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 06-22-17 0.04 9.50 1.85 4.26 19.44 9.31 15.14
Style
US Core TR 06-22-17 0.03 10.44 1.90 4.05 21.82 10.25 16.23
US Growth TR 06-22-17 0.69 16.29 2.28 8.20 21.48 10.51 15.24
US Large Cap TR 06-22-17 0.24 10.51 2.14 4.53 20.07 9.90 15.07
US Large Core TR 06-22-17 0.42 12.14 2.41 4.55 24.10 11.25 16.67
US Large Growth TR 06-22-17 0.74 17.50 2.40 8.56 22.22 11.55 15.67
US Large Val TR 06-22-17 -0.51 2.59 1.56 0.56 14.06 6.89 12.95
US Mid Cap TR 06-22-17 -0.46 7.91 1.01 3.59 17.28 8.12 15.70
US Mid Core TR 06-22-17 -0.85 7.82 0.62 2.68 15.31 8.18 15.44
US Mid Growth TR 06-22-17 0.30 13.46 1.49 6.81 18.50 7.71 14.03
US Mid Val TR 06-22-17 -0.89 2.64 0.90 1.36 18.13 8.41 17.70
US Small Cap TR 06-22-17 -0.60 3.95 1.30 3.47 19.22 6.53 14.24
US Small Core TR 06-22-17 -1.25 2.71 0.78 3.28 19.87 6.70 14.64
US Small Growth TR 06-22-17 1.32 11.92 3.34 8.35 22.29 7.37 14.11
US Small Val TR 06-22-17 -1.95 -2.48 -0.34 -1.30 15.10 5.40 13.86
US Value TR 06-22-17 -0.69 2.25 1.30 0.59 14.99 7.11 13.98
Sector
US Cyclcl Sup Sec TR 06-22-17 -0.68 7.28 2.15 3.86 22.20 10.12 16.22
US Basic Materials TR 06-22-17 -0.19 8.80 1.56 2.56 17.34 4.83 11.38
US Consumr Cyclcl TR 06-22-17 -0.04 11.58 1.27 5.27 17.84 11.16 16.92
US Financial Services TR 06-22-17 -1.33 4.50 2.77 2.95 32.05 11.06 18.34
US Real Estate TR 06-22-17 -0.36 4.92 2.87 4.48 4.90 8.10 10.09
US Dfnsve Sup Sec TR 06-22-17 1.26 13.80 4.40 5.86 12.40 10.97 15.95
US Consumr Dfnsve TR 06-22-17 -2.02 7.75 0.06 1.72 6.24 10.04 13.59
US Healthcare TR 06-22-17 3.86 18.35 7.63 8.93 16.95 11.68 18.89
US Utilities TR 06-22-17 -0.99 11.45 2.55 4.09 10.42 10.88 12.53
US Snstve Sup Sec TR 06-22-17 -0.13 8.81 0.06 3.65 22.07 7.73 13.96
US Commun Svc Capped TR 06-22-17 -2.44 1.93 0.14 0.52 12.16 9.58 14.80
US Energy Capped TR 06-22-17 -2.07 -15.32 -6.35 -7.64 -5.48 -12.83 1.94
US Industrials TR 06-22-17 -1.26 8.64 1.88 4.40 21.46 9.02 16.56
US Technology TR 06-22-17 1.49 19.72 0.81 7.48 36.44 15.80 17.35
Moat
Morningstar Wide Moat Focus TR 06-22-17 1.15 13.75 3.83 6.55 22.09 11.21 17.43
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 06-22-17 0.18 9.59 2.61 4.19 23.43 10.83 13.93
NASDAQ Composite PR PR 06-22-17 1.15 15.86 1.68 7.13 29.04 12.60 16.61
NYSE Composite PR --- 06-22-17 -0.24 5.93 1.10 2.50 11.83 2.06 8.99
Russell 2000 TR TR 06-22-17 -0.38 4.12 2.12 4.74 23.99 7.22 14.20
S&P 500 TR TR 06-22-17 0.10 9.81 1.87 4.19 19.20 9.74 15.20
S&P MidCap 400 TR 06-22-17 -0.95 5.31 1.09 3.04 18.30 8.51 15.41
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 06-22-17 0.19 2.93 0.78 2.17 1.23 3.05 2.51
US Inter Core Bd TR Bond TR 06-22-17 0.04 2.23 0.38 1.62 0.99 2.87 2.53
US Lng Core Bd TR Bond TR 06-22-17 0.63 6.42 2.29 4.99 2.27 5.52 4.10
US Shrt Core Bd TR Bond TR 06-22-17 0.06 1.03 0.09 0.59 0.72 1.22 1.17
Corporate
US Corp Bd TR Bond TR 06-22-17 0.28 4.41 1.16 3.16 3.94 3.91 4.16
US Inter Corp Bd TR Bond TR 06-22-17 0.07 3.58 0.55 2.28 3.12 3.43 4.02
US Lng Corp Bd TR Bond TR 06-22-17 0.51 6.66 2.11 5.14 5.78 5.48 5.48
US Shrt Corp Bd TR Bond TR 06-22-17 0.07 1.71 0.20 0.90 1.83 1.86 2.32
Government
US Gov Bd TR Bond TR 06-22-17 0.25 2.63 0.83 1.97 -0.49 2.44 1.45
US Inter Gov Bd TR Bond TR 06-22-17 0.05 2.24 0.41 1.62 -0.38 2.37 1.47
US Lng Gov Bd TR Bond TR 06-22-17 0.76 6.15 2.51 4.80 -1.62 5.77 2.84
US Shrt Gov Bd TR Bond TR 06-22-17 0.05 0.69 0.04 0.44 0.19 0.92 0.75
Other
Mortgage TR Bond TR 06-22-17 0.03 1.89 0.33 1.46 1.03 2.91 2.63
US TIPS TR TR 06-22-17 0.46 1.62 0.04 0.57 1.48 1.17 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 06-22-17 0.16 2.81 0.75 2.05 1.13 2.84 2.34
BBgBarc US Government TR TR 06-22-17 0.21 2.49 0.79 1.86 -0.49 2.38 1.44
BBgBarc US MBS TR TR 06-22-17 0.02 1.75 0.28 1.32 0.82 2.44 2.09
BofAML US HY Master II TR TR 06-22-17 -0.48 4.53 0.03 3.06 12.33 4.35 6.97
USTREAS T-Bill Auction Ave 3 --- 05-31-17 --- 0.30 0.08 0.21 0.52 0.24 0.17
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 06-22-17 0.06 4.14 0.73 2.86 0.72 3.68 3.39
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 06-22-17 -1.43 15.09 -0.55 5.36 3.90 -9.90 -3.12
Euronext BEL 20 PR EUR PR 06-22-17 -0.91 6.85 -1.09 3.31 11.60 6.77 12.63
Euronext Paris CAC 40 NR EUR TR 06-22-17 1.32 10.65 -0.04 7.59 23.35 7.72 14.05
Euronext Paris CAC 40 PR EUR PR 06-22-17 1.25 8.63 -0.77 5.75 20.59 5.16 11.31
FSE DAX PR EUR PR 06-22-17 0.80 8.51 1.19 5.01 23.64 5.68 12.11
FSE DAX TR EUR TR 06-22-17 0.81 11.44 1.38 7.48 27.04 8.61 15.36
FTSE 100 PR GBP PR 06-22-17 0.27 4.15 -0.76 1.56 18.82 2.91 6.17
FTSE 100 TR GBP TR 06-22-17 0.30 6.47 -0.45 2.76 23.60 6.91 10.22
FTSE 250 PR GBP PR 06-22-17 0.54 8.75 -1.28 4.38 15.34 7.57 12.68
Hang Seng Hong Kong Composite PR HKD TR 06-23-17 0.55 16.96 1.44 4.66 24.00 3.91 6.15
Hang Seng HSI PR HKD PR 06-23-17 0.22 16.74 1.10 5.57 23.07 4.04 6.22
MSCI AC Far East Ex Japan PR USD PR 06-22-17 1.07 21.97 1.93 7.64 25.70 3.11 5.68
MSCI ACWI PR USD PR 06-22-17 0.29 10.49 0.83 4.29 15.88 2.78 8.88
MSCI EAFE NR USD TR 06-22-17 0.50 13.91 -0.18 7.00 16.62 1.00 9.40
MSCI EAFE PR LCL PR 06-22-17 0.77 7.28 0.41 4.24 19.36 4.26 10.29
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 06-22-17 0.60 8.13 -0.19 4.12 17.92 3.57 8.97
MSCI EM Latin America PR USD PR 06-22-17 -1.98 6.16 -0.63 -4.62 15.13 -9.90 -6.29
MSCI EM PR LCL PR 06-22-17 1.19 13.47 1.08 5.00 19.14 3.58 5.22
MSCI EM PR USD PR 06-22-17 0.51 16.99 0.51 4.33 21.64 -1.13 1.92
MSCI Europe NR USD TR 06-22-17 0.68 15.53 -1.18 8.60 15.98 -0.49 9.53
MSCI Europe PR LCL PR 06-22-17 0.80 8.36 -0.25 4.48 19.18 3.93 9.45
MSCI Hong Kong PR USD PR 06-22-17 0.33 19.83 2.55 6.41 21.90 4.89 8.73
MSCI Japan NR USD TR 06-22-17 0.66 10.67 2.16 5.32 18.53 5.81 10.46
MSCI Japan PR LCL PR 06-22-17 1.35 4.76 2.43 4.71 23.67 7.00 15.73
MSCI North America NR USD TR 06-22-17 0.14 9.19 1.76 3.86 17.98 8.05 13.67
MSCI Pacific Ex Japan NR USD TR 06-22-17 -0.91 11.96 0.40 2.13 17.65 1.00 7.06
MSCI Pacific Ex Japan PR LCL PR 06-22-17 -0.55 6.87 -0.11 2.23 13.35 1.96 6.78
MSCI Pacific NR USD TR 06-22-17 0.13 11.10 1.56 4.23 18.24 4.09 9.24
MSCI Pacific PR LCL PR 06-22-17 0.70 5.49 1.57 3.88 20.18 5.08 12.07
MSCI World ex USA NR USD TR 06-22-17 0.53 12.75 -0.13 6.40 15.89 0.54 8.80
MSCI World Ex USA PR LCL PR 06-22-17 0.74 6.54 0.24 3.77 18.48 3.89 9.86
Nikkei 225 Average PR JPY PR 06-23-17 0.95 5.33 2.65 5.49 23.98 9.42 18.00
S&P BSE SENSEX India INR PR 06-23-17 0.26 16.94 2.55 6.16 15.32 7.55 12.90
S&P/ASX All Ordinaries PR PR 06-23-17 -0.92 0.62 -0.83 0.01 7.39 1.94 7.05
S&P/TSX Composite PR PR 06-22-17 0.39 -0.44 -1.54 -0.84 8.68 0.24 5.88
SIX SMI PR CHF PR 06-22-17 2.24 10.11 -0.37 5.64 13.54 1.32 8.61
SIX SMI TR CHF PR 06-22-17 2.24 13.62 -0.35 7.67 17.44 4.70 12.11
SSE Composite PR CNY PR 06-23-17 1.11 1.75 3.13 -2.79 9.19 15.98 6.91
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 06-22-17 0.08 9.98 1.13 4.46 17.91 5.49 11.78
Con Tgt Risk TR USD TR 06-22-17 0.09 3.99 0.54 2.18 4.13 2.43 3.61
Mod Agg Tgt Risk TR USD TR 06-22-17 0.07 8.80 1.04 4.03 15.11 4.96 10.21
Mod Con Tgt Risk TR USD TR 06-22-17 0.10 5.60 0.75 2.79 7.82 3.57 6.04
Mod Tgt Risk TR USD TR 06-22-17 0.07 7.08 0.90 3.33 11.36 4.29 8.14
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 06-22-17 0.03 4.86 0.42 2.33 7.68 3.30 6.52
Lifetime Agg 2005 TR USD TR 06-22-17 0.06 5.30 0.52 2.59 8.30 3.55 7.09
Lifetime Agg 2010 TR USD TR 06-22-17 0.08 5.88 0.64 2.91 9.21 3.85 7.80
Lifetime Agg 2015 TR USD TR 06-22-17 0.09 6.51 0.75 3.23 10.37 4.17 8.68
Lifetime Agg 2020 TR USD TR 06-22-17 0.08 7.23 0.83 3.55 11.89 4.51 9.69
Lifetime Agg 2025 TR USD TR 06-22-17 0.07 7.98 0.89 3.83 13.68 4.84 10.69
Lifetime Agg 2030 TR USD TR 06-22-17 0.04 8.62 0.90 4.05 15.33 5.07 11.38
Lifetime Agg 2035 TR USD TR 06-22-17 0.02 9.02 0.89 4.16 16.41 5.16 11.66
Lifetime Agg 2040 TR USD TR 06-22-17 0.01 9.20 0.87 4.21 16.83 5.11 11.65
Lifetime Agg 2045 TR USD TR 06-22-17 0.00 9.27 0.85 4.23 16.90 5.00 11.55
Lifetime Agg 2050 TR USD TR 06-22-17 0.00 9.33 0.84 4.24 16.92 4.88 11.43
Lifetime Agg 2055 TR USD TR 06-22-17 0.00 9.38 0.82 4.26 16.93 4.76 11.30
Lifetime Agg Incm TR USD TR 06-22-17 0.03 4.86 0.42 2.33 7.68 3.31 6.40
Lifetime Con 2000 TR USD TR 06-22-17 0.05 3.15 0.19 1.58 3.73 2.02 3.42
Lifetime Con 2005 TR USD TR 06-22-17 0.08 3.49 0.31 1.83 3.97 2.25 3.80
Lifetime Con 2010 TR USD TR 06-22-17 0.12 4.00 0.47 2.17 4.49 2.54 4.34
Lifetime Con 2015 TR USD TR 06-22-17 0.15 4.57 0.62 2.52 5.24 2.87 4.99
Lifetime Con 2020 TR USD TR 06-22-17 0.17 5.17 0.75 2.86 6.15 3.21 5.71
Lifetime Con 2025 TR USD TR 06-22-17 0.18 5.81 0.85 3.18 7.26 3.54 6.61
Lifetime Con 2030 TR USD TR 06-22-17 0.16 6.54 0.93 3.50 8.80 3.91 7.72
Lifetime Con 2035 TR USD TR 06-22-17 0.14 7.36 0.98 3.79 10.78 4.28 8.88
Lifetime Con 2040 TR USD TR 06-22-17 0.11 8.12 1.00 4.03 12.78 4.58 9.78
Lifetime Con 2045 TR USD TR 06-22-17 0.08 8.63 0.99 4.18 14.15 4.73 10.20
Lifetime Con 2050 TR USD TR 06-22-17 0.07 8.91 0.98 4.26 14.86 4.74 10.32
Lifetime Con 2055 TR USD TR 06-22-17 0.07 9.06 0.97 4.31 15.13 4.69 10.29
Lifetime Con Incm TR USD TR 06-22-17 0.05 3.15 0.19 1.58 3.73 2.02 3.36
Lifetime Mod 2000 TR USD TR 06-22-17 0.04 3.93 0.28 1.93 5.59 2.62 5.00
Lifetime Mod 2005 TR USD TR 06-22-17 0.06 4.31 0.39 2.18 6.00 2.86 5.45
Lifetime Mod 2010 TR USD TR 06-22-17 0.10 4.83 0.52 2.50 6.68 3.14 6.05
Lifetime Mod 2015 TR USD TR 06-22-17 0.11 5.41 0.65 2.82 7.58 3.45 6.78
Lifetime Mod 2020 TR USD TR 06-22-17 0.12 6.05 0.75 3.14 8.75 3.79 7.70
Lifetime Mod 2025 TR USD TR 06-22-17 0.11 6.81 0.83 3.47 10.38 4.16 8.83
Lifetime Mod 2030 TR USD TR 06-22-17 0.09 7.63 0.88 3.77 12.37 4.52 9.94
Lifetime Mod 2035 TR USD TR 06-22-17 0.05 8.33 0.90 3.99 14.22 4.79 10.73
Lifetime Mod 2040 TR USD TR 06-22-17 0.03 8.79 0.88 4.12 15.46 4.90 11.08
Lifetime Mod 2045 TR USD TR 06-22-17 0.02 9.00 0.87 4.18 15.97 4.88 11.11
Lifetime Mod 2050 TR USD TR 06-22-17 0.01 9.10 0.85 4.21 16.12 4.79 11.04
Lifetime Mod 2055 TR USD TR 06-22-17 0.01 9.18 0.84 4.23 16.18 4.68 10.94
Lifetime Mod Incm TR USD TR 06-22-17 0.04 3.93 0.28 1.93 5.59 2.63 4.91
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 06-22-17 -0.44 -7.51 -1.42 -0.54 -11.91 -7.01 -4.90
Lng/Shrt Cmdty TR TR 06-22-17 0.75 -6.57 0.89 2.32 -9.71 -5.56 -5.06
Lng-Only Cmdty TR TR 06-22-17 -2.85 -13.24 -9.52 -8.02 -14.44 -20.66 -10.09
Shrt/Flt Cmdty TR TR 06-22-17 2.75 7.04 9.26 8.47 8.63 3.65 0.87
Shrt-Only Cmdty TR TR 06-22-17 3.18 15.79 10.97 9.16 14.05 20.43 6.74
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