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 01-20-17 -0.21 1.56 0.16 7.00 26.03 9.17 13.87
Style
US Core TR 01-20-17 0.06 1.56 0.40 6.98 28.00 10.05 14.80
US Growth TR 01-20-17 -0.34 3.03 1.39 4.49 17.46 8.12 13.47
US Large Cap TR 01-20-17 -0.12 1.57 0.25 6.47 23.79 9.46 13.81
US Large Core TR 01-20-17 0.27 1.76 0.71 6.74 27.15 10.53 15.11
US Large Growth TR 01-20-17 -0.32 3.11 1.47 3.77 15.11 9.03 14.06
US Large Val TR 01-20-17 -0.29 0.00 -1.28 9.04 30.03 8.77 12.36
US Mid Cap TR 01-20-17 -0.27 1.79 0.27 7.69 30.53 8.70 14.20
US Mid Core TR 01-20-17 -0.26 1.56 0.29 6.56 27.47 8.96 14.06
US Mid Growth TR 01-20-17 -0.07 3.09 1.48 6.23 23.42 5.92 11.82
US Mid Val TR 01-20-17 -0.48 0.80 -0.92 10.36 41.64 11.38 16.83
US Small Cap TR 01-20-17 -0.94 0.84 -1.01 10.37 37.79 7.27 13.43
US Small Core TR 01-20-17 -1.00 -0.18 -1.97 10.77 37.40 8.39 13.73
US Small Growth TR 01-20-17 -1.26 2.10 0.33 7.05 29.16 4.45 11.94
US Small Val TR 01-20-17 -0.56 0.73 -1.25 13.27 47.43 8.98 14.61
US Value TR 01-20-17 -0.35 0.20 -1.21 9.61 33.40 9.32 13.43
Sector
US Cyclcl Sup Sec TR 01-20-17 -0.66 1.16 -0.47 11.00 29.73 9.44 15.42
US Basic Materials TR 01-20-17 0.29 2.79 1.05 10.03 43.07 5.69 8.50
US Consumr Cyclcl TR 01-20-17 -0.17 2.64 0.19 6.73 20.70 8.90 15.97
US Financial Services TR 01-20-17 -1.47 -0.15 -1.66 17.11 37.71 10.28 17.91
US Real Estate TR 01-20-17 0.52 0.97 1.35 1.66 18.54 11.57 10.59
US Dfnsve Sup Sec TR 01-20-17 -0.24 1.35 0.65 1.22 10.38 9.77 14.67
US Consumr Dfnsve TR 01-20-17 1.58 1.05 0.10 2.22 13.73 10.86 13.43
US Healthcare TR 01-20-17 -1.52 1.86 1.19 0.36 6.58 8.58 16.85
US Utilities TR 01-20-17 0.18 0.07 -0.10 2.14 17.97 12.37 11.48
US Snstve Sup Sec TR 01-20-17 0.19 2.02 0.40 7.49 34.28 8.67 12.37
US Commun Svc TR 01-20-17 0.94 2.54 1.76 10.20 33.63 11.64 17.43
US Energy TR 01-20-17 0.23 -0.88 -1.79 6.27 48.47 -2.84 2.81
US Industrials TR 01-20-17 0.11 1.80 0.13 11.32 34.09 8.89 14.48
US Technology TR 01-20-17 0.00 3.30 1.17 5.41 31.15 13.13 14.69
Moat
Morningstar Wide Moat Focus TR 01-20-17 -0.63 2.68 1.60 7.16 36.19 9.63 15.06
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 01-20-17 -0.24 0.43 -0.62 9.88 29.15 9.09 12.08
NASDAQ Composite PR PR 01-20-17 -0.34 3.20 1.30 5.98 24.23 9.79 14.80
NYSE Composite PR --- 01-20-17 -0.31 1.23 0.18 5.62 22.23 2.67 7.41
Russell 2000 TR TR 01-20-17 -1.46 -0.35 -2.20 11.23 37.34 6.46 13.07
S&P 500 TR TR 01-20-17 -0.13 1.54 0.17 6.64 24.86 9.60 13.96
S&P MidCap 400 TR 01-20-17 -0.68 0.96 -0.57 10.11 35.76 9.23 14.23
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 01-20-17 -0.29 0.05 0.89 -2.63 1.57 2.90 2.44
US Inter Core Bd TR Bond TR 01-20-17 -0.24 -0.07 0.79 -2.22 1.04 2.89 2.51
US Lng Core Bd TR Bond TR 01-20-17 -0.73 0.23 1.63 -5.61 3.48 5.34 4.02
US Shrt Core Bd TR Bond TR 01-20-17 0.01 0.10 0.39 -0.51 1.05 1.09 1.10
Corporate
US Corp Bd TR Bond TR 01-20-17 -0.32 0.20 1.14 -2.55 5.87 3.77 4.16
US Inter Corp Bd TR Bond TR 01-20-17 -0.12 0.27 0.98 -2.03 4.44 3.22 4.15
US Lng Corp Bd TR Bond TR 01-20-17 -0.66 0.14 1.62 -4.26 9.11 5.43 5.34
US Shrt Corp Bd TR Bond TR 01-20-17 0.03 0.23 0.55 -0.37 2.49 1.71 2.41
Government
US Gov Bd TR Bond TR 01-20-17 -0.28 0.13 0.81 -3.06 -0.65 2.09 1.35
US Inter Gov Bd TR Bond TR 01-20-17 -0.19 0.08 0.81 -2.65 -0.47 2.03 1.35
US Lng Gov Bd TR Bond TR 01-20-17 -0.82 0.33 1.64 -7.16 -2.32 5.48 2.85
US Shrt Gov Bd TR Bond TR 01-20-17 0.01 0.04 0.31 -0.57 0.40 0.81 0.66
Other
Mortgage TR Bond TR 01-20-17 -0.29 -0.21 0.74 -2.08 0.88 3.11 2.54
TIPS TR TR 01-20-17 -0.13 0.60 1.86 -1.72 4.87 2.06 1.01
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 01-20-17 -0.34 0.03 0.90 -2.60 1.59 2.74 2.26
BBgBarc US Government TR TR 01-20-17 -0.31 0.09 0.82 -2.96 -0.61 2.07 1.35
BBgBarc US MBS TR TR 01-20-17 -0.31 -0.23 0.73 -2.06 0.53 2.67 1.99
BofAML US HY Master II TR TR 01-20-17 -0.14 0.93 1.51 1.66 23.65 4.66 7.20
USTREAS T-Bill Auction Ave 3 --- 12-31-16 --- 0.34 0.04 0.11 0.34 0.14 0.11
USTREAS T-Bill Cnst Mat Rate 10 TR 12-31-16 --- 0.11 -0.50 -6.91 0.11 3.82 1.02
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 01-19-17 -0.29 0.89 1.58 -1.71 0.16 3.93 3.12
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 01-20-17 0.00 2.66 2.82 -6.95 1.66 -11.30 -5.18
Euronext BEL 20 PR EUR PR 01-20-17 -1.26 -0.49 -0.46 -0.61 9.23 6.58 10.29
Euronext Paris CAC 40 NR EUR TR 01-20-17 -1.45 -0.23 0.13 7.07 20.75 6.40 10.63
Euronext Paris CAC 40 PR EUR PR 01-20-17 -1.46 -0.24 0.02 6.84 17.59 3.91 7.87
FSE DAX PR EUR PR 01-20-17 0.01 1.30 1.44 8.68 20.13 3.28 9.27
FSE DAX TR EUR TR 01-20-17 0.01 1.30 1.44 8.68 23.83 6.18 12.67
FTSE 100 PR GBP PR 01-20-17 -1.90 0.78 2.19 2.44 26.88 1.73 4.67
FTSE 100 TR GBP TR 01-20-17 -1.86 0.82 2.27 3.07 32.07 5.60 8.65
FTSE 250 PR GBP PR 01-20-17 -1.20 0.41 2.14 1.15 16.05 3.81 10.89
Hang Seng Hong Kong Composite PR HKD TR 01-20-17 0.12 3.99 5.25 -1.59 20.43 -0.82 2.35
Hang Seng HSI PR HKD PR 01-20-17 -0.22 4.02 5.32 -2.09 21.18 -0.06 2.62
MSCI AC Far East Ex Japan PR USD PR 01-20-17 -0.27 4.43 4.63 -2.29 23.09 -0.48 1.46
MSCI ACWI PR USD PR 01-20-17 -0.31 1.99 1.59 3.85 20.40 1.93 6.47
MSCI EAFE NR USD TR 01-20-17 -0.47 2.13 3.00 2.67 16.61 -0.96 6.09
MSCI EAFE PR LCL PR 01-20-17 -0.95 0.92 0.67 5.88 16.31 2.72 8.06
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 01-20-17 -1.02 0.91 1.36 3.90 16.83 2.10 6.40
MSCI EM Latin America PR USD PR 01-20-17 1.28 4.88 9.71 -5.22 55.30 -7.02 -9.27
MSCI EM PR LCL PR 01-20-17 -0.38 2.74 3.77 -0.56 22.32 2.08 2.40
MSCI EM PR USD PR 01-20-17 -0.30 3.60 4.93 -2.20 28.95 -2.74 -2.14
MSCI Europe NR USD TR 01-20-17 -0.42 1.58 3.24 3.39 14.41 -2.85 5.78
MSCI Europe PR LCL PR 01-20-17 -1.10 0.74 1.17 4.35 17.20 2.32 6.75
MSCI Hong Kong PR USD PR 01-20-17 0.31 5.46 5.64 -4.26 19.81 0.96 5.09
MSCI Japan NR USD TR 01-20-17 -0.75 2.36 1.28 1.40 17.09 3.32 7.93
MSCI Japan PR LCL PR 01-20-17 -0.71 0.97 -1.43 12.05 13.71 4.98 14.76
MSCI North America NR USD TR 01-20-17 -0.20 1.68 0.36 6.35 25.28 8.12 12.30
MSCI Pacific Ex Japan NR USD TR 01-20-17 -0.19 4.66 5.39 2.09 30.92 1.63 4.77
MSCI Pacific Ex Japan PR LCL PR 01-20-17 -0.67 1.88 2.44 2.28 17.91 1.11 5.01
MSCI Pacific NR USD TR 01-20-17 -0.56 3.13 2.63 1.63 21.50 2.76 6.79
MSCI Pacific PR LCL PR 01-20-17 -0.70 1.28 -0.16 8.67 15.20 3.48 10.78
MSCI World ex USA NR USD TR 01-20-17 -0.54 2.16 2.91 2.91 18.88 -0.91 5.64
MSCI World Ex USA PR LCL PR 01-20-17 -0.83 1.01 0.74 5.85 17.50 2.79 7.71
Nikkei 225 Average PR JPY PR 01-20-17 -0.77 0.12 -1.83 11.04 16.58 6.96 16.90
S&P BSE SENSEX India INR PR 01-20-17 -0.75 1.53 2.76 -3.89 12.35 8.43 10.06
S&P/ASX All Ordinaries PR PR 01-20-17 -1.16 -0.17 1.24 3.32 16.60 2.46 5.82
S&P/TSX Composite PR PR 01-20-17 0.33 1.70 1.67 4.71 31.28 3.58 4.63
SIX SMI PR CHF PR 01-20-17 -2.09 0.67 0.39 2.55 3.88 -0.82 6.21
SIX SMI TR CHF PR 01-20-17 -2.09 0.67 0.39 2.55 7.67 2.43 9.71
SSE Composite PR CNY PR 01-20-17 0.33 0.63 0.65 1.25 4.92 16.19 6.13
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 01-20-17 -0.33 1.71 1.27 5.01 25.85 5.17 9.82
Con Tgt Risk TR USD TR 01-20-17 -0.22 0.41 0.99 -0.82 6.57 2.33 3.31
Mod Agg Tgt Risk TR USD TR 01-20-17 -0.31 1.45 1.21 3.82 21.95 4.68 8.60
Mod Con Tgt Risk TR USD TR 01-20-17 -0.26 0.75 1.04 0.75 11.51 3.41 5.33
Mod Tgt Risk TR USD TR 01-20-17 -0.27 1.09 1.11 2.32 16.74 4.14 7.03
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 01-20-17 -0.18 0.84 1.03 1.62 13.06 3.62 5.91
Lifetime Agg 2005 TR USD TR 01-20-17 -0.21 0.89 1.06 1.72 13.93 3.84 6.38
Lifetime Agg 2010 TR USD TR 01-20-17 -0.24 0.96 1.09 1.93 15.16 4.09 6.95
Lifetime Agg 2015 TR USD TR 01-20-17 -0.27 1.06 1.12 2.30 16.75 4.37 7.65
Lifetime Agg 2020 TR USD TR 01-20-17 -0.29 1.19 1.15 2.89 18.87 4.66 8.45
Lifetime Agg 2025 TR USD TR 01-20-17 -0.31 1.35 1.17 3.65 21.38 4.93 9.21
Lifetime Agg 2030 TR USD TR 01-20-17 -0.31 1.50 1.19 4.41 23.72 5.09 9.72
Lifetime Agg 2035 TR USD TR 01-20-17 -0.32 1.60 1.22 4.89 25.23 5.12 9.90
Lifetime Agg 2040 TR USD TR 01-20-17 -0.32 1.65 1.26 5.04 25.84 5.05 9.83
Lifetime Agg 2045 TR USD TR 01-20-17 -0.33 1.67 1.30 5.00 25.98 4.92 9.69
Lifetime Agg 2050 TR USD TR 01-20-17 -0.33 1.68 1.34 4.93 26.04 4.79 9.54
Lifetime Agg 2055 TR USD TR 01-20-17 -0.34 1.69 1.39 4.85 26.09 4.65 9.38
Lifetime Agg Incm TR USD TR 01-20-17 -0.18 0.84 1.03 1.62 13.01 3.59 5.78
Lifetime Con 2000 TR USD TR 01-20-17 -0.15 0.50 1.05 -0.26 7.54 2.37 3.25
Lifetime Con 2005 TR USD TR 01-20-17 -0.18 0.51 1.08 -0.39 7.90 2.58 3.60
Lifetime Con 2010 TR USD TR 01-20-17 -0.22 0.54 1.12 -0.44 8.55 2.83 4.06
Lifetime Con 2015 TR USD TR 01-20-17 -0.26 0.60 1.15 -0.35 9.51 3.11 4.60
Lifetime Con 2020 TR USD TR 01-20-17 -0.29 0.67 1.18 -0.15 10.69 3.39 5.19
Lifetime Con 2025 TR USD TR 01-20-17 -0.32 0.77 1.21 0.19 12.19 3.68 5.90
Lifetime Con 2030 TR USD TR 01-20-17 -0.34 0.90 1.23 0.80 14.31 4.00 6.78
Lifetime Con 2035 TR USD TR 01-20-17 -0.35 1.08 1.26 1.69 17.05 4.32 7.67
Lifetime Con 2040 TR USD TR 01-20-17 -0.36 1.26 1.28 2.63 19.80 4.55 8.35
Lifetime Con 2045 TR USD TR 01-20-17 -0.37 1.39 1.31 3.27 21.69 4.63 8.63
Lifetime Con 2050 TR USD TR 01-20-17 -0.37 1.47 1.35 3.57 22.70 4.61 8.68
Lifetime Con 2055 TR USD TR 01-20-17 -0.37 1.51 1.40 3.61 23.09 4.52 8.61
Lifetime Con Incm TR USD TR 01-20-17 -0.15 0.50 1.05 -0.26 7.53 2.33 3.15
Lifetime Mod 2000 TR USD TR 01-20-17 -0.16 0.67 1.05 0.69 10.29 2.99 4.62
Lifetime Mod 2005 TR USD TR 01-20-17 -0.19 0.70 1.08 0.67 10.88 3.21 5.02
Lifetime Mod 2010 TR USD TR 01-20-17 -0.22 0.75 1.11 0.74 11.77 3.45 5.51
Lifetime Mod 2015 TR USD TR 01-20-17 -0.25 0.82 1.14 0.95 12.97 3.71 6.10
Lifetime Mod 2020 TR USD TR 01-20-17 -0.28 0.92 1.17 1.32 14.58 4.00 6.84
Lifetime Mod 2025 TR USD TR 01-20-17 -0.30 1.06 1.19 1.98 16.84 4.33 7.72
Lifetime Mod 2030 TR USD TR 01-20-17 -0.32 1.24 1.21 2.86 19.62 4.63 8.58
Lifetime Mod 2035 TR USD TR 01-20-17 -0.33 1.41 1.24 3.73 22.21 4.82 9.16
Lifetime Mod 2040 TR USD TR 01-20-17 -0.33 1.52 1.27 4.29 23.92 4.88 9.39
Lifetime Mod 2045 TR USD TR 01-20-17 -0.33 1.58 1.31 4.49 24.66 4.82 9.36
Lifetime Mod 2050 TR USD TR 01-20-17 -0.34 1.61 1.35 4.48 24.90 4.71 9.25
Lifetime Mod 2055 TR USD TR 01-20-17 -0.34 1.62 1.39 4.43 25.02 4.59 9.11
Lifetime Mod Incm TR USD TR 01-20-17 -0.16 0.67 1.05 0.69 10.26 2.96 4.51
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 01-20-17 -0.31 -1.07 0.66 -6.09 -3.72 -3.94 -3.97
Lng/Shrt Cmdty TR TR 01-20-17 -0.68 -2.61 -0.90 -7.93 -9.90 -4.30 -4.19
Lng-Only Cmdty TR TR 01-20-17 0.04 0.44 2.20 1.96 27.58 -13.83 -8.88
Shrt/Flt Cmdty TR TR 01-20-17 -0.36 -1.53 -1.50 -1.78 -6.16 -0.34 -0.29
Shrt-Only Cmdty TR TR 01-20-17 -0.02 -0.42 -2.10 -3.87 -28.15 10.18 4.89
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