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 04-17-15 -1.00 2.36 0.50 4.25 13.96 17.06 14.39
Style
Large Cap TR 04-17-15 -0.96 1.63 0.41 3.48 13.88 16.56 14.00
Large Core TR 04-17-15 -1.18 -0.89 0.04 0.45 13.38 18.08 14.78
Large Growth TR 04-17-15 -1.36 5.26 -0.65 7.05 21.08 17.19 15.55
Large Value TR 04-17-15 -0.22 0.42 2.12 2.91 7.17 14.48 11.70
Mid Cap TR 04-17-15 -1.08 4.54 0.81 6.36 14.98 18.70 15.72
Mid Core TR 04-17-15 -1.37 3.72 0.38 5.58 16.61 18.94 16.97
Mid Growth TR 04-17-15 -1.11 7.69 0.64 9.28 18.05 17.19 15.45
Mid Value TR 04-17-15 -0.72 2.23 1.49 4.24 10.29 20.00 14.67
Small Cap TR 04-17-15 -1.22 3.87 0.46 6.37 11.54 17.36 14.17
Small Core TR 04-17-15 -1.13 3.24 0.00 5.60 10.52 16.99 13.35
Small Growth TR 04-17-15 -1.48 6.88 0.86 8.64 14.26 17.30 15.30
Small Value TR 04-17-15 -1.07 1.66 0.55 4.99 9.97 17.81 13.87
US Core TR 04-17-15 -1.22 0.32 0.11 1.83 13.84 18.18 15.16
US Growth TR 04-17-15 -1.32 5.83 -0.30 7.58 20.02 17.19 15.56
US Value TR 04-17-15 -0.39 0.88 1.87 3.33 8.01 15.84 12.46
Sector
Cyclical TR 04-17-15 -1.10 1.15 -0.63 4.90 13.52 17.87 13.04
— Basic Materials TR 04-15-15 1.70 3.49 1.97 7.24 7.14 11.94 8.66
— Consumer Cyclical TR 04-15-15 -0.44 5.64 1.77 10.83 20.92 20.96 18.56
— Financial Services TR 04-15-15 1.35 -0.24 0.95 8.08 14.59 20.45 9.83
— Real Estate TR 04-15-15 -2.53 2.13 0.57 -3.01 18.69 13.50 13.86
Defensive TR 04-17-15 -1.06 4.60 0.84 2.17 24.18 22.01 17.57
— Consumer Defensive TR 04-15-15 -0.09 2.48 3.06 2.08 19.02 17.26 15.36
— Healthcare TR 04-15-15 1.38 9.57 3.05 8.39 35.41 30.02 21.57
— Utilities TR 04-15-15 0.03 -4.33 3.45 -6.25 8.79 13.95 12.77
Sensitive TR 04-17-15 -0.88 1.92 1.21 5.14 8.47 13.71 12.76
— Communication Services TR 04-15-15 1.00 5.35 2.35 7.26 13.87 19.30 16.79
— Energy TR 04-15-15 5.45 5.09 11.44 14.06 -7.69 8.30 8.93
— Industrials TR 04-15-15 1.38 2.29 2.08 6.76 13.60 19.14 14.29
— Technology TR 04-15-15 1.12 3.27 2.47 7.41 22.23 14.62 13.43
Moat
Morningstar Wide Moat Focus TR 04-17-15 0.51 1.51 4.45 7.96 7.45 17.06 14.41
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 04-17-15 -1.26 0.67 -0.05 2.37 11.18 13.55 12.96
NASDAQ Composite PR PR 04-17-15 -1.28 4.13 -0.11 6.42 20.42 17.47 14.73
NYSE Composite PR --- 04-17-15 -0.49 2.02 1.80 3.73 4.99 11.10 7.83
Russell 2000 TR TR 04-17-15 -1.00 4.28 0.90 6.74 11.47 17.17 13.37
S&P 500 TR TR 04-17-15 -0.98 1.67 0.46 3.58 13.89 16.85 14.17
S&P MidCap 400 TR 04-17-15 -1.23 4.79 0.44 6.33 13.82 17.33 14.72
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 04-17-15 0.43 2.11 1.10 0.73 6.01 3.11 4.53
Intermediate Core Bond TR 04-17-15 0.36 1.92 1.07 0.88 5.66 2.94 4.32
Long-Term Core Bond TR 04-17-15 0.95 3.68 1.91 0.62 12.91 6.12 8.72
Short-Term Core Bond TR 04-17-15 0.16 0.91 0.54 0.35 1.55 1.20 1.73
Corporate
Corp Bond TR 04-17-15 0.49 3.08 1.80 1.53 6.73 5.21 6.28
Intermediate Corp Bond TR 04-17-15 0.43 2.87 1.70 1.50 5.22 4.79 5.79
Long-Term Corp Bond TR 04-17-15 0.72 4.00 2.51 1.78 10.62 7.19 8.75
Short-Term Corp Bond TR 04-17-15 0.19 1.40 0.78 0.85 2.01 2.61 3.05
Government
Intermediate US Govt Bond TR 04-17-15 0.55 2.10 1.16 0.20 4.90 1.74 3.95
Long-Term US Govt Bond TR 04-17-15 1.19 4.15 1.25 -0.31 16.29 5.31 8.71
Short-Term US Govt Bond TR 04-17-15 0.15 0.74 0.46 0.18 1.36 0.77 1.33
US Govt Bond TR 04-17-15 0.51 1.87 0.84 0.06 5.41 2.07 3.87
Other
Mortgage Bond TR 04-17-15 0.27 1.67 0.90 1.02 6.01 3.06 4.14
TIPS TR 04-17-15 1.37 2.37 2.75 0.82 3.24 0.52 4.37
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 04-17-15 0.44 2.09 1.23 0.73 5.84 3.00 4.38
Barclays US Government TR TR 04-17-15 0.52 2.02 1.15 0.23 5.45 2.13 3.80
Barclays US MBS TR TR 04-17-15 0.26 1.38 0.79 0.90 5.50 2.47 3.62
BofAML US HY Master II TR TR 04-17-15 0.23 3.64 1.91 3.71 2.80 7.84 8.28
USTREAS T-Bill Auction Ave 3 --- 03-31-15 --- 0.00 0.00 0.00 0.02 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-15 --- 2.50 0.71 2.50 9.63 3.00 5.73
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 04-17-15 0.10 1.12 0.56 -0.29 5.60 3.84 5.04
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 04-17-15 1.43 1.68 5.29 3.90 -11.17 -0.85 4.26
Euronext BEL 20 PR EUR PR 04-17-15 -3.08 15.23 1.33 12.38 21.62 18.22 7.09
Euronext Paris CAC 40 NR EUR TR 04-17-15 -1.85 20.54 2.40 17.60 18.67 19.09 8.23
Euronext Paris CAC 40 PR EUR PR 04-17-15 -1.85 20.37 2.27 17.44 16.05 16.03 5.23
FSE DAX PR EUR PR 04-17-15 -5.57 18.52 -2.70 14.29 20.97 16.02 9.91
FSE DAX TR EUR TR 04-17-15 -5.54 19.20 -2.44 14.96 24.22 19.78 13.59
FTSE 100 PR GBP PR 04-17-15 -1.34 6.53 2.30 6.78 5.58 6.64 4.02
FTSE 100 TR GBP TR 04-17-15 -1.26 7.84 2.68 8.03 9.44 10.64 7.80
FTSE 250 PR GBP PR 04-17-15 -1.69 9.24 2.15 10.36 10.46 15.43 10.96
Hang Seng Hong Kong Composite PR HKD TR 04-17-15 1.63 19.39 18.52 17.71 23.78 11.06 4.86
Hang Seng HSI PR HKD PR 04-17-15 1.40 17.15 15.70 14.73 21.50 10.38 4.81
MSCI AC Far East Ex Japan PR USD PR 04-17-15 1.52 12.87 11.18 12.22 12.62 7.03 5.12
MSCI ACWI PR USD PR 04-17-15 -0.44 4.05 2.68 5.95 5.66 9.91 6.75
MSCI EAFE NR USD TR 04-17-15 -0.23 7.66 3.94 9.68 1.61 10.99 6.32
MSCI EAFE PR LCL PR 04-17-15 -1.76 12.05 1.56 13.52 17.39 15.06 6.09
MSCI EASEA PR LCL PR 04-17-15 -2.27 11.87 1.69 12.77 12.96 12.55 5.42
MSCI EM Latin America PR USD PR 04-17-15 0.02 -4.14 10.06 -1.80 -20.07 -13.02 -9.05
MSCI EM PR LCL PR 04-17-15 0.64 10.43 7.19 10.39 13.19 6.22 3.90
MSCI EM PR USD PR 04-17-15 0.78 9.03 9.86 8.90 3.32 0.73 0.20
MSCI Europe NR USD TR 04-17-15 -0.72 5.64 3.62 8.04 -3.21 11.10 6.49
MSCI Europe PR LCL PR 04-17-15 -2.57 12.33 1.20 13.18 13.59 12.97 5.80
MSCI Hong Kong PR USD PR 04-17-15 -0.41 13.68 12.67 11.12 14.24 11.59 8.06
MSCI Japan NR USD TR 04-17-15 0.96 14.27 3.62 15.67 18.89 12.37 6.21
MSCI Japan PR LCL PR 04-17-15 0.00 12.71 1.07 16.29 36.20 25.58 9.63
MSCI North America NR USD TR 04-17-15 -0.78 1.87 0.91 4.02 12.43 15.23 12.72
MSCI Pacific Ex Japan NR USD TR 04-17-15 0.04 6.79 6.05 7.86 0.22 8.11 6.02
MSCI Pacific Ex Japan PR LCL PR 04-17-15 -0.83 9.27 4.10 10.47 8.88 10.62 3.91
MSCI Pacific NR USD TR 04-17-15 0.64 11.52 4.46 12.80 11.59 10.80 6.16
MSCI Pacific PR LCL PR 04-17-15 -0.29 11.49 2.12 14.17 25.16 19.37 7.13
MSCI World ex USA NR USD TR 04-17-15 0.03 6.97 4.26 9.39 1.36 10.24 5.99
MSCI World Ex USA PR LCL PR 04-17-15 -1.63 11.43 1.66 13.03 16.44 14.42 5.96
Nikkei 225 Average PR JPY PR 04-17-15 -1.28 12.62 1.11 16.54 36.31 27.58 12.10
S&P BSE SENSEX India INR PR 04-17-15 -1.51 3.43 -1.02 1.14 25.69 17.89 10.09
S&P/ASX All Ordinaries PR PR 04-17-15 -1.41 8.59 0.70 10.85 7.47 10.23 3.17
S&P/TSX Composite PR PR 04-17-15 -0.18 4.98 3.10 7.35 5.93 8.17 4.94
Shanghai SE Composite PR CNY PR 04-17-15 6.27 32.54 22.39 26.97 104.27 22.45 6.49
SIX SMI CHF PR 04-17-15 -2.38 2.92 0.52 17.04 10.40 14.25 6.05
SIX SMI TR CHF PR 04-17-15 -2.34 4.56 0.91 18.91 12.91 17.78 9.47
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 04-17-15 -0.31 4.08 2.67 5.90 7.51 12.93 10.73
Conservative Target Risk TR 04-17-15 0.42 1.37 1.47 1.14 2.65 3.61 4.83
Moderate Target Risk TR 04-17-15 0.03 2.67 2.05 3.50 5.47 8.76 8.24
Moderately Aggr Target Risk TR 04-17-15 -0.16 3.45 2.41 4.87 6.55 11.09 9.63
Moderately Cons Target Risk TR 04-17-15 0.20 2.02 1.73 2.32 4.29 6.33 6.63
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 04-17-15 0.18 2.31 1.78 2.77 5.11 7.26 7.73
Lifetime Aggressive 2005 TR 04-17-15 0.15 2.47 1.84 2.99 5.56 7.95 8.22
Lifetime Aggressive 2010 TR 04-17-15 0.09 2.66 1.91 3.30 6.05 8.79 8.77
Lifetime Aggressive 2015 TR 04-17-15 0.02 2.88 2.00 3.71 6.57 9.80 9.36
Lifetime Aggressive 2020 TR 04-17-15 -0.09 3.15 2.10 4.25 7.10 10.99 10.00
Lifetime Aggressive 2025 TR 04-17-15 -0.20 3.45 2.23 4.87 7.54 12.13 10.56
Lifetime Aggressive 2030 TR 04-17-15 -0.29 3.72 2.35 5.41 7.76 12.89 10.90
Lifetime Aggressive 2035 TR 04-17-15 -0.33 3.91 2.48 5.75 7.75 13.16 10.98
Lifetime Aggressive 2040 TR 04-17-15 -0.32 4.03 2.59 5.91 7.61 13.10 10.88
Lifetime Aggressive 2045 TR 04-17-15 -0.30 4.14 2.69 6.01 7.44 12.97 10.74
Lifetime Aggressive 2050 TR 04-17-15 -0.27 4.23 2.80 6.09 7.27 12.81 10.59
Lifetime Aggressive 2055 TR 04-17-15 -0.25 4.33 2.91 6.17 7.10 12.65 10.43
Lifetime Aggressive Income TR 04-17-15 0.18 2.28 1.76 2.74 5.00 7.08 7.55
Lifetime Conservative 2000 TR 04-17-15 0.54 1.80 1.75 1.52 3.04 3.64 5.38
Lifetime Conservative 2005 TR 04-17-15 0.54 1.91 1.80 1.59 3.50 4.12 5.83
Lifetime Conservative 2010 TR 04-17-15 0.52 2.05 1.85 1.75 4.02 4.78 6.37
Lifetime Conservative 2015 TR 04-17-15 0.48 2.21 1.91 1.97 4.56 5.54 6.93
Lifetime Conservative 2020 TR 04-17-15 0.42 2.39 1.97 2.26 5.08 6.38 7.50
Lifetime Conservative 2025 TR 04-17-15 0.35 2.61 2.06 2.65 5.62 7.40 8.11
Lifetime Conservative 2030 TR 04-17-15 0.23 2.89 2.17 3.22 6.20 8.69 8.80
Lifetime Conservative 2035 TR 04-17-15 0.09 3.22 2.30 3.93 6.69 10.01 9.47
Lifetime Conservative 2040 TR 04-17-15 -0.02 3.53 2.44 4.58 6.99 11.00 9.96
Lifetime Conservative 2045 TR 04-17-15 -0.08 3.76 2.58 5.01 7.05 11.40 10.13
Lifetime Conservative 2050 TR 04-17-15 -0.09 3.91 2.70 5.23 6.97 11.49 10.13
Lifetime Conservative 2055 TR 04-17-15 -0.07 4.01 2.81 5.35 6.84 11.42 10.03
Lifetime Conservative Income TR 04-17-15 0.54 1.78 1.74 1.52 2.95 3.51 5.17
Lifetime Moderate 2000 TR 04-17-15 0.35 2.07 1.77 2.17 4.12 5.54 6.62
Lifetime Moderate 2005 TR 04-17-15 0.34 2.20 1.82 2.31 4.56 6.10 7.07
Lifetime Moderate 2010 TR 04-17-15 0.30 2.36 1.88 2.53 5.05 6.82 7.59
Lifetime Moderate 2015 TR 04-17-15 0.25 2.54 1.95 2.83 5.56 7.66 8.15
Lifetime Moderate 2020 TR 04-17-15 0.16 2.77 2.04 3.26 6.11 8.74 8.78
Lifetime Moderate 2025 TR 04-17-15 0.05 3.07 2.15 3.85 6.69 10.04 9.48
Lifetime Moderate 2030 TR 04-17-15 -0.09 3.39 2.28 4.54 7.16 11.30 10.11
Lifetime Moderate 2035 TR 04-17-15 -0.19 3.68 2.42 5.14 7.41 12.16 10.51
Lifetime Moderate 2040 TR 04-17-15 -0.24 3.89 2.55 5.53 7.44 12.50 10.63
Lifetime Moderate 2045 TR 04-17-15 -0.24 4.03 2.66 5.71 7.32 12.49 10.56
Lifetime Moderate 2050 TR 04-17-15 -0.22 4.13 2.77 5.82 7.17 12.39 10.45
Lifetime Moderate 2055 TR 04-17-15 -0.19 4.23 2.88 5.90 7.01 12.24 10.30
Lifetime Moderate Income TR 04-17-15 0.35 2.05 1.75 2.16 4.03 5.39 6.42
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 04-17-15 0.00 -0.14 0.14 0.26 -8.20 -5.36 0.36
Long/Short Commodity TR 04-17-15 -0.14 2.37 -0.84 3.31 -2.26 -4.49 0.38
Long-Only Commodity TR 04-17-15 3.56 -1.04 7.06 2.65 -31.34 -9.80 -2.18
Short/Flat Commodity TR 04-17-15 -0.14 2.52 -0.97 3.05 6.28 0.74 -0.12
Short-Only Commodity TR 04-17-15 -3.73 -1.35 -6.46 -4.38 39.80 6.29 -1.02
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