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 09-27-16 1.04 7.67 -0.16 9.09 13.63 10.25 15.30
Style
US Core TR 09-27-16 1.03 9.42 -0.05 10.12 15.89 10.84 16.57
US Growth TR 09-27-16 1.31 3.40 0.06 9.36 8.37 10.58 14.85
US Large Cap TR 09-27-16 0.87 6.80 -0.10 8.50 14.09 10.70 15.27
US Large Core TR 09-27-16 0.87 9.12 0.23 10.14 17.11 11.16 16.80
US Large Growth TR 09-27-16 1.19 2.26 0.09 8.86 8.61 11.87 15.48
US Large Val TR 09-27-16 0.53 9.44 -0.66 6.40 17.16 8.98 13.64
US Mid Cap TR 09-27-16 1.48 9.59 -0.30 9.99 12.13 9.60 15.53
US Mid Core TR 09-27-16 1.38 8.85 -0.81 9.01 12.22 10.70 16.34
US Mid Growth TR 09-27-16 1.75 6.48 -0.05 9.86 6.89 7.50 12.85
US Mid Val TR 09-27-16 1.30 13.64 0.00 11.26 17.60 10.67 17.47
US Small Cap TR 09-27-16 1.47 11.59 -0.31 12.78 13.08 7.29 14.79
US Small Core TR 09-27-16 1.53 13.51 -0.65 13.44 14.35 8.15 14.98
US Small Growth TR 09-27-16 1.22 7.88 0.11 13.19 9.68 5.75 13.88
US Small Val TR 09-27-16 1.64 13.33 -0.43 11.57 15.16 7.99 15.50
US Value TR 09-27-16 0.77 10.53 -0.51 7.72 17.11 9.26 14.55
Sector
US Cyclcl Sup Sec TR 09-27-16 0.83 3.94 -0.78 10.11 8.96 8.64 16.26
US Basic Materials TR 09-27-16 1.85 12.28 -2.09 7.50 21.74 5.47 9.46
US Consumr Cyclcl TR 09-27-16 1.39 3.12 -1.19 8.60 7.18 9.17 17.63
US Financial Services TR 09-27-16 -0.30 0.86 -0.49 13.73 5.28 7.81 17.34
US Real Estate TR 09-27-16 2.45 12.26 0.39 4.64 19.82 13.29 14.20
US Dfnsve Sup Sec TR 09-27-16 0.82 5.91 0.05 4.29 12.63 13.75 17.05
US Consumr Dfnsve TR 09-27-16 0.54 8.04 -1.61 1.22 14.81 12.83 15.02
US Healthcare TR 09-27-16 0.92 1.93 0.45 7.72 9.16 14.48 20.26
US Utilities TR 09-27-16 1.13 18.76 3.00 -0.77 22.51 14.02 12.66
US Snstve Sup Sec TR 09-27-16 1.35 12.15 0.20 11.65 18.39 9.50 13.70
US Commun Svc TR 09-27-16 2.35 14.56 2.10 5.68 19.00 12.05 17.11
US Energy TR 09-27-16 0.00 12.47 -3.63 3.30 9.69 -5.42 3.46
US Industrials TR 09-27-16 1.59 10.01 -0.97 9.55 17.17 9.56 16.32
US Technology TR 09-27-16 1.42 12.31 2.03 18.61 21.21 15.73 15.92
Moat
Morningstar Wide Moat Focus TR 09-27-16 0.89 17.72 -1.93 9.49 24.74 9.69 17.33
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 09-27-16 0.54 6.74 -0.73 7.06 14.75 8.76 13.10
NASDAQ Composite PR PR 09-27-16 1.23 5.96 1.66 15.48 13.21 11.95 15.81
NYSE Composite PR --- 09-27-16 1.00 5.15 -0.78 6.94 8.20 3.27 8.65
Russell 2000 TR TR 09-27-16 1.48 10.91 0.80 14.80 12.72 6.52 14.47
S&P 500 TR TR 09-27-16 0.96 7.39 -0.26 8.55 14.33 10.79 15.40
S&P MidCap 400 TR 09-27-16 1.25 11.76 -0.85 9.45 13.14 9.13 15.15
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 09-27-16 0.71 6.05 0.41 0.71 5.93 4.25 3.40
US Inter Core Bd TR Bond TR 09-27-16 0.42 4.76 0.50 0.64 4.77 3.93 3.33
US Lng Core Bd TR Bond TR 09-27-16 1.84 13.39 0.39 1.50 13.10 8.48 6.08
US Shrt Core Bd TR Bond TR 09-27-16 0.15 2.19 0.28 0.11 1.91 1.40 1.34
Corporate
US Corp Bd TR Bond TR 09-27-16 0.95 9.15 0.29 1.89 8.81 5.56 5.37
US Inter Corp Bd TR Bond TR 09-27-16 0.47 7.12 0.55 1.48 6.67 4.61 5.19
US Lng Corp Bd TR Bond TR 09-27-16 1.73 14.62 0.21 3.04 14.17 8.35 7.23
US Shrt Corp Bd TR Bond TR 09-27-16 0.15 3.16 0.23 0.54 3.05 2.18 2.78
Government
US Gov Bd TR Bond TR 09-27-16 0.77 5.33 0.54 -0.11 4.94 3.48 2.35
US Inter Gov Bd TR Bond TR 09-27-16 0.52 4.71 0.73 -0.24 4.03 3.08 2.24
US Lng Gov Bd TR Bond TR 09-27-16 1.98 12.18 0.60 -0.18 12.01 9.01 5.23
US Shrt Gov Bd TR Bond TR 09-27-16 0.15 1.74 0.31 -0.08 1.38 1.10 0.87
Other
Mortgage TR Bond TR 09-27-16 0.37 4.22 0.41 0.78 4.60 4.06 3.30
TIPS TR TR 09-27-16 1.26 7.35 0.98 1.38 7.03 2.46 1.99
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 09-27-16 0.70 6.01 0.47 0.67 5.78 4.09 3.20
Barclays US Government TR TR 09-27-16 0.75 5.22 0.52 -0.14 4.79 3.41 2.32
Barclays US MBS TR TR 09-27-16 0.32 3.81 0.52 0.72 4.03 3.64 2.71
BofAML US HY Master II TR TR 09-27-16 0.60 14.71 0.21 6.34 10.84 5.03 7.79
USTREAS T-Bill Auction Ave 3 --- 08-31-16 --- 0.19 0.03 0.07 0.23 0.10 0.09
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-16 --- 7.60 -0.97 2.77 7.80 5.88 3.25
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 09-27-16 0.27 4.13 -0.41 -0.35 5.98 5.58 4.45
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 09-27-16 1.02 3.83 -2.74 3.32 11.65 -9.17 -0.64
Euronext BEL 20 PR EUR PR 09-28-16 0.13 -3.49 0.59 11.26 7.63 8.21 10.79
Euronext Paris CAC 40 NR EUR TR 09-28-16 0.63 -2.10 -0.11 8.57 4.46 4.38 10.96
Euronext Paris CAC 40 PR EUR PR 09-28-16 0.52 -4.41 -0.21 8.40 1.73 1.92 8.15
FSE DAX PR EUR PR 09-27-16 -0.31 -6.44 -2.14 11.74 3.75 3.26 9.57
FSE DAX TR EUR TR 09-28-16 0.02 -2.84 -1.41 10.49 10.07 6.42 13.35
FTSE 100 PR GBP PR 09-28-16 0.21 9.72 0.17 11.55 14.94 1.69 5.59
FTSE 100 TR GBP TR 09-28-16 0.22 13.31 0.23 12.61 19.54 5.51 9.59
FTSE 250 PR GBP PR 09-28-16 -0.79 2.08 -0.77 14.77 7.09 6.03 12.13
Hang Seng Hong Kong Composite PR HKD TR 09-28-16 -1.23 4.50 2.20 15.36 8.40 -0.29 5.03
Hang Seng HSI PR HKD PR 09-28-16 -0.94 6.99 2.34 16.23 10.67 0.34 5.42
MSCI AC Far East Ex Japan PR USD PR 09-27-16 1.38 11.82 2.37 15.20 16.25 0.17 4.58
MSCI ACWI PR USD PR 09-27-16 1.02 4.56 -0.20 9.98 8.66 2.74 7.63
MSCI EAFE NR USD TR 09-27-16 1.13 1.43 -0.04 12.30 5.33 0.06 6.87
MSCI EAFE PR LCL PR 09-27-16 0.49 -4.25 0.47 10.50 0.34 2.08 7.83
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 09-27-16 -0.01 -1.34 -0.69 10.56 3.02 2.04 6.91
MSCI EM Latin America PR USD PR 09-27-16 1.63 30.26 -2.32 14.44 25.89 -10.61 -7.39
MSCI EM PR LCL PR 09-27-16 0.68 9.93 0.86 10.99 11.31 1.66 4.44
MSCI EM PR USD PR 09-27-16 1.37 14.73 1.08 14.67 15.46 -3.05 0.39
MSCI Europe NR USD TR 09-27-16 0.06 -1.29 -1.73 12.53 0.68 -1.18 6.49
MSCI Europe PR LCL PR 09-27-16 -0.25 -2.02 -0.77 11.20 2.32 2.32 7.19
MSCI Hong Kong PR USD PR 09-27-16 0.26 9.87 3.94 15.46 14.21 3.37 8.07
MSCI Japan NR USD TR 09-28-16 -1.31 3.66 3.29 12.04 11.19 3.03 7.58
MSCI Japan PR LCL PR 09-28-16 -2.04 -14.74 2.70 8.92 -8.38 2.06 11.57
MSCI North America NR USD TR 09-27-16 0.92 7.40 -0.36 8.50 13.08 9.11 13.57
MSCI Pacific Ex Japan NR USD TR 09-27-16 2.06 10.68 0.30 12.10 18.95 -0.06 6.38
MSCI Pacific Ex Japan PR LCL PR 09-27-16 1.23 3.36 -0.11 7.94 7.71 0.25 5.63
MSCI Pacific NR USD TR 09-27-16 3.00 6.76 3.03 12.07 14.68 2.22 7.58
MSCI Pacific PR LCL PR 09-27-16 1.81 -8.10 2.75 9.54 -3.07 1.55 9.25
MSCI World ex USA NR USD TR 09-27-16 1.04 2.66 -0.29 11.78 5.80 -0.12 6.30
MSCI World Ex USA PR LCL PR 09-27-16 0.48 -3.12 0.40 10.21 0.94 2.25 7.43
Nikkei 225 Average PR JPY PR 09-28-16 -2.04 -13.49 0.64 7.45 -6.69 3.71 13.83
S&P BSE SENSEX India INR PR 09-28-16 -0.75 8.33 1.84 6.67 10.45 12.77 11.46
S&P/ASX All Ordinaries PR PR 09-28-16 1.30 2.91 -1.91 6.19 6.90 1.23 6.06
S&P/TSX Composite PR PR 09-27-16 0.25 11.90 -0.56 6.34 8.82 4.26 4.25
SIX SMI PR CHF PR 09-28-16 -0.08 -6.78 0.63 5.74 -1.92 0.68 8.17
SIX SMI TR CHF PR 09-28-16 -0.08 -3.38 0.72 6.00 1.65 3.98 11.74
SSE Composite PR CNY PR 09-28-16 -1.26 -15.58 -2.69 2.59 -3.64 11.42 4.55
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 09-27-16 1.12 8.63 -0.01 10.13 12.37 5.87 11.05
Con Tgt Risk TR USD TR 09-27-16 0.73 6.66 0.27 2.59 7.05 3.42 4.22
Mod Agg Tgt Risk TR USD TR 09-27-16 1.04 8.42 0.06 8.51 11.29 5.47 9.76
Mod Con Tgt Risk TR USD TR 09-27-16 0.82 7.34 0.20 4.52 8.72 4.43 6.33
Mod Tgt Risk TR USD TR 09-27-16 0.94 7.98 0.13 6.45 10.15 5.06 8.11
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 09-27-16 0.86 6.76 0.11 4.52 8.18 4.47 6.96
Lifetime Agg 2005 TR USD TR 09-27-16 0.91 7.14 0.08 4.86 8.72 4.80 7.53
Lifetime Agg 2010 TR USD TR 09-27-16 0.97 7.51 0.05 5.37 9.32 5.15 8.21
Lifetime Agg 2015 TR USD TR 09-27-16 1.02 7.83 0.01 6.01 9.94 5.49 9.01
Lifetime Agg 2020 TR USD TR 09-27-16 1.06 8.06 -0.03 6.85 10.56 5.80 9.87
Lifetime Agg 2025 TR USD TR 09-27-16 1.10 8.19 -0.07 7.84 11.14 6.01 10.63
Lifetime Agg 2030 TR USD TR 09-27-16 1.11 8.26 -0.10 8.78 11.58 6.04 11.07
Lifetime Agg 2035 TR USD TR 09-27-16 1.12 8.31 -0.12 9.41 11.82 5.94 11.15
Lifetime Agg 2040 TR USD TR 09-27-16 1.13 8.37 -0.12 9.70 11.90 5.79 11.05
Lifetime Agg 2045 TR USD TR 09-27-16 1.13 8.44 -0.11 9.80 11.93 5.63 10.91
Lifetime Agg 2050 TR USD TR 09-27-16 1.14 8.51 -0.10 9.87 11.94 5.48 10.76
Lifetime Agg 2055 TR USD TR 09-27-16 1.15 8.59 -0.09 9.93 11.95 5.32 10.60
Lifetime Agg Incm TR USD TR 09-27-16 0.86 6.77 0.11 4.52 8.17 4.41 6.77
Lifetime Con 2000 TR USD TR 09-27-16 0.76 6.38 0.27 2.48 6.51 3.15 4.11
Lifetime Con 2005 TR USD TR 09-27-16 0.81 6.87 0.25 2.62 7.06 3.52 4.56
Lifetime Con 2010 TR USD TR 09-27-16 0.88 7.37 0.22 2.91 7.69 3.94 5.15
Lifetime Con 2015 TR USD TR 09-27-16 0.95 7.85 0.18 3.32 8.36 4.35 5.79
Lifetime Con 2020 TR USD TR 09-27-16 1.01 8.28 0.15 3.82 9.02 4.74 6.49
Lifetime Con 2025 TR USD TR 09-27-16 1.07 8.62 0.11 4.44 9.66 5.11 7.33
Lifetime Con 2030 TR USD TR 09-27-16 1.11 8.85 0.06 5.29 10.31 5.46 8.30
Lifetime Con 2035 TR USD TR 09-27-16 1.15 8.96 0.02 6.38 10.93 5.70 9.21
Lifetime Con 2040 TR USD TR 09-27-16 1.16 8.98 -0.02 7.49 11.42 5.77 9.80
Lifetime Con 2045 TR USD TR 09-27-16 1.17 9.02 -0.04 8.28 11.73 5.69 9.99
Lifetime Con 2050 TR USD TR 09-27-16 1.18 9.10 -0.05 8.71 11.91 5.57 9.98
Lifetime Con 2055 TR USD TR 09-27-16 1.20 9.21 -0.05 8.91 12.02 5.45 9.90
Lifetime Con Incm TR USD TR 09-27-16 0.76 6.38 0.27 2.48 6.51 3.10 3.98
Lifetime Mod 2000 TR USD TR 09-27-16 0.81 6.51 0.18 3.45 7.32 3.82 5.58
Lifetime Mod 2005 TR USD TR 09-27-16 0.86 6.93 0.15 3.68 7.84 4.16 6.07
Lifetime Mod 2010 TR USD TR 09-27-16 0.92 7.37 0.12 4.06 8.44 4.53 6.68
Lifetime Mod 2015 TR USD TR 09-27-16 0.98 7.76 0.09 4.56 9.07 4.90 7.38
Lifetime Mod 2020 TR USD TR 09-27-16 1.03 8.08 0.05 5.21 9.70 5.26 8.23
Lifetime Mod 2025 TR USD TR 09-27-16 1.08 8.30 0.01 6.10 10.35 5.60 9.20
Lifetime Mod 2030 TR USD TR 09-27-16 1.11 8.41 -0.04 7.20 10.97 5.82 10.04
Lifetime Mod 2035 TR USD TR 09-27-16 1.13 8.45 -0.08 8.24 11.43 5.86 10.54
Lifetime Mod 2040 TR USD TR 09-27-16 1.14 8.49 -0.09 8.96 11.70 5.77 10.68
Lifetime Mod 2045 TR USD TR 09-27-16 1.14 8.56 -0.10 9.30 11.82 5.63 10.61
Lifetime Mod 2050 TR USD TR 09-27-16 1.15 8.64 -0.09 9.44 11.88 5.49 10.50
Lifetime Mod 2055 TR USD TR 09-27-16 1.16 8.73 -0.09 9.53 11.92 5.34 10.36
Lifetime Mod Incm TR USD TR 09-27-16 0.81 6.51 0.18 3.45 7.31 3.76 5.42
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 09-27-16 -0.41 -0.21 0.47 -1.52 -0.26 -3.25 -3.22
Lng/Shrt Cmdty TR TR 09-27-16 -0.03 -4.96 0.71 -0.02 -3.31 -2.20 -2.88
Lng-Only Cmdty TR TR 09-27-16 -0.64 6.69 -2.68 -4.75 -8.01 -16.25 -10.28
Shrt/Flt Cmdty TR TR 09-27-16 0.41 -4.43 0.37 1.57 -2.67 1.15 0.32
Shrt-Only Cmdty TR TR 09-27-16 0.77 -11.40 2.71 4.74 4.08 14.69 7.19
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