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 09-16-19 0.89 21.48 3.92 4.21 4.46 13.94 10.40
Style
US Core TR 09-16-19 1.36 22.29 4.89 5.11 4.07 12.42 9.93
US Growth TR 09-16-19 -0.04 24.52 1.21 2.84 4.44 18.03 12.82
US Large Cap TR 09-16-19 0.58 21.00 3.77 4.42 5.46 14.62 10.93
US Large Core TR 09-16-19 1.22 21.38 4.70 4.94 3.89 12.74 10.37
US Large Growth TR 09-16-19 -0.22 23.23 1.80 3.76 6.30 18.81 13.53
US Large Val TR 09-16-19 0.97 17.01 5.48 4.59 5.73 11.49 8.35
US Mid Cap TR 09-16-19 1.30 23.83 3.92 3.50 4.17 12.88 9.44
US Mid Core TR 09-16-19 1.34 24.84 5.04 5.06 5.88 11.75 8.96
US Mid Growth TR 09-16-19 0.38 27.40 0.09 0.32 4.62 16.46 10.94
US Mid Val TR 09-16-19 2.28 18.75 7.14 5.40 1.78 10.16 8.20
US Small Cap TR 09-16-19 2.95 19.69 5.62 4.14 -5.19 9.81 7.49
US Small Core TR 09-16-19 2.83 22.05 6.42 5.40 -1.15 9.75 7.49
US Small Growth TR 09-16-19 2.60 23.15 2.27 3.56 -4.67 13.90 10.33
US Small Val TR 09-16-19 3.42 13.39 8.36 3.15 -9.72 5.57 4.55
US Value TR 09-16-19 1.41 17.10 6.02 4.66 3.90 10.88 8.11
Sector
US Cyclcl Sup Sec TR 09-16-19 0.53 21.97 4.43 2.93 4.21 15.26 11.01
US Basic Materials TR 09-16-19 2.73 18.01 4.96 2.40 -2.40 9.19 4.61
US Consumr Cyclcl TR 09-16-19 -0.62 20.86 3.81 1.12 2.47 16.09 12.58
US Financial Services TR 09-16-19 1.29 23.07 5.63 4.37 4.93 17.69 11.69
US Real Estate TR 09-16-19 -0.33 24.34 1.49 3.68 14.05 8.10 8.97
US Dfnsve Sup Sec TR 09-16-19 0.39 13.21 1.06 2.17 5.34 9.74 9.50
US Consumr Dfnsve TR 09-16-19 -1.26 20.75 1.23 3.50 12.42 7.68 8.89
US Healthcare TR 09-16-19 1.23 7.62 0.61 0.86 -1.36 10.17 9.21
US Utilities TR 09-16-19 0.90 20.72 2.62 4.47 19.44 12.56 12.03
US Snstve Sup Sec TR 09-16-19 1.47 26.27 5.19 6.51 4.15 15.53 10.45
US Commun Svc Capped TR 09-16-19 0.68 30.30 5.44 5.17 18.75 10.74 9.57
US Energy Capped TR 09-16-19 5.42 10.76 11.62 4.54 -15.11 -0.32 -6.21
US Industrials TR 09-16-19 1.91 25.87 5.65 5.43 3.43 14.32 10.39
US Technology TR 09-16-19 0.76 29.45 3.87 7.11 6.81 21.66 16.49
Moat
Morningstar Wide Moat Focus TR 09-16-19 1.60 23.49 6.19 7.59 11.07 16.73 12.09
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 09-16-19 0.95 18.20 4.84 4.43 6.05 17.07 12.30
NASDAQ Composite PR PR 09-16-19 0.82 22.88 3.26 4.58 1.79 15.85 12.36
NYSE Composite PR --- 09-16-19 1.14 15.24 4.19 2.51 0.44 7.57 3.61
Russell 2000 TR TR 09-16-19 4.01 18.66 6.23 4.45 -6.63 10.45 8.09
S&P 500 TR TR 09-16-19 0.71 21.36 3.96 4.36 5.32 14.17 10.70
S&P MidCap 400 TR 09-16-19 2.12 19.64 5.12 3.92 -2.27 10.70 8.40
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 09-16-19 -0.95 7.33 -1.21 2.07 9.03 2.74 3.34
US Inter Core Bd TR Bond TR 09-16-19 -0.53 5.47 -0.55 1.28 7.64 2.29 3.03
US Lng Core Bd TR Bond TR 09-16-19 -2.29 15.16 -3.13 4.87 16.22 4.53 5.74
US Shrt Core Bd TR Bond TR 09-16-19 -0.35 3.61 -0.44 0.74 5.06 1.86 1.74
Corporate
US Corp Bd TR Bond TR 09-16-19 -1.13 11.43 -1.25 3.32 11.34 4.29 4.42
US Inter Corp Bd TR Bond TR 09-16-19 -0.75 9.39 -0.67 2.12 10.22 3.74 3.93
US Lng Corp Bd TR Bond TR 09-16-19 -1.86 17.23 -2.20 5.41 15.78 5.68 5.99
US Shrt Corp Bd TR Bond TR 09-16-19 -0.28 4.83 -0.21 1.12 5.87 2.65 2.44
Government
US Gov Bd TR Bond TR 09-16-19 -1.26 6.54 -1.82 1.83 9.08 2.08 2.79
US Inter Gov Bd TR Bond TR 09-16-19 -1.00 5.60 -1.32 1.13 8.55 1.88 2.62
US Lng Gov Bd TR Bond TR 09-16-19 -2.73 12.90 -4.07 4.26 16.63 3.14 5.51
US Shrt Gov Bd TR Bond TR 09-16-19 -0.38 3.06 -0.54 0.57 4.69 1.49 1.40
Other
Mortgage TR Bond TR 09-16-19 -0.28 4.54 -0.19 1.15 6.69 2.12 2.96
US TIPS TR TR 09-16-19 -0.85 7.35 -1.14 2.20 6.69 2.55 2.30
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Bond Indexes
BBgBarc US Agg Bond TR TR 09-16-19 -1.01 7.48 -1.20 2.17 9.13 2.79 3.25
BBgBarc US Government TR TR 09-16-19 -1.31 6.46 -1.78 1.84 8.95 2.09 2.74
BBgBarc US MBS TR TR 09-16-19 -0.26 5.17 -0.10 1.49 7.26 2.25 2.81
ICE BofAML US High Yield TR TR 09-16-19 0.28 11.89 1.93 2.69 6.93 6.66 5.25
USTREAS T-Bill Auction Ave 3 --- 08-31-19 --- 1.57 0.17 0.54 2.37 1.57 0.99
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-19 --- 12.83 4.94 6.43 15.62 2.65 3.80
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Municipal Indexes
BBgBarc Municipal TR USD TR 09-16-19 -1.04 6.20 -1.31 1.34 7.79 3.08 3.65
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 09-16-19 0.80 -2.88 0.50 -2.57 -10.79 -1.80 -7.73
Euronext BEL 20 PR EUR PR 09-17-19 0.74 13.79 5.50 6.96 -0.64 1.70 3.00
Euronext Paris CAC 40 NR EUR TR 09-17-19 0.40 21.15 5.94 4.31 7.54 11.57 7.35
Euronext Paris CAC 40 PR EUR PR 09-17-19 0.40 18.70 5.94 4.17 4.98 9.03 4.85
FSE DAX PR EUR PR 09-16-19 1.26 13.61 7.02 2.29 -1.08 3.37 2.20
FSE DAX TR EUR TR 09-17-19 0.85 17.18 7.00 2.37 2.28 6.38 5.07
FTSE 100 PR GBP PR 09-17-19 0.72 8.80 2.86 -0.50 0.25 2.94 1.54
FTSE 100 TR GBP TR 09-17-19 0.73 12.88 3.11 0.81 4.92 7.35 5.72
FTSE 250 PR GBP PR 09-17-19 1.53 14.50 6.47 4.61 -1.64 3.93 5.17
Hang Seng Hong Kong Composite PR HKD TR 09-16-19 1.67 5.64 6.02 0.67 -0.98 4.98 1.99
Hang Seng HSI PR HKD PR 09-16-19 1.66 4.95 5.40 0.02 -0.59 5.14 2.36
MSCI AC Far East Ex Japan PR USD PR 09-16-19 1.43 7.27 5.96 2.69 -1.72 5.52 1.67
MSCI ACWI PR USD PR 09-16-19 0.90 15.34 4.34 2.84 1.17 8.52 4.27
MSCI EAFE NR USD TR 09-16-19 1.03 13.31 5.16 2.24 1.08 7.50 2.89
MSCI EAFE PR LCL PR 09-16-19 1.33 12.68 5.37 2.64 0.83 5.89 3.01
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 09-16-19 0.54 13.86 4.34 1.96 2.94 5.52 2.80
MSCI EM Latin America PR USD PR 09-16-19 1.36 5.59 3.81 -1.63 11.24 5.60 -4.86
MSCI EM PR LCL PR 09-16-19 1.14 7.48 5.09 1.48 0.01 6.10 2.78
MSCI EM PR USD PR 09-16-19 1.63 6.35 5.86 1.18 -0.14 5.07 -0.52
MSCI Europe NR USD TR 09-16-19 0.34 13.58 4.48 1.23 0.31 7.38 1.86
MSCI Europe PR LCL PR 09-16-19 0.52 14.23 4.55 2.30 2.55 5.41 2.80
MSCI Hong Kong PR USD PR 09-16-19 0.83 5.33 2.12 -3.09 1.68 4.21 2.96
MSCI Japan NR USD TR 09-17-19 2.71 12.11 7.07 6.04 0.15 7.31 5.86
MSCI Japan PR LCL PR 09-17-19 3.59 9.29 8.86 5.40 -5.16 7.28 4.07
MSCI North America NR USD TR 09-16-19 0.73 21.03 3.86 4.09 4.57 13.11 9.30
MSCI Pacific Ex Japan NR USD TR 09-16-19 0.74 14.85 5.13 1.49 7.68 9.23 3.65
MSCI Pacific Ex Japan PR LCL PR 09-16-19 0.67 12.68 3.45 0.43 5.81 6.78 3.13
MSCI Pacific NR USD TR 09-16-19 2.23 13.01 6.37 4.03 2.69 7.96 4.95
MSCI Pacific PR LCL PR 09-16-19 2.75 10.31 6.85 3.31 -1.72 7.06 3.57
MSCI World ex USA NR USD TR 09-16-19 1.03 14.06 5.11 2.38 1.42 7.51 2.63
MSCI World Ex USA PR LCL PR 09-16-19 1.37 13.01 5.25 2.61 1.12 5.84 2.85
Nikkei 225 Average PR JPY PR 09-13-19 3.72 9.86 7.49 4.55 -3.65 9.54 6.63
S&P BSE SENSEX India INR PR 09-17-19 -1.79 1.14 -2.33 -6.36 -2.94 8.45 6.50
S&P/ASX All Ordinaries PR PR 09-16-19 0.32 18.79 4.57 2.24 8.06 7.91 4.48
S&P/TSX Composite PR PR 09-16-19 1.55 16.96 3.72 2.76 4.61 5.05 1.55
SIX SMI PR CHF PR 09-17-19 -0.07 18.80 2.93 1.65 12.05 7.19 2.56
SIX SMI TR CHF PR 09-17-19 -0.07 22.63 2.93 1.65 15.79 10.79 6.00
SSE Composite PR CNY PR 09-17-19 -1.43 19.42 5.46 3.13 12.31 -0.28 5.23
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
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 09-16-19 1.10 17.32 4.55 3.44 3.68 10.99 7.09
Con Tgt Risk TR USD TR 09-16-19 -0.33 8.55 0.35 1.97 7.31 4.33 3.55
Mod Agg Tgt Risk TR USD TR 09-16-19 0.80 15.58 3.67 3.16 4.82 9.72 6.46
Mod Con Tgt Risk TR USD TR 09-16-19 0.04 10.99 1.44 2.42 6.69 6.25 4.75
Mod Tgt Risk TR USD TR 09-16-19 0.42 13.24 2.57 2.78 5.87 7.96 5.62
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 09-16-19 0.33 11.44 1.93 2.49 5.30 6.58 4.74
Lifetime Agg 2005 TR USD TR 09-16-19 0.33 11.86 1.96 2.57 5.43 6.89 4.97
Lifetime Agg 2010 TR USD TR 09-16-19 0.31 12.87 2.04 2.84 5.75 7.43 5.32
Lifetime Agg 2015 TR USD TR 09-16-19 0.35 13.89 2.25 3.09 5.86 8.05 5.69
Lifetime Agg 2020 TR USD TR 09-16-19 0.46 14.92 2.60 3.30 5.70 8.79 6.09
Lifetime Agg 2025 TR USD TR 09-16-19 0.64 15.95 3.13 3.47 5.22 9.60 6.48
Lifetime Agg 2030 TR USD TR 09-16-19 0.89 16.84 3.76 3.60 4.52 10.29 6.77
Lifetime Agg 2035 TR USD TR 09-16-19 1.11 17.37 4.32 3.65 3.87 10.68 6.89
Lifetime Agg 2040 TR USD TR 09-16-19 1.24 17.54 4.63 3.66 3.50 10.76 6.86
Lifetime Agg 2045 TR USD TR 09-16-19 1.29 17.49 4.74 3.64 3.37 10.70 6.77
Lifetime Agg 2050 TR USD TR 09-16-19 1.31 17.37 4.77 3.62 3.32 10.62 6.66
Lifetime Agg 2055 TR USD TR 09-16-19 1.32 17.26 4.79 3.61 3.29 10.54 6.56
Lifetime Agg Incm TR USD TR 09-16-19 0.33 11.44 1.93 2.49 5.30 6.58 4.74
Lifetime Con 2000 TR USD TR 09-16-19 -0.09 8.05 0.64 1.84 5.68 4.22 3.30
Lifetime Con 2005 TR USD TR 09-16-19 -0.12 8.41 0.60 1.93 5.97 4.37 3.49
Lifetime Con 2010 TR USD TR 09-16-19 -0.24 9.46 0.48 2.25 6.71 4.81 3.84
Lifetime Con 2015 TR USD TR 09-16-19 -0.31 10.54 0.48 2.55 7.27 5.33 4.22
Lifetime Con 2020 TR USD TR 09-16-19 -0.32 11.58 0.59 2.82 7.62 5.90 4.61
Lifetime Con 2025 TR USD TR 09-16-19 -0.27 12.55 0.80 3.03 7.76 6.52 5.00
Lifetime Con 2030 TR USD TR 09-16-19 -0.16 13.51 1.16 3.21 7.58 7.29 5.42
Lifetime Con 2035 TR USD TR 09-16-19 0.07 14.49 1.76 3.34 6.98 8.20 5.86
Lifetime Con 2040 TR USD TR 09-16-19 0.36 15.45 2.50 3.45 6.12 9.06 6.23
Lifetime Con 2045 TR USD TR 09-16-19 0.64 16.14 3.19 3.51 5.31 9.61 6.43
Lifetime Con 2050 TR USD TR 09-16-19 0.81 16.46 3.61 3.52 4.84 9.82 6.46
Lifetime Con 2055 TR USD TR 09-16-19 0.88 16.57 3.78 3.53 4.63 9.87 6.43
Lifetime Con Incm TR USD TR 09-16-19 -0.09 8.05 0.64 1.84 5.68 4.22 3.30
Lifetime Mod 2000 TR USD TR 09-16-19 0.13 9.83 1.31 2.18 5.52 5.41 4.01
Lifetime Mod 2005 TR USD TR 09-16-19 0.11 10.21 1.30 2.26 5.72 5.63 4.22
Lifetime Mod 2010 TR USD TR 09-16-19 0.04 11.21 1.28 2.56 6.26 6.10 4.56
Lifetime Mod 2015 TR USD TR 09-16-19 0.03 12.24 1.37 2.82 6.60 6.65 4.92
Lifetime Mod 2020 TR USD TR 09-16-19 0.07 13.24 1.58 3.06 6.72 7.29 5.31
Lifetime Mod 2025 TR USD TR 09-16-19 0.19 14.29 1.96 3.26 6.53 8.10 5.74
Lifetime Mod 2030 TR USD TR 09-16-19 0.41 15.37 2.56 3.43 5.95 9.01 6.18
Lifetime Mod 2035 TR USD TR 09-16-19 0.70 16.29 3.30 3.54 5.11 9.78 6.50
Lifetime Mod 2040 TR USD TR 09-16-19 0.96 16.89 3.92 3.60 4.38 10.24 6.65
Lifetime Mod 2045 TR USD TR 09-16-19 1.11 17.13 4.29 3.61 3.95 10.38 6.65
Lifetime Mod 2050 TR USD TR 09-16-19 1.17 17.12 4.43 3.60 3.80 10.35 6.58
Lifetime Mod 2055 TR USD TR 09-16-19 1.19 17.07 4.47 3.59 3.74 10.30 6.49
Lifetime Mod Incm TR USD TR 09-16-19 0.13 9.83 1.31 2.18 5.52 5.41 4.02
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 09-16-19 0.43 -1.56 0.15 0.12 -10.08 -2.94 -2.51
Lng/Shrt Cmdty TR TR 09-16-19 -0.79 -1.37 -0.43 1.42 -10.86 -2.49 -2.34
Lng-Only Cmdty TR TR 09-16-19 5.80 13.77 9.04 6.86 0.58 3.24 -7.43
Shrt/Flt Cmdty TR TR 09-16-19 -5.24 -12.91 -8.25 -5.41 -9.98 -2.66 -1.69
Shrt-Only Cmdty TR TR 09-16-19 -5.76 -10.35 -8.58 -5.23 -1.57 -3.24 5.56
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