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 04-18-18 2.52 2.03 -1.36 -2.34 17.96 11.08 14.16
Style
US Core TR 04-18-18 1.99 -0.89 -1.76 -4.57 13.25 10.44 13.59
US Growth TR 04-18-18 3.55 7.66 -1.42 1.63 28.64 12.78 16.70
US Large Cap TR 04-18-18 2.57 2.07 -1.62 -2.75 18.70 11.74 14.31
US Large Core TR 04-18-18 2.04 -0.99 -1.87 -5.03 13.64 11.29 13.83
US Large Growth TR 04-18-18 3.43 8.53 -1.30 1.81 30.33 14.02 17.62
US Large Val TR 04-18-18 1.87 -1.01 -1.28 -4.80 12.74 9.96 11.50
US Mid Cap TR 04-18-18 2.47 2.07 -0.78 -1.36 16.40 9.54 13.99
US Mid Core TR 04-18-18 2.05 -0.56 -1.41 -3.35 12.84 8.40 13.24
US Mid Growth TR 04-18-18 3.22 5.96 -1.24 1.35 24.40 9.34 14.20
US Mid Val TR 04-18-18 2.11 0.84 0.43 -2.09 12.15 10.79 14.47
US Small Cap TR 04-18-18 2.13 1.49 -0.34 -0.89 14.80 8.74 12.90
US Small Core TR 04-18-18 1.89 0.28 -0.47 -2.05 12.39 8.71 12.70
US Small Growth TR 04-18-18 2.56 6.82 -0.20 3.77 27.09 10.61 14.81
US Small Val TR 04-18-18 1.91 -2.48 -0.36 -4.32 5.55 6.72 11.12
US Value TR 04-18-18 1.93 -0.72 -0.86 -4.21 12.17 9.93 12.10
Sector
US Cyclcl Sup Sec TR 04-18-18 1.84 1.82 -2.22 -2.36 19.38 12.18 14.72
US Basic Materials TR 04-18-18 4.35 0.11 1.72 -3.35 17.35 9.76 11.74
US Consumr Cyclcl TR 04-18-18 2.98 6.66 -0.59 0.92 23.28 12.71 15.91
US Financial Services TR 04-18-18 0.71 0.42 -4.55 -4.67 23.03 14.68 16.70
US Real Estate TR 04-18-18 0.82 -6.30 -0.13 -1.46 -5.02 2.47 5.29
US Dfnsve Sup Sec TR 04-18-18 1.76 -1.11 -1.39 -4.28 8.89 6.30 11.83
US Consumr Dfnsve TR 04-18-18 0.68 -5.57 -0.39 -6.58 0.00 5.88 9.22
US Healthcare TR 04-18-18 2.41 1.80 -2.47 -4.32 16.38 5.96 14.55
US Utilities TR 04-18-18 1.46 -2.67 1.25 2.18 1.70 8.78 8.87
US Snstve Sup Sec TR 04-18-18 3.52 4.04 -0.61 -1.23 22.38 13.19 15.17
US Commun Svc Capped TR 04-18-18 1.29 -4.71 -1.94 -3.73 -3.91 6.56 8.82
US Energy Capped TR 04-18-18 4.39 3.00 9.44 -2.56 10.58 -1.15 2.03
US Industrials TR 04-18-18 3.94 1.09 -0.65 -3.38 19.08 12.32 15.58
US Technology TR 04-18-18 3.46 7.83 -2.62 1.23 33.07 20.01 21.87
Moat
Morningstar Wide Moat Focus TR 04-18-18 2.00 -0.09 -2.34 -4.98 15.48 12.59 15.36
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 04-18-18 2.31 0.71 -0.74 -4.38 23.42 14.37 13.97
NASDAQ Composite PR PR 04-18-18 3.20 5.68 -2.50 -0.01 24.72 13.94 18.17
NYSE Composite PR --- 04-18-18 1.74 -0.59 -0.40 -4.38 11.90 4.81 7.37
Russell 2000 TR TR 04-18-18 2.39 3.48 -0.04 0.75 17.79 9.68 13.46
S&P 500 TR TR 04-18-18 2.53 1.87 -1.46 -2.73 17.94 11.49 14.29
S&P MidCap 400 TR 04-18-18 2.19 1.59 -0.56 -1.43 14.84 10.00 13.46
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 04-18-18 -0.41 -1.94 0.10 -1.12 -0.47 1.04 1.70
US Inter Core Bd TR Bond TR 04-18-18 -0.33 -1.64 0.08 -0.92 -0.84 1.07 1.76
US Lng Core Bd TR Bond TR 04-18-18 -0.81 -3.93 0.27 -2.35 0.08 1.29 2.56
US Shrt Core Bd TR Bond TR 04-18-18 -0.20 -0.57 -0.02 -0.31 -0.36 0.62 0.81
Corporate
US Corp Bd TR Bond TR 04-18-18 -0.48 -2.54 0.10 -1.79 0.87 1.95 2.64
US Inter Corp Bd TR Bond TR 04-18-18 -0.36 -2.03 -0.09 -1.42 -0.22 1.75 2.36
US Lng Corp Bd TR Bond TR 04-18-18 -0.76 -4.01 0.21 -2.85 1.75 2.47 3.46
US Shrt Corp Bd TR Bond TR 04-18-18 -0.15 -0.61 0.08 -0.42 0.37 1.33 1.59
Government
US Gov Bd TR Bond TR 04-18-18 -0.48 -1.81 0.02 -0.84 -1.45 0.19 0.79
US Inter Gov Bd TR Bond TR 04-18-18 -0.50 -1.73 -0.15 -0.82 -2.17 0.19 0.61
US Lng Gov Bd TR Bond TR 04-18-18 -0.88 -3.86 0.34 -1.75 -1.92 -0.11 1.71
US Shrt Gov Bd TR Bond TR 04-18-18 -0.22 -0.55 -0.08 -0.25 -0.72 0.28 0.48
Other
Mortgage TR Bond TR 04-18-18 -0.25 -1.52 0.20 -0.85 -0.46 1.23 2.07
US TIPS TR TR 04-18-18 -0.18 -0.69 0.88 -0.07 0.26 0.79 0.12
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 04-18-18 -0.35 -1.84 0.17 -1.06 -0.39 0.91 1.57
BBgBarc US Government TR TR 04-18-18 -0.39 -1.70 0.09 -0.80 -1.33 0.15 0.80
BBgBarc US MBS TR TR 04-18-18 -0.26 -1.46 0.21 -0.77 -0.50 0.92 1.66
ICE BofAML US High Yield TR TR 04-18-18 0.71 0.58 1.24 -0.09 5.00 5.33 5.19
USTREAS T-Bill Auction Ave 3 --- 03-31-18 --- 0.41 0.15 0.41 1.23 0.59 0.37
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-18 --- -2.30 1.36 -2.30 -0.61 -0.28 0.63
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 04-18-18 -0.06 -0.98 0.40 -0.63 1.63 2.26 2.59
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 04-18-18 -0.50 4.75 0.83 0.89 18.64 -1.69 -2.89
Euronext BEL 20 PR EUR PR 04-19-18 0.72 -1.66 -0.23 -5.95 3.75 1.10 8.90
Euronext Paris CAC 40 NR EUR TR 04-19-18 1.68 1.77 3.39 -2.18 10.17 4.04 10.71
Euronext Paris CAC 40 PR EUR PR 04-19-18 1.55 1.49 3.23 -2.44 7.75 1.58 8.10
FSE DAX PR EUR PR 04-18-18 2.38 -3.21 1.23 -5.86 2.15 -0.30 7.88
FSE DAX TR EUR TR 04-19-18 1.23 -2.71 2.87 -6.45 4.59 2.45 10.99
FTSE 100 PR GBP PR 04-19-18 0.97 -4.67 4.06 -5.20 3.02 1.57 3.12
FTSE 100 TR GBP TR 04-19-18 1.11 -3.34 4.52 -3.93 7.25 5.64 7.10
FTSE 250 PR GBP PR 04-19-18 1.89 -2.79 2.30 -2.45 3.76 4.66 8.15
Hang Seng Hong Kong Composite PR HKD TR 04-19-18 -1.43 1.40 -3.91 -5.99 27.92 2.48 6.71
Hang Seng HSI PR HKD PR 04-19-18 -0.91 2.12 -3.14 -5.28 28.23 3.38 6.78
MSCI AC Far East Ex Japan PR USD PR 04-18-18 -0.91 1.51 -3.98 -3.89 25.83 4.53 6.34
MSCI ACWI PR USD PR 04-18-18 1.74 1.03 -0.80 -3.43 16.40 6.10 7.93
MSCI EAFE NR USD TR 04-18-18 1.25 1.56 1.52 -2.76 19.49 5.72 7.20
MSCI EAFE PR LCL PR 04-18-18 1.36 -2.42 0.77 -4.81 7.39 0.90 6.18
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 04-18-18 1.34 -1.99 0.83 -3.98 4.50 0.58 5.60
MSCI EM Latin America PR USD PR 04-18-18 1.22 9.35 1.85 0.85 16.52 5.75 -3.25
MSCI EM PR LCL PR 04-18-18 -0.06 1.26 -2.67 -3.62 20.59 4.90 6.67
MSCI EM PR USD PR 04-18-18 0.05 1.53 -3.05 -4.19 22.81 4.10 3.35
MSCI Europe NR USD TR 04-18-18 1.54 1.89 2.42 -2.45 20.46 5.42 7.50
MSCI Europe PR LCL PR 04-18-18 1.55 -2.05 1.23 -4.24 4.39 0.67 6.01
MSCI Hong Kong PR USD PR 04-18-18 -1.25 -0.49 -2.33 -3.66 16.07 3.45 6.51
MSCI Japan NR USD TR 04-19-18 1.74 1.88 0.91 -4.30 21.54 7.43 8.40
MSCI Japan PR LCL PR 04-19-18 1.82 -3.70 1.58 -7.89 17.55 1.90 8.18
MSCI North America NR USD TR 04-18-18 2.48 1.53 -1.27 -2.84 16.79 10.03 12.89
MSCI Pacific Ex Japan NR USD TR 04-18-18 0.32 -0.89 -0.67 -3.13 12.45 4.87 4.13
MSCI Pacific Ex Japan PR LCL PR 04-18-18 0.19 -1.72 -1.26 -2.62 5.71 0.76 3.85
MSCI Pacific NR USD TR 04-18-18 0.73 1.02 0.00 -3.26 18.23 6.59 6.79
MSCI Pacific PR LCL PR 04-18-18 1.02 -3.07 0.00 -5.81 13.29 1.48 6.57
MSCI World ex USA NR USD TR 04-18-18 1.28 1.07 1.61 -2.99 18.50 5.35 6.89
MSCI World Ex USA PR LCL PR 04-18-18 1.39 -2.58 0.59 -4.83 6.73 0.83 6.12
Nikkei 225 Average PR JPY PR 04-19-18 2.45 -2.52 3.31 -6.79 20.39 4.13 10.75
S&P BSE SENSEX India INR PR 04-19-18 0.96 1.09 4.57 -3.05 17.35 6.57 12.60
S&P/ASX All Ordinaries PR PR 04-19-18 1.10 -3.10 -1.46 -2.34 2.34 0.71 3.95
S&P/TSX Composite PR PR 04-18-18 1.78 -4.19 -1.15 -4.63 -0.59 0.37 5.30
SIX SMI PR CHF PR 04-19-18 0.67 -5.85 0.25 -7.11 3.53 -1.51 3.00
SIX SMI TR CHF PR 04-19-18 1.30 -3.42 1.53 -4.72 7.00 2.10 6.34
SSE Composite PR CNY PR 04-19-18 -1.97 -5.74 -4.94 -10.62 -1.68 -10.08 6.79
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 04-18-18 1.73 1.61 -0.49 -2.29 17.44 8.86 10.73
Con Tgt Risk TR USD TR 04-18-18 0.13 -0.59 -0.01 -1.09 3.56 2.84 3.02
Mod Agg Tgt Risk TR USD TR 04-18-18 1.38 1.04 -0.41 -2.16 14.42 7.69 9.22
Mod Con Tgt Risk TR USD TR 04-18-18 0.56 -0.14 -0.17 -1.53 6.99 4.61 5.26
Mod Tgt Risk TR USD TR 04-18-18 0.97 0.42 -0.28 -1.85 10.46 6.13 7.23
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 04-18-18 0.78 0.67 -0.01 -0.99 8.04 4.73 5.78
Lifetime Agg 2005 TR USD TR 04-18-18 0.81 0.62 0.00 -1.10 8.55 4.99 6.22
Lifetime Agg 2010 TR USD TR 04-18-18 0.88 0.59 0.00 -1.26 9.40 5.38 6.82
Lifetime Agg 2015 TR USD TR 04-18-18 0.97 0.63 -0.02 -1.44 10.50 5.88 7.56
Lifetime Agg 2020 TR USD TR 04-18-18 1.12 0.77 -0.07 -1.62 11.92 6.51 8.46
Lifetime Agg 2025 TR USD TR 04-18-18 1.31 1.01 -0.14 -1.81 13.64 7.25 9.41
Lifetime Agg 2030 TR USD TR 04-18-18 1.51 1.29 -0.21 -1.96 15.33 7.92 10.15
Lifetime Agg 2035 TR USD TR 04-18-18 1.64 1.49 -0.24 -2.06 16.51 8.35 10.53
Lifetime Agg 2040 TR USD TR 04-18-18 1.68 1.58 -0.25 -2.11 17.03 8.50 10.59
Lifetime Agg 2045 TR USD TR 04-18-18 1.67 1.58 -0.24 -2.12 17.16 8.47 10.51
Lifetime Agg 2050 TR USD TR 04-18-18 1.64 1.57 -0.22 -2.12 17.21 8.40 10.39
Lifetime Agg 2055 TR USD TR 04-18-18 1.62 1.56 -0.20 -2.13 17.24 8.34 10.28
Lifetime Agg Incm TR USD TR 04-18-18 0.78 0.67 -0.01 -0.99 8.04 4.75 5.72
Lifetime Con 2000 TR USD TR 04-18-18 0.25 0.20 0.20 -0.44 4.13 2.77 2.98
Lifetime Con 2005 TR USD TR 04-18-18 0.24 0.07 0.23 -0.53 4.34 2.90 3.25
Lifetime Con 2010 TR USD TR 04-18-18 0.25 -0.10 0.25 -0.70 4.80 3.15 3.66
Lifetime Con 2015 TR USD TR 04-18-18 0.29 -0.19 0.25 -0.89 5.50 3.51 4.19
Lifetime Con 2020 TR USD TR 04-18-18 0.36 -0.21 0.22 -1.06 6.35 3.93 4.81
Lifetime Con 2025 TR USD TR 04-18-18 0.45 -0.16 0.17 -1.24 7.39 4.43 5.55
Lifetime Con 2030 TR USD TR 04-18-18 0.61 0.01 0.09 -1.42 8.81 5.08 6.51
Lifetime Con 2035 TR USD TR 04-18-18 0.83 0.32 -0.01 -1.62 10.68 5.91 7.60
Lifetime Con 2040 TR USD TR 04-18-18 1.07 0.67 -0.10 -1.80 12.67 6.73 8.53
Lifetime Con 2045 TR USD TR 04-18-18 1.25 0.96 -0.17 -1.94 14.19 7.32 9.07
Lifetime Con 2050 TR USD TR 04-18-18 1.32 1.08 -0.19 -2.00 14.94 7.57 9.26
Lifetime Con 2055 TR USD TR 04-18-18 1.34 1.13 -0.19 -2.03 15.29 7.64 9.27
Lifetime Con Incm TR USD TR 04-18-18 0.25 0.20 0.20 -0.44 4.13 2.79 2.96
Lifetime Mod 2000 TR USD TR 04-18-18 0.53 0.41 0.09 -0.73 6.01 3.70 4.39
Lifetime Mod 2005 TR USD TR 04-18-18 0.53 0.32 0.11 -0.82 6.36 3.89 4.73
Lifetime Mod 2010 TR USD TR 04-18-18 0.56 0.22 0.13 -0.98 6.98 4.20 5.21
Lifetime Mod 2015 TR USD TR 04-18-18 0.63 0.19 0.12 -1.15 7.83 4.61 5.82
Lifetime Mod 2020 TR USD TR 04-18-18 0.73 0.24 0.08 -1.33 8.92 5.12 6.59
Lifetime Mod 2025 TR USD TR 04-18-18 0.89 0.42 0.02 -1.52 10.44 5.80 7.58
Lifetime Mod 2030 TR USD TR 04-18-18 1.11 0.71 -0.07 -1.72 12.35 6.62 8.64
Lifetime Mod 2035 TR USD TR 04-18-18 1.33 1.04 -0.15 -1.89 14.23 7.39 9.48
Lifetime Mod 2040 TR USD TR 04-18-18 1.49 1.28 -0.20 -2.00 15.57 7.89 9.94
Lifetime Mod 2045 TR USD TR 04-18-18 1.55 1.39 -0.21 -2.05 16.21 8.08 10.05
Lifetime Mod 2050 TR USD TR 04-18-18 1.54 1.40 -0.20 -2.07 16.39 8.08 10.00
Lifetime Mod 2055 TR USD TR 04-18-18 1.53 1.40 -0.19 -2.08 16.50 8.05 9.91
Lifetime Mod Incm TR USD TR 04-18-18 0.53 0.41 0.09 -0.73 6.01 3.72 4.35
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 04-18-18 0.45 3.86 4.35 2.20 10.56 -0.64 -1.57
Lng/Shrt Cmdty TR TR 04-18-18 0.44 3.56 4.53 1.47 10.24 -2.03 -1.20
Lng-Only Cmdty TR TR 04-18-18 0.66 3.94 4.21 2.46 9.84 -3.64 -7.35
Shrt/Flt Cmdty TR TR 04-18-18 -0.19 0.25 0.29 0.05 0.95 -1.61 0.24
Shrt-Only Cmdty TR TR 04-18-18 -0.61 -3.39 -3.73 -1.90 -7.67 0.57 4.89
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