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 11-15-18 -2.65 3.35 -0.66 -3.30 8.06 12.57 10.59
Style
US Core TR 11-15-18 -2.34 0.51 -1.03 -2.67 4.90 12.07 10.21
US Growth TR 11-15-18 -3.55 8.43 -1.98 -6.12 12.09 13.42 12.41
US Large Cap TR 11-15-18 -2.77 4.55 -0.71 -2.52 9.13 13.06 11.20
US Large Core TR 11-15-18 -2.45 1.25 -1.60 -1.94 5.27 12.75 10.71
US Large Growth TR 11-15-18 -3.32 10.36 -0.91 -4.33 13.97 14.12 13.65
US Large Val TR 11-15-18 -2.05 1.37 1.23 0.08 7.47 12.09 9.01
US Mid Cap TR 11-15-18 -2.05 0.63 -0.11 -4.49 5.54 11.45 9.42
US Mid Core TR 11-15-18 -1.73 -2.14 0.63 -4.24 2.91 9.90 9.18
US Mid Growth TR 11-15-18 -2.83 4.41 -2.24 -6.52 8.08 11.91 9.56
US Mid Val TR 11-15-18 -1.56 -0.43 1.43 -2.50 5.62 12.46 9.46
US Small Cap TR 11-15-18 -3.06 -1.27 -1.75 -7.99 4.32 10.66 7.55
US Small Core TR 11-15-18 -2.53 -2.82 0.05 -6.97 3.48 10.42 7.60
US Small Growth TR 11-15-18 -4.35 4.17 -3.38 -9.17 8.34 12.09 8.22
US Small Val TR 11-15-18 -2.18 -4.92 -1.77 -7.65 1.34 9.30 6.75
US Value TR 11-15-18 -1.96 0.62 1.07 -0.96 6.74 12.01 8.97
Sector
US Cyclcl Sup Sec TR 11-15-18 -2.69 1.85 0.73 -4.13 7.85 12.27 10.49
US Basic Materials TR 11-15-18 -2.08 -10.74 0.16 -7.49 -5.26 9.36 5.48
US Consumr Cyclcl TR 11-15-18 -3.67 8.27 -1.02 -4.72 15.83 12.91 11.17
US Financial Services TR 11-15-18 -2.32 -0.07 1.67 -3.29 6.25 13.61 11.57
US Real Estate TR 11-15-18 -1.04 1.23 3.84 -2.41 1.48 6.99 8.40
US Dfnsve Sup Sec TR 11-15-18 -2.11 7.41 2.02 1.81 10.67 10.69 11.06
US Consumr Dfnsve TR 11-15-18 -1.56 0.19 5.41 3.86 6.80 8.75 8.46
US Healthcare TR 11-15-18 -2.62 11.73 0.36 0.67 15.15 11.19 12.81
US Utilities TR 11-15-18 -0.96 6.36 1.99 2.00 0.84 12.99 10.66
US Snstve Sup Sec TR 11-15-18 -2.93 2.25 -3.33 -5.51 6.70 14.05 10.45
US Commun Svc Capped TR 11-15-18 -0.92 1.87 3.21 3.84 9.64 8.83 8.35
US Energy Capped TR 11-15-18 -3.33 -5.99 -9.35 -7.54 1.75 2.81 -3.30
US Industrials TR 11-15-18 -1.76 -2.08 -2.29 -3.68 5.60 12.33 9.64
US Technology TR 11-15-18 -3.73 7.36 -3.31 -7.29 8.24 19.38 16.93
Moat
Morningstar Wide Moat Focus TR 11-15-18 -1.18 7.59 1.20 0.43 14.73 17.43 12.27
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 11-15-18 -3.36 4.36 0.42 1.11 11.19 16.45 12.33
NASDAQ Composite PR PR 11-16-18 -2.14 5.00 -5.19 -7.15 6.70 13.29 12.70
NYSE Composite PR --- 11-16-18 -1.09 -3.19 -1.94 -3.43 0.79 6.38 4.00
Russell 2000 TR TR 11-15-18 -3.39 0.32 -1.76 -8.47 5.44 11.48 7.88
S&P 500 TR TR 11-15-18 -2.65 3.87 -0.55 -2.63 8.55 12.81 10.97
S&P MidCap 400 TR 11-15-18 -2.01 -0.66 -0.71 -5.73 4.12 11.61 8.96
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 11-16-18 0.45 -2.04 0.20 -0.90 -1.62 1.40 2.08
US Inter Core Bd TR Bond TR 11-16-18 0.69 -1.15 0.49 -0.42 -1.09 1.24 2.03
US Lng Core Bd TR Bond TR 11-16-18 0.20 -6.36 -0.55 -3.16 -4.84 2.27 3.69
US Shrt Core Bd TR Bond TR 11-16-18 0.27 0.47 0.35 0.31 0.42 0.95 0.95
Corporate
US Corp Bd TR Bond TR 11-16-18 -0.19 -3.54 -0.65 -1.64 -2.47 2.66 3.01
US Inter Corp Bd TR Bond TR 11-16-18 0.15 -1.44 -0.01 -0.52 -1.17 2.30 2.60
US Lng Corp Bd TR Bond TR 11-16-18 -0.59 -7.17 -1.53 -3.45 -5.15 3.52 4.13
US Shrt Corp Bd TR Bond TR 11-16-18 0.13 0.55 0.15 0.22 0.63 1.72 1.63
Government
US Gov Bd TR Bond TR 11-16-18 0.66 -1.57 0.60 -0.62 -1.43 0.64 1.35
US Inter Gov Bd TR Bond TR 11-16-18 0.76 -0.81 0.87 0.00 -1.05 0.63 1.20
US Lng Gov Bd TR Bond TR 11-16-18 1.07 -5.49 0.57 -2.86 -4.58 0.82 3.36
US Shrt Gov Bd TR Bond TR 11-16-18 0.34 0.43 0.44 0.36 0.32 0.58 0.65
Other
Mortgage TR Bond TR 11-16-18 0.79 -1.23 0.46 -0.56 -1.10 1.23 2.19
US TIPS TR TR 11-16-18 0.66 -1.75 -0.08 -1.68 -1.02 2.00 1.24
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 11-15-18 0.36 -2.23 -0.01 -1.17 -1.96 1.30 1.94
BBgBarc US Government TR TR 11-15-18 0.62 -1.76 0.35 -0.94 -1.84 0.56 1.28
BBgBarc US MBS TR TR 11-15-18 0.59 -1.45 0.27 -0.90 -1.34 0.96 1.86
ICE BofAML US High Yield TR TR 11-15-18 -1.56 -0.07 -1.71 -1.39 1.35 6.94 4.53
USTREAS T-Bill Auction Ave 3 --- 10-31-18 --- 1.61 0.19 0.55 1.84 0.98 0.60
USTREAS T-Bill Cnst Mat Rate 10 TR --- --- --- --- --- --- --- ---
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 11-15-18 0.36 -0.82 0.30 -1.01 -0.63 2.08 3.37
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 11-15-18 -2.05 -12.97 -2.49 -9.43 -7.27 1.42 -6.54
Euronext BEL 20 PR EUR PR 11-16-18 -0.74 -11.26 -0.96 -6.51 -11.57 -0.95 4.17
Euronext Paris CAC 40 NR EUR TR 11-15-18 -1.91 -3.24 -1.18 -4.96 -2.88 3.98 5.66
Euronext Paris CAC 40 PR EUR PR 11-15-18 -1.91 -5.25 -1.21 -5.12 -5.05 1.54 3.24
FSE DAX PR EUR PR 11-15-18 -1.51 -14.58 -2.24 -6.65 -14.96 -0.90 1.52
FSE DAX TR EUR TR 11-16-18 -1.63 -12.21 -3.70 -7.32 -13.08 1.92 4.34
FTSE 100 PR GBP PR 11-15-18 -1.44 -8.45 0.13 -6.13 -4.54 4.78 1.01
FTSE 100 TR GBP TR 11-15-18 -1.22 -4.80 0.49 -5.19 -0.34 9.08 4.97
FTSE 250 PR GBP PR 11-15-18 -3.09 -9.96 -0.75 -8.16 -5.24 3.62 4.13
Hang Seng Hong Kong Composite PR HKD TR 11-16-18 2.35 -14.71 3.64 -3.83 -12.29 5.12 1.96
Hang Seng HSI PR HKD PR 11-16-18 2.27 -12.49 2.83 -3.38 -9.77 5.96 2.60
MSCI AC Far East Ex Japan PR USD PR 11-15-18 -0.86 -15.40 1.45 -5.64 -13.51 6.05 1.70
MSCI ACWI PR USD PR 11-15-18 -2.54 -5.10 -1.15 -4.22 -1.21 6.88 4.01
MSCI EAFE NR USD TR 11-15-18 -2.60 -9.56 -2.06 -4.86 -5.89 4.66 1.97
MSCI EAFE PR LCL PR 11-15-18 -1.94 -8.06 -0.56 -5.06 -6.00 1.72 2.65
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 11-15-18 -1.77 -7.73 -0.08 -5.65 -6.12 2.06 1.99
MSCI EM Latin America PR USD PR 11-15-18 -2.26 -8.66 -4.39 2.52 -3.53 9.28 -4.93
MSCI EM PR LCL PR 11-15-18 -0.88 -10.55 0.93 -4.28 -8.79 6.24 3.01
MSCI EM PR USD PR 11-15-18 -1.28 -15.33 0.94 -4.16 -11.72 6.10 -0.49
MSCI Europe NR USD TR 11-15-18 -2.99 -10.56 -2.24 -4.69 -7.17 3.82 1.15
MSCI Europe PR LCL PR 11-15-18 -1.75 -7.89 -0.06 -5.26 -6.46 1.79 2.14
MSCI Hong Kong PR USD PR 11-15-18 1.25 -11.31 2.51 -5.41 -8.81 4.46 3.16
MSCI Japan NR USD TR 11-15-18 -1.97 -7.76 -3.21 -4.73 -3.83 5.17 4.37
MSCI Japan PR LCL PR 11-15-18 -2.45 -8.89 -1.97 -3.06 -5.47 0.48 5.04
MSCI North America NR USD TR 11-15-18 -2.65 2.46 -0.84 -3.24 6.94 11.72 9.52
MSCI Pacific Ex Japan NR USD TR 11-15-18 -1.84 -8.72 1.10 -6.37 -4.46 8.79 1.80
MSCI Pacific Ex Japan PR LCL PR 11-15-18 -1.86 -7.87 -0.40 -8.03 -5.63 4.02 1.18
MSCI Pacific NR USD TR 11-15-18 -1.93 -8.07 -1.82 -5.27 -4.03 6.35 3.47
MSCI Pacific PR LCL PR 11-15-18 -2.26 -8.58 -1.47 -4.75 -5.54 1.64 3.58
MSCI World ex USA NR USD TR 11-15-18 -2.55 -9.56 -2.12 -4.99 -5.87 4.91 1.80
MSCI World Ex USA PR LCL PR 11-15-18 -1.87 -7.92 -0.61 -5.18 -5.88 1.98 2.62
Nikkei 225 Average PR JPY PR 11-16-18 -2.56 -4.76 -3.85 -2.31 -3.00 3.79 7.41
S&P BSE SENSEX India INR PR 11-15-18 0.06 3.53 1.13 -6.85 7.63 11.25 11.57
S&P/ASX All Ordinaries PR PR 11-16-18 -3.13 -5.59 -2.59 -9.20 -3.33 4.76 1.53
S&P/TSX Composite PR PR 11-15-18 -1.38 -6.57 -1.72 -6.21 -4.62 5.02 2.35
SIX SMI PR CHF PR 11-16-18 -1.84 -5.06 1.28 -1.00 -2.62 0.68 1.36
SIX SMI TR CHF PR 11-16-18 -1.84 -1.77 1.28 -0.90 0.75 4.18 4.72
SSE Composite PR CNY PR 11-16-18 3.09 -18.99 5.21 -0.96 -21.19 -9.44 4.64
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 11-16-18 -0.97 -1.89 -1.88 -3.96 1.65 9.84 6.93
Con Tgt Risk TR USD TR 11-16-18 0.16 -1.35 -0.19 -1.15 -0.35 3.36 2.55
Mod Agg Tgt Risk TR USD TR 11-16-18 -0.71 -1.97 -1.48 -3.34 1.07 8.53 6.07
Mod Con Tgt Risk TR USD TR 11-16-18 -0.13 -1.37 -0.62 -1.86 0.32 5.20 3.95
Mod Tgt Risk TR USD TR 11-16-18 -0.41 -1.69 -1.03 -2.58 0.65 6.86 5.04
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 11-16-18 -0.28 -0.29 -0.91 -1.94 1.55 5.62 4.28
Lifetime Agg 2005 TR USD TR 11-16-18 -0.30 -0.49 -0.97 -2.08 1.49 5.91 4.55
Lifetime Agg 2010 TR USD TR 11-16-18 -0.35 -0.88 -1.09 -2.40 1.33 6.30 4.86
Lifetime Agg 2015 TR USD TR 11-16-18 -0.43 -1.17 -1.23 -2.71 1.27 6.80 5.25
Lifetime Agg 2020 TR USD TR 11-16-18 -0.54 -1.38 -1.41 -3.03 1.34 7.45 5.70
Lifetime Agg 2025 TR USD TR 11-16-18 -0.68 -1.50 -1.62 -3.36 1.51 8.22 6.19
Lifetime Agg 2030 TR USD TR 11-16-18 -0.83 -1.60 -1.82 -3.66 1.68 8.93 6.57
Lifetime Agg 2035 TR USD TR 11-16-18 -0.93 -1.73 -1.97 -3.88 1.73 9.38 6.76
Lifetime Agg 2040 TR USD TR 11-16-18 -0.97 -1.92 -2.04 -4.00 1.61 9.53 6.75
Lifetime Agg 2045 TR USD TR 11-16-18 -0.97 -2.13 -2.05 -4.05 1.42 9.51 6.65
Lifetime Agg 2050 TR USD TR 11-16-18 -0.96 -2.33 -2.04 -4.07 1.22 9.46 6.53
Lifetime Agg 2055 TR USD TR 11-16-18 -0.94 -2.53 -2.04 -4.10 1.01 9.40 6.41
Lifetime Agg Incm TR USD TR 11-16-18 -0.28 -0.29 -0.91 -1.94 1.55 5.62 4.25
Lifetime Con 2000 TR USD TR 11-16-18 0.10 -0.32 -0.39 -1.09 0.70 3.61 2.62
Lifetime Con 2005 TR USD TR 11-16-18 0.10 -0.60 -0.42 -1.22 0.52 3.77 2.82
Lifetime Con 2010 TR USD TR 11-16-18 0.08 -1.11 -0.50 -1.54 0.21 3.99 3.07
Lifetime Con 2015 TR USD TR 11-16-18 0.04 -1.52 -0.61 -1.85 0.02 4.33 3.38
Lifetime Con 2020 TR USD TR 11-16-18 -0.03 -1.84 -0.74 -2.15 -0.08 4.75 3.74
Lifetime Con 2025 TR USD TR 11-16-18 -0.12 -2.06 -0.87 -2.42 -0.08 5.26 4.14
Lifetime Con 2030 TR USD TR 11-16-18 -0.24 -2.16 -1.04 -2.70 0.07 5.95 4.63
Lifetime Con 2035 TR USD TR 11-16-18 -0.40 -2.16 -1.25 -2.99 0.39 6.84 5.20
Lifetime Con 2040 TR USD TR 11-16-18 -0.57 -2.16 -1.48 -3.32 0.70 7.72 5.70
Lifetime Con 2045 TR USD TR 11-16-18 -0.71 -2.23 -1.67 -3.59 0.88 8.34 5.99
Lifetime Con 2050 TR USD TR 11-16-18 -0.77 -2.39 -1.76 -3.75 0.83 8.61 6.07
Lifetime Con 2055 TR USD TR 11-16-18 -0.80 -2.57 -1.80 -3.85 0.71 8.71 6.04
Lifetime Con Incm TR USD TR 11-16-18 0.10 -0.32 -0.39 -1.09 0.70 3.61 2.59
Lifetime Mod 2000 TR USD TR 11-16-18 -0.09 -0.30 -0.65 -1.53 1.13 4.58 3.45
Lifetime Mod 2005 TR USD TR 11-16-18 -0.10 -0.54 -0.69 -1.66 1.01 4.80 3.67
Lifetime Mod 2010 TR USD TR 11-16-18 -0.13 -0.98 -0.79 -1.97 0.77 5.09 3.94
Lifetime Mod 2015 TR USD TR 11-16-18 -0.19 -1.33 -0.91 -2.27 0.64 5.49 4.27
Lifetime Mod 2020 TR USD TR 11-16-18 -0.28 -1.59 -1.06 -2.57 0.62 6.00 4.68
Lifetime Mod 2025 TR USD TR 11-16-18 -0.40 -1.74 -1.24 -2.88 0.75 6.72 5.18
Lifetime Mod 2030 TR USD TR 11-16-18 -0.56 -1.80 -1.46 -3.21 1.02 7.59 5.73
Lifetime Mod 2035 TR USD TR 11-16-18 -0.72 -1.83 -1.69 -3.52 1.28 8.41 6.18
Lifetime Mod 2040 TR USD TR 11-16-18 -0.84 -1.94 -1.86 -3.77 1.38 8.94 6.41
Lifetime Mod 2045 TR USD TR 11-16-18 -0.89 -2.11 -1.94 -3.90 1.30 9.14 6.44
Lifetime Mod 2050 TR USD TR 11-16-18 -0.90 -2.30 -1.96 -3.96 1.13 9.16 6.37
Lifetime Mod 2055 TR USD TR 11-16-18 -0.89 -2.49 -1.96 -4.00 0.95 9.14 6.27
Lifetime Mod Incm TR USD TR 11-16-18 -0.09 -0.30 -0.65 -1.53 1.13 4.59 3.42
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 11-16-18 -0.57 0.97 -5.75 -0.69 4.42 -0.86 -2.10
Lng/Shrt Cmdty TR TR 11-16-18 -1.04 2.68 -5.06 -1.75 6.32 -2.32 -1.70
Lng-Only Cmdty TR TR 11-16-18 0.16 0.15 -6.03 1.02 3.92 2.55 -8.05
Shrt/Flt Cmdty TR TR 11-16-18 -0.50 2.21 1.01 -1.42 2.42 -1.70 0.27
Shrt-Only Cmdty TR TR 11-16-18 -0.46 0.89 5.12 -1.53 -1.99 -4.04 5.97
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