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 07-13-18 1.39 6.26 1.03 6.26 17.03 12.16 12.93
Style
US Core TR 07-13-18 1.01 1.36 0.26 3.83 10.51 10.83 11.98
US Growth TR 07-13-18 2.17 16.83 2.31 11.84 29.31 15.02 16.36
US Large Cap TR 07-13-18 1.71 6.25 1.11 6.12 17.34 12.65 13.21
US Large Core TR 07-13-18 1.12 0.69 0.11 3.19 9.61 11.40 12.11
US Large Growth TR 07-13-18 2.40 16.90 2.23 10.84 29.71 15.78 17.34
US Large Val TR 07-13-18 1.01 -0.43 0.23 1.78 10.92 10.05 9.70
US Mid Cap TR 07-13-18 0.78 5.71 0.82 5.97 15.70 10.82 12.40
US Mid Core TR 07-13-18 0.96 2.05 0.87 4.57 11.94 9.14 11.91
US Mid Growth TR 07-13-18 1.47 12.66 1.08 9.56 23.89 11.52 12.98
US Mid Val TR 07-13-18 -0.11 2.37 0.49 3.55 11.11 11.66 12.21
US Small Cap TR 07-13-18 -0.13 8.05 0.83 8.58 17.68 10.82 11.40
US Small Core TR 07-13-18 -0.14 5.63 0.39 7.37 14.96 10.08 10.96
US Small Growth TR 07-13-18 0.32 15.85 1.97 10.84 26.93 12.73 13.13
US Small Val TR 07-13-18 -0.62 2.88 0.07 7.41 11.30 9.46 9.99
US Value TR 07-13-18 0.67 0.38 0.27 2.53 11.06 10.37 10.26
Sector
US Cyclcl Sup Sec TR 07-13-18 1.12 5.73 -0.30 5.59 17.50 12.44 12.80
US Basic Materials TR 07-13-18 -0.03 -1.23 -2.01 2.04 9.93 10.35 10.12
US Consumr Cyclcl TR 07-13-18 1.88 14.99 0.95 11.07 27.78 14.15 14.54
US Financial Services TR 07-13-18 1.16 0.98 -2.07 0.95 14.01 12.77 13.17
US Real Estate TR 07-13-18 -0.67 3.34 5.04 11.98 6.85 7.13 7.88
US Dfnsve Sup Sec TR 07-13-18 1.05 3.26 3.83 5.90 8.95 6.88 11.66
US Consumr Dfnsve TR 07-13-18 0.92 -5.27 3.61 0.80 1.54 5.46 8.40
US Healthcare TR 07-13-18 1.61 8.40 3.12 8.38 13.66 6.64 14.19
US Utilities TR 07-13-18 -1.27 2.24 7.83 7.18 6.62 11.43 10.25
US Snstve Sup Sec TR 07-13-18 1.80 8.45 0.65 7.00 21.61 15.30 13.83
US Commun Svc Capped TR 07-13-18 -0.44 -4.10 4.95 2.83 -0.62 5.52 7.59
US Energy Capped TR 07-13-18 0.62 8.13 0.96 8.35 23.02 3.82 1.01
US Industrials TR 07-13-18 2.06 0.23 -1.78 2.00 10.91 12.48 12.88
US Technology TR 07-13-18 2.19 15.58 1.12 9.95 31.07 22.52 20.89
Moat
Morningstar Wide Moat Focus TR 07-13-18 0.86 6.34 1.86 8.54 15.69 15.08 14.10
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 07-13-18 2.32 2.41 -0.60 3.31 18.75 14.46 12.81
NASDAQ Composite PR PR 07-13-18 1.79 13.36 1.69 10.12 24.73 15.56 16.80
NYSE Composite PR --- 07-13-18 0.83 -0.31 -0.12 1.78 7.81 5.27 6.10
Russell 2000 TR TR 07-13-18 -0.39 10.58 0.77 9.21 19.85 11.61 11.74
S&P 500 TR TR 07-13-18 1.55 5.86 1.08 5.97 16.69 12.40 13.08
S&P MidCap 400 TR 07-13-18 0.37 5.89 0.39 6.40 15.26 11.38 12.06
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 07-13-18 0.16 -1.24 1.06 0.47 0.00 2.07 2.50
US Inter Core Bd TR Bond TR 07-13-18 0.12 -0.92 0.93 0.57 -0.19 1.77 2.46
US Lng Core Bd TR Bond TR 07-13-18 0.38 -3.04 2.16 0.40 0.42 4.21 4.50
US Shrt Core Bd TR Bond TR 07-13-18 0.02 -0.10 0.33 0.36 -0.05 0.84 0.98
Corporate
US Corp Bd TR Bond TR 07-13-18 0.40 -2.24 1.22 -0.05 0.06 3.43 3.63
US Inter Corp Bd TR Bond TR 07-13-18 0.24 -1.45 0.88 0.36 -0.47 2.56 3.12
US Lng Corp Bd TR Bond TR 07-13-18 0.71 -4.00 1.96 -0.56 0.12 5.17 5.10
US Shrt Corp Bd TR Bond TR 07-13-18 0.08 -0.07 0.38 0.44 0.38 1.61 1.81
Government
US Gov Bd TR Bond TR 07-13-18 0.01 -0.87 1.02 0.70 -0.25 1.24 1.59
US Inter Gov Bd TR Bond TR 07-13-18 0.03 -0.99 0.83 0.48 -1.16 0.92 1.39
US Lng Gov Bd TR Bond TR 07-13-18 0.02 -1.93 2.40 1.52 0.67 3.08 4.01
US Shrt Gov Bd TR Bond TR 07-13-18 -0.01 -0.11 0.30 0.32 -0.26 0.46 0.65
Other
Mortgage TR Bond TR 07-13-18 0.14 -0.77 0.97 0.65 0.25 1.90 2.71
US TIPS TR TR 07-13-18 -0.10 0.41 1.40 0.97 2.62 2.33 1.83
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 07-13-18 0.18 -1.20 1.06 0.49 0.05 1.97 2.41
BBgBarc US Government TR TR 07-13-18 0.05 -0.83 1.02 0.72 -0.23 1.21 1.59
BBgBarc US MBS TR TR 07-13-18 0.13 -0.73 0.97 0.65 0.28 1.63 2.43
ICE BofAML US High Yield TR TR 07-13-18 0.52 0.59 0.05 0.36 2.90 5.71 5.36
USTREAS T-Bill Auction Ave 3 --- 06-30-18 --- 0.88 0.16 0.48 1.47 0.75 0.46
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-18 --- -2.55 0.06 -0.25 -2.20 0.69 1.66
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 07-13-18 0.21 0.10 0.67 1.06 1.83 2.95 3.70
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 07-13-18 2.41 -5.98 -3.14 -10.53 2.68 -1.29 -5.17
Euronext BEL 20 PR EUR PR 07-13-18 0.89 -4.37 -0.26 -2.17 -2.32 0.49 7.66
Euronext Paris CAC 40 NR EUR TR 07-13-18 0.99 4.19 -0.36 3.97 6.05 5.27 9.62
Euronext Paris CAC 40 PR EUR PR 07-13-18 0.99 2.20 -0.43 2.15 3.70 2.80 7.09
FSE DAX PR EUR PR 07-13-18 0.36 -5.64 -2.72 -1.39 -3.58 0.08 5.87
FSE DAX TR EUR TR 07-13-18 0.36 -2.92 -2.71 0.79 -0.80 2.98 8.83
FTSE 100 PR GBP PR 07-13-18 0.58 -0.34 -0.54 5.47 3.35 4.38 3.20
FTSE 100 TR GBP TR 07-13-18 0.58 2.02 -0.36 6.62 7.60 8.60 7.19
FTSE 250 PR GBP PR 07-13-18 0.94 0.42 -1.98 4.91 7.18 5.53 7.20
Hang Seng Hong Kong Composite PR HKD TR 07-13-18 1.56 -5.27 -8.13 -7.73 8.60 4.26 6.16
Hang Seng HSI PR HKD PR 07-13-18 0.74 -4.66 -7.16 -7.41 8.27 4.19 6.04
MSCI AC Far East Ex Japan PR USD PR 07-13-18 1.47 -5.87 -7.57 -7.54 5.23 5.86 5.22
MSCI ACWI PR USD PR 07-13-18 1.04 0.43 -0.86 0.92 9.37 6.44 6.83
MSCI EAFE NR USD TR 07-13-18 0.16 -2.05 -2.22 -2.44 6.38 4.76 5.67
MSCI EAFE PR LCL PR 07-13-18 1.14 -1.63 -0.94 1.74 2.97 1.89 5.38
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 07-13-18 0.74 -0.77 -0.20 2.09 1.81 2.01 5.04
MSCI EM Latin America PR USD PR 07-13-18 2.15 -8.87 3.40 -14.85 -4.10 1.24 -3.58
MSCI EM PR LCL PR 07-13-18 1.29 -3.51 -4.13 -4.38 5.68 6.03 5.93
MSCI EM PR USD PR 07-13-18 1.48 -7.15 -5.29 -8.07 3.36 4.48 2.62
MSCI Europe NR USD TR 07-13-18 -0.07 -1.94 -1.50 -2.60 4.79 3.71 5.59
MSCI Europe PR LCL PR 07-13-18 0.78 -1.07 -0.40 1.97 0.89 1.81 5.19
MSCI Hong Kong PR USD PR 07-13-18 1.33 -3.92 -4.17 -4.31 5.19 3.80 6.17
MSCI Japan NR USD TR 07-13-18 0.65 -3.01 -4.84 -3.53 9.95 6.54 5.95
MSCI Japan PR LCL PR 07-13-18 2.44 -4.18 -3.24 0.67 6.98 1.37 6.66
MSCI North America NR USD TR 07-13-18 1.48 5.40 1.02 5.89 15.82 11.23 11.82
MSCI Pacific Ex Japan NR USD TR 07-13-18 0.37 -1.14 -0.78 0.09 8.58 7.84 5.73
MSCI Pacific Ex Japan PR LCL PR 07-13-18 0.57 0.33 0.81 2.32 7.12 3.64 4.36
MSCI Pacific NR USD TR 07-13-18 0.56 -2.38 -3.50 -2.33 9.50 6.98 5.89
MSCI Pacific PR LCL PR 07-13-18 1.80 -2.73 -1.93 1.20 6.98 2.12 5.75
MSCI World ex USA NR USD TR 07-13-18 0.22 -1.98 -1.97 -1.83 6.60 4.85 5.48
MSCI World Ex USA PR LCL PR 07-13-18 1.15 -1.28 -0.70 2.33 3.56 2.10 5.43
Nikkei 225 Average PR JPY PR 07-13-18 3.71 -0.74 -1.61 3.76 12.43 4.00 9.27
S&P BSE SENSEX India INR PR 07-13-18 2.48 7.30 2.25 6.87 14.06 9.33 12.86
S&P/ASX All Ordinaries PR PR 07-12-18 0.74 2.96 3.00 7.42 11.05 5.05 5.07
S&P/TSX Composite PR PR 07-13-18 1.16 2.17 1.82 8.43 9.42 4.45 5.85
SIX SMI PR CHF PR 07-13-18 1.88 -5.55 2.62 0.97 -1.58 -1.42 2.11
SIX SMI TR CHF PR 07-13-18 1.88 -2.38 2.62 2.33 1.83 2.00 5.49
SSE Composite PR CNY PR 07-13-18 3.06 -14.39 -7.17 -10.38 -12.02 -10.66 6.78
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 07-13-18 0.83 2.34 -0.44 2.23 12.20 9.43 9.45
Con Tgt Risk TR USD TR 07-13-18 0.26 -0.17 0.66 0.61 2.77 3.55 3.15
Mod Agg Tgt Risk TR USD TR 07-13-18 0.74 1.60 -0.23 1.77 10.03 8.23 8.19
Mod Con Tgt Risk TR USD TR 07-13-18 0.46 0.51 0.43 1.18 5.24 5.31 5.05
Mod Tgt Risk TR USD TR 07-13-18 0.60 1.01 0.10 1.47 7.54 6.78 6.63
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 07-13-18 0.33 1.60 0.34 1.66 6.94 5.42 5.53
Lifetime Agg 2005 TR USD TR 07-13-18 0.35 1.56 0.36 1.69 7.24 5.74 5.89
Lifetime Agg 2010 TR USD TR 07-13-18 0.39 1.55 0.37 1.77 7.79 6.17 6.37
Lifetime Agg 2015 TR USD TR 07-13-18 0.44 1.60 0.33 1.87 8.48 6.67 6.95
Lifetime Agg 2020 TR USD TR 07-13-18 0.49 1.75 0.23 2.00 9.37 7.27 7.63
Lifetime Agg 2025 TR USD TR 07-13-18 0.56 1.98 0.05 2.15 10.43 7.93 8.35
Lifetime Agg 2030 TR USD TR 07-13-18 0.62 2.22 -0.16 2.27 11.44 8.53 8.94
Lifetime Agg 2035 TR USD TR 07-13-18 0.66 2.35 -0.35 2.30 12.10 8.92 9.24
Lifetime Agg 2040 TR USD TR 07-13-18 0.68 2.34 -0.47 2.24 12.31 9.04 9.29
Lifetime Agg 2045 TR USD TR 07-13-18 0.67 2.24 -0.54 2.12 12.26 9.01 9.21
Lifetime Agg 2050 TR USD TR 07-13-18 0.66 2.12 -0.60 2.00 12.15 8.95 9.11
Lifetime Agg 2055 TR USD TR 07-13-18 0.65 2.00 -0.65 1.87 12.03 8.88 9.01
Lifetime Agg Incm TR USD TR 07-13-18 0.33 1.60 0.34 1.66 6.94 5.44 5.48
Lifetime Con 2000 TR USD TR 07-13-18 0.12 0.81 0.54 0.90 3.95 3.53 3.30
Lifetime Con 2005 TR USD TR 07-13-18 0.13 0.68 0.61 0.90 4.07 3.76 3.56
Lifetime Con 2010 TR USD TR 07-13-18 0.16 0.56 0.72 0.95 4.39 4.10 3.93
Lifetime Con 2015 TR USD TR 07-13-18 0.21 0.50 0.78 1.03 4.86 4.53 4.38
Lifetime Con 2020 TR USD TR 07-13-18 0.26 0.50 0.79 1.12 5.42 5.00 4.89
Lifetime Con 2025 TR USD TR 07-13-18 0.31 0.57 0.74 1.22 6.07 5.51 5.47
Lifetime Con 2030 TR USD TR 07-13-18 0.37 0.75 0.62 1.36 6.95 6.12 6.19
Lifetime Con 2035 TR USD TR 07-13-18 0.45 1.06 0.41 1.54 8.11 6.85 7.01
Lifetime Con 2040 TR USD TR 07-13-18 0.53 1.40 0.16 1.72 9.34 7.59 7.74
Lifetime Con 2045 TR USD TR 07-13-18 0.59 1.64 -0.07 1.82 10.26 8.12 8.19
Lifetime Con 2050 TR USD TR 07-13-18 0.61 1.68 -0.20 1.80 10.64 8.35 8.34
Lifetime Con 2055 TR USD TR 07-13-18 0.62 1.65 -0.27 1.74 10.78 8.43 8.35
Lifetime Con Incm TR USD TR 07-13-18 0.12 0.81 0.54 0.90 3.95 3.54 3.27
Lifetime Mod 2000 TR USD TR 07-13-18 0.23 1.21 0.45 1.32 5.48 4.44 4.42
Lifetime Mod 2005 TR USD TR 07-13-18 0.24 1.13 0.49 1.33 5.68 4.70 4.71
Lifetime Mod 2010 TR USD TR 07-13-18 0.27 1.05 0.55 1.39 6.10 5.08 5.12
Lifetime Mod 2015 TR USD TR 07-13-18 0.32 1.05 0.56 1.47 6.65 5.52 5.62
Lifetime Mod 2020 TR USD TR 07-13-18 0.37 1.11 0.52 1.58 7.34 6.04 6.21
Lifetime Mod 2025 TR USD TR 07-13-18 0.43 1.30 0.40 1.72 8.29 6.67 6.96
Lifetime Mod 2030 TR USD TR 07-13-18 0.50 1.59 0.19 1.90 9.48 7.41 7.77
Lifetime Mod 2035 TR USD TR 07-13-18 0.57 1.89 -0.05 2.05 10.62 8.09 8.43
Lifetime Mod 2040 TR USD TR 07-13-18 0.62 2.07 -0.26 2.11 11.39 8.54 8.80
Lifetime Mod 2045 TR USD TR 07-13-18 0.64 2.08 -0.39 2.07 11.70 8.72 8.89
Lifetime Mod 2050 TR USD TR 07-13-18 0.64 2.00 -0.46 1.97 11.69 8.72 8.84
Lifetime Mod 2055 TR USD TR 07-13-18 0.63 1.91 -0.51 1.87 11.63 8.69 8.76
Lifetime Mod Incm TR USD TR 07-13-18 0.23 1.21 0.45 1.32 5.48 4.45 4.38
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 07-13-18 -0.98 3.46 -1.09 -0.02 11.21 -0.77 -1.90
Lng/Shrt Cmdty TR TR 07-13-18 0.25 6.10 1.68 2.81 13.54 -0.75 -1.25
Lng-Only Cmdty TR TR 07-13-18 -2.50 0.46 -4.33 -2.96 13.57 -3.92 -8.49
Shrt/Flt Cmdty TR TR 07-13-18 1.66 3.83 3.76 3.55 -1.15 0.03 0.67
Shrt-Only Cmdty TR TR 07-13-18 2.77 1.17 5.35 4.32 -9.82 1.80 6.42
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