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 07-27-15 -2.85 1.75 -1.91 -1.77 6.65 16.93 15.73
Style
Large Cap TR 07-27-15 -2.88 1.95 -1.17 -1.16 7.00 16.47 15.65
Large Core TR 07-27-15 -2.68 -1.25 -1.96 -1.88 7.38 17.69 16.20
Large Growth TR 07-27-15 -3.08 8.41 1.02 0.81 14.43 18.73 18.18
Large Value TR 07-27-15 -2.85 -1.54 -2.78 -2.60 -0.93 12.99 12.59
Mid Cap TR 07-27-15 -2.63 1.52 -3.39 -3.33 5.93 18.64 16.23
Mid Core TR 07-27-15 -2.71 1.15 -3.63 -3.10 6.92 18.75 17.40
Mid Growth TR 07-27-15 -2.80 5.19 -2.61 -2.83 10.40 17.70 16.21
Mid Value TR 07-27-15 -2.37 -1.79 -3.96 -4.13 0.45 19.53 15.04
Small Cap TR 07-27-15 -3.24 0.30 -5.19 -3.54 5.09 16.84 14.82
Small Core TR 07-27-15 -3.56 0.02 -6.02 -3.74 4.32 17.04 14.20
Small Growth TR 07-27-15 -3.02 6.23 -3.38 -0.30 11.59 17.60 16.45
Small Value TR 07-27-15 -3.13 -4.94 -6.13 -6.48 -0.21 15.87 13.80
US Core TR 07-27-15 -2.75 -0.72 -2.62 -2.29 7.05 17.82 16.32
US Growth TR 07-27-15 -3.02 7.63 0.02 0.01 13.45 18.45 17.71
US Value TR 07-27-15 -2.77 -1.81 -3.24 -3.18 -0.59 14.51 13.18
Sector
Cyclical TR 07-27-15 -1.96 3.13 -1.09 0.78 10.74 19.78 15.66
— Basic Materials TR 07-27-15 -5.11 -8.31 -10.29 -11.98 -11.73 8.46 8.23
— Consumer Cyclical TR 07-27-15 -1.45 6.84 -0.63 0.40 16.14 22.12 21.43
— Financial Services TR 07-27-15 -2.02 3.94 -0.28 5.45 13.33 23.34 14.17
— Real Estate TR 07-27-15 -0.78 -1.52 2.38 -4.20 6.31 9.25 12.65
Defensive TR 07-27-15 -2.32 6.35 0.11 1.92 18.69 20.37 19.06
— Consumer Defensive TR 07-27-15 -1.43 2.79 1.53 1.24 13.61 15.12 15.88
— Healthcare TR 07-27-15 -3.12 11.94 -1.02 3.56 25.60 27.86 24.45
— Utilities TR 07-27-15 -0.70 -7.92 2.03 -3.84 3.77 8.39 11.01
Sensitive TR 07-27-15 -3.97 -2.34 -3.93 -6.19 -3.32 12.84 13.29
— Communication Services TR 07-27-15 -3.79 5.63 -2.56 -1.33 4.29 14.74 16.91
— Energy TR 07-27-15 -4.35 -13.17 -10.68 -16.31 -30.59 0.94 7.21
— Industrials TR 07-27-15 -4.21 -4.30 -4.63 -5.80 0.89 16.76 14.53
— Technology TR 07-27-15 -3.81 1.81 -1.31 -3.51 7.47 16.38 14.88
Moat
Morningstar Wide Moat Focus TR 07-27-15 -2.73 -0.59 -1.01 -2.17 2.39 16.65 15.78
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 07-27-15 -3.62 -0.86 -2.69 -2.70 5.28 12.81 13.45
NASDAQ Composite PR PR 07-27-15 -3.43 6.41 -0.80 -0.40 13.26 19.44 17.11
NYSE Composite PR --- 07-27-15 -2.85 -1.68 -3.48 -4.57 -3.00 10.44 8.63
Russell 2000 TR TR 07-27-15 -3.61 1.51 -5.04 -2.72 7.49 16.68 14.43
S&P 500 TR TR 07-27-15 -2.83 1.55 -1.50 -1.45 6.67 16.71 15.59
S&P MidCap 400 TR 07-27-15 -2.81 1.67 -4.34 -3.38 5.78 17.29 15.34
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 07-27-15 0.59 0.67 1.20 -1.19 2.67 1.84 3.50
Intermediate Core Bond TR 07-27-15 0.43 1.25 0.97 -0.60 3.19 2.19 3.45
Long-Term Core Bond TR 07-27-15 1.54 -1.44 2.98 -4.08 2.92 2.13 6.29
Short-Term Core Bond TR 07-27-15 0.16 0.89 0.25 0.00 1.22 1.02 1.45
Corporate
Corp Bond TR 07-27-15 0.61 -0.05 1.06 -2.68 1.01 2.81 4.97
Intermediate Corp Bond TR 07-27-15 0.41 1.47 0.55 -1.33 1.90 3.40 4.95
Long-Term Corp Bond TR 07-27-15 1.04 -2.05 1.91 -5.06 0.02 2.92 6.47
Short-Term Corp Bond TR 07-27-15 0.16 1.22 0.22 -0.19 1.30 2.16 2.74
Government
Intermediate US Govt Bond TR 07-27-15 0.72 1.45 1.15 -0.49 2.97 1.00 2.94
Long-Term US Govt Bond TR 07-27-15 2.10 -0.04 4.17 -3.03 6.88 1.61 6.16
Short-Term US Govt Bond TR 07-27-15 0.16 0.77 0.26 0.06 1.17 0.67 1.05
US Govt Bond TR 07-27-15 0.77 0.75 1.43 -0.81 2.87 0.94 2.86
Other
Mortgage Bond TR 07-27-15 0.32 1.13 0.99 -0.50 3.52 2.42 3.32
TIPS TR 07-27-15 0.41 0.15 0.73 -2.40 -2.22 -1.06 3.55
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 07-27-15 0.56 0.42 1.15 -1.39 2.28 1.66 3.35
Barclays US Government TR TR 07-27-15 0.75 0.76 1.37 -0.88 2.83 0.95 2.79
Barclays US MBS TR TR 07-27-15 0.33 0.73 1.00 -0.56 2.99 1.83 2.83
BofAML US HY Master II TR TR 07-27-15 -1.26 1.03 -1.82 -2.81 -1.53 5.80 7.41
USTREAS T-Bill Auction Ave 3 --- 06-30-15 --- 0.01 0.00 0.00 0.02 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-15 --- -0.68 -1.85 -3.10 3.74 0.09 3.37
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 07-27-15 0.44 0.85 0.97 -0.09 3.44 2.81 4.41
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 07-27-15 -0.67 -10.09 -1.44 -13.30 -24.74 -4.18 1.46
Euronext BEL 20 PR EUR PR 07-27-15 -3.84 12.67 -0.49 -3.72 16.86 17.40 7.67
Euronext Paris CAC 40 NR EUR TR 07-27-15 -4.18 17.44 -2.56 -5.05 16.33 17.30 8.97
Euronext Paris CAC 40 PR EUR PR 07-27-15 -4.18 15.33 -2.60 -6.48 13.79 14.53 6.09
FSE DAX PR EUR PR 07-27-15 -5.79 9.97 -3.79 -9.75 11.81 14.90 8.80
FSE DAX TR EUR TR 07-27-15 -5.79 12.76 -3.79 -8.16 14.65 18.23 12.24
FTSE 100 PR GBP PR 07-27-15 -4.18 -0.93 -3.68 -8.43 -4.22 4.95 3.93
FTSE 100 TR GBP TR 07-27-15 -4.14 1.18 -3.61 -7.74 -0.76 8.79 7.71
FTSE 250 PR GBP PR 07-27-15 -2.89 7.35 -3.11 -2.91 10.04 15.60 11.31
Hang Seng Hong Kong Composite PR HKD TR 07-28-15 -4.58 2.09 -9.53 -16.78 -0.59 8.64 2.45
Hang Seng HSI PR HKD PR 07-28-15 -3.63 4.25 -7.71 -13.48 0.74 8.48 3.13
MSCI AC Far East Ex Japan PR USD PR 07-27-15 -3.81 -3.64 -8.77 -16.51 -9.21 3.97 2.54
MSCI ACWI PR USD PR 07-27-15 -2.91 0.54 -3.09 -5.15 -2.71 9.96 7.58
MSCI EAFE NR USD TR 07-27-15 -2.45 5.81 -2.70 -4.48 -3.40 11.98 7.63
MSCI EAFE PR LCL PR 07-27-15 -3.35 8.53 -1.97 -5.00 9.96 15.24 7.29
MSCI EASEA PR LCL PR 07-27-15 -3.86 6.61 -1.97 -6.49 5.58 11.43 5.77
MSCI EM Latin America PR USD PR 07-27-15 -7.55 -17.86 -11.95 -18.28 -36.90 -14.93 -11.10
MSCI EM PR LCL PR 07-27-15 -3.46 -1.83 -6.74 -12.37 -5.25 3.84 1.89
MSCI EM PR USD PR 07-27-15 -4.58 -6.66 -8.98 -16.24 -17.25 -1.77 -2.07
MSCI Europe NR USD TR 07-27-15 -3.07 4.73 -3.15 -4.08 -5.19 12.35 7.66
MSCI Europe PR LCL PR 07-27-15 -4.21 7.19 -2.26 -6.51 6.52 11.89 6.07
MSCI Hong Kong PR USD PR 07-27-15 -3.29 6.25 -4.89 -7.86 2.03 10.89 7.37
MSCI Japan NR USD TR 07-27-15 -0.66 13.46 -1.19 -2.69 7.23 14.94 8.45
MSCI Japan PR LCL PR 07-27-15 -1.57 15.54 -1.86 0.39 27.60 31.06 13.78
MSCI North America NR USD TR 07-27-15 -2.88 0.59 -2.12 -2.50 4.02 14.97 13.90
MSCI Pacific Ex Japan NR USD TR 07-27-15 -2.77 -2.24 -3.79 -10.57 -12.34 5.01 6.08
MSCI Pacific Ex Japan PR LCL PR 07-27-15 -2.21 3.11 -0.95 -6.91 -0.15 9.06 4.43
MSCI Pacific NR USD TR 07-27-15 -1.37 7.71 -2.07 -5.46 -0.16 11.20 7.65
MSCI Pacific PR LCL PR 07-27-15 -1.79 11.04 -1.56 -2.21 16.66 21.96 9.97
MSCI World ex USA NR USD TR 07-27-15 -2.49 3.98 -3.27 -5.37 -5.25 10.83 7.00
MSCI World Ex USA PR LCL PR 07-27-15 -3.29 7.40 -2.20 -5.29 8.16 14.40 6.93
Nikkei 225 Average PR JPY PR 07-28-15 -2.46 16.49 -1.82 1.35 30.91 33.38 15.82
S&P BSE SENSEX India INR PR 07-28-15 -2.57 -0.15 -1.27 0.23 5.65 17.70 8.87
S&P/ASX All Ordinaries PR PR 07-28-15 -2.07 3.39 0.63 -5.92 0.02 9.58 4.17
S&P/TSX Composite PR PR 07-27-15 -2.94 -4.31 -5.45 -8.75 -9.41 5.97 3.63
Shanghai SE Composite PR CNY PR 07-28-15 -8.83 13.24 -12.64 -18.17 68.19 19.83 6.82
SIX SMI CHF PR 07-27-15 -3.04 2.35 2.08 -1.65 7.27 13.06 7.94
SIX SMI TR CHF PR 07-27-15 -3.00 5.38 2.11 -1.09 10.57 16.52 11.43
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 07-27-15 -2.75 0.93 -3.32 -4.32 -0.53 12.46 11.32
Conservative Target Risk TR 07-27-15 -0.13 -0.14 -0.06 -1.72 -0.84 2.77 4.37
Moderate Target Risk TR 07-27-15 -1.50 0.28 -1.76 -3.10 -0.55 8.06 8.30
Moderately Aggr Target Risk TR 07-27-15 -2.21 0.64 -2.72 -3.80 -0.59 10.56 9.99
Moderately Cons Target Risk TR 07-27-15 -0.80 0.23 -0.81 -2.27 -0.36 5.60 6.47
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 07-27-15 -1.14 0.50 -1.24 -2.38 0.00 6.54 7.79
Lifetime Aggressive 2005 TR 07-27-15 -1.22 0.46 -1.31 -2.59 0.05 7.19 8.33
Lifetime Aggressive 2010 TR 07-27-15 -1.35 0.46 -1.46 -2.82 0.10 8.03 8.97
Lifetime Aggressive 2015 TR 07-27-15 -1.56 0.52 -1.70 -3.07 0.16 9.09 9.71
Lifetime Aggressive 2020 TR 07-27-15 -1.85 0.63 -2.06 -3.34 0.21 10.36 10.49
Lifetime Aggressive 2025 TR 07-27-15 -2.20 0.78 -2.51 -3.64 0.20 11.58 11.17
Lifetime Aggressive 2030 TR 07-27-15 -2.53 0.89 -2.95 -3.91 0.08 12.39 11.55
Lifetime Aggressive 2035 TR 07-27-15 -2.73 0.92 -3.24 -4.14 -0.15 12.66 11.61
Lifetime Aggressive 2040 TR 07-27-15 -2.81 0.90 -3.39 -4.31 -0.42 12.59 11.49
Lifetime Aggressive 2045 TR 07-27-15 -2.83 0.86 -3.46 -4.46 -0.69 12.44 11.32
Lifetime Aggressive 2050 TR 07-27-15 -2.84 0.82 -3.53 -4.60 -0.97 12.27 11.13
Lifetime Aggressive 2055 TR 07-27-15 -2.85 0.78 -3.59 -4.74 -1.25 12.10 10.94
Lifetime Aggressive Income TR 07-27-15 -1.12 0.51 -1.22 -2.34 0.00 6.34 7.56
Lifetime Conservative 2000 TR 07-27-15 -0.32 0.14 -0.37 -1.93 -0.89 2.66 4.94
Lifetime Conservative 2005 TR 07-27-15 -0.29 0.03 -0.31 -2.12 -0.83 3.04 5.36
Lifetime Conservative 2010 TR 07-27-15 -0.33 -0.05 -0.31 -2.33 -0.74 3.62 5.90
Lifetime Conservative 2015 TR 07-27-15 -0.41 -0.10 -0.39 -2.56 -0.66 4.33 6.50
Lifetime Conservative 2020 TR 07-27-15 -0.54 -0.11 -0.52 -2.79 -0.58 5.16 7.15
Lifetime Conservative 2025 TR 07-27-15 -0.74 -0.06 -0.75 -3.03 -0.51 6.25 7.92
Lifetime Conservative 2030 TR 07-27-15 -1.05 0.08 -1.13 -3.30 -0.44 7.65 8.81
Lifetime Conservative 2035 TR 07-27-15 -1.46 0.27 -1.66 -3.61 -0.43 9.10 9.64
Lifetime Conservative 2040 TR 07-27-15 -1.87 0.43 -2.20 -3.92 -0.53 10.17 10.21
Lifetime Conservative 2045 TR 07-27-15 -2.14 0.49 -2.58 -4.18 -0.73 10.59 10.38
Lifetime Conservative 2050 TR 07-27-15 -2.27 0.46 -2.79 -4.39 -1.02 10.66 10.37
Lifetime Conservative 2055 TR 07-27-15 -2.32 0.43 -2.89 -4.55 -1.29 10.58 10.24
Lifetime Conservative Income TR 07-27-15 -0.31 0.18 -0.37 -1.88 -0.89 2.57 4.76
Lifetime Moderate 2000 TR 07-27-15 -0.75 0.33 -0.83 -2.17 -0.42 4.68 6.43
Lifetime Moderate 2005 TR 07-27-15 -0.77 0.25 -0.83 -2.37 -0.38 5.17 6.90
Lifetime Moderate 2010 TR 07-27-15 -0.85 0.21 -0.90 -2.58 -0.31 5.85 7.46
Lifetime Moderate 2015 TR 07-27-15 -0.99 0.21 -1.05 -2.81 -0.25 6.70 8.11
Lifetime Moderate 2020 TR 07-27-15 -1.20 0.27 -1.30 -3.06 -0.18 7.83 8.90
Lifetime Moderate 2025 TR 07-27-15 -1.52 0.41 -1.70 -3.34 -0.10 9.25 9.79
Lifetime Moderate 2030 TR 07-27-15 -1.93 0.59 -2.21 -3.65 -0.10 10.62 10.55
Lifetime Moderate 2035 TR 07-27-15 -2.30 0.72 -2.70 -3.95 -0.22 11.54 11.01
Lifetime Moderate 2040 TR 07-27-15 -2.53 0.77 -3.04 -4.19 -0.44 11.89 11.13
Lifetime Moderate 2045 TR 07-27-15 -2.63 0.75 -3.21 -4.38 -0.71 11.87 11.03
Lifetime Moderate 2050 TR 07-27-15 -2.66 0.71 -3.29 -4.53 -0.98 11.75 10.89
Lifetime Moderate 2055 TR 07-27-15 -2.68 0.66 -3.36 -4.68 -1.26 11.60 10.71
Lifetime Moderate Income TR 07-27-15 -0.74 0.35 -0.82 -2.13 -0.42 4.54 6.23
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 07-27-15 -1.29 -1.80 -1.75 -1.71 -5.08 -4.88 1.25
Long/Short Commodity TR 07-27-15 -0.56 1.69 -0.53 -0.91 0.48 -1.41 2.09
Long-Only Commodity TR 07-27-15 -4.28 -10.66 -9.89 -9.88 -33.70 -14.14 -3.64
Short/Flat Commodity TR 07-27-15 0.67 3.49 1.16 0.73 5.57 3.29 0.72
Short-Only Commodity TR 07-27-15 4.01 7.04 9.41 8.18 43.28 12.55 0.81
top arrow

Content Partners