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 09-19-14 0.96 9.65 1.31 2.56 18.26 21.16 16.13
Style
Large Cap TR 09-19-14 1.35 10.41 1.70 3.28 19.24 21.11 15.61
Large Core TR 09-19-14 1.47 10.73 2.56 3.16 17.39 23.19 16.40
Large Growth TR 09-19-14 0.82 11.08 0.55 4.53 22.82 20.53 16.89
Large Value TR 09-19-14 1.79 9.46 2.07 2.15 17.48 19.86 13.68
Mid Cap TR 09-19-14 0.11 9.24 0.56 1.52 17.08 21.54 17.77
Mid Core TR 09-19-14 0.08 11.18 0.53 2.20 19.42 22.67 18.70
Mid Growth TR 09-19-14 0.04 7.18 0.65 2.02 13.06 17.70 17.21
Mid Value TR 09-19-14 0.21 9.66 0.49 0.34 19.18 24.41 17.40
Small Cap TR 09-19-14 -0.85 2.69 -0.72 -2.06 11.33 20.31 16.23
Small Core TR 09-19-14 -0.78 4.57 -0.53 -1.87 13.64 20.10 15.81
Small Growth TR 09-19-14 -1.09 -1.54 -0.74 -2.47 4.95 18.37 16.17
Small Value TR 09-19-14 -0.68 5.01 -0.89 -1.85 15.67 22.49 16.64
US Core TR 09-19-14 1.03 10.37 1.93 2.61 17.53 22.87 16.88
US Growth TR 09-19-14 0.54 9.45 0.49 3.57 19.53 19.81 16.95
US Value TR 09-19-14 1.31 9.20 1.56 1.52 17.73 20.98 14.65
Sector
Cyclical TR 09-19-14 0.92 6.20 1.69 3.08 14.42 22.95 14.70
— Basic Materials TR 09-19-14 1.70 10.40 0.54 2.83 18.47 14.28 11.85
— Consumer Cyclical TR 09-19-14 0.24 2.46 0.69 3.06 11.31 23.53 21.44
— Financial Services TR 09-19-14 1.52 6.36 4.23 4.05 16.45 27.21 11.74
— Real Estate TR 09-19-14 -0.23 16.19 -4.07 -0.61 12.32 13.68 14.90
Defensive TR 09-19-14 1.54 14.33 2.75 4.38 20.90 22.18 16.90
— Consumer Defensive TR 09-19-14 1.33 8.87 2.51 1.70 14.31 17.55 15.90
— Healthcare TR 09-19-14 1.78 18.16 3.23 7.78 27.10 28.98 20.62
— Utilities TR 09-19-14 1.13 14.68 1.41 -1.54 16.11 12.90 12.44
Sensitive TR 09-19-14 0.64 10.56 0.77 1.70 20.76 19.72 15.57
— Communication Services TR 09-19-14 1.18 8.81 3.25 4.27 18.05 22.74 19.15
— Energy TR 09-19-14 0.85 9.71 -1.26 -3.95 15.72 15.46 14.17
— Industrials TR 09-19-14 0.86 5.05 0.98 -0.22 16.26 22.63 17.13
— Technology TR 09-19-14 0.16 15.55 1.15 5.86 27.67 19.68 15.98
Moat
Morningstar Wide Moat Focus TR 09-19-14 0.95 10.74 2.29 4.33 16.66 24.77 16.83
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 09-19-14 1.73 6.05 2.34 2.70 13.09 17.84 14.92
NASDAQ Composite PR PR 09-19-14 0.27 9.65 1.15 5.06 20.86 20.57 16.51
NYSE Composite PR --- 09-19-14 0.72 5.67 0.55 -0.12 11.52 14.95 9.39
Russell 2000 TR TR 09-19-14 -1.16 -0.55 -1.22 -2.83 8.04 19.42 14.69
S&P 500 TR TR 09-19-14 1.27 10.39 1.63 3.12 19.16 21.24 15.90
S&P MidCap 400 TR 09-19-14 -0.19 6.79 0.03 0.17 14.76 20.21 16.82
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 09-19-14 0.17 3.83 -0.51 0.47 4.13 2.41 4.22
Intermediate Core Bond TR 09-19-14 0.14 3.55 -0.42 0.27 3.66 2.43 4.16
Long-Term Core Bond TR 09-19-14 0.50 9.41 -1.13 1.60 10.15 4.32 7.43
Short-Term Core Bond TR 09-19-14 0.00 0.71 -0.22 0.07 1.03 1.01 1.89
Corporate
Corp Bond TR 09-19-14 0.21 5.59 -0.72 0.61 7.32 5.14 6.38
Intermediate Corp Bond TR 09-19-14 0.07 3.79 -0.73 0.26 5.34 5.08 6.32
Long-Term Corp Bond TR 09-19-14 0.43 9.51 -1.00 1.22 12.00 6.69 8.47
Short-Term Corp Bond TR 09-19-14 0.01 1.44 -0.29 0.07 2.27 2.97 3.52
Government
Intermediate US Govt Bond TR 09-19-14 0.00 1.98 -0.94 0.02 1.61 0.79 3.63
Long-Term US Govt Bond TR 09-19-14 0.59 9.90 -1.27 2.11 8.56 2.10 6.26
Short-Term US Govt Bond TR 09-19-14 -0.01 0.49 -0.20 0.07 0.65 0.44 1.37
US Govt Bond TR 09-19-14 0.12 2.69 -0.63 0.48 2.44 1.00 3.28
Other
Mortgage Bond TR 09-19-14 0.20 4.07 -0.18 0.36 4.03 2.43 3.95
TIPS TR 09-19-14 -0.60 3.71 -2.41 -1.11 2.30 1.04 4.75
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 09-19-14 0.17 3.83 -0.52 0.46 4.29 2.29 4.20
Barclays US Government TR TR 09-19-14 0.11 2.60 -0.62 0.45 2.44 1.01 3.21
Barclays US MBS TR TR 09-19-14 0.19 3.86 -0.20 0.28 4.17 1.83 3.50
BofAML US HY Master II TR TR 09-19-14 0.21 4.90 -0.59 -0.62 8.12 10.22 10.94
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 08-31-14 --- 7.98 2.24 1.77 6.54 1.74 4.36
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 09-19-14 0.12 7.14 0.08 1.52 8.06 4.49 4.80
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 09-19-14 -1.49 2.44 -3.50 -0.71 1.84 8.60 10.86
Euronext BEL 20 PR EUR PR 09-19-14 1.50 10.14 1.79 1.50 13.34 15.30 5.20
Euronext Paris CAC 40 NR EUR TR 09-19-14 0.44 5.80 4.86 -2.11 8.55 17.96 6.07
Euronext Paris CAC 40 PR EUR PR 09-19-14 0.44 3.85 4.86 -2.23 6.07 14.91 3.11
FSE DAX PR EUR PR 09-19-14 1.53 -0.21 4.98 -2.05 9.64 17.95 7.88
FSE DAX TR EUR TR 09-19-14 1.53 2.59 4.98 -2.05 12.71 21.85 11.43
FTSE 100 PR GBP PR 09-19-14 0.45 1.32 0.86 0.44 3.21 9.14 5.74
FTSE 100 TR GBP TR 09-19-14 0.46 4.25 1.14 1.35 6.89 13.24 9.58
FTSE 250 PR GBP PR 09-19-14 0.94 -0.48 -0.23 1.12 4.77 15.74 11.25
Hang Seng Hong Kong Composite PR HKD TR 09-19-14 -1.27 2.01 -2.93 5.07 3.22 8.20 2.37
Hang Seng HSI PR HKD PR 09-19-14 -1.18 4.29 -3.25 4.91 3.42 8.71 2.37
MSCI AC Far East Ex Japan PR USD PR 09-19-14 -1.17 4.83 -3.04 2.13 5.09 7.48 5.27
MSCI ACWI PR USD PR 09-19-14 0.48 4.81 -0.04 -0.37 9.78 13.21 8.09
MSCI EAFE NR USD TR 09-19-14 0.03 1.39 -0.82 -4.17 5.84 14.04 6.93
MSCI EAFE PR LCL PR 09-19-14 0.62 3.52 2.62 0.73 7.82 14.37 5.15
MSCI EASEA PR LCL PR 09-19-14 0.39 4.10 2.18 -0.29 7.54 13.13 4.92
MSCI EM Latin America PR USD PR 09-19-14 0.07 6.40 -3.76 -0.64 -1.19 -2.84 -1.27
MSCI EM PR LCL PR 09-19-14 -0.10 6.54 -0.77 2.89 6.58 6.82 4.28
MSCI EM PR USD PR 09-19-14 -0.72 5.11 -2.82 0.38 3.07 3.54 2.78
MSCI Europe NR USD TR 09-19-14 0.50 1.29 0.26 -5.26 7.65 16.44 7.22
MSCI Europe PR LCL PR 09-19-14 0.78 4.31 3.25 -0.40 8.24 13.91 5.27
MSCI Hong Kong PR USD PR 09-19-14 -1.84 5.01 -4.24 3.62 6.28 10.87 7.32
MSCI Japan NR USD TR 09-19-14 0.01 -1.15 -1.51 -2.00 1.23 8.89 5.33
MSCI Japan PR LCL PR 09-19-14 1.51 1.49 4.37 4.80 8.99 20.12 7.02
MSCI North America NR USD TR 09-19-14 1.04 9.87 1.31 2.80 17.90 19.25 14.55
MSCI Pacific Ex Japan NR USD TR 09-19-14 -2.44 5.71 -5.27 -1.82 3.42 11.29 8.82
MSCI Pacific Ex Japan PR LCL PR 09-19-14 -1.74 2.40 -3.30 0.36 3.22 9.73 3.69
MSCI Pacific NR USD TR 09-19-14 -0.92 1.35 -2.95 -1.93 2.07 9.81 6.60
MSCI Pacific PR LCL PR 09-19-14 0.28 1.69 1.38 3.08 6.71 15.70 5.41
MSCI World ex USA NR USD TR 09-19-14 -0.01 2.27 -0.82 -3.62 6.59 13.30 6.92
MSCI World Ex USA PR LCL PR 09-19-14 0.39 4.33 2.28 0.87 8.82 13.69 5.14
Nikkei 225 Average PR JPY PR 09-19-14 2.34 0.18 5.64 6.25 10.53 22.57 9.49
S&P BSE SENSEX India INR PR 09-19-14 0.11 27.96 2.53 7.49 31.21 17.39 10.10
S&P/ASX All Ordinaries PR PR 09-19-14 -1.72 1.57 -3.22 -0.17 2.81 9.30 2.98
S&P/TSX Composite PR PR 09-19-14 -1.71 12.07 -1.37 1.01 18.09 7.84 5.93
Shanghai SE Composite PR CNY PR 09-19-14 -0.11 10.09 3.75 15.11 6.28 -1.50 -4.70
SIX SMI CHF PR 09-19-14 0.50 7.77 3.69 1.91 9.24 18.15 6.92
SIX SMI TR CHF PR 09-19-14 0.57 11.11 3.79 2.00 12.65 22.00 10.36
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 09-18-14 -0.04 6.78 0.59 0.42 13.24 15.89 12.54
Conservative Target Risk TR 09-18-14 -0.31 3.24 -0.86 -0.32 4.77 4.78 5.26
Moderate Target Risk TR 09-18-14 -0.16 5.39 -0.07 0.14 9.59 10.92 9.40
Moderately Aggr Target Risk TR 09-18-14 -0.07 6.13 0.32 0.30 11.61 13.73 11.19
Moderately Cons Target Risk TR 09-18-14 -0.23 4.34 -0.43 -0.03 7.23 7.97 7.39
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 09-18-14 -0.24 4.95 -0.29 0.01 8.07 9.15 8.77
Lifetime Aggressive 2005 TR 09-18-14 -0.23 5.30 -0.23 0.07 8.81 9.97 9.33
Lifetime Aggressive 2010 TR 09-18-14 -0.20 5.68 -0.13 0.14 9.65 10.98 9.98
Lifetime Aggressive 2015 TR 09-18-14 -0.17 6.06 0.01 0.22 10.62 12.21 10.73
Lifetime Aggressive 2020 TR 09-18-14 -0.11 6.44 0.21 0.33 11.70 13.62 11.53
Lifetime Aggressive 2025 TR 09-18-14 -0.06 6.75 0.43 0.42 12.69 14.95 12.22
Lifetime Aggressive 2030 TR 09-18-14 -0.01 6.90 0.60 0.47 13.32 15.82 12.64
Lifetime Aggressive 2035 TR 09-18-14 0.00 6.91 0.67 0.45 13.52 16.12 12.75
Lifetime Aggressive 2040 TR 09-18-14 -0.01 6.84 0.65 0.40 13.44 16.05 12.67
Lifetime Aggressive 2045 TR 09-18-14 -0.04 6.75 0.60 0.33 13.29 15.89 12.53
Lifetime Aggressive 2050 TR 09-18-14 -0.06 6.66 0.54 0.27 13.13 15.71 12.38
Lifetime Aggressive 2055 TR 09-18-14 -0.08 6.57 0.48 0.20 12.96 15.52 12.23
Lifetime Aggressive Income TR 09-18-14 -0.24 4.83 -0.29 0.01 7.83 8.84 8.53
Lifetime Conservative 2000 TR 09-18-14 -0.46 3.49 -1.01 -0.53 4.58 4.73 5.96
Lifetime Conservative 2005 TR 09-18-14 -0.46 3.87 -1.02 -0.49 5.20 5.29 6.39
Lifetime Conservative 2010 TR 09-18-14 -0.45 4.30 -0.98 -0.42 5.97 6.07 6.94
Lifetime Conservative 2015 TR 09-18-14 -0.43 4.73 -0.91 -0.35 6.81 6.97 7.55
Lifetime Conservative 2020 TR 09-18-14 -0.41 5.13 -0.81 -0.26 7.68 7.98 8.21
Lifetime Conservative 2025 TR 09-18-14 -0.37 5.54 -0.67 -0.17 8.67 9.23 8.98
Lifetime Conservative 2030 TR 09-18-14 -0.31 5.94 -0.45 -0.05 9.81 10.79 9.89
Lifetime Conservative 2035 TR 09-18-14 -0.24 6.28 -0.18 0.07 10.94 12.35 10.74
Lifetime Conservative 2040 TR 09-18-14 -0.18 6.49 0.04 0.15 11.76 13.51 11.34
Lifetime Conservative 2045 TR 09-18-14 -0.16 6.55 0.16 0.16 12.11 13.99 11.56
Lifetime Conservative 2050 TR 09-18-14 -0.16 6.53 0.16 0.13 12.18 14.10 11.59
Lifetime Conservative 2055 TR 09-18-14 -0.18 6.48 0.12 0.07 12.11 14.03 11.50
Lifetime Conservative Income TR 09-18-14 -0.45 3.37 -1.00 -0.53 4.39 4.51 5.75
Lifetime Moderate 2000 TR 09-18-14 -0.34 4.25 -0.63 -0.25 6.40 7.02 7.43
Lifetime Moderate 2005 TR 09-18-14 -0.34 4.61 -0.61 -0.20 7.05 7.69 7.91
Lifetime Moderate 2010 TR 09-18-14 -0.33 5.00 -0.55 -0.14 7.83 8.55 8.49
Lifetime Moderate 2015 TR 09-18-14 -0.30 5.39 -0.45 -0.06 8.70 9.57 9.15
Lifetime Moderate 2020 TR 09-18-14 -0.26 5.80 -0.30 0.04 9.71 10.88 9.95
Lifetime Moderate 2025 TR 09-18-14 -0.20 6.21 -0.07 0.16 10.89 12.45 10.84
Lifetime Moderate 2030 TR 09-18-14 -0.13 6.53 0.19 0.27 11.97 13.93 11.63
Lifetime Moderate 2035 TR 09-18-14 -0.08 6.71 0.39 0.33 12.69 14.92 12.13
Lifetime Moderate 2040 TR 09-18-14 -0.06 6.74 0.47 0.33 12.96 15.32 12.29
Lifetime Moderate 2045 TR 09-18-14 -0.07 6.69 0.47 0.28 12.93 15.31 12.24
Lifetime Moderate 2050 TR 09-18-14 -0.09 6.62 0.42 0.22 12.82 15.19 12.13
Lifetime Moderate 2055 TR 09-18-14 -0.11 6.54 0.37 0.16 12.68 15.03 11.99
Lifetime Moderate Income TR 09-18-14 -0.34 4.13 -0.63 -0.25 6.19 6.77 7.21
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 09-19-14 -0.28 -5.69 -0.64 -7.90 -7.13 -5.65 1.16
Long/Short Commodity TR 09-19-14 0.55 -4.26 1.84 -3.37 -2.38 -4.59 -0.04
Long-Only Commodity TR 09-19-14 -1.06 -6.01 -4.14 -13.98 -8.36 -4.29 3.61
Short/Flat Commodity TR 09-19-14 0.78 1.49 2.41 5.14 5.11 1.02 -1.11
Short-Only Commodity TR 09-19-14 1.02 4.15 4.43 15.65 7.74 1.18 -6.33
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