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 02-17-17 1.50 5.38 3.94 8.12 26.30 10.44 13.79
Style
US Core TR 02-17-17 1.72 5.60 4.15 8.29 28.46 11.40 14.79
US Growth TR 02-17-17 1.21 7.18 4.03 7.71 21.03 9.14 12.99
US Large Cap TR 02-17-17 1.70 5.38 3.93 8.27 24.15 10.76 13.86
US Large Core TR 02-17-17 1.95 5.72 4.10 8.33 27.58 11.94 15.24
US Large Growth TR 02-17-17 1.30 7.27 3.91 8.04 18.62 10.00 13.60
US Large Val TR 02-17-17 1.83 3.36 3.79 8.57 26.58 10.34 12.81
US Mid Cap TR 02-17-17 1.03 5.72 4.10 7.62 30.28 9.74 13.78
US Mid Core TR 02-17-17 1.31 6.05 4.55 8.55 28.40 10.12 13.80
US Mid Growth TR 02-17-17 0.87 7.14 4.41 6.50 26.50 6.75 11.21
US Mid Val TR 02-17-17 0.88 3.98 3.30 7.66 36.31 12.52 16.42
US Small Cap TR 02-17-17 0.83 4.34 3.60 7.99 38.57 8.82 12.92
US Small Core TR 02-17-17 0.88 3.27 3.52 7.20 36.79 9.66 13.03
US Small Growth TR 02-17-17 1.24 6.35 4.18 7.83 35.12 6.53 11.70
US Small Val TR 02-17-17 0.26 3.47 3.01 8.94 43.95 10.21 14.01
US Value TR 02-17-17 1.54 3.49 3.64 8.40 29.60 10.79 13.63
Sector
US Cyclcl Sup Sec TR 02-17-17 1.70 5.23 4.34 9.04 31.92 11.03 15.28
US Basic Materials TR 02-17-17 0.71 7.13 5.05 10.34 36.10 6.90 8.72
US Consumr Cyclcl TR 02-17-17 1.01 5.80 2.87 6.61 21.43 9.84 15.56
US Financial Services TR 02-17-17 2.74 5.18 6.06 10.58 43.20 13.10 17.95
US Real Estate TR 02-17-17 0.25 2.18 1.07 8.89 19.62 10.43 10.06
US Dfnsve Sup Sec TR 02-17-17 1.97 5.81 3.85 6.42 12.82 10.87 15.24
US Consumr Dfnsve TR 02-17-17 1.62 4.86 4.15 7.35 11.65 12.56 13.82
US Healthcare TR 02-17-17 2.55 7.38 4.33 5.51 13.52 9.83 17.65
US Utilities TR 02-17-17 0.50 2.04 1.09 7.71 13.01 11.04 11.61
US Snstve Sup Sec TR 02-17-17 1.04 5.23 3.66 8.40 31.16 9.77 11.96
US Commun Svc TR 02-17-17 0.45 3.32 1.40 12.02 27.15 12.28 16.59
US Energy TR 02-17-17 -1.90 -4.58 -4.13 2.30 28.01 -4.05 1.01
US Industrials TR 02-17-17 1.59 5.33 4.36 7.57 30.17 10.55 14.55
US Technology TR 02-17-17 1.87 9.76 6.85 10.86 35.63 14.94 14.44
Moat
Morningstar Wide Moat Focus TR 02-17-17 2.47 8.03 5.03 8.81 34.48 11.73 15.06
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 02-17-17 1.88 4.77 4.37 9.80 28.67 11.23 12.57
NASDAQ Composite PR PR 02-17-17 1.82 8.46 5.41 9.46 28.77 11.22 14.62
NYSE Composite PR --- 02-20-17 0.67 4.11 2.84 7.48 21.35 3.72 7.24
Russell 2000 TR TR 02-17-17 0.82 3.27 3.60 7.26 40.52 8.31 12.62
S&P 500 TR TR 02-17-17 1.60 5.32 3.90 8.07 24.68 10.87 13.97
S&P MidCap 400 TR 02-17-17 0.84 4.62 3.82 8.47 34.69 10.52 13.73
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 02-17-17 0.00 0.51 -0.18 0.27 1.49 2.86 2.41
US Inter Core Bd TR Bond TR 02-17-17 -0.01 0.41 -0.04 -0.05 0.88 2.87 2.50
US Lng Core Bd TR Bond TR 02-17-17 -0.04 0.89 -0.79 0.85 3.45 5.22 3.93
US Shrt Core Bd TR Bond TR 02-17-17 0.03 0.35 0.13 0.31 1.08 1.08 1.10
Corporate
US Corp Bd TR Bond TR 02-17-17 0.10 0.84 -0.09 1.18 6.75 3.73 3.92
US Inter Corp Bd TR Bond TR 02-17-17 0.05 0.93 0.21 0.76 5.06 3.21 3.90
US Lng Corp Bd TR Bond TR 02-17-17 0.13 0.94 -0.51 1.76 10.48 5.36 5.04
US Shrt Corp Bd TR Bond TR 02-17-17 0.08 0.63 0.31 0.66 2.93 1.73 2.28
Government
US Gov Bd TR Bond TR 02-17-17 -0.07 0.46 -0.33 -0.01 -1.20 2.02 1.39
US Inter Gov Bd TR Bond TR 02-17-17 -0.04 0.47 -0.16 -0.05 -0.95 1.91 1.37
US Lng Gov Bd TR Bond TR 02-17-17 -0.22 0.83 -1.12 -0.22 -3.61 5.24 2.92
US Shrt Gov Bd TR Bond TR 02-17-17 0.01 0.21 0.05 0.14 0.25 0.79 0.70
Other
Mortgage TR Bond TR 02-17-17 -0.01 0.26 -0.06 -0.24 0.68 3.12 2.56
TIPS TR TR 02-17-17 -0.11 0.92 -0.17 0.76 4.42 1.98 0.83
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 02-17-17 -0.02 0.44 -0.24 0.22 1.51 2.69 2.22
BBgBarc US Government TR TR 02-17-17 -0.08 0.38 -0.35 -0.08 -1.18 1.97 1.39
BBgBarc US MBS TR TR 02-17-17 -0.02 0.19 -0.10 -0.25 0.39 2.67 2.01
BofAML US HY Master II TR TR 02-20-17 0.13 2.15 1.21 5.02 23.93 4.79 6.96
USTREAS T-Bill Auction Ave 3 --- 01-31-17 --- 0.04 0.04 0.13 0.36 0.15 0.12
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-17 --- 0.21 0.21 -4.79 -2.75 2.72 0.92
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 02-17-17 -0.21 0.72 -0.61 0.47 -0.59 3.63 2.96
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 02-20-17 -0.05 5.76 3.02 3.99 -2.21 -10.82 -5.67
Euronext BEL 20 PR EUR PR 02-21-17 0.12 0.61 1.11 5.24 8.96 6.32 9.67
Euronext Paris CAC 40 NR EUR TR 02-21-17 -0.14 0.57 0.80 8.16 18.78 6.21 9.87
Euronext Paris CAC 40 PR EUR PR 02-21-17 -0.14 0.54 0.79 7.93 15.76 3.72 7.13
FSE DAX PR EUR PR 02-20-17 0.43 2.67 1.35 10.53 22.26 4.20 7.88
FSE DAX TR EUR TR 02-21-17 1.66 4.24 2.90 12.00 27.48 7.41 11.62
FTSE 100 PR GBP PR 02-21-17 0.09 1.85 1.06 7.33 22.26 2.09 4.18
FTSE 100 TR GBP TR 02-21-17 0.47 2.30 1.47 8.00 27.10 5.96 8.14
FTSE 250 PR GBP PR 02-21-17 -0.08 3.84 3.42 7.10 16.18 4.48 10.53
Hang Seng Hong Kong Composite PR HKD TR 02-21-17 0.56 9.26 5.07 7.24 24.30 1.38 1.88
Hang Seng HSI PR HKD PR 02-21-17 1.10 8.92 4.71 7.18 24.26 2.02 2.21
MSCI AC Far East Ex Japan PR USD PR 02-20-17 0.77 9.62 4.97 9.06 22.76 1.58 1.16
MSCI ACWI PR USD PR 02-20-17 0.75 5.36 3.31 8.59 20.21 3.13 6.08
MSCI EAFE NR USD TR 02-20-17 0.45 4.39 2.22 9.04 15.97 -0.12 5.14
MSCI EAFE PR LCL PR 02-20-17 0.11 2.37 1.44 8.33 17.24 3.85 7.24
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 02-20-17 0.36 2.68 1.75 8.48 16.63 2.81 5.86
MSCI EM Latin America PR USD PR 02-20-17 1.34 13.41 8.13 17.10 51.51 -3.19 -9.00
MSCI EM PR LCL PR 02-20-17 0.49 6.68 3.83 8.42 20.44 3.84 2.18
MSCI EM PR USD PR 02-20-17 0.87 9.43 5.63 11.73 27.34 -0.25 -2.42
MSCI Europe NR USD TR 02-20-17 0.43 3.39 1.79 10.13 12.50 -2.58 4.60
MSCI Europe PR LCL PR 02-20-17 0.26 2.23 1.48 8.78 16.79 2.98 6.07
MSCI Hong Kong PR USD PR 02-20-17 1.01 9.16 3.51 3.78 20.00 3.50 4.18
MSCI Japan NR USD TR 02-21-17 1.71 4.71 2.30 4.87 20.37 5.56 7.35
MSCI Japan PR LCL PR 02-21-17 1.02 2.02 1.04 7.31 19.03 7.29 13.10
MSCI North America NR USD TR 02-20-17 0.98 5.46 3.71 8.31 25.39 9.29 12.29
MSCI Pacific Ex Japan NR USD TR 02-20-17 1.26 9.20 4.34 10.77 28.98 2.41 4.56
MSCI Pacific Ex Japan PR LCL PR 02-20-17 0.83 4.96 3.02 7.34 18.14 2.02 5.06
MSCI Pacific NR USD TR 02-20-17 0.45 6.13 2.91 7.31 23.14 4.83 6.22
MSCI Pacific PR LCL PR 02-20-17 -0.15 2.61 1.32 7.66 18.47 5.62 9.65
MSCI World ex USA NR USD TR 02-20-17 0.45 4.56 2.35 9.16 17.42 -0.06 4.81
MSCI World Ex USA PR LCL PR 02-20-17 0.15 2.48 1.45 8.14 17.82 3.83 7.01
Nikkei 225 Average PR JPY PR 02-21-17 0.74 1.40 1.27 7.04 21.38 9.24 15.42
S&P BSE SENSEX India INR PR 02-21-17 1.49 8.02 6.39 11.63 21.31 11.59 9.31
S&P/ASX All Ordinaries PR PR 02-21-17 0.42 2.03 2.20 7.68 16.52 2.31 5.96
S&P/TSX Composite PR PR 02-17-17 0.70 3.60 2.57 6.83 23.09 4.06 4.92
SIX SMI PR CHF PR 02-21-17 1.67 4.23 3.53 9.14 8.95 0.53 6.55
SIX SMI TR CHF PR 02-21-17 1.67 4.23 3.53 9.14 12.92 3.82 10.06
SSE Composite PR CNY PR 02-17-17 0.17 3.17 3.00 -0.20 11.67 14.46 6.32
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 02-20-17 0.73 5.24 3.47 8.53 25.57 6.23 9.55
Con Tgt Risk TR USD TR 02-20-17 0.25 1.47 1.06 2.10 6.01 2.48 3.04
Mod Agg Tgt Risk TR USD TR 02-20-17 0.63 4.48 2.99 7.26 21.60 5.56 8.33
Mod Con Tgt Risk TR USD TR 02-20-17 0.39 2.49 1.73 3.84 11.07 3.83 5.08
Mod Tgt Risk TR USD TR 02-20-17 0.51 3.48 2.36 5.55 16.32 4.77 6.77
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 02-20-17 0.39 2.55 1.69 4.28 12.47 3.98 5.60
Lifetime Agg 2005 TR USD TR 02-20-17 0.41 2.71 1.80 4.57 13.31 4.24 6.04
Lifetime Agg 2010 TR USD TR 02-20-17 0.44 2.95 1.97 5.01 14.52 4.54 6.59
Lifetime Agg 2015 TR USD TR 02-20-17 0.49 3.26 2.18 5.56 16.10 4.89 7.26
Lifetime Agg 2020 TR USD TR 02-20-17 0.54 3.66 2.44 6.27 18.24 5.29 8.06
Lifetime Agg 2025 TR USD TR 02-20-17 0.60 4.13 2.75 7.09 20.78 5.68 8.84
Lifetime Agg 2030 TR USD TR 02-20-17 0.65 4.57 3.03 7.86 23.18 5.97 9.38
Lifetime Agg 2035 TR USD TR 02-20-17 0.69 4.86 3.21 8.36 24.73 6.07 9.57
Lifetime Agg 2040 TR USD TR 02-20-17 0.69 4.99 3.29 8.57 25.35 6.03 9.52
Lifetime Agg 2045 TR USD TR 02-20-17 0.69 5.02 3.30 8.63 25.48 5.92 9.37
Lifetime Agg 2050 TR USD TR 02-20-17 0.69 5.05 3.31 8.67 25.52 5.79 9.21
Lifetime Agg 2055 TR USD TR 02-20-17 0.68 5.06 3.32 8.70 25.55 5.66 9.05
Lifetime Agg Incm TR USD TR 02-20-17 0.39 2.55 1.69 4.28 12.44 3.95 5.51
Lifetime Con 2000 TR USD TR 02-20-17 0.22 1.47 0.97 2.26 6.88 2.47 2.98
Lifetime Con 2005 TR USD TR 02-20-17 0.23 1.53 1.02 2.38 7.18 2.69 3.28
Lifetime Con 2010 TR USD TR 02-20-17 0.26 1.67 1.12 2.63 7.79 2.96 3.70
Lifetime Con 2015 TR USD TR 02-20-17 0.29 1.87 1.26 2.99 8.72 3.28 4.21
Lifetime Con 2020 TR USD TR 02-20-17 0.33 2.12 1.43 3.43 9.89 3.62 4.77
Lifetime Con 2025 TR USD TR 02-20-17 0.37 2.42 1.64 3.97 11.38 3.98 5.46
Lifetime Con 2030 TR USD TR 02-20-17 0.42 2.84 1.92 4.71 13.51 4.41 6.32
Lifetime Con 2035 TR USD TR 02-20-17 0.49 3.37 2.26 5.65 16.30 4.87 7.23
Lifetime Con 2040 TR USD TR 02-20-17 0.56 3.90 2.61 6.58 19.13 5.24 7.95
Lifetime Con 2045 TR USD TR 02-20-17 0.60 4.27 2.84 7.22 21.08 5.42 8.25
Lifetime Con 2050 TR USD TR 02-20-17 0.62 4.48 2.96 7.57 22.12 5.45 8.31
Lifetime Con 2055 TR USD TR 02-20-17 0.63 4.56 3.01 7.71 22.50 5.39 8.23
Lifetime Con Incm TR USD TR 02-20-17 0.22 1.47 0.97 2.26 6.87 2.45 2.92
Lifetime Mod 2000 TR USD TR 02-20-17 0.30 1.99 1.32 3.31 9.64 3.22 4.33
Lifetime Mod 2005 TR USD TR 02-20-17 0.32 2.10 1.40 3.51 10.18 3.45 4.69
Lifetime Mod 2010 TR USD TR 02-20-17 0.34 2.28 1.52 3.84 11.04 3.73 5.15
Lifetime Mod 2015 TR USD TR 02-20-17 0.38 2.52 1.69 4.27 12.23 4.05 5.71
Lifetime Mod 2020 TR USD TR 02-20-17 0.42 2.84 1.90 4.83 13.82 4.42 6.42
Lifetime Mod 2025 TR USD TR 02-20-17 0.48 3.27 2.19 5.60 16.11 4.85 7.30
Lifetime Mod 2030 TR USD TR 02-20-17 0.55 3.80 2.53 6.53 18.93 5.30 8.17
Lifetime Mod 2035 TR USD TR 02-20-17 0.61 4.30 2.85 7.39 21.58 5.62 8.79
Lifetime Mod 2040 TR USD TR 02-20-17 0.65 4.63 3.06 7.97 23.36 5.77 9.04
Lifetime Mod 2045 TR USD TR 02-20-17 0.66 4.78 3.15 8.22 24.11 5.75 9.02
Lifetime Mod 2050 TR USD TR 02-20-17 0.66 4.84 3.18 8.31 24.34 5.66 8.91
Lifetime Mod 2055 TR USD TR 02-20-17 0.66 4.87 3.20 8.37 24.44 5.55 8.76
Lifetime Mod Incm TR USD TR 02-20-17 0.30 1.99 1.32 3.31 9.62 3.19 4.26
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 02-20-17 -0.22 -2.37 -1.32 -1.34 -4.74 -4.67 -4.74
Lng/Shrt Cmdty TR TR 02-20-17 -0.29 -4.33 -1.77 -2.89 -9.75 -4.42 -4.88
Lng-Only Cmdty TR TR 02-20-17 -0.16 -0.39 -0.83 7.10 21.23 -16.08 -9.76
Shrt/Flt Cmdty TR TR 02-20-17 -0.05 -1.94 -0.41 -1.52 -4.96 0.32 -0.17
Shrt-Only Cmdty TR TR 02-20-17 0.21 0.61 1.03 -7.01 -23.21 13.40 6.06
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