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 12-19-14 3.43 13.26 1.27 3.30 15.91 22.34 16.07
Style
Large Cap TR 12-19-14 3.35 14.19 1.19 3.42 16.65 22.13 15.49
Large Core TR 12-19-14 2.75 17.74 1.95 6.33 19.86 24.70 17.01
Large Growth TR 12-19-14 3.18 15.28 1.12 3.78 18.15 23.11 16.08
Large Value TR 12-19-14 4.18 9.60 0.47 0.13 11.94 18.84 13.42
Mid Cap TR 12-19-14 3.74 12.30 1.24 2.80 15.34 23.34 17.72
Mid Core TR 12-19-14 3.45 15.95 1.96 4.29 18.71 24.07 19.01
Mid Growth TR 12-19-14 3.98 10.23 0.64 2.85 13.40 21.04 16.93
Mid Value TR 12-19-14 3.81 10.94 1.10 1.17 14.09 24.98 17.19
Small Cap TR 12-19-14 3.38 6.21 2.29 3.42 9.56 21.43 16.85
Small Core TR 12-19-14 3.31 7.59 1.99 2.89 10.91 21.70 16.25
Small Growth TR 12-19-14 3.61 2.01 2.89 3.61 5.36 19.87 17.23
Small Value TR 12-19-14 3.24 8.96 2.01 3.76 12.32 22.66 17.04
US Core TR 12-19-14 2.92 16.65 1.96 5.68 18.99 24.35 17.42
US Growth TR 12-19-14 3.36 13.37 1.14 3.59 16.35 22.47 16.40
US Value TR 12-19-14 4.04 9.83 0.70 0.58 12.42 20.35 14.44
Sector
Cyclical TR 12-19-14 2.58 10.55 2.15 4.10 13.01 25.31 15.86
— Basic Materials TR 12-19-14 4.74 4.85 -2.06 -5.02 8.09 15.64 10.14
— Consumer Cyclical TR 12-19-14 1.75 6.79 2.03 4.23 9.45 25.62 21.16
— Financial Services TR 12-19-14 3.01 11.39 2.85 4.73 13.60 29.54 14.16
— Real Estate TR 12-19-14 1.58 28.76 3.79 10.82 30.31 17.59 16.65
Defensive TR 12-19-14 2.74 24.42 2.90 8.82 26.37 24.65 17.73
— Consumer Defensive TR 12-19-14 2.19 16.90 1.21 7.37 18.52 19.40 16.65
— Healthcare TR 12-19-14 3.09 29.46 3.99 9.56 31.76 31.84 21.14
— Utilities TR 12-19-14 2.78 26.00 3.17 9.88 27.67 15.63 13.23
Sensitive TR 12-19-14 4.58 9.26 -0.44 -1.17 12.41 19.10 14.31
— Communication Services TR 12-19-14 3.34 4.93 -2.14 -3.57 8.12 22.63 17.13
— Energy TR 12-19-14 9.91 -7.20 -6.15 -15.41 -4.96 9.45 10.09
— Industrials TR 12-19-14 3.75 8.97 0.46 3.73 12.08 23.11 17.15
— Technology TR 12-19-14 3.15 19.76 2.08 3.64 23.61 21.45 15.17
Moat
Morningstar Wide Moat Focus TR 12-19-14 3.02 10.72 -0.67 -0.02 13.94 23.47 15.99
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 12-19-14 3.04 9.93 0.91 3.66 12.63 17.73 14.42
NASDAQ Composite PR PR 12-19-14 2.40 14.10 1.92 4.05 17.43 23.61 16.59
NYSE Composite PR --- 12-19-14 3.71 4.71 -0.34 -0.90 7.28 15.10 8.97
Russell 2000 TR TR 12-19-14 3.80 4.05 3.43 4.63 7.65 20.72 15.93
S&P 500 TR TR 12-19-14 3.44 14.28 1.25 3.52 16.79 22.37 15.85
S&P MidCap 400 TR 12-19-14 3.40 9.51 1.48 2.54 12.77 21.71 16.88
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 12-19-14 -0.28 5.89 0.78 1.98 5.71 2.74 4.26
Intermediate Core Bond TR 12-19-14 -0.27 5.42 0.43 1.81 5.30 2.88 4.11
Long-Term Core Bond TR 12-19-14 -0.34 14.63 2.70 4.77 14.12 4.78 8.11
Short-Term Core Bond TR 12-19-14 -0.24 0.97 -0.16 0.25 0.89 1.11 1.67
Corporate
Corp Bond TR 12-19-14 -0.31 6.87 0.80 1.22 6.73 5.22 6.06
Intermediate Corp Bond TR 12-19-14 -0.48 4.27 -0.02 0.47 4.04 5.35 5.69
Long-Term Corp Bond TR 12-19-14 -0.25 12.23 1.97 2.48 12.10 6.72 8.36
Short-Term Corp Bond TR 12-19-14 -0.27 1.44 -0.24 0.00 1.37 3.03 3.07
Government
Intermediate US Govt Bond TR 12-19-14 -0.56 3.73 0.26 1.72 3.26 1.11 3.61
Long-Term US Govt Bond TR 12-19-14 -0.44 17.81 3.60 7.20 16.83 3.02 7.73
Short-Term US Govt Bond TR 12-19-14 -0.23 0.80 -0.15 0.31 0.72 0.54 1.24
US Govt Bond TR 12-19-14 -0.37 4.92 0.78 2.17 4.58 1.25 3.52
Other
Mortgage Bond TR 12-19-14 -0.12 6.24 0.57 2.09 6.28 2.98 3.97
TIPS TR 12-19-14 -0.41 3.96 -0.14 0.24 3.71 0.35 4.06
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 12-19-14 -0.27 5.77 0.72 1.88 5.65 2.59 4.21
Barclays US Government TR TR 12-19-14 -0.36 4.77 0.74 2.11 4.51 1.26 3.43
Barclays US MBS TR TR 12-19-14 -0.15 5.94 0.51 2.00 6.01 2.41 3.51
BofAML US HY Master II TR TR 12-19-14 1.06 1.91 -1.75 -2.85 2.23 8.51 8.91
USTREAS T-Bill Auction Ave 3 --- 11-30-14 --- 0.03 0.00 0.00 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 11-30-14 --- 10.26 1.70 2.11 7.79 1.83 4.29
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 12-19-14 -0.25 8.78 0.67 1.53 8.78 4.38 5.05
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 12-19-14 -0.06 -12.85 -9.42 -14.93 -12.07 1.99 6.57
Euronext BEL 20 PR EUR PR 12-19-14 3.19 12.14 2.11 1.81 15.47 17.91 5.97
Euronext Paris CAC 40 NR EUR TR 12-19-14 3.37 0.99 -0.38 -4.54 3.86 15.53 5.15
Euronext Paris CAC 40 PR EUR PR 12-19-14 3.23 -1.26 -0.58 -4.92 1.55 12.56 2.25
FSE DAX PR EUR PR 12-19-14 2.00 -0.33 3.32 -0.13 1.98 16.11 7.38
FSE DAX TR EUR TR 12-19-14 2.00 2.46 3.32 -0.13 4.83 19.95 10.91
FTSE 100 PR GBP PR 12-19-14 3.88 -3.02 -2.26 -4.28 -0.60 6.85 4.72
FTSE 100 TR GBP TR 12-19-14 3.89 0.40 -2.11 -3.69 2.92 10.82 8.50
FTSE 250 PR GBP PR 12-19-14 3.33 -0.29 1.84 0.19 1.92 17.68 12.04
Hang Seng Hong Kong Composite PR HKD TR 12-19-14 -0.90 -2.26 -0.93 -4.19 -0.56 8.48 1.61
Hang Seng HSI PR HKD PR 12-19-14 -0.57 -0.81 -1.10 -4.89 1.00 8.56 1.77
MSCI AC Far East Ex Japan PR USD PR 12-19-14 -0.45 -1.10 -1.41 -5.65 0.44 7.28 3.80
MSCI ACWI PR USD PR 12-19-14 2.31 2.36 -0.88 -2.34 4.90 13.25 7.41
MSCI EAFE NR USD TR 12-19-14 0.85 -4.55 -2.07 -5.86 -1.41 12.60 6.03
MSCI EAFE PR LCL PR 12-19-14 1.95 2.87 -0.25 -0.63 5.59 14.19 5.23
MSCI EASEA PR LCL PR 12-19-14 2.31 1.60 -0.50 -2.41 4.19 11.48 4.43
MSCI EM Latin America PR USD PR 12-19-14 3.82 -15.32 -9.42 -20.42 -15.04 -8.27 -7.32
MSCI EM PR LCL PR 12-19-14 0.75 1.10 -2.27 -5.11 2.36 6.02 2.63
MSCI EM PR USD PR 12-19-14 0.66 -5.79 -4.58 -10.37 -4.65 2.05 -0.12
MSCI Europe NR USD TR 12-19-14 1.37 -5.53 -1.96 -6.73 -2.11 13.71 6.19
MSCI Europe PR LCL PR 12-19-14 2.67 1.67 -0.29 -2.53 4.25 11.89 4.76
MSCI Hong Kong PR USD PR 12-19-14 -2.12 0.47 -4.45 -4.32 2.61 11.64 6.35
MSCI Japan NR USD TR 12-19-14 -0.08 -3.43 -0.71 -2.31 -1.32 11.07 5.49
MSCI Japan PR LCL PR 12-19-14 0.67 7.95 0.74 6.37 11.15 25.60 9.28
MSCI North America NR USD TR 12-19-14 3.55 12.35 0.72 2.25 14.87 20.41 14.33
MSCI Pacific Ex Japan NR USD TR 12-19-14 -0.20 -2.22 -5.03 -7.50 1.20 9.82 6.66
MSCI Pacific Ex Japan PR LCL PR 12-19-14 0.55 0.09 -1.72 -2.26 2.78 9.81 3.22
MSCI Pacific NR USD TR 12-19-14 -0.12 -2.95 -2.32 -4.24 -0.38 10.63 5.93
MSCI Pacific PR LCL PR 12-19-14 0.63 4.77 -0.18 3.03 7.77 19.01 6.63
MSCI World ex USA NR USD TR 12-19-14 1.23 -4.14 -2.38 -6.27 -1.06 12.01 5.90
MSCI World Ex USA PR LCL PR 12-19-14 2.28 3.21 -0.55 -1.08 5.84 13.57 5.13
Nikkei 225 Average PR JPY PR 12-19-14 1.44 8.16 1.92 7.97 11.11 28.54 11.68
S&P BSE SENSEX India INR PR 12-19-14 0.08 29.29 -2.36 1.04 32.18 21.19 10.36
S&P/ASX All Ordinaries PR PR 12-19-14 2.23 -0.75 -0.74 -2.29 2.13 8.90 2.60
S&P/TSX Composite PR PR 12-19-14 5.37 6.22 -3.42 -5.22 8.03 7.83 4.77
Shanghai SE Composite PR CNY PR 12-19-14 5.80 46.91 26.83 33.45 46.09 11.91 -0.03
SIX SMI CHF PR 12-19-14 0.91 9.43 -0.08 1.54 11.81 15.88 6.79
SIX SMI TR CHF PR 12-19-14 0.91 12.85 -0.08 1.56 15.31 19.66 10.23
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 12-19-14 2.34 5.39 -0.40 -1.07 7.83 16.60 11.79
Conservative Target Risk TR 12-19-14 0.20 3.45 0.08 0.16 3.81 4.87 4.97
Moderate Target Risk TR 12-19-14 1.37 5.02 -0.07 -0.26 6.47 11.32 8.91
Moderately Aggr Target Risk TR 12-19-14 1.92 5.13 -0.29 -0.76 7.15 14.32 10.54
Moderately Cons Target Risk TR 12-19-14 0.82 4.37 0.06 0.06 5.30 8.21 7.04
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 12-19-14 1.08 5.16 -0.07 0.24 6.26 9.58 8.33
Lifetime Aggressive 2005 TR 12-19-14 1.18 5.56 -0.01 0.28 6.77 10.48 8.91
Lifetime Aggressive 2010 TR 12-19-14 1.33 5.92 0.04 0.28 7.29 11.57 9.57
Lifetime Aggressive 2015 TR 12-19-14 1.53 6.21 0.05 0.22 7.80 12.90 10.31
Lifetime Aggressive 2020 TR 12-19-14 1.79 6.39 0.02 0.07 8.25 14.41 11.07
Lifetime Aggressive 2025 TR 12-19-14 2.07 6.39 -0.06 -0.17 8.53 15.80 11.72
Lifetime Aggressive 2030 TR 12-19-14 2.29 6.20 -0.17 -0.45 8.55 16.68 12.08
Lifetime Aggressive 2035 TR 12-19-14 2.39 5.91 -0.27 -0.70 8.36 16.94 12.13
Lifetime Aggressive 2040 TR 12-19-14 2.39 5.61 -0.35 -0.91 8.09 16.84 12.01
Lifetime Aggressive 2045 TR 12-19-14 2.36 5.33 -0.42 -1.09 7.80 16.65 11.85
Lifetime Aggressive 2050 TR 12-19-14 2.31 5.05 -0.49 -1.27 7.51 16.43 11.68
Lifetime Aggressive 2055 TR 12-19-14 2.27 4.76 -0.56 -1.45 7.21 16.21 11.49
Lifetime Aggressive Income TR 12-19-14 1.07 5.03 -0.09 0.23 6.09 9.26 8.07
Lifetime Conservative 2000 TR 12-19-14 0.24 3.69 -0.18 0.14 4.05 4.83 5.54
Lifetime Conservative 2005 TR 12-19-14 0.27 4.24 -0.05 0.29 4.65 5.45 6.02
Lifetime Conservative 2010 TR 12-19-14 0.35 4.79 0.06 0.41 5.29 6.28 6.62
Lifetime Conservative 2015 TR 12-19-14 0.47 5.30 0.15 0.48 5.92 7.26 7.26
Lifetime Conservative 2020 TR 12-19-14 0.62 5.73 0.22 0.51 6.50 8.35 7.93
Lifetime Conservative 2025 TR 12-19-14 0.81 6.06 0.24 0.46 7.04 9.71 8.70
Lifetime Conservative 2030 TR 12-19-14 1.09 6.25 0.20 0.30 7.53 11.39 9.56
Lifetime Conservative 2035 TR 12-19-14 1.42 6.23 0.09 0.02 7.84 13.04 10.35
Lifetime Conservative 2040 TR 12-19-14 1.70 6.03 -0.05 -0.32 7.91 14.20 10.87
Lifetime Conservative 2045 TR 12-19-14 1.85 5.75 -0.17 -0.60 7.77 14.65 11.03
Lifetime Conservative 2050 TR 12-19-14 1.89 5.48 -0.25 -0.82 7.56 14.73 11.02
Lifetime Conservative 2055 TR 12-19-14 1.88 5.22 -0.32 -1.01 7.32 14.64 10.90
Lifetime Conservative Income TR 12-19-14 0.23 3.52 -0.21 0.11 3.88 4.62 5.30
Lifetime Moderate 2000 TR 12-19-14 0.68 4.46 -0.13 0.19 5.20 7.29 7.01
Lifetime Moderate 2005 TR 12-19-14 0.74 4.92 -0.03 0.28 5.74 8.02 7.52
Lifetime Moderate 2010 TR 12-19-14 0.85 5.37 0.05 0.34 6.30 8.94 8.12
Lifetime Moderate 2015 TR 12-19-14 1.00 5.76 0.10 0.35 6.85 10.05 8.80
Lifetime Moderate 2020 TR 12-19-14 1.20 6.07 0.12 0.29 7.39 11.46 9.58
Lifetime Moderate 2025 TR 12-19-14 1.49 6.25 0.08 0.12 7.88 13.15 10.43
Lifetime Moderate 2030 TR 12-19-14 1.81 6.23 -0.02 -0.15 8.18 14.71 11.16
Lifetime Moderate 2035 TR 12-19-14 2.07 6.02 -0.15 -0.46 8.21 15.71 11.58
Lifetime Moderate 2040 TR 12-19-14 2.19 5.73 -0.27 -0.74 8.04 16.08 11.69
Lifetime Moderate 2045 TR 12-19-14 2.21 5.45 -0.35 -0.94 7.79 16.03 11.60
Lifetime Moderate 2050 TR 12-19-14 2.18 5.18 -0.41 -1.13 7.52 15.89 11.47
Lifetime Moderate 2055 TR 12-19-14 2.14 4.91 -0.48 -1.30 7.25 15.69 11.30
Lifetime Moderate Income TR 12-19-14 0.67 4.31 -0.15 0.17 5.04 7.03 6.76
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 12-19-14 -0.11 -5.94 -0.79 -0.27 -6.61 -3.95 0.78
Long/Short Commodity TR 12-19-14 0.32 -6.32 -1.60 -2.15 -7.09 -4.87 0.17
Long-Only Commodity TR 12-19-14 -2.22 -20.54 -10.70 -15.46 -20.89 -6.42 -0.98
Short/Flat Commodity TR 12-19-14 0.42 -0.55 -0.98 -2.00 -0.63 -1.15 -0.72
Short-Only Commodity TR 12-19-14 1.65 22.78 11.22 17.88 23.25 3.49 -1.54
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