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 06-24-19 1.73 18.75 4.15 5.47 7.83 15.21 10.47
Style
US Core TR 06-24-19 1.47 18.04 4.05 5.36 7.25 13.62 9.72
US Growth TR 06-24-19 2.06 24.28 5.06 7.03 9.66 20.17 13.63
US Large Cap TR 06-24-19 2.00 18.40 4.40 5.78 9.68 15.94 11.13
US Large Core TR 06-24-19 1.62 17.53 4.24 5.59 8.67 14.30 10.31
US Large Growth TR 06-24-19 2.35 22.18 5.24 6.96 10.19 20.67 14.38
US Large Val TR 06-24-19 1.73 13.59 3.29 3.88 8.95 11.83 8.07
US Mid Cap TR 06-24-19 1.30 21.10 3.98 5.42 6.05 13.95 9.40
US Mid Core TR 06-24-19 1.39 20.24 3.77 4.91 5.63 11.99 8.67
US Mid Growth TR 06-24-19 1.16 28.68 5.06 8.35 12.41 18.77 11.72
US Mid Val TR 06-24-19 1.35 13.90 2.92 2.64 -0.19 10.86 7.56
US Small Cap TR 06-24-19 0.10 15.59 1.92 2.36 -5.84 11.12 6.57
US Small Core TR 06-24-19 -0.15 16.28 2.46 4.16 -5.08 10.71 6.34
US Small Growth TR 06-24-19 0.30 20.41 2.92 2.48 -0.82 16.14 9.49
US Small Val TR 06-24-19 0.20 9.94 0.26 0.04 -11.46 6.42 3.81
US Value TR 06-24-19 1.55 13.38 3.01 3.36 5.63 11.33 7.72
Sector
US Cyclcl Sup Sec TR 06-24-19 0.72 19.13 3.43 7.58 5.43 16.58 11.04
US Basic Materials TR 06-24-19 1.75 16.45 8.47 6.78 -3.48 9.38 4.69
US Consumr Cyclcl TR 06-24-19 0.67 20.68 4.63 7.39 5.91 17.81 13.15
US Financial Services TR 06-24-19 1.01 18.18 2.15 8.67 5.13 19.69 11.49
US Real Estate TR 06-24-19 -1.03 19.88 1.40 4.37 13.38 7.16 8.16
US Dfnsve Sup Sec TR 06-24-19 1.47 12.75 3.91 4.32 13.50 10.50 10.26
US Consumr Dfnsve TR 06-24-19 0.49 16.95 2.91 6.57 15.38 6.64 8.66
US Healthcare TR 06-24-19 1.93 9.56 4.62 2.85 10.03 12.67 10.98
US Utilities TR 06-24-19 1.51 16.85 2.85 5.14 23.50 10.74 10.99
US Snstve Sup Sec TR 06-24-19 2.73 22.19 4.89 4.44 6.71 17.19 10.17
US Commun Svc Capped TR 06-24-19 0.36 24.71 1.52 6.87 23.94 10.36 9.38
US Energy Capped TR 06-24-19 3.33 10.55 2.67 -4.04 -16.37 -0.02 -6.93
US Industrials TR 06-24-19 2.29 21.76 4.51 6.48 8.53 14.81 9.72
US Technology TR 06-24-19 3.08 25.24 6.02 5.10 9.69 25.77 17.14
Moat
Morningstar Wide Moat Focus TR 06-24-19 1.44 16.38 2.94 3.98 10.36 16.50 11.70
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 06-24-19 2.36 15.95 4.66 5.44 11.32 18.17 12.41
NASDAQ Composite PR PR 06-24-19 2.05 20.65 4.83 4.75 4.07 19.36 12.97
NYSE Composite PR --- 06-24-19 1.91 14.47 3.49 3.83 3.01 8.54 3.58
Russell 2000 TR TR 06-24-19 -0.16 14.19 1.18 1.96 -7.95 12.23 6.92
S&P 500 TR TR 06-24-19 1.95 18.66 4.39 5.70 9.09 15.38 10.86
S&P MidCap 400 TR 06-24-19 0.70 15.92 2.85 3.56 -2.25 11.25 7.95
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 06-24-19 0.68 5.89 1.99 3.13 8.05 2.44 3.10
US Inter Core Bd TR Bond TR 06-24-19 0.48 4.61 1.43 2.28 7.16 2.18 2.89
US Lng Core Bd TR Bond TR 06-24-19 1.42 11.48 4.00 6.19 13.33 3.70 5.13
US Shrt Core Bd TR Bond TR 06-24-19 0.36 3.18 1.09 1.80 4.98 1.75 1.68
Corporate
US Corp Bd TR Bond TR 06-24-19 1.38 9.37 2.97 4.45 10.70 4.11 4.03
US Inter Corp Bd TR Bond TR 06-24-19 0.96 8.13 2.34 3.55 10.03 3.74 3.71
US Lng Corp Bd TR Bond TR 06-24-19 2.21 13.78 4.52 6.65 14.50 5.37 5.33
US Shrt Corp Bd TR Bond TR 06-24-19 0.46 4.11 1.18 1.91 5.84 2.57 2.32
Government
US Gov Bd TR Bond TR 06-24-19 0.44 5.09 1.98 3.20 7.55 1.53 2.57
US Inter Gov Bd TR Bond TR 06-24-19 0.51 4.91 1.94 3.00 7.93 1.55 2.51
US Lng Gov Bd TR Bond TR 06-24-19 0.59 9.03 3.44 5.64 11.98 1.78 4.99
US Shrt Gov Bd TR Bond TR 06-24-19 0.31 2.75 1.04 1.75 4.58 1.35 1.37
Other
Mortgage TR Bond TR 06-24-19 0.35 3.72 1.01 1.70 6.21 2.07 2.83
US TIPS TR TR 06-24-19 1.29 6.26 2.13 2.94 5.33 2.36 1.89
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 06-24-19 0.66 5.95 2.03 3.26 8.07 2.45 2.99
BBgBarc US Government TR TR 06-24-19 0.41 5.03 1.99 3.24 7.46 1.53 2.53
BBgBarc US MBS TR TR 06-24-19 0.37 4.02 1.14 1.98 6.43 2.09 2.59
ICE BofAML US High Yield TR TR 06-24-19 1.11 10.19 1.92 3.03 7.05 7.82 4.69
USTREAS T-Bill Auction Ave 3 --- 05-31-19 --- 1.03 0.20 0.61 2.34 1.41 0.88
USTREAS T-Bill Cnst Mat Rate 10 TR 05-31-19 --- 6.01 3.50 5.92 9.13 1.46 2.87
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 06-24-19 0.22 5.05 0.73 2.51 6.80 2.57 3.70
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 06-24-19 3.02 2.13 6.35 -1.02 -5.87 0.46 -7.05
Euronext BEL 20 PR EUR PR 06-24-19 1.38 7.85 0.75 -2.52 -7.05 2.23 2.15
Euronext Paris CAC 40 NR EUR TR 06-24-19 2.48 19.02 4.53 6.70 4.92 12.93 6.58
Euronext Paris CAC 40 PR EUR PR 06-24-19 2.43 16.72 3.86 4.78 2.49 10.37 4.09
FSE DAX PR EUR PR 06-24-19 1.55 12.69 2.14 5.13 -5.43 5.60 1.40
FSE DAX TR EUR TR 06-24-19 1.56 16.25 2.19 8.01 -2.43 8.70 4.31
FTSE 100 PR GBP PR 06-25-19 -0.28 10.32 1.99 3.41 -1.16 6.53 1.97
FTSE 100 TR GBP TR 06-25-19 -0.25 13.00 2.26 4.73 3.23 10.97 6.08
FTSE 250 PR GBP PR 06-25-19 -0.13 10.20 0.83 2.59 -7.16 6.23 4.53
Hang Seng Hong Kong Composite PR HKD TR 06-24-19 4.36 9.65 4.39 -2.95 -6.99 11.24 3.82
Hang Seng HSI PR HKD PR 06-24-19 4.72 10.32 4.24 -2.06 -2.81 12.07 4.50
MSCI AC Far East Ex Japan PR USD PR 06-24-19 4.84 9.38 6.44 -2.34 -6.49 10.16 2.49
MSCI ACWI PR USD PR 06-24-19 2.44 14.84 4.28 3.44 2.27 10.46 4.13
MSCI EAFE NR USD TR 06-24-19 2.87 13.75 3.70 3.33 -0.22 9.99 2.17
MSCI EAFE PR LCL PR 06-24-19 1.35 11.19 2.02 1.63 -1.84 7.86 2.76
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 06-24-19 1.58 13.47 2.47 3.36 0.85 7.61 2.61
MSCI EM Latin America PR USD PR 06-24-19 5.26 12.14 11.43 6.06 17.94 10.44 -3.29
MSCI EM PR LCL PR 06-24-19 2.91 8.69 5.20 -0.64 -1.96 9.33 3.60
MSCI EM PR USD PR 06-24-19 4.16 9.04 6.73 -0.62 -3.21 9.33 0.09
MSCI Europe NR USD TR 06-24-19 3.01 15.49 4.04 4.59 0.66 9.97 1.13
MSCI Europe PR LCL PR 06-24-19 1.29 13.16 2.25 3.12 -0.07 7.33 2.41
MSCI Hong Kong PR USD PR 06-24-19 4.91 14.42 4.37 0.71 5.30 11.96 5.62
MSCI Japan NR USD TR 06-25-19 2.45 7.82 2.61 2.34 -4.88 9.12 4.60
MSCI Japan PR LCL PR 06-25-19 0.98 4.07 0.36 -1.52 -9.11 8.69 3.73
MSCI North America NR USD TR 06-24-19 1.92 18.64 4.31 5.46 7.95 14.34 9.47
MSCI Pacific Ex Japan NR USD TR 06-24-19 4.22 17.58 4.58 5.14 6.73 12.77 4.08
MSCI Pacific Ex Japan PR LCL PR 06-24-19 3.07 15.58 3.77 5.09 5.90 9.94 3.89
MSCI Pacific NR USD TR 06-24-19 2.67 10.98 3.21 1.36 -1.58 10.33 4.34
MSCI Pacific PR LCL PR 06-24-19 1.48 8.07 1.71 -0.74 -4.63 9.19 3.62
MSCI World ex USA NR USD TR 06-24-19 2.84 14.34 3.72 3.48 0.12 9.82 2.00
MSCI World Ex USA PR LCL PR 06-24-19 1.32 11.56 2.00 1.73 -1.66 7.74 2.70
Nikkei 225 Average PR JPY PR 06-24-19 0.77 6.35 0.80 -1.58 -5.47 12.49 6.72
S&P BSE SENSEX India INR PR 06-25-19 1.00 9.33 0.00 4.30 11.18 14.32 9.27
S&P/ASX All Ordinaries PR PR 06-25-19 1.30 17.95 2.89 8.47 6.75 9.05 4.57
S&P/TSX Composite PR PR 06-24-19 1.04 15.36 1.81 2.70 0.45 5.95 2.00
SIX SMI PR CHF PR 06-24-19 0.48 17.43 2.40 6.22 14.88 8.51 2.68
SIX SMI TR CHF PR 06-24-19 0.48 21.22 2.43 8.41 18.71 12.22 6.13
SSE Composite PR CNY PR 06-25-19 3.18 19.57 4.52 -2.00 4.29 1.47 8.04
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 06-24-19 2.01 15.64 3.96 3.94 4.49 12.68 6.80
Con Tgt Risk TR USD TR 06-24-19 0.94 7.43 2.21 2.96 7.01 4.50 3.25
Mod Agg Tgt Risk TR USD TR 06-24-19 1.82 14.02 3.66 3.76 5.40 11.08 6.17
Mod Con Tgt Risk TR USD TR 06-24-19 1.22 9.66 2.69 3.26 6.74 6.80 4.47
Mod Tgt Risk TR USD TR 06-24-19 1.53 11.82 3.16 3.52 6.19 8.90 5.34
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 06-24-19 1.27 10.08 2.58 3.13 5.59 7.04 4.46
Lifetime Agg 2005 TR USD TR 06-24-19 1.31 10.44 2.68 3.24 5.71 7.41 4.69
Lifetime Agg 2010 TR USD TR 06-24-19 1.42 11.28 2.90 3.48 5.94 8.01 5.01
Lifetime Agg 2015 TR USD TR 06-24-19 1.53 12.14 3.12 3.68 6.01 8.73 5.37
Lifetime Agg 2020 TR USD TR 06-24-19 1.64 13.05 3.32 3.82 5.88 9.62 5.76
Lifetime Agg 2025 TR USD TR 06-24-19 1.75 14.00 3.51 3.91 5.51 10.63 6.14
Lifetime Agg 2030 TR USD TR 06-24-19 1.85 14.85 3.66 3.92 4.94 11.52 6.43
Lifetime Agg 2035 TR USD TR 06-24-19 1.93 15.39 3.75 3.87 4.37 12.06 6.55
Lifetime Agg 2040 TR USD TR 06-24-19 1.97 15.59 3.79 3.80 3.99 12.22 6.51
Lifetime Agg 2045 TR USD TR 06-24-19 1.99 15.57 3.81 3.74 3.80 12.19 6.41
Lifetime Agg 2050 TR USD TR 06-24-19 2.00 15.50 3.81 3.68 3.67 12.14 6.30
Lifetime Agg 2055 TR USD TR 06-24-19 2.02 15.42 3.82 3.63 3.55 12.08 6.18
Lifetime Agg Incm TR USD TR 06-24-19 1.27 10.08 2.58 3.13 5.59 7.04 4.46
Lifetime Con 2000 TR USD TR 06-24-19 0.96 7.06 1.96 2.58 5.52 4.36 3.00
Lifetime Con 2005 TR USD TR 06-24-19 1.00 7.38 2.07 2.72 5.76 4.52 3.18
Lifetime Con 2010 TR USD TR 06-24-19 1.11 8.21 2.33 3.05 6.32 4.95 3.50
Lifetime Con 2015 TR USD TR 06-24-19 1.22 9.08 2.58 3.36 6.77 5.50 3.85
Lifetime Con 2020 TR USD TR 06-24-19 1.33 9.94 2.82 3.61 7.08 6.13 4.22
Lifetime Con 2025 TR USD TR 06-24-19 1.42 10.77 3.03 3.81 7.22 6.85 4.59
Lifetime Con 2030 TR USD TR 06-24-19 1.51 11.63 3.22 3.94 7.14 7.78 5.01
Lifetime Con 2035 TR USD TR 06-24-19 1.61 12.57 3.39 3.99 6.74 8.92 5.45
Lifetime Con 2040 TR USD TR 06-24-19 1.72 13.51 3.55 3.99 6.10 10.03 5.83
Lifetime Con 2045 TR USD TR 06-24-19 1.81 14.23 3.67 3.95 5.44 10.76 6.03
Lifetime Con 2050 TR USD TR 06-24-19 1.87 14.57 3.74 3.90 5.02 11.08 6.06
Lifetime Con 2055 TR USD TR 06-24-19 1.90 14.72 3.78 3.86 4.79 11.18 6.03
Lifetime Con Incm TR USD TR 06-24-19 0.96 7.06 1.96 2.58 5.52 4.36 3.00
Lifetime Mod 2000 TR USD TR 06-24-19 1.11 8.64 2.28 2.87 5.59 5.68 3.72
Lifetime Mod 2005 TR USD TR 06-24-19 1.15 8.97 2.38 2.99 5.77 5.94 3.92
Lifetime Mod 2010 TR USD TR 06-24-19 1.26 9.78 2.61 3.27 6.17 6.43 4.23
Lifetime Mod 2015 TR USD TR 06-24-19 1.37 10.63 2.84 3.51 6.43 7.04 4.57
Lifetime Mod 2020 TR USD TR 06-24-19 1.47 11.48 3.05 3.71 6.53 7.78 4.94
Lifetime Mod 2025 TR USD TR 06-24-19 1.58 12.41 3.26 3.85 6.41 8.75 5.37
Lifetime Mod 2030 TR USD TR 06-24-19 1.70 13.42 3.45 3.92 5.98 9.89 5.81
Lifetime Mod 2035 TR USD TR 06-24-19 1.80 14.32 3.61 3.92 5.33 10.90 6.14
Lifetime Mod 2040 TR USD TR 06-24-19 1.89 14.93 3.71 3.86 4.71 11.52 6.29
Lifetime Mod 2045 TR USD TR 06-24-19 1.93 15.20 3.76 3.80 4.30 11.74 6.28
Lifetime Mod 2050 TR USD TR 06-24-19 1.95 15.23 3.78 3.75 4.10 11.76 6.20
Lifetime Mod 2055 TR USD TR 06-24-19 1.97 15.20 3.80 3.70 3.97 11.74 6.11
Lifetime Mod Incm TR USD TR 06-24-19 1.11 8.64 2.28 2.87 5.59 5.68 3.72
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 06-24-19 1.76 -0.20 0.66 -1.74 -7.44 -3.07 -3.71
Lng/Shrt Cmdty TR TR 06-24-19 2.19 -1.22 -1.59 -2.82 -6.77 -2.64 -3.01
Lng-Only Cmdty TR TR 06-24-19 3.53 9.74 0.62 -1.18 -4.92 0.06 -10.43
Shrt/Flt Cmdty TR TR 06-24-19 -0.71 -8.64 -0.66 -0.62 -1.71 -0.70 0.09
Shrt-Only Cmdty TR TR 06-24-19 -2.06 -7.23 -1.04 1.81 5.55 -0.35 8.97
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