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 10-20-17 0.85 16.67 2.89 4.63 22.92 12.78 14.82
Style
US Core TR 10-20-17 1.14 17.03 2.92 4.39 23.27 13.22 15.83
US Growth TR 10-20-17 0.44 23.79 2.75 4.00 25.54 13.39 15.34
US Large Cap TR 10-20-17 0.88 17.81 2.71 4.87 23.49 13.11 14.76
US Large Core TR 10-20-17 1.20 18.54 2.67 4.45 24.34 13.79 16.15
US Large Growth TR 10-20-17 0.32 24.96 2.47 3.75 25.75 13.96 15.80
US Large Val TR 10-20-17 1.19 10.55 3.02 6.53 20.54 11.53 12.37
US Mid Cap TR 10-20-17 0.84 14.53 3.15 3.98 21.17 11.98 15.23
US Mid Core TR 10-20-17 1.15 15.02 3.34 4.39 20.67 11.95 15.33
US Mid Growth TR 10-20-17 0.74 20.79 3.21 4.61 24.48 11.40 13.92
US Mid Val TR 10-20-17 0.59 7.93 2.88 2.81 18.17 12.50 16.47
US Small Cap TR 10-20-17 0.57 11.48 4.06 4.10 22.01 11.72 14.24
US Small Core TR 10-20-17 0.56 9.12 4.18 3.67 21.09 11.60 14.54
US Small Growth TR 10-20-17 0.81 20.31 4.38 4.82 26.15 12.82 14.42
US Small Val TR 10-20-17 0.28 5.38 3.57 3.80 18.50 10.67 13.68
US Value TR 10-20-17 1.01 9.67 3.03 5.60 19.96 11.69 13.31
Sector
US Cyclcl Sup Sec TR 10-20-17 0.86 15.41 3.51 4.99 26.63 13.64 15.55
US Basic Materials TR 10-20-17 0.58 19.47 3.78 6.52 27.89 10.12 10.83
US Consumr Cyclcl TR 10-20-17 0.31 15.34 2.31 1.78 19.94 13.12 15.66
US Financial Services TR 10-20-17 1.74 16.90 4.91 7.98 37.11 16.23 18.11
US Real Estate TR 10-20-17 -1.11 5.78 0.80 0.86 6.50 7.79 8.96
US Dfnsve Sup Sec TR 10-20-17 0.78 16.62 1.37 2.46 16.48 11.32 14.99
US Consumr Dfnsve TR 10-20-17 -1.30 6.15 -0.45 -0.90 7.38 9.19 12.13
US Healthcare TR 10-20-17 1.82 23.56 2.15 3.82 21.73 12.46 17.84
US Utilities TR 10-20-17 1.33 15.91 2.38 4.78 18.31 12.09 12.47
US Snstve Sup Sec TR 10-20-17 0.88 17.77 3.31 5.69 24.08 13.03 14.23
US Commun Svc Capped TR 10-20-17 0.09 1.63 -1.86 -0.04 9.23 10.14 11.53
US Energy Capped TR 10-20-17 -0.72 -8.68 1.16 4.37 -2.09 -4.93 0.37
US Industrials TR 10-20-17 1.27 18.06 3.83 6.69 29.10 14.52 17.06
US Technology TR 10-20-17 1.07 31.20 4.53 6.30 33.87 19.82 19.18
Moat
Morningstar Wide Moat Focus TR 10-20-17 1.13 18.45 2.36 3.09 23.62 12.92 15.75
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 10-20-17 2.04 20.33 4.19 8.57 31.65 15.34 14.64
NASDAQ Composite PR PR 10-20-17 0.35 23.15 2.68 3.74 26.46 15.38 17.14
NYSE Composite PR --- 10-20-17 0.64 12.42 2.33 4.07 17.30 6.37 8.35
Russell 2000 TR TR 10-20-17 0.45 12.36 4.53 4.97 25.42 12.86 14.53
S&P 500 TR TR 10-20-17 0.88 16.88 2.81 4.63 22.75 12.95 14.84
S&P MidCap 400 TR 10-20-17 0.87 11.80 3.93 3.53 21.94 12.94 14.95
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 10-20-17 -0.48 3.12 -0.16 0.26 0.36 2.35 2.21
US Inter Core Bd TR Bond TR 10-20-17 -0.45 2.50 -0.17 0.27 0.29 2.30 2.28
US Lng Core Bd TR Bond TR 10-20-17 -0.88 6.33 -0.24 0.42 0.13 3.73 3.42
US Shrt Core Bd TR Bond TR 10-20-17 -0.15 1.29 -0.06 0.09 0.68 1.06 1.07
Corporate
US Corp Bd TR Bond TR 10-20-17 -0.42 5.41 0.27 0.71 2.52 3.48 3.27
US Inter Corp Bd TR Bond TR 10-20-17 -0.36 4.48 0.18 0.53 2.09 3.16 3.18
US Lng Corp Bd TR Bond TR 10-20-17 -0.63 7.92 0.41 1.01 3.18 4.64 4.22
US Shrt Corp Bd TR Bond TR 10-20-17 -0.14 2.42 0.13 0.38 1.81 1.86 1.95
Government
US Gov Bd TR Bond TR 10-20-17 -0.55 2.07 -0.48 -0.18 -1.18 1.41 1.31
US Inter Gov Bd TR Bond TR 10-20-17 -0.53 1.78 -0.46 -0.31 -0.99 1.42 1.27
US Lng Gov Bd TR Bond TR 10-20-17 -1.19 4.44 -1.03 -0.33 -3.36 2.82 2.63
US Shrt Gov Bd TR Bond TR 10-20-17 -0.16 0.75 -0.15 -0.05 0.13 0.67 0.72
Other
Mortgage TR Bond TR 10-20-17 -0.44 2.31 -0.13 0.44 0.39 2.42 2.47
US TIPS TR TR 10-20-17 -0.60 1.69 -0.49 0.43 -0.65 1.02 0.02
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 10-20-17 -0.45 3.01 -0.12 0.26 0.31 2.14 2.04
BBgBarc US Government TR TR 10-20-17 -0.51 1.99 -0.41 -0.17 -1.11 1.38 1.31
BBgBarc US MBS TR TR 10-20-17 -0.43 2.10 -0.16 0.38 0.23 1.95 1.97
BofAML US HY Master II TR TR 10-20-17 0.28 7.52 0.72 1.52 8.29 5.94 6.22
USTREAS T-Bill Auction Ave 3 --- 09-30-17 --- 0.66 0.09 0.27 0.77 0.35 0.23
USTREAS T-Bill Cnst Mat Rate 10 TR 09-30-17 --- 2.79 -1.68 0.37 -4.31 2.58 0.88
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 10-20-17 0.10 5.20 0.21 0.82 2.41 2.98 3.09
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 10-20-17 -0.51 16.26 -1.84 1.71 5.38 -7.96 -4.24
Euronext BEL 20 PR EUR PR 10-20-17 0.32 13.22 2.96 4.68 13.09 11.19 11.34
Euronext Paris CAC 40 NR EUR TR 10-20-17 0.39 12.74 2.62 3.46 20.98 13.05 11.53
Euronext Paris CAC 40 PR EUR PR 10-20-17 0.39 10.49 2.49 3.33 18.33 10.41 8.92
FSE DAX PR EUR PR 10-20-17 0.00 10.18 3.36 4.37 18.21 11.14 8.82
FSE DAX TR EUR TR 10-20-17 0.00 13.15 3.36 4.37 21.40 14.22 11.97
FTSE 100 PR GBP PR 10-20-17 -0.16 5.33 3.46 0.47 7.06 6.28 4.99
FTSE 100 TR GBP TR 10-20-17 -0.14 8.94 3.64 1.61 11.37 10.48 9.01
FTSE 250 PR GBP PR 10-20-17 -0.56 11.45 3.10 1.94 12.27 10.94 10.78
Hang Seng Hong Kong Composite PR HKD TR 10-20-17 0.05 32.47 1.29 7.87 25.36 7.76 6.32
Hang Seng HSI PR HKD PR 10-20-17 0.04 29.48 1.28 6.53 21.87 7.28 5.74
MSCI AC Far East Ex Japan PR USD PR 10-20-17 -0.09 34.43 1.58 6.40 25.78 7.60 5.70
MSCI ACWI PR USD PR 10-20-17 0.26 17.67 1.71 3.91 19.82 7.47 8.24
MSCI EAFE NR USD TR 10-20-17 -0.31 21.46 1.04 3.70 22.11 7.41 8.08
MSCI EAFE PR LCL PR 10-20-17 0.47 10.75 2.90 3.08 16.19 7.98 9.11
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 10-20-17 0.13 10.29 2.62 2.21 13.56 7.16 7.08
MSCI EM Latin America PR USD PR 10-20-17 -1.24 25.13 -2.38 7.06 13.09 -1.84 -4.70
MSCI EM PR LCL PR 10-20-17 -0.14 25.59 1.67 6.39 21.56 8.11 5.98
MSCI EM PR USD PR 10-20-17 -0.55 29.85 0.69 5.69 22.59 4.49 2.16
MSCI Europe NR USD TR 10-20-17 -0.65 23.23 0.57 3.47 25.43 6.86 7.72
MSCI Europe PR LCL PR 10-20-17 -0.04 10.22 2.66 2.27 14.18 7.94 7.54
MSCI Hong Kong PR USD PR 10-20-17 0.14 27.36 0.43 4.92 15.62 6.77 7.05
MSCI Japan NR USD TR 10-20-17 0.24 17.63 2.67 5.24 16.53 10.73 11.12
MSCI Japan PR LCL PR 10-20-17 1.58 12.51 3.83 6.04 24.85 10.94 17.25
MSCI North America NR USD TR 10-20-17 0.80 16.20 2.57 4.40 21.54 11.46 13.25
MSCI Pacific Ex Japan NR USD TR 10-20-17 0.44 21.17 0.51 2.86 18.19 5.22 5.39
MSCI Pacific Ex Japan PR LCL PR 10-20-17 1.07 11.57 2.56 2.73 12.00 3.86 5.18
MSCI Pacific NR USD TR 10-20-17 0.31 18.82 1.93 4.43 17.10 8.71 8.92
MSCI Pacific PR LCL PR 10-20-17 1.41 12.21 3.40 4.90 20.41 8.28 12.31
MSCI World ex USA NR USD TR 10-20-17 -0.32 20.61 1.01 3.74 21.49 6.90 7.55
MSCI World Ex USA PR LCL PR 10-20-17 0.48 10.13 2.95 3.17 15.41 7.54 8.71
Nikkei 225 Average PR JPY PR 10-20-17 1.43 12.26 5.65 6.52 24.50 12.40 18.97
S&P BSE SENSEX India INR PR 10-19-17 0.65 21.65 -0.04 1.36 15.74 7.45 11.63
S&P/ASX All Ordinaries PR PR 10-20-17 1.43 4.36 3.45 2.81 8.01 3.99 5.38
S&P/TSX Composite PR PR 10-20-17 0.32 3.73 3.04 3.88 6.80 3.41 5.01
SIX SMI PR CHF PR 10-20-17 -0.80 12.38 1.56 2.32 14.47 3.70 6.46
SIX SMI TR CHF PR 10-20-17 -0.80 16.08 1.56 2.42 18.25 7.16 9.90
SSE Composite PR CNY PR 10-20-17 -0.35 8.86 0.38 4.12 9.54 12.76 9.68
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 10-20-17 0.32 17.56 2.11 4.31 21.37 10.08 11.19
Con Tgt Risk TR USD TR 10-20-17 -0.23 5.85 0.30 1.23 4.56 3.25 3.23
Mod Agg Tgt Risk TR USD TR 10-20-17 0.20 15.18 1.74 3.69 17.88 8.75 9.66
Mod Con Tgt Risk TR USD TR 10-20-17 -0.06 8.91 0.84 2.08 8.91 5.32 5.60
Mod Tgt Risk TR USD TR 10-20-17 0.06 11.87 1.28 2.88 13.23 7.01 7.64
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 10-20-17 0.00 8.47 0.92 2.22 9.32 5.30 5.98
Lifetime Agg 2005 TR USD TR 10-20-17 -0.01 9.09 0.97 2.33 9.99 5.67 6.49
Lifetime Agg 2010 TR USD TR 10-20-17 -0.02 10.00 1.05 2.52 11.06 6.18 7.15
Lifetime Agg 2015 TR USD TR 10-20-17 0.00 11.09 1.19 2.77 12.46 6.82 7.98
Lifetime Agg 2020 TR USD TR 10-20-17 0.04 12.43 1.37 3.10 14.31 7.60 8.96
Lifetime Agg 2025 TR USD TR 10-20-17 0.11 13.95 1.61 3.49 16.54 8.46 9.95
Lifetime Agg 2030 TR USD TR 10-20-17 0.18 15.37 1.84 3.87 18.68 9.19 10.69
Lifetime Agg 2035 TR USD TR 10-20-17 0.23 16.34 2.00 4.13 20.11 9.62 11.02
Lifetime Agg 2040 TR USD TR 10-20-17 0.24 16.80 2.05 4.25 20.70 9.73 11.05
Lifetime Agg 2045 TR USD TR 10-20-17 0.23 16.97 2.04 4.27 20.80 9.69 10.95
Lifetime Agg 2050 TR USD TR 10-20-17 0.21 17.07 2.02 4.28 20.82 9.61 10.83
Lifetime Agg 2055 TR USD TR 10-20-17 0.19 17.18 1.99 4.28 20.82 9.53 10.70
Lifetime Agg Incm TR USD TR 10-20-17 0.00 8.47 0.92 2.22 9.32 5.30 5.88
Lifetime Con 2000 TR USD TR 10-20-17 -0.20 5.09 0.27 1.21 4.30 2.97 2.96
Lifetime Con 2005 TR USD TR 10-20-17 -0.23 5.47 0.26 1.25 4.52 3.19 3.28
Lifetime Con 2010 TR USD TR 10-20-17 -0.28 6.11 0.29 1.36 5.07 3.54 3.77
Lifetime Con 2015 TR USD TR 10-20-17 -0.29 6.94 0.36 1.53 5.93 4.01 4.36
Lifetime Con 2020 TR USD TR 10-20-17 -0.29 7.88 0.46 1.74 7.00 4.55 5.04
Lifetime Con 2025 TR USD TR 10-20-17 -0.27 8.95 0.61 1.98 8.33 5.18 5.88
Lifetime Con 2030 TR USD TR 10-20-17 -0.20 10.30 0.82 2.31 10.19 5.99 6.94
Lifetime Con 2035 TR USD TR 10-20-17 -0.11 11.97 1.10 2.75 12.65 6.96 8.09
Lifetime Con 2040 TR USD TR 10-20-17 -0.01 13.63 1.40 3.21 15.17 7.86 9.03
Lifetime Con 2045 TR USD TR 10-20-17 0.07 14.87 1.61 3.56 16.99 8.44 9.51
Lifetime Con 2050 TR USD TR 10-20-17 0.09 15.51 1.70 3.73 17.90 8.67 9.67
Lifetime Con 2055 TR USD TR 10-20-17 0.09 15.85 1.73 3.80 18.25 8.72 9.66
Lifetime Con Incm TR USD TR 10-20-17 -0.20 5.09 0.27 1.21 4.30 2.97 2.92
Lifetime Mod 2000 TR USD TR 10-20-17 -0.10 6.72 0.61 1.73 6.74 4.11 4.49
Lifetime Mod 2005 TR USD TR 10-20-17 -0.12 7.19 0.62 1.80 7.16 4.39 4.89
Lifetime Mod 2010 TR USD TR 10-20-17 -0.15 7.94 0.67 1.95 7.93 4.81 5.44
Lifetime Mod 2015 TR USD TR 10-20-17 -0.15 8.85 0.77 2.14 8.99 5.33 6.12
Lifetime Mod 2020 TR USD TR 10-20-17 -0.13 9.96 0.91 2.40 10.40 5.98 6.98
Lifetime Mod 2025 TR USD TR 10-20-17 -0.08 11.37 1.12 2.75 12.38 6.83 8.06
Lifetime Mod 2030 TR USD TR 10-20-17 0.01 13.05 1.40 3.18 14.86 7.78 9.17
Lifetime Mod 2035 TR USD TR 10-20-17 0.10 14.62 1.67 3.61 17.24 8.62 10.01
Lifetime Mod 2040 TR USD TR 10-20-17 0.16 15.71 1.85 3.92 18.87 9.11 10.42
Lifetime Mod 2045 TR USD TR 10-20-17 0.18 16.26 1.92 4.06 19.58 9.28 10.49
Lifetime Mod 2050 TR USD TR 10-20-17 0.17 16.47 1.92 4.10 19.77 9.26 10.43
Lifetime Mod 2055 TR USD TR 10-20-17 0.15 16.62 1.91 4.11 19.84 9.21 10.32
Lifetime Mod Incm TR USD TR 10-20-17 -0.10 6.72 0.61 1.73 6.74 4.11 4.43
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 10-20-17 0.11 -5.15 0.67 1.82 -9.97 -3.71 -4.28
Lng/Shrt Cmdty TR TR 10-20-17 0.76 -5.97 1.05 2.90 -11.11 -4.15 -2.74
Lng-Only Cmdty TR TR 10-20-17 -0.53 -3.61 0.16 3.56 -2.15 -12.17 -10.96
Shrt/Flt Cmdty TR TR 10-20-17 0.75 -2.01 0.69 -1.74 -2.27 -0.81 1.27
Shrt-Only Cmdty TR TR 10-20-17 0.64 3.62 0.23 -3.43 0.02 8.87 8.55
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