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 10-24-14 4.15 7.19 -1.48 -0.96 13.20 18.61 15.39
Style
Large Cap TR 10-24-14 4.12 8.03 -1.61 -0.65 14.35 18.55 14.78
Large Core TR 10-24-14 4.18 9.57 -0.49 1.33 15.08 20.97 16.01
Large Growth TR 10-24-14 4.94 9.70 -1.06 0.53 16.38 18.93 15.82
Large Value TR 10-24-14 3.21 4.84 -3.33 -3.81 11.58 15.94 12.59
Mid Cap TR 10-24-14 4.38 6.55 -1.24 -1.50 12.02 19.09 17.12
Mid Core TR 10-24-14 4.47 8.91 -1.15 -1.28 14.42 19.99 18.19
Mid Growth TR 10-24-14 4.56 4.87 -0.79 -0.23 10.03 15.88 16.35
Mid Value TR 10-24-14 4.11 6.08 -1.80 -3.03 11.83 21.55 16.80
Small Cap TR 10-24-14 3.73 0.18 -0.78 -2.67 4.70 17.51 16.08
Small Core TR 10-24-14 3.76 1.77 -0.90 -2.69 6.65 17.62 15.33
Small Growth TR 10-24-14 4.01 -3.65 -1.06 -2.08 -0.48 16.04 16.24
Small Value TR 10-24-14 3.41 2.35 -0.38 -3.24 8.05 18.83 16.61
US Core TR 10-24-14 4.21 8.87 -0.65 0.52 14.33 20.54 16.46
US Growth TR 10-24-14 4.81 7.83 -1.00 0.21 13.92 18.12 16.02
US Value TR 10-24-14 3.40 4.92 -2.84 -3.62 11.37 17.28 13.73
Sector
Cyclical TR 10-24-14 3.48 1.96 -3.10 -2.30 7.55 19.43 13.83
— Basic Materials TR 10-24-14 3.64 3.64 -6.01 -4.40 8.13 12.22 10.62
— Consumer Cyclical TR 10-24-14 3.62 -1.66 -2.96 -2.58 4.60 19.92 20.11
— Financial Services TR 10-24-14 3.44 1.11 -4.15 -1.94 8.63 22.27 10.66
— Real Estate TR 10-24-14 3.07 18.96 4.17 -0.88 12.30 13.94 16.65
Defensive TR 10-24-14 4.92 13.40 -0.89 2.68 17.80 20.92 16.61
— Consumer Defensive TR 10-24-14 2.93 8.24 -0.65 1.91 11.98 16.64 15.21
— Healthcare TR 10-24-14 6.60 16.13 -2.14 3.11 22.54 27.09 20.33
— Utilities TR 10-24-14 3.74 17.37 3.92 3.03 16.34 12.78 13.20
Sensitive TR 10-24-14 4.19 4.32 -4.56 -5.39 11.34 15.56 13.85
— Communication Services TR 10-24-14 3.01 2.97 -3.81 -3.91 8.20 19.75 18.52
— Energy TR 10-24-14 3.43 -1.09 -8.29 -13.95 2.27 9.66 10.62
— Industrials TR 10-24-14 4.54 1.59 -1.81 -2.37 9.69 19.35 16.65
— Technology TR 10-24-14 4.65 9.54 -4.70 -3.03 18.44 15.66 14.10
Moat
Morningstar Wide Moat Focus TR 10-24-14 2.09 7.02 -2.68 -0.67 11.24 21.04 16.50
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 10-24-14 2.62 3.26 -2.23 -1.06 10.89 15.03 13.92
NASDAQ Composite PR PR 10-24-14 5.29 7.35 -1.57 0.26 14.12 18.43 15.79
NYSE Composite PR --- 10-24-14 3.24 1.75 -2.78 -4.13 5.52 11.93 8.41
Russell 2000 TR TR 10-24-14 3.38 -2.87 -0.73 -2.92 1.31 16.58 14.77
S&P 500 TR TR 10-24-14 4.14 8.03 -1.56 -0.67 14.46 18.67 15.12
S&P MidCap 400 TR 10-24-14 4.18 3.75 -1.15 -2.33 8.21 17.57 16.13
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Bond Indexes
Broad Market
Core Bond TR 10-24-14 -0.22 5.38 1.38 1.53 4.30 3.19 4.41
Intermediate Core Bond TR 10-24-14 -0.16 5.07 1.34 1.62 3.87 3.25 4.33
Long-Term Core Bond TR 10-24-14 -0.65 12.54 2.72 2.67 9.89 5.69 7.94
Short-Term Core Bond TR 10-24-14 -0.04 1.31 0.54 0.62 1.29 1.31 1.94
Corporate
Corp Bond TR 10-24-14 -0.25 7.04 1.32 1.16 6.59 5.71 6.51
Intermediate Corp Bond TR 10-24-14 -0.21 4.97 1.08 0.99 4.80 5.81 6.36
Long-Term Corp Bond TR 10-24-14 -0.41 11.80 2.05 1.71 10.69 7.43 8.75
Short-Term Corp Bond TR 10-24-14 -0.06 1.98 0.47 0.52 2.17 3.22 3.48
Government
Intermediate US Govt Bond TR 10-24-14 -0.31 3.89 1.73 1.65 2.29 1.78 3.90
Long-Term US Govt Bond TR 10-24-14 -0.95 14.09 3.54 3.87 9.55 4.03 7.02
Short-Term US Govt Bond TR 10-24-14 -0.03 1.11 0.56 0.65 1.02 0.75 1.45
US Govt Bond TR 10-24-14 -0.30 4.38 1.52 1.61 3.08 1.87 3.55
Other
Mortgage Bond TR 10-24-14 -0.09 5.51 1.26 1.73 4.24 3.21 4.09
TIPS TR 10-24-14 -0.75 4.84 0.87 -1.13 1.82 1.61 4.71
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 10-24-14 -0.26 5.34 1.35 1.46 4.36 3.05 4.37
Barclays US Government TR TR 10-24-14 -0.30 4.25 1.47 1.57 3.05 1.85 3.47
Barclays US MBS TR TR 10-24-14 -0.09 5.29 1.23 1.66 4.14 2.61 3.63
BofAML US HY Master II TR TR 10-24-14 0.94 4.71 0.40 -0.48 6.06 9.83 10.21
USTREAS T-Bill Auction Ave 3 --- 09-30-14 --- 0.03 0.00 0.01 0.04 0.06 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 09-30-14 --- 6.59 -1.29 0.70 3.67 0.32 3.87
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 10-24-14 -0.43 8.45 1.00 2.05 8.31 5.03 5.22
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 10-24-14 2.30 -1.21 -2.81 -6.31 -2.90 6.67 8.70
Euronext BEL 20 PR EUR PR 10-24-14 3.01 5.27 -4.05 -3.68 5.92 12.50 3.86
Euronext Paris CAC 40 NR EUR TR 10-24-14 2.37 -1.92 -6.40 -6.23 -1.12 11.58 4.58
Euronext Paris CAC 40 PR EUR PR 10-24-14 2.37 -3.89 -6.45 -6.39 -3.43 8.64 1.63
FSE DAX PR EUR PR 10-24-14 1.55 -8.47 -6.98 -8.23 -2.65 10.41 5.89
FSE DAX TR EUR TR 10-24-14 1.55 -5.91 -6.98 -8.23 0.08 14.07 9.38
FTSE 100 PR GBP PR 10-24-14 1.24 -5.34 -4.73 -6.34 -4.83 4.82 4.03
FTSE 100 TR GBP TR 10-24-14 1.35 -2.43 -4.59 -5.42 -1.45 8.76 7.82
FTSE 250 PR GBP PR 10-24-14 2.25 -5.31 -2.88 -4.19 -2.82 12.96 10.11
Hang Seng Hong Kong Composite PR HKD TR 10-24-14 1.14 -1.97 -2.60 -3.77 0.58 7.39 0.58
Hang Seng HSI PR HKD PR 10-24-14 1.21 -0.02 -2.59 -3.48 2.04 7.51 0.62
MSCI AC Far East Ex Japan PR USD PR 10-24-14 1.72 -0.37 -3.77 -6.70 -1.07 5.53 3.64
MSCI ACWI PR USD PR 10-24-14 3.08 0.17 -3.42 -5.47 2.80 10.01 6.75
MSCI EAFE NR USD TR 10-24-14 2.39 -4.94 -5.08 -9.18 -3.70 9.21 5.22
MSCI EAFE PR LCL PR 10-24-14 3.01 -2.25 -4.49 -4.37 0.47 10.43 3.95
MSCI EASEA PR LCL PR 10-24-14 2.36 -1.38 -4.02 -4.97 -0.15 8.65 3.56
MSCI EM Latin America PR USD PR 10-24-14 -3.57 -4.95 -8.07 -14.59 -11.12 -6.19 -5.36
MSCI EM PR LCL PR 10-24-14 0.69 0.69 -3.99 -5.42 0.30 4.63 2.45
MSCI EM PR USD PR 10-24-14 0.78 -1.83 -4.92 -8.93 -4.50 1.21 0.34
MSCI Europe NR USD TR 10-24-14 1.85 -6.20 -6.01 -10.35 -3.86 9.97 5.14
MSCI Europe PR LCL PR 10-24-14 2.37 -2.15 -4.89 -5.41 -0.64 8.71 3.81
MSCI Hong Kong PR USD PR 10-24-14 1.34 3.64 0.17 -2.38 4.74 11.03 5.91
MSCI Japan NR USD TR 10-24-14 4.07 -6.48 -5.11 -7.11 -5.72 7.05 5.02
MSCI Japan PR LCL PR 10-24-14 5.53 -5.30 -6.24 -1.93 2.91 18.04 6.40
MSCI North America NR USD TR 10-24-14 4.02 7.05 -1.82 -1.50 12.75 16.80 13.69
MSCI Pacific Ex Japan NR USD TR 10-24-14 2.48 3.85 -0.27 -6.49 -0.48 9.12 6.60
MSCI Pacific Ex Japan PR LCL PR 10-24-14 2.18 1.73 0.37 -3.06 1.43 8.61 2.76
MSCI Pacific NR USD TR 10-24-14 3.45 -2.74 -3.31 -6.86 -3.76 7.85 5.61
MSCI Pacific PR LCL PR 10-24-14 4.23 -2.86 -3.83 -2.40 2.26 14.03 4.70
MSCI World ex USA NR USD TR 10-24-14 2.40 -4.19 -5.06 -9.13 -2.97 8.76 5.21
MSCI World Ex USA PR LCL PR 10-24-14 2.94 -1.42 -4.44 -4.45 1.30 9.98 3.98
Nikkei 225 Average PR JPY PR 10-24-14 5.22 -6.14 -5.42 0.05 5.56 20.02 8.26
S&P BSE SENSEX India INR PR 10-23-14 3.28 26.83 0.28 2.69 29.29 16.95 9.82
S&P/ASX All Ordinaries PR PR 10-24-14 2.65 0.86 0.44 -3.18 0.48 7.77 2.13
S&P/TSX Composite PR PR 10-24-14 2.22 6.77 -3.81 -5.53 9.15 6.14 5.02
Shanghai SE Composite PR CNY PR 10-24-14 -1.66 8.80 -1.76 9.37 6.37 -0.97 -5.82
SIX SMI CHF PR 10-24-14 3.42 4.01 -3.01 -1.21 3.63 13.80 5.99
SIX SMI TR CHF PR 10-24-14 3.42 7.24 -3.01 -1.13 6.87 17.52 9.40
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
Aggressive Target Risk TR 10-24-14 2.98 2.73 -2.54 -4.17 6.09 13.68 11.39
Conservative Target Risk TR 10-24-14 0.32 3.28 0.11 -0.76 3.30 4.73 5.12
Moderate Target Risk TR 10-24-14 1.73 3.39 -1.22 -2.44 5.29 9.78 8.76
Moderately Aggr Target Risk TR 10-24-14 2.44 2.95 -1.99 -3.44 5.69 11.99 10.27
Moderately Cons Target Risk TR 10-24-14 1.04 3.39 -0.54 -1.54 4.39 7.38 7.02
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Target-Date Indexes
Lifetime Aggressive 2000 TR 10-24-14 1.35 3.81 -0.67 -1.63 5.19 8.44 8.29
Lifetime Aggressive 2005 TR 10-24-14 1.48 4.02 -0.76 -1.75 5.58 9.15 8.81
Lifetime Aggressive 2010 TR 10-24-14 1.66 4.14 -0.91 -1.95 5.97 9.99 9.40
Lifetime Aggressive 2015 TR 10-24-14 1.91 4.16 -1.14 -2.24 6.36 10.99 10.06
Lifetime Aggressive 2020 TR 10-24-14 2.25 4.02 -1.47 -2.65 6.69 12.11 10.74
Lifetime Aggressive 2025 TR 10-24-14 2.62 3.72 -1.86 -3.15 6.86 13.13 11.30
Lifetime Aggressive 2030 TR 10-24-14 2.91 3.34 -2.21 -3.61 6.80 13.76 11.59
Lifetime Aggressive 2035 TR 10-24-14 3.05 3.02 -2.43 -3.93 6.57 13.93 11.62
Lifetime Aggressive 2040 TR 10-24-14 3.06 2.80 -2.53 -4.12 6.29 13.82 11.50
Lifetime Aggressive 2045 TR 10-24-14 3.03 2.64 -2.58 -4.26 6.02 13.65 11.35
Lifetime Aggressive 2050 TR 10-24-14 2.98 2.49 -2.63 -4.38 5.76 13.47 11.18
Lifetime Aggressive 2055 TR 10-24-14 2.94 2.34 -2.68 -4.51 5.49 13.28 11.01
Lifetime Aggressive Income TR 10-24-14 1.34 3.71 -0.66 -1.62 5.04 8.18 8.05
Lifetime Conservative 2000 TR 10-24-14 0.34 3.56 0.11 -0.88 3.34 4.74 5.74
Lifetime Conservative 2005 TR 10-24-14 0.38 3.97 0.14 -0.86 3.80 5.28 6.18
Lifetime Conservative 2010 TR 10-24-14 0.47 4.32 0.11 -0.90 4.30 5.98 6.72
Lifetime Conservative 2015 TR 10-24-14 0.61 4.60 0.02 -1.01 4.80 6.78 7.29
Lifetime Conservative 2020 TR 10-24-14 0.79 4.79 -0.11 -1.18 5.25 7.64 7.90
Lifetime Conservative 2025 TR 10-24-14 1.03 4.85 -0.33 -1.46 5.68 8.68 8.59
Lifetime Conservative 2030 TR 10-24-14 1.38 4.70 -0.69 -1.90 6.05 9.93 9.37
Lifetime Conservative 2035 TR 10-24-14 1.80 4.33 -1.15 -2.47 6.26 11.14 10.06
Lifetime Conservative 2040 TR 10-24-14 2.17 3.87 -1.59 -3.03 6.25 12.00 10.51
Lifetime Conservative 2045 TR 10-24-14 2.38 3.50 -1.87 -3.43 6.06 12.30 10.63
Lifetime Conservative 2050 TR 10-24-14 2.43 3.27 -2.02 -3.67 5.84 12.34 10.61
Lifetime Conservative 2055 TR 10-24-14 2.43 3.11 -2.10 -3.84 5.61 12.25 10.49
Lifetime Conservative Income TR 10-24-14 0.34 3.42 0.10 -0.90 3.20 4.54 5.53
Lifetime Moderate 2000 TR 10-24-14 0.87 3.69 -0.30 -1.28 4.31 6.67 7.08
Lifetime Moderate 2005 TR 10-24-14 0.94 3.99 -0.32 -1.32 4.72 7.28 7.54
Lifetime Moderate 2010 TR 10-24-14 1.07 4.23 -0.41 -1.44 5.15 8.02 8.09
Lifetime Moderate 2015 TR 10-24-14 1.25 4.39 -0.56 -1.63 5.58 8.88 8.69
Lifetime Moderate 2020 TR 10-24-14 1.51 4.41 -0.80 -1.92 6.00 9.96 9.40
Lifetime Moderate 2025 TR 10-24-14 1.88 4.24 -1.16 -2.38 6.36 11.20 10.16
Lifetime Moderate 2030 TR 10-24-14 2.30 3.88 -1.61 -2.94 6.55 12.34 10.79
Lifetime Moderate 2035 TR 10-24-14 2.63 3.46 -2.01 -3.45 6.50 13.06 11.15
Lifetime Moderate 2040 TR 10-24-14 2.80 3.11 -2.26 -3.81 6.29 13.30 11.23
Lifetime Moderate 2045 TR 10-24-14 2.83 2.90 -2.37 -4.01 6.03 13.24 11.13
Lifetime Moderate 2050 TR 10-24-14 2.81 2.74 -2.44 -4.16 5.78 13.11 11.00
Lifetime Moderate 2055 TR 10-24-14 2.77 2.59 -2.49 -4.29 5.53 12.94 10.84
Lifetime Moderate Income TR 10-24-14 0.86 3.57 -0.30 -1.27 4.17 6.45 6.86
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Commodity Indexes
Long/Flat Commodity TR 10-24-14 -0.06 -5.43 0.17 -2.64 -5.35 -4.71 0.63
Long/Short Commodity TR 10-24-14 -0.35 -5.12 -1.26 -0.73 -2.00 -4.03 0.04
Long-Only Commodity TR 10-24-14 -0.48 -10.27 -4.22 -11.56 -10.23 -4.91 1.14
Short/Flat Commodity TR 10-24-14 -0.34 0.33 -1.43 1.91 3.60 0.61 -0.54
Short-Only Commodity TR 10-24-14 0.26 8.65 3.80 12.40 10.01 1.91 -3.88
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