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 10-21-14 3.78 6.00 -3.33 -1.31 12.41 18.78 15.08
Style
Large Cap TR 10-21-14 3.31 6.72 -3.35 -1.15 13.49 18.53 14.47
Large Core TR 10-21-14 3.06 7.89 -2.57 -0.14 14.03 20.70 15.59
Large Growth TR 10-21-14 4.67 8.43 -2.39 0.64 15.89 19.17 15.59
Large Value TR 10-21-14 2.13 3.84 -5.13 -3.97 10.53 15.91 12.32
Mid Cap TR 10-21-14 5.15 5.58 -3.35 -1.57 11.19 19.70 16.82
Mid Core TR 10-21-14 5.54 7.91 -2.94 -1.67 13.90 20.55 17.89
Mid Growth TR 10-21-14 6.10 3.87 -3.09 0.17 8.83 16.65 15.99
Mid Value TR 10-21-14 3.75 5.19 -4.07 -3.21 11.10 22.02 16.55
Small Cap TR 10-21-14 4.99 -0.40 -3.01 -2.34 4.74 18.54 15.83
Small Core TR 10-21-14 4.86 1.11 -3.30 -2.99 6.36 18.59 15.07
Small Growth TR 10-21-14 5.92 -4.25 -2.75 -1.36 -0.38 17.14 15.97
Small Value TR 10-21-14 4.21 1.88 -2.99 -2.64 8.35 19.83 16.42
US Core TR 10-21-14 3.67 7.40 -2.69 -0.65 13.45 20.51 16.07
US Growth TR 10-21-14 5.03 6.66 -2.54 0.42 13.32 18.52 15.76
US Value TR 10-21-14 2.59 3.98 -4.78 -3.73 10.48 17.42 13.46
Sector
Cyclical TR 10-21-14 3.49 1.47 -4.46 -2.04 7.45 20.13 13.90
— Basic Materials TR 10-21-14 6.84 3.65 -6.11 -3.98 9.80 13.42 10.43
— Consumer Cyclical TR 10-21-14 4.72 -1.80 -4.15 -1.99 5.42 20.61 20.27
— Financial Services TR 10-21-14 1.98 0.28 -5.72 -1.92 7.20 22.82 10.74
— Real Estate TR 10-21-14 2.50 18.20 1.73 -0.79 13.13 14.67 16.79
Defensive TR 10-21-14 3.00 11.30 -2.65 1.69 16.82 20.36 16.02
— Consumer Defensive TR 10-21-14 1.29 7.31 -1.43 1.31 12.35 16.18 14.82
— Healthcare TR 10-21-14 4.61 13.17 -4.22 2.04 20.50 26.65 19.65
— Utilities TR 10-21-14 1.42 15.37 0.60 1.35 15.48 12.06 12.51
Sensitive TR 10-21-14 4.49 3.12 -6.73 -5.84 10.13 15.78 13.46
— Communication Services TR 10-21-14 1.95 2.42 -5.88 -4.12 8.16 19.76 18.25
— Energy TR 10-21-14 7.39 -0.70 -9.49 -12.37 2.37 10.28 10.33
— Industrials TR 10-21-14 5.53 0.00 -4.81 -4.07 9.12 19.50 16.11
— Technology TR 10-21-14 3.09 7.61 -6.87 -3.81 15.71 15.84 13.74
Moat
Morningstar Wide Moat Focus TR 10-21-14 2.92 7.57 -2.87 0.00 12.45 21.95 16.52
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 10-21-14 1.86 2.06 -3.75 -2.03 10.44 14.93 13.71
NASDAQ Composite PR PR 10-21-14 4.55 5.82 -3.50 -0.12 12.74 18.78 15.49
NYSE Composite PR --- 10-21-14 3.09 0.97 -4.45 -4.17 5.19 12.22 8.12
Russell 2000 TR TR 10-21-14 4.84 -3.39 -2.86 -2.63 1.34 17.64 14.48
S&P 500 TR TR 10-21-14 3.40 6.74 -3.31 -1.15 13.57 18.70 14.81
S&P MidCap 400 TR 10-21-14 5.13 2.94 -3.60 -2.53 7.45 18.39 15.95
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 10-21-14 0.06 5.64 1.75 1.65 4.90 3.23 4.43
Intermediate Core Bond TR 10-21-14 0.16 5.30 1.69 1.66 4.41 3.27 4.36
Long-Term Core Bond TR 10-21-14 -0.19 13.19 3.46 2.98 11.41 5.85 7.97
Short-Term Core Bond TR 10-21-14 0.06 1.40 0.68 0.71 1.45 1.33 1.94
Corporate
Corp Bond TR 10-21-14 -0.08 7.32 1.64 1.35 7.33 5.83 6.53
Intermediate Corp Bond TR 10-21-14 0.02 5.21 1.37 1.22 5.45 5.91 6.39
Long-Term Corp Bond TR 10-21-14 -0.21 12.24 2.49 1.95 11.88 7.62 8.78
Short-Term Corp Bond TR 10-21-14 0.02 2.07 0.62 0.63 2.39 3.26 3.50
Government
Intermediate US Govt Bond TR 10-21-14 0.17 4.27 2.25 1.93 2.99 1.86 3.92
Long-Term US Govt Bond TR 10-21-14 -0.17 15.01 4.66 4.28 11.48 4.21 7.08
Short-Term US Govt Bond TR 10-21-14 0.08 1.19 0.70 0.74 1.16 0.76 1.45
US Govt Bond TR 10-21-14 0.05 4.71 1.96 1.82 3.71 1.93 3.56
Other
Mortgage Bond TR 10-21-14 0.18 5.68 1.55 1.65 4.68 3.19 4.12
TIPS TR 10-21-14 -0.15 5.43 1.66 -0.77 3.04 1.81 4.72
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 10-21-14 0.07 5.66 1.76 1.62 5.06 3.12 4.41
Barclays US Government TR TR 10-21-14 0.05 4.59 1.93 1.79 3.69 1.93 3.48
Barclays US MBS TR TR 10-21-14 0.18 5.46 1.54 1.57 4.74 2.58 3.67
BofAML US HY Master II TR TR 10-21-14 1.38 4.49 -0.39 -0.42 6.18 9.95 10.22
USTREAS T-Bill Auction Ave 3 --- 09-30-14 --- 0.03 0.00 0.01 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 09-30-14 --- 6.59 -1.29 0.70 3.67 0.32 3.87
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 10-21-14 -0.36 8.50 1.27 2.26 9.16 5.05 5.23
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 10-21-14 0.22 -2.40 -4.72 -6.94 -3.20 6.70 8.52
Euronext BEL 20 PR EUR PR 10-22-14 5.01 4.72 -4.93 -3.23 5.25 12.70 3.67
Euronext Paris CAC 40 NR EUR TR 10-22-14 4.20 -2.49 -7.44 -5.90 -2.14 11.94 4.39
Euronext Paris CAC 40 PR EUR PR 10-22-14 4.20 -4.44 -7.60 -6.05 -4.43 8.98 1.45
FSE DAX PR EUR PR 10-22-14 4.30 -8.96 -8.30 -8.16 -2.80 10.74 5.70
FSE DAX TR EUR TR 10-22-14 4.30 -6.41 -8.30 -8.16 -0.08 14.40 9.18
FTSE 100 PR GBP PR 10-22-14 3.03 -5.18 -5.52 -5.82 -4.42 5.25 4.21
FTSE 100 TR GBP TR 10-22-14 3.04 -2.36 -5.45 -4.96 -1.04 9.18 7.98
FTSE 250 PR GBP PR 10-22-14 5.15 -4.80 -3.65 -3.07 -2.21 13.90 10.24
Hang Seng Hong Kong Composite PR HKD TR 10-22-14 0.95 -1.70 -2.28 -1.96 -1.19 8.99 0.94
Hang Seng HSI PR HKD PR 10-22-14 0.90 0.18 -2.54 -1.83 0.12 9.01 1.00
MSCI AC Far East Ex Japan PR USD PR 10-22-14 1.37 0.13 -3.49 -5.44 -1.47 7.02 4.02
MSCI ACWI PR USD PR 10-21-14 2.11 -0.76 -5.31 -5.40 2.19 10.28 6.39
MSCI EAFE NR USD TR 10-22-14 2.81 -5.15 -5.84 -9.03 -4.04 9.68 5.09
MSCI EAFE PR LCL PR 10-22-14 3.18 -2.58 -5.37 -4.21 -0.13 10.84 3.86
MSCI EASEA PR LCL PR 10-22-14 3.78 -1.66 -4.89 -4.56 -0.50 9.07 3.51
MSCI EM Latin America PR USD PR 10-21-14 -6.83 -4.53 -10.27 -13.57 -12.06 -5.31 -5.22
MSCI EM PR LCL PR 10-21-14 -1.03 0.29 -5.87 -4.44 -1.24 5.36 2.35
MSCI EM PR USD PR 10-21-14 -1.04 -2.09 -6.84 -7.66 -5.84 2.19 0.28
MSCI Europe NR USD TR 10-22-14 3.85 -6.57 -7.16 -10.23 -4.17 10.23 4.95
MSCI Europe PR LCL PR 10-22-14 4.12 -2.42 -5.87 -5.03 -0.95 9.04 3.74
MSCI Hong Kong PR USD PR 10-22-14 1.43 3.93 0.15 -1.01 3.87 12.50 6.07
MSCI Japan NR USD TR 10-22-14 0.01 -6.18 -5.01 -7.35 -5.59 7.72 4.84
MSCI Japan PR LCL PR 10-22-14 0.97 -5.81 -7.13 -2.75 1.34 18.42 6.13
MSCI North America NR USD TR 10-21-14 3.54 5.88 -3.63 -1.82 11.90 16.93 13.38
MSCI Pacific Ex Japan NR USD TR 10-22-14 2.16 3.60 -0.33 -5.64 -1.71 10.29 6.77
MSCI Pacific Ex Japan PR LCL PR 10-22-14 2.01 1.39 0.15 -2.47 0.89 9.50 2.89
MSCI Pacific NR USD TR 10-22-14 0.82 -2.63 -3.27 -6.69 -4.13 8.71 5.57
MSCI Pacific PR LCL PR 10-22-14 1.36 -3.31 -4.48 -2.69 1.09 14.60 4.58
MSCI World ex USA NR USD TR 10-21-14 1.20 -4.98 -7.10 -8.84 -3.11 9.03 4.73
MSCI World Ex USA PR LCL PR 10-21-14 0.60 -2.71 -6.75 -4.35 0.27 10.04 3.51
Nikkei 225 Average PR JPY PR 10-22-14 0.81 -6.72 -6.23 -0.96 3.28 20.53 8.16
S&P BSE SENSEX India INR PR 10-22-14 1.66 26.53 -1.54 2.93 28.38 16.86 9.79
S&P/ASX All Ordinaries PR PR 10-22-14 2.58 0.38 0.10 -2.90 0.04 8.53 2.20
S&P/TSX Composite PR PR 10-21-14 3.64 6.80 -4.70 -4.61 10.32 6.78 4.92
Shanghai SE Composite PR CNY PR 10-22-14 -1.98 9.95 1.60 12.10 5.24 0.13 -5.28
SIX SMI CHF PR 10-22-14 4.44 3.70 -3.53 -1.02 3.55 13.92 5.84
SIX SMI TR CHF PR 10-22-14 4.44 6.92 -3.53 -0.94 6.78 17.64 9.24
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 10-21-14 2.54 1.95 -4.29 -4.10 5.57 14.07 11.11
Conservative Target Risk TR 10-21-14 0.52 3.37 0.09 -0.64 3.73 4.85 5.09
Moderate Target Risk TR 10-21-14 1.61 3.02 -2.16 -2.36 5.25 10.03 8.60
Moderately Aggr Target Risk TR 10-21-14 2.13 2.34 -3.40 -3.37 5.38 12.31 10.04
Moderately Cons Target Risk TR 10-21-14 1.08 3.24 -1.02 -1.45 4.59 7.55 6.92
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 10-21-14 1.38 3.58 -1.27 -1.58 5.27 8.66 8.15
Lifetime Aggressive 2005 TR 10-21-14 1.48 3.75 -1.44 -1.70 5.65 9.40 8.66
Lifetime Aggressive 2010 TR 10-21-14 1.62 3.81 -1.71 -1.90 6.00 10.27 9.24
Lifetime Aggressive 2015 TR 10-21-14 1.81 3.75 -2.11 -2.20 6.30 11.30 9.87
Lifetime Aggressive 2020 TR 10-21-14 2.06 3.50 -2.66 -2.62 6.51 12.46 10.51
Lifetime Aggressive 2025 TR 10-21-14 2.33 3.07 -3.29 -3.13 6.54 13.50 11.04
Lifetime Aggressive 2030 TR 10-21-14 2.54 2.59 -3.84 -3.59 6.35 14.14 11.31
Lifetime Aggressive 2035 TR 10-21-14 2.63 2.22 -4.17 -3.91 6.06 14.31 11.32
Lifetime Aggressive 2040 TR 10-21-14 2.62 2.00 -4.30 -4.08 5.76 14.21 11.20
Lifetime Aggressive 2045 TR 10-21-14 2.57 1.85 -4.36 -4.19 5.50 14.05 11.04
Lifetime Aggressive 2050 TR 10-21-14 2.51 1.71 -4.40 -4.30 5.24 13.88 10.88
Lifetime Aggressive 2055 TR 10-21-14 2.46 1.57 -4.45 -4.41 4.98 13.71 10.70
Lifetime Aggressive Income TR 10-21-14 1.37 3.48 -1.25 -1.57 5.11 8.38 7.92
Lifetime Conservative 2000 TR 10-21-14 0.58 3.67 0.12 -0.76 3.75 4.90 5.69
Lifetime Conservative 2005 TR 10-21-14 0.62 4.08 0.13 -0.72 4.25 5.46 6.13
Lifetime Conservative 2010 TR 10-21-14 0.70 4.41 0.04 -0.77 4.76 6.18 6.65
Lifetime Conservative 2015 TR 10-21-14 0.81 4.65 -0.14 -0.87 5.24 6.99 7.22
Lifetime Conservative 2020 TR 10-21-14 0.95 4.78 -0.40 -1.05 5.66 7.88 7.81
Lifetime Conservative 2025 TR 10-21-14 1.13 4.76 -0.78 -1.33 6.02 8.96 8.48
Lifetime Conservative 2030 TR 10-21-14 1.39 4.48 -1.37 -1.78 6.26 10.25 9.22
Lifetime Conservative 2035 TR 10-21-14 1.70 3.97 -2.12 -2.36 6.30 11.50 9.87
Lifetime Conservative 2040 TR 10-21-14 1.96 3.38 -2.81 -2.93 6.12 12.36 10.29
Lifetime Conservative 2045 TR 10-21-14 2.09 2.94 -3.25 -3.33 5.84 12.67 10.39
Lifetime Conservative 2050 TR 10-21-14 2.12 2.69 -3.45 -3.56 5.59 12.72 10.36
Lifetime Conservative 2055 TR 10-21-14 2.09 2.52 -3.55 -3.70 5.35 12.63 10.23
Lifetime Conservative Income TR 10-21-14 0.58 3.53 0.11 -0.77 3.59 4.70 5.48
Lifetime Moderate 2000 TR 10-21-14 1.00 3.62 -0.61 -1.19 4.55 6.86 6.99
Lifetime Moderate 2005 TR 10-21-14 1.06 3.91 -0.68 -1.23 4.97 7.49 7.44
Lifetime Moderate 2010 TR 10-21-14 1.16 4.11 -0.85 -1.34 5.40 8.25 7.97
Lifetime Moderate 2015 TR 10-21-14 1.30 4.20 -1.12 -1.53 5.78 9.14 8.56
Lifetime Moderate 2020 TR 10-21-14 1.50 4.14 -1.54 -1.84 6.12 10.26 9.24
Lifetime Moderate 2025 TR 10-21-14 1.77 3.85 -2.15 -2.31 6.35 11.55 9.97
Lifetime Moderate 2030 TR 10-21-14 2.08 3.35 -2.87 -2.88 6.36 12.71 10.56
Lifetime Moderate 2035 TR 10-21-14 2.32 2.80 -3.49 -3.40 6.17 13.44 10.88
Lifetime Moderate 2040 TR 10-21-14 2.42 2.40 -3.87 -3.75 5.88 13.69 10.94
Lifetime Moderate 2045 TR 10-21-14 2.43 2.17 -4.03 -3.94 5.60 13.63 10.84
Lifetime Moderate 2050 TR 10-21-14 2.39 2.02 -4.10 -4.06 5.35 13.51 10.71
Lifetime Moderate 2055 TR 10-21-14 2.34 1.88 -4.16 -4.17 5.10 13.35 10.55
Lifetime Moderate Income TR 10-21-14 0.99 3.50 -0.60 -1.19 4.40 6.63 6.77
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 10-21-14 -0.26 -5.45 0.26 -3.11 -6.48 -4.57 0.47
Long/Short Commodity TR 10-21-14 -0.20 -5.24 -1.02 -1.28 -3.48 -4.18 -0.14
Long-Only Commodity TR 10-21-14 -0.33 -9.71 -3.94 -11.40 -10.80 -4.25 1.05
Short/Flat Commodity TR 10-21-14 -0.04 0.22 -1.24 1.85 3.26 0.29 -0.56
Short-Only Commodity TR 10-21-14 0.14 8.08 3.77 12.29 10.46 1.16 -3.73
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