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 05-26-17 1.44 8.47 1.12 2.31 18.38 10.27 15.17
Style
US Core TR 05-26-17 1.44 9.31 1.28 2.54 20.97 11.17 16.31
US Growth TR 05-26-17 1.97 15.14 3.41 6.99 18.88 11.35 15.09
US Large Cap TR 05-26-17 1.55 9.33 1.71 2.93 18.49 10.69 15.20
US Large Core TR 05-26-17 1.59 10.61 2.08 3.40 22.60 11.95 16.87
US Large Growth TR 05-26-17 2.17 16.49 3.93 7.97 19.19 12.22 15.61
US Large Val TR 05-26-17 0.88 1.63 -0.88 -2.29 13.93 7.91 13.19
US Mid Cap TR 05-26-17 1.20 7.42 0.17 1.32 17.71 9.48 15.39
US Mid Core TR 05-26-17 1.20 7.82 0.11 1.10 16.20 9.56 15.15
US Mid Growth TR 05-26-17 1.20 12.26 1.95 4.61 17.14 8.96 13.61
US Mid Val TR 05-26-17 1.20 2.38 -1.52 -1.63 19.94 9.86 17.50
US Small Cap TR 05-26-17 1.00 2.93 -2.12 -1.07 19.26 8.11 14.04
US Small Core TR 05-26-17 0.74 2.00 -2.64 -1.18 19.78 8.37 14.30
US Small Growth TR 05-26-17 1.99 9.49 1.94 3.58 20.98 8.81 13.76
US Small Val TR 05-26-17 0.25 -2.40 -5.52 -5.49 16.79 7.13 14.02
US Value TR 05-26-17 0.90 1.49 -1.33 -2.39 15.35 8.27 14.13
Sector
US Cyclcl Sup Sec TR 05-26-17 1.28 5.94 -0.58 0.38 18.94 10.71 16.16
US Basic Materials TR 05-26-17 0.58 7.69 -1.60 0.72 16.85 5.43 11.29
US Consumr Cyclcl TR 05-26-17 1.51 11.27 0.50 4.95 17.25 11.70 16.69
US Financial Services TR 05-26-17 1.40 2.70 -1.03 -2.44 24.56 11.92 18.53
US Real Estate TR 05-26-17 0.61 2.22 -1.22 -1.83 5.16 7.88 9.80
US Dfnsve Sup Sec TR 05-26-17 1.64 10.28 1.60 2.45 10.22 11.20 15.69
US Consumr Dfnsve TR 05-26-17 2.16 9.29 2.44 2.76 10.50 11.81 14.09
US Healthcare TR 05-26-17 1.09 10.87 0.72 1.79 9.24 10.65 18.09
US Utilities TR 05-26-17 2.56 10.54 3.00 4.32 13.58 12.32 12.86
US Snstve Sup Sec TR 05-26-17 1.46 9.57 2.29 3.91 23.56 9.46 14.23
US Commun Svc Capped TR 05-26-17 2.07 3.35 -1.61 -0.38 16.07 10.26 16.21
US Energy Capped TR 05-26-17 -2.50 -11.62 -3.18 -5.87 0.48 -9.42 2.24
US Industrials TR 05-26-17 1.78 7.73 0.63 2.04 21.42 9.89 16.32
US Technology TR 05-26-17 2.32 20.32 5.50 9.06 35.88 17.47 17.80
Moat
Morningstar Wide Moat Focus TR 05-26-17 1.39 10.53 0.61 1.91 19.12 11.19 17.01
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 05-26-17 1.35 7.78 0.84 1.86 21.29 11.02 13.93
NASDAQ Composite PR PR 05-26-17 2.08 15.36 3.07 6.24 26.69 14.05 16.96
NYSE Composite PR --- 05-26-17 0.77 5.20 0.34 0.78 11.42 2.88 9.07
Russell 2000 TR TR 05-26-17 1.11 2.35 -2.52 -0.53 23.01 8.59 14.10
S&P 500 TR TR 05-26-17 1.47 8.81 1.42 2.56 18.04 10.64 15.33
S&P MidCap 400 TR 05-26-17 0.93 4.61 -1.07 -0.15 18.52 9.77 14.83
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 05-26-17 0.00 2.18 0.68 1.05 1.40 2.77 2.45
US Inter Core Bd TR Bond TR 05-26-17 0.06 1.91 0.64 0.99 1.31 2.77 2.51
US Lng Core Bd TR Bond TR 05-26-17 -0.11 4.05 1.25 1.90 1.98 4.66 3.92
US Shrt Core Bd TR Bond TR 05-26-17 0.01 0.95 0.21 0.39 1.07 1.14 1.17
Corporate
US Corp Bd TR Bond TR 05-26-17 -0.02 3.24 0.96 1.56 4.05 3.53 4.16
US Inter Corp Bd TR Bond TR 05-26-17 0.02 3.06 0.74 1.48 3.69 3.23 4.07
US Lng Corp Bd TR Bond TR 05-26-17 -0.06 4.47 1.49 2.20 5.52 4.82 5.41
US Shrt Corp Bd TR Bond TR 05-26-17 0.02 1.54 0.33 0.66 2.16 1.77 2.37
Government
US Gov Bd TR Bond TR 05-26-17 -0.05 1.80 0.46 0.78 -0.28 2.03 1.35
US Inter Gov Bd TR Bond TR 05-26-17 -0.02 1.86 0.44 0.84 0.19 2.05 1.41
US Lng Gov Bd TR Bond TR 05-26-17 -0.16 3.58 0.98 1.56 -1.95 4.67 2.54
US Shrt Gov Bd TR Bond TR 05-26-17 0.00 0.66 0.15 0.25 0.54 0.84 0.75
Other
Mortgage TR Bond TR 05-26-17 0.10 1.66 0.70 0.92 1.18 2.91 2.63
US TIPS TR TR 05-26-17 -0.21 1.51 -0.10 -0.13 1.77 1.13 0.47
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 05-26-17 0.03 2.08 0.66 1.00 1.28 2.56 2.30
BBgBarc US Government TR TR 05-26-17 0.00 1.70 0.46 0.74 -0.27 1.99 1.35
BBgBarc US MBS TR TR 05-26-17 0.09 1.54 0.65 0.87 0.98 2.44 2.09
BofAML US HY Master II TR TR 05-26-17 0.33 4.68 0.94 1.96 13.89 4.80 7.32
USTREAS T-Bill Auction Ave 3 --- 04-30-17 --- 0.22 0.07 0.18 0.46 0.21 0.15
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-17 --- 2.22 1.17 2.00 -2.21 3.18 1.44
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 05-26-17 0.36 3.62 1.35 2.31 1.19 3.48 3.29
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 05-26-17 1.06 16.04 2.35 9.75 6.19 -9.43 -2.53
Euronext BEL 20 PR EUR PR 05-26-17 -1.23 8.17 0.26 9.09 10.95 7.44 12.98
Euronext Paris CAC 40 NR EUR TR 05-26-17 0.35 11.09 1.82 11.45 20.89 8.12 14.61
Euronext Paris CAC 40 PR EUR PR 05-26-17 0.23 9.76 0.92 10.14 18.26 5.64 11.85
FSE DAX PR EUR PR 05-26-17 -0.28 7.09 -0.74 4.52 19.51 5.51 11.52
FSE DAX TR EUR TR 05-26-17 -0.29 9.76 1.04 6.76 22.68 8.40 14.73
FTSE 100 PR GBP PR 05-26-17 1.03 5.67 3.55 4.20 20.46 3.46 7.12
FTSE 100 TR GBP TR 05-26-17 1.05 7.70 4.15 5.35 25.27 7.46 11.22
FTSE 250 PR GBP PR 05-26-17 1.07 10.77 1.76 7.73 16.47 8.43 13.96
Hang Seng Hong Kong Composite PR HKD TR 05-26-17 1.81 16.47 3.48 6.56 26.15 3.48 6.26
Hang Seng HSI PR HKD PR 05-26-17 1.84 16.54 4.32 6.98 25.70 3.74 6.50
MSCI AC Far East Ex Japan PR USD PR 05-26-17 1.98 20.76 4.58 9.67 28.36 2.82 5.76
MSCI ACWI PR USD PR 05-26-17 1.06 10.11 1.80 4.31 15.60 3.45 9.12
MSCI EAFE NR USD TR 05-26-17 0.20 13.68 3.14 9.09 15.98 1.51 9.88
MSCI EAFE PR LCL PR 05-26-17 0.41 7.03 1.35 4.83 16.18 4.73 10.70
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 05-26-17 0.35 8.54 1.25 6.16 16.12 3.87 9.41
MSCI EM Latin America PR USD PR 05-26-17 2.74 10.52 -0.79 -1.20 24.60 -8.17 -5.28
MSCI EM PR LCL PR 05-26-17 1.59 13.46 3.20 6.74 21.22 3.87 5.67
MSCI EM PR USD PR 05-26-17 2.14 17.94 3.51 7.79 26.66 -0.80 2.43
MSCI Europe NR USD TR 05-26-17 -0.10 16.30 4.28 13.23 15.64 0.03 10.15
MSCI Europe PR LCL PR 05-26-17 0.34 8.90 1.75 7.00 17.30 4.38 9.96
MSCI Hong Kong PR USD PR 05-26-17 0.75 17.58 1.97 6.83 21.15 4.30 8.57
MSCI Japan NR USD TR 05-26-17 0.89 8.26 2.07 2.54 16.45 7.06 10.57
MSCI Japan PR LCL PR 05-26-17 0.62 2.39 1.69 0.73 15.91 8.34 16.09
MSCI North America NR USD TR 05-26-17 1.42 8.26 1.20 2.11 16.98 8.95 13.71
MSCI Pacific Ex Japan NR USD TR 05-26-17 0.59 11.19 -0.62 1.77 18.73 0.72 7.63
MSCI Pacific Ex Japan PR LCL PR 05-26-17 0.49 6.98 -1.27 2.24 12.13 1.58 7.04
MSCI Pacific NR USD TR 05-26-17 0.79 9.24 1.14 2.28 17.22 4.71 9.52
MSCI Pacific PR LCL PR 05-26-17 0.57 3.94 0.66 1.26 14.71 5.70 12.35
MSCI World ex USA NR USD TR 05-26-17 0.23 12.49 2.80 7.96 15.35 1.10 9.20
MSCI World Ex USA PR LCL PR 05-26-17 0.36 6.44 1.09 4.31 15.67 4.44 10.23
Nikkei 225 Average PR JPY PR 05-26-17 0.49 2.99 2.06 2.09 17.38 10.47 18.07
S&P BSE SENSEX India INR PR 05-26-17 1.85 16.53 2.97 7.39 17.68 7.88 13.86
S&P/ASX All Ordinaries PR PR 05-26-17 0.40 1.27 -2.44 0.09 6.24 1.80 7.25
S&P/TSX Composite PR PR 05-26-17 -0.27 0.85 -1.49 -0.75 9.74 1.56 5.90
SIX SMI PR CHF PR 05-26-17 0.22 10.00 2.40 6.06 9.87 1.25 9.04
SIX SMI TR CHF PR 05-26-17 0.24 13.50 2.90 9.43 13.65 4.63 12.55
SSE Composite PR CNY PR 05-26-17 0.63 0.21 -0.98 -4.41 10.19 15.06 5.91
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 05-26-17 1.09 9.34 1.30 3.63 18.08 6.35 11.85
Con Tgt Risk TR USD TR 05-26-17 0.23 3.57 0.77 1.57 4.64 2.50 3.59
Mod Agg Tgt Risk TR USD TR 05-26-17 0.92 8.19 1.22 3.21 15.37 5.66 10.26
Mod Con Tgt Risk TR USD TR 05-26-17 0.48 5.09 0.93 2.09 8.23 3.86 6.05
Mod Tgt Risk TR USD TR 05-26-17 0.71 6.53 1.01 2.54 11.72 4.78 8.18
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 05-26-17 0.44 4.62 0.71 1.60 8.09 3.78 6.55
Lifetime Agg 2005 TR USD TR 05-26-17 0.47 4.96 0.77 1.76 8.67 4.04 7.12
Lifetime Agg 2010 TR USD TR 05-26-17 0.52 5.43 0.85 1.97 9.52 4.37 7.84
Lifetime Agg 2015 TR USD TR 05-26-17 0.59 5.99 0.93 2.21 10.63 4.75 8.71
Lifetime Agg 2020 TR USD TR 05-26-17 0.69 6.66 1.01 2.48 12.09 5.18 9.74
Lifetime Agg 2025 TR USD TR 05-26-17 0.79 7.40 1.08 2.76 13.84 5.62 10.75
Lifetime Agg 2030 TR USD TR 05-26-17 0.89 8.07 1.14 3.02 15.50 5.95 11.46
Lifetime Agg 2035 TR USD TR 05-26-17 0.96 8.51 1.17 3.19 16.62 6.08 11.75
Lifetime Agg 2040 TR USD TR 05-26-17 0.98 8.71 1.18 3.29 17.11 6.05 11.75
Lifetime Agg 2045 TR USD TR 05-26-17 0.98 8.80 1.19 3.35 17.24 5.93 11.66
Lifetime Agg 2050 TR USD TR 05-26-17 0.98 8.87 1.20 3.40 17.30 5.81 11.54
Lifetime Agg 2055 TR USD TR 05-26-17 0.98 8.93 1.21 3.45 17.36 5.67 11.42
Lifetime Agg Incm TR USD TR 05-26-17 0.44 4.62 0.71 1.60 8.10 3.77 6.42
Lifetime Con 2000 TR USD TR 05-26-17 0.17 3.02 0.52 1.07 4.36 2.22 3.42
Lifetime Con 2005 TR USD TR 05-26-17 0.19 3.24 0.59 1.20 4.58 2.43 3.80
Lifetime Con 2010 TR USD TR 05-26-17 0.22 3.60 0.68 1.38 5.03 2.71 4.33
Lifetime Con 2015 TR USD TR 05-26-17 0.26 4.04 0.77 1.59 5.72 3.05 4.97
Lifetime Con 2020 TR USD TR 05-26-17 0.32 4.53 0.86 1.81 6.58 3.41 5.69
Lifetime Con 2025 TR USD TR 05-26-17 0.39 5.09 0.94 2.05 7.64 3.81 6.59
Lifetime Con 2030 TR USD TR 05-26-17 0.48 5.78 1.03 2.33 9.13 4.28 7.72
Lifetime Con 2035 TR USD TR 05-26-17 0.61 6.60 1.10 2.65 11.07 4.78 8.90
Lifetime Con 2040 TR USD TR 05-26-17 0.73 7.39 1.16 2.95 13.07 5.20 9.82
Lifetime Con 2045 TR USD TR 05-26-17 0.81 7.95 1.20 3.16 14.48 5.42 10.25
Lifetime Con 2050 TR USD TR 05-26-17 0.85 8.26 1.22 3.29 15.25 5.46 10.38
Lifetime Con 2055 TR USD TR 05-26-17 0.87 8.42 1.24 3.36 15.56 5.40 10.36
Lifetime Con Incm TR USD TR 05-26-17 0.17 3.02 0.52 1.07 4.37 2.21 3.35
Lifetime Mod 2000 TR USD TR 05-26-17 0.30 3.76 0.60 1.29 6.11 2.97 5.02
Lifetime Mod 2005 TR USD TR 05-26-17 0.32 4.03 0.67 1.43 6.49 3.20 5.47
Lifetime Mod 2010 TR USD TR 05-26-17 0.36 4.43 0.75 1.62 7.11 3.50 6.07
Lifetime Mod 2015 TR USD TR 05-26-17 0.41 4.91 0.83 1.83 7.96 3.84 6.79
Lifetime Mod 2020 TR USD TR 05-26-17 0.48 5.47 0.92 2.08 9.08 4.24 7.72
Lifetime Mod 2025 TR USD TR 05-26-17 0.59 6.19 1.00 2.36 10.65 4.72 8.86
Lifetime Mod 2030 TR USD TR 05-26-17 0.71 7.01 1.08 2.67 12.60 5.21 9.99
Lifetime Mod 2035 TR USD TR 05-26-17 0.82 7.75 1.13 2.95 14.46 5.58 10.79
Lifetime Mod 2040 TR USD TR 05-26-17 0.90 8.24 1.17 3.14 15.74 5.75 11.16
Lifetime Mod 2045 TR USD TR 05-26-17 0.93 8.49 1.19 3.25 16.31 5.75 11.21
Lifetime Mod 2050 TR USD TR 05-26-17 0.93 8.60 1.20 3.32 16.51 5.65 11.15
Lifetime Mod 2055 TR USD TR 05-26-17 0.93 8.69 1.21 3.38 16.62 5.54 11.05
Lifetime Mod Incm TR USD TR 05-26-17 0.30 3.76 0.60 1.29 6.12 2.97 4.92
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 05-26-17 -0.13 -6.47 0.59 -3.72 -9.91 -6.38 -4.78
Lng/Shrt Cmdty TR TR 05-26-17 0.44 -6.91 0.44 -2.12 -9.90 -5.48 -5.16
Lng-Only Cmdty TR TR 05-26-17 -1.30 -6.11 0.03 -5.07 -4.96 -18.12 -9.36
Shrt/Flt Cmdty TR TR 05-26-17 1.37 -0.09 0.70 1.59 0.52 1.14 -0.41
Shrt-Only Cmdty TR TR 05-26-17 1.50 6.77 0.14 5.25 1.79 16.50 5.88
top arrow

Content Partners