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 05-21-15 0.59 4.79 1.56 1.57 15.35 20.12 17.05
Style
Large Cap TR 05-21-15 0.46 4.31 1.81 1.47 15.04 19.59 16.75
Large Core TR 05-21-15 0.15 2.14 2.11 1.20 15.43 21.38 17.43
Large Growth TR 05-21-15 0.75 7.91 1.21 1.44 20.78 20.35 18.59
Large Value TR 05-21-15 0.46 2.73 2.17 1.80 8.82 17.10 14.29
Mid Cap TR 05-21-15 0.97 6.52 1.16 1.88 16.75 22.01 18.16
Mid Core TR 05-21-15 1.08 6.58 2.08 1.87 18.35 22.18 19.56
Mid Growth TR 05-21-15 0.77 8.90 0.00 2.56 20.18 20.46 17.81
Mid Value TR 05-21-15 1.06 4.02 1.40 1.20 11.59 23.45 17.03
Small Cap TR 05-21-15 0.84 4.89 0.14 1.73 14.43 20.03 16.58
Small Core TR 05-21-15 1.00 5.71 1.61 2.85 14.63 20.32 15.98
Small Growth TR 05-21-15 0.91 7.37 -0.71 1.96 17.82 19.61 17.79
Small Value TR 05-21-15 0.59 1.75 -0.52 0.38 11.07 20.12 15.98
US Core TR 05-21-15 0.41 3.28 2.07 1.45 15.98 21.47 17.79
US Growth TR 05-21-15 0.76 8.06 0.85 1.69 20.46 20.32 18.43
US Value TR 05-21-15 0.60 2.92 1.81 1.56 9.54 18.59 14.97
Sector
Cyclical TR 05-21-15 0.48 3.92 2.28 1.72 16.52 22.06 15.99
— Basic Materials TR 05-21-15 -0.21 4.82 2.42 -0.69 5.68 15.33 12.36
— Consumer Cyclical TR 05-21-15 1.17 6.87 1.50 2.17 20.72 23.32 21.33
— Financial Services TR 05-21-15 0.25 2.35 4.06 3.45 16.93 25.11 13.73
— Real Estate TR 05-21-15 -0.20 0.14 -2.09 -3.95 12.91 12.70 14.49
Defensive TR 05-21-15 1.04 6.36 0.73 2.60 23.92 23.16 19.71
— Consumer Defensive TR 05-21-15 -0.17 2.41 0.04 0.34 15.97 17.36 16.60
— Healthcare TR 05-21-15 1.59 11.36 1.24 4.85 32.60 30.72 24.52
— Utilities TR 05-21-15 1.88 -4.51 0.26 -1.63 10.77 12.69 13.99
Sensitive TR 05-21-15 0.38 4.49 1.52 0.78 9.50 17.05 15.60
— Communication Services TR 05-21-15 1.82 7.28 1.61 2.56 10.25 20.12 19.15
— Energy TR 05-21-15 0.22 2.31 -0.75 0.68 -13.28 9.20 11.34
— Industrials TR 05-21-15 0.03 2.99 1.20 -0.27 11.16 20.97 16.97
— Technology TR 05-21-15 0.41 5.96 2.57 1.18 21.80 18.48 16.68
Moat
Morningstar Wide Moat Focus TR 05-21-15 0.85 2.90 1.94 2.72 9.61 19.98 16.82
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 05-21-15 0.30 3.63 2.23 1.40 13.24 16.35 15.31
NASDAQ Composite PR PR 05-21-15 0.79 7.49 1.53 2.72 23.22 21.37 17.96
NYSE Composite PR --- 05-21-15 0.29 3.69 1.25 1.18 5.83 14.22 10.65
Russell 2000 TR TR 05-21-15 0.96 4.80 -0.48 2.38 15.38 19.63 15.66
S&P 500 TR TR 05-21-15 0.52 4.34 1.83 1.48 15.18 19.96 16.84
S&P MidCap 400 TR 05-21-15 0.74 6.80 1.04 2.09 15.76 20.35 17.22
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 05-21-15 0.16 0.75 -1.11 0.15 3.30 2.38 3.87
Intermediate Core Bond TR 05-21-15 0.10 1.38 -0.44 0.83 3.59 2.61 3.87
Long-Term Core Bond TR 05-21-15 0.53 -1.21 -4.01 -1.88 5.36 3.51 6.84
Short-Term Core Bond TR 05-21-15 -0.03 0.83 -0.04 0.51 1.06 1.17 1.60
Corporate
Corp Bond TR 05-21-15 0.12 0.69 -2.06 -0.41 2.81 4.29 5.61
Intermediate Corp Bond TR 05-21-15 0.04 2.14 -0.61 1.06 3.01 4.56 5.58
Long-Term Corp Bond TR 05-21-15 0.26 -0.85 -4.19 -2.01 3.38 5.21 7.37
Short-Term Corp Bond TR 05-21-15 -0.04 1.35 -0.01 0.74 1.45 2.66 3.02
Government
Intermediate US Govt Bond TR 05-21-15 0.12 1.28 -0.61 0.76 2.64 1.18 3.25
Long-Term US Govt Bond TR 05-21-15 0.84 -0.87 -3.85 -1.80 8.27 2.12 6.36
Short-Term US Govt Bond TR 05-21-15 -0.03 0.64 -0.05 0.43 0.90 0.71 1.16
US Govt Bond TR 05-21-15 0.22 0.42 -1.12 0.01 2.88 1.14 3.04
Other
Mortgage Bond TR 05-21-15 0.10 1.27 -0.33 0.80 4.05 2.80 3.74
TIPS TR 05-21-15 0.36 -0.02 -1.71 -0.18 -0.71 -0.83 3.53
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 05-21-15 0.17 0.60 -1.23 0.12 3.03 2.23 3.72
Barclays US Government TR TR 05-21-15 0.20 0.46 -1.23 0.13 2.84 1.16 2.98
Barclays US MBS TR TR 05-21-15 0.09 0.85 -0.47 0.59 3.45 2.19 3.20
BofAML US HY Master II TR TR 05-21-15 0.10 3.89 0.07 1.56 2.00 8.06 9.04
USTREAS T-Bill Auction Ave 3 --- 04-30-15 --- 0.00 0.00 0.00 0.02 0.05 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-15 --- 1.65 -0.82 -2.86 7.92 1.81 5.23
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 05-21-15 -0.20 -0.25 -1.31 -0.83 3.00 2.95 4.44
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 05-21-15 -1.06 -0.15 -2.14 0.01 -14.11 0.82 5.76
Euronext BEL 20 PR EUR PR 05-21-15 2.23 14.51 -1.73 3.79 20.64 21.57 9.50
Euronext Paris CAC 40 NR EUR TR 05-21-15 2.54 21.95 0.09 7.85 17.70 22.35 11.44
Euronext Paris CAC 40 PR EUR PR 05-21-15 2.33 20.45 -0.88 6.54 15.16 19.35 8.45
FSE DAX PR EUR PR 05-21-15 2.50 18.59 -2.02 5.56 19.54 19.75 11.80
FSE DAX TR EUR TR 05-21-15 2.64 21.00 -0.63 7.37 22.34 23.29 15.27
FTSE 100 PR GBP PR 05-21-15 0.58 6.81 -0.70 1.42 2.82 9.76 6.73
FTSE 100 TR GBP TR 05-21-15 0.66 8.71 -0.16 2.77 6.52 13.83 10.61
FTSE 250 PR GBP PR 05-21-15 1.26 12.86 2.50 6.03 16.35 20.27 13.96
Hang Seng Hong Kong Composite PR HKD TR 05-22-15 0.16 20.28 -0.13 16.09 25.26 14.48 7.80
Hang Seng HSI PR HKD PR 05-22-15 0.55 18.52 0.15 12.66 21.88 13.69 7.44
MSCI AC Far East Ex Japan PR USD PR 05-21-15 0.20 11.06 -1.55 7.70 10.24 9.67 7.55
MSCI ACWI PR USD PR 05-21-15 0.34 6.13 1.35 2.68 6.57 13.68 10.05
MSCI EAFE NR USD TR 05-21-15 0.41 11.35 2.56 5.70 3.73 15.75 10.67
MSCI EAFE PR LCL PR 05-21-15 2.00 12.90 -0.31 5.03 17.06 18.68 8.94
MSCI EASEA PR LCL PR 05-21-15 1.57 11.80 -1.02 3.71 11.10 15.57 8.07
MSCI EM Latin America PR USD PR 05-21-15 -2.74 -2.70 1.19 1.01 -19.93 -8.32 -5.46
MSCI EM PR LCL PR 05-21-15 -0.09 8.93 -1.42 4.58 10.14 8.41 5.83
MSCI EM PR USD PR 05-21-15 -0.30 7.99 -0.91 4.90 0.10 4.18 3.10
MSCI Europe NR USD TR 05-21-15 0.23 10.79 3.75 5.53 -0.67 16.51 11.55
MSCI Europe PR LCL PR 05-21-15 1.82 12.85 -0.76 4.41 11.84 16.36 8.52
MSCI Hong Kong PR USD PR 05-21-15 2.00 14.61 1.25 8.81 16.39 14.91 10.96
MSCI Japan NR USD TR 05-21-15 1.89 16.46 0.90 8.33 21.76 16.35 8.62
MSCI Japan PR LCL PR 05-21-15 3.53 16.81 2.19 9.71 43.04 31.56 13.09
MSCI North America NR USD TR 05-21-15 0.52 4.18 1.57 1.56 13.37 18.41 15.33
MSCI Pacific Ex Japan NR USD TR 05-21-15 -1.44 5.61 -0.57 1.68 -0.23 10.97 10.44
MSCI Pacific Ex Japan PR LCL PR 05-21-15 0.08 6.35 -2.39 -0.37 6.63 11.79 6.26
MSCI Pacific NR USD TR 05-21-15 0.73 12.48 0.39 5.95 13.18 14.39 9.28
MSCI Pacific PR LCL PR 05-21-15 2.32 13.04 0.58 6.06 28.24 23.41 10.20
MSCI World ex USA NR USD TR 05-21-15 0.30 10.20 2.27 5.48 3.03 14.90 10.08
MSCI World Ex USA PR LCL PR 05-21-15 1.94 12.07 -0.39 4.60 15.90 17.91 8.58
Nikkei 225 Average PR JPY PR 05-22-15 2.69 16.12 0.65 10.54 41.34 32.41 15.67
S&P BSE SENSEX India INR PR 05-22-15 2.32 1.67 0.24 -4.36 14.70 20.38 11.20
S&P/ASX All Ordinaries PR PR 05-22-15 -1.08 5.19 -2.49 -3.04 3.85 10.74 5.55
S&P/TSX Composite PR PR 05-21-15 1.17 3.90 -0.93 0.21 3.78 10.46 5.70
Shanghai SE Composite PR CNY PR 05-21-15 3.45 40.03 5.49 39.50 123.68 24.48 11.88
SIX SMI CHF PR 05-21-15 3.48 4.25 0.71 5.32 8.20 17.22 8.43
SIX SMI TR CHF PR 05-21-15 3.48 7.28 1.36 8.35 11.49 20.78 12.11
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 05-21-15 0.40 6.19 1.52 2.98 8.69 16.17 13.50
Conservative Target Risk TR 05-21-15 -0.01 1.04 -0.23 0.44 1.48 3.85 5.01
Moderate Target Risk TR 05-21-15 0.21 3.59 0.68 1.67 5.45 10.51 9.73
Moderately Aggr Target Risk TR 05-21-15 0.30 5.11 1.20 2.46 7.26 13.72 11.83
Moderately Cons Target Risk TR 05-21-15 0.11 2.32 0.22 1.06 3.70 7.31 7.46
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 05-21-15 0.24 2.88 0.45 1.29 4.65 8.54 8.91
Lifetime Aggressive 2005 TR 05-21-15 0.25 3.06 0.45 1.34 5.10 9.38 9.57
Lifetime Aggressive 2010 TR 05-21-15 0.27 3.35 0.51 1.45 5.69 10.44 10.36
Lifetime Aggressive 2015 TR 05-21-15 0.30 3.77 0.64 1.64 6.41 11.77 11.27
Lifetime Aggressive 2020 TR 05-21-15 0.33 4.35 0.85 1.92 7.28 13.36 12.25
Lifetime Aggressive 2025 TR 05-21-15 0.37 5.04 1.13 2.27 8.14 14.90 13.12
Lifetime Aggressive 2030 TR 05-21-15 0.40 5.64 1.37 2.60 8.74 15.97 13.66
Lifetime Aggressive 2035 TR 05-21-15 0.41 6.01 1.50 2.82 8.93 16.38 13.83
Lifetime Aggressive 2040 TR 05-21-15 0.40 6.18 1.53 2.93 8.83 16.38 13.76
Lifetime Aggressive 2045 TR 05-21-15 0.40 6.26 1.52 3.00 8.65 16.26 13.64
Lifetime Aggressive 2050 TR 05-21-15 0.39 6.33 1.50 3.06 8.44 16.12 13.50
Lifetime Aggressive 2055 TR 05-21-15 0.38 6.40 1.48 3.13 8.23 15.97 13.36
Lifetime Aggressive Income TR 05-21-15 0.24 2.86 0.46 1.29 4.56 8.29 8.62
Lifetime Conservative 2000 TR 05-21-15 0.12 1.48 -0.18 0.70 1.67 3.88 5.65
Lifetime Conservative 2005 TR 05-21-15 0.12 1.47 -0.29 0.63 1.96 4.38 6.15
Lifetime Conservative 2010 TR 05-21-15 0.13 1.56 -0.34 0.62 2.40 5.13 6.78
Lifetime Conservative 2015 TR 05-21-15 0.15 1.74 -0.35 0.66 2.93 6.03 7.50
Lifetime Conservative 2020 TR 05-21-15 0.17 2.00 -0.30 0.75 3.52 7.07 8.28
Lifetime Conservative 2025 TR 05-21-15 0.20 2.40 -0.18 0.93 4.24 8.42 9.22
Lifetime Conservative 2030 TR 05-21-15 0.23 3.03 0.06 1.23 5.17 10.15 10.33
Lifetime Conservative 2035 TR 05-21-15 0.28 3.82 0.40 1.65 6.18 11.96 11.38
Lifetime Conservative 2040 TR 05-21-15 0.31 4.57 0.72 2.06 6.97 13.33 12.13
Lifetime Conservative 2045 TR 05-21-15 0.33 5.05 0.90 2.33 7.31 13.94 12.43
Lifetime Conservative 2050 TR 05-21-15 0.33 5.27 0.96 2.47 7.31 14.12 12.49
Lifetime Conservative 2055 TR 05-21-15 0.33 5.39 0.97 2.54 7.19 14.09 12.42
Lifetime Conservative Income TR 05-21-15 0.12 1.49 -0.15 0.71 1.62 3.75 5.42
Lifetime Moderate 2000 TR 05-21-15 0.18 2.21 0.15 1.01 3.22 6.30 7.35
Lifetime Moderate 2005 TR 05-21-15 0.19 2.29 0.10 1.00 3.58 6.95 7.91
Lifetime Moderate 2010 TR 05-21-15 0.20 2.47 0.09 1.05 4.06 7.80 8.59
Lifetime Moderate 2015 TR 05-21-15 0.23 2.75 0.15 1.15 4.66 8.87 9.39
Lifetime Moderate 2020 TR 05-21-15 0.25 3.19 0.28 1.34 5.41 10.28 10.36
Lifetime Moderate 2025 TR 05-21-15 0.29 3.83 0.53 1.66 6.38 12.04 11.45
Lifetime Moderate 2030 TR 05-21-15 0.33 4.61 0.85 2.06 7.35 13.77 12.43
Lifetime Moderate 2035 TR 05-21-15 0.36 5.29 1.14 2.43 8.04 14.97 13.06
Lifetime Moderate 2040 TR 05-21-15 0.38 5.71 1.29 2.68 8.30 15.50 13.29
Lifetime Moderate 2045 TR 05-21-15 0.38 5.90 1.33 2.80 8.24 15.55 13.27
Lifetime Moderate 2050 TR 05-21-15 0.37 6.00 1.33 2.87 8.08 15.48 13.18
Lifetime Moderate 2055 TR 05-21-15 0.36 6.07 1.31 2.93 7.89 15.35 13.05
Lifetime Moderate Income TR 05-21-15 0.18 2.21 0.17 1.02 3.16 6.12 7.10
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 05-21-15 -0.08 -0.06 0.11 0.31 -7.43 -4.13 1.81
Long/Short Commodity TR 05-21-15 0.65 2.71 0.13 1.96 -1.44 -3.27 1.70
Long-Only Commodity TR 05-21-15 -1.03 1.59 3.88 1.87 -28.72 -7.94 -0.02
Short/Flat Commodity TR 05-21-15 0.72 2.78 0.02 1.65 6.40 0.68 -0.25
Short-Only Commodity TR 05-21-15 1.17 -4.05 -3.82 -2.49 34.96 4.97 -2.87
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