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 02-16-18 4.42 2.28 -1.38 6.00 18.10 11.16 14.54
Style
US Core TR 02-16-18 4.21 0.83 -2.40 4.46 15.90 10.86 14.62
US Growth TR 02-16-18 4.90 5.70 0.85 8.13 28.10 12.41 16.25
US Large Cap TR 02-16-18 4.42 2.78 -1.24 6.36 19.87 11.83 14.96
US Large Core TR 02-16-18 4.35 1.12 -2.48 4.47 17.37 11.72 15.26
US Large Growth TR 02-16-18 4.71 6.58 1.16 8.98 30.61 13.41 17.30
US Large Val TR 02-16-18 4.18 0.58 -2.49 5.65 12.05 10.30 12.30
US Mid Cap TR 02-16-18 4.46 1.40 -1.46 5.43 14.82 9.65 13.85
US Mid Core TR 02-16-18 3.94 0.30 -1.89 4.48 13.70 8.76 13.38
US Mid Growth TR 02-16-18 5.31 3.62 -0.05 6.17 22.01 9.52 13.40
US Mid Val TR 02-16-18 4.08 0.23 -2.46 5.72 8.80 10.60 14.72
US Small Cap TR 02-16-18 4.31 -0.34 -2.61 3.84 9.89 8.63 12.04
US Small Core TR 02-16-18 3.48 -0.63 -3.00 4.40 8.78 8.79 12.17
US Small Growth TR 02-16-18 5.75 2.51 0.11 4.84 19.78 10.13 13.18
US Small Val TR 02-16-18 3.74 -2.81 -4.89 2.39 1.56 6.85 10.67
US Value TR 02-16-18 4.13 0.27 -2.65 5.46 10.68 10.14 12.70
Sector
US Cyclcl Sup Sec TR 02-16-18 4.26 3.26 -0.49 8.66 19.40 12.56 15.17
US Basic Materials TR 02-16-18 4.16 -0.18 -3.34 4.58 15.22 8.80 10.14
US Consumr Cyclcl TR 02-16-18 4.14 5.86 0.57 12.28 24.88 12.71 16.26
US Financial Services TR 02-16-18 4.78 4.46 -0.08 10.77 21.77 16.08 17.59
US Real Estate TR 02-16-18 2.04 -7.97 -3.62 -8.46 -3.69 0.99 5.98
US Dfnsve Sup Sec TR 02-16-18 3.82 0.82 -1.54 2.74 12.91 7.79 14.07
US Consumr Dfnsve TR 02-16-18 3.37 -1.94 -2.04 2.82 6.64 7.23 11.73
US Healthcare TR 02-16-18 4.26 3.72 -1.54 5.72 18.73 8.14 16.82
US Utilities TR 02-16-18 2.93 -5.00 -0.22 -9.77 4.89 7.50 10.42
US Snstve Sup Sec TR 02-16-18 4.91 2.30 -2.03 5.69 20.13 12.10 14.34
US Commun Svc Capped TR 02-16-18 4.25 -1.35 -0.30 4.99 -0.22 7.45 11.03
US Energy Capped TR 02-16-18 2.52 -5.86 -11.01 2.20 -3.43 -4.06 -0.57
US Industrials TR 02-16-18 4.65 1.64 -2.88 8.51 18.29 12.24 15.42
US Technology TR 02-16-18 5.95 5.53 0.73 4.98 32.29 18.38 20.47
Moat
Morningstar Wide Moat Focus TR 02-16-18 3.72 2.40 -2.21 8.08 17.91 14.10 15.26
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 02-16-18 4.36 2.37 -1.94 8.14 25.20 14.70 15.32
NASDAQ Composite PR PR 02-16-18 5.31 4.87 0.22 6.57 24.50 13.94 17.80
NYSE Composite PR --- 02-19-18 2.50 0.51 -3.81 4.65 11.84 5.26 7.41
Russell 2000 TR TR 02-16-18 4.49 0.63 -1.79 4.14 11.78 9.59 12.36
S&P 500 TR TR 02-16-18 4.37 2.46 -1.40 6.17 18.72 11.53 14.82
S&P MidCap 400 TR 02-16-18 4.47 0.19 -2.48 3.93 11.43 9.91 12.98
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 02-16-18 -0.08 -2.14 -1.70 -1.72 1.07 1.38 1.92
US Inter Core Bd TR Bond TR 02-16-18 -0.23 -1.85 -1.45 -1.79 0.46 1.35 1.91
US Lng Core Bd TR Bond TR 02-16-18 0.35 -4.34 -3.55 -2.79 3.08 1.92 3.22
US Shrt Core Bd TR Bond TR 02-16-18 -0.23 -0.56 -0.37 -0.60 0.28 0.82 0.87
Corporate
US Corp Bd TR Bond TR 02-16-18 0.01 -2.34 -2.03 -1.26 3.19 2.63 3.07
US Inter Corp Bd TR Bond TR 02-16-18 -0.38 -1.64 -1.29 -1.36 1.98 2.47 2.72
US Lng Corp Bd TR Bond TR 02-16-18 0.39 -3.80 -3.38 -1.71 5.18 3.38 4.16
US Shrt Corp Bd TR Bond TR 02-16-18 -0.28 -0.58 -0.46 -0.50 1.17 1.63 1.69
Government
US Gov Bd TR Bond TR 02-16-18 -0.09 -2.16 -1.54 -2.01 -0.04 0.43 1.00
US Inter Gov Bd TR Bond TR 02-16-18 -0.32 -1.82 -1.21 -2.06 -0.58 0.56 0.84
US Lng Gov Bd TR Bond TR 02-16-18 0.31 -5.01 -3.77 -4.10 0.57 0.20 2.32
US Shrt Gov Bd TR Bond TR 02-16-18 -0.20 -0.55 -0.33 -0.65 -0.15 0.44 0.53
Other
Mortgage TR Bond TR 02-16-18 -0.17 -1.92 -1.58 -1.79 0.51 1.40 2.13
US TIPS TR TR 02-16-18 0.17 -2.01 -1.57 -1.28 0.29 1.17 0.04
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 02-16-18 -0.21 -2.12 -1.69 -1.76 1.04 1.23 1.80
BBgBarc US Government TR TR 02-16-18 -0.27 -2.13 -1.54 -2.06 -0.11 0.42 0.99
BBgBarc US MBS TR TR 02-16-18 -0.14 -1.89 -1.52 -1.72 0.47 1.05 1.73
ICE BofAML US High Yield TR TR 02-19-18 0.56 -0.37 -0.98 0.43 4.89 5.49 5.42
USTREAS T-Bill Auction Ave 3 --- 01-31-18 --- 0.12 0.12 0.34 1.05 0.49 0.31
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-18 --- -2.56 -2.56 -2.34 -0.06 -1.05 0.91
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 02-16-18 -0.12 -1.51 -1.16 -1.24 3.24 2.23 2.61
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 02-19-18 3.25 6.18 1.40 13.07 25.13 -0.64 -0.93
Euronext BEL 20 PR EUR PR 02-20-18 1.39 -0.99 -5.30 -0.60 8.83 2.81 9.01
Euronext Paris CAC 40 NR EUR TR 02-20-18 3.54 -0.40 -4.27 -0.77 11.15 5.52 9.91
Euronext Paris CAC 40 PR EUR PR 02-20-18 3.54 -0.43 -4.28 -0.95 8.73 3.07 7.35
FSE DAX PR EUR PR 02-19-18 0.83 -4.40 -8.07 -4.96 2.63 1.23 6.75
FSE DAX TR EUR TR 02-20-18 2.39 -3.33 -7.05 -4.37 5.58 4.16 10.07
FTSE 100 PR GBP PR 02-20-18 1.10 -5.74 -6.26 -1.93 -0.73 1.57 2.53
FTSE 100 TR GBP TR 02-20-18 1.44 -5.37 -5.94 -1.34 3.20 5.57 6.43
FTSE 250 PR GBP PR 02-20-18 2.50 -4.46 -4.12 -0.34 5.64 4.97 7.58
Hang Seng Hong Kong Composite PR HKD TR 02-20-18 3.99 3.74 -3.82 6.05 30.19 8.26 5.87
Hang Seng HSI PR HKD PR 02-20-18 4.01 3.73 -3.78 6.07 28.53 7.72 5.89
MSCI AC Far East Ex Japan PR USD PR 02-19-18 4.38 2.70 -3.39 3.32 30.54 8.15 5.54
MSCI ACWI PR USD PR 02-19-18 3.04 1.80 -3.16 5.13 17.58 6.73 7.84
MSCI EAFE NR USD TR 02-19-18 3.06 1.13 -3.66 4.54 21.17 6.39 7.05
MSCI EAFE PR LCL PR 02-19-18 1.70 -2.60 -5.49 -0.90 6.85 2.30 6.38
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 02-19-18 1.47 -2.84 -5.30 -1.42 4.75 1.58 4.85
MSCI EM Latin America PR USD PR 02-19-18 5.06 10.00 1.23 12.07 18.52 5.64 -4.36
MSCI EM PR LCL PR 02-19-18 3.29 2.40 -2.86 2.70 23.12 7.36 5.79
MSCI EM PR USD PR 02-19-18 4.13 3.68 -2.56 5.68 27.90 6.83 2.45
MSCI Europe NR USD TR 02-19-18 2.45 0.32 -4.34 3.82 21.90 5.10 6.39
MSCI Europe PR LCL PR 02-19-18 1.23 -3.20 -5.92 -1.95 4.26 1.64 5.17
MSCI Hong Kong PR USD PR 02-19-18 3.67 -0.98 -4.29 1.71 19.81 5.93 5.68
MSCI Japan NR USD TR 02-20-18 2.81 2.38 -3.83 5.37 21.36 9.82 10.65
MSCI Japan PR LCL PR 02-20-18 2.44 -2.66 -6.90 0.28 12.86 4.23 11.65
MSCI North America NR USD TR 02-19-18 2.89 2.06 -2.79 5.88 17.00 10.18 13.05
MSCI Pacific Ex Japan NR USD TR 02-19-18 3.61 -0.03 -2.46 4.53 15.26 6.18 3.87
MSCI Pacific Ex Japan PR LCL PR 02-19-18 2.67 -1.09 -2.08 0.94 8.14 1.68 3.47
MSCI Pacific NR USD TR 02-19-18 4.13 2.54 -2.47 5.69 20.35 9.04 8.38
MSCI Pacific PR LCL PR 02-19-18 2.51 -1.60 -4.81 0.79 12.00 3.59 8.66
MSCI World ex USA NR USD TR 02-19-18 2.95 0.61 -3.91 4.05 19.56 6.07 6.58
MSCI World Ex USA PR LCL PR 02-19-18 1.68 -2.78 -5.52 -1.12 6.03 2.14 6.15
Nikkei 225 Average PR JPY PR 02-20-18 3.20 -3.69 -7.91 -1.51 13.89 6.15 13.84
S&P BSE SENSEX India INR PR 02-20-18 -1.74 -1.04 -5.09 1.03 17.59 4.86 11.40
S&P/ASX All Ordinaries PR PR 02-20-18 1.49 -1.97 -1.20 0.29 3.51 1.13 3.40
S&P/TSX Composite PR PR 02-16-18 2.78 -4.67 -5.19 -3.03 -2.59 0.41 4.02
SIX SMI PR CHF PR 02-20-18 2.61 -4.27 -5.56 -3.42 5.48 0.33 3.33
SIX SMI TR CHF PR 02-20-18 2.61 -4.27 -5.56 -3.42 8.96 3.67 6.67
SSE Composite PR CNY PR 02-14-18 -3.33 -3.27 -6.70 -6.72 -0.58 -0.05 5.63
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 02-19-18 2.97 1.51 -2.91 5.10 17.71 9.30 10.53
Con Tgt Risk TR USD TR 02-19-18 0.64 -0.79 -1.29 0.16 4.62 3.08 3.07
Mod Agg Tgt Risk TR USD TR 02-19-18 2.50 0.98 -2.64 4.04 14.97 8.09 9.09
Mod Con Tgt Risk TR USD TR 02-19-18 1.24 -0.29 -1.82 1.36 7.88 4.89 5.28
Mod Tgt Risk TR USD TR 02-19-18 1.87 0.30 -2.24 2.63 11.18 6.45 7.19
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 02-19-18 1.48 0.22 -1.64 2.03 8.29 4.93 5.69
Lifetime Agg 2005 TR USD TR 02-19-18 1.56 0.16 -1.77 2.09 8.83 5.19 6.13
Lifetime Agg 2010 TR USD TR 02-19-18 1.70 0.11 -1.97 2.24 9.69 5.59 6.72
Lifetime Agg 2015 TR USD TR 02-19-18 1.89 0.15 -2.17 2.53 10.77 6.10 7.45
Lifetime Agg 2020 TR USD TR 02-19-18 2.13 0.32 -2.38 2.97 12.16 6.74 8.32
Lifetime Agg 2025 TR USD TR 02-19-18 2.42 0.60 -2.59 3.57 13.79 7.49 9.23
Lifetime Agg 2030 TR USD TR 02-19-18 2.70 0.92 -2.77 4.18 15.37 8.19 9.94
Lifetime Agg 2035 TR USD TR 02-19-18 2.89 1.15 -2.89 4.61 16.47 8.65 10.30
Lifetime Agg 2040 TR USD TR 02-19-18 2.98 1.24 -2.95 4.78 16.98 8.83 10.34
Lifetime Agg 2045 TR USD TR 02-19-18 3.01 1.24 -2.97 4.79 17.12 8.82 10.24
Lifetime Agg 2050 TR USD TR 02-19-18 3.01 1.23 -2.98 4.77 17.19 8.79 10.12
Lifetime Agg 2055 TR USD TR 02-19-18 3.02 1.20 -2.99 4.74 17.25 8.74 9.98
Lifetime Agg Incm TR USD TR 02-19-18 1.48 0.22 -1.64 2.03 8.29 4.95 5.62
Lifetime Con 2000 TR USD TR 02-19-18 0.75 -0.33 -1.02 0.61 4.56 3.00 2.91
Lifetime Con 2005 TR USD TR 02-19-18 0.78 -0.50 -1.14 0.53 4.83 3.14 3.20
Lifetime Con 2010 TR USD TR 02-19-18 0.87 -0.70 -1.35 0.50 5.36 3.39 3.62
Lifetime Con 2015 TR USD TR 02-19-18 0.99 -0.80 -1.55 0.59 6.11 3.75 4.16
Lifetime Con 2020 TR USD TR 02-19-18 1.15 -0.82 -1.74 0.79 7.02 4.18 4.78
Lifetime Con 2025 TR USD TR 02-19-18 1.33 -0.74 -1.92 1.09 8.09 4.69 5.51
Lifetime Con 2030 TR USD TR 02-19-18 1.58 -0.51 -2.10 1.58 9.50 5.37 6.45
Lifetime Con 2035 TR USD TR 02-19-18 1.90 -0.13 -2.30 2.29 11.31 6.22 7.49
Lifetime Con 2040 TR USD TR 02-19-18 2.24 0.28 -2.51 3.06 13.18 7.07 8.39
Lifetime Con 2045 TR USD TR 02-19-18 2.50 0.60 -2.67 3.64 14.61 7.69 8.91
Lifetime Con 2050 TR USD TR 02-19-18 2.62 0.74 -2.75 3.90 15.31 7.96 9.08
Lifetime Con 2055 TR USD TR 02-19-18 2.68 0.78 -2.80 4.01 15.67 8.07 9.08
Lifetime Con Incm TR USD TR 02-19-18 0.75 -0.33 -1.02 0.61 4.56 3.02 2.87
Lifetime Mod 2000 TR USD TR 02-19-18 1.13 -0.08 -1.35 1.29 6.35 3.92 4.31
Lifetime Mod 2005 TR USD TR 02-19-18 1.18 -0.20 -1.47 1.28 6.74 4.11 4.66
Lifetime Mod 2010 TR USD TR 02-19-18 1.29 -0.33 -1.67 1.33 7.40 4.42 5.14
Lifetime Mod 2015 TR USD TR 02-19-18 1.44 -0.37 -1.87 1.50 8.27 4.83 5.75
Lifetime Mod 2020 TR USD TR 02-19-18 1.63 -0.30 -2.06 1.80 9.37 5.35 6.50
Lifetime Mod 2025 TR USD TR 02-19-18 1.89 -0.09 -2.27 2.30 10.84 6.05 7.46
Lifetime Mod 2030 TR USD TR 02-19-18 2.21 0.26 -2.48 3.00 12.66 6.89 8.48
Lifetime Mod 2035 TR USD TR 02-19-18 2.52 0.64 -2.67 3.70 14.42 7.69 9.29
Lifetime Mod 2040 TR USD TR 02-19-18 2.75 0.91 -2.81 4.20 15.68 8.22 9.72
Lifetime Mod 2045 TR USD TR 02-19-18 2.86 1.03 -2.88 4.42 16.29 8.44 9.81
Lifetime Mod 2050 TR USD TR 02-19-18 2.89 1.04 -2.90 4.45 16.49 8.47 9.75
Lifetime Mod 2055 TR USD TR 02-19-18 2.90 1.03 -2.92 4.45 16.61 8.46 9.65
Lifetime Mod Incm TR USD TR 02-19-18 1.13 -0.08 -1.35 1.29 6.35 3.93 4.25
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 02-19-18 2.21 -0.46 -1.70 1.88 1.81 -1.99 -3.49
Lng/Shrt Cmdty TR TR 02-19-18 2.13 -0.99 -2.51 1.59 2.14 -2.88 -2.63
Lng-Only Cmdty TR TR 02-19-18 2.34 -0.47 -1.53 1.79 2.40 -5.28 -9.68
Shrt/Flt Cmdty TR TR 02-19-18 -0.14 0.06 -0.18 0.73 -0.58 -1.11 0.74
Shrt-Only Cmdty TR TR 02-19-18 -2.12 0.35 1.43 -1.04 -1.86 1.90 7.30
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