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 09-23-16 1.33 7.93 -0.74 3.26 13.31 10.21 16.14
Style
US Core TR 09-23-16 1.20 9.57 -0.76 4.39 15.14 10.65 17.42
US Growth TR 09-23-16 1.44 3.46 -0.87 3.43 7.19 10.70 15.55
US Large Cap TR 09-23-16 1.11 7.01 -0.67 3.22 13.80 10.58 16.07
US Large Core TR 09-23-16 0.83 9.15 -0.58 4.80 16.21 10.81 17.61
US Large Growth TR 09-23-16 1.32 2.31 -0.88 3.37 7.59 12.00 16.11
US Large Val TR 09-23-16 1.20 10.04 -0.56 1.41 18.38 8.83 14.63
US Mid Cap TR 09-23-16 1.84 9.85 -1.02 2.78 11.79 9.69 16.43
US Mid Core TR 09-23-16 2.07 9.26 -1.39 2.56 11.87 10.83 17.26
US Mid Growth TR 09-23-16 1.82 6.41 -1.06 2.77 5.34 7.49 13.69
US Mid Val TR 09-23-16 1.59 14.12 -0.54 3.11 18.70 10.84 18.41
US Small Cap TR 09-23-16 2.15 12.26 -0.59 5.01 12.49 7.63 15.89
US Small Core TR 09-23-16 2.40 14.22 -0.73 5.69 13.81 8.53 16.13
US Small Growth TR 09-23-16 1.62 8.39 -0.29 5.97 7.85 6.05 14.93
US Small Val TR 09-23-16 2.41 14.14 -0.78 3.29 15.94 8.34 16.59
US Value TR 09-23-16 1.37 11.12 -0.57 1.88 18.29 9.22 15.54
Sector
US Cyclcl Sup Sec TR 09-23-16 1.62 4.42 -0.69 2.82 9.55 8.84 17.25
US Basic Materials TR 09-23-16 1.99 12.27 -3.64 -0.73 21.28 5.42 10.61
US Consumr Cyclcl TR 09-23-16 1.57 3.36 -1.82 2.10 6.99 9.52 18.38
US Financial Services TR 09-23-16 0.90 1.56 0.69 3.88 6.77 7.93 18.56
US Real Estate TR 09-23-16 4.03 13.07 0.08 3.95 19.99 13.49 14.87
US Dfnsve Sup Sec TR 09-23-16 1.48 6.46 -1.24 1.73 11.27 13.54 17.76
US Consumr Dfnsve TR 09-23-16 0.96 8.44 -2.39 -0.82 16.25 12.39 15.67
US Healthcare TR 09-23-16 1.34 2.35 -1.35 3.41 5.27 14.42 21.08
US Utilities TR 09-23-16 3.45 20.40 2.40 1.82 26.42 14.01 13.26
US Snstve Sup Sec TR 09-23-16 1.00 12.00 -0.44 4.66 18.00 9.35 14.51
US Commun Svc TR 09-23-16 2.13 14.78 1.82 3.16 18.72 11.99 17.82
US Energy TR 09-23-16 0.19 13.69 -3.48 -2.53 11.56 -5.07 4.73
US Industrials TR 09-23-16 1.72 9.73 -1.80 2.01 16.30 9.39 17.25
US Technology TR 09-23-16 0.64 11.72 1.18 9.92 20.17 15.37 16.41
Moat
Morningstar Wide Moat Focus TR 09-23-16 1.30 18.26 -2.29 2.05 25.31 9.64 18.19
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 09-23-16 0.76 6.94 -1.37 2.07 15.20 8.49 14.01
NASDAQ Composite PR PR 09-23-16 1.17 5.96 0.87 8.06 11.64 12.11 16.40
NYSE Composite PR --- 09-23-16 1.76 5.66 -1.19 0.72 8.61 3.27 9.62
Russell 2000 TR TR 09-23-16 2.45 11.65 0.61 7.42 11.75 6.84 15.58
S&P 500 TR TR 09-23-16 1.20 7.62 -0.86 2.97 14.13 10.66 16.23
S&P MidCap 400 TR 09-23-16 1.97 12.23 -1.15 2.61 12.89 9.43 16.09
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 09-23-16 0.47 5.77 -0.17 1.54 5.53 4.29 3.18
US Inter Core Bd TR Bond TR 09-23-16 0.24 4.59 0.18 1.16 4.49 4.02 3.19
US Lng Core Bd TR Bond TR 09-23-16 1.33 12.62 -1.04 3.51 12.03 8.51 5.46
US Shrt Core Bd TR Bond TR 09-23-16 0.08 2.13 0.05 0.43 1.84 1.42 1.30
Corporate
US Corp Bd TR Bond TR 09-23-16 0.71 8.83 -0.38 2.57 8.26 5.59 5.10
US Inter Corp Bd TR Bond TR 09-23-16 0.35 6.97 0.10 2.00 6.38 4.68 5.04
US Lng Corp Bd TR Bond TR 09-23-16 1.29 14.00 -0.91 4.13 13.14 8.36 6.73
US Shrt Corp Bd TR Bond TR 09-23-16 0.10 3.12 0.06 0.75 2.96 2.20 2.75
Government
US Gov Bd TR Bond TR 09-23-16 0.51 4.98 -0.29 1.14 4.52 3.49 2.10
US Inter Gov Bd TR Bond TR 09-23-16 0.32 4.45 0.00 0.80 3.70 3.17 2.07
US Lng Gov Bd TR Bond TR 09-23-16 1.37 11.25 -1.21 2.81 10.88 9.05 4.50
US Shrt Gov Bd TR Bond TR 09-23-16 0.07 1.66 0.06 0.28 1.32 1.11 0.83
Other
Mortgage TR Bond TR 09-23-16 0.18 4.08 0.29 1.10 4.35 4.16 3.17
TIPS TR TR 09-23-16 1.19 7.33 0.35 2.28 6.41 2.49 1.81
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 09-23-16 0.52 5.73 -0.17 1.52 5.35 4.15 2.99
Barclays US Government TR TR 09-23-16 0.50 4.87 -0.31 1.08 4.37 3.42 2.06
Barclays US MBS TR TR 09-23-16 0.14 3.67 0.27 1.05 3.78 3.80 2.58
BofAML US HY Master II TR TR 09-23-16 0.90 14.84 0.40 4.70 10.14 5.00 7.78
USTREAS T-Bill Auction Ave 3 --- 08-31-16 --- 0.19 0.03 0.07 0.23 0.10 0.09
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-16 --- 7.60 -0.97 2.77 7.80 5.88 3.25
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 09-23-16 0.15 3.98 -0.53 0.42 5.97 5.63 4.34
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 09-23-16 1.67 4.49 -1.91 0.97 11.60 -9.47 -0.41
Euronext BEL 20 PR EUR PR 09-23-16 2.71 -2.60 1.67 3.04 7.43 8.50 12.26
Euronext Paris CAC 40 NR EUR TR 09-23-16 3.61 -0.97 1.52 0.56 3.98 4.95 12.65
Euronext Paris CAC 40 PR EUR PR 09-23-16 3.61 -3.20 1.52 0.51 1.26 2.47 9.82
FSE DAX PR EUR PR 09-23-16 3.41 -4.04 0.32 3.56 7.24 4.24 11.90
FSE DAX TR EUR TR 09-23-16 3.41 -1.08 0.32 3.61 10.55 7.16 15.38
FTSE 100 PR GBP PR 09-23-16 2.97 10.69 0.60 9.01 14.54 1.76 6.40
FTSE 100 TR GBP TR 09-23-16 2.98 14.31 0.69 10.05 19.14 5.59 10.43
FTSE 250 PR GBP PR 09-23-16 0.40 2.83 -0.33 3.40 7.58 6.30 12.80
Hang Seng Hong Kong Composite PR HKD TR 09-23-16 1.54 5.86 3.34 13.24 9.30 -0.14 5.66
Hang Seng HSI PR HKD PR 09-23-16 1.50 8.09 2.99 13.50 11.19 0.45 6.04
MSCI AC Far East Ex Japan PR USD PR 09-23-16 3.21 12.28 2.63 11.60 15.95 -0.03 5.03
MSCI ACWI PR USD PR 09-23-16 2.15 5.17 -0.32 3.02 9.14 2.82 8.62
MSCI EAFE NR USD TR 09-23-16 3.15 2.43 0.42 2.23 6.78 0.49 8.14
MSCI EAFE PR LCL PR 09-23-16 2.57 -3.19 1.29 3.96 1.88 2.43 8.95
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 09-23-16 2.55 0.06 0.60 3.98 5.27 2.50 8.32
MSCI EM Latin America PR USD PR 09-23-16 4.33 31.16 -2.05 8.25 28.30 -11.26 -6.19
MSCI EM PR LCL PR 09-23-16 2.54 10.83 1.37 8.24 11.77 1.66 5.08
MSCI EM PR USD PR 09-23-16 3.62 15.53 1.21 9.82 15.88 -3.35 1.27
MSCI Europe NR USD TR 09-23-16 2.86 0.42 -0.33 -0.88 3.36 -0.54 8.36
MSCI Europe PR LCL PR 09-23-16 2.70 -0.41 0.82 3.82 4.91 2.80 8.78
MSCI Hong Kong PR USD PR 09-23-16 1.07 10.14 3.66 12.66 13.70 3.44 8.27
MSCI Japan NR USD TR 09-23-16 3.98 4.31 2.73 8.89 11.01 3.59 8.07
MSCI Japan PR LCL PR 09-23-16 2.66 -13.35 3.53 3.82 -8.67 2.58 12.15
MSCI North America NR USD TR 09-23-16 1.30 7.73 -0.87 2.92 12.94 9.07 14.42
MSCI Pacific Ex Japan NR USD TR 09-23-16 3.23 10.77 0.05 6.83 19.35 -0.13 7.14
MSCI Pacific Ex Japan PR LCL PR 09-23-16 1.94 3.67 -0.25 5.30 8.28 0.57 6.14
MSCI Pacific NR USD TR 09-23-16 3.73 6.43 1.82 8.19 13.72 2.29 7.80
MSCI Pacific PR LCL PR 09-23-16 2.42 -7.93 2.23 4.36 -3.24 1.67 9.54
MSCI World ex USA NR USD TR 09-23-16 3.07 3.74 0.21 2.20 7.27 0.34 7.56
MSCI World Ex USA PR LCL PR 09-23-16 2.49 -2.07 1.17 3.99 2.43 2.60 8.52
Nikkei 225 Average PR JPY PR 09-23-16 1.42 -11.98 1.56 3.18 -7.28 4.36 14.37
S&P BSE SENSEX India INR PR 09-23-16 0.24 9.77 2.42 6.17 11.02 12.94 12.15
S&P/ASX All Ordinaries PR PR 09-23-16 2.26 3.26 -2.28 2.99 9.66 1.70 6.76
S&P/TSX Composite PR PR 09-23-16 1.71 12.97 -0.45 4.01 9.82 4.69 5.10
SIX SMI PR CHF PR 09-23-16 1.75 -6.18 0.87 3.11 -2.07 0.89 9.32
SIX SMI TR CHF PR 09-23-16 1.84 -2.76 0.96 3.36 1.50 4.20 12.93
SSE Composite PR CNY PR 09-23-16 1.03 -14.28 -1.81 4.91 -2.63 10.96 4.51
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq TR 12-21-12 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
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 09-23-16 2.03 9.15 -0.22 3.75 12.66 5.99 11.92
Con Tgt Risk TR USD TR 09-23-16 0.78 6.60 -0.13 1.77 6.87 3.47 4.25
Mod Agg Tgt Risk TR USD TR 09-23-16 1.76 8.81 -0.21 3.35 11.51 5.58 10.44
Mod Con Tgt Risk TR USD TR 09-23-16 1.08 7.42 -0.17 2.32 8.65 4.50 6.56
Mod Tgt Risk TR USD TR 09-23-16 1.43 8.21 -0.20 2.85 10.20 5.14 8.54
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 09-23-16 1.21 6.94 -0.25 1.99 8.16 4.55 7.30
Lifetime Agg 2005 TR USD TR 09-23-16 1.29 7.32 -0.30 2.14 8.70 4.89 7.91
Lifetime Agg 2010 TR USD TR 09-23-16 1.39 7.71 -0.35 2.32 9.32 5.23 8.65
Lifetime Agg 2015 TR USD TR 09-23-16 1.50 8.05 -0.39 2.53 9.96 5.58 9.54
Lifetime Agg 2020 TR USD TR 09-23-16 1.64 8.34 -0.42 2.75 10.64 5.90 10.52
Lifetime Agg 2025 TR USD TR 09-23-16 1.79 8.55 -0.42 2.99 11.29 6.11 11.39
Lifetime Agg 2030 TR USD TR 09-23-16 1.92 8.70 -0.40 3.20 11.81 6.15 11.90
Lifetime Agg 2035 TR USD TR 09-23-16 2.02 8.82 -0.37 3.34 12.11 6.06 12.03
Lifetime Agg 2040 TR USD TR 09-23-16 2.07 8.91 -0.35 3.43 12.23 5.92 11.94
Lifetime Agg 2045 TR USD TR 09-23-16 2.11 8.99 -0.33 3.49 12.27 5.77 11.80
Lifetime Agg 2050 TR USD TR 09-23-16 2.14 9.07 -0.31 3.55 12.29 5.61 11.65
Lifetime Agg 2055 TR USD TR 09-23-16 2.17 9.15 -0.30 3.61 12.31 5.46 11.49
Lifetime Agg Incm TR USD TR 09-23-16 1.21 6.95 -0.25 1.99 8.15 4.48 7.09
Lifetime Con 2000 TR USD TR 09-23-16 0.88 6.40 -0.12 1.56 6.36 3.23 4.18
Lifetime Con 2005 TR USD TR 09-23-16 0.93 6.87 -0.18 1.68 6.88 3.60 4.63
Lifetime Con 2010 TR USD TR 09-23-16 1.01 7.36 -0.26 1.85 7.50 4.02 5.23
Lifetime Con 2015 TR USD TR 09-23-16 1.10 7.84 -0.33 2.03 8.16 4.43 5.91
Lifetime Con 2020 TR USD TR 09-23-16 1.20 8.27 -0.39 2.23 8.83 4.82 6.66
Lifetime Con 2025 TR USD TR 09-23-16 1.32 8.65 -0.43 2.43 9.50 5.20 7.58
Lifetime Con 2030 TR USD TR 09-23-16 1.46 8.93 -0.46 2.67 10.20 5.55 8.67
Lifetime Con 2035 TR USD TR 09-23-16 1.62 9.13 -0.46 2.92 10.90 5.79 9.71
Lifetime Con 2040 TR USD TR 09-23-16 1.78 9.26 -0.43 3.17 11.49 5.87 10.41
Lifetime Con 2045 TR USD TR 09-23-16 1.90 9.37 -0.40 3.34 11.88 5.81 10.65
Lifetime Con 2050 TR USD TR 09-23-16 1.98 9.49 -0.38 3.47 12.10 5.69 10.67
Lifetime Con 2055 TR USD TR 09-23-16 2.03 9.63 -0.36 3.55 12.23 5.57 10.59
Lifetime Con Incm TR USD TR 09-23-16 0.88 6.40 -0.12 1.56 6.36 3.17 4.06
Lifetime Mod 2000 TR USD TR 09-23-16 1.06 6.61 -0.20 1.75 7.23 3.90 5.78
Lifetime Mod 2005 TR USD TR 09-23-16 1.12 7.03 -0.25 1.87 7.75 4.24 6.29
Lifetime Mod 2010 TR USD TR 09-23-16 1.21 7.46 -0.32 2.04 8.35 4.61 6.93
Lifetime Mod 2015 TR USD TR 09-23-16 1.31 7.87 -0.37 2.23 8.98 4.98 7.69
Lifetime Mod 2020 TR USD TR 09-23-16 1.42 8.22 -0.41 2.43 9.64 5.35 8.63
Lifetime Mod 2025 TR USD TR 09-23-16 1.57 8.50 -0.43 2.67 10.36 5.69 9.73
Lifetime Mod 2030 TR USD TR 09-23-16 1.73 8.70 -0.43 2.93 11.06 5.92 10.70
Lifetime Mod 2035 TR USD TR 09-23-16 1.88 8.84 -0.41 3.16 11.61 5.97 11.30
Lifetime Mod 2040 TR USD TR 09-23-16 1.99 8.95 -0.38 3.32 11.95 5.89 11.48
Lifetime Mod 2045 TR USD TR 09-23-16 2.05 9.06 -0.36 3.42 12.11 5.76 11.43
Lifetime Mod 2050 TR USD TR 09-23-16 2.09 9.15 -0.34 3.49 12.18 5.62 11.32
Lifetime Mod 2055 TR USD TR 09-23-16 2.12 9.25 -0.32 3.55 12.23 5.48 11.18
Lifetime Mod Incm TR USD TR 09-23-16 1.06 6.62 -0.20 1.75 7.23 3.84 5.62
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 09-23-16 0.84 0.28 0.13 -1.37 0.21 -2.95 -2.86
Lng/Shrt Cmdty TR TR 09-23-16 0.82 -4.78 0.65 -0.03 -4.29 -2.09 -2.67
Lng-Only Cmdty TR TR 09-23-16 0.97 7.38 -3.23 -6.65 -6.06 -15.91 -9.74
Shrt/Flt Cmdty TR TR 09-23-16 0.02 -4.75 0.57 1.49 -4.16 0.95 0.15
Shrt-Only Cmdty TR TR 09-23-16 -0.81 -12.05 3.24 7.03 1.66 14.20 6.58
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