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 03-30-15 -0.74 2.59 -0.29 1.57 14.55 16.66 14.89
Style
Large Cap TR 03-30-15 -0.91 1.71 -0.81 0.66 14.52 16.16 14.38
Large Core TR 03-30-15 -1.00 -0.54 -1.40 -1.63 13.96 17.76 15.27
Large Growth TR 03-30-15 -1.27 6.08 -0.09 5.10 22.20 17.30 16.04
Large Value TR 03-30-15 -0.38 -0.62 -1.00 -1.71 7.30 13.43 11.83
Mid Cap TR 03-30-15 -0.21 5.03 0.92 4.10 15.41 18.33 16.44
Mid Core TR 03-30-15 -0.06 4.92 0.99 4.06 17.36 18.81 17.76
Mid Growth TR 03-30-15 -0.03 8.04 1.81 7.32 17.75 16.86 16.25
Mid Value TR 03-30-15 -0.56 2.10 -0.11 0.89 11.07 19.33 15.24
Small Cap TR 03-30-15 -0.54 4.76 1.64 3.85 11.95 16.98 15.32
Small Core TR 03-30-15 -0.67 4.62 1.81 3.60 11.53 16.79 14.86
Small Growth TR 03-30-15 -0.56 7.18 1.78 6.58 13.01 16.59 16.19
Small Value TR 03-30-15 -0.40 2.62 1.33 1.54 11.32 17.54 14.88
US Core TR 03-30-15 -0.78 0.91 -0.69 -0.13 14.50 17.91 15.79
US Growth TR 03-30-15 -0.98 6.53 0.40 5.63 20.69 17.15 16.15
US Value TR 03-30-15 -0.42 0.18 -0.64 -0.94 8.37 14.92 12.74
Sector
Cyclical TR 03-30-15 -0.92 2.00 0.13 1.10 13.67 17.75 13.93
— Basic Materials TR 03-30-15 0.20 1.53 -3.03 0.54 4.62 10.30 8.94
— Consumer Cyclical TR 03-30-15 -0.79 5.58 0.69 5.21 17.96 20.44 19.83
— Financial Services TR 03-30-15 -1.16 -1.59 -0.12 -2.68 9.96 18.30 11.12
— Real Estate TR 03-30-15 -1.38 5.35 2.16 3.74 24.77 13.76 15.10
Defensive TR 03-30-15 -0.65 5.09 1.13 3.91 24.99 21.88 17.49
— Consumer Defensive TR 03-30-15 0.34 2.05 -0.69 0.88 19.44 16.57 15.24
— Healthcare TR 03-30-15 -1.13 9.23 2.61 8.20 31.92 28.57 21.30
— Utilities TR 03-30-15 -1.11 -4.60 -0.71 -6.33 12.08 12.97 13.03
Sensitive TR 03-30-15 -0.66 1.45 -1.57 0.43 9.34 12.95 13.28
— Communication Services TR 03-30-15 -2.08 2.27 -2.90 1.17 8.89 17.53 16.68
— Energy TR 03-30-15 1.75 -1.12 -0.93 -1.83 -11.49 4.49 8.98
— Industrials TR 03-30-15 -0.47 1.58 -0.75 0.59 12.05 17.74 15.02
— Technology TR 03-30-15 -1.52 2.43 -2.00 1.29 19.40 13.38 14.28
Moat
Morningstar Wide Moat Focus TR 03-30-15 -0.06 -1.45 -0.99 -2.38 6.94 15.08 14.64
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 03-30-15 -0.77 1.44 -0.76 0.54 12.71 13.60 13.37
NASDAQ Composite PR PR 03-30-15 -1.27 4.46 -0.32 3.56 19.05 16.97 15.46
NYSE Composite PR --- 03-30-15 -0.74 1.38 -0.67 0.51 5.31 10.22 8.05
Russell 2000 TR TR 03-30-15 -0.48 4.73 2.14 4.01 10.64 16.42 14.48
S&P 500 TR TR 03-30-15 -0.82 1.84 -0.72 0.79 14.63 16.45 14.59
S&P MidCap 400 TR 03-30-15 -0.44 5.70 1.69 4.59 14.29 17.17 15.68
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 03-30-15 -0.11 1.47 0.21 1.58 5.68 3.22 4.54
Intermediate Core Bond TR 03-30-15 -0.02 1.33 0.30 1.43 5.33 3.06 4.31
Long-Term Core Bond TR 03-30-15 -0.48 2.48 0.04 2.66 12.34 6.37 8.79
Short-Term Core Bond TR 03-30-15 0.02 0.63 0.16 0.68 1.42 1.16 1.75
Corporate
Corp Bond TR 03-30-15 -0.15 2.05 0.04 2.17 6.34 5.09 6.34
Intermediate Corp Bond TR 03-30-15 -0.03 1.90 0.25 2.02 4.78 4.60 5.86
Long-Term Corp Bond TR 03-30-15 -0.34 2.56 -0.17 2.73 10.13 7.11 8.84
Short-Term Corp Bond TR 03-30-15 0.04 0.96 0.16 1.01 1.85 2.50 3.07
Government
Intermediate US Govt Bond TR 03-30-15 -0.11 1.47 0.38 1.63 4.39 1.84 3.98
Long-Term US Govt Bond TR 03-30-15 -0.64 3.21 0.27 3.41 15.59 5.88 8.77
Short-Term US Govt Bond TR 03-30-15 0.01 0.51 0.16 0.56 1.25 0.75 1.35
US Govt Bond TR 03-30-15 -0.17 1.36 0.26 1.47 5.05 2.24 3.91
Other
Mortgage Bond TR 03-30-15 0.01 1.17 0.29 1.24 5.77 3.09 4.11
TIPS TR 03-30-15 -0.38 0.99 -0.71 1.45 2.84 0.58 4.44
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 03-30-15 -0.11 1.45 0.31 1.53 5.53 3.05 4.41
Barclays US Government TR TR 03-30-15 -0.12 1.45 0.46 1.54 5.06 2.27 3.81
Barclays US MBS TR TR 03-30-15 -0.06 0.92 0.23 0.99 5.33 2.49 3.61
BofAML US HY Master II TR TR 03-30-15 0.32 2.51 -0.57 2.51 2.12 7.45 8.39
USTREAS T-Bill Auction Ave 3 --- 02-28-15 --- 0.00 0.00 0.01 0.03 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 02-28-15 --- 1.78 -2.74 2.06 8.44 2.06 5.24
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 03-30-15 -0.09 1.03 0.31 1.11 6.60 4.06 5.12
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 03-30-15 0.79 -2.26 -3.45 -2.40 -13.31 -2.17 4.16
Euronext BEL 20 PR EUR PR 03-31-15 -1.05 13.41 0.31 13.41 19.04 17.04 7.06
Euronext Paris CAC 40 NR EUR TR 03-31-15 -1.07 17.97 1.78 17.97 17.25 16.70 7.83
Euronext Paris CAC 40 PR EUR PR 03-31-15 -1.07 17.81 1.66 17.81 14.62 13.71 4.84
FSE DAX PR EUR PR 03-31-15 -0.33 21.67 4.96 21.67 21.84 16.07 10.58
FSE DAX TR EUR TR 03-31-15 -0.33 22.03 4.95 22.03 25.22 19.87 14.23
FTSE 100 PR GBP PR 03-31-15 -3.51 3.15 -2.50 3.15 2.65 5.50 3.58
FTSE 100 TR GBP TR 03-31-15 -3.46 4.23 -1.95 4.23 6.34 9.40 7.33
FTSE 250 PR GBP PR 03-31-15 -2.78 6.25 -1.06 6.25 5.02 13.99 10.95
Hang Seng Hong Kong Composite PR HKD TR 03-31-15 2.66 5.51 1.54 5.51 11.71 6.66 2.72
Hang Seng HSI PR HKD PR 03-31-15 2.13 5.58 0.40 5.58 12.51 6.63 3.25
MSCI AC Far East Ex Japan PR USD PR 03-31-15 0.67 4.60 0.76 4.60 7.13 3.97 4.13
MSCI ACWI PR USD PR 03-30-15 -1.11 2.63 -1.01 2.05 4.94 8.70 6.84
MSCI EAFE NR USD TR 03-31-15 -2.54 4.88 -1.52 4.88 -0.92 9.02 6.16
MSCI EAFE PR LCL PR 03-31-15 -1.79 10.12 0.86 10.12 14.71 13.37 5.97
MSCI EASEA PR LCL PR 03-31-15 -1.46 10.31 0.77 10.31 11.42 11.40 5.39
MSCI EM Latin America PR USD PR 03-30-15 -2.57 -10.86 -8.38 -10.66 -22.87 -16.04 -10.07
MSCI EM PR LCL PR 03-30-15 -0.33 4.05 -0.52 4.36 8.39 3.62 2.88
MSCI EM PR USD PR 03-30-15 -0.66 1.32 -2.16 1.50 -1.62 -2.38 -0.81
MSCI Europe NR USD TR 03-31-15 -2.73 3.45 -2.66 3.45 -4.94 9.37 6.38
MSCI Europe PR LCL PR 03-31-15 -1.71 10.96 0.88 10.96 11.77 11.81 5.77
MSCI Hong Kong PR USD PR 03-31-15 2.41 5.34 0.38 5.34 11.75 8.56 6.70
MSCI Japan NR USD TR 03-31-15 -2.32 10.21 1.53 10.21 12.06 9.36 5.87
MSCI Japan PR LCL PR 03-31-15 -2.95 9.49 1.20 9.49 28.39 21.75 9.16
MSCI North America NR USD TR 03-30-15 -0.88 1.56 -0.82 0.60 12.67 14.67 13.02
MSCI Pacific Ex Japan NR USD TR 03-31-15 -1.99 3.13 -1.31 3.13 -0.30 6.63 5.94
MSCI Pacific Ex Japan PR LCL PR 03-31-15 -0.18 6.91 -0.25 6.91 9.07 9.44 3.89
MSCI Pacific NR USD TR 03-31-15 -2.21 7.61 0.51 7.61 7.40 8.39 5.92
MSCI Pacific PR LCL PR 03-31-15 -1.99 8.57 0.68 8.57 20.77 16.62 6.82
MSCI World ex USA NR USD TR 03-30-15 -1.41 4.93 -0.63 4.77 0.28 8.62 5.99
MSCI World Ex USA PR LCL PR 03-30-15 -0.77 10.31 1.45 10.44 15.28 13.04 5.93
Nikkei 225 Average PR JPY PR 03-31-15 -2.57 10.06 2.18 10.06 29.53 23.96 11.61
S&P BSE SENSEX India INR PR 03-31-15 -0.73 1.67 -4.78 1.67 24.89 17.12 9.79
S&P/ASX All Ordinaries PR PR 03-31-15 -1.22 8.78 -0.62 8.78 8.49 9.87 3.68
S&P/TSX Composite PR PR 03-30-15 -0.33 1.89 -2.14 1.83 4.54 6.36 4.36
Shanghai SE Composite PR CNY PR 03-31-15 1.53 15.87 13.22 15.87 84.33 18.32 3.81
SIX SMI CHF PR 03-31-15 -1.76 1.62 1.27 1.62 7.99 13.55 5.84
SIX SMI TR CHF PR 03-31-15 -1.76 2.87 2.50 2.87 11.32 17.13 9.26
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 03-30-15 -0.76 2.81 -0.48 2.13 6.93 11.90 10.92
Conservative Target Risk TR 03-30-15 -0.31 0.68 -0.32 0.56 2.45 3.47 4.88
Moderate Target Risk TR 03-30-15 -0.55 1.74 -0.41 1.30 5.13 8.18 8.38
Moderately Aggr Target Risk TR 03-30-15 -0.67 2.33 -0.46 1.75 6.07 10.25 9.80
Moderately Cons Target Risk TR 03-30-15 -0.43 1.25 -0.34 0.97 4.04 5.98 6.74
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 03-30-15 -0.46 1.53 -0.43 1.19 4.86 6.84 7.90
Lifetime Aggressive 2005 TR 03-30-15 -0.50 1.66 -0.43 1.27 5.30 7.47 8.41
Lifetime Aggressive 2010 TR 03-30-15 -0.55 1.81 -0.44 1.38 5.77 8.24 8.97
Lifetime Aggressive 2015 TR 03-30-15 -0.60 2.00 -0.45 1.51 6.27 9.16 9.59
Lifetime Aggressive 2020 TR 03-30-15 -0.66 2.23 -0.46 1.66 6.77 10.24 10.25
Lifetime Aggressive 2025 TR 03-30-15 -0.71 2.47 -0.47 1.83 7.17 11.27 10.83
Lifetime Aggressive 2030 TR 03-30-15 -0.76 2.67 -0.49 1.97 7.34 11.95 11.17
Lifetime Aggressive 2035 TR 03-30-15 -0.78 2.79 -0.50 2.07 7.27 12.17 11.23
Lifetime Aggressive 2040 TR 03-30-15 -0.79 2.83 -0.51 2.12 7.07 12.08 11.13
Lifetime Aggressive 2045 TR 03-30-15 -0.80 2.86 -0.52 2.15 6.85 11.91 10.97
Lifetime Aggressive 2050 TR 03-30-15 -0.80 2.87 -0.53 2.19 6.61 11.72 10.81
Lifetime Aggressive 2055 TR 03-30-15 -0.80 2.88 -0.55 2.21 6.38 11.52 10.63
Lifetime Aggressive Income TR 03-30-15 -0.46 1.51 -0.43 1.17 4.76 6.67 7.70
Lifetime Conservative 2000 TR 03-30-15 -0.31 0.95 -0.41 0.86 2.73 3.44 5.46
Lifetime Conservative 2005 TR 03-30-15 -0.35 1.03 -0.41 0.92 3.17 3.91 5.92
Lifetime Conservative 2010 TR 03-30-15 -0.38 1.14 -0.41 1.00 3.69 4.54 6.47
Lifetime Conservative 2015 TR 03-30-15 -0.43 1.28 -0.42 1.09 4.22 5.25 7.05
Lifetime Conservative 2020 TR 03-30-15 -0.47 1.43 -0.42 1.19 4.73 6.02 7.63
Lifetime Conservative 2025 TR 03-30-15 -0.52 1.61 -0.43 1.31 5.25 6.95 8.27
Lifetime Conservative 2030 TR 03-30-15 -0.58 1.85 -0.45 1.47 5.79 8.10 8.99
Lifetime Conservative 2035 TR 03-30-15 -0.65 2.12 -0.47 1.65 6.25 9.28 9.68
Lifetime Conservative 2040 TR 03-30-15 -0.70 2.37 -0.49 1.82 6.49 10.17 10.17
Lifetime Conservative 2045 TR 03-30-15 -0.73 2.51 -0.50 1.93 6.49 10.51 10.33
Lifetime Conservative 2050 TR 03-30-15 -0.75 2.58 -0.52 1.99 6.35 10.56 10.32
Lifetime Conservative 2055 TR 03-30-15 -0.76 2.60 -0.54 2.02 6.16 10.46 10.21
Lifetime Conservative Income TR 03-30-15 -0.31 0.94 -0.41 0.86 2.63 3.32 5.24
Lifetime Moderate 2000 TR 03-30-15 -0.39 1.26 -0.42 1.03 3.84 5.23 6.74
Lifetime Moderate 2005 TR 03-30-15 -0.43 1.36 -0.42 1.11 4.27 5.76 7.21
Lifetime Moderate 2010 TR 03-30-15 -0.47 1.48 -0.43 1.19 4.75 6.42 7.75
Lifetime Moderate 2015 TR 03-30-15 -0.51 1.64 -0.43 1.30 5.24 7.20 8.33
Lifetime Moderate 2020 TR 03-30-15 -0.57 1.83 -0.44 1.43 5.77 8.17 8.98
Lifetime Moderate 2025 TR 03-30-15 -0.63 2.08 -0.46 1.59 6.32 9.35 9.71
Lifetime Moderate 2030 TR 03-30-15 -0.69 2.35 -0.47 1.77 6.75 10.48 10.35
Lifetime Moderate 2035 TR 03-30-15 -0.74 2.57 -0.49 1.93 6.95 11.25 10.75
Lifetime Moderate 2040 TR 03-30-15 -0.77 2.70 -0.50 2.03 6.91 11.54 10.86
Lifetime Moderate 2045 TR 03-30-15 -0.78 2.75 -0.52 2.09 6.74 11.48 10.78
Lifetime Moderate 2050 TR 03-30-15 -0.78 2.78 -0.53 2.12 6.53 11.35 10.65
Lifetime Moderate 2055 TR 03-30-15 -0.79 2.79 -0.54 2.15 6.31 11.17 10.49
Lifetime Moderate Income TR 03-30-15 -0.39 1.24 -0.42 1.02 3.74 5.09 6.54
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 03-30-15 0.00 -0.14 0.18 -0.22 -6.28 -5.48 0.73
Long/Short Commodity TR 03-30-15 0.56 2.34 1.84 2.99 -0.23 -4.08 0.79
Long-Only Commodity TR 03-30-15 -0.58 -5.14 -5.79 -6.84 -32.76 -11.82 -2.67
Short/Flat Commodity TR 03-30-15 0.56 2.49 1.66 3.21 6.28 1.34 -0.05
Short-Only Commodity TR 03-30-15 0.62 3.30 5.63 5.07 43.31 8.94 -0.38
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