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 06-24-16 -1.64 0.70 -1.60 1.04 -2.56 10.99 11.95
Style
US Core TR 06-24-16 -1.46 1.24 -1.55 1.59 -2.38 10.69 12.89
US Growth TR 06-24-16 -1.75 -3.55 -2.87 -0.28 -5.72 12.58 12.27
US Large Cap TR 06-24-16 -1.61 0.05 -1.82 0.45 -1.55 11.12 12.34
US Large Core TR 06-24-16 -1.35 0.60 -1.68 1.27 -1.28 10.48 13.39
US Large Growth TR 06-24-16 -1.88 -4.45 -3.32 -1.50 -4.43 13.74 13.51
US Large Val TR 06-24-16 -1.62 4.59 -0.40 1.76 1.39 9.09 10.18
US Mid Cap TR 06-24-16 -1.65 2.55 -1.13 2.22 -4.22 11.27 11.31
US Mid Core TR 06-24-16 -1.75 2.44 -1.29 2.22 -4.08 12.09 12.32
US Mid Growth TR 06-24-16 -1.34 -0.48 -2.06 2.65 -8.75 9.80 8.96
US Mid Val TR 06-24-16 -1.85 5.73 -0.02 1.83 0.39 11.95 12.65
US Small Cap TR 06-24-16 -1.84 2.42 -0.58 3.99 -8.27 8.70 9.51
US Small Core TR 06-24-16 -1.69 3.51 -1.14 2.65 -8.28 8.96 9.07
US Small Growth TR 06-24-16 -1.53 -1.64 -0.04 6.18 -11.17 8.17 9.00
US Small Val TR 06-24-16 -2.27 5.52 -0.46 3.34 -5.19 8.97 10.51
US Value TR 06-24-16 -1.72 4.87 -0.34 1.87 0.72 9.68 10.71
Sector
Cyclical TR 06-24-16 -2.30 -3.03 -3.91 -0.14 -5.79 9.54 11.77
— Basic Materials TR 06-24-16 -2.57 8.07 -1.94 4.07 -4.11 7.92 4.53
— Consumer Cyclical TR 06-24-16 -2.40 -2.76 -2.54 -1.69 -3.62 11.58 14.91
— Financial Services TR 06-24-16 -2.81 -8.10 -7.25 -1.41 -12.24 7.38 11.22
— Real Estate TR 06-24-16 -0.05 7.56 2.76 5.90 13.08 12.58 11.02
Defensive TR 06-24-16 -0.74 2.33 0.54 3.23 1.37 14.83 15.68
— Consumer Defensive TR 06-24-16 -0.61 7.08 1.93 2.78 11.60 13.90 14.78
— Healthcare TR 06-24-16 -0.98 -3.87 -1.42 3.22 -8.67 15.84 17.32
— Utilities TR 06-24-16 -0.17 18.33 4.96 4.39 24.90 15.02 13.28
Sensitive TR 06-24-16 -1.71 2.81 -1.12 0.53 -2.43 9.85 9.93
— Communication Services TR 06-24-16 -0.17 8.67 1.40 2.83 6.29 12.18 14.03
— Energy TR 06-24-16 -0.67 12.23 1.07 8.72 -11.58 -2.59 0.86
— Industrials TR 06-24-16 -2.45 3.01 -1.74 -0.53 -0.70 11.59 11.44
— Technology TR 06-24-16 -2.07 -2.78 -2.68 -2.43 -3.28 13.92 12.31
Moat
Morningstar Wide Moat Focus TR 06-24-16 -2.34 10.69 -1.97 4.72 5.04 12.27 14.34
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 06-24-16 -1.55 1.22 -1.55 0.00 -0.54 8.51 10.63
NASDAQ Composite PR PR 06-24-16 -1.92 -5.98 -3.15 -1.37 -8.09 12.34 12.16
NYSE Composite PR --- 06-24-16 -1.59 0.40 -1.64 0.96 -7.98 4.62 5.01
Russell 2000 TR TR 06-24-16 -1.48 -0.02 -0.54 4.85 -10.85 7.30 8.68
--- TR 06-24-16 -1.62 0.76 -1.69 0.62 -1.23 11.33 12.34
S&P MidCap 400 TR 06-24-16 -1.51 5.06 -0.76 3.53 -3.38 10.72 10.71
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 06-24-16 0.22 4.78 1.51 2.31 5.89 4.27 3.69
US Inter Core Bd TR Bond TR 06-24-16 0.22 3.83 1.12 1.80 5.13 4.22 3.50
US Lng Core Bd TR Bond TR 06-24-16 0.30 10.17 3.13 4.81 12.17 7.87 7.09
US Shrt Core Bd TR Bond TR 06-24-16 0.14 1.97 0.75 1.05 2.05 1.56 1.32
Corporate
US Corp Bd TR Bond TR 06-23-16 -0.34 6.11 1.30 2.83 6.53 5.12 4.89
US Inter Corp Bd TR Bond TR 06-23-16 -0.20 4.88 1.13 2.26 5.02 4.52 4.50
US Lng Corp Bd TR Bond TR 06-23-16 -0.59 9.48 1.89 4.26 10.30 7.30 6.76
US Shrt Corp Bd TR Bond TR 06-23-16 -0.07 2.35 0.56 1.23 2.47 2.31 2.43
Government
US Gov Bd TR Bond TR 06-23-16 -0.92 3.80 0.81 1.17 5.21 3.11 2.93
US Inter Gov Bd TR Bond TR 06-23-16 -0.75 3.63 0.81 1.17 4.82 3.01 2.69
US Lng Gov Bd TR Bond TR 06-23-16 -2.28 8.20 1.48 2.20 12.56 7.56 6.96
US Shrt Gov Bd TR Bond TR 06-23-16 -0.21 1.38 0.39 0.52 1.50 1.13 0.91
Other
Mortgage TR Bond TR 06-24-16 0.18 3.22 0.73 1.43 4.88 4.38 3.47
TIPS TR TR 06-23-16 -0.57 4.93 0.89 1.45 3.44 2.36 2.36
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 06-24-16 0.19 4.74 1.49 2.29 5.57 4.08 3.46
Barclays US Government TR TR 06-24-16 0.21 4.64 1.75 2.12 5.72 3.37 3.03
Barclays US MBS TR TR 06-24-16 0.15 2.88 0.71 1.33 4.24 3.95 2.88
BofAML US HY Master II TR TR 06-24-16 0.13 8.49 0.87 5.45 0.26 4.26 5.67
USTREAS T-Bill Auction Ave 3 --- 05-31-16 --- 0.12 0.02 0.07 0.17 0.08 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 05-31-16 --- 4.70 0.06 -0.46 4.63 3.24 4.29
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 06-24-16 0.35 4.21 1.43 2.95 7.71 5.99 5.22
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 06-24-16 0.33 0.96 0.34 -5.99 -13.13 -9.42 -4.98
Euronext BEL 20 PR EUR PR 06-24-16 -1.96 -11.52 -4.93 -2.81 -11.98 10.10 5.42
Euronext Paris CAC 40 NR EUR TR 06-24-16 -2.02 -9.44 -6.70 -3.24 -16.35 7.06 4.35
Euronext Paris CAC 40 PR EUR PR 06-24-16 -2.08 -11.44 -7.33 -5.15 -18.60 4.53 1.65
FSE DAX PR EUR PR 06-24-16 -0.77 -13.66 -5.27 -5.48 -19.14 4.59 2.87
FSE DAX TR EUR TR 06-24-16 -0.77 -11.04 -4.97 -2.99 -16.69 7.50 6.06
FTSE 100 PR GBP PR 06-24-16 1.95 -1.66 -1.30 0.53 -10.32 0.60 1.50
FTSE 100 TR GBP TR 06-24-16 1.99 0.60 -0.99 1.69 -6.67 4.37 5.34
FTSE 250 PR GBP PR 06-24-16 -2.03 -7.70 -6.11 -3.52 -10.25 6.62 6.89
Hang Seng Hong Kong Composite PR HKD TR 06-24-16 0.28 -9.05 1.73 -1.27 -27.65 0.21 -2.68
Hang Seng HSI PR HKD PR 06-24-16 0.44 -7.55 2.16 -0.43 -26.07 0.74 -1.79
MSCI AC Far East Ex Japan PR USD PR 06-24-16 -0.34 -2.50 2.16 -2.23 -19.91 -0.18 -2.71
MSCI ACWI PR USD PR 06-24-16 -1.48 -2.78 -2.26 -0.83 -10.83 3.90 3.42
MSCI EAFE NR USD TR 06-24-16 -1.73 -6.93 -4.37 -1.91 -15.73 2.02 2.05
MSCI EAFE PR LCL PR 06-24-16 -0.91 -11.87 -5.22 -4.53 -18.79 3.15 3.26
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 06-24-16 -0.07 -8.34 -4.08 -2.51 -15.21 3.49 2.50
MSCI EM Latin America PR USD PR 06-24-16 1.55 16.73 2.84 2.66 -16.69 -10.39 -12.97
MSCI EM PR LCL PR 06-24-16 -0.09 -0.12 1.15 -1.37 -13.54 2.25 -0.60
MSCI EM PR USD PR 06-24-16 -0.04 1.48 2.27 -0.95 -18.87 -3.01 -6.30
MSCI Europe NR USD TR 06-24-16 -2.11 -7.58 -6.14 -2.54 -17.42 1.94 1.64
MSCI Europe PR LCL PR 06-24-16 0.05 -8.99 -4.47 -2.82 -15.48 3.79 2.75
MSCI Hong Kong PR USD PR 06-24-16 0.09 -4.53 1.49 -0.83 -18.66 2.89 1.56
MSCI Japan NR USD TR 06-24-16 -1.74 -8.25 -2.12 -1.27 -12.82 2.58 3.92
MSCI Japan PR LCL PR 06-24-16 -3.74 -22.73 -9.00 -11.18 -29.62 2.40 6.97
MSCI North America NR USD TR 06-24-16 -1.58 0.93 -1.54 1.00 -3.02 9.91 10.43
MSCI Pacific Ex Japan NR USD TR 06-24-16 0.26 -0.15 0.95 0.35 -12.09 1.02 1.02
MSCI Pacific Ex Japan PR LCL PR 06-24-16 -0.68 -4.45 -2.07 -0.79 -14.45 1.54 1.27
MSCI Pacific NR USD TR 06-24-16 -1.07 -5.60 -1.09 -0.72 -12.56 2.06 2.88
MSCI Pacific PR LCL PR 06-24-16 -2.67 -16.98 -6.67 -7.68 -24.84 1.87 4.46
MSCI World ex USA NR USD TR 06-24-16 -1.61 -5.35 -3.93 -1.22 -15.25 1.89 1.65
MSCI World Ex USA PR LCL PR 06-24-16 -0.84 -10.60 -4.85 -3.89 -17.98 3.30 3.02
Nikkei 225 Average PR JPY PR 06-24-16 -4.15 -21.44 -9.37 -11.49 -28.35 4.61 9.09
S&P BSE SENSEX India INR PR 06-24-16 -0.86 1.07 4.32 4.18 -4.80 12.50 7.67
S&P/ASX All Ordinaries PR PR 06-24-16 -1.06 -2.84 -3.15 0.80 -8.46 3.74 2.61
S&P/TSX Composite PR PR 06-24-16 -0.07 6.78 -0.44 4.00 -7.06 5.48 1.48
SIX SMI PR CHF PR 06-24-16 0.44 -12.14 -4.65 -0.37 -14.70 2.24 5.25
SIX SMI TR CHF PR 06-24-16 0.44 -9.16 -4.65 1.59 -11.69 5.53 8.69
SSE Composite PR CNY PR 06-24-16 -1.07 -19.35 1.16 -3.60 -39.14 13.29 0.77
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 06-24-16 -1.40 0.78 -1.27 1.28 -6.48 6.79 7.08
Con Tgt Risk TR USD TR 06-23-16 0.44 4.75 1.65 2.59 3.48 3.53 3.77
Mod Agg Tgt Risk TR USD TR 06-23-16 2.78 5.29 3.63 4.94 -1.55 7.06 7.17
Mod Con Tgt Risk TR USD TR 06-23-16 1.15 4.99 2.32 3.39 2.25 5.03 5.21
Mod Tgt Risk TR USD TR 06-23-16 1.90 5.22 2.99 4.14 0.48 6.11 6.30
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 06-23-16 1.27 4.85 2.34 3.59 0.96 5.48 5.70
Lifetime Agg 2005 TR USD TR 06-23-16 1.37 5.07 2.50 3.81 0.96 5.88 6.10
Lifetime Agg 2010 TR USD TR 06-23-16 1.54 5.26 2.69 4.06 0.77 6.33 6.55
Lifetime Agg 2015 TR USD TR 06-23-16 1.78 5.39 2.92 4.34 0.37 6.83 7.02
Lifetime Agg 2020 TR USD TR 06-23-16 2.10 5.44 3.20 4.66 -0.33 7.37 7.52
Lifetime Agg 2025 TR USD TR 06-23-16 2.51 5.40 3.51 5.00 -1.26 7.81 7.93
Lifetime Agg 2030 TR USD TR 06-23-16 2.90 5.34 3.79 5.29 -2.19 8.04 8.13
Lifetime Agg 2035 TR USD TR 06-23-16 3.18 5.29 3.99 5.47 -2.84 8.03 8.10
Lifetime Agg 2040 TR USD TR 06-23-16 3.31 5.29 4.09 5.55 -3.16 7.91 7.95
Lifetime Agg 2045 TR USD TR 06-23-16 3.37 5.31 4.13 5.56 -3.33 7.76 7.77
Lifetime Agg 2050 TR USD TR 06-24-16 -1.43 0.88 -1.23 1.51 -7.06 6.55 6.77
Lifetime Agg 2055 TR USD TR 06-24-16 -1.41 0.89 -1.19 1.52 -7.22 6.40 6.57
Lifetime Agg Incm TR USD TR 06-23-16 1.27 4.86 2.34 3.59 1.00 5.38 5.57
Lifetime Con 2000 TR USD TR 06-23-16 0.47 4.76 1.64 2.73 2.52 3.57 3.71
Lifetime Con 2005 TR USD TR 06-23-16 0.48 5.10 1.75 2.91 2.89 3.93 4.11
Lifetime Con 2010 TR USD TR 06-23-16 0.54 5.41 1.90 3.13 3.10 4.37 4.58
Lifetime Con 2015 TR USD TR 06-23-16 0.65 5.69 2.08 3.39 3.14 4.84 5.06
Lifetime Con 2020 TR USD TR 06-23-16 0.81 5.91 2.28 3.66 3.03 5.32 5.54
Lifetime Con 2025 TR USD TR 06-23-16 1.03 6.07 2.51 3.94 2.69 5.85 6.05
Lifetime Con 2030 TR USD TR 06-23-16 1.36 6.10 2.80 4.27 1.94 6.44 6.60
Lifetime Con 2035 TR USD TR 06-23-16 1.82 6.03 3.14 4.63 0.82 6.97 7.09
Lifetime Con 2040 TR USD TR 06-23-16 2.30 5.90 3.47 4.97 -0.36 7.29 7.38
Lifetime Con 2045 TR USD TR 06-23-16 2.64 5.83 3.72 5.19 -1.19 7.35 7.41
Lifetime Con 2050 TR USD TR 06-24-16 -1.19 2.08 -0.65 1.96 -4.73 6.43 6.66
Lifetime Con 2055 TR USD TR 06-24-16 -1.20 2.04 -0.66 1.94 -5.01 6.30 6.50
Lifetime Con Incm TR USD TR 06-23-16 0.47 4.76 1.64 2.72 2.53 3.51 3.57
Lifetime Mod 2000 TR USD TR 06-23-16 0.87 4.78 1.98 3.16 1.68 4.56 4.76
Lifetime Mod 2005 TR USD TR 06-23-16 0.92 5.07 2.12 3.35 1.86 4.93 5.15
Lifetime Mod 2010 TR USD TR 06-23-16 1.03 5.31 2.28 3.59 1.89 5.36 5.59
Lifetime Mod 2015 TR USD TR 06-23-16 1.19 5.52 2.48 3.85 1.73 5.83 6.05
Lifetime Mod 2020 TR USD TR 06-23-16 1.43 5.65 2.72 4.13 1.33 6.37 6.57
Lifetime Mod 2025 TR USD TR 06-23-16 1.78 5.68 3.01 4.47 0.54 6.96 7.12
Lifetime Mod 2030 TR USD TR 06-23-16 2.24 5.61 3.35 4.83 -0.55 7.45 7.56
Lifetime Mod 2035 TR USD TR 06-23-16 2.68 5.51 3.66 5.15 -1.62 7.71 7.79
Lifetime Mod 2040 TR USD TR 06-23-16 2.99 5.45 3.88 5.35 -2.36 7.73 7.80
Lifetime Mod 2045 TR USD TR 06-23-16 3.15 5.45 4.00 5.45 -2.72 7.63 7.66
Lifetime Mod 2050 TR USD TR 06-24-16 -1.35 1.26 -1.04 1.65 -6.32 6.51 6.74
Lifetime Mod 2055 TR USD TR 06-24-16 -1.34 1.27 -1.02 1.66 -6.50 6.37 6.55
Lifetime Mod Incm TR USD TR 06-23-16 0.87 4.79 1.98 3.16 1.71 4.49 4.63
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 06-24-16 -1.77 1.23 1.02 1.98 -1.10 -1.92 -3.27
Lng/Shrt Cmdty TR TR 06-24-16 -1.43 -4.98 -0.25 -0.90 -5.69 -1.62 -3.03
Lng-Only Cmdty TR TR 06-24-16 -2.08 12.66 2.23 12.26 -15.89 -13.74 -9.87
Shrt/Flt Cmdty TR TR 06-24-16 0.18 -5.90 -1.09 -2.56 -4.45 0.44 0.21
Shrt-Only Cmdty TR TR 06-24-16 1.88 -16.01 -2.77 -12.21 10.46 11.14 6.52
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