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 03-25-15 -1.79 1.21 -2.07 0.23 12.41 16.44 14.74
Style
Large Cap TR 03-25-15 -1.84 0.53 -2.38 -0.53 12.74 16.05 14.26
Large Core TR 03-25-15 -1.85 -1.69 -2.90 -3.08 12.49 17.77 15.17
Large Growth TR 03-25-15 -2.02 4.95 -1.49 4.29 19.61 17.14 15.99
Large Value TR 03-25-15 -1.61 -1.88 -2.83 -3.00 5.98 13.25 11.61
Mid Cap TR 03-25-15 -1.76 3.14 -1.50 2.28 12.58 17.80 16.24
Mid Core TR 03-25-15 -1.73 2.88 -1.75 1.93 14.76 18.26 17.54
Mid Growth TR 03-25-15 -2.16 5.71 -0.87 4.86 13.77 16.22 16.00
Mid Value TR 03-25-15 -1.36 0.80 -1.88 0.03 9.25 18.96 15.12
Small Cap TR 03-25-15 -1.38 2.82 -0.51 2.51 8.16 16.36 15.02
Small Core TR 03-25-15 -1.32 2.77 -0.23 2.40 7.86 16.22 14.63
Small Growth TR 03-25-15 -1.78 4.86 -0.73 4.39 8.38 15.85 15.82
Small Value TR 03-25-15 -1.05 0.93 -0.58 0.83 8.19 16.99 14.57
US Core TR 03-25-15 -1.79 -0.47 -2.49 -1.70 12.63 17.77 15.65
US Growth TR 03-25-15 -2.03 5.09 -1.32 4.41 17.67 16.86 16.04
US Value TR 03-25-15 -1.52 -1.13 -2.47 -2.10 6.83 14.67 12.54
Sector
Cyclical TR 03-25-15 -1.73 0.83 -1.62 0.39 11.27 17.51 13.69
— Basic Materials TR 03-25-15 -1.94 -0.01 -5.27 -0.74 1.94 9.73 9.05
— Consumer Cyclical TR 03-25-15 -1.08 4.39 -0.94 4.80 15.95 20.29 19.66
— Financial Services TR 03-25-15 -2.58 -2.67 -2.00 -3.55 7.15 17.97 10.78
— Real Estate TR 03-25-15 -0.38 4.20 0.89 3.34 23.45 13.96 14.78
Defensive TR 03-25-15 -1.27 3.58 -0.37 2.68 22.93 22.00 17.29
— Consumer Defensive TR 03-25-15 0.18 0.89 -1.42 -0.68 18.30 16.49 15.15
— Healthcare TR 03-25-15 -1.93 7.40 0.72 7.04 28.84 28.97 20.97
— Utilities TR 03-25-15 -2.19 -5.69 -2.62 -6.95 11.38 13.01 13.11
Sensitive TR 03-25-15 -2.18 -0.01 -3.53 -1.46 7.39 12.55 13.19
— Communication Services TR 03-25-15 -2.72 1.61 -3.37 0.88 8.88 17.20 16.81
— Energy TR 03-25-15 -0.12 -2.32 -4.24 -3.43 -11.03 3.78 9.16
— Industrials TR 03-25-15 -2.70 -0.06 -3.22 -1.27 9.48 17.39 14.95
— Technology TR 03-25-15 -2.57 0.82 -3.42 -1.07 15.76 13.16 14.00
Moat
Morningstar Wide Moat Focus TR 03-25-15 -0.99 -2.56 -2.96 -3.47 6.58 14.77 14.53
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 03-25-15 -1.98 -0.02 -2.62 -1.17 10.79 13.43 13.19
NASDAQ Composite PR PR 03-25-15 -2.13 2.97 -1.82 2.16 15.17 16.70 15.26
NYSE Composite PR --- 03-25-15 -1.11 0.54 -1.98 -0.53 4.61 10.03 8.09
Russell 2000 TR TR 03-25-15 -1.44 2.67 0.02 2.56 6.12 15.69 14.20
S&P 500 TR TR 03-25-15 -1.82 0.58 -2.36 -0.51 12.75 16.30 14.46
S&P MidCap 400 TR 03-25-15 -1.41 3.96 -0.60 3.24 11.37 16.68 15.50
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 03-25-15 0.03 1.58 0.27 2.05 5.97 3.29 4.60
Intermediate Core Bond TR 03-25-15 0.06 1.34 0.31 1.73 5.49 3.14 4.33
Long-Term Core Bond TR 03-25-15 0.05 3.01 0.40 4.09 13.46 6.53 8.99
Short-Term Core Bond TR 03-25-15 -0.03 0.60 0.09 0.78 1.43 1.18 1.77
Corporate
Corp Bond TR 03-25-15 0.15 2.25 0.07 2.82 6.87 5.18 6.44
Intermediate Corp Bond TR 03-25-15 0.13 1.95 0.16 2.35 5.04 4.74 5.93
Long-Term Corp Bond TR 03-25-15 0.24 2.98 0.01 3.94 11.19 7.20 9.02
Short-Term Corp Bond TR 03-25-15 0.02 0.94 0.09 1.11 1.89 2.54 3.11
Government
Intermediate US Govt Bond TR 03-25-15 -0.13 1.47 0.25 2.06 4.46 1.95 4.04
Long-Term US Govt Bond TR 03-25-15 -0.16 3.85 0.82 5.10 16.77 6.09 8.98
Short-Term US Govt Bond TR 03-25-15 -0.05 0.48 0.08 0.66 1.25 0.77 1.37
US Govt Bond TR 03-25-15 -0.10 1.49 0.31 2.02 5.31 2.32 3.98
Other
Mortgage Bond TR 03-25-15 0.12 1.18 0.36 1.49 5.94 3.13 4.12
TIPS TR 03-25-15 0.73 1.83 0.62 2.45 3.85 0.80 4.64
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 03-25-15 0.17 1.56 0.32 2.01 5.81 3.13 4.47
Barclays US Government TR TR 03-25-15 0.14 1.58 0.45 2.06 5.30 2.35 3.88
Barclays US MBS TR TR 03-25-15 0.08 0.95 0.33 1.27 5.49 2.55 3.62
BofAML US HY Master II TR TR 03-25-15 0.69 2.39 -0.36 2.53 2.11 7.45 8.44
USTREAS T-Bill Auction Ave 3 --- 02-28-15 --- 0.00 0.00 0.01 0.03 0.06 0.07
USTREAS T-Bill Cnst Mat Rate 10 TR 02-28-15 --- 1.78 -2.74 2.06 8.44 2.06 5.24
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 03-25-15 0.36 1.12 0.44 1.47 7.08 4.17 5.12
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 03-25-15 2.19 -1.26 -2.05 -0.94 -10.94 -1.57 4.89
Euronext BEL 20 PR EUR PR 03-26-15 -0.84 12.72 -0.29 11.98 19.66 16.16 6.87
Euronext Paris CAC 40 NR EUR TR 03-26-15 -0.49 17.33 2.07 16.70 16.79 15.62 7.63
Euronext Paris CAC 40 PR EUR PR 03-26-15 -0.61 17.17 1.95 16.54 14.17 12.65 4.65
FSE DAX PR EUR PR 03-26-15 -0.46 20.42 4.57 19.01 21.96 14.95 10.47
FSE DAX TR EUR TR 03-26-15 -0.47 20.79 4.56 19.37 25.35 18.71 14.12
FTSE 100 PR GBP PR 03-26-15 -0.96 5.01 -0.78 4.32 4.39 5.32 3.87
FTSE 100 TR GBP TR 03-26-15 -0.91 6.12 -0.23 5.43 8.15 9.25 7.63
FTSE 250 PR GBP PR 03-26-15 -1.02 7.31 0.06 7.18 6.20 13.73 11.04
Hang Seng Hong Kong Composite PR HKD TR 03-26-15 0.09 2.96 -1.22 4.74 10.42 5.71 2.38
Hang Seng HSI PR HKD PR 03-26-15 0.06 3.72 -1.68 4.85 11.86 5.81 3.06
MSCI AC Far East Ex Japan PR USD PR 03-26-15 -0.17 3.30 -0.91 3.94 7.80 3.72 4.01
MSCI ACWI PR USD PR 03-25-15 0.33 2.67 -1.20 1.87 5.62 8.80 7.05
MSCI EAFE NR USD TR 03-25-15 3.06 7.57 1.13 6.73 3.86 9.96 6.98
MSCI EAFE PR LCL PR 03-25-15 0.60 11.63 3.01 10.80 18.37 13.68 6.30
MSCI EASEA PR LCL PR 03-25-15 0.58 11.19 2.25 10.50 13.89 11.42 5.44
MSCI EM Latin America PR USD PR 03-25-15 3.19 -8.56 -5.87 -8.47 -17.95 -15.36 -9.20
MSCI EM PR LCL PR 03-25-15 0.26 4.06 -0.70 4.57 10.60 3.59 3.17
MSCI EM PR USD PR 03-25-15 2.03 2.08 -1.68 2.69 1.84 -2.15 -0.28
MSCI Europe NR USD TR 03-25-15 3.18 5.95 -0.13 4.73 -0.87 10.08 7.10
MSCI Europe PR LCL PR 03-25-15 0.23 11.90 2.61 11.02 14.32 11.71 5.82
MSCI Hong Kong PR USD PR 03-26-15 1.42 4.31 -0.78 4.77 11.72 7.77 6.36
MSCI Japan NR USD TR 03-26-15 1.18 12.35 3.52 11.11 17.30 10.70 6.50
MSCI Japan PR LCL PR 03-26-15 -0.41 11.50 3.22 9.76 34.12 22.55 9.81
MSCI North America NR USD TR 03-25-15 -1.63 0.46 -2.31 -0.53 11.09 14.51 12.93
MSCI Pacific Ex Japan NR USD TR 03-26-15 1.75 4.38 -0.04 5.32 1.90 7.09 6.30
MSCI Pacific Ex Japan PR LCL PR 03-26-15 -0.24 6.53 -0.53 6.82 9.30 9.70 3.70
MSCI Pacific NR USD TR 03-26-15 1.38 9.43 2.25 9.01 11.43 9.40 6.45
MSCI Pacific PR LCL PR 03-26-15 -0.35 9.72 1.88 8.74 24.25 17.22 7.17
MSCI World ex USA NR USD TR 03-25-15 2.93 6.38 0.84 5.67 3.20 9.11 6.51
MSCI World Ex USA PR LCL PR 03-25-15 0.51 10.76 2.58 10.02 17.15 12.98 6.10
Nikkei 225 Average PR JPY PR 03-26-15 -0.03 11.58 3.65 9.27 34.50 24.80 12.11
S&P BSE SENSEX India INR PR 03-25-15 -1.78 2.23 -3.09 3.32 27.46 17.43 9.87
S&P/ASX All Ordinaries PR PR 03-25-15 2.22 10.18 0.48 10.57 10.95 10.83 3.93
S&P/TSX Composite PR PR 03-25-15 -0.22 2.03 -1.96 2.19 4.40 6.20 4.54
Shanghai SE Composite PR CNY PR 03-26-15 2.79 13.83 11.63 16.61 78.42 16.14 3.77
SIX SMI CHF PR 03-25-15 -0.73 2.28 2.35 1.85 10.71 13.76 5.91
SIX SMI TR CHF PR 03-25-15 -0.70 3.54 3.58 3.10 14.13 17.36 9.34
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 03-25-15 -0.02 2.38 -1.13 1.73 6.77 11.89 11.02
Conservative Target Risk TR 03-25-15 0.29 0.83 -0.28 0.92 2.73 3.58 4.97
Moderate Target Risk TR 03-25-15 0.06 1.55 -0.79 1.24 5.13 8.23 8.47
Moderately Aggr Target Risk TR 03-25-15 0.02 2.00 -0.99 1.49 5.99 10.27 9.90
Moderately Cons Target Risk TR 03-25-15 0.15 1.21 -0.53 1.10 4.15 6.06 6.82
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 03-25-15 -0.08 1.37 -0.65 1.11 4.78 6.87 8.00
Lifetime Aggressive 2005 TR 03-25-15 -0.09 1.48 -0.71 1.20 5.21 7.51 8.51
Lifetime Aggressive 2010 TR 03-25-15 -0.10 1.60 -0.78 1.28 5.67 8.27 9.08
Lifetime Aggressive 2015 TR 03-25-15 -0.13 1.74 -0.87 1.36 6.13 9.19 9.70
Lifetime Aggressive 2020 TR 03-25-15 -0.16 1.90 -0.98 1.42 6.57 10.25 10.36
Lifetime Aggressive 2025 TR 03-25-15 -0.18 2.06 -1.10 1.48 6.91 11.27 10.93
Lifetime Aggressive 2030 TR 03-25-15 -0.18 2.21 -1.18 1.54 7.05 11.93 11.27
Lifetime Aggressive 2035 TR 03-25-15 -0.15 2.31 -1.20 1.61 7.00 12.14 11.33
Lifetime Aggressive 2040 TR 03-25-15 -0.09 2.38 -1.18 1.69 6.86 12.06 11.23
Lifetime Aggressive 2045 TR 03-25-15 -0.02 2.44 -1.15 1.76 6.71 11.90 11.09
Lifetime Aggressive 2050 TR 03-25-15 0.05 2.49 -1.12 1.83 6.56 11.72 10.93
Lifetime Aggressive 2055 TR 03-25-15 0.12 2.54 -1.09 1.90 6.40 11.53 10.76
Lifetime Aggressive Income TR 03-25-15 -0.08 1.35 -0.65 1.09 4.66 6.71 7.79
Lifetime Conservative 2000 TR 03-25-15 0.22 1.10 -0.21 1.15 3.00 3.54 5.58
Lifetime Conservative 2005 TR 03-25-15 0.22 1.18 -0.25 1.25 3.47 4.01 6.05
Lifetime Conservative 2010 TR 03-25-15 0.21 1.28 -0.30 1.34 3.99 4.64 6.60
Lifetime Conservative 2015 TR 03-25-15 0.19 1.39 -0.37 1.42 4.51 5.35 7.19
Lifetime Conservative 2020 TR 03-25-15 0.17 1.50 -0.45 1.50 5.01 6.12 7.78
Lifetime Conservative 2025 TR 03-25-15 0.14 1.63 -0.55 1.57 5.49 7.04 8.42
Lifetime Conservative 2030 TR 03-25-15 0.10 1.79 -0.67 1.63 5.97 8.19 9.14
Lifetime Conservative 2035 TR 03-25-15 0.07 1.97 -0.81 1.68 6.34 9.35 9.82
Lifetime Conservative 2040 TR 03-25-15 0.05 2.14 -0.92 1.73 6.53 10.22 10.30
Lifetime Conservative 2045 TR 03-25-15 0.07 2.26 -0.97 1.79 6.53 10.54 10.46
Lifetime Conservative 2050 TR 03-25-15 0.12 2.33 -0.97 1.86 6.44 10.60 10.46
Lifetime Conservative 2055 TR 03-25-15 0.18 2.39 -0.96 1.92 6.32 10.50 10.35
Lifetime Conservative Income TR 03-25-15 0.21 1.09 -0.21 1.13 2.89 3.40 5.35
Lifetime Moderate 2000 TR 03-25-15 0.06 1.25 -0.44 1.13 3.93 5.29 6.85
Lifetime Moderate 2005 TR 03-25-15 0.06 1.34 -0.49 1.23 4.37 5.82 7.33
Lifetime Moderate 2010 TR 03-25-15 0.05 1.45 -0.55 1.31 4.85 6.49 7.87
Lifetime Moderate 2015 TR 03-25-15 0.03 1.56 -0.62 1.39 5.32 7.27 8.45
Lifetime Moderate 2020 TR 03-25-15 0.00 1.70 -0.72 1.46 5.81 8.23 9.11
Lifetime Moderate 2025 TR 03-25-15 -0.04 1.87 -0.85 1.52 6.29 9.39 9.84
Lifetime Moderate 2030 TR 03-25-15 -0.07 2.05 -0.98 1.58 6.64 10.51 10.47
Lifetime Moderate 2035 TR 03-25-15 -0.08 2.20 -1.07 1.63 6.80 11.25 10.86
Lifetime Moderate 2040 TR 03-25-15 -0.05 2.31 -1.10 1.70 6.77 11.54 10.98
Lifetime Moderate 2045 TR 03-25-15 0.01 2.39 -1.10 1.77 6.66 11.49 10.90
Lifetime Moderate 2050 TR 03-25-15 0.07 2.44 -1.07 1.84 6.52 11.36 10.78
Lifetime Moderate 2055 TR 03-25-15 0.14 2.49 -1.04 1.91 6.37 11.19 10.63
Lifetime Moderate Income TR 03-25-15 0.06 1.23 -0.44 1.11 3.82 5.15 6.63
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 03-25-15 0.05 -0.14 0.28 -0.12 -5.57 -5.66 1.00
Long/Short Commodity TR 03-25-15 -1.26 1.82 0.88 2.27 -0.20 -4.46 0.79
Long-Only Commodity TR 03-25-15 1.63 -4.21 -4.05 -6.80 -31.43 -11.76 -2.06
Short/Flat Commodity TR 03-25-15 -1.31 1.97 0.60 2.40 5.51 1.16 -0.33
Short-Only Commodity TR 03-25-15 -1.44 2.22 3.82 4.87 40.43 8.95 -1.00
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