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 05-24-17 2.07 7.99 1.28 1.86 18.64 10.11 15.02
Style
US Core TR 05-24-17 1.93 8.74 1.03 2.01 20.77 10.98 16.15
US Growth TR 05-24-17 2.51 14.29 3.51 6.20 18.73 11.08 14.87
US Large Cap TR 05-24-17 2.05 8.75 1.75 2.37 18.63 10.50 15.01
US Large Core TR 05-24-17 1.97 9.92 1.62 2.76 22.19 11.72 16.67
US Large Growth TR 05-24-17 2.52 15.46 3.93 7.01 18.91 11.89 15.33
US Large Val TR 05-24-17 1.65 1.53 -0.31 -2.39 14.98 7.88 13.11
US Mid Cap TR 05-24-17 2.11 7.11 0.41 1.02 18.13 9.37 15.34
US Mid Core TR 05-24-17 1.85 7.38 -0.04 0.69 16.30 9.41 15.06
US Mid Growth TR 05-24-17 2.41 11.88 2.33 4.26 17.23 8.84 13.52
US Mid Val TR 05-24-17 2.12 2.24 -0.95 -1.75 21.05 9.81 17.52
US Small Cap TR 05-24-17 2.14 3.04 -0.97 -0.96 20.28 8.15 14.07
US Small Core TR 05-24-17 1.71 2.11 -1.28 -1.08 20.56 8.41 14.34
US Small Growth TR 05-24-17 2.72 9.12 2.40 3.23 21.55 8.68 13.69
US Small Val TR 05-24-17 1.96 -1.86 -3.95 -4.97 18.47 7.32 14.12
US Value TR 05-24-17 1.77 1.44 -0.69 -2.44 16.44 8.25 14.08
Sector
US Cyclcl Sup Sec TR 05-24-17 2.00 5.56 -0.06 0.02 19.04 10.58 16.02
US Basic Materials TR 05-24-17 1.82 7.86 -0.26 0.88 17.40 5.49 11.25
US Consumr Cyclcl TR 05-24-17 1.45 10.07 0.55 3.82 16.66 11.30 16.42
US Financial Services TR 05-24-17 2.35 2.55 -0.29 -2.58 24.85 11.86 18.40
US Real Estate TR 05-24-17 2.46 2.91 -0.86 -1.16 6.20 8.13 9.86
US Dfnsve Sup Sec TR 05-24-17 1.74 9.64 1.39 1.86 10.26 10.98 15.56
US Consumr Dfnsve TR 05-24-17 1.77 8.20 1.03 1.74 10.23 11.44 13.86
US Healthcare TR 05-24-17 1.51 10.58 1.50 1.52 9.49 10.56 18.02
US Utilities TR 05-24-17 2.58 9.74 1.94 3.56 13.58 12.05 12.74
US Snstve Sup Sec TR 05-24-17 2.33 9.09 2.37 3.45 24.12 9.30 14.07
US Commun Svc Capped TR 05-24-17 2.76 2.35 -1.22 -1.34 15.35 9.91 16.02
US Energy Capped TR 05-24-17 0.71 -9.93 -0.66 -4.08 3.74 -8.85 2.59
US Industrials TR 05-24-17 2.48 6.96 0.35 1.31 21.12 9.63 16.03
US Technology TR 05-24-17 2.65 19.32 4.99 8.15 36.25 17.14 17.58
Moat
Morningstar Wide Moat Focus TR 05-24-17 2.03 10.00 0.81 1.42 19.21 11.01 16.84
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 05-24-17 1.97 7.41 1.51 1.51 21.70 10.90 13.71
NASDAQ Composite PR PR 05-24-17 2.52 14.49 2.99 5.44 26.78 13.76 16.77
NYSE Composite PR --- 05-24-17 1.73 5.10 0.78 0.69 12.24 2.85 9.00
Russell 2000 TR TR 05-24-17 1.98 2.36 -1.00 -0.52 23.52 8.59 14.10
S&P 500 TR TR 05-24-17 2.02 8.27 1.48 2.05 18.27 10.45 15.16
S&P MidCap 400 TR 05-24-17 2.08 4.66 -0.38 -0.11 19.36 9.78 14.81
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 05-24-17 -0.15 2.12 0.46 0.99 1.54 2.75 2.45
US Inter Core Bd TR Bond TR 05-24-17 -0.17 1.86 0.44 0.93 1.41 2.75 2.51
US Lng Core Bd TR Bond TR 05-24-17 -0.20 3.93 0.81 1.78 2.25 4.62 3.92
US Shrt Core Bd TR Bond TR 05-24-17 -0.06 0.94 0.15 0.38 1.19 1.14 1.18
Corporate
US Corp Bd TR Bond TR 05-24-17 -0.14 3.19 0.81 1.51 4.34 3.51 4.17
US Inter Corp Bd TR Bond TR 05-24-17 -0.11 3.07 0.71 1.49 4.02 3.23 4.08
US Lng Corp Bd TR Bond TR 05-24-17 -0.23 4.35 1.18 2.08 5.89 4.78 5.42
US Shrt Corp Bd TR Bond TR 05-24-17 -0.04 1.54 0.31 0.66 2.32 1.77 2.37
Government
US Gov Bd TR Bond TR 05-24-17 -0.12 1.76 0.22 0.73 -0.13 2.02 1.35
US Inter Gov Bd TR Bond TR 05-24-17 -0.15 1.84 0.27 0.82 0.41 2.04 1.42
US Lng Gov Bd TR Bond TR 05-24-17 -0.16 3.45 0.38 1.44 -1.78 4.63 2.55
US Shrt Gov Bd TR Bond TR 05-24-17 -0.07 0.65 0.08 0.24 0.64 0.84 0.75
Other
Mortgage TR Bond TR 05-24-17 -0.19 1.58 0.45 0.84 1.19 2.88 2.61
US TIPS TR TR 05-24-17 0.00 1.48 -0.18 -0.17 2.18 1.12 0.47
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 05-24-17 -0.23 1.98 0.38 0.91 1.43 2.53 2.29
BBgBarc US Government TR TR 05-24-17 -0.21 1.61 0.17 0.65 -0.16 1.96 1.34
BBgBarc US MBS TR TR 05-24-17 -0.20 1.46 0.36 0.79 0.98 2.41 2.08
BofAML US HY Master II TR TR 05-24-17 0.43 4.64 1.16 1.91 14.31 4.80 7.32
USTREAS T-Bill Auction Ave 3 --- 04-30-17 --- 0.22 0.07 0.18 0.46 0.21 0.15
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-17 --- 2.22 1.17 2.00 -2.21 3.18 1.44
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 05-24-17 0.31 3.46 0.91 2.15 0.95 3.42 3.26
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 05-24-17 0.41 15.50 4.07 9.24 6.75 -9.67 -2.57
Euronext BEL 20 PR EUR PR 05-25-17 -0.30 7.99 0.12 8.91 11.52 7.56 12.94
Euronext Paris CAC 40 NR EUR TR 05-25-17 1.01 11.10 2.01 11.46 21.73 8.39 14.61
Euronext Paris CAC 40 PR EUR PR 05-25-17 0.90 9.77 1.12 10.15 19.09 5.91 11.86
FSE DAX PR EUR PR 05-24-17 0.02 7.43 -0.28 4.85 22.19 6.08 11.59
FSE DAX TR EUR TR 05-24-17 0.09 10.12 1.51 7.11 25.71 8.98 14.89
FTSE 100 PR GBP PR 05-25-17 1.09 5.25 3.33 3.78 20.04 3.32 7.03
FTSE 100 TR GBP TR 05-25-17 1.12 7.27 3.92 4.94 24.84 7.32 11.13
FTSE 250 PR GBP PR 05-25-17 1.40 10.46 1.97 7.42 15.87 8.33 13.90
Hang Seng Hong Kong Composite PR HKD TR 05-25-17 2.14 16.47 3.85 6.56 26.33 3.53 6.26
Hang Seng HSI PR HKD PR 05-25-17 2.00 16.54 4.84 6.98 25.88 3.74 6.50
MSCI AC Far East Ex Japan PR USD PR 05-24-17 0.72 19.44 5.21 8.47 29.54 2.41 5.47
MSCI ACWI PR USD PR 05-24-17 1.15 9.74 2.10 3.95 16.54 3.43 9.00
MSCI EAFE NR USD TR 05-24-17 0.31 13.80 4.03 9.20 18.09 1.80 9.84
MSCI EAFE PR LCL PR 05-24-17 0.17 7.11 2.44 4.91 17.88 4.98 10.73
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 05-24-17 0.27 8.56 1.87 6.17 17.76 4.06 9.43
MSCI EM Latin America PR USD PR 05-24-17 -5.75 9.30 -3.02 -2.29 23.18 -8.42 -5.27
MSCI EM PR LCL PR 05-24-17 0.00 12.40 3.61 5.74 21.94 3.54 5.45
MSCI EM PR USD PR 05-24-17 -0.36 16.56 3.47 6.52 27.54 -1.23 2.18
MSCI Europe NR USD TR 05-24-17 0.69 16.62 5.43 13.54 17.96 0.35 10.15
MSCI Europe PR LCL PR 05-24-17 0.36 8.89 2.26 7.00 18.89 4.58 9.99
MSCI Hong Kong PR USD PR 05-24-17 0.34 17.40 3.80 6.67 23.47 4.23 8.60
MSCI Japan NR USD TR 05-25-17 0.79 8.23 2.62 2.51 17.06 7.44 10.56
MSCI Japan PR LCL PR 05-25-17 1.47 2.93 3.47 1.26 16.52 8.94 16.21
MSCI North America NR USD TR 05-24-17 2.06 7.76 1.23 1.65 17.29 8.79 13.56
MSCI Pacific Ex Japan NR USD TR 05-24-17 0.38 11.44 -0.05 1.99 21.51 0.89 7.59
MSCI Pacific Ex Japan PR LCL PR 05-24-17 -0.16 7.13 -0.01 2.39 14.27 1.70 6.99
MSCI Pacific NR USD TR 05-24-17 -0.39 9.03 1.59 2.08 19.01 4.92 9.41
MSCI Pacific PR LCL PR 05-24-17 -0.16 4.19 2.83 1.50 16.69 6.06 12.38
MSCI World ex USA NR USD TR 05-24-17 0.47 12.61 3.53 8.07 17.44 1.37 9.16
MSCI World Ex USA PR LCL PR 05-24-17 0.25 6.51 2.04 4.39 17.29 4.67 10.25
Nikkei 225 Average PR JPY PR 05-25-17 1.33 3.66 3.85 2.75 18.24 11.06 18.22
S&P BSE SENSEX India INR PR 05-25-17 1.04 15.49 2.69 6.43 18.81 7.59 13.65
S&P/ASX All Ordinaries PR PR 05-25-17 0.92 1.92 -1.22 0.72 7.21 2.14 7.39
S&P/TSX Composite PR PR 05-24-17 0.95 0.86 -1.86 -0.73 10.51 1.59 5.92
SIX SMI PR CHF PR 05-24-17 0.37 9.92 3.72 5.98 11.20 1.25 9.07
SIX SMI TR CHF PR 05-24-17 0.37 13.40 4.36 9.33 14.99 4.63 12.58
SSE Composite PR CNY PR 05-25-17 0.57 0.14 -0.85 -4.48 10.40 15.17 5.90
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 05-24-17 1.25 8.99 1.64 3.30 18.88 6.24 11.75
Con Tgt Risk TR USD TR 05-24-17 0.18 3.43 0.64 1.44 4.90 2.46 3.55
Mod Agg Tgt Risk TR USD TR 05-24-17 1.04 7.88 1.45 2.93 16.06 5.56 10.18
Mod Con Tgt Risk TR USD TR 05-24-17 0.47 4.89 0.91 1.90 8.60 3.79 6.00
Mod Tgt Risk TR USD TR 05-24-17 0.77 6.28 1.12 2.30 12.23 4.70 8.11
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 05-24-17 0.69 4.50 0.79 1.48 8.61 3.74 6.52
Lifetime Agg 2005 TR USD TR 05-24-17 0.72 4.83 0.86 1.63 9.22 4.00 7.08
Lifetime Agg 2010 TR USD TR 05-24-17 0.78 5.29 0.96 1.83 10.10 4.32 7.79
Lifetime Agg 2015 TR USD TR 05-24-17 0.86 5.83 1.07 2.05 11.26 4.69 8.66
Lifetime Agg 2020 TR USD TR 05-24-17 0.97 6.47 1.20 2.30 12.78 5.12 9.68
Lifetime Agg 2025 TR USD TR 05-24-17 1.10 7.19 1.34 2.56 14.61 5.55 10.68
Lifetime Agg 2030 TR USD TR 05-24-17 1.21 7.84 1.46 2.80 16.34 5.87 11.39
Lifetime Agg 2035 TR USD TR 05-24-17 1.27 8.26 1.54 2.96 17.51 6.00 11.68
Lifetime Agg 2040 TR USD TR 05-24-17 1.28 8.47 1.58 3.05 18.02 5.97 11.68
Lifetime Agg 2045 TR USD TR 05-24-17 1.26 8.55 1.60 3.11 18.17 5.85 11.58
Lifetime Agg 2050 TR USD TR 05-24-17 1.24 8.62 1.61 3.16 18.25 5.72 11.47
Lifetime Agg 2055 TR USD TR 05-24-17 1.21 8.68 1.62 3.21 18.32 5.59 11.35
Lifetime Agg Incm TR USD TR 05-24-17 0.69 4.50 0.79 1.48 8.61 3.73 6.38
Lifetime Con 2000 TR USD TR 05-24-17 0.29 2.94 0.47 0.99 4.73 2.19 3.41
Lifetime Con 2005 TR USD TR 05-24-17 0.30 3.15 0.52 1.11 4.96 2.40 3.78
Lifetime Con 2010 TR USD TR 05-24-17 0.33 3.50 0.60 1.28 5.43 2.68 4.30
Lifetime Con 2015 TR USD TR 05-24-17 0.37 3.92 0.69 1.48 6.14 3.01 4.94
Lifetime Con 2020 TR USD TR 05-24-17 0.43 4.40 0.79 1.68 7.03 3.37 5.66
Lifetime Con 2025 TR USD TR 05-24-17 0.51 4.93 0.91 1.91 8.14 3.76 6.55
Lifetime Con 2030 TR USD TR 05-24-17 0.62 5.60 1.04 2.17 9.69 4.22 7.67
Lifetime Con 2035 TR USD TR 05-24-17 0.77 6.40 1.19 2.46 11.72 4.72 8.84
Lifetime Con 2040 TR USD TR 05-24-17 0.91 7.17 1.34 2.73 13.79 5.13 9.75
Lifetime Con 2045 TR USD TR 05-24-17 1.00 7.70 1.44 2.93 15.26 5.34 10.18
Lifetime Con 2050 TR USD TR 05-24-17 1.03 8.01 1.50 3.04 16.07 5.37 10.31
Lifetime Con 2055 TR USD TR 05-24-17 1.03 8.16 1.52 3.12 16.40 5.32 10.29
Lifetime Con Incm TR USD TR 05-24-17 0.29 2.94 0.47 0.99 4.73 2.19 3.33
Lifetime Mod 2000 TR USD TR 05-24-17 0.50 3.67 0.62 1.20 6.57 2.94 5.00
Lifetime Mod 2005 TR USD TR 05-24-17 0.52 3.93 0.68 1.33 6.97 3.17 5.45
Lifetime Mod 2010 TR USD TR 05-24-17 0.56 4.32 0.77 1.51 7.62 3.46 6.04
Lifetime Mod 2015 TR USD TR 05-24-17 0.62 4.78 0.87 1.71 8.50 3.80 6.76
Lifetime Mod 2020 TR USD TR 05-24-17 0.70 5.33 0.98 1.94 9.67 4.19 7.68
Lifetime Mod 2025 TR USD TR 05-24-17 0.82 6.02 1.12 2.20 11.30 4.66 8.81
Lifetime Mod 2030 TR USD TR 05-24-17 0.97 6.81 1.27 2.49 13.33 5.14 9.93
Lifetime Mod 2035 TR USD TR 05-24-17 1.10 7.53 1.41 2.74 15.27 5.51 10.73
Lifetime Mod 2040 TR USD TR 05-24-17 1.17 8.01 1.50 2.92 16.60 5.68 11.09
Lifetime Mod 2045 TR USD TR 05-24-17 1.19 8.25 1.54 3.03 17.21 5.67 11.14
Lifetime Mod 2050 TR USD TR 05-24-17 1.18 8.36 1.56 3.09 17.43 5.57 11.07
Lifetime Mod 2055 TR USD TR 05-24-17 1.16 8.44 1.58 3.14 17.56 5.46 10.97
Lifetime Mod Incm TR USD TR 05-24-17 0.50 3.67 0.62 1.20 6.57 2.94 4.89
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 05-24-17 0.90 -6.46 0.61 -3.71 -9.54 -6.39 -4.75
Lng/Shrt Cmdty TR TR 05-24-17 1.60 -7.05 0.60 -2.26 -10.10 -5.54 -5.24
Lng-Only Cmdty TR TR 05-24-17 0.86 -4.92 1.24 -3.88 -2.57 -17.79 -9.03
Shrt/Flt Cmdty TR TR 05-24-17 0.12 -1.44 -0.62 0.21 -1.24 0.68 -0.76
Shrt-Only Cmdty TR TR 05-24-17 -0.89 5.29 -1.23 3.79 -0.80 15.98 5.49
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