSCI USA Mid | 737.284 | 0.24% | 6.97% | 6.97% | 4.16% | 22.65% | -7.72% | -0.86% | 1.80% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 129.491 | -0.03% | 7.69% | 7.69% | 6.67% | 22.50% | -4.50% | -0.60% | N/A | ||||||||||||||||
| MSCI USA Small | 261.701 | 0.16% | 7.07% | 7.07% | 4.94% | 21.78% | -3.99% | -0.05% | 5.70% | ||||||||||||||||
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| MSCI USA SMID ESG | 138.062 | 0.13% | 7.16% | 7.16% | 6.08% | 25.28% | -4.54% | -0.06% | N/A | ||||||||||||||||
| MSCI USA Small Mid | 782.909 | 0.20% | 7.02% | 7.02% | 4.55% | 22.21% | -5.68% | 0.14% | 2.99% | ||||||||||||||||
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| MSCI USA ESG Select | 100.263 | -0.04% | 6.62% | 6.62% | -1.93% | 11.74% | -7.62% | -1.69% | N/A | ||||||||||||||||
| MSCI USA | 1,047.142 | 0.04% | 6.86% | 6.86% | -1.32% | 11.47% | -8.68% | -2.08% | -2.74% | ||||||||||||||||
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| MSCI KLD 400 Social | 416.684 | -0.04% | 6.09% | 6.09% | -2.51% | 11.44% | -6.98% | -1.78% | -2.56% | ||||||||||||||||
| MSCI USA | 1,047.142 | 0.04% | 6.86% | 6.86% | -1.32% | 11.47% | -8.68% | -2.08% | -2.74% | ||||||||||||||||
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| MSCI USA Catholic Values | 120.275 | -0.02% | 6.78% | 6.78% | -1.83% | 12.66% | -7.15% | -1.88% | N/A | ||||||||||||||||
| MSCI USA | 1,047.142 | 0.04% | 6.86% | 6.86% | -1.32% | 11.47% | -8.68% | -2.08% | -2.74% | ||||||||||||||||
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| MSCI Global Climate | 112.606 | -0.84% | 8.71% | 8.71% | -5.71% | 3.46% | -8.39% | 1.74% | N/A | ||||||||||||||||
| MSCI World IMI | 704.560 | -0.29% | 7.98% | 7.98% | -2.92% | 8.93% | -10.01% | -0.75% | -0.98% | ||||||||||||||||
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| MSCI Global Environment | 136.344 | -0.56% | 10.87% | 10.87% | -1.61% | 10.34% | N/A | N/A | N/A | ||||||||||||||||
| MSCI ACWI IMI | 730.594 | -0.27% | 7.96% | 7.96% | -2.48% | 10.10% | -9.28% | 0.28% | -0.25% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 832.481 | -0.29% | 8.04% | 8.04% | -3.22% | 8.89% | -9.68% | N/A | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 810.931 | 0.19% | 6.94% | 6.94% | 0.64% | 10.73% | -3.67% | N/A | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 848.563 | -0.24% | 8.02% | 8.02% | 0.22% | 17.51% | -3.69% | N/A | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 826.334 | -0.79% | 11.57% | 11.57% | -8.92% | 3.84% | -13.98% | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 899.435 | -0.62% | 5.87% | 5.87% | -1.77% | 3.21% | -10.31% | N/A | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 826.568 | -0.24% | 10.28% | 10.28% | -4.36% | 12.81% | -6.11% | N/A | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 812.962 | 0.04% | 6.90% | 6.90% | -1.30% | 11.48% | -8.69% | N/A | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 948.232 | -0.83% | 3.52% | 3.52% | -0.22% | -1.62% | -12.44% | N/A | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 829.964 | -0.30% | 8.05% | 8.05% | -3.72% | 7.67% | -10.44% | N/A | N/A | ||||||||||||||||
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| MSCI Europe Socially Responsible | 1,044.314 | -0.74% | 11.55% | 11.55% | -7.87% | 5.06% | N/A | N/A | N/A | ||||||||||||||||
| MSCI North America Socially Responsible | 1,051.635 | 0.00% | 5.80% | 5.80% | -0.11% | 13.14% | N/A | N/A | N/A | ||||||||||||||||
| MSCI Pacific Socially Responsible | 1,041.370 | -0.12% | 7.63% | 7.63% | -1.21% | 4.48% | N/A | N/A | N/A | ||||||||||||||||
| MSCI World Socially Responsible | 1,047.399 | -0.25% | 7.85% | 7.85% | -2.82% | 9.00% | N/A | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 935.581 | -0.29% | 8.00% | 8.00% | -3.07% | 8.87% | -9.65% | N/A | N/A | ||||||||||||||||
| MSCI ACWI | 289.751 | -0.29% | 8.02% | 8.02% | -3.23% | 8.87% | -9.69% | -0.06% | -0.99% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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