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 12-08-17 0.30 20.35 2.51 8.36 19.74 10.97 15.62
Style
US Core TR 12-08-17 0.35 20.43 2.53 7.71 20.40 10.66 16.34
US Growth TR 12-08-17 0.14 28.26 1.39 7.61 26.89 11.96 16.16
US Large Cap TR 12-08-17 0.40 21.63 2.30 8.17 21.85 11.22 15.69
US Large Core TR 12-08-17 0.44 21.99 2.05 7.09 22.91 11.00 16.81
US Large Growth TR 12-08-17 0.33 29.86 1.31 7.46 29.16 12.57 16.70
US Large Val TR 12-08-17 0.43 13.70 3.68 10.05 14.03 10.05 13.60
US Mid Cap TR 12-08-17 0.20 18.23 3.03 8.69 15.76 10.40 15.71
US Mid Core TR 12-08-17 0.31 18.67 3.59 9.07 16.49 9.88 15.42
US Mid Growth TR 12-08-17 -0.28 24.47 1.60 7.71 21.66 9.94 14.57
US Mid Val TR 12-08-17 0.64 11.70 4.05 9.37 9.23 11.34 17.13
US Small Cap TR 12-08-17 -0.45 13.65 3.24 9.44 10.74 9.96 14.51
US Small Core TR 12-08-17 -0.44 11.41 4.06 9.72 8.88 10.01 14.60
US Small Growth TR 12-08-17 -0.67 22.61 1.62 8.96 19.07 11.23 14.98
US Small Val TR 12-08-17 -0.21 7.28 4.24 9.68 4.59 8.56 13.88
US Value TR 12-08-17 0.43 12.85 3.78 9.89 12.35 10.23 14.35
Sector
US Cyclcl Sup Sec TR 12-08-17 0.80 20.61 4.72 11.81 18.35 11.86 16.56
US Basic Materials TR 12-08-17 0.27 20.57 0.69 8.22 16.12 9.44 11.65
US Consumr Cyclcl TR 12-08-17 0.88 22.92 6.06 11.07 19.28 12.18 16.75
US Financial Services TR 12-08-17 1.14 22.39 5.78 15.83 20.75 13.58 19.28
US Real Estate TR 12-08-17 -0.54 6.37 -0.44 0.53 7.19 5.63 9.25
US Dfnsve Sup Sec TR 12-08-17 -0.06 18.32 2.83 2.48 20.09 7.97 15.34
US Consumr Dfnsve TR 12-08-17 0.99 11.81 5.78 4.73 13.04 8.22 12.93
US Healthcare TR 12-08-17 -0.44 22.64 1.76 1.33 24.39 7.21 17.75
US Utilities TR 12-08-17 -0.93 18.13 0.57 2.14 21.65 10.61 13.83
US Snstve Sup Sec TR 12-08-17 0.08 21.33 0.49 9.16 20.70 12.13 15.12
US Commun Svc Capped TR 12-08-17 -1.40 0.24 2.72 -2.01 2.80 8.45 11.51
US Energy Capped TR 12-08-17 -0.76 -6.30 -0.75 9.68 -7.16 -1.38 1.51
US Industrials TR 12-08-17 1.24 20.41 3.72 9.67 18.35 11.84 17.09
US Technology TR 12-08-17 -0.16 36.48 -1.49 10.18 35.93 17.56 20.29
Moat
Morningstar Wide Moat Focus TR 12-08-17 1.02 22.42 4.68 6.76 20.46 12.63 16.04
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 12-08-17 0.46 26.06 3.71 12.27 27.05 13.71 15.92
NASDAQ Composite PR PR 12-08-17 -0.11 27.07 0.75 7.55 26.26 13.00 18.09
NYSE Composite PR --- 12-08-17 0.23 14.35 2.09 6.35 13.39 5.19 8.74
Russell 2000 TR TR 12-08-17 -0.97 13.47 2.84 9.10 11.23 10.79 14.67
S&P 500 TR TR 12-08-17 0.39 20.72 2.47 8.26 20.45 11.09 15.74
S&P MidCap 400 TR 12-08-17 -0.17 15.52 3.18 10.44 13.24 11.43 15.30
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 12-08-17 0.03 3.48 -0.02 -0.54 3.60 2.51 2.19
US Inter Core Bd TR Bond TR 12-08-17 0.02 2.60 -0.16 -0.71 2.50 2.35 2.24
US Lng Core Bd TR Bond TR 12-08-17 0.07 7.78 0.39 -0.16 8.53 4.20 3.49
US Shrt Core Bd TR Bond TR 12-08-17 0.00 1.13 -0.16 -0.60 1.13 1.14 1.00
Corporate
US Corp Bd TR Bond TR 12-08-17 0.06 5.96 0.21 0.23 6.52 3.90 3.34
US Inter Corp Bd TR Bond TR 12-08-17 0.01 4.39 -0.16 -0.61 4.43 3.42 3.05
US Lng Corp Bd TR Bond TR 12-08-17 0.13 9.25 0.60 1.01 10.47 5.34 4.48
US Shrt Corp Bd TR Bond TR 12-08-17 0.00 2.29 -0.12 -0.33 2.34 1.99 1.89
Government
US Gov Bd TR Bond TR 12-08-17 -0.02 2.38 -0.15 -1.22 2.38 1.59 1.21
US Inter Gov Bd TR Bond TR 12-08-17 -0.05 1.63 -0.38 -1.67 1.47 1.61 1.06
US Lng Gov Bd TR Bond TR 12-08-17 0.00 6.03 0.14 -1.54 6.23 3.14 2.51
US Shrt Gov Bd TR Bond TR 12-08-17 -0.01 0.56 -0.18 -0.73 0.54 0.74 0.64
Other
Mortgage TR Bond TR 12-08-17 0.05 2.55 -0.08 -0.35 2.44 2.39 2.50
US TIPS TR TR 12-08-17 0.02 2.60 -0.02 -0.64 2.41 1.86 -0.14
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 12-08-17 -0.02 3.34 -0.08 -0.56 3.48 2.31 2.04
BBgBarc US Government TR TR 12-08-17 -0.09 2.23 -0.23 -1.22 2.22 1.54 1.19
BBgBarc US MBS TR TR 12-08-17 0.08 2.37 -0.07 -0.36 2.29 1.95 2.05
ICE BofAML US High Yield TR TR 12-08-17 0.03 7.22 0.21 0.90 8.04 6.22 5.89
USTREAS T-Bill Auction Ave 3 --- 11-30-17 --- 0.86 0.11 0.29 0.90 0.42 0.27
USTREAS T-Bill Cnst Mat Rate 10 TR 11-30-17 --- 2.39 -0.15 -2.06 1.87 1.29 0.69
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 12-08-17 0.73 5.49 -0.13 -0.02 5.75 3.10 2.76
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 12-08-17 -0.42 18.11 1.41 -0.36 16.32 -4.35 -3.42
Euronext BEL 20 PR EUR PR 12-08-17 1.55 11.63 -1.46 2.22 12.91 6.59 10.68
Euronext Paris CAC 40 NR EUR TR 12-08-17 1.60 13.40 -1.25 5.82 16.57 9.82 11.00
Euronext Paris CAC 40 PR EUR PR 12-08-17 1.55 11.04 -1.32 5.59 14.01 7.26 8.41
FSE DAX PR EUR PR 12-08-17 2.27 11.56 -1.71 6.91 14.57 6.56 8.69
FSE DAX TR EUR TR 12-08-17 2.27 14.57 -1.71 6.91 17.66 9.51 11.84
FTSE 100 PR GBP PR 12-08-17 1.28 3.52 -1.80 0.22 6.67 3.48 4.57
FTSE 100 TR GBP TR 12-08-17 1.29 7.58 -1.38 0.88 10.90 7.56 8.55
FTSE 250 PR GBP PR 12-08-17 0.70 10.59 -1.52 1.95 13.07 7.82 10.41
Hang Seng Hong Kong Composite PR HKD TR 12-08-17 -1.31 32.20 -1.55 4.08 26.82 6.15 5.48
Hang Seng HSI PR HKD PR 12-08-17 -1.49 30.18 -0.93 3.51 25.27 6.00 5.23
MSCI AC Far East Ex Japan PR USD PR 12-08-17 -0.67 34.77 -1.99 4.28 29.72 6.86 5.09
MSCI ACWI PR USD PR 12-08-17 0.12 19.50 0.73 5.10 19.14 6.13 8.55
MSCI EAFE NR USD TR 12-08-17 0.09 22.17 -0.21 3.11 22.90 6.00 7.90
MSCI EAFE PR LCL PR 12-08-17 0.93 11.61 -1.10 5.63 13.55 4.75 8.82
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 12-08-17 1.13 10.08 -1.10 3.42 12.60 4.33 6.73
MSCI EM Latin America PR USD PR 12-08-17 -1.01 15.44 -4.23 -8.16 16.30 -1.14 -5.89
MSCI EM PR LCL PR 12-08-17 -0.24 24.09 -2.76 2.79 22.41 6.48 5.34
MSCI EM PR USD PR 12-08-17 -0.46 28.82 -2.11 1.80 26.32 4.38 1.64
MSCI Europe NR USD TR 12-08-17 0.49 22.79 0.21 1.71 25.36 4.76 7.36
MSCI Europe PR LCL PR 12-08-17 1.43 9.75 -1.29 3.25 12.85 4.57 7.11
MSCI Hong Kong PR USD PR 12-08-17 -1.58 27.07 -0.68 1.27 21.22 6.12 6.22
MSCI Japan NR USD TR 12-08-17 -0.36 22.12 -1.02 8.29 19.84 10.24 11.73
MSCI Japan PR LCL PR 12-08-17 0.29 16.88 -1.11 13.13 16.96 6.04 17.04
MSCI North America NR USD TR 12-08-17 0.29 19.65 2.18 7.70 19.21 9.86 14.09
MSCI Pacific Ex Japan NR USD TR 12-08-17 -1.15 20.37 -1.05 0.70 17.94 5.70 4.76
MSCI Pacific Ex Japan PR LCL PR 12-08-17 -0.51 12.81 -0.34 4.37 12.42 3.81 5.25
MSCI Pacific NR USD TR 12-08-17 -0.62 21.57 -1.03 5.69 19.24 8.66 9.07
MSCI Pacific PR LCL PR 12-08-17 0.03 15.54 -0.85 10.10 15.45 5.28 12.27
MSCI World ex USA NR USD TR 12-08-17 0.04 21.27 -0.24 3.10 21.77 5.72 7.43
MSCI World Ex USA PR LCL PR 12-08-17 0.89 11.09 -0.98 5.88 12.84 4.72 8.55
Nikkei 225 Average PR JPY PR 12-08-17 -0.03 19.34 -0.45 18.35 21.56 8.35 19.08
S&P BSE SENSEX India INR PR 12-08-17 1.27 24.88 0.09 4.93 24.56 5.75 11.35
S&P/ASX All Ordinaries PR PR 12-08-17 0.03 6.26 -0.19 5.89 8.55 4.35 5.93
S&P/TSX Composite PR PR 12-08-17 0.36 5.29 -0.06 7.41 5.24 4.40 5.77
SIX SMI PR CHF PR 12-08-17 0.48 13.37 0.58 4.57 17.17 0.50 6.12
SIX SMI TR CHF PR 12-08-17 0.48 17.11 0.58 4.67 21.03 3.85 9.55
SSE Composite PR CNY PR 12-08-17 -0.83 6.00 -3.67 -2.24 2.32 2.89 9.80
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 12-08-17 0.06 19.85 1.37 5.98 19.17 8.95 11.56
Con Tgt Risk TR USD TR 12-08-17 0.02 6.49 0.32 0.76 6.39 3.39 3.29
Mod Agg Tgt Risk TR USD TR 12-08-17 0.06 17.11 1.14 4.89 16.60 7.88 9.97
Mod Con Tgt Risk TR USD TR 12-08-17 0.06 9.99 0.62 2.26 9.77 5.10 5.75
Mod Tgt Risk TR USD TR 12-08-17 0.06 13.36 0.87 3.53 12.98 6.47 7.87
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 12-08-17 -0.02 9.81 0.68 2.72 9.60 4.95 6.19
Lifetime Agg 2005 TR USD TR 12-08-17 -0.02 10.53 0.73 2.87 10.32 5.26 6.72
Lifetime Agg 2010 TR USD TR 12-08-17 -0.02 11.60 0.81 3.16 11.38 5.69 7.42
Lifetime Agg 2015 TR USD TR 12-08-17 -0.02 12.84 0.90 3.55 12.61 6.20 8.27
Lifetime Agg 2020 TR USD TR 12-08-17 -0.02 14.34 1.00 4.07 14.06 6.81 9.28
Lifetime Agg 2025 TR USD TR 12-08-17 -0.02 16.02 1.11 4.70 15.66 7.47 10.30
Lifetime Agg 2030 TR USD TR 12-08-17 -0.02 17.56 1.19 5.31 17.12 8.06 11.06
Lifetime Agg 2035 TR USD TR 12-08-17 -0.03 18.59 1.23 5.71 18.08 8.42 11.40
Lifetime Agg 2040 TR USD TR 12-08-17 -0.04 19.04 1.22 5.83 18.50 8.53 11.42
Lifetime Agg 2045 TR USD TR 12-08-17 -0.05 19.16 1.18 5.80 18.61 8.51 11.30
Lifetime Agg 2050 TR USD TR 12-08-17 -0.07 19.22 1.13 5.72 18.66 8.46 11.16
Lifetime Agg 2055 TR USD TR 12-08-17 -0.08 19.27 1.08 5.65 18.71 8.40 11.02
Lifetime Agg Incm TR USD TR 12-08-17 -0.02 9.81 0.68 2.72 9.60 4.96 6.10
Lifetime Con 2000 TR USD TR 12-08-17 -0.06 5.85 0.25 0.93 5.70 3.11 3.03
Lifetime Con 2005 TR USD TR 12-08-17 -0.06 6.32 0.29 0.96 6.19 3.33 3.37
Lifetime Con 2010 TR USD TR 12-08-17 -0.06 7.12 0.37 1.10 7.02 3.66 3.89
Lifetime Con 2015 TR USD TR 12-08-17 -0.05 8.11 0.46 1.35 8.02 4.08 4.51
Lifetime Con 2020 TR USD TR 12-08-17 -0.05 9.21 0.56 1.67 9.12 4.54 5.23
Lifetime Con 2025 TR USD TR 12-08-17 -0.05 10.42 0.65 2.07 10.31 5.05 6.09
Lifetime Con 2030 TR USD TR 12-08-17 -0.05 11.91 0.76 2.61 11.76 5.68 7.19
Lifetime Con 2035 TR USD TR 12-08-17 -0.04 13.72 0.88 3.34 13.50 6.42 8.36
Lifetime Con 2040 TR USD TR 12-08-17 -0.04 15.53 1.00 4.10 15.22 7.13 9.33
Lifetime Con 2045 TR USD TR 12-08-17 -0.04 16.86 1.07 4.66 16.47 7.62 9.82
Lifetime Con 2050 TR USD TR 12-08-17 -0.05 17.54 1.09 4.89 17.10 7.83 9.97
Lifetime Con 2055 TR USD TR 12-08-17 -0.06 17.86 1.08 4.96 17.41 7.89 9.96
Lifetime Con Incm TR USD TR 12-08-17 -0.06 5.85 0.25 0.93 5.70 3.12 2.99
Lifetime Mod 2000 TR USD TR 12-08-17 -0.04 7.77 0.46 1.84 7.60 4.00 4.63
Lifetime Mod 2005 TR USD TR 12-08-17 -0.04 8.34 0.50 1.93 8.19 4.25 5.05
Lifetime Mod 2010 TR USD TR 12-08-17 -0.04 9.24 0.58 2.13 9.10 4.62 5.63
Lifetime Mod 2015 TR USD TR 12-08-17 -0.04 10.31 0.67 2.43 10.17 5.07 6.34
Lifetime Mod 2020 TR USD TR 12-08-17 -0.04 11.56 0.76 2.83 11.40 5.59 7.24
Lifetime Mod 2025 TR USD TR 12-08-17 -0.04 13.14 0.87 3.40 12.93 6.24 8.35
Lifetime Mod 2030 TR USD TR 12-08-17 -0.04 14.97 0.99 4.12 14.68 6.98 9.49
Lifetime Mod 2035 TR USD TR 12-08-17 -0.04 16.68 1.09 4.82 16.29 7.63 10.35
Lifetime Mod 2040 TR USD TR 12-08-17 -0.04 17.85 1.14 5.29 17.39 8.05 10.77
Lifetime Mod 2045 TR USD TR 12-08-17 -0.05 18.40 1.14 5.47 17.91 8.21 10.83
Lifetime Mod 2050 TR USD TR 12-08-17 -0.07 18.58 1.11 5.46 18.08 8.21 10.75
Lifetime Mod 2055 TR USD TR 12-08-17 -0.08 18.70 1.07 5.42 18.18 8.18 10.64
Lifetime Mod Incm TR USD TR 12-08-17 -0.04 7.77 0.46 1.84 7.60 4.01 4.57
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 12-08-17 -1.02 -3.22 -0.98 2.99 -2.45 -2.95 -3.50
Lng/Shrt Cmdty TR TR 12-08-17 -0.24 -3.80 -0.16 3.63 -2.88 -3.04 -2.00
Lng-Only Cmdty TR TR 12-08-17 -2.16 -1.98 -2.64 3.36 -0.62 -9.05 -10.09
Shrt/Flt Cmdty TR TR 12-08-17 1.49 -1.40 2.20 -0.18 -1.27 -0.30 1.30
Shrt-Only Cmdty TR TR 12-08-17 2.60 2.71 3.52 -2.53 1.05 5.37 7.64
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