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 09-16-14 0.40 9.16 2.30 3.32 19.53 20.57 16.00
Style
Large Cap TR 09-16-14 0.62 9.70 2.43 3.75 20.27 20.47 15.48
Large Core TR 09-16-14 0.84 9.90 3.05 3.73 18.21 22.42 16.31
Large Growth TR 09-16-14 0.30 10.61 1.88 5.10 24.97 20.25 16.74
Large Value TR 09-16-14 0.72 8.63 2.38 2.45 17.61 18.98 13.50
Mid Cap TR 09-16-14 -0.15 9.29 2.11 2.95 18.88 21.09 17.63
Mid Core TR 09-16-14 -0.57 11.17 2.02 3.29 21.41 22.19 18.56
Mid Growth TR 09-16-14 -0.14 7.03 2.23 3.27 14.92 17.30 17.12
Mid Value TR 09-16-14 0.28 9.96 2.08 2.27 20.73 23.93 17.23
Small Cap TR 09-16-14 -0.36 3.09 1.50 -0.26 13.60 19.85 16.22
Small Core TR 09-16-14 -0.34 5.11 1.74 0.10 15.87 19.62 15.86
Small Growth TR 09-16-14 -0.34 -1.40 1.42 -0.93 7.15 18.00 16.23
Small Value TR 09-16-14 -0.42 5.54 1.34 0.04 18.03 21.96 16.51
US Core TR 09-16-14 0.47 9.80 2.75 3.39 18.68 22.18 16.78
US Growth TR 09-16-14 0.18 9.08 1.92 4.34 21.62 19.50 16.83
US Value TR 09-16-14 0.56 8.68 2.25 2.25 18.29 20.19 14.47
Sector
Cyclical TR 09-16-14 0.27 5.47 2.47 3.60 15.28 22.03 14.46
— Basic Materials TR 09-16-14 0.12 9.42 1.19 3.09 20.05 13.25 11.46
— Consumer Cyclical TR 09-16-14 -0.08 2.07 2.07 3.67 12.82 23.34 21.42
— Financial Services TR 09-16-14 1.55 5.06 4.29 4.17 15.88 25.57 11.34
— Real Estate TR 09-16-14 -3.68 17.03 -2.24 1.62 16.27 13.17 14.93
Defensive TR 09-16-14 0.71 13.69 3.47 5.44 21.55 21.63 16.84
— Consumer Defensive TR 09-16-14 1.04 8.60 3.26 3.30 15.54 17.13 16.07
— Healthcare TR 09-16-14 0.69 17.05 3.79 7.98 26.41 28.20 20.36
— Utilities TR 09-16-14 -0.10 14.90 2.72 1.33 19.92 12.79 12.42
Sensitive TR 09-16-14 0.31 10.37 2.09 2.46 22.74 19.34 15.47
— Communication Services TR 09-16-14 0.35 7.90 2.36 4.49 18.39 22.10 18.92
— Energy TR 09-16-14 0.32 10.86 0.86 -1.66 18.70 15.27 14.15
— Industrials TR 09-16-14 0.24 4.50 2.33 0.25 17.88 22.00 17.00
— Technology TR 09-16-14 0.34 15.10 2.58 6.14 29.94 19.45 15.87
Moat
Morningstar Wide Moat Focus TR 09-16-14 0.61 10.19 2.90 5.22 18.09 23.66 16.55
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 09-16-14 0.74 5.13 3.03 2.68 13.15 17.13 14.78
NASDAQ Composite PR PR 09-16-14 0.01 9.01 1.97 5.36 22.46 20.19 16.37
NYSE Composite PR --- 09-16-14 0.32 5.57 1.71 1.08 13.15 14.33 9.30
Russell 2000 TR TR 09-16-14 -0.61 -0.21 0.93 -1.05 10.38 18.88 14.79
S&P 500 TR TR 09-16-14 0.57 9.74 2.43 3.68 20.21 20.61 15.75
S&P MidCap 400 TR 09-16-14 -0.21 7.13 2.17 1.87 16.91 19.79 16.74
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 09-16-14 -0.39 3.73 -0.87 0.35 4.73 2.53 4.21
Intermediate Core Bond TR 09-16-14 -0.25 3.54 -0.64 0.34 4.41 2.52 4.17
Long-Term Core Bond TR 09-16-14 -1.37 8.82 -2.37 0.62 10.92 4.60 7.36
Short-Term Core Bond TR 09-16-14 0.04 0.79 -0.19 0.18 1.34 1.06 1.91
Corporate
Corp Bond TR 09-16-14 -0.68 5.34 -1.23 0.29 8.02 5.24 6.36
Intermediate Corp Bond TR 09-16-14 -0.22 3.83 -0.80 0.44 6.29 5.21 6.33
Long-Term Corp Bond TR 09-16-14 -1.40 8.86 -2.10 0.31 12.79 6.83 8.40
Short-Term Corp Bond TR 09-16-14 0.00 1.49 -0.28 0.20 2.66 3.00 3.53
Government
Intermediate US Govt Bond TR 09-16-14 -0.10 2.19 -0.93 0.28 2.61 1.03 3.67
Long-Term US Govt Bond TR 09-16-14 -1.33 9.37 -2.67 1.02 9.31 2.49 6.20
Short-Term US Govt Bond TR 09-16-14 0.06 0.57 -0.16 0.17 0.94 0.50 1.39
US Govt Bond TR 09-16-14 -0.28 2.69 -0.91 0.38 2.99 1.20 3.28
Other
Mortgage Bond TR 09-16-14 -0.31 3.96 -0.51 0.35 4.64 2.46 3.93
TIPS TR 09-16-14 -0.65 4.43 -2.36 -0.11 4.47 1.41 4.87
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 09-16-14 -0.38 3.76 -0.86 0.35 4.97 2.42 4.20
Barclays US Government TR TR 09-16-14 -0.26 2.62 -0.86 0.39 3.01 1.22 3.21
Barclays US MBS TR TR 09-16-14 -0.28 3.77 -0.51 0.30 4.94 1.87 3.49
BofAML US HY Master II TR TR 09-16-14 -0.65 4.52 -0.67 -0.79 8.46 10.04 10.95
USTREAS T-Bill Auction Ave 3 --- 08-31-14 --- 0.03 0.00 0.01 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-14 --- 7.98 2.24 1.77 6.54 1.74 4.36
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 09-16-14 -0.15 7.08 0.00 1.51 8.76 4.50 4.89
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 09-16-14 -2.21 2.44 -3.29 0.16 7.74 7.95 11.10
Euronext BEL 20 PR EUR PR 09-17-14 -0.02 8.88 2.48 0.78 13.23 13.86 4.92
Euronext Paris CAC 40 NR EUR TR 09-17-14 -0.44 5.09 6.16 -2.19 9.39 16.57 5.89
Euronext Paris CAC 40 PR EUR PR 09-17-14 -0.44 3.15 6.16 -2.31 6.90 13.50 2.93
FSE DAX PR EUR PR 09-17-14 -0.40 -1.61 6.26 -2.61 9.32 16.28 7.47
FSE DAX TR EUR TR 09-17-14 -0.40 1.14 6.26 -2.61 12.38 20.13 11.01
FTSE 100 PR GBP PR 09-17-14 -0.72 0.47 1.37 0.21 3.21 8.10 5.60
FTSE 100 TR GBP TR 09-17-14 -0.72 3.38 1.65 1.14 6.89 12.15 9.43
FTSE 250 PR GBP PR 09-17-14 -0.61 -2.25 -0.58 -0.06 2.80 14.31 10.71
Hang Seng Hong Kong Composite PR HKD TR 09-17-14 -1.59 2.14 -2.31 4.82 4.53 7.15 2.22
Hang Seng HSI PR HKD PR 09-17-14 -1.31 4.62 -2.30 5.08 5.18 7.81 2.29
MSCI AC Far East Ex Japan PR USD PR 09-17-14 -1.44 5.40 -2.02 2.54 6.93 6.69 5.29
MSCI ACWI PR USD PR 09-16-14 -0.38 4.39 0.73 0.37 11.27 12.38 8.04
MSCI EAFE NR USD TR 09-16-14 -0.69 0.91 -0.25 -3.21 7.45 12.91 6.92
MSCI EAFE PR LCL PR 09-16-14 -0.56 2.40 2.95 0.84 7.90 13.29 5.05
MSCI EASEA PR LCL PR 09-16-14 -0.96 3.16 2.86 -0.40 7.41 11.94 4.83
MSCI EM Latin America PR USD PR 09-16-14 -1.59 8.56 0.21 2.48 4.65 -3.14 -0.79
MSCI EM PR LCL PR 09-16-14 -2.15 6.17 -0.35 2.72 7.35 6.31 4.33
MSCI EM PR USD PR 09-16-14 -3.08 5.12 -1.90 0.74 5.22 2.57 2.90
MSCI Europe NR USD TR 09-16-14 -0.31 0.46 0.70 -4.86 8.89 14.78 7.11
MSCI Europe PR LCL PR 09-16-14 -0.62 3.17 3.88 -0.64 7.78 12.60 5.15
MSCI Hong Kong PR USD PR 09-17-14 -2.14 4.99 -3.12 3.84 9.13 9.93 7.01
MSCI Japan NR USD TR 09-17-14 -0.74 -1.94 -2.02 0.08 3.24 8.82 5.13
MSCI Japan PR LCL PR 09-17-14 0.00 -0.71 2.86 5.18 9.76 19.24 6.56
MSCI North America NR USD TR 09-16-14 0.44 9.38 2.21 3.46 19.17 18.67 14.41
MSCI Pacific Ex Japan NR USD TR 09-17-14 -3.27 6.16 -3.67 -0.09 6.24 10.25 8.63
MSCI Pacific Ex Japan PR LCL PR 09-17-14 -2.57 2.06 -2.73 0.81 4.30 8.95 3.47
MSCI Pacific NR USD TR 09-17-14 -1.71 1.00 -2.65 0.02 4.37 9.39 6.41
MSCI Pacific PR LCL PR 09-17-14 -0.98 0.18 0.69 3.49 7.60 14.87 5.05
MSCI World ex USA NR USD TR 09-16-14 -0.63 1.92 -0.13 -2.60 8.31 12.27 6.90
MSCI World Ex USA PR LCL PR 09-16-14 -0.50 3.48 2.84 1.18 9.15 12.76 5.07
Nikkei 225 Average PR JPY PR 09-17-14 0.63 -2.47 3.72 6.09 11.02 21.47 8.75
S&P BSE SENSEX India INR PR 09-17-14 -1.57 25.79 2.02 4.35 34.47 16.29 9.77
S&P/ASX All Ordinaries PR PR 09-17-14 -2.92 1.09 -2.66 0.57 3.17 8.56 2.80
S&P/TSX Composite PR PR 09-16-14 -0.17 13.87 1.35 3.13 21.02 8.14 6.06
Shanghai SE Composite PR CNY PR 09-17-14 -0.45 9.07 3.64 11.67 5.60 -2.40 -5.49
SIX SMI CHF PR 09-17-14 0.11 7.59 5.48 1.82 10.12 17.41 6.91
SIX SMI TR CHF PR 09-17-14 0.11 10.86 5.51 1.84 13.48 21.21 10.34
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 09-16-14 -0.33 6.35 0.89 0.69 13.95 15.74 12.42
Conservative Target Risk TR 09-16-14 -0.29 3.36 -0.76 -0.08 5.59 4.82 5.28
Moderate Target Risk TR 09-16-14 -0.29 5.22 0.13 0.42 10.41 10.87 9.35
Moderately Aggr Target Risk TR 09-16-14 -0.29 5.81 0.58 0.57 12.36 13.62 11.10
Moderately Cons Target Risk TR 09-16-14 -0.26 4.31 -0.28 0.24 8.07 7.96 7.37
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 09-16-14 -0.19 4.96 -0.04 0.44 9.24 9.15 8.74
Lifetime Aggressive 2005 TR 09-16-14 -0.22 5.26 0.00 0.47 9.94 9.96 9.29
Lifetime Aggressive 2010 TR 09-16-14 -0.25 5.58 0.08 0.51 10.74 10.94 9.93
Lifetime Aggressive 2015 TR 09-16-14 -0.27 5.89 0.22 0.58 11.66 12.15 10.65
Lifetime Aggressive 2020 TR 09-16-14 -0.27 6.18 0.44 0.66 12.66 13.53 11.43
Lifetime Aggressive 2025 TR 09-16-14 -0.26 6.40 0.68 0.74 13.57 14.82 12.11
Lifetime Aggressive 2030 TR 09-16-14 -0.25 6.49 0.88 0.77 14.14 15.67 12.52
Lifetime Aggressive 2035 TR 09-16-14 -0.27 6.46 0.96 0.74 14.28 15.95 12.62
Lifetime Aggressive 2040 TR 09-16-14 -0.30 6.39 0.94 0.67 14.17 15.89 12.53
Lifetime Aggressive 2045 TR 09-16-14 -0.34 6.30 0.89 0.59 13.99 15.73 12.40
Lifetime Aggressive 2050 TR 09-16-14 -0.38 6.22 0.83 0.51 13.80 15.55 12.25
Lifetime Aggressive 2055 TR 09-16-14 -0.42 6.13 0.77 0.43 13.61 15.36 12.10
Lifetime Aggressive Income TR 09-16-14 -0.18 4.84 -0.04 0.44 9.00 8.85 8.50
Lifetime Conservative 2000 TR 09-16-14 -0.29 3.75 -0.79 -0.08 5.84 4.81 5.98
Lifetime Conservative 2005 TR 09-16-14 -0.35 4.10 -0.84 -0.08 6.44 5.37 6.41
Lifetime Conservative 2010 TR 09-16-14 -0.39 4.47 -0.83 -0.04 7.19 6.13 6.95
Lifetime Conservative 2015 TR 09-16-14 -0.43 4.84 -0.78 0.00 7.99 7.01 7.55
Lifetime Conservative 2020 TR 09-16-14 -0.46 5.19 -0.70 0.06 8.83 8.00 8.19
Lifetime Conservative 2025 TR 09-16-14 -0.47 5.52 -0.57 0.13 9.76 9.23 8.95
Lifetime Conservative 2030 TR 09-16-14 -0.47 5.83 -0.33 0.24 10.84 10.75 9.83
Lifetime Conservative 2035 TR 09-16-14 -0.45 6.07 -0.04 0.34 11.89 12.28 10.67
Lifetime Conservative 2040 TR 09-16-14 -0.43 6.20 0.23 0.41 12.62 13.40 11.25
Lifetime Conservative 2045 TR 09-16-14 -0.44 6.21 0.36 0.40 12.92 13.87 11.46
Lifetime Conservative 2050 TR 09-16-14 -0.47 6.19 0.37 0.36 12.95 13.98 11.49
Lifetime Conservative 2055 TR 09-16-14 -0.50 6.13 0.34 0.29 12.85 13.91 11.40
Lifetime Conservative Income TR 09-16-14 -0.28 3.63 -0.78 -0.08 5.65 4.60 5.77
Lifetime Moderate 2000 TR 09-16-14 -0.24 4.38 -0.40 0.19 7.61 7.07 7.43
Lifetime Moderate 2005 TR 09-16-14 -0.28 4.70 -0.41 0.21 8.24 7.72 7.90
Lifetime Moderate 2010 TR 09-16-14 -0.32 5.03 -0.37 0.24 8.98 8.56 8.46
Lifetime Moderate 2015 TR 09-16-14 -0.35 5.36 -0.28 0.29 9.81 9.56 9.11
Lifetime Moderate 2020 TR 09-16-14 -0.36 5.69 -0.13 0.37 10.77 10.84 9.89
Lifetime Moderate 2025 TR 09-16-14 -0.35 6.01 0.11 0.47 11.87 12.38 10.77
Lifetime Moderate 2030 TR 09-16-14 -0.34 6.24 0.40 0.57 12.88 13.83 11.53
Lifetime Moderate 2035 TR 09-16-14 -0.33 6.34 0.63 0.61 13.52 14.79 12.01
Lifetime Moderate 2040 TR 09-16-14 -0.34 6.33 0.74 0.59 13.73 15.17 12.17
Lifetime Moderate 2045 TR 09-16-14 -0.37 6.27 0.73 0.53 13.67 15.16 12.11
Lifetime Moderate 2050 TR 09-16-14 -0.41 6.21 0.68 0.46 13.53 15.04 12.01
Lifetime Moderate 2055 TR 09-16-14 -0.45 6.13 0.63 0.39 13.36 14.88 11.87
Lifetime Moderate Income TR 09-16-14 -0.23 4.27 -0.39 0.20 7.40 6.82 7.21
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 09-16-14 -0.18 -5.17 -0.51 -7.00 -6.87 -5.83 1.13
Long/Short Commodity TR 09-16-14 0.17 -4.55 1.37 -3.80 -3.76 -4.87 -0.04
Long-Only Commodity TR 09-16-14 -0.79 -4.07 -2.97 -11.26 -6.40 -4.22 3.77
Short/Flat Commodity TR 09-16-14 0.32 0.68 1.82 3.66 3.38 0.95 -1.12
Short-Only Commodity TR 09-16-14 0.70 2.20 3.28 12.03 5.27 1.13 -6.43
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