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 12-02-16 -1.04 9.94 5.35 1.26 7.86 8.74 14.34
Style
US Core TR 12-02-16 -0.98 11.54 4.91 1.20 9.75 9.33 15.43
US Growth TR 12-02-16 -2.21 1.36 2.80 -2.25 -1.44 7.66 13.26
US Large Cap TR 12-02-16 -0.91 8.45 4.22 0.85 6.83 8.83 14.22
US Large Core TR 12-02-16 -0.86 10.92 3.84 1.35 9.92 9.46 15.67
US Large Growth TR 12-02-16 -1.95 -0.13 1.76 -2.47 -2.76 8.39 13.82
US Large Val TR 12-02-16 0.03 15.36 7.12 3.66 14.49 8.53 13.24
US Mid Cap TR 12-02-16 -1.32 12.78 7.10 1.75 9.97 8.84 14.73
US Mid Core TR 12-02-16 -1.18 10.43 6.10 -0.38 7.25 9.27 14.82
US Mid Growth TR 12-02-16 -2.85 5.21 4.58 -1.83 2.20 6.00 11.52
US Mid Val TR 12-02-16 0.00 23.64 10.70 7.84 21.58 11.40 17.98
US Small Cap TR 12-02-16 -1.55 17.56 11.90 3.89 12.38 7.21 14.18
US Small Core TR 12-02-16 -1.51 20.57 12.39 4.36 14.94 8.23 14.71
US Small Growth TR 12-02-16 -3.04 7.50 8.64 -1.18 3.11 4.22 12.22
US Small Val TR 12-02-16 -0.16 24.98 14.52 8.51 19.42 9.13 15.57
US Value TR 12-02-16 0.01 17.67 8.38 4.87 16.27 9.17 14.37
Sector
US Cyclcl Sup Sec TR 12-02-16 -0.56 11.16 9.48 4.90 8.31 8.90 16.45
US Basic Materials TR 12-02-16 0.19 20.13 9.78 3.67 15.41 6.23 9.42
US Consumr Cyclcl TR 12-02-16 -1.97 4.91 5.84 0.53 1.97 7.62 16.65
US Financial Services TR 12-02-16 0.28 16.65 14.29 12.81 12.93 10.16 19.36
US Real Estate TR 12-02-16 -0.40 2.88 1.58 -9.44 4.81 10.94 11.26
US Dfnsve Sup Sec TR 12-02-16 -1.60 0.19 0.30 -5.53 1.76 9.25 14.93
US Consumr Dfnsve TR 12-02-16 -1.65 4.16 -2.50 -5.95 6.45 9.25 13.22
US Healthcare TR 12-02-16 -1.69 -4.53 2.74 -5.52 -3.77 8.93 17.92
US Utilities TR 12-02-16 -1.03 11.33 -1.65 -4.34 15.20 11.09 10.57
US Snstve Sup Sec TR 12-02-16 -1.11 15.68 5.26 2.74 11.55 8.39 12.58
US Commun Svc TR 12-02-16 -1.58 13.28 5.48 -1.07 10.95 9.47 16.52
US Energy TR 12-02-16 3.14 26.52 11.18 8.93 15.49 -2.81 3.25
US Industrials TR 12-02-16 -0.41 18.43 10.45 5.93 15.53 9.54 15.77
US Technology TR 12-02-16 -2.99 10.53 0.20 -0.30 7.11 12.65 14.37
Moat
Morningstar Wide Moat Focus TR 12-02-16 -0.94 21.53 6.43 1.29 17.16 10.15 16.50
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 12-02-16 0.22 12.90 7.23 4.35 11.06 8.89 12.62
NASDAQ Composite PR PR 12-02-16 -2.65 4.96 2.94 0.11 2.58 9.12 14.88
NYSE Composite PR --- 12-02-16 -0.36 6.85 4.88 -0.17 4.33 2.26 7.78
Russell 2000 TR TR 12-02-16 -2.40 17.29 13.22 5.38 11.99 6.67 13.91
S&P 500 TR TR 12-02-16 -0.91 9.45 4.76 1.09 7.74 9.05 14.42
S&P MidCap 400 TR 12-02-16 -0.92 17.96 10.03 3.35 13.47 9.31 14.77
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 12-02-16 0.03 2.43 -2.60 -3.15 1.93 3.01 2.54
US Inter Core Bd TR Bond TR 12-02-16 0.17 2.18 -2.10 -2.06 1.90 3.07 2.69
US Lng Core Bd TR Bond TR 12-02-16 -0.28 4.39 -5.52 -7.82 2.95 5.60 4.04
US Shrt Core Bd TR Bond TR 12-02-16 0.07 1.40 -0.72 -0.61 1.23 1.01 1.13
Corporate
US Corp Bd TR Bond TR 12-02-16 0.06 5.09 -2.75 -3.60 4.01 3.93 4.36
US Inter Corp Bd TR Bond TR 12-02-16 0.12 4.31 -2.26 -2.35 3.44 3.25 4.48
US Lng Corp Bd TR Bond TR 12-02-16 0.02 7.47 -4.34 -6.21 5.73 5.78 5.49
US Shrt Corp Bd TR Bond TR 12-02-16 0.09 2.39 -0.75 -0.62 2.06 1.67 2.57
Government
US Gov Bd TR Bond TR 12-02-16 -0.13 1.00 -3.02 -3.84 0.57 2.05 1.37
US Inter Gov Bd TR Bond TR 12-02-16 0.04 1.34 -2.63 -2.75 0.99 1.87 1.44
US Lng Gov Bd TR Bond TR 12-02-16 -0.63 1.12 -6.87 -9.64 -0.01 5.75 2.80
US Shrt Gov Bd TR Bond TR 12-02-16 0.06 0.93 -0.71 -0.60 0.83 0.74 0.67
Other
Mortgage TR Bond TR 12-02-16 0.23 2.03 -1.84 -1.70 1.90 3.45 2.75
TIPS TR TR 12-02-16 -0.05 4.56 -2.30 -1.94 3.58 1.89 0.88
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 12-02-16 0.08 2.41 -2.55 -3.11 1.82 2.84 2.37
BBgBarc US Government TR TR 12-02-16 -0.04 1.05 -2.89 -3.68 0.60 2.03 1.37
BBgBarc US MBS TR TR 12-02-16 0.22 1.60 -1.81 -1.72 1.43 2.99 2.19
BofAML US HY Master II TR TR 12-02-16 0.32 15.31 0.42 0.63 11.93 4.25 7.32
USTREAS T-Bill Auction Ave 3 --- 11-30-16 --- 0.29 0.04 0.10 0.31 0.13 0.11
USTREAS T-Bill Cnst Mat Rate 10 TR 11-30-16 --- 0.61 -4.51 -6.50 0.27 3.22 1.50
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 12-02-16 -1.11 -1.23 -4.08 -5.34 -0.74 3.57 3.32
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 12-02-16 -0.24 -6.82 -8.18 -10.90 -7.21 -13.17 -4.81
Euronext BEL 20 PR EUR PR 12-05-16 -0.01 -6.42 0.67 -4.80 -4.90 7.77 10.34
Euronext Paris CAC 40 NR EUR TR 12-05-16 1.47 1.18 4.60 0.99 -0.35 6.22 10.18
Euronext Paris CAC 40 PR EUR PR 12-05-16 1.42 -1.35 4.50 0.73 -2.98 3.72 7.40
FSE DAX PR EUR PR 12-02-16 -1.74 -5.07 1.37 -1.60 -8.86 0.96 8.21
FSE DAX TR EUR TR 12-05-16 0.97 -0.54 4.15 0.12 -0.63 5.56 11.84
FTSE 100 PR GBP PR 12-05-16 -0.77 8.08 0.80 -1.93 8.15 1.26 3.92
FTSE 100 TR GBP TR 12-05-16 -0.76 12.41 1.22 -1.19 12.56 5.10 7.86
FTSE 250 PR GBP PR 12-05-16 -0.32 0.18 1.10 -3.13 0.55 4.83 10.99
Hang Seng Hong Kong Composite PR HKD TR 12-05-16 -1.55 1.49 0.03 -3.82 0.22 -2.55 2.89
Hang Seng HSI PR HKD PR 12-05-16 -1.51 2.61 -0.69 -4.92 1.12 -1.76 3.23
MSCI AC Far East Ex Japan PR USD PR 12-02-16 -0.05 5.30 -2.25 -3.49 2.56 -2.84 1.69
MSCI ACWI PR USD PR 12-02-16 -0.65 3.23 1.45 -1.88 1.05 0.99 6.39
MSCI EAFE NR USD TR 12-02-16 -0.22 -2.28 -1.35 -4.16 -3.99 -1.97 5.43
MSCI EAFE PR LCL PR 12-02-16 -0.59 -2.51 2.47 0.51 -5.71 1.65 7.49
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 12-02-16 -1.09 -2.01 0.55 -2.31 -5.14 0.82 5.81
MSCI EM Latin America PR USD PR 12-02-16 -2.09 22.87 -10.27 -8.32 16.76 -11.18 -9.66
MSCI EM PR LCL PR 12-02-16 -0.48 6.24 -1.96 -2.94 3.91 -0.19 2.28
MSCI EM PR USD PR 12-02-16 -0.32 7.42 -4.17 -5.17 3.81 -5.58 -2.35
MSCI Europe NR USD TR 12-02-16 -0.32 -5.57 -1.60 -6.82 -7.77 -3.93 4.78
MSCI Europe PR LCL PR 12-02-16 -1.13 -2.59 0.31 -2.76 -6.26 0.97 6.12
MSCI Hong Kong PR USD PR 12-02-16 -1.26 3.33 -3.80 -3.59 1.65 0.45 6.15
MSCI Japan NR USD TR 12-05-16 -1.96 0.90 -1.33 -1.17 1.53 3.00 7.47
MSCI Japan PR LCL PR 12-05-16 -0.10 -5.73 9.57 8.52 -7.41 5.14 13.94
MSCI North America NR USD TR 12-02-16 -0.90 9.23 4.54 0.78 7.10 7.59 12.68
MSCI Pacific Ex Japan NR USD TR 12-02-16 -0.57 8.56 0.61 0.46 8.20 -0.62 4.41
MSCI Pacific Ex Japan PR LCL PR 12-02-16 -0.79 2.92 2.13 0.84 2.80 -0.08 4.53
MSCI Pacific NR USD TR 12-02-16 -0.03 4.29 -0.84 0.87 3.56 1.69 6.65
MSCI Pacific PR LCL PR 12-02-16 0.37 -2.38 6.34 6.58 -4.77 2.77 10.27
MSCI World ex USA NR USD TR 12-02-16 -0.09 -0.37 -0.84 -3.66 -2.51 -1.89 5.04
MSCI World Ex USA PR LCL PR 12-02-16 -0.57 -1.13 2.57 0.74 -4.37 1.84 7.18
Nikkei 225 Average PR JPY PR 12-05-16 -0.45 -3.99 8.10 7.26 -6.30 6.39 16.01
S&P BSE SENSEX India INR PR 12-05-16 0.00 0.89 -3.39 -7.65 2.77 7.93 9.41
S&P/ASX All Ordinaries PR PR 12-05-16 -1.35 2.12 3.70 -1.20 4.93 1.65 4.50
S&P/TSX Composite PR PR 12-02-16 -0.15 15.70 3.14 1.74 11.80 3.90 4.51
SIX SMI PR CHF PR 12-05-16 0.29 -11.03 3.33 -5.59 -10.87 -0.75 6.45
SIX SMI TR CHF PR 12-05-16 0.29 -7.78 3.33 -5.51 -7.62 2.50 9.96
SSE Composite PR CNY PR 12-05-16 -2.21 -9.45 2.54 4.32 -9.09 12.56 6.55
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 12-02-16 -0.63 8.86 3.14 -0.33 6.55 4.46 9.96
Con Tgt Risk TR USD TR 12-02-16 -0.05 4.12 -1.29 -2.17 3.52 2.24 3.43
Mod Agg Tgt Risk TR USD TR 12-02-16 -0.51 8.09 2.21 -0.72 6.11 4.09 8.74
Mod Con Tgt Risk TR USD TR 12-02-16 -0.21 5.58 -0.10 -1.63 4.58 3.17 5.47
Mod Tgt Risk TR USD TR 12-02-16 -0.36 6.97 1.12 -1.14 5.46 3.74 7.18
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 12-02-16 -0.16 5.75 0.76 -1.00 4.48 3.36 6.08
Lifetime Agg 2005 TR USD TR 12-02-16 -0.19 6.01 0.81 -1.15 4.64 3.58 6.58
Lifetime Agg 2010 TR USD TR 12-02-16 -0.23 6.31 0.95 -1.27 4.82 3.80 7.18
Lifetime Agg 2015 TR USD TR 12-02-16 -0.28 6.67 1.21 -1.30 5.03 4.04 7.89
Lifetime Agg 2020 TR USD TR 12-02-16 -0.35 7.13 1.65 -1.18 5.30 4.27 8.70
Lifetime Agg 2025 TR USD TR 12-02-16 -0.41 7.65 2.25 -0.92 5.62 4.45 9.44
Lifetime Agg 2030 TR USD TR 12-02-16 -0.47 8.15 2.83 -0.61 5.93 4.52 9.91
Lifetime Agg 2035 TR USD TR 12-02-16 -0.50 8.48 3.20 -0.40 6.15 4.47 10.04
Lifetime Agg 2040 TR USD TR 12-02-16 -0.50 8.61 3.31 -0.35 6.22 4.35 9.95
Lifetime Agg 2045 TR USD TR 12-02-16 -0.50 8.62 3.26 -0.40 6.19 4.20 9.80
Lifetime Agg 2050 TR USD TR 12-02-16 -0.49 8.60 3.19 -0.47 6.15 4.04 9.63
Lifetime Agg 2055 TR USD TR 12-02-16 -0.48 8.57 3.11 -0.55 6.10 3.88 9.47
Lifetime Agg Incm TR USD TR 12-02-16 -0.16 5.77 0.76 -1.00 4.51 3.32 5.91
Lifetime Con 2000 TR USD TR 12-02-16 -0.01 4.47 -0.73 -1.55 3.67 2.26 3.34
Lifetime Con 2005 TR USD TR 12-02-16 -0.03 4.67 -0.86 -1.84 3.80 2.49 3.72
Lifetime Con 2010 TR USD TR 12-02-16 -0.06 4.88 -0.93 -2.14 3.92 2.74 4.21
Lifetime Con 2015 TR USD TR 12-02-16 -0.10 5.16 -0.89 -2.37 4.09 3.00 4.77
Lifetime Con 2020 TR USD TR 12-02-16 -0.14 5.48 -0.76 -2.51 4.29 3.26 5.39
Lifetime Con 2025 TR USD TR 12-02-16 -0.19 5.84 -0.53 -2.56 4.50 3.51 6.13
Lifetime Con 2030 TR USD TR 12-02-16 -0.26 6.30 -0.07 -2.43 4.77 3.76 7.04
Lifetime Con 2035 TR USD TR 12-02-16 -0.33 6.88 0.61 -2.11 5.12 3.98 7.92
Lifetime Con 2040 TR USD TR 12-02-16 -0.40 7.48 1.34 -1.70 5.49 4.09 8.56
Lifetime Con 2045 TR USD TR 12-02-16 -0.44 7.90 1.83 -1.41 5.77 4.08 8.79
Lifetime Con 2050 TR USD TR 12-02-16 -0.46 8.13 2.04 -1.30 5.92 3.99 8.81
Lifetime Con 2055 TR USD TR 12-02-16 -0.47 8.22 2.06 -1.33 5.96 3.88 8.72
Lifetime Con Incm TR USD TR 12-02-16 -0.01 4.48 -0.73 -1.55 3.68 2.21 3.22
Lifetime Mod 2000 TR USD TR 12-02-16 -0.07 5.04 0.04 -1.29 3.99 2.80 4.75
Lifetime Mod 2005 TR USD TR 12-02-16 -0.09 5.26 0.00 -1.50 4.14 3.02 5.17
Lifetime Mod 2010 TR USD TR 12-02-16 -0.12 5.51 0.02 -1.71 4.28 3.25 5.70
Lifetime Mod 2015 TR USD TR 12-02-16 -0.17 5.82 0.16 -1.84 4.46 3.49 6.31
Lifetime Mod 2020 TR USD TR 12-02-16 -0.22 6.19 0.43 -1.86 4.68 3.74 7.08
Lifetime Mod 2025 TR USD TR 12-02-16 -0.28 6.68 0.92 -1.71 4.96 4.00 7.98
Lifetime Mod 2030 TR USD TR 12-02-16 -0.36 7.26 1.60 -1.39 5.32 4.19 8.81
Lifetime Mod 2035 TR USD TR 12-02-16 -0.42 7.82 2.27 -1.02 5.68 4.28 9.35
Lifetime Mod 2040 TR USD TR 12-02-16 -0.46 8.19 2.71 -0.77 5.92 4.25 9.54
Lifetime Mod 2045 TR USD TR 12-02-16 -0.47 8.36 2.85 -0.70 6.02 4.14 9.48
Lifetime Mod 2050 TR USD TR 12-02-16 -0.47 8.39 2.83 -0.74 6.01 4.01 9.36
Lifetime Mod 2055 TR USD TR 12-02-16 -0.46 8.39 2.77 -0.81 5.99 3.86 9.21
Lifetime Mod Incm TR USD TR 12-02-16 -0.07 5.05 0.04 -1.29 4.01 2.76 4.61
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 12-02-16 -0.47 -3.93 -1.56 -3.27 -4.00 -4.14 -4.19
Lng/Shrt Cmdty TR TR 12-02-16 0.14 -8.57 -1.09 -3.38 -8.33 -3.95 -4.25
Lng-Only Cmdty TR TR 12-02-16 4.29 11.34 4.30 5.13 6.11 -14.50 -9.53
Shrt/Flt Cmdty TR TR 12-02-16 0.57 -4.54 0.37 -0.02 -4.22 0.27 -0.13
Shrt-Only Cmdty TR TR 12-02-16 -4.33 -17.16 -4.75 -7.07 -12.32 11.20 5.59
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