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 08-17-18 0.60 8.12 1.47 5.20 20.09 12.75 13.58
Style
US Core TR 08-17-18 1.41 4.95 3.34 5.16 15.33 12.01 13.13
US Growth TR 08-17-18 -0.58 15.87 -1.17 6.14 29.13 14.41 16.33
US Large Cap TR 08-17-18 0.57 8.45 1.70 5.53 19.98 13.30 14.00
US Large Core TR 08-17-18 1.48 5.00 3.98 5.50 14.43 12.75 13.46
US Large Growth TR 08-17-18 -0.68 15.53 -1.46 5.34 28.33 14.91 17.25
US Large Val TR 08-17-18 1.29 3.12 3.15 4.50 15.27 11.63 10.83
US Mid Cap TR 08-17-18 0.74 6.73 0.93 4.25 19.33 11.07 12.70
US Mid Core TR 08-17-18 1.06 3.51 1.54 4.23 15.82 9.56 12.43
US Mid Growth TR 08-17-18 0.09 12.75 -0.16 5.68 26.25 11.44 13.18
US Mid Val TR 08-17-18 1.07 3.83 1.43 2.64 15.72 12.08 12.41
US Small Cap TR 08-17-18 0.61 8.84 0.70 4.59 23.54 11.89 11.69
US Small Core TR 08-17-18 1.15 6.12 0.64 3.20 20.34 11.22 11.50
US Small Growth TR 08-17-18 -0.03 16.08 -0.41 6.06 32.26 13.42 13.06
US Small Val TR 08-17-18 0.73 4.49 1.96 4.42 18.11 10.81 10.37
US Value TR 08-17-18 1.20 3.39 2.72 4.12 15.62 11.70 11.15
Sector
US Cyclcl Sup Sec TR 08-17-18 0.42 7.41 0.77 3.76 21.39 12.82 13.57
US Basic Materials TR 08-17-18 -0.30 -1.95 -1.21 -1.70 12.92 11.81 9.75
US Consumr Cyclcl TR 08-17-18 -0.54 14.06 -1.25 6.11 30.04 13.70 14.83
US Financial Services TR 08-17-18 0.74 4.83 2.20 1.31 19.75 13.74 14.12
US Real Estate TR 08-17-18 2.90 5.42 3.15 12.27 8.48 6.72 10.59
US Dfnsve Sup Sec TR 08-17-18 2.12 7.18 3.83 10.37 12.98 7.85 12.94
US Consumr Dfnsve TR 08-17-18 3.08 -1.47 3.76 10.43 3.95 6.52 9.87
US Healthcare TR 08-17-18 1.52 12.44 3.84 10.01 20.07 7.90 15.22
US Utilities TR 08-17-18 2.76 6.00 3.92 11.96 5.52 10.61 11.79
US Snstve Sup Sec TR 08-17-18 -0.08 9.27 0.76 3.65 23.41 15.90 14.01
US Commun Svc Capped TR 08-17-18 2.56 0.10 5.07 11.40 -0.38 6.65 9.50
US Energy Capped TR 08-17-18 -3.58 2.80 -3.38 -7.12 23.20 4.37 0.20
US Industrials TR 08-17-18 1.39 3.51 3.48 3.36 17.04 13.74 13.41
US Technology TR 08-17-18 -0.23 16.27 0.04 5.90 31.50 22.49 20.78
Moat
Morningstar Wide Moat Focus TR 08-17-18 1.66 8.48 2.13 7.76 21.01 15.82 14.28
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 08-17-18 1.48 5.36 2.47 4.43 20.71 16.37 13.95
NASDAQ Composite PR PR 08-17-18 -0.29 13.22 -0.49 5.88 25.63 15.36 16.75
NYSE Composite PR --- 08-17-18 0.50 0.78 1.01 1.26 10.21 6.06 6.40
Russell 2000 TR TR 08-17-18 0.40 11.08 0.44 4.49 26.17 12.95 12.08
S&P 500 TR TR 08-17-18 0.66 7.92 1.64 5.28 19.57 13.00 13.80
S&P MidCap 400 TR 08-17-18 0.76 6.78 0.91 3.61 20.40 11.69 12.50
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 08-17-18 0.08 -1.11 0.30 1.99 -0.83 1.71 2.64
US Inter Core Bd TR Bond TR 08-17-18 -0.01 -0.71 0.31 1.85 -0.84 1.55 2.55
US Lng Core Bd TR Bond TR 08-17-18 0.27 -3.21 0.23 3.52 -1.53 2.96 4.94
US Shrt Core Bd TR Bond TR 08-17-18 0.05 0.19 0.34 0.88 -0.15 0.91 1.03
Corporate
US Corp Bd TR Bond TR 08-17-18 0.19 -1.88 0.58 2.21 -0.54 3.24 3.87
US Inter Corp Bd TR Bond TR 08-17-18 0.10 -0.90 0.69 1.94 -0.79 2.67 3.24
US Lng Corp Bd TR Bond TR 08-17-18 0.33 -3.77 0.59 3.14 -1.01 4.57 5.54
US Shrt Corp Bd TR Bond TR 08-17-18 0.07 0.36 0.49 1.04 0.38 1.76 1.84
Government
US Gov Bd TR Bond TR 08-17-18 0.09 -0.90 0.17 1.94 -1.32 0.71 1.73
US Inter Gov Bd TR Bond TR 08-17-18 0.07 -0.78 0.37 1.80 -1.88 0.64 1.57
US Lng Gov Bd TR Bond TR 08-17-18 0.21 -2.59 -0.20 3.93 -2.23 1.13 4.42
US Shrt Gov Bd TR Bond TR 08-17-18 0.04 0.10 0.27 0.81 -0.41 0.50 0.69
Other
Mortgage TR Bond TR 08-17-18 -0.07 -0.64 0.19 1.84 -0.44 1.64 2.76
US TIPS TR TR 08-17-18 0.02 -0.01 -0.02 1.86 1.13 2.05 1.95
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 08-17-18 -0.02 -1.10 0.26 1.90 -0.78 1.62 2.56
BBgBarc US Government TR TR 08-17-18 -0.04 -0.90 0.11 1.81 -1.30 0.68 1.70
BBgBarc US MBS TR TR 08-17-18 -0.09 -0.61 0.19 1.78 -0.37 1.39 2.52
ICE BofAML US High Yield TR TR 08-17-18 0.02 1.49 0.86 1.71 3.40 6.76 5.53
USTREAS T-Bill Auction Ave 3 --- 07-31-18 --- 1.05 0.17 0.49 1.55 0.80 0.49
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 08-17-18 0.14 0.18 0.06 1.38 0.79 2.71 4.00
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 08-17-18 -1.58 -4.12 0.95 -5.12 3.75 5.05 -4.27
Euronext BEL 20 PR EUR PR 08-17-18 -1.32 -5.26 -1.29 -3.34 -4.44 1.10 5.94
Euronext Paris CAC 40 NR EUR TR 08-17-18 -1.29 2.57 -1.43 -4.09 6.21 4.82 7.81
Euronext Paris CAC 40 PR EUR PR 08-17-18 -1.29 0.61 -1.43 -4.93 3.85 2.35 5.32
FSE DAX PR EUR PR 08-17-18 -1.72 -8.13 -3.56 -7.57 -2.75 0.82 4.85
FSE DAX TR EUR TR 08-17-18 -1.72 -5.47 -3.56 -6.89 0.06 3.73 7.79
FTSE 100 PR GBP PR 08-17-18 -1.41 -1.68 -0.89 -2.95 2.31 4.89 3.06
FTSE 100 TR GBP TR 08-17-18 -1.19 1.45 -0.09 -1.74 6.50 9.17 7.10
FTSE 250 PR GBP PR 08-17-18 -1.08 -1.36 -2.05 -2.74 3.39 5.10 6.63
Hang Seng Hong Kong Composite PR HKD TR 08-17-18 -5.19 -11.05 -4.97 -13.86 -1.33 4.13 3.53
Hang Seng HSI PR HKD PR 08-17-18 -4.07 -9.04 -3.44 -12.05 -0.48 4.55 3.86
MSCI AC Far East Ex Japan PR USD PR 08-17-18 -3.77 -10.34 -4.02 -11.42 -1.58 7.54 3.80
MSCI ACWI PR USD PR 08-17-18 -0.49 0.01 -0.51 -0.76 8.68 6.82 6.58
MSCI EAFE NR USD TR 08-17-18 -1.10 -4.05 -2.04 -5.40 2.80 4.38 4.55
MSCI EAFE PR LCL PR 08-17-18 -1.04 -2.75 -1.19 -3.66 2.67 1.81 4.94
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 08-17-18 -1.04 -1.70 -0.76 -3.10 1.83 2.40 4.28
MSCI EM Latin America PR USD PR 08-17-18 -2.50 -11.57 -4.27 -9.18 -10.32 5.24 -4.80
MSCI EM PR LCL PR 08-17-18 -2.99 -6.62 -2.77 -7.45 0.43 7.08 4.80
MSCI EM PR USD PR 08-17-18 -3.71 -11.70 -4.48 -10.59 -3.80 6.17 1.32
MSCI Europe NR USD TR 08-17-18 -1.37 -4.94 -3.10 -6.29 0.86 3.22 3.78
MSCI Europe PR LCL PR 08-17-18 -1.17 -2.17 -1.07 -3.63 1.00 2.07 4.38
MSCI Hong Kong PR USD PR 08-17-18 -2.77 -6.51 -2.18 -7.36 0.28 4.63 4.67
MSCI Japan NR USD TR 08-17-18 -0.79 -3.06 -0.43 -4.93 7.05 5.71 6.66
MSCI Japan PR LCL PR 08-17-18 -1.03 -5.90 -2.54 -5.37 5.60 -0.24 7.41
MSCI North America NR USD TR 08-17-18 0.55 7.13 1.37 4.79 18.40 11.83 12.38
MSCI Pacific Ex Japan NR USD TR 08-17-18 -0.50 -1.99 0.12 -2.16 4.13 8.98 4.76
MSCI Pacific Ex Japan PR LCL PR 08-17-18 -0.48 0.12 0.66 -0.84 5.48 4.90 3.79
MSCI Pacific NR USD TR 08-17-18 -0.70 -2.70 -0.24 -4.02 6.06 6.80 6.00
MSCI Pacific PR LCL PR 08-17-18 -0.84 -3.96 -1.48 -3.91 5.49 1.44 6.00
MSCI World ex USA NR USD TR 08-17-18 -0.99 -3.85 -1.87 -4.99 3.27 4.60 4.40
MSCI World Ex USA PR LCL PR 08-17-18 -0.94 -2.42 -1.17 -3.26 3.25 2.04 4.96
Nikkei 225 Average PR JPY PR 08-17-18 -0.12 -2.17 -1.88 -2.49 13.03 2.60 10.29
S&P BSE SENSEX India INR PR 08-16-18 -0.95 10.59 3.69 6.43 18.55 10.30 15.16
S&P/ASX All Ordinaries PR PR 08-17-18 0.93 4.20 2.19 3.70 10.28 6.18 4.73
S&P/TSX Composite PR PR 08-17-18 -0.02 0.71 -1.18 1.12 8.58 4.63 5.09
SIX SMI PR CHF PR 08-17-18 -0.30 -4.03 2.03 0.17 0.65 -1.39 2.49
SIX SMI TR CHF PR 08-17-18 -0.30 -0.81 2.03 0.20 4.13 2.02 5.89
SSE Composite PR CNY PR 08-17-18 -4.52 -19.30 -4.62 -15.39 -18.34 -12.57 5.23
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 08-17-18 -0.14 2.52 0.14 0.85 12.53 9.96 9.41
Con Tgt Risk TR USD TR 08-17-18 0.03 -0.09 0.18 1.39 2.10 3.46 3.28
Mod Agg Tgt Risk TR USD TR 08-17-18 -0.14 1.73 0.11 0.88 10.06 8.62 8.18
Mod Con Tgt Risk TR USD TR 08-17-18 -0.01 0.67 0.22 1.40 4.94 5.35 5.15
Mod Tgt Risk TR USD TR 08-17-18 -0.08 1.15 0.16 1.14 7.37 6.97 6.69
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 08-17-18 0.12 1.90 0.39 1.51 6.93 5.63 5.66
Lifetime Agg 2005 TR USD TR 08-17-18 0.12 1.85 0.38 1.57 7.18 5.93 6.02
Lifetime Agg 2010 TR USD TR 08-17-18 0.11 1.81 0.36 1.63 7.67 6.36 6.50
Lifetime Agg 2015 TR USD TR 08-17-18 0.10 1.85 0.34 1.64 8.36 6.88 7.06
Lifetime Agg 2020 TR USD TR 08-17-18 0.08 2.00 0.33 1.58 9.32 7.54 7.72
Lifetime Agg 2025 TR USD TR 08-17-18 0.05 2.25 0.33 1.44 10.52 8.30 8.41
Lifetime Agg 2030 TR USD TR 08-17-18 0.01 2.50 0.31 1.23 11.69 9.01 8.97
Lifetime Agg 2035 TR USD TR 08-17-18 -0.03 2.62 0.28 1.01 12.45 9.46 9.24
Lifetime Agg 2040 TR USD TR 08-17-18 -0.08 2.56 0.24 0.81 12.65 9.62 9.27
Lifetime Agg 2045 TR USD TR 08-17-18 -0.12 2.40 0.18 0.65 12.51 9.60 9.17
Lifetime Agg 2050 TR USD TR 08-17-18 -0.15 2.21 0.13 0.50 12.30 9.54 9.04
Lifetime Agg 2055 TR USD TR 08-17-18 -0.19 2.03 0.08 0.35 12.08 9.48 8.91
Lifetime Agg Incm TR USD TR 08-17-18 0.12 1.90 0.39 1.51 6.93 5.65 5.61
Lifetime Con 2000 TR USD TR 08-17-18 0.07 0.91 0.26 1.26 3.45 3.58 3.41
Lifetime Con 2005 TR USD TR 08-17-18 0.07 0.76 0.24 1.38 3.46 3.75 3.68
Lifetime Con 2010 TR USD TR 08-17-18 0.08 0.59 0.22 1.56 3.63 4.04 4.05
Lifetime Con 2015 TR USD TR 08-17-18 0.09 0.51 0.20 1.69 4.02 4.44 4.51
Lifetime Con 2020 TR USD TR 08-17-18 0.10 0.50 0.19 1.77 4.55 4.90 5.01
Lifetime Con 2025 TR USD TR 08-17-18 0.09 0.57 0.19 1.79 5.22 5.43 5.58
Lifetime Con 2030 TR USD TR 08-17-18 0.08 0.78 0.19 1.72 6.21 6.11 6.29
Lifetime Con 2035 TR USD TR 08-17-18 0.05 1.12 0.20 1.56 7.58 6.97 7.08
Lifetime Con 2040 TR USD TR 08-17-18 0.01 1.50 0.20 1.33 9.04 7.83 7.78
Lifetime Con 2045 TR USD TR 08-17-18 -0.03 1.74 0.18 1.10 10.12 8.46 8.20
Lifetime Con 2050 TR USD TR 08-17-18 -0.07 1.76 0.14 0.93 10.53 8.74 8.33
Lifetime Con 2055 TR USD TR 08-17-18 -0.11 1.68 0.10 0.79 10.62 8.84 8.32
Lifetime Con Incm TR USD TR 08-17-18 0.07 0.91 0.26 1.26 3.45 3.58 3.37
Lifetime Mod 2000 TR USD TR 08-17-18 0.10 1.43 0.34 1.43 5.23 4.57 4.54
Lifetime Mod 2005 TR USD TR 08-17-18 0.10 1.32 0.33 1.51 5.35 4.80 4.84
Lifetime Mod 2010 TR USD TR 08-17-18 0.11 1.21 0.30 1.63 5.66 5.14 5.25
Lifetime Mod 2015 TR USD TR 08-17-18 0.10 1.18 0.29 1.70 6.16 5.59 5.74
Lifetime Mod 2020 TR USD TR 08-17-18 0.10 1.25 0.28 1.71 6.87 6.12 6.32
Lifetime Mod 2025 TR USD TR 08-17-18 0.08 1.44 0.28 1.64 7.92 6.83 7.04
Lifetime Mod 2030 TR USD TR 08-17-18 0.05 1.77 0.28 1.48 9.30 7.69 7.82
Lifetime Mod 2035 TR USD TR 08-17-18 0.01 2.09 0.27 1.25 10.65 8.49 8.45
Lifetime Mod 2040 TR USD TR 08-17-18 -0.04 2.26 0.24 1.02 11.55 9.02 8.79
Lifetime Mod 2045 TR USD TR 08-17-18 -0.08 2.25 0.20 0.82 11.86 9.24 8.86
Lifetime Mod 2050 TR USD TR 08-17-18 -0.12 2.11 0.16 0.67 11.78 9.25 8.79
Lifetime Mod 2055 TR USD TR 08-17-18 -0.15 1.95 0.11 0.53 11.64 9.22 8.69
Lifetime Mod Incm TR USD TR 08-17-18 0.10 1.43 0.34 1.43 5.23 4.58 4.50
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 08-17-18 -0.94 1.88 0.22 -4.54 10.16 -0.62 -2.37
Lng/Shrt Cmdty TR TR 08-17-18 -0.87 4.65 0.42 -2.03 12.07 -1.17 -1.41
Lng-Only Cmdty TR TR 08-17-18 -1.03 -0.44 0.88 -6.70 11.88 -0.75 -8.90
Shrt/Flt Cmdty TR TR 08-17-18 0.08 3.49 -0.31 3.02 -0.18 -0.68 0.86
Shrt-Only Cmdty TR TR 08-17-18 0.82 2.11 -0.47 7.67 -8.15 -1.15 7.07
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