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 09-21-18 0.63 11.11 2.18 6.40 19.38 16.21 13.38
Style
US Core TR 09-21-18 0.68 7.60 2.06 7.86 14.97 15.47 12.87
US Growth TR 09-21-18 -0.35 19.74 2.66 4.54 29.24 17.76 15.87
US Large Cap TR 09-21-18 0.90 11.79 2.68 7.43 19.97 16.95 13.91
US Large Core TR 09-21-18 0.91 8.21 2.75 9.46 15.19 16.53 13.34
US Large Growth TR 09-21-18 0.26 19.64 3.14 4.61 29.24 18.34 16.93
US Large Val TR 09-21-18 1.80 6.00 2.26 8.50 13.83 15.47 11.05
US Mid Cap TR 09-21-18 0.04 8.99 1.14 4.22 17.55 14.13 12.23
US Mid Core TR 09-21-18 0.35 5.07 0.63 4.18 13.35 12.42 11.91
US Mid Growth TR 09-21-18 -1.08 16.63 2.34 4.90 25.60 14.85 12.57
US Mid Val TR 09-21-18 0.95 5.27 0.43 3.54 13.60 14.97 12.13
US Small Cap TR 09-21-18 -0.63 10.25 -0.08 2.20 18.64 14.49 11.06
US Small Core TR 09-21-18 -0.19 6.40 -1.03 0.63 15.02 13.35 10.70
US Small Growth TR 09-21-18 -1.82 19.65 1.74 3.98 28.87 16.58 12.21
US Small Val TR 09-21-18 0.25 5.00 -1.01 1.93 12.19 13.32 10.14
US Value TR 09-21-18 1.52 5.83 1.67 7.03 13.73 15.26 11.24
Sector
US Cyclcl Sup Sec TR 09-21-18 0.96 10.15 1.60 4.40 20.14 16.33 13.25
US Basic Materials TR 09-21-18 1.65 0.50 1.30 3.12 8.24 15.81 9.12
US Consumr Cyclcl TR 09-21-18 0.06 18.13 1.87 3.18 30.68 16.49 14.43
US Financial Services TR 09-21-18 1.85 7.63 2.00 5.84 18.26 18.30 14.23
US Real Estate TR 09-21-18 -0.51 3.96 -0.93 3.26 5.95 8.06 9.04
US Dfnsve Sup Sec TR 09-21-18 0.66 9.57 2.31 9.43 13.18 11.10 12.67
US Consumr Dfnsve TR 09-21-18 0.93 -0.70 1.42 7.77 6.48 8.53 9.41
US Healthcare TR 09-21-18 0.95 16.64 3.35 10.95 18.99 12.08 15.00
US Utilities TR 09-21-18 -1.35 4.34 -0.60 6.09 3.87 12.54 11.30
US Snstve Sup Sec TR 09-21-18 0.33 12.81 2.59 6.43 22.52 19.42 13.94
US Commun Svc Capped TR 09-21-18 0.79 3.18 2.22 11.74 4.24 9.61 9.58
US Energy Capped TR 09-21-18 2.05 7.31 2.98 3.09 17.13 8.91 0.24
US Industrials TR 09-21-18 1.07 8.35 3.29 9.86 16.37 17.82 13.37
US Technology TR 09-21-18 -0.55 18.98 2.21 4.97 30.82 25.37 20.72
Moat
Morningstar Wide Moat Focus TR 09-21-18 1.19 11.67 2.53 7.28 19.70 20.40 13.44
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 09-21-18 2.25 10.01 3.79 9.95 22.32 20.37 14.34
NASDAQ Composite PR PR 09-21-18 -0.29 15.70 1.63 3.55 24.36 18.26 16.17
NYSE Composite PR --- 09-21-18 1.42 3.34 1.84 5.38 9.09 9.56 6.26
Russell 2000 TR TR 09-21-18 -0.53 12.48 -0.22 1.70 20.07 15.42 11.30
S&P 500 TR TR 09-21-18 0.86 11.13 2.50 7.05 19.44 16.58 13.69
S&P MidCap 400 TR 09-21-18 -0.24 8.59 0.47 3.11 17.62 14.69 12.12
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 09-21-18 -0.26 -1.82 -0.84 0.19 -1.45 1.47 2.31
US Inter Core Bd TR Bond TR 09-21-18 -0.24 -1.34 -0.76 0.11 -1.35 1.19 2.21
US Lng Core Bd TR Bond TR 09-21-18 -0.59 -4.69 -1.76 0.16 -3.02 2.85 4.31
US Shrt Core Bd TR Bond TR 09-21-18 0.00 0.07 -0.16 0.35 -0.16 0.81 0.96
Corporate
US Corp Bd TR Bond TR 09-21-18 -0.15 -2.36 -0.63 1.15 -1.15 3.09 3.56
US Inter Corp Bd TR Bond TR 09-21-18 -0.07 -1.24 -0.46 0.92 -1.04 2.42 2.99
US Lng Corp Bd TR Bond TR 09-21-18 -0.33 -4.64 -1.11 1.56 -2.24 4.44 5.06
US Shrt Corp Bd TR Bond TR 09-21-18 0.05 0.37 -0.05 0.71 0.41 1.70 1.75
Government
US Gov Bd TR Bond TR 09-21-18 -0.32 -1.79 -1.02 -0.34 -1.90 0.50 1.42
US Inter Gov Bd TR Bond TR 09-21-18 -0.22 -1.54 -0.87 -0.13 -2.17 0.27 1.26
US Lng Gov Bd TR Bond TR 09-21-18 -0.90 -4.78 -2.50 -1.44 -3.99 1.03 3.64
US Shrt Gov Bd TR Bond TR 09-21-18 -0.03 -0.08 -0.22 0.18 -0.43 0.38 0.62
Other
Mortgage TR Bond TR 09-21-18 -0.28 -1.29 -0.79 0.02 -1.11 1.26 2.38
US TIPS TR TR 09-21-18 -0.17 -0.82 -0.96 -0.27 0.28 2.12 1.48
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 09-21-18 -0.26 -1.76 -0.85 0.17 -1.39 1.43 2.23
BBgBarc US Government TR TR 09-21-18 -0.33 -1.74 -1.03 -0.36 -1.88 0.49 1.40
BBgBarc US MBS TR TR 09-21-18 -0.28 -1.25 -0.78 0.01 -1.03 1.04 2.14
ICE BofAML US High Yield TR TR 09-21-18 0.07 2.34 0.65 1.73 3.08 7.19 5.42
USTREAS T-Bill Auction Ave 3 --- 08-31-18 --- 1.23 0.17 0.51 1.64 0.86 0.53
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-18 --- -2.16 1.11 0.46 -3.81 0.28 2.12
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 09-21-18 -0.36 -0.57 -0.81 -0.20 -0.11 2.35 3.58
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 09-21-18 0.45 -5.33 -2.00 1.32 -0.08 4.37 -5.13
Euronext BEL 20 PR EUR PR 09-21-18 1.76 -5.10 -0.67 1.27 -4.88 3.08 5.88
Euronext Paris CAC 40 NR EUR TR 09-21-18 2.65 5.44 1.58 3.37 6.68 8.77 7.99
Euronext Paris CAC 40 PR EUR PR 09-21-18 2.65 3.42 1.58 3.35 4.31 6.21 5.50
FSE DAX PR EUR PR 09-21-18 2.53 -6.47 0.37 -0.65 -4.11 4.68 4.53
FSE DAX TR EUR TR 09-21-18 2.53 -3.77 0.37 -0.65 -1.34 7.71 7.46
FTSE 100 PR GBP PR 09-21-18 2.55 -2.57 -1.00 -0.88 3.12 7.03 2.57
FTSE 100 TR GBP TR 09-21-18 2.55 0.73 -0.80 0.21 7.39 11.39 6.57
FTSE 250 PR GBP PR 09-21-18 1.05 -0.66 -0.25 -0.67 6.04 6.82 6.49
Hang Seng Hong Kong Composite PR HKD TR 09-21-18 3.29 -8.19 0.58 -6.30 -3.04 8.29 3.36
Hang Seng HSI PR HKD PR 09-21-18 2.45 -6.57 0.72 -4.58 -0.56 8.71 3.53
MSCI AC Far East Ex Japan PR USD PR 09-21-18 2.45 -7.40 1.16 -4.09 -2.54 10.26 3.50
MSCI ACWI PR USD PR 09-21-18 1.62 2.89 2.07 3.64 8.60 10.33 6.38
MSCI EAFE NR USD TR 09-21-18 2.90 -0.55 2.58 2.04 4.07 8.43 4.43
MSCI EAFE PR LCL PR 09-21-18 2.38 -0.93 1.49 1.64 3.24 5.50 4.69
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 09-21-18 1.80 -1.19 -0.16 1.07 1.68 5.15 3.93
MSCI EM Latin America PR USD PR 09-21-18 4.58 -9.94 2.18 5.82 -14.50 8.99 -5.59
MSCI EM PR LCL PR 09-21-18 1.56 -4.21 0.86 -1.14 -0.91 9.05 4.47
MSCI EM PR USD PR 09-21-18 2.23 -9.24 0.68 -2.66 -5.12 8.83 0.74
MSCI Europe NR USD TR 09-21-18 2.67 -1.03 2.29 2.73 1.71 7.10 3.80
MSCI Europe PR LCL PR 09-21-18 1.92 -1.36 -0.03 1.43 0.88 5.00 4.12
MSCI Hong Kong PR USD PR 09-21-18 2.43 -5.03 0.46 -1.83 -0.63 7.86 4.40
MSCI Japan NR USD TR 09-21-18 3.84 1.13 4.95 1.36 10.38 10.97 6.66
MSCI Japan PR LCL PR 09-21-18 4.24 -0.01 6.86 3.54 8.46 6.48 7.37
MSCI North America NR USD TR 09-21-18 0.85 10.04 2.26 6.43 17.77 15.27 12.22
MSCI Pacific Ex Japan NR USD TR 09-21-18 2.29 -2.14 -0.56 -0.50 3.86 11.64 3.61
MSCI Pacific Ex Japan PR LCL PR 09-21-18 1.13 -1.09 -0.92 -1.16 5.12 6.69 2.93
MSCI Pacific NR USD TR 09-21-18 3.33 0.05 3.09 0.75 8.18 11.21 5.61
MSCI Pacific PR LCL PR 09-21-18 3.22 -0.37 4.24 1.98 7.34 6.59 5.71
MSCI World ex USA NR USD TR 09-21-18 2.87 -0.61 2.41 2.12 3.98 8.47 4.27
MSCI World Ex USA PR LCL PR 09-21-18 2.31 -0.84 1.31 1.44 3.43 5.50 4.71
Nikkei 225 Average PR JPY PR 09-21-18 3.36 4.85 7.43 5.19 17.31 9.72 10.12
S&P BSE SENSEX India INR PR 09-21-18 -3.28 8.18 -3.77 3.98 13.81 12.04 12.70
S&P/ASX All Ordinaries PR PR 09-21-18 0.46 2.24 -1.21 -0.43 10.30 7.35 3.65
S&P/TSX Composite PR PR 09-21-18 1.32 0.09 -0.45 -0.68 4.98 5.59 4.84
SIX SMI PR CHF PR 09-21-18 0.28 -4.12 -0.96 6.33 -1.52 0.80 2.11
SIX SMI TR CHF PR 09-21-18 0.39 -0.80 -0.86 6.44 1.89 4.30 5.50
SSE Composite PR CNY PR 09-21-18 4.32 -15.41 2.33 -2.72 -16.69 -3.95 5.00
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 09-21-18 1.18 5.15 1.71 3.86 11.77 13.10 9.20
Con Tgt Risk TR USD TR 09-21-18 0.16 0.10 -0.08 1.02 1.61 3.89 3.11
Mod Agg Tgt Risk TR USD TR 09-21-18 0.97 3.83 1.34 3.26 9.36 11.15 7.98
Mod Con Tgt Risk TR USD TR 09-21-18 0.43 1.48 0.40 1.87 4.34 6.44 4.96
Mod Tgt Risk TR USD TR 09-21-18 0.71 2.59 0.87 2.55 6.74 8.77 6.50
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 09-21-18 0.52 3.03 0.71 2.29 6.44 7.03 5.45
Lifetime Agg 2005 TR USD TR 09-21-18 0.53 3.00 0.71 2.34 6.62 7.42 5.79
Lifetime Agg 2010 TR USD TR 09-21-18 0.57 3.02 0.73 2.45 7.00 8.00 6.23
Lifetime Agg 2015 TR USD TR 09-21-18 0.64 3.19 0.81 2.64 7.61 8.73 6.78
Lifetime Agg 2020 TR USD TR 09-21-18 0.73 3.56 0.96 2.90 8.50 9.68 7.42
Lifetime Agg 2025 TR USD TR 09-21-18 0.87 4.12 1.18 3.23 9.66 10.80 8.12
Lifetime Agg 2030 TR USD TR 09-21-18 1.01 4.71 1.43 3.56 10.82 11.84 8.69
Lifetime Agg 2035 TR USD TR 09-21-18 1.13 5.09 1.62 3.78 11.58 12.53 9.00
Lifetime Agg 2040 TR USD TR 09-21-18 1.20 5.16 1.71 3.83 11.79 12.77 9.04
Lifetime Agg 2045 TR USD TR 09-21-18 1.23 5.02 1.71 3.77 11.65 12.76 8.94
Lifetime Agg 2050 TR USD TR 09-21-18 1.24 4.82 1.70 3.68 11.42 12.70 8.81
Lifetime Agg 2055 TR USD TR 09-21-18 1.26 4.63 1.68 3.59 11.18 12.63 8.68
Lifetime Agg Incm TR USD TR 09-21-18 0.52 3.03 0.71 2.29 6.44 7.03 5.41
Lifetime Con 2000 TR USD TR 09-21-18 0.22 1.27 0.12 1.16 3.03 4.13 3.21
Lifetime Con 2005 TR USD TR 09-21-18 0.21 1.09 0.07 1.15 2.98 4.33 3.45
Lifetime Con 2010 TR USD TR 09-21-18 0.20 0.87 0.00 1.18 3.03 4.68 3.79
Lifetime Con 2015 TR USD TR 09-21-18 0.22 0.81 -0.01 1.29 3.31 5.18 4.22
Lifetime Con 2020 TR USD TR 09-21-18 0.27 0.89 0.03 1.46 3.76 5.80 4.71
Lifetime Con 2025 TR USD TR 09-21-18 0.33 1.11 0.13 1.67 4.37 6.53 5.26
Lifetime Con 2030 TR USD TR 09-21-18 0.43 1.54 0.30 1.95 5.30 7.50 5.94
Lifetime Con 2035 TR USD TR 09-21-18 0.58 2.25 0.57 2.35 6.64 8.75 6.74
Lifetime Con 2040 TR USD TR 09-21-18 0.75 3.03 0.88 2.77 8.09 10.02 7.46
Lifetime Con 2045 TR USD TR 09-21-18 0.90 3.61 1.14 3.08 9.18 10.94 7.91
Lifetime Con 2050 TR USD TR 09-21-18 0.98 3.81 1.26 3.21 9.61 11.36 8.07
Lifetime Con 2055 TR USD TR 09-21-18 1.02 3.79 1.30 3.21 9.69 11.51 8.06
Lifetime Con Incm TR USD TR 09-21-18 0.22 1.27 0.12 1.16 3.03 4.13 3.17
Lifetime Mod 2000 TR USD TR 09-21-18 0.37 2.18 0.42 1.75 4.77 5.56 4.33
Lifetime Mod 2005 TR USD TR 09-21-18 0.38 2.06 0.40 1.77 4.83 5.84 4.61
Lifetime Mod 2010 TR USD TR 09-21-18 0.39 1.95 0.37 1.83 5.03 6.28 4.99
Lifetime Mod 2015 TR USD TR 09-21-18 0.43 2.00 0.39 1.97 5.43 6.87 5.45
Lifetime Mod 2020 TR USD TR 09-21-18 0.49 2.20 0.48 2.17 6.06 7.62 6.01
Lifetime Mod 2025 TR USD TR 09-21-18 0.60 2.63 0.65 2.46 7.04 8.64 6.72
Lifetime Mod 2030 TR USD TR 09-21-18 0.75 3.32 0.92 2.84 8.38 9.89 7.50
Lifetime Mod 2035 TR USD TR 09-21-18 0.91 4.03 1.21 3.24 9.73 11.08 8.15
Lifetime Mod 2040 TR USD TR 09-21-18 1.05 4.51 1.44 3.50 10.64 11.87 8.53
Lifetime Mod 2045 TR USD TR 09-21-18 1.12 4.64 1.54 3.58 10.96 12.20 8.62
Lifetime Mod 2050 TR USD TR 09-21-18 1.15 4.54 1.56 3.55 10.88 12.23 8.55
Lifetime Mod 2055 TR USD TR 09-21-18 1.17 4.38 1.55 3.48 10.72 12.21 8.45
Lifetime Mod Incm TR USD TR 09-21-18 0.37 2.18 0.42 1.75 4.77 5.56 4.29
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 09-21-18 0.80 5.52 3.14 3.86 11.96 0.62 -1.57
Lng/Shrt Cmdty TR TR 09-21-18 0.29 8.53 3.30 6.06 15.26 -0.15 -0.71
Lng-Only Cmdty TR TR 09-21-18 2.05 2.75 2.77 1.58 9.79 0.84 -8.19
Shrt/Flt Cmdty TR TR 09-21-18 -1.11 3.88 0.42 2.78 3.77 -0.80 0.82
Shrt-Only Cmdty TR TR 09-21-18 -1.86 -0.17 -1.88 0.31 -5.35 -2.10 6.41
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