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 04-24-17 1.23 6.63 1.65 4.45 16.53 10.07 13.91
Style
US Core TR 04-24-17 1.23 7.63 1.58 5.76 18.91 10.99 15.08
US Growth TR 04-24-17 1.84 10.42 2.73 6.25 14.21 10.44 13.41
US Large Cap TR 04-24-17 1.03 6.88 1.32 4.92 15.99 10.41 13.82
US Large Core TR 04-24-17 1.02 8.17 1.20 6.47 19.48 11.55 15.44
US Large Growth TR 04-24-17 1.70 11.10 2.70 6.86 13.90 11.37 13.84
US Large Val TR 04-24-17 0.38 1.85 0.08 1.63 14.77 8.30 12.28
US Mid Cap TR 04-24-17 1.58 6.66 2.33 3.71 17.28 9.44 14.32
US Mid Core TR 04-24-17 1.48 7.43 2.22 4.73 16.32 9.92 14.35
US Mid Growth TR 04-24-17 2.16 9.34 2.86 5.15 14.55 8.01 12.14
US Mid Val TR 04-24-17 1.13 3.22 1.90 1.13 21.08 10.35 16.53
US Small Cap TR 04-24-17 2.28 4.05 3.14 1.96 19.99 8.22 13.42
US Small Core TR 04-24-17 2.51 3.43 3.23 2.36 21.04 8.67 13.70
US Small Growth TR 04-24-17 2.36 6.56 2.63 3.24 17.08 7.42 12.33
US Small Val TR 04-24-17 1.97 2.18 3.45 0.12 21.64 8.54 14.19
US Value TR 04-24-17 0.63 2.14 0.66 1.43 16.51 8.74 13.28
Sector
US Cyclcl Sup Sec TR 04-24-17 1.59 5.63 2.06 3.32 18.41 10.72 14.89
US Basic Materials TR 04-24-17 2.15 8.14 2.41 2.50 17.25 6.25 9.91
US Consumr Cyclcl TR 04-24-17 1.75 9.47 2.98 5.43 13.77 11.20 15.82
US Financial Services TR 04-24-17 2.02 2.84 1.13 2.26 25.06 11.75 16.63
US Real Estate TR 04-24-17 -1.13 3.80 2.78 1.98 8.90 9.41 9.59
US Dfnsve Sup Sec TR 04-24-17 0.48 8.14 0.88 7.05 8.29 10.97 15.14
US Consumr Dfnsve TR 04-24-17 0.64 7.10 1.59 5.32 10.55 11.54 13.64
US Healthcare TR 04-24-17 0.49 8.95 0.55 8.00 5.59 10.80 17.33
US Utilities TR 04-24-17 0.04 7.66 0.33 7.97 13.90 10.71 12.61
US Snstve Sup Sec TR 04-24-17 1.39 6.56 1.79 3.86 20.60 9.05 12.52
US Commun Svc Capped TR 04-24-17 0.40 3.62 1.56 1.42 16.89 12.14 16.21
US Energy Capped TR 04-24-17 -2.01 -9.33 -0.37 -8.48 2.81 -8.56 1.42
US Industrials TR 04-24-17 2.40 6.59 2.79 4.24 19.06 9.94 14.99
US Technology TR 04-24-17 2.25 13.65 2.27 8.68 29.81 16.08 15.20
Moat
Morningstar Wide Moat Focus TR 04-24-17 1.39 9.11 2.16 5.82 17.95 10.70 15.42
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 04-24-17 0.66 5.81 0.92 4.90 18.35 10.69 12.62
NASDAQ Composite PR PR 04-24-17 2.17 11.16 2.66 6.84 21.96 12.99 15.10
NYSE Composite PR --- 04-24-17 0.92 4.29 0.99 2.51 9.71 2.93 7.62
Russell 2000 TR TR 04-24-17 2.71 3.40 3.30 2.44 23.68 8.41 13.44
S&P 500 TR TR 04-24-17 1.09 6.69 1.42 4.66 15.95 10.42 14.01
S&P MidCap 400 TR 04-24-17 2.17 5.06 2.64 2.74 19.52 10.14 14.15
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 04-24-17 -0.06 1.66 0.91 1.53 1.23 2.94 2.46
US Inter Core Bd TR Bond TR 04-24-17 -0.07 1.41 0.85 1.43 1.13 3.01 2.47
US Lng Core Bd TR Bond TR 04-24-17 -0.08 3.10 1.64 2.71 1.75 4.89 4.14
US Shrt Core Bd TR Bond TR 04-24-17 0.00 0.79 0.35 0.65 1.00 1.21 1.13
Corporate
US Corp Bd TR Bond TR 04-24-17 0.00 2.36 1.12 2.05 3.41 3.62 3.99
US Inter Corp Bd TR Bond TR 04-24-17 0.06 2.34 1.07 1.94 3.15 3.44 3.89
US Lng Corp Bd TR Bond TR 04-24-17 -0.04 3.14 1.61 2.86 4.50 4.88 5.22
US Shrt Corp Bd TR Bond TR 04-24-17 0.02 1.23 0.42 0.94 2.02 1.83 2.26
Government
US Gov Bd TR Bond TR 04-24-17 -0.05 1.54 0.88 1.32 -0.14 2.23 1.51
US Inter Gov Bd TR Bond TR 04-24-17 -0.03 1.56 0.97 1.39 0.17 2.37 1.48
US Lng Gov Bd TR Bond TR 04-24-17 -0.11 3.06 1.68 2.54 -1.33 5.09 3.15
US Shrt Gov Bd TR Bond TR 04-24-17 -0.02 0.57 0.32 0.50 0.50 0.92 0.74
Other
Mortgage TR Bond TR 04-24-17 -0.12 1.13 0.75 1.32 1.04 3.13 2.57
TIPS TR TR 04-24-17 -0.17 1.66 0.45 0.89 2.52 1.68 0.74
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 04-24-17 -0.08 1.59 0.84 1.55 1.23 2.74 2.31
BBgBarc US Government TR TR 04-24-17 -0.06 1.44 0.78 1.35 -0.12 2.18 1.50
BBgBarc US MBS TR TR 04-24-17 -0.15 1.09 0.75 1.30 0.89 2.68 2.05
BofAML US HY Master II TR TR 04-24-17 0.42 3.44 1.65 2.38 14.07 4.68 6.94
USTREAS T-Bill Auction Ave 3 --- 03-31-17 --- 0.15 0.07 0.15 0.42 0.19 0.14
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-17 --- 1.04 -0.15 1.04 -3.63 3.04 1.75
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 04-24-17 0.05 2.53 1.13 1.91 0.55 3.48 3.21
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 04-24-17 1.35 10.98 1.56 6.99 -7.27 -10.36 -4.47
Euronext BEL 20 PR EUR PR 04-25-17 3.84 7.86 3.80 7.90 12.16 7.79 11.64
Euronext Paris CAC 40 NR EUR TR 04-25-17 5.89 8.90 5.34 8.55 19.24 8.47 13.13
Euronext Paris CAC 40 PR EUR PR 04-25-17 5.76 8.55 5.12 8.20 16.10 5.90 10.30
FSE DAX PR EUR PR 04-24-17 2.85 7.74 2.88 6.68 16.66 6.28 10.23
FSE DAX TR EUR TR 04-25-17 3.89 8.59 3.34 5.60 21.11 9.86 13.21
FTSE 100 PR GBP PR 04-25-17 1.79 1.86 -0.83 1.55 16.21 2.86 4.93
FTSE 100 TR GBP TR 04-25-17 1.84 3.22 -0.54 2.87 20.85 6.80 8.92
FTSE 250 PR GBP PR 04-25-17 1.47 8.33 3.17 7.99 15.42 7.22 11.56
Hang Seng Hong Kong Composite PR HKD TR 04-25-17 1.68 11.77 -0.10 6.43 15.40 2.75 3.23
Hang Seng HSI PR HKD PR 04-25-17 1.89 10.80 0.08 5.76 14.42 3.13 3.38
MSCI AC Far East Ex Japan PR USD PR 04-24-17 0.60 13.52 0.07 7.40 14.20 1.22 2.47
MSCI ACWI PR USD PR 04-24-17 1.33 7.48 1.27 4.78 11.42 3.16 7.01
MSCI EAFE NR USD TR 04-24-17 2.20 9.40 2.00 6.76 10.22 0.88 7.01
MSCI EAFE PR LCL PR 04-24-17 1.53 4.56 0.83 4.31 11.44 4.52 8.64
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 04-24-17 1.26 6.56 1.90 5.93 13.09 3.76 7.70
MSCI EM Latin America PR USD PR 04-24-17 -0.49 12.70 0.62 4.05 19.63 -6.81 -7.58
MSCI EM PR LCL PR 04-24-17 0.66 8.49 0.28 4.29 12.23 3.16 3.12
MSCI EM PR USD PR 04-24-17 0.90 12.65 0.23 6.90 14.93 -1.11 -0.80
MSCI Europe NR USD TR 04-24-17 3.28 10.61 3.28 8.29 10.24 -1.01 7.07
MSCI Europe PR LCL PR 04-24-17 1.62 6.48 2.03 6.13 13.82 4.23 8.25
MSCI Hong Kong PR USD PR 04-24-17 -1.28 13.10 -0.28 6.71 10.31 2.98 5.73
MSCI Japan NR USD TR 04-25-17 1.16 5.47 -0.58 2.58 9.06 7.02 8.00
MSCI Japan PR LCL PR 04-25-17 3.20 -0.53 -1.48 -0.69 7.05 8.11 12.81
MSCI North America NR USD TR 04-24-17 0.96 6.46 1.40 4.17 15.05 8.87 12.37
MSCI Pacific Ex Japan NR USD TR 04-24-17 -0.88 11.49 1.05 5.91 14.18 0.97 5.31
MSCI Pacific Ex Japan PR LCL PR 04-24-17 -0.58 7.14 1.38 4.99 11.53 1.54 5.38
MSCI Pacific NR USD TR 04-24-17 0.34 7.33 -0.16 4.10 10.76 4.82 7.03
MSCI Pacific PR LCL PR 04-24-17 1.37 1.32 -1.20 1.23 7.70 5.33 9.64
MSCI World ex USA NR USD TR 04-24-17 1.90 8.77 1.92 5.97 10.11 0.66 6.49
MSCI World Ex USA PR LCL PR 04-24-17 1.43 4.38 0.92 3.94 11.64 4.34 8.33
Nikkei 225 Average PR JPY PR 04-25-17 3.59 -0.18 -0.95 0.11 9.40 9.76 14.82
S&P BSE SENSEX India INR PR 04-25-17 2.13 12.46 1.77 8.07 16.61 9.69 11.79
S&P/ASX All Ordinaries PR PR 04-24-17 -0.42 3.17 1.81 3.41 11.35 2.28 5.88
S&P/TSX Composite PR PR 04-24-17 0.18 2.78 1.75 0.65 13.25 2.59 5.57
SIX SMI PR CHF PR 04-25-17 2.88 6.76 1.88 4.62 8.61 1.57 7.37
SIX SMI TR CHF PR 04-25-17 3.18 9.61 3.28 7.42 12.68 4.96 10.83
SSE Composite PR CNY PR 04-25-17 -1.94 1.00 -4.13 -0.48 6.38 15.46 5.43
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 04-24-17 1.29 7.24 1.67 4.72 15.32 6.07 10.20
Con Tgt Risk TR USD TR 04-24-17 0.22 2.78 0.95 2.10 4.22 2.49 3.22
Mod Agg Tgt Risk TR USD TR 04-24-17 1.05 6.34 1.53 4.22 13.21 5.43 8.87
Mod Con Tgt Risk TR USD TR 04-24-17 0.49 3.95 1.12 2.80 7.30 3.78 5.36
Mod Tgt Risk TR USD TR 04-24-17 0.75 5.10 1.32 3.47 10.22 4.65 7.17
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 04-24-17 0.41 3.68 1.10 2.42 7.49 3.81 5.82
Lifetime Agg 2005 TR USD TR 04-24-17 0.46 3.94 1.17 2.60 7.94 4.05 6.30
Lifetime Agg 2010 TR USD TR 04-24-17 0.53 4.29 1.27 2.84 8.62 4.35 6.90
Lifetime Agg 2015 TR USD TR 04-24-17 0.62 4.71 1.37 3.12 9.51 4.69 7.63
Lifetime Agg 2020 TR USD TR 04-24-17 0.74 5.21 1.47 3.44 10.69 5.08 8.49
Lifetime Agg 2025 TR USD TR 04-24-17 0.89 5.78 1.56 3.78 12.10 5.46 9.34
Lifetime Agg 2030 TR USD TR 04-24-17 1.02 6.29 1.64 4.07 13.45 5.74 9.93
Lifetime Agg 2035 TR USD TR 04-24-17 1.11 6.62 1.68 4.26 14.34 5.85 10.16
Lifetime Agg 2040 TR USD TR 04-24-17 1.15 6.78 1.69 4.34 14.70 5.81 10.12
Lifetime Agg 2045 TR USD TR 04-24-17 1.16 6.84 1.70 4.38 14.75 5.69 10.00
Lifetime Agg 2050 TR USD TR 04-24-17 1.16 6.89 1.70 4.40 14.75 5.57 9.86
Lifetime Agg 2055 TR USD TR 04-24-17 1.16 6.94 1.70 4.43 14.74 5.44 9.72
Lifetime Agg Incm TR USD TR 04-24-17 0.41 3.68 1.10 2.42 7.50 3.79 5.72
Lifetime Con 2000 TR USD TR 04-24-17 0.14 2.46 0.84 1.67 4.32 2.36 3.10
Lifetime Con 2005 TR USD TR 04-24-17 0.16 2.62 0.91 1.80 4.48 2.56 3.43
Lifetime Con 2010 TR USD TR 04-24-17 0.19 2.88 1.01 2.00 4.83 2.82 3.89
Lifetime Con 2015 TR USD TR 04-24-17 0.25 3.21 1.11 2.24 5.37 3.13 4.44
Lifetime Con 2020 TR USD TR 04-24-17 0.33 3.58 1.22 2.49 6.06 3.45 5.06
Lifetime Con 2025 TR USD TR 04-24-17 0.42 3.99 1.32 2.77 6.92 3.81 5.80
Lifetime Con 2030 TR USD TR 04-24-17 0.54 4.52 1.42 3.10 8.12 4.23 6.74
Lifetime Con 2035 TR USD TR 04-24-17 0.70 5.14 1.52 3.48 9.70 4.68 7.72
Lifetime Con 2040 TR USD TR 04-24-17 0.86 5.75 1.60 3.84 11.33 5.05 8.49
Lifetime Con 2045 TR USD TR 04-24-17 0.97 6.18 1.65 4.07 12.46 5.23 8.84
Lifetime Con 2050 TR USD TR 04-24-17 1.03 6.42 1.67 4.20 13.06 5.25 8.92
Lifetime Con 2055 TR USD TR 04-24-17 1.05 6.54 1.68 4.27 13.28 5.19 8.87
Lifetime Con Incm TR USD TR 04-24-17 0.14 2.46 0.84 1.67 4.32 2.35 3.03
Lifetime Mod 2000 TR USD TR 04-24-17 0.24 3.03 0.97 2.00 5.80 3.06 4.49
Lifetime Mod 2005 TR USD TR 04-24-17 0.28 3.23 1.05 2.15 6.10 3.28 4.88
Lifetime Mod 2010 TR USD TR 04-24-17 0.33 3.52 1.14 2.37 6.59 3.54 5.39
Lifetime Mod 2015 TR USD TR 04-24-17 0.40 3.88 1.24 2.61 7.26 3.86 6.00
Lifetime Mod 2020 TR USD TR 04-24-17 0.49 4.31 1.34 2.89 8.16 4.21 6.78
Lifetime Mod 2025 TR USD TR 04-24-17 0.63 4.85 1.44 3.23 9.43 4.64 7.73
Lifetime Mod 2030 TR USD TR 04-24-17 0.79 5.47 1.54 3.61 11.02 5.08 8.67
Lifetime Mod 2035 TR USD TR 04-24-17 0.94 6.04 1.62 3.94 12.53 5.40 9.34
Lifetime Mod 2040 TR USD TR 04-24-17 1.04 6.42 1.66 4.15 13.55 5.54 9.63
Lifetime Mod 2045 TR USD TR 04-24-17 1.08 6.60 1.68 4.25 13.99 5.53 9.63
Lifetime Mod 2050 TR USD TR 04-24-17 1.09 6.69 1.69 4.30 14.10 5.43 9.54
Lifetime Mod 2055 TR USD TR 04-24-17 1.10 6.76 1.69 4.33 14.14 5.32 9.42
Lifetime Mod Incm TR USD TR 04-24-17 0.24 3.03 0.97 2.00 5.81 3.05 4.41
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 04-24-17 -0.92 -7.02 -0.02 -6.24 -9.81 -6.84 -5.67
Lng/Shrt Cmdty TR TR 04-24-17 -0.23 -7.60 0.84 -5.35 -11.07 -5.90 -5.78
Lng-Only Cmdty TR TR 04-24-17 -3.55 -6.09 -0.28 -6.72 0.49 -18.47 -10.32
Shrt/Flt Cmdty TR TR 04-24-17 2.90 -0.83 0.34 0.71 -1.35 0.94 -0.24
Shrt-Only Cmdty TR TR 04-24-17 4.02 6.60 0.35 7.32 -4.22 16.79 6.46
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