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 07-22-16 0.69 7.71 4.49 4.69 4.19 10.51 12.12
Style
US Core TR 07-22-16 0.79 8.71 5.00 5.17 5.51 10.61 13.39
US Growth TR 07-22-16 1.06 3.49 4.80 3.77 -0.92 12.10 11.91
US Large Cap TR 07-22-16 0.65 6.98 4.53 4.42 4.50 10.81 12.43
US Large Core TR 07-22-16 0.71 7.94 5.01 4.81 5.97 10.59 13.92
US Large Growth TR 07-22-16 1.04 2.46 4.70 3.20 -0.59 13.36 12.90
US Large Val TR 07-22-16 0.20 11.09 3.86 5.27 8.83 8.41 10.48
US Mid Cap TR 07-22-16 0.78 9.71 4.23 5.45 4.10 10.42 11.71
US Mid Core TR 07-22-16 1.08 10.04 4.70 6.00 4.83 11.60 12.73
US Mid Growth TR 07-22-16 1.03 6.96 4.92 5.25 -1.33 9.08 9.21
US Mid Val TR 07-22-16 0.19 12.15 3.09 5.07 9.10 10.59 13.23
US Small Cap TR 07-22-16 0.86 9.91 4.83 5.41 1.16 7.54 9.86
US Small Core TR 07-22-16 0.73 12.12 5.83 6.12 2.44 8.02 9.58
US Small Growth TR 07-22-16 1.35 5.75 5.42 6.01 -3.59 7.29 9.20
US Small Val TR 07-22-16 0.48 11.86 3.17 4.06 4.81 7.28 10.84
US Value TR 07-22-16 0.22 11.34 3.66 5.15 8.60 8.79 11.07
Sector
--- TR 07-22-16 0.86 3.98 4.08 2.43 0.03 8.66 12.11
--- TR 07-22-16 -0.44 15.14 3.52 4.07 9.33 7.75 4.29
--- TR 07-22-16 1.19 4.61 4.48 2.81 2.57 11.12 15.17
--- TR 07-22-16 0.57 -1.78 2.88 -0.99 -8.15 5.97 11.83
--- TR 07-22-16 1.87 16.06 7.42 12.72 18.70 12.03 11.15
--- TR 07-22-16 0.76 9.03 5.21 6.67 5.50 14.37 16.32
--- TR 07-22-16 -0.21 12.32 3.49 8.34 13.93 13.27 14.95
--- TR 07-22-16 1.27 3.99 6.42 4.38 -3.35 15.61 18.42
--- TR 07-22-16 1.31 23.60 4.95 12.08 27.83 13.73 13.52
--- TR 07-22-16 0.50 10.03 4.34 5.26 6.92 9.68 9.75
--- TR 07-22-16 -0.04 16.36 6.02 8.69 13.49 11.52 14.63
--- TR 07-22-16 -1.42 15.10 0.46 2.05 -1.37 -4.46 -1.07
--- TR 07-22-16 -0.38 10.64 4.19 4.10 9.18 10.96 12.24
--- TR 07-22-16 1.90 5.59 5.50 5.73 5.87 15.06 12.20
Moat
Morningstar Wide Moat Focus TR 07-22-16 1.33 18.96 4.34 5.09 11.97 11.96 14.71
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 07-22-16 0.35 8.18 4.59 3.86 6.84 8.74 10.72
NASDAQ Composite PR PR 07-22-16 1.40 1.85 5.52 3.95 -1.38 12.31 12.27
NYSE Composite PR --- 07-22-16 0.30 6.52 3.17 2.80 -0.87 3.84 5.14
Russell 2000 TR TR 07-22-16 0.64 7.68 5.71 6.18 -2.13 6.26 9.10
--- TR 07-22-16 0.64 7.72 4.44 4.56 5.18 10.97 12.49
S&P MidCap 400 TR 07-22-16 0.58 12.02 4.22 5.55 5.28 9.48 11.06
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 07-22-16 0.10 5.49 1.08 2.35 6.20 4.11 3.84
US Inter Core Bd TR Bond TR 07-22-16 0.07 4.06 0.56 1.52 5.05 3.94 3.55
US Lng Core Bd TR Bond TR 07-22-16 0.20 12.68 3.04 5.81 13.58 7.84 7.61
US Shrt Core Bd TR Bond TR 07-22-16 0.06 1.99 0.21 0.73 2.03 1.42 1.33
Corporate
US Corp Bd TR Bond TR 07-22-16 0.14 8.36 1.95 3.46 8.33 5.20 5.29
US Inter Corp Bd TR Bond TR 07-22-16 0.21 6.22 1.15 2.40 6.30 4.46 4.74
US Lng Corp Bd TR Bond TR 07-22-16 0.14 13.57 3.46 5.70 13.42 7.56 7.46
US Shrt Corp Bd TR Bond TR 07-22-16 0.08 2.78 0.36 1.03 2.85 2.23 2.51
Government
US Gov Bd TR Bond TR 07-22-16 0.13 5.06 0.89 2.34 5.76 3.37 3.20
US Inter Gov Bd TR Bond TR 07-22-16 0.14 4.39 0.47 1.69 5.13 3.04 2.83
US Lng Gov Bd TR Bond TR 07-22-16 0.23 11.84 2.55 5.94 13.84 8.53 7.78
US Shrt Gov Bd TR Bond TR 07-22-16 0.05 1.61 0.14 0.58 1.64 1.11 0.95
Other
Mortgage TR Bond TR 07-22-16 0.01 3.41 0.45 1.22 4.69 4.13 3.50
TIPS TR TR 07-22-16 -0.24 6.25 1.37 2.37 4.50 1.88 2.30
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 07-22-16 0.13 5.48 1.08 2.39 5.95 3.95 3.60
Barclays US Government TR TR 07-22-16 0.12 4.96 0.86 2.28 5.58 3.30 3.14
Barclays US MBS TR TR 07-22-16 0.01 3.06 0.44 1.16 4.02 3.71 2.88
BofAML US HY Master II TR TR 07-22-16 0.29 12.52 2.93 5.61 5.58 4.27 6.06
USTREAS T-Bill Auction Ave 3 --- 06-30-16 --- 0.14 0.02 0.07 0.19 0.08 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-16 --- 8.23 3.37 3.11 10.19 5.44 5.16
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 07-22-16 -0.04 4.12 0.45 1.85 6.92 5.75 5.11
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 07-22-16 -2.94 4.24 1.19 -6.34 -8.95 -9.93 -4.80
Euronext BEL 20 PR EUR PR 07-22-16 1.15 -6.76 -0.07 -1.38 -9.35 9.40 6.47
Euronext Paris CAC 40 NR EUR TR 07-22-16 0.20 -3.34 0.08 -2.21 -11.49 6.11 5.37
Euronext Paris CAC 40 PR EUR PR 07-22-16 0.20 -5.52 0.02 -4.13 -13.80 3.60 2.66
FSE DAX PR EUR PR 07-22-16 0.80 -8.37 0.70 -4.30 -14.56 3.88 3.51
FSE DAX TR EUR TR 07-22-16 0.80 -5.54 0.76 -2.18 -11.92 6.80 6.73
FTSE 100 PR GBP PR 07-22-16 0.92 7.82 7.50 6.66 0.95 0.54 2.55
FTSE 100 TR GBP TR 07-22-16 0.92 10.34 7.58 7.64 5.03 4.30 6.43
FTSE 250 PR GBP PR 07-22-16 1.53 -2.56 -0.35 0.66 -3.75 4.58 7.52
Hang Seng Hong Kong Composite PR HKD TR 07-22-16 1.08 -2.22 4.79 1.01 -14.54 0.36 -1.60
Hang Seng HSI PR HKD PR 07-22-16 1.41 0.23 5.62 2.32 -13.13 0.85 -0.43
MSCI AC Far East Ex Japan PR USD PR 07-22-16 0.42 5.25 4.79 2.28 -6.98 0.15 -1.93
MSCI ACWI PR USD PR 07-22-16 0.35 3.33 2.60 1.41 -3.66 3.19 3.59
MSCI EAFE NR USD TR 07-22-16 0.00 -1.91 -0.58 -2.15 -9.30 0.78 2.09
MSCI EAFE PR LCL PR 07-22-16 0.84 -4.93 3.35 -0.99 -11.91 2.68 4.24
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 07-22-16 0.88 -1.77 3.35 0.57 -8.95 3.03 3.40
MSCI EM Latin America PR USD PR 07-22-16 1.62 30.74 10.83 8.49 0.41 -9.37 -11.34
MSCI EM PR LCL PR 07-22-16 0.47 6.19 4.08 2.54 -3.58 2.26 0.25
MSCI EM PR USD PR 07-22-16 0.17 9.46 4.82 2.85 -6.64 -3.05 -5.50
MSCI Europe NR USD TR 07-22-16 -0.16 -3.29 -2.52 -3.22 -11.82 0.35 1.62
MSCI Europe PR LCL PR 07-22-16 0.76 -2.62 2.97 0.08 -9.59 3.13 3.60
MSCI Hong Kong PR USD PR 07-22-16 2.26 4.46 7.40 2.98 -7.23 3.92 2.94
MSCI Japan NR USD TR 07-22-16 0.26 -2.57 1.92 -1.42 -6.18 1.42 3.77
MSCI Japan PR LCL PR 07-22-16 0.70 -14.78 3.30 -6.14 -21.08 1.91 8.20
MSCI North America NR USD TR 07-22-16 0.61 7.67 4.27 4.29 3.76 9.41 10.50
MSCI Pacific Ex Japan NR USD TR 07-22-16 0.25 7.48 4.72 2.07 -1.15 1.34 1.59
MSCI Pacific Ex Japan PR LCL PR 07-22-16 1.50 3.26 5.23 3.27 -5.88 2.01 2.43
MSCI Pacific NR USD TR 07-22-16 0.26 0.71 2.88 -0.24 -4.48 1.43 3.00
MSCI Pacific PR LCL PR 07-22-16 0.97 -9.08 3.97 -2.99 -16.27 1.74 5.68
MSCI World ex USA NR USD TR 07-22-16 -0.07 -0.43 -0.39 -1.90 -8.45 0.56 1.60
MSCI World Ex USA PR LCL PR 07-22-16 0.85 -3.78 3.42 -0.53 -10.99 2.79 3.92
Nikkei 225 Average PR JPY PR 07-22-16 0.78 -12.64 3.50 -5.38 -19.26 4.29 10.41
S&P BSE SENSEX India INR PR 07-22-16 -0.12 6.45 3.88 7.61 -2.46 11.31 8.23
S&P/ASX All Ordinaries PR PR 07-22-16 1.17 4.30 4.20 5.19 -0.52 3.77 3.59
S&P/TSX Composite PR PR 07-22-16 0.82 12.23 4.26 5.24 2.05 4.60 1.59
SIX SMI PR CHF PR 07-22-16 0.47 -7.07 2.79 1.05 -11.78 1.11 6.32
SIX SMI TR CHF PR 07-22-16 0.47 -3.76 2.95 2.02 -8.54 4.42 9.83
SSE Composite PR CNY PR 07-22-16 -1.36 -14.87 3.69 1.81 -25.17 14.54 1.69
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 07-22-16 0.44 7.15 3.19 3.50 1.14 6.12 7.27
Con Tgt Risk TR USD TR 07-22-16 0.07 5.75 1.16 2.44 4.77 3.10 3.68
Mod Agg Tgt Risk TR USD TR 07-22-16 0.39 7.13 2.84 3.49 2.10 5.62 6.68
Mod Con Tgt Risk TR USD TR 07-22-16 0.18 6.30 1.76 2.88 4.29 4.25 5.00
Mod Tgt Risk TR USD TR 07-22-16 0.29 6.87 2.37 3.23 3.43 5.02 5.97
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 07-22-16 0.10 5.95 1.68 2.65 2.98 4.43 5.29
Lifetime Agg 2005 TR USD TR 07-22-16 0.13 6.30 1.82 2.82 3.15 4.78 5.68
Lifetime Agg 2010 TR USD TR 07-22-16 0.16 6.62 2.00 3.00 3.19 5.15 6.09
Lifetime Agg 2015 TR USD TR 07-22-16 0.20 6.88 2.20 3.15 3.06 5.54 6.52
Lifetime Agg 2020 TR USD TR 07-22-16 0.24 7.04 2.43 3.27 2.67 5.91 6.95
Lifetime Agg 2025 TR USD TR 07-22-16 0.29 7.09 2.66 3.35 2.06 6.19 7.31
Lifetime Agg 2030 TR USD TR 07-22-16 0.33 7.07 2.85 3.39 1.41 6.29 7.47
Lifetime Agg 2035 TR USD TR 07-22-16 0.36 7.04 2.95 3.40 0.93 6.21 7.43
Lifetime Agg 2040 TR USD TR 07-22-16 0.36 7.04 2.98 3.40 0.70 6.07 7.27
Lifetime Agg 2045 TR USD TR 07-22-16 0.36 7.05 2.98 3.38 0.58 5.92 7.09
Lifetime Agg 2050 TR USD TR 07-22-16 0.36 7.07 2.98 3.36 0.47 5.77 6.90
Lifetime Agg 2055 TR USD TR 07-22-16 0.35 7.09 2.97 3.35 0.37 5.62 6.71
Lifetime Agg Incm TR USD TR 07-22-16 0.10 5.97 1.68 2.67 3.02 4.36 5.19
Lifetime Con 2000 TR USD TR 07-22-16 -0.02 5.54 1.03 2.29 3.77 2.94 3.49
Lifetime Con 2005 TR USD TR 07-22-16 0.00 6.01 1.14 2.50 4.23 3.29 3.89
Lifetime Con 2010 TR USD TR 07-22-16 0.02 6.48 1.30 2.74 4.62 3.70 4.36
Lifetime Con 2015 TR USD TR 07-22-16 0.05 6.92 1.49 2.96 4.88 4.12 4.84
Lifetime Con 2020 TR USD TR 07-22-16 0.09 7.29 1.68 3.17 5.01 4.53 5.29
Lifetime Con 2025 TR USD TR 07-22-16 0.13 7.58 1.89 3.34 4.93 4.95 5.74
Lifetime Con 2030 TR USD TR 07-22-16 0.17 7.74 2.12 3.45 4.52 5.37 6.22
Lifetime Con 2035 TR USD TR 07-22-16 0.23 7.76 2.38 3.52 3.78 5.71 6.62
Lifetime Con 2040 TR USD TR 07-22-16 0.28 7.69 2.60 3.55 2.95 5.85 6.87
Lifetime Con 2045 TR USD TR 07-22-16 0.31 7.64 2.75 3.57 2.35 5.82 6.88
Lifetime Con 2050 TR USD TR 07-22-16 0.32 7.65 2.82 3.59 2.02 5.71 6.79
Lifetime Con 2055 TR USD TR 07-22-16 0.32 7.70 2.85 3.60 1.89 5.59 6.65
Lifetime Con Incm TR USD TR 07-22-16 -0.02 5.55 1.03 2.30 3.77 2.89 3.36
Lifetime Mod 2000 TR USD TR 07-22-16 0.03 5.72 1.35 2.44 3.32 3.71 4.44
Lifetime Mod 2005 TR USD TR 07-22-16 0.05 6.12 1.47 2.63 3.64 4.05 4.83
Lifetime Mod 2010 TR USD TR 07-22-16 0.08 6.51 1.63 2.83 3.85 4.43 5.25
Lifetime Mod 2015 TR USD TR 07-22-16 0.11 6.85 1.82 3.01 3.93 4.82 5.69
Lifetime Mod 2020 TR USD TR 07-22-16 0.15 7.11 2.02 3.17 3.80 5.23 6.14
Lifetime Mod 2025 TR USD TR 07-22-16 0.20 7.26 2.26 3.28 3.35 5.65 6.62
Lifetime Mod 2030 TR USD TR 07-22-16 0.26 7.28 2.52 3.36 2.62 5.95 7.00
Lifetime Mod 2035 TR USD TR 07-22-16 0.30 7.24 2.73 3.40 1.87 6.06 7.18
Lifetime Mod 2040 TR USD TR 07-22-16 0.33 7.20 2.85 3.41 1.33 6.01 7.17
Lifetime Mod 2045 TR USD TR 07-22-16 0.34 7.20 2.90 3.41 1.07 5.88 7.03
Lifetime Mod 2050 TR USD TR 07-22-16 0.34 7.22 2.91 3.41 0.94 5.74 6.87
Lifetime Mod 2055 TR USD TR 07-22-16 0.34 7.26 2.91 3.40 0.84 5.60 6.69
Lifetime Mod Incm TR USD TR 07-22-16 0.03 5.73 1.35 2.45 3.34 3.65 4.33
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 07-22-16 -1.01 -0.01 -1.71 0.10 -1.70 -3.27 -4.69
Lng/Shrt Cmdty TR TR 07-22-16 -0.53 -5.60 -0.97 -1.37 -5.54 -2.62 -4.27
Lng-Only Cmdty TR TR 07-22-16 -3.18 7.25 -6.36 1.62 -14.74 -16.31 -11.92
Shrt/Flt Cmdty TR TR 07-22-16 0.46 -5.36 0.75 -1.25 -3.71 0.72 0.39
Shrt-Only Cmdty TR TR 07-22-16 3.25 -11.76 6.79 -2.59 10.45 14.63 8.91
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