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 08-18-17 -0.61 9.18 -1.50 2.81 13.04 9.01 13.60
Style
US Core TR 08-18-17 -0.57 9.93 -1.42 2.65 13.82 10.07 14.72
US Growth TR 08-18-17 -0.42 16.10 -1.75 3.45 15.28 9.61 13.65
US Large Cap TR 08-18-17 -0.54 10.70 -0.91 3.48 14.19 9.63 13.65
US Large Core TR 08-18-17 -0.47 12.08 -0.74 3.55 16.08 11.20 15.28
US Large Growth TR 08-18-17 -0.44 17.92 -1.39 3.99 16.57 10.48 14.14
US Large Val TR 08-18-17 -0.72 2.76 -0.55 2.82 10.06 7.18 11.61
US Mid Cap TR 08-18-17 -0.67 6.67 -2.63 1.39 10.50 7.68 13.91
US Mid Core TR 08-18-17 -0.66 6.75 -2.68 0.93 8.67 7.60 13.74
US Mid Growth TR 08-18-17 -0.18 12.18 -2.28 2.08 12.14 7.16 12.37
US Mid Val TR 08-18-17 -1.23 1.25 -2.98 1.13 10.70 8.23 15.68
US Small Cap TR 08-18-17 -1.21 1.26 -4.34 0.05 8.68 6.35 12.20
US Small Core TR 08-18-17 -1.30 -0.33 -4.39 -0.94 7.97 6.37 12.40
US Small Growth TR 08-18-17 -0.86 8.57 -4.20 1.56 10.66 7.24 12.06
US Small Val TR 08-18-17 -1.48 -4.17 -4.43 -0.51 7.08 5.36 12.04
US Value TR 08-18-17 -0.87 1.98 -1.30 2.25 10.03 7.29 12.48
Sector
US Cyclcl Sup Sec TR 08-18-17 -0.75 7.28 -2.13 3.35 16.55 9.80 14.96
US Basic Materials TR 08-18-17 -0.27 7.58 -3.62 2.00 11.80 3.99 9.40
US Consumr Cyclcl TR 08-18-17 -1.83 8.57 -3.90 -0.36 9.76 9.49 15.04
US Financial Services TR 08-18-17 -0.24 7.35 -0.63 6.83 28.61 12.27 17.82
US Real Estate TR 08-18-17 0.01 2.77 -1.69 1.77 -1.71 6.27 8.39
US Dfnsve Sup Sec TR 08-18-17 -0.19 11.80 -0.71 3.43 6.10 10.06 14.62
US Consumr Dfnsve TR 08-18-17 0.11 7.09 0.45 0.70 2.87 10.09 12.26
US Healthcare TR 08-18-17 -0.73 14.44 -2.49 4.56 6.90 9.43 17.36
US Utilities TR 08-18-17 1.34 13.84 4.21 6.06 11.54 13.01 12.35
US Snstve Sup Sec TR 08-18-17 -0.76 9.21 -1.45 2.01 14.90 7.80 12.13
US Commun Svc Capped TR 08-18-17 -1.33 4.23 3.66 3.90 10.70 9.91 12.99
US Energy Capped TR 08-18-17 -2.56 -17.32 -4.39 -7.48 -11.40 -12.24 -1.23
US Industrials TR 08-18-17 -1.11 7.91 -2.60 3.23 14.97 9.46 14.99
US Technology TR 08-18-17 -0.02 21.18 -1.16 3.61 25.95 14.70 15.86
Moat
Morningstar Wide Moat Focus TR 08-18-17 -0.73 10.51 -3.27 2.34 12.27 9.53 14.66
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 08-18-17 -0.77 11.43 0.74 5.50 19.44 11.56 13.10
NASDAQ Composite PR PR 08-18-17 -0.64 15.48 -2.01 2.67 18.63 11.30 15.11
NYSE Composite PR --- 08-18-17 -0.54 5.81 -1.50 2.32 7.70 2.43 7.63
Russell 2000 TR TR 08-18-17 -1.17 0.85 -4.80 0.09 11.30 6.93 12.16
S&P 500 TR TR 08-18-17 -0.58 9.76 -1.22 3.05 13.23 9.44 13.72
S&P MidCap 400 TR 08-18-17 -1.06 2.87 -3.88 0.25 10.09 7.91 13.33
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 08-18-17 0.07 3.32 0.50 1.11 0.12 2.84 2.49
US Inter Core Bd TR Bond TR 08-18-17 0.02 2.74 0.50 0.82 0.55 2.79 2.52
US Lng Core Bd TR Bond TR 08-18-17 0.23 6.48 0.76 2.30 -1.39 4.59 4.03
US Shrt Core Bd TR Bond TR 08-18-17 0.00 1.46 0.27 0.50 0.79 1.27 1.18
Corporate
US Corp Bd TR Bond TR 08-18-17 0.19 4.91 0.34 1.62 1.77 3.64 3.86
US Inter Corp Bd TR Bond TR 08-18-17 0.08 4.33 0.41 1.24 2.08 3.35 3.75
US Lng Corp Bd TR Bond TR 08-18-17 0.36 6.97 0.33 2.38 1.61 4.87 5.05
US Shrt Corp Bd TR Bond TR 08-18-17 0.03 2.30 0.29 0.76 1.75 1.93 2.19
Government
US Gov Bd TR Bond TR 08-18-17 0.01 2.84 0.61 0.99 -1.39 2.11 1.55
US Inter Gov Bd TR Bond TR 08-18-17 -0.04 2.65 0.51 0.74 -0.65 2.14 1.55
US Lng Gov Bd TR Bond TR 08-18-17 0.09 5.91 1.24 2.18 -4.77 4.44 3.06
US Shrt Gov Bd TR Bond TR 08-18-17 -0.02 1.05 0.26 0.38 0.33 0.94 0.80
Other
Mortgage TR Bond TR 08-18-17 0.03 2.39 0.51 0.76 0.69 2.89 2.64
US TIPS TR TR 08-18-17 -0.26 1.90 0.47 0.35 -0.24 0.80 0.60
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 08-18-17 0.07 3.21 0.50 1.11 0.06 2.62 2.32
BBgBarc US Government TR TR 08-18-17 0.01 2.73 0.60 0.97 -1.34 2.06 1.53
BBgBarc US MBS TR TR 08-18-17 0.03 2.20 0.48 0.67 0.51 2.42 2.10
BofAML US HY Master II TR TR 08-18-17 0.04 5.36 -0.24 1.22 8.43 4.70 6.50
USTREAS T-Bill Auction Ave 3 --- 07-31-17 --- 0.48 0.09 0.25 0.65 0.29 0.20
USTREAS T-Bill Cnst Mat Rate 10 TR 07-31-17 --- 2.70 0.28 0.48 -5.38 2.86 0.65
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 08-18-17 0.00 4.90 0.76 1.60 0.60 3.44 3.30
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 08-18-17 1.14 15.22 0.67 0.75 -1.04 -10.65 -3.98
Euronext BEL 20 PR EUR PR 08-18-17 1.51 8.83 1.35 0.48 11.56 7.64 10.43
Euronext Paris CAC 40 NR EUR TR 08-18-17 1.05 7.18 -1.14 -2.55 17.88 9.08 10.59
Euronext Paris CAC 40 PR EUR PR 08-18-17 1.05 5.18 -1.14 -3.32 15.26 6.53 7.95
FSE DAX PR EUR PR 08-18-17 1.26 3.17 -2.13 -3.58 11.72 6.62 8.42
FSE DAX TR EUR TR 08-18-17 1.26 5.96 -2.13 -3.37 14.73 9.58 11.56
FTSE 100 PR GBP PR 08-18-17 0.19 2.54 -0.90 -1.51 6.62 2.80 4.59
FTSE 100 TR GBP TR 08-18-17 0.32 5.72 -0.08 -0.34 10.88 6.88 8.59
FTSE 250 PR GBP PR 08-18-17 0.42 8.57 0.07 -0.33 9.82 7.50 11.06
Hang Seng Hong Kong Composite PR HKD TR 08-18-17 0.86 23.41 1.70 8.22 18.87 2.77 6.41
Hang Seng HSI PR HKD PR 08-18-17 0.61 22.94 1.97 7.60 17.48 2.72 6.10
MSCI AC Far East Ex Japan PR USD PR 08-18-17 1.31 26.01 0.22 6.80 18.35 2.54 5.22
MSCI ACWI PR USD PR 08-18-17 -0.15 11.57 -0.80 3.14 11.66 3.34 7.65
MSCI EAFE NR USD TR 08-18-17 0.07 16.13 0.01 3.14 15.25 2.79 8.13
MSCI EAFE PR LCL PR 08-18-17 0.16 5.53 -1.09 -0.48 13.29 4.53 8.36
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 08-18-17 0.56 6.14 -0.95 -1.29 10.83 3.95 6.72
MSCI EM Latin America PR USD PR 08-18-17 1.55 19.52 2.49 13.68 12.06 -7.26 -5.29
MSCI EM PR LCL PR 08-18-17 1.43 18.53 1.05 6.66 15.39 3.94 5.24
MSCI EM PR USD PR 08-18-17 1.61 22.88 0.60 7.20 15.62 -0.55 1.76
MSCI Europe NR USD TR 08-18-17 0.20 17.54 -0.45 2.17 16.31 1.92 8.03
MSCI Europe PR LCL PR 08-18-17 0.55 5.86 -1.14 -1.75 11.60 4.58 7.04
MSCI Hong Kong PR USD PR 08-18-17 -0.13 22.21 0.95 4.67 13.79 3.32 7.48
MSCI Japan NR USD TR 08-18-17 -0.84 12.24 1.18 4.52 13.75 6.55 10.03
MSCI Japan PR LCL PR 08-18-17 -1.15 3.70 -1.55 2.23 21.28 6.77 15.03
MSCI North America NR USD TR 08-18-17 -0.56 9.19 -1.30 3.03 12.15 7.78 12.18
MSCI Pacific Ex Japan NR USD TR 08-18-17 1.08 17.68 1.11 6.49 15.05 1.50 5.86
MSCI Pacific Ex Japan PR LCL PR 08-18-17 0.52 8.41 0.79 1.65 9.19 1.23 5.45
MSCI Pacific NR USD TR 08-18-17 -0.19 14.05 1.16 5.19 14.19 4.68 8.46
MSCI Pacific PR LCL PR 08-18-17 -0.58 5.31 -0.75 2.05 17.11 4.62 11.08
MSCI World ex USA NR USD TR 08-18-17 0.07 15.11 -0.08 3.40 14.48 2.22 7.52
MSCI World Ex USA PR LCL PR 08-18-17 0.09 4.80 -1.13 -0.61 12.36 4.01 7.98
Nikkei 225 Average PR JPY PR 08-18-17 -1.31 1.86 -2.65 -0.43 18.10 8.31 16.27
S&P BSE SENSEX India INR PR 08-18-17 1.00 18.40 -0.59 3.58 12.09 6.10 12.25
S&P/ASX All Ordinaries PR PR 08-18-17 0.96 1.39 1.05 0.40 3.41 1.29 5.70
S&P/TSX Composite PR PR 08-18-17 -0.54 -2.19 -1.30 -2.13 1.75 -0.85 4.34
SIX SMI PR CHF PR 08-18-17 -0.11 7.96 -1.15 -0.72 8.36 1.63 6.33
SIX SMI TR CHF PR 08-18-17 -0.11 11.42 -1.14 -0.68 11.93 5.02 9.76
SSE Composite PR CNY PR 08-18-17 1.88 5.32 2.55 5.78 5.30 13.43 9.10
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 08-18-17 -0.21 10.82 -1.01 3.18 12.84 5.98 10.44
Con Tgt Risk TR USD TR 08-18-17 -0.01 4.66 0.25 1.45 2.63 2.52 3.33
Mod Agg Tgt Risk TR USD TR 08-18-17 -0.14 9.64 -0.74 2.89 10.86 5.38 9.10
Mod Con Tgt Risk TR USD TR 08-18-17 -0.07 6.24 -0.14 1.88 5.31 3.73 5.49
Mod Tgt Risk TR USD TR 08-18-17 -0.10 7.83 -0.42 2.39 7.99 4.57 7.31
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 08-18-17 -0.21 5.48 -0.27 1.67 5.30 3.51 5.77
Lifetime Agg 2005 TR USD TR 08-18-17 -0.21 5.93 -0.29 1.82 5.68 3.76 6.27
Lifetime Agg 2010 TR USD TR 08-18-17 -0.21 6.52 -0.34 2.02 6.29 4.08 6.90
Lifetime Agg 2015 TR USD TR 08-18-17 -0.21 7.18 -0.42 2.23 7.12 4.43 7.66
Lifetime Agg 2020 TR USD TR 08-18-17 -0.22 7.93 -0.54 2.45 8.24 4.83 8.55
Lifetime Agg 2025 TR USD TR 08-18-17 -0.23 8.72 -0.70 2.67 9.60 5.23 9.42
Lifetime Agg 2030 TR USD TR 08-18-17 -0.24 9.42 -0.86 2.85 10.89 5.53 10.03
Lifetime Agg 2035 TR USD TR 08-18-17 -0.25 9.87 -0.98 2.97 11.74 5.67 10.28
Lifetime Agg 2040 TR USD TR 08-18-17 -0.24 10.11 -1.02 3.03 12.09 5.66 10.28
Lifetime Agg 2045 TR USD TR 08-18-17 -0.22 10.23 -1.02 3.07 12.16 5.57 10.19
Lifetime Agg 2050 TR USD TR 08-18-17 -0.21 10.34 -1.01 3.10 12.19 5.47 10.08
Lifetime Agg 2055 TR USD TR 08-18-17 -0.19 10.44 -0.99 3.14 12.20 5.36 9.97
Lifetime Agg Incm TR USD TR 08-18-17 -0.21 5.48 -0.27 1.67 5.30 3.52 5.67
Lifetime Con 2000 TR USD TR 08-18-17 -0.14 3.82 0.14 1.18 2.38 2.16 3.05
Lifetime Con 2005 TR USD TR 08-18-17 -0.14 4.15 0.16 1.31 2.45 2.37 3.39
Lifetime Con 2010 TR USD TR 08-18-17 -0.13 4.66 0.17 1.50 2.71 2.65 3.87
Lifetime Con 2015 TR USD TR 08-18-17 -0.13 5.24 0.15 1.70 3.17 2.98 4.45
Lifetime Con 2020 TR USD TR 08-18-17 -0.12 5.85 0.09 1.90 3.77 3.32 5.09
Lifetime Con 2025 TR USD TR 08-18-17 -0.12 6.50 0.01 2.10 4.54 3.69 5.87
Lifetime Con 2030 TR USD TR 08-18-17 -0.13 7.27 -0.12 2.31 5.68 4.10 6.84
Lifetime Con 2035 TR USD TR 08-18-17 -0.14 8.13 -0.31 2.54 7.20 4.56 7.86
Lifetime Con 2040 TR USD TR 08-18-17 -0.16 8.93 -0.52 2.74 8.76 4.94 8.65
Lifetime Con 2045 TR USD TR 08-18-17 -0.17 9.49 -0.68 2.88 9.84 5.14 9.02
Lifetime Con 2050 TR USD TR 08-18-17 -0.17 9.82 -0.75 2.96 10.40 5.19 9.13
Lifetime Con 2055 TR USD TR 08-18-17 -0.16 10.01 -0.78 3.01 10.59 5.15 9.11
Lifetime Con Incm TR USD TR 08-18-17 -0.14 3.82 0.14 1.18 2.38 2.16 3.00
Lifetime Mod 2000 TR USD TR 08-18-17 -0.17 4.56 -0.08 1.40 3.73 2.80 4.43
Lifetime Mod 2005 TR USD TR 08-18-17 -0.17 4.94 -0.08 1.54 3.95 3.02 4.83
Lifetime Mod 2010 TR USD TR 08-18-17 -0.17 5.47 -0.09 1.73 4.37 3.31 5.36
Lifetime Mod 2015 TR USD TR 08-18-17 -0.17 6.07 -0.14 1.92 4.97 3.64 6.01
Lifetime Mod 2020 TR USD TR 08-18-17 -0.17 6.74 -0.22 2.13 5.80 4.00 6.81
Lifetime Mod 2025 TR USD TR 08-18-17 -0.18 7.53 -0.35 2.36 7.02 4.43 7.79
Lifetime Mod 2030 TR USD TR 08-18-17 -0.20 8.39 -0.54 2.59 8.54 4.88 8.76
Lifetime Mod 2035 TR USD TR 08-18-17 -0.21 9.14 -0.73 2.78 9.99 5.22 9.46
Lifetime Mod 2040 TR USD TR 08-18-17 -0.22 9.66 -0.87 2.91 10.96 5.39 9.77
Lifetime Mod 2045 TR USD TR 08-18-17 -0.21 9.92 -0.93 2.98 11.38 5.40 9.81
Lifetime Mod 2050 TR USD TR 08-18-17 -0.20 10.07 -0.93 3.02 11.50 5.33 9.74
Lifetime Mod 2055 TR USD TR 08-18-17 -0.19 10.19 -0.93 3.06 11.55 5.24 9.65
Lifetime Mod Incm TR USD TR 08-18-17 -0.17 4.56 -0.08 1.40 3.73 2.80 4.35
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 08-18-17 -0.21 -7.81 -0.79 -0.62 -10.87 -4.80 -5.31
Lng/Shrt Cmdty TR TR 08-18-17 0.30 -8.12 0.16 -0.30 -10.29 -4.48 -4.17
Lng-Only Cmdty TR TR 08-18-17 -1.01 -8.03 0.15 -1.87 -7.12 -16.13 -11.84
Shrt/Flt Cmdty TR TR 08-17-17 1.80 1.02 -0.58 2.62 2.05 0.82 1.31
Shrt-Only Cmdty TR TR 08-18-17 1.00 8.29 -0.56 1.37 4.28 13.81 9.07
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