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 08-20-14 2.11 8.48 0.75 6.64 22.30 23.73 17.37
Style
Large Cap TR 08-20-14 2.07 8.83 0.58 6.61 22.76 23.36 16.56
Large Core TR 08-20-14 1.89 8.15 -0.08 5.21 20.13 24.82 17.17
Large Growth TR 08-20-14 2.78 10.74 2.54 9.43 29.08 24.67 18.20
Large Value TR 08-20-14 1.51 7.59 -0.77 5.16 19.09 20.73 14.43
Mid Cap TR 08-20-14 2.38 9.01 1.37 7.02 22.53 24.98 19.71
Mid Core TR 08-20-14 2.18 10.96 0.81 6.89 24.72 26.04 20.64
Mid Growth TR 08-20-14 2.68 6.87 2.80 8.18 20.00 21.92 18.96
Mid Value TR 08-20-14 2.27 9.48 0.53 5.93 23.21 27.10 19.52
Small Cap TR 08-20-14 1.81 3.29 0.87 5.93 16.82 23.98 18.58
Small Core TR 08-20-14 1.93 5.22 0.55 5.90 18.69 23.47 18.17
Small Growth TR 08-20-14 1.52 -1.26 1.37 6.48 12.78 22.82 18.08
Small Value TR 08-20-14 1.96 5.87 0.72 5.47 18.91 25.68 19.42
US Core TR 08-20-14 1.95 8.49 0.15 5.59 20.94 24.96 17.99
US Growth TR 08-20-14 2.68 9.16 2.51 8.99 26.08 23.98 18.41
US Value TR 08-20-14 1.69 7.84 -0.41 5.34 19.92 22.36 15.81
Sector
Cyclical TR 08-20-14 2.03 4.75 0.81 6.41 18.02 25.34 16.03
— Basic Materials TR 08-20-14 2.00 9.99 1.64 6.61 26.33 16.48 13.95
— Consumer Cyclical TR 08-20-14 2.73 2.17 1.50 7.36 17.09 28.18 23.30
— Financial Services TR 08-20-14 1.59 2.29 -0.17 5.71 15.16 27.37 12.03
— Real Estate TR 08-20-14 1.52 21.55 1.67 6.09 25.68 17.37 19.17
Defensive TR 08-20-14 2.31 11.31 1.31 6.40 22.34 23.27 17.00
— Consumer Defensive TR 08-20-14 1.57 6.26 -0.17 3.71 15.88 18.42 16.35
— Healthcare TR 08-20-14 2.73 14.44 2.81 9.07 28.70 30.14 20.50
— Utilities TR 08-20-14 2.67 13.37 -0.56 3.34 17.04 14.65 12.78
Sensitive TR 08-20-14 2.06 10.04 0.38 6.97 26.02 23.08 17.23
— Communication Services TR 08-20-14 0.66 5.71 -1.61 3.65 19.10 23.94 20.78
— Energy TR 08-20-14 1.42 11.35 -1.62 4.76 24.65 18.00 16.76
— Industrials TR 08-20-14 2.93 4.79 0.29 4.36 23.29 26.30 19.37
— Technology TR 08-20-14 2.18 14.28 2.10 11.21 30.56 24.05 17.18
Moat
Morningstar Wide Moat Focus TR 08-20-14 1.83 8.61 0.91 5.98 22.53 27.10 18.02
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 08-20-14 2.05 4.02 -0.43 4.33 15.87 19.24 15.65
NASDAQ Composite PR PR 08-20-14 2.08 8.38 2.13 10.49 25.26 24.57 17.87
NYSE Composite PR --- 08-20-14 1.80 5.28 -0.33 3.87 16.22 16.25 10.81
Russell 2000 TR TR 08-20-14 1.40 0.25 0.61 5.78 14.01 22.81 16.83
S&P 500 TR TR 08-20-14 2.09 8.89 0.62 6.61 22.74 23.59 16.98
S&P MidCap 400 TR 08-20-14 2.41 7.05 0.97 6.30 19.23 23.66 18.81
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 08-20-14 -0.03 4.25 0.32 0.68 5.42 2.69 4.45
Intermediate Core Bond TR 08-20-14 -0.11 3.87 0.26 0.51 5.07 2.62 4.37
Long-Term Core Bond TR 08-20-14 0.26 10.56 0.77 2.09 12.79 5.06 7.92
Short-Term Core Bond TR 08-20-14 -0.10 0.85 0.12 0.02 1.39 1.10 2.00
Corporate
Corp Bond TR 08-20-14 0.09 6.24 0.36 1.08 9.18 5.28 6.85
Intermediate Corp Bond TR 08-20-14 -0.04 4.38 0.37 0.72 6.94 5.20 6.74
Long-Term Corp Bond TR 08-20-14 0.29 10.52 0.49 1.91 14.89 6.89 9.15
Short-Term Corp Bond TR 08-20-14 -0.08 1.64 0.16 0.19 2.93 3.02 3.73
Government
Intermediate US Govt Bond TR 08-20-14 -0.20 2.71 0.34 0.12 2.96 1.21 3.83
Long-Term US Govt Bond TR 08-20-14 0.23 11.20 1.10 2.30 10.92 3.28 6.58
Short-Term US Govt Bond TR 08-20-14 -0.10 0.60 0.11 -0.04 0.93 0.53 1.43
US Govt Bond TR 08-20-14 -0.06 3.21 0.39 0.50 3.42 1.45 3.43
Other
Mortgage Bond TR 08-20-14 -0.09 4.17 0.20 0.62 5.47 2.55 4.12
TIPS TR 08-20-14 -0.49 6.06 -0.09 1.24 5.77 1.66 5.33
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 08-20-14 -0.01 4.27 0.32 0.67 5.60 2.56 4.47
Barclays US Government TR TR 08-20-14 -0.06 3.12 0.39 0.49 3.40 1.44 3.36
Barclays US MBS TR TR 08-20-14 -0.08 3.98 0.15 0.57 5.61 1.94 3.66
BofAML US HY Master II TR TR 08-20-14 0.67 5.58 0.58 1.09 10.62 10.38 12.36
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 08-20-14 0.24 7.00 0.91 1.22 9.31 4.61 5.45
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 08-20-14 1.43 5.96 1.17 3.19 11.91 6.32 12.97
Euronext BEL 20 PR EUR PR 08-21-14 1.98 8.46 1.52 1.70 15.29 14.39 6.14
Euronext Paris CAC 40 NR EUR TR 08-21-14 2.08 1.80 -0.27 -3.41 9.42 15.58 6.50
Euronext Paris CAC 40 PR EUR PR 08-21-14 2.08 -0.07 -0.27 -3.94 6.92 12.48 3.49
FSE DAX PR EUR PR 08-21-14 1.91 -4.26 -2.19 -3.35 10.38 15.88 7.92
FSE DAX TR EUR TR 08-21-14 1.91 -1.58 -2.19 -3.06 13.47 19.71 11.47
FTSE 100 PR GBP PR 08-21-14 1.38 0.42 0.73 -0.64 6.05 10.37 6.92
FTSE 100 TR GBP TR 08-21-14 1.53 3.20 1.46 0.38 9.83 14.53 10.80
FTSE 250 PR GBP PR 08-21-14 1.04 -0.61 2.28 1.51 7.43 17.52 12.78
Hang Seng Hong Kong Composite PR HKD TR 08-21-14 0.33 4.43 5.78 9.39 13.31 7.42 4.01
Hang Seng HSI PR HKD PR 08-21-14 0.67 7.13 6.76 9.33 14.44 8.77 4.33
MSCI AC Far East Ex Japan PR USD PR 08-21-14 0.13 7.50 2.45 6.14 16.98 7.45 7.60
MSCI ACWI PR USD PR 08-20-14 1.55 4.91 -0.21 3.66 15.77 13.85 9.68
MSCI EAFE NR USD TR 08-21-14 1.10 2.50 -0.92 0.41 14.04 13.32 8.59
MSCI EAFE PR LCL PR 08-21-14 1.74 1.45 0.72 1.93 11.13 14.11 5.62
MSCI EASEA PR LCL PR 08-21-14 1.79 2.40 0.41 -0.33 10.36 12.95 5.76
MSCI EM Latin America PR USD PR 08-20-14 3.72 11.11 1.46 7.39 14.51 -1.94 1.07
MSCI EM PR LCL PR 08-20-14 1.21 7.66 2.45 6.29 15.10 8.15 6.06
MSCI EM PR USD PR 08-20-14 1.33 8.22 2.05 5.36 16.41 3.80 5.33
MSCI Europe NR USD TR 08-21-14 1.26 1.41 -1.66 -3.09 14.46 14.66 8.77
MSCI Europe PR LCL PR 08-21-14 1.86 1.58 0.03 -1.28 9.92 13.56 5.86
MSCI Hong Kong PR USD PR 08-21-14 1.46 9.96 6.05 9.46 18.93 11.19 8.94
MSCI Japan NR USD TR 08-21-14 0.24 0.27 -0.47 9.23 9.26 10.03 6.26
MSCI Japan PR LCL PR 08-21-14 1.56 -1.94 1.95 11.60 14.06 19.49 6.16
MSCI North America NR USD TR 08-20-14 2.06 8.73 0.59 6.59 21.91 21.44 15.75
MSCI Pacific Ex Japan NR USD TR 08-21-14 1.59 11.81 2.31 6.13 19.33 12.41 12.41
MSCI Pacific Ex Japan PR LCL PR 08-21-14 1.38 6.12 2.40 4.70 12.02 10.59 5.92
MSCI Pacific NR USD TR 08-21-14 0.76 4.44 0.58 8.01 12.95 10.95 8.45
MSCI Pacific PR LCL PR 08-21-14 1.49 0.90 2.12 8.88 13.26 15.67 5.67
MSCI World ex USA NR USD TR 08-20-14 1.07 2.95 -1.46 0.76 13.21 12.57 8.80
MSCI World Ex USA PR LCL PR 08-20-14 1.52 2.00 0.01 2.09 11.05 13.33 5.82
Nikkei 225 Average PR JPY PR 08-21-14 1.77 -4.33 2.43 11.00 16.10 21.36 8.77
S&P BSE SENSEX India INR PR 08-21-14 0.98 24.51 2.51 8.49 47.21 17.76 11.58
S&P/ASX All Ordinaries PR PR 08-21-14 1.64 5.25 1.90 4.26 10.68 10.53 5.52
S&P/TSX Composite PR PR 08-20-14 1.96 14.25 1.93 7.14 22.82 9.03 7.78
Shanghai SE Composite PR CNY PR 08-21-14 1.09 5.41 8.57 10.15 7.60 -4.17 -5.51
SIX SMI CHF PR 08-21-14 1.66 4.47 0.66 -0.99 8.66 18.94 6.90
SIX SMI TR CHF PR 08-21-14 1.68 7.65 0.68 -0.95 12.04 22.82 10.32
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 08-20-14 1.54 6.70 0.15 4.28 17.89 17.84 14.09
Conservative Target Risk TR 08-20-14 0.20 4.07 0.01 1.16 6.73 5.28 5.85
Moderate Target Risk TR 08-20-14 0.92 5.72 0.08 2.90 12.94 12.15 10.51
Moderately Aggr Target Risk TR 08-20-14 1.27 6.21 0.11 3.67 15.68 15.33 12.55
Moderately Cons Target Risk TR 08-20-14 0.56 4.89 0.06 2.09 9.88 8.79 8.23
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 08-20-14 0.66 5.40 0.05 2.46 11.23 10.29 9.75
Lifetime Aggressive 2005 TR 08-20-14 0.75 5.73 0.08 2.66 12.12 11.22 10.41
Lifetime Aggressive 2010 TR 08-20-14 0.86 6.05 0.10 2.92 13.16 12.37 11.18
Lifetime Aggressive 2015 TR 08-20-14 1.01 6.34 0.12 3.24 14.36 13.77 12.06
Lifetime Aggressive 2020 TR 08-20-14 1.18 6.58 0.13 3.63 15.70 15.38 12.97
Lifetime Aggressive 2025 TR 08-20-14 1.36 6.73 0.14 4.00 16.95 16.86 13.75
Lifetime Aggressive 2030 TR 08-20-14 1.50 6.77 0.14 4.24 17.78 17.80 14.20
Lifetime Aggressive 2035 TR 08-20-14 1.56 6.74 0.13 4.32 18.10 18.09 14.33
Lifetime Aggressive 2040 TR 08-20-14 1.57 6.70 0.13 4.30 18.09 18.00 14.27
Lifetime Aggressive 2045 TR 08-20-14 1.55 6.66 0.12 4.25 17.99 17.81 14.15
Lifetime Aggressive 2050 TR 08-20-14 1.54 6.63 0.12 4.20 17.89 17.60 14.03
Lifetime Aggressive 2055 TR 08-20-14 1.52 6.59 0.11 4.15 17.79 17.38 13.90
Lifetime Aggressive Income TR 08-20-14 0.65 5.28 0.05 2.40 10.93 9.92 9.43
Lifetime Conservative 2000 TR 08-20-14 0.12 4.46 -0.03 1.20 7.14 5.32 6.62
Lifetime Conservative 2005 TR 08-20-14 0.18 4.86 0.00 1.34 7.87 5.95 7.13
Lifetime Conservative 2010 TR 08-20-14 0.26 5.27 0.03 1.54 8.78 6.81 7.76
Lifetime Conservative 2015 TR 08-20-14 0.37 5.67 0.06 1.78 9.79 7.81 8.47
Lifetime Conservative 2020 TR 08-20-14 0.48 6.02 0.08 2.04 10.85 8.94 9.24
Lifetime Conservative 2025 TR 08-20-14 0.62 6.33 0.11 2.37 12.07 10.37 10.17
Lifetime Conservative 2030 TR 08-20-14 0.81 6.59 0.12 2.80 13.51 12.13 11.21
Lifetime Conservative 2035 TR 08-20-14 1.02 6.74 0.13 3.24 14.95 13.88 12.17
Lifetime Conservative 2040 TR 08-20-14 1.19 6.79 0.13 3.57 16.02 15.13 12.83
Lifetime Conservative 2045 TR 08-20-14 1.28 6.79 0.13 3.71 16.51 15.63 13.07
Lifetime Conservative 2050 TR 08-20-14 1.31 6.78 0.13 3.75 16.69 15.74 13.13
Lifetime Conservative 2055 TR 08-20-14 1.32 6.77 0.12 3.74 16.69 15.65 13.06
Lifetime Conservative Income TR 08-20-14 0.11 4.32 -0.04 1.18 6.92 5.09 6.36
Lifetime Moderate 2000 TR 08-20-14 0.40 4.95 0.01 1.86 9.27 7.88 8.26
Lifetime Moderate 2005 TR 08-20-14 0.47 5.31 0.04 2.02 10.06 8.63 8.82
Lifetime Moderate 2010 TR 08-20-14 0.57 5.67 0.06 2.24 11.00 9.59 9.50
Lifetime Moderate 2015 TR 08-20-14 0.69 6.00 0.09 2.51 12.06 10.75 10.28
Lifetime Moderate 2020 TR 08-20-14 0.83 6.31 0.11 2.85 13.32 12.24 11.22
Lifetime Moderate 2025 TR 08-20-14 1.02 6.56 0.12 3.28 14.78 14.02 12.25
Lifetime Moderate 2030 TR 08-20-14 1.22 6.71 0.13 3.70 16.16 15.68 13.13
Lifetime Moderate 2035 TR 08-20-14 1.38 6.75 0.13 3.98 17.10 16.76 13.67
Lifetime Moderate 2040 TR 08-20-14 1.46 6.73 0.13 4.09 17.50 17.16 13.85
Lifetime Moderate 2045 TR 08-20-14 1.47 6.70 0.12 4.09 17.55 17.13 13.82
Lifetime Moderate 2050 TR 08-20-14 1.47 6.68 0.12 4.06 17.51 17.00 13.74
Lifetime Moderate 2055 TR 08-20-14 1.45 6.65 0.12 4.02 17.42 16.81 13.62
Lifetime Moderate Income TR 08-20-14 0.39 4.82 0.01 1.82 9.02 7.59 7.98
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 08-20-14 -1.09 -5.17 -2.78 -6.31 -6.68 -6.00 1.59
Long/Short Commodity TR 08-20-14 -0.97 -6.05 -1.90 -4.22 -4.45 -5.37 -0.12
Long-Only Commodity TR 08-20-14 -1.59 -2.05 -4.03 -8.87 -4.21 -3.78 4.68
Short/Flat Commodity TR 08-20-14 0.10 -0.86 0.94 2.34 2.52 0.64 -1.52
Short-Only Commodity TR 08-20-14 1.48 -0.16 3.93 8.67 2.98 0.51 -7.53
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