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 03-24-17 -1.54 4.89 -1.06 3.80 18.33 9.80 13.12
Style
US Core TR 03-24-17 -1.18 5.96 -0.61 5.01 21.43 10.66 14.38
US Growth TR 03-24-17 -1.24 7.49 -0.12 6.30 14.64 9.46 12.19
US Large Cap TR 03-24-17 -1.40 5.49 -0.69 4.37 17.75 10.40 13.18
US Large Core TR 03-24-17 -0.92 6.88 -0.08 5.90 22.39 11.44 14.88
US Large Growth TR 03-24-17 -1.07 8.18 0.27 6.89 13.51 10.64 12.68
US Large Val TR 03-24-17 -2.17 1.76 -2.17 0.66 17.74 9.10 12.04
US Mid Cap TR 03-24-17 -1.70 4.24 -1.69 3.20 18.86 8.66 13.23
US Mid Core TR 03-24-17 -1.66 5.09 -1.46 4.25 17.87 9.25 13.36
US Mid Growth TR 03-24-17 -1.55 6.29 -0.95 5.35 16.72 6.47 10.78
US Mid Val TR 03-24-17 -1.90 1.30 -2.66 -0.02 22.15 10.30 15.59
US Small Cap TR 03-24-17 -2.51 0.88 -3.04 -0.05 23.16 6.66 12.07
US Small Core TR 03-24-17 -2.22 0.20 -2.93 -0.71 22.84 7.15 12.33
US Small Growth TR 03-24-17 -2.07 3.82 -1.78 2.98 22.84 5.42 10.99
US Small Val TR 03-24-17 -3.23 -1.23 -4.37 -2.27 23.78 7.37 12.87
US Value TR 03-24-17 -2.19 1.47 -2.41 0.32 19.06 9.24 12.83
Sector
US Cyclcl Sup Sec TR 03-24-17 -2.30 3.50 -1.94 2.55 21.29 9.57 13.95
US Basic Materials TR 03-24-17 -1.92 5.59 -1.24 4.21 21.98 5.75 8.79
US Consumr Cyclcl TR 03-24-17 -1.17 6.29 0.26 5.03 13.65 9.69 14.78
US Financial Services TR 03-24-17 -3.71 1.69 -3.39 0.43 31.60 10.36 15.59
US Real Estate TR 03-24-17 0.03 1.00 -3.00 2.70 7.41 9.77 9.50
US Dfnsve Sup Sec TR 03-24-17 -0.79 7.19 -0.42 6.36 10.68 11.24 15.11
US Consumr Dfnsve TR 03-24-17 -0.73 5.42 -0.88 4.69 8.29 11.98 13.29
US Healthcare TR 03-24-17 -1.29 8.35 -0.53 7.29 12.34 10.62 17.49
US Utilities TR 03-24-17 1.14 7.30 1.26 7.15 10.45 12.29 12.81
US Snstve Sup Sec TR 03-24-17 -1.36 4.69 -0.72 3.32 21.10 9.21 11.44
US Commun Svc Capped TR 03-24-17 -1.17 2.03 -1.65 1.02 16.60 11.70 15.59
US Energy Capped TR 03-24-17 -1.92 -9.00 -3.08 -10.21 12.74 -6.17 0.58
US Industrials TR 03-24-17 -1.92 3.69 -1.79 2.52 18.86 9.66 14.13
US Technology TR 03-24-17 -0.93 11.12 0.73 9.44 27.21 15.11 13.63
Moat
Morningstar Wide Moat Focus TR 03-24-17 -1.64 6.80 -1.53 5.99 23.64 11.30 14.18
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 03-24-17 -1.52 4.85 -0.91 3.95 20.68 10.90 12.31
NASDAQ Composite PR PR 03-24-17 -1.22 8.28 -0.28 6.70 22.11 11.31 13.70
NYSE Composite PR --- 03-24-17 -1.47 3.27 -1.06 2.61 13.21 3.29 6.90
Russell 2000 TR TR 03-24-17 -2.63 0.09 -2.72 -0.89 27.34 6.25 11.85
S&P 500 TR TR 03-24-17 -1.42 5.20 -0.84 4.07 17.61 10.38 13.31
S&P MidCap 400 TR 03-24-17 -2.12 2.36 -2.31 1.61 21.79 9.06 13.06
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 03-24-17 0.55 0.74 -0.37 1.38 0.96 2.89 2.52
US Inter Core Bd TR Bond TR 03-24-17 0.43 0.55 -0.36 1.26 0.78 2.95 2.56
US Lng Core Bd TR Bond TR 03-24-17 1.17 1.43 -0.66 2.40 1.42 4.94 4.26
US Shrt Core Bd TR Bond TR 03-24-17 0.19 0.43 -0.13 0.65 0.99 1.18 1.12
Corporate
US Corp Bd TR Bond TR 03-24-17 0.63 1.23 -0.41 1.88 3.94 3.68 3.94
US Inter Corp Bd TR Bond TR 03-24-17 0.40 1.25 -0.30 1.79 3.32 3.38 3.85
US Lng Corp Bd TR Bond TR 03-24-17 1.04 1.51 -0.70 2.50 5.47 5.06 5.15
US Shrt Corp Bd TR Bond TR 03-24-17 0.20 0.81 -0.07 1.04 2.25 1.83 2.23
Government
US Gov Bd TR Bond TR 03-24-17 0.57 0.65 -0.36 1.17 -0.82 2.10 1.60
US Inter Gov Bd TR Bond TR 03-24-17 0.43 0.59 -0.42 1.18 -0.46 2.17 1.57
US Lng Gov Bd TR Bond TR 03-24-17 1.33 1.35 -0.62 2.28 -2.93 4.99 3.43
US Shrt Gov Bd TR Bond TR 03-24-17 0.19 0.25 -0.16 0.47 0.38 0.89 0.74
Other
Mortgage TR Bond TR 03-24-17 0.44 0.37 -0.35 1.17 0.68 3.13 2.58
TIPS TR TR 03-24-17 0.57 1.20 -0.44 1.78 2.73 2.06 0.95
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Bond Indexes
BBgBarc US Agg Bond TR TR 03-24-17 0.60 0.75 -0.31 1.41 1.00 2.72 2.35
BBgBarc US Government TR TR 03-23-17 0.62 0.54 -0.02 1.08 -0.96 2.06 1.58
BBgBarc US MBS TR TR 03-23-17 0.50 0.27 -0.09 1.08 0.34 2.66 2.03
BofAML US HY Master II TR TR 03-24-17 -0.21 1.76 -0.89 2.06 16.20 4.38 6.68
USTREAS T-Bill Auction Ave 3 --- 02-28-17 --- 0.09 0.04 0.13 0.38 0.17 0.13
USTREAS T-Bill Cnst Mat Rate 10 TR 02-28-17 --- 1.19 0.98 0.69 -3.69 2.96 1.36
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Municipal Indexes
BBgBarc Municipal TR USD TR 03-24-17 0.63 1.38 0.10 1.77 0.40 3.60 3.25
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 03-24-17 0.48 9.28 3.36 10.35 -5.37 -9.97 -4.80
Euronext BEL 20 PR EUR PR 03-24-17 -1.38 3.91 4.80 4.10 11.24 7.08 9.89
Euronext Paris CAC 40 NR EUR TR 03-24-17 -0.07 3.39 3.72 3.87 18.94 8.02 10.38
Euronext Paris CAC 40 PR EUR PR 03-24-17 0.07 3.51 3.87 3.99 16.24 5.58 7.68
FSE DAX PR EUR PR 03-24-17 -0.26 4.72 2.21 5.01 18.86 6.51 8.17
FSE DAX TR EUR TR 03-24-17 -0.26 5.08 2.20 5.37 22.46 9.50 11.52
FTSE 100 PR GBP PR 03-24-17 -1.19 2.72 1.29 3.80 20.15 4.01 4.62
FTSE 100 TR GBP TR 03-24-17 -1.19 3.78 1.52 4.91 24.92 8.00 8.60
FTSE 250 PR GBP PR 03-24-17 -0.60 5.00 2.11 5.98 13.83 5.82 10.41
Hang Seng Hong Kong Composite PR HKD TR 03-24-17 0.05 11.88 2.36 14.16 20.38 3.23 3.29
Hang Seng HSI PR HKD PR 03-24-17 0.20 10.72 1.64 12.90 19.72 3.69 3.34
MSCI AC Far East Ex Japan PR USD PR 03-24-17 0.31 13.45 3.03 15.26 17.75 2.92 2.16
MSCI ACWI PR USD PR 03-24-17 -0.78 6.14 0.54 5.97 14.36 3.56 6.13
MSCI EAFE NR USD TR 03-24-17 -0.04 7.25 2.91 7.90 14.15 1.52 5.84
MSCI EAFE PR LCL PR 03-24-17 -0.77 3.69 1.56 3.52 14.96 5.24 7.48
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 03-24-17 -0.55 4.57 2.28 4.98 15.29 4.34 6.42
MSCI EM Latin America PR USD PR 03-24-17 0.56 12.00 0.13 15.74 26.01 -4.47 -8.61
MSCI EM PR LCL PR 03-24-17 -0.06 8.19 1.78 10.64 14.43 4.32 2.63
MSCI EM PR USD PR 03-24-17 0.37 12.39 2.71 15.15 19.11 0.53 -1.44
MSCI Europe NR USD TR 03-24-17 0.13 7.10 4.27 8.42 12.48 -0.62 5.47
MSCI Europe PR LCL PR 03-24-17 -0.58 4.36 2.55 4.76 15.92 4.71 6.70
MSCI Hong Kong PR USD PR 03-24-17 0.74 13.42 3.05 14.26 16.56 5.26 5.57
MSCI Japan NR USD TR 03-24-17 -0.03 6.08 0.48 4.78 16.86 7.77 7.40
MSCI Japan PR LCL PR 03-24-17 -1.47 0.97 -0.68 -0.91 13.05 8.84 11.91
MSCI North America NR USD TR 03-24-17 -1.40 4.98 -0.98 3.94 17.22 8.83 11.65
MSCI Pacific Ex Japan NR USD TR 03-24-17 -0.92 10.33 0.98 11.62 19.60 2.54 5.17
MSCI Pacific Ex Japan PR LCL PR 03-24-17 -0.40 5.69 1.01 6.15 14.20 2.59 5.31
MSCI Pacific NR USD TR 03-24-17 -0.34 7.50 0.65 7.02 17.79 5.85 6.61
MSCI Pacific PR LCL PR 03-24-17 -1.10 2.55 -0.10 1.42 13.60 6.40 9.16
MSCI World ex USA NR USD TR 03-24-17 -0.08 6.72 2.42 7.34 14.44 1.31 5.36
MSCI World Ex USA PR LCL PR 03-24-17 -0.74 3.43 1.37 3.21 15.04 4.99 7.17
Nikkei 225 Average PR JPY PR 03-24-17 -1.33 0.78 -0.11 -0.85 14.03 9.99 13.98
S&P BSE SENSEX India INR PR 03-24-17 -0.77 10.50 1.83 12.98 16.12 10.08 11.13
S&P/ASX All Ordinaries PR PR 03-24-17 -0.77 1.35 0.16 2.13 12.51 2.63 5.86
S&P/TSX Composite PR PR 03-24-17 -0.31 1.01 -0.58 0.75 15.61 2.65 4.38
SIX SMI PR CHF PR 03-24-17 -0.98 4.79 1.03 4.63 10.78 1.66 6.66
SIX SMI TR CHF PR 03-24-17 -0.94 6.13 2.33 5.97 14.68 4.99 10.12
SSE Composite PR CNY PR 03-24-17 0.99 5.34 0.49 5.12 10.42 16.53 6.83
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
Agg Tgt Risk TR USD TR 03-24-17 -0.95 5.48 -0.03 5.33 18.02 6.18 9.36
Con Tgt Risk TR USD TR 03-24-17 0.21 1.81 -0.15 2.24 4.53 2.50 3.08
Mod Agg Tgt Risk TR USD TR 03-24-17 -0.71 4.74 -0.08 4.72 15.41 5.52 8.17
Mod Con Tgt Risk TR USD TR 03-24-17 -0.11 2.79 -0.14 3.06 8.17 3.81 5.04
Mod Tgt Risk TR USD TR 03-24-17 -0.42 3.73 -0.15 3.85 11.73 4.71 6.66
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 03-24-17 -0.27 2.56 -0.40 2.71 8.65 3.86 5.43
Lifetime Agg 2005 TR USD TR 03-24-17 -0.29 2.73 -0.40 2.89 9.21 4.11 5.86
Lifetime Agg 2010 TR USD TR 03-24-17 -0.34 2.98 -0.40 3.13 10.02 4.40 6.40
Lifetime Agg 2015 TR USD TR 03-24-17 -0.41 3.29 -0.39 3.41 11.10 4.74 7.05
Lifetime Agg 2020 TR USD TR 03-24-17 -0.53 3.69 -0.37 3.76 12.55 5.14 7.81
Lifetime Agg 2025 TR USD TR 03-24-17 -0.68 4.15 -0.35 4.15 14.28 5.53 8.57
Lifetime Agg 2030 TR USD TR 03-24-17 -0.83 4.57 -0.31 4.51 15.93 5.81 9.10
Lifetime Agg 2035 TR USD TR 03-24-17 -0.92 4.86 -0.27 4.77 17.02 5.93 9.30
Lifetime Agg 2040 TR USD TR 03-24-17 -0.94 5.00 -0.24 4.92 17.47 5.90 9.26
Lifetime Agg 2045 TR USD TR 03-24-17 -0.93 5.06 -0.20 5.01 17.57 5.80 9.14
Lifetime Agg 2050 TR USD TR 03-24-17 -0.91 5.11 -0.17 5.09 17.60 5.69 9.00
Lifetime Agg 2055 TR USD TR 03-24-17 -0.89 5.15 -0.14 5.17 17.62 5.58 8.85
Lifetime Agg Incm TR USD TR 03-24-17 -0.27 2.56 -0.40 2.71 8.64 3.84 5.35
Lifetime Con 2000 TR USD TR 03-24-17 0.12 1.60 -0.32 1.96 4.84 2.44 2.96
Lifetime Con 2005 TR USD TR 03-24-17 0.14 1.69 -0.32 2.07 5.03 2.64 3.27
Lifetime Con 2010 TR USD TR 03-24-17 0.14 1.85 -0.33 2.25 5.44 2.90 3.69
Lifetime Con 2015 TR USD TR 03-24-17 0.12 2.07 -0.33 2.46 6.08 3.20 4.19
Lifetime Con 2020 TR USD TR 03-24-17 0.08 2.33 -0.33 2.71 6.89 3.52 4.74
Lifetime Con 2025 TR USD TR 03-24-17 0.01 2.64 -0.32 3.00 7.92 3.88 5.40
Lifetime Con 2030 TR USD TR 03-24-17 -0.12 3.05 -0.30 3.36 9.39 4.30 6.23
Lifetime Con 2035 TR USD TR 03-24-17 -0.29 3.57 -0.27 3.80 11.33 4.76 7.10
Lifetime Con 2040 TR USD TR 03-24-17 -0.48 4.09 -0.22 4.23 13.31 5.14 7.80
Lifetime Con 2045 TR USD TR 03-24-17 -0.60 4.45 -0.18 4.56 14.69 5.33 8.10
Lifetime Con 2050 TR USD TR 03-24-17 -0.65 4.67 -0.14 4.76 15.43 5.36 8.17
Lifetime Con 2055 TR USD TR 03-24-17 -0.65 4.77 -0.11 4.89 15.71 5.32 8.11
Lifetime Con Incm TR USD TR 03-24-17 0.12 1.60 -0.32 1.96 4.84 2.42 2.90
Lifetime Mod 2000 TR USD TR 03-24-17 -0.08 2.03 -0.39 2.31 6.66 3.14 4.23
Lifetime Mod 2005 TR USD TR 03-24-17 -0.08 2.16 -0.40 2.44 7.02 3.35 4.59
Lifetime Mod 2010 TR USD TR 03-24-17 -0.09 2.36 -0.40 2.64 7.60 3.61 5.04
Lifetime Mod 2015 TR USD TR 03-24-17 -0.14 2.61 -0.39 2.89 8.41 3.92 5.59
Lifetime Mod 2020 TR USD TR 03-24-17 -0.22 2.93 -0.38 3.18 9.50 4.28 6.27
Lifetime Mod 2025 TR USD TR 03-24-17 -0.35 3.36 -0.36 3.55 11.06 4.71 7.11
Lifetime Mod 2030 TR USD TR 03-24-17 -0.52 3.87 -0.33 3.98 13.00 5.15 7.96
Lifetime Mod 2035 TR USD TR 03-24-17 -0.69 4.35 -0.29 4.39 14.84 5.48 8.56
Lifetime Mod 2040 TR USD TR 03-24-17 -0.80 4.68 -0.25 4.68 16.09 5.64 8.82
Lifetime Mod 2045 TR USD TR 03-24-17 -0.83 4.84 -0.22 4.84 16.63 5.63 8.81
Lifetime Mod 2050 TR USD TR 03-24-17 -0.83 4.92 -0.18 4.95 16.79 5.55 8.71
Lifetime Mod 2055 TR USD TR 03-24-17 -0.81 4.98 -0.15 5.04 16.87 5.46 8.58
Lifetime Mod Incm TR USD TR 03-24-17 -0.08 2.03 -0.39 2.31 6.66 3.12 4.15
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 03-24-17 -0.12 -7.01 -4.28 -5.71 -9.23 -5.85 -5.85
Lng/Shrt Cmdty TR TR 03-24-17 0.32 -8.37 -3.65 -7.44 -11.97 -5.27 -5.83
Lng-Only Cmdty TR TR 03-24-17 -0.69 -5.82 -4.79 -4.15 5.98 -17.41 -10.88
Shrt/Flt Cmdty TR TR 03-24-17 0.55 -1.17 0.48 -1.52 -2.44 0.72 0.06
Shrt-Only Cmdty TR TR 03-24-17 0.66 6.22 4.71 4.38 -9.63 15.27 7.21
top arrow

Content Partners