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 03-22-17 -1.63 5.02 -0.82 4.11 17.55 9.63 13.23
Style
US Core TR 03-22-17 -1.21 6.15 -0.01 5.36 20.47 10.53 14.52
US Growth TR 03-22-17 -1.25 7.48 -0.18 6.56 13.96 9.11 12.24
US Large Cap TR 03-22-17 -1.46 5.72 -0.22 4.73 17.26 10.32 13.30
US Large Core TR 03-22-17 -0.86 7.26 0.94 6.38 21.73 11.42 15.05
US Large Growth TR 03-22-17 -1.09 8.24 0.32 7.12 13.11 10.35 12.72
US Large Val TR 03-22-17 -2.39 2.02 -1.81 1.04 17.27 9.15 12.19
US Mid Cap TR 03-22-17 -1.85 4.18 -1.81 3.41 17.54 8.32 13.31
US Mid Core TR 03-22-17 -1.83 5.01 -1.52 4.43 16.51 8.93 13.47
US Mid Growth TR 03-22-17 -1.48 6.23 -1.03 5.71 15.61 6.02 10.84
US Mid Val TR 03-22-17 -2.27 1.26 -2.93 0.07 20.66 10.06 15.68
US Small Cap TR 03-22-17 -2.64 0.47 -4.03 0.03 20.75 6.12 12.16
US Small Core TR 03-22-17 -2.65 -0.54 -4.24 -1.02 20.25 6.51 12.36
US Small Growth TR 03-22-17 -2.20 3.29 -2.88 3.28 19.86 4.64 11.09
US Small Val TR 03-22-17 -3.00 -1.20 -4.90 -2.00 22.10 7.18 13.01
US Value TR 03-22-17 -2.41 1.65 -2.24 0.64 18.32 9.22 12.97
Sector
US Cyclcl Sup Sec TR 03-22-17 -2.58 3.30 -2.45 2.45 19.75 9.27 14.04
US Basic Materials TR 03-22-17 -1.55 6.09 -1.72 4.97 21.25 5.65 9.10
US Consumr Cyclcl TR 03-22-17 -1.15 5.99 -0.44 4.61 12.50 9.18 14.72
US Financial Services TR 03-22-17 -4.32 1.51 -4.01 0.44 29.43 10.23 15.77
US Real Estate TR 03-22-17 -0.27 0.43 -2.59 2.37 6.06 9.30 9.50
US Dfnsve Sup Sec TR 03-22-17 -1.29 7.50 1.01 7.21 10.65 11.03 15.22
US Consumr Dfnsve TR 03-22-17 -0.27 5.93 0.20 5.31 8.76 12.09 13.43
US Healthcare TR 03-22-17 -2.37 8.65 0.95 8.54 11.74 10.15 17.62
US Utilities TR 03-22-17 0.53 7.07 3.46 6.93 11.26 12.29 12.78
US Snstve Sup Sec TR 03-22-17 -1.03 4.98 -0.55 3.66 20.41 9.17 11.57
US Commun Svc Capped TR 03-22-17 -1.50 1.40 -2.63 0.53 15.56 11.50 15.41
US Energy Capped TR 03-22-17 -1.87 -8.32 -2.96 -9.70 11.43 -6.01 0.97
US Industrials TR 03-22-17 -1.52 4.06 -1.48 3.02 18.19 9.59 14.27
US Technology TR 03-22-17 -0.42 11.39 0.79 9.82 26.63 15.00 13.70
Moat
Morningstar Wide Moat Focus TR 03-22-17 -2.25 6.75 -1.52 6.18 22.14 11.23 14.24
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 03-22-17 -1.38 5.18 -0.34 4.36 20.59 10.96 12.44
NASDAQ Composite PR PR 03-22-17 -1.33 8.15 -0.67 6.87 20.74 10.83 13.70
NYSE Composite PR --- 03-22-17 -1.41 3.34 -1.07 2.81 12.09 3.21 7.02
Russell 2000 TR TR 03-22-17 -2.67 -0.59 -4.02 -0.92 24.43 5.54 11.93
S&P 500 TR TR 03-22-17 -1.52 5.40 -0.43 4.41 17.04 10.27 13.42
S&P MidCap 400 TR 03-22-17 -2.16 2.20 -2.76 1.70 20.24 8.73 13.16
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 03-22-17 0.60 0.75 0.17 1.44 1.14 2.91 2.55
US Inter Core Bd TR Bond TR 03-22-17 0.53 0.60 0.16 1.33 0.91 2.96 2.58
US Lng Core Bd TR Bond TR 03-22-17 1.18 1.37 0.30 2.49 1.82 5.03 4.34
US Shrt Core Bd TR Bond TR 03-22-17 0.19 0.43 0.05 0.66 1.05 1.17 1.13
Corporate
US Corp Bd TR Bond TR 03-22-17 0.66 1.20 0.17 1.94 4.13 3.71 3.97
US Inter Corp Bd TR Bond TR 03-22-17 0.48 1.27 0.16 1.87 3.47 3.37 3.88
US Lng Corp Bd TR Bond TR 03-22-17 1.05 1.44 0.22 2.58 5.78 5.15 5.20
US Shrt Corp Bd TR Bond TR 03-22-17 0.21 0.81 0.11 1.05 2.32 1.82 2.24
Government
US Gov Bd TR Bond TR 03-22-17 0.57 0.64 0.14 1.23 -0.59 2.11 1.63
US Inter Gov Bd TR Bond TR 03-22-17 0.44 0.61 0.08 1.28 -0.24 2.15 1.61
US Lng Gov Bd TR Bond TR 03-22-17 1.33 1.28 0.40 2.40 -2.43 5.09 3.54
US Shrt Gov Bd TR Bond TR 03-22-17 0.18 0.25 0.02 0.48 0.45 0.88 0.74
Other
Mortgage TR Bond TR 03-22-17 0.58 0.43 0.19 1.22 0.77 3.16 2.59
TIPS TR TR 03-22-17 0.47 1.05 -0.08 1.83 2.43 2.05 0.99
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 03-22-17 0.65 0.74 0.25 1.47 1.18 2.74 2.37
BBgBarc US Government TR TR 03-22-17 0.59 0.61 0.20 1.23 -0.53 2.08 1.63
BBgBarc US MBS TR TR 03-22-17 0.64 0.43 0.27 1.24 0.61 2.71 2.06
BofAML US HY Master II TR TR 03-22-17 -0.09 1.42 -1.06 1.81 14.96 4.29 6.60
USTREAS T-Bill Auction Ave 3 --- 02-28-17 --- 0.09 0.04 0.13 0.38 0.17 0.13
USTREAS T-Bill Cnst Mat Rate 10 TR 02-28-17 --- 1.19 0.98 0.69 -3.69 2.96 1.36
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 03-22-17 0.75 1.24 0.33 1.74 0.30 3.55 3.26
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 03-22-17 2.24 9.24 3.11 9.91 -6.29 -9.77 -4.78
Euronext BEL 20 PR EUR PR 03-23-17 -0.40 4.35 4.32 4.54 9.76 6.85 9.98
Euronext Paris CAC 40 NR EUR TR 03-23-17 -0.28 2.85 2.21 3.33 15.80 7.38 10.27
Euronext Paris CAC 40 PR EUR PR 03-23-17 -0.37 2.72 2.11 3.20 12.90 4.83 7.52
FSE DAX PR EUR PR 03-22-17 -0.88 3.33 -0.79 3.56 15.65 5.45 7.92
FSE DAX TR EUR TR 03-22-17 -0.88 3.68 -0.79 3.91 19.16 8.41 11.26
FTSE 100 PR GBP PR 03-23-17 -1.01 2.77 0.95 3.86 18.42 3.83 4.63
FTSE 100 TR GBP TR 03-23-17 -1.01 3.84 1.19 4.97 23.18 7.81 8.61
FTSE 250 PR GBP PR 03-23-17 -0.13 5.12 1.92 6.10 12.68 5.55 10.44
Hang Seng Hong Kong Composite PR HKD TR 03-23-17 0.00 11.75 1.43 14.02 18.79 3.72 3.27
Hang Seng HSI PR HKD PR 03-23-17 0.07 10.48 0.79 12.66 17.91 4.28 3.30
MSCI AC Far East Ex Japan PR USD PR 03-22-17 2.53 13.31 2.36 14.64 15.84 3.28 2.06
MSCI ACWI PR USD PR 03-22-17 -0.28 5.95 0.20 5.84 12.59 3.39 6.15
MSCI EAFE NR USD TR 03-22-17 1.00 6.46 1.84 7.13 10.93 1.16 5.72
MSCI EAFE PR LCL PR 03-22-17 -1.03 2.92 0.01 2.80 12.40 4.83 7.27
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 03-22-17 -0.47 3.85 0.66 4.32 12.72 3.81 6.28
MSCI EM Latin America PR USD PR 03-22-17 0.64 11.31 -2.78 16.80 20.58 -4.47 -8.65
MSCI EM PR LCL PR 03-22-17 1.29 8.07 0.68 10.29 12.97 4.58 2.63
MSCI EM PR USD PR 03-22-17 2.49 12.14 1.68 14.77 16.43 0.77 -1.46
MSCI Europe NR USD TR 03-22-17 1.49 6.38 2.99 7.78 9.39 -1.17 5.45
MSCI Europe PR LCL PR 03-22-17 -0.40 3.71 0.97 4.26 13.39 4.14 6.58
MSCI Hong Kong PR USD PR 03-22-17 1.65 12.62 2.37 12.79 14.05 5.28 5.16
MSCI Japan NR USD TR 03-23-17 -1.17 5.08 -0.60 3.79 14.82 7.94 7.19
MSCI Japan PR LCL PR 03-23-17 -2.81 0.09 -1.91 -1.76 11.15 8.99 11.71
MSCI North America NR USD TR 03-22-17 -1.47 5.13 -0.73 4.21 16.45 8.69 11.77
MSCI Pacific Ex Japan NR USD TR 03-22-17 0.05 9.62 -0.27 10.02 15.83 2.55 5.10
MSCI Pacific Ex Japan PR LCL PR 03-22-17 -0.74 4.54 -0.83 4.61 11.17 2.35 5.03
MSCI Pacific NR USD TR 03-22-17 0.22 6.60 -0.09 6.01 14.23 5.95 6.32
MSCI Pacific PR LCL PR 03-22-17 -2.11 1.55 -1.63 0.31 10.93 6.40 8.76
MSCI World ex USA NR USD TR 03-22-17 0.87 5.97 1.29 6.55 11.20 0.95 5.27
MSCI World Ex USA PR LCL PR 03-22-17 -1.05 2.67 -0.28 2.49 12.54 4.59 6.99
Nikkei 225 Average PR JPY PR 03-23-17 -2.58 -0.15 -1.48 -1.76 12.26 10.30 13.77
S&P BSE SENSEX India INR PR 03-23-17 -0.86 10.16 1.52 12.64 15.77 10.47 11.06
S&P/ASX All Ordinaries PR PR 03-23-17 -1.26 0.61 -1.35 1.39 10.56 2.43 5.70
S&P/TSX Composite PR PR 03-22-17 -1.11 0.40 -3.04 0.09 13.75 2.30 4.42
SIX SMI PR CHF PR 03-23-17 -0.45 4.97 0.69 4.81 9.30 1.34 6.70
SIX SMI TR CHF PR 03-23-17 -0.41 6.32 1.98 6.15 13.15 4.68 10.16
SSE Composite PR CNY PR 03-23-17 -0.62 4.67 -0.09 4.45 7.93 16.63 6.69
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 03-22-17 -0.56 5.28 -0.32 5.27 16.32 5.98 9.40
Con Tgt Risk TR USD TR 03-22-17 0.39 1.78 0.20 2.28 4.21 2.48 3.12
Mod Agg Tgt Risk TR USD TR 03-22-17 -0.38 4.59 -0.21 4.68 14.01 5.36 8.21
Mod Con Tgt Risk TR USD TR 03-22-17 0.12 2.73 0.06 3.09 7.55 3.74 5.09
Mod Tgt Risk TR USD TR 03-22-17 -0.15 3.63 -0.11 3.86 10.75 4.60 6.71
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 03-22-17 -0.11 2.47 -0.26 2.75 7.87 3.77 5.48
Lifetime Agg 2005 TR USD TR 03-22-17 -0.11 2.64 -0.26 2.92 8.39 4.00 5.92
Lifetime Agg 2010 TR USD TR 03-22-17 -0.13 2.88 -0.28 3.15 9.12 4.29 6.45
Lifetime Agg 2015 TR USD TR 03-22-17 -0.18 3.18 -0.30 3.42 10.09 4.61 7.10
Lifetime Agg 2020 TR USD TR 03-22-17 -0.27 3.56 -0.35 3.76 11.38 4.98 7.87
Lifetime Agg 2025 TR USD TR 03-22-17 -0.39 4.00 -0.41 4.13 12.93 5.35 8.62
Lifetime Agg 2030 TR USD TR 03-22-17 -0.50 4.40 -0.48 4.47 14.39 5.62 9.15
Lifetime Agg 2035 TR USD TR 03-22-17 -0.57 4.67 -0.51 4.71 15.35 5.72 9.35
Lifetime Agg 2040 TR USD TR 03-22-17 -0.57 4.79 -0.52 4.85 15.73 5.69 9.30
Lifetime Agg 2045 TR USD TR 03-22-17 -0.54 4.84 -0.51 4.92 15.79 5.59 9.18
Lifetime Agg 2050 TR USD TR 03-22-17 -0.50 4.88 -0.49 4.99 15.79 5.48 9.03
Lifetime Agg 2055 TR USD TR 03-22-17 -0.46 4.91 -0.48 5.07 15.78 5.37 8.89
Lifetime Agg Incm TR USD TR 03-22-17 -0.11 2.47 -0.26 2.75 7.88 3.75 5.39
Lifetime Con 2000 TR USD TR 03-22-17 0.25 1.55 -0.03 2.01 4.40 2.40 3.01
Lifetime Con 2005 TR USD TR 03-22-17 0.28 1.63 -0.02 2.11 4.59 2.60 3.32
Lifetime Con 2010 TR USD TR 03-22-17 0.31 1.79 -0.01 2.29 4.97 2.85 3.74
Lifetime Con 2015 TR USD TR 03-22-17 0.30 2.00 -0.01 2.51 5.56 3.15 4.25
Lifetime Con 2020 TR USD TR 03-22-17 0.28 2.25 -0.02 2.75 6.30 3.47 4.80
Lifetime Con 2025 TR USD TR 03-22-17 0.24 2.55 -0.04 3.03 7.23 3.81 5.46
Lifetime Con 2030 TR USD TR 03-22-17 0.15 2.94 -0.09 3.37 8.55 4.21 6.28
Lifetime Con 2035 TR USD TR 03-22-17 0.01 3.44 -0.16 3.79 10.28 4.64 7.16
Lifetime Con 2040 TR USD TR 03-22-17 -0.14 3.93 -0.24 4.20 12.04 4.99 7.85
Lifetime Con 2045 TR USD TR 03-22-17 -0.23 4.27 -0.29 4.51 13.26 5.16 8.15
Lifetime Con 2050 TR USD TR 03-22-17 -0.26 4.47 -0.30 4.69 13.91 5.19 8.22
Lifetime Con 2055 TR USD TR 03-22-17 -0.24 4.56 -0.30 4.81 14.14 5.15 8.15
Lifetime Con Incm TR USD TR 03-22-17 0.25 1.55 -0.03 2.01 4.40 2.38 2.94
Lifetime Mod 2000 TR USD TR 03-22-17 0.07 1.96 -0.18 2.35 6.04 3.06 4.28
Lifetime Mod 2005 TR USD TR 03-22-17 0.09 2.08 -0.17 2.48 6.38 3.28 4.64
Lifetime Mod 2010 TR USD TR 03-22-17 0.09 2.27 -0.17 2.68 6.91 3.54 5.09
Lifetime Mod 2015 TR USD TR 03-22-17 0.06 2.52 -0.19 2.91 7.65 3.83 5.64
Lifetime Mod 2020 TR USD TR 03-22-17 0.01 2.83 -0.21 3.19 8.63 4.18 6.33
Lifetime Mod 2025 TR USD TR 03-22-17 -0.09 3.24 -0.26 3.55 10.03 4.58 7.17
Lifetime Mod 2030 TR USD TR 03-22-17 -0.23 3.72 -0.34 3.96 11.76 5.00 8.01
Lifetime Mod 2035 TR USD TR 03-22-17 -0.36 4.18 -0.41 4.35 13.39 5.30 8.61
Lifetime Mod 2040 TR USD TR 03-22-17 -0.44 4.48 -0.45 4.62 14.49 5.44 8.86
Lifetime Mod 2045 TR USD TR 03-22-17 -0.45 4.63 -0.46 4.77 14.96 5.44 8.85
Lifetime Mod 2050 TR USD TR 03-22-17 -0.42 4.70 -0.45 4.86 15.08 5.36 8.75
Lifetime Mod 2055 TR USD TR 03-22-17 -0.39 4.75 -0.44 4.94 15.12 5.26 8.62
Lifetime Mod Incm TR USD TR 03-22-17 0.07 1.96 -0.18 2.35 6.05 3.05 4.20
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 03-22-17 0.20 -7.01 -4.53 -5.56 -9.70 -5.88 -5.73
Lng/Shrt Cmdty TR TR 03-22-17 0.10 -8.69 -4.37 -7.53 -12.48 -5.45 -5.82
Lng-Only Cmdty TR TR 03-22-17 -0.06 -5.67 -4.57 -3.94 3.63 -17.36 -10.68
Shrt/Flt Cmdty TR TR 03-22-17 0.33 -1.32 -0.01 -1.57 -2.36 0.65 -0.02
Shrt-Only Cmdty TR TR 03-22-17 0.20 6.08 4.42 4.19 -7.63 15.24 6.99
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