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 10-22-14 3.58 5.15 -3.20 -2.62 10.90 18.46 14.65
Style
Large Cap TR 10-22-14 3.45 5.98 -3.24 -2.33 12.07 18.26 14.09
Large Core TR 10-22-14 3.25 7.24 -2.49 -0.89 12.48 20.46 15.18
Large Growth TR 10-22-14 4.23 7.49 -2.27 -1.00 14.34 18.82 15.24
Large Value TR 10-22-14 2.85 3.22 -5.00 -5.11 9.37 15.68 11.94
Mid Cap TR 10-22-14 4.24 4.46 -3.21 -3.14 9.45 19.28 16.28
Mid Core TR 10-22-14 4.44 6.77 -3.16 -3.25 12.12 20.13 17.37
Mid Growth TR 10-22-14 4.36 2.41 -2.92 -1.88 7.03 16.10 15.47
Mid Value TR 10-22-14 3.91 4.47 -3.55 -4.28 9.46 21.74 15.99
Small Cap TR 10-22-14 3.08 -1.65 -2.84 -4.28 3.01 18.04 15.21
Small Core TR 10-22-14 3.15 -0.16 -3.27 -5.00 4.69 18.09 14.45
Small Growth TR 10-22-14 2.77 -5.81 -2.87 -3.89 -2.27 16.50 15.41
Small Value TR 10-22-14 3.31 0.99 -2.38 -3.95 6.70 19.48 15.73
US Core TR 10-22-14 3.48 6.61 -2.68 -1.66 11.85 20.21 15.62
US Growth TR 10-22-14 4.16 5.57 -2.43 -1.36 11.70 18.12 15.36
US Value TR 10-22-14 3.08 3.32 -4.54 -4.87 9.19 17.17 13.03
Sector
Cyclical TR 10-22-14 3.62 0.59 -4.36 -3.27 6.00 19.78 13.20
— Basic Materials TR 10-22-14 5.08 2.68 -6.51 -5.35 7.19 13.07 9.94
— Consumer Cyclical TR 10-22-14 4.20 -2.71 -3.68 -3.31 3.81 20.23 19.66
— Financial Services TR 10-22-14 3.00 -0.72 -5.93 -3.21 6.09 22.42 9.91
— Real Estate TR 10-22-14 2.88 18.03 2.45 -1.39 11.72 14.62 16.15
Defensive TR 10-22-14 3.76 11.10 -2.31 1.12 15.33 20.29 15.87
— Consumer Defensive TR 10-22-14 2.55 7.41 -1.08 1.47 11.01 16.21 14.79
— Healthcare TR 10-22-14 4.72 12.57 -4.12 0.66 18.77 26.42 19.33
— Utilities TR 10-22-14 3.35 16.02 1.96 2.05 14.71 12.27 12.58
Sensitive TR 10-22-14 3.44 1.95 -6.74 -7.58 8.61 15.34 13.04
— Communication Services TR 10-22-14 1.30 1.47 -5.72 -5.28 6.54 19.39 17.80
— Energy TR 10-22-14 4.65 -2.54 -9.80 -14.68 -0.03 9.59 9.77
— Industrials TR 10-22-14 4.26 -1.29 -4.86 -5.85 7.13 18.98 15.62
— Technology TR 10-22-14 2.80 6.82 -6.71 -5.34 15.10 15.56 13.42
Moat
Morningstar Wide Moat Focus TR 10-22-14 1.77 6.35 -3.18 -1.65 10.53 21.49 15.96
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 10-22-14 2.03 1.15 -4.02 -3.26 8.91 14.58 13.20
NASDAQ Composite PR PR 10-22-14 3.97 4.94 -3.20 -1.64 11.54 18.45 15.15
NYSE Composite PR --- 10-22-14 2.93 0.05 -4.47 -5.54 3.47 11.88 7.69
Russell 2000 TR TR 10-22-14 2.29 -4.78 -2.76 -4.82 -0.39 17.08 13.84
S&P 500 TR TR 10-22-14 3.49 5.97 -3.23 -2.35 12.11 18.42 14.40
S&P MidCap 400 TR 10-22-14 4.14 1.86 -3.31 -4.09 5.73 17.97 15.39
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Bond Indexes
Broad Market
Core Bond TR 10-22-14 -0.38 5.59 1.57 1.51 4.48 3.22 4.42
Intermediate Core Bond TR 10-22-14 -0.30 5.24 1.49 1.51 3.98 3.25 4.34
Long-Term Core Bond TR 10-22-14 -0.93 13.13 3.21 2.79 10.46 5.83 7.98
Short-Term Core Bond TR 10-22-14 -0.15 1.36 0.58 0.63 1.33 1.32 1.93
Corporate
Corp Bond TR 10-22-14 -0.30 7.35 1.53 1.28 6.93 5.84 6.53
Intermediate Corp Bond TR 10-22-14 -0.31 5.20 1.20 1.10 5.08 5.91 6.37
Long-Term Corp Bond TR 10-22-14 -0.40 12.33 2.39 1.90 11.23 7.64 8.80
Short-Term Corp Bond TR 10-22-14 -0.16 2.06 0.54 0.57 2.28 3.26 3.48
Government
Intermediate US Govt Bond TR 10-22-14 -0.63 4.12 1.93 1.66 2.45 1.81 3.89
Long-Term US Govt Bond TR 10-22-14 -1.57 14.75 4.23 3.90 10.17 4.13 7.06
Short-Term US Govt Bond TR 10-22-14 -0.14 1.15 0.60 0.65 1.04 0.75 1.44
US Govt Bond TR 10-22-14 -0.58 4.59 1.73 1.63 3.25 1.89 3.54
Other
Mortgage Bond TR 10-22-14 -0.18 5.64 1.39 1.53 4.29 3.18 4.10
TIPS TR 10-22-14 -0.63 5.28 1.64 -0.92 2.19 1.76 4.78
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 10-22-14 -0.48 5.57 1.55 1.44 4.55 3.09 4.38
Barclays US Government TR TR 10-22-14 -0.58 4.47 1.69 1.59 3.24 1.89 3.46
Barclays US MBS TR TR 10-22-14 -0.20 5.42 1.39 1.47 4.26 2.57 3.64
BofAML US HY Master II TR TR 10-22-14 2.07 4.62 -0.20 -0.40 6.16 10.00 10.21
USTREAS T-Bill Auction Ave 3 --- 09-30-14 --- 0.03 0.00 0.01 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 09-30-14 --- 6.59 -1.29 0.70 3.67 0.32 3.87
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 10-22-14 -0.71 8.47 1.15 2.19 8.86 5.04 5.22
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 10-22-14 1.26 -2.39 -4.16 -7.10 -3.14 6.70 8.65
Euronext BEL 20 PR EUR PR 10-23-14 6.36 5.05 -3.70 -3.32 6.04 12.82 3.81
Euronext Paris CAC 40 NR EUR TR 10-23-14 6.10 -1.24 -4.57 -4.84 -0.08 12.41 4.73
Euronext Paris CAC 40 PR EUR PR 10-23-14 6.10 -3.22 -4.63 -5.00 -2.42 9.45 1.77
FSE DAX PR EUR PR 10-23-14 5.41 -7.86 -5.71 -7.24 -1.33 11.18 6.03
FSE DAX TR EUR TR 10-23-14 5.41 -5.29 -5.71 -7.24 1.43 14.86 9.53
FTSE 100 PR GBP PR 10-23-14 3.60 -4.89 -3.85 -5.58 -3.83 5.36 4.13
FTSE 100 TR GBP TR 10-23-14 3.71 -1.97 -3.68 -4.65 -0.41 9.32 7.92
FTSE 250 PR GBP PR 10-23-14 4.53 -5.02 -2.56 -3.75 -2.32 13.82 10.18
Hang Seng Hong Kong Composite PR HKD TR 10-23-14 1.63 -1.95 -2.09 -3.07 -1.00 8.90 0.59
Hang Seng HSI PR HKD PR 10-23-14 1.74 -0.03 -2.26 -2.81 0.35 8.93 0.62
MSCI AC Far East Ex Japan PR USD PR 10-23-14 1.91 -0.08 -3.23 -6.18 -0.94 6.95 3.70
MSCI ACWI PR USD PR 10-22-14 2.95 -0.91 -4.65 -6.16 1.38 10.23 6.37
MSCI EAFE NR USD TR 10-23-14 3.64 -5.05 -5.14 -9.08 -3.36 9.72 5.20
MSCI EAFE PR LCL PR 10-23-14 4.50 -2.20 -4.21 -3.97 0.98 10.98 3.96
MSCI EASEA PR LCL PR 10-23-14 4.90 -1.10 -3.34 -4.21 0.58 9.28 3.62
MSCI EM Latin America PR USD PR 10-22-14 -4.31 -5.09 -8.97 -14.81 -13.35 -5.49 -5.51
MSCI EM PR LCL PR 10-22-14 0.40 0.92 -4.18 -4.64 -0.62 5.58 2.58
MSCI EM PR USD PR 10-22-14 0.46 -1.56 -5.11 -8.13 -5.51 2.37 0.53
MSCI Europe NR USD TR 10-23-14 4.75 -6.03 -5.63 -9.79 -3.11 10.44 5.17
MSCI Europe PR LCL PR 10-23-14 5.41 -1.77 -3.97 -4.51 0.25 9.28 3.89
MSCI Hong Kong PR USD PR 10-23-14 2.06 3.87 0.45 -1.66 4.20 12.48 5.96
MSCI Japan NR USD TR 10-23-14 1.04 -7.26 -6.21 -8.31 -6.08 7.30 4.85
MSCI Japan PR LCL PR 10-23-14 2.99 -6.10 -7.41 -2.97 2.59 18.30 6.22
MSCI North America NR USD TR 10-22-14 3.56 5.02 -3.56 -3.11 10.39 16.62 12.97
MSCI Pacific Ex Japan NR USD TR 10-23-14 2.30 3.36 -0.96 -6.77 -1.06 10.21 6.49
MSCI Pacific Ex Japan PR LCL PR 10-23-14 2.33 1.49 -0.31 -2.99 1.31 9.53 2.71
MSCI Pacific NR USD TR 10-23-14 1.52 -3.41 -4.26 -7.72 -4.19 8.42 5.47
MSCI Pacific PR LCL PR 10-23-14 2.73 -3.46 -4.81 -3.02 2.03 14.55 4.57
MSCI World ex USA NR USD TR 10-22-14 2.95 -4.54 -5.98 -9.09 -3.49 9.20 5.02
MSCI World Ex USA PR LCL PR 10-22-14 3.18 -1.88 -5.41 -4.41 0.65 10.35 3.84
Nikkei 225 Average PR JPY PR 10-23-14 2.72 -7.07 -6.58 -1.24 4.94 20.38 8.04
S&P BSE SENSEX India INR PR 10-22-14 1.66 26.53 -1.54 2.93 28.38 16.86 9.79
S&P/ASX All Ordinaries PR PR 10-23-14 2.40 0.32 -0.85 -3.54 0.25 8.51 2.02
S&P/TSX Composite PR PR 10-22-14 3.19 5.07 -5.40 -6.55 8.03 6.20 4.41
Shanghai SE Composite PR CNY PR 10-23-14 -2.29 8.81 -0.32 10.77 5.47 -0.21 -5.82
SIX SMI CHF PR 10-23-14 6.06 4.18 -2.48 -0.69 4.04 14.10 6.03
SIX SMI TR CHF PR 10-23-14 6.06 7.42 -2.48 -0.60 7.29 17.82 9.44
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
Aggressive Target Risk TR 10-22-14 2.80 1.56 -3.80 -5.01 4.59 13.92 10.93
Conservative Target Risk TR 10-22-14 0.19 3.19 0.03 -0.92 3.17 4.79 5.04
Moderate Target Risk TR 10-22-14 1.55 2.70 -1.94 -2.99 4.42 9.91 8.47
Moderately Aggr Target Risk TR 10-22-14 2.25 1.98 -3.02 -4.16 4.47 12.18 9.87
Moderately Cons Target Risk TR 10-22-14 0.88 2.99 -0.94 -1.91 3.88 7.46 6.83
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Target-Date Indexes
Lifetime Aggressive 2000 TR 10-22-14 1.19 3.23 -1.17 -2.15 4.46 8.54 8.03
Lifetime Aggressive 2005 TR 10-22-14 1.30 3.39 -1.32 -2.31 4.80 9.27 8.53
Lifetime Aggressive 2010 TR 10-22-14 1.47 3.44 -1.56 -2.55 5.10 10.14 9.09
Lifetime Aggressive 2015 TR 10-22-14 1.71 3.36 -1.91 -2.91 5.37 11.17 9.71
Lifetime Aggressive 2020 TR 10-22-14 2.03 3.08 -2.40 -3.40 5.53 12.31 10.34
Lifetime Aggressive 2025 TR 10-22-14 2.39 2.63 -2.96 -3.98 5.52 13.34 10.85
Lifetime Aggressive 2030 TR 10-22-14 2.69 2.14 -3.44 -4.51 5.31 13.97 11.12
Lifetime Aggressive 2035 TR 10-22-14 2.84 1.78 -3.72 -4.84 5.03 14.14 11.14
Lifetime Aggressive 2040 TR 10-22-14 2.86 1.57 -3.82 -5.01 4.75 14.05 11.03
Lifetime Aggressive 2045 TR 10-22-14 2.83 1.44 -3.86 -5.12 4.51 13.90 10.88
Lifetime Aggressive 2050 TR 10-22-14 2.80 1.32 -3.89 -5.21 4.27 13.74 10.72
Lifetime Aggressive 2055 TR 10-22-14 2.76 1.20 -3.91 -5.30 4.03 13.57 10.56
Lifetime Aggressive Income TR 10-22-14 1.18 3.14 -1.15 -2.13 4.32 8.26 7.80
Lifetime Conservative 2000 TR 10-22-14 0.25 3.45 0.09 -1.08 3.13 4.83 5.64
Lifetime Conservative 2005 TR 10-22-14 0.27 3.84 0.10 -1.07 3.59 5.38 6.07
Lifetime Conservative 2010 TR 10-22-14 0.34 4.17 0.02 -1.14 4.06 6.10 6.59
Lifetime Conservative 2015 TR 10-22-14 0.46 4.39 -0.14 -1.29 4.48 6.90 7.14
Lifetime Conservative 2020 TR 10-22-14 0.62 4.50 -0.37 -1.51 4.85 7.79 7.72
Lifetime Conservative 2025 TR 10-22-14 0.84 4.46 -0.71 -1.85 5.16 8.86 8.37
Lifetime Conservative 2030 TR 10-22-14 1.18 4.16 -1.23 -2.38 5.36 10.14 9.09
Lifetime Conservative 2035 TR 10-22-14 1.59 3.62 -1.89 -3.05 5.36 11.37 9.73
Lifetime Conservative 2040 TR 10-22-14 1.96 3.01 -2.49 -3.70 5.16 12.23 10.14
Lifetime Conservative 2045 TR 10-22-14 2.17 2.57 -2.87 -4.13 4.87 12.53 10.25
Lifetime Conservative 2050 TR 10-22-14 2.24 2.33 -3.04 -4.36 4.64 12.59 10.22
Lifetime Conservative 2055 TR 10-22-14 2.24 2.18 -3.11 -4.50 4.42 12.51 10.11
Lifetime Conservative Income TR 10-22-14 0.26 3.30 0.08 -1.09 2.99 4.62 5.43
Lifetime Moderate 2000 TR 10-22-14 0.74 3.34 -0.57 -1.64 3.83 6.77 6.90
Lifetime Moderate 2005 TR 10-22-14 0.80 3.61 -0.64 -1.71 4.22 7.38 7.35
Lifetime Moderate 2010 TR 10-22-14 0.91 3.80 -0.79 -1.86 4.59 8.14 7.86
Lifetime Moderate 2015 TR 10-22-14 1.07 3.88 -1.03 -2.09 4.93 9.03 8.44
Lifetime Moderate 2020 TR 10-22-14 1.32 3.80 -1.39 -2.46 5.22 10.13 9.10
Lifetime Moderate 2025 TR 10-22-14 1.67 3.48 -1.93 -3.01 5.40 11.41 9.81
Lifetime Moderate 2030 TR 10-22-14 2.08 2.95 -2.57 -3.67 5.38 12.56 10.39
Lifetime Moderate 2035 TR 10-22-14 2.42 2.39 -3.11 -4.25 5.16 13.29 10.71
Lifetime Moderate 2040 TR 10-22-14 2.60 1.99 -3.44 -4.63 4.88 13.53 10.78
Lifetime Moderate 2045 TR 10-22-14 2.63 1.77 -3.56 -4.82 4.61 13.48 10.69
Lifetime Moderate 2050 TR 10-22-14 2.62 1.64 -3.62 -4.94 4.39 13.37 10.57
Lifetime Moderate 2055 TR 10-22-14 2.59 1.52 -3.65 -5.04 4.16 13.22 10.41
Lifetime Moderate Income TR 10-22-14 0.73 3.22 -0.57 -1.64 3.69 6.53 6.68
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Commodity Indexes
Long/Flat Commodity TR 10-22-14 -0.08 -5.43 0.24 -2.78 -6.25 -4.57 0.56
Long/Short Commodity TR 10-22-14 -0.31 -5.06 -1.24 -1.00 -2.83 -4.12 0.00
Long-Only Commodity TR 10-22-14 -0.13 -10.45 -4.00 -11.63 -11.30 -4.51 0.99
Short/Flat Commodity TR 10-22-14 -0.33 0.37 -1.46 1.78 3.67 0.34 -0.50
Short-Only Commodity TR 10-22-14 -0.06 8.92 3.73 12.52 11.22 1.42 -3.66
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