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 04-15-14 -0.65 0.11 -0.44 -0.11 21.74 14.10 19.77
Style
Large Cap TR 04-15-14 -0.42 0.13 0.24 0.06 20.56 14.34 18.50
Large Core TR 04-15-14 -0.42 1.48 0.99 1.50 20.87 16.50 19.75
Large Growth TR 04-15-14 -0.72 -2.16 -2.86 -2.26 22.00 14.68 19.34
Large Value TR 04-15-14 -0.12 1.26 2.88 1.11 18.90 11.95 16.48
Mid Cap TR 04-15-14 -1.12 0.70 -1.83 0.02 24.91 13.69 23.05
Mid Core TR 04-15-14 -1.19 1.83 -1.29 0.68 23.16 14.35 23.74
Mid Growth TR 04-15-14 -1.33 -1.56 -4.65 -2.52 22.95 10.97 21.41
Mid Value TR 04-15-14 -0.82 2.12 0.81 2.21 28.91 15.87 24.00
Small Cap TR 04-15-14 -1.65 -1.91 -3.46 -2.30 24.93 12.60 23.18
Small Core TR 04-15-14 -1.65 -0.43 -2.87 -0.36 24.93 11.64 22.50
Small Growth TR 04-15-14 -1.94 -5.88 -6.38 -6.59 25.52 11.65 22.14
Small Value TR 04-15-14 -1.38 0.52 -1.20 0.03 24.35 14.56 24.87
US Core TR 04-15-14 -0.66 1.42 0.27 1.21 21.61 15.74 20.79
US Growth TR 04-15-14 -0.92 -2.28 -3.46 -2.59 22.40 13.70 20.00
US Value TR 04-15-14 -0.35 1.38 2.17 1.26 21.31 12.93 18.56
Sector
Cyclical TR 04-15-14 -1.24 -2.06 -2.03 -1.87 21.30 13.98 20.03
— Basic Materials TR 04-15-14 -0.71 1.07 -0.46 1.35 24.34 5.10 17.28
— Consumer Cyclical TR 04-15-14 -1.86 -5.14 -4.12 -3.14 21.43 18.47 27.17
— Financial Services TR 04-15-14 -1.12 -2.81 -1.50 -3.58 25.29 13.94 16.61
— Real Estate TR 04-15-14 -0.11 10.72 1.84 7.60 1.88 9.67 23.33
Defensive TR 04-15-14 -0.36 2.62 -0.85 1.45 16.93 17.75 18.27
— Consumer Defensive TR 04-15-14 0.03 0.56 1.61 1.85 11.56 14.98 18.04
— Healthcare TR 04-15-14 -1.02 1.86 -3.72 -1.40 23.31 21.22 21.53
— Utilities TR 04-15-14 1.13 11.93 4.28 12.66 11.26 14.19 15.90
Sensitive TR 04-15-14 -0.27 0.49 1.18 0.48 25.33 12.20 18.92
— Communication Services TR 04-15-14 -1.67 -2.46 0.61 -2.20 11.29 15.75 21.17
— Energy TR 04-15-14 1.47 3.79 5.80 6.63 25.40 8.19 19.38
— Industrials TR 04-15-14 -0.63 -1.60 -0.22 -1.75 29.24 14.14 22.33
— Technology TR 04-15-14 -0.80 0.55 -0.52 -0.87 26.63 12.60 19.50
Moat
Morningstar Wide Moat Focus TR 04-15-14 1.08 2.78 3.70 2.64 31.16 18.26 22.85
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 04-15-14 0.04 -1.27 1.30 -0.77 14.10 12.53 18.28
NASDAQ Composite PR PR 04-15-14 -1.92 -3.41 -4.98 -4.29 25.42 13.42 19.92
NYSE Composite PR --- 04-15-14 -0.48 0.02 1.14 0.16 16.17 7.38 14.07
Russell 2000 TR TR 04-15-14 -2.14 -3.46 -5.13 -4.12 25.03 11.81 21.03
S&P 500 TR TR 04-15-14 -0.47 0.29 0.23 0.23 21.25 14.23 19.19
S&P MidCap 400 TR 04-15-14 -1.35 -0.31 -2.17 -1.18 21.69 12.36 22.08
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 04-15-14 0.33 2.57 0.52 1.88 -0.09 4.01 4.60
Intermediate Core Bond TR 04-15-14 0.24 2.24 0.26 1.60 0.50 3.78 4.33
Long-Term Core Bond TR 04-15-14 0.89 6.48 1.95 4.83 -2.43 7.87 8.20
Short-Term Core Bond TR 04-15-14 0.10 0.52 0.05 0.45 0.72 1.53 2.37
Corporate
Corp Bond TR 04-15-14 0.48 3.95 1.31 2.97 1.14 6.10 8.88
Intermediate Corp Bond TR 04-15-14 0.33 2.58 0.67 1.90 1.77 5.76 8.77
Long-Term Corp Bond TR 04-15-14 0.81 6.66 2.43 5.07 0.22 8.33 11.87
Short-Term Corp Bond TR 04-15-14 0.11 1.05 0.24 0.77 2.06 3.11 4.96
Government
Intermediate US Govt Bond TR 04-15-14 0.31 1.67 -0.13 1.17 -1.74 3.31 3.26
Long-Term US Govt Bond TR 04-15-14 1.00 6.85 1.36 4.78 -4.95 7.08 4.96
Short-Term US Govt Bond TR 04-15-14 0.10 0.36 -0.01 0.34 0.32 1.07 1.46
US Govt Bond TR 04-15-14 0.33 1.94 0.23 1.42 -1.42 3.30 2.89
Other
Mortgage Bond TR 04-15-14 0.20 2.38 0.31 1.69 1.17 3.45 3.97
TIPS TR 04-15-14 0.66 2.94 0.20 1.74 -6.33 3.32 5.21
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 04-15-14 0.35 2.58 0.56 1.97 -0.22 3.82 4.80
Barclays US Government TR TR 04-15-14 0.33 1.87 0.25 1.42 -1.34 3.23 2.87
Barclays US MBS TR TR 04-15-14 0.21 2.29 0.36 1.69 0.49 2.86 3.59
BofAML US HY Master II TR TR 04-15-14 0.10 3.35 0.92 2.41 7.14 8.53 17.12
USTREAS T-Bill Auction Ave 3 --- 03-31-14 --- 0.01 0.00 0.01 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-14 --- 3.37 -0.38 3.37 -5.08 4.31 2.51
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 04-15-14 0.61 4.32 0.94 3.09 0.65 6.01 5.72
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 04-15-14 0.34 1.07 3.62 3.01 3.17 3.90 17.14
Euronext BEL 20 PR EUR PR 04-15-14 -1.64 4.22 1.54 3.01 17.48 3.97 10.52
Euronext Paris CAC 40 NR EUR TR 04-15-14 -1.75 1.32 3.21 0.47 20.08 6.11 11.29
Euronext Paris CAC 40 PR EUR PR 04-15-14 -1.80 1.15 3.06 0.31 17.11 3.02 7.79
FSE DAX PR EUR PR 04-15-14 -3.60 -4.56 0.98 -6.34 15.15 4.86 11.03
FSE DAX TR EUR TR 04-15-14 -3.34 -3.96 1.30 -5.75 18.94 8.52 15.06
FTSE 100 PR GBP PR 04-15-14 -0.74 -3.07 0.21 -4.08 3.12 2.95 10.51
FTSE 100 TR GBP TR 04-15-14 -0.72 -2.03 0.37 -3.10 6.90 6.80 14.59
FTSE 250 PR GBP PR 04-15-14 -2.65 -2.16 -3.31 -4.31 13.45 10.11 17.01
Hang Seng Hong Kong Composite PR HKD TR 04-16-14 -0.75 -3.45 5.07 -1.75 5.35 -2.51 7.83
Hang Seng HSI PR HKD PR 04-16-14 -0.31 -2.29 5.72 -0.93 5.08 -1.75 7.88
MSCI AC Far East Ex Japan PR USD PR 04-15-14 0.28 0.44 5.59 3.04 4.85 -1.04 11.41
MSCI ACWI PR USD PR 04-15-14 -1.04 -0.80 0.98 -0.48 13.22 5.54 13.21
MSCI EAFE NR USD TR 04-15-14 -1.60 -0.93 1.22 -0.98 13.67 6.20 13.96
MSCI EAFE PR LCL PR 04-15-14 -1.88 -3.16 0.85 -4.01 8.13 4.91 8.43
MSCI EASEA PR LCL PR 04-15-14 -1.53 -0.38 1.70 -1.72 10.50 3.78 9.39
MSCI EM Latin America PR USD PR 04-15-14 -2.53 0.43 13.55 3.30 -12.98 -11.30 5.44
MSCI EM PR LCL PR 04-15-14 -0.85 -0.80 4.82 1.07 4.47 -1.03 8.51
MSCI EM PR USD PR 04-15-14 -1.15 -0.28 6.63 2.25 -0.34 -5.41 9.20
MSCI Europe NR USD TR 04-15-14 -1.64 0.58 1.32 0.10 21.49 6.96 15.53
MSCI Europe PR LCL PR 04-15-14 -1.89 -0.77 1.40 -2.61 11.22 4.06 9.65
MSCI Hong Kong PR USD PR 04-15-14 2.21 1.33 7.24 2.47 7.61 2.82 13.00
MSCI Japan NR USD TR 04-15-14 -2.88 -9.62 -2.00 -9.37 -2.69 5.07 7.75
MSCI Japan PR LCL PR 04-15-14 -3.32 -13.28 -2.57 -12.52 -0.78 10.08 6.15
MSCI North America NR USD TR 04-15-14 -0.54 0.18 0.11 0.26 20.15 12.15 18.04
MSCI Pacific Ex Japan NR USD TR 04-15-14 0.54 5.23 5.83 7.35 4.05 4.58 17.72
MSCI Pacific Ex Japan PR LCL PR 04-15-14 0.39 1.13 3.22 2.92 6.97 2.87 8.71
MSCI Pacific NR USD TR 04-15-14 -1.55 -4.25 0.97 -3.39 -0.14 4.85 11.18
MSCI Pacific PR LCL PR 04-15-14 -1.88 -8.14 -0.34 -7.04 2.10 6.91 6.64
MSCI World Ex US NR USD TR 04-15-14 -1.54 -0.69 1.25 -0.58 13.70 5.43 13.80
MSCI World Ex USA PR LCL PR 04-15-14 -1.75 -2.50 0.80 -3.37 9.14 4.47 8.38
Nikkei 225 Average PR JPY PR 04-16-14 0.83 -11.50 0.63 -8.44 9.05 14.55 10.49
S&P BSE SENSEX India INR PR 04-16-14 -1.87 5.23 2.14 4.76 18.84 4.74 15.27
S&P/ASX All Ordinaries PR PR 04-16-14 -0.87 1.11 1.22 1.75 9.47 3.10 7.76
S&P/TSX Composite PR PR 04-15-14 -0.48 5.01 0.54 3.86 19.15 1.20 9.12
Shanghai SE Composite PR CNY PR 04-16-14 -0.01 -0.51 5.03 4.02 -4.09 -11.63 -3.64
SIX SMI CHF PR 04-15-14 -1.70 0.95 2.05 -1.70 6.78 8.96 10.33
SIX SMI TR CHF PR 04-15-14 -0.83 3.41 3.31 0.71 9.96 12.90 14.03
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 04-15-14 -0.88 0.62 0.57 0.66 17.59 9.76 17.43
Conservative Target Risk TR 04-15-14 0.12 2.02 0.39 1.66 3.60 4.86 6.74
Moderate Target Risk TR 04-15-14 -0.38 1.43 0.51 1.24 11.08 7.86 12.69
Moderately Aggr Target Risk TR 04-15-14 -0.67 0.92 0.54 0.88 14.84 8.93 15.40
Moderately Cons Target Risk TR 04-15-14 -0.14 1.65 0.42 1.37 7.39 6.47 9.75
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 04-15-14 -0.17 1.60 0.24 1.24 8.56 7.02 11.67
Lifetime Aggressive 2005 TR 04-15-14 -0.21 1.67 0.30 1.31 9.50 7.47 12.60
Lifetime Aggressive 2010 TR 04-15-14 -0.28 1.66 0.35 1.33 10.72 7.95 13.69
Lifetime Aggressive 2015 TR 04-15-14 -0.38 1.55 0.39 1.27 12.29 8.46 14.90
Lifetime Aggressive 2020 TR 04-15-14 -0.51 1.33 0.41 1.12 14.21 9.02 16.12
Lifetime Aggressive 2025 TR 04-15-14 -0.66 1.04 0.41 0.91 16.10 9.55 17.10
Lifetime Aggressive 2030 TR 04-15-14 -0.79 0.78 0.42 0.73 17.42 9.89 17.66
Lifetime Aggressive 2035 TR 04-15-14 -0.86 0.64 0.45 0.64 17.93 9.97 17.84
Lifetime Aggressive 2040 TR 04-15-14 -0.88 0.61 0.49 0.63 17.89 9.85 17.83
Lifetime Aggressive 2045 TR 04-15-14 -0.90 0.61 0.55 0.65 17.71 9.67 17.77
Lifetime Aggressive 2050 TR 04-15-14 -0.91 0.61 0.60 0.68 17.49 9.48 17.70
Lifetime Aggressive 2055 TR 04-15-14 -0.92 0.61 0.66 0.70 17.27 9.28 17.61
Lifetime Aggressive Income TR 04-15-14 -0.16 1.56 0.21 1.20 8.28 6.86 11.11
Lifetime Conservative 2000 TR 04-15-14 0.16 2.14 0.27 1.63 2.99 4.81 7.67
Lifetime Conservative 2005 TR 04-15-14 0.16 2.35 0.37 1.82 3.50 5.27 8.36
Lifetime Conservative 2010 TR 04-15-14 0.13 2.50 0.45 1.96 4.31 5.82 9.20
Lifetime Conservative 2015 TR 04-15-14 0.09 2.59 0.52 2.05 5.32 6.38 10.16
Lifetime Conservative 2020 TR 04-15-14 0.03 2.61 0.58 2.09 6.51 6.91 11.25
Lifetime Conservative 2025 TR 04-15-14 -0.07 2.51 0.62 2.04 8.07 7.44 12.56
Lifetime Conservative 2030 TR 04-15-14 -0.22 2.25 0.64 1.86 10.14 8.03 13.98
Lifetime Conservative 2035 TR 04-15-14 -0.40 1.88 0.63 1.59 12.34 8.61 15.22
Lifetime Conservative 2040 TR 04-15-14 -0.55 1.53 0.63 1.34 14.04 9.07 16.02
Lifetime Conservative 2045 TR 04-15-14 -0.64 1.34 0.66 1.22 14.77 9.21 16.34
Lifetime Conservative 2050 TR 04-15-14 -0.68 1.27 0.70 1.19 14.96 9.20 16.46
Lifetime Conservative 2055 TR 04-15-14 -0.70 1.25 0.75 1.19 14.91 9.07 16.43
Lifetime Conservative Income TR 04-15-14 0.15 2.04 0.23 1.55 2.87 4.56 7.26
Lifetime Moderate 2000 TR 04-15-14 -0.01 1.86 0.26 1.43 5.88 5.99 9.76
Lifetime Moderate 2005 TR 04-15-14 -0.03 2.00 0.33 1.56 6.57 6.44 10.54
Lifetime Moderate 2010 TR 04-15-14 -0.08 2.07 0.40 1.64 7.53 6.94 11.48
Lifetime Moderate 2015 TR 04-15-14 -0.14 2.07 0.46 1.66 8.76 7.45 12.59
Lifetime Moderate 2020 TR 04-15-14 -0.25 1.96 0.49 1.59 10.42 7.99 13.90
Lifetime Moderate 2025 TR 04-15-14 -0.40 1.69 0.51 1.41 12.53 8.59 15.27
Lifetime Moderate 2030 TR 04-15-14 -0.57 1.34 0.50 1.16 14.65 9.16 16.38
Lifetime Moderate 2035 TR 04-15-14 -0.71 1.04 0.51 0.94 16.14 9.53 17.04
Lifetime Moderate 2040 TR 04-15-14 -0.79 0.87 0.53 0.84 16.78 9.64 17.30
Lifetime Moderate 2045 TR 04-15-14 -0.82 0.83 0.58 0.82 16.80 9.54 17.33
Lifetime Moderate 2050 TR 04-15-14 -0.83 0.82 0.63 0.84 16.67 9.40 17.30
Lifetime Moderate 2055 TR 04-15-14 -0.84 0.82 0.69 0.86 16.49 9.22 17.22
Lifetime Moderate Income TR 04-15-14 -0.01 1.78 0.22 1.36 5.69 5.79 9.29
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 04-15-14 1.04 1.65 1.93 2.33 2.18 -5.65 3.28
Long/Short Commodity TR 04-15-14 1.30 -1.67 2.34 -0.93 1.55 -5.72 1.13
Long-Only Commodity TR 04-15-14 0.81 8.24 1.58 9.55 10.98 -2.67 9.11
Short/Flat Commodity TR 04-15-14 0.21 -3.23 0.31 -3.14 -0.43 -0.14 -1.87
Short-Only Commodity TR 04-15-14 -0.88 -8.50 -1.79 -9.48 -10.55 -0.88 -10.21
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