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 10-23-14 4.68 6.48 -1.38 -1.56 12.87 18.96 15.23
Style
Large Cap TR 10-23-14 4.74 7.27 -1.52 -1.37 13.94 18.73 14.62
Large Core TR 10-23-14 4.57 8.50 -0.57 0.36 14.24 20.93 15.78
Large Growth TR 10-23-14 5.87 9.21 -0.53 -0.04 16.62 19.46 15.71
Large Value TR 10-23-14 3.73 4.09 -3.51 -4.44 10.93 16.01 12.43
Mid Cap TR 10-23-14 4.82 5.85 -1.23 -1.85 11.65 19.81 16.97
Mid Core TR 10-23-14 5.13 8.26 -1.03 -1.57 14.32 20.69 18.05
Mid Growth TR 10-23-14 4.94 4.05 -0.70 -0.67 9.70 16.72 16.16
Mid Value TR 10-23-14 4.38 5.49 -1.98 -3.34 11.18 22.13 16.67
Small Cap TR 10-23-14 3.66 0.03 -0.21 -2.78 5.23 18.71 16.04
Small Core TR 10-23-14 3.68 1.51 -0.70 -2.98 7.15 18.75 15.27
Small Growth TR 10-23-14 3.72 -3.81 0.06 -2.07 0.27 17.33 16.20
Small Value TR 10-23-14 3.56 2.32 -0.01 -3.27 8.33 20.01 16.61
US Core TR 10-23-14 4.62 7.94 -0.67 -0.26 13.74 20.71 16.26
US Growth TR 10-23-14 5.55 7.30 -0.53 -0.29 14.08 18.76 15.90
US Value TR 10-23-14 3.84 4.25 -2.98 -4.15 10.78 17.52 13.58
Sector
Cyclical TR 10-23-14 4.14 1.56 -2.73 -2.43 7.71 20.16 13.74
— Basic Materials TR 10-23-14 4.30 3.03 -5.70 -5.33 8.06 13.20 10.49
— Consumer Cyclical TR 10-23-14 4.68 -1.53 -1.81 -2.04 5.72 20.72 20.14
— Financial Services TR 10-23-14 3.85 0.24 -4.28 -2.45 8.01 22.81 10.47
— Real Estate TR 10-23-14 3.43 19.00 4.06 -0.74 12.61 14.93 16.66
Defensive TR 10-23-14 5.09 12.17 -0.71 1.62 16.45 20.68 16.36
— Consumer Defensive TR 10-23-14 3.31 7.44 -0.24 1.56 11.00 16.22 15.04
— Healthcare TR 10-23-14 6.74 14.55 -1.84 1.46 20.90 27.16 20.00
— Utilities TR 10-23-14 3.48 16.38 2.76 2.45 15.10 12.39 13.01
Sensitive TR 10-23-14 4.87 3.69 -4.69 -6.07 11.21 15.99 13.71
— Communication Services TR 10-23-14 3.43 2.16 -4.36 -4.66 7.67 19.66 18.33
— Energy TR 10-23-14 4.62 -0.74 -7.85 -13.58 3.37 10.27 10.70
— Industrials TR 10-23-14 5.48 0.76 -2.08 -3.59 9.50 19.80 16.46
— Technology TR 10-23-14 4.95 8.59 -4.89 -3.84 17.82 16.19 13.90
Moat
Morningstar Wide Moat Focus TR 10-23-14 2.56 6.85 -2.26 -1.07 11.54 21.68 16.46
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 10-23-14 3.50 2.48 -2.10 -1.83 10.73 15.08 13.74
NASDAQ Composite PR PR 10-23-14 5.58 6.61 -1.24 -0.47 13.97 19.07 15.63
NYSE Composite PR --- 10-23-14 3.91 1.14 -2.74 -4.58 5.29 12.28 8.28
Russell 2000 TR TR 10-23-14 2.83 -3.07 -0.08 -3.28 1.82 17.78 14.72
S&P 500 TR TR 10-23-14 4.74 7.27 -1.48 -1.32 14.03 18.90 14.96
S&P MidCap 400 TR 10-23-14 4.68 3.37 -1.04 -2.55 8.00 18.55 16.05
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 10-23-14 -0.33 5.37 1.23 1.29 4.17 3.14 4.41
Intermediate Core Bond TR 10-23-14 -0.23 5.06 1.21 1.36 3.73 3.19 4.32
Long-Term Core Bond TR 10-23-14 -0.87 12.53 2.35 2.21 9.58 5.64 7.93
Short-Term Core Bond TR 10-23-14 -0.12 1.30 0.49 0.54 1.27 1.30 1.94
Corporate
Corp Bond TR 10-23-14 -0.33 7.01 1.12 0.90 6.48 5.73 6.50
Intermediate Corp Bond TR 10-23-14 -0.34 4.94 0.92 0.77 4.73 5.82 6.36
Long-Term Corp Bond TR 10-23-14 -0.46 11.77 1.71 1.32 10.46 7.47 8.74
Short-Term Corp Bond TR 10-23-14 -0.14 1.96 0.42 0.43 2.17 3.23 3.48
Government
Intermediate US Govt Bond TR 10-23-14 -0.56 3.87 1.54 1.38 2.13 1.73 3.90
Long-Term US Govt Bond TR 10-23-14 -1.37 14.09 3.14 3.32 9.16 3.93 7.02
Short-Term US Govt Bond TR 10-23-14 -0.11 1.10 0.52 0.58 0.99 0.73 1.45
US Govt Bond TR 10-23-14 -0.50 4.37 1.36 1.39 2.95 1.82 3.55
Other
Mortgage Bond TR 10-23-14 -0.09 5.50 1.15 1.47 4.08 3.13 4.09
TIPS TR 10-23-14 -0.72 4.96 0.88 -1.17 1.99 1.66 4.74
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 10-23-14 -0.36 5.34 1.19 1.23 4.22 3.01 4.37
Barclays US Government TR TR 10-23-14 -0.50 4.25 1.32 1.36 2.93 1.82 3.47
Barclays US MBS TR TR 10-23-14 -0.09 5.30 1.15 1.42 3.98 2.53 3.63
BofAML US HY Master II TR TR 10-23-14 2.01 4.70 0.14 -0.44 6.17 10.02 10.21
USTREAS T-Bill Auction Ave 3 --- 09-30-14 --- 0.03 0.00 0.01 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 09-30-14 --- 6.59 -1.29 0.70 3.67 0.32 3.87
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 10-23-14 -0.74 8.34 0.93 1.92 8.50 5.00 5.20
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 10-23-14 3.71 -1.66 -3.13 -6.74 -3.00 6.97 8.60
Euronext BEL 20 PR EUR PR 10-24-14 3.01 5.27 -4.05 -3.68 5.92 12.50 3.86
Euronext Paris CAC 40 NR EUR TR 10-24-14 2.37 -1.92 -6.40 -6.23 -1.12 11.58 4.58
Euronext Paris CAC 40 PR EUR PR 10-24-14 2.37 -3.89 -6.45 -6.39 -3.43 8.64 1.63
FSE DAX PR EUR PR 10-24-14 1.55 -8.47 -6.98 -8.23 -2.65 10.41 5.89
FSE DAX TR EUR TR 10-24-14 1.55 -5.91 -6.98 -8.23 0.08 14.07 9.38
FTSE 100 PR GBP PR 10-24-14 1.24 -5.34 -4.73 -6.34 -4.83 4.82 4.03
FTSE 100 TR GBP TR 10-24-14 1.35 -2.43 -4.59 -5.42 -1.45 8.76 7.82
FTSE 250 PR GBP PR 10-24-14 2.25 -5.31 -2.88 -4.19 -2.82 12.96 10.11
Hang Seng Hong Kong Composite PR HKD TR 10-24-14 1.00 -2.11 -2.74 -3.90 0.44 7.34 0.56
Hang Seng HSI PR HKD PR 10-24-14 1.04 -0.18 -2.75 -3.64 1.87 7.46 0.59
MSCI AC Far East Ex Japan PR USD PR 10-24-14 1.72 -0.37 -3.77 -6.70 -1.07 5.53 3.64
MSCI ACWI PR USD PR 10-23-14 3.89 -0.29 -3.46 -5.76 2.67 10.46 6.65
MSCI EAFE NR USD TR 10-24-14 2.39 -4.94 -5.08 -9.18 -3.70 9.21 5.22
MSCI EAFE PR LCL PR 10-24-14 3.01 -2.25 -4.49 -4.37 0.47 10.43 3.95
MSCI EASEA PR LCL PR 10-24-14 2.36 -1.38 -4.02 -4.97 -0.15 8.65 3.56
MSCI EM Latin America PR USD PR 10-23-14 -3.72 -7.12 -9.92 -15.99 -13.90 -6.17 -5.79
MSCI EM PR LCL PR 10-23-14 1.04 0.59 -3.86 -5.13 0.06 5.47 2.43
MSCI EM PR USD PR 10-23-14 1.14 -2.09 -4.94 -8.90 -5.00 2.19 0.28
MSCI Europe NR USD TR 10-24-14 1.85 -6.20 -6.01 -10.35 -3.86 9.97 5.14
MSCI Europe PR LCL PR 10-24-14 2.37 -2.15 -4.89 -5.41 -0.64 8.71 3.81
MSCI Hong Kong PR USD PR 10-24-14 1.34 3.64 0.17 -2.38 4.74 11.03 5.91
MSCI Japan NR USD TR 10-24-14 4.07 -6.48 -5.11 -7.11 -5.72 7.05 5.02
MSCI Japan PR LCL PR 10-24-14 5.53 -5.30 -6.24 -1.93 2.91 18.04 6.40
MSCI North America NR USD TR 10-23-14 4.64 6.31 -1.84 -2.14 12.34 17.09 13.53
MSCI Pacific Ex Japan NR USD TR 10-24-14 2.48 3.85 -0.27 -6.49 -0.48 9.12 6.60
MSCI Pacific Ex Japan PR LCL PR 10-24-14 2.18 1.73 0.37 -3.06 1.43 8.61 2.76
MSCI Pacific NR USD TR 10-24-14 3.45 -2.74 -3.31 -6.86 -3.76 7.85 5.61
MSCI Pacific PR LCL PR 10-24-14 4.23 -2.86 -3.83 -2.40 2.26 14.03 4.70
MSCI World ex USA NR USD TR 10-23-14 3.63 -4.35 -5.23 -9.10 -2.69 9.27 5.18
MSCI World Ex USA PR LCL PR 10-23-14 4.37 -1.42 -4.24 -4.13 1.78 10.52 3.98
Nikkei 225 Average PR JPY PR 10-24-14 5.22 -6.14 -5.42 0.05 5.56 20.02 8.26
S&P BSE SENSEX India INR PR 10-23-14 3.28 26.83 0.28 2.69 29.29 16.95 9.82
S&P/ASX All Ordinaries PR PR 10-24-14 2.65 0.86 0.44 -3.18 0.48 7.77 2.13
S&P/TSX Composite PR PR 10-23-14 3.09 6.35 -4.22 -5.90 9.39 6.63 4.94
Shanghai SE Composite PR CNY PR 10-24-14 -1.66 8.80 -1.76 9.37 6.37 -0.97 -5.82
SIX SMI CHF PR 10-24-14 3.42 4.01 -3.01 -1.21 3.63 13.80 5.99
SIX SMI TR CHF PR 10-24-14 3.42 7.24 -3.01 -1.13 6.87 17.52 9.40
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 10-23-14 3.56 2.34 -2.48 -4.44 5.99 14.22 11.31
Conservative Target Risk TR 10-23-14 0.34 3.19 0.03 -0.96 3.20 4.79 5.10
Moderate Target Risk TR 10-23-14 2.01 3.12 -1.23 -2.70 5.17 10.06 8.70
Moderately Aggr Target Risk TR 10-23-14 2.89 2.61 -1.96 -3.71 5.58 12.41 10.19
Moderately Cons Target Risk TR 10-23-14 1.19 3.20 -0.58 -1.78 4.28 7.53 6.98
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 10-23-14 1.59 3.61 -0.64 -1.88 5.09 8.67 8.25
Lifetime Aggressive 2005 TR 10-23-14 1.73 3.79 -0.73 -2.02 5.47 9.41 8.76
Lifetime Aggressive 2010 TR 10-23-14 1.94 3.89 -0.89 -2.23 5.86 10.30 9.35
Lifetime Aggressive 2015 TR 10-23-14 2.24 3.88 -1.12 -2.54 6.24 11.35 10.00
Lifetime Aggressive 2020 TR 10-23-14 2.64 3.70 -1.43 -2.96 6.57 12.53 10.67
Lifetime Aggressive 2025 TR 10-23-14 3.09 3.35 -1.81 -3.46 6.75 13.61 11.22
Lifetime Aggressive 2030 TR 10-23-14 3.45 2.95 -2.14 -3.92 6.69 14.27 11.51
Lifetime Aggressive 2035 TR 10-23-14 3.63 2.62 -2.35 -4.23 6.47 14.46 11.54
Lifetime Aggressive 2040 TR 10-23-14 3.65 2.41 -2.45 -4.41 6.20 14.36 11.42
Lifetime Aggressive 2045 TR 10-23-14 3.62 2.25 -2.50 -4.53 5.94 14.21 11.26
Lifetime Aggressive 2050 TR 10-23-14 3.57 2.11 -2.55 -4.65 5.68 14.04 11.10
Lifetime Aggressive 2055 TR 10-23-14 3.53 1.97 -2.60 -4.76 5.43 13.86 10.93
Lifetime Aggressive Income TR 10-23-14 1.57 3.51 -0.63 -1.86 4.94 8.39 8.01
Lifetime Conservative 2000 TR 10-23-14 0.42 3.50 0.11 -1.06 3.26 4.85 5.73
Lifetime Conservative 2005 TR 10-23-14 0.45 3.90 0.12 -1.06 3.71 5.40 6.17
Lifetime Conservative 2010 TR 10-23-14 0.55 4.24 0.08 -1.12 4.21 6.12 6.70
Lifetime Conservative 2015 TR 10-23-14 0.71 4.49 -0.02 -1.25 4.69 6.94 7.27
Lifetime Conservative 2020 TR 10-23-14 0.91 4.65 -0.16 -1.45 5.13 7.84 7.87
Lifetime Conservative 2025 TR 10-23-14 1.19 4.67 -0.37 -1.74 5.56 8.93 8.56
Lifetime Conservative 2030 TR 10-23-14 1.61 4.48 -0.72 -2.19 5.94 10.25 9.32
Lifetime Conservative 2035 TR 10-23-14 2.11 4.06 -1.15 -2.77 6.16 11.53 10.01
Lifetime Conservative 2040 TR 10-23-14 2.56 3.56 -1.57 -3.33 6.15 12.43 10.45
Lifetime Conservative 2045 TR 10-23-14 2.82 3.18 -1.84 -3.71 5.96 12.75 10.56
Lifetime Conservative 2050 TR 10-23-14 2.90 2.95 -1.98 -3.95 5.76 12.81 10.54
Lifetime Conservative 2055 TR 10-23-14 2.90 2.79 -2.06 -4.10 5.53 12.73 10.42
Lifetime Conservative Income TR 10-23-14 0.42 3.36 0.10 -1.07 3.13 4.64 5.52
Lifetime Moderate 2000 TR 10-23-14 1.02 3.56 -0.28 -1.49 4.22 6.84 7.05
Lifetime Moderate 2005 TR 10-23-14 1.10 3.84 -0.32 -1.55 4.62 7.46 7.51
Lifetime Moderate 2010 TR 10-23-14 1.25 4.06 -0.41 -1.69 5.05 8.23 8.05
Lifetime Moderate 2015 TR 10-23-14 1.46 4.19 -0.56 -1.89 5.47 9.14 8.65
Lifetime Moderate 2020 TR 10-23-14 1.77 4.18 -0.80 -2.21 5.89 10.27 9.35
Lifetime Moderate 2025 TR 10-23-14 2.21 3.96 -1.15 -2.68 6.26 11.59 10.10
Lifetime Moderate 2030 TR 10-23-14 2.71 3.56 -1.58 -3.24 6.45 12.79 10.72
Lifetime Moderate 2035 TR 10-23-14 3.12 3.10 -1.96 -3.75 6.40 13.55 11.07
Lifetime Moderate 2040 TR 10-23-14 3.33 2.74 -2.19 -4.10 6.20 13.81 11.14
Lifetime Moderate 2045 TR 10-23-14 3.38 2.53 -2.31 -4.29 5.95 13.76 11.05
Lifetime Moderate 2050 TR 10-23-14 3.36 2.38 -2.37 -4.42 5.71 13.65 10.92
Lifetime Moderate 2055 TR 10-23-14 3.32 2.24 -2.42 -4.55 5.46 13.49 10.76
Lifetime Moderate Income TR 10-23-14 1.02 3.44 -0.28 -1.48 4.08 6.61 6.83
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 10-23-14 -0.08 -5.40 0.28 -2.85 -5.45 -4.56 0.64
Long/Short Commodity TR 10-23-14 -0.31 -5.36 -1.61 -1.20 -2.49 -4.22 -0.01
Long-Only Commodity TR 10-23-14 0.02 -9.67 -3.08 -11.20 -9.72 -4.23 1.27
Short/Flat Commodity TR 10-23-14 -0.31 0.04 -1.85 1.64 3.21 0.23 -0.60
Short-Only Commodity TR 10-23-14 -0.33 7.87 2.59 11.87 9.28 1.10 -4.02
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