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 04-21-17 1.04 5.48 0.63 3.86 15.42 9.82 13.53
Style
US Core TR 04-21-17 1.00 6.59 0.71 4.95 17.78 10.75 14.69
US Growth TR 04-21-17 1.81 9.32 2.00 6.10 12.69 10.31 12.91
US Large Cap TR 04-21-17 0.81 5.74 0.19 4.10 14.63 10.14 13.48
US Large Core TR 04-21-17 0.66 7.11 0.21 5.26 17.99 11.28 15.05
US Large Growth TR 04-21-17 1.79 10.08 1.98 6.76 12.15 11.32 13.40
US Large Val TR 04-21-17 -0.01 0.52 -1.56 0.52 13.96 7.80 12.08
US Mid Cap TR 04-21-17 1.43 5.53 1.59 3.67 16.80 9.23 13.87
US Mid Core TR 04-21-17 1.55 6.51 1.63 4.87 16.10 9.77 13.99
US Mid Growth TR 04-21-17 1.72 7.99 2.03 4.76 13.55 7.63 11.47
US Mid Val TR 04-21-17 1.00 2.03 1.08 1.23 20.82 10.24 16.19
US Small Cap TR 04-21-17 2.33 2.86 2.38 2.01 19.80 7.97 12.99
US Small Core TR 04-21-17 2.59 2.22 2.74 2.40 20.61 8.42 13.27
US Small Growth TR 04-21-17 2.27 5.39 2.22 3.23 16.94 7.06 11.82
US Small Val TR 04-21-17 2.11 1.00 2.05 0.26 21.64 8.39 13.83
US Value TR 04-21-17 0.33 0.85 -0.81 0.65 15.86 8.34 13.04
Sector
US Cyclcl Sup Sec TR 04-21-17 1.68 4.40 1.10 3.20 17.57 10.53 14.49
US Basic Materials TR 04-21-17 1.61 6.72 0.90 3.82 16.41 5.77 9.35
US Consumr Cyclcl TR 04-21-17 2.02 8.66 2.74 5.87 12.76 11.20 15.29
US Financial Services TR 04-21-17 1.59 0.83 -0.82 0.98 23.57 11.32 16.21
US Real Estate TR 04-21-17 1.08 4.82 4.30 3.81 11.09 9.87 9.88
US Dfnsve Sup Sec TR 04-21-17 0.07 7.16 -0.23 5.73 7.72 10.79 14.76
US Consumr Dfnsve TR 04-21-17 0.40 6.10 0.08 5.00 9.90 11.24 13.09
US Healthcare TR 04-21-17 -0.16 7.86 -0.59 5.88 4.84 10.61 17.00
US Utilities TR 04-21-17 0.13 7.15 0.41 7.07 14.36 10.84 12.55
US Snstve Sup Sec TR 04-21-17 1.11 5.38 0.77 3.30 18.87 8.71 12.17
US Commun Svc Capped TR 04-21-17 0.54 3.13 1.05 0.57 17.47 11.59 16.16
US Energy Capped TR 04-21-17 -2.34 -9.84 -1.85 -9.03 3.80 -8.68 1.42
US Industrials TR 04-21-17 2.16 5.19 1.41 3.33 17.91 9.52 14.66
US Technology TR 04-21-17 1.85 12.09 1.41 8.51 25.90 15.75 14.54
Moat
Morningstar Wide Moat Focus TR 04-21-17 1.20 8.21 1.37 5.39 18.03 10.19 15.17
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 04-21-17 0.51 4.71 -0.48 4.26 17.25 10.43 12.34
NASDAQ Composite PR PR 04-21-17 1.82 9.80 2.01 6.39 19.50 12.77 14.52
NYSE Composite PR --- 04-21-17 0.57 3.00 -0.27 1.75 8.94 2.55 7.25
Russell 2000 TR TR 04-21-17 2.58 2.06 2.59 2.42 23.25 8.01 12.98
S&P 500 TR TR 04-21-17 0.87 5.54 0.33 3.94 14.71 10.16 13.65
S&P MidCap 400 TR 04-21-17 2.19 3.87 1.80 2.88 19.12 9.94 13.70
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 04-21-17 0.04 1.83 1.20 1.77 1.36 3.08 2.50
US Inter Core Bd TR Bond TR 04-21-17 0.01 1.55 1.08 1.63 1.25 3.14 2.51
US Lng Core Bd TR Bond TR 04-21-17 0.06 3.40 2.23 3.16 1.95 5.20 4.21
US Shrt Core Bd TR Bond TR 04-21-17 0.08 0.87 0.47 0.77 1.08 1.24 1.15
Corporate
US Corp Bd TR Bond TR 04-21-17 0.08 2.52 1.40 2.31 3.54 3.77 4.02
US Inter Corp Bd TR Bond TR 04-21-17 0.14 2.44 1.22 2.17 3.22 3.50 3.92
US Lng Corp Bd TR Bond TR 04-21-17 0.04 3.37 2.07 3.22 4.70 5.16 5.26
US Shrt Corp Bd TR Bond TR 04-21-17 0.09 1.30 0.53 1.06 2.09 1.86 2.27
Government
US Gov Bd TR Bond TR 04-21-17 0.08 1.73 1.20 1.60 -0.02 2.35 1.56
US Inter Gov Bd TR Bond TR 04-21-17 0.09 1.74 1.19 1.66 0.26 2.45 1.53
US Lng Gov Bd TR Bond TR 04-21-17 0.08 3.44 2.43 3.10 -1.11 5.45 3.26
US Shrt Gov Bd TR Bond TR 04-21-17 0.08 0.66 0.44 0.62 0.58 0.95 0.76
Other
Mortgage TR Bond TR 04-21-17 -0.05 1.27 1.00 1.48 1.16 3.30 2.60
TIPS TR TR 04-21-17 -0.50 1.68 0.73 1.08 2.50 1.89 0.79
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 04-21-17 0.00 1.75 1.21 1.73 1.34 2.88 2.34
BBgBarc US Government TR TR 04-21-17 0.03 1.63 1.21 1.54 0.00 2.30 1.55
BBgBarc US MBS TR TR 04-21-17 -0.05 1.21 1.00 1.44 0.95 2.83 2.07
BofAML US HY Master II TR TR 04-21-17 0.18 3.17 1.41 2.22 13.75 4.64 6.91
USTREAS T-Bill Auction Ave 3 --- 03-31-17 --- 0.15 0.07 0.15 0.42 0.19 0.14
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-17 --- 1.04 -0.15 1.04 -3.63 3.04 1.75
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 04-21-17 0.30 2.69 1.62 2.09 0.68 3.55 3.27
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 04-21-17 1.72 10.98 1.25 8.10 -7.87 -10.47 -4.59
Euronext BEL 20 PR EUR PR 04-21-17 -0.54 4.55 0.29 5.07 8.02 6.60 10.91
Euronext Paris CAC 40 NR EUR TR 04-21-17 -0.13 4.32 1.28 4.56 13.33 7.04 12.49
Euronext Paris CAC 40 PR EUR PR 04-21-17 -0.23 4.05 1.13 4.30 10.39 4.51 9.67
FSE DAX PR EUR PR 04-21-17 -0.51 4.22 0.37 2.88 12.20 5.62 8.97
FSE DAX TR EUR TR 04-21-17 -0.50 4.94 0.72 3.60 15.45 8.59 12.29
FTSE 100 PR GBP PR 04-21-17 -2.91 -0.40 -3.58 -1.17 11.49 2.40 4.27
FTSE 100 TR GBP TR 04-21-17 -2.86 0.94 -3.29 0.12 15.94 6.37 8.26
FTSE 250 PR GBP PR 04-21-17 -0.86 7.09 1.95 6.65 14.01 6.76 11.08
Hang Seng Hong Kong Composite PR HKD TR 04-21-17 -0.98 10.43 -2.17 6.19 12.16 1.62 2.64
Hang Seng HSI PR HKD PR 04-21-17 -0.91 9.28 -2.30 5.05 11.19 1.84 2.73
MSCI AC Far East Ex Japan PR USD PR 04-21-17 -0.04 13.00 -1.06 8.21 12.77 0.95 2.20
MSCI ACWI PR USD PR 04-21-17 0.49 5.85 -0.34 3.79 9.38 2.77 6.51
MSCI EAFE NR USD TR 04-21-17 0.22 6.68 -0.66 4.46 6.67 0.32 6.26
MSCI EAFE PR LCL PR 04-21-17 -0.39 2.50 -1.39 1.56 9.01 4.08 7.95
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 04-21-17 -1.07 4.14 -0.34 3.20 9.85 3.33 6.95
MSCI EM Latin America PR USD PR 04-21-17 -0.11 11.19 0.32 6.02 15.96 -7.36 -7.96
MSCI EM PR LCL PR 04-21-17 0.23 7.80 -0.77 4.93 10.90 2.82 2.79
MSCI EM PR USD PR 04-21-17 0.14 11.54 -1.16 7.67 12.66 -1.64 -1.20
MSCI Europe NR USD TR 04-21-17 -0.08 6.56 -0.33 4.90 5.40 -1.82 6.01
MSCI Europe PR LCL PR 04-21-17 -1.10 3.63 -0.57 2.87 10.08 3.67 7.37
MSCI Hong Kong PR USD PR 04-21-17 -1.48 12.97 -0.35 7.12 9.93 2.78 5.42
MSCI Japan NR USD TR 04-21-17 1.97 4.99 -1.54 2.57 7.99 6.96 7.88
MSCI Japan PR LCL PR 04-21-17 1.83 -2.57 -4.71 -3.51 5.69 7.27 12.26
MSCI North America NR USD TR 04-21-17 0.76 5.32 0.37 3.58 13.89 8.60 12.01
MSCI Pacific Ex Japan NR USD TR 04-21-17 -1.44 10.77 -0.62 5.84 12.42 0.87 5.01
MSCI Pacific Ex Japan PR LCL PR 04-21-17 -0.95 6.86 0.88 4.89 10.63 1.75 5.23
MSCI Pacific NR USD TR 04-21-17 0.76 6.92 -1.22 3.68 9.48 4.67 6.82
MSCI Pacific PR LCL PR 04-21-17 0.85 0.58 -2.80 -0.69 7.50 5.06 9.30
MSCI World ex USA NR USD TR 04-21-17 0.10 6.21 -0.55 3.96 6.82 0.13 5.77
MSCI World Ex USA PR LCL PR 04-21-17 -0.29 2.42 -1.11 1.40 9.34 3.93 7.67
Nikkei 225 Average PR JPY PR 04-21-17 1.56 -2.58 -4.29 -2.70 7.24 8.66 14.26
S&P BSE SENSEX India INR PR 04-21-17 -0.33 10.29 -0.41 8.62 13.47 8.86 11.07
S&P/ASX All Ordinaries PR PR 04-21-17 -0.68 2.91 1.14 3.08 10.29 2.63 5.78
S&P/TSX Composite PR PR 04-21-17 0.51 2.14 1.97 0.43 12.49 2.51 5.15
SIX SMI PR CHF PR 04-21-17 -0.87 4.06 -0.71 3.37 4.83 0.71 6.52
SIX SMI TR CHF PR 04-21-17 -0.71 6.69 0.55 5.98 8.61 4.03 10.11
SSE Composite PR CNY PR 04-21-17 -2.25 2.24 -2.71 1.60 7.46 15.38 5.68
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 04-21-17 0.76 5.89 0.42 4.11 13.81 5.77 9.78
Con Tgt Risk TR USD TR 04-21-17 0.14 2.57 0.86 2.15 3.87 2.50 3.17
Mod Agg Tgt Risk TR USD TR 04-21-17 0.62 5.25 0.53 3.75 11.99 5.20 8.53
Mod Con Tgt Risk TR USD TR 04-21-17 0.29 3.45 0.73 2.69 6.69 3.71 5.22
Mod Tgt Risk TR USD TR 04-21-17 0.46 4.34 0.65 3.21 9.36 4.51 6.93
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 04-21-17 0.21 3.15 0.68 2.29 6.85 3.75 5.66
Lifetime Agg 2005 TR USD TR 04-21-17 0.24 3.37 0.72 2.45 7.26 3.98 6.12
Lifetime Agg 2010 TR USD TR 04-21-17 0.30 3.65 0.75 2.66 7.86 4.26 6.69
Lifetime Agg 2015 TR USD TR 04-21-17 0.36 3.98 0.75 2.89 8.65 4.58 7.39
Lifetime Agg 2020 TR USD TR 04-21-17 0.44 4.36 0.72 3.13 9.70 4.94 8.21
Lifetime Agg 2025 TR USD TR 04-21-17 0.52 4.77 0.66 3.38 10.96 5.28 9.00
Lifetime Agg 2030 TR USD TR 04-21-17 0.60 5.13 0.58 3.58 12.14 5.51 9.55
Lifetime Agg 2035 TR USD TR 04-21-17 0.64 5.37 0.51 3.71 12.92 5.58 9.75
Lifetime Agg 2040 TR USD TR 04-21-17 0.66 5.49 0.49 3.78 13.23 5.53 9.71
Lifetime Agg 2045 TR USD TR 04-21-17 0.66 5.54 0.48 3.82 13.26 5.41 9.59
Lifetime Agg 2050 TR USD TR 04-21-17 0.65 5.59 0.48 3.85 13.25 5.28 9.44
Lifetime Agg 2055 TR USD TR 04-21-17 0.65 5.64 0.48 3.88 13.23 5.15 9.30
Lifetime Agg Incm TR USD TR 04-21-17 0.21 3.15 0.68 2.29 6.86 3.73 5.56
Lifetime Con 2000 TR USD TR 04-21-17 0.02 2.24 0.76 1.73 3.98 2.39 3.05
Lifetime Con 2005 TR USD TR 04-21-17 0.05 2.39 0.83 1.87 4.12 2.59 3.37
Lifetime Con 2010 TR USD TR 04-21-17 0.09 2.63 0.90 2.07 4.43 2.85 3.82
Lifetime Con 2015 TR USD TR 04-21-17 0.14 2.90 0.96 2.29 4.92 3.15 4.35
Lifetime Con 2020 TR USD TR 04-21-17 0.19 3.21 1.00 2.52 5.54 3.46 4.94
Lifetime Con 2025 TR USD TR 04-21-17 0.26 3.54 1.01 2.75 6.31 3.80 5.65
Lifetime Con 2030 TR USD TR 04-21-17 0.34 3.94 0.98 3.01 7.38 4.18 6.54
Lifetime Con 2035 TR USD TR 04-21-17 0.43 4.39 0.90 3.28 8.79 4.58 7.47
Lifetime Con 2040 TR USD TR 04-21-17 0.52 4.83 0.79 3.52 10.23 4.89 8.19
Lifetime Con 2045 TR USD TR 04-21-17 0.57 5.13 0.71 3.68 11.23 5.03 8.50
Lifetime Con 2050 TR USD TR 04-21-17 0.60 5.30 0.66 3.78 11.75 5.03 8.57
Lifetime Con 2055 TR USD TR 04-21-17 0.60 5.40 0.65 3.84 11.94 4.96 8.51
Lifetime Con Incm TR USD TR 04-21-17 0.02 2.24 0.76 1.73 3.98 2.37 2.98
Lifetime Mod 2000 TR USD TR 04-21-17 0.10 2.66 0.73 1.98 5.33 3.05 4.39
Lifetime Mod 2005 TR USD TR 04-21-17 0.13 2.84 0.78 2.13 5.59 3.26 4.77
Lifetime Mod 2010 TR USD TR 04-21-17 0.17 3.09 0.84 2.33 6.03 3.53 5.25
Lifetime Mod 2015 TR USD TR 04-21-17 0.23 3.38 0.87 2.54 6.64 3.82 5.84
Lifetime Mod 2020 TR USD TR 04-21-17 0.29 3.72 0.88 2.78 7.44 4.16 6.58
Lifetime Mod 2025 TR USD TR 04-21-17 0.38 4.13 0.84 3.04 8.57 4.55 7.48
Lifetime Mod 2030 TR USD TR 04-21-17 0.47 4.58 0.76 3.30 9.98 4.93 8.37
Lifetime Mod 2035 TR USD TR 04-21-17 0.55 4.98 0.66 3.53 11.31 5.20 8.99
Lifetime Mod 2040 TR USD TR 04-21-17 0.60 5.25 0.59 3.67 12.21 5.31 9.25
Lifetime Mod 2045 TR USD TR 04-21-17 0.62 5.39 0.55 3.75 12.59 5.27 9.24
Lifetime Mod 2050 TR USD TR 04-21-17 0.62 5.46 0.55 3.79 12.68 5.17 9.14
Lifetime Mod 2055 TR USD TR 04-21-17 0.62 5.52 0.54 3.83 12.70 5.06 9.02
Lifetime Mod Incm TR USD TR 04-21-17 0.10 2.66 0.73 1.98 5.34 3.04 4.31
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 04-21-17 -0.41 -6.65 0.39 -5.64 -9.92 -6.64 -5.61
Lng/Shrt Cmdty TR TR 04-21-17 0.45 -7.15 1.80 -4.67 -10.49 -5.76 -5.71
Lng-Only Cmdty TR TR 04-21-17 -3.54 -5.74 -0.47 -6.15 0.35 -18.23 -10.24
Shrt/Flt Cmdty TR TR 04-20-17 2.81 -1.46 0.44 0.07 -1.10 0.70 -0.37
Shrt-Only Cmdty TR TR 04-21-17 4.14 6.20 0.59 6.65 -4.16 16.49 6.35
top arrow

Content Partners