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 08-29-14 0.85 9.53 4.19 4.76 24.91 20.62 17.30
Style
Large Cap TR 08-29-14 0.77 9.79 3.92 4.64 25.08 20.48 16.49
Large Core TR 08-29-14 0.61 8.95 3.97 3.31 22.28 21.94 17.13
Large Growth TR 08-29-14 0.51 11.46 4.78 6.45 30.68 21.17 18.13
Large Value TR 08-29-14 1.21 8.97 3.00 4.15 22.25 18.50 14.34
Mid Cap TR 08-29-14 1.01 10.22 4.91 5.34 25.74 21.27 19.61
Mid Core TR 08-29-14 0.85 11.98 4.59 5.27 28.31 22.32 20.57
Mid Growth TR 08-29-14 1.01 8.17 5.76 6.43 22.04 17.76 19.14
Mid Value TR 08-29-14 1.19 10.79 4.38 4.28 27.31 23.88 19.13
Small Cap TR 08-29-14 1.26 4.74 5.01 4.34 20.64 20.03 18.54
Small Core TR 08-29-14 0.92 6.41 4.96 4.23 22.81 19.37 18.16
Small Growth TR 08-29-14 1.94 0.58 5.38 4.97 15.34 18.76 18.36
Small Value TR 08-29-14 0.95 7.17 4.68 3.89 23.83 22.00 19.02
US Core TR 08-29-14 0.68 9.37 4.17 3.77 23.51 21.85 17.95
US Growth TR 08-29-14 0.69 10.07 5.00 6.34 27.83 20.31 18.41
US Value TR 08-29-14 1.19 9.21 3.38 4.16 23.40 19.83 15.64
Sector
Cyclical TR 08-29-14 0.66 5.79 4.23 4.59 21.42 21.57 15.82
— Basic Materials TR 08-29-14 0.72 10.22 4.39 4.20 27.72 12.67 13.94
— Consumer Cyclical TR 08-29-14 0.38 2.77 4.65 4.61 19.41 23.86 23.15
— Financial Services TR 08-29-14 0.92 4.19 4.10 4.76 20.64 23.93 11.83
— Real Estate TR 08-29-14 0.49 21.15 3.24 4.48 25.08 14.19 18.27
Defensive TR 08-29-14 1.30 12.82 5.07 4.97 25.24 21.31 17.15
— Consumer Defensive TR 08-29-14 0.59 6.85 4.73 1.75 18.24 16.69 16.22
— Healthcare TR 08-29-14 1.65 16.47 5.28 7.94 31.80 27.63 20.73
— Utilities TR 08-29-14 1.92 15.53 5.12 2.24 20.38 13.36 13.22
Sensitive TR 08-29-14 0.74 10.84 3.65 4.82 27.79 19.71 17.13
— Communication Services TR 08-29-14 1.55 7.31 0.69 3.01 21.53 21.95 20.73
— Energy TR 08-29-14 1.99 12.96 2.60 4.11 24.82 15.43 17.04
— Industrials TR 08-29-14 -0.16 4.28 4.25 0.86 24.82 21.58 18.94
— Technology TR 08-29-14 0.49 15.48 4.53 8.73 33.39 20.62 17.10
Moat
Morningstar Wide Moat Focus TR 08-29-14 1.08 10.31 5.15 5.66 24.59 24.17 17.78
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 08-29-14 0.63 4.84 3.60 2.87 18.18 16.72 15.45
NASDAQ Composite PR PR 08-29-14 0.92 9.67 4.82 7.96 27.59 21.09 17.92
NYSE Composite PR --- 08-31-14 0.90 6.21 2.98 2.70 19.15 13.63 10.71
Russell 2000 TR TR 08-29-14 1.24 1.75 4.96 3.85 17.68 19.00 17.03
S&P 500 TR TR 08-29-14 0.80 9.89 4.00 4.69 25.25 20.61 16.88
S&P MidCap 400 TR 08-29-14 0.91 8.13 5.08 4.75 23.25 19.79 18.77
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 08-29-14 0.35 4.78 1.12 0.92 5.50 3.03 4.48
Intermediate Core Bond TR 08-29-14 0.26 4.22 0.96 0.58 5.13 2.81 4.37
Long-Term Core Bond TR 08-29-14 0.94 12.29 2.83 2.98 12.84 6.25 8.09
Short-Term Core Bond TR 08-29-14 0.09 0.91 0.26 0.07 1.50 1.10 1.96
Corporate
Corp Bond TR 09-01-14 0.41 7.07 1.21 1.53 9.38 5.66 6.86
Intermediate Corp Bond TR 09-01-14 0.28 4.66 0.63 0.81 7.25 5.25 6.62
Long-Term Corp Bond TR 09-01-14 0.70 12.30 2.32 2.91 15.14 7.79 9.30
Short-Term Corp Bond TR 09-01-14 0.10 1.69 0.15 0.18 3.00 2.97 3.64
Government
Intermediate US Govt Bond TR 08-29-14 0.31 2.95 0.96 0.25 3.23 1.34 3.80
Long-Term US Govt Bond TR 08-29-14 0.92 12.92 3.10 3.09 10.80 4.45 6.79
Short-Term US Govt Bond TR 08-29-14 0.10 0.67 0.24 0.03 1.05 0.54 1.41
US Govt Bond TR 08-29-14 0.33 3.65 1.04 0.74 3.54 1.76 3.45
Other
Mortgage Bond TR 08-29-14 0.24 4.59 0.96 0.66 5.36 2.77 4.14
TIPS TR 08-29-14 0.27 6.48 0.50 0.79 5.71 2.29 5.54
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 08-29-14 0.36 4.81 1.10 0.90 5.66 2.91 4.48
Barclays US Government TR TR 08-29-14 0.33 3.54 1.01 0.72 3.54 1.75 3.38
Barclays US MBS TR TR 08-29-14 0.24 4.39 0.94 0.61 5.42 2.18 3.68
BofAML US HY Master II TR TR 08-31-14 0.17 5.81 1.50 1.01 10.60 10.38 12.16
USTREAS T-Bill Auction Ave 3 --- 08-31-14 --- 0.03 0.00 0.01 0.04 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 08-29-14 0.38 7.47 1.21 1.48 10.14 4.88 5.39
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 08-31-14 -0.36 5.39 0.69 2.98 13.25 7.12 12.63
Euronext BEL 20 PR EUR PR 09-01-14 -0.19 8.79 3.93 0.68 18.97 11.95 6.40
Euronext Paris CAC 40 NR EUR TR 09-01-14 0.87 3.86 4.21 -2.73 13.94 13.32 7.08
Euronext Paris CAC 40 PR EUR PR 09-01-14 0.87 1.95 4.21 -3.09 11.34 10.28 4.09
FSE DAX PR EUR PR 09-01-14 -0.33 -3.47 2.92 -4.67 13.79 14.47 8.64
FSE DAX TR EUR TR 09-01-14 -0.33 -0.77 2.92 -4.67 16.98 18.26 12.22
FTSE 100 PR GBP PR 09-01-14 0.74 1.13 2.19 -0.28 6.43 8.00 7.21
FTSE 100 TR GBP TR 09-01-14 0.77 3.96 2.92 0.75 10.22 12.07 11.10
FTSE 250 PR GBP PR 09-01-14 0.48 0.14 3.60 -0.33 9.11 14.69 13.11
Hang Seng Hong Kong Composite PR HKD TR 09-01-14 -1.50 3.57 0.74 7.01 12.49 5.16 4.21
Hang Seng HSI PR HKD PR 09-01-14 -1.53 6.33 1.02 7.37 14.04 6.38 4.51
MSCI AC Far East Ex Japan PR USD PR 09-01-14 -0.17 7.92 1.47 5.82 16.20 5.37 7.45
MSCI ACWI PR USD PR 08-31-14 0.70 5.63 2.01 2.37 18.56 11.58 9.42
MSCI EAFE NR USD TR 09-01-14 -0.06 2.53 0.57 -1.20 16.40 11.40 8.51
MSCI EAFE PR LCL PR 09-01-14 0.09 1.96 1.85 0.64 12.77 12.02 5.66
MSCI EASEA PR LCL PR 09-01-14 0.32 3.26 2.41 -0.64 12.26 10.74 5.99
MSCI EM Latin America PR USD PR 08-31-14 4.40 14.46 7.77 12.99 20.23 -3.30 2.15
MSCI EM PR LCL PR 08-31-14 0.16 7.71 1.81 6.38 14.95 6.13 5.96
MSCI EM PR USD PR 08-31-14 0.44 8.50 2.07 5.86 17.03 1.74 5.32
MSCI Europe NR USD TR 09-01-14 0.26 1.88 1.25 -3.51 17.80 12.71 9.17
MSCI Europe PR LCL PR 09-01-14 0.52 2.74 2.78 -1.29 12.35 11.29 6.26
MSCI Hong Kong PR USD PR 09-01-14 -2.44 7.63 -0.02 5.23 16.94 8.33 9.27
MSCI Japan NR USD TR 09-01-14 -1.04 -0.95 -1.96 3.53 9.79 8.67 5.20
MSCI Japan PR LCL PR 09-01-14 -0.79 -2.73 -0.29 5.96 14.62 17.81 5.52
MSCI North America NR USD TR 08-31-14 0.87 9.77 3.82 4.85 24.38 18.57 15.68
MSCI Pacific Ex Japan NR USD TR 09-01-14 -0.10 11.71 1.38 4.03 19.78 9.72 11.56
MSCI Pacific Ex Japan PR LCL PR 09-01-14 -0.65 5.47 0.57 2.76 11.24 8.60 5.16
MSCI Pacific NR USD TR 09-01-14 -0.68 3.62 -0.69 3.71 13.48 9.08 7.46
MSCI Pacific PR LCL PR 09-01-14 -0.74 0.17 0.04 4.72 13.32 13.87 5.00
MSCI World ex USA NR USD TR 08-31-14 0.72 3.60 0.08 -0.31 17.08 10.77 8.29
MSCI World Ex USA PR LCL PR 08-31-14 0.62 2.94 0.80 1.13 13.60 11.53 5.52
Nikkei 225 Average PR JPY PR 09-01-14 -0.88 -5.00 -0.30 5.77 15.59 19.54 8.01
S&P BSE SENSEX India INR PR 09-01-14 1.63 26.91 5.44 10.94 44.30 17.23 11.56
S&P/ASX All Ordinaries PR PR 09-01-14 -0.06 5.16 1.47 2.84 9.83 8.70 4.53
S&P/TSX Composite PR PR 08-29-14 0.58 14.71 1.92 7.00 23.49 6.96 7.53
Shanghai SE Composite PR CNY PR 09-01-14 0.28 5.65 2.30 9.63 6.53 -4.37 -3.59
SIX SMI CHF PR 09-01-14 1.57 6.63 4.00 0.84 12.92 16.50 7.38
SIX SMI TR CHF PR 09-01-14 1.57 9.87 4.03 0.86 16.43 20.29 10.82
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 08-28-14 0.32 7.30 0.55 3.10 19.96 16.79 13.68
Conservative Target Risk TR 08-28-14 0.27 4.47 0.38 0.96 7.25 5.34 5.80
Moderate Target Risk TR 08-28-14 0.31 6.25 0.50 2.19 14.28 11.67 10.27
Moderately Aggr Target Risk TR 08-28-14 0.31 6.77 0.51 2.68 17.43 14.54 12.21
Moderately Cons Target Risk TR 08-28-14 0.29 5.35 0.45 1.61 10.82 8.60 8.08
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 08-28-14 0.28 5.90 0.50 1.80 12.10 9.89 9.56
Lifetime Aggressive 2005 TR 08-28-14 0.32 6.28 0.56 1.99 13.12 10.77 10.19
Lifetime Aggressive 2010 TR 08-28-14 0.35 6.64 0.61 2.20 14.31 11.84 10.92
Lifetime Aggressive 2015 TR 08-28-14 0.37 6.97 0.64 2.45 15.69 13.12 11.74
Lifetime Aggressive 2020 TR 08-28-14 0.37 7.24 0.66 2.72 17.25 14.56 12.61
Lifetime Aggressive 2025 TR 08-28-14 0.37 7.39 0.65 2.96 18.72 15.89 13.35
Lifetime Aggressive 2030 TR 08-28-14 0.35 7.42 0.63 3.10 19.71 16.75 13.79
Lifetime Aggressive 2035 TR 08-28-14 0.34 7.38 0.60 3.13 20.11 17.02 13.90
Lifetime Aggressive 2040 TR 08-28-14 0.34 7.33 0.58 3.10 20.13 16.94 13.84
Lifetime Aggressive 2045 TR 08-28-14 0.34 7.29 0.56 3.07 20.05 16.77 13.72
Lifetime Aggressive 2050 TR 08-28-14 0.34 7.26 0.54 3.03 19.97 16.59 13.59
Lifetime Aggressive 2055 TR 08-28-14 0.34 7.22 0.52 2.99 19.88 16.39 13.46
Lifetime Aggressive Income TR 08-28-14 0.28 5.76 0.49 1.75 11.78 9.55 9.26
Lifetime Conservative 2000 TR 08-28-14 0.27 4.89 0.38 0.87 7.49 5.36 6.57
Lifetime Conservative 2005 TR 08-28-14 0.32 5.36 0.46 1.03 8.31 5.99 7.06
Lifetime Conservative 2010 TR 08-28-14 0.38 5.84 0.54 1.24 9.33 6.83 7.68
Lifetime Conservative 2015 TR 08-28-14 0.42 6.30 0.61 1.46 10.46 7.79 8.36
Lifetime Conservative 2020 TR 08-28-14 0.45 6.71 0.67 1.69 11.67 8.86 9.10
Lifetime Conservative 2025 TR 08-28-14 0.47 7.06 0.71 1.95 13.07 10.17 9.97
Lifetime Conservative 2030 TR 08-28-14 0.48 7.34 0.73 2.25 14.75 11.76 10.95
Lifetime Conservative 2035 TR 08-28-14 0.46 7.48 0.71 2.53 16.43 13.33 11.87
Lifetime Conservative 2040 TR 08-28-14 0.43 7.52 0.68 2.72 17.70 14.46 12.49
Lifetime Conservative 2045 TR 08-28-14 0.42 7.50 0.65 2.79 18.30 14.92 12.72
Lifetime Conservative 2050 TR 08-28-14 0.42 7.49 0.63 2.81 18.53 15.03 12.77
Lifetime Conservative 2055 TR 08-28-14 0.42 7.47 0.61 2.80 18.56 14.95 12.70
Lifetime Conservative Income TR 08-28-14 0.26 4.73 0.36 0.85 7.26 5.12 6.33
Lifetime Moderate 2000 TR 08-28-14 0.28 5.41 0.44 1.36 9.89 7.71 8.14
Lifetime Moderate 2005 TR 08-28-14 0.32 5.84 0.51 1.53 10.78 8.44 8.68
Lifetime Moderate 2010 TR 08-28-14 0.36 6.25 0.58 1.73 11.85 9.35 9.33
Lifetime Moderate 2015 TR 08-28-14 0.39 6.64 0.63 1.95 13.06 10.43 10.07
Lifetime Moderate 2020 TR 08-28-14 0.41 6.98 0.67 2.21 14.50 11.79 10.96
Lifetime Moderate 2025 TR 08-28-14 0.41 7.25 0.68 2.51 16.21 13.40 11.93
Lifetime Moderate 2030 TR 08-28-14 0.40 7.40 0.67 2.78 17.82 14.88 12.76
Lifetime Moderate 2035 TR 08-28-14 0.38 7.42 0.64 2.95 18.94 15.86 13.28
Lifetime Moderate 2040 TR 08-28-14 0.36 7.39 0.61 3.00 19.44 16.23 13.45
Lifetime Moderate 2045 TR 08-28-14 0.36 7.35 0.58 2.98 19.52 16.20 13.42
Lifetime Moderate 2050 TR 08-28-14 0.37 7.33 0.57 2.96 19.51 16.09 13.33
Lifetime Moderate 2055 TR 08-28-14 0.37 7.31 0.55 2.93 19.44 15.92 13.21
Lifetime Moderate Income TR 08-28-14 0.27 5.28 0.43 1.32 9.63 7.42 7.88
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 08-29-14 0.58 -4.60 -1.24 -5.19 -6.86 -6.55 1.53
Long/Short Commodity TR 08-29-14 0.86 -5.32 -0.56 -3.50 -3.74 -5.71 -0.06
Long-Only Commodity TR 08-29-14 1.01 -0.83 -1.59 -6.51 -5.04 -4.52 5.01
Short/Flat Commodity TR 08-29-14 0.32 -0.65 0.67 1.96 3.48 0.91 -1.46
Short-Only Commodity TR 08-29-14 -0.75 -1.17 1.49 6.18 3.98 1.54 -7.97
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