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 06-20-18 -0.03 5.14 2.52 2.90 16.54 11.54 14.06
Style
US Core TR 06-20-18 -0.67 0.42 0.74 0.74 10.05 10.09 13.15
US Growth TR 06-20-18 1.21 15.57 5.88 7.05 29.29 14.75 17.68
US Large Cap TR 06-20-18 -0.32 4.74 2.20 2.32 16.24 12.02 14.19
US Large Core TR 06-20-18 -1.03 -0.46 0.15 -0.15 8.81 10.67 13.20
US Large Growth TR 06-20-18 0.77 15.22 5.10 5.97 29.12 15.57 18.52
US Large Val TR 06-20-18 -1.14 -1.80 0.11 -0.67 9.42 9.21 10.44
US Mid Cap TR 06-20-18 0.42 5.29 2.93 3.26 16.29 10.18 13.80
US Mid Core TR 06-20-18 0.15 1.32 2.11 1.42 12.01 8.36 13.12
US Mid Growth TR 06-20-18 0.91 12.47 5.18 5.55 25.04 11.09 14.59
US Mid Val TR 06-20-18 0.20 2.08 1.34 2.73 11.71 10.97 13.59
US Small Cap TR 06-20-18 1.65 8.93 4.66 8.12 20.48 10.45 13.33
US Small Core TR 06-20-18 1.32 6.61 3.83 7.20 17.05 9.67 12.97
US Small Growth TR 06-20-18 2.54 16.50 6.07 9.50 30.02 12.50 15.10
US Small Val TR 06-20-18 1.04 3.88 4.00 7.58 14.60 8.97 11.78
US Value TR 06-20-18 -0.72 -0.61 0.63 0.58 10.30 9.59 11.20
Sector
US Cyclcl Sup Sec TR 06-20-18 -0.02 6.02 2.78 2.56 19.47 12.51 14.41
US Basic Materials TR 06-20-18 -2.34 -1.56 -1.48 1.71 11.65 8.69 10.71
US Consumr Cyclcl TR 06-20-18 1.38 15.48 7.60 8.31 28.99 14.63 16.49
US Financial Services TR 06-20-18 -1.09 1.99 -0.73 -2.52 18.24 13.19 14.81
US Real Estate TR 06-20-18 1.94 0.28 6.64 8.13 1.84 5.97 9.05
US Dfnsve Sup Sec TR 06-20-18 0.94 0.38 3.39 1.54 5.00 6.18 12.53
US Consumr Dfnsve TR 06-20-18 0.61 -8.01 3.74 -1.82 -4.25 4.99 9.15
US Healthcare TR 06-20-18 0.60 5.75 3.18 2.97 12.14 5.94 15.21
US Utilities TR 06-20-18 3.39 -1.98 3.54 3.16 -1.98 9.99 10.88
US Snstve Sup Sec TR 06-20-18 -0.56 7.14 1.83 3.94 21.31 14.10 14.69
US Commun Svc Capped TR 06-20-18 1.88 -6.90 3.43 -2.34 -5.97 4.56 8.63
US Energy Capped TR 06-20-18 -0.81 6.24 -3.25 13.91 21.25 2.01 1.69
US Industrials TR 06-20-18 -2.29 -0.29 -0.94 -1.55 11.42 11.62 13.98
US Technology TR 06-20-18 0.07 14.38 4.64 5.53 32.12 21.21 21.60
Moat
Morningstar Wide Moat Focus TR 06-20-18 0.15 4.55 4.23 4.22 14.89 14.75 14.73
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 06-20-18 -2.11 0.85 -0.04 0.28 17.51 13.83 13.54
NASDAQ Composite PR PR 06-20-18 1.12 12.72 5.81 5.67 25.75 15.00 18.26
NYSE Composite PR --- 06-20-18 -1.07 -1.25 -0.54 -0.12 7.75 4.64 7.05
Russell 2000 TR TR 06-20-18 1.85 11.78 5.05 9.03 23.22 11.48 13.72
S&P 500 TR TR 06-20-18 -0.25 4.46 2.17 2.35 15.79 11.76 14.09
S&P MidCap 400 TR 06-20-18 0.57 6.09 3.17 4.75 16.50 10.89 13.66
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 06-20-18 0.17 -2.12 0.69 0.15 -1.39 1.55 2.26
US Inter Core Bd TR Bond TR 06-20-18 0.27 -1.56 0.74 0.31 -1.18 1.36 2.24
US Lng Core Bd TR Bond TR 06-20-18 0.09 -5.00 1.06 -0.31 -3.03 2.90 3.97
US Shrt Core Bd TR Bond TR 06-20-18 0.08 -0.34 0.27 0.30 -0.21 0.74 0.94
Corporate
US Corp Bd TR Bond TR 06-20-18 -0.07 -3.48 0.27 -0.52 -1.53 2.67 3.38
US Inter Corp Bd TR Bond TR 06-20-18 0.09 -2.22 0.37 -0.03 -1.31 2.11 2.94
US Lng Corp Bd TR Bond TR 06-20-18 -0.24 -6.07 0.26 -1.40 -2.82 3.81 4.67
US Shrt Corp Bd TR Bond TR 06-20-18 0.07 -0.38 0.22 0.43 0.27 1.47 1.76
Government
US Gov Bd TR Bond TR 06-20-18 0.23 -1.64 0.88 0.43 -1.75 0.79 1.36
US Inter Gov Bd TR Bond TR 06-20-18 0.22 -1.59 0.71 0.20 -2.23 0.57 1.21
US Lng Gov Bd TR Bond TR 06-20-18 0.47 -3.78 1.99 0.95 -3.39 1.83 3.35
US Shrt Gov Bd TR Bond TR 06-20-18 0.09 -0.32 0.29 0.24 -0.44 0.38 0.61
Other
Mortgage TR Bond TR 06-20-18 0.32 -1.41 0.83 0.42 -0.75 1.49 2.47
US TIPS TR TR 06-20-18 0.25 -0.73 0.87 1.07 1.13 1.62 1.63
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 06-20-18 0.24 -2.01 0.74 0.17 -1.30 1.49 2.17
BBgBarc US Government TR TR 06-20-18 0.30 -1.54 0.92 0.43 -1.68 0.79 1.36
BBgBarc US MBS TR TR 06-20-18 0.33 -1.35 0.81 0.42 -0.71 1.24 2.16
ICE BofAML US High Yield TR TR 06-20-18 0.14 0.67 0.93 1.50 3.23 5.53 5.56
USTREAS T-Bill Auction Ave 3 --- 05-31-18 --- 0.72 0.16 0.46 1.39 0.69 0.43
USTREAS T-Bill Cnst Mat Rate 10 TR 05-31-18 --- -2.60 1.28 1.05 -2.94 0.05 1.04
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 06-20-18 0.18 -0.39 0.79 1.07 0.86 2.83 3.38
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 06-20-18 -2.48 -5.33 -6.06 -8.70 2.06 -1.81 -4.75
Euronext BEL 20 PR EUR PR 06-21-18 -2.69 -6.29 -4.54 -5.05 -3.68 1.27 8.22
Euronext Paris CAC 40 NR EUR TR 06-21-18 -3.79 2.00 -4.90 3.29 3.11 5.88 10.35
Euronext Paris CAC 40 PR EUR PR 06-21-18 -3.84 0.06 -5.70 1.46 0.79 3.35 7.76
FSE DAX PR EUR PR 06-20-18 -1.52 -4.48 -3.16 0.57 -3.72 1.82 6.88
FSE DAX TR EUR TR 06-20-18 -1.52 -1.72 -2.93 3.15 -0.93 4.77 9.87
FTSE 100 PR GBP PR 06-21-18 -2.70 -1.71 -3.85 7.35 1.46 4.04 4.32
FTSE 100 TR GBP TR 06-21-18 -2.66 0.52 -3.52 8.76 5.61 8.24 8.34
FTSE 250 PR GBP PR 06-21-18 -2.79 0.01 -1.93 5.39 5.32 5.40 8.88
Hang Seng Hong Kong Composite PR HKD TR 06-21-18 -3.82 -1.79 -5.74 -6.69 16.17 3.16 7.72
Hang Seng HSI PR HKD PR 06-21-18 -3.56 -1.88 -6.01 -6.84 14.25 3.13 7.70
MSCI AC Far East Ex Japan PR USD PR 06-20-18 -3.99 -2.23 -3.41 -7.31 11.44 5.66 6.79
MSCI ACWI PR USD PR 06-20-18 -1.37 -0.09 -0.60 -0.92 9.93 5.85 7.79
MSCI EAFE NR USD TR 06-20-18 -2.37 -2.20 -3.47 -1.43 7.26 4.36 6.60
MSCI EAFE PR LCL PR 06-20-18 -1.26 -1.94 -2.76 2.08 2.25 2.18 6.54
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 06-20-18 -0.87 -1.45 -2.59 2.08 0.56 2.42 5.88
MSCI EM Latin America PR USD PR 06-20-18 -1.05 -12.79 -8.70 -18.10 -1.01 -1.26 -4.10
MSCI EM PR LCL PR 06-20-18 -2.80 -2.16 -2.80 -5.81 10.34 5.77 6.90
MSCI EM PR USD PR 06-20-18 -3.74 -5.63 -3.91 -9.64 8.39 3.91 3.77
MSCI Europe NR USD TR 06-20-18 -2.62 -3.06 -4.07 -1.93 5.40 3.29 6.07
MSCI Europe PR LCL PR 06-20-18 -1.12 -1.79 -2.93 2.29 -0.55 2.45 6.07
MSCI Hong Kong PR USD PR 06-20-18 -2.40 -2.14 -3.17 -3.87 7.74 3.08 7.11
MSCI Japan NR USD TR 06-21-18 -1.28 -0.22 -2.13 -0.48 11.91 6.98 8.05
MSCI Japan PR LCL PR 06-21-18 -1.52 -3.43 -3.21 2.09 8.32 1.26 8.75
MSCI North America NR USD TR 06-20-18 -0.26 4.07 2.07 2.46 15.20 10.48 12.81
MSCI Pacific Ex Japan NR USD TR 06-20-18 -1.48 -1.84 -2.10 -1.15 9.25 5.71 6.25
MSCI Pacific Ex Japan PR LCL PR 06-20-18 0.39 -0.09 -1.10 0.56 6.76 2.71 5.07
MSCI Pacific NR USD TR 06-20-18 -1.94 -0.80 -2.53 -0.69 10.82 6.55 7.63
MSCI Pacific PR LCL PR 06-20-18 -1.53 -2.34 -2.57 1.60 7.54 1.74 7.44
MSCI World ex USA NR USD TR 06-20-18 -2.29 -2.30 -3.32 -0.97 7.62 4.29 6.36
MSCI World Ex USA PR LCL PR 06-20-18 -1.07 -1.65 -2.41 2.36 2.83 2.32 6.55
Nikkei 225 Average PR JPY PR 06-21-18 -0.20 -0.32 -1.34 6.14 12.68 4.00 11.40
S&P BSE SENSEX India INR PR 06-21-18 -0.47 4.04 2.36 6.93 13.26 9.06 13.54
S&P/ASX All Ordinaries PR PR 06-21-18 3.32 2.68 2.30 4.62 11.04 4.24 6.04
S&P/TSX Composite PR PR 06-20-18 0.95 1.31 1.60 5.15 8.39 3.87 6.53
SIX SMI PR CHF PR 06-21-18 -2.66 -9.83 -5.37 -3.69 -5.85 -1.56 2.66
SIX SMI TR CHF PR 06-21-18 -2.66 -6.80 -5.35 -1.76 -2.59 1.86 6.06
SSE Composite PR CNY PR 06-21-18 -5.53 -13.04 -10.52 -12.35 -8.88 -13.73 6.76
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 06-20-18 -0.92 1.84 0.35 0.66 12.84 8.81 10.48
Con Tgt Risk TR USD TR 06-20-18 -0.07 -0.90 0.47 0.02 1.99 3.03 3.22
Mod Agg Tgt Risk TR USD TR 06-20-18 -0.78 1.04 0.31 0.38 10.33 7.62 9.02
Mod Con Tgt Risk TR USD TR 06-20-18 -0.29 -0.21 0.48 0.27 4.75 4.76 5.36
Mod Tgt Risk TR USD TR 06-20-18 -0.54 0.36 0.40 0.32 7.41 6.18 7.19
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 06-20-18 -0.30 0.95 0.56 0.80 6.64 4.90 5.95
Lifetime Agg 2005 TR USD TR 06-20-18 -0.32 0.88 0.59 0.81 6.89 5.17 6.36
Lifetime Agg 2010 TR USD TR 06-20-18 -0.36 0.80 0.62 0.82 7.37 5.56 6.90
Lifetime Agg 2015 TR USD TR 06-20-18 -0.43 0.83 0.62 0.84 8.08 6.03 7.56
Lifetime Agg 2020 TR USD TR 06-20-18 -0.52 0.99 0.59 0.88 9.08 6.61 8.36
Lifetime Agg 2025 TR USD TR 06-20-18 -0.64 1.28 0.53 0.93 10.37 7.27 9.22
Lifetime Agg 2030 TR USD TR 06-20-18 -0.76 1.61 0.45 0.97 11.68 7.90 9.91
Lifetime Agg 2035 TR USD TR 06-20-18 -0.86 1.82 0.36 0.98 12.60 8.30 10.28
Lifetime Agg 2040 TR USD TR 06-20-18 -0.93 1.87 0.28 0.95 12.98 8.44 10.34
Lifetime Agg 2045 TR USD TR 06-20-18 -0.97 1.80 0.21 0.89 13.00 8.41 10.27
Lifetime Agg 2050 TR USD TR 06-20-18 -1.00 1.71 0.14 0.81 12.94 8.35 10.17
Lifetime Agg 2055 TR USD TR 06-20-18 -1.03 1.61 0.08 0.73 12.87 8.28 10.06
Lifetime Agg Incm TR USD TR 06-20-18 -0.30 0.95 0.56 0.80 6.64 4.91 5.89
Lifetime Con 2000 TR USD TR 06-20-18 -0.10 0.16 0.44 0.47 3.42 3.04 3.40
Lifetime Con 2005 TR USD TR 06-20-18 -0.10 -0.02 0.50 0.47 3.41 3.22 3.66
Lifetime Con 2010 TR USD TR 06-20-18 -0.11 -0.27 0.58 0.45 3.52 3.49 4.04
Lifetime Con 2015 TR USD TR 06-20-18 -0.14 -0.42 0.63 0.45 3.85 3.85 4.53
Lifetime Con 2020 TR USD TR 06-20-18 -0.19 -0.47 0.65 0.44 4.34 4.28 5.09
Lifetime Con 2025 TR USD TR 06-20-18 -0.26 -0.43 0.65 0.44 5.01 4.75 5.76
Lifetime Con 2030 TR USD TR 06-20-18 -0.35 -0.23 0.62 0.46 6.02 5.35 6.61
Lifetime Con 2035 TR USD TR 06-20-18 -0.48 0.16 0.55 0.52 7.47 6.10 7.59
Lifetime Con 2040 TR USD TR 06-20-18 -0.62 0.61 0.46 0.59 9.05 6.86 8.47
Lifetime Con 2045 TR USD TR 06-20-18 -0.73 0.96 0.37 0.64 10.29 7.42 8.99
Lifetime Con 2050 TR USD TR 06-20-18 -0.80 1.07 0.31 0.62 10.85 7.66 9.18
Lifetime Con 2055 TR USD TR 06-20-18 -0.85 1.07 0.25 0.58 11.07 7.75 9.21
Lifetime Con Incm TR USD TR 06-20-18 -0.10 0.16 0.44 0.47 3.42 3.04 3.37
Lifetime Mod 2000 TR USD TR 06-20-18 -0.20 0.56 0.52 0.66 5.05 3.93 4.68
Lifetime Mod 2005 TR USD TR 06-20-18 -0.20 0.43 0.57 0.67 5.16 4.15 5.00
Lifetime Mod 2010 TR USD TR 06-20-18 -0.23 0.26 0.62 0.67 5.44 4.46 5.44
Lifetime Mod 2015 TR USD TR 06-20-18 -0.28 0.20 0.64 0.67 5.92 4.86 5.99
Lifetime Mod 2020 TR USD TR 06-20-18 -0.35 0.24 0.64 0.69 6.63 5.34 6.68
Lifetime Mod 2025 TR USD TR 06-20-18 -0.45 0.44 0.61 0.72 7.72 5.97 7.56
Lifetime Mod 2030 TR USD TR 06-20-18 -0.58 0.81 0.54 0.78 9.18 6.72 8.52
Lifetime Mod 2035 TR USD TR 06-20-18 -0.71 1.22 0.45 0.85 10.67 7.42 9.31
Lifetime Mod 2040 TR USD TR 06-20-18 -0.82 1.49 0.36 0.87 11.74 7.90 9.75
Lifetime Mod 2045 TR USD TR 06-20-18 -0.89 1.58 0.28 0.85 12.22 8.09 9.87
Lifetime Mod 2050 TR USD TR 06-20-18 -0.93 1.52 0.22 0.79 12.29 8.09 9.83
Lifetime Mod 2055 TR USD TR 06-20-18 -0.96 1.45 0.16 0.73 12.29 8.06 9.75
Lifetime Mod Incm TR USD TR 06-20-18 -0.20 0.56 0.52 0.66 5.05 3.93 4.64
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 06-20-18 -2.20 2.30 -3.87 2.65 10.05 -1.16 -1.69
Lng/Shrt Cmdty TR TR 06-20-18 -1.32 2.96 -3.18 3.66 9.43 -2.68 -1.25
Lng-Only Cmdty TR TR 06-20-18 -2.97 1.89 -4.40 2.16 18.38 -4.02 -7.92
Shrt/Flt Cmdty TR TR 06-20-18 0.93 0.99 0.67 0.90 -6.76 -1.82 0.31
Shrt-Only Cmdty TR TR 06-20-18 2.95 -1.14 4.12 -1.53 -14.55 1.17 5.58
top arrow

Content Partners