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 06-21-17 -0.20 9.50 2.41 4.47 19.22 9.31 15.31
Style
US Core TR 06-21-17 -0.23 10.30 2.36 4.21 21.52 10.20 16.36
US Growth TR 06-21-17 0.42 16.36 3.04 8.57 21.31 10.53 15.46
US Large Cap TR 06-21-17 0.10 10.57 2.70 4.77 19.91 9.92 15.24
US Large Core TR 06-21-17 0.23 11.94 2.82 4.73 23.72 11.18 16.78
US Large Growth TR 06-21-17 0.55 17.69 3.22 9.03 22.19 11.61 15.91
US Large Val TR 06-21-17 -0.56 2.76 2.01 0.63 13.99 6.95 13.11
US Mid Cap TR 06-21-17 -0.79 7.87 1.62 3.85 17.06 8.11 15.85
US Mid Core TR 06-21-17 -1.09 7.89 1.26 2.95 15.36 8.20 15.61
US Mid Growth TR 06-21-17 -0.05 13.27 2.11 7.02 18.10 7.65 14.19
US Mid Val TR 06-21-17 -1.25 2.63 1.46 1.67 17.78 8.40 17.83
US Small Cap TR 06-21-17 -1.52 3.59 1.65 3.11 18.36 6.40 14.39
US Small Core TR 06-21-17 -2.10 2.44 1.18 2.96 19.27 6.61 14.79
US Small Growth TR 06-21-17 0.29 11.44 3.81 8.07 21.19 7.21 14.29
US Small Val TR 06-21-17 -2.80 -2.81 -0.17 -1.79 14.20 5.28 13.97
US Value TR 06-21-17 -0.85 2.35 1.75 0.66 14.80 7.15 14.14
Sector
US Cyclcl Sup Sec TR 06-21-17 -0.85 7.52 2.79 4.11 22.22 10.20 16.44
US Basic Materials TR 06-21-17 -1.51 8.53 1.37 2.61 17.05 4.74 11.45
US Consumr Cyclcl TR 06-21-17 -0.43 11.61 1.82 5.53 17.53 11.18 17.04
US Financial Services TR 06-21-17 -1.18 5.07 3.75 3.35 32.54 11.26 18.75
US Real Estate TR 06-21-17 -0.15 4.75 3.10 4.23 4.54 8.04 10.04
US Dfnsve Sup Sec TR 06-21-17 0.86 13.48 4.60 5.66 12.20 10.87 16.04
US Consumr Dfnsve TR 06-21-17 -1.73 8.41 1.33 2.26 6.85 10.26 13.81
US Healthcare TR 06-21-17 2.71 17.22 6.87 8.04 16.22 11.32 18.93
US Utilities TR 06-21-17 -0.07 11.89 3.81 4.85 10.33 11.02 12.66
US Snstve Sup Sec TR 06-21-17 -0.31 8.83 0.77 4.06 21.63 7.73 14.13
US Commun Svc Capped TR 06-21-17 -2.33 2.19 0.92 0.13 12.37 9.67 15.05
US Energy Capped TR 06-21-17 -2.95 -15.29 -6.55 -7.78 -6.04 -12.82 2.07
US Industrials TR 06-21-17 -0.62 8.80 2.79 4.89 21.26 9.07 16.68
US Technology TR 06-21-17 0.88 19.58 1.69 8.18 35.71 15.76 17.58
Moat
Morningstar Wide Moat Focus TR 06-21-17 0.32 13.12 3.76 5.97 21.45 11.00 17.47
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 06-21-17 0.20 9.66 3.11 4.22 23.17 10.85 14.07
NASDAQ Composite PR PR 06-21-17 0.63 15.81 2.47 7.60 28.70 12.59 16.87
NYSE Composite PR --- 06-21-17 -0.71 5.78 1.33 2.42 11.49 2.01 9.10
Russell 2000 TR TR 06-21-17 -1.28 3.72 2.47 4.27 23.00 7.09 14.42
S&P 500 TR TR 06-21-17 -0.06 9.86 2.44 4.43 19.06 9.75 15.38
S&P MidCap 400 TR 06-21-17 -1.51 5.22 1.51 3.13 17.92 8.47 15.52
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 06-21-17 0.00 2.88 0.68 2.24 1.26 3.03 2.46
US Inter Core Bd TR Bond TR 06-21-17 -0.17 2.19 0.33 1.71 1.01 2.86 2.51
US Lng Core Bd TR Bond TR 06-21-17 0.35 6.29 2.04 5.09 2.32 5.48 3.94
US Shrt Core Bd TR Bond TR 06-21-17 -0.03 0.99 0.05 0.59 0.73 1.21 1.16
Corporate
US Corp Bd TR Bond TR 06-21-17 0.08 4.33 1.04 3.19 4.06 3.88 4.10
US Inter Corp Bd TR Bond TR 06-21-17 -0.14 3.52 0.47 2.28 3.21 3.41 3.99
US Lng Corp Bd TR Bond TR 06-21-17 0.25 6.55 1.93 5.20 5.97 5.45 5.35
US Shrt Corp Bd TR Bond TR 06-21-17 -0.01 1.68 0.16 0.91 1.88 1.85 2.32
Government
US Gov Bd TR Bond TR 06-21-17 0.07 2.56 0.69 2.02 -0.52 2.41 1.39
US Inter Gov Bd TR Bond TR 06-21-17 -0.17 2.18 0.29 1.63 -0.37 2.35 1.44
US Lng Gov Bd TR Bond TR 06-21-17 0.47 6.00 2.18 4.96 -1.72 5.72 2.65
US Shrt Gov Bd TR Bond TR 06-21-17 -0.04 0.66 -0.01 0.43 0.18 0.90 0.75
Other
Mortgage TR Bond TR 06-21-17 -0.17 1.87 0.31 1.61 1.04 2.90 2.62
US TIPS TR TR 06-21-17 -0.29 1.31 -0.42 0.36 1.22 1.07 0.32
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 06-21-17 0.02 2.79 0.73 2.24 1.16 2.83 2.30
BBgBarc US Government TR TR 06-21-17 0.08 2.46 0.74 2.04 -0.47 2.37 1.38
BBgBarc US MBS TR TR 06-21-17 -0.15 1.75 0.30 1.55 0.84 2.44 2.09
BofAML US HY Master II TR TR 06-21-17 -0.57 4.57 0.22 2.79 12.65 4.36 6.96
USTREAS T-Bill Auction Ave 3 --- 05-31-17 --- 0.30 0.08 0.21 0.52 0.24 0.17
USTREAS T-Bill Cnst Mat Rate 10 TR --- --- --- --- --- --- --- ---
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 06-21-17 0.00 4.11 0.83 3.02 0.66 3.67 3.38
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 06-21-17 -1.94 14.99 0.14 4.91 3.80 -9.93 -3.22
Euronext BEL 20 PR EUR PR 06-22-17 -0.91 6.85 -1.09 3.31 11.60 6.77 12.63
Euronext Paris CAC 40 NR EUR TR 06-22-17 1.32 10.65 -0.04 7.59 23.35 7.72 14.05
Euronext Paris CAC 40 PR EUR PR 06-22-17 1.25 8.63 -0.77 5.75 20.59 5.16 11.31
FSE DAX PR EUR PR 06-21-17 -0.25 8.34 0.88 4.34 24.13 5.62 11.79
FSE DAX TR EUR TR 06-22-17 0.81 11.44 1.38 7.48 27.04 8.61 15.36
FTSE 100 PR GBP PR 06-22-17 0.27 4.15 -0.76 1.56 18.82 2.91 6.17
FTSE 100 TR GBP TR 06-22-17 0.30 6.47 -0.45 2.76 23.60 6.91 10.22
FTSE 250 PR GBP PR 06-22-17 0.54 8.75 -1.28 4.38 15.34 7.57 12.68
Hang Seng Hong Kong Composite PR HKD TR 06-22-17 0.90 17.16 1.52 5.17 24.45 3.44 6.19
Hang Seng HSI PR HKD PR 06-22-17 0.71 17.03 1.40 5.87 23.81 3.54 6.27
MSCI AC Far East Ex Japan PR USD PR 06-21-17 -0.06 21.55 2.65 6.42 25.92 2.99 5.28
MSCI ACWI PR USD PR 06-21-17 -0.56 10.38 1.30 3.92 15.77 2.74 8.79
MSCI EAFE NR USD TR 06-21-17 -1.20 13.71 0.23 5.88 16.58 0.94 9.10
MSCI EAFE PR LCL PR 06-21-17 0.12 7.21 0.59 3.15 19.42 4.23 10.12
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 06-21-17 -0.20 8.01 -0.14 3.37 18.23 3.53 8.79
MSCI EM Latin America PR USD PR 06-21-17 -2.68 5.96 -1.49 -4.40 14.72 -9.96 -6.51
MSCI EM PR LCL PR 06-21-17 0.31 13.24 1.39 4.23 19.33 3.51 4.97
MSCI EM PR USD PR 06-21-17 -0.71 16.72 1.08 3.43 21.94 -1.21 1.54
MSCI Europe NR USD TR 06-21-17 -0.91 15.37 -0.90 7.92 16.37 -0.54 9.22
MSCI Europe PR LCL PR 06-21-17 0.16 8.36 -0.16 3.97 19.69 3.93 9.30
MSCI Hong Kong PR USD PR 06-21-17 -0.77 19.43 2.33 5.35 22.00 4.77 8.45
MSCI Japan NR USD TR 06-22-17 0.66 10.67 2.16 5.32 18.53 5.81 10.46
MSCI Japan PR LCL PR 06-22-17 1.35 4.76 2.43 4.71 23.67 7.00 15.73
MSCI North America NR USD TR 06-21-17 -0.12 9.17 2.27 4.03 17.75 8.04 13.81
MSCI Pacific Ex Japan NR USD TR 06-21-17 -2.82 11.40 0.78 -0.06 17.57 0.83 6.66
MSCI Pacific Ex Japan PR LCL PR 06-21-17 -2.16 6.24 -0.19 0.29 12.78 1.76 6.48
MSCI Pacific NR USD TR 06-21-17 -1.74 10.83 2.26 2.39 17.43 4.00 8.97
MSCI Pacific PR LCL PR 06-21-17 0.04 5.34 1.93 1.80 19.48 5.03 11.90
MSCI World ex USA NR USD TR 06-21-17 -1.16 12.48 0.21 5.31 15.76 0.46 8.51
MSCI World Ex USA PR LCL PR 06-21-17 0.10 6.44 0.36 2.77 18.50 3.86 9.71
Nikkei 225 Average PR JPY PR 06-22-17 1.41 5.21 2.20 5.61 25.18 9.42 17.98
S&P BSE SENSEX India INR PR 06-22-17 0.69 17.52 2.35 7.28 16.91 7.62 13.01
S&P/ASX All Ordinaries PR PR 06-22-17 -0.94 0.40 -1.19 0.18 7.34 2.06 7.00
S&P/TSX Composite PR PR 06-21-17 -0.14 -0.91 -2.00 -1.07 8.11 0.09 5.84
SIX SMI PR CHF PR 06-22-17 2.24 10.11 -0.37 5.64 13.54 1.32 8.61
SIX SMI TR CHF PR 06-22-17 2.24 13.62 -0.35 7.67 17.44 4.70 12.11
SSE Composite PR CNY PR 06-22-17 0.48 1.41 2.33 -3.01 8.33 15.80 6.84
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 06-21-17 -0.66 9.86 1.57 4.17 17.72 5.45 11.77
Con Tgt Risk TR USD TR 06-21-17 -0.30 3.93 0.58 2.20 4.10 2.41 3.57
Mod Agg Tgt Risk TR USD TR 06-21-17 -0.57 8.69 1.40 3.81 14.97 4.92 10.20
Mod Con Tgt Risk TR USD TR 06-21-17 -0.37 5.53 0.90 2.74 7.75 3.55 6.01
Mod Tgt Risk TR USD TR 06-21-17 -0.47 6.99 1.15 3.21 11.25 4.26 8.12
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 06-21-17 -0.45 4.77 0.59 2.26 7.54 3.27 6.51
Lifetime Agg 2005 TR USD TR 06-21-17 -0.45 5.20 0.70 2.51 8.15 3.52 7.08
Lifetime Agg 2010 TR USD TR 06-21-17 -0.46 5.77 0.85 2.81 9.05 3.81 7.79
Lifetime Agg 2015 TR USD TR 06-21-17 -0.48 6.40 0.98 3.10 10.20 4.13 8.67
Lifetime Agg 2020 TR USD TR 06-21-17 -0.52 7.12 1.12 3.39 11.71 4.47 9.69
Lifetime Agg 2025 TR USD TR 06-21-17 -0.57 7.87 1.23 3.63 13.48 4.80 10.69
Lifetime Agg 2030 TR USD TR 06-21-17 -0.64 8.51 1.30 3.80 15.12 5.03 11.38
Lifetime Agg 2035 TR USD TR 06-21-17 -0.69 8.90 1.33 3.88 16.18 5.12 11.66
Lifetime Agg 2040 TR USD TR 06-21-17 -0.73 9.08 1.32 3.90 16.60 5.07 11.64
Lifetime Agg 2045 TR USD TR 06-21-17 -0.75 9.14 1.30 3.91 16.68 4.96 11.53
Lifetime Agg 2050 TR USD TR 06-21-17 -0.77 9.19 1.28 3.90 16.69 4.84 11.40
Lifetime Agg 2055 TR USD TR 06-21-17 -0.78 9.24 1.26 3.90 16.70 4.71 11.27
Lifetime Agg Incm TR USD TR 06-21-17 -0.45 4.77 0.59 2.26 7.54 3.28 6.39
Lifetime Con 2000 TR USD TR 06-21-17 -0.40 3.05 0.21 1.56 3.63 1.99 3.38
Lifetime Con 2005 TR USD TR 06-21-17 -0.38 3.38 0.33 1.80 3.87 2.22 3.76
Lifetime Con 2010 TR USD TR 06-21-17 -0.36 3.88 0.49 2.14 4.38 2.51 4.29
Lifetime Con 2015 TR USD TR 06-21-17 -0.35 4.45 0.66 2.48 5.12 2.83 4.94
Lifetime Con 2020 TR USD TR 06-21-17 -0.36 5.05 0.81 2.80 6.02 3.16 5.67
Lifetime Con 2025 TR USD TR 06-21-17 -0.38 5.68 0.95 3.10 7.13 3.50 6.56
Lifetime Con 2030 TR USD TR 06-21-17 -0.42 6.42 1.09 3.39 8.66 3.86 7.69
Lifetime Con 2035 TR USD TR 06-21-17 -0.49 7.24 1.21 3.65 10.63 4.24 8.85
Lifetime Con 2040 TR USD TR 06-21-17 -0.56 8.00 1.29 3.84 12.61 4.54 9.75
Lifetime Con 2045 TR USD TR 06-21-17 -0.62 8.50 1.33 3.94 13.97 4.69 10.16
Lifetime Con 2050 TR USD TR 06-21-17 -0.66 8.78 1.34 3.99 14.68 4.70 10.28
Lifetime Con 2055 TR USD TR 06-21-17 -0.68 8.93 1.34 4.02 14.94 4.64 10.25
Lifetime Con Incm TR USD TR 06-21-17 -0.40 3.05 0.21 1.56 3.63 1.99 3.32
Lifetime Mod 2000 TR USD TR 06-21-17 -0.42 3.84 0.38 1.88 5.47 2.59 4.98
Lifetime Mod 2005 TR USD TR 06-21-17 -0.41 4.21 0.49 2.12 5.87 2.82 5.43
Lifetime Mod 2010 TR USD TR 06-21-17 -0.41 4.72 0.64 2.43 6.54 3.11 6.02
Lifetime Mod 2015 TR USD TR 06-21-17 -0.41 5.29 0.78 2.73 7.43 3.41 6.75
Lifetime Mod 2020 TR USD TR 06-21-17 -0.43 5.93 0.93 3.03 8.60 3.75 7.68
Lifetime Mod 2025 TR USD TR 06-21-17 -0.48 6.69 1.06 3.33 10.22 4.12 8.81
Lifetime Mod 2030 TR USD TR 06-21-17 -0.55 7.51 1.18 3.58 12.19 4.48 9.93
Lifetime Mod 2035 TR USD TR 06-21-17 -0.62 8.21 1.26 3.76 14.03 4.75 10.71
Lifetime Mod 2040 TR USD TR 06-21-17 -0.68 8.67 1.29 3.85 15.25 4.87 11.06
Lifetime Mod 2045 TR USD TR 06-21-17 -0.71 8.88 1.29 3.88 15.76 4.84 11.09
Lifetime Mod 2050 TR USD TR 06-21-17 -0.73 8.97 1.27 3.89 15.90 4.75 11.01
Lifetime Mod 2055 TR USD TR 06-21-17 -0.75 9.04 1.26 3.90 15.96 4.64 10.90
Lifetime Mod Incm TR USD TR 06-21-17 -0.42 3.84 0.38 1.88 5.47 2.60 4.89
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 06-21-17 -0.08 -7.33 -1.05 -0.34 -11.94 -6.95 -4.86
Lng/Shrt Cmdty TR TR 06-21-17 0.78 -6.78 0.58 2.20 -10.15 -5.63 -5.07
Lng-Only Cmdty TR TR 06-21-17 -2.47 -12.90 -8.44 -8.03 -14.63 -20.56 -9.99
Shrt/Flt Cmdty TR TR 06-21-17 2.69 6.83 8.39 8.73 8.39 3.59 0.87
Shrt-Only Cmdty TR TR 06-21-17 2.78 15.42 9.73 9.32 14.39 20.30 6.62
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