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 10-20-14 2.02 3.91 -5.23 -3.50 10.18 18.75 14.41
Style
Large Cap TR 10-20-14 1.43 4.68 -5.19 -3.26 11.34 18.47 13.84
Large Core TR 10-20-14 1.62 6.18 -4.11 -1.90 11.94 20.88 14.94
Large Growth TR 10-20-14 2.28 5.87 -4.69 -1.97 13.30 18.78 14.95
Large Value TR 10-20-14 0.34 2.02 -6.80 -5.90 8.77 15.93 11.73
Mid Cap TR 10-20-14 3.60 3.18 -5.55 -4.04 8.64 19.73 16.04
Mid Core TR 10-20-14 3.79 5.35 -5.24 -4.29 11.13 20.66 17.10
Mid Growth TR 10-20-14 4.55 1.38 -5.41 -2.48 6.28 16.62 15.26
Mid Value TR 10-20-14 2.44 3.06 -6.01 -5.36 8.78 22.02 15.73
Small Cap TR 10-20-14 4.07 -2.24 -4.80 -4.53 2.62 18.68 15.10
Small Core TR 10-20-14 4.09 -0.69 -5.03 -5.10 4.31 18.78 14.38
Small Growth TR 10-20-14 4.82 -6.10 -4.62 -3.60 -2.57 17.17 15.25
Small Value TR 10-20-14 3.34 0.01 -4.76 -4.86 6.25 20.04 15.64
US Core TR 10-20-14 2.21 5.52 -4.40 -2.60 11.22 20.67 15.39
US Growth TR 10-20-14 2.87 4.17 -4.82 -2.17 10.76 18.23 15.09
US Value TR 10-20-14 0.94 2.09 -6.51 -5.72 8.58 17.45 12.81
Sector
Cyclical TR 10-20-14 2.18 -0.46 -6.27 -4.21 5.36 20.36 13.10
— Basic Materials TR 10-20-14 4.96 1.34 -8.20 -6.35 7.39 13.60 9.68
— Consumer Cyclical TR 10-20-14 3.54 -3.69 -6.00 -4.32 3.52 20.87 19.48
— Financial Services TR 10-20-14 0.27 -1.75 -7.63 -4.11 4.93 22.90 9.84
— Real Estate TR 10-20-14 3.01 17.01 0.70 -2.13 11.33 15.42 16.32
Defensive TR 10-20-14 1.15 9.51 -4.22 -0.33 14.47 20.40 15.42
— Consumer Defensive TR 10-20-14 0.79 6.71 -1.99 0.25 11.45 16.57 14.50
— Healthcare TR 10-20-14 1.22 10.23 -6.71 -0.97 16.65 26.33 18.69
— Utilities TR 10-20-14 1.93 14.80 0.10 0.70 14.72 12.48 12.40
Sensitive TR 10-20-14 2.44 0.79 -8.84 -8.06 7.93 15.54 12.84
— Communication Services TR 10-20-14 1.01 1.01 -7.17 -5.97 7.12 19.85 17.72
— Energy TR 10-20-14 2.97 -3.57 -12.10 -14.80 -1.03 9.88 9.61
— Industrials TR 10-20-14 4.44 -2.37 -7.06 -6.56 6.90 19.32 15.36
— Technology TR 10-20-14 1.35 5.37 -8.81 -5.86 13.90 15.58 13.19
Moat
Morningstar Wide Moat Focus TR 10-20-14 1.63 5.67 -4.58 -1.81 10.72 21.97 15.97
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 10-20-14 0.51 0.74 -5.00 -3.57 8.95 15.30 13.21
NASDAQ Composite PR PR 10-20-14 2.43 3.34 -5.76 -2.62 10.26 18.43 14.81
NYSE Composite PR --- 10-20-14 1.58 -0.70 -6.03 -5.99 3.43 12.39 7.61
Russell 2000 TR TR 10-20-14 4.36 -4.95 -4.42 -4.61 -0.49 17.90 13.80
S&P 500 TR TR 10-20-14 1.58 4.68 -5.17 -3.27 11.40 18.67 14.16
S&P MidCap 400 TR 10-20-14 3.72 0.61 -5.79 -5.11 5.00 18.35 15.17
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 10-20-14 0.51 5.72 1.82 1.73 4.90 3.25 4.40
Intermediate Core Bond TR 10-20-14 0.57 5.34 1.73 1.68 4.37 3.29 4.33
Long-Term Core Bond TR 10-20-14 0.79 13.45 3.69 3.41 11.48 5.86 7.90
Short-Term Core Bond TR 10-20-14 0.22 1.40 0.69 0.68 1.45 1.34 1.92
Corporate
Corp Bond TR 10-20-14 0.34 7.42 1.73 1.47 7.40 5.91 6.49
Intermediate Corp Bond TR 10-20-14 0.41 5.28 1.44 1.24 5.50 6.01 6.34
Long-Term Corp Bond TR 10-20-14 0.42 12.42 2.66 2.23 11.99 7.71 8.72
Short-Term Corp Bond TR 10-20-14 0.17 2.08 0.63 0.59 2.41 3.31 3.48
Government
Intermediate US Govt Bond TR 10-20-14 0.77 4.33 2.31 1.92 2.97 1.88 3.86
Long-Term US Govt Bond TR 10-20-14 1.23 15.36 4.97 4.88 11.51 4.16 7.00
Short-Term US Govt Bond TR 10-20-14 0.24 1.19 0.70 0.71 1.15 0.76 1.43
US Govt Bond TR 10-20-14 0.60 4.79 2.05 1.93 3.71 1.92 3.51
Other
Mortgage Bond TR 10-20-14 0.53 5.71 1.58 1.68 4.62 3.20 4.10
TIPS TR 10-20-14 0.33 5.61 1.83 -0.52 3.15 1.83 4.64
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 10-20-14 0.56 5.73 1.83 1.72 5.05 3.12 4.37
Barclays US Government TR TR 10-20-14 0.61 4.67 2.02 1.90 3.71 1.91 3.43
Barclays US MBS TR TR 10-20-14 0.53 5.50 1.58 1.61 4.67 2.60 3.65
BofAML US HY Master II TR TR 10-20-14 0.43 3.85 -1.00 -1.07 5.73 9.95 10.10
USTREAS T-Bill Auction Ave 3 --- 09-30-14 --- 0.03 0.00 0.01 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 09-30-14 --- 6.59 -1.29 0.70 3.67 0.32 3.87
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 10-20-14 0.32 8.79 1.54 2.60 9.46 5.14 5.29
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 10-20-14 -0.04 -2.38 -4.71 -6.78 -3.47 6.44 8.33
Euronext BEL 20 PR EUR PR 10-20-14 -1.64 1.58 -7.78 -5.09 2.59 12.31 2.82
Euronext Paris CAC 40 NR EUR TR 10-20-14 -2.14 -5.19 -10.39 -7.78 -4.65 11.93 3.54
Euronext Paris CAC 40 PR EUR PR 10-20-14 -2.14 -7.09 -10.53 -7.94 -6.88 8.98 0.61
FSE DAX PR EUR PR 10-20-14 -1.07 -11.22 -11.04 -10.31 -4.34 11.09 4.99
FSE DAX TR EUR TR 10-20-14 -1.07 -8.74 -11.04 -10.31 -1.66 14.77 8.45
FTSE 100 PR GBP PR 10-20-14 -1.56 -7.14 -8.35 -7.15 -5.37 5.19 3.63
FTSE 100 TR GBP TR 10-20-14 -1.55 -4.39 -8.28 -6.30 -2.02 9.11 7.39
FTSE 250 PR GBP PR 10-20-14 1.46 -7.40 -6.96 -5.15 -4.13 13.43 9.24
Hang Seng Hong Kong Composite PR HKD TR 10-21-14 0.04 -2.94 -4.85 -1.68 -3.02 8.53 0.60
Hang Seng HSI PR HKD PR 10-21-14 -0.05 -1.16 -5.22 -1.50 -1.79 8.52 0.64
MSCI AC Far East Ex Japan PR USD PR 10-20-14 0.42 -0.89 -5.46 -5.48 -2.65 6.85 3.39
MSCI ACWI PR USD PR 10-20-14 0.57 -2.11 -6.60 -6.88 0.89 10.59 6.05
MSCI EAFE NR USD TR 10-20-14 -0.45 -6.61 -7.89 -9.96 -4.46 10.16 4.64
MSCI EAFE PR LCL PR 10-20-14 -0.98 -4.60 -7.85 -5.56 -1.37 10.62 3.26
MSCI EASEA PR LCL PR 10-20-14 -0.82 -4.01 -7.79 -6.22 -2.01 8.91 2.83
MSCI EM Latin America PR USD PR 10-20-14 -5.58 -3.26 -9.07 -11.66 -11.00 -4.08 -4.89
MSCI EM PR LCL PR 10-20-14 -0.77 0.44 -5.73 -4.42 -0.75 5.80 2.33
MSCI EM PR USD PR 10-20-14 -1.01 -2.11 -6.87 -7.69 -5.81 2.64 0.19
MSCI Europe NR USD TR 10-20-14 -0.73 -8.31 -9.47 -11.47 -4.64 10.99 4.50
MSCI Europe PR LCL PR 10-20-14 -1.34 -4.96 -8.89 -6.86 -2.62 8.94 3.01
MSCI Hong Kong PR USD PR 10-20-14 -0.08 2.11 -2.75 -1.39 1.65 11.97 5.57
MSCI Japan NR USD TR 10-20-14 -1.15 -6.72 -5.64 -7.34 -5.84 7.78 4.41
MSCI Japan PR LCL PR 10-20-14 -1.58 -6.65 -8.02 -2.95 1.17 17.98 5.82
MSCI North America NR USD TR 10-20-14 1.58 3.83 -5.50 -3.94 9.75 16.92 12.75
MSCI Pacific Ex Japan NR USD TR 10-20-14 2.17 2.18 -3.34 -6.44 -2.12 10.16 6.29
MSCI Pacific Ex Japan PR LCL PR 10-20-14 1.91 0.13 -2.22 -3.25 0.28 9.08 2.46
MSCI Pacific NR USD TR 10-20-14 0.08 -3.49 -4.77 -6.99 -4.44 8.70 5.12
MSCI Pacific PR LCL PR 10-20-14 -0.28 -4.30 -5.90 -3.11 0.75 14.18 4.23
MSCI World ex USA NR USD TR 10-20-14 -0.39 -5.89 -7.99 -9.94 -3.83 9.70 4.61
MSCI World Ex USA PR LCL PR 10-20-14 -0.82 -3.70 -7.70 -5.59 -0.39 10.19 3.30
Nikkei 225 Average PR JPY PR 10-21-14 -0.89 -9.13 -9.29 -2.70 0.75 19.48 7.46
S&P BSE SENSEX India INR PR 10-21-14 0.86 25.53 -1.90 3.35 27.19 16.55 9.34
S&P/ASX All Ordinaries PR PR 10-21-14 2.08 -0.76 -2.30 -3.91 -0.73 8.12 1.85
S&P/TSX Composite PR PR 10-20-14 0.78 5.26 -6.08 -6.08 9.15 6.62 4.44
Shanghai SE Composite PR CNY PR 10-21-14 -0.84 10.57 0.44 13.88 4.95 0.32 -5.29
SIX SMI CHF PR 10-20-14 -0.70 0.98 -6.30 -2.68 2.46 13.55 5.20
SIX SMI TR CHF PR 10-20-14 -0.70 4.12 -6.30 -2.59 5.66 17.26 8.59
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 10-20-14 1.18 0.50 -5.65 -5.66 4.10 14.25 10.68
Conservative Target Risk TR 10-20-14 0.52 3.12 -0.16 -0.91 3.41 4.92 4.98
Moderate Target Risk TR 10-20-14 0.90 2.11 -3.02 -3.34 4.30 10.13 8.32
Moderately Aggr Target Risk TR 10-20-14 1.05 1.13 -4.54 -4.68 4.13 12.46 9.67
Moderately Cons Target Risk TR 10-20-14 0.73 2.65 -1.59 -2.08 3.95 7.63 6.73
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 10-20-14 0.82 2.81 -2.00 -2.41 4.46 8.75 7.92
Lifetime Aggressive 2005 TR 10-20-14 0.87 2.92 -2.22 -2.58 4.77 9.50 8.41
Lifetime Aggressive 2010 TR 10-20-14 0.94 2.90 -2.58 -2.87 5.04 10.40 8.96
Lifetime Aggressive 2015 TR 10-20-14 1.01 2.73 -3.07 -3.28 5.23 11.46 9.56
Lifetime Aggressive 2020 TR 10-20-14 1.09 2.33 -3.76 -3.86 5.30 12.63 10.17
Lifetime Aggressive 2025 TR 10-20-14 1.17 1.74 -4.53 -4.54 5.17 13.68 10.65
Lifetime Aggressive 2030 TR 10-20-14 1.22 1.14 -5.19 -5.14 4.87 14.31 10.89
Lifetime Aggressive 2035 TR 10-20-14 1.23 0.72 -5.57 -5.52 4.53 14.48 10.90
Lifetime Aggressive 2040 TR 10-20-14 1.20 0.50 -5.70 -5.68 4.24 14.38 10.78
Lifetime Aggressive 2045 TR 10-20-14 1.17 0.38 -5.74 -5.78 4.01 14.23 10.63
Lifetime Aggressive 2050 TR 10-20-14 1.13 0.26 -5.76 -5.85 3.78 14.07 10.47
Lifetime Aggressive 2055 TR 10-20-14 1.10 0.15 -5.78 -5.93 3.55 13.90 10.31
Lifetime Aggressive Income TR 10-20-14 0.81 2.72 -1.97 -2.38 4.31 8.45 7.70
Lifetime Conservative 2000 TR 10-20-14 0.51 3.38 -0.16 -1.07 3.40 4.96 5.59
Lifetime Conservative 2005 TR 10-20-14 0.56 3.76 -0.17 -1.05 3.87 5.53 6.01
Lifetime Conservative 2010 TR 10-20-14 0.61 4.05 -0.31 -1.13 4.33 6.26 6.52
Lifetime Conservative 2015 TR 10-20-14 0.68 4.22 -0.55 -1.31 4.74 7.09 7.07
Lifetime Conservative 2020 TR 10-20-14 0.74 4.27 -0.88 -1.57 5.07 8.00 7.63
Lifetime Conservative 2025 TR 10-20-14 0.81 4.13 -1.37 -1.97 5.32 9.11 8.27
Lifetime Conservative 2030 TR 10-20-14 0.90 3.70 -2.11 -2.59 5.42 10.43 8.97
Lifetime Conservative 2035 TR 10-20-14 0.98 3.00 -3.02 -3.38 5.28 11.68 9.58
Lifetime Conservative 2040 TR 10-20-14 1.04 2.26 -3.86 -4.12 4.96 12.54 9.96
Lifetime Conservative 2045 TR 10-20-14 1.06 1.73 -4.37 -4.61 4.60 12.84 10.04
Lifetime Conservative 2050 TR 10-20-14 1.05 1.47 -4.60 -4.85 4.34 12.89 10.01
Lifetime Conservative 2055 TR 10-20-14 1.03 1.31 -4.69 -4.99 4.11 12.81 9.89
Lifetime Conservative Income TR 10-20-14 0.51 3.23 -0.17 -1.08 3.24 4.74 5.38
Lifetime Moderate 2000 TR 10-20-14 0.67 3.08 -1.13 -1.77 3.96 6.93 6.81
Lifetime Moderate 2005 TR 10-20-14 0.72 3.33 -1.23 -1.84 4.34 7.57 7.26
Lifetime Moderate 2010 TR 10-20-14 0.78 3.47 -1.46 -2.02 4.70 8.35 7.77
Lifetime Moderate 2015 TR 10-20-14 0.84 3.48 -1.81 -2.30 4.99 9.27 8.33
Lifetime Moderate 2020 TR 10-20-14 0.91 3.30 -2.33 -2.72 5.22 10.41 8.98
Lifetime Moderate 2025 TR 10-20-14 1.00 2.84 -3.10 -3.37 5.29 11.72 9.66
Lifetime Moderate 2030 TR 10-20-14 1.09 2.16 -3.98 -4.13 5.14 12.89 10.21
Lifetime Moderate 2035 TR 10-20-14 1.14 1.48 -4.73 -4.81 4.81 13.62 10.50
Lifetime Moderate 2040 TR 10-20-14 1.16 1.01 -5.17 -5.23 4.46 13.86 10.55
Lifetime Moderate 2045 TR 10-20-14 1.14 0.78 -5.33 -5.43 4.18 13.80 10.45
Lifetime Moderate 2050 TR 10-20-14 1.11 0.65 -5.39 -5.54 3.96 13.69 10.33
Lifetime Moderate 2055 TR 10-20-14 1.07 0.53 -5.42 -5.62 3.73 13.54 10.17
Lifetime Moderate Income TR 10-20-14 0.67 2.97 -1.12 -1.77 3.81 6.68 6.60
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 10-20-14 -0.26 -5.42 0.29 -3.03 -6.61 -4.43 0.78
Long/Short Commodity TR 10-20-14 -0.27 -4.74 -0.50 -0.53 -3.21 -3.93 0.11
Long-Only Commodity TR 10-20-14 -2.42 -10.43 -4.71 -12.24 -11.77 -4.27 1.33
Short/Flat Commodity TR 10-20-14 -0.10 0.73 -0.75 2.55 3.71 0.40 -0.62
Short-Only Commodity TR 10-20-14 2.10 9.01 4.66 13.48 11.67 1.25 -3.90
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