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 04-24-15 1.68 4.09 1.28 4.27 15.00 18.25 14.24
Style
Large Cap TR 04-24-15 1.88 3.55 1.49 3.67 15.17 17.80 14.03
Large Core TR 04-24-15 2.00 1.09 1.25 1.36 15.11 19.35 14.84
Large Growth TR 04-24-15 2.61 8.00 0.88 6.82 22.48 19.25 15.72
Large Value TR 04-24-15 0.92 1.34 2.48 2.69 7.83 14.85 11.55
Mid Cap TR 04-24-15 1.18 5.78 1.01 5.87 15.40 19.80 15.15
Mid Core TR 04-24-15 1.15 4.91 0.42 5.16 17.02 19.88 16.31
Mid Growth TR 04-24-15 1.47 9.27 1.51 8.40 19.13 18.81 15.15
Mid Value TR 04-24-15 0.91 3.16 1.15 4.04 10.08 20.74 13.93
Small Cap TR 04-24-15 1.04 4.95 -0.10 6.03 11.78 18.29 13.53
Small Core TR 04-24-15 1.39 4.67 -0.31 5.72 11.11 18.05 12.76
Small Growth TR 04-24-15 0.96 7.90 0.33 7.94 14.72 18.30 14.91
Small Value TR 04-24-15 0.78 2.45 -0.30 4.53 9.68 18.53 12.95
US Core TR 04-24-15 1.78 2.11 0.97 2.42 15.23 19.37 15.01
US Growth TR 04-24-15 2.28 8.24 0.97 7.20 21.29 19.09 15.60
US Value TR 04-24-15 0.90 1.79 1.99 3.10 8.44 16.30 12.13
Sector
Cyclical TR 04-24-15 1.62 2.79 0.38 5.21 14.51 19.09 12.60
— Basic Materials TR 04-24-15 1.14 3.49 2.35 4.89 5.12 12.03 8.42
— Consumer Cyclical TR 04-24-15 3.00 7.33 1.09 9.33 19.96 22.05 18.25
— Financial Services TR 04-24-15 0.76 -0.98 0.22 4.56 11.67 19.98 9.90
— Real Estate TR 04-24-15 0.92 2.87 -2.89 -4.03 18.27 12.60 12.99
Defensive TR 04-24-15 1.17 5.82 0.80 2.40 24.34 22.57 17.82
— Consumer Defensive TR 04-24-15 0.26 2.09 0.94 0.10 17.06 16.93 15.26
— Healthcare TR 04-24-15 1.47 10.21 0.57 5.98 33.05 29.56 22.07
— Utilities TR 04-24-15 2.31 -3.04 1.61 -6.88 9.82 13.58 12.73
Sensitive TR 04-24-15 2.07 4.03 2.34 4.75 9.98 15.22 12.61
— Communication Services TR 04-24-15 2.80 7.41 3.87 6.76 14.53 19.85 17.18
— Energy TR 04-24-15 0.02 3.82 7.62 7.29 -11.45 7.51 8.05
— Industrials TR 04-24-15 0.95 1.74 0.06 2.72 9.90 18.47 13.81
— Technology TR 04-24-15 3.62 5.17 1.44 4.90 22.01 16.53 13.75
Moat
Morningstar Wide Moat Focus TR 04-24-15 0.46 1.98 4.03 6.72 8.25 17.79 13.90
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 04-24-15 1.45 2.13 0.49 2.88 12.12 14.42 12.90
NASDAQ Composite PR PR 04-24-15 3.25 7.52 1.95 7.02 22.75 19.80 15.01
NYSE Composite PR --- 04-24-15 1.22 3.26 1.57 3.75 5.83 11.90 7.76
Russell 2000 TR TR 04-24-15 1.26 5.59 0.43 6.96 12.23 18.27 12.81
S&P 500 TR TR 04-24-15 1.77 3.47 1.38 3.74 15.04 18.06 14.10
S&P MidCap 400 TR 04-24-15 1.20 6.05 0.30 5.75 14.18 18.32 14.19
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Bond Indexes
Broad Market
Core Bond TR 04-24-15 -0.19 1.92 0.15 0.39 5.53 2.99 4.54
Intermediate Core Bond TR 04-24-15 -0.02 1.90 0.41 0.82 5.37 2.90 4.38
Long-Term Core Bond TR 04-24-15 -0.83 2.82 -0.66 -0.71 11.22 5.69 8.57
Short-Term Core Bond TR 04-24-15 0.01 0.93 0.28 0.40 1.52 1.19 1.78
Corporate
Corp Bond TR 04-24-15 -0.29 2.78 0.30 0.80 6.07 5.06 6.26
Intermediate Corp Bond TR 04-24-15 0.04 2.91 0.78 1.43 5.13 4.76 5.89
Long-Term Corp Bond TR 04-24-15 -0.70 3.28 -0.11 0.31 9.15 6.86 8.62
Short-Term Corp Bond TR 04-24-15 0.04 1.45 0.47 0.85 2.02 2.61 3.11
Government
Intermediate US Govt Bond TR 04-24-15 -0.05 2.05 0.33 0.31 4.71 1.67 4.04
Long-Term US Govt Bond TR 04-24-15 -0.99 3.12 -1.27 -1.65 14.32 4.77 8.53
Short-Term US Govt Bond TR 04-24-15 0.00 0.75 0.21 0.23 1.33 0.75 1.38
US Govt Bond TR 04-24-15 -0.25 1.62 -0.10 -0.20 4.95 1.92 3.88
Other
Mortgage Bond TR 04-24-15 -0.02 1.65 0.37 0.90 5.65 3.02 4.18
TIPS TR 04-24-15 -0.46 1.90 0.04 0.12 2.30 0.32 4.27
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 04-24-15 -0.24 1.85 0.11 0.34 5.32 2.87 4.38
Barclays US Government TR TR 04-24-15 -0.33 1.68 -0.08 -0.11 4.92 1.95 3.79
Barclays US MBS TR TR 04-24-15 -0.06 1.32 0.27 0.73 5.13 2.43 3.64
BofAML US HY Master II TR TR 04-24-15 0.24 3.90 1.56 3.54 2.84 7.83 8.26
USTREAS T-Bill Auction Ave 3 --- 03-31-15 --- 0.00 0.00 0.00 0.02 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-15 --- 2.50 0.71 2.50 9.63 3.00 5.73
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 04-24-15 -0.20 0.92 -0.20 -0.44 5.33 3.63 4.91
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 04-24-15 1.87 3.57 4.55 3.69 -9.25 0.07 4.62
Euronext BEL 20 PR EUR PR 04-24-15 0.39 15.67 0.92 8.43 21.44 19.91 7.52
Euronext Paris CAC 40 NR EUR TR 04-24-15 1.25 22.05 2.34 12.35 18.84 21.09 8.69
Euronext Paris CAC 40 PR EUR PR 04-24-15 1.13 21.74 2.22 12.08 16.12 17.96 5.65
FSE DAX PR EUR PR 04-24-15 0.86 19.53 -2.08 10.06 20.24 17.68 9.89
FSE DAX TR EUR TR 04-24-15 1.05 20.45 -1.62 10.90 23.69 21.47 13.54
FTSE 100 PR GBP PR 04-24-15 1.09 7.69 0.73 3.48 5.49 7.39 4.32
FTSE 100 TR GBP TR 04-24-15 1.23 9.16 1.10 4.80 9.37 11.43 8.14
FTSE 250 PR GBP PR 04-24-15 0.89 10.22 0.85 7.72 10.87 16.30 10.83
Hang Seng Hong Kong Composite PR HKD TR 04-24-15 1.32 20.96 17.70 16.52 26.23 11.46 5.65
Hang Seng HSI PR HKD PR 04-24-15 1.47 18.88 14.99 12.92 24.37 10.71 5.72
MSCI AC Far East Ex Japan PR USD PR 04-24-15 1.63 14.72 10.40 10.68 14.70 7.72 5.67
MSCI ACWI PR USD PR 04-24-15 1.74 5.86 2.25 5.57 6.90 10.97 7.09
MSCI EAFE NR USD TR 04-24-15 2.03 9.84 2.08 9.03 2.90 12.04 7.15
MSCI EAFE PR LCL PR 04-24-15 1.25 13.45 1.18 10.38 17.88 16.04 6.56
MSCI EASEA PR LCL PR 04-24-15 1.00 12.99 0.94 9.04 12.88 13.56 5.79
MSCI EM Latin America PR USD PR 04-24-15 4.54 0.21 9.51 0.44 -16.15 -11.27 -8.20
MSCI EM PR LCL PR 04-24-15 1.42 11.99 7.38 8.60 15.03 6.89 4.31
MSCI EM PR USD PR 04-24-15 1.71 10.90 8.41 7.02 5.58 1.60 0.70
MSCI Europe NR USD TR 04-24-15 2.16 7.92 1.47 7.25 -2.18 12.38 7.20
MSCI Europe PR LCL PR 04-24-15 1.09 13.55 0.59 9.26 13.56 14.24 6.14
MSCI Hong Kong PR USD PR 04-24-15 0.66 14.43 11.24 9.69 15.49 11.81 8.76
MSCI Japan NR USD TR 04-24-15 2.16 16.73 3.46 14.98 21.67 13.31 7.42
MSCI Japan PR LCL PR 04-24-15 2.10 15.08 2.00 15.34 39.34 26.41 10.39
MSCI North America NR USD TR 04-24-15 1.66 3.56 1.60 4.14 13.52 16.39 12.62
MSCI Pacific Ex Japan NR USD TR 04-24-15 1.22 8.10 2.72 7.97 1.10 8.36 6.83
MSCI Pacific Ex Japan PR LCL PR 04-24-15 0.65 9.98 2.69 7.69 8.63 10.48 4.51
MSCI Pacific NR USD TR 04-24-15 1.83 13.56 3.20 12.43 13.60 11.48 7.23
MSCI Pacific PR LCL PR 04-24-15 1.59 13.26 2.25 12.54 26.86 19.81 7.83
MSCI World ex USA NR USD TR 04-24-15 1.92 9.03 2.36 8.88 2.62 11.28 6.71
MSCI World Ex USA PR LCL PR 04-24-15 1.18 12.74 1.27 9.87 16.90 15.36 6.36
Nikkei 225 Average PR JPY PR 04-24-15 1.87 14.72 1.56 14.32 38.98 28.35 12.90
S&P BSE SENSEX India INR PR 04-24-15 -3.53 -0.22 -2.57 -6.29 19.94 16.83 9.17
S&P/ASX All Ordinaries PR PR 04-24-15 0.94 9.62 -0.47 8.02 7.09 10.03 3.75
S&P/TSX Composite PR PR 04-24-15 0.31 5.30 2.17 4.26 5.87 8.75 4.71
Shanghai SE Composite PR CNY PR 04-24-15 2.48 35.83 19.02 31.09 113.59 22.52 8.05
SIX SMI CHF PR 04-24-15 0.61 3.55 0.10 13.98 10.62 14.95 6.57
SIX SMI TR CHF PR 04-24-15 1.38 6.01 1.23 16.69 13.97 18.45 10.01
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
Aggressive Target Risk TR 04-24-15 1.44 5.57 2.19 5.67 8.42 13.87 10.74
Conservative Target Risk TR 04-24-15 0.22 1.59 0.57 1.11 2.61 3.75 4.86
Moderate Target Risk TR 04-24-15 0.85 3.55 1.37 3.38 5.89 9.31 8.25
Moderately Aggr Target Risk TR 04-24-15 1.20 4.70 1.87 4.71 7.27 11.87 9.64
Moderately Cons Target Risk TR 04-24-15 0.54 2.57 0.95 2.24 4.48 6.67 6.65
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Target-Date Indexes
Lifetime Aggressive 2000 TR 04-24-15 0.63 2.96 1.02 2.67 5.30 7.70 7.69
Lifetime Aggressive 2005 TR 04-24-15 0.68 3.17 1.08 2.87 5.78 8.43 8.17
Lifetime Aggressive 2010 TR 04-24-15 0.77 3.44 1.17 3.15 6.32 9.32 8.71
Lifetime Aggressive 2015 TR 04-24-15 0.88 3.79 1.30 3.55 6.93 10.42 9.30
Lifetime Aggressive 2020 TR 04-24-15 1.04 4.22 1.48 4.08 7.60 11.71 9.94
Lifetime Aggressive 2025 TR 04-24-15 1.21 4.71 1.70 4.69 8.20 12.96 10.52
Lifetime Aggressive 2030 TR 04-24-15 1.36 5.13 1.90 5.22 8.56 13.80 10.89
Lifetime Aggressive 2035 TR 04-24-15 1.44 5.41 2.04 5.55 8.63 14.11 10.99
Lifetime Aggressive 2040 TR 04-24-15 1.46 5.56 2.12 5.69 8.52 14.06 10.91
Lifetime Aggressive 2045 TR 04-24-15 1.47 5.66 2.19 5.77 8.37 13.92 10.78
Lifetime Aggressive 2050 TR 04-24-15 1.46 5.76 2.25 5.84 8.20 13.76 10.63
Lifetime Aggressive 2055 TR 04-24-15 1.46 5.86 2.31 5.90 8.04 13.59 10.48
Lifetime Aggressive Income TR 04-24-15 0.63 2.92 1.02 2.65 5.19 7.50 7.51
Lifetime Conservative 2000 TR 04-24-15 0.19 2.00 0.65 1.42 2.89 3.78 5.36
Lifetime Conservative 2005 TR 04-24-15 0.19 2.11 0.64 1.45 3.32 4.27 5.81
Lifetime Conservative 2010 TR 04-24-15 0.23 2.28 0.67 1.57 3.85 4.96 6.34
Lifetime Conservative 2015 TR 04-24-15 0.29 2.50 0.73 1.77 4.42 5.77 6.90
Lifetime Conservative 2020 TR 04-24-15 0.36 2.76 0.81 2.04 5.00 6.66 7.45
Lifetime Conservative 2025 TR 04-24-15 0.48 3.09 0.94 2.41 5.62 7.77 8.05
Lifetime Conservative 2030 TR 04-24-15 0.65 3.56 1.14 2.98 6.34 9.17 8.75
Lifetime Conservative 2035 TR 04-24-15 0.86 4.11 1.39 3.68 7.02 10.61 9.44
Lifetime Conservative 2040 TR 04-24-15 1.04 4.62 1.64 4.33 7.50 11.71 9.95
Lifetime Conservative 2045 TR 04-24-15 1.16 4.96 1.82 4.75 7.67 12.16 10.15
Lifetime Conservative 2050 TR 04-24-15 1.20 5.15 1.92 4.95 7.64 12.27 10.17
Lifetime Conservative 2055 TR 04-24-15 1.21 5.27 2.00 5.06 7.53 12.21 10.07
Lifetime Conservative Income TR 04-24-15 0.19 1.98 0.65 1.42 2.81 3.65 5.15
Lifetime Moderate 2000 TR 04-24-15 0.42 2.50 0.84 2.08 4.15 5.83 6.59
Lifetime Moderate 2005 TR 04-24-15 0.45 2.66 0.87 2.18 4.59 6.42 7.04
Lifetime Moderate 2010 TR 04-24-15 0.50 2.87 0.92 2.38 5.11 7.17 7.55
Lifetime Moderate 2015 TR 04-24-15 0.58 3.14 1.01 2.66 5.67 8.08 8.10
Lifetime Moderate 2020 TR 04-24-15 0.70 3.50 1.15 3.06 6.31 9.24 8.72
Lifetime Moderate 2025 TR 04-24-15 0.88 3.97 1.35 3.65 7.04 10.67 9.43
Lifetime Moderate 2030 TR 04-24-15 1.08 4.51 1.60 4.33 7.70 12.05 10.08
Lifetime Moderate 2035 TR 04-24-15 1.25 4.98 1.83 4.93 8.11 12.99 10.50
Lifetime Moderate 2040 TR 04-24-15 1.34 5.29 1.99 5.30 8.23 13.39 10.65
Lifetime Moderate 2045 TR 04-24-15 1.37 5.45 2.08 5.47 8.16 13.38 10.59
Lifetime Moderate 2050 TR 04-24-15 1.38 5.57 2.15 5.56 8.02 13.28 10.49
Lifetime Moderate 2055 TR 04-24-15 1.38 5.67 2.21 5.62 7.87 13.13 10.35
Lifetime Moderate Income TR 04-24-15 0.42 2.48 0.84 2.06 4.06 5.67 6.40
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Commodity Indexes
Long/Flat Commodity TR 04-24-15 0.08 -0.05 0.09 0.42 -8.13 -5.33 0.18
Long/Short Commodity TR 04-24-15 0.48 2.86 1.00 3.29 -1.68 -4.32 0.33
Long-Only Commodity TR 04-24-15 0.26 -0.78 4.20 4.98 -31.23 -9.70 -2.41
Short/Flat Commodity TR 04-24-15 0.40 2.93 0.92 2.86 6.78 0.86 0.01
Short-Only Commodity TR 04-24-15 0.04 -1.31 -4.04 -6.35 39.96 6.31 -0.72
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