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 08-28-14 0.32 9.11 1.37 5.03 24.24 21.99 17.00
Style
Large Cap TR 08-28-14 0.25 9.44 1.12 5.06 24.58 21.71 16.24
Large Core TR 08-28-14 -0.03 8.57 1.08 3.92 22.01 23.17 16.97
Large Growth TR 08-28-14 0.30 11.15 2.39 6.95 30.16 22.49 17.84
Large Value TR 08-28-14 0.47 8.58 -0.13 4.30 21.52 19.64 14.05
Mid Cap TR 08-28-14 0.49 9.69 1.96 5.39 24.79 23.00 19.20
Mid Core TR 08-28-14 0.27 11.44 1.56 5.21 27.22 24.02 20.14
Mid Growth TR 08-28-14 0.68 7.57 3.10 6.41 21.12 19.51 18.71
Mid Value TR 08-28-14 0.54 10.35 1.25 4.50 26.44 25.60 18.75
Small Cap TR 08-28-14 0.53 4.05 2.33 3.72 19.07 21.77 18.06
Small Core TR 08-28-14 0.10 5.72 2.25 3.67 20.95 21.10 17.65
Small Growth TR 08-28-14 1.20 -0.21 2.81 3.83 14.14 20.34 17.92
Small Value TR 08-28-14 0.33 6.61 1.95 3.68 22.15 23.92 18.53
US Core TR 08-28-14 0.04 8.93 1.26 4.17 22.97 23.20 17.71
US Growth TR 08-28-14 0.43 9.67 2.55 6.64 27.18 21.74 18.08
US Value TR 08-28-14 0.48 8.80 0.27 4.30 22.58 21.14 15.31
Sector
Cyclical TR 08-28-14 0.21 5.49 1.78 4.79 20.80 23.23 15.53
— Basic Materials TR 08-28-14 0.18 9.97 0.99 4.78 27.30 14.09 13.51
— Consumer Cyclical TR 08-28-14 0.49 2.74 2.89 5.09 19.18 25.63 22.76
— Financial Services TR 08-28-14 0.22 3.72 1.41 4.62 19.80 25.60 11.66
— Real Estate TR 08-28-14 -0.77 20.55 0.58 4.71 23.96 15.73 17.80
Defensive TR 08-28-14 0.92 12.41 2.23 5.76 24.97 22.41 17.01
— Consumer Defensive TR 08-28-14 0.34 6.74 1.44 3.18 18.86 17.64 16.22
— Healthcare TR 08-28-14 1.30 15.94 3.28 8.43 31.14 29.01 20.57
— Utilities TR 08-28-14 0.95 14.71 0.15 2.42 18.74 14.13 12.79
Sensitive TR 08-28-14 0.05 10.32 0.54 4.88 26.82 21.03 16.73
— Communication Services TR 08-28-14 0.81 6.73 -0.44 2.78 21.59 23.12 20.32
— Energy TR 08-28-14 0.73 12.25 -1.36 4.26 22.71 16.83 16.39
— Industrials TR 08-28-14 -0.52 4.23 1.11 1.11 24.40 23.50 18.65
— Technology TR 08-28-14 -0.05 14.74 1.60 8.68 32.50 21.67 16.73
Moat
Morningstar Wide Moat Focus TR 08-28-14 0.40 9.97 3.29 6.19 24.08 25.41 17.54
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 08-28-14 0.32 4.72 0.94 3.32 17.98 17.82 15.31
NASDAQ Composite PR PR 08-28-14 0.56 9.12 2.54 7.87 26.84 22.49 17.57
NYSE Composite PR --- 08-28-14 0.24 5.86 0.20 2.87 18.27 14.96 10.41
Russell 2000 TR TR 08-28-14 0.54 1.02 2.45 2.92 16.20 20.69 16.54
S&P 500 TR TR 08-28-14 0.27 9.51 1.15 5.10 24.70 21.91 16.61
S&P MidCap 400 TR 08-28-14 0.28 7.53 2.09 4.45 21.34 21.42 18.33
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 08-28-14 0.37 4.77 0.82 0.77 5.66 3.06 4.52
Intermediate Core Bond TR 08-28-14 0.20 4.19 0.65 0.41 5.21 2.86 4.42
Long-Term Core Bond TR 08-28-14 1.27 12.34 2.10 2.75 13.45 6.25 8.18
Short-Term Core Bond TR 08-28-14 0.02 0.89 0.21 0.00 1.51 1.11 1.98
Corporate
Corp Bond TR 08-28-14 0.59 7.07 1.02 1.36 9.49 5.98 6.91
Intermediate Corp Bond TR 08-28-14 0.20 4.65 0.66 0.67 7.21 5.51 6.73
Long-Term Corp Bond TR 08-28-14 1.23 12.29 1.79 2.63 15.44 8.27 9.34
Short-Term Corp Bond TR 08-28-14 0.01 1.68 0.25 0.13 3.00 3.07 3.69
Government
Intermediate US Govt Bond TR 08-28-14 0.17 2.93 0.68 0.09 3.30 1.31 3.86
Long-Term US Govt Bond TR 08-28-14 1.34 13.05 2.52 2.92 11.73 4.31 6.90
Short-Term US Govt Bond TR 08-28-14 0.02 0.64 0.19 -0.04 1.05 0.53 1.43
US Govt Bond TR 08-28-14 0.34 3.65 0.82 0.63 3.74 1.72 3.50
Other
Mortgage Bond TR 08-28-14 0.21 4.54 0.64 0.48 5.48 2.83 4.18
TIPS TR 08-28-14 0.37 6.66 0.37 0.83 5.74 2.22 5.56
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 08-28-14 0.38 4.80 0.82 0.77 5.88 2.94 4.53
Barclays US Government TR TR 08-28-14 0.33 3.55 0.80 0.61 3.73 1.71 3.43
Barclays US MBS TR TR 08-28-14 0.19 4.33 0.59 0.41 5.57 2.20 3.71
BofAML US HY Master II TR TR 08-28-14 0.16 5.79 0.59 1.17 10.77 10.80 12.18
USTREAS T-Bill Auction Ave 3 --- 07-31-14 --- 0.02 0.00 0.01 0.05 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 07-31-14 --- 5.62 -0.22 1.42 2.81 2.80 4.16
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 08-28-14 0.34 7.41 0.98 1.45 10.09 4.88 5.40
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 08-28-14 0.43 6.00 0.41 3.81 18.57 7.51 12.76
Euronext BEL 20 PR EUR PR 08-31-14 0.93 9.20 3.03 1.06 19.42 12.08 6.19
Euronext Paris CAC 40 NR EUR TR 08-31-14 3.02 3.89 3.18 -2.70 13.98 13.44 6.68
Euronext Paris CAC 40 PR EUR PR 08-31-14 3.02 1.98 3.18 -3.07 11.37 10.39 3.70
FSE DAX PR EUR PR 08-31-14 1.40 -3.56 0.67 -4.76 13.69 14.08 8.07
FSE DAX TR EUR TR 08-31-14 1.40 -0.86 0.67 -4.76 16.87 17.86 11.62
FTSE 100 PR GBP PR 08-31-14 0.66 1.05 1.33 -0.36 6.34 8.13 6.80
FTSE 100 TR GBP TR 08-31-14 0.69 3.87 2.06 0.67 10.13 12.20 10.68
FTSE 250 PR GBP PR 08-31-14 0.03 -0.31 2.52 -0.78 8.62 14.70 12.49
Hang Seng Hong Kong Composite PR HKD TR 08-31-14 -1.61 3.34 -0.43 6.77 12.24 5.22 4.34
Hang Seng HSI PR HKD PR 08-31-14 -1.52 6.11 -0.10 7.15 13.81 6.39 4.63
MSCI AC Far East Ex Japan PR USD PR 08-31-14 -0.56 7.65 0.22 5.56 15.91 5.41 7.72
MSCI ACWI PR USD PR 08-28-14 0.18 5.39 -0.12 2.51 18.05 13.10 9.19
MSCI EAFE NR USD TR 08-31-14 0.62 2.56 -0.15 -1.17 16.43 11.36 8.21
MSCI EAFE PR LCL PR 08-31-14 0.62 1.79 0.69 0.47 12.58 12.10 5.41
MSCI EASEA PR LCL PR 08-31-14 0.98 3.13 1.19 -0.77 12.11 10.77 5.66
MSCI EM Latin America PR USD PR 08-28-14 1.16 12.61 1.72 9.01 18.85 -1.72 1.40
MSCI EM PR LCL PR 08-28-14 0.36 7.71 1.18 5.34 17.15 7.87 5.69
MSCI EM PR USD PR 08-28-14 0.47 8.41 0.72 4.69 19.47 3.66 5.01
MSCI Europe NR USD TR 08-31-14 1.15 1.92 0.42 -3.48 17.85 12.57 8.70
MSCI Europe PR LCL PR 08-31-14 1.34 2.59 1.58 -1.43 12.19 11.32 5.85
MSCI Hong Kong PR USD PR 08-31-14 -2.37 7.46 -1.24 5.06 16.76 8.33 9.39
MSCI Japan NR USD TR 08-31-14 -0.54 -0.94 -2.17 3.54 9.80 8.82 5.19
MSCI Japan PR LCL PR 08-31-14 -0.76 -3.05 -1.20 5.61 14.24 18.10 5.52
MSCI North America NR USD TR 08-28-14 0.32 9.37 1.07 5.18 23.81 19.89 15.38
MSCI Pacific Ex Japan NR USD TR 08-31-14 -0.15 11.69 0.28 4.01 19.77 9.84 11.65
MSCI Pacific Ex Japan PR LCL PR 08-31-14 -0.76 5.41 -0.75 2.70 11.18 8.62 5.33
MSCI Pacific NR USD TR 08-31-14 -0.39 3.62 -1.24 3.72 13.48 9.22 7.49
MSCI Pacific PR LCL PR 08-31-14 -0.76 -0.05 -1.03 4.48 13.06 14.05 5.06
MSCI World ex USA NR USD TR 08-28-14 0.05 3.45 -1.44 -0.13 15.81 12.43 8.10
MSCI World Ex USA PR LCL PR 08-28-14 0.22 2.81 -0.02 1.02 13.20 12.98 5.35
Nikkei 225 Average PR JPY PR 08-31-14 -0.74 -5.32 -1.26 5.41 15.20 19.87 8.01
S&P BSE SENSEX India INR PR 08-31-14 1.05 25.83 2.87 10.00 43.06 16.90 11.20
S&P/ASX All Ordinaries PR PR 08-31-14 -0.28 5.07 0.03 2.75 9.74 8.78 4.64
S&P/TSX Composite PR PR 08-28-14 0.01 14.22 0.73 6.48 23.41 8.07 7.22
Shanghai SE Composite PR CNY PR 08-31-14 -1.05 4.78 0.71 8.73 5.66 -4.77 -3.63
SIX SMI CHF PR 08-31-14 1.23 5.56 2.96 -0.18 11.79 16.13 6.85
SIX SMI TR CHF PR 08-31-14 1.23 8.76 2.98 -0.16 15.26 19.91 10.28
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 08-28-14 0.32 7.30 0.55 3.10 19.96 16.79 13.68
Conservative Target Risk TR 08-28-14 0.27 4.47 0.38 0.96 7.25 5.34 5.80
Moderate Target Risk TR 08-28-14 0.31 6.25 0.50 2.19 14.28 11.67 10.27
Moderately Aggr Target Risk TR 08-28-14 0.31 6.77 0.51 2.68 17.43 14.54 12.21
Moderately Cons Target Risk TR 08-28-14 0.29 5.35 0.45 1.61 10.82 8.60 8.08
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 08-28-14 0.28 5.90 0.50 1.80 12.10 9.89 9.56
Lifetime Aggressive 2005 TR 08-28-14 0.32 6.28 0.56 1.99 13.12 10.77 10.19
Lifetime Aggressive 2010 TR 08-28-14 0.35 6.64 0.61 2.20 14.31 11.84 10.92
Lifetime Aggressive 2015 TR 08-28-14 0.37 6.97 0.64 2.45 15.69 13.12 11.74
Lifetime Aggressive 2020 TR 08-28-14 0.37 7.24 0.66 2.72 17.25 14.56 12.61
Lifetime Aggressive 2025 TR 08-28-14 0.37 7.39 0.65 2.96 18.72 15.89 13.35
Lifetime Aggressive 2030 TR 08-28-14 0.35 7.42 0.63 3.10 19.71 16.75 13.79
Lifetime Aggressive 2035 TR 08-28-14 0.34 7.38 0.60 3.13 20.11 17.02 13.90
Lifetime Aggressive 2040 TR 08-28-14 0.34 7.33 0.58 3.10 20.13 16.94 13.84
Lifetime Aggressive 2045 TR 08-28-14 0.34 7.29 0.56 3.07 20.05 16.77 13.72
Lifetime Aggressive 2050 TR 08-28-14 0.34 7.26 0.54 3.03 19.97 16.59 13.59
Lifetime Aggressive 2055 TR 08-28-14 0.34 7.22 0.52 2.99 19.88 16.39 13.46
Lifetime Aggressive Income TR 08-28-14 0.28 5.76 0.49 1.75 11.78 9.55 9.26
Lifetime Conservative 2000 TR 08-28-14 0.27 4.89 0.38 0.87 7.49 5.36 6.57
Lifetime Conservative 2005 TR 08-28-14 0.32 5.36 0.46 1.03 8.31 5.99 7.06
Lifetime Conservative 2010 TR 08-28-14 0.38 5.84 0.54 1.24 9.33 6.83 7.68
Lifetime Conservative 2015 TR 08-28-14 0.42 6.30 0.61 1.46 10.46 7.79 8.36
Lifetime Conservative 2020 TR 08-28-14 0.45 6.71 0.67 1.69 11.67 8.86 9.10
Lifetime Conservative 2025 TR 08-28-14 0.47 7.06 0.71 1.95 13.07 10.17 9.97
Lifetime Conservative 2030 TR 08-28-14 0.48 7.34 0.73 2.25 14.75 11.76 10.95
Lifetime Conservative 2035 TR 08-28-14 0.46 7.48 0.71 2.53 16.43 13.33 11.87
Lifetime Conservative 2040 TR 08-28-14 0.43 7.52 0.68 2.72 17.70 14.46 12.49
Lifetime Conservative 2045 TR 08-28-14 0.42 7.50 0.65 2.79 18.30 14.92 12.72
Lifetime Conservative 2050 TR 08-28-14 0.42 7.49 0.63 2.81 18.53 15.03 12.77
Lifetime Conservative 2055 TR 08-28-14 0.42 7.47 0.61 2.80 18.56 14.95 12.70
Lifetime Conservative Income TR 08-28-14 0.26 4.73 0.36 0.85 7.26 5.12 6.33
Lifetime Moderate 2000 TR 08-28-14 0.28 5.41 0.44 1.36 9.89 7.71 8.14
Lifetime Moderate 2005 TR 08-28-14 0.32 5.84 0.51 1.53 10.78 8.44 8.68
Lifetime Moderate 2010 TR 08-28-14 0.36 6.25 0.58 1.73 11.85 9.35 9.33
Lifetime Moderate 2015 TR 08-28-14 0.39 6.64 0.63 1.95 13.06 10.43 10.07
Lifetime Moderate 2020 TR 08-28-14 0.41 6.98 0.67 2.21 14.50 11.79 10.96
Lifetime Moderate 2025 TR 08-28-14 0.41 7.25 0.68 2.51 16.21 13.40 11.93
Lifetime Moderate 2030 TR 08-28-14 0.40 7.40 0.67 2.78 17.82 14.88 12.76
Lifetime Moderate 2035 TR 08-28-14 0.38 7.42 0.64 2.95 18.94 15.86 13.28
Lifetime Moderate 2040 TR 08-28-14 0.36 7.39 0.61 3.00 19.44 16.23 13.45
Lifetime Moderate 2045 TR 08-28-14 0.36 7.35 0.58 2.98 19.52 16.20 13.42
Lifetime Moderate 2050 TR 08-28-14 0.37 7.33 0.57 2.96 19.51 16.09 13.33
Lifetime Moderate 2055 TR 08-28-14 0.37 7.31 0.55 2.93 19.44 15.92 13.21
Lifetime Moderate Income TR 08-28-14 0.27 5.28 0.43 1.32 9.63 7.42 7.88
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 08-28-14 0.45 -4.79 -2.02 -5.85 -7.66 -6.22 1.42
Long/Short Commodity TR 08-28-14 0.47 -5.71 -1.04 -4.19 -4.19 -5.47 -0.18
Long-Only Commodity TR 08-28-14 0.72 -1.04 -2.83 -7.45 -6.49 -4.00 4.55
Short/Flat Commodity TR 08-28-14 0.06 -0.87 1.01 1.95 3.84 0.79 -1.48
Short-Only Commodity TR 08-28-14 -0.56 -1.04 2.81 7.20 5.53 0.92 -7.67
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