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 10-17-14 -0.58 2.92 -5.84 -3.38 9.90 18.84 14.26
Style
Large Cap TR 10-17-14 -1.15 3.75 -5.56 -3.12 11.11 18.57 13.71
Large Core TR 10-17-14 -0.75 5.18 -4.51 -1.76 11.02 21.13 14.79
Large Growth TR 10-17-14 -1.02 4.53 -5.58 -1.87 13.45 18.18 14.79
Large Value TR 10-17-14 -1.69 1.58 -6.61 -5.71 8.80 16.65 11.65
Mid Cap TR 10-17-14 0.69 2.07 -6.64 -4.01 8.19 19.79 15.87
Mid Core TR 10-17-14 0.83 4.26 -6.24 -4.26 10.61 20.87 16.96
Mid Growth TR 10-17-14 1.39 0.30 -6.41 -2.22 6.08 16.40 15.07
Mid Value TR 10-17-14 -0.20 1.89 -7.31 -5.55 8.15 22.24 15.55
Small Cap TR 10-17-14 2.14 -3.42 -6.46 -4.40 2.33 18.79 14.78
Small Core TR 10-17-14 1.98 -1.92 -6.74 -4.98 3.77 18.89 14.10
Small Growth TR 10-17-14 2.56 -7.37 -6.42 -3.38 -2.66 16.72 14.82
Small Value TR 10-17-14 1.90 -1.02 -6.23 -4.78 5.97 20.75 15.36
US Core TR 10-17-14 -0.26 4.48 -5.01 -2.49 10.42 20.90 15.23
US Growth TR 10-17-14 -0.34 2.88 -5.79 -2.04 10.81 17.71 14.91
US Value TR 10-17-14 -1.17 1.47 -6.72 -5.61 8.47 18.08 12.70
Sector
Cyclical TR 10-17-14 -0.24 -1.47 -6.85 -4.24 4.84 20.96 12.84
— Basic Materials TR 10-17-14 1.14 0.00 -9.25 -6.92 6.30 13.25 9.47
— Consumer Cyclical TR 10-17-14 -0.12 -5.09 -7.08 -4.80 2.96 20.49 19.16
— Financial Services TR 10-17-14 -1.09 -2.26 -7.38 -3.57 4.85 24.69 9.64
— Real Estate TR 10-17-14 1.44 15.41 -1.38 -2.51 9.53 15.97 16.05
Defensive TR 10-17-14 -1.82 8.07 -4.94 -0.30 12.94 20.21 15.14
— Consumer Defensive TR 10-17-14 -2.03 5.16 -3.07 -0.26 10.06 16.36 14.26
— Healthcare TR 10-17-14 -2.20 8.94 -7.06 -0.47 14.90 26.08 18.37
— Utilities TR 10-17-14 0.38 13.13 -1.26 0.36 13.48 12.44 12.11
Sensitive TR 10-17-14 -0.07 0.12 -9.35 -7.78 8.58 15.50 12.82
— Communication Services TR 10-17-14 -1.37 -0.04 -7.62 -6.24 6.23 19.53 17.55
— Energy TR 10-17-14 -1.08 -4.37 -13.35 -15.15 -0.85 10.59 9.53
— Industrials TR 10-17-14 2.26 -2.82 -7.27 -6.12 7.54 19.88 15.32
— Technology TR 10-17-14 -0.66 4.67 -9.21 -5.18 15.21 14.69 13.24
Moat
Morningstar Wide Moat Focus TR 10-17-14 -0.67 4.83 -4.85 -1.60 10.54 22.25 15.99
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 10-17-14 -0.96 0.62 -4.42 -2.98 9.02 15.77 13.29
NASDAQ Composite PR PR 10-17-14 -0.42 1.96 -6.66 -2.41 10.23 17.65 14.57
NYSE Composite PR --- 10-17-14 -0.41 -1.44 -6.59 -5.88 3.18 12.56 7.52
Russell 2000 TR TR 10-17-14 2.76 -6.05 -6.09 -4.21 -0.52 17.89 13.44
S&P 500 TR TR 10-17-14 -1.00 3.73 -5.60 -3.16 11.11 18.80 14.03
S&P MidCap 400 TR 10-17-14 1.36 -0.42 -7.03 -4.91 4.82 18.49 14.97
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 10-17-14 0.41 5.62 1.90 1.58 4.84 3.23 4.44
Intermediate Core Bond TR 10-17-14 0.47 5.24 1.71 1.55 4.27 3.27 4.34
Long-Term Core Bond TR 10-17-14 0.64 13.28 4.23 3.12 11.50 5.80 8.07
Short-Term Core Bond TR 10-17-14 0.17 1.35 0.62 0.58 1.40 1.35 1.94
Corporate
Corp Bond TR 10-17-14 0.24 7.31 1.99 1.24 7.46 6.05 6.60
Intermediate Corp Bond TR 10-17-14 0.33 5.19 1.44 1.02 5.51 6.14 6.43
Long-Term Corp Bond TR 10-17-14 0.27 12.26 3.25 1.90 12.15 7.89 8.92
Short-Term Corp Bond TR 10-17-14 0.13 2.04 0.61 0.49 2.40 3.37 3.51
Government
Intermediate US Govt Bond TR 10-17-14 0.66 4.22 2.12 1.74 2.81 1.85 3.91
Long-Term US Govt Bond TR 10-17-14 1.07 15.18 5.45 4.66 11.37 3.92 7.14
Short-Term US Govt Bond TR 10-17-14 0.18 1.14 0.62 0.62 1.08 0.75 1.44
US Govt Bond TR 10-17-14 0.50 4.70 2.05 1.79 3.60 1.84 3.57
Other
Mortgage Bond TR 10-17-14 0.43 5.61 1.62 1.59 4.51 3.16 4.10
TIPS TR 10-17-14 0.34 5.63 1.68 -0.53 3.26 1.94 4.81
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 10-17-14 0.45 5.61 1.86 1.57 4.94 3.10 4.42
Barclays US Government TR TR 10-17-14 0.50 4.57 1.99 1.74 3.58 1.83 3.49
Barclays US MBS TR TR 10-17-14 0.43 5.39 1.61 1.53 4.57 2.56 3.65
BofAML US HY Master II TR TR 10-17-14 0.37 3.73 -0.86 -1.35 5.89 10.25 10.18
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 10-17-14 0.44 8.92 1.71 2.80 9.67 5.31 5.32
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 10-17-14 -2.17 -3.42 -5.84 -8.50 -4.49 5.18 8.27
Euronext BEL 20 PR EUR PR 10-20-14 -1.64 1.58 -7.78 -5.09 2.59 12.31 2.82
Euronext Paris CAC 40 NR EUR TR 10-20-14 -2.14 -5.19 -10.39 -7.78 -4.65 11.93 3.54
Euronext Paris CAC 40 PR EUR PR 10-20-14 -2.14 -7.09 -10.53 -7.94 -6.88 8.98 0.61
FSE DAX PR EUR PR 10-20-14 -1.07 -11.22 -11.04 -10.31 -4.34 11.09 4.99
FSE DAX TR EUR TR 10-20-14 -1.07 -8.74 -11.04 -10.31 -1.66 14.77 8.45
FTSE 100 PR GBP PR 10-20-14 -1.56 -7.14 -8.35 -7.15 -5.37 5.19 3.63
FTSE 100 TR GBP TR 10-20-14 -1.55 -4.39 -8.28 -6.30 -2.02 9.11 7.39
FTSE 250 PR GBP PR 10-20-14 1.46 -7.40 -6.96 -5.15 -4.13 13.43 9.24
Hang Seng Hong Kong Composite PR HKD TR 10-20-14 0.14 -2.51 -4.44 -1.53 -2.01 8.86 0.66
Hang Seng HSI PR HKD PR 10-20-14 -0.04 -0.74 -4.82 -1.36 -0.88 8.95 0.66
MSCI AC Far East Ex Japan PR USD PR 10-20-14 0.42 -0.89 -5.46 -5.48 -2.65 6.85 3.39
MSCI ACWI PR USD PR 10-17-14 -0.86 -2.83 -7.13 -7.13 0.88 10.02 6.06
MSCI EAFE NR USD TR 10-20-14 -0.45 -6.61 -7.89 -9.96 -4.46 10.16 4.64
MSCI EAFE PR LCL PR 10-20-14 -0.98 -4.60 -7.85 -5.56 -1.37 10.62 3.26
MSCI EASEA PR LCL PR 10-20-14 -0.82 -4.01 -7.79 -6.22 -2.01 8.91 2.83
MSCI EM Latin America PR USD PR 10-17-14 -0.88 -1.43 -9.36 -8.63 -9.22 -4.21 -4.86
MSCI EM PR LCL PR 10-17-14 -1.22 0.00 -6.45 -4.73 -0.49 4.80 2.39
MSCI EM PR USD PR 10-17-14 -1.32 -2.59 -8.06 -8.08 -5.53 1.25 0.22
MSCI Europe NR USD TR 10-20-14 -0.73 -8.31 -9.47 -11.47 -4.64 10.99 4.50
MSCI Europe PR LCL PR 10-20-14 -1.34 -4.96 -8.89 -6.86 -2.62 8.94 3.01
MSCI Hong Kong PR USD PR 10-20-14 -0.08 2.11 -2.75 -1.39 1.65 11.97 5.57
MSCI Japan NR USD TR 10-20-14 -1.15 -6.72 -5.64 -7.34 -5.84 7.78 4.41
MSCI Japan PR LCL PR 10-20-14 -1.58 -6.65 -8.02 -2.95 1.17 17.98 5.82
MSCI North America NR USD TR 10-17-14 -0.89 2.91 -6.05 -3.83 9.53 16.95 12.60
MSCI Pacific Ex Japan NR USD TR 10-20-14 2.17 2.18 -3.34 -6.44 -2.12 10.16 6.29
MSCI Pacific Ex Japan PR LCL PR 10-20-14 1.91 0.13 -2.22 -3.25 0.28 9.08 2.46
MSCI Pacific NR USD TR 10-20-14 0.08 -3.49 -4.77 -6.99 -4.44 8.70 5.12
MSCI Pacific PR LCL PR 10-20-14 -0.28 -4.30 -5.90 -3.11 0.75 14.18 4.23
MSCI World ex USA NR USD TR 10-17-14 -0.63 -6.44 -8.40 -10.54 -3.64 8.73 4.76
MSCI World Ex USA PR LCL PR 10-17-14 -1.36 -4.23 -7.46 -6.17 -0.30 9.37 3.38
Nikkei 225 Average PR JPY PR 10-20-14 -1.24 -7.24 -7.41 -0.69 3.77 20.29 7.89
S&P BSE SENSEX India INR PR 10-20-14 0.17 24.84 -2.44 3.07 26.56 15.99 8.94
S&P/ASX All Ordinaries PR PR 10-20-14 2.99 -0.85 -2.39 -3.84 -0.26 8.05 1.81
S&P/TSX Composite PR PR 10-17-14 0.00 4.45 -7.96 -6.42 9.14 6.07 4.34
Shanghai SE Composite PR CNY PR 10-20-14 -0.39 11.38 1.17 14.46 7.43 0.36 -5.24
SIX SMI CHF PR 10-20-14 -0.70 0.98 -6.30 -2.68 2.46 13.55 5.20
SIX SMI TR CHF PR 10-20-14 -0.70 4.12 -6.30 -2.59 5.66 17.26 8.59
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 10-17-14 -0.36 -0.24 -6.37 -5.80 4.03 13.96 10.63
Conservative Target Risk TR 10-17-14 0.18 2.95 -0.36 -0.97 3.44 4.87 5.03
Moderate Target Risk TR 10-17-14 -0.10 1.64 -3.48 -3.42 4.28 9.98 8.32
Moderately Aggr Target Risk TR 10-17-14 -0.25 0.50 -5.15 -4.80 4.09 12.22 9.64
Moderately Cons Target Risk TR 10-17-14 0.05 2.33 -1.92 -2.15 3.95 7.54 6.75
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 10-17-14 -0.04 2.43 -2.38 -2.44 4.44 8.68 7.94
Lifetime Aggressive 2005 TR 10-17-14 -0.05 2.50 -2.61 -2.63 4.76 9.42 8.42
Lifetime Aggressive 2010 TR 10-17-14 -0.08 2.44 -2.99 -2.92 5.02 10.29 8.97
Lifetime Aggressive 2015 TR 10-17-14 -0.12 2.21 -3.52 -3.35 5.21 11.32 9.56
Lifetime Aggressive 2020 TR 10-17-14 -0.19 1.74 -4.27 -3.94 5.27 12.46 10.15
Lifetime Aggressive 2025 TR 10-17-14 -0.26 1.07 -5.12 -4.63 5.12 13.46 10.62
Lifetime Aggressive 2030 TR 10-17-14 -0.33 0.42 -5.84 -5.24 4.81 14.05 10.85
Lifetime Aggressive 2035 TR 10-17-14 -0.37 -0.03 -6.26 -5.63 4.46 14.18 10.85
Lifetime Aggressive 2040 TR 10-17-14 -0.37 -0.25 -6.41 -5.81 4.18 14.07 10.73
Lifetime Aggressive 2045 TR 10-17-14 -0.37 -0.38 -6.45 -5.91 3.95 13.90 10.58
Lifetime Aggressive 2050 TR 10-17-14 -0.37 -0.48 -6.48 -6.00 3.73 13.71 10.43
Lifetime Aggressive 2055 TR 10-17-14 -0.36 -0.58 -6.51 -6.09 3.51 13.53 10.27
Lifetime Aggressive Income TR 10-17-14 -0.04 2.34 -2.35 -2.41 4.29 8.39 7.71
Lifetime Conservative 2000 TR 10-17-14 0.16 3.21 -0.40 -1.11 3.43 4.92 5.65
Lifetime Conservative 2005 TR 10-17-14 0.17 3.58 -0.39 -1.10 3.90 5.48 6.07
Lifetime Conservative 2010 TR 10-17-14 0.17 3.83 -0.53 -1.20 4.37 6.20 6.58
Lifetime Conservative 2015 TR 10-17-14 0.16 3.97 -0.78 -1.38 4.78 7.01 7.12
Lifetime Conservative 2020 TR 10-17-14 0.14 3.97 -1.14 -1.65 5.11 7.90 7.68
Lifetime Conservative 2025 TR 10-17-14 0.10 3.78 -1.66 -2.06 5.36 8.98 8.31
Lifetime Conservative 2030 TR 10-17-14 0.03 3.27 -2.47 -2.69 5.45 10.27 9.00
Lifetime Conservative 2035 TR 10-17-14 -0.06 2.48 -3.47 -3.49 5.30 11.48 9.59
Lifetime Conservative 2040 TR 10-17-14 -0.15 1.66 -4.39 -4.24 4.95 12.29 9.95
Lifetime Conservative 2045 TR 10-17-14 -0.20 1.10 -4.95 -4.74 4.58 12.55 10.03
Lifetime Conservative 2050 TR 10-17-14 -0.23 0.82 -5.20 -4.99 4.32 12.58 9.99
Lifetime Conservative 2055 TR 10-17-14 -0.23 0.66 -5.30 -5.14 4.11 12.48 9.88
Lifetime Conservative Income TR 10-17-14 0.16 3.07 -0.41 -1.12 3.27 4.72 5.43
Lifetime Moderate 2000 TR 10-17-14 0.05 2.80 -1.44 -1.80 3.97 6.88 6.85
Lifetime Moderate 2005 TR 10-17-14 0.06 3.03 -1.54 -1.89 4.35 7.50 7.30
Lifetime Moderate 2010 TR 10-17-14 0.05 3.13 -1.78 -2.07 4.71 8.27 7.80
Lifetime Moderate 2015 TR 10-17-14 0.02 3.09 -2.15 -2.36 5.01 9.16 8.36
Lifetime Moderate 2020 TR 10-17-14 -0.02 2.85 -2.71 -2.80 5.23 10.27 9.00
Lifetime Moderate 2025 TR 10-17-14 -0.10 2.32 -3.55 -3.46 5.29 11.55 9.66
Lifetime Moderate 2030 TR 10-17-14 -0.19 1.55 -4.51 -4.23 5.12 12.67 10.20
Lifetime Moderate 2035 TR 10-17-14 -0.26 0.80 -5.34 -4.92 4.77 13.35 10.47
Lifetime Moderate 2040 TR 10-17-14 -0.31 0.30 -5.82 -5.36 4.41 13.56 10.51
Lifetime Moderate 2045 TR 10-17-14 -0.32 0.06 -6.01 -5.56 4.14 13.48 10.41
Lifetime Moderate 2050 TR 10-17-14 -0.32 -0.07 -6.07 -5.68 3.92 13.35 10.29
Lifetime Moderate 2055 TR 10-17-14 -0.32 -0.17 -6.12 -5.78 3.71 13.18 10.14
Lifetime Moderate Income TR 10-17-14 0.05 2.69 -1.43 -1.80 3.82 6.63 6.63
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 10-17-14 -0.19 -5.37 -0.10 -3.14 -6.29 -4.76 0.83
Long/Short Commodity TR 10-17-14 -0.99 -4.79 -0.11 -0.51 -3.13 -4.16 0.06
Long-Only Commodity TR 10-17-14 -1.24 -9.83 -5.93 -12.02 -10.78 -4.60 1.60
Short/Flat Commodity TR 10-17-14 -0.86 0.67 0.03 2.79 3.51 0.53 -0.70
Short-Only Commodity TR 10-17-14 0.85 8.36 5.98 13.33 10.52 1.55 -4.22
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