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 02-10-16 -3.37 -10.02 -4.22 -11.68 -10.21 8.36 8.81
Style
US Core TR 02-10-16 -2.83 -9.59 -3.99 -10.87 -10.61 8.86 9.79
US Growth TR 02-10-16 -5.16 -13.25 -7.12 -15.40 -10.94 9.15 9.07
US Large Cap TR 02-10-16 -3.16 -9.30 -3.62 -10.63 -8.21 9.14 9.37
US Large Core TR 02-10-16 -2.59 -9.11 -3.67 -9.90 -9.13 9.67 10.43
US Large Growth TR 02-10-16 -4.92 -12.27 -6.26 -14.17 -8.21 10.89 10.37
US Large Val TR 02-10-16 -1.75 -6.12 -0.64 -7.26 -7.30 6.89 7.29
US Mid Cap TR 02-10-16 -3.87 -11.43 -5.52 -13.59 -14.44 7.09 7.82
US Mid Core TR 02-10-16 -3.52 -10.85 -4.91 -12.84 -13.53 7.66 8.95
US Mid Growth TR 02-10-16 -5.76 -15.37 -9.28 -18.20 -18.09 4.62 5.52
US Mid Val TR 02-10-16 -2.42 -8.10 -2.42 -9.67 -11.82 8.97 8.95
US Small Cap TR 02-10-16 -4.30 -13.76 -6.95 -17.41 -18.54 3.69 5.49
US Small Core TR 02-10-16 -3.05 -10.46 -4.34 -14.39 -15.73 4.92 5.70
US Small Growth TR 02-10-16 -6.49 -19.00 -11.54 -21.98 -20.72 2.84 4.69
US Small Val TR 02-10-16 -3.49 -11.87 -5.07 -15.93 -19.26 3.23 6.03
US Value TR 02-10-16 -1.98 -6.88 -1.27 -8.32 -9.04 7.10 7.56
Sector
Cyclical TR 02-10-16 -4.38 -13.49 -7.04 -15.74 -12.44 7.27 7.79
— Basic Materials TR 02-10-16 -1.76 -9.71 -1.93 -11.61 -19.73 -0.32 -0.14
— Consumer Cyclical TR 02-10-16 -5.83 -13.61 -7.44 -16.30 -9.83 9.74 11.87
— Financial Services TR 02-10-16 -3.28 -14.97 -7.65 -18.11 -12.85 7.67 6.75
— Real Estate TR 02-10-16 -5.90 -10.16 -7.29 -7.28 -12.32 4.41 7.51
Defensive TR 02-10-16 -1.71 -6.22 -2.04 -4.58 -3.36 14.15 15.11
— Consumer Defensive TR 02-10-16 -1.04 -1.86 1.12 1.37 2.40 12.93 14.07
— Healthcare TR 02-10-16 -2.47 -11.60 -6.11 -10.97 -8.06 16.09 17.13
— Utilities TR 02-10-16 -0.38 7.03 7.58 9.64 2.37 12.12 11.91
Sensitive TR 02-10-16 -3.70 -9.66 -3.33 -12.86 -12.80 5.74 5.98
— Communication Services TR 02-10-16 -3.88 -5.21 -1.82 -6.76 -4.10 8.31 11.25
— Energy TR 02-10-16 -5.41 -10.51 -3.52 -21.84 -31.33 -9.92 -4.22
— Industrials TR 02-10-16 -0.75 -7.75 -1.20 -9.95 -10.30 8.93 8.19
— Technology TR 02-10-16 -5.31 -12.78 -6.00 -14.25 -9.83 10.13 7.77
Moat
Morningstar Wide Moat Focus TR 02-10-16 -1.53 -6.58 -2.27 -8.82 -8.81 6.78 9.90
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 02-10-16 -2.37 -8.33 -2.34 -9.75 -8.56 6.99 8.14
NASDAQ Composite PR PR 02-10-16 -4.90 -14.45 -7.75 -15.73 -10.53 10.28 8.95
NYSE Composite PR --- 02-10-16 -3.35 -9.53 -3.69 -12.04 -15.93 0.89 1.94
Russell 2000 TR TR 02-10-16 -4.59 -15.08 -7.81 -18.57 -18.79 3.17 4.89
--- TR 02-10-16 -3.08 -9.17 -3.47 -10.55 -8.53 9.13 9.29
S&P MidCap 400 TR 02-10-16 -3.13 -10.03 -3.86 -13.41 -13.76 5.84 7.11
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 02-10-16 0.64 2.19 1.48 2.43 2.25 2.59 4.17
US Inter Core Bd TR Bond TR 02-10-16 0.43 2.06 1.40 2.34 3.27 2.91 4.19
US Lng Core Bd TR Bond TR 02-10-16 1.70 4.03 2.70 4.62 0.72 3.76 7.57
US Shrt Core Bd TR Bond TR 02-10-16 0.10 0.86 0.59 0.76 1.39 1.05 1.53
Corporate
US Corp Bd TR Bond TR 02-10-16 0.50 0.72 -0.02 0.56 -1.02 2.13 4.84
US Inter Corp Bd TR Bond TR 02-10-16 0.23 0.95 0.17 0.60 1.21 2.40 4.77
US Lng Corp Bd TR Bond TR 02-10-16 1.01 0.82 -0.20 0.77 -3.70 2.31 6.39
US Shrt Corp Bd TR Bond TR 02-10-16 0.00 0.38 0.06 0.22 1.15 1.53 2.53
Government
US Gov Bd TR Bond TR 02-10-16 0.90 3.33 2.52 3.68 3.37 2.35 3.83
US Inter Gov Bd TR Bond TR 02-10-16 0.67 3.25 2.29 3.46 4.03 2.13 3.84
US Lng Gov Bd TR Bond TR 02-10-16 2.40 7.46 5.78 8.80 5.46 5.62 8.78
US Shrt Gov Bd TR Bond TR 02-10-16 0.15 1.05 0.81 0.96 1.49 0.91 1.23
Other
Mortgage TR Bond TR 02-10-16 0.38 1.83 1.31 2.28 3.40 3.31 4.14
TIPS TR TR 02-10-16 -0.01 1.67 1.19 1.68 -0.91 -1.36 3.35
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 02-10-16 0.61 2.12 1.47 2.28 1.78 2.36 3.93
Barclays US Government TR TR 02-10-16 0.87 3.28 2.48 3.58 3.24 2.32 3.73
Barclays US MBS TR TR 02-10-16 0.31 1.63 1.12 2.00 2.68 2.74 3.55
BofAML US HY Master II TR TR 02-10-16 -1.63 -4.07 -3.81 -7.76 -10.06 -0.10 3.39
USTREAS T-Bill Auction Ave 3 --- 01-31-16 --- 0.02 0.02 0.06 0.07 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-16 --- 3.16 3.16 2.53 -0.32 2.49 4.86
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 02-10-16 0.32 1.73 0.86 3.36 4.21 3.56 5.96
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 02-10-16 2.71 0.99 4.40 2.96 -20.50 -7.92 -4.27
Euronext BEL 20 PR EUR PR 02-11-16 -6.50 -15.39 -10.40 -14.36 -11.51 7.81 2.90
Euronext Paris CAC 40 NR EUR TR 02-11-16 -7.85 -15.88 -9.55 -21.09 -14.81 4.61 1.64
Euronext Paris CAC 40 PR EUR PR 02-11-16 -7.85 -15.97 -9.65 -21.32 -16.73 2.20 -1.02
FSE DAX PR EUR PR 02-10-16 -4.43 -16.36 -8.77 -17.05 -18.27 2.65 1.00
FSE DAX TR EUR TR 02-10-16 -4.43 -16.06 -8.45 -16.76 -16.15 5.62 4.20
FTSE 100 PR GBP PR 02-11-16 -6.13 -11.30 -5.70 -12.07 -18.79 -4.10 -1.80
FTSE 100 TR GBP TR 02-11-16 -6.03 -11.11 -5.52 -11.53 -15.63 -0.53 1.80
FTSE 250 PR GBP PR 02-11-16 -5.64 -12.91 -8.88 -11.24 -8.74 4.31 5.17
Hang Seng Hong Kong Composite PR HKD TR 02-11-16 -3.51 -16.91 -7.65 -18.80 -24.25 -7.91 -4.61
Hang Seng HSI PR HKD PR 02-11-16 -3.43 -15.47 -6.86 -17.12 -23.81 -7.25 -4.09
MSCI AC Far East Ex Japan PR USD PR 02-10-16 2.10 -8.59 -2.27 -11.42 -21.02 -6.50 -3.45
MSCI ACWI PR USD PR 02-10-16 -3.06 -10.34 -4.45 -12.07 -14.97 0.21 0.98
MSCI EAFE NR USD TR 02-10-16 -3.69 -11.81 -6.04 -12.31 -14.23 -0.72 0.20
MSCI EAFE PR LCL PR 02-10-16 -4.89 -13.45 -7.71 -14.92 -14.86 2.26 1.04
MSCI EASEA PR LCL PR 02-10-16 -3.28 -11.85 -6.12 -12.93 -15.24 0.62 0.12
MSCI EM Latin America PR USD PR 02-10-16 -0.19 -6.32 2.37 -14.34 -33.31 -23.98 -16.80
MSCI EM PR LCL PR 02-10-16 0.49 -6.83 -1.45 -9.85 -16.10 -4.11 -1.95
MSCI EM PR USD PR 02-10-16 1.24 -8.00 -1.28 -12.34 -24.44 -11.69 -7.68
MSCI Europe NR USD TR 02-10-16 -2.91 -10.93 -4.83 -12.14 -15.15 -0.82 0.38
MSCI Europe PR LCL PR 02-10-16 -3.70 -12.13 -6.27 -13.67 -14.63 1.24 0.41
MSCI Hong Kong PR USD PR 02-10-16 1.18 -11.67 -6.55 -12.63 -18.60 -3.51 -0.32
MSCI Japan NR USD TR 02-11-16 -4.73 -12.31 -8.40 -13.40 -4.77 4.33 1.21
MSCI Japan PR LCL PR 02-11-16 -9.01 -18.46 -12.68 -21.26 -12.96 8.89 5.28
MSCI North America NR USD TR 02-10-16 -3.33 -9.63 -3.84 -11.39 -10.89 6.89 7.23
MSCI Pacific Ex Japan NR USD TR 02-10-16 -0.68 -11.69 -3.85 -8.03 -20.98 -7.03 -1.67
MSCI Pacific Ex Japan PR LCL PR 02-10-16 -0.80 -10.37 -5.10 -9.04 -19.45 -2.97 -1.31
MSCI Pacific NR USD TR 02-10-16 -5.18 -13.48 -8.21 -12.76 -12.66 -0.70 -0.11
MSCI Pacific PR LCL PR 02-10-16 -7.10 -15.92 -10.30 -17.35 -15.55 4.01 2.49
MSCI World ex USA NR USD TR 02-10-16 -3.70 -11.44 -5.63 -12.38 -15.31 -1.54 -0.48
MSCI World Ex USA PR LCL PR 02-10-16 -4.77 -12.96 -7.31 -14.52 -15.35 1.89 0.67
Nikkei 225 Average PR JPY PR 02-10-16 -8.60 -17.44 -11.21 -20.12 -10.99 12.10 8.18
S&P BSE SENSEX India INR PR 02-11-16 -5.70 -12.12 -7.55 -11.27 -19.56 5.65 5.30
S&P/ASX All Ordinaries PR PR 02-11-16 -3.15 -8.86 -2.40 -5.99 -15.02 -0.74 -0.40
S&P/TSX Composite PR PR 02-10-16 -3.23 -6.34 -2.09 -9.14 -19.37 -1.63 -2.51
SIX SMI PR CHF PR 02-11-16 -6.33 -14.99 -8.73 -15.62 -12.60 0.40 2.38
SIX SMI TR CHF PR 02-11-16 -6.33 -14.99 -8.73 -15.62 -9.94 3.49 5.70
SSE Composite PR CNY PR 02-05-16 0.95 -21.92 -15.94 -21.55 -11.89 4.34 -0.26
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq TR 12-21-12 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
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 02-10-16 -2.85 -9.63 -4.13 -11.43 -12.82 2.94 4.42
Con Tgt Risk TR USD TR 02-10-16 -0.17 -0.34 0.36 -0.58 -1.54 1.44 3.32
Mod Agg Tgt Risk TR USD TR 02-10-16 -2.32 -7.77 -3.21 -9.33 -10.66 2.75 4.31
Mod Con Tgt Risk TR USD TR 02-10-16 -0.88 -2.80 -0.77 -3.44 -4.24 2.26 3.96
Mod Tgt Risk TR USD TR 02-10-16 -1.56 -5.27 -1.94 -6.39 -7.51 2.56 4.25
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 02-10-16 -1.34 -3.90 -1.39 -4.88 -5.87 2.30 4.19
Lifetime Agg 2005 TR USD TR 02-10-16 -1.40 -4.24 -1.53 -5.27 -6.36 2.58 4.41
Lifetime Agg 2010 TR USD TR 02-10-16 -1.52 -4.79 -1.77 -5.90 -7.07 2.86 4.60
Lifetime Agg 2015 TR USD TR 02-10-16 -1.72 -5.55 -2.12 -6.78 -7.99 3.16 4.76
Lifetime Agg 2020 TR USD TR 02-10-16 -2.02 -6.60 -2.63 -7.99 -9.23 3.43 4.88
Lifetime Agg 2025 TR USD TR 02-10-16 -2.38 -7.83 -3.25 -9.41 -10.67 3.54 4.91
Lifetime Agg 2030 TR USD TR 02-10-16 -2.72 -8.93 -3.81 -10.69 -12.00 3.43 4.83
Lifetime Agg 2035 TR USD TR 02-10-16 -2.91 -9.60 -4.16 -11.47 -12.88 3.17 4.65
Lifetime Agg 2040 TR USD TR 02-10-16 -2.96 -9.84 -4.29 -11.76 -13.28 2.91 4.46
Lifetime Agg 2045 TR USD TR 02-10-16 -2.95 -9.88 -4.30 -11.82 -13.45 2.68 4.28
Lifetime Agg 2050 TR USD TR 02-10-16 -2.92 -9.89 -4.30 -11.85 -13.58 2.46 4.11
Lifetime Agg 2055 TR USD TR 02-10-16 -2.89 -9.89 -4.30 -11.87 -13.72 2.24 3.93
Lifetime Agg Incm TR USD TR 02-10-16 -1.32 -3.84 -1.36 -4.81 -5.78 2.20 4.10
Lifetime Con 2000 TR USD TR 02-10-16 -0.47 -0.88 0.02 -1.38 -2.62 0.90 3.28
Lifetime Con 2005 TR USD TR 02-10-16 -0.42 -0.89 0.05 -1.39 -2.77 1.19 3.59
Lifetime Con 2010 TR USD TR 02-10-16 -0.43 -1.11 -0.02 -1.63 -3.14 1.52 3.92
Lifetime Con 2015 TR USD TR 02-10-16 -0.50 -1.50 -0.17 -2.08 -3.69 1.85 4.21
Lifetime Con 2020 TR USD TR 02-10-16 -0.61 -2.04 -0.39 -2.70 -4.38 2.16 4.45
Lifetime Con 2025 TR USD TR 02-10-16 -0.79 -2.77 -0.72 -3.57 -5.28 2.51 4.64
Lifetime Con 2030 TR USD TR 02-10-16 -1.09 -3.89 -1.25 -4.87 -6.56 2.86 4.78
Lifetime Con 2035 TR USD TR 02-10-16 -1.51 -5.33 -1.95 -6.55 -8.20 3.05 4.82
Lifetime Con 2040 TR USD TR 02-10-16 -1.92 -6.71 -2.64 -8.16 -9.83 2.98 4.75
Lifetime Con 2045 TR USD TR 02-10-16 -2.18 -7.61 -3.10 -9.21 -10.95 2.74 4.57
Lifetime Con 2050 TR USD TR 02-10-16 -2.29 -8.03 -3.31 -9.71 -11.59 2.47 4.40
Lifetime Con 2055 TR USD TR 02-10-16 -2.30 -8.16 -3.37 -9.88 -11.87 2.26 4.23
Lifetime Con Incm TR USD TR 02-10-16 -0.46 -0.87 0.02 -1.37 -2.57 0.84 3.13
Lifetime Mod 2000 TR USD TR 02-10-16 -0.92 -2.48 -0.72 -3.23 -4.33 1.64 3.78
Lifetime Mod 2005 TR USD TR 02-10-16 -0.92 -2.64 -0.76 -3.42 -4.64 1.91 4.04
Lifetime Mod 2010 TR USD TR 02-10-16 -0.98 -3.00 -0.91 -3.83 -5.15 2.21 4.29
Lifetime Mod 2015 TR USD TR 02-10-16 -1.10 -3.54 -1.14 -4.46 -5.85 2.51 4.50
Lifetime Mod 2020 TR USD TR 02-10-16 -1.30 -4.33 -1.50 -5.37 -6.80 2.86 4.69
Lifetime Mod 2025 TR USD TR 02-10-16 -1.63 -5.49 -2.06 -6.72 -8.14 3.17 4.82
Lifetime Mod 2030 TR USD TR 02-10-16 -2.04 -6.90 -2.76 -8.35 -9.76 3.31 4.84
Lifetime Mod 2035 TR USD TR 02-10-16 -2.42 -8.15 -3.40 -9.80 -11.26 3.20 4.74
Lifetime Mod 2040 TR USD TR 02-10-16 -2.65 -8.93 -3.80 -10.71 -12.26 2.95 4.56
Lifetime Mod 2045 TR USD TR 02-10-16 -2.72 -9.22 -3.95 -11.07 -12.73 2.69 4.37
Lifetime Mod 2050 TR USD TR 02-10-16 -2.72 -9.30 -3.99 -11.18 -12.95 2.46 4.21
Lifetime Mod 2055 TR USD TR 02-10-16 -2.69 -9.33 -3.99 -11.23 -13.12 2.24 4.03
Lifetime Mod Incm TR USD TR 02-10-16 -0.91 -2.44 -0.70 -3.19 -4.26 1.56 3.66
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 02-10-16 0.11 -0.56 -0.19 -0.60 -2.55 -4.72 -4.29
Lng/Shrt Cmdty TR TR 02-10-16 0.50 -1.48 -1.14 -1.29 0.39 -1.11 -2.85
Lng-Only Cmdty TR TR 02-10-16 -4.04 -9.04 -5.52 -17.61 -31.55 -22.19 -14.39
Shrt/Flt Cmdty TR TR 02-10-16 0.39 -0.90 -0.92 -0.69 2.99 3.73 1.43
Shrt-Only Cmdty TR TR 02-10-16 5.90 9.82 5.63 22.91 41.13 25.11 12.87
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