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 02-20-18 2.13 1.69 -3.19 5.36 17.22 10.67 14.54
Style
US Core TR 02-20-18 1.70 -0.02 -4.13 3.55 14.67 10.22 14.53
US Growth TR 02-20-18 3.09 5.64 -0.97 8.17 27.66 11.92 16.43
US Large Cap TR 02-20-18 2.07 2.19 -3.02 5.99 18.98 11.36 14.93
US Large Core TR 02-20-18 1.71 0.26 -4.07 3.81 16.10 11.07 15.11
US Large Growth TR 02-20-18 3.03 6.59 -0.61 9.43 30.31 12.94 17.49
US Large Val TR 02-20-18 1.40 -0.34 -4.48 4.72 10.96 10.03 12.15
US Mid Cap TR 02-20-18 2.30 0.84 -3.34 4.24 13.98 9.09 13.97
US Mid Core TR 02-20-18 1.74 -0.43 -4.05 3.17 12.55 8.13 13.50
US Mid Growth TR 02-20-18 3.15 3.42 -1.87 5.28 21.31 8.97 13.58
US Mid Val TR 02-20-18 1.96 -0.51 -4.14 4.33 8.14 10.10 14.79
US Small Cap TR 02-20-18 2.32 -1.12 -4.61 2.05 9.01 8.06 12.10
US Small Core TR 02-20-18 1.48 -1.68 -4.97 2.38 7.74 8.16 12.13
US Small Growth TR 02-20-18 3.58 2.08 -2.18 3.37 18.80 9.49 13.34
US Small Val TR 02-20-18 1.90 -3.67 -6.63 0.52 0.91 6.39 10.75
US Value TR 02-20-18 1.55 -0.61 -4.56 4.37 9.71 9.81 12.62
Sector
US Cyclcl Sup Sec TR 02-20-18 2.05 2.86 -2.12 7.78 18.84 12.19 15.35
US Basic Materials TR 02-20-18 1.66 -0.64 -4.76 3.54 14.81 8.36 10.89
US Consumr Cyclcl TR 02-20-18 1.91 5.62 -0.99 11.09 24.26 12.20 16.51
US Financial Services TR 02-20-18 2.65 4.12 -1.87 10.05 21.44 15.81 17.68
US Real Estate TR 02-20-18 -0.15 -9.14 -4.94 -9.14 -5.14 0.67 5.74
US Dfnsve Sup Sec TR 02-20-18 1.15 -0.63 -4.39 1.84 10.92 6.79 13.67
US Consumr Dfnsve TR 02-20-18 -0.27 -4.13 -6.24 0.70 3.56 6.33 11.04
US Healthcare TR 02-20-18 2.04 2.63 -3.98 5.35 17.29 7.04 16.62
US Utilities TR 02-20-18 0.65 -6.19 -1.33 -10.07 3.52 6.59 10.00
US Snstve Sup Sec TR 02-20-18 2.76 2.04 -3.41 5.39 19.66 11.82 14.44
US Commun Svc Capped TR 02-20-18 1.88 -2.29 -2.07 3.71 -1.69 7.41 10.95
US Energy Capped TR 02-20-18 0.71 -6.34 -11.36 1.34 -3.37 -3.55 -0.50
US Industrials TR 02-20-18 1.86 0.64 -4.25 7.38 16.97 11.25 15.33
US Technology TR 02-20-18 4.10 5.90 -0.80 5.40 32.32 18.05 20.77
Moat
Morningstar Wide Moat Focus TR 02-20-18 1.54 1.68 -3.88 7.53 16.52 13.75 15.31
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 02-20-18 1.42 1.34 -4.00 7.18 23.91 14.04 15.17
NASDAQ Composite PR PR 02-20-18 3.15 4.79 -1.39 6.53 23.91 13.44 17.98
NYSE Composite PR --- 02-20-18 1.50 -0.36 -4.64 3.59 10.88 4.74 7.52
Russell 2000 TR TR 02-20-18 2.37 -0.25 -4.16 2.09 10.74 9.01 12.39
S&P 500 TR TR 02-20-18 2.07 1.87 -3.17 5.69 17.84 11.07 14.80
S&P MidCap 400 TR 02-20-18 2.47 -0.50 -4.48 2.60 10.56 9.31 13.06
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 02-20-18 -0.23 -2.25 -1.26 -1.88 0.80 1.44 1.91
US Inter Core Bd TR Bond TR 02-20-18 -0.25 -1.90 -1.06 -1.75 0.27 1.43 1.90
US Lng Core Bd TR Bond TR 02-20-18 -0.23 -4.60 -2.65 -3.49 2.49 2.04 3.22
US Shrt Core Bd TR Bond TR 02-20-18 -0.19 -0.61 -0.30 -0.59 0.16 0.81 0.86
Corporate
US Corp Bd TR Bond TR 02-20-18 -0.11 -2.50 -1.51 -1.62 2.88 2.62 3.06
US Inter Corp Bd TR Bond TR 02-20-18 -0.30 -1.72 -0.96 -1.42 1.75 2.46 2.69
US Lng Corp Bd TR Bond TR 02-20-18 0.04 -4.05 -2.50 -2.43 4.70 3.40 4.16
US Shrt Corp Bd TR Bond TR 02-20-18 -0.19 -0.64 -0.40 -0.51 1.04 1.59 1.67
Government
US Gov Bd TR Bond TR 02-20-18 -0.34 -2.27 -1.14 -2.20 -0.37 0.51 0.99
US Inter Gov Bd TR Bond TR 02-20-18 -0.39 -1.89 -0.84 -2.05 -0.86 0.66 0.83
US Lng Gov Bd TR Bond TR 02-20-18 -0.55 -5.29 -2.83 -4.77 -0.14 0.44 2.32
US Shrt Gov Bd TR Bond TR 02-20-18 -0.19 -0.59 -0.25 -0.63 -0.27 0.44 0.52
Other
Mortgage TR Bond TR 02-20-18 -0.18 -1.95 -1.17 -1.71 0.36 1.48 2.12
US TIPS TR TR 02-20-18 -0.04 -2.08 -1.32 -1.37 0.04 1.26 0.04
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 02-20-18 -0.19 -2.20 -1.28 -1.82 0.82 1.32 1.79
BBgBarc US Government TR TR 02-20-18 -0.30 -2.22 -1.19 -2.12 -0.34 0.53 0.98
BBgBarc US MBS TR TR 02-20-18 -0.16 -1.91 -1.11 -1.64 0.33 1.14 1.73
ICE BofAML US High Yield TR TR 02-20-18 0.87 -0.33 -0.94 0.36 4.88 5.47 5.41
USTREAS T-Bill Auction Ave 3 --- 01-31-18 --- 0.12 0.12 0.34 1.05 0.49 0.31
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-18 --- -2.56 -2.56 -2.34 -0.06 -1.05 0.91
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 02-20-18 -0.13 -1.49 -1.13 -1.16 3.13 2.26 2.63
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 02-20-18 2.48 5.69 0.92 12.62 24.41 -0.80 -1.06
Euronext BEL 20 PR EUR PR 02-21-18 1.49 -0.69 -5.02 -0.51 8.87 2.91 9.50
Euronext Paris CAC 40 NR EUR TR 02-21-18 2.65 -0.17 -4.05 -1.02 10.87 5.60 10.47
Euronext Paris CAC 40 PR EUR PR 02-21-18 2.65 -0.20 -4.06 -1.19 8.46 3.15 7.90
FSE DAX PR EUR PR 02-20-18 2.39 -3.61 -7.32 -4.65 2.86 1.36 6.99
FSE DAX TR EUR TR 02-21-18 1.06 -3.46 -7.18 -5.29 4.20 4.11 10.46
FTSE 100 PR GBP PR 02-21-18 0.94 -5.28 -5.81 -1.75 0.09 1.74 2.97
FTSE 100 TR GBP TR 02-21-18 1.27 -4.91 -5.49 -1.16 4.05 5.74 6.88
FTSE 250 PR GBP PR 02-21-18 1.75 -4.52 -4.19 -0.78 5.42 4.94 7.86
Hang Seng Hong Kong Composite PR HKD TR 02-21-18 3.02 4.84 -2.80 5.43 32.69 8.64 6.48
Hang Seng HSI PR HKD PR 02-21-18 2.88 4.93 -2.67 5.29 31.01 8.13 6.51
MSCI AC Far East Ex Japan PR USD PR 02-20-18 2.73 2.27 -3.79 2.90 29.70 7.99 5.19
MSCI ACWI PR USD PR 02-20-18 2.24 1.32 -3.61 4.53 16.95 6.43 7.86
MSCI EAFE NR USD TR 02-20-18 2.62 0.86 -3.91 4.16 20.80 6.24 6.98
MSCI EAFE PR LCL PR 02-20-18 2.31 -2.49 -5.39 -0.94 6.90 2.28 6.34
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 02-20-18 2.26 -2.43 -4.90 -1.34 5.16 1.67 4.91
MSCI EM Latin America PR USD PR 02-20-18 5.07 10.16 1.38 12.73 17.37 5.84 -4.06
MSCI EM PR LCL PR 02-20-18 2.13 2.17 -3.08 2.46 22.37 7.29 5.68
MSCI EM PR USD PR 02-20-18 2.58 3.11 -3.09 5.14 26.60 6.66 2.26
MSCI Europe NR USD TR 02-20-18 2.60 0.48 -4.19 3.58 21.98 5.15 6.46
MSCI Europe PR LCL PR 02-20-18 2.34 -2.69 -5.43 -1.86 4.72 1.75 5.28
MSCI Hong Kong PR USD PR 02-20-18 2.57 -0.80 -4.11 1.89 20.15 6.01 5.58
MSCI Japan NR USD TR 02-21-18 2.33 1.77 -4.40 4.11 20.51 9.60 10.60
MSCI Japan PR LCL PR 02-21-18 3.08 -2.79 -7.02 -0.49 12.06 4.18 11.90
MSCI North America NR USD TR 02-20-18 2.03 1.49 -3.34 5.13 16.34 9.76 13.21
MSCI Pacific Ex Japan NR USD TR 02-20-18 2.37 -0.15 -2.57 4.46 15.11 6.11 3.82
MSCI Pacific Ex Japan PR LCL PR 02-20-18 1.84 -1.13 -2.11 0.99 8.28 1.75 3.36
MSCI Pacific NR USD TR 02-20-18 2.67 1.54 -3.42 5.07 19.24 8.54 8.04
MSCI Pacific PR LCL PR 02-20-18 2.25 -2.17 -5.36 0.52 11.30 3.34 8.35
MSCI World ex USA NR USD TR 02-20-18 2.52 0.34 -4.17 3.65 19.18 5.92 6.53
MSCI World Ex USA PR LCL PR 02-20-18 2.24 -2.69 -5.43 -1.18 6.07 2.11 6.13
Nikkei 225 Average PR JPY PR 02-21-18 3.86 -3.49 -7.72 -1.99 13.36 6.22 14.20
S&P BSE SENSEX India INR PR 02-21-18 -0.91 -0.62 -4.69 1.09 17.67 5.01 11.86
S&P/ASX All Ordinaries PR PR 02-21-18 1.81 -1.95 -1.18 0.05 3.63 1.14 3.88
S&P/TSX Composite PR PR 02-20-18 1.47 -4.75 -5.59 -3.53 -2.52 0.58 3.96
SIX SMI PR CHF PR 02-21-18 1.01 -4.19 -5.48 -3.60 4.92 0.36 3.67
SIX SMI TR CHF PR 02-21-18 1.01 -4.19 -5.48 -3.60 8.38 3.70 7.03
SSE Composite PR CNY PR 02-14-18 -3.33 -3.27 -6.70 -6.72 -0.58 -0.05 5.63
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 02-20-18 2.14 1.00 -3.40 4.40 17.03 8.98 10.62
Con Tgt Risk TR USD TR 02-20-18 0.34 -0.96 -1.47 0.01 4.43 2.99 3.08
Mod Agg Tgt Risk TR USD TR 02-20-18 1.76 0.52 -3.08 3.45 14.38 7.81 9.17
Mod Con Tgt Risk TR USD TR 02-20-18 0.81 -0.56 -2.09 1.07 7.56 4.75 5.32
Mod Tgt Risk TR USD TR 02-20-18 1.29 -0.06 -2.59 2.20 10.73 6.24 7.24
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 02-20-18 0.99 -0.07 -1.93 1.72 7.96 4.76 5.75
Lifetime Agg 2005 TR USD TR 02-20-18 1.04 -0.15 -2.07 1.75 8.47 5.01 6.20
Lifetime Agg 2010 TR USD TR 02-20-18 1.14 -0.23 -2.30 1.87 9.29 5.39 6.79
Lifetime Agg 2015 TR USD TR 02-20-18 1.28 -0.22 -2.54 2.10 10.33 5.87 7.53
Lifetime Agg 2020 TR USD TR 02-20-18 1.46 -0.09 -2.78 2.49 11.66 6.48 8.41
Lifetime Agg 2025 TR USD TR 02-20-18 1.69 0.15 -3.02 3.01 13.23 7.20 9.32
Lifetime Agg 2030 TR USD TR 02-20-18 1.91 0.44 -3.23 3.56 14.76 7.88 10.04
Lifetime Agg 2035 TR USD TR 02-20-18 2.08 0.64 -3.38 3.95 15.82 8.33 10.39
Lifetime Agg 2040 TR USD TR 02-20-18 2.15 0.72 -3.44 4.11 16.31 8.50 10.43
Lifetime Agg 2045 TR USD TR 02-20-18 2.16 0.72 -3.47 4.11 16.44 8.50 10.33
Lifetime Agg 2050 TR USD TR 02-20-18 2.17 0.71 -3.48 4.09 16.51 8.47 10.20
Lifetime Agg 2055 TR USD TR 02-20-18 2.17 0.68 -3.49 4.06 16.56 8.43 10.06
Lifetime Agg Incm TR USD TR 02-20-18 0.99 -0.07 -1.93 1.72 7.96 4.78 5.68
Lifetime Con 2000 TR USD TR 02-20-18 0.44 -0.50 -1.19 0.49 4.37 2.93 2.93
Lifetime Con 2005 TR USD TR 02-20-18 0.44 -0.68 -1.33 0.40 4.63 3.05 3.22
Lifetime Con 2010 TR USD TR 02-20-18 0.48 -0.91 -1.56 0.33 5.12 3.28 3.65
Lifetime Con 2015 TR USD TR 02-20-18 0.56 -1.05 -1.79 0.38 5.84 3.63 4.19
Lifetime Con 2020 TR USD TR 02-20-18 0.67 -1.09 -2.01 0.53 6.71 4.04 4.81
Lifetime Con 2025 TR USD TR 02-20-18 0.80 -1.05 -2.22 0.78 7.74 4.53 5.56
Lifetime Con 2030 TR USD TR 02-20-18 0.99 -0.86 -2.44 1.21 9.10 5.17 6.50
Lifetime Con 2035 TR USD TR 02-20-18 1.25 -0.52 -2.69 1.84 10.84 5.98 7.56
Lifetime Con 2040 TR USD TR 02-20-18 1.53 -0.15 -2.93 2.53 12.64 6.81 8.47
Lifetime Con 2045 TR USD TR 02-20-18 1.74 0.14 -3.12 3.06 14.02 7.41 8.98
Lifetime Con 2050 TR USD TR 02-20-18 1.84 0.26 -3.21 3.29 14.70 7.68 9.14
Lifetime Con 2055 TR USD TR 02-20-18 1.88 0.29 -3.27 3.38 15.04 7.78 9.14
Lifetime Con Incm TR USD TR 02-20-18 0.44 -0.50 -1.19 0.49 4.37 2.94 2.89
Lifetime Mod 2000 TR USD TR 02-20-18 0.72 -0.32 -1.59 1.07 6.08 3.79 4.35
Lifetime Mod 2005 TR USD TR 02-20-18 0.75 -0.45 -1.72 1.04 6.45 3.97 4.70
Lifetime Mod 2010 TR USD TR 02-20-18 0.81 -0.61 -1.95 1.05 7.08 4.26 5.19
Lifetime Mod 2015 TR USD TR 02-20-18 0.91 -0.68 -2.17 1.18 7.91 4.66 5.80
Lifetime Mod 2020 TR USD TR 02-20-18 1.05 -0.64 -2.40 1.43 8.97 5.15 6.56
Lifetime Mod 2025 TR USD TR 02-20-18 1.25 -0.47 -2.64 1.86 10.38 5.82 7.53
Lifetime Mod 2030 TR USD TR 02-20-18 1.51 -0.17 -2.89 2.48 12.14 6.63 8.56
Lifetime Mod 2035 TR USD TR 02-20-18 1.77 0.18 -3.12 3.12 13.84 7.39 9.37
Lifetime Mod 2040 TR USD TR 02-20-18 1.95 0.42 -3.28 3.57 15.04 7.91 9.80
Lifetime Mod 2045 TR USD TR 02-20-18 2.04 0.53 -3.36 3.77 15.63 8.13 9.89
Lifetime Mod 2050 TR USD TR 02-20-18 2.06 0.53 -3.39 3.80 15.82 8.15 9.82
Lifetime Mod 2055 TR USD TR 02-20-18 2.07 0.52 -3.41 3.79 15.94 8.15 9.71
Lifetime Mod Incm TR USD TR 02-20-18 0.72 -0.32 -1.59 1.07 6.08 3.81 4.29
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 02-20-18 2.12 -0.57 -1.81 2.27 1.53 -2.00 -3.44
Lng/Shrt Cmdty TR TR 02-20-18 2.15 -1.08 -2.59 1.79 1.89 -2.99 -2.59
Lng-Only Cmdty TR TR 02-20-18 2.15 -0.46 -1.53 2.58 2.23 -5.27 -9.55
Shrt/Flt Cmdty TR TR 02-20-18 -0.07 -0.06 -0.29 0.28 -0.69 -1.26 0.70
Shrt-Only Cmdty TR TR 02-20-18 -1.94 0.36 1.45 -1.82 -1.68 1.94 7.17
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