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 09-02-15 0.60 -3.70 -7.10 -7.27 -0.79 14.08 14.91
Style
Large Cap TR 09-02-15 0.48 -3.88 -7.27 -7.05 -0.54 13.52 14.74
Large Core TR 09-02-15 0.18 -6.51 -7.08 -7.63 0.53 14.87 15.48
Large Growth TR 09-02-15 0.58 2.08 -7.28 -4.72 4.53 15.38 17.49
Large Value TR 09-02-15 0.66 -7.43 -7.46 -9.00 -6.88 10.34 11.30
Mid Cap TR 09-02-15 0.89 -2.68 -6.51 -7.58 -1.01 16.20 15.55
Mid Core TR 09-02-15 0.85 -2.95 -6.52 -8.18 0.22 16.42 16.61
Mid Growth TR 09-02-15 1.04 0.56 -6.88 -6.39 1.78 15.10 15.34
Mid Value TR 09-02-15 0.77 -5.70 -6.11 -8.17 -5.10 17.12 14.65
Small Cap TR 09-02-15 1.03 -4.66 -7.05 -8.60 -3.04 13.83 14.55
Small Core TR 09-02-15 1.41 -4.57 -6.71 -9.22 -3.47 14.01 14.19
Small Growth TR 09-02-15 0.72 0.14 -8.06 -6.70 1.66 14.29 15.88
Small Value TR 09-02-15 0.96 -9.21 -6.34 -9.84 -7.05 13.18 13.56
US Core TR 09-02-15 0.42 -5.67 -6.93 -7.87 0.18 15.10 15.64
US Growth TR 09-02-15 0.68 1.65 -7.25 -5.18 3.80 15.25 16.99
US Value TR 09-02-15 0.71 -7.20 -7.11 -8.88 -6.51 11.90 12.13
Sector
Cyclical TR 09-02-15 0.45 -2.99 -7.67 -5.98 1.76 16.30 14.65
— Basic Materials TR 09-02-15 2.13 -12.03 -7.24 -15.68 -16.21 5.89 7.08
— Consumer Cyclical TR 09-02-15 1.57 2.46 -6.61 -3.27 7.95 19.03 20.12
— Financial Services TR 09-02-15 -0.37 -4.08 -8.77 -5.70 2.30 19.01 13.50
— Real Estate TR 09-02-15 -1.23 -7.50 -7.03 -6.95 -1.84 6.80 10.55
Defensive TR 09-02-15 -0.85 0.32 -7.58 -4.82 9.18 18.30 17.83
— Consumer Defensive TR 09-02-15 -0.16 -2.42 -6.28 -3.33 6.65 13.26 14.90
— Healthcare TR 09-02-15 -0.79 4.80 -8.58 -5.46 13.26 24.99 22.79
— Utilities TR 09-02-15 -3.09 -11.32 -6.14 -5.68 -1.39 8.56 10.10
Sensitive TR 09-02-15 1.75 -6.85 -6.28 -9.90 -8.54 10.04 13.00
— Communication Services TR 09-02-15 1.18 3.36 -4.52 -3.85 1.63 13.08 16.40
— Energy TR 09-02-15 5.75 -17.88 -6.66 -17.95 -32.89 -1.36 6.19
— Industrials TR 09-02-15 1.04 -7.29 -5.85 -8.52 -3.20 15.20 14.48
— Technology TR 09-02-15 1.08 -3.81 -6.60 -8.83 -1.12 12.16 14.95
Moat
Morningstar Wide Moat Focus TR 09-02-15 0.24 -7.21 -8.33 -7.75 -7.60 12.74 15.19
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 09-02-15 0.49 -6.66 -7.18 -8.64 -1.87 10.37 12.46
NASDAQ Composite PR PR 09-02-15 1.12 0.29 -7.38 -6.43 3.30 15.70 16.64
NYSE Composite PR --- 09-02-15 0.34 -7.62 -7.98 -9.63 -9.28 7.70 7.53
Russell 2000 TR TR 09-02-15 1.26 -4.08 -7.36 -8.14 -1.55 13.69 14.15
S&P 500 TR TR 09-02-15 0.49 -4.01 -7.12 -7.13 -0.64 13.87 14.72
S&P MidCap 400 TR 09-02-15 0.76 -2.89 -6.93 -8.24 -1.74 14.55 14.73
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 09-02-15 -0.02 0.73 -0.11 0.36 2.30 1.71 3.22
Intermediate Core Bond TR 09-02-15 -0.05 1.56 0.11 0.54 3.07 2.14 3.35
Long-Term Core Bond TR 09-02-15 0.13 -1.85 -0.73 0.13 1.57 1.79 5.39
Short-Term Core Bond TR 09-02-15 -0.07 0.90 -0.02 0.19 1.12 0.93 1.32
Corporate
Corp Bond TR 09-02-15 0.29 -0.49 -0.65 -0.60 0.10 2.33 4.43
Intermediate Corp Bond TR 09-02-15 0.15 1.36 -0.30 -0.28 1.46 2.90 4.50
Long-Term Corp Bond TR 09-02-15 0.57 -2.93 -1.23 -1.22 -1.67 2.29 5.61
Short-Term Corp Bond TR 09-02-15 -0.01 1.19 -0.09 0.02 1.15 1.90 2.55
Government
Intermediate US Govt Bond TR 09-02-15 -0.20 1.84 0.21 0.95 3.07 0.97 2.57
Long-Term US Govt Bond TR 09-02-15 -0.36 0.07 -0.17 1.63 5.89 1.57 5.22
Short-Term US Govt Bond TR 09-02-15 -0.10 0.81 0.01 0.26 1.08 0.64 0.95
US Govt Bond TR 09-02-15 -0.19 0.91 0.03 0.80 2.66 0.91 2.47
Other
Mortgage Bond TR 09-02-15 -0.04 1.50 0.16 0.56 3.38 2.45 3.37
TIPS TR 09-02-15 0.06 -0.87 -1.27 -0.88 -2.81 -1.58 2.87
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 09-02-15 -0.05 0.43 -0.16 0.23 1.85 1.52 3.07
Barclays US Government TR TR 09-02-15 -0.19 0.91 0.03 0.76 2.60 0.92 2.43
Barclays US MBS TR TR 09-02-15 -0.06 0.99 0.06 0.42 2.79 1.84 2.85
BofAML US HY Master II TR TR 09-02-15 0.72 0.03 -1.80 -3.78 -3.10 4.85 7.04
USTREAS T-Bill Auction Ave 3 --- 08-31-15 --- 0.01 0.01 0.01 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-15 --- 0.93 0.10 -0.26 3.34 0.24 2.72
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 09-02-15 -0.04 0.98 0.14 1.05 2.52 2.82 3.97
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 09-02-15 2.29 -25.00 -16.78 -20.90 -36.67 -10.42 -3.45
Euronext BEL 20 PR EUR PR 09-03-15 0.33 5.17 -9.06 -7.17 8.42 13.44 6.26
Euronext Paris CAC 40 NR EUR TR 09-03-15 -0.09 10.91 -9.11 -7.24 7.60 13.12 7.67
Euronext Paris CAC 40 PR EUR PR 09-03-15 -0.09 8.92 -9.11 -7.56 5.24 10.45 4.85
FSE DAX PR EUR PR 09-02-15 0.51 -0.06 -11.15 -11.30 3.08 9.78 7.17
FSE DAX TR EUR TR 09-03-15 0.02 5.22 -9.84 -9.65 7.18 13.73 10.96
FTSE 100 PR GBP PR 09-03-15 0.03 -5.67 -7.39 -10.88 -9.89 2.46 2.68
FTSE 100 TR GBP TR 09-03-15 0.05 -2.88 -6.65 -9.88 -6.62 6.24 6.45
FTSE 250 PR GBP PR 09-03-15 0.98 6.23 -3.30 -6.44 6.85 14.10 10.86
Hang Seng Hong Kong Composite PR HKD TR 09-02-15 -0.17 -12.83 -14.93 -26.56 -15.73 2.73 -0.73
Hang Seng HSI PR HKD PR 09-02-15 -0.69 -11.31 -15.02 -23.78 -15.41 2.43 0.06
MSCI AC Far East Ex Japan PR USD PR 09-03-15 -1.81 -15.31 -11.39 -22.30 -21.54 -1.18 -0.37
MSCI ACWI PR USD PR 09-02-15 0.07 -6.69 -8.80 -10.52 -9.73 6.51 6.16
MSCI EAFE NR USD TR 09-03-15 -1.55 -2.08 -8.98 -10.70 -9.84 7.73 5.78
MSCI EAFE PR LCL PR 09-03-15 -0.86 0.58 -9.42 -10.06 0.73 11.40 5.74
MSCI EASEA PR LCL PR 09-03-15 -0.60 -0.21 -8.82 -9.28 -2.25 7.88 4.31
MSCI EM Latin America PR USD PR 09-02-15 0.65 -26.81 -13.38 -21.83 -45.63 -17.38 -13.41
MSCI EM PR LCL PR 09-02-15 1.41 -9.36 -8.83 -15.31 -13.91 0.83 0.26
MSCI EM PR USD PR 09-02-15 1.19 -16.69 -11.64 -20.32 -26.69 -5.61 -4.35
MSCI Europe NR USD TR 09-03-15 -1.13 -1.75 -8.32 -9.83 -10.11 8.10 6.23
MSCI Europe PR LCL PR 09-03-15 -0.14 1.25 -8.33 -8.71 -0.45 8.58 4.85
MSCI Hong Kong PR USD PR 09-03-15 -3.46 -8.66 -14.43 -20.77 -15.09 4.40 3.53
MSCI Japan NR USD TR 09-03-15 -1.43 4.07 -8.68 -9.65 -0.04 11.34 6.23
MSCI Japan PR LCL PR 09-03-15 -1.77 3.51 -11.41 -12.56 12.75 26.18 11.85
MSCI North America NR USD TR 09-02-15 0.56 -4.98 -7.30 -7.82 -3.04 12.10 12.96
MSCI Pacific Ex Japan NR USD TR 09-03-15 -4.50 -15.21 -13.65 -18.41 -25.18 -0.57 2.48
MSCI Pacific Ex Japan PR LCL PR 09-03-15 -3.52 -8.92 -12.21 -13.45 -12.94 3.81 1.62
MSCI Pacific NR USD TR 09-03-15 -2.43 -2.98 -10.32 -12.64 -9.73 6.89 4.96
MSCI Pacific PR LCL PR 09-03-15 -2.34 -1.02 -11.71 -12.89 2.60 16.90 7.71
MSCI World ex USA NR USD TR 09-02-15 -0.77 -4.34 -9.75 -11.20 -11.56 6.53 5.19
MSCI World Ex USA PR LCL PR 09-02-15 0.43 -1.42 -10.15 -11.03 -1.27 10.43 5.25
Nikkei 225 Average PR JPY PR 09-03-15 -2.11 4.19 -11.51 -11.19 15.60 27.44 14.81
S&P BSE SENSEX India INR PR 09-03-15 -1.78 -6.31 -8.59 -4.00 -5.07 14.01 7.17
S&P/ASX All Ordinaries PR PR 09-02-15 -1.15 -4.99 -9.90 -9.23 -9.50 5.67 2.33
S&P/TSX Composite PR PR 09-02-15 1.22 -7.43 -6.38 -10.32 -13.28 4.27 2.26
Shanghai SE Composite PR CNY PR 09-02-15 7.96 -2.30 -13.74 -35.65 39.46 15.57 3.54
SIX SMI PR CHF PR 09-03-15 -0.42 -2.31 -7.32 -5.16 -0.32 10.88 6.51
SIX SMI TR CHF PR 09-03-15 -0.42 0.59 -7.32 -5.12 2.73 14.27 9.96
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 09-02-15 0.45 -4.98 -7.46 -9.27 -7.03 9.41 10.22
Conservative Target Risk TR 09-02-15 -0.01 -1.24 -1.50 -1.69 -2.01 2.10 3.96
Moderate Target Risk TR 09-02-15 0.23 -3.22 -4.56 -5.63 -4.44 6.23 7.57
Moderately Aggr Target Risk TR 09-02-15 0.39 -4.18 -6.15 -7.70 -5.90 8.07 9.07
Moderately Cons Target Risk TR 09-02-15 0.10 -2.03 -2.99 -3.51 -2.88 4.39 5.92
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 09-02-15 0.28 -2.27 -3.60 -4.33 -3.12 5.03 7.13
Lifetime Aggressive 2005 TR 09-02-15 0.29 -2.52 -3.87 -4.66 -3.34 5.57 7.64
Lifetime Aggressive 2010 TR 09-02-15 0.32 -2.83 -4.27 -5.15 -3.66 6.24 8.25
Lifetime Aggressive 2015 TR 09-02-15 0.35 -3.19 -4.78 -5.78 -4.08 7.08 8.94
Lifetime Aggressive 2020 TR 09-02-15 0.40 -3.63 -5.46 -6.63 -4.64 8.07 9.66
Lifetime Aggressive 2025 TR 09-02-15 0.46 -4.12 -6.23 -7.62 -5.34 8.97 10.24
Lifetime Aggressive 2030 TR 09-02-15 0.51 -4.59 -6.92 -8.51 -6.06 9.50 10.51
Lifetime Aggressive 2035 TR 09-02-15 0.54 -4.92 -7.35 -9.10 -6.64 9.61 10.49
Lifetime Aggressive 2040 TR 09-02-15 0.55 -5.09 -7.53 -9.38 -7.03 9.48 10.32
Lifetime Aggressive 2045 TR 09-02-15 0.55 -5.19 -7.58 -9.52 -7.32 9.31 10.13
Lifetime Aggressive 2050 TR 09-02-15 0.56 -5.27 -7.62 -9.64 -7.60 9.13 9.93
Lifetime Aggressive 2055 TR 09-02-15 0.56 -5.36 -7.66 -9.76 -7.88 8.94 9.73
Lifetime Aggressive Income TR 09-02-15 0.27 -2.23 -3.56 -4.28 -3.08 4.86 6.92
Lifetime Conservative 2000 TR 09-02-15 0.14 -1.18 -1.75 -2.17 -2.26 1.85 4.44
Lifetime Conservative 2005 TR 09-02-15 0.14 -1.37 -1.86 -2.27 -2.32 2.19 4.83
Lifetime Conservative 2010 TR 09-02-15 0.15 -1.61 -2.07 -2.52 -2.46 2.68 5.33
Lifetime Conservative 2015 TR 09-02-15 0.17 -1.90 -2.39 -2.89 -2.69 3.27 5.89
Lifetime Conservative 2020 TR 09-02-15 0.20 -2.22 -2.78 -3.37 -2.98 3.94 6.50
Lifetime Conservative 2025 TR 09-02-15 0.23 -2.57 -3.28 -3.99 -3.37 4.82 7.23
Lifetime Conservative 2030 TR 09-02-15 0.28 -2.99 -3.99 -4.88 -3.94 5.94 8.07
Lifetime Conservative 2035 TR 09-02-15 0.34 -3.52 -4.87 -6.01 -4.71 7.04 8.81
Lifetime Conservative 2040 TR 09-02-15 0.40 -4.06 -5.71 -7.11 -5.54 7.78 9.25
Lifetime Conservative 2045 TR 09-02-15 0.45 -4.46 -6.27 -7.86 -6.21 7.99 9.33
Lifetime Conservative 2050 TR 09-02-15 0.47 -4.73 -6.56 -8.28 -6.72 7.96 9.26
Lifetime Conservative 2055 TR 09-02-15 0.47 -4.88 -6.68 -8.49 -7.06 7.84 9.11
Lifetime Conservative Income TR 09-02-15 0.14 -1.14 -1.75 -2.15 -2.24 1.77 4.28
Lifetime Moderate 2000 TR 09-02-15 0.21 -1.75 -2.72 -3.30 -2.70 3.51 5.85
Lifetime Moderate 2005 TR 09-02-15 0.22 -1.97 -2.90 -3.51 -2.85 3.93 6.28
Lifetime Moderate 2010 TR 09-02-15 0.24 -2.23 -3.20 -3.86 -3.07 4.48 6.81
Lifetime Moderate 2015 TR 09-02-15 0.26 -2.54 -3.59 -4.35 -3.38 5.17 7.42
Lifetime Moderate 2020 TR 09-02-15 0.30 -2.90 -4.12 -5.00 -3.80 6.08 8.17
Lifetime Moderate 2025 TR 09-02-15 0.35 -3.36 -4.86 -5.93 -4.40 7.20 8.99
Lifetime Moderate 2030 TR 09-02-15 0.41 -3.90 -5.72 -7.04 -5.17 8.21 9.65
Lifetime Moderate 2035 TR 09-02-15 0.47 -4.41 -6.50 -8.04 -5.96 8.83 9.99
Lifetime Moderate 2040 TR 09-02-15 0.51 -4.78 -6.99 -8.71 -6.58 9.00 10.02
Lifetime Moderate 2045 TR 09-02-15 0.52 -4.98 -7.20 -9.04 -7.00 8.90 9.89
Lifetime Moderate 2050 TR 09-02-15 0.53 -5.10 -7.29 -9.21 -7.32 8.75 9.72
Lifetime Moderate 2055 TR 09-02-15 0.53 -5.20 -7.34 -9.35 -7.62 8.58 9.52
Lifetime Moderate Income TR 09-02-15 0.21 -1.71 -2.70 -3.27 -2.68 3.39 5.67
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 09-02-15 0.01 -2.34 -0.59 -2.30 -3.42 -5.53 0.47
Long/Short Commodity TR 09-02-15 -0.34 1.59 0.03 -1.49 1.73 -1.72 1.79
Long-Only Commodity TR 09-02-15 6.02 -13.90 -3.26 -13.91 -33.37 -16.34 -5.07
Short/Flat Commodity TR 09-02-15 -0.32 3.98 0.63 0.77 5.00 3.66 1.21
Short-Only Commodity TR 09-02-15 -6.32 9.08 1.51 11.77 40.02 14.69 1.79
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