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 08-27-15 -2.26 -1.94 -3.62 -6.13 1.25 14.72 15.90
Style
Large Cap TR 08-27-15 -2.29 -2.03 -3.90 -5.81 1.49 14.16 15.71
Large Core TR 08-27-15 -2.62 -4.68 -3.47 -6.51 2.71 15.55 16.52
Large Growth TR 08-27-15 -1.66 3.98 -4.08 -3.65 6.71 16.00 18.42
Large Value TR 08-27-15 -2.67 -5.59 -4.12 -7.44 -5.15 10.98 12.23
Mid Cap TR 08-27-15 -2.29 -1.05 -2.53 -6.67 1.23 16.85 16.62
Mid Core TR 08-27-15 -2.67 -1.44 -2.56 -7.30 2.47 17.09 17.74
Mid Growth TR 08-27-15 -1.60 2.23 -2.81 -5.57 4.14 15.74 16.36
Mid Value TR 08-27-15 -2.59 -3.96 -2.21 -7.13 -3.00 17.79 15.71
Small Cap TR 08-27-15 -1.79 -3.56 -3.85 -7.86 -1.31 14.39 15.45
Small Core TR 08-27-15 -2.02 -3.82 -3.83 -8.74 -1.88 14.41 15.04
Small Growth TR 08-27-15 -1.10 1.54 -4.41 -5.55 3.69 15.00 16.72
Small Value TR 08-27-15 -2.26 -8.07 -3.29 -9.19 -5.43 13.75 14.58
US Core TR 08-27-15 -2.59 -3.99 -3.29 -6.85 2.33 15.75 16.68
US Growth TR 08-27-15 -1.61 3.47 -3.86 -4.16 6.01 15.87 17.94
US Value TR 08-27-15 -2.63 -5.43 -3.68 -7.49 -4.72 12.54 13.10
Sector
Cyclical TR 08-27-15 -2.58 -0.94 -3.95 -4.39 4.16 17.28 15.91
— Basic Materials TR 08-27-15 -2.35 -10.66 -2.56 -14.20 -15.02 6.47 8.16
— Consumer Cyclical TR 08-27-15 -1.63 3.33 -3.29 -2.78 8.98 19.67 21.24
— Financial Services TR 08-27-15 -2.86 -1.21 -4.96 -3.35 5.79 20.27 14.87
— Real Estate TR 08-27-15 -4.63 -4.54 -3.06 -4.88 1.76 8.12 12.25
Defensive TR 08-27-15 -2.65 2.93 -3.22 -3.02 12.28 19.25 18.77
— Consumer Defensive TR 08-27-15 -2.85 -0.90 -3.59 -2.70 8.40 13.75 15.65
— Healthcare TR 08-27-15 -2.07 7.75 -3.74 -3.25 16.79 26.22 23.80
— Utilities TR 08-27-15 -4.89 -7.33 0.64 -2.57 3.44 9.83 11.31
Sensitive TR 08-27-15 -1.70 -5.86 -3.61 -9.56 -7.36 10.24 13.79
— Communication Services TR 08-27-15 -1.49 4.69 -0.89 -3.43 3.40 13.58 17.26
— Energy TR 08-27-15 -1.84 -18.34 -5.96 -18.39 -33.68 -1.76 6.69
— Industrials TR 08-27-15 -2.32 -6.09 -1.87 -8.02 -1.82 15.47 15.47
— Technology TR 08-27-15 -1.33 -2.58 -4.31 -8.45 0.86 12.47 15.66
Moat
Morningstar Wide Moat Focus TR 08-27-15 -2.44 -5.24 -4.68 -6.58 -5.73 13.52 16.20
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 08-27-15 -1.95 -5.01 -4.18 -7.72 -0.39 10.94 13.25
NASDAQ Composite PR PR 08-27-15 -1.33 1.62 -4.51 -5.75 5.32 16.13 17.45
NYSE Composite PR --- 08-27-15 -2.34 -5.62 -4.00 -8.19 -7.31 8.38 8.53
Russell 2000 TR TR 08-27-15 -1.59 -3.48 -4.91 -7.73 -0.34 14.02 14.87
S&P 500 TR TR 08-27-15 -2.32 -2.14 -3.64 -5.91 1.43 14.52 15.72
S&P MidCap 400 TR 08-27-15 -2.54 -1.30 -2.92 -7.30 0.55 15.27 15.78
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 08-27-15 -0.42 0.81 0.15 -0.14 2.19 1.87 3.27
Intermediate Core Bond TR 08-27-15 -0.11 1.63 0.37 0.22 3.03 2.26 3.41
Long-Term Core Bond TR 08-27-15 -1.69 -1.69 -0.24 -1.41 1.07 2.15 5.41
Short-Term Core Bond TR 08-27-15 0.02 0.95 0.06 0.19 1.13 1.00 1.36
Corporate
Corp Bond TR 08-27-15 -0.84 -0.64 -0.59 -1.64 -0.38 2.46 4.41
Intermediate Corp Bond TR 08-27-15 -0.26 1.25 -0.22 -0.85 1.14 3.04 4.53
Long-Term Corp Bond TR 08-27-15 -1.71 -3.19 -1.17 -3.12 -2.50 2.44 5.54
Short-Term Corp Bond TR 08-27-15 -0.04 1.18 -0.05 -0.10 1.06 1.97 2.59
Government
Intermediate US Govt Bond TR 08-27-15 -0.04 2.01 0.55 0.73 3.07 1.18 2.66
Long-Term US Govt Bond TR 08-27-15 -1.66 0.74 0.78 0.48 5.78 2.15 5.35
Short-Term US Govt Bond TR 08-27-15 0.05 0.88 0.10 0.29 1.14 0.70 0.99
US Govt Bond TR 08-27-15 -0.39 1.15 0.40 0.49 2.68 1.14 2.55
Other
Mortgage Bond TR 08-27-15 -0.11 1.56 0.42 0.25 3.39 2.54 3.42
TIPS TR 08-27-15 -0.43 -0.38 -0.53 -1.07 -2.76 -1.32 3.00
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 08-27-15 -0.39 0.59 0.17 -0.21 1.83 1.70 3.13
Barclays US Government TR TR 08-27-15 -0.37 1.16 0.39 0.47 2.63 1.14 2.51
Barclays US MBS TR TR 08-27-15 -0.09 1.08 0.35 0.15 2.84 1.94 2.91
BofAML US HY Master II TR TR 08-27-15 -0.19 -0.22 -1.24 -4.08 -3.31 4.82 7.08
USTREAS T-Bill Auction Ave 3 --- 07-31-15 --- 0.01 0.00 0.00 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 TR 07-31-15 --- 0.84 1.53 -0.80 5.56 0.07 3.58
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 08-27-15 -0.10 1.01 0.16 1.03 2.70 2.86 3.98
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 08-27-15 -1.79 -25.33 -16.95 -22.93 -37.79 -10.81 -3.04
Euronext BEL 20 PR EUR PR 08-28-15 0.70 5.36 -6.94 -7.79 8.28 13.74 7.00
Euronext Paris CAC 40 NR EUR TR 08-28-15 0.95 11.42 -6.07 -8.59 9.47 13.53 8.79
Euronext Paris CAC 40 PR EUR PR 08-28-15 0.95 9.42 -6.07 -9.01 7.08 10.86 5.92
FSE DAX PR EUR PR 08-27-15 -1.12 2.60 -6.70 -12.57 5.13 10.34 8.21
FSE DAX TR EUR TR 08-28-15 1.72 5.03 -7.83 -11.81 8.83 13.72 11.59
FTSE 100 PR GBP PR 08-31-15 0.97 -4.85 -6.70 -10.54 -8.38 3.04 3.64
FTSE 100 TR GBP TR 08-31-15 1.00 -2.05 -5.96 -9.55 -5.01 6.83 7.45
FTSE 250 PR GBP PR 08-31-15 1.36 6.35 -3.23 -5.77 7.68 14.45 11.73
Hang Seng Hong Kong Composite PR HKD TR 08-28-15 -1.68 -8.36 -9.89 -22.80 -11.15 3.86 0.70
Hang Seng HSI PR HKD PR 08-28-15 -2.02 -6.98 -10.39 -20.02 -11.25 3.49 1.29
MSCI AC Far East Ex Japan PR USD PR 08-28-15 0.47 -13.04 -9.77 -21.00 -18.96 -0.36 0.74
MSCI ACWI PR USD PR 08-27-15 -2.69 -4.68 -5.20 -9.29 -8.02 7.02 7.19
MSCI EAFE NR USD TR 08-28-15 -0.46 0.42 -5.19 -8.23 -6.79 8.53 7.16
MSCI EAFE PR LCL PR 08-28-15 0.18 2.46 -6.03 -9.48 3.97 11.95 6.79
MSCI EASEA PR LCL PR 08-28-15 0.67 0.71 -6.28 -9.78 -0.14 8.26 5.30
MSCI EM Latin America PR USD PR 08-27-15 -0.13 -23.46 -6.82 -17.72 -42.41 -16.61 -12.13
MSCI EM PR LCL PR 08-27-15 -1.66 -8.13 -6.42 -15.56 -13.01 0.87 0.94
MSCI EM PR USD PR 08-27-15 -2.07 -14.98 -8.91 -20.21 -25.66 -5.41 -3.47
MSCI Europe NR USD TR 08-28-15 -0.31 -0.27 -5.21 -8.12 -7.94 8.82 7.56
MSCI Europe PR LCL PR 08-28-15 0.85 1.72 -5.95 -9.68 1.36 8.86 5.78
MSCI Hong Kong PR USD PR 08-28-15 -2.20 -5.59 -11.82 -17.03 -10.91 5.33 4.60
MSCI Japan NR USD TR 08-28-15 -0.28 8.81 -3.07 -5.78 5.09 12.17 7.48
MSCI Japan PR LCL PR 08-28-15 -1.46 8.88 -5.14 -8.33 20.60 27.23 13.13
MSCI North America NR USD TR 08-27-15 -2.21 -3.13 -3.69 -6.58 -1.03 12.74 13.95
MSCI Pacific Ex Japan NR USD TR 08-28-15 -1.31 -10.90 -9.00 -14.14 -20.71 0.69 4.50
MSCI Pacific Ex Japan PR LCL PR 08-28-15 -0.02 -5.30 -8.24 -11.10 -8.90 4.96 3.04
MSCI Pacific NR USD TR 08-28-15 -0.61 1.60 -5.05 -8.63 -4.84 7.90 6.49
MSCI Pacific PR LCL PR 08-28-15 -1.01 3.72 -6.20 -9.29 8.89 18.05 9.05
MSCI World ex USA NR USD TR 08-27-15 -3.29 -2.04 -5.79 -9.54 -9.95 7.04 6.34
MSCI World Ex USA PR LCL PR 08-27-15 -3.28 0.79 -6.15 -10.30 0.98 10.73 6.21
Nikkei 225 Average PR JPY PR 08-28-15 -1.54 9.66 -5.87 -6.89 23.78 28.43 16.31
S&P BSE SENSEX India INR PR 08-28-15 -3.56 -4.03 -3.89 -4.05 -0.92 14.39 7.96
S&P/ASX All Ordinaries PR PR 08-27-15 -1.00 -2.71 -6.03 -8.41 -7.19 6.23 3.55
S&P/TSX Composite PR PR 08-27-15 0.22 -5.92 -1.68 -8.89 -11.77 4.54 2.99
Shanghai SE Composite PR CNY PR 08-28-15 -7.85 -0.07 -11.76 -30.04 47.20 15.96 4.36
SIX SMI PR CHF PR 08-28-15 -0.15 -2.21 -5.29 -6.48 1.89 11.01 7.28
SIX SMI TR CHF PR 08-28-15 -0.15 0.70 -5.28 -6.43 5.01 14.41 10.74
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 08-27-15 -2.39 -3.38 -4.26 -8.18 -5.51 9.91 11.14
Conservative Target Risk TR 08-27-15 -0.66 -0.88 -0.74 -1.60 -1.89 2.29 4.16
Moderate Target Risk TR 08-27-15 -1.55 -2.22 -2.49 -5.03 -3.59 6.57 8.13
Moderately Aggr Target Risk TR 08-27-15 -2.02 -2.87 -3.49 -6.84 -4.70 8.48 9.83
Moderately Cons Target Risk TR 08-27-15 -1.10 -1.34 -1.56 -3.17 -2.37 4.66 6.30
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 08-27-15 -1.23 -1.49 -1.97 -3.88 -2.45 5.35 7.60
Lifetime Aggressive 2005 TR 08-27-15 -1.37 -1.68 -2.14 -4.21 -2.64 5.90 8.15
Lifetime Aggressive 2010 TR 08-27-15 -1.52 -1.92 -2.37 -4.65 -2.88 6.59 8.82
Lifetime Aggressive 2015 TR 08-27-15 -1.70 -2.17 -2.68 -5.22 -3.19 7.46 9.59
Lifetime Aggressive 2020 TR 08-27-15 -1.91 -2.47 -3.08 -5.95 -3.60 8.47 10.40
Lifetime Aggressive 2025 TR 08-27-15 -2.12 -2.80 -3.55 -6.78 -4.12 9.41 11.06
Lifetime Aggressive 2030 TR 08-27-15 -2.30 -3.13 -3.98 -7.54 -4.68 9.97 11.40
Lifetime Aggressive 2035 TR 08-27-15 -2.41 -3.37 -4.26 -8.05 -5.17 10.10 11.40
Lifetime Aggressive 2040 TR 08-27-15 -2.44 -3.52 -4.38 -8.31 -5.54 9.97 11.25
Lifetime Aggressive 2045 TR 08-27-15 -2.45 -3.62 -4.44 -8.45 -5.84 9.80 11.06
Lifetime Aggressive 2050 TR 08-27-15 -2.46 -3.71 -4.49 -8.58 -6.14 9.60 10.86
Lifetime Aggressive 2055 TR 08-27-15 -2.46 -3.80 -4.54 -8.71 -6.44 9.41 10.65
Lifetime Aggressive Income TR 08-27-15 -1.22 -1.45 -1.95 -3.84 -2.42 5.17 7.36
Lifetime Conservative 2000 TR 08-27-15 -0.66 -0.79 -0.94 -2.07 -2.08 2.07 4.66
Lifetime Conservative 2005 TR 08-27-15 -0.77 -0.97 -0.99 -2.21 -2.16 2.42 5.07
Lifetime Conservative 2010 TR 08-27-15 -0.90 -1.17 -1.12 -2.47 -2.28 2.92 5.60
Lifetime Conservative 2015 TR 08-27-15 -1.05 -1.40 -1.30 -2.83 -2.45 3.53 6.20
Lifetime Conservative 2020 TR 08-27-15 -1.21 -1.64 -1.53 -3.27 -2.68 4.23 6.86
Lifetime Conservative 2025 TR 08-27-15 -1.39 -1.89 -1.82 -3.82 -2.96 5.13 7.67
Lifetime Conservative 2030 TR 08-27-15 -1.60 -2.17 -2.25 -4.59 -3.37 6.27 8.61
Lifetime Conservative 2035 TR 08-27-15 -1.84 -2.52 -2.78 -5.54 -3.92 7.40 9.45
Lifetime Conservative 2040 TR 08-27-15 -2.05 -2.88 -3.29 -6.47 -4.55 8.18 9.97
Lifetime Conservative 2045 TR 08-27-15 -2.18 -3.17 -3.65 -7.11 -5.10 8.42 10.10
Lifetime Conservative 2050 TR 08-27-15 -2.25 -3.40 -3.84 -7.49 -5.56 8.40 10.05
Lifetime Conservative 2055 TR 08-27-15 -2.28 -3.53 -3.94 -7.69 -5.90 8.28 9.90
Lifetime Conservative Income TR 08-27-15 -0.66 -0.76 -0.93 -2.04 -2.06 1.99 4.50
Lifetime Moderate 2000 TR 08-27-15 -0.96 -1.15 -1.48 -3.02 -2.27 3.78 6.19
Lifetime Moderate 2005 TR 08-27-15 -1.08 -1.34 -1.59 -3.25 -2.40 4.21 6.66
Lifetime Moderate 2010 TR 08-27-15 -1.22 -1.55 -1.76 -3.59 -2.58 4.78 7.23
Lifetime Moderate 2015 TR 08-27-15 -1.37 -1.78 -1.99 -4.03 -2.82 5.49 7.90
Lifetime Moderate 2020 TR 08-27-15 -1.56 -2.04 -2.30 -4.61 -3.12 6.42 8.73
Lifetime Moderate 2025 TR 08-27-15 -1.78 -2.34 -2.74 -5.41 -3.55 7.57 9.65
Lifetime Moderate 2030 TR 08-27-15 -2.01 -2.70 -3.27 -6.34 -4.11 8.62 10.41
Lifetime Moderate 2035 TR 08-27-15 -2.21 -3.05 -3.75 -7.19 -4.72 9.27 10.82
Lifetime Moderate 2040 TR 08-27-15 -2.32 -3.32 -4.06 -7.77 -5.24 9.46 10.89
Lifetime Moderate 2045 TR 08-27-15 -2.37 -3.49 -4.21 -8.06 -5.63 9.37 10.76
Lifetime Moderate 2050 TR 08-27-15 -2.39 -3.61 -4.29 -8.24 -5.95 9.22 10.60
Lifetime Moderate 2055 TR 08-27-15 -2.40 -3.71 -4.34 -8.38 -6.26 9.04 10.41
Lifetime Moderate Income TR 08-27-15 -0.96 -1.12 -1.47 -2.99 -2.25 3.66 6.00
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 08-27-15 -0.35 -2.33 -0.54 -2.27 -3.28 -5.29 0.64
Long/Short Commodity TR 08-27-15 0.51 1.38 -0.30 -2.40 1.75 -1.65 1.88
Long-Only Commodity TR 08-27-15 -1.76 -15.87 -5.83 -13.64 -35.51 -16.64 -5.29
Short/Flat Commodity TR 08-27-15 0.85 3.72 0.23 -0.21 4.89 3.47 1.12
Short-Only Commodity TR 08-27-15 0.99 12.07 4.70 12.43 45.45 15.25 2.13
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