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 07-21-17 0.57 11.43 1.76 5.64 16.89 9.85 15.03
Style
US Core TR 07-21-17 0.26 11.89 1.45 4.97 18.06 10.64 16.07
US Growth TR 07-21-17 1.20 19.13 2.39 8.98 19.40 11.22 15.21
US Large Cap TR 07-21-17 0.60 12.29 1.55 6.19 17.18 10.17 14.91
US Large Core TR 07-21-17 0.21 13.27 1.19 5.75 19.73 11.43 16.46
US Large Growth TR 07-21-17 1.35 20.56 2.44 9.53 20.32 11.95 15.60
US Large Val TR 07-21-17 0.15 3.70 0.91 3.17 11.55 7.08 12.73
US Mid Cap TR 07-21-17 0.43 10.12 2.09 4.36 15.60 9.10 15.73
US Mid Core TR 07-21-17 0.32 10.06 2.01 3.33 13.31 8.82 15.45
US Mid Growth TR 07-21-17 0.69 15.63 2.09 7.08 15.91 8.97 14.09
US Mid Val TR 07-21-17 0.25 4.87 2.18 2.78 17.66 9.47 17.72
US Small Cap TR 07-21-17 0.73 6.68 2.98 3.71 17.64 8.55 14.33
US Small Core TR 07-21-17 0.65 4.82 2.32 2.54 16.54 8.35 14.49
US Small Growth TR 07-21-17 0.94 14.50 2.75 8.64 19.83 9.75 14.17
US Small Val TR 07-21-17 0.58 1.04 3.96 0.05 16.24 7.49 14.24
US Value TR 07-21-17 0.20 3.75 1.37 2.87 13.11 7.60 13.85
Sector
US Cyclcl Sup Sec TR 07-21-17 0.40 9.97 2.28 5.33 20.98 10.87 16.55
US Basic Materials TR 07-21-17 0.24 12.67 3.82 5.58 17.61 6.04 11.27
US Consumr Cyclcl TR 07-21-17 0.86 13.28 1.49 4.25 15.01 11.32 17.09
US Financial Services TR 07-21-17 0.04 8.29 3.06 7.40 33.76 12.47 19.31
US Real Estate TR 07-21-17 0.70 4.87 0.11 0.05 -1.56 7.51 9.02
US Dfnsve Sup Sec TR 07-21-17 1.21 14.01 0.46 6.39 7.52 11.18 15.32
US Consumr Dfnsve TR 07-21-17 0.87 7.40 -0.93 1.22 2.90 10.19 12.83
US Healthcare TR 07-21-17 1.07 18.95 1.48 10.29 10.68 11.78 18.44
US Utilities TR 07-21-17 2.74 11.50 -0.34 4.06 6.58 11.54 11.61
US Snstve Sup Sec TR 07-21-17 0.32 11.15 2.14 5.47 20.09 8.30 13.86
US Commun Svc Capped TR 07-21-17 1.03 2.04 -0.14 -1.05 7.17 8.73 13.95
US Energy Capped TR 07-21-17 -0.43 -13.33 2.31 -3.87 -3.38 -11.66 0.69
US Industrials TR 07-21-17 -0.62 10.44 1.50 4.99 18.77 10.14 16.70
US Technology TR 07-21-17 0.96 23.17 3.00 9.88 33.83 15.84 17.96
Moat
Morningstar Wide Moat Focus TR 07-21-17 0.49 15.06 1.71 6.32 18.90 11.18 16.70
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 07-21-17 -0.22 10.67 0.92 5.69 19.52 10.92 13.79
NASDAQ Composite PR PR 07-21-17 1.19 18.66 2.47 8.07 25.89 13.02 16.91
NYSE Composite PR --- 07-21-17 0.23 7.85 1.95 4.70 10.84 2.86 8.97
Russell 2000 TR TR 07-21-17 0.50 6.55 2.73 4.40 20.94 9.31 14.23
S&P 500 TR TR 07-21-17 0.56 11.67 1.65 5.81 16.60 10.10 15.08
S&P MidCap 400 TR 07-21-17 0.50 7.70 2.36 3.69 16.86 9.76 15.32
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 07-21-17 0.55 3.01 0.13 1.17 0.22 2.90 2.24
US Inter Core Bd TR Bond TR 07-21-17 0.37 2.36 0.17 0.80 0.52 2.83 2.34
US Lng Core Bd TR Bond TR 07-21-17 1.35 6.22 -0.07 2.72 -0.84 4.80 3.33
US Shrt Core Bd TR Bond TR 07-21-17 0.13 1.25 0.26 0.38 0.71 1.29 1.12
Corporate
US Corp Bd TR Bond TR 07-21-17 0.76 4.86 0.50 2.29 2.42 3.79 3.67
US Inter Corp Bd TR Bond TR 07-21-17 0.43 4.05 0.51 1.57 2.41 3.46 3.68
US Lng Corp Bd TR Bond TR 07-21-17 1.32 7.15 0.56 3.66 2.79 5.13 4.66
US Shrt Corp Bd TR Bond TR 07-21-17 0.16 2.09 0.40 0.78 1.83 1.97 2.21
Government
US Gov Bd TR Bond TR 07-21-17 0.53 2.42 -0.14 0.67 -1.58 2.16 1.18
US Inter Gov Bd TR Bond TR 07-21-17 0.36 2.23 0.05 0.48 -0.93 2.23 1.27
US Lng Gov Bd TR Bond TR 07-21-17 1.38 5.14 -0.82 1.64 -4.89 4.60 2.07
US Shrt Gov Bd TR Bond TR 07-21-17 0.11 0.85 0.19 0.18 0.17 0.96 0.72
Other
Mortgage TR Bond TR 07-21-17 0.36 2.01 0.14 0.74 0.67 2.89 2.48
US TIPS TR TR 07-21-17 0.42 1.37 0.06 -0.31 -0.25 0.71 0.05
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 07-21-17 0.56 2.93 0.14 1.16 0.16 2.68 2.07
BBgBarc US Government TR TR 07-21-17 0.54 2.35 -0.11 0.70 -1.48 2.12 1.19
BBgBarc US MBS TR TR 07-21-17 0.34 1.86 0.10 0.64 0.46 2.41 1.94
BofAML US HY Master II TR TR 07-21-17 0.59 5.88 1.25 2.62 10.58 5.03 6.84
USTREAS T-Bill Auction Ave 3 --- 06-30-17 --- 0.39 0.08 0.23 0.58 0.26 0.18
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-17 --- 2.41 -0.70 1.36 -5.27 2.69 0.92
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 07-21-17 0.70 4.46 0.33 1.72 0.58 3.59 3.18
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 07-21-17 0.55 14.67 -0.27 3.33 2.05 -10.55 -3.94
Euronext BEL 20 PR EUR PR 07-21-17 -0.49 7.68 0.35 3.00 13.26 7.53 11.54
Euronext Paris CAC 40 NR EUR TR 07-21-17 -2.25 7.25 -2.93 2.81 19.60 8.48 12.58
Euronext Paris CAC 40 PR EUR PR 07-21-17 -2.25 5.25 -2.97 1.16 16.94 5.94 9.89
FSE DAX PR EUR PR 07-21-17 -3.10 3.81 -4.18 -0.39 17.35 5.47 9.86
FSE DAX TR EUR TR 07-21-17 -3.10 6.61 -4.18 1.59 20.52 8.39 13.05
FTSE 100 PR GBP PR 07-21-17 1.01 4.34 0.07 4.76 11.24 3.47 5.69
FTSE 100 TR GBP TR 07-21-17 1.01 6.71 0.14 5.72 15.68 7.48 9.71
FTSE 250 PR GBP PR 07-21-17 1.77 9.26 0.35 2.03 15.86 8.45 12.08
Hang Seng Hong Kong Composite PR HKD TR 07-21-17 1.37 22.59 4.87 11.01 23.94 4.48 6.72
Hang Seng HSI PR HKD PR 07-21-17 1.20 21.39 3.94 11.08 21.39 4.52 6.34
MSCI AC Far East Ex Japan PR USD PR 07-21-17 1.33 26.51 4.08 11.96 24.08 3.45 6.01
MSCI ACWI PR USD PR 07-21-17 0.63 13.02 2.39 6.77 15.60 3.62 8.91
MSCI EAFE NR USD TR 07-21-17 0.47 16.51 2.47 9.22 19.47 2.37 9.42
MSCI EAFE PR LCL PR 07-21-17 -0.64 6.66 -0.52 4.06 14.69 4.72 9.68
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 07-21-17 -0.88 6.96 -0.97 2.71 13.03 3.96 7.98
MSCI EM Latin America PR USD PR 07-21-17 0.90 17.00 10.42 5.22 14.41 -8.16 -5.05
MSCI EM PR LCL PR 07-21-17 0.76 17.92 4.14 9.39 18.92 4.32 5.86
MSCI EM PR USD PR 07-21-17 1.25 22.95 5.34 10.23 21.70 -0.10 2.50
MSCI Europe NR USD TR 07-21-17 0.01 18.10 2.36 10.83 21.35 1.31 9.62
MSCI Europe PR LCL PR 07-21-17 -1.06 6.70 -1.53 2.97 14.20 4.45 8.42
MSCI Hong Kong PR USD PR 07-21-17 0.93 21.82 2.00 7.83 15.12 4.63 7.94
MSCI Japan NR USD TR 07-21-17 1.49 12.16 1.46 6.82 16.86 6.23 10.73
MSCI Japan PR LCL PR 07-21-17 0.14 5.84 0.95 8.64 19.87 7.63 16.53
MSCI North America NR USD TR 07-21-17 0.61 11.23 1.89 5.61 15.71 8.47 13.58
MSCI Pacific Ex Japan NR USD TR 07-21-17 0.98 17.14 5.15 5.74 16.78 1.73 6.55
MSCI Pacific Ex Japan PR LCL PR 07-21-17 0.10 8.32 1.95 1.36 8.98 1.66 6.11
MSCI Pacific NR USD TR 07-21-17 1.32 13.82 2.69 6.45 16.82 4.58 9.16
MSCI Pacific PR LCL PR 07-21-17 0.13 6.70 1.29 6.08 16.14 5.34 12.25
MSCI World ex USA NR USD TR 07-21-17 0.53 15.67 2.84 8.91 18.83 1.89 8.85
MSCI World Ex USA PR LCL PR 07-21-17 -0.58 5.98 -0.43 3.48 13.89 4.26 9.28
Nikkei 225 Average PR JPY PR 07-21-17 -0.09 5.16 -0.19 7.94 19.57 9.72 18.31
S&P BSE SENSEX India INR PR 07-21-17 0.03 20.29 2.38 9.07 15.58 7.59 13.30
S&P/ASX All Ordinaries PR PR 07-21-17 -0.65 0.91 1.19 -1.94 3.27 1.44 6.41
S&P/TSX Composite PR PR 07-21-17 0.05 -0.68 0.23 -2.76 4.24 -0.15 5.49
SIX SMI PR CHF PR 07-21-17 -1.06 8.74 -0.52 4.50 9.24 1.64 7.30
SIX SMI TR CHF PR 07-21-17 -1.05 12.22 -0.51 5.19 12.84 5.03 10.76
SSE Composite PR CNY PR 07-21-17 0.48 4.33 2.59 2.04 6.55 16.37 8.35
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 07-21-17 0.66 12.54 2.44 6.28 17.16 6.47 11.70
Con Tgt Risk TR USD TR 07-21-17 0.50 4.66 0.71 2.04 3.61 2.55 3.38
Mod Agg Tgt Risk TR USD TR 07-21-17 0.63 10.98 2.10 5.44 14.36 5.77 10.11
Mod Con Tgt Risk TR USD TR 07-21-17 0.52 6.72 1.13 3.15 7.15 3.90 5.85
Mod Tgt Risk TR USD TR 07-21-17 0.58 8.70 1.60 4.18 10.57 4.84 7.98
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 07-21-17 0.49 6.09 1.25 2.85 7.22 3.71 6.21
Lifetime Agg 2005 TR USD TR 07-21-17 0.53 6.58 1.30 3.11 7.75 3.98 6.77
Lifetime Agg 2010 TR USD TR 07-21-17 0.60 7.26 1.40 3.48 8.58 4.32 7.48
Lifetime Agg 2015 TR USD TR 07-21-17 0.65 8.05 1.55 3.91 9.69 4.70 8.36
Lifetime Agg 2020 TR USD TR 07-21-17 0.68 8.98 1.74 4.42 11.18 5.15 9.41
Lifetime Agg 2025 TR USD TR 07-21-17 0.70 10.00 1.98 4.99 12.99 5.60 10.45
Lifetime Agg 2030 TR USD TR 07-21-17 0.69 10.92 2.22 5.50 14.72 5.96 11.19
Lifetime Agg 2035 TR USD TR 07-21-17 0.69 11.54 2.42 5.85 15.90 6.14 11.52
Lifetime Agg 2040 TR USD TR 07-21-17 0.69 11.83 2.53 6.01 16.40 6.14 11.54
Lifetime Agg 2045 TR USD TR 07-21-17 0.70 11.96 2.58 6.08 16.52 6.06 11.45
Lifetime Agg 2050 TR USD TR 07-21-17 0.70 12.06 2.63 6.12 16.58 5.95 11.34
Lifetime Agg 2055 TR USD TR 07-21-17 0.71 12.15 2.67 6.17 16.63 5.84 11.22
Lifetime Agg Incm TR USD TR 07-21-17 0.49 6.09 1.25 2.85 7.22 3.72 6.10
Lifetime Con 2000 TR USD TR 07-21-17 0.43 3.87 0.79 1.59 3.39 2.21 3.07
Lifetime Con 2005 TR USD TR 07-21-17 0.48 4.20 0.79 1.77 3.52 2.42 3.42
Lifetime Con 2010 TR USD TR 07-21-17 0.57 4.74 0.83 2.06 3.91 2.71 3.94
Lifetime Con 2015 TR USD TR 07-21-17 0.65 5.39 0.90 2.41 4.55 3.06 4.58
Lifetime Con 2020 TR USD TR 07-21-17 0.72 6.10 1.00 2.80 5.37 3.44 5.30
Lifetime Con 2025 TR USD TR 07-21-17 0.77 6.89 1.14 3.23 6.43 3.84 6.20
Lifetime Con 2030 TR USD TR 07-21-17 0.79 7.84 1.34 3.76 7.94 4.30 7.35
Lifetime Con 2035 TR USD TR 07-21-17 0.79 8.96 1.60 4.37 9.95 4.82 8.56
Lifetime Con 2040 TR USD TR 07-21-17 0.78 10.04 1.89 4.97 12.03 5.27 9.52
Lifetime Con 2045 TR USD TR 07-21-17 0.77 10.81 2.12 5.40 13.50 5.53 9.98
Lifetime Con 2050 TR USD TR 07-21-17 0.77 11.23 2.25 5.63 14.27 5.60 10.13
Lifetime Con 2055 TR USD TR 07-21-17 0.78 11.46 2.33 5.75 14.57 5.57 10.13
Lifetime Con Incm TR USD TR 07-21-17 0.43 3.87 0.79 1.59 3.39 2.21 3.02
Lifetime Mod 2000 TR USD TR 07-21-17 0.46 4.90 1.02 2.18 5.20 2.93 4.67
Lifetime Mod 2005 TR USD TR 07-21-17 0.51 5.30 1.05 2.39 5.52 3.16 5.10
Lifetime Mod 2010 TR USD TR 07-21-17 0.59 5.89 1.12 2.71 6.10 3.46 5.69
Lifetime Mod 2015 TR USD TR 07-21-17 0.65 6.58 1.22 3.09 6.92 3.81 6.42
Lifetime Mod 2020 TR USD TR 07-21-17 0.70 7.38 1.36 3.53 8.04 4.22 7.35
Lifetime Mod 2025 TR USD TR 07-21-17 0.73 8.36 1.57 4.07 9.64 4.69 8.51
Lifetime Mod 2030 TR USD TR 07-21-17 0.74 9.48 1.84 4.69 11.66 5.20 9.67
Lifetime Mod 2035 TR USD TR 07-21-17 0.73 10.50 2.11 5.25 13.60 5.61 10.51
Lifetime Mod 2040 TR USD TR 07-21-17 0.72 11.19 2.32 5.64 14.93 5.83 10.91
Lifetime Mod 2045 TR USD TR 07-21-17 0.72 11.54 2.44 5.83 15.53 5.86 10.98
Lifetime Mod 2050 TR USD TR 07-21-17 0.72 11.70 2.50 5.92 15.72 5.79 10.92
Lifetime Mod 2055 TR USD TR 07-21-17 0.73 11.82 2.55 5.97 15.81 5.70 10.83
Lifetime Mod Incm TR USD TR 07-21-17 0.46 4.90 1.02 2.18 5.20 2.93 4.59
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 07-21-17 0.12 -7.02 0.33 -0.40 -10.25 -5.34 -5.25
Lng/Shrt Cmdty TR TR 07-21-17 -0.58 -8.80 -2.16 -1.78 -11.39 -5.36 -4.17
Lng-Only Cmdty TR TR 07-21-17 0.56 -8.00 5.62 -2.39 -3.83 -17.17 -11.85
Shrt/Flt Cmdty TR TR 07-20-17 -2.56 -0.28 -5.51 1.20 0.49 0.62 1.29
Shrt-Only Cmdty TR TR 07-21-17 -0.39 8.85 -5.69 2.49 0.98 15.36 9.16
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