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 05-27-16 2.39 3.53 0.38 8.80 -0.21 10.30 11.52
Style
US Core TR 05-27-16 2.11 3.68 -0.30 8.59 -0.84 10.00 12.39
US Growth TR 05-27-16 2.62 0.47 1.46 8.21 -1.78 12.11 12.10
US Large Cap TR 05-27-16 2.27 3.05 0.60 8.07 0.89 10.50 11.97
US Large Core TR 05-27-16 1.93 3.04 -0.45 7.92 0.12 10.00 12.91
US Large Growth TR 05-27-16 2.48 -0.03 1.93 7.20 -0.23 13.26 13.40
US Large Val TR 05-27-16 2.34 6.53 0.16 9.15 2.95 8.19 9.60
US Mid Cap TR 05-27-16 2.49 4.95 -0.15 10.48 -2.53 10.30 10.75
US Mid Core TR 05-27-16 2.35 4.87 0.23 10.23 -2.74 10.73 11.76
US Mid Growth TR 05-27-16 2.72 2.65 0.07 11.21 -5.86 9.19 8.70
US Mid Val TR 05-27-16 2.42 7.34 -0.79 10.03 1.12 10.99 11.78
US Small Cap TR 05-27-16 3.33 4.68 -0.44 11.95 -4.87 8.03 8.95
US Small Core TR 05-27-16 3.03 6.17 -0.39 10.05 -4.77 8.13 8.61
US Small Growth TR 05-27-16 3.98 0.26 -0.03 12.06 -6.91 8.13 8.34
US Small Val TR 05-27-16 3.01 7.65 -0.91 13.95 -2.86 7.84 9.92
US Value TR 05-27-16 2.40 6.76 -0.10 9.63 2.18 8.76 10.07
Sector
Cyclical TR 05-27-16 2.34 1.98 -0.08 10.18 -0.23 9.62 11.76
— Basic Materials TR 05-27-16 2.16 10.59 -1.00 14.77 -3.32 6.01 3.96
— Consumer Cyclical TR 05-27-16 2.01 0.95 -1.23 6.49 0.96 11.39 14.87
— Financial Services TR 05-27-16 2.76 0.25 0.70 12.36 -2.18 9.43 11.81
— Real Estate TR 05-27-16 1.96 5.51 1.36 10.28 6.79 7.46 9.60
Defensive TR 05-27-16 1.97 2.81 0.55 6.05 1.80 13.29 15.11
— Consumer Defensive TR 05-27-16 2.07 6.05 1.39 4.82 9.92 11.64 13.74
— Healthcare TR 05-27-16 2.08 -1.45 -0.20 6.54 -5.21 15.27 17.26
— Utilities TR 05-27-16 1.23 13.86 1.48 7.34 14.18 11.80 12.02
Sensitive TR 05-27-16 2.71 5.39 0.65 9.59 -1.48 9.06 9.29
— Communication Services TR 05-27-16 1.41 8.15 0.18 6.90 5.43 10.00 12.80
— Energy TR 05-27-16 1.66 12.60 -2.26 18.80 -13.00 -4.15 -0.43
— Industrials TR 05-27-16 1.96 5.71 -1.52 7.82 0.66 10.95 11.15
— Technology TR 05-27-16 3.86 1.61 3.15 8.57 -0.68 13.95 11.96
Moat
Morningstar Wide Moat Focus TR 05-27-16 2.60 14.27 0.41 13.28 7.84 11.91 13.83
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 05-27-16 2.15 3.81 -0.55 8.13 1.06 7.93 10.29
NASDAQ Composite PR PR 05-27-16 3.44 -1.48 1.45 7.47 -3.39 12.56 12.02
NYSE Composite PR --- 05-27-16 2.14 3.21 -0.97 8.83 -6.05 3.50 4.54
Russell 2000 TR TR 05-27-16 3.47 1.89 -0.18 11.37 -6.90 6.80 8.09
--- TR 05-27-16 2.32 3.67 0.45 8.35 1.06 10.68 11.92
S&P MidCap 400 TR 05-27-16 2.96 7.41 0.42 11.80 -1.31 9.57 10.21
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 05-27-16 0.10 3.39 0.20 1.36 3.42 2.85 3.56
US Inter Core Bd TR Bond TR 05-27-16 0.07 2.80 0.19 0.87 3.37 3.07 3.46
US Lng Core Bd TR Bond TR 05-27-16 0.21 7.15 0.42 3.40 5.79 4.48 6.71
US Shrt Core Bd TR Bond TR 05-27-16 0.06 1.31 0.02 0.52 1.34 1.12 1.27
Corporate
US Corp Bd TR Bond TR 05-27-16 0.20 4.93 0.02 4.08 3.39 3.21 4.72
US Inter Corp Bd TR Bond TR 05-27-16 0.11 3.82 -0.07 2.80 2.94 2.99 4.38
US Lng Corp Bd TR Bond TR 05-27-16 0.33 7.75 0.06 6.69 4.83 4.22 6.48
US Shrt Corp Bd TR Bond TR 05-27-16 0.06 1.86 0.05 1.45 1.75 1.81 2.37
Government
US Gov Bd TR Bond TR 05-27-16 0.07 3.02 0.24 0.12 3.28 2.16 2.96
US Inter Gov Bd TR Bond TR 05-27-16 0.08 2.87 0.06 0.02 3.27 1.93 2.80
US Lng Gov Bd TR Bond TR 05-27-16 0.09 6.64 0.82 0.19 6.90 5.14 6.98
US Shrt Gov Bd TR Bond TR 05-27-16 0.06 1.05 0.00 0.13 1.12 0.87 0.92
Other
Mortgage TR Bond TR 05-27-16 0.06 2.55 0.30 0.80 3.48 3.52 3.45
TIPS TR TR 05-27-16 0.28 4.33 0.13 2.00 1.96 0.00 2.47
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 05-27-16 0.15 3.40 0.23 1.42 3.14 2.66 3.35
Barclays US Government TR TR 05-27-16 0.07 2.97 0.22 0.12 3.15 2.13 2.90
Barclays US MBS TR TR 05-27-16 0.06 2.23 0.28 0.64 2.82 2.95 2.86
BofAML US HY Master II TR TR 05-27-16 0.79 8.01 1.02 9.86 -0.98 2.57 5.26
USTREAS T-Bill Auction Ave 3 --- 04-30-16 --- 0.09 0.02 0.07 0.14 0.07 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-16 --- 4.64 -0.31 1.44 4.09 1.84 4.81
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 05-27-16 -0.16 2.63 0.37 1.31 6.04 3.78 5.07
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 05-27-16 0.29 2.09 -6.59 2.42 -16.05 -11.65 -4.66
Euronext BEL 20 PR EUR PR 05-27-16 3.93 -4.78 1.26 4.54 -6.32 9.09 5.82
Euronext Paris CAC 40 NR EUR TR 05-27-16 3.97 -0.97 0.25 6.33 -10.62 6.63 5.43
Euronext Paris CAC 40 PR EUR PR 05-27-16 3.69 -2.64 -0.98 4.64 -12.89 4.16 2.70
FSE DAX PR EUR PR 05-27-16 3.52 -6.97 -2.14 5.45 -15.30 4.10 4.29
FSE DAX TR EUR TR 05-27-16 3.73 -4.25 -0.13 8.13 -12.61 7.06 7.50
FTSE 100 PR GBP PR 05-27-16 1.86 0.46 -0.78 2.87 -10.84 -1.96 1.09
FTSE 100 TR GBP TR 05-27-16 1.87 2.46 -0.20 4.23 -7.26 1.73 4.92
FTSE 250 PR GBP PR 05-27-16 1.83 -1.13 0.87 4.02 -5.51 6.19 7.58
Hang Seng Hong Kong Composite PR HKD TR 05-27-16 3.13 -7.69 -3.83 6.05 -29.70 -3.77 -3.14
Hang Seng HSI PR HKD PR 05-27-16 3.65 -6.10 -3.67 6.26 -26.72 -3.20 -2.30
MSCI AC Far East Ex Japan PR USD PR 05-27-16 3.27 -1.65 -3.58 6.28 -22.06 -4.17 -3.08
MSCI ACWI PR USD PR 05-27-16 2.28 0.89 -0.94 7.96 -8.07 2.71 3.24
MSCI EAFE NR USD TR 05-27-16 2.21 -1.06 -1.06 8.66 -10.40 1.59 2.42
MSCI EAFE PR LCL PR 05-27-16 2.10 -5.45 -0.90 4.31 -14.31 2.50 3.96
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 05-27-16 2.59 -2.90 -0.27 4.89 -12.26 2.11 2.72
MSCI EM Latin America PR USD PR 05-27-16 -1.01 12.50 -9.08 15.81 -18.87 -17.24 -14.27
MSCI EM PR LCL PR 05-27-16 2.71 1.00 -2.27 6.46 -14.61 -1.18 -0.92
MSCI EM PR USD PR 05-27-16 2.93 1.78 -4.14 9.23 -20.69 -7.72 -6.77
MSCI Europe NR USD TR 05-27-16 2.83 -0.09 -0.60 9.09 -10.64 1.70 2.00
MSCI Europe PR LCL PR 05-27-16 2.84 -3.27 -0.44 4.34 -12.47 2.39 2.99
MSCI Hong Kong PR USD PR 05-27-16 2.36 -3.41 -4.26 5.55 -19.20 -0.87 1.12
MSCI Japan NR USD TR 05-27-16 1.03 -4.46 -1.84 6.85 -8.98 3.12 5.03
MSCI Japan PR LCL PR 05-27-16 0.47 -13.49 -3.07 2.20 -20.63 4.23 9.55
MSCI North America NR USD TR 05-27-16 2.30 3.70 0.28 8.68 -0.90 9.07 9.93
MSCI Pacific Ex Japan NR USD TR 05-27-16 1.19 1.25 -1.75 10.77 -11.73 -1.94 0.41
MSCI Pacific Ex Japan PR LCL PR 05-27-16 1.38 -0.22 0.90 8.63 -11.50 0.30 1.44
MSCI Pacific NR USD TR 05-27-16 1.09 -2.59 -1.81 8.16 -9.91 1.30 3.32
MSCI Pacific PR LCL PR 05-27-16 0.78 -9.25 -1.71 4.40 -17.72 2.62 6.12
MSCI World ex USA NR USD TR 05-27-16 2.22 0.16 -1.09 9.14 -10.32 1.28 1.87
MSCI World Ex USA PR LCL PR 05-27-16 2.06 -4.50 -0.70 4.75 -13.79 2.58 3.56
Nikkei 225 Average PR JPY PR 05-27-16 0.59 -11.55 -2.64 3.99 -17.77 5.98 12.07
S&P BSE SENSEX India INR PR 05-27-16 5.34 2.05 2.26 15.11 -3.31 9.99 7.85
S&P/ASX All Ordinaries PR PR 05-27-16 1.01 2.34 4.17 10.61 -4.45 3.46 2.82
S&P/TSX Composite PR PR 05-27-16 1.33 8.42 1.57 10.22 -6.65 3.57 0.44
SIX SMI PR CHF PR 05-27-16 3.69 -5.96 2.42 5.27 -11.75 0.53 5.03
SIX SMI TR CHF PR 05-27-16 3.69 -2.77 3.08 8.06 -8.62 3.78 8.46
SSE Composite PR CNY PR 05-27-16 -0.16 -20.29 -4.49 1.95 -42.91 7.15 0.81
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 05-27-16 2.28 3.47 -0.37 9.40 -4.29 5.65 6.71
Con Tgt Risk TR USD TR 05-27-16 0.55 3.62 0.20 3.16 1.92 2.44 3.45
Mod Agg Tgt Risk TR USD TR 05-27-16 1.91 3.65 -0.20 8.22 -2.98 5.10 6.17
Mod Con Tgt Risk TR USD TR 05-27-16 1.01 3.69 0.11 4.76 0.71 3.64 4.67
Mod Tgt Risk TR USD TR 05-27-16 1.48 3.75 -0.07 6.48 -1.04 4.42 5.54
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 05-27-16 1.15 3.71 0.18 5.48 -0.25 3.93 5.07
Lifetime Agg 2005 TR USD TR 05-27-16 1.24 3.86 0.17 5.86 -0.37 4.25 5.41
Lifetime Agg 2010 TR USD TR 05-27-16 1.35 3.98 0.14 6.35 -0.64 4.62 5.76
Lifetime Agg 2015 TR USD TR 05-27-16 1.50 4.03 0.10 6.93 -1.08 5.02 6.14
Lifetime Agg 2020 TR USD TR 05-27-16 1.70 4.01 0.04 7.66 -1.75 5.46 6.53
Lifetime Agg 2025 TR USD TR 05-27-16 1.92 3.91 -0.05 8.46 -2.62 5.81 6.86
Lifetime Agg 2030 TR USD TR 05-27-16 2.12 3.77 -0.13 9.14 -3.48 5.95 7.01
Lifetime Agg 2035 TR USD TR 05-27-16 2.24 3.66 -0.20 9.56 -4.10 5.88 6.96
Lifetime Agg 2040 TR USD TR 05-27-16 2.28 3.61 -0.25 9.72 -4.45 5.70 6.79
Lifetime Agg 2045 TR USD TR 05-27-16 2.29 3.59 -0.29 9.77 -4.67 5.51 6.61
Lifetime Agg 2050 TR USD TR 05-27-16 2.30 3.58 -0.33 9.80 -4.87 5.32 6.42
Lifetime Agg 2055 TR USD TR 05-27-16 2.31 3.57 -0.37 9.83 -5.06 5.13 6.23
Lifetime Agg Incm TR USD TR 05-27-16 1.14 3.71 0.18 5.44 -0.21 3.85 4.98
Lifetime Con 2000 TR USD TR 05-27-16 0.60 3.73 0.27 3.54 1.14 2.19 3.38
Lifetime Con 2005 TR USD TR 05-27-16 0.64 3.98 0.27 3.78 1.29 2.48 3.73
Lifetime Con 2010 TR USD TR 05-27-16 0.71 4.21 0.27 4.13 1.32 2.84 4.14
Lifetime Con 2015 TR USD TR 05-27-16 0.80 4.40 0.26 4.56 1.22 3.23 4.56
Lifetime Con 2020 TR USD TR 05-27-16 0.92 4.54 0.24 5.05 1.00 3.62 4.95
Lifetime Con 2025 TR USD TR 05-27-16 1.07 4.62 0.20 5.63 0.61 4.05 5.36
Lifetime Con 2030 TR USD TR 05-27-16 1.28 4.59 0.14 6.37 -0.10 4.55 5.79
Lifetime Con 2035 TR USD TR 05-27-16 1.53 4.45 0.04 7.25 -1.10 4.97 6.16
Lifetime Con 2040 TR USD TR 05-27-16 1.77 4.25 -0.06 8.07 -2.16 5.19 6.39
Lifetime Con 2045 TR USD TR 05-27-16 1.92 4.10 -0.14 8.59 -2.94 5.17 6.38
Lifetime Con 2050 TR USD TR 05-27-16 2.00 4.04 -0.20 8.87 -3.41 5.04 6.29
Lifetime Con 2055 TR USD TR 05-27-16 2.03 4.03 -0.24 8.98 -3.67 4.88 6.13
Lifetime Con Incm TR USD TR 05-27-16 0.60 3.73 0.27 3.53 1.16 2.15 3.25
Lifetime Mod 2000 TR USD TR 05-27-16 0.89 3.72 0.22 4.55 0.41 3.10 4.28
Lifetime Mod 2005 TR USD TR 05-27-16 0.95 3.92 0.22 4.85 0.43 3.40 4.62
Lifetime Mod 2010 TR USD TR 05-27-16 1.04 4.09 0.20 5.26 0.32 3.75 4.99
Lifetime Mod 2015 TR USD TR 05-27-16 1.16 4.21 0.18 5.74 0.07 4.13 5.36
Lifetime Mod 2020 TR USD TR 05-27-16 1.31 4.28 0.14 6.34 -0.37 4.57 5.77
Lifetime Mod 2025 TR USD TR 05-27-16 1.53 4.24 0.07 7.12 -1.12 5.06 6.20
Lifetime Mod 2030 TR USD TR 05-27-16 1.78 4.10 -0.02 8.00 -2.10 5.45 6.55
Lifetime Mod 2035 TR USD TR 05-27-16 1.99 3.93 -0.12 8.76 -3.08 5.61 6.72
Lifetime Mod 2040 TR USD TR 05-27-16 2.13 3.80 -0.19 9.23 -3.78 5.57 6.70
Lifetime Mod 2045 TR USD TR 05-27-16 2.19 3.74 -0.25 9.42 -4.17 5.41 6.55
Lifetime Mod 2050 TR USD TR 05-27-16 2.21 3.72 -0.29 9.50 -4.41 5.23 6.38
Lifetime Mod 2055 TR USD TR 05-27-16 2.22 3.72 -0.33 9.55 -4.61 5.05 6.20
Lifetime Mod Incm TR USD TR 05-27-16 0.88 3.72 0.22 4.53 0.44 3.04 4.17
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 05-27-16 -0.13 0.62 0.18 0.59 -1.70 -2.44 -4.48
Lng/Shrt Cmdty TR TR 05-27-16 -0.57 -4.93 -0.76 -4.68 -6.26 -1.39 -3.95
Lng-Only Cmdty TR TR 05-27-16 0.77 11.74 3.65 19.14 -15.45 -14.64 -11.24
Shrt/Flt Cmdty TR TR 05-27-16 -0.44 -5.37 -0.85 -5.13 -4.55 1.12 0.51
Shrt-Only Cmdty TR TR 05-27-16 -0.81 -14.82 -3.86 -15.64 10.63 12.59 8.12
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