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 04-18-19 0.43 16.96 2.50 9.23 8.84 13.81 11.20
Style
US Core TR 04-18-19 1.34 17.93 3.43 11.03 8.22 12.84 10.66
US Growth TR 04-18-19 -0.43 19.66 2.44 10.25 12.01 17.12 14.04
US Large Cap TR 04-18-19 0.71 16.11 2.64 9.21 9.84 14.21 11.78
US Large Core TR 04-18-19 1.73 17.04 3.52 11.25 8.49 13.26 11.13
US Large Growth TR 04-18-19 -0.34 17.70 2.71 9.49 11.64 17.29 14.91
US Large Val TR 04-18-19 0.46 12.50 1.07 6.23 6.94 11.28 8.79
US Mid Cap TR 04-18-19 -0.25 19.65 2.50 10.13 7.44 13.13 10.18
US Mid Core TR 04-18-19 0.45 20.91 3.66 11.60 7.97 11.85 9.91
US Mid Growth TR 04-18-19 -1.06 22.47 1.97 12.02 11.93 16.21 11.55
US Mid Val TR 04-18-19 -0.11 15.22 1.77 6.44 2.12 11.13 8.90
US Small Cap TR 04-18-19 -0.56 18.10 1.05 6.77 2.27 11.53 7.96
US Small Core TR 04-18-19 0.11 18.07 1.87 7.22 1.66 10.60 7.62
US Small Growth TR 04-18-19 -1.70 19.79 -0.46 8.22 5.78 15.80 10.34
US Small Val TR 04-18-19 -0.11 16.43 1.69 4.74 -0.44 8.17 5.88
US Value TR 04-18-19 0.30 13.29 1.25 6.22 5.54 11.10 8.66
Sector
US Cyclcl Sup Sec TR 04-18-19 1.48 17.98 3.62 8.81 8.02 14.73 11.60
US Basic Materials TR 04-18-19 0.94 16.43 4.28 9.23 -4.89 9.17 5.55
US Consumr Cyclcl TR 04-18-19 1.81 20.72 6.54 11.00 13.27 15.84 13.78
US Financial Services TR 04-18-19 2.25 16.88 1.93 7.27 4.87 17.17 12.04
US Real Estate TR 04-18-19 -2.33 14.68 0.63 7.81 17.30 6.39 8.30
US Dfnsve Sup Sec TR 04-18-19 -2.85 5.41 -3.08 1.28 7.97 7.95 10.00
US Consumr Dfnsve TR 04-18-19 1.28 12.98 3.23 9.01 9.60 5.72 8.76
US Healthcare TR 04-18-19 -5.44 0.82 -6.73 -4.04 4.89 8.86 10.73
US Utilities TR 04-18-19 -1.04 9.01 -1.13 8.30 17.21 9.51 10.28
US Snstve Sup Sec TR 04-18-19 1.41 23.34 4.82 14.43 9.95 16.75 11.58
US Commun Svc Capped TR 04-18-19 -0.32 20.12 2.77 11.66 17.60 9.13 9.61
US Energy Capped TR 04-18-19 -0.25 18.37 1.18 5.46 -7.38 3.46 -4.40
US Industrials TR 04-18-19 2.22 22.52 4.68 12.47 6.78 13.97 10.60
US Technology TR 04-18-19 1.60 25.94 5.92 18.20 15.30 24.04 18.84
Moat
Morningstar Wide Moat Focus TR 04-18-19 0.63 16.71 1.98 8.38 15.95 16.82 12.20
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 04-18-19 1.63 14.64 2.59 8.13 9.87 16.62 12.82
NASDAQ Composite PR PR 04-18-19 0.64 20.54 3.68 11.75 9.63 17.26 14.32
NYSE Composite PR --- 04-18-19 0.28 13.61 1.11 6.34 1.49 7.42 4.17
Russell 2000 TR TR 04-18-19 -0.83 16.57 0.24 5.99 0.23 12.71 8.07
S&P 500 TR TR 04-18-19 0.60 16.59 2.69 9.34 9.43 13.81 11.55
S&P MidCap 400 TR 04-18-19 0.16 18.00 2.45 7.94 3.28 11.69 9.37
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 04-18-19 -0.15 2.57 0.82 2.58 4.59 1.79 2.72
US Inter Core Bd TR Bond TR 04-18-19 -0.21 2.07 0.50 2.12 4.74 1.68 2.70
US Lng Core Bd TR Bond TR 04-18-19 -0.21 4.89 1.88 4.85 5.64 2.54 4.39
US Shrt Core Bd TR Bond TR 04-18-19 -0.01 1.39 0.42 1.40 3.47 1.35 1.37
Corporate
US Corp Bd TR Bond TR 04-18-19 -0.02 5.19 1.64 4.46 5.45 3.37 3.58
US Inter Corp Bd TR Bond TR 04-18-19 -0.09 4.58 1.05 3.92 6.29 3.09 3.33
US Lng Corp Bd TR Bond TR 04-18-19 -0.01 7.57 2.69 6.45 5.89 4.31 4.74
US Shrt Corp Bd TR Bond TR 04-18-19 0.00 2.29 0.54 2.02 4.28 2.23 2.05
Government
US Gov Bd TR Bond TR 04-18-19 -0.18 1.41 0.58 1.87 4.17 0.78 2.00
US Inter Gov Bd TR Bond TR 04-18-19 -0.21 1.43 0.48 1.86 4.70 0.80 2.01
US Lng Gov Bd TR Bond TR 04-18-19 -0.42 2.11 1.03 3.16 5.43 0.54 4.09
US Shrt Gov Bd TR Bond TR 04-18-19 -0.01 0.98 0.37 1.12 3.09 0.93 1.05
Other
Mortgage TR Bond TR 04-18-19 -0.23 1.79 0.39 1.83 4.42 1.70 2.80
US TIPS TR TR 04-18-19 -0.06 2.98 0.63 2.80 2.39 1.76 1.72
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Bond Indexes
BBgBarc US Agg Bond TR TR 04-18-19 -0.13 2.58 0.81 2.59 4.51 1.79 2.59
BBgBarc US Government TR TR 04-18-19 -0.17 1.42 0.54 1.85 4.09 0.79 1.97
BBgBarc US MBS TR TR 04-18-19 -0.21 1.86 0.45 1.90 4.39 1.61 2.51
ICE BofAML US High Yield TR TR 04-18-19 0.18 8.55 1.70 4.46 5.48 8.34 4.85
USTREAS T-Bill Auction Ave 3 --- 03-31-19 --- 0.62 0.21 0.62 2.24 1.29 0.80
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-19 --- 3.12 3.04 3.12 5.82 0.45 2.84
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Municipal Indexes
BBgBarc Municipal TR USD TR 04-18-19 -0.04 2.70 0.85 2.31 5.04 2.40 3.47
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 04-19-19 -1.14 -0.21 -3.61 -2.09 -18.06 -3.46 -7.01
Euronext BEL 20 PR EUR PR 04-18-19 1.17 18.77 5.23 10.59 -1.49 3.58 4.36
Euronext Paris CAC 40 NR EUR TR 04-18-19 1.82 18.28 3.33 14.74 6.13 9.98 7.19
Euronext Paris CAC 40 PR EUR PR 04-18-19 1.73 17.96 3.10 14.45 3.72 7.38 4.72
FSE DAX PR EUR PR 04-18-19 2.36 14.93 4.53 8.30 -5.69 3.54 2.49
FSE DAX TR EUR TR 04-18-19 2.41 15.75 4.85 9.07 -2.93 6.49 5.37
FTSE 100 PR GBP PR 04-18-19 0.57 10.88 2.20 7.05 1.95 5.50 2.40
FTSE 100 TR GBP TR 04-18-19 0.62 12.55 2.67 8.62 6.59 9.90 6.52
FTSE 250 PR GBP PR 04-18-19 1.09 13.33 1.79 5.71 -0.88 5.51 4.51
Hang Seng Hong Kong Composite PR HKD TR 04-18-19 0.55 16.86 2.43 12.01 -3.14 11.62 5.05
Hang Seng HSI PR HKD PR 04-18-19 0.41 15.93 1.88 10.60 -1.06 12.29 5.65
MSCI AC Far East Ex Japan PR USD PR 04-19-19 0.19 15.29 2.76 9.83 -6.99 9.89 3.83
MSCI ACWI PR USD PR 04-19-19 0.08 14.49 1.90 7.90 0.90 8.47 4.88
MSCI EAFE NR USD TR 04-19-19 0.33 12.86 1.23 7.47 -4.19 6.85 2.81
MSCI EAFE PR LCL PR 04-19-19 0.74 12.69 1.55 7.46 -0.07 5.50 3.79
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 04-19-19 0.71 14.03 1.85 8.58 2.01 5.43 3.25
MSCI EM Latin America PR USD PR 04-19-19 -0.17 7.40 -4.80 -3.94 -10.21 7.00 -3.37
MSCI EM PR LCL PR 04-19-19 0.52 12.75 2.31 7.68 -2.93 9.20 4.95
MSCI EM PR USD PR 04-19-19 0.32 13.12 2.01 7.32 -7.74 8.61 1.55
MSCI Europe NR USD TR 04-19-19 0.24 14.67 1.11 9.18 -4.15 6.42 1.67
MSCI Europe PR LCL PR 04-19-19 0.86 14.48 1.88 8.91 1.53 5.20 3.31
MSCI Hong Kong PR USD PR 04-19-19 -0.43 16.45 2.02 10.83 4.20 10.50 5.79
MSCI Japan NR USD TR 04-19-19 0.93 7.55 1.07 2.91 -8.03 6.93 6.15
MSCI Japan PR LCL PR 04-19-19 0.85 8.64 0.61 4.00 -6.10 5.73 6.11
MSCI North America NR USD TR 04-19-19 -0.06 16.79 2.62 9.21 9.05 12.76 10.19
MSCI Pacific Ex Japan NR USD TR 04-19-19 -0.21 14.44 2.27 8.13 3.21 9.75 3.66
MSCI Pacific Ex Japan PR LCL PR 04-19-19 0.05 12.06 1.87 7.31 4.23 7.44 3.12
MSCI Pacific NR USD TR 04-19-19 0.53 9.85 1.49 4.67 -4.38 7.88 5.20
MSCI Pacific PR LCL PR 04-19-19 0.57 9.77 1.04 5.11 -2.77 6.32 4.89
MSCI World ex USA NR USD TR 04-19-19 0.37 13.46 1.35 7.54 -3.49 6.87 2.69
MSCI World Ex USA PR LCL PR 04-19-19 0.77 13.03 1.67 7.56 0.60 5.60 3.71
Nikkei 225 Average PR JPY PR 04-19-19 1.51 10.92 2.94 7.43 0.04 9.58 8.87
S&P BSE SENSEX India INR PR 04-18-19 1.38 8.52 2.74 7.57 14.01 14.88 11.58
S&P/ASX All Ordinaries PR PR 04-18-19 0.89 11.22 1.05 6.88 6.61 6.85 3.12
S&P/TSX Composite PR PR 04-18-19 1.30 15.99 2.22 8.55 6.97 6.59 2.76
SIX SMI PR CHF PR 04-18-19 0.23 13.55 0.78 6.06 8.37 5.96 2.71
SIX SMI TR CHF PR 04-18-19 0.70 16.04 1.83 8.39 11.72 9.50 6.06
SSE Composite PR CNY PR 04-19-19 2.58 31.15 5.82 25.99 4.92 2.44 9.29
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
Agg Tgt Risk TR USD TR 04-18-19 0.29 14.83 1.98 8.02 3.78 11.62 7.56
Con Tgt Risk TR USD TR 04-18-19 -0.06 4.92 0.90 3.48 4.28 3.93 3.10
Mod Agg Tgt Risk TR USD TR 04-18-19 0.21 12.79 1.78 7.16 4.10 10.18 6.74
Mod Con Tgt Risk TR USD TR 04-18-19 0.05 7.59 1.23 4.78 4.65 6.14 4.57
Mod Tgt Risk TR USD TR 04-18-19 0.14 10.15 1.51 5.98 4.47 8.12 5.67
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 04-18-19 0.08 8.37 1.23 4.94 4.25 6.47 4.73
Lifetime Agg 2005 TR USD TR 04-18-19 0.08 8.66 1.28 5.12 4.28 6.79 4.98
Lifetime Agg 2010 TR USD TR 04-18-19 0.08 9.36 1.39 5.51 4.34 7.29 5.32
Lifetime Agg 2015 TR USD TR 04-18-19 0.09 10.20 1.50 5.95 4.37 7.93 5.73
Lifetime Agg 2020 TR USD TR 04-18-19 0.12 11.21 1.62 6.42 4.35 8.74 6.20
Lifetime Agg 2025 TR USD TR 04-18-19 0.16 12.42 1.74 6.95 4.24 9.68 6.70
Lifetime Agg 2030 TR USD TR 04-18-19 0.20 13.62 1.85 7.44 4.02 10.54 7.10
Lifetime Agg 2035 TR USD TR 04-18-19 0.24 14.49 1.92 7.78 3.74 11.08 7.29
Lifetime Agg 2040 TR USD TR 04-18-19 0.25 14.89 1.95 7.92 3.49 11.27 7.30
Lifetime Agg 2045 TR USD TR 04-18-19 0.25 14.96 1.94 7.93 3.30 11.26 7.21
Lifetime Agg 2050 TR USD TR 04-18-19 0.24 14.94 1.94 7.91 3.14 11.22 7.11
Lifetime Agg 2055 TR USD TR 04-18-19 0.24 14.90 1.93 7.88 2.98 11.17 7.00
Lifetime Agg Incm TR USD TR 04-18-19 0.08 8.37 1.23 4.94 4.25 6.47 4.72
Lifetime Con 2000 TR USD TR 04-18-19 -0.02 5.06 0.82 3.32 3.62 3.99 3.02
Lifetime Con 2005 TR USD TR 04-18-19 -0.03 5.22 0.87 3.46 3.67 4.12 3.20
Lifetime Con 2010 TR USD TR 04-18-19 -0.05 5.72 0.97 3.81 3.84 4.44 3.48
Lifetime Con 2015 TR USD TR 04-18-19 -0.05 6.36 1.09 4.22 4.02 4.90 3.84
Lifetime Con 2020 TR USD TR 04-18-19 -0.05 7.10 1.21 4.63 4.16 5.44 4.22
Lifetime Con 2025 TR USD TR 04-18-19 -0.03 7.90 1.32 5.05 4.27 6.08 4.65
Lifetime Con 2030 TR USD TR 04-18-19 0.00 8.88 1.44 5.51 4.33 6.93 5.16
Lifetime Con 2035 TR USD TR 04-18-19 0.05 10.15 1.57 6.05 4.30 8.01 5.74
Lifetime Con 2040 TR USD TR 04-18-19 0.10 11.53 1.69 6.61 4.14 9.09 6.26
Lifetime Con 2045 TR USD TR 04-18-19 0.15 12.66 1.79 7.06 3.90 9.83 6.57
Lifetime Con 2050 TR USD TR 04-18-19 0.17 13.24 1.83 7.28 3.67 10.17 6.66
Lifetime Con 2055 TR USD TR 04-18-19 0.18 13.49 1.85 7.38 3.49 10.28 6.64
Lifetime Con Incm TR USD TR 04-18-19 -0.02 5.06 0.82 3.32 3.62 3.99 3.02
Lifetime Mod 2000 TR USD TR 04-18-19 0.03 6.78 1.04 4.18 4.01 5.21 3.87
Lifetime Mod 2005 TR USD TR 04-18-19 0.02 7.01 1.08 4.33 4.05 5.43 4.08
Lifetime Mod 2010 TR USD TR 04-18-19 0.01 7.58 1.19 4.69 4.16 5.82 4.38
Lifetime Mod 2015 TR USD TR 04-18-19 0.02 8.29 1.30 5.09 4.26 6.34 4.74
Lifetime Mod 2020 TR USD TR 04-18-19 0.03 9.13 1.41 5.52 4.33 7.00 5.17
Lifetime Mod 2025 TR USD TR 04-18-19 0.06 10.18 1.54 6.02 4.34 7.88 5.69
Lifetime Mod 2030 TR USD TR 04-18-19 0.11 11.49 1.67 6.58 4.26 8.95 6.26
Lifetime Mod 2035 TR USD TR 04-18-19 0.16 12.82 1.79 7.12 4.05 9.93 6.72
Lifetime Mod 2040 TR USD TR 04-18-19 0.20 13.81 1.87 7.50 3.78 10.57 6.97
Lifetime Mod 2045 TR USD TR 04-18-19 0.22 14.31 1.90 7.68 3.54 10.81 7.01
Lifetime Mod 2050 TR USD TR 04-18-19 0.22 14.43 1.90 7.72 3.36 10.84 6.94
Lifetime Mod 2055 TR USD TR 04-18-19 0.21 14.45 1.90 7.72 3.20 10.83 6.85
Lifetime Mod Incm TR USD TR 04-18-19 0.03 6.78 1.04 4.18 4.01 5.21 3.87
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 04-18-19 -0.46 0.65 -0.99 -0.44 -7.33 -2.24 -3.55
Lng/Shrt Cmdty TR TR 04-18-19 -0.20 1.69 -0.07 1.60 -3.96 -1.82 -2.46
Lng-Only Cmdty TR TR 04-18-19 -0.15 13.16 1.55 4.28 -3.09 4.52 -9.86
Shrt/Flt Cmdty TR TR 04-18-19 -0.01 -9.47 -1.32 -2.43 -1.95 -1.61 -0.15
Shrt-Only Cmdty TR TR 04-18-19 0.67 -9.05 0.22 -1.13 5.13 -4.70 8.37
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