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 09-18-18 0.51 10.28 2.00 4.75 18.37 16.06 13.01
Style
US Core TR 09-18-18 0.42 6.71 1.67 5.79 13.56 15.32 12.48
US Growth TR 09-18-18 0.16 19.52 3.15 3.59 28.59 17.80 15.73
US Large Cap TR 09-18-18 0.63 10.74 2.12 5.44 18.70 16.76 13.51
US Large Core TR 09-18-18 0.52 7.16 2.06 6.97 13.41 16.35 12.92
US Large Growth TR 09-18-18 0.56 18.93 2.94 3.06 27.98 18.25 16.71
US Large Val TR 09-18-18 1.13 4.59 1.43 6.26 13.01 15.14 10.46
US Mid Cap TR 09-18-18 0.32 8.67 1.82 3.23 17.10 14.10 11.94
US Mid Core TR 09-18-18 0.49 4.50 0.96 2.97 12.65 12.32 11.56
US Mid Growth TR 09-18-18 -0.03 17.09 3.85 4.21 25.99 15.02 12.50
US Mid Val TR 09-18-18 0.52 4.47 0.62 2.45 12.60 14.81 11.66
US Small Cap TR 09-18-18 -0.26 10.19 1.24 2.10 18.70 14.50 10.91
US Small Core TR 09-18-18 -0.12 6.08 -0.04 0.21 15.19 13.30 10.49
US Small Growth TR 09-18-18 -0.60 20.51 3.81 4.66 29.25 16.71 12.25
US Small Val TR 09-18-18 -0.02 4.32 -0.15 1.31 11.83 13.24 9.84
US Value TR 09-18-18 0.93 4.59 1.16 5.14 12.91 14.98 10.69
Sector
US Cyclcl Sup Sec TR 09-18-18 -0.14 8.96 1.44 2.61 19.62 16.24 12.81
US Basic Materials TR 09-18-18 0.37 -0.97 0.99 -1.11 7.43 15.35 8.45
US Consumr Cyclcl TR 09-18-18 -0.05 17.78 3.26 2.21 30.36 16.63 14.21
US Financial Services TR 09-18-18 -0.22 5.56 0.70 3.08 17.73 18.00 13.64
US Real Estate TR 09-18-18 -0.45 4.32 -1.04 5.11 5.16 8.50 8.64
US Dfnsve Sup Sec TR 09-18-18 1.00 8.85 1.56 9.20 10.88 10.65 12.31
US Consumr Dfnsve TR 09-18-18 0.55 -1.76 -0.30 7.39 3.35 8.42 8.95
US Healthcare TR 09-18-18 1.33 15.61 2.82 10.07 16.52 11.19 14.65
US Utilities TR 09-18-18 0.38 5.89 -0.10 9.22 4.37 13.23 11.24
US Snstve Sup Sec TR 09-18-18 0.76 12.23 2.71 4.16 21.95 19.46 13.64
US Commun Svc Capped TR 09-18-18 2.33 3.17 3.07 11.34 4.38 9.74 9.38
US Energy Capped TR 09-18-18 2.03 6.09 3.20 0.29 17.04 8.63 -0.18
US Industrials TR 09-18-18 2.00 7.90 4.24 6.41 17.12 17.85 13.06
US Technology TR 09-18-18 -0.33 18.45 1.87 3.11 29.14 25.51 20.48
Moat
Morningstar Wide Moat Focus TR 09-18-18 1.25 10.47 1.83 6.27 17.88 20.08 13.06
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 09-18-18 1.09 7.97 2.47 5.64 20.19 19.92 13.58
NASDAQ Composite PR PR 09-18-18 -0.21 15.25 1.79 2.70 23.26 18.12 16.03
NYSE Composite PR --- 09-18-18 1.08 2.21 1.42 3.02 8.10 9.28 5.77
Russell 2000 TR TR 09-18-18 -0.39 12.38 1.18 1.41 20.24 15.31 11.20
S&P 500 TR TR 09-18-18 0.62 10.16 2.07 5.21 18.25 16.42 13.29
S&P MidCap 400 TR 09-18-18 0.15 8.34 1.46 2.47 17.39 14.79 11.85
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 09-18-18 -0.26 -1.84 -0.74 0.18 -1.62 1.34 2.31
US Inter Core Bd TR Bond TR 09-18-18 -0.24 -1.33 -0.63 0.24 -1.52 1.10 2.19
US Lng Core Bd TR Bond TR 09-18-18 -0.55 -4.78 -1.62 -0.13 -3.26 2.50 4.31
US Shrt Core Bd TR Bond TR 09-18-18 -0.05 0.04 -0.15 0.37 -0.29 0.77 0.95
Corporate
US Corp Bd TR Bond TR 09-18-18 -0.14 -2.52 -0.65 0.72 -1.38 2.92 3.56
US Inter Corp Bd TR Bond TR 09-18-18 -0.09 -1.31 -0.41 0.83 -1.27 2.32 2.99
US Lng Corp Bd TR Bond TR 09-18-18 -0.26 -4.91 -1.18 0.71 -2.53 4.12 5.06
US Shrt Corp Bd TR Bond TR 09-18-18 0.00 0.30 -0.06 0.66 0.26 1.64 1.75
Government
US Gov Bd TR Bond TR 09-18-18 -0.35 -1.76 -0.87 -0.17 -2.08 0.37 1.41
US Inter Gov Bd TR Bond TR 09-18-18 -0.28 -1.50 -0.73 0.07 -2.43 0.17 1.24
US Lng Gov Bd TR Bond TR 09-18-18 -0.89 -4.66 -2.13 -1.12 -4.18 0.65 3.64
US Shrt Gov Bd TR Bond TR 09-18-18 -0.07 -0.09 -0.19 0.23 -0.56 0.35 0.61
Other
Mortgage TR Bond TR 09-18-18 -0.26 -1.28 -0.64 0.16 -1.23 1.17 2.36
US TIPS TR TR 09-18-18 -0.45 -0.87 -0.86 -0.29 -0.39 1.86 1.48
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 09-18-18 -0.25 -1.77 -0.68 0.21 -1.53 1.29 2.22
BBgBarc US Government TR TR 09-18-18 -0.34 -1.68 -0.79 -0.14 -2.00 0.38 1.40
BBgBarc US MBS TR TR 09-18-18 -0.25 -1.24 -0.63 0.16 -1.16 0.95 2.12
ICE BofAML US High Yield TR TR 09-18-18 0.43 2.38 0.87 1.71 3.22 7.18 5.53
USTREAS T-Bill Auction Ave 3 --- 08-31-18 --- 1.23 0.17 0.51 1.64 0.86 0.53
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-18 --- -2.16 1.11 0.46 -3.81 0.28 2.12
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 09-18-18 -0.34 -0.45 -0.64 0.01 -0.16 2.40 3.71
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 09-18-18 -0.76 -6.46 -2.43 -2.69 -1.96 3.00 -4.66
Euronext BEL 20 PR EUR PR 09-19-18 1.11 -6.18 -0.97 -0.37 -6.07 2.97 5.61
Euronext Paris CAC 40 NR EUR TR 09-19-18 1.16 3.51 0.92 0.13 5.33 8.50 7.58
Euronext Paris CAC 40 PR EUR PR 09-19-18 1.16 1.53 0.91 0.06 2.98 5.94 5.10
FSE DAX PR EUR PR 09-18-18 1.57 -8.53 -0.43 -5.27 -5.92 4.02 4.16
FSE DAX TR EUR TR 09-19-18 1.55 -5.41 0.07 -3.62 -2.73 7.21 7.04
FTSE 100 PR GBP PR 09-19-18 0.24 -4.64 -3.01 -3.59 0.77 6.30 2.05
FTSE 100 TR GBP TR 09-19-18 0.25 -1.41 -2.82 -2.50 4.95 10.62 6.02
FTSE 250 PR GBP PR 09-19-18 0.59 -1.09 0.27 -1.61 4.94 6.54 6.25
Hang Seng Hong Kong Composite PR HKD TR 09-19-18 4.78 -10.21 0.94 -8.85 -4.58 7.24 2.90
Hang Seng HSI PR HKD PR 09-19-18 4.26 -8.20 0.93 -6.79 -2.09 7.81 3.17
MSCI AC Far East Ex Japan PR USD PR 09-18-18 1.52 -10.60 -0.28 -10.20 -6.25 8.38 3.05
MSCI ACWI PR USD PR 09-18-18 1.20 1.40 1.39 1.01 6.96 9.70 6.12
MSCI EAFE NR USD TR 09-18-18 2.20 -2.63 1.48 -1.08 2.05 7.36 4.29
MSCI EAFE PR LCL PR 09-18-18 1.54 -2.77 -0.02 -1.29 1.88 4.90 4.50
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 09-18-18 0.88 -2.85 -1.17 -1.72 0.08 4.64 3.72
MSCI EM Latin America PR USD PR 09-18-18 5.11 -11.58 0.00 3.56 -16.48 7.54 -5.93
MSCI EM PR LCL PR 09-18-18 1.12 -6.39 0.25 -5.37 -3.32 7.84 4.10
MSCI EM PR USD PR 09-18-18 1.64 -11.97 -0.31 -7.80 -8.37 7.11 0.37
MSCI Europe NR USD TR 09-18-18 1.94 -3.09 1.94 -0.77 -0.39 6.08 3.67
MSCI Europe PR LCL PR 09-18-18 0.81 -3.13 -0.98 -1.77 -0.63 4.54 3.87
MSCI Hong Kong PR USD PR 09-18-18 3.91 -7.09 -0.62 -6.44 -3.35 6.86 4.38
MSCI Japan NR USD TR 09-18-18 2.83 -1.11 2.01 -1.40 9.25 9.97 6.49
MSCI Japan PR LCL PR 09-19-18 5.52 -0.97 5.24 3.10 7.55 6.13 7.22
MSCI North America NR USD TR 09-18-18 0.64 9.12 1.86 4.61 16.68 15.09 11.84
MSCI Pacific Ex Japan NR USD TR 09-18-18 2.21 -4.10 -2.15 -2.48 0.64 10.04 3.48
MSCI Pacific Ex Japan PR LCL PR 09-18-18 1.07 -2.22 -2.34 -1.89 2.98 5.77 2.91
MSCI Pacific NR USD TR 09-18-18 2.62 -2.10 0.62 -1.75 6.30 10.02 5.45
MSCI Pacific PR LCL PR 09-18-18 2.78 -2.36 1.67 -0.55 6.25 5.71 5.65
MSCI World ex USA NR USD TR 09-18-18 2.18 -2.59 1.32 -0.91 2.10 7.46 4.12
MSCI World Ex USA PR LCL PR 09-18-18 1.46 -2.54 -0.13 -1.30 2.29 4.98 4.52
Nikkei 225 Average PR JPY PR 09-19-18 4.72 3.99 6.30 6.26 16.62 9.42 9.90
S&P BSE SENSEX India INR PR 09-19-18 -1.58 9.00 -2.18 5.20 14.56 12.29 12.45
S&P/ASX All Ordinaries PR PR 09-19-18 0.21 2.10 -2.01 1.42 9.09 6.63 3.55
S&P/TSX Composite PR PR 09-18-18 0.63 -0.08 -0.78 -1.15 6.30 5.87 4.61
SIX SMI PR CHF PR 09-19-18 -0.23 -4.71 -0.71 5.63 -1.69 0.76 2.01
SIX SMI TR CHF PR 09-19-18 -0.12 -1.41 -0.61 5.74 1.81 4.25 5.40
SSE Composite PR CNY PR 09-19-18 2.81 -17.43 2.32 -6.09 -18.65 -4.12 4.50
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 09-18-18 0.99 3.98 1.42 1.79 10.45 12.63 8.92
Con Tgt Risk TR USD TR 09-18-18 0.10 -0.19 -0.11 0.62 1.14 3.69 3.05
Mod Agg Tgt Risk TR USD TR 09-18-18 0.82 2.84 1.09 1.51 8.21 10.75 7.74
Mod Con Tgt Risk TR USD TR 09-18-18 0.32 0.95 0.28 1.01 3.65 6.18 4.83
Mod Tgt Risk TR USD TR 09-18-18 0.58 1.83 0.68 1.25 5.82 8.43 6.31
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 09-18-18 0.34 2.48 0.56 1.38 5.68 6.78 5.29
Lifetime Agg 2005 TR USD TR 09-18-18 0.35 2.42 0.56 1.39 5.83 7.16 5.62
Lifetime Agg 2010 TR USD TR 09-18-18 0.38 2.39 0.57 1.40 6.16 7.71 6.06
Lifetime Agg 2015 TR USD TR 09-18-18 0.44 2.49 0.63 1.46 6.70 8.43 6.58
Lifetime Agg 2020 TR USD TR 09-18-18 0.53 2.77 0.75 1.55 7.51 9.35 7.21
Lifetime Agg 2025 TR USD TR 09-18-18 0.65 3.21 0.94 1.67 8.57 10.43 7.88
Lifetime Agg 2030 TR USD TR 09-18-18 0.78 3.68 1.16 1.79 9.63 11.45 8.43
Lifetime Agg 2035 TR USD TR 09-18-18 0.88 3.97 1.32 1.84 10.31 12.10 8.73
Lifetime Agg 2040 TR USD TR 09-18-18 0.94 3.99 1.39 1.80 10.47 12.32 8.76
Lifetime Agg 2045 TR USD TR 09-18-18 0.96 3.82 1.39 1.71 10.30 12.29 8.67
Lifetime Agg 2050 TR USD TR 09-18-18 0.97 3.62 1.37 1.60 10.06 12.21 8.54
Lifetime Agg 2055 TR USD TR 09-18-18 0.98 3.41 1.35 1.49 9.81 12.13 8.41
Lifetime Agg Incm TR USD TR 09-18-18 0.34 2.48 0.56 1.38 5.68 6.78 5.24
Lifetime Con 2000 TR USD TR 09-18-18 0.08 0.98 0.07 0.74 2.50 3.93 3.12
Lifetime Con 2005 TR USD TR 09-18-18 0.07 0.78 0.02 0.72 2.43 4.12 3.37
Lifetime Con 2010 TR USD TR 09-18-18 0.06 0.53 -0.05 0.69 2.44 4.44 3.70
Lifetime Con 2015 TR USD TR 09-18-18 0.08 0.43 -0.07 0.72 2.67 4.93 4.13
Lifetime Con 2020 TR USD TR 09-18-18 0.12 0.46 -0.04 0.78 3.07 5.52 4.60
Lifetime Con 2025 TR USD TR 09-18-18 0.18 0.60 0.03 0.86 3.62 6.23 5.13
Lifetime Con 2030 TR USD TR 09-18-18 0.28 0.95 0.17 0.98 4.49 7.18 5.80
Lifetime Con 2035 TR USD TR 09-18-18 0.41 1.54 0.41 1.16 5.74 8.40 6.56
Lifetime Con 2040 TR USD TR 09-18-18 0.57 2.19 0.68 1.33 7.08 9.63 7.26
Lifetime Con 2045 TR USD TR 09-18-18 0.70 2.66 0.90 1.44 8.07 10.51 7.69
Lifetime Con 2050 TR USD TR 09-18-18 0.77 2.78 1.00 1.45 8.43 10.91 7.84
Lifetime Con 2055 TR USD TR 09-18-18 0.81 2.74 1.04 1.39 8.48 11.04 7.83
Lifetime Con Incm TR USD TR 09-18-18 0.08 0.98 0.07 0.74 2.50 3.93 3.09
Lifetime Mod 2000 TR USD TR 09-18-18 0.21 1.75 0.32 1.09 4.12 5.33 4.21
Lifetime Mod 2005 TR USD TR 09-18-18 0.21 1.62 0.30 1.08 4.16 5.60 4.48
Lifetime Mod 2010 TR USD TR 09-18-18 0.22 1.47 0.26 1.07 4.31 6.02 4.85
Lifetime Mod 2015 TR USD TR 09-18-18 0.25 1.46 0.27 1.10 4.66 6.59 5.31
Lifetime Mod 2020 TR USD TR 09-18-18 0.31 1.59 0.34 1.17 5.22 7.32 5.85
Lifetime Mod 2025 TR USD TR 09-18-18 0.41 1.94 0.48 1.28 6.12 8.32 6.53
Lifetime Mod 2030 TR USD TR 09-18-18 0.54 2.49 0.71 1.44 7.36 9.54 7.29
Lifetime Mod 2035 TR USD TR 09-18-18 0.69 3.08 0.97 1.60 8.60 10.68 7.92
Lifetime Mod 2040 TR USD TR 09-18-18 0.81 3.45 1.16 1.67 9.42 11.44 8.28
Lifetime Mod 2045 TR USD TR 09-18-18 0.87 3.52 1.25 1.65 9.69 11.74 8.36
Lifetime Mod 2050 TR USD TR 09-18-18 0.90 3.39 1.26 1.57 9.58 11.76 8.29
Lifetime Mod 2055 TR USD TR 09-18-18 0.91 3.22 1.25 1.48 9.40 11.73 8.19
Lifetime Mod Incm TR USD TR 09-18-18 0.21 1.75 0.32 1.09 4.12 5.33 4.17
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 09-18-18 -0.12 5.20 3.25 2.34 12.06 0.51 -1.77
Lng/Shrt Cmdty TR TR 09-18-18 0.32 9.13 4.29 5.82 16.47 -0.04 -0.74
Lng-Only Cmdty TR TR 09-18-18 -0.29 1.36 1.81 -1.24 8.38 0.79 -8.60
Shrt/Flt Cmdty TR TR 09-18-18 0.34 5.09 1.55 4.40 5.41 -0.50 1.04
Shrt-Only Cmdty TR TR 09-18-18 0.53 1.37 -0.73 3.34 -3.75 -2.01 6.86
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