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 04-20-15 0.31 3.28 -0.26 5.09 14.98 17.72 14.31
Style
Large Cap TR 04-20-15 0.44 2.60 -0.23 4.24 14.97 17.27 13.94
Large Core TR 04-20-15 0.23 0.06 -0.51 1.47 14.46 18.66 14.75
Large Growth TR 04-20-15 0.14 6.41 -1.42 7.71 22.41 18.26 15.56
Large Value TR 04-20-15 1.02 1.23 1.52 3.48 8.03 14.96 11.53
Mid Cap TR 04-20-15 0.04 5.26 -0.26 7.24 15.77 19.24 15.60
Mid Core TR 04-20-15 -0.28 4.34 -0.92 6.36 17.31 19.38 16.86
Mid Growth TR 04-20-15 0.07 8.61 -0.03 10.11 19.07 17.87 15.47
Mid Value TR 04-20-15 0.35 2.84 0.25 5.27 10.95 20.50 14.42
Small Cap TR 04-20-15 -0.27 4.80 -0.57 7.91 12.54 17.93 14.15
Small Core TR 04-20-15 -0.32 4.08 -1.21 7.25 11.43 17.54 13.30
Small Growth TR 04-20-15 -0.19 8.03 0.01 9.94 15.50 17.88 15.42
Small Value TR 04-20-15 -0.31 2.48 -0.50 6.64 10.86 18.38 13.77
US Core TR 04-20-15 0.09 1.20 -0.64 2.83 14.83 18.73 15.11
US Growth TR 04-20-15 0.10 6.94 -1.06 8.32 21.28 18.15 15.59
US Value TR 04-20-15 0.78 1.65 1.10 4.08 8.83 16.32 12.28
Sector
Cyclical TR 04-20-15 -0.29 1.87 -1.25 6.12 14.32 18.49 12.81
— Basic Materials TR 04-15-15 1.70 3.49 1.97 7.24 7.14 11.94 8.66
— Consumer Cyclical TR 04-15-15 -0.44 5.64 1.77 10.83 20.92 20.96 18.56
— Financial Services TR 04-15-15 1.35 -0.24 0.95 8.08 14.59 20.45 9.83
— Real Estate TR 04-15-15 -2.53 2.13 0.57 -3.01 18.69 13.50 13.86
Defensive TR 04-20-15 0.08 5.25 -0.61 2.65 24.96 22.03 17.53
— Consumer Defensive TR 04-15-15 -0.09 2.48 3.06 2.08 19.02 17.26 15.36
— Healthcare TR 04-15-15 1.38 9.57 3.05 8.39 35.41 30.02 21.57
— Utilities TR 04-15-15 0.03 -4.33 3.45 -6.25 8.79 13.95 12.77
Sensitive TR 04-20-15 0.95 3.18 0.80 5.90 9.81 14.74 12.79
— Communication Services TR 04-15-15 1.00 5.35 2.35 7.26 13.87 19.30 16.79
— Energy TR 04-15-15 5.45 5.09 11.44 14.06 -7.69 8.30 8.93
— Industrials TR 04-15-15 1.38 2.29 2.08 6.76 13.60 19.14 14.29
— Technology TR 04-15-15 1.12 3.27 2.47 7.41 22.23 14.62 13.43
Moat
Morningstar Wide Moat Focus TR 04-20-15 1.70 2.12 3.76 8.56 8.10 17.74 14.31
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 04-20-15 0.35 1.85 -0.43 3.54 12.48 14.23 13.02
NASDAQ Composite PR PR 04-20-15 0.13 5.46 -0.63 7.30 21.95 18.51 14.84
NYSE Composite PR --- 04-20-15 0.54 2.56 0.42 4.30 5.54 11.47 7.71
Russell 2000 TR TR 04-20-15 -0.04 5.36 0.00 8.44 12.63 17.90 13.39
S&P 500 TR TR 04-20-15 0.39 2.61 -0.24 4.38 14.94 17.55 14.10
S&P MidCap 400 TR 04-20-15 -0.06 5.69 -0.61 7.53 14.80 17.86 14.69
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 04-20-15 0.18 1.96 0.43 0.51 5.85 3.01 4.53
Intermediate Core Bond TR 04-20-15 0.17 1.86 0.58 0.86 5.60 2.89 4.35
Long-Term Core Bond TR 04-20-15 0.34 3.16 0.24 -0.22 12.35 5.83 8.64
Short-Term Core Bond TR 04-20-15 0.08 0.87 0.29 0.34 1.51 1.17 1.75
Corporate
Corp Bond TR 04-20-15 0.21 2.88 0.77 1.15 6.52 5.08 6.27
Intermediate Corp Bond TR 04-20-15 0.26 2.80 0.98 1.45 5.15 4.73 5.83
Long-Term Corp Bond TR 04-20-15 0.26 3.63 0.83 1.03 10.23 6.96 8.70
Short-Term Corp Bond TR 04-20-15 0.10 1.36 0.47 0.85 1.97 2.58 3.07
Government
Intermediate US Govt Bond TR 04-20-15 0.35 2.00 0.49 0.13 4.80 1.67 3.99
Long-Term US Govt Bond TR 04-20-15 0.43 3.46 -0.41 -1.35 15.52 4.94 8.60
Short-Term US Govt Bond TR 04-20-15 0.07 0.71 0.23 0.17 1.32 0.74 1.35
US Govt Bond TR 04-20-15 0.24 1.66 0.16 -0.21 5.20 1.96 3.87
Other
Mortgage Bond TR 04-20-15 0.08 1.62 0.54 1.02 5.96 3.02 4.16
TIPS TR 04-20-15 0.99 2.00 0.57 0.40 2.86 0.43 4.31
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 04-20-15 0.14 1.89 0.40 0.46 5.63 2.89 4.38
Barclays US Government TR TR 04-20-15 0.18 1.78 0.25 -0.08 5.20 2.00 3.78
Barclays US MBS TR TR 04-20-15 0.07 1.32 0.41 0.89 5.44 2.43 3.64
BofAML US HY Master II TR TR 04-20-15 0.22 3.76 1.63 3.73 2.91 7.82 8.29
USTREAS T-Bill Auction Ave 3 --- 03-31-15 --- 0.00 0.00 0.00 0.02 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-15 --- 2.50 0.71 2.50 9.63 3.00 5.73
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 04-20-15 0.09 1.14 0.05 -0.34 5.62 3.76 4.99
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 04-20-15 2.83 1.82 5.56 5.02 -11.12 -0.70 4.39
Euronext BEL 20 PR EUR PR 04-20-15 -1.96 16.47 1.61 12.44 22.94 19.43 7.37
Euronext Paris CAC 40 NR EUR TR 04-20-15 -1.27 21.58 2.09 16.83 19.69 20.69 8.20
Euronext Paris CAC 40 PR EUR PR 04-20-15 -1.27 21.41 1.97 16.68 17.05 17.61 5.20
FSE DAX PR EUR PR 04-20-15 -3.66 20.56 -1.51 15.25 23.06 17.06 9.99
FSE DAX TR EUR TR 04-20-15 -3.62 21.28 -1.22 15.94 26.38 20.78 13.68
FTSE 100 PR GBP PR 04-20-15 -0.17 7.40 0.42 6.53 6.44 6.90 4.05
FTSE 100 TR GBP TR 04-20-15 -0.10 8.72 0.66 7.77 10.33 10.88 7.83
FTSE 250 PR GBP PR 04-20-15 -1.27 9.44 0.38 9.16 10.66 15.43 10.91
Hang Seng Hong Kong Composite PR HKD TR 04-21-15 -0.33 18.31 15.22 15.91 22.66 10.01 4.93
Hang Seng HSI PR HKD PR 04-21-15 0.31 17.12 13.42 13.52 21.47 9.58 5.15
MSCI AC Far East Ex Japan PR USD PR 04-20-15 -0.85 11.68 8.19 11.14 11.15 6.44 5.15
MSCI ACWI PR USD PR 04-20-15 0.27 4.48 0.91 5.83 6.03 10.19 6.77
MSCI EAFE NR USD TR 04-20-15 0.27 7.81 0.92 8.23 1.63 10.97 6.45
MSCI EAFE PR LCL PR 04-20-15 -1.42 12.41 0.27 12.07 17.62 15.23 6.18
MSCI EASEA PR LCL PR 04-20-15 -1.79 12.43 0.33 11.80 13.53 12.92 5.44
MSCI EM Latin America PR USD PR 04-20-15 0.43 -4.39 5.75 -1.17 -20.28 -12.86 -9.12
MSCI EM PR LCL PR 04-20-15 -1.36 9.50 4.91 9.21 11.94 5.76 3.86
MSCI EM PR USD PR 04-20-15 -0.74 8.10 6.63 7.99 2.16 0.40 0.21
MSCI Europe NR USD TR 04-20-15 0.29 6.34 0.64 7.00 -2.56 11.36 6.54
MSCI Europe PR LCL PR 04-20-15 -1.71 13.25 0.19 12.31 14.52 13.62 5.83
MSCI Hong Kong PR USD PR 04-20-15 -3.57 11.74 8.99 9.62 12.29 10.43 7.96
MSCI Japan NR USD TR 04-20-15 0.80 13.69 1.53 12.94 17.60 12.14 6.68
MSCI Japan PR LCL PR 04-20-15 -0.13 12.32 0.04 13.04 34.93 24.97 9.94
MSCI North America NR USD TR 04-20-15 0.54 2.76 0.16 4.85 13.42 15.88 12.63
MSCI Pacific Ex Japan NR USD TR 04-20-15 -0.64 5.36 1.15 6.57 -1.12 7.15 5.94
MSCI Pacific Ex Japan PR LCL PR 04-20-15 -2.13 8.18 1.02 9.25 7.80 9.71 3.95
MSCI Pacific NR USD TR 04-20-15 0.29 10.63 1.40 10.63 10.31 10.30 6.44
MSCI Pacific PR LCL PR 04-20-15 -0.84 10.85 0.39 11.69 24.00 18.64 7.33
MSCI World ex USA NR USD TR 04-20-15 0.56 7.16 1.41 8.22 1.44 10.26 6.08
MSCI World Ex USA PR LCL PR 04-20-15 -1.28 11.79 0.51 11.75 16.70 14.59 6.04
Nikkei 225 Average PR JPY PR 04-21-15 0.00 14.09 1.78 15.21 37.19 27.70 12.41
S&P BSE SENSEX India INR PR 04-21-15 -4.71 0.64 -2.07 -4.20 21.57 16.79 9.64
S&P/ASX All Ordinaries PR PR 04-21-15 -1.22 8.45 -1.55 8.88 7.33 9.56 3.25
S&P/TSX Composite PR PR 04-20-15 0.19 5.33 3.15 7.72 6.29 8.26 4.94
Shanghai SE Composite PR CNY PR 04-17-15 6.27 32.54 22.39 26.97 104.27 22.45 6.49
SIX SMI CHF PR 04-20-15 -1.98 2.90 -1.62 13.02 10.37 14.01 6.20
SIX SMI TR CHF PR 04-20-15 -1.31 5.21 -0.61 15.55 13.60 17.77 9.62
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 04-20-15 0.34 4.51 1.06 6.15 7.96 13.24 10.67
Conservative Target Risk TR 04-20-15 0.45 1.34 0.45 1.06 2.62 3.66 4.81
Moderate Target Risk TR 04-20-15 0.41 2.90 0.72 3.61 5.70 8.95 8.20
Moderately Aggr Target Risk TR 04-20-15 0.38 3.80 0.93 5.05 6.91 11.35 9.58
Moderately Cons Target Risk TR 04-20-15 0.42 2.14 0.56 2.34 4.41 6.45 6.61
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 04-20-15 0.51 2.50 0.55 2.92 5.31 7.44 7.69
Lifetime Aggressive 2005 TR 04-20-15 0.50 2.67 0.56 3.13 5.77 8.14 8.18
Lifetime Aggressive 2010 TR 04-20-15 0.49 2.89 0.59 3.44 6.29 9.00 8.71
Lifetime Aggressive 2015 TR 04-20-15 0.47 3.16 0.62 3.87 6.86 10.04 9.30
Lifetime Aggressive 2020 TR 04-20-15 0.45 3.49 0.67 4.45 7.45 11.26 9.94
Lifetime Aggressive 2025 TR 04-20-15 0.42 3.85 0.74 5.11 7.96 12.43 10.51
Lifetime Aggressive 2030 TR 04-20-15 0.40 4.17 0.82 5.68 8.23 13.22 10.86
Lifetime Aggressive 2035 TR 04-20-15 0.38 4.38 0.90 6.03 8.24 13.49 10.94
Lifetime Aggressive 2040 TR 04-20-15 0.37 4.49 0.97 6.18 8.09 13.42 10.85
Lifetime Aggressive 2045 TR 04-20-15 0.36 4.58 1.04 6.25 7.90 13.27 10.71
Lifetime Aggressive 2050 TR 04-20-15 0.35 4.65 1.11 6.31 7.70 13.10 10.56
Lifetime Aggressive 2055 TR 04-20-15 0.34 4.73 1.18 6.37 7.50 12.92 10.40
Lifetime Aggressive Income TR 04-20-15 0.51 2.47 0.54 2.89 5.20 7.26 7.52
Lifetime Conservative 2000 TR 04-20-15 0.56 1.77 0.57 1.51 3.01 3.69 5.36
Lifetime Conservative 2005 TR 04-20-15 0.55 1.87 0.57 1.55 3.46 4.17 5.80
Lifetime Conservative 2010 TR 04-20-15 0.55 2.02 0.57 1.69 3.99 4.84 6.33
Lifetime Conservative 2015 TR 04-20-15 0.54 2.20 0.58 1.91 4.55 5.61 6.89
Lifetime Conservative 2020 TR 04-20-15 0.53 2.41 0.60 2.20 5.10 6.47 7.45
Lifetime Conservative 2025 TR 04-20-15 0.51 2.67 0.63 2.61 5.69 7.52 8.06
Lifetime Conservative 2030 TR 04-20-15 0.49 3.02 0.69 3.22 6.32 8.84 8.75
Lifetime Conservative 2035 TR 04-20-15 0.46 3.43 0.77 3.98 6.90 10.20 9.42
Lifetime Conservative 2040 TR 04-20-15 0.42 3.81 0.86 4.68 7.27 11.22 9.91
Lifetime Conservative 2045 TR 04-20-15 0.40 4.07 0.95 5.13 7.36 11.63 10.09
Lifetime Conservative 2050 TR 04-20-15 0.39 4.21 1.02 5.34 7.28 11.72 10.10
Lifetime Conservative 2055 TR 04-20-15 0.39 4.30 1.08 5.44 7.13 11.64 10.00
Lifetime Conservative Income TR 04-20-15 0.56 1.76 0.57 1.51 2.92 3.56 5.15
Lifetime Moderate 2000 TR 04-20-15 0.53 2.15 0.55 2.25 4.21 5.65 6.59
Lifetime Moderate 2005 TR 04-20-15 0.53 2.29 0.56 2.37 4.65 6.22 7.04
Lifetime Moderate 2010 TR 04-20-15 0.52 2.46 0.58 2.58 5.16 6.95 7.55
Lifetime Moderate 2015 TR 04-20-15 0.51 2.68 0.60 2.88 5.70 7.82 8.10
Lifetime Moderate 2020 TR 04-20-15 0.49 2.95 0.64 3.33 6.29 8.92 8.73
Lifetime Moderate 2025 TR 04-20-15 0.46 3.31 0.69 3.96 6.94 10.26 9.43
Lifetime Moderate 2030 TR 04-20-15 0.43 3.71 0.77 4.71 7.50 11.56 10.06
Lifetime Moderate 2035 TR 04-20-15 0.40 4.06 0.86 5.35 7.81 12.44 10.46
Lifetime Moderate 2040 TR 04-20-15 0.38 4.30 0.94 5.75 7.86 12.79 10.60
Lifetime Moderate 2045 TR 04-20-15 0.37 4.42 1.01 5.92 7.74 12.77 10.53
Lifetime Moderate 2050 TR 04-20-15 0.37 4.51 1.08 6.00 7.57 12.66 10.42
Lifetime Moderate 2055 TR 04-20-15 0.36 4.59 1.15 6.06 7.38 12.50 10.27
Lifetime Moderate Income TR 04-20-15 0.53 2.13 0.55 2.23 4.12 5.50 6.40
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 04-20-15 -0.07 -0.21 -0.07 0.25 -8.26 -5.39 0.40
Long/Short Commodity TR 04-20-15 -0.27 2.54 0.42 3.52 -2.10 -4.45 0.48
Long-Only Commodity TR 04-20-15 3.13 -1.58 3.75 4.12 -31.71 -9.93 -2.24
Short/Flat Commodity TR 04-20-15 -0.20 2.75 0.48 3.27 6.52 0.79 -0.04
Short-Only Commodity TR 04-20-15 -3.21 -0.68 -3.77 -5.85 40.75 6.48 -0.92
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