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 02-22-17 0.55 5.89 4.26 7.74 25.62 10.56 13.99
Style
US Core TR 02-22-17 0.77 6.16 4.52 8.16 27.63 11.58 15.09
US Growth TR 02-22-17 0.47 7.67 4.51 7.51 20.57 9.20 13.07
US Large Cap TR 02-22-17 0.66 5.95 4.32 8.12 23.66 11.05 14.01
US Large Core TR 02-22-17 0.81 6.27 4.43 8.46 26.82 12.24 15.52
US Large Growth TR 02-22-17 0.58 7.90 4.65 7.95 18.36 10.29 13.63
US Large Val TR 02-22-17 0.58 3.90 3.90 8.05 26.07 10.63 12.94
US Mid Cap TR 02-22-17 0.36 6.10 4.23 6.94 29.08 9.41 14.06
US Mid Core TR 02-22-17 0.84 6.62 4.98 8.00 27.41 9.93 14.13
US Mid Growth TR 02-22-17 0.15 7.33 4.12 6.35 25.67 6.25 11.38
US Mid Val TR 02-22-17 0.00 4.32 3.50 6.31 34.49 12.22 16.77
US Small Cap TR 02-22-17 0.02 4.68 3.81 6.33 37.23 8.55 13.27
US Small Core TR 02-22-17 0.22 3.86 4.04 5.77 35.75 9.49 13.38
US Small Growth TR 02-22-17 0.17 6.36 4.17 6.26 33.18 5.91 11.99
US Small Val TR 02-22-17 -0.33 3.89 3.14 6.92 42.93 10.20 14.42
US Value TR 02-22-17 0.41 3.98 3.77 7.60 28.82 10.94 13.83
Sector
US Cyclcl Sup Sec TR 02-22-17 0.55 5.89 4.68 8.44 31.16 11.35 15.66
US Basic Materials TR 02-22-17 0.53 7.94 5.01 8.77 36.50 7.08 8.88
US Consumr Cyclcl TR 02-22-17 0.43 6.46 3.72 5.71 20.28 9.98 15.90
US Financial Services TR 02-22-17 0.37 5.75 5.91 10.49 42.94 13.65 18.35
US Real Estate TR 02-22-17 1.75 3.09 2.10 7.90 17.81 10.56 10.75
US Dfnsve Sup Sec TR 02-22-17 0.93 6.43 5.01 7.66 12.75 10.80 15.50
US Consumr Dfnsve TR 02-22-17 1.47 5.71 4.62 7.09 12.24 12.91 14.13
US Healthcare TR 02-22-17 0.22 7.63 5.66 7.99 13.13 9.42 17.88
US Utilities TR 02-22-17 2.45 3.49 3.41 7.86 12.42 11.30 11.95
US Snstve Sup Sec TR 02-22-17 0.32 5.56 3.47 7.22 30.06 9.86 11.99
US Commun Svc TR 02-22-17 1.38 4.14 1.55 10.25 26.57 12.80 16.85
US Energy TR 02-22-17 -2.91 -5.52 -4.68 -1.53 25.51 -4.50 0.61
US Industrials TR 02-22-17 0.39 5.63 3.76 6.73 28.66 10.61 14.63
US Technology TR 02-22-17 1.21 10.51 6.98 10.59 35.11 15.20 14.66
Moat
Morningstar Wide Moat Focus TR 02-22-17 0.68 8.40 5.58 8.51 32.55 11.88 15.34
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 02-22-17 0.79 5.54 5.09 9.88 28.27 11.60 12.75
NASDAQ Composite PR PR 02-22-17 0.71 8.87 5.50 8.81 28.22 11.19 14.85
NYSE Composite PR --- 02-22-17 0.31 4.46 3.19 6.75 20.11 3.87 7.37
Russell 2000 TR TR 02-22-17 -0.02 3.57 3.93 5.56 39.46 7.93 13.02
S&P 500 TR TR 02-22-17 0.60 5.85 4.24 7.81 24.08 11.08 14.14
S&P MidCap 400 TR 02-22-17 0.50 5.11 4.11 7.41 33.85 10.42 14.02
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 02-22-17 0.50 0.58 0.53 0.56 1.26 2.87 2.41
US Inter Core Bd TR Bond TR 02-22-17 0.43 0.44 0.51 0.28 0.75 2.86 2.49
US Lng Core Bd TR Bond TR 02-22-17 0.93 1.06 0.83 1.28 2.72 5.22 3.92
US Shrt Core Bd TR Bond TR 02-22-17 0.23 0.38 0.28 0.41 1.07 1.08 1.11
Corporate
US Corp Bd TR Bond TR 02-22-17 0.61 1.03 0.83 1.59 6.40 3.74 3.91
US Inter Corp Bd TR Bond TR 02-22-17 0.56 1.10 0.83 1.17 4.95 3.23 3.89
US Lng Corp Bd TR Bond TR 02-22-17 0.89 1.22 1.07 2.36 9.73 5.37 5.02
US Shrt Corp Bd TR Bond TR 02-22-17 0.25 0.69 0.46 0.79 2.92 1.73 2.28
Government
US Gov Bd TR Bond TR 02-22-17 0.52 0.50 0.37 0.16 -1.44 2.02 1.39
US Inter Gov Bd TR Bond TR 02-22-17 0.55 0.53 0.46 0.19 -1.05 1.93 1.37
US Lng Gov Bd TR Bond TR 02-22-17 0.97 0.88 0.55 0.02 -4.34 5.22 2.91
US Shrt Gov Bd TR Bond TR 02-22-17 0.22 0.23 0.20 0.23 0.23 0.79 0.70
Other
Mortgage TR Bond TR 02-22-17 0.35 0.24 0.45 0.10 0.53 3.10 2.54
TIPS TR TR 02-22-17 0.41 1.13 0.53 0.88 4.14 2.13 0.79
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 02-22-17 0.47 0.49 0.47 0.54 1.22 2.68 2.22
BBgBarc US Government TR TR 02-22-17 0.48 0.41 0.32 0.16 -1.41 1.98 1.38
BBgBarc US MBS TR TR 02-22-17 0.34 0.16 0.39 0.04 0.24 2.65 1.99
BofAML US HY Master II TR TR 02-22-17 0.37 2.50 1.55 4.83 23.73 4.87 6.98
USTREAS T-Bill Auction Ave 3 --- 01-31-17 --- 0.04 0.04 0.13 0.36 0.15 0.12
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-17 --- 0.21 0.21 -4.79 -2.75 2.72 0.92
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 02-22-17 0.40 0.90 0.31 1.13 -0.41 3.60 3.01
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 02-22-17 0.11 5.94 3.19 4.13 -2.44 -10.92 -5.56
Euronext BEL 20 PR EUR PR 02-23-17 -0.33 0.03 1.26 4.02 7.86 6.11 9.87
Euronext Paris CAC 40 NR EUR TR 02-23-17 -0.17 0.62 1.46 8.22 18.41 6.22 10.00
Euronext Paris CAC 40 PR EUR PR 02-23-17 -0.17 0.60 1.45 7.99 15.40 3.74 7.25
FSE DAX PR EUR PR 02-22-17 1.71 4.15 2.82 11.61 21.63 4.56 8.52
FSE DAX TR EUR TR 02-23-17 1.62 4.07 3.48 12.06 26.88 7.35 11.90
FTSE 100 PR GBP PR 02-23-17 -0.09 1.80 1.68 6.65 21.96 2.07 4.14
FTSE 100 TR GBP TR 02-23-17 0.26 2.62 2.45 7.70 27.23 6.07 8.16
FTSE 250 PR GBP PR 02-23-17 -0.33 3.13 2.91 5.79 14.88 4.24 10.13
Hang Seng Hong Kong Composite PR HKD TR 02-23-17 -0.03 10.14 5.76 6.81 24.73 1.65 2.07
Hang Seng HSI PR HKD PR 02-23-17 0.01 9.58 5.29 6.32 24.18 2.23 2.43
MSCI AC Far East Ex Japan PR USD PR 02-22-17 1.09 10.69 6.00 8.89 23.24 1.63 1.29
MSCI ACWI PR USD PR 02-22-17 0.53 5.74 3.68 7.90 19.12 3.15 6.27
MSCI EAFE NR USD TR 02-22-17 0.59 4.54 2.36 8.40 14.94 -0.35 5.41
MSCI EAFE PR LCL PR 02-22-17 0.34 2.91 1.97 8.24 16.21 3.76 7.44
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 02-22-17 0.39 3.17 2.24 8.57 15.24 2.82 6.11
MSCI EM Latin America PR USD PR 02-22-17 0.64 14.48 9.16 14.97 47.28 -3.07 -8.77
MSCI EM PR LCL PR 02-22-17 1.02 7.34 4.48 7.86 20.36 3.81 2.32
MSCI EM PR USD PR 02-22-17 0.97 10.28 6.46 10.91 26.89 -0.29 -2.23
MSCI Europe NR USD TR 02-22-17 0.28 3.29 1.69 9.27 11.24 -2.82 4.89
MSCI Europe PR LCL PR 02-22-17 0.37 2.72 1.97 8.94 15.28 3.01 6.37
MSCI Hong Kong PR USD PR 02-22-17 0.79 10.01 4.31 3.91 18.95 3.47 4.34
MSCI Japan NR USD TR 02-23-17 0.91 5.71 2.73 7.55 20.82 5.90 7.38
MSCI Japan PR LCL PR 02-23-17 0.29 2.05 2.34 7.09 19.11 7.30 12.79
MSCI North America NR USD TR 02-22-17 0.50 5.90 4.15 7.64 24.12 9.51 12.42
MSCI Pacific Ex Japan NR USD TR 02-22-17 0.83 9.92 5.02 10.36 26.77 2.49 4.78
MSCI Pacific Ex Japan PR LCL PR 02-22-17 0.52 5.41 3.46 7.04 17.39 1.97 5.05
MSCI Pacific NR USD TR 02-22-17 1.13 6.70 3.46 7.03 22.51 4.54 6.43
MSCI Pacific PR LCL PR 02-22-17 0.29 3.23 1.93 7.14 18.32 5.26 9.67
MSCI World ex USA NR USD TR 02-22-17 0.45 4.62 2.40 8.26 16.24 -0.28 5.01
MSCI World Ex USA PR LCL PR 02-22-17 0.29 2.96 1.93 7.89 16.82 3.74 7.14
Nikkei 225 Average PR JPY PR 02-23-17 0.12 1.35 2.54 6.65 20.68 9.23 15.08
S&P BSE SENSEX India INR PR 02-23-17 2.09 8.51 6.55 10.91 23.42 11.76 9.83
S&P/ASX All Ordinaries PR PR 02-23-17 -0.52 1.98 2.90 5.09 15.75 2.29 5.96
S&P/TSX Composite PR PR 02-22-17 -0.09 3.55 1.82 4.83 23.23 3.68 4.50
SIX SMI PR CHF PR 02-23-17 1.20 4.25 4.14 10.54 9.76 0.54 6.68
SIX SMI TR CHF PR 02-23-17 1.20 4.25 4.14 10.54 13.77 3.83 10.19
SSE Composite PR CNY PR 02-23-17 0.67 4.76 3.65 0.32 11.99 15.44 6.18
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 02-22-17 0.50 5.62 3.84 7.78 24.46 6.28 9.67
Con Tgt Risk TR USD TR 02-22-17 0.45 1.58 1.17 1.92 5.88 2.49 3.05
Mod Agg Tgt Risk TR USD TR 02-22-17 0.51 4.81 3.32 6.64 20.73 5.60 8.43
Mod Con Tgt Risk TR USD TR 02-22-17 0.47 2.67 1.91 3.51 10.71 3.85 5.12
Mod Tgt Risk TR USD TR 02-22-17 0.49 3.75 2.63 5.08 15.73 4.81 6.84
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 02-22-17 0.39 2.74 1.88 3.82 11.96 4.01 5.64
Lifetime Agg 2005 TR USD TR 02-22-17 0.42 2.91 2.00 4.09 12.76 4.27 6.09
Lifetime Agg 2010 TR USD TR 02-22-17 0.44 3.17 2.18 4.48 13.91 4.58 6.64
Lifetime Agg 2015 TR USD TR 02-22-17 0.46 3.50 2.41 4.98 15.42 4.93 7.33
Lifetime Agg 2020 TR USD TR 02-22-17 0.47 3.93 2.70 5.62 17.43 5.33 8.13
Lifetime Agg 2025 TR USD TR 02-22-17 0.48 4.43 3.04 6.37 19.84 5.72 8.93
Lifetime Agg 2030 TR USD TR 02-22-17 0.47 4.90 3.35 7.07 22.10 6.01 9.48
Lifetime Agg 2035 TR USD TR 02-22-17 0.47 5.21 3.55 7.52 23.59 6.12 9.68
Lifetime Agg 2040 TR USD TR 02-22-17 0.47 5.34 3.63 7.71 24.18 6.07 9.62
Lifetime Agg 2045 TR USD TR 02-22-17 0.47 5.37 3.65 7.76 24.31 5.95 9.48
Lifetime Agg 2050 TR USD TR 02-22-17 0.47 5.39 3.65 7.79 24.35 5.82 9.32
Lifetime Agg 2055 TR USD TR 02-22-17 0.47 5.41 3.66 7.81 24.39 5.69 9.15
Lifetime Agg Incm TR USD TR 02-22-17 0.39 2.74 1.88 3.82 11.94 3.99 5.55
Lifetime Con 2000 TR USD TR 02-22-17 0.37 1.58 1.08 1.99 6.66 2.48 2.98
Lifetime Con 2005 TR USD TR 02-22-17 0.40 1.65 1.13 2.10 6.95 2.69 3.28
Lifetime Con 2010 TR USD TR 02-22-17 0.43 1.79 1.24 2.33 7.54 2.96 3.71
Lifetime Con 2015 TR USD TR 02-22-17 0.46 2.01 1.40 2.66 8.43 3.28 4.23
Lifetime Con 2020 TR USD TR 02-22-17 0.49 2.27 1.59 3.06 9.55 3.62 4.80
Lifetime Con 2025 TR USD TR 02-22-17 0.51 2.59 1.81 3.55 10.97 3.98 5.49
Lifetime Con 2030 TR USD TR 02-22-17 0.53 3.04 2.12 4.22 13.00 4.42 6.37
Lifetime Con 2035 TR USD TR 02-22-17 0.53 3.60 2.50 5.07 15.64 4.88 7.30
Lifetime Con 2040 TR USD TR 02-22-17 0.52 4.17 2.87 5.92 18.32 5.26 8.03
Lifetime Con 2045 TR USD TR 02-22-17 0.52 4.57 3.13 6.50 20.18 5.44 8.34
Lifetime Con 2050 TR USD TR 02-22-17 0.51 4.78 3.27 6.82 21.17 5.47 8.40
Lifetime Con 2055 TR USD TR 02-22-17 0.51 4.88 3.32 6.95 21.55 5.41 8.32
Lifetime Con Incm TR USD TR 02-22-17 0.37 1.58 1.08 1.99 6.65 2.45 2.91
Lifetime Mod 2000 TR USD TR 02-22-17 0.38 2.15 1.47 2.93 9.27 3.24 4.35
Lifetime Mod 2005 TR USD TR 02-22-17 0.40 2.26 1.55 3.11 9.79 3.47 4.71
Lifetime Mod 2010 TR USD TR 02-22-17 0.43 2.45 1.69 3.41 10.61 3.74 5.18
Lifetime Mod 2015 TR USD TR 02-22-17 0.46 2.71 1.87 3.80 11.75 4.06 5.75
Lifetime Mod 2020 TR USD TR 02-22-17 0.48 3.04 2.11 4.31 13.26 4.43 6.47
Lifetime Mod 2025 TR USD TR 02-22-17 0.49 3.51 2.42 5.01 15.42 4.88 7.37
Lifetime Mod 2030 TR USD TR 02-22-17 0.49 4.07 2.80 5.85 18.09 5.32 8.25
Lifetime Mod 2035 TR USD TR 02-22-17 0.49 4.60 3.15 6.64 20.61 5.65 8.88
Lifetime Mod 2040 TR USD TR 02-22-17 0.48 4.96 3.38 7.16 22.30 5.80 9.14
Lifetime Mod 2045 TR USD TR 02-22-17 0.48 5.12 3.48 7.39 23.02 5.78 9.12
Lifetime Mod 2050 TR USD TR 02-22-17 0.48 5.17 3.51 7.47 23.24 5.68 9.01
Lifetime Mod 2055 TR USD TR 02-22-17 0.48 5.21 3.53 7.52 23.35 5.57 8.86
Lifetime Mod Incm TR USD TR 02-22-17 0.38 2.15 1.47 2.93 9.25 3.21 4.27
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 02-22-17 -0.75 -2.59 -1.54 -2.03 -4.77 -4.77 -4.99
Lng/Shrt Cmdty TR TR 02-22-17 -0.55 -4.51 -1.96 -3.27 -9.54 -4.47 -5.07
Lng-Only Cmdty TR TR 02-22-17 -1.44 -1.16 -1.59 3.35 18.53 -16.36 -10.15
Shrt/Flt Cmdty TR TR 02-22-17 0.82 -1.31 0.23 -0.66 -4.11 0.56 0.03
Shrt-Only Cmdty TR TR 02-22-17 1.68 1.59 2.02 -3.36 -20.92 13.88 6.56
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