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 02-16-18 4.42 2.28 -1.38 6.00 18.10 11.16 14.54
Style
US Core TR 02-16-18 4.21 0.83 -2.40 4.46 15.90 10.86 14.62
US Growth TR 02-16-18 4.90 5.70 0.85 8.13 28.10 12.41 16.25
US Large Cap TR 02-16-18 4.42 2.78 -1.24 6.36 19.87 11.83 14.96
US Large Core TR 02-16-18 4.35 1.12 -2.48 4.47 17.37 11.72 15.26
US Large Growth TR 02-16-18 4.71 6.58 1.16 8.98 30.61 13.41 17.30
US Large Val TR 02-16-18 4.18 0.58 -2.49 5.65 12.05 10.30 12.30
US Mid Cap TR 02-16-18 4.46 1.40 -1.46 5.43 14.82 9.65 13.85
US Mid Core TR 02-16-18 3.94 0.30 -1.89 4.48 13.70 8.76 13.38
US Mid Growth TR 02-16-18 5.31 3.62 -0.05 6.17 22.01 9.52 13.40
US Mid Val TR 02-16-18 4.08 0.23 -2.46 5.72 8.80 10.60 14.72
US Small Cap TR 02-16-18 4.31 -0.34 -2.61 3.84 9.89 8.63 12.04
US Small Core TR 02-16-18 3.48 -0.63 -3.00 4.40 8.78 8.79 12.17
US Small Growth TR 02-16-18 5.75 2.51 0.11 4.84 19.78 10.13 13.18
US Small Val TR 02-16-18 3.74 -2.81 -4.89 2.39 1.56 6.85 10.67
US Value TR 02-16-18 4.13 0.27 -2.65 5.46 10.68 10.14 12.70
Sector
US Cyclcl Sup Sec TR 02-16-18 4.26 3.26 -0.49 8.66 19.40 12.56 15.17
US Basic Materials TR 02-16-18 4.16 -0.18 -3.34 4.58 15.22 8.80 10.14
US Consumr Cyclcl TR 02-16-18 4.14 5.86 0.57 12.28 24.88 12.71 16.26
US Financial Services TR 02-16-18 4.78 4.46 -0.08 10.77 21.77 16.08 17.59
US Real Estate TR 02-16-18 2.04 -7.97 -3.62 -8.46 -3.69 0.99 5.98
US Dfnsve Sup Sec TR 02-16-18 3.82 0.82 -1.54 2.74 12.91 7.79 14.07
US Consumr Dfnsve TR 02-16-18 3.37 -1.94 -2.04 2.82 6.64 7.23 11.73
US Healthcare TR 02-16-18 4.26 3.72 -1.54 5.72 18.73 8.14 16.82
US Utilities TR 02-16-18 2.93 -5.00 -0.22 -9.77 4.89 7.50 10.42
US Snstve Sup Sec TR 02-16-18 4.91 2.30 -2.03 5.69 20.13 12.10 14.34
US Commun Svc Capped TR 02-16-18 4.25 -1.35 -0.30 4.99 -0.22 7.45 11.03
US Energy Capped TR 02-16-18 2.52 -5.86 -11.01 2.20 -3.43 -4.06 -0.57
US Industrials TR 02-16-18 4.65 1.64 -2.88 8.51 18.29 12.24 15.42
US Technology TR 02-16-18 5.95 5.53 0.73 4.98 32.29 18.38 20.47
Moat
Morningstar Wide Moat Focus TR 02-16-18 3.72 2.40 -2.21 8.08 17.91 14.10 15.26
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 02-16-18 4.36 2.37 -1.94 8.14 25.20 14.70 15.32
NASDAQ Composite PR PR 02-16-18 5.31 4.87 0.22 6.57 24.50 13.94 17.80
NYSE Composite PR --- 02-16-18 3.78 0.51 -2.81 4.64 11.91 5.25 7.58
Russell 2000 TR TR 02-16-18 4.49 0.63 -1.79 4.14 11.78 9.59 12.36
S&P 500 TR TR 02-16-18 4.37 2.46 -1.40 6.17 18.72 11.53 14.82
S&P MidCap 400 TR 02-16-18 4.47 0.19 -2.48 3.93 11.43 9.91 12.98
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 02-15-18 -0.41 -2.32 -1.82 -2.07 1.16 1.32 1.89
US Inter Core Bd TR Bond TR 02-15-18 -0.33 -2.00 -1.60 -2.03 0.57 1.30 1.88
US Lng Core Bd TR Bond TR 02-15-18 -0.76 -4.72 -3.70 -3.62 3.14 1.78 3.14
US Shrt Core Bd TR Bond TR 02-15-18 -0.23 -0.60 -0.43 -0.69 0.36 0.81 0.86
Corporate
US Corp Bd TR Bond TR 02-15-18 -0.67 -2.55 -2.14 -1.64 3.27 2.56 3.03
US Inter Corp Bd TR Bond TR 02-15-18 -0.67 -1.76 -1.42 -1.57 2.11 2.43 2.69
US Lng Corp Bd TR Bond TR 02-15-18 -0.92 -4.16 -3.53 -2.37 5.21 3.24 4.08
US Shrt Corp Bd TR Bond TR 02-15-18 -0.31 -0.60 -0.50 -0.55 1.27 1.62 1.69
Government
US Gov Bd TR Bond TR 02-15-18 -0.37 -2.33 -1.65 -2.44 0.05 0.37 0.96
US Inter Gov Bd TR Bond TR 02-15-18 -0.47 -1.97 -1.37 -2.38 -0.45 0.51 0.81
US Lng Gov Bd TR Bond TR 02-15-18 -0.57 -5.40 -3.90 -5.12 0.65 0.06 2.24
US Shrt Gov Bd TR Bond TR 02-15-18 -0.19 -0.59 -0.40 -0.75 -0.08 0.42 0.52
Other
Mortgage TR Bond TR 02-15-18 -0.19 -2.07 -1.74 -2.00 0.62 1.35 2.10
US TIPS TR TR 02-16-18 0.17 -2.01 -1.57 -1.28 0.29 1.17 0.04
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 02-16-18 -0.21 -2.12 -1.69 -1.76 1.04 1.23 1.80
BBgBarc US Government TR TR 02-16-18 -0.27 -2.13 -1.54 -2.06 -0.11 0.42 0.99
BBgBarc US MBS TR TR 02-16-18 -0.14 -1.89 -1.52 -1.72 0.47 1.05 1.73
ICE BofAML US High Yield TR TR 02-16-18 0.84 -0.42 -1.25 0.43 4.81 5.55 5.43
USTREAS T-Bill Auction Ave 3 --- 01-31-18 --- 0.12 0.12 0.34 1.05 0.49 0.31
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-18 --- -2.56 -2.56 -2.34 -0.06 -1.05 0.91
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 02-16-18 -0.12 -1.51 -1.16 -1.24 3.24 2.23 2.61
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 02-16-18 2.33 4.96 0.74 12.29 23.75 -1.40 -1.38
Euronext BEL 20 PR EUR PR 02-16-18 1.67 -0.92 -5.35 -1.27 8.89 3.43 9.22
Euronext Paris CAC 40 NR EUR TR 02-16-18 3.98 -0.55 -4.20 -0.83 10.19 6.05 10.17
Euronext Paris CAC 40 PR EUR PR 02-16-18 3.98 -0.58 -4.21 -1.03 7.80 3.59 7.61
FSE DAX PR EUR PR 02-16-18 2.84 -3.88 -6.27 -4.84 3.15 1.65 7.30
FSE DAX TR EUR TR 02-16-18 2.85 -3.60 -6.00 -4.56 5.91 4.46 10.40
FTSE 100 PR GBP PR 02-16-18 2.85 -5.11 -5.95 -1.25 0.23 2.08 2.88
FTSE 100 TR GBP TR 02-16-18 3.20 -4.74 -5.59 -0.65 4.20 6.16 6.82
FTSE 250 PR GBP PR 02-16-18 2.69 -4.79 -5.48 -0.59 5.50 5.38 7.80
Hang Seng Hong Kong Composite PR HKD TR 02-15-18 2.37 3.73 -0.92 7.32 30.71 8.48 5.68
Hang Seng HSI PR HKD PR 02-15-18 2.18 4.00 -0.71 7.85 29.68 8.03 5.82
MSCI AC Far East Ex Japan PR USD PR 02-16-18 4.68 2.24 -2.99 3.59 29.51 8.04 5.33
MSCI ACWI PR USD PR 02-16-18 4.33 1.87 -2.21 5.21 17.57 6.90 8.02
MSCI EAFE NR USD TR 02-16-18 4.27 1.35 -3.12 4.81 21.13 6.91 7.37
MSCI EAFE PR LCL PR 02-16-18 2.36 -2.75 -5.45 -1.14 6.61 2.73 6.61
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 02-16-18 3.02 -2.39 -4.57 -1.12 5.30 2.12 5.16
MSCI EM Latin America PR USD PR 02-16-18 5.36 9.98 3.64 13.62 16.83 5.67 -4.35
MSCI EM PR LCL PR 02-16-18 3.93 2.33 -1.93 3.41 22.58 7.42 5.74
MSCI EM PR USD PR 02-16-18 4.98 3.56 -1.49 6.61 26.87 6.83 2.38
MSCI Europe NR USD TR 02-16-18 5.00 1.38 -2.78 4.69 22.75 5.88 6.82
MSCI Europe PR LCL PR 02-16-18 3.19 -2.57 -4.89 -1.59 4.99 2.31 5.55
MSCI Hong Kong PR USD PR 02-16-18 3.71 -0.98 -4.30 1.93 20.24 6.07 5.52
MSCI Japan NR USD TR 02-16-18 2.84 2.17 -4.14 5.23 20.91 10.67 11.31
MSCI Japan PR LCL PR 02-16-18 0.34 -3.83 -8.17 -1.20 11.15 4.76 12.07
MSCI North America NR USD TR 02-16-18 4.33 2.07 -1.61 5.66 17.18 10.19 13.21
MSCI Pacific Ex Japan NR USD TR 02-16-18 3.39 -0.37 -2.81 4.20 14.74 6.25 4.05
MSCI Pacific Ex Japan PR LCL PR 02-16-18 2.07 -1.59 -2.93 0.81 7.70 1.60 3.50
MSCI Pacific NR USD TR 02-16-18 3.02 1.32 -3.71 4.89 18.83 9.12 8.52
MSCI Pacific PR LCL PR 02-16-18 0.91 -3.11 -6.48 -0.54 9.98 3.61 8.64
MSCI World ex USA NR USD TR 02-16-18 4.20 0.84 -3.39 4.30 19.51 6.52 6.88
MSCI World Ex USA PR LCL PR 02-16-18 2.39 -2.92 -5.46 -1.31 5.80 2.51 6.38
Nikkei 225 Average PR JPY PR 02-16-18 1.58 -4.59 -9.32 -2.82 12.26 6.45 14.22
S&P BSE SENSEX India INR PR 02-16-18 0.01 -0.14 -2.19 2.73 20.17 5.29 11.80
S&P/ASX All Ordinaries PR PR 02-16-18 1.13 -2.63 -2.61 -0.31 2.42 0.88 3.51
S&P/TSX Composite PR PR 02-16-18 2.78 -4.67 -5.19 -3.03 -2.59 0.41 4.02
SIX SMI PR CHF PR 02-16-18 3.51 -4.21 -5.04 -1.75 6.13 1.04 3.68
SIX SMI TR CHF PR 02-16-18 3.51 -4.21 -5.04 -1.75 9.63 4.40 7.04
SSE Composite PR CNY PR 02-14-18 -3.33 -3.27 -6.70 -6.72 -0.58 -0.05 5.63
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 02-15-18 4.12 1.28 -2.47 5.81 17.53 9.32 10.64
Con Tgt Risk TR USD TR 02-15-18 0.68 -0.94 -1.56 0.18 4.82 2.98 3.07
Mod Agg Tgt Risk TR USD TR 02-15-18 3.39 0.76 -2.35 4.59 14.87 8.08 9.18
Mod Con Tgt Risk TR USD TR 02-15-18 1.58 -0.47 -1.91 1.55 7.97 4.82 5.31
Mod Tgt Risk TR USD TR 02-15-18 2.48 0.09 -2.14 2.98 11.16 6.40 7.24
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 02-15-18 2.09 0.08 -1.57 2.28 8.34 4.88 5.74
Lifetime Agg 2005 TR USD TR 02-15-18 2.17 0.00 -1.71 2.35 8.87 5.14 6.19
Lifetime Agg 2010 TR USD TR 02-15-18 2.34 -0.07 -1.92 2.54 9.72 5.54 6.78
Lifetime Agg 2015 TR USD TR 02-15-18 2.57 -0.04 -2.11 2.87 10.78 6.05 7.52
Lifetime Agg 2020 TR USD TR 02-15-18 2.89 0.10 -2.28 3.38 12.12 6.70 8.40
Lifetime Agg 2025 TR USD TR 02-15-18 3.28 0.37 -2.42 4.06 13.69 7.47 9.32
Lifetime Agg 2030 TR USD TR 02-15-18 3.66 0.67 -2.52 4.76 15.21 8.19 10.04
Lifetime Agg 2035 TR USD TR 02-15-18 3.91 0.89 -2.58 5.26 16.26 8.66 10.40
Lifetime Agg 2040 TR USD TR 02-15-18 3.98 0.97 -2.62 5.46 16.74 8.83 10.44
Lifetime Agg 2045 TR USD TR 02-15-18 3.96 0.97 -2.64 5.48 16.88 8.83 10.34
Lifetime Agg 2050 TR USD TR 02-15-18 3.91 0.94 -2.66 5.47 16.94 8.79 10.22
Lifetime Agg 2055 TR USD TR 02-15-18 3.85 0.92 -2.67 5.45 16.99 8.75 10.08
Lifetime Agg Incm TR USD TR 02-15-18 2.09 0.08 -1.57 2.28 8.34 4.89 5.67
Lifetime Con 2000 TR USD TR 02-15-18 0.94 -0.43 -1.14 0.69 4.72 2.92 2.92
Lifetime Con 2005 TR USD TR 02-15-18 0.95 -0.61 -1.29 0.61 5.00 3.05 3.20
Lifetime Con 2010 TR USD TR 02-15-18 1.01 -0.83 -1.54 0.58 5.53 3.28 3.63
Lifetime Con 2015 TR USD TR 02-15-18 1.15 -0.96 -1.76 0.70 6.29 3.64 4.18
Lifetime Con 2020 TR USD TR 02-15-18 1.34 -0.99 -1.96 0.93 7.19 4.07 4.80
Lifetime Con 2025 TR USD TR 02-15-18 1.58 -0.93 -2.13 1.27 8.24 4.59 5.54
Lifetime Con 2030 TR USD TR 02-15-18 1.92 -0.72 -2.26 1.83 9.61 5.27 6.49
Lifetime Con 2035 TR USD TR 02-15-18 2.38 -0.36 -2.37 2.64 11.35 6.14 7.55
Lifetime Con 2040 TR USD TR 02-15-18 2.86 0.03 -2.47 3.50 13.14 7.02 8.47
Lifetime Con 2045 TR USD TR 02-15-18 3.22 0.34 -2.54 4.18 14.52 7.65 8.99
Lifetime Con 2050 TR USD TR 02-15-18 3.36 0.47 -2.59 4.48 15.19 7.93 9.16
Lifetime Con 2055 TR USD TR 02-15-18 3.40 0.51 -2.62 4.61 15.53 8.04 9.16
Lifetime Con Incm TR USD TR 02-15-18 0.94 -0.43 -1.14 0.69 4.72 2.94 2.88
Lifetime Mod 2000 TR USD TR 02-15-18 1.54 -0.21 -1.37 1.45 6.45 3.85 4.34
Lifetime Mod 2005 TR USD TR 02-15-18 1.58 -0.34 -1.52 1.45 6.84 4.03 4.69
Lifetime Mod 2010 TR USD TR 02-15-18 1.69 -0.49 -1.74 1.52 7.50 4.34 5.18
Lifetime Mod 2015 TR USD TR 02-15-18 1.86 -0.54 -1.94 1.72 8.36 4.75 5.79
Lifetime Mod 2020 TR USD TR 02-15-18 2.10 -0.50 -2.12 2.07 9.43 5.28 6.55
Lifetime Mod 2025 TR USD TR 02-15-18 2.45 -0.31 -2.28 2.64 10.86 5.98 7.52
Lifetime Mod 2030 TR USD TR 02-15-18 2.91 0.03 -2.41 3.43 12.61 6.85 8.56
Lifetime Mod 2035 TR USD TR 02-15-18 3.34 0.39 -2.51 4.23 14.30 7.66 9.38
Lifetime Mod 2040 TR USD TR 02-15-18 3.64 0.65 -2.57 4.80 15.50 8.21 9.81
Lifetime Mod 2045 TR USD TR 02-15-18 3.75 0.76 -2.61 5.06 16.09 8.43 9.91
Lifetime Mod 2050 TR USD TR 02-15-18 3.74 0.76 -2.63 5.11 16.27 8.46 9.84
Lifetime Mod 2055 TR USD TR 02-15-18 3.71 0.75 -2.65 5.12 16.39 8.45 9.74
Lifetime Mod Incm TR USD TR 02-15-18 1.54 -0.21 -1.37 1.45 6.45 3.87 4.28
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 02-16-18 2.09 -0.69 -2.01 2.71 1.41 -2.05 -3.51
Lng/Shrt Cmdty TR TR 02-16-18 1.47 -1.26 -2.87 2.23 1.86 -2.86 -2.64
Lng-Only Cmdty TR TR 02-16-18 2.71 -0.66 -1.84 3.08 1.87 -5.72 -9.65
Shrt/Flt Cmdty TR TR 02-16-18 -0.61 0.03 -0.13 0.24 -0.44 -1.02 0.75
Shrt-Only Cmdty TR TR 02-16-18 -2.45 0.56 1.85 -2.31 -1.32 2.44 7.26
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