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 12-12-18 -1.79 0.45 -2.54 -8.49 1.00 11.71 10.21
Style
US Core TR 12-12-18 -2.04 -3.53 -3.81 -9.15 -3.25 10.65 9.69
US Growth TR 12-12-18 -0.90 6.98 -0.72 -10.42 7.74 13.02 12.22
US Large Cap TR 12-12-18 -1.66 1.83 -2.40 -7.50 2.10 12.18 10.84
US Large Core TR 12-12-18 -1.94 -2.82 -3.90 -8.78 -2.90 11.22 10.21
US Large Growth TR 12-12-18 -0.78 8.99 -0.74 -8.00 9.49 13.62 13.38
US Large Val TR 12-12-18 -2.63 -1.69 -3.01 -5.06 -1.32 11.33 8.60
US Mid Cap TR 12-12-18 -2.21 -2.54 -2.70 -10.08 -1.33 10.67 9.05
US Mid Core TR 12-12-18 -2.48 -5.68 -3.05 -9.25 -4.63 8.82 8.76
US Mid Growth TR 12-12-18 -1.60 2.32 -1.10 -12.76 3.66 11.66 9.38
US Mid Val TR 12-12-18 -2.57 -4.28 -4.00 -7.96 -3.09 11.45 8.96
US Small Cap TR 12-12-18 -1.90 -5.21 -3.61 -14.21 -3.68 9.78 6.99
US Small Core TR 12-12-18 -1.78 -7.38 -4.49 -12.80 -5.67 9.27 6.80
US Small Growth TR 12-12-18 -1.43 1.87 -1.30 -15.99 3.51 11.74 8.34
US Small Val TR 12-12-18 -2.61 -9.93 -5.30 -13.71 -8.80 8.10 5.65
US Value TR 12-12-18 -2.62 -2.73 -3.35 -6.22 -2.12 11.18 8.50
Sector
US Cyclcl Sup Sec TR 12-12-18 -2.76 -2.50 -4.06 -10.45 -2.12 11.02 9.71
US Basic Materials TR 12-12-18 -3.29 -15.97 -5.04 -14.93 -13.86 7.59 4.70
US Consumr Cyclcl TR 12-12-18 -1.49 5.89 -2.45 -10.43 7.22 12.02 10.96
US Financial Services TR 12-12-18 -4.04 -6.82 -6.05 -11.30 -7.29 11.91 9.90
US Real Estate TR 12-12-18 -1.21 1.89 -0.33 -2.65 1.70 6.84 9.53
US Dfnsve Sup Sec TR 12-12-18 -0.90 7.85 -0.46 -0.53 7.53 10.38 11.58
US Consumr Dfnsve TR 12-12-18 -0.70 -1.88 -3.37 -0.69 -0.43 6.83 8.42
US Healthcare TR 12-12-18 -1.36 12.59 0.21 -1.78 11.95 11.23 13.27
US Utilities TR 12-12-18 0.63 10.80 3.00 5.10 6.95 15.15 12.57
US Snstve Sup Sec TR 12-12-18 -1.51 -1.32 -2.53 -11.35 -0.14 13.21 9.86
US Commun Svc Capped TR 12-12-18 -0.74 0.34 -1.16 -1.31 1.65 8.48 8.18
US Energy Capped TR 12-12-18 -3.75 -11.22 -6.39 -15.16 -7.08 3.93 -3.86
US Industrials TR 12-12-18 -2.90 -7.28 -4.14 -12.65 -5.56 10.95 8.63
US Technology TR 12-12-18 -0.29 4.80 -0.86 -11.33 4.82 17.98 16.32
Moat
Morningstar Wide Moat Focus TR 12-12-18 -1.25 5.47 -1.54 -3.94 6.04 17.46 12.14
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 12-12-18 -1.94 1.47 -3.08 -5.10 2.37 15.19 11.96
NASDAQ Composite PR PR 12-12-18 -0.86 2.82 -1.42 -10.76 3.44 12.89 12.16
NYSE Composite PR --- 12-12-18 -2.28 -6.76 -3.24 -8.06 -5.94 6.18 3.72
Russell 2000 TR TR 12-12-18 -1.69 -4.12 -4.04 -14.88 -2.77 10.51 7.14
S&P 500 TR TR 12-12-18 -1.76 1.01 -2.55 -7.77 1.46 11.89 10.60
S&P MidCap 400 TR 12-12-18 -2.67 -5.11 -3.89 -12.35 -4.17 10.30 8.37
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 12-12-18 0.22 -1.12 1.40 0.36 -0.88 1.51 2.37
US Inter Core Bd TR Bond TR 12-12-18 0.25 -0.28 1.59 0.72 -0.15 1.39 2.36
US Lng Core Bd TR Bond TR 12-12-18 0.33 -4.57 2.12 -0.55 -3.92 2.36 4.20
US Shrt Core Bd TR Bond TR 12-12-18 0.09 0.69 0.50 0.59 0.75 1.01 1.00
Corporate
US Corp Bd TR Bond TR 12-12-18 0.18 -2.96 0.40 -0.73 -2.51 2.74 3.13
US Inter Corp Bd TR Bond TR 12-12-18 0.03 -1.37 0.23 -0.23 -1.18 2.30 2.62
US Lng Corp Bd TR Bond TR 12-12-18 0.36 -6.00 0.67 -1.65 -5.19 3.70 4.39
US Shrt Corp Bd TR Bond TR 12-12-18 0.04 0.60 0.18 0.26 0.69 1.71 1.62
Government
US Gov Bd TR Bond TR 12-12-18 0.17 -0.53 1.72 0.83 -0.38 0.70 1.65
US Inter Gov Bd TR Bond TR 12-12-18 0.13 -0.05 1.54 1.14 -0.02 0.67 1.48
US Lng Gov Bd TR Bond TR 12-12-18 0.30 -3.00 3.73 0.65 -2.57 0.83 4.15
US Shrt Gov Bd TR Bond TR 12-12-18 0.12 0.74 0.65 0.74 0.78 0.67 0.73
Other
Mortgage TR Bond TR 12-12-18 0.34 -0.13 1.92 0.77 0.03 1.45 2.60
US TIPS TR TR 12-12-18 -0.62 -1.92 0.48 -1.59 -1.43 1.75 1.53
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 12-12-18 0.27 -1.03 1.41 0.38 -0.78 1.49 2.28
BBgBarc US Government TR TR 12-12-18 0.24 -0.43 1.74 0.84 -0.30 0.73 1.64
BBgBarc US MBS TR TR 12-12-18 0.34 -0.10 1.83 0.77 0.10 1.27 2.31
ICE BofAML US High Yield TR TR 12-12-18 -0.22 0.02 -1.13 -2.03 0.12 8.11 4.38
USTREAS T-Bill Auction Ave 3 --- 11-30-18 --- 1.81 0.20 0.58 1.93 1.05 0.64
USTREAS T-Bill Cnst Mat Rate 10 TR 11-30-18 --- -2.68 1.45 -0.54 -2.31 -0.07 1.82
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 12-12-18 0.14 0.60 1.71 0.74 0.97 2.12 3.67
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 12-12-18 -2.46 -15.06 -2.34 -8.89 -11.18 0.41 -7.09
Euronext BEL 20 PR EUR PR 12-13-18 2.30 -14.50 -4.15 -7.88 -15.02 -1.31 4.33
Euronext Paris CAC 40 NR EUR TR 12-13-18 2.44 -5.78 -3.93 -7.86 -7.22 4.95 6.26
Euronext Paris CAC 40 PR EUR PR 12-13-18 2.44 -7.82 -4.02 -8.09 -9.31 2.48 3.82
FSE DAX PR EUR PR 12-12-18 -2.42 -17.77 -3.50 -9.17 -19.43 -1.00 1.09
FSE DAX TR EUR TR 12-12-18 -2.42 -15.39 -3.50 -9.17 -17.10 1.86 3.92
FTSE 100 PR GBP PR 12-13-18 2.59 -10.54 -2.50 -5.55 -8.26 4.93 1.32
FTSE 100 TR GBP TR 12-13-18 2.60 -6.80 -2.11 -4.82 -4.34 9.23 5.30
FTSE 250 PR GBP PR 12-13-18 0.37 -14.03 -6.15 -11.98 -11.18 1.83 3.18
Hang Seng Hong Kong Composite PR HKD TR 12-13-18 1.15 -13.91 2.65 -2.07 -11.50 6.53 1.88
Hang Seng HSI PR HKD PR 12-13-18 1.37 -11.38 2.80 -1.85 -9.27 7.30 2.67
MSCI AC Far East Ex Japan PR USD PR 12-12-18 -2.31 -15.47 1.73 -3.80 -13.01 7.42 1.69
MSCI ACWI PR USD PR 12-12-18 -1.71 -7.22 -2.17 -7.60 -5.98 6.60 3.95
MSCI EAFE NR USD TR 12-12-18 -1.21 -11.10 -2.29 -7.19 -9.52 4.48 2.17
MSCI EAFE PR LCL PR 12-12-18 -1.15 -9.74 -2.77 -5.97 -9.83 2.06 2.91
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 12-12-18 -0.93 -9.42 -2.47 -6.34 -9.52 2.44 2.44
MSCI EM Latin America PR USD PR 12-12-18 -1.22 -9.25 -1.44 5.76 -5.57 11.40 -4.03
MSCI EM PR LCL PR 12-12-18 -1.89 -10.86 0.81 -3.59 -8.43 7.70 3.17
MSCI EM PR USD PR 12-12-18 -2.30 -15.50 1.29 -2.55 -12.00 8.16 -0.26
MSCI Europe NR USD TR 12-12-18 -0.96 -12.26 -2.12 -8.44 -10.75 3.67 1.17
MSCI Europe PR LCL PR 12-12-18 -0.95 -9.82 -2.57 -6.59 -10.19 2.20 2.52
MSCI Hong Kong PR USD PR 12-12-18 -1.43 -10.02 4.01 0.11 -7.10 6.16 3.36
MSCI Japan NR USD TR 12-13-18 -0.55 -9.25 -0.93 -6.00 -8.69 4.95 4.59
MSCI Japan PR LCL PR 12-13-18 0.58 -10.06 -1.20 -5.21 -9.93 0.89 4.74
MSCI North America NR USD TR 12-12-18 -1.81 -0.36 -2.55 -8.18 0.22 10.93 9.21
MSCI Pacific Ex Japan NR USD TR 12-12-18 -1.06 -8.92 -1.10 -3.49 -5.64 8.91 3.29
MSCI Pacific Ex Japan PR LCL PR 12-12-18 -0.70 -8.02 -1.72 -5.11 -6.85 4.53 2.07
MSCI Pacific NR USD TR 12-12-18 -1.60 -9.24 -2.49 -4.93 -7.58 6.21 4.08
MSCI Pacific PR LCL PR 12-12-18 -1.44 -9.75 -3.02 -4.84 -9.41 1.96 3.61
MSCI World ex USA NR USD TR 12-12-18 -1.33 -11.22 -2.36 -7.38 -9.53 4.78 2.01
MSCI World Ex USA PR LCL PR 12-12-18 -1.30 -9.66 -2.74 -6.12 -9.72 2.28 2.87
Nikkei 225 Average PR JPY PR 12-13-18 1.46 -4.17 0.03 -4.40 -4.14 4.29 7.21
S&P BSE SENSEX India INR PR 12-13-18 1.75 5.50 2.23 -4.74 8.70 12.78 11.64
S&P/ASX All Ordinaries PR PR 12-13-18 -0.03 -7.01 -3.16 -8.09 -6.03 4.14 2.37
S&P/TSX Composite PR PR 12-12-18 -2.63 -8.80 -2.46 -7.89 -8.26 4.95 2.42
SIX SMI PR CHF PR 12-13-18 1.79 -6.05 -2.23 -1.62 -6.17 1.21 2.40
SIX SMI TR CHF PR 12-13-18 1.79 -2.79 -2.23 -1.52 -2.92 4.72 5.80
SSE Composite PR CNY PR 12-13-18 1.11 -20.35 -0.78 -1.96 -20.25 -8.47 3.70
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 12-12-18 -1.73 -4.35 -2.05 -7.25 -2.95 9.67 6.68
Con Tgt Risk TR USD TR 12-12-18 -0.19 -1.27 0.54 -1.10 -0.81 3.38 2.63
Mod Agg Tgt Risk TR USD TR 12-12-18 -1.39 -3.82 -1.42 -5.87 -2.59 8.45 5.91
Mod Con Tgt Risk TR USD TR 12-12-18 -0.60 -1.94 -0.12 -2.68 -1.25 5.18 3.96
Mod Tgt Risk TR USD TR 12-12-18 -0.97 -2.88 -0.74 -4.22 -1.93 6.81 4.97
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 12-12-18 -0.86 -1.47 -0.79 -3.65 -0.72 5.49 4.23
Lifetime Agg 2005 TR USD TR 12-12-18 -0.89 -1.69 -0.80 -3.81 -0.88 5.79 4.49
Lifetime Agg 2010 TR USD TR 12-12-18 -0.96 -2.12 -0.85 -4.17 -1.22 6.19 4.80
Lifetime Agg 2015 TR USD TR 12-12-18 -1.05 -2.54 -0.97 -4.64 -1.54 6.70 5.17
Lifetime Agg 2020 TR USD TR 12-12-18 -1.18 -2.94 -1.18 -5.21 -1.83 7.36 5.60
Lifetime Agg 2025 TR USD TR 12-12-18 -1.35 -3.36 -1.49 -5.93 -2.13 8.12 6.04
Lifetime Agg 2030 TR USD TR 12-12-18 -1.54 -3.79 -1.83 -6.66 -2.45 8.80 6.37
Lifetime Agg 2035 TR USD TR 12-12-18 -1.69 -4.18 -2.10 -7.20 -2.74 9.21 6.51
Lifetime Agg 2040 TR USD TR 12-12-18 -1.76 -4.49 -2.22 -7.46 -2.98 9.34 6.48
Lifetime Agg 2045 TR USD TR 12-12-18 -1.77 -4.70 -2.23 -7.50 -3.15 9.33 6.38
Lifetime Agg 2050 TR USD TR 12-12-18 -1.77 -4.87 -2.20 -7.48 -3.28 9.29 6.27
Lifetime Agg 2055 TR USD TR 12-12-18 -1.77 -5.04 -2.18 -7.45 -3.41 9.25 6.15
Lifetime Agg Incm TR USD TR 12-12-18 -0.86 -1.47 -0.79 -3.65 -0.72 5.49 4.20
Lifetime Con 2000 TR USD TR 12-12-18 -0.42 -0.73 -0.02 -1.73 -0.20 3.53 2.68
Lifetime Con 2005 TR USD TR 12-12-18 -0.42 -0.98 0.03 -1.80 -0.40 3.68 2.88
Lifetime Con 2010 TR USD TR 12-12-18 -0.45 -1.42 0.10 -2.01 -0.76 3.93 3.14
Lifetime Con 2015 TR USD TR 12-12-18 -0.50 -1.83 0.11 -2.32 -1.09 4.28 3.46
Lifetime Con 2020 TR USD TR 12-12-18 -0.56 -2.21 0.05 -2.69 -1.38 4.72 3.80
Lifetime Con 2025 TR USD TR 12-12-18 -0.64 -2.55 -0.07 -3.12 -1.64 5.24 4.19
Lifetime Con 2030 TR USD TR 12-12-18 -0.76 -2.85 -0.29 -3.67 -1.85 5.94 4.67
Lifetime Con 2035 TR USD TR 12-12-18 -0.93 -3.17 -0.65 -4.42 -2.06 6.83 5.19
Lifetime Con 2040 TR USD TR 12-12-18 -1.14 -3.58 -1.06 -5.28 -2.34 7.68 5.62
Lifetime Con 2045 TR USD TR 12-12-18 -1.33 -3.99 -1.41 -5.99 -2.64 8.25 5.86
Lifetime Con 2050 TR USD TR 12-12-18 -1.44 -4.32 -1.59 -6.37 -2.90 8.51 5.90
Lifetime Con 2055 TR USD TR 12-12-18 -1.48 -4.56 -1.65 -6.53 -3.08 8.59 5.86
Lifetime Con Incm TR USD TR 12-12-18 -0.42 -0.73 -0.02 -1.73 -0.20 3.53 2.66
Lifetime Mod 2000 TR USD TR 12-12-18 -0.65 -1.11 -0.41 -2.72 -0.47 4.48 3.45
Lifetime Mod 2005 TR USD TR 12-12-18 -0.66 -1.34 -0.40 -2.83 -0.65 4.70 3.67
Lifetime Mod 2010 TR USD TR 12-12-18 -0.71 -1.77 -0.38 -3.11 -0.99 5.01 3.94
Lifetime Mod 2015 TR USD TR 12-12-18 -0.78 -2.17 -0.43 -3.48 -1.30 5.42 4.27
Lifetime Mod 2020 TR USD TR 12-12-18 -0.87 -2.55 -0.56 -3.93 -1.59 5.95 4.66
Lifetime Mod 2025 TR USD TR 12-12-18 -1.00 -2.91 -0.78 -4.53 -1.84 6.67 5.14
Lifetime Mod 2030 TR USD TR 12-12-18 -1.19 -3.31 -1.14 -5.32 -2.11 7.54 5.64
Lifetime Mod 2035 TR USD TR 12-12-18 -1.39 -3.73 -1.54 -6.13 -2.41 8.32 6.03
Lifetime Mod 2040 TR USD TR 12-12-18 -1.56 -4.14 -1.85 -6.76 -2.72 8.81 6.21
Lifetime Mod 2045 TR USD TR 12-12-18 -1.65 -4.45 -2.00 -7.07 -2.96 8.99 6.21
Lifetime Mod 2050 TR USD TR 12-12-18 -1.67 -4.66 -2.02 -7.14 -3.12 9.00 6.13
Lifetime Mod 2055 TR USD TR 12-12-18 -1.68 -4.84 -2.01 -7.15 -3.26 8.99 6.03
Lifetime Mod Incm TR USD TR 12-12-18 -0.65 -1.11 -0.41 -2.72 -0.47 4.48 3.42
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 12-12-18 -1.07 -0.91 -2.71 -6.32 2.12 -1.42 -2.60
Lng/Shrt Cmdty TR TR 12-12-18 -1.19 0.24 -3.72 -7.96 2.17 -2.91 -2.48
Lng-Only Cmdty TR TR 12-12-18 -1.74 -3.80 -4.08 -5.94 1.14 3.39 -9.09
Shrt/Flt Cmdty TR TR 12-12-18 0.52 4.42 1.62 0.01 2.37 -0.85 0.50
Shrt-Only Cmdty TR TR 12-12-18 1.10 4.47 3.29 4.32 -0.71 -5.42 6.94
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