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 06-27-16 -4.22 -1.30 -4.67 -0.98 -4.19 9.26 11.31
Style
US Core TR 06-27-16 -3.87 -0.64 -4.17 -0.29 -3.94 9.05 12.30
US Growth TR 06-27-16 -4.42 -5.45 -5.90 -2.25 -7.27 10.91 11.57
US Large Cap TR 06-27-16 -3.70 -1.56 -4.48 -1.17 -2.82 9.60 11.77
US Large Core TR 06-27-16 -3.33 -0.93 -3.85 -0.27 -2.55 9.04 12.86
US Large Growth TR 06-27-16 -4.11 -6.06 -6.04 -3.17 -5.72 12.25 12.84
US Large Val TR 06-27-16 -3.70 2.86 -3.45 0.07 0.10 7.47 9.64
US Mid Cap TR 06-27-16 -5.38 -0.36 -5.06 -0.68 -6.64 9.00 10.53
US Mid Core TR 06-27-16 -5.01 -0.15 -4.79 -0.37 -6.20 10.04 11.65
US Mid Growth TR 06-27-16 -5.09 -3.08 -5.58 -0.03 -10.90 7.67 8.20
US Mid Val TR 06-27-16 -6.07 2.13 -4.85 -1.63 -2.69 9.31 11.73
US Small Cap TR 06-27-16 -6.19 -1.05 -5.47 0.46 -11.03 6.27 8.60
US Small Core TR 06-27-16 -5.97 0.07 -5.75 -0.77 -11.11 6.45 8.21
US Small Growth TR 06-27-16 -5.75 -4.69 -4.95 2.88 -13.47 5.96 8.12
US Small Val TR 06-27-16 -6.83 1.57 -5.65 -0.52 -8.37 6.41 9.53
US Value TR 06-27-16 -4.40 2.61 -3.89 -0.32 -1.07 7.79 10.06
Sector
Cyclical TR 06-27-16 -5.62 -5.61 -7.44 -2.79 -8.23 7.27 10.97
— Basic Materials TR 06-27-16 -6.47 4.45 -5.56 0.59 -6.99 6.24 3.76
— Consumer Cyclical TR 06-27-16 -5.67 -5.05 -5.94 -4.00 -6.14 9.47 14.15
— Financial Services TR 06-27-16 -6.88 -11.31 -11.53 -4.85 -15.13 4.75 10.18
— Real Estate TR 06-27-16 -0.51 7.28 1.68 5.62 13.29 10.54 10.83
Defensive TR 06-27-16 -1.92 1.55 -1.23 2.44 0.46 13.75 15.38
— Consumer Defensive TR 06-27-16 -1.31 6.74 0.65 2.45 11.31 13.13 14.61
— Healthcare TR 06-27-16 -3.15 -5.37 -3.98 1.61 -10.36 14.38 16.82
— Utilities TR 06-27-16 1.34 19.69 5.12 5.59 26.50 14.42 13.37
Sensitive TR 06-27-16 -4.65 0.45 -4.69 -1.78 -3.85 8.13 9.19
— Communication Services TR 06-27-16 -0.80 8.40 0.23 2.58 5.68 10.67 13.66
— Energy TR 06-27-16 -4.51 8.87 -3.31 5.47 -13.41 -4.22 0.13
— Industrials TR 06-27-16 -5.86 0.41 -5.01 -3.03 -2.71 9.53 10.70
— Technology TR 06-27-16 -5.19 -5.31 -6.81 -4.97 -4.54 12.23 11.41
Moat
Morningstar Wide Moat Focus TR 06-27-16 -5.88 7.52 -5.91 1.72 2.48 10.25 13.47
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 06-27-16 -3.73 -0.29 -3.95 -1.49 -1.92 7.09 10.09
NASDAQ Composite PR PR 06-27-16 -5.02 -8.25 -6.87 -3.75 -9.57 10.54 11.31
NYSE Composite PR --- 06-27-16 -4.56 -1.67 -4.74 -1.12 -9.66 2.94 4.43
Russell 2000 TR TR 06-27-16 -5.86 -3.38 -5.18 1.33 -13.61 5.01 7.74
--- TR 06-27-16 -3.96 -1.06 -4.56 -1.21 -2.71 9.72 11.72
S&P MidCap 400 TR 06-27-16 -5.24 2.11 -4.94 0.62 -6.02 8.45 9.98
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 06-27-16 0.89 5.31 1.86 2.83 6.90 4.26 3.85
US Inter Core Bd TR Bond TR 06-27-16 0.58 4.09 1.26 2.06 5.84 4.10 3.59
US Lng Core Bd TR Bond TR 06-27-16 2.12 11.71 4.25 6.27 14.92 8.01 7.58
US Shrt Core Bd TR Bond TR 06-27-16 0.32 2.08 0.76 1.16 2.24 1.54 1.36
Corporate
US Corp Bd TR Bond TR 06-27-16 0.92 7.13 2.09 3.95 7.82 5.35 5.19
US Inter Corp Bd TR Bond TR 06-27-16 0.60 5.56 1.68 3.03 5.91 4.70 4.65
US Lng Corp Bd TR Bond TR 06-27-16 1.53 11.24 3.24 6.17 12.52 7.66 7.30
US Shrt Corp Bd TR Bond TR 06-27-16 0.24 2.61 0.74 1.51 2.78 2.38 2.50
Government
US Gov Bd TR Bond TR 06-27-16 1.17 5.45 2.36 2.92 7.13 3.58 3.30
US Inter Gov Bd TR Bond TR 06-27-16 0.96 4.96 2.03 2.59 6.38 3.35 2.95
US Lng Gov Bd TR Bond TR 06-27-16 2.76 12.38 5.38 6.48 17.70 8.77 7.94
US Shrt Gov Bd TR Bond TR 06-27-16 0.35 1.82 0.76 0.99 1.96 1.25 1.00
Other
Mortgage TR Bond TR 06-27-16 0.41 3.41 0.84 1.61 5.56 4.23 3.53
TIPS TR TR 06-27-16 0.94 5.89 1.49 2.69 4.80 2.33 2.55
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 06-27-16 0.86 5.30 1.84 2.84 6.65 4.10 3.63
Barclays US Government TR TR 06-27-16 1.15 5.37 2.33 2.82 6.92 3.52 3.24
Barclays US MBS TR TR 06-27-16 0.39 3.06 0.81 1.52 4.90 3.77 2.94
BofAML US HY Master II TR TR 06-27-16 -1.13 7.86 -0.13 4.84 -0.04 3.81 5.56
USTREAS T-Bill Auction Ave 3 --- 05-31-16 --- 0.12 0.02 0.07 0.17 0.08 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 05-31-16 --- 4.70 0.06 -0.46 4.63 3.24 4.29
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 06-27-16 0.74 4.49 1.81 3.22 8.07 5.66 5.26
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 06-27-16 -1.40 0.50 -1.56 -5.97 -12.24 -10.32 -4.92
Euronext BEL 20 PR EUR PR 06-27-16 -8.48 -15.11 -10.85 -6.76 -15.55 7.25 4.63
Euronext Paris CAC 40 NR EUR TR 06-27-16 -8.15 -12.13 -11.27 -6.11 -19.13 4.40 3.66
Euronext Paris CAC 40 PR EUR PR 06-27-16 -8.20 -14.07 -11.74 -7.97 -21.24 1.93 0.97
FSE DAX PR EUR PR 06-27-16 -6.96 -16.27 -9.99 -8.33 -21.73 2.22 2.28
FSE DAX TR EUR TR 06-27-16 -6.96 -13.72 -9.89 -5.91 -19.35 5.07 5.45
FTSE 100 PR GBP PR 06-27-16 -3.58 -4.17 -4.60 -2.04 -11.42 -1.41 0.89
FTSE 100 TR GBP TR 06-27-16 -3.54 -1.97 -4.32 -0.91 -7.85 2.27 4.71
FTSE 250 PR GBP PR 06-27-16 -11.74 -14.12 -13.14 -10.23 -16.02 2.74 5.32
Hang Seng Hong Kong Composite PR HKD TR 06-28-16 -2.64 -9.80 -2.29 -2.08 -26.07 -1.60 -2.78
Hang Seng HSI PR HKD PR 06-28-16 -2.84 -8.36 -2.41 -1.30 -24.69 -1.17 -1.86
MSCI AC Far East Ex Japan PR USD PR 06-27-16 -2.28 -2.93 -1.30 -2.47 -18.89 -1.46 -2.64
MSCI ACWI PR USD PR 06-27-16 -5.31 -4.93 -5.77 -3.08 -12.26 2.22 2.88
MSCI EAFE NR USD TR 06-27-16 -7.98 -9.68 -8.71 -5.05 -17.62 0.19 1.43
MSCI EAFE PR LCL PR 06-27-16 -5.12 -13.35 -8.35 -6.36 -19.63 1.48 2.94
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 06-27-16 -5.37 -10.76 -8.10 -5.09 -16.94 1.28 1.94
MSCI EM Latin America PR USD PR 06-27-16 -3.44 13.83 1.18 0.11 -18.15 -12.96 -13.45
MSCI EM PR LCL PR 06-27-16 -2.08 -0.95 -1.93 -2.04 -13.44 0.91 -0.73
MSCI EM PR USD PR 06-27-16 -3.24 0.05 -1.70 -2.19 -18.97 -4.75 -6.51
MSCI Europe NR USD TR 06-27-16 -11.04 -12.28 -12.20 -7.50 -21.19 -0.84 0.41
MSCI Europe PR LCL PR 06-27-16 -5.99 -11.89 -8.90 -5.91 -17.86 1.31 2.04
MSCI Hong Kong PR USD PR 06-27-16 -1.55 -4.84 -1.48 -1.15 -17.64 1.84 1.58
MSCI Japan NR USD TR 06-27-16 -1.91 -6.43 -2.07 -0.40 -10.71 3.19 4.64
MSCI Japan PR LCL PR 06-27-16 -4.46 -21.57 -9.35 -10.81 -27.97 2.54 7.49
MSCI North America NR USD TR 06-27-16 -4.08 -1.02 -4.55 -0.94 -4.55 8.27 9.82
MSCI Pacific Ex Japan NR USD TR 06-27-16 -3.25 -1.26 -2.48 -0.77 -11.06 -0.35 1.05
MSCI Pacific Ex Japan PR LCL PR 06-27-16 -2.16 -4.24 -4.04 -0.58 -12.57 0.66 1.48
MSCI Pacific NR USD TR 06-27-16 -2.36 -4.74 -2.21 -0.52 -10.82 1.96 3.36
MSCI Pacific PR LCL PR 06-27-16 -3.65 -16.10 -7.55 -7.37 -23.12 1.65 4.86
MSCI World ex USA NR USD TR 06-27-16 -7.70 -8.16 -8.31 -4.36 -17.16 0.08 1.02
MSCI World Ex USA PR LCL PR 06-27-16 -4.89 -12.09 -7.95 -5.72 -18.80 1.69 2.68
Nikkei 225 Average PR JPY PR 06-28-16 -5.23 -19.49 -8.98 -10.57 -26.00 3.86 9.69
S&P BSE SENSEX India INR PR 06-27-16 -1.73 1.09 -0.94 4.20 -5.07 11.84 7.48
S&P/ASX All Ordinaries PR PR 06-28-16 -3.24 -3.09 -5.30 0.54 -6.44 2.75 2.75
S&P/TSX Composite PR PR 06-27-16 -2.32 5.23 -2.95 2.48 -7.55 4.47 1.09
SIX SMI PR CHF PR 06-27-16 -3.87 -13.88 -8.42 -2.33 -15.69 -0.34 4.86
SIX SMI TR CHF PR 06-27-16 -3.87 -10.95 -8.42 -0.41 -12.72 2.87 8.28
SSE Composite PR CNY PR 06-28-16 1.18 -17.71 3.24 -1.53 -30.54 13.74 1.09
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq TR 12-21-12 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
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 06-27-16 -4.84 -1.36 -4.67 -0.91 -8.03 5.11 6.51
Con Tgt Risk TR USD TR 06-27-16 -0.54 3.97 0.33 1.96 3.09 3.15 3.64
Mod Agg Tgt Risk TR USD TR 06-27-16 -3.93 -0.08 -3.60 -0.13 -5.74 4.83 6.07
Mod Con Tgt Risk TR USD TR 06-27-16 -1.64 2.70 -0.95 1.30 0.59 4.04 4.78
Mod Tgt Risk TR USD TR 06-27-16 -2.73 1.44 -2.22 0.62 -2.41 4.52 5.55
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 06-27-16 -1.99 2.15 -1.51 1.11 -1.04 4.28 5.18
Lifetime Agg 2005 TR USD TR 06-27-16 -2.14 2.17 -1.63 1.14 -1.19 4.60 5.55
Lifetime Agg 2010 TR USD TR 06-27-16 -2.38 2.04 -1.86 1.09 -1.62 4.92 5.93
Lifetime Agg 2015 TR USD TR 06-27-16 -2.72 1.72 -2.23 0.94 -2.38 5.24 6.31
Lifetime Agg 2020 TR USD TR 06-27-16 -3.19 1.13 -2.77 0.64 -3.59 5.51 6.67
Lifetime Agg 2025 TR USD TR 06-27-16 -3.77 0.33 -3.45 0.22 -5.16 5.65 6.90
Lifetime Agg 2030 TR USD TR 06-27-16 -4.33 -0.47 -4.09 -0.22 -6.69 5.58 6.93
Lifetime Agg 2035 TR USD TR 06-27-16 -4.70 -1.01 -4.50 -0.53 -7.73 5.39 6.80
Lifetime Agg 2040 TR USD TR 06-27-16 -4.85 -1.21 -4.65 -0.65 -8.22 5.19 6.60
Lifetime Agg 2045 TR USD TR 06-27-16 -4.89 -1.24 -4.66 -0.67 -8.42 5.03 6.41
Lifetime Agg 2050 TR USD TR 06-27-16 -4.90 -1.24 -4.65 -0.66 -8.57 4.88 6.22
Lifetime Agg 2055 TR USD TR 06-27-16 -4.90 -1.22 -4.63 -0.65 -8.72 4.73 6.03
Lifetime Agg Incm TR USD TR 06-27-16 -1.99 2.16 -1.50 1.11 -1.00 4.18 5.05
Lifetime Con 2000 TR USD TR 06-27-16 -0.68 3.80 0.07 1.95 1.99 3.05 3.55
Lifetime Con 2005 TR USD TR 06-27-16 -0.69 4.14 0.15 2.14 2.39 3.41 3.95
Lifetime Con 2010 TR USD TR 06-27-16 -0.78 4.34 0.13 2.27 2.53 3.81 4.40
Lifetime Con 2015 TR USD TR 06-27-16 -0.95 4.39 -0.01 2.31 2.41 4.19 4.85
Lifetime Con 2020 TR USD TR 06-27-16 -1.19 4.29 -0.24 2.28 2.04 4.54 5.27
Lifetime Con 2025 TR USD TR 06-27-16 -1.51 4.01 -0.58 2.15 1.34 4.90 5.69
Lifetime Con 2030 TR USD TR 06-27-16 -2.00 3.39 -1.15 1.84 0.04 5.23 6.10
Lifetime Con 2035 TR USD TR 06-27-16 -2.66 2.42 -1.94 1.34 -1.83 5.41 6.39
Lifetime Con 2040 TR USD TR 06-27-16 -3.33 1.39 -2.74 0.79 -3.78 5.38 6.49
Lifetime Con 2045 TR USD TR 06-27-16 -3.81 0.69 -3.28 0.39 -5.13 5.19 6.38
Lifetime Con 2050 TR USD TR 06-27-16 -4.05 0.35 -3.54 0.20 -5.86 5.00 6.23
Lifetime Con 2055 TR USD TR 06-27-16 -4.14 0.28 -3.60 0.15 -6.16 4.86 6.06
Lifetime Con Incm TR USD TR 06-27-16 -0.68 3.80 0.07 1.95 2.00 2.99 3.40
Lifetime Mod 2000 TR USD TR 06-27-16 -1.34 2.95 -0.74 1.53 0.42 3.71 4.42
Lifetime Mod 2005 TR USD TR 06-27-16 -1.42 3.14 -0.76 1.65 0.54 4.04 4.80
Lifetime Mod 2010 TR USD TR 06-27-16 -1.57 3.18 -0.88 1.69 0.42 4.38 5.20
Lifetime Mod 2015 TR USD TR 06-27-16 -1.81 3.06 -1.11 1.64 0.00 4.72 5.60
Lifetime Mod 2020 TR USD TR 06-27-16 -2.16 2.73 -1.48 1.49 -0.78 5.07 6.02
Lifetime Mod 2025 TR USD TR 06-27-16 -2.67 2.07 -2.08 1.16 -2.13 5.39 6.41
Lifetime Mod 2030 TR USD TR 06-27-16 -3.32 1.13 -2.86 0.66 -3.95 5.53 6.67
Lifetime Mod 2035 TR USD TR 06-27-16 -3.95 0.19 -3.59 0.15 -5.70 5.46 6.71
Lifetime Mod 2040 TR USD TR 06-27-16 -4.38 -0.43 -4.07 -0.21 -6.91 5.27 6.59
Lifetime Mod 2045 TR USD TR 06-27-16 -4.56 -0.68 -4.26 -0.35 -7.46 5.08 6.40
Lifetime Mod 2050 TR USD TR 06-27-16 -4.61 -0.72 -4.29 -0.38 -7.71 4.92 6.23
Lifetime Mod 2055 TR USD TR 06-27-16 -4.63 -0.72 -4.28 -0.38 -7.88 4.78 6.04
Lifetime Mod Incm TR USD TR 06-27-16 -1.34 2.96 -0.73 1.53 0.44 3.63 4.29
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 06-27-16 -1.53 1.33 0.71 2.09 -1.02 -2.03 -3.19
Lng/Shrt Cmdty TR TR 06-27-16 -1.35 -4.95 -0.02 -0.87 -4.78 -2.06 -3.01
Lng-Only Cmdty TR TR 06-27-16 -3.77 12.01 0.24 11.61 -16.73 -13.85 -9.89
Shrt/Flt Cmdty TR TR 06-27-16 0.15 -5.90 -0.56 -2.56 -3.56 0.11 0.16
Shrt-Only Cmdty TR TR 06-27-16 3.95 -15.41 -0.69 -11.58 11.95 11.23 6.57
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