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 01-19-18 0.84 5.04 4.87 9.94 26.06 13.73 15.76
Style
US Core TR 01-19-18 0.47 4.29 3.92 8.54 24.69 13.01 16.17
US Growth TR 01-19-18 1.21 6.67 6.33 12.10 34.25 15.21 16.86
US Large Cap TR 01-19-18 0.98 5.37 4.96 10.27 27.68 14.23 16.05
US Large Core TR 01-19-18 0.39 4.51 3.90 8.51 26.00 13.48 16.76
US Large Growth TR 01-19-18 1.39 7.24 6.73 12.94 36.44 16.18 17.72
US Large Val TR 01-19-18 1.15 4.33 4.23 9.25 20.89 12.98 13.68
US Mid Cap TR 01-19-18 0.58 4.32 4.80 9.57 22.94 12.63 15.35
US Mid Core TR 01-19-18 0.92 3.78 3.97 8.90 22.90 11.96 15.02
US Mid Growth TR 01-19-18 0.77 5.39 5.54 10.42 28.93 12.42 14.54
US Mid Val TR 01-19-18 0.06 3.79 4.86 9.34 16.94 13.42 16.45
US Small Cap TR 01-19-18 0.18 3.66 4.07 7.59 18.83 11.78 13.82
US Small Core TR 01-19-18 0.04 3.46 4.02 8.01 17.92 11.87 13.95
US Small Growth TR 01-19-18 0.62 4.36 4.32 8.10 27.00 12.83 14.30
US Small Val TR 01-19-18 -0.12 3.16 3.86 6.53 11.65 10.52 13.11
US Value TR 01-19-18 0.83 4.14 4.34 9.10 19.47 12.93 14.23
Sector
US Cyclcl Sup Sec TR 01-19-18 0.76 5.09 5.03 11.45 26.86 15.19 16.25
US Basic Materials TR 01-19-18 -0.30 4.32 5.77 8.95 26.63 12.84 11.13
US Consumr Cyclcl TR 01-19-18 0.70 6.67 6.12 15.49 29.64 15.64 17.07
US Financial Services TR 01-19-18 1.13 6.10 5.97 12.61 30.99 18.77 18.93
US Real Estate TR 01-19-18 0.19 -4.42 -3.89 -4.03 1.71 1.73 7.13
US Dfnsve Sup Sec TR 01-19-18 1.67 3.93 3.25 5.33 21.20 8.85 15.43
US Consumr Dfnsve TR 01-19-18 2.36 2.25 2.26 8.89 15.36 8.96 13.32
US Healthcare TR 01-19-18 1.72 6.89 5.92 6.38 28.32 9.62 18.18
US Utilities TR 01-19-18 -0.39 -4.93 -6.06 -7.54 7.17 4.97 11.13
US Snstve Sup Sec TR 01-19-18 0.44 5.64 5.67 11.44 28.31 15.68 15.61
US Commun Svc Capped TR 01-19-18 -0.09 -0.22 1.73 2.37 1.71 9.89 11.27
US Energy Capped TR 01-19-18 -1.38 5.67 10.35 14.15 5.48 2.61 2.44
US Industrials TR 01-19-18 -0.44 5.10 5.71 10.14 26.50 15.41 16.96
US Technology TR 01-19-18 1.35 6.75 4.98 12.30 42.44 21.37 21.10
Moat
Morningstar Wide Moat Focus TR 01-19-18 0.62 5.79 5.12 11.37 27.25 17.72 16.11
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 01-19-18 1.08 5.56 5.42 13.22 35.30 17.09 16.65
NASDAQ Composite PR PR 01-19-18 1.04 6.27 5.35 11.07 32.42 16.55 18.54
NYSE Composite PR --- 01-19-18 0.68 4.49 5.00 8.11 20.05 7.88 8.77
Russell 2000 TR TR 01-19-18 0.36 4.08 4.07 6.72 20.28 12.30 13.89
S&P 500 TR TR 01-19-18 0.88 5.20 4.94 10.22 26.64 14.02 15.99
S&P MidCap 400 TR 01-19-18 0.68 4.17 4.43 8.95 20.54 13.22 14.76
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 01-19-18 -0.50 -1.00 -0.61 -0.76 2.61 1.61 2.08
US Inter Core Bd TR Bond TR 01-19-18 -0.45 -0.85 -0.60 -0.90 1.92 1.63 2.09
US Lng Core Bd TR Bond TR 01-19-18 -0.96 -2.01 -1.02 -0.70 5.93 2.17 3.44
US Shrt Core Bd TR Bond TR 01-19-18 -0.14 -0.31 -0.23 -0.55 0.79 0.83 0.92
Corporate
US Corp Bd TR Bond TR 01-19-18 -0.58 -1.00 -0.42 -0.34 5.18 3.00 3.21
US Inter Corp Bd TR Bond TR 01-19-18 -0.42 -0.77 -0.48 -0.95 3.55 2.70 2.86
US Lng Corp Bd TR Bond TR 01-19-18 -0.94 -1.59 -0.57 0.00 8.22 3.93 4.36
US Shrt Corp Bd TR Bond TR 01-19-18 -0.14 -0.24 -0.14 -0.40 1.93 1.74 1.79
Government
US Gov Bd TR Bond TR 01-19-18 -0.46 -1.15 -0.80 -1.15 1.16 0.43 1.11
US Inter Gov Bd TR Bond TR 01-19-18 -0.45 -1.06 -0.85 -1.57 0.50 0.49 0.93
US Lng Gov Bd TR Bond TR 01-19-18 -0.99 -2.53 -1.58 -1.57 3.22 0.25 2.52
US Shrt Gov Bd TR Bond TR 01-19-18 -0.14 -0.34 -0.27 -0.63 0.24 0.41 0.57
Other
Mortgage TR Bond TR 01-19-18 -0.45 -0.79 -0.53 -0.63 2.09 1.82 2.36
US TIPS TR TR 01-19-18 -0.13 -0.77 0.03 0.39 1.76 1.25 0.09
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 01-19-18 -0.44 -0.93 -0.51 -0.68 2.58 1.46 1.96
BBgBarc US Government TR TR 01-19-18 -0.39 -1.04 -0.67 -1.06 1.16 0.45 1.13
BBgBarc US MBS TR TR 01-19-18 -0.44 -0.81 -0.50 -0.61 1.95 1.45 1.92
ICE BofAML US High Yield TR TR 01-19-18 -0.12 0.61 0.84 0.62 7.08 6.61 5.61
USTREAS T-Bill Auction Ave 3 --- 12-31-17 --- 0.97 0.12 0.32 0.97 0.45 0.29
USTREAS T-Bill Cnst Mat Rate 10 TR 12-31-17 --- 2.78 0.38 -0.02 2.78 1.33 1.03
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 01-19-18 0.09 -0.37 0.07 -0.30 4.13 2.37 2.78
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 01-19-18 0.63 4.72 8.80 11.98 26.83 -0.51 -2.47
Euronext BEL 20 PR EUR PR 01-19-18 -0.12 4.56 3.44 2.29 15.72 6.99 10.37
Euronext Paris CAC 40 NR EUR TR 01-19-18 0.19 4.04 2.68 3.15 16.69 10.50 10.69
Euronext Paris CAC 40 PR EUR PR 01-19-18 0.17 4.03 2.67 2.95 14.16 7.94 8.11
FSE DAX PR EUR PR 01-19-18 1.43 4.00 1.65 3.42 12.80 6.51 8.62
FSE DAX TR EUR TR 01-19-18 1.43 4.00 1.65 3.42 15.85 9.46 11.77
FTSE 100 PR GBP PR 01-19-18 -0.62 0.56 2.47 2.76 7.25 5.49 4.67
FTSE 100 TR GBP TR 01-19-18 -0.58 0.61 2.61 3.39 11.56 9.66 8.67
FTSE 250 PR GBP PR 01-19-18 -0.99 -0.35 1.53 2.59 13.33 8.73 9.79
Hang Seng Hong Kong Composite PR HKD TR 01-19-18 2.31 7.87 10.79 14.09 42.52 11.24 6.45
Hang Seng HSI PR HKD PR 01-19-18 2.68 7.81 10.26 14.55 39.93 10.76 6.45
MSCI AC Far East Ex Japan PR USD PR 01-19-18 1.80 6.30 8.38 10.61 41.15 10.53 6.07
MSCI ACWI PR USD PR 01-19-18 1.13 5.11 5.71 8.78 25.75 9.49 8.92
MSCI EAFE NR USD TR 01-19-18 1.25 4.97 6.15 7.61 29.07 9.85 8.27
MSCI EAFE PR LCL PR 01-19-18 0.45 3.07 2.88 4.60 14.69 6.89 8.21
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 01-19-18 0.28 2.60 2.38 3.14 12.50 5.98 6.46
MSCI EM Latin America PR USD PR 01-19-18 2.89 8.67 11.69 4.31 26.66 5.45 -4.83
MSCI EM PR LCL PR 01-19-18 1.76 5.42 7.17 7.72 30.58 10.07 6.11
MSCI EM PR USD PR 01-19-18 2.02 6.40 8.87 10.36 37.79 8.97 2.66
MSCI Europe NR USD TR 01-19-18 1.23 4.87 6.13 6.49 30.33 8.72 7.66
MSCI Europe PR LCL PR 01-19-18 0.37 2.89 2.46 2.87 12.46 6.27 6.82
MSCI Hong Kong PR USD PR 01-19-18 1.28 3.46 6.12 7.80 29.15 8.70 6.64
MSCI Japan NR USD TR 01-19-18 1.59 6.45 6.81 11.32 29.65 14.17 12.10
MSCI Japan PR LCL PR 01-19-18 0.97 4.55 4.47 9.32 22.18 9.90 14.79
MSCI North America NR USD TR 01-19-18 0.89 4.99 4.94 9.71 25.26 12.74 14.33
MSCI Pacific Ex Japan NR USD TR 01-19-18 0.70 2.49 4.80 6.19 22.64 8.71 5.25
MSCI Pacific Ex Japan PR LCL PR 01-19-18 -0.18 1.00 1.75 4.34 13.35 5.10 4.90
MSCI Pacific NR USD TR 01-19-18 1.30 5.14 6.15 9.60 27.30 12.26 9.52
MSCI Pacific PR LCL PR 01-19-18 0.59 3.37 3.57 7.66 19.20 8.21 10.90
MSCI World ex USA NR USD TR 01-19-18 1.20 4.70 6.08 7.33 27.90 9.48 7.78
MSCI World Ex USA PR LCL PR 01-19-18 0.43 2.90 2.76 4.53 13.96 6.69 7.93
Nikkei 225 Average PR JPY PR 01-19-18 0.65 4.58 4.11 11.00 24.83 11.85 16.88
S&P BSE SENSEX India INR PR 01-19-18 2.66 4.27 4.95 9.64 30.04 7.91 12.12
S&P/ASX All Ordinaries PR PR 01-19-18 -0.93 -0.78 -0.71 2.68 6.51 4.98 5.00
S&P/TSX Composite PR PR 01-19-18 0.28 0.89 1.36 3.39 6.12 4.54 5.14
SIX SMI PR CHF PR 01-19-18 -0.39 1.36 1.18 2.99 14.95 5.27 5.23
SIX SMI TR CHF PR 01-19-18 -0.39 1.36 1.18 2.99 18.74 8.77 8.64
SSE Composite PR CNY PR 01-19-18 1.72 5.46 5.80 3.49 12.46 3.83 8.52
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 01-19-18 0.94 4.55 5.22 8.72 25.77 11.96 11.76
Con Tgt Risk TR USD TR 01-19-18 -0.04 0.51 0.87 1.48 7.25 3.60 3.37
Mod Agg Tgt Risk TR USD TR 01-19-18 0.74 3.71 4.34 7.23 21.90 10.31 10.15
Mod Con Tgt Risk TR USD TR 01-19-18 0.20 1.56 1.98 3.38 11.96 5.98 5.86
Mod Tgt Risk TR USD TR 01-19-18 0.47 2.60 3.12 5.24 16.64 8.09 8.00
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 01-19-18 0.35 1.90 2.37 4.11 12.19 6.12 6.30
Lifetime Agg 2005 TR USD TR 01-19-18 0.36 1.96 2.49 4.33 13.03 6.49 6.80
Lifetime Agg 2010 TR USD TR 01-19-18 0.39 2.12 2.71 4.73 14.35 7.06 7.47
Lifetime Agg 2015 TR USD TR 01-19-18 0.44 2.38 3.02 5.26 15.97 7.77 8.30
Lifetime Agg 2020 TR USD TR 01-19-18 0.52 2.76 3.45 5.96 17.99 8.67 9.29
Lifetime Agg 2025 TR USD TR 01-19-18 0.64 3.27 3.99 6.81 20.34 9.71 10.32
Lifetime Agg 2030 TR USD TR 01-19-18 0.76 3.79 4.54 7.66 22.60 10.67 11.13
Lifetime Agg 2035 TR USD TR 01-19-18 0.85 4.16 4.94 8.25 24.16 11.28 11.53
Lifetime Agg 2040 TR USD TR 01-19-18 0.90 4.32 5.13 8.49 24.86 11.51 11.58
Lifetime Agg 2045 TR USD TR 01-19-18 0.91 4.34 5.19 8.52 25.06 11.52 11.48
Lifetime Agg 2050 TR USD TR 01-19-18 0.92 4.33 5.22 8.51 25.15 11.49 11.34
Lifetime Agg 2055 TR USD TR 01-19-18 0.92 4.32 5.25 8.49 25.23 11.45 11.20
Lifetime Agg Incm TR USD TR 01-19-18 0.35 1.90 2.37 4.11 12.19 6.14 6.22
Lifetime Con 2000 TR USD TR 01-19-18 0.08 0.70 1.15 1.93 6.81 3.49 3.17
Lifetime Con 2005 TR USD TR 01-19-18 0.07 0.65 1.16 1.99 7.28 3.67 3.48
Lifetime Con 2010 TR USD TR 01-19-18 0.05 0.65 1.23 2.19 8.15 4.02 3.97
Lifetime Con 2015 TR USD TR 01-19-18 0.06 0.76 1.40 2.52 9.31 4.51 4.59
Lifetime Con 2020 TR USD TR 01-19-18 0.09 0.94 1.63 2.94 10.66 5.10 5.28
Lifetime Con 2025 TR USD TR 01-19-18 0.14 1.20 1.93 3.45 12.21 5.80 6.11
Lifetime Con 2030 TR USD TR 01-19-18 0.23 1.62 2.37 4.15 14.21 6.73 7.17
Lifetime Con 2035 TR USD TR 01-19-18 0.37 2.22 2.98 5.11 16.76 7.90 8.35
Lifetime Con 2040 TR USD TR 01-19-18 0.52 2.86 3.64 6.13 19.39 9.06 9.37
Lifetime Con 2045 TR USD TR 01-19-18 0.64 3.36 4.16 6.92 21.40 9.88 9.94
Lifetime Con 2050 TR USD TR 01-19-18 0.70 3.59 4.42 7.29 22.39 10.24 10.13
Lifetime Con 2055 TR USD TR 01-19-18 0.73 3.68 4.55 7.45 22.88 10.38 10.14
Lifetime Con Incm TR USD TR 01-19-18 0.08 0.70 1.15 1.93 6.81 3.51 3.13
Lifetime Mod 2000 TR USD TR 01-19-18 0.23 1.28 1.75 3.02 9.42 4.77 4.75
Lifetime Mod 2005 TR USD TR 01-19-18 0.22 1.29 1.81 3.15 10.04 5.04 5.14
Lifetime Mod 2010 TR USD TR 01-19-18 0.23 1.36 1.95 3.44 11.09 5.47 5.69
Lifetime Mod 2015 TR USD TR 01-19-18 0.25 1.53 2.17 3.84 12.41 6.04 6.38
Lifetime Mod 2020 TR USD TR 01-19-18 0.31 1.80 2.49 4.37 14.03 6.77 7.24
Lifetime Mod 2025 TR USD TR 01-19-18 0.40 2.22 2.95 5.12 16.16 7.74 8.33
Lifetime Mod 2030 TR USD TR 01-19-18 0.53 2.81 3.57 6.09 18.75 8.91 9.48
Lifetime Mod 2035 TR USD TR 01-19-18 0.67 3.41 4.18 7.04 21.24 9.99 10.39
Lifetime Mod 2040 TR USD TR 01-19-18 0.77 3.83 4.64 7.72 23.01 10.69 10.88
Lifetime Mod 2045 TR USD TR 01-19-18 0.83 4.03 4.87 8.03 23.86 10.99 10.99
Lifetime Mod 2050 TR USD TR 01-19-18 0.84 4.07 4.94 8.09 24.13 11.03 10.92
Lifetime Mod 2055 TR USD TR 01-19-18 0.85 4.08 4.99 8.11 24.30 11.03 10.81
Lifetime Mod Incm TR USD TR 01-19-18 0.23 1.28 1.75 3.02 9.42 4.79 4.69
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 01-19-18 -0.24 1.26 3.94 6.73 2.54 -1.39 -2.74
Lng/Shrt Cmdty TR TR 01-19-18 -0.17 1.56 3.38 7.06 3.13 -1.60 -1.46
Lng-Only Cmdty TR TR 01-19-18 -0.46 1.08 5.45 7.41 3.57 -3.63 -9.31
Shrt/Flt Cmdty TR TR 01-19-18 0.28 0.23 -1.44 -0.13 -0.92 -0.62 1.04
Shrt-Only Cmdty TR TR 01-19-18 0.59 -1.07 -5.33 -5.99 -2.68 -0.23 6.89
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