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 09-15-14 -1.02 8.37 1.56 2.68 19.31 20.47 16.19
Style
Large Cap TR 09-15-14 -0.80 8.86 1.64 3.03 19.97 20.39 15.63
Large Core TR 09-15-14 -0.19 9.17 2.36 3.22 18.42 22.43 16.47
Large Growth TR 09-15-14 -1.40 9.60 0.96 4.20 23.93 20.13 16.79
Large Value TR 09-15-14 -0.77 7.83 1.62 1.71 17.52 18.85 13.74
Mid Cap TR 09-15-14 -1.53 8.62 1.49 2.44 18.95 20.95 17.92
Mid Core TR 09-15-14 -1.82 10.57 1.46 2.80 21.65 22.20 18.84
Mid Growth TR 09-15-14 -1.65 6.29 1.53 2.80 14.67 17.07 17.32
Mid Value TR 09-15-14 -1.11 9.31 1.48 1.70 20.99 23.75 17.62
Small Cap TR 09-15-14 -1.92 2.56 0.98 -0.48 13.38 19.68 16.61
Small Core TR 09-15-14 -1.75 4.54 1.19 -0.13 15.72 19.33 16.19
Small Growth TR 09-15-14 -2.30 -2.09 0.71 -1.11 6.53 17.83 16.46
Small Value TR 09-15-14 -1.73 5.20 1.02 -0.21 18.17 21.90 17.12
US Core TR 09-15-14 -0.63 9.11 2.10 2.90 18.87 22.17 16.98
US Growth TR 09-15-14 -1.50 8.15 1.05 3.57 20.78 19.35 16.93
US Value TR 09-15-14 -0.90 7.94 1.55 1.58 18.28 20.05 14.76
Sector
Cyclical TR 09-15-14 -0.97 4.99 2.01 3.01 15.63 22.02 14.96
— Basic Materials TR 09-15-14 -1.02 8.64 0.47 2.19 20.27 12.97 11.74
— Consumer Cyclical TR 09-15-14 -1.22 1.62 1.62 3.58 12.79 23.54 21.75
— Financial Services TR 09-15-14 0.20 4.78 4.01 3.45 16.67 25.45 11.99
— Real Estate TR 09-15-14 -4.95 15.92 -3.16 0.20 16.36 13.12 15.64
Defensive TR 09-15-14 -0.63 12.48 2.36 4.65 21.12 21.42 16.77
— Consumer Defensive TR 09-15-14 0.60 7.82 2.51 2.95 15.74 17.07 16.06
— Healthcare TR 09-15-14 -1.17 15.55 2.45 6.79 25.68 27.84 20.21
— Utilities TR 09-15-14 -1.80 13.59 1.55 0.87 18.73 12.69 12.49
Sensitive TR 09-15-14 -0.71 9.56 1.35 1.89 22.17 19.24 15.62
— Communication Services TR 09-15-14 -0.66 7.30 1.80 3.99 18.23 22.20 18.99
— Energy TR 09-15-14 0.15 9.52 -0.36 -2.35 17.31 14.77 14.42
— Industrials TR 09-15-14 -0.77 3.96 1.80 -0.39 18.57 21.98 17.24
— Technology TR 09-15-14 -1.21 14.36 1.92 5.70 28.63 19.49 15.95
Moat
Morningstar Wide Moat Focus TR 09-15-14 -0.95 9.51 2.26 4.60 17.77 23.85 16.66
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 09-15-14 -0.43 4.51 2.42 2.10 13.35 17.16 14.90
NASDAQ Composite PR PR 09-15-14 -1.60 8.20 1.21 4.83 21.40 20.12 16.53
NYSE Composite PR --- 09-15-14 -0.89 4.89 1.05 0.49 13.22 14.18 9.54
Russell 2000 TR TR 09-15-14 -2.16 -0.60 0.53 -1.08 10.19 18.77 15.17
S&P 500 TR TR 09-15-14 -0.83 8.93 1.67 2.99 19.99 20.54 15.93
S&P MidCap 400 TR 09-15-14 -1.58 6.52 1.60 1.31 16.83 19.56 17.06
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 09-15-14 -0.53 3.74 -0.86 0.39 4.90 2.56 4.21
Intermediate Core Bond TR 09-15-14 -0.43 3.51 -0.67 0.38 4.65 2.52 4.16
Long-Term Core Bond TR 09-15-14 -1.44 8.96 -2.24 0.85 11.06 4.70 7.40
Short-Term Core Bond TR 09-15-14 -0.07 0.76 -0.22 0.11 1.44 1.07 1.88
Corporate
Corp Bond TR 09-15-14 -0.80 5.39 -1.18 0.34 8.23 5.30 6.38
Intermediate Corp Bond TR 09-15-14 -0.47 3.78 -0.86 0.35 6.58 5.23 6.31
Long-Term Corp Bond TR 09-15-14 -1.46 9.04 -1.95 0.51 13.02 6.94 8.47
Short-Term Corp Bond TR 09-15-14 -0.11 1.46 -0.31 0.12 2.77 3.01 3.52
Government
Intermediate US Govt Bond TR 09-15-14 -0.40 2.10 -1.02 0.18 2.83 1.02 3.61
Long-Term US Govt Bond TR 09-15-14 -1.42 9.48 -2.57 1.28 9.36 2.58 6.19
Short-Term US Govt Bond TR 09-15-14 -0.05 0.54 -0.19 0.11 1.03 0.50 1.36
US Govt Bond TR 09-15-14 -0.44 2.67 -0.93 0.38 3.11 1.22 3.25
Other
Mortgage Bond TR 09-15-14 -0.43 3.96 -0.50 0.46 4.87 2.46 3.95
TIPS TR 09-15-14 -0.92 4.46 -2.33 -0.04 4.69 1.48 4.86
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 09-15-14 -0.55 3.75 -0.88 0.39 5.16 2.43 4.20
Barclays US Government TR TR 09-15-14 -0.43 2.60 -0.89 0.38 3.14 1.23 3.18
Barclays US MBS TR TR 09-15-14 -0.44 3.75 -0.53 0.39 5.19 1.86 3.50
BofAML US HY Master II TR TR 09-15-14 -0.70 4.63 -0.57 -0.61 8.92 10.15 11.16
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 09-15-14 -0.22 7.04 -0.03 1.51 9.21 4.49 4.93
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 09-15-14 -2.71 2.45 -3.27 -0.22 7.77 7.95 11.36
Euronext BEL 20 PR EUR PR 09-15-14 -0.83 8.84 2.44 0.96 13.83 14.15 5.20
Euronext Paris CAC 40 NR EUR TR 09-15-14 -1.03 5.02 6.09 -2.40 10.16 16.36 6.34
Euronext Paris CAC 40 PR EUR PR 09-15-14 -1.03 3.09 6.09 -2.52 7.63 13.29 3.37
FSE DAX PR EUR PR 09-15-14 -1.01 -1.63 6.24 -2.56 10.43 16.73 7.85
FSE DAX TR EUR TR 09-15-14 -1.01 1.13 6.24 -2.55 13.52 20.59 11.41
FTSE 100 PR GBP PR 09-15-14 -0.45 0.82 1.72 0.39 3.35 8.43 6.18
FTSE 100 TR GBP TR 09-15-14 -0.43 3.73 2.00 1.32 7.03 12.49 10.03
FTSE 250 PR GBP PR 09-15-14 -0.75 -1.80 -0.12 -1.05 2.82 14.87 11.30
Hang Seng Hong Kong Composite PR HKD TR 09-16-14 -3.66 1.74 -2.70 3.84 3.94 7.00 2.44
Hang Seng HSI PR HKD PR 09-16-14 -3.78 4.00 -2.87 4.03 4.24 7.60 2.52
MSCI AC Far East Ex Japan PR USD PR 09-15-14 -2.81 5.18 -2.22 2.16 8.38 7.32 5.92
MSCI ACWI PR USD PR 09-15-14 -1.29 4.11 0.45 0.05 11.97 12.52 8.35
MSCI EAFE NR USD TR 09-15-14 -1.02 1.19 0.03 -3.12 9.06 13.31 7.35
MSCI EAFE PR LCL PR 09-15-14 -0.42 2.69 3.24 0.71 8.81 13.77 5.37
MSCI EASEA PR LCL PR 09-15-14 -0.89 3.45 3.15 -0.43 8.48 12.29 5.22
MSCI EM Latin America PR USD PR 09-15-14 -4.80 7.05 -1.18 0.93 4.07 -3.35 -0.61
MSCI EM PR LCL PR 09-15-14 -2.22 6.35 -0.18 2.73 8.64 6.82 4.70
MSCI EM PR USD PR 09-15-14 -3.58 5.29 -1.74 0.63 6.99 3.09 3.38
MSCI Europe NR USD TR 09-15-14 -0.69 0.71 0.95 -4.73 10.62 14.93 7.60
MSCI Europe PR LCL PR 09-15-14 -0.70 3.41 4.12 -0.78 8.76 12.87 5.50
MSCI Hong Kong PR USD PR 09-15-14 -2.52 5.82 -2.35 3.75 11.57 10.42 7.91
MSCI Japan NR USD TR 09-15-14 -0.35 -1.03 -1.12 0.36 3.77 9.84 5.55
MSCI Japan PR LCL PR 09-15-14 1.40 -0.02 3.57 5.31 10.08 20.36 6.91
MSCI North America NR USD TR 09-15-14 -0.95 8.59 1.47 2.82 18.97 18.53 14.59
MSCI Pacific Ex Japan NR USD TR 09-15-14 -3.78 7.09 -2.83 0.04 9.18 11.34 9.87
MSCI Pacific Ex Japan PR LCL PR 09-15-14 -1.88 3.09 -1.75 1.48 6.39 9.87 4.40
MSCI Pacific NR USD TR 09-15-14 -1.67 1.91 -1.76 0.24 5.78 10.43 7.11
MSCI Pacific PR LCL PR 09-15-14 0.14 1.00 1.50 3.83 8.59 15.90 5.60
MSCI World ex USA NR USD TR 09-15-14 -1.05 2.11 0.06 -2.54 9.81 12.55 7.32
MSCI World Ex USA PR LCL PR 09-15-14 -0.38 3.71 3.07 1.06 10.03 13.11 5.35
Nikkei 225 Average PR JPY PR 09-16-14 1.03 -2.33 3.87 6.55 10.46 21.53 9.15
S&P BSE SENSEX India INR PR 09-16-14 -2.83 25.14 1.49 5.17 34.19 16.09 9.70
S&P/ASX All Ordinaries PR PR 09-16-14 -2.89 1.74 -2.04 1.03 3.90 8.79 3.68
S&P/TSX Composite PR PR 09-15-14 -0.17 13.66 1.17 3.21 21.69 7.61 6.14
Shanghai SE Composite PR CNY PR 09-16-14 -1.29 8.53 3.14 10.09 2.92 -2.56 -5.20
SIX SMI CHF PR 09-15-14 -0.24 7.23 5.14 1.65 9.43 17.42 7.20
SIX SMI TR CHF PR 09-15-14 -0.24 10.49 5.16 1.67 12.83 21.22 10.63
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 09-15-14 -1.35 5.97 0.53 0.35 14.37 15.76 12.70
Conservative Target Risk TR 09-15-14 -0.66 3.27 -0.85 -0.12 5.81 4.83 5.33
Moderate Target Risk TR 09-15-14 -1.03 4.96 -0.11 0.21 10.72 10.88 9.52
Moderately Aggr Target Risk TR 09-15-14 -1.19 5.48 0.27 0.28 12.74 13.64 11.33
Moderately Cons Target Risk TR 09-15-14 -0.83 4.13 -0.45 0.11 8.34 7.97 7.48
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 09-15-14 -0.86 4.69 -0.29 0.23 9.39 9.13 8.89
Lifetime Aggressive 2005 TR 09-15-14 -0.93 4.99 -0.26 0.25 10.11 9.95 9.46
Lifetime Aggressive 2010 TR 09-15-14 -1.00 5.29 -0.19 0.28 10.94 10.94 10.13
Lifetime Aggressive 2015 TR 09-15-14 -1.07 5.57 -0.08 0.32 11.88 12.15 10.88
Lifetime Aggressive 2020 TR 09-15-14 -1.15 5.83 0.11 0.37 12.91 13.53 11.69
Lifetime Aggressive 2025 TR 09-15-14 -1.22 6.01 0.32 0.41 13.85 14.83 12.38
Lifetime Aggressive 2030 TR 09-15-14 -1.27 6.08 0.49 0.41 14.45 15.68 12.80
Lifetime Aggressive 2035 TR 09-15-14 -1.31 6.05 0.57 0.37 14.62 15.97 12.90
Lifetime Aggressive 2040 TR 09-15-14 -1.34 5.98 0.56 0.30 14.53 15.90 12.82
Lifetime Aggressive 2045 TR 09-15-14 -1.37 5.91 0.52 0.24 14.38 15.75 12.69
Lifetime Aggressive 2050 TR 09-15-14 -1.39 5.84 0.47 0.17 14.22 15.58 12.55
Lifetime Aggressive 2055 TR 09-15-14 -1.42 5.78 0.43 0.11 14.05 15.40 12.40
Lifetime Aggressive Income TR 09-15-14 -0.85 4.58 -0.29 0.23 9.15 8.83 8.63
Lifetime Conservative 2000 TR 09-15-14 -0.71 3.62 -0.91 -0.16 5.99 4.80 6.05
Lifetime Conservative 2005 TR 09-15-14 -0.78 3.97 -0.96 -0.15 6.61 5.36 6.50
Lifetime Conservative 2010 TR 09-15-14 -0.85 4.34 -0.96 -0.12 7.37 6.13 7.05
Lifetime Conservative 2015 TR 09-15-14 -0.93 4.70 -0.92 -0.08 8.19 7.02 7.67
Lifetime Conservative 2020 TR 09-15-14 -1.00 5.03 -0.86 -0.04 9.04 8.01 8.35
Lifetime Conservative 2025 TR 09-15-14 -1.07 5.33 -0.74 0.01 10.00 9.24 9.14
Lifetime Conservative 2030 TR 09-15-14 -1.15 5.61 -0.54 0.08 11.12 10.77 10.06
Lifetime Conservative 2035 TR 09-15-14 -1.22 5.80 -0.29 0.14 12.19 12.31 10.91
Lifetime Conservative 2040 TR 09-15-14 -1.29 5.89 -0.06 0.16 12.96 13.43 11.51
Lifetime Conservative 2045 TR 09-15-14 -1.33 5.90 0.06 0.13 13.28 13.89 11.72
Lifetime Conservative 2050 TR 09-15-14 -1.37 5.87 0.08 0.09 13.34 14.01 11.76
Lifetime Conservative 2055 TR 09-15-14 -1.40 5.83 0.05 0.03 13.27 13.95 11.67
Lifetime Conservative Income TR 09-15-14 -0.70 3.50 -0.90 -0.16 5.80 4.59 5.83
Lifetime Moderate 2000 TR 09-15-14 -0.79 4.18 -0.59 0.04 7.76 7.05 7.54
Lifetime Moderate 2005 TR 09-15-14 -0.86 4.50 -0.60 0.06 8.41 7.72 8.03
Lifetime Moderate 2010 TR 09-15-14 -0.93 4.82 -0.57 0.09 9.17 8.56 8.62
Lifetime Moderate 2015 TR 09-15-14 -1.00 5.13 -0.50 0.12 10.02 9.56 9.30
Lifetime Moderate 2020 TR 09-15-14 -1.08 5.44 -0.37 0.17 11.01 10.85 10.11
Lifetime Moderate 2025 TR 09-15-14 -1.15 5.71 -0.17 0.24 12.14 12.39 11.01
Lifetime Moderate 2030 TR 09-15-14 -1.22 5.90 0.08 0.29 13.17 13.84 11.80
Lifetime Moderate 2035 TR 09-15-14 -1.28 5.97 0.28 0.30 13.84 14.81 12.29
Lifetime Moderate 2040 TR 09-15-14 -1.33 5.96 0.38 0.26 14.08 15.19 12.45
Lifetime Moderate 2045 TR 09-15-14 -1.36 5.91 0.38 0.20 14.05 15.18 12.40
Lifetime Moderate 2050 TR 09-15-14 -1.39 5.85 0.35 0.14 13.94 15.08 12.30
Lifetime Moderate 2055 TR 09-15-14 -1.41 5.79 0.30 0.08 13.79 14.92 12.16
Lifetime Moderate Income TR 09-15-14 -0.78 4.07 -0.58 0.04 7.55 6.80 7.31
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 09-15-14 -0.41 -5.38 -0.73 -7.35 -7.52 -5.95 1.20
Long/Short Commodity TR 09-15-14 0.23 -4.79 1.11 -4.23 -4.29 -4.95 0.07
Long-Only Commodity TR 09-15-14 -1.63 -4.70 -3.60 -11.92 -7.74 -4.59 3.95
Short/Flat Commodity TR 09-15-14 0.58 0.63 1.78 3.56 3.50 0.99 -1.06
Short-Only Commodity TR 09-15-14 1.52 2.78 3.86 12.70 6.51 1.56 -6.70
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