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 02-17-17 1.50 5.38 3.94 8.12 26.30 10.44 13.79
Style
US Core TR 02-17-17 1.72 5.60 4.15 8.29 28.46 11.40 14.79
US Growth TR 02-17-17 1.21 7.18 4.03 7.71 21.03 9.14 12.99
US Large Cap TR 02-17-17 1.70 5.38 3.93 8.27 24.15 10.76 13.86
US Large Core TR 02-17-17 1.95 5.72 4.10 8.33 27.58 11.94 15.24
US Large Growth TR 02-17-17 1.30 7.27 3.91 8.04 18.62 10.00 13.60
US Large Val TR 02-17-17 1.83 3.36 3.79 8.57 26.58 10.34 12.81
US Mid Cap TR 02-17-17 1.03 5.72 4.10 7.62 30.28 9.74 13.78
US Mid Core TR 02-17-17 1.31 6.05 4.55 8.55 28.40 10.12 13.80
US Mid Growth TR 02-17-17 0.87 7.14 4.41 6.50 26.50 6.75 11.21
US Mid Val TR 02-17-17 0.88 3.98 3.30 7.66 36.31 12.52 16.42
US Small Cap TR 02-17-17 0.83 4.34 3.60 7.99 38.57 8.82 12.92
US Small Core TR 02-17-17 0.88 3.27 3.52 7.20 36.79 9.66 13.03
US Small Growth TR 02-17-17 1.24 6.35 4.18 7.83 35.12 6.53 11.70
US Small Val TR 02-17-17 0.26 3.47 3.01 8.94 43.95 10.21 14.01
US Value TR 02-17-17 1.54 3.49 3.64 8.40 29.60 10.79 13.63
Sector
US Cyclcl Sup Sec TR 02-17-17 1.70 5.23 4.34 9.04 31.92 11.03 15.28
US Basic Materials TR 02-17-17 0.71 7.13 5.05 10.34 36.10 6.90 8.72
US Consumr Cyclcl TR 02-17-17 1.01 5.80 2.87 6.61 21.43 9.84 15.56
US Financial Services TR 02-17-17 2.74 5.18 6.06 10.58 43.20 13.10 17.95
US Real Estate TR 02-17-17 0.25 2.18 1.07 8.89 19.62 10.43 10.06
US Dfnsve Sup Sec TR 02-17-17 1.97 5.81 3.85 6.42 12.82 10.87 15.24
US Consumr Dfnsve TR 02-17-17 1.62 4.86 4.15 7.35 11.65 12.56 13.82
US Healthcare TR 02-17-17 2.55 7.38 4.33 5.51 13.52 9.83 17.65
US Utilities TR 02-17-17 0.50 2.04 1.09 7.71 13.01 11.04 11.61
US Snstve Sup Sec TR 02-17-17 1.04 5.23 3.66 8.40 31.16 9.77 11.96
US Commun Svc TR 02-17-17 0.45 3.32 1.40 12.02 27.15 12.28 16.59
US Energy TR 02-17-17 -1.90 -4.58 -4.13 2.30 28.01 -4.05 1.01
US Industrials TR 02-17-17 1.59 5.33 4.36 7.57 30.17 10.55 14.55
US Technology TR 02-17-17 1.87 9.76 6.85 10.86 35.63 14.94 14.44
Moat
Morningstar Wide Moat Focus TR 02-17-17 2.47 8.03 5.03 8.81 34.48 11.73 15.06
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 02-17-17 1.88 4.77 4.37 9.80 28.67 11.23 12.57
NASDAQ Composite PR PR 02-17-17 1.82 8.46 5.41 9.46 28.77 11.22 14.62
NYSE Composite PR --- 02-17-17 1.17 4.11 2.81 7.18 20.76 3.83 7.24
Russell 2000 TR TR 02-17-17 0.82 3.27 3.60 7.26 40.52 8.31 12.62
S&P 500 TR TR 02-17-17 1.60 5.32 3.90 8.07 24.68 10.87 13.97
S&P MidCap 400 TR 02-17-17 0.84 4.62 3.82 8.47 34.69 10.52 13.73
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 02-17-17 0.00 0.51 -0.18 0.27 1.49 2.86 2.41
US Inter Core Bd TR Bond TR 02-17-17 -0.01 0.41 -0.04 -0.05 0.88 2.87 2.50
US Lng Core Bd TR Bond TR 02-17-17 -0.04 0.89 -0.79 0.85 3.45 5.22 3.93
US Shrt Core Bd TR Bond TR 02-17-17 0.03 0.35 0.13 0.31 1.08 1.08 1.10
Corporate
US Corp Bd TR Bond TR 02-17-17 0.10 0.84 -0.09 1.18 6.75 3.73 3.92
US Inter Corp Bd TR Bond TR 02-17-17 0.05 0.93 0.21 0.76 5.06 3.21 3.90
US Lng Corp Bd TR Bond TR 02-17-17 0.13 0.94 -0.51 1.76 10.48 5.36 5.04
US Shrt Corp Bd TR Bond TR 02-17-17 0.08 0.63 0.31 0.66 2.93 1.73 2.28
Government
US Gov Bd TR Bond TR 02-16-17 -0.32 0.24 -0.16 -0.58 -1.66 1.95 1.34
US Inter Gov Bd TR Bond TR 02-16-17 -0.29 0.27 0.00 -0.49 -1.36 1.84 1.33
US Lng Gov Bd TR Bond TR 02-17-17 -0.22 0.83 -1.12 -0.22 -3.61 5.24 2.92
US Shrt Gov Bd TR Bond TR 02-17-17 0.01 0.21 0.05 0.14 0.25 0.79 0.70
Other
Mortgage TR Bond TR 02-17-17 -0.01 0.26 -0.06 -0.24 0.68 3.12 2.56
TIPS TR TR 02-17-17 -0.11 0.92 -0.17 0.76 4.42 1.98 0.83
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 02-17-17 -0.02 0.44 -0.24 0.22 1.51 2.69 2.22
BBgBarc US Government TR TR 02-17-17 -0.08 0.38 -0.35 -0.08 -1.18 1.97 1.39
BBgBarc US MBS TR TR 02-17-17 -0.02 0.19 -0.10 -0.25 0.39 2.67 2.01
BofAML US HY Master II TR TR 02-17-17 0.20 2.10 0.96 4.81 24.08 4.89 6.96
USTREAS T-Bill Auction Ave 3 --- 01-31-17 --- 0.04 0.04 0.13 0.36 0.15 0.12
USTREAS T-Bill Cnst Mat Rate 10 TR 01-31-17 --- 0.21 0.21 -4.79 -2.75 2.72 0.92
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 02-17-17 -0.21 0.72 -0.61 0.47 -0.59 3.63 2.96
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 02-17-17 0.25 5.64 3.29 3.34 -1.43 -10.93 -5.51
Euronext BEL 20 PR EUR PR 02-17-17 0.54 0.11 0.62 4.07 6.93 6.49 9.62
Euronext Paris CAC 40 NR EUR TR 02-17-17 0.81 0.14 0.18 7.73 17.98 6.43 9.94
Euronext Paris CAC 40 PR EUR PR 02-17-17 0.81 0.11 0.16 7.51 14.98 3.94 7.19
FSE DAX PR EUR PR 02-17-17 0.75 2.06 1.54 9.66 21.64 3.85 8.06
FSE DAX TR EUR TR 02-17-17 0.77 2.40 1.88 10.03 25.38 6.78 11.42
FTSE 100 PR GBP PR 02-17-17 0.57 2.20 1.10 7.44 21.05 2.72 4.33
FTSE 100 TR GBP TR 02-17-17 0.95 2.66 1.55 8.11 26.27 6.69 8.30
FTSE 250 PR GBP PR 02-17-17 -0.04 3.49 2.56 6.29 15.79 4.82 10.58
Hang Seng Hong Kong Composite PR HKD TR 02-17-17 1.54 9.61 5.80 8.12 27.49 1.39 1.95
Hang Seng HSI PR HKD PR 02-17-17 1.95 9.24 5.22 7.95 27.00 2.17 2.26
MSCI AC Far East Ex Japan PR USD PR 02-17-17 1.04 9.38 4.73 8.65 24.40 1.18 1.16
MSCI ACWI PR USD PR 02-17-17 1.17 5.29 3.21 7.93 19.78 3.10 6.20
MSCI EAFE NR USD TR 02-17-17 0.86 4.35 2.03 7.76 15.85 -0.07 5.45
MSCI EAFE PR LCL PR 02-17-17 0.63 2.31 1.82 8.11 16.85 3.95 7.44
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 02-17-17 0.95 2.64 1.79 8.14 15.93 2.91 6.05
MSCI EM Latin America PR USD PR 02-17-17 0.98 12.14 7.58 15.50 48.28 -3.99 -9.13
MSCI EM PR LCL PR 02-17-17 0.63 6.26 3.23 8.06 21.04 3.39 2.13
MSCI EM PR USD PR 02-17-17 0.95 8.90 4.93 10.84 27.62 -0.88 -2.44
MSCI Europe NR USD TR 02-17-17 0.91 3.29 1.60 8.57 11.26 -2.54 4.91
MSCI Europe PR LCL PR 02-17-17 0.80 2.15 1.56 8.26 15.58 3.05 6.25
MSCI Hong Kong PR USD PR 02-17-17 1.26 9.28 3.90 4.25 22.50 3.62 4.22
MSCI Japan NR USD TR 02-17-17 0.30 4.71 2.11 4.78 22.90 6.23 7.43
MSCI Japan PR LCL PR 02-17-17 -0.37 1.28 1.93 7.94 19.06 7.97 13.13
MSCI North America NR USD TR 02-17-17 1.49 5.45 3.80 8.05 24.72 9.35 12.30
MSCI Pacific Ex Japan NR USD TR 02-17-17 1.50 9.18 3.88 9.92 30.32 2.45 4.93
MSCI Pacific Ex Japan PR LCL PR 02-17-17 1.49 5.13 2.79 7.90 20.32 2.24 5.33
MSCI Pacific NR USD TR 02-17-17 0.71 6.20 2.71 6.49 25.37 4.87 6.53
MSCI Pacific PR LCL PR 02-17-17 0.26 2.57 2.23 7.94 19.67 5.75 9.91
MSCI World ex USA NR USD TR 02-17-17 0.83 4.52 2.06 7.94 17.13 -0.01 5.09
MSCI World Ex USA PR LCL PR 02-17-17 0.64 2.42 1.88 7.97 17.40 3.96 7.19
Nikkei 225 Average PR JPY PR 02-17-17 -0.74 0.63 2.24 7.68 21.46 10.15 15.44
S&P BSE SENSEX India INR PR 02-17-17 0.47 6.92 4.53 8.54 21.76 11.63 9.25
S&P/ASX All Ordinaries PR PR 02-17-17 1.38 2.31 1.67 8.17 18.48 2.74 6.49
S&P/TSX Composite PR PR 02-17-17 0.70 3.60 2.57 6.83 23.09 4.06 4.92
SIX SMI PR CHF PR 02-17-17 0.59 3.49 2.44 6.80 7.05 0.36 6.40
SIX SMI TR CHF PR 02-17-17 0.59 3.49 2.44 6.80 10.96 3.64 9.91
SSE Composite PR CNY PR 02-17-17 0.17 3.17 3.00 -0.20 11.67 14.46 6.32
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 02-17-17 1.11 5.17 3.41 8.09 25.26 6.37 9.54
Con Tgt Risk TR USD TR 02-17-17 0.27 1.47 0.60 1.75 6.16 2.50 3.04
Mod Agg Tgt Risk TR USD TR 02-17-17 0.95 4.42 2.84 6.83 21.36 5.67 8.32
Mod Con Tgt Risk TR USD TR 02-17-17 0.51 2.46 1.37 3.46 11.09 3.87 5.08
Mod Tgt Risk TR USD TR 02-17-17 0.73 3.44 2.12 5.16 16.24 4.85 6.76
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 02-17-17 0.50 2.53 1.42 3.98 12.37 4.05 5.60
Lifetime Agg 2005 TR USD TR 02-17-17 0.53 2.69 1.51 4.26 13.22 4.31 6.04
Lifetime Agg 2010 TR USD TR 02-17-17 0.59 2.93 1.66 4.67 14.42 4.63 6.58
Lifetime Agg 2015 TR USD TR 02-17-17 0.66 3.23 1.87 5.20 15.99 4.99 7.25
Lifetime Agg 2020 TR USD TR 02-17-17 0.75 3.62 2.16 5.90 18.07 5.41 8.05
Lifetime Agg 2025 TR USD TR 02-17-17 0.86 4.09 2.53 6.71 20.54 5.81 8.83
Lifetime Agg 2030 TR USD TR 02-17-17 0.96 4.52 2.87 7.47 22.86 6.11 9.37
Lifetime Agg 2035 TR USD TR 02-17-17 1.02 4.80 3.10 7.96 24.37 6.22 9.56
Lifetime Agg 2040 TR USD TR 02-17-17 1.03 4.92 3.18 8.17 24.98 6.17 9.50
Lifetime Agg 2045 TR USD TR 02-17-17 1.03 4.95 3.20 8.22 25.11 6.06 9.36
Lifetime Agg 2050 TR USD TR 02-17-17 1.02 4.97 3.19 8.25 25.17 5.93 9.20
Lifetime Agg 2055 TR USD TR 02-17-17 1.01 4.98 3.19 8.28 25.21 5.80 9.03
Lifetime Agg Incm TR USD TR 02-17-17 0.50 2.53 1.42 3.98 12.34 4.01 5.51
Lifetime Con 2000 TR USD TR 02-17-17 0.22 1.46 0.59 1.98 6.93 2.49 2.98
Lifetime Con 2005 TR USD TR 02-17-17 0.23 1.53 0.59 2.08 7.27 2.72 3.28
Lifetime Con 2010 TR USD TR 02-17-17 0.26 1.66 0.65 2.30 7.90 3.00 3.70
Lifetime Con 2015 TR USD TR 02-17-17 0.31 1.86 0.75 2.64 8.85 3.32 4.21
Lifetime Con 2020 TR USD TR 02-17-17 0.37 2.10 0.90 3.06 10.02 3.67 4.77
Lifetime Con 2025 TR USD TR 02-17-17 0.44 2.40 1.11 3.58 11.50 4.05 5.45
Lifetime Con 2030 TR USD TR 02-17-17 0.54 2.81 1.41 4.30 13.58 4.50 6.32
Lifetime Con 2035 TR USD TR 02-17-17 0.66 3.33 1.82 5.22 16.29 4.97 7.23
Lifetime Con 2040 TR USD TR 02-17-17 0.79 3.85 2.25 6.15 19.03 5.35 7.94
Lifetime Con 2045 TR USD TR 02-17-17 0.86 4.22 2.54 6.78 20.93 5.54 8.24
Lifetime Con 2050 TR USD TR 02-17-17 0.90 4.41 2.69 7.13 21.94 5.57 8.30
Lifetime Con 2055 TR USD TR 02-17-17 0.90 4.49 2.74 7.26 22.33 5.51 8.22
Lifetime Con Incm TR USD TR 02-17-17 0.22 1.46 0.59 1.98 6.92 2.47 2.92
Lifetime Mod 2000 TR USD TR 02-17-17 0.35 1.98 0.99 3.03 9.61 3.26 4.33
Lifetime Mod 2005 TR USD TR 02-17-17 0.37 2.09 1.04 3.21 10.18 3.50 4.68
Lifetime Mod 2010 TR USD TR 02-17-17 0.41 2.27 1.13 3.51 11.05 3.79 5.15
Lifetime Mod 2015 TR USD TR 02-17-17 0.47 2.50 1.28 3.93 12.24 4.12 5.71
Lifetime Mod 2020 TR USD TR 02-17-17 0.54 2.81 1.49 4.47 13.81 4.50 6.41
Lifetime Mod 2025 TR USD TR 02-17-17 0.65 3.24 1.82 5.22 16.04 4.96 7.29
Lifetime Mod 2030 TR USD TR 02-17-17 0.77 3.76 2.23 6.14 18.78 5.41 8.16
Lifetime Mod 2035 TR USD TR 02-17-17 0.88 4.24 2.62 6.99 21.35 5.75 8.78
Lifetime Mod 2040 TR USD TR 02-17-17 0.95 4.57 2.88 7.56 23.07 5.90 9.03
Lifetime Mod 2045 TR USD TR 02-17-17 0.97 4.71 2.99 7.81 23.81 5.89 9.01
Lifetime Mod 2050 TR USD TR 02-17-17 0.97 4.76 3.01 7.90 24.04 5.79 8.89
Lifetime Mod 2055 TR USD TR 02-17-17 0.96 4.79 3.02 7.94 24.16 5.68 8.74
Lifetime Mod Incm TR USD TR 02-17-17 0.35 1.98 0.99 3.03 9.59 3.23 4.25
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 02-17-17 -1.49 -2.53 -2.16 -1.15 -5.00 -4.63 -4.77
Lng/Shrt Cmdty TR TR 02-17-17 -1.45 -4.49 -2.52 -2.73 -9.96 -4.64 -4.91
Lng-Only Cmdty TR TR 02-17-17 -1.54 -0.55 -1.76 7.37 18.36 -15.47 -9.79
Shrt/Flt Cmdty TR TR 02-17-17 0.08 -1.94 -0.30 -1.59 -4.93 0.04 -0.17
Shrt-Only Cmdty TR TR 02-17-17 1.66 0.77 2.03 -7.21 -20.90 12.47 6.09
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