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MSCI ESG ESG Indices - Price Index (in USD) as of 5/31/2012 |
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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 | 72.003 | -0.33% | -9.21% | -10.31% | -1.29% | -13.20% | 6.45% | N/A | N/A | ||||||||||||||||
| MSCI World | 1,177.645 | -0.31% | -8.99% | -10.24% | -0.42% | -13.06% | 6.68% | -6.14% | 1.98% | ||||||||||||||||
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| MSCI World ex USA ESG | 61.137 | -0.38% | -11.80% | -13.31% | -4.84% | -21.26% | 1.93% | N/A | N/A | ||||||||||||||||
| MSCI World ex USA | 1,363.978 | -0.38% | -11.96% | -13.82% | -5.61% | -23.05% | 0.71% | -9.47% | 1.82% | ||||||||||||||||
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| MSCI EAFE ESG | 59.160 | -0.47% | -11.92% | -13.67% | -5.06% | -21.24% | 1.62% | N/A | N/A | ||||||||||||||||
| MSCI EAFE | 1,332.886 | -0.46% | -12.09% | -14.20% | -5.64% | -23.08% | 0.39% | -10.05% | 1.30% | ||||||||||||||||
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| MSCI Europe ESG | 55.217 | -0.50% | -12.65% | -14.53% | -5.70% | -24.17% | 1.17% | N/A | N/A | ||||||||||||||||
| MSCI Europe | 1,164.809 | -0.59% | -13.02% | -15.58% | -7.23% | -26.67% | -0.20% | -11.26% | 0.94% | ||||||||||||||||
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| MSCI Pacific ESG | 68.371 | -0.43% | -10.57% | -12.09% | -3.89% | -15.43% | 2.50% | N/A | N/A | ||||||||||||||||
| MSCI Pacific | 1,848.850 | -0.29% | -10.38% | -11.69% | -2.72% | -15.64% | 1.72% | -7.44% | 2.04% | ||||||||||||||||
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| MSCI North America ESG | 85.623 | -0.23% | -7.09% | -7.62% | 1.73% | -6.23% | 10.68% | N/A | N/A | ||||||||||||||||
| MSCI North America | 1,377.186 | -0.22% | -6.79% | -7.37% | 3.43% | -4.79% | 11.83% | -2.93% | 2.52% | ||||||||||||||||
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| MSCI USA IMI ESG | 76.979 | -0.28% | -6.64% | -7.40% | 2.57% | -4.84% | 13.13% | -2.56% | N/A | ||||||||||||||||
| MSCI USA IMI | 883.550 | -0.25% | -6.47% | -7.17% | 4.32% | -3.74% | 13.33% | -2.45% | 2.95% | ||||||||||||||||
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| MSCI USA Broad ESG | 77.072 | -0.28% | -6.64% | -7.40% | 2.57% | -4.84% | 13.18% | -2.54% | N/A | ||||||||||||||||
| MSCI USA IMI | 883.550 | -0.25% | -6.47% | -7.17% | 4.32% | -3.74% | 13.33% | -2.45% | 2.95% | ||||||||||||||||
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| MSCI USA ESG | 74.730 | -0.29% | -6.60% | -7.25% | 2.37% | -4.15% | 12.50% | -2.81% | N/A | ||||||||||||||||
| MSCI USA | 1,251.287 | -0.26% | -6.39% | -7.07% | 4.30% | -2.78% | 12.69% | -2.85% | 2.23% | ||||||||||||||||
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| MSCI USA Large Cap ESG | 88.224 | -0.28% | -6.46% | -7.16% | 2.23% | -3.55% | 11.31% | -3.25% | 1.57% | ||||||||||||||||
| MSCI USA Large | 863.559 | -0.21% | -6.15% | -6.84% | 4.48% | -1.70% | 11.91% | -2.89% | 1.79% | ||||||||||||||||
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| MSCI USA Mid Cap ESG | 171.853 | -0.33% | -7.16% | -7.61% | 2.92% | -6.39% | 18.48% | -0.77% | 6.06% | ||||||||||||||||
| MSCI USA Mid | 889.874 | -0.52% | -7.67% | -8.29% | 3.41% | -7.99% | 16.96% | -2.31% | 5.08% | ||||||||||||||||
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| MSCI USA Small Cap ESG | 154.827 | -0.22% | -6.87% | -8.17% | 3.74% | -8.31% | 18.07% | -0.92% | 4.65% | ||||||||||||||||
| MSCI USA Small | 314.601 | -0.18% | -6.91% | -7.75% | 4.40% | -9.02% | 17.36% | -0.64% | 5.70% | ||||||||||||||||
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| MSCI USA SMID ESG | 165.612 | -0.28% | -7.02% | -7.88% | 3.31% | -7.31% | 18.57% | -0.73% | 5.54% | ||||||||||||||||
| MSCI USA Small Mid | 943.096 | -0.35% | -7.28% | -8.01% | 3.92% | -8.51% | 17.17% | -1.16% | 5.79% | ||||||||||||||||
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| MSCI USA ESG Select | 118.076 | -0.42% | -7.41% | -8.26% | 2.65% | -3.61% | 12.26% | -2.27% | N/A | ||||||||||||||||
| MSCI USA | 1,251.287 | -0.26% | -6.39% | -7.07% | 4.30% | -2.78% | 12.69% | -2.85% | 2.23% | ||||||||||||||||
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| MSCI KLD 400 Social | 481.974 | -0.37% | -6.49% | -7.24% | 3.07% | -3.20% | 11.97% | -2.48% | 1.95% | ||||||||||||||||
| MSCI USA | 1,251.287 | -0.26% | -6.39% | -7.07% | 4.30% | -2.78% | 12.69% | -2.85% | 2.23% | ||||||||||||||||
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| MSCI USA Catholic Values | 140.357 | -0.39% | -6.60% | -7.37% | 3.75% | -2.79% | 12.73% | -2.42% | N/A | ||||||||||||||||
| MSCI USA | 1,251.287 | -0.26% | -6.39% | -7.07% | 4.30% | -2.78% | 12.69% | -2.85% | 2.23% | ||||||||||||||||
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| MSCI Global Climate | 99.207 | -0.30% | -9.69% | -12.53% | -5.27% | -24.35% | -0.66% | -7.46% | N/A | ||||||||||||||||
| MSCI World IMI | 742.694 | -0.29% | -9.01% | -10.20% | -0.11% | -13.34% | 7.42% | -5.78% | 2.60% | ||||||||||||||||
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| MSCI Global Environment | 126.479 | -0.87% | -10.48% | -13.42% | -2.04% | -24.57% | 4.04% | N/A | N/A | ||||||||||||||||
| MSCI ACWI IMI | 755.798 | -0.28% | -9.31% | -10.52% | -0.18% | -14.59% | 7.19% | -5.45% | 3.09% | ||||||||||||||||
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| MSCI ACWI ex Controversial Weapons | 856.268 | -0.30% | -9.34% | -10.59% | -0.51% | -14.37% | 6.53% | -5.78% | N/A | ||||||||||||||||
| MSCI Canada ex Controversial Weapons | 772.413 | 0.20% | -10.90% | -10.61% | -5.39% | -22.76% | 3.62% | -3.30% | N/A | ||||||||||||||||
| MSCI EM ex Controversial Weapons | 776.177 | -0.17% | -11.67% | -12.96% | -1.12% | -22.38% | 5.48% | -2.17% | N/A | ||||||||||||||||
| MSCI Europe ex Controversial Weapons | 733.215 | -0.59% | -13.02% | -15.59% | -7.23% | -26.68% | -0.16% | -11.23% | N/A | ||||||||||||||||
| MSCI Pacific ex Controversial Weapons | 843.678 | -0.29% | -10.37% | -11.67% | -2.71% | -15.63% | 1.72% | -7.44% | N/A | ||||||||||||||||
| MSCI Pacific ex JP ex Controversial Weapons | 796.510 | -0.80% | -12.58% | -11.35% | -2.36% | -20.35% | 7.55% | -3.95% | N/A | ||||||||||||||||
| MSCI USA ex Controversial Weapons | 972.016 | -0.26% | -6.39% | -7.06% | 4.31% | -2.80% | 12.75% | -2.86% | N/A | ||||||||||||||||
| MSCI Japan ex Controversial Weapons | 875.651 | 0.02% | -8.96% | -11.87% | -2.92% | -12.43% | -1.23% | -9.21% | N/A | ||||||||||||||||
| MSCI World ex Controversial Weapons | 869.030 | -0.32% | -8.99% | -10.24% | -0.42% | -13.10% | 6.71% | -6.14% | N/A | ||||||||||||||||
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| MSCI Europe Socially Responsible | 978.137 | -0.56% | -12.59% | -13.89% | -4.92% | -22.85% | 2.33% | N/A | N/A | ||||||||||||||||
| MSCI North America Socially Responsible | 1,150.826 | -0.29% | -7.47% | -8.20% | 1.28% | -6.34% | 10.41% | N/A | N/A | ||||||||||||||||
| MSCI Pacific Socially Responsible | 965.885 | -0.63% | -10.70% | -12.41% | -5.20% | -17.62% | 1.83% | N/A | N/A | ||||||||||||||||
| MSCI World Socially Responsible | 1,062.001 | -0.42% | -9.56% | -10.62% | -1.66% | -13.65% | 6.34% | N/A | N/A | ||||||||||||||||
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| Human Rights Custom Index on MSCI ACWI* | 964.859 | -0.29% | -9.19% | -10.45% | -0.09% | -13.80% | 6.68% | -5.76% | N/A | ||||||||||||||||
| MSCI ACWI | 297.985 | -0.30% | -9.34% | -10.59% | -0.51% | -14.35% | 6.50% | -5.79% | 2.50% | ||||||||||||||||
* A custom index calculated by MSCI based on custom human rights screens using MSCI ESG Research.
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