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 05-22-18 0.61 2.93 2.28 1.68 16.30 10.62 12.67
Style
US Core TR 05-22-18 0.79 0.06 2.60 0.45 11.81 9.85 12.11
US Growth TR 05-22-18 0.34 9.22 2.80 3.70 24.42 12.55 15.32
US Large Cap TR 05-22-18 0.54 2.98 2.31 1.18 16.77 11.19 12.89
US Large Core TR 05-22-18 0.66 -0.22 2.32 -0.19 11.55 10.61 12.36
US Large Growth TR 05-22-18 0.35 9.73 2.55 3.17 25.41 13.49 16.22
US Large Val TR 05-22-18 0.68 -1.05 1.26 0.02 12.74 9.23 9.93
US Mid Cap TR 05-22-18 0.68 2.39 1.63 2.22 14.53 9.02 12.24
US Mid Core TR 05-22-18 0.99 -0.36 1.84 0.82 11.47 7.54 11.55
US Mid Growth TR 05-22-18 0.46 6.67 2.05 3.68 19.92 9.24 12.52
US Mid Val TR 05-22-18 0.60 0.88 0.98 2.17 12.07 10.21 12.59
US Small Cap TR 05-22-18 1.24 4.03 3.93 5.43 16.61 9.37 11.58
US Small Core TR 05-22-18 1.52 3.01 4.04 4.93 14.39 8.95 11.33
US Small Growth TR 05-22-18 0.38 8.84 3.66 7.11 24.38 11.18 13.21
US Small Val TR 05-22-18 1.87 0.36 4.12 4.22 11.17 7.83 10.13
US Value TR 05-22-18 0.74 -0.55 1.40 0.75 12.55 9.36 10.51
Sector
US Cyclcl Sup Sec TR 05-22-18 0.68 3.84 2.27 1.44 20.27 11.97 13.04
US Basic Materials TR 05-22-18 1.22 -0.53 1.11 0.05 15.52 8.74 9.62
US Consumr Cyclcl TR 05-22-18 0.55 7.36 2.07 1.65 21.29 12.10 13.97
US Financial Services TR 05-22-18 0.67 4.03 2.33 0.77 25.51 14.52 14.95
US Real Estate TR 05-22-18 0.63 -4.74 3.94 5.72 -0.37 3.66 4.86
US Dfnsve Sup Sec TR 05-22-18 0.51 -2.88 0.46 -1.56 5.24 5.17 10.66
US Consumr Dfnsve TR 05-22-18 0.60 -11.23 -1.65 -6.70 -6.62 3.68 7.26
US Healthcare TR 05-22-18 0.70 2.27 1.85 0.32 14.12 5.31 13.46
US Utilities TR 05-22-18 -0.59 -4.39 -0.92 2.75 -0.94 7.94 8.66
US Snstve Sup Sec TR 05-22-18 0.61 5.52 3.29 3.69 19.74 12.86 13.58
US Commun Svc Capped TR 05-22-18 0.13 -10.32 -4.81 -5.98 -8.42 3.57 6.77
US Energy Capped TR 05-22-18 0.90 9.42 6.66 17.53 19.13 1.50 1.39
US Industrials TR 05-22-18 1.43 0.80 0.55 -0.44 15.73 11.57 13.51
US Technology TR 05-22-18 0.10 9.86 4.74 4.24 26.86 19.02 20.09
Moat
Morningstar Wide Moat Focus TR 05-22-18 0.47 0.42 1.73 -0.31 13.48 12.40 13.20
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 05-22-18 0.62 1.38 1.80 0.05 21.60 13.64 12.88
NASDAQ Composite PR PR 05-22-18 0.36 6.88 3.25 2.34 20.30 13.18 16.33
NYSE Composite PR --- 05-22-18 0.49 -0.33 1.27 0.43 10.20 4.47 6.07
Russell 2000 TR TR 05-22-18 1.58 6.31 4.00 6.57 19.54 10.61 12.11
S&P 500 TR TR 05-22-18 0.55 2.68 2.23 1.25 16.05 10.90 12.80
S&P MidCap 400 TR 05-22-18 0.99 3.12 2.69 4.01 15.07 9.88 12.02
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 05-22-18 0.07 -2.78 -0.41 -0.37 -1.35 1.26 1.71
US Inter Core Bd TR Bond TR 05-22-18 0.12 -2.27 -0.30 -0.27 -1.50 1.10 1.77
US Lng Core Bd TR Bond TR 05-22-18 -0.04 -6.01 -1.07 -0.97 -2.07 2.25 2.69
US Shrt Core Bd TR Bond TR 05-22-18 0.08 -0.62 0.01 -0.02 -0.44 0.67 0.80
Corporate
US Corp Bd TR Bond TR 05-22-18 0.03 -3.74 -0.65 -1.07 -0.76 2.37 2.57
US Inter Corp Bd TR Bond TR 05-22-18 0.15 -2.58 -0.26 -0.88 -1.18 1.86 2.28
US Lng Corp Bd TR Bond TR 05-22-18 -0.08 -6.29 -1.32 -1.90 -1.19 3.34 3.39
US Shrt Corp Bd TR Bond TR 05-22-18 0.10 -0.60 0.06 0.03 0.20 1.38 1.55
Government
US Gov Bd TR Bond TR 05-22-18 0.08 -2.51 -0.28 -0.07 -1.91 0.48 0.87
US Inter Gov Bd TR Bond TR 05-22-18 0.16 -2.27 -0.22 -0.36 -2.55 0.36 0.68
US Lng Gov Bd TR Bond TR 05-22-18 0.00 -5.68 -0.78 0.17 -3.18 0.97 2.08
US Shrt Gov Bd TR Bond TR 05-22-18 0.08 -0.63 -0.01 -0.04 -0.74 0.32 0.48
Other
Mortgage TR Bond TR 05-22-18 0.10 -2.20 -0.34 -0.10 -1.17 1.19 2.07
US TIPS TR TR 05-22-18 -0.07 -1.59 -0.43 0.64 -0.12 1.27 0.38
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 05-22-18 0.10 -2.70 -0.41 -0.36 -1.27 1.18 1.59
BBgBarc US Government TR TR 05-22-18 0.13 -2.43 -0.30 -0.08 -1.83 0.49 0.87
BBgBarc US MBS TR TR 05-22-18 0.10 -2.11 -0.32 -0.08 -1.14 0.92 1.70
ICE BofAML US High Yield TR TR 05-22-18 -0.02 -0.18 -0.29 0.36 2.67 4.98 4.64
USTREAS T-Bill Auction Ave 3 --- 04-30-18 --- 0.56 0.15 0.43 1.31 0.64 0.40
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-18 --- -3.83 -1.57 -1.31 -3.30 -0.53 -0.02
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 05-22-18 -0.12 -1.13 0.07 0.40 0.85 2.67 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 05-22-18 -0.38 0.81 -3.74 -4.52 8.45 -2.38 -4.87
Euronext BEL 20 PR EUR PR 05-23-18 0.76 -2.28 -1.18 -2.15 -0.71 1.06 7.52
Euronext Paris CAC 40 NR EUR TR 05-23-18 0.10 6.01 3.23 5.88 6.45 5.08 9.47
Euronext Paris CAC 40 PR EUR PR 05-23-18 -0.03 4.77 2.34 4.67 4.07 2.67 7.01
FSE DAX PR EUR PR 05-22-18 0.97 -0.70 3.00 3.23 1.45 0.77 6.07
FSE DAX TR EUR TR 05-22-18 1.54 1.95 5.02 5.68 4.36 3.69 9.07
FTSE 100 PR GBP PR 05-23-18 0.70 1.31 5.27 7.51 4.05 3.47 3.07
FTSE 100 TR GBP TR 05-23-18 0.79 3.25 5.81 8.83 8.25 7.61 7.04
FTSE 250 PR GBP PR 05-23-18 0.85 1.34 3.39 6.08 5.45 4.91 7.68
Hang Seng Hong Kong Composite PR HKD TR 05-23-18 -0.36 3.42 3.29 -1.23 24.01 2.88 6.51
Hang Seng HSI PR HKD PR 05-23-18 -0.67 3.29 2.14 -1.17 21.65 3.35 6.39
MSCI AC Far East Ex Japan PR USD PR 05-22-18 -0.30 1.48 0.28 -1.03 17.91 4.69 5.05
MSCI ACWI PR USD PR 05-22-18 0.28 0.89 0.95 -0.12 11.98 5.46 6.49
MSCI EAFE NR USD TR 05-22-18 0.40 1.69 0.79 1.15 11.42 4.81 5.68
MSCI EAFE PR LCL PR 05-22-18 0.58 1.17 3.53 3.99 6.28 1.86 4.91
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 05-22-18 0.65 1.70 3.59 4.19 3.89 1.83 4.56
MSCI EM Latin America PR USD PR 05-22-18 -2.06 -3.00 -9.49 -12.64 9.71 1.64 -5.77
MSCI EM PR LCL PR 05-22-18 -0.56 0.80 -0.17 -2.02 14.72 5.03 5.36
MSCI EM PR USD PR 05-22-18 -0.71 -1.42 -2.24 -4.90 13.79 3.25 1.73
MSCI Europe NR USD TR 05-22-18 0.57 1.73 0.58 1.36 9.21 4.01 5.69
MSCI Europe PR LCL PR 05-22-18 0.83 1.77 3.72 4.53 3.06 1.81 4.81
MSCI Hong Kong PR USD PR 05-22-18 0.21 2.71 3.36 3.46 16.22 3.87 5.76
MSCI Japan NR USD TR 05-23-18 0.16 2.07 1.16 -0.50 17.15 6.92 7.65
MSCI Japan PR LCL PR 05-23-18 -0.17 -1.24 2.49 1.73 13.83 1.55 7.48
MSCI North America NR USD TR 05-22-18 0.56 2.38 2.25 1.34 15.35 9.60 11.48
MSCI Pacific Ex Japan NR USD TR 05-22-18 0.75 0.95 2.68 1.41 13.95 5.92 4.26
MSCI Pacific Ex Japan PR LCL PR 05-22-18 -0.32 1.14 2.81 2.34 8.67 2.54 3.42
MSCI Pacific NR USD TR 05-22-18 0.06 1.61 1.10 0.76 15.77 6.56 5.76
MSCI Pacific PR LCL PR 05-22-18 0.13 0.09 3.19 3.06 12.50 2.07 5.14
MSCI World ex USA NR USD TR 05-22-18 0.45 1.45 1.09 1.41 11.62 4.66 5.46
MSCI World Ex USA PR LCL PR 05-22-18 0.54 1.06 3.63 4.02 6.21 1.87 4.92
Nikkei 225 Average PR JPY PR 05-23-18 -0.12 -0.33 2.72 3.64 15.69 3.84 9.39
S&P BSE SENSEX India INR PR 05-23-18 -2.95 0.85 -0.31 0.59 13.11 7.10 11.79
S&P/ASX All Ordinaries PR PR 05-23-18 -1.09 -0.44 2.75 0.57 5.82 2.70 4.02
S&P/TSX Composite PR PR 05-22-18 0.29 -0.40 4.27 4.11 4.44 2.03 4.83
SIX SMI PR CHF PR 05-23-18 -1.99 -6.26 -0.13 -1.71 -2.94 -2.03 1.49
SIX SMI TR CHF PR 05-23-18 -1.99 -3.14 0.59 1.56 0.41 1.37 4.86
SSE Composite PR CNY PR 05-23-18 -0.02 -4.18 3.29 -3.65 3.50 -12.05 6.85
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 05-22-18 0.50 1.83 1.28 1.12 14.18 8.32 9.32
Con Tgt Risk TR USD TR 05-22-18 0.13 -1.27 -0.17 -0.17 2.13 2.79 2.77
Mod Agg Tgt Risk TR USD TR 05-22-18 0.42 1.02 0.93 0.77 11.54 7.22 8.04
Mod Con Tgt Risk TR USD TR 05-22-18 0.24 -0.53 0.27 0.23 5.21 4.45 4.72
Mod Tgt Risk TR USD TR 05-22-18 0.33 0.19 0.59 0.49 8.25 5.83 6.37
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 05-22-18 0.30 0.58 0.62 0.84 6.70 4.58 5.17
Lifetime Agg 2005 TR USD TR 05-22-18 0.30 0.49 0.62 0.84 7.03 4.82 5.53
Lifetime Agg 2010 TR USD TR 05-22-18 0.32 0.40 0.65 0.86 7.62 5.17 6.01
Lifetime Agg 2015 TR USD TR 05-22-18 0.34 0.44 0.72 0.92 8.47 5.61 6.61
Lifetime Agg 2020 TR USD TR 05-22-18 0.38 0.66 0.86 1.02 9.65 6.17 7.34
Lifetime Agg 2025 TR USD TR 05-22-18 0.44 1.04 1.06 1.17 11.14 6.82 8.13
Lifetime Agg 2030 TR USD TR 05-22-18 0.50 1.49 1.27 1.34 12.64 7.44 8.79
Lifetime Agg 2035 TR USD TR 05-22-18 0.54 1.83 1.41 1.46 13.71 7.86 9.14
Lifetime Agg 2040 TR USD TR 05-22-18 0.55 1.96 1.46 1.50 14.18 8.01 9.20
Lifetime Agg 2045 TR USD TR 05-22-18 0.55 1.97 1.45 1.50 14.26 7.99 9.12
Lifetime Agg 2050 TR USD TR 05-22-18 0.55 1.94 1.43 1.48 14.26 7.93 9.00
Lifetime Agg 2055 TR USD TR 05-22-18 0.55 1.90 1.40 1.46 14.25 7.86 8.89
Lifetime Agg Incm TR USD TR 05-22-18 0.30 0.58 0.62 0.84 6.70 4.60 5.13
Lifetime Con 2000 TR USD TR 05-22-18 0.16 -0.17 0.11 0.43 3.21 2.81 2.79
Lifetime Con 2005 TR USD TR 05-22-18 0.15 -0.42 0.05 0.39 3.25 2.95 3.01
Lifetime Con 2010 TR USD TR 05-22-18 0.14 -0.73 -0.01 0.34 3.44 3.17 3.35
Lifetime Con 2015 TR USD TR 05-22-18 0.15 -0.92 -0.02 0.33 3.88 3.50 3.78
Lifetime Con 2020 TR USD TR 05-22-18 0.17 -0.99 0.01 0.34 4.50 3.88 4.29
Lifetime Con 2025 TR USD TR 05-22-18 0.19 -0.92 0.09 0.38 5.31 4.33 4.89
Lifetime Con 2030 TR USD TR 05-22-18 0.24 -0.66 0.25 0.47 6.50 4.90 5.67
Lifetime Con 2035 TR USD TR 05-22-18 0.31 -0.16 0.49 0.64 8.15 5.64 6.58
Lifetime Con 2040 TR USD TR 05-22-18 0.38 0.41 0.75 0.84 9.94 6.39 7.40
Lifetime Con 2045 TR USD TR 05-22-18 0.43 0.87 0.95 1.00 11.34 6.95 7.89
Lifetime Con 2050 TR USD TR 05-22-18 0.45 1.06 1.02 1.07 11.99 7.20 8.06
Lifetime Con 2055 TR USD TR 05-22-18 0.46 1.12 1.04 1.09 12.28 7.28 8.08
Lifetime Con Incm TR USD TR 05-22-18 0.16 -0.17 0.11 0.43 3.21 2.82 2.77
Lifetime Mod 2000 TR USD TR 05-22-18 0.23 0.19 0.39 0.66 4.93 3.65 3.98
Lifetime Mod 2005 TR USD TR 05-22-18 0.23 0.02 0.36 0.64 5.10 3.83 4.26
Lifetime Mod 2010 TR USD TR 05-22-18 0.23 -0.18 0.34 0.63 5.47 4.11 4.65
Lifetime Mod 2015 TR USD TR 05-22-18 0.25 -0.26 0.37 0.65 6.08 4.47 5.14
Lifetime Mod 2020 TR USD TR 05-22-18 0.28 -0.19 0.45 0.70 6.94 4.92 5.76
Lifetime Mod 2025 TR USD TR 05-22-18 0.33 0.07 0.61 0.81 8.20 5.52 6.57
Lifetime Mod 2030 TR USD TR 05-22-18 0.39 0.55 0.84 0.99 9.88 6.26 7.46
Lifetime Mod 2035 TR USD TR 05-22-18 0.46 1.08 1.09 1.18 11.58 6.96 8.20
Lifetime Mod 2040 TR USD TR 05-22-18 0.50 1.48 1.26 1.33 12.80 7.45 8.62
Lifetime Mod 2045 TR USD TR 05-22-18 0.52 1.65 1.33 1.39 13.38 7.64 8.73
Lifetime Mod 2050 TR USD TR 05-22-18 0.53 1.67 1.32 1.38 13.51 7.65 8.68
Lifetime Mod 2055 TR USD TR 05-22-18 0.52 1.65 1.31 1.37 13.56 7.62 8.59
Lifetime Mod Incm TR USD TR 05-22-18 0.23 0.19 0.39 0.66 4.93 3.66 3.95
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 05-22-18 0.97 7.24 3.35 7.08 13.95 0.40 -0.87
Lng/Shrt Cmdty TR TR 05-22-18 0.38 6.63 2.98 7.23 13.46 -1.30 -0.53
Lng-Only Cmdty TR TR 05-22-18 1.78 8.06 4.12 7.46 15.29 -2.83 -6.97
Shrt/Flt Cmdty TR TR 05-22-18 -0.89 -0.41 -0.72 -0.05 -0.94 -2.03 0.15
Shrt-Only Cmdty TR TR 05-22-18 -1.77 -6.44 -3.35 -5.80 -11.63 0.00 4.63
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