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 02-09-16 -2.92 -10.08 -4.28 -11.56 -9.34 8.34 8.83
Style
US Core TR 02-09-16 -2.45 -9.71 -4.11 -10.89 -9.86 8.82 9.78
US Growth TR 02-09-16 -5.76 -13.73 -7.64 -15.74 -10.35 8.94 8.99
US Large Cap TR 02-09-16 -2.72 -9.30 -3.62 -10.49 -7.22 9.14 9.38
US Large Core TR 02-09-16 -2.19 -9.16 -3.72 -9.95 -8.25 9.65 10.42
US Large Growth TR 02-09-16 -5.54 -12.69 -6.70 -14.46 -7.48 10.71 10.25
US Large Val TR 02-09-16 -0.10 -5.59 -0.07 -6.46 -5.92 7.09 7.45
US Mid Cap TR 02-09-16 -3.43 -11.77 -5.87 -13.68 -13.92 6.95 7.84
US Mid Core TR 02-09-16 -3.20 -11.14 -5.22 -12.87 -13.01 7.54 8.96
US Mid Growth TR 02-09-16 -6.45 -16.33 -10.30 -18.94 -18.06 4.23 5.47
US Mid Val TR 02-09-16 -0.73 -7.85 -2.15 -9.15 -10.81 9.07 9.04
US Small Cap TR 02-09-16 -3.72 -13.70 -6.89 -16.96 -17.96 3.72 5.62
US Small Core TR 02-09-16 -2.71 -10.67 -4.57 -14.17 -15.38 4.83 5.78
US Small Growth TR 02-09-16 -6.59 -19.00 -11.54 -21.77 -20.07 2.84 4.88
US Small Val TR 02-09-16 -1.92 -11.45 -4.61 -14.98 -18.51 3.39 6.15
US Value TR 02-09-16 -0.34 -6.41 -0.77 -7.56 -7.78 7.28 7.71
Sector
Cyclical TR 02-09-16 -4.25 -13.47 -7.02 -15.29 -11.67 7.28 7.84
— Basic Materials TR 02-09-16 1.98 -8.94 -1.09 -11.33 -18.73 -0.04 0.11
— Consumer Cyclical TR 02-09-16 -6.81 -13.90 -7.75 -15.98 -8.87 9.62 11.88
— Financial Services TR 02-09-16 -2.82 -14.67 -7.33 -17.48 -11.96 7.79 6.83
— Real Estate TR 02-09-16 -6.06 -10.83 -7.98 -7.03 -12.75 4.15 7.43
Defensive TR 02-09-16 -1.78 -6.60 -2.43 -4.44 -2.35 14.00 14.99
— Consumer Defensive TR 02-09-16 -1.00 -1.60 1.38 1.97 3.73 13.03 14.03
— Healthcare TR 02-09-16 -2.97 -12.48 -7.04 -11.32 -7.50 15.70 16.93
— Utilities TR 02-09-16 1.02 7.19 7.74 10.84 4.54 12.17 11.97
Sensitive TR 02-09-16 -2.62 -9.56 -3.22 -13.03 -11.92 5.78 6.05
— Communication Services TR 02-09-16 -1.75 -4.63 -1.22 -6.34 -2.65 8.53 11.55
— Energy TR 02-09-16 -1.35 -10.08 -3.05 -21.20 -31.18 -9.78 -3.93
— Industrials TR 02-09-16 0.80 -7.55 -0.99 -9.64 -9.52 9.01 8.35
— Technology TR 02-09-16 -5.93 -13.03 -6.26 -15.23 -8.65 10.03 7.59
Moat
Morningstar Wide Moat Focus TR 02-09-16 0.80 -5.94 -1.60 -7.86 -7.14 7.02 9.89
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 02-09-16 -0.73 -7.86 -1.84 -9.10 -7.36 7.17 8.23
NASDAQ Composite PR PR 02-09-16 -5.49 -14.75 -8.07 -16.22 -9.68 10.15 8.89
NYSE Composite PR --- 02-09-16 -2.40 -9.42 -3.58 -11.78 -15.14 0.93 1.95
Russell 2000 TR TR 02-09-16 -4.42 -15.05 -7.78 -18.31 -18.26 3.18 4.99
--- TR 02-09-16 -2.58 -9.19 -3.49 -10.40 -7.56 9.12 9.30
S&P MidCap 400 TR 02-09-16 -2.78 -10.31 -4.15 -13.25 -13.37 5.73 7.17
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 02-09-16 0.41 2.04 1.34 2.40 1.92 2.54 4.08
US Inter Core Bd TR Bond TR 02-09-16 0.33 1.98 1.32 2.37 3.05 2.88 4.12
US Lng Core Bd TR Bond TR 02-09-16 0.88 3.57 2.24 4.34 -0.24 3.61 7.33
US Shrt Core Bd TR Bond TR 02-09-16 0.13 0.85 0.58 0.82 1.36 1.05 1.50
Corporate
US Corp Bd TR Bond TR 02-09-16 0.06 0.46 -0.29 0.42 -1.48 2.04 4.70
US Inter Corp Bd TR Bond TR 02-09-16 0.12 0.84 0.06 0.64 1.01 2.36 4.69
US Lng Corp Bd TR Bond TR 02-09-16 0.06 0.29 -0.72 0.39 -4.58 2.13 6.15
US Shrt Corp Bd TR Bond TR 02-09-16 0.01 0.36 0.04 0.29 1.11 1.53 2.50
Government
US Gov Bd TR Bond TR 02-09-16 0.71 3.20 2.40 3.70 3.04 2.31 3.74
US Inter Gov Bd TR Bond TR 02-09-16 0.61 3.17 2.22 3.56 3.81 2.11 3.75
US Lng Gov Bd TR Bond TR 02-09-16 1.70 7.06 5.39 8.64 4.41 5.49 8.54
US Shrt Gov Bd TR Bond TR 02-09-16 0.18 1.04 0.80 1.03 1.46 0.91 1.21
Other
Mortgage TR Bond TR 02-09-16 0.27 1.76 1.24 2.27 3.19 3.29 4.07
TIPS TR TR 02-09-16 -0.27 1.34 0.86 1.32 -1.68 -1.47 3.15
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 02-09-16 0.39 1.99 1.35 2.26 1.48 2.32 3.84
Barclays US Government TR TR 02-09-16 0.69 3.16 2.36 3.60 2.92 2.28 3.65
Barclays US MBS TR TR 02-09-16 0.18 1.55 1.04 1.99 2.47 2.71 3.49
BofAML US HY Master II TR TR 02-09-16 -2.15 -4.36 -4.10 -8.25 -10.30 -0.21 3.32
USTREAS T-Bill Auction Ave 3 --- 01-31-16 --- 0.02 0.02 0.06 0.07 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-16 --- 3.16 3.16 2.53 -0.32 2.49 4.86
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 02-09-16 0.39 1.74 0.88 3.38 3.99 3.57 5.98
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 02-09-16 1.41 1.04 4.45 3.01 -20.81 -7.91 -4.65
Euronext BEL 20 PR EUR PR 02-09-16 -7.76 -14.38 -9.32 -12.57 -9.78 8.13 3.10
Euronext Paris CAC 40 NR EUR TR 02-09-16 -6.69 -13.70 -7.66 -18.35 -12.08 5.52 2.22
Euronext Paris CAC 40 PR EUR PR 02-09-16 -6.69 -13.79 -7.76 -18.60 -14.05 3.08 -0.46
FSE DAX PR EUR PR 02-09-16 -7.33 -17.64 -10.17 -18.19 -18.84 2.12 0.74
FSE DAX TR EUR TR 02-09-16 -7.32 -17.35 -9.85 -17.90 -16.73 5.08 3.94
FTSE 100 PR GBP PR 02-09-16 -4.89 -9.77 -4.74 -10.53 -17.62 -3.48 -1.43
FTSE 100 TR GBP TR 02-09-16 -4.85 -9.68 -4.65 -10.08 -14.50 0.07 2.16
FTSE 250 PR GBP PR 02-09-16 -6.03 -12.12 -8.46 -10.49 -7.61 4.62 5.36
Hang Seng Hong Kong Composite PR HKD TR 02-05-16 -1.94 -13.51 -10.39 -17.69 -22.18 -6.67 -4.76
Hang Seng HSI PR HKD PR 02-05-16 -2.01 -11.98 -8.97 -16.32 -22.12 -5.90 -4.20
MSCI AC Far East Ex Japan PR USD PR 02-09-16 0.25 -8.60 -2.29 -12.62 -21.06 -6.51 -3.92
MSCI ACWI PR USD PR 02-09-16 -2.95 -10.25 -4.35 -12.14 -14.43 0.24 0.89
MSCI EAFE NR USD TR 02-09-16 -4.12 -11.63 -5.85 -12.46 -13.89 -0.66 0.07
MSCI EAFE PR LCL PR 02-09-16 -7.04 -13.65 -7.93 -15.26 -14.77 2.18 0.95
MSCI EASEA PR LCL PR 02-09-16 -5.97 -12.87 -7.21 -14.12 -15.90 0.23 -0.19
MSCI EM Latin America PR USD PR 02-09-16 2.27 -6.04 2.67 -14.09 -34.72 -23.91 -16.81
MSCI EM PR LCL PR 02-09-16 -0.24 -6.77 -1.39 -10.92 -16.40 -4.09 -2.22
MSCI EM PR USD PR 02-09-16 0.16 -8.09 -1.38 -13.48 -24.97 -11.72 -8.05
MSCI Europe NR USD TR 02-09-16 -3.83 -11.61 -5.56 -13.16 -15.40 -1.08 0.04
MSCI Europe PR LCL PR 02-09-16 -6.61 -13.45 -7.67 -15.06 -15.52 0.73 0.03
MSCI Hong Kong PR USD PR 02-09-16 -1.40 -11.77 -6.66 -14.17 -18.44 -3.54 -0.80
MSCI Japan NR USD TR 02-09-16 -6.07 -11.95 -7.74 -12.60 -5.64 4.21 1.12
MSCI Japan PR LCL PR 02-09-16 -10.40 -16.05 -10.10 -18.77 -10.23 9.95 5.95
MSCI North America NR USD TR 02-09-16 -2.68 -9.58 -3.79 -11.23 -9.97 6.90 7.27
MSCI Pacific Ex Japan NR USD TR 02-09-16 -1.53 -11.09 -3.19 -8.23 -20.73 -6.82 -1.74
MSCI Pacific Ex Japan PR LCL PR 02-09-16 -2.05 -9.63 -4.32 -8.95 -18.81 -2.70 -1.24
MSCI Pacific NR USD TR 02-09-16 -4.63 -11.67 -6.29 -11.22 -11.18 -0.01 0.16
MSCI Pacific PR LCL PR 02-09-16 -7.78 -14.03 -8.28 -15.73 -13.57 4.78 2.95
MSCI World ex USA NR USD TR 02-09-16 -3.78 -11.16 -5.33 -12.43 -14.93 -1.44 -0.56
MSCI World Ex USA PR LCL PR 02-09-16 -6.62 -13.09 -7.44 -14.81 -15.20 1.84 0.60
Nikkei 225 Average PR JPY PR 02-10-16 -8.60 -17.44 -11.21 -20.12 -10.99 12.10 8.18
S&P BSE SENSEX India INR PR 02-10-16 -1.92 -9.03 -4.71 -7.71 -16.21 6.83 6.35
S&P/ASX All Ordinaries PR PR 02-10-16 -2.11 -9.69 -4.41 -6.42 -16.17 -1.10 -0.71
S&P/TSX Composite PR PR 02-09-16 -1.28 -5.59 -1.31 -8.90 -18.66 -1.37 -2.28
SIX SMI PR CHF PR 02-09-16 -7.49 -14.00 -8.16 -14.57 -12.15 0.84 2.72
SIX SMI TR CHF PR 02-09-16 -7.49 -14.00 -8.16 -14.57 -9.47 3.94 6.05
SSE Composite PR CNY PR 02-05-16 0.95 -21.92 -15.94 -21.55 -11.89 4.34 -0.26
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq TR 12-21-12 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
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 02-09-16 -2.51 -9.57 -4.06 -11.39 -12.34 2.97 4.40
Con Tgt Risk TR USD TR 02-09-16 0.09 -0.35 0.35 -0.53 -1.62 1.43 3.26
Mod Agg Tgt Risk TR USD TR 02-09-16 -1.94 -7.71 -3.15 -9.27 -10.26 2.77 4.28
Mod Con Tgt Risk TR USD TR 02-09-16 -0.56 -2.78 -0.75 -3.37 -4.13 2.27 3.91
Mod Tgt Risk TR USD TR 02-09-16 -1.21 -5.24 -1.90 -6.32 -7.27 2.57 4.22
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 02-09-16 -1.02 -3.92 -1.40 -4.85 -5.72 2.30 4.15
Lifetime Agg 2005 TR USD TR 02-09-16 -1.08 -4.26 -1.54 -5.24 -6.19 2.57 4.37
Lifetime Agg 2010 TR USD TR 02-09-16 -1.21 -4.80 -1.78 -5.87 -6.87 2.86 4.55
Lifetime Agg 2015 TR USD TR 02-09-16 -1.40 -5.55 -2.13 -6.75 -7.74 3.16 4.71
Lifetime Agg 2020 TR USD TR 02-09-16 -1.69 -6.59 -2.62 -7.95 -8.90 3.43 4.84
Lifetime Agg 2025 TR USD TR 02-09-16 -2.03 -7.80 -3.22 -9.37 -10.27 3.55 4.88
Lifetime Agg 2030 TR USD TR 02-09-16 -2.35 -8.89 -3.76 -10.64 -11.53 3.45 4.80
Lifetime Agg 2035 TR USD TR 02-09-16 -2.54 -9.54 -4.10 -11.42 -12.38 3.19 4.62
Lifetime Agg 2040 TR USD TR 02-09-16 -2.60 -9.77 -4.21 -11.72 -12.79 2.93 4.43
Lifetime Agg 2045 TR USD TR 02-09-16 -2.60 -9.81 -4.23 -11.79 -12.98 2.71 4.25
Lifetime Agg 2050 TR USD TR 02-09-16 -2.58 -9.82 -4.23 -11.82 -13.13 2.49 4.07
Lifetime Agg 2055 TR USD TR 02-09-16 -2.57 -9.82 -4.22 -11.85 -13.28 2.27 3.89
Lifetime Agg Incm TR USD TR 02-09-16 -1.00 -3.86 -1.37 -4.78 -5.64 2.20 4.06
Lifetime Con 2000 TR USD TR 02-09-16 -0.21 -0.92 -0.03 -1.39 -2.75 0.89 3.21
Lifetime Con 2005 TR USD TR 02-09-16 -0.18 -0.94 0.00 -1.39 -2.92 1.17 3.52
Lifetime Con 2010 TR USD TR 02-09-16 -0.20 -1.16 -0.07 -1.63 -3.27 1.50 3.84
Lifetime Con 2015 TR USD TR 02-09-16 -0.28 -1.56 -0.22 -2.08 -3.80 1.83 4.13
Lifetime Con 2020 TR USD TR 02-09-16 -0.39 -2.09 -0.45 -2.70 -4.46 2.14 4.37
Lifetime Con 2025 TR USD TR 02-09-16 -0.57 -2.82 -0.77 -3.56 -5.30 2.50 4.56
Lifetime Con 2030 TR USD TR 02-09-16 -0.86 -3.92 -1.28 -4.86 -6.50 2.85 4.71
Lifetime Con 2035 TR USD TR 02-09-16 -1.25 -5.34 -1.96 -6.53 -8.04 3.04 4.76
Lifetime Con 2040 TR USD TR 02-09-16 -1.64 -6.70 -2.63 -8.14 -9.57 2.99 4.69
Lifetime Con 2045 TR USD TR 02-09-16 -1.89 -7.58 -3.07 -9.19 -10.64 2.75 4.51
Lifetime Con 2050 TR USD TR 02-09-16 -2.00 -7.99 -3.27 -9.70 -11.28 2.49 4.34
Lifetime Con 2055 TR USD TR 02-09-16 -2.02 -8.12 -3.33 -9.87 -11.57 2.27 4.17
Lifetime Con Incm TR USD TR 02-09-16 -0.21 -0.91 -0.02 -1.37 -2.70 0.82 3.06
Lifetime Mod 2000 TR USD TR 02-09-16 -0.63 -2.50 -0.74 -3.22 -4.31 1.63 3.72
Lifetime Mod 2005 TR USD TR 02-09-16 -0.65 -2.67 -0.80 -3.40 -4.62 1.90 3.98
Lifetime Mod 2010 TR USD TR 02-09-16 -0.71 -3.03 -0.94 -3.82 -5.11 2.20 4.23
Lifetime Mod 2015 TR USD TR 02-09-16 -0.84 -3.57 -1.17 -4.44 -5.78 2.50 4.44
Lifetime Mod 2020 TR USD TR 02-09-16 -1.03 -4.35 -1.52 -5.35 -6.67 2.85 4.63
Lifetime Mod 2025 TR USD TR 02-09-16 -1.34 -5.50 -2.07 -6.70 -7.93 3.17 4.77
Lifetime Mod 2030 TR USD TR 02-09-16 -1.73 -6.88 -2.74 -8.32 -9.45 3.32 4.80
Lifetime Mod 2035 TR USD TR 02-09-16 -2.09 -8.11 -3.36 -9.77 -10.87 3.21 4.70
Lifetime Mod 2040 TR USD TR 02-09-16 -2.31 -8.87 -3.75 -10.68 -11.84 2.97 4.53
Lifetime Mod 2045 TR USD TR 02-09-16 -2.39 -9.16 -3.89 -11.04 -12.31 2.71 4.33
Lifetime Mod 2050 TR USD TR 02-09-16 -2.40 -9.24 -3.92 -11.15 -12.55 2.49 4.16
Lifetime Mod 2055 TR USD TR 02-09-16 -2.39 -9.27 -3.93 -11.21 -12.73 2.27 3.99
Lifetime Mod Incm TR USD TR 02-09-16 -0.62 -2.47 -0.73 -3.18 -4.24 1.55 3.60
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 02-09-16 0.08 -0.56 -0.19 -0.57 -2.56 -4.72 -4.32
Lng/Shrt Cmdty TR TR 02-09-16 0.10 -1.58 -1.23 -1.04 0.72 -1.14 -2.91
Lng-Only Cmdty TR TR 02-09-16 -1.66 -8.81 -5.28 -17.52 -32.42 -22.12 -14.39
Shrt/Flt Cmdty TR TR 02-09-16 0.01 -1.00 -1.02 -0.44 3.34 3.70 1.41
Shrt-Only Cmdty TR TR 02-09-16 2.51 9.62 5.44 22.75 43.31 25.03 12.88
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