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 10-12-18 -4.21 4.53 -4.77 -1.55 9.84 13.02 12.02
Style
US Core TR 10-12-18 -4.05 1.77 -4.16 0.59 6.58 12.63 11.63
US Growth TR 10-12-18 -4.46 11.59 -6.56 -4.40 17.42 14.71 14.24
US Large Cap TR 10-12-18 -3.97 6.07 -3.65 -0.06 11.52 13.91 12.79
US Large Core TR 10-12-18 -3.82 3.38 -2.96 2.88 8.13 13.96 12.41
US Large Growth TR 10-12-18 -4.13 12.60 -4.95 -3.52 18.79 15.42 15.46
US Large Val TR 10-12-18 -4.05 0.52 -2.92 0.86 5.84 11.73 10.05
US Mid Cap TR 10-12-18 -4.79 0.60 -7.19 -4.80 5.94 10.73 10.37
US Mid Core TR 10-12-18 -4.72 -3.23 -6.89 -4.96 2.10 8.85 9.94
US Mid Growth TR 10-12-18 -5.17 7.16 -8.63 -4.95 12.25 11.97 10.83
US Mid Val TR 10-12-18 -4.44 -2.13 -5.90 -4.45 3.42 11.25 10.25
US Small Cap TR 10-12-18 -5.09 0.03 -9.47 -7.54 3.75 10.40 8.68
US Small Core TR 10-12-18 -5.07 -3.45 -9.09 -8.51 0.53 9.26 8.23
US Small Growth TR 10-12-18 -5.39 7.69 -11.19 -7.33 11.53 12.90 9.86
US Small Val TR 10-12-18 -4.76 -3.88 -7.91 -6.70 -0.67 8.85 7.82
US Value TR 10-12-18 -4.17 -0.27 -3.85 -0.74 4.97 11.48 9.97
Sector
US Cyclcl Sup Sec TR 10-12-18 -4.63 1.48 -6.79 -4.17 8.02 12.42 11.47
US Basic Materials TR 10-12-18 -6.24 -10.49 -9.39 -9.31 -6.25 10.07 6.55
US Consumr Cyclcl TR 10-12-18 -3.70 9.67 -7.23 -4.39 19.18 12.97 12.85
US Financial Services TR 10-12-18 -5.39 -1.11 -5.86 -2.57 5.54 14.44 12.40
US Real Estate TR 10-12-18 -2.92 -3.10 -7.41 -6.41 -3.15 4.18 7.38
US Dfnsve Sup Sec TR 10-12-18 -2.82 5.53 -2.67 2.47 7.49 9.72 11.94
US Consumr Dfnsve TR 10-12-18 -1.89 -5.54 -4.40 0.30 -0.26 5.39 8.58
US Healthcare TR 10-12-18 -3.55 12.17 -2.15 3.63 13.02 11.84 14.22
US Utilities TR 10-12-18 -1.45 3.91 -1.44 1.66 1.57 10.72 10.85
US Snstve Sup Sec TR 10-12-18 -4.64 6.53 -4.29 -1.60 12.78 15.67 12.56
US Commun Svc Capped TR 10-12-18 -2.88 -2.01 -3.62 1.82 0.01 6.99 8.33
US Energy Capped TR 10-12-18 -5.39 4.37 -0.27 -2.97 11.65 5.23 -0.42
US Industrials TR 10-12-18 -6.37 0.07 -5.72 0.35 4.86 13.15 11.55
US Technology TR 10-12-18 -3.95 12.49 -4.83 -2.69 19.41 21.98 19.29
Moat
Morningstar Wide Moat Focus TR 10-12-18 -3.08 6.23 -3.24 0.23 12.12 17.29 12.38
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 10-12-18 -4.17 4.29 -2.46 2.22 13.45 16.78 13.42
NASDAQ Composite PR PR 10-12-18 -3.74 8.60 -5.75 -4.18 13.74 15.71 14.61
NYSE Composite PR --- 10-12-18 -4.25 -2.88 -4.24 -2.52 0.82 6.30 4.97
Russell 2000 TR TR 10-12-18 -5.22 1.69 -9.72 -8.21 4.06 11.46 8.83
S&P 500 TR TR 10-12-18 -4.07 5.07 -4.07 -0.64 10.58 13.42 12.48
S&P MidCap 400 TR 10-12-18 -4.90 -0.38 -7.98 -5.94 4.44 10.84 9.91
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 10-12-18 0.36 -2.25 -0.78 -0.87 -2.01 1.14 2.13
US Inter Core Bd TR Bond TR 10-12-18 0.37 -1.62 -0.64 -0.57 -1.77 0.92 2.04
US Lng Core Bd TR Bond TR 10-12-18 0.63 -5.92 -1.97 -2.72 -4.49 2.05 3.86
US Shrt Core Bd TR Bond TR 10-12-18 0.12 0.12 0.02 0.28 -0.14 0.76 0.94
Corporate
US Corp Bd TR Bond TR 10-12-18 0.22 -2.93 -0.70 -0.52 -2.18 2.77 3.30
US Inter Corp Bd TR Bond TR 10-12-18 0.16 -1.44 -0.31 0.16 -1.63 2.24 2.81
US Lng Corp Bd TR Bond TR 10-12-18 0.35 -5.78 -1.42 -1.58 -4.04 3.83 4.60
US Shrt Corp Bd TR Bond TR 10-12-18 0.09 0.40 0.06 0.53 0.24 1.66 1.71
Government
US Gov Bd TR Bond TR 10-12-18 0.42 -2.18 -0.85 -1.19 -2.17 0.13 1.28
US Inter Gov Bd TR Bond TR 10-12-18 0.35 -1.67 -0.50 -0.54 -2.23 0.00 1.14
US Lng Gov Bd TR Bond TR 10-12-18 0.94 -6.13 -2.59 -4.04 -5.07 -0.02 3.20
US Shrt Gov Bd TR Bond TR 10-12-18 0.14 -0.01 0.00 0.16 -0.32 0.33 0.61
Other
Mortgage TR Bond TR 10-12-18 0.42 -1.65 -0.77 -0.75 -1.63 0.97 2.19
US TIPS TR TR 10-12-18 0.14 -1.73 -1.40 -1.90 -0.90 1.53 1.25
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 10-12-18 0.44 -2.10 -0.71 -0.76 -1.83 1.12 2.06
BBgBarc US Government TR TR 10-12-18 0.51 -1.99 -0.74 -1.04 -1.98 0.18 1.29
BBgBarc US MBS TR TR 10-12-18 0.43 -1.61 -0.75 -0.76 -1.53 0.78 1.95
ICE BofAML US High Yield TR TR 10-12-18 -0.45 1.58 -0.50 1.05 1.82 7.08 5.19
USTREAS T-Bill Auction Ave 3 --- 09-30-18 --- 1.41 0.18 0.53 1.73 0.92 0.56
USTREAS T-Bill Cnst Mat Rate 10 TR 09-30-18 --- -3.51 -1.38 -0.99 -3.52 -0.68 1.54
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 10-12-18 -0.19 -1.16 -1.03 -1.21 -0.72 1.97 3.44
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 10-12-18 -3.64 -10.57 -4.08 -4.19 -4.65 0.02 -6.07
Euronext BEL 20 PR EUR PR 10-12-18 -4.93 -11.89 -5.04 -7.79 -13.90 0.81 4.37
Euronext Paris CAC 40 NR EUR TR 10-12-18 -4.88 -2.07 -4.30 -5.60 -2.77 5.31 6.30
Euronext Paris CAC 40 PR EUR PR 10-12-18 -4.91 -4.08 -4.43 -5.73 -4.94 2.82 3.84
FSE DAX PR EUR PR 10-12-18 -4.86 -13.30 -4.23 -7.76 -13.73 1.49 2.84
FSE DAX TR EUR TR 10-12-18 -4.86 -10.79 -4.23 -7.76 -11.24 4.43 5.72
FTSE 100 PR GBP PR 10-12-18 -4.41 -9.00 -4.34 -8.57 -7.42 3.17 1.52
FTSE 100 TR GBP TR 10-12-18 -4.30 -5.71 -4.13 -7.45 -3.51 7.42 5.50
FTSE 250 PR GBP PR 10-12-18 -4.74 -8.46 -6.90 -8.69 -6.31 3.76 4.85
Hang Seng Hong Kong Composite PR HKD TR 10-12-18 -3.88 -16.47 -2.53 -11.55 -12.64 3.38 1.47
Hang Seng HSI PR HKD PR 10-12-18 -2.90 -13.76 -2.06 -9.41 -9.34 4.31 2.13
MSCI AC Far East Ex Japan PR USD PR 10-12-18 -3.46 -15.45 -3.78 -9.63 -12.46 5.04 1.49
MSCI ACWI PR USD PR 10-12-18 -3.87 -3.56 -3.96 -3.77 0.17 6.88 5.06
MSCI EAFE NR USD TR 10-12-18 -3.93 -7.52 -3.45 -5.28 -4.70 4.57 2.98
MSCI EAFE PR LCL PR 10-12-18 -4.64 -7.22 -3.35 -5.26 -5.43 2.35 3.49
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 10-12-18 -4.50 -7.71 -4.58 -6.79 -7.27 2.02 2.63
MSCI EM Latin America PR USD PR 10-12-18 1.01 -5.97 9.58 3.56 -9.86 7.98 -4.87
MSCI EM PR LCL PR 10-12-18 -2.38 -10.50 -3.20 -6.82 -8.95 5.18 2.92
MSCI EM PR USD PR 10-12-18 -2.06 -15.40 -2.44 -8.42 -12.62 4.24 -0.86
MSCI Europe NR USD TR 10-12-18 -4.11 -8.86 -4.89 -7.02 -7.61 3.15 2.19
MSCI Europe PR LCL PR 10-12-18 -4.60 -8.04 -4.75 -6.83 -8.32 1.82 2.78
MSCI Hong Kong PR USD PR 10-12-18 -2.82 -12.77 -2.95 -8.89 -9.09 4.12 2.64
MSCI Japan NR USD TR 10-12-18 -3.67 -3.48 0.54 0.75 2.83 7.56 5.67
MSCI Japan PR LCL PR 10-12-18 -5.05 -5.58 0.61 -0.25 0.76 3.23 6.55
MSCI North America NR USD TR 10-12-18 -4.13 3.88 -4.27 -1.35 9.05 12.17 10.99
MSCI Pacific Ex Japan NR USD TR 10-12-18 -3.60 -9.13 -3.72 -7.95 -4.37 7.03 2.11
MSCI Pacific Ex Japan PR LCL PR 10-12-18 -4.07 -6.66 -3.71 -6.85 -2.48 3.58 1.89
MSCI Pacific NR USD TR 10-12-18 -3.65 -5.35 -0.86 -2.20 0.42 7.41 4.45
MSCI Pacific PR LCL PR 10-12-18 -4.74 -5.95 -0.83 -2.48 -0.33 3.38 4.81
MSCI World ex USA NR USD TR 10-12-18 -3.98 -7.49 -3.49 -5.33 -4.64 4.65 2.84
MSCI World Ex USA PR LCL PR 10-12-18 -4.57 -7.05 -3.41 -5.46 -5.14 2.42 3.50
Nikkei 225 Average PR JPY PR 10-12-18 -4.58 -0.31 0.40 2.28 8.30 7.17 9.52
S&P BSE SENSEX India INR PR 10-12-18 1.04 1.99 -7.91 -4.97 7.93 8.89 11.09
S&P/ASX All Ordinaries PR PR 10-12-18 -4.67 -2.61 -4.41 -5.41 2.43 4.47 2.81
S&P/TSX Composite PR PR 10-12-18 -3.34 -4.90 -3.95 -6.96 -2.08 3.35 3.64
SIX SMI PR CHF PR 10-12-18 -4.22 -7.69 -3.35 -1.79 -6.85 -0.18 1.76
SIX SMI TR CHF PR 10-12-18 -4.22 -4.50 -3.24 -1.69 -3.63 3.29 5.14
SSE Composite PR CNY PR 10-12-18 -7.60 -21.17 -1.85 -8.13 -23.01 -7.44 3.19
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 10-12-18 -3.71 -1.38 -4.38 -3.47 2.84 9.71 7.77
Con Tgt Risk TR USD TR 10-12-18 -0.53 -1.46 -1.29 -1.15 -0.46 3.00 2.72
Mod Agg Tgt Risk TR USD TR 10-11-18 -4.29 -2.35 -4.27 -3.31 1.25 8.05 6.61
Mod Con Tgt Risk TR USD TR 10-12-18 -1.38 -1.32 -2.06 -1.68 0.55 4.95 4.31
Mod Tgt Risk TR USD TR 10-11-18 -3.15 -2.01 -3.22 -2.52 0.74 6.45 5.46
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 10-12-18 -1.76 -0.10 -2.30 -1.55 2.18 5.39 4.76
Lifetime Agg 2005 TR USD TR 10-12-18 -1.82 -0.28 -2.42 -1.68 2.16 5.69 5.06
Lifetime Agg 2010 TR USD TR 10-12-18 -1.97 -0.60 -2.68 -1.97 2.08 6.09 5.43
Lifetime Agg 2015 TR USD TR 10-12-18 -2.19 -0.83 -2.97 -2.25 2.13 6.61 5.88
Lifetime Agg 2020 TR USD TR 10-11-18 -3.46 -1.47 -3.62 -2.68 1.86 7.11 6.32
Lifetime Agg 2025 TR USD TR 10-11-18 -3.97 -1.60 -4.05 -2.99 2.07 7.88 6.86
Lifetime Agg 2030 TR USD TR 10-12-18 -3.28 -1.04 -3.99 -3.04 2.91 8.83 7.44
Lifetime Agg 2035 TR USD TR 10-12-18 -3.58 -1.12 -4.24 -3.25 3.03 9.29 7.65
Lifetime Agg 2040 TR USD TR 10-12-18 -3.73 -1.29 -4.36 -3.39 2.94 9.42 7.64
Lifetime Agg 2045 TR USD TR 10-12-18 -3.75 -1.49 -4.38 -3.49 2.74 9.38 7.52
Lifetime Agg 2050 TR USD TR 10-12-18 -3.73 -1.69 -4.38 -3.57 2.51 9.30 7.38
Lifetime Agg 2055 TR USD TR 10-12-18 -3.71 -1.89 -4.37 -3.65 2.28 9.21 7.24
Lifetime Agg Incm TR USD TR 10-12-18 -1.76 -0.10 -2.30 -1.55 2.18 5.40 4.72
Lifetime Con 2000 TR USD TR 10-12-18 -0.73 -0.29 -1.29 -0.96 0.93 3.24 2.83
Lifetime Con 2005 TR USD TR 10-12-18 -0.73 -0.56 -1.38 -1.10 0.77 3.39 3.05
Lifetime Con 2010 TR USD TR 10-12-18 -0.77 -1.01 -1.61 -1.41 0.53 3.61 3.33
Lifetime Con 2015 TR USD TR 10-12-18 -0.88 -1.37 -1.86 -1.70 0.41 3.97 3.69
Lifetime Con 2020 TR USD TR 10-12-18 -1.05 -1.64 -2.12 -1.96 0.40 4.41 4.10
Lifetime Con 2025 TR USD TR 10-12-18 -1.26 -1.81 -2.38 -2.19 0.49 4.93 4.57
Lifetime Con 2030 TR USD TR 10-12-18 -1.57 -1.85 -2.68 -2.41 0.75 5.65 5.15
Lifetime Con 2035 TR USD TR 10-12-18 -2.01 -1.77 -3.03 -2.63 1.20 6.57 5.81
Lifetime Con 2040 TR USD TR 10-11-18 -3.53 -2.20 -3.75 -3.05 1.22 7.31 6.28
Lifetime Con 2045 TR USD TR 10-11-18 -4.05 -2.31 -4.17 -3.34 1.39 7.90 6.59
Lifetime Con 2050 TR USD TR 10-12-18 -3.11 -1.84 -3.94 -3.30 1.92 8.38 6.80
Lifetime Con 2055 TR USD TR 10-12-18 -3.19 -2.01 -4.03 -3.43 1.80 8.46 6.77
Lifetime Con Incm TR USD TR 10-12-18 -0.73 -0.29 -1.29 -0.96 0.93 3.24 2.80
Lifetime Mod 2000 TR USD TR 10-12-18 -1.27 -0.20 -1.83 -1.27 1.55 4.28 3.79
Lifetime Mod 2005 TR USD TR 10-12-18 -1.30 -0.42 -1.93 -1.40 1.46 4.49 4.04
Lifetime Mod 2010 TR USD TR 10-12-18 -1.38 -0.81 -2.17 -1.70 1.30 4.79 4.35
Lifetime Mod 2015 TR USD TR 10-12-18 -1.54 -1.10 -2.43 -1.97 1.26 5.21 4.74
Lifetime Mod 2020 TR USD TR 10-12-18 -1.76 -1.30 -2.70 -2.23 1.34 5.75 5.21
Lifetime Mod 2025 TR USD TR 10-12-18 -2.08 -1.38 -3.02 -2.48 1.59 6.49 5.81
Lifetime Mod 2030 TR USD TR 10-11-18 -3.52 -1.86 -3.72 -2.90 1.57 7.22 6.35
Lifetime Mod 2035 TR USD TR 10-12-18 -2.98 -1.32 -3.78 -2.99 2.40 8.25 6.97
Lifetime Mod 2040 TR USD TR 10-12-18 -3.33 -1.37 -4.06 -3.21 2.59 8.79 7.24
Lifetime Mod 2045 TR USD TR 10-12-18 -3.50 -1.50 -4.20 -3.36 2.55 8.98 7.27
Lifetime Mod 2050 TR USD TR 10-12-18 -3.54 -1.69 -4.24 -3.46 2.37 8.97 7.18
Lifetime Mod 2055 TR USD TR 10-12-18 -3.54 -1.88 -4.26 -3.55 2.18 8.93 7.06
Lifetime Mod Incm TR USD TR 10-12-18 -1.27 -0.20 -1.83 -1.27 1.55 4.28 3.75
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 10-12-18 -2.07 6.68 0.86 3.72 13.09 1.02 -1.32
Lng/Shrt Cmdty TR TR 10-12-18 -2.51 8.15 -0.71 2.82 14.75 0.47 -0.85
Lng-Only Cmdty TR TR 10-12-18 -1.62 5.53 3.18 5.22 12.71 1.28 -7.57
Shrt/Flt Cmdty TR TR 10-12-18 -0.59 1.86 -2.43 -1.46 1.61 -0.75 0.32
Shrt-Only Cmdty TR TR 10-12-18 0.99 -2.98 -3.12 -4.09 -8.17 -2.44 5.66
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