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 07-20-17 1.09 11.50 1.75 5.39 16.55 9.78 15.05
Style
US Core TR 07-20-17 0.91 12.10 1.44 5.00 17.88 10.63 16.12
US Growth TR 07-20-17 1.71 19.03 2.80 8.72 18.74 11.10 15.19
US Large Cap TR 07-20-17 1.12 12.34 1.62 5.93 16.82 10.11 14.92
US Large Core TR 07-20-17 0.91 13.49 1.32 5.84 19.49 11.44 16.50
US Large Growth TR 07-20-17 1.91 20.44 2.92 9.27 19.67 11.83 15.58
US Large Val TR 07-20-17 0.45 3.78 0.47 2.57 11.36 7.01 12.74
US Mid Cap TR 07-20-17 0.89 10.15 1.81 4.05 15.25 9.02 15.74
US Mid Core TR 07-20-17 0.82 10.18 1.61 3.12 13.30 8.75 15.47
US Mid Growth TR 07-20-17 1.04 15.47 2.15 6.75 15.17 8.83 14.05
US Mid Val TR 07-20-17 0.81 4.98 1.64 2.42 17.36 9.44 17.75
US Small Cap TR 07-20-17 1.39 7.08 2.96 3.83 17.48 8.54 14.41
US Small Core TR 07-20-17 1.22 5.26 2.12 2.70 16.46 8.35 14.59
US Small Growth TR 07-20-17 1.60 14.77 3.49 8.59 19.33 9.72 14.23
US Small Val TR 07-20-17 1.33 1.52 3.31 0.28 16.33 7.50 14.34
US Value TR 07-20-17 0.58 3.85 0.89 2.39 12.92 7.55 13.87
Sector
US Cyclcl Sup Sec TR 07-20-17 0.48 9.98 1.88 4.83 20.60 10.75 16.55
US Basic Materials TR 07-20-17 0.84 12.73 2.77 5.54 16.85 5.97 11.28
US Consumr Cyclcl TR 07-20-17 1.17 13.32 1.70 3.99 14.95 11.17 17.10
US Financial Services TR 07-20-17 -0.36 8.26 2.31 6.57 32.93 12.38 19.30
US Real Estate TR 07-20-17 1.66 4.88 -0.16 -0.29 -1.37 7.39 9.02
US Dfnsve Sup Sec TR 07-20-17 1.68 13.83 0.80 5.94 7.47 10.98 15.28
US Consumr Dfnsve TR 07-20-17 1.36 7.11 -1.57 0.72 2.30 9.91 12.77
US Healthcare TR 07-20-17 1.69 19.01 2.85 9.80 11.07 11.66 18.45
US Utilities TR 07-20-17 2.45 10.62 -1.77 3.79 6.27 11.19 11.43
US Snstve Sup Sec TR 07-20-17 1.25 11.43 2.24 5.57 19.54 8.36 13.92
US Commun Svc Capped TR 07-20-17 1.36 1.67 -1.21 -1.83 6.44 8.39 13.86
US Energy Capped TR 07-20-17 1.12 -12.51 1.44 -3.34 -3.46 -11.35 0.88
US Industrials TR 07-20-17 0.01 10.65 1.00 5.16 18.01 10.12 16.74
US Technology TR 07-20-17 2.06 23.43 3.95 10.03 33.22 15.90 18.01
Moat
Morningstar Wide Moat Focus TR 07-20-17 0.97 14.90 1.99 5.89 18.63 11.11 16.67
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 07-20-17 0.32 10.83 0.80 5.68 19.19 10.87 13.82
NASDAQ Composite PR PR 07-20-17 1.84 18.70 3.26 8.00 25.54 12.97 16.91
NYSE Composite PR --- 07-20-17 0.84 8.03 1.75 4.53 10.67 2.83 9.01
Russell 2000 TR TR 07-20-17 1.18 7.03 2.92 4.55 20.90 9.32 14.33
S&P 500 TR TR 07-20-17 1.07 11.71 1.64 5.52 16.22 10.03 15.09
S&P MidCap 400 TR 07-20-17 1.11 7.99 2.02 3.77 16.61 9.71 15.38
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 07-20-17 0.48 2.85 -0.02 1.06 0.13 2.85 2.20
US Inter Core Bd TR Bond TR 07-20-17 0.33 2.22 -0.02 0.71 0.43 2.78 2.31
US Lng Core Bd TR Bond TR 07-20-17 1.17 5.89 -0.28 2.46 -1.07 4.75 3.26
US Shrt Core Bd TR Bond TR 07-20-17 0.12 1.20 0.21 0.37 0.72 1.26 1.11
Corporate
US Corp Bd TR Bond TR 07-20-17 0.70 4.68 0.37 2.18 2.34 3.74 3.63
US Inter Corp Bd TR Bond TR 07-20-17 0.46 3.93 0.38 1.54 2.44 3.40 3.66
US Lng Corp Bd TR Bond TR 07-20-17 1.17 6.84 0.37 3.44 2.59 5.06 4.60
US Shrt Corp Bd TR Bond TR 07-20-17 0.16 2.04 0.36 0.78 1.85 1.93 2.20
Government
US Gov Bd TR Bond TR 07-20-17 0.48 2.26 -0.26 0.57 -1.64 2.12 1.15
US Inter Gov Bd TR Bond TR 07-20-17 0.38 2.09 -0.10 0.43 -0.89 2.17 1.24
US Lng Gov Bd TR Bond TR 07-20-17 1.18 4.78 -1.03 1.31 -5.16 4.58 2.00
US Shrt Gov Bd TR Bond TR 07-20-17 0.10 0.80 0.14 0.18 0.19 0.93 0.71
Other
Mortgage TR Bond TR 07-20-17 0.28 1.86 -0.08 0.62 0.51 2.84 2.45
US TIPS TR TR 07-20-17 0.37 1.25 0.05 -0.48 -0.37 0.70 0.03
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 07-20-17 0.49 2.75 -0.05 1.02 0.05 2.63 2.03
BBgBarc US Government TR TR 07-20-17 0.47 2.16 -0.28 0.56 -1.58 2.07 1.15
BBgBarc US MBS TR TR 07-20-17 0.26 1.72 -0.09 0.52 0.30 2.36 1.92
BofAML US HY Master II TR TR 07-20-17 0.80 5.90 1.03 2.71 10.71 5.03 6.84
USTREAS T-Bill Auction Ave 3 --- 06-30-17 --- 0.39 0.08 0.23 0.58 0.26 0.18
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-17 --- 2.41 -0.70 1.36 -5.27 2.69 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 07-20-17 0.66 4.34 0.19 1.59 0.43 3.58 3.15
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 07-20-17 0.27 14.30 -1.02 3.69 0.72 -10.60 -4.00
Euronext BEL 20 PR EUR PR 07-21-17 -0.49 7.68 0.35 3.00 13.26 7.53 11.54
Euronext Paris CAC 40 NR EUR TR 07-21-17 -2.25 7.25 -2.93 2.81 19.60 8.48 12.58
Euronext Paris CAC 40 PR EUR PR 07-21-17 -2.25 5.25 -2.97 1.16 16.94 5.94 9.89
FSE DAX PR EUR PR 07-20-17 -1.54 5.57 -2.87 1.47 19.51 5.66 10.23
FSE DAX TR EUR TR 07-21-17 -3.10 6.61 -4.18 1.59 20.52 8.39 13.05
FTSE 100 PR GBP PR 07-21-17 1.01 4.34 0.07 4.76 11.24 3.47 5.69
FTSE 100 TR GBP TR 07-21-17 1.01 6.71 0.14 5.72 15.68 7.48 9.71
FTSE 250 PR GBP PR 07-21-17 1.77 9.26 0.35 2.03 15.86 8.45 12.08
Hang Seng Hong Kong Composite PR HKD TR 07-21-17 1.53 22.78 5.03 11.18 24.13 4.53 6.75
Hang Seng HSI PR HKD PR 07-21-17 1.32 21.53 4.06 11.21 21.54 4.56 6.36
MSCI AC Far East Ex Japan PR USD PR 07-20-17 1.60 26.34 3.58 12.43 24.24 3.44 5.98
MSCI ACWI PR USD PR 07-20-17 1.41 13.24 2.45 6.78 15.72 3.61 8.95
MSCI EAFE NR USD TR 07-20-17 1.73 17.13 2.74 9.62 20.36 2.47 9.53
MSCI EAFE PR LCL PR 07-20-17 0.20 7.44 -0.19 5.06 15.66 4.87 9.84
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 07-20-17 0.04 7.91 -0.51 3.60 13.96 4.14 8.18
MSCI EM Latin America PR USD PR 07-20-17 1.80 16.88 9.81 4.85 14.00 -7.93 -5.07
MSCI EM PR LCL PR 07-20-17 1.20 18.04 4.20 9.82 19.05 4.31 5.89
MSCI EM PR USD PR 07-20-17 1.79 22.86 5.03 10.53 21.66 -0.12 2.49
MSCI Europe NR USD TR 07-20-17 1.41 19.10 3.18 10.99 22.16 1.44 9.80
MSCI Europe PR LCL PR 07-20-17 -0.09 7.78 -0.80 3.91 15.16 4.63 8.64
MSCI Hong Kong PR USD PR 07-20-17 0.52 21.39 1.09 7.18 15.24 4.59 7.87
MSCI Japan NR USD TR 07-21-17 1.49 12.16 1.46 6.82 16.86 6.23 10.73
MSCI Japan PR LCL PR 07-21-17 0.14 5.84 0.95 8.64 19.87 7.63 16.53
MSCI North America NR USD TR 07-20-17 1.16 11.30 1.90 5.36 15.43 8.40 13.59
MSCI Pacific Ex Japan NR USD TR 07-20-17 2.78 17.80 4.16 6.52 18.07 1.95 6.67
MSCI Pacific Ex Japan PR LCL PR 07-20-17 0.87 8.61 0.96 1.92 9.72 1.80 6.17
MSCI Pacific NR USD TR 07-20-17 2.40 13.78 1.99 7.25 17.82 4.60 9.15
MSCI Pacific PR LCL PR 07-20-17 0.78 6.97 0.90 7.17 17.14 5.45 12.30
MSCI World ex USA NR USD TR 07-20-17 1.79 16.27 3.11 9.30 19.68 1.98 8.96
MSCI World Ex USA PR LCL PR 07-20-17 0.26 6.75 -0.08 4.43 14.83 4.41 9.43
Nikkei 225 Average PR JPY PR 07-21-17 -0.09 5.16 -0.19 7.94 19.57 9.72 18.31
S&P BSE SENSEX India INR PR 07-21-17 0.03 20.29 2.38 9.07 15.58 7.59 13.30
S&P/ASX All Ordinaries PR PR 07-21-17 -0.65 0.91 1.19 -1.94 3.27 1.44 6.41
S&P/TSX Composite PR PR 07-20-17 0.86 -0.15 0.76 -2.31 5.03 0.00 5.60
SIX SMI PR CHF PR 07-21-17 -1.06 8.74 -0.52 4.50 9.24 1.64 7.30
SIX SMI TR CHF PR 07-21-17 -1.05 12.22 -0.51 5.19 12.84 5.03 10.76
SSE Composite PR CNY PR 07-20-17 0.83 4.55 3.34 2.29 7.17 16.37 8.39
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 07-20-17 1.32 12.70 2.40 6.24 17.15 6.45 11.73
Con Tgt Risk TR USD TR 07-20-17 0.61 4.57 0.58 1.92 3.53 2.52 3.36
Mod Agg Tgt Risk TR USD TR 07-20-17 1.18 11.08 2.02 5.38 14.33 5.74 10.13
Mod Con Tgt Risk TR USD TR 07-20-17 0.76 6.69 1.02 3.05 7.08 3.87 5.85
Mod Tgt Risk TR USD TR 07-20-17 0.97 8.74 1.50 4.10 10.52 4.81 7.99
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 07-20-17 0.83 6.12 1.20 2.73 7.17 3.69 6.22
Lifetime Agg 2005 TR USD TR 07-20-17 0.89 6.61 1.24 2.99 7.68 3.95 6.77
Lifetime Agg 2010 TR USD TR 07-20-17 0.99 7.29 1.34 3.35 8.51 4.29 7.49
Lifetime Agg 2015 TR USD TR 07-20-17 1.09 8.10 1.48 3.79 9.62 4.67 8.37
Lifetime Agg 2020 TR USD TR 07-20-17 1.18 9.05 1.68 4.31 11.12 5.12 9.43
Lifetime Agg 2025 TR USD TR 07-20-17 1.27 10.11 1.92 4.89 12.95 5.57 10.47
Lifetime Agg 2030 TR USD TR 07-20-17 1.35 11.07 2.18 5.44 14.71 5.94 11.22
Lifetime Agg 2035 TR USD TR 07-20-17 1.40 11.72 2.38 5.81 15.91 6.12 11.56
Lifetime Agg 2040 TR USD TR 07-20-17 1.43 12.04 2.49 5.99 16.43 6.13 11.58
Lifetime Agg 2045 TR USD TR 07-20-17 1.44 12.17 2.55 6.06 16.56 6.05 11.49
Lifetime Agg 2050 TR USD TR 07-20-17 1.46 12.27 2.59 6.12 16.63 5.94 11.38
Lifetime Agg 2055 TR USD TR 07-20-17 1.47 12.37 2.63 6.17 16.69 5.83 11.27
Lifetime Agg Incm TR USD TR 07-20-17 0.83 6.12 1.20 2.73 7.17 3.70 6.11
Lifetime Con 2000 TR USD TR 07-20-17 0.59 3.84 0.72 1.48 3.33 2.19 3.07
Lifetime Con 2005 TR USD TR 07-20-17 0.65 4.16 0.72 1.64 3.45 2.40 3.41
Lifetime Con 2010 TR USD TR 07-20-17 0.75 4.68 0.74 1.92 3.82 2.69 3.93
Lifetime Con 2015 TR USD TR 07-20-17 0.86 5.33 0.81 2.26 4.45 3.03 4.56
Lifetime Con 2020 TR USD TR 07-20-17 0.95 6.04 0.91 2.64 5.27 3.40 5.29
Lifetime Con 2025 TR USD TR 07-20-17 1.04 6.83 1.04 3.07 6.32 3.80 6.19
Lifetime Con 2030 TR USD TR 07-20-17 1.13 7.81 1.24 3.60 7.84 4.27 7.34
Lifetime Con 2035 TR USD TR 07-20-17 1.22 8.98 1.52 4.24 9.88 4.79 8.56
Lifetime Con 2040 TR USD TR 07-20-17 1.29 10.10 1.82 4.87 11.98 5.24 9.53
Lifetime Con 2045 TR USD TR 07-20-17 1.35 10.92 2.06 5.34 13.48 5.51 10.00
Lifetime Con 2050 TR USD TR 07-20-17 1.39 11.36 2.19 5.58 14.27 5.59 10.16
Lifetime Con 2055 TR USD TR 07-20-17 1.41 11.60 2.27 5.71 14.58 5.56 10.15
Lifetime Con Incm TR USD TR 07-20-17 0.59 3.84 0.72 1.48 3.33 2.19 3.02
Lifetime Mod 2000 TR USD TR 07-20-17 0.72 4.90 0.96 2.06 5.14 2.90 4.67
Lifetime Mod 2005 TR USD TR 07-20-17 0.78 5.30 0.98 2.26 5.45 3.13 5.10
Lifetime Mod 2010 TR USD TR 07-20-17 0.88 5.88 1.04 2.57 6.02 3.43 5.69
Lifetime Mod 2015 TR USD TR 07-20-17 0.98 6.57 1.14 2.95 6.84 3.79 6.42
Lifetime Mod 2020 TR USD TR 07-20-17 1.07 7.38 1.28 3.38 7.95 4.18 7.35
Lifetime Mod 2025 TR USD TR 07-20-17 1.17 8.40 1.49 3.94 9.57 4.66 8.52
Lifetime Mod 2030 TR USD TR 07-20-17 1.26 9.56 1.77 4.58 11.61 5.17 9.68
Lifetime Mod 2035 TR USD TR 07-20-17 1.33 10.62 2.06 5.18 13.58 5.59 10.54
Lifetime Mod 2040 TR USD TR 07-20-17 1.39 11.35 2.28 5.59 14.93 5.81 10.95
Lifetime Mod 2045 TR USD TR 07-20-17 1.42 11.72 2.40 5.80 15.55 5.85 11.01
Lifetime Mod 2050 TR USD TR 07-20-17 1.44 11.89 2.46 5.89 15.75 5.78 10.96
Lifetime Mod 2055 TR USD TR 07-20-17 1.46 12.02 2.51 5.96 15.86 5.69 10.87
Lifetime Mod Incm TR USD TR 07-20-17 0.72 4.90 0.96 2.06 5.14 2.91 4.59
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 07-20-17 0.44 -6.84 0.51 -0.34 -9.90 -5.27 -5.21
Lng/Shrt Cmdty TR TR 07-20-17 -0.75 -8.62 -1.43 -1.80 -10.97 -5.22 -4.13
Lng-Only Cmdty TR TR 07-20-17 2.85 -6.92 5.71 -1.98 -3.24 -16.89 -11.64
Shrt/Flt Cmdty TR TR 07-20-17 -2.56 -0.28 -5.51 1.20 0.49 0.62 1.29
Shrt-Only Cmdty TR TR 07-20-17 -2.95 7.30 -5.90 1.91 0.20 14.89 8.85
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