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 04-21-14 2.32 1.76 -0.08 1.73 23.41 14.20 20.16
Style
Large Cap TR 04-21-14 2.30 1.75 0.49 1.92 22.27 14.45 19.01
Large Core TR 04-21-14 1.85 2.59 0.24 3.13 20.67 16.61 19.94
Large Growth TR 04-21-14 2.88 0.05 -0.94 -0.43 25.65 14.66 19.88
Large Value TR 04-21-14 2.13 2.75 2.30 3.25 20.52 12.13 17.31
Mid Cap TR 04-21-14 2.39 2.43 -1.21 1.79 26.26 13.75 23.19
Mid Core TR 04-21-14 2.25 3.47 -0.89 2.24 24.68 14.34 23.74
Mid Growth TR 04-21-14 2.84 0.51 -2.82 -0.58 24.64 11.00 21.88
Mid Value TR 04-21-14 2.05 3.54 0.26 4.02 29.68 16.02 23.92
Small Cap TR 04-21-14 2.39 -0.07 -2.79 -0.42 27.09 12.75 23.08
Small Core TR 04-21-14 2.41 1.44 -2.56 1.86 27.11 11.75 22.28
Small Growth TR 04-21-14 2.70 -3.73 -4.74 -4.43 28.61 11.84 22.18
Small Value TR 04-21-14 2.07 2.02 -1.16 1.26 25.65 14.72 24.77
US Core TR 04-21-14 1.97 2.68 -0.18 2.87 21.92 15.83 20.92
US Growth TR 04-21-14 2.86 -0.11 -1.57 -0.72 25.62 13.71 20.49
US Value TR 04-21-14 2.11 2.86 1.64 3.26 22.75 13.10 19.14
Sector
Cyclical TR 04-17-14 1.30 -0.85 -1.66 0.09 22.74 14.44 19.65
— Basic Materials TR 04-21-14 2.30 3.02 0.23 3.10 25.23 4.80 18.06
— Consumer Cyclical TR 04-21-14 1.81 -3.57 -2.98 -0.50 23.13 18.41 26.79
— Financial Services TR 04-17-14 1.53 -1.72 -1.52 -1.72 27.18 14.36 16.54
— Real Estate TR 04-21-14 1.76 11.57 2.75 7.77 0.89 9.33 22.84
Defensive TR 04-21-14 2.11 3.97 0.34 2.31 16.08 18.06 18.76
— Consumer Defensive TR 04-21-14 1.49 1.71 2.47 3.59 10.30 15.38 18.32
— Healthcare TR 04-21-14 2.88 3.78 -1.97 -0.40 23.48 21.61 22.34
— Utilities TR 04-21-14 0.85 11.47 4.05 10.32 8.23 13.84 15.90
Sensitive TR 04-21-14 2.85 2.68 1.66 2.89 29.22 12.22 19.32
— Communication Services TR 04-21-14 2.25 -0.13 1.47 1.09 13.00 16.36 21.90
— Energy TR 04-21-14 4.12 6.72 7.22 8.85 29.07 8.34 19.98
— Industrials TR 04-21-14 3.23 0.99 1.29 1.51 32.91 14.66 22.70
— Technology TR 04-21-14 2.03 2.04 -1.32 0.84 31.69 12.03 19.44
Moat
Morningstar Wide Moat Focus TR 04-21-14 2.04 3.91 4.27 3.26 32.82 18.40 22.82
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 04-21-14 1.73 -0.11 0.99 0.79 15.82 12.46 18.72
NASDAQ Composite PR PR 04-21-14 2.46 -1.32 -3.63 -2.47 28.55 13.48 20.18
NYSE Composite PR --- 04-21-14 1.93 1.53 1.61 1.87 17.40 7.48 14.61
Russell 2000 TR TR 04-21-14 2.43 -1.49 -4.21 -2.53 26.83 12.09 21.05
S&P 500 TR TR 04-21-14 2.26 1.87 0.42 2.05 22.92 14.32 19.62
S&P MidCap 400 TR 04-21-14 2.31 1.34 -1.70 0.51 22.63 12.49 22.15
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 04-21-14 -0.32 2.20 0.57 1.22 -0.45 3.85 4.58
Intermediate Core Bond TR 04-21-14 -0.42 1.83 0.43 0.86 0.08 3.59 4.31
Long-Term Core Bond TR 04-21-14 -0.41 5.77 1.52 3.55 -3.09 7.60 8.16
Short-Term Core Bond TR 04-21-14 -0.11 0.43 0.22 0.31 0.64 1.47 2.36
Corporate
Corp Bond TR 04-21-14 -0.21 3.60 1.13 2.35 0.81 5.94 8.73
Intermediate Corp Bond TR 04-21-14 -0.33 2.22 0.77 1.43 1.42 5.60 8.61
Long-Term Corp Bond TR 04-21-14 -0.23 6.11 1.89 4.06 -0.24 8.11 11.68
Short-Term Corp Bond TR 04-21-14 -0.09 0.96 0.36 0.64 1.95 3.05 4.86
Government
Intermediate US Govt Bond TR 04-21-14 -0.55 1.16 0.24 0.45 -2.19 3.11 3.30
Long-Term US Govt Bond TR 04-21-14 -0.63 5.92 1.07 3.05 -5.83 6.74 5.01
Short-Term US Govt Bond TR 04-21-14 -0.11 0.27 0.18 0.21 0.25 1.01 1.48
US Govt Bond TR 04-21-14 -0.33 1.58 0.37 0.83 -1.77 3.15 2.94
Other
Mortgage Bond TR 04-21-14 -0.40 1.99 0.42 0.90 0.73 3.26 3.96
TIPS TR 04-21-14 0.11 2.91 1.08 1.52 -5.91 3.36 5.54
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 04-21-14 -0.33 2.21 0.60 1.29 -0.56 3.65 4.79
Barclays US Government TR TR 04-21-14 -0.33 1.51 0.38 0.83 -1.66 3.09 2.91
Barclays US MBS TR TR 04-21-14 -0.38 1.90 0.43 0.92 0.08 2.69 3.57
BofAML US HY Master II TR TR 04-21-14 0.08 3.41 0.72 2.23 7.22 8.48 16.84
USTREAS T-Bill Auction Ave 3 --- 03-31-14 --- 0.01 0.00 0.01 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-14 --- 3.37 -0.38 3.37 -5.08 4.31 2.51
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 04-21-14 0.21 4.44 1.43 2.86 0.65 5.83 5.41
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 04-21-14 0.51 1.24 3.98 4.94 2.62 3.60 17.26
Euronext BEL 20 PR EUR PR 04-22-14 3.23 7.58 1.98 6.54 21.56 4.87 10.56
Euronext Paris CAC 40 NR EUR TR 04-22-14 3.20 4.55 3.59 3.83 25.83 6.80 11.69
Euronext Paris CAC 40 PR EUR PR 04-22-14 3.20 4.38 3.44 3.68 22.78 3.69 8.19
FSE DAX PR EUR PR 04-22-14 4.57 -0.20 2.37 -1.92 24.43 6.00 11.84
FSE DAX TR EUR TR 04-22-14 4.65 0.50 2.75 -1.23 28.38 9.58 15.88
FTSE 100 PR GBP PR 04-22-14 2.14 -1.00 1.90 -2.12 6.39 3.55 10.64
FTSE 100 TR GBP TR 04-22-14 2.19 0.11 2.08 -1.10 10.25 7.41 14.70
FTSE 250 PR GBP PR 04-22-14 3.15 0.92 -0.48 -0.40 18.33 10.84 17.57
Hang Seng Hong Kong Composite PR HKD TR 04-22-14 -0.01 -3.80 4.59 -2.51 2.99 -2.89 8.71
Hang Seng HSI PR HKD PR 04-22-14 0.03 -2.69 5.79 -1.75 3.11 -2.06 8.80
MSCI AC Far East Ex Japan PR USD PR 04-22-14 0.44 0.88 6.78 3.08 3.77 -1.60 11.88
MSCI ACWI PR USD PR 04-21-14 1.51 0.70 1.74 1.13 15.45 5.45 13.79
MSCI EAFE NR USD TR 04-22-14 2.41 1.46 3.55 1.03 18.17 6.29 14.55
MSCI EAFE PR LCL PR 04-22-14 2.59 -0.66 2.54 -1.68 11.80 5.59 8.84
MSCI EASEA PR LCL PR 04-22-14 2.63 2.23 2.81 0.74 14.74 4.44 9.73
MSCI EM Latin America PR USD PR 04-21-14 -0.47 2.28 9.54 8.33 -11.55 -11.13 6.55
MSCI EM PR LCL PR 04-21-14 0.09 0.22 4.96 2.41 4.60 -1.17 9.13
MSCI EM PR USD PR 04-21-14 -0.09 0.81 6.96 4.12 -0.04 -5.71 10.01
MSCI Europe NR USD TR 04-22-14 2.90 3.49 3.43 2.68 27.51 7.21 16.21
MSCI Europe PR LCL PR 04-22-14 2.89 2.10 2.51 0.24 16.17 4.83 9.93
MSCI Hong Kong PR USD PR 04-22-14 0.12 1.46 7.72 1.96 6.29 2.84 13.44
MSCI Japan NR USD TR 04-22-14 1.46 -8.30 1.95 -8.50 -0.55 4.88 7.87
MSCI Japan PR LCL PR 04-22-14 2.41 -11.19 1.39 -10.66 0.98 10.89 6.75
MSCI North America NR USD TR 04-21-14 2.18 1.73 0.43 1.95 21.73 12.18 18.49
MSCI Pacific Ex Japan NR USD TR 04-22-14 1.30 6.60 6.75 8.18 6.03 4.19 18.84
MSCI Pacific Ex Japan PR LCL PR 04-22-14 1.23 2.37 4.44 3.09 7.92 2.94 9.48
MSCI Pacific NR USD TR 04-22-14 1.39 -2.91 3.80 -2.54 1.93 4.58 11.58
MSCI Pacific PR LCL PR 04-22-14 1.95 -6.35 2.59 -5.76 3.56 7.40 7.26
MSCI World Ex US NR USD TR 04-21-14 1.06 0.85 2.72 0.76 17.27 5.20 14.48
MSCI World Ex USA PR LCL PR 04-21-14 1.28 -0.78 1.67 -1.95 12.27 4.85 8.79
Nikkei 225 Average PR JPY PR 04-22-14 2.80 -11.68 1.16 -9.05 6.05 14.12 10.52
S&P BSE SENSEX India INR PR 04-22-14 1.22 7.50 4.61 6.66 18.72 5.10 16.04
S&P/ASX All Ordinaries PR PR 04-22-14 1.61 2.13 2.11 2.55 10.33 3.05 8.55
S&P/TSX Composite PR PR 04-21-14 1.46 6.40 1.10 3.88 20.12 1.23 9.40
Shanghai SE Composite PR CNY PR 04-22-14 -1.37 -2.04 1.23 1.03 -7.55 -11.70 -3.38
SIX SMI CHF PR 04-22-14 2.18 3.15 2.07 -0.06 11.20 9.43 10.81
SIX SMI TR CHF PR 04-22-14 2.18 5.67 3.29 2.38 14.47 12.99 14.53
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 04-21-14 1.57 2.04 1.19 2.20 19.29 9.71 17.85
Conservative Target Risk TR 04-21-14 0.20 2.12 0.71 1.65 3.74 4.73 6.85
Moderate Target Risk TR 04-21-14 0.95 2.22 0.95 2.04 11.98 7.76 12.96
Moderately Aggr Target Risk TR 04-21-14 1.30 2.08 1.09 2.10 16.20 8.86 15.75
Moderately Cons Target Risk TR 04-21-14 0.59 2.10 0.79 1.77 7.90 6.36 9.93
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 04-21-14 0.81 2.22 0.71 1.82 9.24 6.91 11.93
Lifetime Aggressive 2005 TR 04-21-14 0.88 2.34 0.77 1.94 10.24 7.35 12.86
Lifetime Aggressive 2010 TR 04-21-14 0.97 2.42 0.82 2.05 11.56 7.81 13.96
Lifetime Aggressive 2015 TR 04-21-14 1.10 2.44 0.86 2.14 13.28 8.31 15.20
Lifetime Aggressive 2020 TR 04-21-14 1.28 2.39 0.91 2.19 15.40 8.89 16.45
Lifetime Aggressive 2025 TR 04-21-14 1.46 2.28 0.96 2.20 17.54 9.45 17.47
Lifetime Aggressive 2030 TR 04-21-14 1.59 2.16 1.01 2.20 19.05 9.82 18.07
Lifetime Aggressive 2035 TR 04-21-14 1.64 2.09 1.06 2.19 19.66 9.92 18.27
Lifetime Aggressive 2040 TR 04-21-14 1.63 2.07 1.13 2.20 19.65 9.80 18.27
Lifetime Aggressive 2045 TR 04-21-14 1.60 2.06 1.19 2.21 19.47 9.62 18.21
Lifetime Aggressive 2050 TR 04-21-14 1.58 2.06 1.26 2.23 19.26 9.43 18.14
Lifetime Aggressive 2055 TR 04-21-14 1.55 2.06 1.33 2.25 19.04 9.22 18.05
Lifetime Aggressive Income TR 04-21-14 0.80 2.17 0.69 1.76 8.94 6.77 11.37
Lifetime Conservative 2000 TR 04-21-14 0.26 2.29 0.73 1.64 3.20 4.68 7.84
Lifetime Conservative 2005 TR 04-21-14 0.28 2.50 0.79 1.82 3.70 5.12 8.52
Lifetime Conservative 2010 TR 04-21-14 0.32 2.69 0.84 1.99 4.54 5.65 9.37
Lifetime Conservative 2015 TR 04-21-14 0.39 2.83 0.90 2.13 5.60 6.19 10.33
Lifetime Conservative 2020 TR 04-21-14 0.49 2.93 0.95 2.26 6.87 6.71 11.43
Lifetime Conservative 2025 TR 04-21-14 0.62 2.96 1.00 2.35 8.56 7.23 12.76
Lifetime Conservative 2030 TR 04-21-14 0.81 2.89 1.04 2.40 10.85 7.83 14.23
Lifetime Conservative 2035 TR 04-21-14 1.03 2.73 1.09 2.40 13.31 8.44 15.51
Lifetime Conservative 2040 TR 04-21-14 1.20 2.57 1.14 2.38 15.24 8.94 16.35
Lifetime Conservative 2045 TR 04-21-14 1.28 2.48 1.20 2.38 16.11 9.09 16.70
Lifetime Conservative 2050 TR 04-21-14 1.30 2.45 1.27 2.39 16.36 9.09 16.83
Lifetime Conservative 2055 TR 04-21-14 1.29 2.44 1.33 2.42 16.32 8.96 16.81
Lifetime Conservative Income TR 04-21-14 0.27 2.20 0.71 1.57 3.09 4.45 7.44
Lifetime Moderate 2000 TR 04-21-14 0.55 2.25 0.72 1.73 6.33 5.87 9.98
Lifetime Moderate 2005 TR 04-21-14 0.59 2.42 0.78 1.88 7.04 6.31 10.76
Lifetime Moderate 2010 TR 04-21-14 0.65 2.55 0.83 2.02 8.06 6.79 11.70
Lifetime Moderate 2015 TR 04-21-14 0.75 2.64 0.88 2.14 9.38 7.28 12.82
Lifetime Moderate 2020 TR 04-21-14 0.89 2.66 0.93 2.22 11.18 7.81 14.16
Lifetime Moderate 2025 TR 04-21-14 1.09 2.58 0.97 2.27 13.53 8.43 15.56
Lifetime Moderate 2030 TR 04-21-14 1.29 2.44 1.02 2.27 15.91 9.03 16.73
Lifetime Moderate 2035 TR 04-21-14 1.44 2.30 1.07 2.26 17.62 9.43 17.43
Lifetime Moderate 2040 TR 04-21-14 1.51 2.21 1.13 2.25 18.37 9.57 17.70
Lifetime Moderate 2045 TR 04-21-14 1.51 2.19 1.20 2.26 18.44 9.47 17.74
Lifetime Moderate 2050 TR 04-21-14 1.49 2.18 1.26 2.28 18.32 9.33 17.72
Lifetime Moderate 2055 TR 04-21-14 1.46 2.18 1.33 2.31 18.14 9.14 17.64
Lifetime Moderate Income TR 04-21-14 0.55 2.18 0.70 1.67 6.14 5.69 9.51
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 04-21-14 0.51 2.12 2.86 3.01 2.24 -5.96 3.39
Long/Short Commodity TR 04-21-14 0.85 -1.01 2.71 -0.07 2.24 -5.97 1.15
Long-Only Commodity TR 04-21-14 0.21 8.53 3.14 9.75 10.47 -3.13 9.77
Short/Flat Commodity TR 04-21-14 0.27 -3.05 -0.15 -2.96 0.15 -0.07 -1.95
Short-Only Commodity TR 04-21-14 -0.35 -8.80 -3.09 -9.69 -10.29 -0.31 -10.74
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