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 02-21-17 1.20 6.04 4.41 8.20 27.62 10.61 13.94
Style
US Core TR 02-21-17 1.39 6.30 4.66 8.59 29.65 11.63 15.02
US Growth TR 02-21-17 1.09 7.77 4.60 7.84 22.41 9.23 13.08
US Large Cap TR 02-21-17 1.23 6.00 4.36 8.35 25.45 11.07 13.96
US Large Core TR 02-21-17 1.38 6.34 4.51 8.59 28.71 12.27 15.43
US Large Growth TR 02-21-17 1.06 7.85 4.60 8.14 20.02 10.27 13.63
US Large Val TR 02-21-17 1.25 3.99 3.99 8.44 27.89 10.66 12.87
US Mid Cap TR 02-21-17 1.17 6.50 4.62 7.80 31.64 9.54 14.05
US Mid Core TR 02-21-17 1.54 6.90 5.26 9.02 29.82 10.03 14.09
US Mid Growth TR 02-21-17 1.10 7.76 4.54 6.92 27.95 6.39 11.43
US Mid Val TR 02-21-17 0.82 4.82 3.99 7.29 37.53 12.40 16.70
US Small Cap TR 02-21-17 0.97 5.21 4.33 7.82 39.99 8.73 13.23
US Small Core TR 02-21-17 1.11 4.24 4.42 7.36 37.95 9.62 13.35
US Small Growth TR 02-21-17 1.40 6.98 4.78 7.37 35.92 6.12 12.01
US Small Val TR 02-21-17 0.34 4.48 3.72 8.68 46.37 10.41 14.32
US Value TR 02-21-17 1.10 4.18 3.97 8.20 30.96 11.01 13.75
Sector
US Cyclcl Sup Sec TR 02-21-17 1.05 5.93 4.71 9.20 33.39 11.36 15.47
US Basic Materials TR 02-21-17 0.54 7.90 4.97 9.61 39.08 7.06 8.77
US Consumr Cyclcl TR 02-21-17 1.04 6.56 3.82 7.00 22.84 10.01 15.80
US Financial Services TR 02-21-17 1.01 5.69 5.85 10.52 44.96 13.63 18.05
US Real Estate TR 02-21-17 1.70 3.37 2.38 10.03 19.40 10.66 10.61
US Dfnsve Sup Sec TR 02-21-17 1.91 6.56 5.14 7.31 13.99 10.84 15.52
US Consumr Dfnsve TR 02-21-17 2.45 5.88 4.79 8.02 13.01 12.97 14.13
US Healthcare TR 02-21-17 1.56 7.86 5.88 6.71 14.81 9.50 17.93
US Utilities TR 02-21-17 1.85 3.13 3.05 7.90 13.19 11.17 11.90
US Snstve Sup Sec TR 02-21-17 0.90 5.82 3.72 7.91 32.47 9.95 12.00
US Commun Svc TR 02-21-17 1.38 3.93 1.36 11.68 28.28 12.72 16.73
US Energy TR 02-21-17 -1.65 -3.88 -3.02 0.13 30.93 -3.95 1.01
US Industrials TR 02-21-17 1.15 5.82 3.94 7.51 31.05 10.67 14.64
US Technology TR 02-21-17 1.50 10.37 6.84 10.66 36.85 15.15 14.51
Moat
Morningstar Wide Moat Focus TR 02-21-17 1.48 8.49 5.67 9.02 35.45 11.92 15.27
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 02-21-17 1.23 5.38 4.92 10.09 29.86 11.54 12.67
NASDAQ Composite PR PR 02-21-17 1.44 8.97 5.59 9.26 30.23 11.22 14.75
NYSE Composite PR --- 02-21-17 0.95 4.72 3.44 7.29 22.06 3.95 7.37
Russell 2000 TR TR 02-21-17 0.99 4.04 4.41 7.01 41.72 8.09 12.94
S&P 500 TR TR 02-21-17 1.22 5.96 4.35 8.15 26.00 11.12 14.09
S&P MidCap 400 TR 02-21-17 1.16 5.49 4.49 8.59 36.16 10.56 14.01
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 02-21-17 0.23 0.46 0.41 0.50 1.12 2.83 2.42
US Inter Core Bd TR Bond TR 02-21-17 0.20 0.37 0.44 0.28 0.65 2.84 2.50
US Lng Core Bd TR Bond TR 02-21-17 0.41 0.78 0.54 1.06 2.41 5.12 3.96
US Shrt Core Bd TR Bond TR 02-21-17 0.13 0.33 0.23 0.38 0.99 1.06 1.11
Corporate
US Corp Bd TR Bond TR 02-21-17 0.29 0.79 0.59 1.43 6.23 3.66 3.93
US Inter Corp Bd TR Bond TR 02-21-17 0.29 0.91 0.64 1.03 4.77 3.16 3.91
US Lng Corp Bd TR Bond TR 02-21-17 0.38 0.85 0.71 2.11 9.52 5.25 5.05
US Shrt Corp Bd TR Bond TR 02-21-17 0.15 0.61 0.38 0.74 2.83 1.70 2.28
Government
US Gov Bd TR Bond TR 02-21-17 0.26 0.40 0.27 0.09 -1.62 1.99 1.41
US Inter Gov Bd TR Bond TR 02-21-17 0.30 0.43 0.35 0.13 -1.23 1.90 1.39
US Lng Gov Bd TR Bond TR 02-21-17 0.45 0.69 0.36 -0.15 -4.70 5.15 2.97
US Shrt Gov Bd TR Bond TR 02-21-17 0.12 0.19 0.16 0.21 0.17 0.78 0.70
Other
Mortgage TR Bond TR 02-21-17 0.14 0.22 0.43 0.16 0.48 3.10 2.56
TIPS TR TR 02-21-17 0.37 0.94 0.34 0.78 4.18 2.06 0.83
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 02-21-17 0.22 0.43 0.40 0.55 1.13 2.66 2.24
BBgBarc US Government TR TR 02-21-17 0.25 0.38 0.29 0.18 -1.51 1.96 1.42
BBgBarc US MBS TR TR 02-21-17 0.13 0.14 0.37 0.12 0.18 2.64 2.01
BofAML US HY Master II TR TR 02-21-17 0.28 2.36 1.41 5.03 24.18 4.82 6.98
USTREAS T-Bill Auction Ave 3 --- 01-31-17 --- 0.04 0.04 0.13 0.36 0.15 0.12
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-17 --- 0.21 0.21 -4.79 -2.75 2.72 0.92
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 02-21-17 0.04 0.78 0.19 0.85 -0.54 3.56 2.98
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 02-21-17 -0.16 5.59 2.85 3.85 -2.37 -11.02 -5.73
Euronext BEL 20 PR EUR PR 02-22-17 0.14 0.48 0.98 4.31 7.32 6.27 9.91
Euronext Paris CAC 40 NR EUR TR 02-22-17 -0.59 0.72 0.95 7.87 16.86 6.26 10.02
Euronext Paris CAC 40 PR EUR PR 02-22-17 -0.59 0.69 0.93 7.64 13.89 3.77 7.27
FSE DAX PR EUR PR 02-21-17 1.63 3.88 2.55 11.62 23.70 4.47 8.26
FSE DAX TR EUR TR 02-22-17 1.74 4.51 3.17 11.99 25.33 7.51 11.88
FTSE 100 PR GBP PR 02-22-17 0.00 2.23 1.44 7.08 20.94 2.21 4.30
FTSE 100 TR GBP TR 02-22-17 0.37 2.69 1.85 7.75 25.73 6.09 8.25
FTSE 250 PR GBP PR 02-22-17 -0.79 3.32 2.90 5.65 14.67 4.30 10.28
Hang Seng Hong Kong Composite PR HKD TR 02-22-17 0.64 10.43 6.19 7.02 24.59 1.74 1.96
Hang Seng HSI PR HKD PR 02-22-17 0.81 9.95 5.70 6.66 24.28 2.34 2.34
MSCI AC Far East Ex Japan PR USD PR 02-21-17 0.89 9.76 5.11 9.17 22.91 1.34 1.19
MSCI ACWI PR USD PR 02-21-17 1.08 5.71 3.65 8.15 20.60 3.14 6.18
MSCI EAFE NR USD TR 02-21-17 1.00 4.31 2.14 8.21 15.88 -0.43 5.23
MSCI EAFE PR LCL PR 02-21-17 0.80 2.77 1.83 8.44 17.70 3.71 7.38
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 02-21-17 0.73 3.02 2.09 8.79 17.01 2.77 5.97
MSCI EM Latin America PR USD PR 02-21-17 2.50 13.83 8.53 15.49 52.07 -3.26 -8.87
MSCI EM PR LCL PR 02-21-17 1.24 7.00 4.14 8.61 20.79 3.70 2.27
MSCI EM PR USD PR 02-21-17 1.24 9.67 5.86 11.59 27.62 -0.48 -2.34
MSCI Europe NR USD TR 02-21-17 0.65 3.22 1.62 9.12 12.31 -2.84 4.67
MSCI Europe PR LCL PR 02-21-17 0.69 2.62 1.87 9.12 17.24 2.98 6.23
MSCI Hong Kong PR USD PR 02-21-17 0.60 9.30 3.64 3.97 20.15 3.25 4.17
MSCI Japan NR USD TR 02-22-17 1.29 5.08 2.66 5.37 20.35 5.69 7.37
MSCI Japan PR LCL PR 02-22-17 0.17 2.14 1.15 7.19 18.51 7.33 12.90
MSCI North America NR USD TR 02-21-17 1.17 6.07 4.32 8.05 26.12 9.57 12.39
MSCI Pacific Ex Japan NR USD TR 02-21-17 1.35 9.07 4.21 10.57 28.83 2.22 4.51
MSCI Pacific Ex Japan PR LCL PR 02-21-17 0.92 4.96 3.02 7.50 18.14 1.82 4.94
MSCI Pacific NR USD TR 02-21-17 1.59 6.16 2.94 6.76 23.17 4.37 6.32
MSCI Pacific PR LCL PR 02-21-17 0.98 3.00 1.70 7.37 18.91 5.18 9.75
MSCI World ex USA NR USD TR 02-21-17 0.97 4.51 2.29 8.21 17.36 -0.32 4.87
MSCI World Ex USA PR LCL PR 02-21-17 0.81 2.89 1.86 8.17 18.29 3.72 7.11
Nikkei 225 Average PR JPY PR 02-22-17 -0.30 1.39 1.26 6.70 20.29 9.24 15.19
S&P BSE SENSEX India INR PR 02-22-17 2.52 8.41 6.77 11.19 21.34 11.72 9.73
S&P/ASX All Ordinaries PR PR 02-22-17 -0.15 2.29 2.46 6.74 15.69 2.39 6.00
S&P/TSX Composite PR PR 02-21-17 0.86 4.15 2.41 5.87 24.26 3.88 4.75
SIX SMI PR CHF PR 02-22-17 1.17 4.45 3.75 10.90 7.84 0.61 6.75
SIX SMI TR CHF PR 02-22-17 1.17 4.45 3.75 10.90 11.78 3.89 10.26
SSE Composite PR CNY PR 02-22-17 1.50 5.08 4.42 0.40 11.41 15.55 6.29
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 02-21-17 1.06 5.68 3.90 8.27 26.09 6.30 9.60
Con Tgt Risk TR USD TR 02-21-17 0.41 1.50 1.09 1.94 6.04 2.46 3.03
Mod Agg Tgt Risk TR USD TR 02-21-17 0.94 4.84 3.35 7.03 22.02 5.61 8.37
Mod Con Tgt Risk TR USD TR 02-21-17 0.59 2.63 1.86 3.65 11.21 3.83 5.09
Mod Tgt Risk TR USD TR 02-21-17 0.77 3.74 2.62 5.36 16.62 4.81 6.80
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 02-21-17 0.62 2.74 1.89 4.03 12.69 4.02 5.62
Lifetime Agg 2005 TR USD TR 02-21-17 0.65 2.92 2.01 4.31 13.54 4.27 6.06
Lifetime Agg 2010 TR USD TR 02-21-17 0.70 3.18 2.19 4.73 14.77 4.58 6.61
Lifetime Agg 2015 TR USD TR 02-21-17 0.76 3.51 2.43 5.27 16.39 4.93 7.28
Lifetime Agg 2020 TR USD TR 02-21-17 0.83 3.96 2.73 5.96 18.57 5.34 8.08
Lifetime Agg 2025 TR USD TR 02-21-17 0.91 4.48 3.09 6.77 21.19 5.74 8.87
Lifetime Agg 2030 TR USD TR 02-21-17 0.98 4.97 3.42 7.53 23.64 6.03 9.42
Lifetime Agg 2035 TR USD TR 02-21-17 1.02 5.29 3.63 8.03 25.24 6.14 9.62
Lifetime Agg 2040 TR USD TR 02-21-17 1.04 5.42 3.71 8.24 25.87 6.10 9.56
Lifetime Agg 2045 TR USD TR 02-21-17 1.04 5.45 3.73 8.30 25.99 5.98 9.42
Lifetime Agg 2050 TR USD TR 02-21-17 1.03 5.47 3.73 8.33 26.03 5.85 9.25
Lifetime Agg 2055 TR USD TR 02-21-17 1.03 5.48 3.73 8.36 26.05 5.71 9.08
Lifetime Agg Incm TR USD TR 02-21-17 0.62 2.74 1.89 4.03 12.65 3.99 5.53
Lifetime Con 2000 TR USD TR 02-21-17 0.41 1.53 1.03 2.05 6.94 2.46 2.98
Lifetime Con 2005 TR USD TR 02-21-17 0.43 1.59 1.07 2.16 7.24 2.67 3.28
Lifetime Con 2010 TR USD TR 02-21-17 0.46 1.73 1.18 2.39 7.85 2.94 3.70
Lifetime Con 2015 TR USD TR 02-21-17 0.50 1.95 1.34 2.74 8.80 3.26 4.21
Lifetime Con 2020 TR USD TR 02-21-17 0.55 2.21 1.53 3.17 9.99 3.60 4.78
Lifetime Con 2025 TR USD TR 02-21-17 0.61 2.54 1.76 3.69 11.51 3.97 5.46
Lifetime Con 2030 TR USD TR 02-21-17 0.68 3.00 2.08 4.41 13.69 4.40 6.33
Lifetime Con 2035 TR USD TR 02-21-17 0.77 3.59 2.48 5.34 16.55 4.87 7.25
Lifetime Con 2040 TR USD TR 02-21-17 0.86 4.18 2.88 6.26 19.45 5.26 7.97
Lifetime Con 2045 TR USD TR 02-21-17 0.91 4.59 3.15 6.89 21.45 5.45 8.28
Lifetime Con 2050 TR USD TR 02-21-17 0.94 4.81 3.29 7.24 22.51 5.48 8.34
Lifetime Con 2055 TR USD TR 02-21-17 0.95 4.90 3.34 7.38 22.90 5.42 8.26
Lifetime Con Incm TR USD TR 02-21-17 0.41 1.53 1.03 2.05 6.93 2.44 2.91
Lifetime Mod 2000 TR USD TR 02-21-17 0.52 2.13 1.45 3.08 9.78 3.23 4.34
Lifetime Mod 2005 TR USD TR 02-21-17 0.54 2.24 1.53 3.27 10.33 3.46 4.69
Lifetime Mod 2010 TR USD TR 02-21-17 0.58 2.43 1.67 3.58 11.20 3.74 5.16
Lifetime Mod 2015 TR USD TR 02-21-17 0.62 2.69 1.86 4.00 12.41 4.06 5.72
Lifetime Mod 2020 TR USD TR 02-21-17 0.68 3.03 2.10 4.54 14.04 4.43 6.43
Lifetime Mod 2025 TR USD TR 02-21-17 0.76 3.51 2.43 5.30 16.38 4.88 7.32
Lifetime Mod 2030 TR USD TR 02-21-17 0.85 4.10 2.83 6.21 19.27 5.33 8.20
Lifetime Mod 2035 TR USD TR 02-21-17 0.93 4.65 3.20 7.06 21.99 5.67 8.82
Lifetime Mod 2040 TR USD TR 02-21-17 0.98 5.02 3.44 7.63 23.81 5.82 9.08
Lifetime Mod 2045 TR USD TR 02-21-17 1.00 5.18 3.54 7.89 24.58 5.80 9.06
Lifetime Mod 2050 TR USD TR 02-21-17 1.00 5.24 3.57 7.98 24.81 5.70 8.94
Lifetime Mod 2055 TR USD TR 02-21-17 1.00 5.27 3.58 8.03 24.91 5.59 8.79
Lifetime Mod Incm TR USD TR 02-21-17 0.52 2.13 1.45 3.08 9.76 3.21 4.26
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 02-21-17 -0.06 -2.05 -0.99 -1.43 -4.43 -4.59 -4.83
Lng/Shrt Cmdty TR TR 02-21-17 -0.10 -3.98 -1.41 -2.72 -9.42 -4.30 -4.93
Lng-Only Cmdty TR TR 02-21-17 -0.52 -0.59 -1.02 4.14 21.00 -16.20 -9.99
Shrt/Flt Cmdty TR TR 02-21-17 0.56 -1.33 0.20 -0.73 -4.38 0.55 0.01
Shrt-Only Cmdty TR TR 02-21-17 0.75 1.00 1.42 -4.15 -22.91 13.65 6.36
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