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 09-18-17 0.79 13.17 3.66 3.39 19.47 9.61 13.71
Style
US Core TR 09-18-17 0.52 13.80 3.52 3.12 20.04 10.44 14.98
US Growth TR 09-18-17 0.14 20.39 3.69 4.30 21.78 10.39 13.67
US Large Cap TR 09-18-17 0.69 14.47 3.41 3.81 20.24 10.04 13.72
US Large Core TR 09-18-17 0.28 15.69 3.22 3.61 21.56 11.30 15.50
US Large Growth TR 09-18-17 0.00 21.87 3.35 4.53 22.84 11.14 14.09
US Large Val TR 09-18-17 1.88 6.52 3.65 3.20 16.50 7.65 11.66
US Mid Cap TR 09-18-17 0.85 10.90 3.96 2.25 17.61 8.58 14.11
US Mid Core TR 09-18-17 0.95 11.20 4.16 2.33 16.76 8.58 14.16
US Mid Growth TR 09-18-17 0.20 16.80 4.11 3.36 18.99 8.01 12.49
US Mid Val TR 09-18-17 1.46 4.86 3.56 0.92 16.88 9.06 15.73
US Small Cap TR 09-18-17 1.67 6.78 5.45 2.34 16.84 7.99 12.49
US Small Core TR 09-18-17 1.60 4.22 4.56 0.53 15.51 7.68 12.63
US Small Growth TR 09-18-17 1.48 15.40 6.29 4.45 18.59 9.13 12.42
US Small Val TR 09-18-17 1.98 1.12 5.52 2.07 16.10 7.08 12.34
US Value TR 09-18-17 1.80 5.81 3.76 2.67 16.59 7.92 12.54
Sector
US Cyclcl Sup Sec TR 09-18-17 1.28 10.75 3.23 2.62 22.64 10.18 14.55
US Basic Materials TR 09-18-17 1.50 14.10 6.06 4.88 24.34 5.73 9.63
US Consumr Cyclcl TR 09-18-17 0.62 12.46 3.59 0.76 16.86 10.36 14.85
US Financial Services TR 09-18-17 2.21 10.00 2.46 3.99 31.84 11.38 16.94
US Real Estate TR 09-18-17 -0.85 5.82 2.97 0.67 5.16 8.84 8.41
US Dfnsve Sup Sec TR 09-18-17 -0.33 15.96 3.72 3.44 13.14 10.32 15.04
US Consumr Dfnsve TR 09-18-17 0.18 7.67 0.55 -1.09 7.29 9.54 12.27
US Healthcare TR 09-18-17 -0.20 21.75 6.39 6.79 16.41 10.24 17.79
US Utilities TR 09-18-17 -2.12 14.25 0.37 1.01 14.54 12.68 12.96
US Snstve Sup Sec TR 09-18-17 1.08 13.57 3.99 4.03 21.17 8.76 12.42
US Commun Svc Capped TR 09-18-17 1.02 2.75 -1.42 -1.66 10.42 8.46 12.09
US Energy Capped TR 09-18-17 3.35 -10.77 7.92 1.53 0.56 -9.37 -0.46
US Industrials TR 09-18-17 1.85 12.80 4.53 2.31 24.13 10.53 15.65
US Technology TR 09-18-17 0.10 25.79 3.80 6.81 29.26 15.16 16.10
Moat
Morningstar Wide Moat Focus TR 09-18-17 0.31 16.01 4.98 3.40 21.61 10.35 14.65
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 09-18-17 1.28 15.07 3.27 5.07 26.31 11.74 13.29
NASDAQ Composite PR PR 09-18-17 0.35 19.91 3.83 4.92 23.07 12.01 15.23
NYSE Composite PR --- 09-18-17 0.84 9.54 3.52 2.88 14.99 3.19 7.63
Russell 2000 TR TR 09-18-17 1.90 7.15 6.25 2.77 19.28 9.04 12.51
S&P 500 TR TR 09-18-17 0.69 13.50 3.40 3.43 19.49 9.87 13.79
S&P MidCap 400 TR 09-18-17 1.39 7.28 4.29 0.89 17.68 8.99 13.53
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 09-18-17 -0.26 3.41 0.09 0.59 0.82 3.14 2.38
US Inter Core Bd TR Bond TR 09-18-17 -0.26 2.83 0.09 0.59 0.75 3.05 2.37
US Lng Core Bd TR Bond TR 09-18-17 -0.39 6.68 0.19 0.78 0.88 5.33 3.92
US Shrt Core Bd TR Bond TR 09-18-17 -0.15 1.45 -0.01 0.42 0.87 1.35 1.11
Corporate
US Corp Bd TR Bond TR 09-18-17 -0.09 5.18 0.26 0.94 2.98 4.10 3.61
US Inter Corp Bd TR Bond TR 09-18-17 -0.26 4.45 0.11 0.83 2.45 3.69 3.42
US Lng Corp Bd TR Bond TR 09-18-17 0.01 7.45 0.45 1.19 3.94 5.62 4.79
US Shrt Corp Bd TR Bond TR 09-18-17 -0.12 2.37 0.07 0.66 1.89 2.07 2.04
Government
US Gov Bd TR Bond TR 09-18-17 -0.45 2.75 -0.09 0.28 -0.67 2.38 1.49
US Inter Gov Bd TR Bond TR 09-18-17 -0.49 2.50 -0.15 0.21 -0.34 2.47 1.40
US Lng Gov Bd TR Bond TR 09-18-17 -0.87 5.77 -0.13 0.28 -2.59 5.18 3.09
US Shrt Gov Bd TR Bond TR 09-18-17 -0.17 1.01 -0.05 0.30 0.37 1.00 0.76
Other
Mortgage TR Bond TR 09-18-17 -0.16 2.58 0.18 0.69 0.78 3.10 2.52
US TIPS TR TR 09-18-17 -0.28 2.61 0.70 1.37 1.27 2.02 0.24
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 09-18-17 -0.32 3.29 0.08 0.59 0.80 2.92 2.22
BBgBarc US Government TR TR 09-18-17 -0.50 2.63 -0.09 0.29 -0.61 2.32 1.47
BBgBarc US MBS TR TR 09-18-17 -0.17 2.39 0.18 0.63 0.55 2.63 2.01
BofAML US HY Master II TR TR 09-18-17 0.24 6.61 1.19 1.58 10.05 5.32 6.15
USTREAS T-Bill Auction Ave 3 --- 08-31-17 --- 0.57 0.09 0.26 0.71 0.32 0.22
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-17 --- 4.54 1.80 1.37 -2.73 2.71 1.10
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 09-18-17 -0.32 5.13 0.23 1.04 1.51 3.50 3.29
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 09-18-17 0.06 18.78 3.09 2.02 7.48 -8.68 -3.58
Euronext BEL 20 PR EUR PR 09-19-17 -0.55 10.17 1.23 0.96 12.35 7.25 10.13
Euronext Paris CAC 40 NR EUR TR 09-19-17 0.55 9.77 2.41 -1.28 21.91 8.02 10.81
Euronext Paris CAC 40 PR EUR PR 09-19-17 0.55 7.72 2.41 -1.38 19.19 5.49 8.20
FSE DAX PR EUR PR 09-18-17 0.67 6.52 3.24 -1.52 19.01 5.70 8.19
FSE DAX TR EUR TR 09-19-17 0.30 9.41 3.26 -2.54 21.09 8.63 11.19
FTSE 100 PR GBP PR 09-19-17 -1.70 1.85 -0.67 -3.30 6.78 2.09 4.32
FTSE 100 TR GBP TR 09-19-17 -1.70 5.16 -0.53 -2.31 11.10 6.09 8.30
FTSE 250 PR GBP PR 09-19-17 -0.66 8.07 -0.46 -1.70 9.20 7.20 10.28
Hang Seng Hong Kong Composite PR HKD TR 09-19-17 1.19 30.22 5.52 10.71 22.73 5.44 6.83
Hang Seng HSI PR HKD PR 09-19-17 0.42 27.68 3.86 8.36 19.28 4.94 6.15
MSCI AC Far East Ex Japan PR USD PR 09-18-17 1.90 32.58 5.21 10.00 26.15 5.17 5.61
MSCI ACWI PR USD PR 09-18-17 0.53 15.29 3.34 4.33 18.28 4.28 7.59
MSCI EAFE NR USD TR 09-18-17 0.07 19.30 2.73 4.36 21.34 3.84 7.72
MSCI EAFE PR LCL PR 09-18-17 0.34 7.12 1.51 0.03 16.15 4.04 8.48
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 09-18-17 -0.05 7.43 1.21 -0.66 14.12 3.46 6.68
MSCI EM Latin America PR USD PR 09-18-17 0.29 27.92 7.03 18.16 30.16 -4.48 -4.49
MSCI EM PR LCL PR 09-18-17 1.67 23.70 4.37 10.23 22.60 5.41 5.66
MSCI EM PR USD PR 09-18-17 1.25 29.07 5.04 10.95 25.69 1.75 2.02
MSCI Europe NR USD TR 09-18-17 0.41 22.11 3.88 5.26 24.57 2.91 7.51
MSCI Europe PR LCL PR 09-18-17 -0.11 7.25 1.31 -0.95 15.04 3.74 7.03
MSCI Hong Kong PR USD PR 09-18-17 0.44 27.10 4.01 6.59 15.39 5.90 7.28
MSCI Japan NR USD TR 09-19-17 1.10 14.43 1.95 3.57 16.23 7.61 10.07
MSCI Japan PR LCL PR 09-19-17 2.54 8.29 4.43 3.61 24.96 6.53 16.00
MSCI North America NR USD TR 09-18-17 0.71 13.07 3.55 3.64 18.62 8.33 12.26
MSCI Pacific Ex Japan NR USD TR 09-18-17 -0.05 19.96 1.93 5.74 20.56 3.71 5.62
MSCI Pacific Ex Japan PR LCL PR 09-18-17 0.31 9.14 0.68 1.49 11.70 2.46 5.27
MSCI Pacific NR USD TR 09-18-17 -0.54 14.80 0.65 3.03 16.55 5.92 8.28
MSCI Pacific PR LCL PR 09-18-17 1.18 7.28 1.87 2.04 18.90 4.82 11.46
MSCI World ex USA NR USD TR 09-18-17 0.14 18.50 2.95 4.79 20.98 3.28 7.16
MSCI World Ex USA PR LCL PR 09-18-17 0.44 6.42 1.54 0.06 15.24 3.59 8.06
Nikkei 225 Average PR JPY PR 09-19-17 2.64 6.20 4.26 1.15 22.88 7.54 17.07
S&P BSE SENSEX India INR PR 09-19-17 0.76 21.69 2.78 3.48 13.16 6.15 11.87
S&P/ASX All Ordinaries PR PR 09-19-17 -0.59 0.93 -0.45 -1.08 7.02 2.01 5.39
S&P/TSX Composite PR PR 09-18-17 1.31 -0.33 1.90 0.29 5.44 -0.50 4.17
SIX SMI PR CHF PR 09-19-17 0.44 10.62 2.47 0.70 10.95 0.95 6.71
SIX SMI TR CHF PR 09-19-17 0.44 14.16 2.47 0.71 14.60 4.28 10.14
SSE Composite PR CNY PR 09-19-17 -0.67 8.16 2.70 6.76 10.93 12.95 10.18
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 09-18-17 0.66 14.80 3.60 4.28 19.48 7.03 10.46
Con Tgt Risk TR USD TR 09-18-17 -0.08 5.59 0.88 1.53 4.49 3.12 3.19
Mod Agg Tgt Risk TR USD TR 09-18-17 0.52 12.99 3.05 3.76 16.46 6.33 9.08
Mod Con Tgt Risk TR USD TR 09-18-17 0.16 7.97 1.63 2.23 8.37 4.44 5.38
Mod Tgt Risk TR USD TR 09-18-17 0.32 10.34 2.33 2.99 12.29 5.40 7.25
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 09-18-17 0.18 7.43 1.85 2.36 8.79 4.24 5.66
Lifetime Agg 2005 TR USD TR 09-18-17 0.19 7.98 1.94 2.47 9.42 4.51 6.16
Lifetime Agg 2010 TR USD TR 09-18-17 0.21 8.77 2.11 2.67 10.39 4.85 6.79
Lifetime Agg 2015 TR USD TR 09-18-17 0.26 9.67 2.33 2.91 11.64 5.23 7.56
Lifetime Agg 2020 TR USD TR 09-18-17 0.33 10.74 2.61 3.20 13.28 5.66 8.46
Lifetime Agg 2025 TR USD TR 09-18-17 0.43 11.92 2.94 3.55 15.25 6.10 9.36
Lifetime Agg 2030 TR USD TR 09-18-17 0.53 13.00 3.28 3.89 17.12 6.46 10.01
Lifetime Agg 2035 TR USD TR 09-18-17 0.61 13.75 3.52 4.16 18.39 6.66 10.29
Lifetime Agg 2040 TR USD TR 09-18-17 0.65 14.12 3.64 4.31 18.93 6.69 10.31
Lifetime Agg 2045 TR USD TR 09-18-17 0.65 14.28 3.68 4.39 19.07 6.64 10.22
Lifetime Agg 2050 TR USD TR 09-18-17 0.65 14.41 3.70 4.45 19.14 6.56 10.11
Lifetime Agg 2055 TR USD TR 09-18-17 0.66 14.54 3.71 4.52 19.19 6.48 10.00
Lifetime Agg Incm TR USD TR 09-18-17 0.18 7.43 1.85 2.36 8.79 4.25 5.57
Lifetime Con 2000 TR USD TR 09-18-17 -0.04 4.86 1.01 1.61 4.44 2.85 2.89
Lifetime Con 2005 TR USD TR 09-18-17 -0.06 5.24 1.05 1.68 4.66 3.07 3.22
Lifetime Con 2010 TR USD TR 09-18-17 -0.07 5.86 1.14 1.81 5.18 3.38 3.71
Lifetime Con 2015 TR USD TR 09-18-17 -0.06 6.59 1.28 1.97 5.94 3.73 4.29
Lifetime Con 2020 TR USD TR 09-18-17 -0.03 7.38 1.45 2.16 6.89 4.10 4.94
Lifetime Con 2025 TR USD TR 09-18-17 0.02 8.26 1.65 2.37 8.06 4.49 5.72
Lifetime Con 2030 TR USD TR 09-18-17 0.10 9.33 1.92 2.64 9.70 4.92 6.69
Lifetime Con 2035 TR USD TR 09-18-17 0.22 10.60 2.29 3.00 11.86 5.41 7.73
Lifetime Con 2040 TR USD TR 09-18-17 0.35 11.86 2.69 3.40 14.08 5.85 8.56
Lifetime Con 2045 TR USD TR 09-18-17 0.45 12.78 3.01 3.73 15.67 6.13 8.97
Lifetime Con 2050 TR USD TR 09-18-17 0.50 13.30 3.17 3.91 16.51 6.23 9.10
Lifetime Con 2055 TR USD TR 09-18-17 0.52 13.58 3.25 4.03 16.85 6.23 9.09
Lifetime Con Incm TR USD TR 09-18-17 -0.04 4.86 1.01 1.61 4.44 2.85 2.84
Lifetime Mod 2000 TR USD TR 09-18-17 0.07 6.07 1.45 1.99 6.56 3.51 4.29
Lifetime Mod 2005 TR USD TR 09-18-17 0.06 6.53 1.51 2.08 6.96 3.75 4.70
Lifetime Mod 2010 TR USD TR 09-18-17 0.07 7.20 1.64 2.24 7.67 4.06 5.23
Lifetime Mod 2015 TR USD TR 09-18-17 0.09 7.99 1.81 2.43 8.63 4.41 5.88
Lifetime Mod 2020 TR USD TR 09-18-17 0.14 8.90 2.02 2.66 9.88 4.80 6.69
Lifetime Mod 2025 TR USD TR 09-18-17 0.22 10.02 2.32 2.96 11.63 5.26 7.68
Lifetime Mod 2030 TR USD TR 09-18-17 0.34 11.31 2.69 3.34 13.81 5.74 8.67
Lifetime Mod 2035 TR USD TR 09-18-17 0.46 12.49 3.07 3.72 15.90 6.15 9.41
Lifetime Mod 2040 TR USD TR 09-18-17 0.55 13.32 3.35 4.01 17.34 6.38 9.76
Lifetime Mod 2045 TR USD TR 09-18-17 0.59 13.76 3.49 4.18 17.99 6.45 9.82
Lifetime Mod 2050 TR USD TR 09-18-17 0.60 13.96 3.53 4.27 18.19 6.41 9.76
Lifetime Mod 2055 TR USD TR 09-18-17 0.61 14.12 3.56 4.34 18.31 6.34 9.67
Lifetime Mod Incm TR USD TR 09-18-17 0.07 6.07 1.45 1.99 6.56 3.51 4.22
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 09-18-17 -0.15 -6.42 1.51 0.74 -8.82 -4.10 -4.88
Lng/Shrt Cmdty TR TR 09-18-17 -0.32 -7.67 0.49 -0.29 -9.94 -4.79 -3.43
Lng-Only Cmdty TR TR 09-18-17 1.04 -4.32 4.04 6.64 1.61 -13.98 -11.33
Shrt/Flt Cmdty TR TR 09-18-17 -1.44 -2.85 -2.68 -6.35 -2.75 -1.19 1.13
Shrt-Only Cmdty TR TR 09-18-17 -1.51 3.80 -4.15 -7.15 -4.72 10.83 8.74
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