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 07-23-14 0.35 8.17 1.01 6.02 19.47 16.12 18.11
Style
Large Cap TR 07-23-14 0.36 8.76 1.59 6.71 19.80 16.45 17.20
Large Core TR 07-23-14 0.13 8.11 0.72 5.22 16.83 18.32 17.74
Large Growth TR 07-23-14 1.03 9.25 2.87 9.00 26.76 16.66 17.96
Large Value TR 07-23-14 -0.09 8.94 1.17 5.86 15.94 14.45 15.99
Mid Cap TR 07-23-14 0.25 7.85 -0.08 4.76 19.92 15.64 20.69
Mid Core TR 07-23-14 -0.05 9.99 0.57 5.97 21.58 16.76 21.64
Mid Growth TR 07-23-14 0.84 4.74 -0.55 3.98 17.13 11.76 19.09
Mid Value TR 07-23-14 -0.02 9.13 -0.28 4.34 21.42 18.59 21.34
Small Cap TR 07-23-14 0.46 2.89 -1.99 2.41 14.48 13.78 19.68
Small Core TR 07-23-14 0.14 4.63 -1.97 2.56 15.11 12.96 19.12
Small Growth TR 07-23-14 0.84 -1.77 -2.99 1.85 12.40 12.14 18.22
Small Value TR 07-23-14 0.43 5.77 -1.02 2.81 15.76 16.33 21.70
US Core TR 07-23-14 0.09 8.23 0.50 5.18 17.65 17.66 18.67
US Growth TR 07-23-14 0.98 7.61 1.80 7.51 23.79 15.35 18.26
US Value TR 07-23-14 -0.04 8.76 0.73 5.35 17.08 15.42 17.47
Sector
Cyclical TR 07-23-14 0.11 4.09 0.76 4.33 14.07 16.27 17.83
— Basic Materials TR 07-23-14 0.73 8.83 0.71 5.29 23.53 6.98 14.74
— Consumer Cyclical TR 07-23-14 -0.02 0.52 1.20 3.97 14.58 19.05 23.65
— Financial Services TR 07-23-14 -0.07 2.76 0.01 3.65 12.13 18.00 15.00
— Real Estate TR 07-23-14 0.66 19.89 2.50 7.52 11.16 10.27 22.04
Defensive TR 07-23-14 0.84 10.38 0.89 5.83 17.77 18.71 17.26
— Consumer Defensive TR 07-23-14 -0.36 5.79 -0.32 4.14 11.31 15.30 16.54
— Healthcare TR 07-23-14 1.95 12.90 2.39 8.08 24.79 23.31 20.98
— Utilities TR 07-23-14 -0.24 13.60 -1.67 1.68 11.03 12.58 12.98
Sensitive TR 07-23-14 0.24 10.39 1.28 7.50 25.25 14.71 17.57
— Communication Services TR 07-23-14 -0.74 7.15 2.68 7.49 14.59 17.82 20.89
— Energy TR 07-23-14 0.32 14.86 -0.70 7.31 23.27 10.30 17.76
— Industrials TR 07-23-14 -0.57 4.51 -0.64 3.05 21.59 16.56 20.50
— Technology TR 07-23-14 0.98 12.93 3.49 11.08 32.19 15.40 17.01
Moat
Morningstar Wide Moat Focus TR 07-23-14 0.35 8.00 1.56 3.93 22.09 19.76 18.80
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 07-23-14 -0.27 4.39 1.00 4.14 12.35 13.34 16.52
NASDAQ Composite PR PR 07-23-14 1.08 7.11 2.40 8.40 24.99 16.10 17.78
NYSE Composite PR --- 07-23-14 0.05 6.00 0.09 4.18 14.12 9.45 11.83
Russell 2000 TR TR 07-23-14 0.58 0.22 -2.16 1.31 11.51 12.79 17.80
S&P 500 TR TR 07-23-14 0.29 8.71 1.38 6.49 19.87 16.40 17.73
S&P MidCap 400 TR 07-23-14 0.19 6.07 -0.68 4.09 15.67 14.22 19.73
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 07-23-14 0.32 4.02 0.61 1.56 3.98 3.58 4.76
Intermediate Core Bond TR 07-23-14 0.26 3.65 0.34 1.56 3.97 3.29 4.56
Long-Term Core Bond TR 07-23-14 0.88 10.09 2.04 3.52 8.38 7.55 8.76
Short-Term Core Bond TR 07-23-14 0.07 0.75 0.12 0.30 1.21 1.20 2.12
Corporate
Corp Bond TR 07-23-14 0.39 6.06 0.95 2.13 6.82 5.88 7.56
Intermediate Corp Bond TR 07-23-14 0.24 4.14 0.59 1.79 5.61 5.31 7.30
Long-Term Corp Bond TR 07-23-14 0.70 10.31 1.70 3.45 10.31 8.28 10.30
Short-Term Corp Bond TR 07-23-14 0.06 1.52 0.17 0.54 2.73 2.87 4.00
Government
Intermediate US Govt Bond TR 07-23-14 0.29 2.46 0.55 1.19 1.74 2.24 4.01
Long-Term US Govt Bond TR 07-23-14 1.10 10.42 2.46 3.60 6.64 6.53 7.13
Short-Term US Govt Bond TR 07-23-14 0.07 0.51 0.10 0.23 0.75 0.71 1.49
US Govt Bond TR 07-23-14 0.34 2.93 0.71 1.17 2.17 2.66 3.66
Other
Mortgage Bond TR 07-23-14 0.25 3.97 0.22 1.65 4.49 3.16 4.27
TIPS TR 07-23-14 0.48 6.21 1.04 2.86 3.66 3.06 5.87
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 07-23-14 0.34 4.06 0.63 1.57 4.11 3.39 4.78
Barclays US Government TR TR 07-23-14 0.33 2.85 0.69 1.16 2.18 2.62 3.57
Barclays US MBS TR TR 07-23-14 0.23 3.82 0.18 1.59 4.45 2.55 3.82
BofAML US HY Master II TR TR 07-23-14 -0.17 5.17 -0.52 1.62 8.35 8.67 13.18
USTREAS T-Bill Auction Ave 3 --- 06-30-14 --- 0.02 0.00 0.01 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-14 --- 5.85 -0.23 2.40 2.54 4.01 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 07-23-14 0.53 6.30 0.70 1.73 7.53 5.16 5.58
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 07-23-14 0.07 5.44 2.20 4.34 4.51 3.95 13.26
Euronext BEL 20 PR EUR PR 07-24-14 2.25 9.29 1.59 2.12 19.87 8.21 8.40
Euronext Paris CAC 40 NR EUR TR 07-24-14 2.19 4.60 -2.26 0.11 13.91 7.60 8.62
Euronext Paris CAC 40 PR EUR PR 07-24-14 2.19 2.67 -2.38 -1.54 11.30 4.70 5.55
FSE DAX PR EUR PR 07-24-14 0.41 -0.26 -1.45 0.47 13.70 6.63 9.76
FSE DAX TR EUR TR 07-24-14 0.41 2.53 -1.45 2.57 16.89 10.16 13.37
FTSE 100 PR GBP PR 07-24-14 1.23 1.07 0.51 1.77 3.04 4.75 8.31
FTSE 100 TR GBP TR 07-23-14 0.24 2.81 0.06 2.68 6.75 8.57 12.24
FTSE 250 PR GBP PR 07-24-14 9.76 7.13 9.80 6.75 15.07 13.04 16.55
Hang Seng Hong Kong Composite PR HKD TR 07-24-14 2.35 1.67 5.73 5.88 10.39 1.16 3.47
Hang Seng HSI PR HKD PR 07-24-14 2.41 3.35 5.27 6.76 9.64 2.38 3.81
MSCI AC Far East Ex Japan PR USD PR 07-24-14 1.68 6.77 4.40 6.18 12.43 1.23 7.45
MSCI ACWI PR USD PR 07-23-14 0.24 5.81 0.77 4.77 14.96 7.71 10.63
MSCI EAFE NR USD TR 07-23-14 -0.19 4.43 -0.68 2.93 15.43 7.77 10.38
MSCI EAFE PR LCL PR 07-23-14 0.04 1.84 -0.47 2.58 9.32 7.54 6.89
MSCI EASEA PR LCL PR 07-23-14 0.11 3.24 -0.61 1.30 11.26 6.32 7.21
MSCI EM Latin America PR USD PR 07-23-14 1.80 10.57 4.12 9.42 8.56 -6.76 1.94
MSCI EM PR LCL PR 07-23-14 0.72 6.03 3.17 6.17 11.52 2.34 6.11
MSCI EM PR USD PR 07-23-14 1.02 7.48 3.39 7.36 11.21 -2.23 5.56
MSCI Europe NR USD TR 07-23-14 -0.58 4.17 -1.80 0.93 19.51 8.59 10.92
MSCI Europe PR LCL PR 07-23-14 -0.07 2.87 -1.28 1.17 11.35 6.53 7.48
MSCI Hong Kong PR USD PR 07-24-14 2.32 6.05 5.50 4.91 12.70 5.97 8.27
MSCI Japan NR USD TR 07-24-14 -0.62 0.68 0.29 9.33 2.98 5.74 7.01
MSCI Japan PR LCL PR 07-24-14 -0.39 -3.43 -0.13 8.67 2.83 13.04 6.47
MSCI North America NR USD TR 07-23-14 0.40 8.63 1.40 6.58 19.34 14.44 16.39
MSCI Pacific Ex Japan NR USD TR 07-24-14 1.83 11.02 3.98 4.33 16.97 7.06 13.46
MSCI Pacific Ex Japan PR LCL PR 07-24-14 1.47 4.91 3.49 1.97 10.28 5.85 6.41
MSCI Pacific NR USD TR 07-24-14 0.30 4.42 1.67 7.36 7.97 6.26 9.28
MSCI Pacific PR LCL PR 07-24-14 0.31 -0.48 1.22 6.02 5.43 9.91 6.04
MSCI World ex USA NR USD TR 07-23-14 -0.04 5.22 -0.37 3.59 15.73 7.24 10.25
MSCI World Ex USA PR LCL PR 07-23-14 0.15 2.82 -0.19 2.96 10.35 7.20 6.85
Nikkei 225 Average PR JPY PR 07-24-14 -0.56 -6.18 -0.60 6.11 3.75 14.69 8.98
S&P BSE SENSEX India INR PR 07-24-14 2.78 24.10 3.56 14.84 30.77 11.96 11.30
S&P/ASX All Ordinaries PR PR 07-24-14 1.21 4.18 2.99 1.11 11.05 6.06 6.36
S&P/TSX Composite PR PR 07-23-14 1.10 13.01 1.91 5.92 20.78 4.49 7.60
Shanghai SE Composite PR CNY PR 07-24-14 2.41 -0.52 3.50 2.33 3.53 -8.75 -9.00
SIX SMI CHF PR 07-23-14 -0.14 4.90 -0.46 1.92 8.98 12.57 8.34
SIX SMI TR CHF PR 07-23-14 -0.14 8.06 -0.46 2.48 12.36 16.24 11.85
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 07-23-14 0.26 7.10 0.33 4.60 16.55 11.50 15.07
Conservative Target Risk TR 07-23-14 0.21 4.19 0.41 1.84 5.49 4.84 6.27
Moderate Target Risk TR 07-23-14 0.24 5.98 0.40 3.39 11.53 8.75 11.23
Moderately Aggr Target Risk TR 07-23-14 0.24 6.56 0.35 4.08 14.35 10.29 13.43
Moderately Cons Target Risk TR 07-23-14 0.22 5.07 0.42 2.66 8.56 6.92 8.81
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 07-23-14 0.24 5.59 0.33 3.01 9.87 7.64 10.43
Lifetime Aggressive 2005 TR 07-23-14 0.26 5.93 0.36 3.21 10.66 8.21 11.15
Lifetime Aggressive 2010 TR 07-23-14 0.28 6.26 0.39 3.44 11.63 8.84 11.98
Lifetime Aggressive 2015 TR 07-23-14 0.28 6.58 0.40 3.71 12.78 9.56 12.93
Lifetime Aggressive 2020 TR 07-23-14 0.28 6.86 0.39 4.02 14.13 10.35 13.90
Lifetime Aggressive 2025 TR 07-23-14 0.28 7.06 0.36 4.32 15.44 11.10 14.73
Lifetime Aggressive 2030 TR 07-23-14 0.27 7.15 0.32 4.52 16.35 11.58 15.22
Lifetime Aggressive 2035 TR 07-23-14 0.27 7.15 0.30 4.60 16.73 11.72 15.36
Lifetime Aggressive 2040 TR 07-23-14 0.27 7.13 0.29 4.60 16.76 11.61 15.31
Lifetime Aggressive 2045 TR 07-23-14 0.27 7.11 0.29 4.59 16.69 11.44 15.20
Lifetime Aggressive 2050 TR 07-23-14 0.28 7.09 0.29 4.58 16.60 11.25 15.08
Lifetime Aggressive 2055 TR 07-23-14 0.28 7.07 0.29 4.57 16.52 11.05 14.95
Lifetime Aggressive Income TR 07-23-14 0.24 5.47 0.32 2.96 9.62 7.45 10.05
Lifetime Conservative 2000 TR 07-23-14 0.25 4.61 0.30 2.03 5.90 4.80 7.12
Lifetime Conservative 2005 TR 07-23-14 0.27 5.01 0.36 2.19 6.48 5.32 7.68
Lifetime Conservative 2010 TR 07-23-14 0.30 5.42 0.42 2.38 7.24 5.94 8.37
Lifetime Conservative 2015 TR 07-23-14 0.32 5.82 0.47 2.60 8.12 6.61 9.13
Lifetime Conservative 2020 TR 07-23-14 0.33 6.18 0.50 2.84 9.09 7.28 9.97
Lifetime Conservative 2025 TR 07-23-14 0.34 6.52 0.52 3.12 10.25 8.01 10.96
Lifetime Conservative 2030 TR 07-23-14 0.34 6.82 0.51 3.47 11.71 8.86 12.08
Lifetime Conservative 2035 TR 07-23-14 0.33 7.02 0.47 3.82 13.22 9.71 13.10
Lifetime Conservative 2040 TR 07-23-14 0.32 7.12 0.43 4.08 14.39 10.37 13.79
Lifetime Conservative 2045 TR 07-23-14 0.32 7.16 0.40 4.21 14.95 10.60 14.06
Lifetime Conservative 2050 TR 07-23-14 0.32 7.18 0.40 4.26 15.15 10.64 14.13
Lifetime Conservative 2055 TR 07-23-14 0.32 7.18 0.40 4.28 15.17 10.53 14.06
Lifetime Conservative Income TR 07-23-14 0.24 4.47 0.28 2.00 5.75 4.57 6.81
Lifetime Moderate 2000 TR 07-23-14 0.24 5.12 0.31 2.55 7.97 6.31 8.85
Lifetime Moderate 2005 TR 07-23-14 0.27 5.48 0.36 2.71 8.63 6.84 9.47
Lifetime Moderate 2010 TR 07-23-14 0.29 5.85 0.40 2.92 9.46 7.45 10.20
Lifetime Moderate 2015 TR 07-23-14 0.30 6.20 0.43 3.15 10.44 8.11 11.05
Lifetime Moderate 2020 TR 07-23-14 0.31 6.53 0.45 3.44 11.65 8.86 12.06
Lifetime Moderate 2025 TR 07-23-14 0.31 6.82 0.43 3.79 13.13 9.73 13.15
Lifetime Moderate 2030 TR 07-23-14 0.30 7.02 0.40 4.12 14.58 10.54 14.09
Lifetime Moderate 2035 TR 07-23-14 0.29 7.11 0.36 4.35 15.61 11.08 14.66
Lifetime Moderate 2040 TR 07-23-14 0.28 7.13 0.33 4.46 16.08 11.27 14.87
Lifetime Moderate 2045 TR 07-23-14 0.29 7.12 0.32 4.47 16.16 11.20 14.85
Lifetime Moderate 2050 TR 07-23-14 0.29 7.12 0.32 4.48 16.14 11.06 14.78
Lifetime Moderate 2055 TR 07-23-14 0.30 7.11 0.33 4.47 16.07 10.88 14.66
Lifetime Moderate Income TR 07-23-14 0.24 5.00 0.30 2.50 7.77 6.11 8.52
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 07-23-14 -0.43 -2.62 -4.59 -4.57 -3.94 -5.88 2.33
Long/Short Commodity TR 07-23-14 -0.20 -4.20 -2.91 -2.98 -3.42 -5.56 0.75
Long-Only Commodity TR 07-23-14 -0.69 1.72 -6.58 -6.35 0.01 -3.37 5.89
Short/Flat Commodity TR 07-23-14 0.30 -1.57 2.00 1.61 0.70 0.27 -1.34
Short-Only Commodity TR 07-23-14 0.72 -3.57 6.66 5.63 -1.64 0.12 -7.87
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