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 07-24-14 1.60 8.23 1.76 5.95 20.06 16.14 18.04
Style
Large Cap TR 07-24-14 1.54 8.74 2.22 6.51 20.17 16.45 17.14
Large Core TR 07-24-14 1.01 8.14 1.33 5.14 17.51 18.33 17.67
Large Growth TR 07-24-14 2.43 9.12 3.29 8.19 26.57 16.62 18.00
Large Value TR 07-24-14 1.17 8.99 2.02 6.16 16.51 14.47 15.83
Mid Cap TR 07-24-14 1.73 8.17 1.03 5.08 21.16 15.76 20.57
Mid Core TR 07-24-14 1.31 10.33 1.67 6.14 23.03 16.88 21.53
Mid Growth TR 07-24-14 2.47 5.11 0.69 4.39 18.17 11.89 19.03
Mid Value TR 07-24-14 1.41 9.39 0.70 4.74 22.65 18.68 21.14
Small Cap TR 07-24-14 1.89 2.93 -1.01 2.54 15.46 13.80 19.57
Small Core TR 07-24-14 1.32 4.58 -1.06 2.59 16.15 12.94 18.97
Small Growth TR 07-24-14 2.64 -1.60 -1.75 2.11 13.55 12.21 18.20
Small Value TR 07-24-14 1.76 5.78 -0.25 2.92 16.54 16.33 21.54
US Core TR 07-24-14 1.09 8.31 1.23 5.16 18.50 17.69 18.59
US Growth TR 07-24-14 2.45 7.60 2.45 7.03 23.95 15.35 18.28
US Value TR 07-24-14 1.25 8.85 1.60 5.66 17.80 15.46 17.30
Sector
Cyclical TR 07-24-14 1.43 4.36 1.66 4.49 15.22 16.37 17.89
— Basic Materials TR 07-24-14 0.91 8.41 1.22 5.24 24.74 6.85 14.45
— Consumer Cyclical TR 07-24-14 1.26 0.94 2.06 3.91 15.39 19.22 23.79
— Financial Services TR 07-24-14 1.72 3.11 1.22 4.16 13.25 18.13 15.15
— Real Estate TR 07-24-14 1.38 20.01 2.67 7.23 13.60 10.30 21.94
Defensive TR 07-24-14 1.88 10.44 1.11 5.79 18.40 18.73 16.98
— Consumer Defensive TR 07-24-14 0.74 6.21 0.48 4.28 12.43 15.45 16.46
— Healthcare TR 07-24-14 2.90 12.63 2.25 8.00 24.59 23.21 20.53
— Utilities TR 07-24-14 1.05 13.92 -1.63 1.37 13.07 12.69 12.72
Sensitive TR 07-24-14 1.57 10.27 2.22 7.21 25.33 14.67 17.53
— Communication Services TR 07-24-14 0.52 7.16 3.11 8.37 15.31 17.83 20.95
— Energy TR 07-24-14 1.98 14.95 1.50 7.54 24.70 10.33 17.51
— Industrials TR 07-24-14 0.52 4.05 -0.08 2.86 21.77 16.39 20.34
— Technology TR 07-24-14 2.33 12.96 4.09 10.12 31.12 15.41 17.15
Moat
Morningstar Wide Moat Focus TR 07-24-14 1.13 7.74 1.95 4.27 22.63 19.66 18.65
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 07-24-14 0.63 4.37 1.70 4.13 12.52 13.33 16.45
NASDAQ Composite PR PR 07-24-14 2.49 7.08 2.80 7.80 24.93 16.08 17.87
NYSE Composite PR --- 07-24-14 1.36 6.14 1.07 4.37 14.92 9.50 11.74
Russell 2000 TR TR 07-24-14 2.01 0.06 -1.34 1.38 12.22 12.73 17.65
S&P 500 TR TR 07-24-14 1.53 8.76 2.08 6.36 20.39 16.42 17.67
S&P MidCap 400 TR 07-24-14 1.43 6.22 0.22 4.19 16.75 14.28 19.61
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 07-24-14 -0.17 3.79 0.23 1.31 4.05 3.51 4.66
Intermediate Core Bond TR 07-24-14 -0.22 3.40 0.00 1.29 4.01 3.21 4.48
Long-Term Core Bond TR 07-24-14 -0.21 9.62 1.09 3.01 8.66 7.40 8.56
Short-Term Core Bond TR 07-24-14 -0.07 0.69 0.03 0.24 1.21 1.18 2.08
Corporate
Corp Bond TR 07-24-14 -0.18 5.82 0.44 1.87 6.97 5.80 7.43
Intermediate Corp Bond TR 07-24-14 -0.19 3.94 0.22 1.61 5.67 5.25 7.20
Long-Term Corp Bond TR 07-24-14 -0.23 9.92 0.83 3.00 10.62 8.15 10.08
Short-Term Corp Bond TR 07-24-14 -0.09 1.45 0.05 0.47 2.71 2.84 3.96
Government
Intermediate US Govt Bond TR 07-24-14 -0.22 2.21 0.16 0.96 1.81 2.16 3.92
Long-Term US Govt Bond TR 07-24-14 -0.20 9.84 1.40 3.01 6.88 6.34 6.93
Short-Term US Govt Bond TR 07-24-14 -0.07 0.45 0.03 0.17 0.75 0.69 1.46
US Govt Bond TR 07-24-14 -0.13 2.72 0.35 0.96 2.23 2.59 3.58
Other
Mortgage Bond TR 07-24-14 -0.23 3.72 -0.09 1.35 4.51 3.08 4.19
TIPS TR 07-24-14 -0.14 6.03 0.51 2.41 4.25 3.00 5.79
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 07-24-14 -0.14 3.83 0.27 1.33 4.20 3.32 4.69
Barclays US Government TR TR 07-24-14 -0.13 2.64 0.34 0.95 2.25 2.55 3.49
Barclays US MBS TR TR 07-24-14 -0.22 3.57 -0.11 1.31 4.51 2.46 3.74
BofAML US HY Master II TR TR 07-24-14 0.06 5.22 -0.48 1.60 8.75 8.69 13.07
USTREAS T-Bill Auction Ave 3 --- 06-30-14 --- 0.02 0.00 0.01 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-14 --- 5.85 -0.23 2.40 2.54 4.01 4.29
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 07-24-14 0.30 6.27 0.58 1.71 7.83 5.15 5.58
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 07-24-14 -0.09 5.45 1.55 4.54 4.65 3.96 13.12
Euronext BEL 20 PR EUR PR 07-24-14 2.25 9.29 1.59 2.12 19.87 8.21 8.40
Euronext Paris CAC 40 NR EUR TR 07-24-14 2.19 4.60 -2.26 0.11 13.91 7.60 8.62
Euronext Paris CAC 40 PR EUR PR 07-24-14 2.19 2.67 -2.38 -1.54 11.30 4.70 5.55
FSE DAX PR EUR PR 07-24-14 0.41 -0.26 -1.45 0.47 13.70 6.63 9.76
FSE DAX TR EUR TR 07-24-14 0.41 2.53 -1.45 2.57 16.89 10.16 13.37
FTSE 100 PR GBP PR 07-24-14 1.23 1.07 0.51 1.77 3.04 4.75 8.31
FTSE 100 TR GBP TR 07-24-14 1.27 3.16 0.61 2.60 6.74 8.69 12.24
FTSE 250 PR GBP PR 07-24-14 1.25 -1.17 1.30 -1.52 6.16 10.04 14.68
Hang Seng Hong Kong Composite PR HKD TR 07-25-14 2.99 1.97 6.12 7.74 10.87 1.54 3.53
Hang Seng HSI PR HKD PR 07-25-14 3.09 3.74 5.74 8.80 10.40 2.74 3.89
MSCI AC Far East Ex Japan PR USD PR 07-24-14 1.68 6.77 4.40 6.18 12.43 1.23 7.45
MSCI ACWI PR USD PR 07-24-14 1.27 5.96 1.28 4.81 15.25 7.76 10.61
MSCI EAFE NR USD TR 07-24-14 0.75 4.66 -0.26 3.09 15.31 7.86 10.41
MSCI EAFE PR LCL PR 07-24-14 1.06 2.22 -0.04 2.91 9.25 7.68 6.89
MSCI EASEA PR LCL PR 07-24-14 1.43 3.78 -0.01 1.55 11.12 6.51 7.30
MSCI EM Latin America PR USD PR 07-24-14 3.16 11.28 4.73 9.26 10.33 -6.56 2.18
MSCI EM PR LCL PR 07-24-14 1.42 6.45 3.15 6.63 12.27 2.48 6.12
MSCI EM PR USD PR 07-24-14 1.72 7.79 3.12 7.61 11.83 -2.14 5.58
MSCI Europe NR USD TR 07-24-14 0.96 4.64 -1.22 1.09 19.20 8.75 11.10
MSCI Europe PR LCL PR 07-24-14 1.43 3.46 -0.65 1.45 11.22 6.73 7.59
MSCI Hong Kong PR USD PR 07-24-14 2.32 6.05 5.50 4.91 12.70 5.97 8.27
MSCI Japan NR USD TR 07-24-14 -0.62 0.68 0.29 9.33 2.98 5.74 7.01
MSCI Japan PR LCL PR 07-24-14 -0.39 -3.43 -0.13 8.67 2.83 13.04 6.47
MSCI North America NR USD TR 07-24-14 1.56 8.69 2.14 6.47 19.87 14.46 16.31
MSCI Pacific Ex Japan NR USD TR 07-24-14 1.83 11.02 3.98 4.33 16.97 7.06 13.46
MSCI Pacific Ex Japan PR LCL PR 07-24-14 1.47 4.91 3.49 1.97 10.28 5.85 6.41
MSCI Pacific NR USD TR 07-24-14 0.30 4.42 1.67 7.36 7.97 6.26 9.28
MSCI Pacific PR LCL PR 07-24-14 0.31 -0.48 1.22 6.02 5.43 9.91 6.04
MSCI World ex USA NR USD TR 07-24-14 0.82 5.43 0.11 3.71 15.68 7.31 10.26
MSCI World Ex USA PR LCL PR 07-24-14 1.09 3.17 0.30 3.25 10.34 7.32 6.84
Nikkei 225 Average PR JPY PR 07-25-14 1.59 -5.12 1.25 7.13 6.15 15.43 9.22
S&P BSE SENSEX India INR PR 07-25-14 1.89 23.41 3.21 15.16 31.92 11.45 11.18
S&P/ASX All Ordinaries PR PR 07-25-14 1.00 4.13 3.48 1.06 11.08 6.58 6.35
S&P/TSX Composite PR PR 07-24-14 1.25 13.02 2.89 5.77 21.48 4.49 7.57
Shanghai SE Composite PR CNY PR 07-25-14 3.28 0.50 4.99 4.42 5.22 -7.52 -8.81
SIX SMI CHF PR 07-24-14 1.04 5.29 -0.42 2.71 9.01 12.71 8.44
SIX SMI TR CHF PR 07-24-14 1.04 8.46 -0.42 3.25 12.40 16.38 11.95
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 07-23-14 0.26 7.10 0.33 4.60 16.55 11.50 15.07
Conservative Target Risk TR 07-23-14 0.21 4.19 0.41 1.84 5.49 4.84 6.27
Moderate Target Risk TR 07-23-14 0.24 5.98 0.40 3.39 11.53 8.75 11.23
Moderately Aggr Target Risk TR 07-23-14 0.24 6.56 0.35 4.08 14.35 10.29 13.43
Moderately Cons Target Risk TR 07-23-14 0.22 5.07 0.42 2.66 8.56 6.92 8.81
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 07-23-14 0.24 5.59 0.33 3.01 9.87 7.64 10.43
Lifetime Aggressive 2005 TR 07-23-14 0.26 5.93 0.36 3.21 10.66 8.21 11.15
Lifetime Aggressive 2010 TR 07-23-14 0.28 6.26 0.39 3.44 11.63 8.84 11.98
Lifetime Aggressive 2015 TR 07-23-14 0.28 6.58 0.40 3.71 12.78 9.56 12.93
Lifetime Aggressive 2020 TR 07-23-14 0.28 6.86 0.39 4.02 14.13 10.35 13.90
Lifetime Aggressive 2025 TR 07-23-14 0.28 7.06 0.36 4.32 15.44 11.10 14.73
Lifetime Aggressive 2030 TR 07-23-14 0.27 7.15 0.32 4.52 16.35 11.58 15.22
Lifetime Aggressive 2035 TR 07-23-14 0.27 7.15 0.30 4.60 16.73 11.72 15.36
Lifetime Aggressive 2040 TR 07-23-14 0.27 7.13 0.29 4.60 16.76 11.61 15.31
Lifetime Aggressive 2045 TR 07-23-14 0.27 7.11 0.29 4.59 16.69 11.44 15.20
Lifetime Aggressive 2050 TR 07-23-14 0.28 7.09 0.29 4.58 16.60 11.25 15.08
Lifetime Aggressive 2055 TR 07-23-14 0.28 7.07 0.29 4.57 16.52 11.05 14.95
Lifetime Aggressive Income TR 07-23-14 0.24 5.47 0.32 2.96 9.62 7.45 10.05
Lifetime Conservative 2000 TR 07-23-14 0.25 4.61 0.30 2.03 5.90 4.80 7.12
Lifetime Conservative 2005 TR 07-23-14 0.27 5.01 0.36 2.19 6.48 5.32 7.68
Lifetime Conservative 2010 TR 07-23-14 0.30 5.42 0.42 2.38 7.24 5.94 8.37
Lifetime Conservative 2015 TR 07-23-14 0.32 5.82 0.47 2.60 8.12 6.61 9.13
Lifetime Conservative 2020 TR 07-23-14 0.33 6.18 0.50 2.84 9.09 7.28 9.97
Lifetime Conservative 2025 TR 07-23-14 0.34 6.52 0.52 3.12 10.25 8.01 10.96
Lifetime Conservative 2030 TR 07-23-14 0.34 6.82 0.51 3.47 11.71 8.86 12.08
Lifetime Conservative 2035 TR 07-23-14 0.33 7.02 0.47 3.82 13.22 9.71 13.10
Lifetime Conservative 2040 TR 07-23-14 0.32 7.12 0.43 4.08 14.39 10.37 13.79
Lifetime Conservative 2045 TR 07-23-14 0.32 7.16 0.40 4.21 14.95 10.60 14.06
Lifetime Conservative 2050 TR 07-23-14 0.32 7.18 0.40 4.26 15.15 10.64 14.13
Lifetime Conservative 2055 TR 07-23-14 0.32 7.18 0.40 4.28 15.17 10.53 14.06
Lifetime Conservative Income TR 07-23-14 0.24 4.47 0.28 2.00 5.75 4.57 6.81
Lifetime Moderate 2000 TR 07-23-14 0.24 5.12 0.31 2.55 7.97 6.31 8.85
Lifetime Moderate 2005 TR 07-23-14 0.27 5.48 0.36 2.71 8.63 6.84 9.47
Lifetime Moderate 2010 TR 07-23-14 0.29 5.85 0.40 2.92 9.46 7.45 10.20
Lifetime Moderate 2015 TR 07-23-14 0.30 6.20 0.43 3.15 10.44 8.11 11.05
Lifetime Moderate 2020 TR 07-23-14 0.31 6.53 0.45 3.44 11.65 8.86 12.06
Lifetime Moderate 2025 TR 07-23-14 0.31 6.82 0.43 3.79 13.13 9.73 13.15
Lifetime Moderate 2030 TR 07-23-14 0.30 7.02 0.40 4.12 14.58 10.54 14.09
Lifetime Moderate 2035 TR 07-23-14 0.29 7.11 0.36 4.35 15.61 11.08 14.66
Lifetime Moderate 2040 TR 07-23-14 0.28 7.13 0.33 4.46 16.08 11.27 14.87
Lifetime Moderate 2045 TR 07-23-14 0.29 7.12 0.32 4.47 16.16 11.20 14.85
Lifetime Moderate 2050 TR 07-23-14 0.29 7.12 0.32 4.48 16.14 11.06 14.78
Lifetime Moderate 2055 TR 07-23-14 0.30 7.11 0.33 4.47 16.07 10.88 14.66
Lifetime Moderate Income TR 07-23-14 0.24 5.00 0.30 2.50 7.77 6.11 8.52
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 07-24-14 -0.57 -2.86 -5.06 -5.11 -3.81 -5.95 2.33
Long/Short Commodity TR 07-24-14 -0.13 -4.42 -3.40 -3.39 -3.73 -5.64 0.60
Long-Only Commodity TR 07-24-14 -1.01 1.46 -7.05 -7.00 0.62 -3.46 5.88
Short/Flat Commodity TR 07-24-14 0.52 -1.55 1.99 1.77 0.27 0.27 -1.47
Short-Only Commodity TR 07-24-14 1.10 -3.33 7.16 6.41 -2.27 0.21 -7.86
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