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 08-22-16 -0.29 8.46 0.69 7.26 12.20 11.46 16.56
Style
US Core TR 08-22-16 -0.23 10.22 1.39 8.55 13.43 11.98 17.82
US Growth TR 08-22-16 -0.52 4.07 0.56 6.29 8.14 12.35 16.61
US Large Cap TR 08-22-16 -0.32 7.57 0.56 6.76 12.90 11.86 16.49
US Large Core TR 08-22-16 -0.23 9.67 1.60 8.49 14.44 12.14 18.01
US Large Growth TR 08-22-16 -0.55 3.04 0.56 5.63 9.06 13.69 17.26
US Large Val TR 08-22-16 -0.20 10.46 -0.56 6.11 15.53 9.64 14.27
US Mid Cap TR 08-22-16 -0.17 10.49 0.71 7.90 10.25 10.98 16.94
US Mid Core TR 08-22-16 -0.28 10.50 0.43 7.84 10.41 12.31 17.87
US Mid Growth TR 08-22-16 -0.34 7.02 0.05 7.10 5.13 9.09 14.59
US Mid Val TR 08-22-16 0.14 14.04 1.69 8.82 15.47 11.59 18.39
US Small Cap TR 08-22-16 -0.23 12.16 2.05 10.73 10.52 8.61 16.02
US Small Core TR 08-22-16 0.03 14.43 2.07 11.05 12.22 9.50 15.90
US Small Growth TR 08-22-16 -0.71 7.76 1.90 11.75 6.48 7.51 15.58
US Small Val TR 08-22-16 -0.03 14.31 2.19 9.38 12.90 8.80 16.61
US Value TR 08-22-16 -0.12 11.42 0.08 6.87 15.34 9.98 15.28
Sector
US Cyclcl Sup Sec TR 08-22-16 -0.27 4.77 0.76 5.14 7.56 9.83 17.39
US Basic Materials TR 08-22-16 0.08 15.65 0.44 6.83 17.90 7.94 9.67
US Consumr Cyclcl TR 08-22-16 -0.66 4.61 0.00 5.70 9.17 11.29 19.91
US Financial Services TR 08-22-16 0.30 0.74 2.57 3.27 2.01 7.89 18.06
US Real Estate TR 08-22-16 -1.30 12.80 -2.80 9.01 16.69 14.95 14.34
US Dfnsve Sup Sec TR 08-22-16 -0.29 7.83 -1.10 6.94 10.03 15.19 18.49
US Consumr Dfnsve TR 08-22-16 -0.30 11.19 -1.01 7.01 18.14 14.48 16.40
US Healthcare TR 08-22-16 -0.47 3.65 -0.33 7.36 3.92 16.16 21.88
US Utilities TR 08-22-16 0.48 18.07 -4.48 4.97 17.00 14.14 13.80
US Snstve Sup Sec TR 08-22-16 -0.30 12.11 1.88 9.26 17.85 10.57 14.93
US Commun Svc TR 08-22-16 -2.53 12.71 -3.14 5.68 14.64 12.51 17.78
US Energy TR 08-22-16 0.60 17.14 1.77 5.75 12.77 -2.86 4.19
US Industrials TR 08-22-16 0.11 11.51 0.79 7.55 15.94 11.43 17.79
US Technology TR 08-22-16 -0.31 9.90 4.08 12.33 20.49 15.67 17.69
Moat
Morningstar Wide Moat Focus TR 08-22-16 -0.46 20.53 1.32 8.22 21.87 12.36 18.92
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 08-22-16 -0.42 8.32 0.12 6.59 15.62 10.07 14.17
NASDAQ Composite PR PR 08-22-16 -0.33 4.74 2.83 9.96 11.44 12.96 17.46
NYSE Composite PR --- 08-22-16 -0.39 6.63 0.10 5.52 6.08 4.69 9.15
Russell 2000 TR TR 08-22-16 -0.15 10.18 2.32 11.88 8.83 7.63 15.35
S&P 500 TR TR 08-22-16 -0.28 8.33 0.57 6.93 13.22 11.96 16.69
S&P MidCap 400 TR 08-22-16 -0.31 12.99 0.87 8.30 11.75 10.45 16.45
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 08-22-16 0.19 5.95 0.43 2.58 5.53 4.81 3.37
US Inter Core Bd TR Bond TR 08-22-16 0.06 4.39 0.32 1.62 4.48 4.50 3.21
US Lng Core Bd TR Bond TR 08-22-16 0.60 13.79 0.98 6.41 11.86 9.74 6.27
US Shrt Core Bd TR Bond TR 08-22-16 0.01 2.09 0.10 0.83 1.86 1.54 1.28
Corporate
US Corp Bd TR Bond TR 08-22-16 0.41 9.21 0.78 4.28 8.37 6.30 5.10
US Inter Corp Bd TR Bond TR 08-22-16 0.18 6.84 0.58 3.02 6.41 5.18 4.78
US Lng Corp Bd TR Bond TR 08-22-16 0.76 14.97 1.23 7.05 13.36 9.54 6.91
US Shrt Corp Bd TR Bond TR 08-22-16 0.06 3.05 0.26 1.23 2.91 2.40 2.64
Government
US Gov Bd TR Bond TR 08-22-16 0.13 5.31 0.24 2.30 4.48 3.95 2.48
US Inter Gov Bd TR Bond TR 08-22-16 0.00 4.49 0.10 1.66 3.85 3.65 2.20
US Lng Gov Bd TR Bond TR 08-22-16 0.45 12.64 0.71 5.72 10.30 10.33 5.82
US Shrt Gov Bd TR Bond TR 08-22-16 -0.01 1.63 0.02 0.62 1.36 1.21 0.83
Other
Mortgage TR Bond TR 08-22-16 0.06 3.76 0.34 1.24 4.23 4.63 3.19
TIPS TR TR 08-22-16 0.34 6.93 0.63 2.78 5.18 3.20 1.61
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Bond Indexes
Barclays US Agg Bond TR TR 08-22-16 0.19 5.90 0.41 2.58 5.33 4.68 3.17
Barclays US Government TR TR 08-22-16 0.13 5.23 0.25 2.26 4.36 3.87 2.44
Barclays US MBS TR TR 08-22-16 0.07 3.36 0.29 1.16 3.61 4.28 2.58
BofAML US HY Master II TR TR 08-22-16 0.33 14.21 1.50 6.58 9.26 5.41 7.32
USTREAS T-Bill Auction Ave 3 --- 07-31-16 --- 0.17 0.03 0.07 0.22 0.09 0.08
USTREAS T-Bill Cnst Mat Rate 10 TR 07-31-16 --- 8.66 0.40 3.85 8.97 5.75 4.55
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Municipal Indexes
Barclays Municipal TR USD TR 08-22-16 0.02 4.50 0.37 1.65 6.65 6.43 4.72
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 08-22-16 -0.45 7.21 2.85 5.32 13.74 -6.55 -2.96
Euronext BEL 20 PR EUR PR 08-23-16 0.59 -4.19 2.75 4.65 3.14 8.33 10.64
Euronext Paris CAC 40 NR EUR TR 08-23-16 -0.87 -2.45 0.92 2.98 -1.96 5.29 10.31
Euronext Paris CAC 40 PR EUR PR 08-23-16 -0.87 -4.65 0.92 2.23 -4.52 2.80 7.47
FSE DAX PR EUR PR 08-22-16 -2.28 -5.24 3.42 5.44 0.55 4.77 10.47
FSE DAX TR EUR TR 08-23-16 -0.78 -1.40 4.39 7.63 4.63 7.97 13.87
FTSE 100 PR GBP PR 08-23-16 -0.37 10.03 2.05 11.93 11.00 1.90 6.01
FTSE 100 TR GBP TR 08-23-16 -0.26 13.53 2.88 13.24 15.51 5.74 10.05
FTSE 250 PR GBP PR 08-23-16 0.98 3.17 5.88 5.58 6.55 6.34 12.63
Hang Seng Hong Kong Composite PR HKD TR 08-23-16 -0.27 2.12 4.44 14.27 1.32 0.77 2.06
Hang Seng HSI PR HKD PR 08-23-16 0.04 4.59 4.35 15.70 2.27 1.58 2.89
MSCI AC Far East Ex Japan PR USD PR 08-22-16 -0.90 9.03 3.59 14.48 11.17 1.92 2.38
MSCI ACWI PR USD PR 08-22-16 -0.49 5.16 1.77 6.60 5.61 4.39 7.67
MSCI EAFE NR USD TR 08-22-16 -0.44 1.44 3.42 4.79 -0.27 2.05 6.34
MSCI EAFE PR LCL PR 08-22-16 -1.50 -4.86 0.07 2.74 -4.48 3.15 8.04
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 08-22-16 -1.73 -1.29 0.49 4.29 -0.12 2.91 7.34
MSCI EM Latin America PR USD PR 08-22-16 -3.14 34.01 2.50 17.92 20.44 -7.11 -8.19
MSCI EM PR LCL PR 08-22-16 -0.33 9.37 3.00 11.23 9.60 3.44 3.99
MSCI EM PR USD PR 08-22-16 -1.27 13.86 4.02 15.15 11.30 -0.66 -1.31
MSCI Europe NR USD TR 08-22-16 -0.48 -0.10 3.29 2.82 -2.98 0.67 6.13
MSCI Europe PR LCL PR 08-22-16 -1.91 -1.99 0.64 4.21 -0.66 3.02 7.86
MSCI Hong Kong PR USD PR 08-22-16 -1.27 5.80 1.28 12.12 5.96 4.22 5.46
MSCI Japan NR USD TR 08-23-16 0.42 1.53 4.22 6.83 1.95 4.83 7.36
MSCI Japan PR LCL PR 08-23-16 0.11 -16.30 -1.79 -2.39 -18.10 3.62 11.16
MSCI North America NR USD TR 08-22-16 -0.29 8.43 0.70 6.96 11.92 10.39 14.64
MSCI Pacific Ex Japan NR USD TR 08-22-16 -0.98 9.84 2.19 9.78 11.35 2.38 4.97
MSCI Pacific Ex Japan PR LCL PR 08-22-16 -0.80 3.26 0.00 4.91 3.62 1.90 4.96
MSCI Pacific NR USD TR 08-22-16 -0.37 4.51 3.77 8.45 5.26 4.56 6.75
MSCI Pacific PR LCL PR 08-22-16 -0.78 -9.84 -0.83 0.14 -11.06 3.35 8.66
MSCI World ex USA NR USD TR 08-22-16 -0.40 2.95 3.40 5.07 0.71 1.89 5.78
MSCI World Ex USA PR LCL PR 08-22-16 -1.37 -3.62 0.16 2.99 -3.54 3.29 7.58
Nikkei 225 Average PR JPY PR 08-23-16 -0.60 -13.33 -0.78 -0.94 -15.12 6.49 13.57
S&P BSE SENSEX India INR PR 08-23-16 -0.27 7.17 0.67 10.94 2.28 14.76 11.15
S&P/ASX All Ordinaries PR PR 08-23-16 0.38 5.66 1.31 4.87 8.08 3.35 5.90
S&P/TSX Composite PR PR 08-22-16 -0.20 13.36 1.01 5.95 9.46 5.18 4.09
SIX SMI PR CHF PR 08-23-16 -0.17 -6.99 0.08 2.03 -6.78 0.80 9.41
SIX SMI TR CHF PR 08-23-16 -0.17 -3.68 0.08 2.19 -3.39 4.10 13.02
SSE Composite PR CNY PR 08-23-16 -0.65 -12.70 2.55 8.65 -11.92 14.51 3.88
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq TR 12-21-12 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
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 08-22-16 -0.38 9.01 1.73 7.75 9.79 7.28 11.37
Con Tgt Risk TR USD TR 08-22-16 0.08 6.65 0.86 3.49 6.27 3.98 4.16
Mod Agg Tgt Risk TR USD TR 08-22-16 -0.30 8.72 1.49 6.90 9.14 6.71 9.99
Mod Con Tgt Risk TR USD TR 08-22-16 -0.05 7.44 1.07 4.67 7.54 5.22 6.38
Mod Tgt Risk TR USD TR 08-22-16 -0.18 8.19 1.23 5.82 8.49 6.06 8.27
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 08-22-16 -0.03 7.02 1.00 4.38 6.99 5.39 7.10
Lifetime Agg 2005 TR USD TR 08-22-16 -0.04 7.44 1.07 4.72 7.43 5.78 7.72
Lifetime Agg 2010 TR USD TR 08-22-16 -0.05 7.86 1.16 5.14 7.91 6.20 8.44
Lifetime Agg 2015 TR USD TR 08-22-16 -0.08 8.23 1.26 5.59 8.37 6.62 9.29
Lifetime Agg 2020 TR USD TR 08-22-16 -0.13 8.51 1.37 6.09 8.80 7.03 10.21
Lifetime Agg 2025 TR USD TR 08-22-16 -0.20 8.69 1.49 6.60 9.15 7.32 11.01
Lifetime Agg 2030 TR USD TR 08-22-16 -0.26 8.78 1.59 7.05 9.38 7.42 11.45
Lifetime Agg 2035 TR USD TR 08-22-16 -0.31 8.84 1.68 7.34 9.48 7.36 11.52
Lifetime Agg 2040 TR USD TR 08-22-16 -0.34 8.89 1.73 7.50 9.50 7.23 11.39
Lifetime Agg 2045 TR USD TR 08-22-16 -0.35 8.95 1.77 7.58 9.48 7.10 11.21
Lifetime Agg 2050 TR USD TR 08-22-16 -0.35 9.01 1.81 7.66 9.45 6.96 11.02
Lifetime Agg 2055 TR USD TR 08-22-16 -0.36 9.07 1.85 7.74 9.43 6.82 10.83
Lifetime Agg Incm TR USD TR 08-22-16 -0.03 7.03 1.00 4.38 6.99 5.30 6.89
Lifetime Con 2000 TR USD TR 08-22-16 0.10 6.42 0.83 3.21 5.71 3.84 4.01
Lifetime Con 2005 TR USD TR 08-22-16 0.11 6.95 0.89 3.51 6.21 4.26 4.50
Lifetime Con 2010 TR USD TR 08-22-16 0.12 7.51 0.97 3.90 6.78 4.74 5.12
Lifetime Con 2015 TR USD TR 08-22-16 0.12 8.05 1.06 4.33 7.35 5.23 5.81
Lifetime Con 2020 TR USD TR 08-22-16 0.10 8.53 1.15 4.77 7.90 5.69 6.56
Lifetime Con 2025 TR USD TR 08-22-16 0.07 8.93 1.25 5.24 8.40 6.15 7.45
Lifetime Con 2030 TR USD TR 08-22-16 0.02 9.21 1.36 5.75 8.84 6.60 8.48
Lifetime Con 2035 TR USD TR 08-22-16 -0.05 9.36 1.49 6.30 9.21 6.94 9.43
Lifetime Con 2040 TR USD TR 08-22-16 -0.14 9.42 1.61 6.81 9.46 7.09 10.04
Lifetime Con 2045 TR USD TR 08-22-16 -0.20 9.47 1.70 7.18 9.60 7.07 10.22
Lifetime Con 2050 TR USD TR 08-22-16 -0.23 9.55 1.77 7.41 9.67 6.97 10.20
Lifetime Con 2055 TR USD TR 08-22-16 -0.25 9.66 1.82 7.56 9.72 6.87 10.08
Lifetime Con Incm TR USD TR 08-22-16 0.10 6.43 0.83 3.21 5.71 3.78 3.87
Lifetime Mod 2000 TR USD TR 08-22-16 0.03 6.68 0.91 3.77 6.32 4.64 5.60
Lifetime Mod 2005 TR USD TR 08-22-16 0.04 7.14 0.97 4.08 6.78 5.03 6.13
Lifetime Mod 2010 TR USD TR 08-22-16 0.03 7.63 1.05 4.47 7.29 5.47 6.78
Lifetime Mod 2015 TR USD TR 08-22-16 0.02 8.07 1.14 4.90 7.80 5.91 7.53
Lifetime Mod 2020 TR USD TR 08-22-16 -0.01 8.44 1.24 5.36 8.28 6.36 8.43
Lifetime Mod 2025 TR USD TR 08-22-16 -0.07 8.71 1.35 5.88 8.72 6.80 9.46
Lifetime Mod 2030 TR USD TR 08-22-16 -0.14 8.87 1.48 6.44 9.08 7.11 10.35
Lifetime Mod 2035 TR USD TR 08-22-16 -0.22 8.95 1.59 6.92 9.32 7.23 10.87
Lifetime Mod 2040 TR USD TR 08-22-16 -0.28 9.00 1.68 7.25 9.43 7.18 10.99
Lifetime Mod 2045 TR USD TR 08-22-16 -0.31 9.06 1.74 7.43 9.47 7.07 10.89
Lifetime Mod 2050 TR USD TR 08-22-16 -0.32 9.13 1.78 7.54 9.48 6.95 10.75
Lifetime Mod 2055 TR USD TR 08-22-16 -0.32 9.21 1.82 7.63 9.48 6.82 10.57
Lifetime Mod Incm TR USD TR 08-22-16 0.03 6.68 0.91 3.77 6.32 4.56 5.43
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 08-22-16 -0.09 0.09 0.10 -0.66 -0.01 -3.23 -4.33
Lng/Shrt Cmdty TR TR 08-22-16 0.00 -5.62 -0.02 -1.30 -4.26 -2.48 -3.87
Lng-Only Cmdty TR TR 08-22-16 1.09 10.29 2.83 -0.54 -3.32 -15.50 -11.08
Shrt/Flt Cmdty TR TR 08-22-16 0.07 -5.47 -0.12 -0.54 -3.99 0.81 0.45
Shrt-Only Cmdty TR TR 08-22-16 -1.35 -14.38 -2.98 -0.30 -1.70 13.63 7.87
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