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MSCI ESG ESG Indices - Price Index (in USD) as of 11/30/2011 |
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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 | 73.468 | 3.79% | -2.40% | 7.58% | -6.88% | -0.48% | 10.31% | N/A | N/A | ||||||||||||||||
| MSCI World | 1,184.604 | 3.94% | -2.69% | 7.29% | -7.46% | -0.75% | 9.88% | -4.03% | 1.73% | ||||||||||||||||
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| MSCI World ex USA ESG | 64.853 | 3.38% | -4.95% | 3.91% | -12.71% | -5.86% | 8.51% | N/A | N/A | ||||||||||||||||
| MSCI World ex USA | 1,462.498 | 3.53% | -4.92% | 4.27% | -13.75% | -6.88% | 7.68% | -5.97% | 2.75% | ||||||||||||||||
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| MSCI EAFE ESG | 62.891 | 3.11% | -5.18% | 3.60% | -12.67% | -5.72% | 7.69% | N/A | N/A | ||||||||||||||||
| MSCI EAFE | 1,427.274 | 3.29% | -5.16% | 3.93% | -13.93% | -7.03% | 6.90% | -6.64% | 2.20% | ||||||||||||||||
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| MSCI Europe ESG | 59.372 | 4.39% | -5.03% | 6.29% | -11.34% | -4.24% | 7.04% | N/A | N/A | ||||||||||||||||
| MSCI Europe | 1,275.982 | 4.64% | -4.86% | 6.59% | -12.41% | -5.11% | 6.89% | -7.19% | 1.88% | ||||||||||||||||
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| MSCI Pacific ESG | 71.191 | 0.87% | -5.45% | -0.95% | -14.88% | -8.21% | 9.08% | N/A | N/A | ||||||||||||||||
| MSCI Pacific | 1,899.970 | 0.84% | -5.70% | -0.75% | -16.26% | -9.98% | 7.19% | -5.37% | 2.99% | ||||||||||||||||
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| MSCI North America ESG | 84.634 | 4.32% | -0.13% | 10.87% | -1.85% | 3.96% | 12.55% | N/A | N/A | ||||||||||||||||
| MSCI North America | 1,325.377 | 4.42% | -0.77% | 9.93% | -2.02% | 4.46% | 12.30% | -1.84% | 1.43% | ||||||||||||||||
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| MSCI USA IMI ESG | 75.421 | 4.39% | 0.23% | 12.03% | -0.71% | 5.35% | 14.56% | -1.39% | N/A | ||||||||||||||||
| MSCI USA IMI | 841.594 | 4.46% | -0.54% | 10.80% | -1.38% | 5.23% | 13.17% | -1.58% | 1.95% | ||||||||||||||||
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| MSCI USA Broad ESG | 75.512 | 4.39% | 0.23% | 12.03% | -0.77% | 5.35% | 14.60% | -1.37% | N/A | ||||||||||||||||
| MSCI USA IMI | 841.594 | 4.46% | -0.54% | 10.80% | -1.38% | 5.23% | 13.17% | -1.58% | 1.95% | ||||||||||||||||
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| MSCI USA ESG | 73.366 | 4.20% | 0.24% | 11.44% | -0.38% | 5.39% | 13.96% | -1.55% | N/A | ||||||||||||||||
| MSCI USA | 1,190.522 | 4.32% | -0.55% | 10.22% | -0.87% | 5.59% | 12.07% | -2.08% | 0.99% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 86.690 | 4.13% | 0.18% | 10.75% | -0.14% | 5.37% | 12.47% | -2.06% | 0.52% | ||||||||||||||||
| MSCI USA Large | 817.920 | 4.27% | -0.50% | 9.76% | -0.73% | 5.72% | 10.68% | -2.24% | 0.38% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 168.090 | 4.49% | 0.49% | 14.31% | -1.13% | 5.81% | 21.77% | 0.83% | 6.18% | ||||||||||||||||
| MSCI USA Mid | 866.724 | 4.54% | -0.85% | 12.58% | -1.56% | 4.93% | 20.21% | -0.86% | 5.23% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 149.998 | 5.42% | 0.22% | 15.30% | -2.47% | 5.10% | 19.38% | -0.33% | 4.78% | ||||||||||||||||
| MSCI USA Small | 301.725 | 5.30% | -0.45% | 14.33% | -4.23% | 3.19% | 20.59% | 0.15% | 5.73% | ||||||||||||||||
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| MSCI USA SMID ESG | 161.244 | 4.94% | 0.36% | 14.79% | -1.73% | 5.53% | 21.08% | 0.43% | 5.65% | ||||||||||||||||
| MSCI USA Small Mid | 911.320 | 4.92% | -0.65% | 13.47% | -2.93% | 4.04% | 20.39% | 0.25% | 5.96% | ||||||||||||||||
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| MSCI USA ESG Select | 115.580 | 4.14% | -0.25% | 11.37% | 0.51% | 6.48% | 13.07% | -1.18% | N/A | ||||||||||||||||
| MSCI USA | 1,190.522 | 4.32% | -0.55% | 10.22% | -0.87% | 5.59% | 12.07% | -2.08% | 0.99% | ||||||||||||||||
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| MSCI KLD 400 Social | 466.478 | 4.00% | 0.32% | 10.33% | -0.65% | 5.10% | 12.26% | -1.57% | 1.12% | ||||||||||||||||
| MSCI USA | 1,190.522 | 4.32% | -0.55% | 10.22% | -0.87% | 5.59% | 12.07% | -2.08% | 0.99% | ||||||||||||||||
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| MSCI USA Catholic Values | 135.220 | 4.06% | 0.36% | 11.23% | -0.55% | 5.39% | 13.07% | -1.57% | N/A | ||||||||||||||||
| MSCI USA | 1,190.522 | 4.32% | -0.55% | 10.22% | -0.87% | 5.59% | 12.07% | -2.08% | 0.99% | ||||||||||||||||
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| MSCI Global Climate | 107.127 | 3.53% | -3.66% | 5.30% | -14.21% | -8.10% | 6.53% | -3.76% | N/A | ||||||||||||||||
| MSCI World IMI | 745.614 | 3.99% | -2.66% | 7.51% | -7.76% | -0.82% | 10.95% | -3.64% | 2.53% | ||||||||||||||||
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| MSCI Global Environment | 133.444 | 5.13% | -2.11% | 8.94% | -15.14% | -7.18% | 10.09% | N/A | N/A | ||||||||||||||||
| MSCI ACWI IMI | 760.237 | 3.72% | -3.21% | 7.18% | -9.50% | -2.78% | 11.99% | -3.19% | 3.15% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 863.378 | 3.71% | -3.22% | 7.07% | -9.15% | -2.58% | 10.98% | -3.54% | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 837.231 | 5.50% | -2.84% | 7.13% | -12.18% | -5.64% | 15.43% | 1.40% | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 794.872 | 2.08% | -6.73% | 5.48% | -19.35% | -13.69% | 20.78% | 1.26% | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 803.323 | 4.64% | -4.86% | 6.60% | -12.41% | -5.10% | 6.96% | -7.17% | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 866.945 | 0.85% | -5.70% | -0.75% | -16.26% | -9.97% | 7.18% | -5.38% | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 824.783 | 2.14% | -7.57% | 6.34% | -15.30% | -8.99% | 18.71% | 0.04% | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 924.759 | 4.33% | -0.56% | 10.24% | -0.89% | 5.60% | 12.12% | -2.08% | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 895.570 | 0.05% | -4.48% | -4.73% | -16.83% | -10.56% | 2.04% | -7.90% | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 874.228 | 3.95% | -2.69% | 7.30% | -7.48% | -0.76% | 9.92% | -4.03% | N/A | ||||||||||||||||
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| MSCI Europe Socially Responsible | 1,040.990 | 4.35% | -4.39% | 6.08% | -9.96% | -2.32% | 9.91% | N/A | N/A | ||||||||||||||||
| MSCI North America Socially Responsible | 1,142.147 | 4.31% | -0.13% | 9.77% | -2.25% | 3.07% | 11.64% | N/A | N/A | ||||||||||||||||
| MSCI Pacific Socially Responsible | 1,020.942 | 1.05% | -5.90% | -1.71% | -14.74% | -8.02% | 8.82% | N/A | N/A | ||||||||||||||||
| MSCI World Socially Responsible | 1,087.240 | 3.79% | -2.42% | 6.65% | -7.04% | -0.76% | 10.59% | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 967.510 | 3.66% | -3.25% | 6.81% | -8.99% | -2.58% | 10.87% | -3.65% | N/A | ||||||||||||||||
| MSCI ACWI | 300.447 | 3.70% | -3.22% | 7.06% | -9.13% | -2.57% | 10.94% | -3.55% | 2.36% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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