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 09-01-15 2.48 -5.39 -8.74 -8.97 -2.52 13.41 14.73
Style
Large Cap TR 09-01-15 2.58 -5.66 -8.99 -8.87 -2.43 12.82 14.50
Large Core TR 09-01-15 2.05 -8.21 -8.77 -9.39 -1.33 14.17 15.27
Large Growth TR 09-01-15 2.77 -0.19 -9.34 -6.93 2.42 14.52 17.21
Large Value TR 09-01-15 2.88 -8.78 -8.80 -10.45 -8.55 9.80 11.09
Mid Cap TR 09-01-15 2.25 -4.23 -7.99 -9.07 -2.41 15.58 15.49
Mid Core TR 09-01-15 2.15 -4.56 -8.07 -9.68 -1.18 15.78 16.60
Mid Growth TR 09-01-15 2.08 -1.46 -8.76 -8.25 0.00 14.33 15.22
Mid Value TR 09-01-15 2.54 -6.69 -7.09 -9.26 -6.13 16.71 14.61
Small Cap TR 09-01-15 2.20 -5.93 -8.29 -9.68 -3.97 13.32 14.56
Small Core TR 09-01-15 2.88 -5.76 -7.88 -10.09 -4.17 13.53 14.22
Small Growth TR 09-01-15 1.52 -1.58 -9.64 -8.23 0.25 13.63 15.82
Small Value TR 09-01-15 2.18 -10.14 -7.30 -10.68 -7.74 12.79 13.60
US Core TR 09-01-15 2.13 -7.32 -8.55 -9.51 -1.49 14.43 15.48
US Growth TR 09-01-15 2.55 -0.54 -9.25 -7.28 1.80 14.42 16.76
US Value TR 09-01-15 2.77 -8.45 -8.36 -10.22 -8.00 11.40 11.98
Sector
Cyclical TR 09-01-15 2.25 -4.58 -9.18 -7.36 0.36 15.66 14.57
— Basic Materials TR 09-01-15 3.28 -13.27 -8.55 -16.40 -17.66 5.39 7.02
— Consumer Cyclical TR 09-01-15 2.96 0.34 -8.54 -5.15 6.01 18.21 20.12
— Financial Services TR 09-01-15 1.99 -5.49 -10.11 -6.75 1.27 18.42 13.35
— Real Estate TR 09-01-15 0.22 -8.49 -8.02 -8.65 -2.80 6.42 10.61
Defensive TR 09-01-15 1.00 -1.27 -9.05 -6.84 7.33 17.67 17.57
— Consumer Defensive TR 09-01-15 1.47 -3.78 -7.58 -4.89 5.17 12.73 14.73
— Healthcare TR 09-01-15 1.24 2.68 -10.42 -7.88 10.98 24.15 22.45
— Utilities TR 09-01-15 -1.44 -11.31 -6.13 -6.95 -2.29 8.56 10.07
Sensitive TR 09-01-15 3.73 -8.71 -8.14 -11.67 -10.44 9.30 12.78
— Communication Services TR 09-01-15 2.77 1.86 -5.90 -5.27 0.08 12.53 16.22
— Energy TR 09-01-15 8.33 -18.64 -7.52 -18.21 -34.34 -1.67 6.19
— Industrials TR 09-01-15 2.04 -9.16 -7.75 -10.20 -4.81 14.42 14.32
— Technology TR 09-01-15 3.47 -6.23 -8.95 -11.37 -3.38 11.22 14.59
Moat
Morningstar Wide Moat Focus TR 09-01-15 2.32 -8.68 -9.78 -9.04 -9.20 12.15 15.17
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 09-01-15 2.59 -8.33 -8.84 -10.40 -3.78 9.71 12.17
NASDAQ Composite PR PR 09-01-15 2.88 -2.11 -9.60 -8.79 1.22 14.77 16.32
NYSE Composite PR --- 09-01-15 1.88 -8.90 -9.26 -10.73 -10.61 7.20 7.40
Russell 2000 TR TR 09-01-15 2.21 -5.59 -8.82 -9.43 -2.68 13.09 14.06
S&P 500 TR TR 09-01-15 2.52 -5.75 -8.81 -8.90 -2.49 13.18 14.51
S&P MidCap 400 TR 09-01-15 1.93 -4.27 -8.25 -9.47 -2.82 14.00 14.71
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 09-01-15 -0.11 0.84 0.00 0.13 2.08 1.75 3.22
Intermediate Core Bond TR 09-01-15 0.01 1.64 0.19 0.34 2.94 2.17 3.36
Long-Term Core Bond TR 09-01-15 -0.43 -1.55 -0.42 -0.44 0.92 1.90 5.34
Short-Term Core Bond TR 09-01-15 -0.06 0.91 -0.02 0.15 1.03 0.94 1.33
Corporate
Corp Bond TR 09-01-15 -0.06 -0.37 -0.53 -0.95 -0.25 2.37 4.41
Intermediate Corp Bond TR 09-01-15 -0.02 1.39 -0.27 -0.53 1.22 2.91 4.50
Long-Term Corp Bond TR 09-01-15 -0.08 -2.67 -0.97 -1.79 -2.25 2.38 5.58
Short-Term Corp Bond TR 09-01-15 -0.07 1.18 -0.10 -0.05 1.04 1.89 2.56
Government
Intermediate US Govt Bond TR 09-01-15 -0.12 1.93 0.30 0.75 2.85 1.00 2.56
Long-Term US Govt Bond TR 09-01-15 -0.82 0.45 0.20 1.06 5.14 1.69 5.18
Short-Term US Govt Bond TR 09-01-15 -0.06 0.82 0.02 0.23 1.01 0.64 0.96
US Govt Bond TR 09-01-15 -0.26 1.03 0.15 0.60 2.42 0.95 2.46
Other
Mortgage Bond TR 09-01-15 0.07 1.59 0.24 0.37 3.31 2.48 3.38
TIPS TR 09-01-15 0.00 -0.60 -1.00 -0.96 -2.96 -1.49 2.90
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 09-01-15 -0.10 0.54 -0.05 0.02 1.65 1.56 3.06
Barclays US Government TR TR 09-01-15 -0.25 1.03 0.15 0.57 2.38 0.96 2.42
Barclays US MBS TR TR 09-01-15 0.06 1.09 0.16 0.26 2.73 1.87 2.86
BofAML US HY Master II TR TR 09-01-15 0.56 -0.05 -1.88 -3.94 -3.21 4.82 7.07
USTREAS T-Bill Auction Ave 3 --- 08-31-15 --- 0.01 0.01 0.01 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-15 --- 0.93 0.10 -0.26 3.34 0.24 2.72
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 09-01-15 -0.19 0.99 0.15 0.87 2.47 2.82 3.97
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 09-01-15 3.95 -23.67 -15.31 -19.82 -35.99 -9.89 -2.93
Euronext BEL 20 PR EUR PR 09-01-15 -0.13 3.12 -9.97 -8.45 6.51 13.03 6.00
Euronext Paris CAC 40 NR EUR TR 09-01-15 -0.52 8.23 -10.65 -9.28 6.01 12.64 7.43
Euronext Paris CAC 40 PR EUR PR 09-01-15 -0.52 6.28 -10.65 -9.63 3.69 9.99 4.62
FSE DAX PR EUR PR 09-01-15 -1.11 -0.38 -11.44 -12.42 3.05 9.66 7.10
FSE DAX TR EUR TR 09-01-15 -1.11 2.14 -11.44 -12.42 5.66 12.84 10.48
FTSE 100 PR GBP PR 09-01-15 -0.37 -7.73 -9.52 -12.87 -11.23 1.99 2.46
FTSE 100 TR GBP TR 09-01-15 -0.35 -5.02 -8.81 -11.91 -7.96 5.74 6.22
FTSE 250 PR GBP PR 09-01-15 0.71 4.69 -4.74 -7.57 5.54 13.86 10.85
Hang Seng Hong Kong Composite PR HKD TR 09-02-15 0.41 -12.33 -14.43 -26.13 -15.24 2.93 -0.61
Hang Seng HSI PR HKD PR 09-02-15 -0.05 -10.74 -14.48 -23.29 -14.87 2.64 0.19
MSCI AC Far East Ex Japan PR USD PR 09-01-15 1.85 -14.74 -11.81 -22.32 -20.58 -0.78 0.10
MSCI ACWI PR USD PR 09-01-15 1.12 -7.42 -9.52 -11.07 -10.52 6.23 6.14
MSCI EAFE NR USD TR 09-01-15 -1.12 -2.63 -9.60 -9.98 -9.69 7.65 5.94
MSCI EAFE PR LCL PR 09-01-15 0.05 -0.81 -10.45 -11.60 0.38 11.06 5.68
MSCI EASEA PR LCL PR 09-01-15 -0.78 -2.02 -10.16 -11.16 -3.14 7.47 4.14
MSCI EM Latin America PR USD PR 09-01-15 0.97 -26.67 -13.21 -20.00 -45.33 -17.33 -13.41
MSCI EM PR LCL PR 09-01-15 1.57 -9.29 -8.76 -15.55 -13.85 0.86 0.35
MSCI EM PR USD PR 09-01-15 1.60 -16.23 -11.15 -20.12 -26.54 -5.43 -4.14
MSCI Europe NR USD TR 09-01-15 -2.34 -2.87 -9.28 -8.89 -10.55 7.93 6.24
MSCI Europe PR LCL PR 09-01-15 -0.76 -1.02 -9.90 -10.81 -1.75 8.05 4.59
MSCI Hong Kong PR USD PR 09-01-15 -0.74 -7.67 -14.68 -19.08 -12.58 4.84 3.99
MSCI Japan NR USD TR 09-01-15 3.05 4.54 -8.42 -9.49 1.30 11.36 6.70
MSCI Japan PR LCL PR 09-01-15 3.01 3.63 -11.41 -12.95 14.63 26.04 12.21
MSCI North America NR USD TR 09-01-15 2.55 -6.58 -8.87 -9.40 -4.76 11.46 12.78
MSCI Pacific Ex Japan NR USD TR 09-01-15 -1.98 -14.35 -13.85 -17.48 -23.70 -0.32 2.97
MSCI Pacific Ex Japan PR LCL PR 09-01-15 -0.84 -8.04 -11.91 -13.89 -11.42 4.21 1.99
MSCI Pacific NR USD TR 09-01-15 1.39 -2.37 -10.23 -12.21 -8.34 6.99 5.43
MSCI Pacific PR LCL PR 09-01-15 1.73 -0.64 -11.62 -13.32 4.27 16.98 8.07
MSCI World ex USA NR USD TR 09-01-15 -0.80 -4.09 -9.51 -10.35 -11.39 6.62 5.34
MSCI World Ex USA PR LCL PR 09-01-15 0.23 -1.46 -10.19 -11.49 -0.97 10.41 5.33
Nikkei 225 Average PR JPY PR 09-02-15 -1.53 3.69 -12.10 -11.92 15.49 26.97 14.83
S&P BSE SENSEX India INR PR 09-01-15 -1.29 -6.56 -8.60 -7.73 -4.36 13.81 7.14
S&P/ASX All Ordinaries PR PR 09-01-15 -0.52 -5.04 -9.94 -10.76 -9.10 5.65 2.48
S&P/TSX Composite PR PR 09-01-15 2.52 -7.86 -6.82 -10.56 -13.72 4.10 2.35
Shanghai SE Composite PR CNY PR 09-01-15 6.80 -2.10 -13.57 -34.42 41.65 15.64 3.84
SIX SMI PR CHF PR 09-01-15 -1.57 -4.03 -8.56 -6.97 -1.44 10.51 6.37
SIX SMI TR CHF PR 09-01-15 -1.57 -1.18 -8.55 -6.94 1.58 13.89 9.80
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 09-01-15 1.56 -5.80 -8.26 -9.92 -7.90 9.10 10.21
Conservative Target Risk TR 09-01-15 0.19 -1.33 -1.59 -1.84 -2.41 2.07 3.96
Moderate Target Risk TR 09-01-15 0.93 -3.73 -5.06 -6.09 -5.14 6.04 7.56
Moderately Aggr Target Risk TR 09-01-15 1.28 -4.85 -6.81 -8.25 -6.67 7.81 9.06
Moderately Cons Target Risk TR 09-01-15 0.57 -2.36 -3.31 -3.85 -3.44 4.27 5.90
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 09-01-15 0.82 -2.69 -4.01 -4.76 -3.73 4.88 7.13
Lifetime Aggressive 2005 TR 09-01-15 0.85 -2.97 -4.31 -5.12 -4.00 5.41 7.64
Lifetime Aggressive 2010 TR 09-01-15 0.92 -3.32 -4.75 -5.64 -4.36 6.06 8.25
Lifetime Aggressive 2015 TR 09-01-15 1.03 -3.74 -5.32 -6.32 -4.83 6.88 8.95
Lifetime Aggressive 2020 TR 09-01-15 1.18 -4.26 -6.08 -7.22 -5.45 7.83 9.67
Lifetime Aggressive 2025 TR 09-01-15 1.36 -4.85 -6.95 -8.25 -6.21 8.69 10.24
Lifetime Aggressive 2030 TR 09-01-15 1.52 -5.40 -7.71 -9.18 -6.96 9.19 10.50
Lifetime Aggressive 2035 TR 09-01-15 1.61 -5.76 -8.18 -9.78 -7.55 9.28 10.47
Lifetime Aggressive 2040 TR 09-01-15 1.63 -5.93 -8.34 -10.04 -7.92 9.15 10.31
Lifetime Aggressive 2045 TR 09-01-15 1.62 -6.01 -8.38 -10.15 -8.19 8.99 10.12
Lifetime Aggressive 2050 TR 09-01-15 1.60 -6.07 -8.40 -10.25 -8.45 8.82 9.92
Lifetime Aggressive 2055 TR 09-01-15 1.58 -6.13 -8.41 -10.34 -8.71 8.65 9.72
Lifetime Aggressive Income TR 09-01-15 0.81 -2.64 -3.97 -4.71 -3.69 4.71 6.91
Lifetime Conservative 2000 TR 09-01-15 0.35 -1.29 -1.86 -2.36 -2.64 1.82 4.44
Lifetime Conservative 2005 TR 09-01-15 0.34 -1.48 -1.96 -2.49 -2.74 2.15 4.84
Lifetime Conservative 2010 TR 09-01-15 0.36 -1.74 -2.20 -2.76 -2.93 2.63 5.34
Lifetime Conservative 2015 TR 09-01-15 0.40 -2.06 -2.55 -3.17 -3.21 3.21 5.89
Lifetime Conservative 2020 TR 09-01-15 0.47 -2.43 -2.98 -3.68 -3.56 3.87 6.50
Lifetime Conservative 2025 TR 09-01-15 0.56 -2.83 -3.54 -4.35 -4.00 4.73 7.24
Lifetime Conservative 2030 TR 09-01-15 0.72 -3.35 -4.34 -5.29 -4.62 5.81 8.08
Lifetime Conservative 2035 TR 09-01-15 0.92 -3.99 -5.33 -6.48 -5.45 6.87 8.82
Lifetime Conservative 2040 TR 09-01-15 1.12 -4.62 -6.27 -7.62 -6.32 7.56 9.25
Lifetime Conservative 2045 TR 09-01-15 1.24 -5.08 -6.88 -8.40 -7.02 7.76 9.33
Lifetime Conservative 2050 TR 09-01-15 1.29 -5.37 -7.18 -8.81 -7.52 7.72 9.25
Lifetime Conservative 2055 TR 09-01-15 1.29 -5.50 -7.29 -9.00 -7.85 7.61 9.10
Lifetime Conservative Income TR 09-01-15 0.35 -1.25 -1.85 -2.34 -2.61 1.74 4.29
Lifetime Moderate 2000 TR 09-01-15 0.59 -2.02 -2.99 -3.63 -3.21 3.42 5.85
Lifetime Moderate 2005 TR 09-01-15 0.60 -2.25 -3.18 -3.86 -3.39 3.83 6.28
Lifetime Moderate 2010 TR 09-01-15 0.64 -2.54 -3.50 -4.24 -3.66 4.37 6.81
Lifetime Moderate 2015 TR 09-01-15 0.71 -2.90 -3.94 -4.75 -4.01 5.04 7.43
Lifetime Moderate 2020 TR 09-01-15 0.81 -3.32 -4.53 -5.45 -4.48 5.93 8.18
Lifetime Moderate 2025 TR 09-01-15 0.98 -3.87 -5.36 -6.43 -5.14 7.01 9.00
Lifetime Moderate 2030 TR 09-01-15 1.18 -4.52 -6.34 -7.60 -5.97 7.98 9.66
Lifetime Moderate 2035 TR 09-01-15 1.37 -5.12 -7.20 -8.65 -6.80 8.56 9.99
Lifetime Moderate 2040 TR 09-01-15 1.48 -5.54 -7.73 -9.33 -7.44 8.71 10.01
Lifetime Moderate 2045 TR 09-01-15 1.51 -5.74 -7.95 -9.65 -7.85 8.61 9.87
Lifetime Moderate 2050 TR 09-01-15 1.50 -5.84 -8.01 -9.79 -8.15 8.47 9.71
Lifetime Moderate 2055 TR 09-01-15 1.49 -5.92 -8.05 -9.90 -8.43 8.30 9.52
Lifetime Moderate Income TR 09-01-15 0.59 -1.98 -2.96 -3.59 -3.17 3.30 5.67
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 09-01-15 0.01 -2.33 -0.57 -2.29 -3.66 -5.52 0.57
Long/Short Commodity TR 09-01-15 0.22 1.53 -0.03 -2.08 1.40 -1.74 1.87
Long-Only Commodity TR 09-01-15 4.49 -14.05 -3.43 -13.06 -34.42 -16.39 -4.96
Short/Flat Commodity TR 09-01-15 0.24 3.90 0.55 0.15 4.96 3.63 1.19
Short-Only Commodity TR 09-01-15 -5.05 9.36 1.77 10.78 42.46 14.78 1.71
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