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 08-22-19 2.72 18.28 -1.97 2.65 3.28 12.25 9.92
Style
US Core TR 08-22-19 3.06 18.32 -0.95 3.01 2.27 10.53 9.44
US Growth TR 08-22-19 2.39 24.30 -2.08 3.84 6.86 17.17 12.73
US Large Cap TR 08-22-19 2.68 18.01 -1.88 2.98 4.67 13.05 10.53
US Large Core TR 08-22-19 3.11 17.77 -1.04 3.12 2.82 11.13 10.03
US Large Growth TR 08-22-19 2.56 22.52 -1.52 4.24 8.40 17.78 13.34
US Large Val TR 08-22-19 2.58 11.98 -3.00 1.23 1.99 9.29 7.60
US Mid Cap TR 08-22-19 2.72 20.51 -2.10 2.42 2.58 10.97 8.88
US Mid Core TR 08-22-19 2.49 19.99 -1.35 2.37 2.32 9.12 8.13
US Mid Growth TR 08-22-19 2.71 28.78 -2.59 4.02 8.84 15.96 11.17
US Mid Val TR 08-22-19 2.98 12.28 -2.35 0.62 -3.78 7.58 7.09
US Small Cap TR 08-22-19 3.14 14.49 -2.51 -0.21 -8.97 7.46 6.47
US Small Core TR 08-22-19 3.14 15.93 -1.84 1.00 -6.72 6.96 6.32
US Small Growth TR 08-22-19 3.02 21.70 -1.54 2.85 -3.16 13.06 10.05
US Small Val TR 08-22-19 3.20 5.58 -4.47 -4.87 -16.93 2.23 2.95
US Value TR 08-22-19 2.71 11.58 -2.97 0.68 -0.51 8.52 7.21
Sector
US Cyclcl Sup Sec TR 08-22-19 2.69 18.18 -2.83 1.77 1.74 13.31 10.35
US Basic Materials TR 08-22-19 1.31 12.09 -4.47 3.15 -7.34 5.58 3.45
US Consumr Cyclcl TR 08-22-19 3.36 18.82 -3.40 1.86 2.49 14.38 12.03
US Financial Services TR 08-22-19 2.67 17.55 -3.68 0.79 0.50 15.87 11.07
US Real Estate TR 08-22-19 1.78 23.38 4.24 4.82 13.28 6.50 8.11
US Dfnsve Sup Sec TR 08-22-19 1.83 12.75 0.46 3.74 6.72 8.59 9.83
US Consumr Dfnsve TR 08-22-19 2.43 20.74 1.70 5.79 13.51 6.44 9.25
US Healthcare TR 08-22-19 1.54 7.21 -0.85 2.17 0.35 9.08 9.63
US Utilities TR 08-22-19 1.72 18.97 3.12 5.24 19.50 11.48 11.87
US Snstve Sup Sec TR 08-22-19 3.26 21.83 -2.62 2.75 2.62 13.74 9.67
US Commun Svc Capped TR 08-22-19 2.91 25.52 0.75 2.24 17.55 9.26 9.16
US Energy Capped TR 08-22-19 3.07 0.73 -8.64 -9.50 -23.08 -4.44 -8.24
US Industrials TR 08-22-19 3.06 20.41 -2.41 1.78 1.85 11.40 9.42
US Technology TR 08-22-19 3.52 26.77 -2.52 5.39 6.98 21.22 16.09
Moat
Morningstar Wide Moat Focus TR 08-22-19 2.66 17.70 -2.08 3.01 7.36 13.66 11.23
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 08-22-19 2.67 14.36 -3.11 2.52 4.50 15.00 11.76
NASDAQ Composite PR PR 08-22-19 2.89 20.44 -2.59 3.10 1.30 15.07 11.98
NYSE Composite PR --- 08-22-19 2.25 11.55 -3.21 0.13 -2.33 5.47 3.00
Russell 2000 TR TR 08-22-19 3.06 12.64 -2.40 -1.32 -11.31 8.16 6.82
S&P 500 TR TR 08-22-19 2.68 18.14 -1.88 2.86 4.23 12.46 10.25
S&P MidCap 400 TR 08-22-19 2.94 14.76 -2.28 0.62 -5.59 8.22 7.49
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 08-22-19 -0.42 8.31 2.08 4.64 9.25 2.83 3.39
US Inter Core Bd TR Bond TR 08-22-19 -0.14 5.87 0.92 2.88 7.38 2.40 3.02
US Lng Core Bd TR Bond TR 08-22-19 -1.12 18.07 5.66 10.83 17.50 4.58 5.80
US Shrt Core Bd TR Bond TR 08-22-19 -0.17 3.89 0.66 1.94 5.12 1.94 1.78
Corporate
US Corp Bd TR Bond TR 08-22-19 -0.22 12.76 2.69 6.44 12.02 4.32 4.43
US Inter Corp Bd TR Bond TR 08-22-19 -0.03 10.11 1.53 4.45 10.41 3.86 3.96
US Lng Corp Bd TR Bond TR 08-22-19 -0.40 19.73 4.60 10.39 17.20 5.66 5.99
US Shrt Corp Bd TR Bond TR 08-22-19 -0.07 4.97 0.67 2.16 5.87 2.69 2.44
Government
US Gov Bd TR Bond TR 08-22-19 -0.78 7.88 2.73 5.12 9.51 2.22 2.92
US Inter Gov Bd TR Bond TR 08-22-19 -0.45 6.61 1.70 3.95 8.75 2.08 2.73
US Lng Gov Bd TR Bond TR 08-22-19 -1.82 16.21 6.72 11.21 17.73 3.26 5.64
US Shrt Gov Bd TR Bond TR 08-22-19 -0.22 3.39 0.66 1.83 4.78 1.58 1.47
Other
Mortgage TR Bond TR 08-22-19 -0.04 4.61 0.44 2.07 6.14 2.18 2.90
US TIPS TR TR 08-22-19 -0.74 8.11 1.43 4.24 6.35 2.51 2.10
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 08-22-19 -0.32 8.42 2.09 4.71 9.36 2.86 3.29
BBgBarc US Government TR TR 08-22-19 -0.61 7.78 2.66 5.05 9.40 2.22 2.88
BBgBarc US MBS TR TR 08-22-19 -0.05 5.14 0.55 2.42 6.61 2.29 2.72
ICE BofAML US High Yield TR TR 08-22-19 1.01 10.68 0.40 2.13 6.27 6.15 4.80
USTREAS T-Bill Auction Ave 3 --- 07-31-19 --- 1.40 0.18 0.57 2.37 1.52 0.96
USTREAS T-Bill Cnst Mat Rate 10 TR 07-31-19 --- 7.51 -0.01 4.97 11.39 0.68 3.26
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 08-22-19 -0.16 7.43 1.62 3.15 8.52 3.25 3.89
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 08-22-19 0.35 -3.31 -5.53 0.04 -13.34 -3.31 -8.40
Euronext BEL 20 PR EUR PR 08-23-19 -0.55 7.26 -6.56 0.99 -8.42 -0.62 1.92
Euronext Paris CAC 40 NR EUR TR 08-23-19 0.50 14.92 -5.18 1.64 0.68 8.88 7.10
Euronext Paris CAC 40 PR EUR PR 08-23-19 0.49 12.60 -5.18 0.86 -1.71 6.41 4.61
FSE DAX PR EUR PR 08-22-19 2.93 7.85 -4.41 -3.83 -8.08 0.88 1.77
FSE DAX TR EUR TR 08-23-19 0.42 9.97 -7.04 -2.85 -6.10 3.11 4.45
FTSE 100 PR GBP PR 08-23-19 -0.31 5.45 -6.11 -1.88 -6.19 1.09 0.93
FTSE 100 TR GBP TR 08-23-19 -0.23 9.22 -5.17 -0.52 -1.86 5.39 5.07
FTSE 250 PR GBP PR 08-23-19 2.20 9.91 -2.61 1.08 -6.92 2.27 3.91
Hang Seng Hong Kong Composite PR HKD TR 08-22-19 2.63 1.40 -7.31 -4.82 -7.96 4.09 0.42
Hang Seng HSI PR HKD PR 08-22-19 2.17 0.79 -8.19 -5.98 -6.73 4.24 0.73
MSCI AC Far East Ex Japan PR USD PR 08-22-19 2.02 2.31 -6.69 -1.66 -7.91 3.79 -0.02
MSCI ACWI PR USD PR 08-22-19 2.22 11.69 -3.52 0.57 -1.83 6.61 3.50
MSCI EAFE NR USD TR 08-22-19 1.82 8.82 -4.30 -0.98 -3.77 5.31 1.86
MSCI EAFE PR LCL PR 08-22-19 1.85 7.97 -3.67 -1.70 -4.39 4.12 2.38
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 08-22-19 2.13 10.21 -3.69 -1.36 -2.27 3.98 2.34
MSCI EM Latin America PR USD PR 08-22-19 0.34 0.86 -11.14 -1.14 3.29 1.81 -5.91
MSCI EM PR LCL PR 08-22-19 1.33 3.02 -5.04 -1.46 -5.46 4.20 1.65
MSCI EM PR USD PR 08-22-19 1.26 1.02 -7.42 -2.24 -7.13 2.57 -2.07
MSCI Europe NR USD TR 08-22-19 2.29 9.85 -4.41 -1.42 -3.96 5.38 1.13
MSCI Europe PR LCL PR 08-22-19 2.23 10.33 -3.36 -1.20 -2.90 3.83 2.47
MSCI Hong Kong PR USD PR 08-22-19 2.39 3.60 -10.65 -6.27 -2.11 4.67 1.66
MSCI Japan NR USD TR 08-23-19 1.55 6.34 -2.07 1.53 -3.84 5.02 4.42
MSCI Japan PR LCL PR 08-23-19 1.14 1.54 -4.04 -2.10 -10.24 4.97 2.88
MSCI North America NR USD TR 08-22-19 2.65 17.91 -2.08 2.57 3.29 11.41 8.85
MSCI Pacific Ex Japan NR USD TR 08-22-19 1.64 10.34 -7.51 -2.28 0.81 6.95 1.81
MSCI Pacific Ex Japan PR LCL PR 08-22-19 1.62 10.02 -5.43 -2.04 1.54 5.39 1.91
MSCI Pacific NR USD TR 08-22-19 0.99 7.16 -4.15 -0.19 -3.27 5.41 3.34
MSCI Pacific PR LCL PR 08-22-19 1.18 4.18 -4.22 -2.50 -6.62 4.94 2.37
MSCI World ex USA NR USD TR 08-22-19 1.83 9.57 -4.21 -0.87 -3.54 5.28 1.62
MSCI World Ex USA PR LCL PR 08-22-19 1.83 8.39 -3.53 -1.66 -4.14 4.07 2.22
Nikkei 225 Average PR JPY PR 08-22-19 1.09 3.06 -3.68 -3.08 -7.76 7.51 5.83
S&P BSE SENSEX India INR PR 08-23-19 -1.74 1.75 -3.37 -5.44 -4.27 9.45 6.79
S&P/ASX All Ordinaries PR PR 08-23-19 1.98 15.85 -2.91 0.46 3.99 5.41 3.24
S&P/TSX Composite PR PR 08-22-19 1.50 13.48 -1.61 -0.45 -0.57 3.29 0.91
SIX SMI PR CHF PR 08-23-19 0.17 15.61 -2.21 1.57 7.68 5.92 2.64
SIX SMI TR CHF PR 08-23-19 0.17 19.34 -2.21 1.60 11.28 9.47 6.08
SSE Composite PR CNY PR 08-23-19 2.61 16.18 -0.09 1.57 6.34 -2.12 5.27
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 08-22-19 2.21 13.35 -2.90 1.17 0.54 9.04 6.28
Con Tgt Risk TR USD TR 08-22-19 0.25 8.21 0.37 3.01 6.62 3.93 3.33
Mod Agg Tgt Risk TR USD TR 08-22-19 1.79 12.38 -2.24 1.60 2.14 8.10 5.78
Mod Con Tgt Risk TR USD TR 08-22-19 0.76 9.73 -0.48 2.58 5.33 5.46 4.39
Mod Tgt Risk TR USD TR 08-22-19 1.27 11.01 -1.40 2.05 3.82 6.75 5.09
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 08-22-19 0.96 9.76 -0.84 2.00 3.78 5.59 4.32
Lifetime Agg 2005 TR USD TR 08-22-19 0.98 10.14 -0.83 2.11 3.88 5.85 4.54
Lifetime Agg 2010 TR USD TR 08-22-19 1.02 11.07 -0.77 2.42 4.10 6.32 4.87
Lifetime Agg 2015 TR USD TR 08-22-19 1.12 11.90 -0.84 2.56 4.05 6.83 5.21
Lifetime Agg 2020 TR USD TR 08-22-19 1.29 12.62 -1.06 2.52 3.66 7.42 5.56
Lifetime Agg 2025 TR USD TR 08-22-19 1.54 13.19 -1.45 2.27 2.87 8.04 5.88
Lifetime Agg 2030 TR USD TR 08-22-19 1.82 13.51 -1.95 1.85 1.81 8.52 6.08
Lifetime Agg 2035 TR USD TR 08-22-19 2.06 13.55 -2.42 1.41 0.82 8.73 6.11
Lifetime Agg 2040 TR USD TR 08-22-19 2.18 13.44 -2.69 1.14 0.22 8.72 6.03
Lifetime Agg 2045 TR USD TR 08-22-19 2.21 13.29 -2.80 1.03 -0.02 8.62 5.91
Lifetime Agg 2050 TR USD TR 08-22-19 2.20 13.14 -2.85 0.97 -0.13 8.53 5.79
Lifetime Agg 2055 TR USD TR 08-22-19 2.18 13.01 -2.88 0.94 -0.23 8.44 5.67
Lifetime Agg Incm TR USD TR 08-22-19 0.96 9.76 -0.84 2.00 3.78 5.59 4.33
Lifetime Con 2000 TR USD TR 08-22-19 0.31 7.44 0.01 2.29 4.85 3.72 3.03
Lifetime Con 2005 TR USD TR 08-22-19 0.29 7.83 0.07 2.48 5.12 3.84 3.21
Lifetime Con 2010 TR USD TR 08-22-19 0.25 8.98 0.35 3.08 5.88 4.25 3.57
Lifetime Con 2015 TR USD TR 08-22-19 0.27 10.07 0.50 3.52 6.40 4.73 3.95
Lifetime Con 2020 TR USD TR 08-22-19 0.34 11.01 0.52 3.81 6.66 5.22 4.31
Lifetime Con 2025 TR USD TR 08-22-19 0.46 11.80 0.44 3.93 6.65 5.73 4.67
Lifetime Con 2030 TR USD TR 08-22-19 0.63 12.45 0.20 3.85 6.27 6.36 5.04
Lifetime Con 2035 TR USD TR 08-22-19 0.91 12.91 -0.29 3.46 5.33 7.05 5.40
Lifetime Con 2040 TR USD TR 08-22-19 1.25 13.22 -0.92 2.90 4.04 7.67 5.67
Lifetime Con 2045 TR USD TR 08-22-19 1.55 13.31 -1.52 2.34 2.80 8.00 5.77
Lifetime Con 2050 TR USD TR 08-22-19 1.72 13.25 -1.89 1.98 2.05 8.08 5.73
Lifetime Con 2055 TR USD TR 08-22-19 1.77 13.20 -2.05 1.84 1.70 8.07 5.66
Lifetime Con Incm TR USD TR 08-22-19 0.31 7.44 0.01 2.29 4.85 3.72 3.04
Lifetime Mod 2000 TR USD TR 08-22-19 0.65 8.66 -0.42 2.14 4.33 4.65 3.67
Lifetime Mod 2005 TR USD TR 08-22-19 0.65 9.04 -0.38 2.29 4.51 4.83 3.86
Lifetime Mod 2010 TR USD TR 08-22-19 0.64 10.07 -0.22 2.73 5.00 5.26 4.19
Lifetime Mod 2015 TR USD TR 08-22-19 0.70 11.00 -0.17 3.03 5.25 5.73 4.54
Lifetime Mod 2020 TR USD TR 08-22-19 0.81 11.82 -0.25 3.16 5.21 6.27 4.90
Lifetime Mod 2025 TR USD TR 08-22-19 0.99 12.53 -0.49 3.09 4.79 6.92 5.28
Lifetime Mod 2030 TR USD TR 08-22-19 1.26 13.08 -0.95 2.75 3.86 7.61 5.64
Lifetime Mod 2035 TR USD TR 08-22-19 1.59 13.36 -1.56 2.21 2.61 8.15 5.86
Lifetime Mod 2040 TR USD TR 08-22-19 1.86 13.41 -2.09 1.72 1.49 8.41 5.92
Lifetime Mod 2045 TR USD TR 08-22-19 2.01 13.32 -2.42 1.40 0.81 8.43 5.85
Lifetime Mod 2050 TR USD TR 08-22-19 2.05 13.19 -2.55 1.27 0.54 8.36 5.74
Lifetime Mod 2055 TR USD TR 08-22-19 2.04 13.09 -2.60 1.22 0.41 8.29 5.64
Lifetime Mod Incm TR USD TR 08-22-19 0.65 8.66 -0.42 2.14 4.33 4.65 3.67
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 08-22-19 -0.05 -1.99 -1.42 -1.81 -9.46 -3.29 -2.59
Lng/Shrt Cmdty TR TR 08-22-19 0.02 -1.03 0.13 -2.49 -9.26 -2.36 -1.95
Lng-Only Cmdty TR TR 08-22-19 0.58 4.57 -3.60 -5.49 -7.61 -0.83 -9.40
Shrt/Flt Cmdty TR TR 08-22-19 -0.21 -5.26 2.80 3.14 -1.01 0.36 0.31
Shrt-Only Cmdty TR TR 08-22-19 -0.07 -1.81 4.38 5.38 8.23 0.91 8.06
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