Index Performance: Return (%)
Click on a column heading to sort data by that column.
USD: in dollars NR: net dividends reinvested TR: total return
PR: price change LCL: in local currency
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Stock Indexes
Broad Market
US Market TR 08-24-16 -0.16 8.12 0.38 5.64 16.44 11.20 15.38
Style
US Core TR 08-24-16 -0.30 9.76 0.96 6.74 17.52 11.62 16.65
US Growth TR 08-24-16 -0.19 3.57 0.08 4.30 11.98 12.11 15.29
US Large Cap TR 08-24-16 -0.38 7.23 0.23 5.21 17.15 11.57 15.35
US Large Core TR 08-24-16 -0.47 9.21 1.18 6.73 18.51 11.72 16.88
US Large Growth TR 08-24-16 -0.54 2.45 -0.01 3.65 12.79 13.42 15.95
US Large Val TR 08-24-16 -0.11 10.50 -0.53 5.23 20.52 9.45 13.27
US Mid Cap TR 08-24-16 0.37 10.14 0.39 6.19 14.47 10.79 15.68
US Mid Core TR 08-24-16 0.04 9.94 -0.08 5.94 14.43 12.07 16.62
US Mid Growth TR 08-24-16 0.77 6.77 -0.17 5.08 9.30 8.92 13.24
US Mid Val TR 08-24-16 0.34 13.83 1.50 7.64 20.01 11.45 17.21
US Small Cap TR 08-24-16 0.58 11.93 1.84 8.65 14.69 8.45 14.63
US Small Core TR 08-24-16 0.49 14.16 1.82 9.02 16.61 9.35 14.47
US Small Growth TR 08-24-16 0.69 7.59 1.74 9.34 10.42 7.32 14.09
US Small Val TR 08-24-16 0.57 14.08 1.98 7.61 17.12 8.68 15.35
US Value TR 08-24-16 0.03 11.40 0.05 5.87 20.19 9.82 14.22
Sector
US Cyclcl Sup Sec TR 08-24-16 0.05 4.70 0.69 3.76 12.33 9.74 16.04
US Basic Materials TR 08-24-16 0.33 15.00 -0.12 4.35 22.34 7.47 8.48
US Consumr Cyclcl TR 08-24-16 0.18 4.70 0.09 4.94 13.66 11.29 18.51
US Financial Services TR 08-24-16 0.14 0.76 2.59 1.69 6.92 7.91 16.60
US Real Estate TR 08-24-16 -0.80 12.38 -3.17 7.36 21.91 14.31 13.42
US Dfnsve Sup Sec TR 08-24-16 -0.71 6.77 -2.07 4.90 13.22 14.65 17.40
US Consumr Dfnsve TR 08-24-16 -0.10 10.91 -1.26 5.58 22.02 14.16 15.69
US Healthcare TR 08-24-16 -1.25 2.01 -1.91 4.60 6.54 15.46 20.46
US Utilities TR 08-24-16 -0.08 17.52 -4.92 4.25 20.84 13.68 12.75
US Snstve Sup Sec TR 08-24-16 0.04 12.03 1.82 7.74 22.36 10.36 13.80
US Commun Svc TR 08-24-16 -1.41 12.55 -3.27 5.03 18.87 12.17 16.84
US Energy TR 08-24-16 0.21 17.31 1.92 5.64 19.12 -3.04 3.20
US Industrials TR 08-24-16 0.25 11.38 0.67 6.24 19.91 11.35 16.48
US Technology TR 08-24-16 0.26 9.81 4.00 9.94 24.74 15.40 16.56
Moat
Morningstar Wide Moat Focus TR 08-24-16 -0.24 20.24 1.08 6.49 26.79 12.20 17.63
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Domestic Stock Indexes
DJ Industrial Average TR TR 08-24-16 -0.47 8.04 -0.14 5.08 19.60 9.85 13.16
NASDAQ Composite PR PR 08-24-16 -0.21 4.20 2.30 7.34 15.28 12.57 16.15
NYSE Composite PR --- 08-24-16 -0.31 6.39 -0.13 4.23 10.23 4.43 8.21
Russell 2000 TR TR 08-24-16 0.80 9.96 2.12 9.39 13.02 7.49 13.90
S&P 500 TR TR 08-24-16 -0.28 7.98 0.25 5.36 17.48 11.69 15.53
S&P MidCap 400 TR 08-24-16 0.71 12.80 0.69 6.55 16.22 10.33 15.14
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Bond Indexes
Broad Market
US Core Bd TR Bond TR 08-24-16 0.17 5.95 0.44 2.65 5.44 4.68 3.54
US Inter Core Bd TR Bond TR 08-24-16 0.09 4.42 0.34 1.70 4.34 4.37 3.32
US Lng Core Bd TR Bond TR 08-24-16 0.45 13.77 0.97 6.50 11.91 9.41 6.78
US Shrt Core Bd TR Bond TR 08-24-16 0.03 2.09 0.10 0.87 1.75 1.52 1.30
Corporate
US Corp Bd TR Bond TR 08-24-16 0.34 9.29 0.85 4.44 8.69 6.17 5.45
US Inter Corp Bd TR Bond TR 08-24-16 0.22 6.92 0.65 3.20 6.53 5.11 4.99
US Lng Corp Bd TR Bond TR 08-24-16 0.58 15.07 1.32 7.25 14.02 9.29 7.53
US Shrt Corp Bd TR Bond TR 08-24-16 0.09 3.10 0.30 1.32 2.93 2.39 2.71
Government
US Gov Bd TR Bond TR 08-24-16 0.11 5.25 0.18 2.31 4.15 3.82 2.62
US Inter Gov Bd TR Bond TR 08-24-16 0.05 4.47 0.08 1.73 3.47 3.54 2.29
US Lng Gov Bd TR Bond TR 08-24-16 0.33 12.50 0.59 5.68 9.70 9.93 6.25
US Shrt Gov Bd TR Bond TR 08-24-16 0.00 1.60 -0.01 0.64 1.20 1.19 0.84
Other
Mortgage TR Bond TR 08-24-16 0.08 3.80 0.37 1.30 4.14 4.48 3.29
TIPS TR TR 08-24-16 0.29 6.88 0.59 2.82 5.13 2.92 1.96
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Bond Indexes
Barclays US Agg Bond TR TR 08-24-16 0.16 5.90 0.40 2.61 5.16 4.54 3.34
Barclays US Government TR TR 08-24-16 0.11 5.17 0.19 2.26 4.02 3.76 2.57
Barclays US MBS TR TR 08-24-16 0.10 3.40 0.33 1.22 3.51 4.12 2.68
BofAML US HY Master II TR TR 08-24-16 0.35 14.43 1.70 6.40 10.37 5.44 7.55
USTREAS T-Bill Auction Ave 3 --- 07-31-16 --- 0.17 0.03 0.07 0.22 0.09 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 07-31-16 --- 8.66 0.40 3.85 8.97 5.75 4.55
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Municipal Indexes
Barclays Municipal TR USD TR 08-24-16 0.06 4.54 0.40 1.74 6.55 6.47 4.81
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Foreign Indexes
DJ Malaysia PR USD TR 08-24-16 -1.37 6.15 1.83 5.50 17.59 -6.94 -3.04
Euronext BEL 20 PR EUR PR 08-25-16 0.48 -4.47 2.43 1.23 4.21 8.23 10.14
Euronext Paris CAC 40 NR EUR TR 08-25-16 -0.69 -2.78 0.42 -1.06 -0.87 5.17 9.99
Euronext Paris CAC 40 PR EUR PR 08-25-16 -0.69 -4.97 0.42 -1.67 -3.47 2.69 7.16
FSE DAX PR EUR PR 08-24-16 0.81 -4.08 4.69 5.24 6.81 5.12 9.92
FSE DAX TR EUR TR 08-25-16 -0.69 -1.99 3.25 3.18 3.96 7.75 13.52
FTSE 100 PR GBP PR 08-25-16 -0.76 9.20 1.59 8.85 12.10 1.64 5.85
FTSE 100 TR GBP TR 08-25-16 -0.73 12.71 2.45 10.16 16.69 5.49 9.88
FTSE 250 PR GBP PR 08-25-16 0.07 2.60 4.63 3.77 6.94 6.15 12.28
Hang Seng Hong Kong Composite PR HKD TR 08-25-16 -0.98 1.89 4.06 11.50 6.81 0.69 2.10
Hang Seng HSI PR HKD PR 08-25-16 -0.66 4.36 3.99 12.29 6.85 1.51 2.98
MSCI AC Far East Ex Japan PR USD PR 08-24-16 -0.75 8.66 3.24 13.85 16.63 1.61 2.07
MSCI ACWI PR USD PR 08-24-16 -0.18 4.99 1.60 5.55 9.66 4.07 7.00
MSCI EAFE NR USD TR 08-24-16 0.50 1.86 3.85 4.65 3.67 1.82 6.05
MSCI EAFE PR LCL PR 08-24-16 0.33 -4.24 0.73 2.98 1.16 3.10 7.81
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 08-24-16 0.56 -0.50 1.29 4.13 5.65 3.02 7.03
MSCI EM Latin America PR USD PR 08-24-16 -2.95 32.28 1.19 16.54 23.70 -8.34 -8.83
MSCI EM PR LCL PR 08-24-16 -0.45 8.89 2.55 10.27 14.04 3.15 3.63
MSCI EM PR USD PR 08-24-16 -1.42 12.92 3.16 13.80 16.19 -1.30 -1.72
MSCI Europe NR USD TR 08-24-16 1.00 0.47 3.88 2.03 0.78 0.59 5.75
MSCI Europe PR LCL PR 08-24-16 0.61 -1.19 1.46 3.72 5.10 3.14 7.51
MSCI Hong Kong PR USD PR 08-24-16 -0.60 5.58 1.08 12.23 11.51 4.09 5.25
MSCI Japan NR USD TR 08-25-16 0.65 1.67 4.39 7.41 9.81 4.88 7.61
MSCI Japan PR LCL PR 08-25-16 1.02 -15.87 -1.08 -2.22 -9.58 3.80 11.23
MSCI North America NR USD TR 08-24-16 -0.29 8.04 0.34 5.39 16.07 10.09 13.53
MSCI Pacific Ex Japan NR USD TR 08-24-16 0.13 10.46 2.77 11.68 18.63 2.32 4.71
MSCI Pacific Ex Japan PR LCL PR 08-24-16 0.29 4.02 0.74 6.61 9.25 1.94 4.85
MSCI Pacific NR USD TR 08-24-16 -0.40 4.64 3.91 9.65 9.51 4.03 6.64
MSCI Pacific PR LCL PR 08-24-16 -0.17 -9.50 -0.47 1.73 -5.67 2.95 8.66
MSCI World ex USA NR USD TR 08-24-16 0.39 3.27 3.71 4.82 4.57 1.64 5.46
MSCI World Ex USA PR LCL PR 08-24-16 0.29 -3.10 0.70 3.13 1.88 3.20 7.31
Nikkei 225 Average PR JPY PR 08-25-16 0.42 -13.02 -0.39 -1.20 -7.02 6.62 13.54
S&P BSE SENSEX India INR PR 08-25-16 -1.02 6.58 -0.92 7.55 6.93 14.55 11.51
S&P/ASX All Ordinaries PR PR 08-25-16 0.43 5.37 0.43 3.58 9.48 3.26 5.64
S&P/TSX Composite PR PR 08-24-16 -0.49 12.42 0.18 4.83 12.05 4.65 3.45
SIX SMI PR CHF PR 08-25-16 -0.59 -7.68 -0.65 -0.32 -7.05 0.56 8.97
SIX SMI TR CHF PR 08-25-16 -0.59 -4.39 -0.65 -0.17 -3.67 3.84 12.56
SSE Composite PR CNY PR 08-25-16 -1.15 -13.30 1.74 9.00 3.49 14.25 3.25
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq TR 12-21-12 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Target Risk Indexes
Agg Tgt Risk TR USD TR 08-24-16 -0.05 8.82 1.55 6.61 13.72 7.00 10.58
Con Tgt Risk TR USD TR 08-24-16 0.09 6.60 0.81 3.29 6.67 3.83 4.13
Mod Agg Tgt Risk TR USD TR 08-24-16 -0.03 8.56 1.34 5.97 12.25 6.45 9.37
Mod Con Tgt Risk TR USD TR 08-24-16 0.04 7.35 0.98 4.20 8.78 5.04 6.17
Mod Tgt Risk TR USD TR 08-24-16 0.00 8.05 1.10 5.10 10.63 5.84 7.86
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Target-Date Indexes
Lifetime Agg 2000 TR USD TR 08-24-16 0.03 6.89 0.89 3.83 8.56 5.17 6.78
Lifetime Agg 2005 TR USD TR 08-24-16 0.04 7.31 0.95 4.13 9.15 5.55 7.35
Lifetime Agg 2010 TR USD TR 08-24-16 0.04 7.72 1.04 4.49 9.87 5.96 8.02
Lifetime Agg 2015 TR USD TR 08-24-16 0.03 8.08 1.13 4.86 10.63 6.38 8.77
Lifetime Agg 2020 TR USD TR 08-24-16 0.02 8.35 1.22 5.25 11.48 6.77 9.59
Lifetime Agg 2025 TR USD TR 08-24-16 0.00 8.51 1.33 5.65 12.32 7.06 10.29
Lifetime Agg 2030 TR USD TR 08-24-16 -0.02 8.59 1.42 5.99 12.98 7.15 10.67
Lifetime Agg 2035 TR USD TR 08-24-16 -0.04 8.64 1.50 6.22 13.35 7.08 10.73
Lifetime Agg 2040 TR USD TR 08-24-16 -0.04 8.70 1.55 6.36 13.46 6.95 10.60
Lifetime Agg 2045 TR USD TR 08-24-16 -0.05 8.75 1.59 6.45 13.46 6.81 10.43
Lifetime Agg 2050 TR USD TR 08-24-16 -0.05 8.81 1.63 6.53 13.45 6.67 10.26
Lifetime Agg 2055 TR USD TR 08-24-16 -0.05 8.87 1.67 6.62 13.43 6.53 10.07
Lifetime Agg Incm TR USD TR 08-24-16 0.03 6.91 0.89 3.83 8.53 5.09 6.60
Lifetime Con 2000 TR USD TR 08-24-16 0.09 6.35 0.76 2.99 6.22 3.65 4.00
Lifetime Con 2005 TR USD TR 08-24-16 0.10 6.87 0.82 3.27 6.76 4.06 4.47
Lifetime Con 2010 TR USD TR 08-24-16 0.11 7.43 0.89 3.62 7.44 4.53 5.06
Lifetime Con 2015 TR USD TR 08-24-16 0.11 7.96 0.97 4.00 8.19 5.01 5.71
Lifetime Con 2020 TR USD TR 08-24-16 0.11 8.43 1.06 4.39 8.95 5.46 6.40
Lifetime Con 2025 TR USD TR 08-24-16 0.11 8.82 1.15 4.77 9.73 5.91 7.20
Lifetime Con 2030 TR USD TR 08-24-16 0.10 9.09 1.25 5.17 10.59 6.35 8.11
Lifetime Con 2035 TR USD TR 08-24-16 0.07 9.22 1.36 5.59 11.48 6.67 8.94
Lifetime Con 2040 TR USD TR 08-24-16 0.04 9.26 1.46 5.98 12.25 6.82 9.48
Lifetime Con 2045 TR USD TR 08-24-16 0.02 9.30 1.55 6.26 12.73 6.79 9.63
Lifetime Con 2050 TR USD TR 08-24-16 0.01 9.38 1.61 6.45 12.96 6.69 9.60
Lifetime Con 2055 TR USD TR 08-24-16 0.01 9.49 1.66 6.59 13.07 6.59 9.49
Lifetime Con Incm TR USD TR 08-24-16 0.09 6.35 0.76 2.99 6.21 3.59 3.85
Lifetime Mod 2000 TR USD TR 08-24-16 0.05 6.57 0.81 3.37 7.37 4.43 5.44
Lifetime Mod 2005 TR USD TR 08-24-16 0.06 7.03 0.86 3.65 7.92 4.82 5.94
Lifetime Mod 2010 TR USD TR 08-24-16 0.06 7.51 0.94 4.00 8.60 5.24 6.54
Lifetime Mod 2015 TR USD TR 08-24-16 0.06 7.95 1.03 4.37 9.33 5.67 7.23
Lifetime Mod 2020 TR USD TR 08-24-16 0.06 8.31 1.12 4.74 10.11 6.12 8.04
Lifetime Mod 2025 TR USD TR 08-24-16 0.04 8.57 1.22 5.15 11.00 6.54 8.94
Lifetime Mod 2030 TR USD TR 08-24-16 0.02 8.71 1.33 5.57 11.90 6.85 9.72
Lifetime Mod 2035 TR USD TR 08-24-16 0.00 8.77 1.43 5.94 12.62 6.96 10.17
Lifetime Mod 2040 TR USD TR 08-24-16 -0.02 8.81 1.51 6.20 13.04 6.90 10.27
Lifetime Mod 2045 TR USD TR 08-24-16 -0.03 8.87 1.56 6.36 13.20 6.79 10.18
Lifetime Mod 2050 TR USD TR 08-24-16 -0.04 8.94 1.60 6.46 13.24 6.66 10.04
Lifetime Mod 2055 TR USD TR 08-24-16 -0.04 9.02 1.64 6.56 13.26 6.53 9.87
Lifetime Mod Incm TR USD TR 08-24-16 0.05 6.58 0.81 3.38 7.36 4.36 5.27
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Commodity Indexes
Lng/Flt Cmdty TR TR 08-24-16 -0.37 -0.30 -0.30 -0.50 -0.35 -3.49 -4.28
Lng/Shrt Cmdty TR TR 08-24-16 0.11 -5.67 -0.08 -0.97 -4.64 -2.38 -3.73
Lng-Only Cmdty TR TR 08-24-16 -0.65 9.62 2.21 -0.53 -1.42 -15.99 -11.10
Shrt/Flt Cmdty TR TR 08-24-16 0.49 -5.16 0.21 -0.32 -4.05 1.18 0.54
Shrt-Only Cmdty TR TR 08-24-16 0.51 -13.87 -2.40 -0.30 -3.73 14.29 7.99
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