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 05-05-16 -1.32 0.82 0.53 10.23 -0.88 10.17 10.94
Style
US Core TR 05-05-16 -1.38 1.54 1.18 10.80 -0.60 10.17 11.93
US Growth TR 05-05-16 -0.81 -2.75 -0.86 10.16 -2.39 11.51 11.47
US Large Cap TR 05-05-16 -1.10 0.44 0.22 9.25 0.18 10.40 11.34
US Large Core TR 05-05-16 -1.46 1.09 1.01 10.01 0.26 10.25 12.47
US Large Growth TR 05-05-16 -0.28 -3.03 -1.33 9.01 -0.50 12.61 12.68
US Large Val TR 05-05-16 -1.62 3.77 1.21 8.83 0.84 8.32 8.89
US Mid Cap TR 05-05-16 -1.76 2.06 1.24 12.60 -3.20 10.08 10.34
US Mid Core TR 05-05-16 -0.96 2.30 1.55 12.41 -2.33 10.64 11.27
US Mid Growth TR 05-05-16 -2.08 -0.90 0.59 14.10 -7.55 8.76 8.35
US Mid Val TR 05-05-16 -2.29 4.79 1.54 11.40 0.36 10.84 11.40
US Small Cap TR 05-05-16 -2.45 1.30 1.80 14.28 -5.16 7.80 8.39
US Small Core TR 05-05-16 -1.92 3.52 1.63 13.56 -3.76 8.26 8.15
US Small Growth TR 05-05-16 -3.31 -4.62 0.79 13.43 -7.91 7.42 7.55
US Small Val TR 05-05-16 -2.17 5.12 3.00 15.94 -3.78 7.72 9.48
US Value TR 05-05-16 -1.79 4.05 1.39 9.77 0.44 8.81 9.45
Sector
Cyclical TR 05-05-16 -1.25 -0.30 2.31 12.15 -0.76 9.91 11.08
— Basic Materials TR 05-05-16 -2.92 7.55 3.23 15.87 -5.54 5.60 3.48
— Consumer Cyclical TR 05-05-16 -0.63 0.34 0.85 13.61 1.75 12.09 14.72
— Financial Services TR 05-05-16 -2.35 -4.00 3.46 9.81 -4.29 9.66 10.38
— Real Estate TR 05-05-16 2.27 6.25 2.04 13.51 10.05 7.16 9.93
Defensive TR 05-05-16 -0.42 1.41 0.71 8.14 3.55 13.24 15.16
— Consumer Defensive TR 05-05-16 0.83 5.41 -0.57 7.47 10.63 11.88 14.07
— Healthcare TR 05-05-16 -1.78 -3.69 1.43 8.91 -3.13 15.53 17.00
— Utilities TR 05-05-16 1.97 14.38 1.25 6.81 16.38 10.19 12.44
Sensitive TR 05-05-16 -2.00 1.38 -1.06 10.11 -3.81 8.51 8.40
— Communication Services TR 05-05-16 -1.32 6.10 -1.39 8.65 5.69 9.50 12.72
— Energy TR 05-05-16 -3.45 9.56 8.94 18.61 -18.30 -4.22 -0.45
— Industrials TR 05-05-16 -2.39 3.74 0.59 11.21 0.39 11.56 10.50
— Technology TR 05-05-16 -1.62 -4.49 -5.27 7.50 -3.45 12.41 10.24
Moat
Morningstar Wide Moat Focus TR 05-05-16 -3.21 10.36 4.56 15.26 4.10 11.43 12.95
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 05-05-16 -0.92 2.21 0.45 9.72 1.13 8.27 9.77
NASDAQ Composite PR PR 05-05-16 -1.84 -5.80 -2.62 8.11 -4.50 11.77 10.88
NYSE Composite PR --- 05-05-16 -1.90 1.36 2.19 9.49 -6.95 3.25 4.13
Russell 2000 TR TR 05-05-16 -2.83 -1.98 1.17 12.86 -7.49 6.54 7.45
--- TR 05-05-16 -1.16 1.07 0.41 9.68 0.34 10.61 11.33
S&P MidCap 400 TR 05-05-16 -1.55 3.98 1.75 13.54 -1.95 9.13 9.60
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 05-05-16 0.43 3.80 0.42 2.15 4.01 2.71 3.79
US Inter Core Bd TR Bond TR 05-05-16 0.31 3.08 0.31 1.40 3.91 2.93 3.69
US Lng Core Bd TR Bond TR 05-05-16 0.95 7.99 0.80 5.34 6.75 4.01 7.07
US Shrt Core Bd TR Bond TR 05-05-16 0.19 1.59 0.25 0.82 1.71 1.18 1.40
Corporate
US Corp Bd TR Bond TR 05-05-16 0.44 5.63 1.24 5.39 4.10 3.09 4.97
US Inter Corp Bd TR Bond TR 05-05-16 0.38 4.52 0.90 3.76 3.81 3.05 4.69
US Lng Corp Bd TR Bond TR 05-05-16 0.62 8.75 1.93 8.90 5.65 3.89 6.77
US Shrt Corp Bd TR Bond TR 05-05-16 0.22 2.14 0.52 1.79 2.15 1.89 2.51
Government
US Gov Bd TR Bond TR 05-05-16 0.58 3.50 -0.01 0.90 3.99 2.05 3.23
US Inter Gov Bd TR Bond TR 05-05-16 0.49 3.49 0.07 0.76 4.16 1.86 3.16
US Lng Gov Bd TR Bond TR 05-05-16 1.32 7.32 -0.33 1.85 8.04 4.50 7.39
US Shrt Gov Bd TR Bond TR 05-05-16 0.18 1.33 0.13 0.40 1.49 0.93 1.05
Other
Mortgage TR Bond TR 05-05-16 0.22 2.60 0.27 1.13 3.80 3.32 3.60
TIPS TR TR 05-05-16 0.16 4.81 0.17 3.26 2.13 -0.60 2.59
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 05-05-16 0.42 3.72 0.38 2.07 3.63 2.47 3.55
Barclays US Government TR TR 05-05-16 0.56 3.45 -0.01 0.88 3.85 2.02 3.16
Barclays US MBS TR TR 05-05-16 0.21 2.27 0.21 0.93 3.03 2.70 3.01
BofAML US HY Master II TR TR 05-05-16 -0.58 6.77 3.50 9.71 -1.99 2.07 5.05
USTREAS T-Bill Auction Ave 3 --- 04-30-16 --- 0.09 0.02 0.07 0.14 0.07 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-16 --- 4.64 -0.31 1.44 4.09 1.84 4.81
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 05-05-16 0.30 2.68 0.61 1.15 5.79 3.56 5.27
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 05-05-16 -4.20 4.36 -5.67 3.26 -17.78 -9.05 -4.19
Euronext BEL 20 PR EUR PR 05-06-16 -2.45 -10.12 -0.58 0.61 -7.33 7.24 4.24
Euronext Paris CAC 40 NR EUR TR 05-06-16 -2.39 -6.28 1.19 3.35 -11.33 5.79 3.95
Euronext Paris CAC 40 PR EUR PR 05-06-16 -2.88 -7.24 0.39 2.39 -13.66 3.26 1.17
FSE DAX PR EUR PR 05-05-16 -5.64 -10.26 1.21 4.18 -16.09 3.49 2.60
FSE DAX TR EUR TR 05-04-16 -4.58 -8.51 0.06 4.63 -15.42 6.56 5.91
FTSE 100 PR GBP PR 05-06-16 -1.86 -1.87 -0.58 4.75 -11.65 -2.07 0.49
FTSE 100 TR GBP TR 05-06-16 -1.77 -0.30 -0.15 6.31 -8.14 1.62 4.28
FTSE 250 PR GBP PR 05-06-16 -0.91 -4.48 -1.29 4.04 -4.38 5.68 6.93
Hang Seng Hong Kong Composite PR HKD TR 05-06-16 -3.85 -8.75 -0.73 5.50 -29.02 -4.46 -3.46
Hang Seng HSI PR HKD PR 05-06-16 -4.09 -7.80 -0.01 4.75 -26.90 -4.11 -2.69
MSCI AC Far East Ex Japan PR USD PR 05-05-16 -3.47 -1.82 -1.39 7.20 -23.12 -4.29 -3.46
MSCI ACWI PR USD PR 05-05-16 -2.35 -0.99 1.21 7.87 -9.14 2.15 2.60
MSCI EAFE NR USD TR 05-05-16 -3.18 -3.10 3.38 6.06 -11.16 0.54 1.54
MSCI EAFE PR LCL PR 05-05-16 -3.55 -8.60 1.80 1.16 -14.81 1.70 2.87
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 05-05-16 -3.67 -6.11 1.56 3.18 -13.17 1.36 1.80
MSCI EM Latin America PR USD PR 05-05-16 -5.36 18.13 4.46 23.40 -20.87 -16.89 -13.15
MSCI EM PR LCL PR 05-05-16 -2.97 -0.22 -0.62 5.87 -17.03 -1.39 -1.27
MSCI EM PR USD PR 05-05-16 -4.10 1.93 -0.43 9.44 -22.76 -8.08 -6.97
MSCI Europe NR USD TR 05-05-16 -3.78 -2.99 2.52 5.82 -11.59 0.76 1.11
MSCI Europe PR LCL PR 05-05-16 -4.23 -6.90 1.01 2.55 -13.20 1.71 1.98
MSCI Hong Kong PR USD PR 05-05-16 -3.04 -2.22 1.43 10.69 -17.48 -0.42 1.12
MSCI Japan NR USD TR 05-05-16 -2.11 -5.62 5.46 3.93 -8.78 2.23 3.52
MSCI Japan PR LCL PR 05-06-16 -3.31 -16.59 2.41 -5.58 -19.97 3.21 7.96
MSCI North America NR USD TR 05-05-16 -1.41 1.12 0.65 9.93 -1.94 8.89 9.39
MSCI Pacific Ex Japan NR USD TR 05-05-16 -1.91 1.91 4.41 12.45 -13.35 -3.74 0.42
MSCI Pacific Ex Japan PR LCL PR 05-05-16 -0.64 -1.35 4.77 7.11 -13.50 -0.81 0.93
MSCI Pacific NR USD TR 05-05-16 -2.04 -3.15 5.09 6.72 -10.38 0.02 2.40
MSCI Pacific PR LCL PR 05-05-16 -2.28 -11.65 3.32 -1.31 -17.85 1.56 4.82
MSCI World ex USA NR USD TR 05-05-16 -3.29 -1.93 3.51 6.75 -11.53 0.26 1.06
MSCI World Ex USA PR LCL PR 05-05-16 -3.42 -7.70 1.83 1.55 -14.57 1.82 2.57
Nikkei 225 Average PR JPY PR 05-06-16 -3.36 -15.38 2.49 -4.24 -17.54 5.56 10.31
S&P BSE SENSEX India INR PR 05-06-16 -1.48 -3.40 1.32 2.48 -5.57 8.64 6.38
S&P/ASX All Ordinaries PR PR 05-06-16 0.80 0.26 6.65 6.62 -5.84 1.44 2.16
S&P/TSX Composite PR PR 05-05-16 -1.83 4.78 2.46 6.80 -10.16 3.10 0.26
SIX SMI PR CHF PR 05-06-16 -2.83 -12.28 -0.42 -2.82 -12.97 -0.81 3.46
SIX SMI TR CHF PR 05-06-16 -2.83 -9.72 0.78 0.01 -10.16 2.24 6.76
SSE Composite PR CNY PR 05-06-16 -0.85 -17.69 -4.50 5.42 -31.12 9.30 0.34
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq TR 12-21-12 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
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 05-05-16 -2.05 1.21 1.62 9.65 -5.49 5.26 6.21
Con Tgt Risk TR USD TR 05-05-16 -0.10 3.46 0.78 3.76 1.70 2.20 3.47
Mod Agg Tgt Risk TR USD TR 05-05-16 -1.66 1.75 1.58 8.45 -4.04 4.73 5.77
Mod Con Tgt Risk TR USD TR 05-05-16 -0.57 2.92 0.97 5.29 0.24 3.37 4.54
Mod Tgt Risk TR USD TR 05-05-16 -1.11 2.44 1.22 6.96 -1.80 4.10 5.28
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 05-05-16 -0.79 2.60 1.14 5.88 -0.85 3.61 4.90
Lifetime Agg 2005 TR USD TR 05-05-16 -0.85 2.68 1.22 6.28 -1.01 3.93 5.21
Lifetime Agg 2010 TR USD TR 05-05-16 -0.96 2.66 1.30 6.78 -1.33 4.30 5.52
Lifetime Agg 2015 TR USD TR 05-05-16 -1.11 2.55 1.40 7.35 -1.85 4.71 5.85
Lifetime Agg 2020 TR USD TR 05-05-16 -1.33 2.29 1.51 8.03 -2.62 5.14 6.17
Lifetime Agg 2025 TR USD TR 05-05-16 -1.59 1.92 1.62 8.76 -3.61 5.48 6.43
Lifetime Agg 2030 TR USD TR 05-05-16 -1.83 1.54 1.72 9.37 -4.60 5.58 6.52
Lifetime Agg 2035 TR USD TR 05-05-16 -1.99 1.30 1.78 9.72 -5.32 5.48 6.43
Lifetime Agg 2040 TR USD TR 05-05-16 -2.07 1.21 1.81 9.84 -5.71 5.28 6.26
Lifetime Agg 2045 TR USD TR 05-05-16 -2.11 1.21 1.83 9.87 -5.95 5.09 6.08
Lifetime Agg 2050 TR USD TR 05-05-16 -2.14 1.22 1.84 9.88 -6.17 4.88 5.89
Lifetime Agg 2055 TR USD TR 05-05-16 -2.17 1.23 1.85 9.89 -6.38 4.68 5.70
Lifetime Agg Incm TR USD TR 05-05-16 -0.77 2.62 1.14 5.84 -0.81 3.53 4.81
Lifetime Con 2000 TR USD TR 05-05-16 -0.24 3.36 0.89 4.03 0.80 1.86 3.39
Lifetime Con 2005 TR USD TR 05-05-16 -0.23 3.61 0.95 4.32 0.95 2.15 3.74
Lifetime Con 2010 TR USD TR 05-05-16 -0.26 3.78 1.02 4.72 0.96 2.50 4.13
Lifetime Con 2015 TR USD TR 05-05-16 -0.33 3.87 1.10 5.18 0.82 2.88 4.52
Lifetime Con 2020 TR USD TR 05-05-16 -0.43 3.89 1.19 5.68 0.55 3.27 4.88
Lifetime Con 2025 TR USD TR 05-05-16 -0.58 3.79 1.28 6.25 0.08 3.71 5.24
Lifetime Con 2030 TR USD TR 05-05-16 -0.81 3.51 1.39 6.94 -0.73 4.22 5.60
Lifetime Con 2035 TR USD TR 05-05-16 -1.11 3.05 1.51 7.73 -1.88 4.63 5.89
Lifetime Con 2040 TR USD TR 05-05-16 -1.41 2.55 1.62 8.44 -3.10 4.82 6.04
Lifetime Con 2045 TR USD TR 05-05-16 -1.62 2.23 1.70 8.89 -3.99 4.76 5.98
Lifetime Con 2050 TR USD TR 05-05-16 -1.74 2.08 1.74 9.12 -4.54 4.60 5.86
Lifetime Con 2055 TR USD TR 05-05-16 -1.79 2.07 1.76 9.22 -4.83 4.44 5.71
Lifetime Con Incm TR USD TR 05-05-16 -0.24 3.36 0.89 4.02 0.83 1.82 3.26
Lifetime Mod 2000 TR USD TR 05-05-16 -0.53 2.96 1.03 4.99 -0.07 2.78 4.20
Lifetime Mod 2005 TR USD TR 05-05-16 -0.55 3.12 1.09 5.33 -0.07 3.07 4.52
Lifetime Mod 2010 TR USD TR 05-05-16 -0.62 3.21 1.16 5.76 -0.21 3.42 4.86
Lifetime Mod 2015 TR USD TR 05-05-16 -0.72 3.20 1.25 6.26 -0.52 3.80 5.20
Lifetime Mod 2020 TR USD TR 05-05-16 -0.88 3.08 1.35 6.84 -1.03 4.25 5.55
Lifetime Mod 2025 TR USD TR 05-05-16 -1.12 2.78 1.46 7.57 -1.89 4.74 5.91
Lifetime Mod 2030 TR USD TR 05-05-16 -1.42 2.34 1.58 8.36 -3.02 5.11 6.18
Lifetime Mod 2035 TR USD TR 05-05-16 -1.69 1.89 1.69 9.03 -4.14 5.25 6.28
Lifetime Mod 2040 TR USD TR 05-05-16 -1.88 1.61 1.76 9.42 -4.95 5.16 6.21
Lifetime Mod 2045 TR USD TR 05-05-16 -1.97 1.50 1.79 9.58 -5.39 4.98 6.05
Lifetime Mod 2050 TR USD TR 05-05-16 -2.01 1.49 1.81 9.64 -5.65 4.79 5.89
Lifetime Mod 2055 TR USD TR 05-05-16 -2.04 1.50 1.82 9.67 -5.88 4.60 5.70
Lifetime Mod Incm TR USD TR 05-05-16 -0.52 2.97 1.02 4.97 -0.03 2.72 4.09
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 05-05-16 -0.17 0.39 1.27 0.99 -1.94 -2.47 -3.99
Lng/Shrt Cmdty TR TR 05-05-16 0.18 -4.01 -0.45 -2.39 -4.20 -0.77 -3.24
Lng-Only Cmdty TR TR 05-05-16 -2.60 5.88 10.42 12.59 -23.44 -16.26 -11.65
Shrt/Flt Cmdty TR TR 05-05-16 0.34 -4.31 -1.57 -3.31 -2.29 1.74 0.72
Shrt-Only Cmdty TR TR 05-05-16 3.14 -9.42 -9.28 -13.66 22.10 15.19 8.72
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