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 07-28-16 0.36 7.57 7.04 5.29 5.17 10.55 12.89
Style
US Core TR 07-28-16 0.58 8.87 7.73 5.73 6.74 10.82 14.22
US Growth TR 07-28-16 0.82 3.78 7.60 5.85 0.48 12.21 12.77
US Large Cap TR 07-28-16 0.16 6.71 6.55 5.08 5.26 10.77 13.10
US Large Core TR 07-28-16 0.39 8.03 7.25 5.31 6.96 10.74 14.65
US Large Growth TR 07-28-16 0.74 2.75 7.29 5.66 0.80 13.45 13.65
US Large Val TR 07-28-16 -0.66 9.82 5.06 4.12 8.65 8.05 11.01
US Mid Cap TR 07-28-16 0.79 9.84 7.97 5.73 5.31 10.65 12.70
US Mid Core TR 07-28-16 1.10 10.37 8.58 6.85 6.35 11.97 13.75
US Mid Growth TR 07-28-16 0.68 6.93 7.92 5.66 -0.41 9.15 10.21
US Mid Val TR 07-28-16 0.55 12.21 7.38 4.63 10.28 10.85 14.15
US Small Cap TR 07-28-16 1.18 10.34 9.50 6.25 3.69 7.86 11.11
US Small Core TR 07-28-16 0.98 12.29 10.27 6.38 5.26 8.41 10.82
US Small Growth TR 07-28-16 2.06 6.88 9.94 8.34 -0.57 7.75 10.70
US Small Val TR 07-28-16 0.50 11.78 8.16 4.04 6.48 7.38 11.84
US Value TR 07-28-16 -0.33 10.42 5.74 4.22 8.82 8.59 11.71
Sector
--- TR 07-28-16 0.58 4.03 7.91 3.04 1.48 8.89 12.89
--- TR 07-28-16 0.88 15.93 9.87 4.64 12.54 8.23 5.25
--- TR 07-28-16 0.28 4.45 7.92 3.44 3.00 11.00 15.89
--- TR 07-28-16 0.82 -1.54 8.24 0.16 -6.01 6.36 12.60
--- TR 07-28-16 0.38 15.51 5.36 11.18 18.86 12.57 11.95
--- TR 07-28-16 -0.26 8.24 5.18 6.28 5.45 14.07 16.85
--- TR 07-28-16 -1.04 10.55 2.89 5.74 12.36 12.83 15.13
--- TR 07-28-16 0.30 4.09 7.79 6.15 -2.16 15.41 19.42
--- TR 07-28-16 -0.52 21.43 1.00 8.26 25.17 13.21 13.41
--- TR 07-28-16 0.62 10.18 7.63 6.52 8.19 9.79 10.65
--- TR 07-28-16 0.69 15.79 5.64 7.68 15.00 11.70 15.39
--- TR 07-28-16 -2.29 12.10 0.17 -1.21 -3.06 -5.15 -0.89
--- TR 07-28-16 0.04 10.43 8.14 3.91 10.40 11.15 13.45
--- TR 07-28-16 2.23 7.32 11.11 10.54 8.57 15.44 13.28
Moat
Morningstar Wide Moat Focus TR 07-28-16 0.87 19.45 9.10 4.77 13.58 11.84 15.52
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 07-28-16 -0.33 7.52 6.16 4.22 7.51 8.49 11.37
NASDAQ Composite PR PR 07-28-16 1.60 2.95 9.87 7.28 1.29 12.58 13.26
NYSE Composite PR --- 07-28-16 -0.13 5.92 5.74 2.52 -0.43 3.75 5.75
Russell 2000 TR TR 07-28-16 1.13 8.09 10.02 7.15 0.95 6.56 10.32
--- TR 07-28-16 0.24 7.49 6.72 5.11 6.00 10.98 13.20
S&P MidCap 400 TR 07-28-16 0.76 12.13 7.80 6.16 6.80 9.84 12.14
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 07-28-16 0.24 5.75 0.40 2.32 6.18 4.27 3.88
US Inter Core Bd TR Bond TR 07-28-16 0.13 4.23 0.14 1.43 4.99 4.05 3.58
US Lng Core Bd TR Bond TR 07-28-16 0.68 13.34 1.35 5.95 13.57 8.30 7.68
US Shrt Core Bd TR Bond TR 07-28-16 0.04 2.06 -0.01 0.65 1.99 1.44 1.35
Corporate
US Corp Bd TR Bond TR 07-28-16 0.27 8.62 1.30 3.28 8.40 5.40 5.29
US Inter Corp Bd TR Bond TR 07-28-16 0.20 6.45 0.79 2.23 6.34 4.59 4.74
US Lng Corp Bd TR Bond TR 07-28-16 0.43 13.97 2.25 5.44 13.53 7.92 7.45
US Shrt Corp Bd TR Bond TR 07-28-16 0.09 2.89 0.27 0.95 2.88 2.26 2.53
Government
US Gov Bd TR Bond TR 07-28-16 0.32 5.41 -0.04 2.43 5.67 3.54 3.26
US Inter Gov Bd TR Bond TR 07-28-16 0.15 4.62 -0.31 1.60 4.92 3.17 2.86
US Lng Gov Bd TR Bond TR 07-28-16 0.96 12.80 0.36 6.50 13.70 9.09 7.93
US Shrt Gov Bd TR Bond TR 07-28-16 0.02 1.66 -0.14 0.50 1.56 1.12 0.96
Other
Mortgage TR Bond TR 07-28-16 0.10 3.54 0.15 1.15 4.66 4.23 3.53
TIPS TR TR 07-28-16 0.41 6.81 0.63 2.07 5.03 2.36 2.25
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 07-28-16 0.20 5.70 0.36 2.33 5.90 4.11 3.63
Barclays US Government TR TR 07-28-16 0.31 5.31 -0.06 2.37 5.50 3.48 3.19
Barclays US MBS TR TR 07-28-16 0.08 3.17 0.12 1.08 3.96 3.81 2.92
BofAML US HY Master II TR TR 07-28-16 -0.30 12.16 3.70 4.44 5.71 4.41 5.98
USTREAS T-Bill Auction Ave 3 --- 06-30-16 --- 0.14 0.02 0.07 0.19 0.08 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-16 --- 8.23 3.37 3.11 10.19 5.44 5.16
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 07-28-16 0.23 4.35 -0.05 1.93 6.93 5.92 5.15
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 07-28-16 -0.10 4.39 2.75 -4.17 -6.89 -9.77 -4.81
Euronext BEL 20 PR EUR PR 07-28-16 -0.31 -7.62 6.50 -1.69 -8.10 9.01 6.84
Euronext Paris CAC 40 NR EUR TR 07-28-16 1.01 -2.47 8.17 -1.23 -8.80 6.17 6.29
Euronext Paris CAC 40 PR EUR PR 07-28-16 1.01 -4.67 8.11 -3.00 -11.19 3.66 3.55
FSE DAX PR EUR PR 07-28-16 1.17 -7.22 8.71 -2.45 -10.80 4.67 4.16
FSE DAX TR EUR TR 07-28-16 1.17 -4.36 8.76 -0.45 -8.05 7.61 7.40
FTSE 100 PR GBP PR 07-28-16 0.32 7.67 9.46 6.31 2.53 0.84 2.73
FTSE 100 TR GBP TR 07-28-16 0.35 10.23 9.54 7.22 6.68 4.62 6.62
FTSE 250 PR GBP PR 07-28-16 1.20 -1.02 11.28 1.09 -0.78 5.42 8.23
Hang Seng Hong Kong Composite PR HKD TR 07-31-16 -0.24 -2.46 4.70 2.79 -11.96 -0.40 -1.56
Hang Seng HSI PR HKD PR 07-31-16 0.02 0.25 5.65 4.28 -10.82 0.13 -0.42
MSCI AC Far East Ex Japan PR USD PR 07-28-16 0.79 6.37 8.83 4.58 -2.58 -0.11 -1.73
MSCI ACWI PR USD PR 07-28-16 0.17 3.45 6.99 2.02 -2.16 3.29 4.12
MSCI EAFE NR USD TR 07-28-16 0.08 -1.42 7.28 -1.50 -7.68 1.10 2.58
MSCI EAFE PR LCL PR 07-28-16 -0.44 -5.25 7.79 -0.01 -10.76 2.89 4.63
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 07-28-16 0.21 -1.71 8.01 0.85 -7.41 3.05 3.86
MSCI EM Latin America PR USD PR 07-28-16 -1.67 28.63 9.81 3.06 4.53 -9.97 -11.32
MSCI EM PR LCL PR 07-28-16 0.60 6.86 7.17 3.92 0.20 2.14 0.54
MSCI EM PR USD PR 07-28-16 0.50 10.25 8.73 3.73 -1.76 -3.08 -5.23
MSCI Europe NR USD TR 07-28-16 0.37 -2.71 7.47 -3.50 -10.16 0.51 2.19
MSCI Europe PR LCL PR 07-28-16 0.10 -2.72 7.79 0.07 -8.05 3.18 4.04
MSCI Hong Kong PR USD PR 07-28-16 1.38 6.13 11.66 5.25 -4.16 3.84 2.94
MSCI Japan NR USD TR 07-28-16 -1.14 -2.86 4.99 0.75 -5.19 2.32 4.07
MSCI Japan PR LCL PR 07-28-16 -2.54 -16.18 7.08 -2.83 -21.04 2.80 8.38
MSCI North America NR USD TR 07-28-16 0.18 7.45 6.65 4.76 4.59 9.40 11.19
MSCI Pacific Ex Japan NR USD TR 07-28-16 1.00 9.26 10.66 5.15 2.13 1.52 2.06
MSCI Pacific Ex Japan PR LCL PR 07-28-16 0.85 4.33 9.13 5.08 -3.90 1.95 2.99
MSCI Pacific NR USD TR 07-28-16 -0.40 1.09 6.92 2.24 -2.73 2.06 3.34
MSCI Pacific PR LCL PR 07-28-16 -1.37 -9.73 7.79 -0.15 -15.63 2.28 5.99
MSCI World ex USA NR USD TR 07-28-16 -0.04 -0.02 7.04 -1.41 -6.92 0.86 2.10
MSCI World Ex USA PR LCL PR 07-28-16 -0.41 -4.11 7.55 0.34 -9.85 3.01 4.34
Nikkei 225 Average PR JPY PR 07-31-16 -0.35 -12.95 6.38 -0.58 -19.51 6.63 11.00
S&P BSE SENSEX India INR PR 07-31-16 0.89 7.41 3.90 9.55 -0.22 13.19 9.04
S&P/ASX All Ordinaries PR PR 07-31-16 1.25 5.60 6.28 6.17 -0.66 3.87 4.63
S&P/TSX Composite PR PR 07-28-16 -0.09 11.86 5.13 4.80 3.38 4.79 2.21
SIX SMI PR CHF PR 07-28-16 -1.07 -8.20 4.13 -0.05 -12.73 1.26 6.63
SIX SMI TR CHF PR 07-28-16 -1.07 -4.93 4.29 0.62 -9.55 4.58 10.15
SSE Composite PR CNY PR 07-31-16 -1.11 -15.82 1.70 1.40 -18.68 14.33 1.98
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq TR 12-21-12 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
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 07-28-16 0.35 7.32 7.04 3.85 2.75 6.29 7.93
Con Tgt Risk TR USD TR 07-28-16 0.27 6.02 1.59 2.37 5.11 3.32 3.83
Mod Agg Tgt Risk TR USD TR 07-28-16 0.32 7.29 5.91 3.69 3.42 5.79 7.23
Mod Con Tgt Risk TR USD TR 07-28-16 0.29 6.54 3.01 2.92 4.91 4.46 5.29
Mod Tgt Risk TR USD TR 07-28-16 0.30 7.06 4.44 3.36 4.39 5.22 6.39
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 07-28-16 0.22 6.09 2.96 2.59 3.68 4.63 5.64
Lifetime Agg 2005 TR USD TR 07-28-16 0.23 6.44 3.22 2.79 3.90 4.98 6.07
Lifetime Agg 2010 TR USD TR 07-28-16 0.25 6.77 3.59 3.01 4.03 5.35 6.53
Lifetime Agg 2015 TR USD TR 07-28-16 0.27 7.03 4.06 3.21 4.00 5.74 7.02
Lifetime Agg 2020 TR USD TR 07-28-16 0.28 7.18 4.67 3.38 3.75 6.11 7.52
Lifetime Agg 2025 TR USD TR 07-28-16 0.28 7.21 5.37 3.52 3.30 6.37 7.92
Lifetime Agg 2030 TR USD TR 07-28-16 0.28 7.17 6.02 3.61 2.80 6.45 8.11
Lifetime Agg 2035 TR USD TR 07-28-16 0.27 7.13 6.46 3.65 2.43 6.37 8.08
Lifetime Agg 2040 TR USD TR 07-28-16 0.27 7.13 6.64 3.65 2.26 6.23 7.92
Lifetime Agg 2045 TR USD TR 07-28-16 0.27 7.15 6.69 3.64 2.18 6.08 7.73
Lifetime Agg 2050 TR USD TR 07-28-16 0.28 7.18 6.72 3.63 2.11 5.93 7.54
Lifetime Agg 2055 TR USD TR 07-28-16 0.28 7.21 6.74 3.61 2.05 5.79 7.35
Lifetime Agg Incm TR USD TR 07-28-16 0.22 6.11 2.96 2.60 3.71 4.56 5.52
Lifetime Con 2000 TR USD TR 07-28-16 0.24 5.79 1.44 2.11 4.20 3.18 3.65
Lifetime Con 2005 TR USD TR 07-28-16 0.26 6.27 1.56 2.34 4.68 3.55 4.08
Lifetime Con 2010 TR USD TR 07-28-16 0.29 6.76 1.78 2.60 5.10 3.97 4.58
Lifetime Con 2015 TR USD TR 07-28-16 0.32 7.21 2.10 2.87 5.42 4.39 5.10
Lifetime Con 2020 TR USD TR 07-28-16 0.34 7.59 2.48 3.12 5.62 4.81 5.60
Lifetime Con 2025 TR USD TR 07-28-16 0.36 7.88 2.93 3.34 5.65 5.22 6.12
Lifetime Con 2030 TR USD TR 07-28-16 0.37 8.03 3.55 3.52 5.39 5.64 6.67
Lifetime Con 2035 TR USD TR 07-28-16 0.37 8.02 4.33 3.65 4.84 5.95 7.14
Lifetime Con 2040 TR USD TR 07-28-16 0.36 7.92 5.10 3.74 4.19 6.08 7.43
Lifetime Con 2045 TR USD TR 07-28-16 0.35 7.85 5.65 3.79 3.72 6.03 7.45
Lifetime Con 2050 TR USD TR 07-28-16 0.35 7.85 5.94 3.82 3.48 5.92 7.36
Lifetime Con 2055 TR USD TR 07-28-16 0.35 7.92 6.06 3.85 3.40 5.81 7.22
Lifetime Con Incm TR USD TR 07-28-16 0.24 5.79 1.44 2.11 4.21 3.13 3.51
Lifetime Mod 2000 TR USD TR 07-28-16 0.21 5.90 2.16 2.31 3.88 3.93 4.70
Lifetime Mod 2005 TR USD TR 07-28-16 0.23 6.31 2.34 2.52 4.23 4.27 5.11
Lifetime Mod 2010 TR USD TR 07-28-16 0.26 6.71 2.62 2.75 4.50 4.66 5.58
Lifetime Mod 2015 TR USD TR 07-28-16 0.28 7.06 3.00 2.98 4.65 5.05 6.06
Lifetime Mod 2020 TR USD TR 07-28-16 0.29 7.32 3.47 3.19 4.63 5.46 6.59
Lifetime Mod 2025 TR USD TR 07-28-16 0.30 7.45 4.12 3.37 4.33 5.87 7.13
Lifetime Mod 2030 TR USD TR 07-28-16 0.30 7.45 4.90 3.50 3.79 6.15 7.57
Lifetime Mod 2035 TR USD TR 07-28-16 0.29 7.37 5.63 3.59 3.20 6.25 7.79
Lifetime Mod 2040 TR USD TR 07-28-16 0.29 7.32 6.12 3.64 2.78 6.18 7.78
Lifetime Mod 2045 TR USD TR 07-28-16 0.29 7.32 6.34 3.65 2.59 6.05 7.64
Lifetime Mod 2050 TR USD TR 07-28-16 0.29 7.35 6.42 3.65 2.51 5.92 7.48
Lifetime Mod 2055 TR USD TR 07-28-16 0.30 7.40 6.46 3.65 2.45 5.78 7.30
Lifetime Mod Incm TR USD TR 07-28-16 0.21 5.90 2.16 2.31 3.90 3.87 4.56
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 07-28-16 -0.51 -0.14 -2.06 -0.68 -0.90 -3.01 -4.58
Lng/Shrt Cmdty TR TR 07-28-16 -0.46 -5.62 -1.21 -1.51 -4.95 -2.63 -4.14
Lng-Only Cmdty TR TR 07-28-16 -2.93 4.88 -8.10 -3.51 -14.00 -16.38 -12.17
Shrt/Flt Cmdty TR TR 07-28-16 0.00 -5.28 0.77 -0.68 -3.85 0.46 0.42
Shrt-Only Cmdty TR TR 07-28-16 2.81 -9.79 8.59 2.72 9.77 14.72 9.23
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