Index Performance: Return (%)
Returns are simple averages. 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 05-09-08 -1.40 -4.35 3.02 5.05 -6.11 8.44 11.37
Style
Large Cap TR 05-09-08 -1.76 -4.92 2.44 4.92 -5.20 7.88 9.98
Large Core TR 05-09-08 -1.72 -5.04 0.63 3.52 -2.97 8.06 10.59
Large Growth TR 05-09-08 -0.38 -4.00 5.28 8.98 0.19 7.41 6.79
Large Value TR 05-09-08 -3.29 -5.74 1.63 2.50 -12.42 7.83 12.27
Mid Cap TR 05-09-08 -0.30 -2.20 4.95 5.96 -7.56 10.50 15.31
Mid Core TR 05-09-08 -0.43 -0.26 4.94 8.15 -8.51 9.79 14.71
Mid Growth TR 05-09-08 0.67 -2.46 6.98 9.21 3.39 15.46 16.62
Mid Value TR 05-09-08 -1.24 -4.06 2.71 0.14 -17.54 5.94 14.16
Small Cap TR 05-09-08 -0.71 -4.40 3.77 3.68 -11.90 7.84 13.76
Small Core TR 05-09-08 -0.21 -1.32 4.52 6.22 -13.49 8.27 14.40
Small Growth TR 05-09-08 0.14 -9.11 4.04 3.53 -7.47 8.56 12.59
Small Value TR 05-09-08 -2.17 -2.28 2.65 1.21 -15.64 6.23 13.94
US Core TR 05-09-08 -1.38 -3.93 1.67 4.55 -4.72 8.44 11.69
US Growth TR 05-09-08 -0.13 -4.04 5.55 8.65 0.31 9.24 9.33
US Value TR 05-09-08 -2.81 -5.20 1.91 1.95 -13.61 7.41 12.87
Sector
Information TR 05-09-08 -0.71 -6.54 6.41 8.90 -3.80 9.03 9.15
— Hardware TR 05-09-08 -0.36 -5.68 8.13 12.94 1.81 10.88 10.60
— Media TR 05-09-08 -0.58 -0.86 4.55 3.26 -16.09 0.11 3.03
— Software TR 05-09-08 -0.35 -10.19 4.51 6.17 -0.87 9.53 8.60
— Telecommunication TR 05-09-08 -2.29 -9.17 5.54 6.11 -9.61 12.95 12.56
Services TR 05-09-08 -3.52 -7.17 1.88 -0.97 -16.27 3.83 7.83
— Business Services TR 05-09-08 -1.39 -2.07 8.13 7.49 1.52 15.88 15.52
— Consumer Services TR 05-09-08 -3.02 -1.16 2.75 2.93 -11.23 3.64 8.53
— Financial Services TR 05-09-08 -5.70 -9.34 1.28 -3.11 -26.15 1.06 6.79
— Healthcare TR 05-09-08 -1.65 -9.97 -0.74 -4.10 -10.21 3.34 5.88
Manufacturing TR 05-09-08 0.54 -0.04 2.52 9.95 10.62 16.90 19.59
— Consumer Goods TR 05-09-08 -2.02 -5.99 -2.11 1.08 -1.29 8.05 11.39
— Energy TR 05-09-08 3.67 7.12 7.28 21.60 31.66 28.75 31.25
— Industrial Materials TR 05-09-08 -0.36 -1.90 0.81 6.67 5.32 14.06 17.06
— Utilities TR 05-09-08 -2.01 -5.18 1.79 3.27 -3.45 14.24 19.00
Moat
Morningstar Wide Moat 100 TR 05-09-08 -2.01 -4.79 0.19 2.82 -7.97 4.58 6.66
Morningstar Wide Moat Focus TR 05-09-08 -3.48 2.45 2.38 4.84 -6.74 8.65 14.58
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 05-09-08 -2.28 -3.07 1.94 5.26 -2.35 9.63 10.68
NASDAQ Composite PR USD PR 05-09-08 -1.27 -7.80 5.31 6.10 -5.08 7.30 9.98
Russell 2000 TR TR 05-09-08 -0.77 -5.59 3.18 3.38 -12.65 7.38 13.06
S&P 500 TR 05-09-08 -1.73 -4.76 2.64 4.84 -6.38 7.65 10.28
S&P MidCap 400 TR 05-09-08 0.39 -0.02 6.30 7.92 -3.79 --- ---
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 05-08-08 0.14 2.50 -0.01 0.43 7.75 5.33 4.44
Intermediate Core Bond TR 05-08-08 0.22 2.81 0.14 0.69 7.99 4.57 4.91
Long-Term Core Bond TR 05-08-08 -0.18 1.85 -0.17 0.19 7.00 4.96 4.69
Short-Term Core Bond TR 05-08-08 0.27 2.39 -0.21 0.01 7.85 5.12 3.62
Corporate
Corp Bond TR 05-08-08 0.29 1.64 0.95 0.27 4.41 4.55 4.11
Intermediate Corp Bond TR 05-08-08 0.56 2.23 0.67 -0.17 5.74 5.01 4.17
Long-Term Corp Bond TR 05-08-08 0.10 1.12 1.46 0.76 2.77 4.10 4.47
Short-Term Corp Bond TR 05-08-08 0.39 2.16 0.41 -0.09 5.86 4.79 3.69
Government
Intermediate US Govt Bond TR 05-08-08 0.20 3.31 -0.99 -0.18 11.39 6.00 4.21
Long-Term US Govt Bond TR 05-08-08 -0.41 2.37 -1.47 -0.26 10.13 5.65 4.90
Short-Term US Govt Bond TR 05-08-08 0.23 2.49 -0.42 0.05 8.54 5.25 3.59
US Govt Bond TR 05-08-08 0.01 2.63 -0.88 -0.09 9.66 5.52 4.15
Other
Mortgage Bond TR 05-08-08 0.18 2.80 0.28 0.96 7.67 5.52 4.85
TIPS TR 05-08-08 0.56 3.86 -0.61 0.44 13.77 6.28 6.16
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Bond Indexes
LB US Agg Bond TR TR 05-09-08 0.39 2.23 -0.21 0.66 7.24 5.10 4.28
LB US Government TR TR 05-09-08 0.57 2.73 -1.11 0.15 9.65 5.52 4.15
LB US MBS TR TR 05-09-08 0.22 2.81 0.05 0.95 7.68 5.55 4.77
ML US HY Master II TR 05-09-08 -0.34 1.23 2.53 3.48 -0.89 6.68 8.13
USTREAS T-Bill Auction Ave 3 --- 04-30-08 --- 0.67 0.11 0.42 3.66 4.31 3.17
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-08 --- 1.19 0.31 0.88 4.23 4.47 4.37
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Municipal Indexes
LB Municipal TR USD TR 05-09-08 0.63 1.12 0.44 -0.48 3.25 3.86 3.96
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Foreign Indexes
MSCI AC Far East Ex Japan USD PR 05-09-08 -3.92 -8.88 1.99 3.51 12.51 21.71 24.87
MSCI AC World USD PR 05-09-08 -1.13 -4.71 2.59 7.17 -3.39 11.34 13.94
MSCI EAFE LCL PR 05-09-08 -1.24 -9.27 3.46 4.55 -14.10 9.05 11.70
MSCI EAFE NR USD TR 05-09-08 -0.82 -3.86 2.46 10.34 -2.75 15.82 19.79
MSCI EASEA LCL PR 05-09-08 -0.85 -9.16 2.72 4.63 -11.55 9.50 11.82
MSCI EM Latin America USD PR 05-09-08 -1.03 9.73 5.35 18.24 38.36 46.94 43.78
MSCI EM LCL PR 05-09-08 -0.28 -4.35 4.67 8.33 16.00 26.70 27.45
MSCI EM USD PR 05-09-08 -1.56 -4.57 3.32 8.51 19.01 29.27 31.48
MSCI Europe LCL PR 05-09-08 -0.96 -9.05 2.50 4.93 -12.46 8.93 11.29
MSCI Europe NR USD TR 05-09-08 -1.00 -4.60 1.16 11.00 -2.21 16.98 20.34
MSCI Hong Kong USD PR 05-09-08 -3.37 -13.98 3.83 0.68 12.42 16.15 21.24
MSCI Japan JPY PR 05-09-08 -2.72 -9.48 6.46 4.31 -22.77 7.27 11.50
MSCI Japan NR USD TR 05-09-08 -0.74 -1.14 5.53 9.57 -9.01 9.47 15.72
MSCI North America NR USD TR 05-09-08 -1.16 -3.86 3.17 5.60 -4.52 8.62 10.93
MSCI Pacific Ex Japan LCL PR 05-09-08 -0.13 -9.94 4.22 2.64 -4.65 13.81 16.22
MSCI Pacific Ex Japan NR USD TR 05-09-08 0.24 -4.21 5.53 7.41 8.07 23.36 26.79
MSCI Pacific LCL PR 05-09-08 -1.86 -9.59 5.72 3.79 -17.44 9.39 12.93
MSCI Pacific NR USD TR 05-09-08 -0.42 -2.16 5.53 8.85 -3.98 13.37 18.77
MSCI World Ex US NR USD TR 05-09-08 -0.50 -3.18 2.88 10.52 -1.15 16.59 20.33
MSCI World Ex USA LCL PR 05-09-08 -1.00 -8.08 3.67 5.25 -12.55 9.62 12.15
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 05-08-08 5.84 16.94 5.28 11.33 44.51 16.73 16.99
Long/Short Commodity TR 05-08-08 5.58 16.58 4.82 11.22 38.32 13.14 13.41
Long-Only Commodity TR 05-08-08 6.09 19.37 5.86 12.49 54.33 21.18 22.52
Short/Flat Commodity TR 05-08-08 -0.27 0.40 -0.42 0.25 -1.11 0.50 -0.53
Short-Only Commodity TR 05-08-08 -5.10 -15.60 -5.22 -10.89 -30.38 -10.92 -14.36
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