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 10-29-14 2.93 8.23 0.43 0.95 13.20 18.00 15.98
Style
Large Cap TR 10-29-14 2.85 9.00 0.28 1.14 14.14 17.95 15.22
Large Core TR 10-29-14 3.32 10.80 1.68 3.80 14.62 20.45 16.49
Large Growth TR 10-29-14 2.72 10.41 0.43 1.96 16.40 18.42 16.33
Large Value TR 10-29-14 2.50 5.80 -1.29 -2.28 11.38 15.16 12.92
Mid Cap TR 10-29-14 2.91 7.50 0.47 0.41 12.17 18.41 18.03
Mid Core TR 10-29-14 3.13 10.11 0.73 1.00 14.45 19.22 19.19
Mid Growth TR 10-29-14 3.29 5.77 0.78 1.49 10.94 15.25 17.25
Mid Value TR 10-29-14 2.27 6.85 -0.12 -1.29 11.32 20.89 17.61
Small Cap TR 10-29-14 3.89 2.18 1.99 0.45 6.33 17.01 17.38
Small Core TR 10-29-14 4.03 3.86 1.97 0.72 8.20 17.06 16.61
Small Growth TR 10-29-14 4.35 -1.71 1.34 0.67 1.24 15.45 17.65
Small Value TR 10-29-14 3.31 4.33 2.67 -0.04 9.64 18.51 17.84
US Core TR 10-29-14 3.33 10.16 1.51 3.01 14.12 19.97 17.10
US Growth TR 10-29-14 2.93 8.67 0.56 1.79 14.25 17.58 16.68
US Value TR 10-29-14 2.51 5.91 -0.80 -1.93 11.23 16.55 14.22
Sector
Cyclical TR 10-29-14 2.35 2.95 -1.21 -0.17 7.94 18.58 14.65
— Basic Materials TR 10-29-14 -1.04 1.60 -6.73 -6.11 6.13 9.15 10.98
— Consumer Cyclical TR 10-29-14 2.13 -0.64 -1.09 -0.10 4.72 20.06 21.06
— Financial Services TR 10-29-14 3.65 2.90 -1.15 1.17 9.74 21.30 11.54
— Real Estate TR 10-29-14 1.24 19.50 4.04 0.21 13.41 12.64 17.20
Defensive TR 10-29-14 2.76 14.17 0.86 4.07 16.85 20.65 16.93
— Consumer Defensive TR 10-29-14 1.34 8.85 0.84 3.98 10.06 16.55 15.27
— Healthcare TR 10-29-14 4.10 17.18 0.15 4.24 22.51 26.64 20.85
— Utilities TR 10-29-14 1.29 17.52 3.96 3.60 15.18 12.44 13.63
Sensitive TR 10-29-14 3.50 5.51 -2.59 -3.42 11.57 14.93 14.47
— Communication Services TR 10-29-14 2.78 4.29 -1.85 -4.42 8.40 20.88 19.06
— Energy TR 10-29-14 1.95 -0.65 -7.40 -12.41 1.46 8.18 11.19
— Industrials TR 10-29-14 4.42 3.07 0.57 1.11 10.51 18.72 17.55
— Technology TR 10-29-14 3.83 10.91 -2.41 -1.36 18.94 15.28 14.75
Moat
Morningstar Wide Moat Focus TR 10-29-14 1.34 7.78 -1.09 1.32 11.36 20.19 17.34
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 10-29-14 3.12 4.30 -0.44 0.95 10.78 14.41 14.17
NASDAQ Composite PR PR 10-29-14 3.80 8.92 0.96 2.40 15.10 18.45 16.75
NYSE Composite PR --- 10-29-14 2.31 2.37 -0.95 -2.65 5.32 10.91 8.89
Russell 2000 TR TR 10-29-14 4.53 -0.47 2.61 0.74 3.60 16.23 16.13
S&P 500 TR TR 10-29-14 2.88 9.02 0.35 1.14 14.20 18.07 15.62
S&P MidCap 400 TR 10-29-14 3.39 5.31 1.12 0.50 9.10 17.08 17.25
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 10-29-14 -0.42 5.15 0.92 1.06 3.99 3.02 4.34
Intermediate Core Bond TR 10-29-14 -0.38 4.83 0.91 1.17 3.54 3.04 4.24
Long-Term Core Bond TR 10-29-14 -0.80 12.23 1.78 1.67 9.48 5.54 7.93
Short-Term Core Bond TR 10-29-14 -0.21 1.16 0.36 0.47 1.09 1.22 1.88
Corporate
Corp Bond TR 10-29-14 -0.56 6.74 1.00 0.61 6.18 5.29 6.44
Intermediate Corp Bond TR 10-29-14 -0.53 4.64 0.85 0.59 4.32 5.38 6.24
Long-Term Corp Bond TR 10-29-14 -0.80 11.43 1.52 0.79 10.20 6.87 8.72
Short-Term Corp Bond TR 10-29-14 -0.24 1.81 0.36 0.38 1.94 3.02 3.39
Government
Intermediate US Govt Bond TR 10-29-14 -0.65 3.45 1.04 1.08 1.66 1.65 3.79
Long-Term US Govt Bond TR 10-29-14 -0.79 13.84 2.08 2.77 9.25 4.21 7.04
Short-Term US Govt Bond TR 10-29-14 -0.19 0.95 0.36 0.50 0.83 0.69 1.40
US Govt Bond TR 10-29-14 -0.45 4.13 0.92 1.15 2.74 1.86 3.50
Other
Mortgage Bond TR 10-29-14 -0.26 5.37 0.87 1.32 4.06 3.00 4.02
TIPS TR 10-29-14 -0.58 4.67 0.74 -1.75 1.61 1.36 4.61
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 10-29-14 -0.39 5.15 0.93 1.02 4.08 2.90 4.32
Barclays US Government TR TR 10-29-14 -0.44 4.02 0.91 1.13 2.74 1.85 3.42
Barclays US MBS TR TR 10-29-14 -0.23 5.17 0.88 1.30 3.93 2.44 3.57
BofAML US HY Master II TR TR 10-29-14 0.08 4.71 1.45 -0.33 5.88 9.18 10.27
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 10-29-14 -0.09 8.38 0.76 1.83 7.94 5.04 5.27
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 10-29-14 2.31 -0.13 -0.85 -5.39 -2.13 5.37 9.68
Euronext BEL 20 PR EUR PR 10-29-14 1.82 6.63 -2.52 -1.19 7.36 12.33 5.02
Euronext Paris CAC 40 NR EUR TR 10-29-14 0.14 -2.36 -5.62 -5.68 -1.61 9.97 5.02
Euronext Paris CAC 40 PR EUR PR 10-29-14 0.14 -4.31 -5.68 -5.84 -3.91 7.07 2.05
FSE DAX PR EUR PR 10-29-14 1.60 -7.50 -3.61 -5.91 -2.07 9.08 6.69
FSE DAX TR EUR TR 10-29-14 1.60 -4.91 -3.61 -5.91 0.67 12.69 10.21
FTSE 100 PR GBP PR 10-29-14 0.85 -4.37 -2.90 -5.20 -4.74 4.21 4.67
FTSE 100 TR GBP TR 10-29-14 0.95 -1.44 -2.75 -4.27 -1.35 8.13 8.48
FTSE 250 PR GBP PR 10-29-14 0.42 -4.40 -1.01 -2.89 -1.94 12.24 11.19
Hang Seng Hong Kong Composite PR HKD TR 10-30-14 1.29 -0.69 2.61 -4.19 0.26 5.25 1.59
Hang Seng HSI PR HKD PR 10-30-14 1.46 1.42 3.07 -4.42 1.43 5.70 1.68
MSCI AC Far East Ex Japan PR USD PR 10-29-14 1.80 1.94 0.61 -5.34 1.23 4.38 5.15
MSCI ACWI PR USD PR 10-29-14 2.31 1.38 -0.88 -3.73 3.62 9.07 7.56
MSCI EAFE NR USD TR 10-29-14 1.75 -3.49 -2.25 -7.40 -1.82 8.10 6.15
MSCI EAFE PR LCL PR 10-29-14 1.38 -1.24 -2.77 -3.29 1.40 9.72 4.69
MSCI EASEA PR LCL PR 10-29-14 0.99 -0.69 -2.19 -3.81 0.20 7.78 4.24
MSCI EM Latin America PR USD PR 10-29-14 0.26 -4.84 -4.23 -13.44 -12.71 -8.44 -4.67
MSCI EM PR LCL PR 10-29-14 1.47 2.40 -0.90 -3.95 1.44 3.82 3.58
MSCI EM PR USD PR 10-29-14 1.80 0.22 -0.45 -7.00 -3.08 -0.17 1.75
MSCI Europe NR USD TR 10-29-14 1.66 -5.02 -3.02 -8.29 -2.56 8.63 5.94
MSCI Europe PR LCL PR 10-29-14 0.99 -1.46 -3.20 -4.09 -0.29 7.87 4.38
MSCI Hong Kong PR USD PR 10-29-14 0.96 4.93 4.77 -2.63 7.39 9.42 7.26
MSCI Japan NR USD TR 10-29-14 2.03 -4.28 -3.79 -6.08 -1.97 6.85 5.89
MSCI Japan PR LCL PR 10-29-14 2.87 -3.11 -4.89 -1.23 6.17 17.98 7.39
MSCI North America NR USD TR 10-29-14 2.81 7.97 0.05 0.20 12.58 16.14 14.27
MSCI Pacific Ex Japan NR USD TR 10-29-14 1.79 5.46 4.62 -5.14 1.43 7.69 8.30
MSCI Pacific Ex Japan PR LCL PR 10-29-14 1.04 2.45 3.16 -2.75 1.84 7.65 4.06
MSCI Pacific NR USD TR 10-29-14 1.94 -0.75 -0.75 -5.71 -0.69 7.18 6.79
MSCI Pacific PR LCL PR 10-29-14 2.16 -1.22 -1.99 -1.85 4.42 13.61 5.80
MSCI World ex USA NR USD TR 10-29-14 1.81 -2.81 -2.28 -7.43 -1.26 7.64 6.16
MSCI World Ex USA PR LCL PR 10-29-14 1.40 -0.51 -2.79 -3.53 2.05 9.23 4.71
Nikkei 225 Average PR JPY PR 10-30-14 3.43 -3.89 -3.19 0.08 7.97 20.05 9.31
S&P BSE SENSEX India INR PR 10-30-14 1.84 29.17 2.69 4.83 30.01 15.38 11.46
S&P/ASX All Ordinaries PR PR 10-30-14 1.62 1.94 3.03 -2.81 0.58 7.35 3.27
S&P/TSX Composite PR PR 10-29-14 1.51 6.65 -3.00 -5.95 8.09 5.08 5.58
Shanghai SE Composite PR CNY PR 10-30-14 3.85 13.00 1.15 9.62 10.67 -1.12 -4.41
SIX SMI CHF PR 10-29-14 1.74 5.50 -1.39 1.43 5.07 13.93 6.38
SIX SMI TR CHF PR 10-29-14 1.74 8.78 -1.39 1.53 8.35 17.64 9.81
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 10-29-14 2.40 3.99 -0.30 -2.34 6.86 12.93 12.17
Conservative Target Risk TR 10-29-14 0.26 3.46 0.44 -0.58 3.35 4.50 5.23
Moderate Target Risk TR 10-29-14 1.38 4.11 0.10 -1.38 5.66 9.29 9.20
Moderately Aggr Target Risk TR 10-29-14 1.95 3.97 -0.14 -1.94 6.29 11.35 10.89
Moderately Cons Target Risk TR 10-29-14 0.82 3.83 0.29 -0.92 4.57 7.02 7.28
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 10-29-14 1.05 4.32 0.23 -0.91 5.32 8.01 8.63
Lifetime Aggressive 2005 TR 10-29-14 1.15 4.59 0.23 -0.95 5.76 8.68 9.21
Lifetime Aggressive 2010 TR 10-29-14 1.30 4.79 0.21 -1.03 6.22 9.48 9.87
Lifetime Aggressive 2015 TR 10-29-14 1.51 4.92 0.15 -1.16 6.68 10.41 10.61
Lifetime Aggressive 2020 TR 10-29-14 1.78 4.92 0.06 -1.36 7.12 11.47 11.38
Lifetime Aggressive 2025 TR 10-29-14 2.07 4.76 -0.06 -1.62 7.41 12.43 12.02
Lifetime Aggressive 2030 TR 10-29-14 2.32 4.51 -0.17 -1.88 7.46 13.03 12.37
Lifetime Aggressive 2035 TR 10-29-14 2.45 4.27 -0.25 -2.10 7.31 13.19 12.44
Lifetime Aggressive 2040 TR 10-29-14 2.48 4.09 -0.28 -2.25 7.08 13.07 12.34
Lifetime Aggressive 2045 TR 10-29-14 2.47 3.94 -0.30 -2.38 6.85 12.89 12.20
Lifetime Aggressive 2050 TR 10-29-14 2.45 3.80 -0.32 -2.50 6.62 12.70 12.04
Lifetime Aggressive 2055 TR 10-29-14 2.44 3.67 -0.34 -2.63 6.39 12.50 11.88
Lifetime Aggressive Income TR 10-29-14 1.04 4.21 0.23 -0.90 5.16 7.78 8.36
Lifetime Conservative 2000 TR 10-29-14 0.29 3.75 0.42 -0.74 3.31 4.47 5.87
Lifetime Conservative 2005 TR 10-29-14 0.32 4.18 0.46 -0.69 3.80 4.99 6.34
Lifetime Conservative 2010 TR 10-29-14 0.40 4.58 0.49 -0.68 4.34 5.66 6.92
Lifetime Conservative 2015 TR 10-29-14 0.51 4.92 0.50 -0.70 4.88 6.42 7.55
Lifetime Conservative 2020 TR 10-29-14 0.65 5.18 0.48 -0.76 5.39 7.24 8.22
Lifetime Conservative 2025 TR 10-29-14 0.85 5.34 0.44 -0.88 5.90 8.21 9.00
Lifetime Conservative 2030 TR 10-29-14 1.13 5.34 0.34 -1.09 6.38 9.38 9.88
Lifetime Conservative 2035 TR 10-29-14 1.47 5.14 0.20 -1.38 6.71 10.52 10.67
Lifetime Conservative 2040 TR 10-29-14 1.78 4.84 0.05 -1.70 6.83 11.34 11.19
Lifetime Conservative 2045 TR 10-29-14 1.96 4.57 -0.05 -1.94 6.73 11.62 11.35
Lifetime Conservative 2050 TR 10-29-14 2.02 4.40 -0.10 -2.12 6.57 11.66 11.36
Lifetime Conservative 2055 TR 10-29-14 2.04 4.26 -0.12 -2.26 6.38 11.55 11.25
Lifetime Conservative Income TR 10-29-14 0.29 3.60 0.40 -0.75 3.17 4.28 5.64
Lifetime Moderate 2000 TR 10-29-14 0.69 4.05 0.32 -0.83 4.36 6.33 7.32
Lifetime Moderate 2005 TR 10-29-14 0.75 4.39 0.34 -0.83 4.81 6.90 7.82
Lifetime Moderate 2010 TR 10-29-14 0.86 4.69 0.35 -0.86 5.30 7.61 8.42
Lifetime Moderate 2015 TR 10-29-14 1.00 4.92 0.33 -0.93 5.78 8.42 9.10
Lifetime Moderate 2020 TR 10-29-14 1.21 5.06 0.27 -1.06 6.28 9.43 9.89
Lifetime Moderate 2025 TR 10-29-14 1.51 5.04 0.17 -1.28 6.76 10.60 10.75
Lifetime Moderate 2030 TR 10-29-14 1.84 4.85 0.03 -1.57 7.07 11.67 11.47
Lifetime Moderate 2035 TR 10-29-14 2.12 4.56 -0.10 -1.86 7.14 12.35 11.90
Lifetime Moderate 2040 TR 10-29-14 2.27 4.30 -0.19 -2.09 7.02 12.58 12.01
Lifetime Moderate 2045 TR 10-29-14 2.31 4.13 -0.23 -2.25 6.81 12.51 11.94
Lifetime Moderate 2050 TR 10-29-14 2.31 3.99 -0.25 -2.38 6.61 12.37 11.83
Lifetime Moderate 2055 TR 10-29-14 2.31 3.86 -0.27 -2.51 6.39 12.19 11.68
Lifetime Moderate Income TR 10-29-14 0.68 3.92 0.31 -0.83 4.22 6.12 7.07
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 10-29-14 -0.01 -5.45 0.00 -2.72 -5.67 -4.77 0.81
Long/Short Commodity TR 10-29-14 -1.55 -6.53 -2.88 -2.28 -4.17 -4.29 -0.21
Long-Only Commodity TR 10-29-14 2.41 -8.28 -2.97 -9.78 -8.12 -4.59 1.91
Short/Flat Commodity TR 10-29-14 -1.51 -1.14 -2.89 0.39 1.69 0.43 -0.96
Short-Only Commodity TR 10-29-14 -2.66 6.02 2.05 9.88 7.03 1.55 -4.78
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