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 04-17-14 1.66 1.37 -0.08 1.65 23.28 14.58 19.53
Style
Large Cap TR 04-17-14 1.78 1.35 0.46 1.78 22.02 14.80 18.38
Large Core TR 04-17-14 1.45 2.39 0.94 2.96 21.59 16.84 19.40
Large Growth TR 04-17-14 1.98 -0.56 -2.26 -0.32 23.92 15.31 19.29
Large Value TR 04-17-14 1.90 2.36 2.98 2.87 20.61 12.36 16.55
Mid Cap TR 04-17-14 1.41 2.11 -1.17 1.85 26.56 14.22 22.51
Mid Core TR 04-17-14 1.16 3.12 -0.76 2.21 24.72 14.83 23.06
Mid Growth TR 04-17-14 1.65 0.13 -3.56 -0.52 24.91 11.60 21.14
Mid Value TR 04-17-14 1.39 3.31 1.10 4.15 30.30 16.32 23.30
Small Cap TR 04-17-14 1.06 -0.44 -2.65 -0.34 27.04 13.16 22.42
Small Core TR 04-17-14 1.15 1.08 -2.02 1.94 27.15 12.20 21.69
Small Growth TR 04-17-14 1.18 -4.16 -5.34 -4.58 27.80 12.33 21.61
Small Value TR 04-17-14 0.85 1.72 -0.67 1.61 26.19 15.02 23.92
US Core TR 04-17-14 1.38 2.44 0.39 2.74 22.60 16.13 20.35
US Growth TR 04-17-14 1.86 -0.66 -2.72 -0.64 24.35 14.33 19.87
US Value TR 04-17-14 1.72 2.50 2.34 3.03 22.96 13.35 18.41
Sector
Cyclical TR 04-17-14 1.30 -0.85 -1.66 0.09 22.74 14.44 19.65
— Basic Materials TR 04-17-14 1.59 2.78 0.50 3.31 26.44 5.68 17.38
— Consumer Cyclical TR 04-17-14 0.95 -3.75 -3.42 -0.77 22.65 19.05 26.30
— Financial Services TR 04-17-14 1.53 -1.72 -1.52 -1.72 27.18 14.36 16.54
— Real Estate TR 04-17-14 1.27 11.12 1.95 8.25 1.81 9.80 22.17
Defensive TR 04-17-14 1.17 3.31 -0.95 2.21 16.63 18.01 18.09
— Consumer Defensive TR 04-17-14 1.54 1.67 2.04 3.89 11.82 15.40 17.89
— Healthcare TR 04-17-14 0.84 2.50 -3.95 -1.09 22.77 21.48 21.34
— Utilities TR 04-17-14 1.45 11.56 3.31 11.66 10.25 14.06 15.68
Sensitive TR 04-17-14 2.28 2.17 1.82 2.68 28.22 12.82 18.71
— Communication Services TR 04-17-14 0.81 -0.92 1.68 -0.08 13.68 16.35 21.01
— Energy TR 04-17-14 4.54 6.03 7.44 8.86 29.15 8.96 19.07
— Industrials TR 04-17-14 2.36 0.70 0.88 1.26 32.31 15.02 22.05
— Technology TR 04-17-14 1.21 1.52 -0.79 0.79 28.98 12.96 18.99
Moat
Morningstar Wide Moat Focus TR 04-17-14 2.36 3.61 3.70 3.50 32.27 18.58 22.03
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 04-17-14 1.50 -0.36 1.09 0.27 15.00 12.87 18.19
NASDAQ Composite PR PR 04-18-14 2.39 -1.94 -5.49 -2.43 29.34 14.40 19.61
NYSE Composite PR --- 04-18-14 2.45 1.27 0.87 1.83 18.07 8.36 13.96
Russell 2000 TR TR 04-17-14 0.93 -1.87 -4.12 -2.30 27.14 12.42 20.49
S&P 500 TR TR 04-17-14 1.75 1.49 0.46 1.95 22.72 14.69 18.99
S&P MidCap 400 TR 04-17-14 1.21 1.06 -1.55 0.61 23.36 12.87 21.46
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 04-17-14 -0.39 2.18 0.36 1.21 -0.47 3.88 4.62
Intermediate Core Bond TR 04-17-14 -0.55 1.83 0.08 0.87 0.10 3.64 4.33
Long-Term Core Bond TR 04-17-14 -0.34 5.70 1.66 3.50 -3.14 7.61 8.25
Short-Term Core Bond TR 04-17-14 -0.16 0.41 0.00 0.28 0.61 1.49 2.38
Corporate
Corp Bond TR 04-21-14 -0.27 3.54 1.08 2.29 0.76 5.92 8.72
Intermediate Corp Bond TR 04-21-14 -0.39 2.16 0.72 1.37 1.36 5.58 8.59
Long-Term Corp Bond TR 04-21-14 -0.31 6.03 1.81 3.98 -0.32 8.09 11.67
Short-Term Corp Bond TR 04-21-14 -0.12 0.94 0.34 0.61 1.93 3.05 4.86
Government
Intermediate US Govt Bond TR 04-17-14 -0.69 1.11 -0.46 0.36 -2.27 3.12 3.32
Long-Term US Govt Bond TR 04-17-14 -0.55 5.86 0.95 3.12 -5.84 6.75 5.08
Short-Term US Govt Bond TR 04-17-14 -0.16 0.25 -0.06 0.18 0.21 1.03 1.49
US Govt Bond TR 04-17-14 -0.38 1.54 0.04 0.80 -1.81 3.17 2.97
Other
Mortgage Bond TR 04-17-14 -0.51 2.01 0.21 0.96 0.80 3.32 3.97
TIPS TR 04-17-14 0.02 2.87 0.46 1.55 -6.13 3.29 5.47
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 04-17-14 -0.37 2.21 0.42 1.33 -0.56 3.69 4.82
Barclays US Government TR TR 04-17-14 -0.35 1.50 0.06 0.85 -1.68 3.10 2.95
Barclays US MBS TR TR 04-17-14 -0.49 1.93 0.25 0.99 0.14 2.74 3.59
BofAML US HY Master II TR TR 04-17-14 -0.05 3.35 0.83 2.27 7.20 8.53 16.65
USTREAS T-Bill Auction Ave 3 --- 03-31-14 --- 0.01 0.00 0.01 0.05 0.06 0.09
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-14 --- 3.37 -0.38 3.37 -5.08 4.31 2.51
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 04-17-14 0.39 4.42 1.03 2.89 0.65 6.05 5.57
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 04-18-14 0.04 1.24 2.92 4.21 2.42 3.81 17.05
Euronext BEL 20 PR EUR PR 04-18-14 1.73 6.45 1.04 4.83 23.12 5.17 10.10
Euronext Paris CAC 40 NR EUR TR 04-18-14 1.55 3.33 2.90 2.58 26.25 7.66 10.96
Euronext Paris CAC 40 PR EUR PR 04-18-14 1.51 3.16 2.75 2.41 23.13 4.52 7.47
FSE DAX PR EUR PR 04-17-14 -0.54 -2.17 2.11 -4.08 21.37 5.73 10.97
FSE DAX TR EUR TR 04-17-14 -0.47 -1.49 2.49 -3.42 25.41 9.44 15.01
FTSE 100 PR GBP PR 04-17-14 -0.25 -1.83 0.87 -2.99 6.10 3.38 10.11
FTSE 100 TR GBP TR 04-17-14 -0.20 -0.73 1.08 -1.95 9.95 7.27 14.18
FTSE 250 PR GBP PR 04-17-14 -1.49 -0.17 -2.39 -1.72 17.56 10.85 16.83
Hang Seng Hong Kong Composite PR HKD TR 04-17-14 -2.07 -3.35 5.30 -2.15 5.91 -2.48 7.85
Hang Seng HSI PR HKD PR 04-17-14 -1.84 -2.34 5.99 -1.61 5.52 -1.76 7.85
MSCI AC Far East Ex Japan PR USD PR 04-18-14 -0.18 1.02 5.53 3.37 5.96 -0.73 11.61
MSCI ACWI PR USD PR 04-18-14 1.71 0.61 0.91 1.14 16.16 6.60 13.13
MSCI EAFE NR USD TR 04-18-14 1.14 0.88 1.77 0.64 18.04 7.58 13.91
MSCI EAFE PR LCL PR 04-18-14 1.34 -1.38 1.41 -2.46 12.06 6.09 8.24
MSCI EASEA PR LCL PR 04-18-14 0.84 1.11 1.62 -0.51 14.29 4.90 9.05
MSCI EM Latin America PR USD PR 04-18-14 -0.72 2.21 12.30 7.18 -10.33 -9.97 5.57
MSCI EM PR LCL PR 04-18-14 0.06 0.31 4.60 2.69 5.97 -0.27 8.81
MSCI EM PR USD PR 04-18-14 -0.35 0.92 6.24 4.07 1.46 -4.51 9.48
MSCI Europe NR USD TR 04-18-14 0.95 2.40 1.50 1.75 26.61 8.74 15.40
MSCI Europe PR LCL PR 04-18-14 0.98 0.85 1.23 -1.11 15.55 5.38 9.24
MSCI Hong Kong PR USD PR 04-18-14 -0.90 1.53 6.90 0.73 8.37 2.93 12.98
MSCI Japan NR USD TR 04-18-14 2.84 -7.21 0.44 -7.22 1.43 5.80 7.90
MSCI Japan PR LCL PR 04-18-14 3.47 -10.43 0.57 -9.72 3.77 11.52 6.53
MSCI North America NR USD TR 04-18-14 2.61 1.39 -0.31 1.89 22.41 13.04 17.84
MSCI Pacific Ex Japan NR USD TR 04-18-14 -0.17 6.05 5.48 7.96 5.94 5.03 17.77
MSCI Pacific Ex Japan PR LCL PR 04-18-14 0.29 1.99 3.73 2.54 8.44 3.14 8.76
MSCI Pacific NR USD TR 04-18-14 1.63 -2.42 2.36 -1.80 3.12 5.48 11.26
MSCI Pacific PR LCL PR 04-18-14 2.20 -6.01 1.79 -5.35 5.48 7.86 6.87
MSCI World Ex US NR USD TR 04-18-14 1.17 1.08 1.77 0.95 17.85 6.76 13.75
MSCI World Ex USA PR LCL PR 04-18-14 1.38 -0.74 1.34 -1.90 12.89 5.60 8.20
Nikkei 225 Average PR JPY PR 04-21-14 4.33 -10.92 2.03 -8.13 8.98 14.43 10.75
S&P BSE SENSEX India INR PR 04-17-14 -0.38 6.89 3.76 7.43 20.81 5.29 15.47
S&P/ASX All Ordinaries PR PR 04-17-14 -0.60 1.71 2.05 2.41 9.04 3.30 7.87
S&P/TSX Composite PR PR 04-17-14 1.34 6.45 1.89 4.41 21.37 1.67 8.97
Shanghai SE Composite PR CNY PR 04-21-14 -3.08 -2.37 0.89 2.86 -7.97 -11.95 -4.02
SIX SMI CHF PR 04-17-14 -0.54 2.10 2.61 -1.22 11.17 9.38 10.03
SIX SMI TR CHF PR 04-17-14 0.29 4.59 3.84 1.19 14.48 13.33 13.72
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 04-16-14 -0.71 1.55 1.50 1.67 17.67 10.10 17.30
Conservative Target Risk TR 04-16-14 0.07 2.19 0.55 1.75 3.59 4.92 6.74
Moderate Target Risk TR 04-16-14 -0.32 2.00 1.08 1.82 11.10 8.06 12.62
Moderately Aggr Target Risk TR 04-16-14 -0.55 1.70 1.31 1.70 14.89 9.21 15.29
Moderately Cons Target Risk TR 04-16-14 -0.13 2.03 0.79 1.71 7.39 6.60 9.71
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 04-16-14 -0.14 2.10 0.73 1.72 8.55 7.19 11.61
Lifetime Aggressive 2005 TR 04-16-14 -0.17 2.20 0.83 1.83 9.49 7.66 12.52
Lifetime Aggressive 2010 TR 04-16-14 -0.22 2.25 0.94 1.90 10.71 8.15 13.58
Lifetime Aggressive 2015 TR 04-16-14 -0.30 2.22 1.04 1.92 12.29 8.69 14.78
Lifetime Aggressive 2020 TR 04-16-14 -0.42 2.09 1.15 1.89 14.21 9.29 15.98
Lifetime Aggressive 2025 TR 04-16-14 -0.54 1.89 1.26 1.80 16.12 9.86 16.95
Lifetime Aggressive 2030 TR 04-16-14 -0.64 1.71 1.34 1.71 17.47 10.23 17.52
Lifetime Aggressive 2035 TR 04-16-14 -0.69 1.60 1.40 1.67 18.00 10.31 17.70
Lifetime Aggressive 2040 TR 04-16-14 -0.71 1.56 1.45 1.66 17.99 10.19 17.70
Lifetime Aggressive 2045 TR 04-16-14 -0.72 1.56 1.49 1.68 17.82 10.01 17.64
Lifetime Aggressive 2050 TR 04-16-14 -0.72 1.55 1.54 1.69 17.62 9.82 17.56
Lifetime Aggressive 2055 TR 04-16-14 -0.73 1.54 1.60 1.71 17.41 9.62 17.47
Lifetime Aggressive Income TR 04-16-14 -0.13 2.04 0.69 1.67 8.26 7.03 11.07
Lifetime Conservative 2000 TR 04-16-14 0.14 2.36 0.49 1.78 3.01 4.88 7.67
Lifetime Conservative 2005 TR 04-16-14 0.15 2.59 0.60 1.97 3.52 5.36 8.35
Lifetime Conservative 2010 TR 04-16-14 0.13 2.77 0.71 2.14 4.33 5.91 9.18
Lifetime Conservative 2015 TR 04-16-14 0.10 2.90 0.83 2.27 5.34 6.49 10.11
Lifetime Conservative 2020 TR 04-16-14 0.05 2.97 0.94 2.36 6.53 7.04 11.18
Lifetime Conservative 2025 TR 04-16-14 -0.03 2.95 1.05 2.39 8.08 7.59 12.46
Lifetime Conservative 2030 TR 04-16-14 -0.15 2.79 1.17 2.34 10.16 8.22 13.86
Lifetime Conservative 2035 TR 04-16-14 -0.30 2.53 1.28 2.22 12.37 8.84 15.09
Lifetime Conservative 2040 TR 04-16-14 -0.43 2.27 1.37 2.09 14.10 9.34 15.89
Lifetime Conservative 2045 TR 04-16-14 -0.50 2.13 1.44 2.03 14.86 9.49 16.22
Lifetime Conservative 2050 TR 04-16-14 -0.53 2.08 1.50 2.02 15.08 9.49 16.34
Lifetime Conservative 2055 TR 04-16-14 -0.54 2.06 1.56 2.03 15.04 9.36 16.31
Lifetime Conservative Income TR 04-16-14 0.14 2.26 0.45 1.70 2.89 4.63 7.27
Lifetime Moderate 2000 TR 04-16-14 0.00 2.22 0.62 1.75 5.88 6.12 9.73
Lifetime Moderate 2005 TR 04-16-14 -0.02 2.39 0.72 1.90 6.57 6.58 10.50
Lifetime Moderate 2010 TR 04-16-14 -0.05 2.50 0.83 2.02 7.54 7.09 11.41
Lifetime Moderate 2015 TR 04-16-14 -0.10 2.56 0.94 2.10 8.77 7.62 12.50
Lifetime Moderate 2020 TR 04-16-14 -0.19 2.52 1.05 2.12 10.42 8.18 13.78
Lifetime Moderate 2025 TR 04-16-14 -0.31 2.36 1.17 2.06 12.54 8.83 15.13
Lifetime Moderate 2030 TR 04-16-14 -0.45 2.12 1.27 1.95 14.68 9.44 16.24
Lifetime Moderate 2035 TR 04-16-14 -0.57 1.89 1.36 1.84 16.20 9.84 16.91
Lifetime Moderate 2040 TR 04-16-14 -0.63 1.77 1.42 1.79 16.87 9.97 17.17
Lifetime Moderate 2045 TR 04-16-14 -0.65 1.73 1.48 1.78 16.91 9.87 17.20
Lifetime Moderate 2050 TR 04-16-14 -0.66 1.72 1.53 1.80 16.80 9.72 17.17
Lifetime Moderate 2055 TR 04-16-14 -0.67 1.71 1.58 1.82 16.62 9.54 17.09
Lifetime Moderate Income TR 04-16-14 0.00 2.14 0.58 1.68 5.69 5.91 9.27
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 04-17-14 1.17 2.35 3.11 3.01 3.25 -5.43 3.45
Long/Short Commodity TR 04-17-14 1.40 -0.95 3.27 -0.12 2.94 -5.49 1.28
Long-Only Commodity TR 04-17-14 0.95 8.98 3.00 10.16 12.11 -2.45 9.23
Short/Flat Commodity TR 04-17-14 0.18 -3.19 0.08 -3.00 -0.10 -0.12 -1.89
Short-Only Commodity TR 04-17-14 -1.05 -9.09 -3.17 -9.94 -11.34 -1.09 -10.26
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