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 05-26-15 -1.07 3.51 -0.56 0.28 13.03 19.52 17.14
Style
Large Cap TR 05-26-15 -1.10 3.03 -0.50 0.13 12.88 19.08 16.91
Large Core TR 05-26-15 -1.34 0.92 -0.17 -0.19 13.60 20.86 17.65
Large Growth TR 05-26-15 -0.87 6.64 -1.26 -0.06 18.02 19.92 18.67
Large Value TR 05-26-15 -1.09 1.38 0.04 0.72 6.96 16.51 14.46
Mid Cap TR 05-26-15 -0.86 5.27 -0.48 0.93 14.16 21.19 18.09
Mid Core TR 05-26-15 -0.83 5.33 0.40 1.16 15.90 21.29 19.48
Mid Growth TR 05-26-15 -0.86 7.64 -1.49 1.22 17.34 19.73 17.69
Mid Value TR 05-26-15 -0.90 2.78 -0.36 0.38 9.12 22.61 17.04
Small Cap TR 05-26-15 -1.37 3.47 -1.41 0.00 11.06 19.24 16.42
Small Core TR 05-26-15 -1.19 4.22 -0.43 1.05 11.26 19.48 15.80
Small Growth TR 05-26-15 -1.32 6.10 -1.67 0.23 14.10 19.06 17.63
Small Value TR 05-26-15 -1.60 0.24 -2.16 -1.29 8.00 19.18 15.85
US Core TR 05-26-15 -1.22 2.04 -0.07 0.17 13.92 20.86 17.92
US Growth TR 05-26-15 -0.90 6.80 -1.33 0.20 17.62 19.82 18.45
US Value TR 05-26-15 -1.09 1.58 -0.21 0.49 7.48 17.93 15.08
Sector
Cyclical TR 05-26-15 -1.36 2.76 -0.02 0.57 14.10 21.16 16.09
— Basic Materials TR 05-26-15 -1.07 3.41 -0.08 -1.41 3.08 14.52 12.16
— Consumer Cyclical TR 05-26-15 -1.12 5.57 -1.64 0.40 17.64 22.23 21.17
— Financial Services TR 05-26-15 -1.61 1.26 2.26 2.12 14.88 24.22 14.05
— Real Estate TR 05-26-15 -1.38 -0.57 -3.34 -2.92 11.31 12.26 14.73
Defensive TR 05-26-15 -0.95 5.19 -0.60 1.09 21.94 22.49 19.86
— Consumer Defensive TR 05-26-15 -1.20 1.24 -0.83 -1.11 14.60 16.59 16.89
— Healthcare TR 05-26-15 -0.82 10.13 -0.08 2.97 30.10 30.15 24.52
— Utilities TR 05-26-15 -0.86 -5.40 -2.43 -1.65 8.98 12.08 14.10
Sensitive TR 05-26-15 -0.90 3.03 -0.96 -0.48 7.12 16.69 15.66
— Communication Services TR 05-26-15 1.49 7.52 0.10 2.50 9.27 20.00 19.18
— Energy TR 05-26-15 -0.92 0.16 -3.52 -0.03 -14.82 8.59 11.33
— Industrials TR 05-26-15 -1.59 1.37 -0.37 -1.49 8.20 20.19 16.91
— Technology TR 05-26-15 -0.91 4.55 -0.59 -0.53 18.72 18.45 16.76
Moat
Morningstar Wide Moat Focus TR 05-26-15 -1.14 1.07 -0.89 1.49 7.31 19.63 16.69
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 05-26-15 -1.42 2.25 0.11 -0.42 11.20 15.97 15.50
NASDAQ Composite PR PR 05-26-15 -0.74 6.26 -1.17 0.90 20.23 21.05 18.04
NYSE Composite PR --- 05-26-15 -1.32 2.09 -1.14 -0.15 3.59 13.67 10.78
Russell 2000 TR TR 05-26-15 -1.33 3.30 -2.17 0.29 11.44 18.96 15.56
S&P 500 TR TR 05-26-15 -1.08 3.04 -0.42 0.16 12.98 19.40 16.97
S&P MidCap 400 TR 05-26-15 -1.04 5.55 -0.47 1.15 12.97 19.48 17.15
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 05-26-15 0.49 0.92 -0.99 -0.14 3.43 2.46 3.95
Intermediate Core Bond TR 05-26-15 0.27 1.39 -0.50 0.54 3.59 2.62 3.89
Long-Term Core Bond TR 05-26-15 1.55 -0.41 -3.14 -2.34 6.05 3.88 7.15
Short-Term Core Bond TR 05-26-15 0.05 0.76 -0.16 0.36 0.99 1.14 1.63
Corporate
Corp Bond TR 05-26-15 0.66 0.96 -1.77 -0.80 3.03 4.41 5.79
Intermediate Corp Bond TR 05-26-15 0.32 2.13 -0.76 0.65 2.96 4.54 5.69
Long-Term Corp Bond TR 05-26-15 1.27 -0.20 -3.37 -2.50 3.95 5.51 7.71
Short-Term Corp Bond TR 05-26-15 0.04 1.27 -0.17 0.53 1.35 2.62 3.06
Government
Intermediate US Govt Bond TR 05-26-15 0.42 1.29 -0.74 0.41 2.67 1.20 3.31
Long-Term US Govt Bond TR 05-26-15 1.87 0.12 -2.91 -2.22 9.12 2.56 6.64
Short-Term US Govt Bond TR 05-26-15 0.05 0.59 -0.16 0.30 0.84 0.69 1.19
US Govt Bond TR 05-26-15 0.59 0.63 -0.97 -0.25 3.05 1.23 3.14
Other
Mortgage Bond TR 05-26-15 0.21 1.28 -0.36 0.56 4.05 2.82 3.74
TIPS TR 05-26-15 0.90 0.33 -1.54 -0.93 -0.77 -0.59 3.67
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 05-26-15 0.47 0.78 -1.04 -0.24 3.20 2.33 3.81
Barclays US Government TR TR 05-26-15 0.55 0.66 -1.00 -0.22 3.03 1.26 3.07
Barclays US MBS TR TR 05-26-15 0.22 0.89 -0.42 0.38 3.50 2.21 3.22
BofAML US HY Master II TR TR 05-26-15 0.14 3.97 0.07 0.97 2.04 8.06 9.14
USTREAS T-Bill Auction Ave 3 --- 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-15 --- 1.65 -0.82 -2.86 7.92 1.81 5.23
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 05-26-15 0.17 -0.05 -0.96 -0.75 3.20 3.07 4.45
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 05-26-15 -3.35 -2.48 -5.85 -4.13 -15.72 -0.06 5.84
Euronext BEL 20 PR EUR PR 05-26-15 -0.72 13.07 -2.25 0.02 18.09 20.57 9.25
Euronext Paris CAC 40 NR EUR TR 05-26-15 -0.46 20.56 -1.21 4.89 14.85 21.58 11.32
Euronext Paris CAC 40 PR EUR PR 05-26-15 -0.66 18.98 -2.27 3.52 12.30 18.59 8.32
FSE DAX PR EUR PR 05-27-15 -1.03 17.35 -3.68 1.24 15.65 19.49 11.16
FSE DAX TR EUR TR 05-27-15 -0.65 20.05 -2.23 3.24 18.41 22.91 14.67
FTSE 100 PR GBP PR 05-27-15 0.37 7.12 -0.99 1.25 2.75 9.54 6.25
FTSE 100 TR GBP TR 05-27-15 0.45 9.02 -0.60 2.55 6.45 13.60 10.09
FTSE 250 PR GBP PR 05-27-15 0.56 13.38 2.55 5.58 15.11 20.52 13.58
Hang Seng Hong Kong Composite PR HKD TR 05-27-15 1.29 21.16 -1.39 16.61 26.04 15.42 7.84
Hang Seng HSI PR HKD PR 05-27-15 1.54 18.66 -1.49 12.84 22.08 14.39 7.59
MSCI AC Far East Ex Japan PR USD PR 05-26-15 0.30 12.42 -2.00 7.84 10.76 10.47 8.26
MSCI ACWI PR USD PR 05-26-15 -1.27 4.51 -1.28 0.70 3.91 13.24 10.09
MSCI EAFE NR USD TR 05-26-15 -1.46 8.99 -0.77 2.64 0.12 15.30 10.69
MSCI EAFE PR LCL PR 05-26-15 0.04 12.37 -0.95 3.11 14.76 18.43 9.11
MSCI EASEA PR LCL PR 05-26-15 -0.43 10.87 -1.88 1.47 9.11 15.14 8.08
MSCI EM Latin America PR USD PR 05-26-15 -4.93 -6.87 -7.07 -4.08 -23.96 -9.19 -6.54
MSCI EM PR LCL PR 05-26-15 -0.45 9.22 -2.47 4.18 9.48 8.77 5.90
MSCI EM PR USD PR 05-26-15 -1.39 7.34 -3.21 3.28 -1.48 4.40 3.05
MSCI Europe NR USD TR 05-26-15 -2.26 7.42 -0.47 1.51 -4.48 15.68 11.38
MSCI Europe PR LCL PR 05-26-15 -0.88 11.42 -1.88 1.52 9.42 15.65 8.44
MSCI Hong Kong PR USD PR 05-26-15 1.64 16.61 1.91 10.92 17.65 16.08 11.91
MSCI Japan NR USD TR 05-26-15 -0.27 15.55 -1.01 6.47 16.78 16.29 9.11
MSCI Japan PR LCL PR 05-26-15 1.68 17.73 2.30 8.99 38.83 32.04 13.80
MSCI North America NR USD TR 05-26-15 -1.05 2.82 -0.71 0.13 11.09 17.76 15.40
MSCI Pacific Ex Japan NR USD TR 05-26-15 0.70 6.19 -1.76 1.69 -1.16 11.79 10.56
MSCI Pacific Ex Japan PR LCL PR 05-26-15 2.08 8.12 -1.69 0.95 7.07 12.81 6.74
MSCI Pacific NR USD TR 05-26-15 0.06 12.12 -1.27 4.76 9.86 14.66 9.64
MSCI Pacific PR LCL PR 05-26-15 1.82 14.28 0.90 6.11 26.08 24.11 10.83
MSCI World ex USA NR USD TR 05-26-15 -1.49 7.82 -1.11 2.37 -0.58 14.32 10.04
MSCI World Ex USA PR LCL PR 05-26-15 0.00 11.49 -1.11 2.70 13.69 17.54 8.71
Nikkei 225 Average PR JPY PR 05-27-15 1.37 17.32 2.45 8.91 39.87 33.63 16.26
S&P BSE SENSEX India INR PR 05-27-15 -0.98 0.24 1.43 -5.67 12.28 19.34 10.59
S&P/ASX All Ordinaries PR PR 05-27-15 1.96 6.23 -3.87 -2.95 4.25 11.94 5.41
S&P/TSX Composite PR PR 05-26-15 -0.46 2.86 -2.32 -1.25 2.28 9.14 5.45
Shanghai SE Composite PR CNY PR 05-27-15 11.14 52.77 9.15 49.28 142.89 28.42 13.22
SIX SMI CHF PR 05-26-15 -0.25 3.22 -0.32 2.47 6.43 16.50 8.50
SIX SMI TR CHF PR 05-26-15 -0.25 6.22 0.20 5.42 9.67 20.04 12.03
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 05-26-15 -1.17 4.70 -0.83 1.27 6.30 15.64 13.49
Conservative Target Risk TR 05-26-15 -0.19 0.62 -0.96 -0.26 0.87 3.77 5.04
Moderate Target Risk TR 05-26-15 -0.70 2.61 -0.90 0.45 3.93 10.20 9.73
Moderately Aggr Target Risk TR 05-26-15 -0.99 3.82 -0.84 0.95 5.23 13.29 11.82
Moderately Cons Target Risk TR 05-26-15 -0.45 1.63 -0.92 0.10 2.63 7.11 7.48
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 05-26-15 -0.42 2.14 -0.79 0.25 3.44 8.33 8.93
Lifetime Aggressive 2005 TR 05-26-15 -0.46 2.26 -0.88 0.24 3.80 9.14 9.61
Lifetime Aggressive 2010 TR 05-26-15 -0.53 2.47 -0.94 0.27 4.26 10.17 10.40
Lifetime Aggressive 2015 TR 05-26-15 -0.64 2.78 -0.97 0.36 4.81 11.46 11.31
Lifetime Aggressive 2020 TR 05-26-15 -0.78 3.23 -0.96 0.52 5.45 12.98 12.29
Lifetime Aggressive 2025 TR 05-26-15 -0.94 3.75 -0.92 0.73 6.06 14.46 13.14
Lifetime Aggressive 2030 TR 05-26-15 -1.07 4.22 -0.87 0.95 6.45 15.47 13.65
Lifetime Aggressive 2035 TR 05-26-15 -1.15 4.51 -0.85 1.10 6.53 15.87 13.81
Lifetime Aggressive 2040 TR 05-26-15 -1.17 4.65 -0.86 1.18 6.40 15.86 13.74
Lifetime Aggressive 2045 TR 05-26-15 -1.18 4.73 -0.88 1.23 6.20 15.74 13.61
Lifetime Aggressive 2050 TR 05-26-15 -1.19 4.80 -0.91 1.27 5.99 15.61 13.47
Lifetime Aggressive 2055 TR 05-26-15 -1.19 4.87 -0.93 1.32 5.78 15.47 13.32
Lifetime Aggressive Income TR 05-26-15 -0.41 2.12 -0.78 0.26 3.36 8.08 8.63
Lifetime Conservative 2000 TR 05-26-15 -0.04 1.11 -0.87 -0.06 1.03 3.83 5.68
Lifetime Conservative 2005 TR 05-26-15 -0.04 1.08 -1.00 -0.16 1.30 4.33 6.19
Lifetime Conservative 2010 TR 05-26-15 -0.07 1.14 -1.12 -0.23 1.68 5.06 6.84
Lifetime Conservative 2015 TR 05-26-15 -0.12 1.26 -1.21 -0.26 2.12 5.94 7.56
Lifetime Conservative 2020 TR 05-26-15 -0.19 1.44 -1.28 -0.24 2.59 6.95 8.35
Lifetime Conservative 2025 TR 05-26-15 -0.29 1.74 -1.32 -0.17 3.14 8.25 9.30
Lifetime Conservative 2030 TR 05-26-15 -0.44 2.21 -1.30 0.01 3.84 9.93 10.39
Lifetime Conservative 2035 TR 05-26-15 -0.63 2.82 -1.23 0.28 4.55 11.66 11.42
Lifetime Conservative 2040 TR 05-26-15 -0.81 3.41 -1.16 0.55 5.08 12.97 12.15
Lifetime Conservative 2045 TR 05-26-15 -0.91 3.79 -1.12 0.74 5.27 13.54 12.43
Lifetime Conservative 2050 TR 05-26-15 -0.95 3.97 -1.13 0.82 5.22 13.71 12.49
Lifetime Conservative 2055 TR 05-26-15 -0.97 4.06 -1.15 0.87 5.07 13.68 12.41
Lifetime Conservative Income TR 05-26-15 -0.04 1.12 -0.84 -0.04 0.99 3.70 5.43
Lifetime Moderate 2000 TR 05-26-15 -0.24 1.65 -0.83 0.10 2.29 6.17 7.38
Lifetime Moderate 2005 TR 05-26-15 -0.26 1.69 -0.94 0.04 2.59 6.80 7.95
Lifetime Moderate 2010 TR 05-26-15 -0.31 1.82 -1.02 0.02 2.99 7.64 8.64
Lifetime Moderate 2015 TR 05-26-15 -0.38 2.02 -1.09 0.05 3.45 8.67 9.44
Lifetime Moderate 2020 TR 05-26-15 -0.49 2.34 -1.12 0.14 4.03 10.04 10.41
Lifetime Moderate 2025 TR 05-26-15 -0.64 2.83 -1.10 0.33 4.74 11.73 11.50
Lifetime Moderate 2030 TR 05-26-15 -0.83 3.42 -1.04 0.58 5.44 13.38 12.46
Lifetime Moderate 2035 TR 05-26-15 -0.98 3.95 -0.97 0.83 5.89 14.53 13.06
Lifetime Moderate 2040 TR 05-26-15 -1.07 4.29 -0.94 1.00 6.02 15.02 13.28
Lifetime Moderate 2045 TR 05-26-15 -1.10 4.45 -0.95 1.08 5.92 15.07 13.25
Lifetime Moderate 2050 TR 05-26-15 -1.11 4.54 -0.98 1.13 5.75 15.00 13.16
Lifetime Moderate 2055 TR 05-26-15 -1.12 4.60 -1.00 1.17 5.55 14.88 13.02
Lifetime Moderate Income TR 05-26-15 -0.24 1.65 -0.81 0.12 2.23 5.98 7.11
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 05-26-15 -0.02 -0.08 -0.03 0.26 -7.32 -4.02 1.70
Long/Short Commodity TR 05-26-15 1.16 3.65 0.76 2.97 -0.35 -3.25 1.78
Long-Only Commodity TR 05-26-15 -1.64 -1.55 -0.77 -0.56 -30.84 -8.33 -0.79
Short/Flat Commodity TR 05-26-15 1.17 3.74 0.79 2.71 7.45 0.59 -0.07
Short-Only Commodity TR 05-26-15 1.89 -1.16 0.15 -0.58 38.92 5.34 -2.16
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