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 10-30-14 2.26 8.89 1.45 1.51 14.54 18.24 16.78
Style
Large Cap TR 10-30-14 2.24 9.67 1.15 1.73 15.37 18.19 16.00
Large Core TR 10-30-14 2.62 11.34 2.48 4.30 15.83 20.64 17.18
Large Growth TR 10-30-14 2.01 11.41 1.56 2.57 17.94 18.78 17.11
Large Value TR 10-30-14 2.09 6.27 -0.62 -1.65 12.31 15.33 13.79
Mid Cap TR 10-30-14 2.13 8.11 1.73 0.90 13.64 18.63 18.89
Mid Core TR 10-30-14 2.20 10.64 1.92 1.30 15.73 19.41 20.06
Mid Growth TR 10-30-14 2.38 6.52 2.22 1.80 12.76 15.52 18.09
Mid Value TR 10-30-14 1.81 7.39 1.00 -0.45 12.60 21.10 18.49
Small Cap TR 10-30-14 2.80 2.83 3.99 0.89 8.25 17.26 18.24
Small Core TR 10-30-14 2.85 4.41 3.83 1.07 9.95 17.27 17.47
Small Growth TR 10-30-14 2.93 -0.98 3.66 0.94 3.65 15.73 18.38
Small Value TR 10-30-14 2.62 5.00 4.47 0.64 11.15 18.76 18.82
US Core TR 10-30-14 2.55 10.70 2.46 3.46 15.39 20.17 17.84
US Growth TR 10-30-14 2.14 9.60 1.82 2.32 15.93 17.91 17.46
US Value TR 10-30-14 2.07 6.42 0.03 -1.26 12.28 16.74 15.09
Sector
Cyclical TR 10-30-14 2.18 3.77 -0.01 0.35 9.36 18.90 15.73
— Basic Materials TR 10-30-14 -0.84 2.16 -5.07 -5.20 7.58 9.35 12.00
— Consumer Cyclical TR 10-30-14 1.58 0.03 -0.04 0.16 5.90 20.33 21.90
— Financial Services TR 10-30-14 3.63 3.88 -0.03 1.68 11.29 21.68 12.83
— Real Estate TR 10-30-14 1.26 20.51 5.56 1.14 15.17 12.96 17.90
Defensive TR 10-30-14 3.20 15.76 2.65 5.78 19.32 21.21 17.66
— Consumer Defensive TR 10-30-14 1.92 9.51 1.47 5.52 11.65 16.79 15.83
— Healthcare TR 10-30-14 4.08 19.22 2.64 5.56 25.45 27.37 21.63
— Utilities TR 10-30-14 3.11 20.00 6.07 7.40 18.33 13.23 14.56
Sensitive TR 10-30-14 1.74 5.49 -2.23 -3.51 12.12 14.92 15.13
— Communication Services TR 10-30-14 2.43 4.64 -1.39 -3.91 9.42 21.01 19.75
— Energy TR 10-30-14 -0.28 -1.02 -6.50 -12.25 1.77 8.05 12.06
— Industrials TR 10-30-14 2.66 3.44 1.24 1.31 11.52 18.86 18.33
— Technology TR 10-30-14 1.97 10.73 -2.52 -1.91 19.17 15.22 15.28
Moat
Morningstar Wide Moat Focus TR 10-30-14 1.43 8.37 -0.42 1.55 13.18 20.41 18.14
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 10-30-14 3.10 5.66 1.01 2.44 12.66 14.90 15.04
NASDAQ Composite PR PR 10-30-14 2.55 9.33 1.62 2.31 16.17 18.60 17.43
NYSE Composite PR --- 10-30-14 1.83 3.00 0.09 -1.99 6.54 11.14 9.71
Russell 2000 TR TR 10-30-14 3.54 0.36 4.98 1.13 5.92 16.55 17.04
S&P 500 TR TR 10-30-14 2.27 9.70 1.25 1.76 15.47 18.32 16.42
S&P MidCap 400 TR 10-30-14 2.17 5.61 2.32 0.56 10.17 17.19 17.99
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 10-30-14 -0.12 5.24 1.09 1.54 4.14 3.05 4.27
Intermediate Core Bond TR 10-30-14 -0.11 4.94 1.06 1.65 3.70 3.08 4.19
Long-Term Core Bond TR 10-30-14 -0.15 12.35 2.14 2.70 9.79 5.58 7.72
Short-Term Core Bond TR 10-30-14 -0.11 1.19 0.42 0.57 1.13 1.23 1.84
Corporate
Corp Bond TR 10-30-14 -0.21 6.78 1.13 1.07 6.30 5.31 6.30
Intermediate Corp Bond TR 10-30-14 -0.25 4.67 0.92 0.91 4.37 5.39 6.13
Long-Term Corp Bond TR 10-30-14 -0.25 11.49 1.76 1.60 10.44 6.89 8.51
Short-Term Corp Bond TR 10-30-14 -0.13 1.83 0.40 0.47 1.95 3.02 3.35
Government
Intermediate US Govt Bond TR 10-30-14 -0.29 3.57 1.20 1.58 1.87 1.69 3.70
Long-Term US Govt Bond TR 10-30-14 -0.04 14.05 2.59 4.09 9.64 4.27 6.83
Short-Term US Govt Bond TR 10-30-14 -0.10 0.99 0.42 0.60 0.87 0.70 1.37
US Govt Bond TR 10-30-14 -0.14 4.22 1.10 1.61 2.90 1.89 3.40
Other
Mortgage Bond TR 10-30-14 -0.02 5.48 1.04 1.82 4.22 3.04 3.99
TIPS TR 10-30-14 -0.15 4.81 1.00 -1.01 1.88 1.40 4.50
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 10-30-14 -0.10 5.24 1.09 1.50 4.21 2.93 4.24
Barclays US Government TR TR 10-30-14 -0.14 4.11 1.08 1.58 2.88 1.88 3.33
Barclays US MBS TR TR 10-30-14 -0.03 5.26 1.00 1.76 4.07 2.46 3.54
BofAML US HY Master II TR TR 10-30-14 -0.03 4.67 1.03 -0.21 5.74 9.16 10.24
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 10-30-14 0.07 8.42 0.78 1.97 7.93 5.06 5.28
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 10-30-14 1.44 -0.25 -1.02 -5.40 -2.30 5.33 9.52
Euronext BEL 20 PR EUR PR 10-30-14 1.61 6.73 -3.13 -0.13 8.27 12.37 5.46
Euronext Paris CAC 40 NR EUR TR 10-30-14 -0.40 -1.63 -6.17 -3.81 -0.79 10.25 5.78
Euronext Paris CAC 40 PR EUR PR 10-30-14 -0.40 -3.60 -6.23 -3.97 -3.11 7.34 2.80
FSE DAX PR EUR PR 10-30-14 0.75 -7.18 -3.79 -4.99 -1.59 9.21 7.44
FSE DAX TR EUR TR 10-30-14 0.75 -4.58 -3.79 -4.99 1.16 12.83 10.98
FTSE 100 PR GBP PR 10-30-14 0.69 -4.23 -2.40 -4.58 -4.64 4.27 5.08
FTSE 100 TR GBP TR 10-30-14 0.70 -1.28 -2.25 -3.63 -1.24 8.19 8.91
FTSE 250 PR GBP PR 10-30-14 1.07 -4.00 -0.53 -2.12 -1.83 12.40 11.48
Hang Seng Hong Kong Composite PR HKD TR 10-31-14 2.67 0.65 3.98 -3.03 1.84 6.11 1.86
Hang Seng HSI PR HKD PR 10-31-14 2.83 2.81 4.49 -3.21 3.26 6.45 1.95
MSCI AC Far East Ex Japan PR USD PR 10-30-14 1.64 1.56 0.88 -6.04 -0.25 4.25 4.81
MSCI ACWI PR USD PR 10-30-14 1.86 1.56 -0.46 -3.34 3.88 9.14 7.99
MSCI EAFE NR USD TR 10-30-14 1.25 -3.87 -2.52 -7.21 -2.47 7.96 6.29
MSCI EAFE PR LCL PR 10-30-14 1.48 -0.75 -2.42 -2.60 1.65 9.90 4.97
MSCI EASEA PR LCL PR 10-30-14 0.85 -0.26 -2.15 -3.07 0.58 7.94 4.63
MSCI EM Latin America PR USD PR 10-30-14 4.85 -2.62 -1.69 -10.32 -10.57 -7.73 -3.58
MSCI EM PR LCL PR 10-30-14 2.09 2.69 -0.23 -3.78 1.13 3.92 3.82
MSCI EM PR USD PR 10-30-14 2.63 0.48 0.22 -6.60 -3.38 -0.09 1.96
MSCI Europe NR USD TR 10-30-14 0.55 -5.51 -3.67 -8.05 -3.09 8.44 6.35
MSCI Europe PR LCL PR 10-30-14 0.76 -1.02 -3.20 -3.17 0.20 8.03 4.89
MSCI Hong Kong PR USD PR 10-30-14 0.86 4.76 5.49 -3.37 5.15 9.36 6.68
MSCI Japan NR USD TR 10-30-14 3.16 -4.32 -2.73 -5.72 -2.92 6.84 5.36
MSCI Japan PR LCL PR 10-30-14 3.93 -2.41 -3.39 -0.72 5.90 18.27 7.23
MSCI North America NR USD TR 10-30-14 2.11 8.55 0.87 0.71 13.70 16.35 15.02
MSCI Pacific Ex Japan NR USD TR 10-30-14 1.74 5.16 4.05 -5.48 0.44 7.59 8.08
MSCI Pacific Ex Japan PR LCL PR 10-30-14 1.29 2.79 3.44 -2.93 1.46 7.77 3.80
MSCI Pacific NR USD TR 10-30-14 2.62 -0.88 -0.25 -5.62 -1.65 7.13 6.37
MSCI Pacific PR LCL PR 10-30-14 2.91 -0.65 -0.92 -1.61 4.11 13.83 5.60
MSCI World ex USA NR USD TR 10-30-14 1.17 -3.23 -2.59 -7.34 -1.95 7.48 6.30
MSCI World Ex USA PR LCL PR 10-30-14 1.33 -0.10 -2.51 -3.00 2.23 9.38 4.98
Nikkei 225 Average PR JPY PR 10-31-14 7.34 0.75 1.49 5.08 14.56 22.23 10.34
S&P BSE SENSEX India INR PR 10-31-14 3.78 31.62 4.64 7.61 31.66 16.32 11.88
S&P/ASX All Ordinaries PR PR 10-31-14 1.96 2.84 3.93 -2.10 1.56 8.08 3.45
S&P/TSX Composite PR PR 10-30-14 -0.19 6.15 -3.35 -6.87 7.46 4.92 5.79
Shanghai SE Composite PR CNY PR 10-31-14 5.12 14.38 2.38 9.93 13.01 -0.65 -4.18
SIX SMI CHF PR 10-30-14 2.02 6.29 -1.31 2.61 5.96 14.21 6.76
SIX SMI TR CHF PR 10-30-14 2.02 9.59 -1.31 2.70 9.27 17.94 10.20
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 10-30-14 1.84 4.22 0.38 -1.97 7.38 13.02 12.71
Conservative Target Risk TR 10-30-14 0.26 3.45 0.61 -0.29 3.43 4.49 5.26
Moderate Target Risk TR 10-30-14 1.09 4.24 0.55 -1.03 5.99 9.34 9.50
Moderately Aggr Target Risk TR 10-30-14 1.51 4.16 0.43 -1.59 6.72 11.42 11.33
Moderately Cons Target Risk TR 10-30-14 0.68 3.90 0.60 -0.60 4.79 7.04 7.45
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 10-30-14 0.85 4.48 0.67 -0.50 5.70 8.07 8.90
Lifetime Aggressive 2005 TR 10-30-14 0.92 4.75 0.70 -0.53 6.16 8.74 9.51
Lifetime Aggressive 2010 TR 10-30-14 1.04 4.97 0.71 -0.61 6.64 9.54 10.23
Lifetime Aggressive 2015 TR 10-30-14 1.18 5.10 0.70 -0.74 7.14 10.48 11.03
Lifetime Aggressive 2020 TR 10-30-14 1.38 5.12 0.66 -0.94 7.62 11.54 11.86
Lifetime Aggressive 2025 TR 10-30-14 1.59 4.99 0.59 -1.21 7.95 12.51 12.54
Lifetime Aggressive 2030 TR 10-30-14 1.76 4.76 0.52 -1.49 8.03 13.12 12.92
Lifetime Aggressive 2035 TR 10-30-14 1.85 4.52 0.46 -1.71 7.88 13.28 12.99
Lifetime Aggressive 2040 TR 10-30-14 1.88 4.33 0.42 -1.88 7.63 13.16 12.88
Lifetime Aggressive 2045 TR 10-30-14 1.88 4.17 0.40 -2.01 7.38 12.98 12.73
Lifetime Aggressive 2050 TR 10-30-14 1.87 4.02 0.37 -2.14 7.12 12.78 12.57
Lifetime Aggressive 2055 TR 10-30-14 1.87 3.88 0.34 -2.27 6.86 12.57 12.40
Lifetime Aggressive Income TR 10-30-14 0.84 4.37 0.67 -0.50 5.54 7.84 8.61
Lifetime Conservative 2000 TR 10-30-14 0.30 3.81 0.69 -0.34 3.50 4.49 5.95
Lifetime Conservative 2005 TR 10-30-14 0.33 4.24 0.75 -0.28 3.99 5.01 6.43
Lifetime Conservative 2010 TR 10-30-14 0.39 4.64 0.80 -0.25 4.55 5.68 7.03
Lifetime Conservative 2015 TR 10-30-14 0.48 4.99 0.83 -0.25 5.11 6.44 7.69
Lifetime Conservative 2020 TR 10-30-14 0.59 5.26 0.85 -0.30 5.64 7.26 8.40
Lifetime Conservative 2025 TR 10-30-14 0.73 5.43 0.84 -0.42 6.17 8.24 9.25
Lifetime Conservative 2030 TR 10-30-14 0.93 5.45 0.80 -0.64 6.70 9.42 10.20
Lifetime Conservative 2035 TR 10-30-14 1.18 5.29 0.72 -0.95 7.10 10.57 11.05
Lifetime Conservative 2040 TR 10-30-14 1.39 5.01 0.63 -1.28 7.24 11.40 11.61
Lifetime Conservative 2045 TR 10-30-14 1.52 4.75 0.56 -1.54 7.16 11.69 11.78
Lifetime Conservative 2050 TR 10-30-14 1.57 4.57 0.52 -1.73 6.99 11.72 11.78
Lifetime Conservative 2055 TR 10-30-14 1.59 4.42 0.49 -1.87 6.78 11.61 11.67
Lifetime Conservative Income TR 10-30-14 0.30 3.67 0.67 -0.36 3.36 4.31 5.71
Lifetime Moderate 2000 TR 10-30-14 0.58 4.16 0.68 -0.43 4.65 6.37 7.49
Lifetime Moderate 2005 TR 10-30-14 0.64 4.51 0.72 -0.41 5.11 6.94 8.02
Lifetime Moderate 2010 TR 10-30-14 0.72 4.81 0.75 -0.43 5.61 7.65 8.65
Lifetime Moderate 2015 TR 10-30-14 0.83 5.05 0.76 -0.49 6.12 8.47 9.37
Lifetime Moderate 2020 TR 10-30-14 0.98 5.20 0.75 -0.62 6.66 9.47 10.23
Lifetime Moderate 2025 TR 10-30-14 1.19 5.21 0.71 -0.85 7.18 10.66 11.16
Lifetime Moderate 2030 TR 10-30-14 1.43 5.04 0.63 -1.15 7.55 11.74 11.94
Lifetime Moderate 2035 TR 10-30-14 1.63 4.78 0.55 -1.46 7.65 12.43 12.39
Lifetime Moderate 2040 TR 10-30-14 1.74 4.53 0.48 -1.70 7.53 12.66 12.52
Lifetime Moderate 2045 TR 10-30-14 1.77 4.34 0.45 -1.87 7.31 12.59 12.44
Lifetime Moderate 2050 TR 10-30-14 1.78 4.20 0.42 -2.01 7.08 12.44 12.32
Lifetime Moderate 2055 TR 10-30-14 1.78 4.06 0.39 -2.14 6.83 12.26 12.16
Lifetime Moderate Income TR 10-30-14 0.58 4.04 0.67 -0.43 4.51 6.16 7.24
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 10-30-14 -0.10 -5.49 -0.03 -2.40 -5.79 -4.78 1.09
Long/Short Commodity TR 10-30-14 -0.60 -5.93 -2.78 -1.36 -3.49 -4.08 0.12
Long-Only Commodity TR 10-30-14 0.42 -9.29 -2.45 -10.32 -9.28 -4.94 2.09
Short/Flat Commodity TR 10-30-14 -0.51 -0.47 -2.77 0.99 2.52 0.65 -0.90
Short-Only Commodity TR 10-30-14 -0.58 7.24 1.52 10.63 8.50 1.93 -4.86
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