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 11-17-17 0.10 17.03 0.97 7.01 20.08 10.29 16.01
Style
US Core TR 11-17-17 -0.19 16.75 0.46 5.93 19.72 10.29 16.66
US Growth TR 11-17-17 0.29 26.35 2.42 8.71 26.98 11.54 16.81
US Large Cap TR 11-17-17 -0.20 18.16 0.90 6.55 21.40 10.56 16.02
US Large Core TR 11-17-17 -0.69 18.17 0.24 5.18 21.08 10.71 17.05
US Large Growth TR 11-17-17 0.03 27.71 2.39 8.17 28.63 12.16 17.30
US Large Val TR 11-17-17 0.03 9.25 -0.10 6.11 14.75 8.72 13.73
US Mid Cap TR 11-17-17 0.81 15.28 1.47 7.86 17.35 9.70 16.23
US Mid Core TR 11-17-17 0.95 15.29 1.34 7.62 18.01 9.42 15.96
US Mid Growth TR 11-17-17 0.91 23.12 2.74 9.70 22.39 9.37 15.28
US Mid Val TR 11-17-17 0.54 7.55 0.16 6.06 11.35 10.17 17.42
US Small Cap TR 11-17-17 1.15 10.84 0.28 9.37 14.72 9.19 15.19
US Small Core TR 11-17-17 1.37 8.03 -0.01 8.25 12.15 8.92 15.18
US Small Growth TR 11-17-17 1.30 21.50 1.86 11.86 23.20 11.01 15.86
US Small Val TR 11-17-17 0.75 3.38 -1.23 7.82 8.85 7.52 14.39
US Value TR 11-17-17 0.18 8.50 -0.12 6.21 13.65 8.95 14.54
Sector
US Cyclcl Sup Sec TR 11-17-17 0.75 15.69 1.17 7.53 19.87 11.19 16.68
US Basic Materials TR 11-17-17 0.35 18.44 0.21 10.18 21.98 8.39 12.05
US Consumr Cyclcl TR 11-17-17 1.61 18.08 2.55 8.16 19.00 11.39 17.01
US Financial Services TR 11-17-17 0.41 15.51 0.61 7.57 21.45 12.74 19.03
US Real Estate TR 11-17-17 -0.03 6.91 0.22 3.13 13.94 6.69 10.28
US Dfnsve Sup Sec TR 11-17-17 0.52 15.54 -0.57 3.11 16.20 8.36 15.77
US Consumr Dfnsve TR 11-17-17 1.07 7.78 0.60 0.38 10.34 7.52 13.21
US Healthcare TR 11-17-17 0.18 20.03 -1.95 4.45 17.94 8.26 18.16
US Utilities TR 11-17-17 0.71 17.83 2.63 4.16 24.38 11.06 14.54
US Snstve Sup Sec TR 11-17-17 -0.69 19.10 1.75 9.00 22.69 10.79 15.73
US Commun Svc Capped TR 11-17-17 0.25 -2.27 -3.64 -6.44 5.96 6.94 11.91
US Energy Capped TR 11-17-17 -3.21 -8.77 -1.06 11.07 -2.19 -5.77 1.81
US Industrials TR 11-17-17 -0.73 14.21 -1.89 5.48 16.64 10.05 17.17
US Technology TR 11-17-17 -0.08 37.24 5.25 13.18 38.62 18.12 21.45
Moat
Morningstar Wide Moat Focus TR 11-17-17 0.61 17.37 0.34 5.76 18.22 10.73 16.25
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 11-17-17 -0.19 20.76 1.84 7.99 26.55 12.60 16.01
NASDAQ Composite PR PR 11-17-17 0.47 26.00 2.40 9.01 27.16 13.24 18.91
NYSE Composite PR --- 11-17-17 -0.16 11.27 -0.38 5.04 14.55 4.17 9.18
Russell 2000 TR TR 11-17-17 1.24 11.23 -0.21 10.21 15.54 10.18 15.56
S&P 500 TR TR 11-17-17 -0.06 17.27 0.97 6.65 20.33 10.41 16.08
S&P MidCap 400 TR 11-17-17 0.88 12.34 1.49 8.96 16.48 10.57 15.85
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 11-17-17 0.30 3.34 -0.15 -0.01 3.09 2.61 2.16
US Inter Core Bd TR Bond TR 11-17-17 0.12 2.58 -0.22 -0.18 2.11 2.43 2.27
US Lng Core Bd TR Bond TR 11-17-17 1.03 7.18 -0.02 0.60 7.14 4.50 3.28
US Shrt Core Bd TR Bond TR 11-17-17 -0.07 1.17 -0.17 -0.29 1.13 1.10 1.02
Corporate
US Corp Bd TR Bond TR 11-17-17 0.41 5.50 -0.23 0.50 5.85 3.88 3.25
US Inter Corp Bd TR Bond TR 11-17-17 0.04 4.29 -0.36 -0.09 4.11 3.39 3.09
US Lng Corp Bd TR Bond TR 11-17-17 0.89 8.31 -0.21 1.16 9.19 5.37 4.26
US Shrt Corp Bd TR Bond TR 11-17-17 -0.07 2.26 -0.19 -0.05 2.29 1.92 1.91
Government
US Gov Bd TR Bond TR 11-17-17 0.33 2.43 -0.07 -0.41 1.95 1.73 1.18
US Inter Gov Bd TR Bond TR 11-17-17 0.08 1.85 -0.22 -0.79 1.32 1.71 1.11
US Lng Gov Bd TR Bond TR 11-17-17 1.19 5.83 0.20 -0.08 4.73 3.74 2.32
US Shrt Gov Bd TR Bond TR 11-17-17 -0.07 0.64 -0.15 -0.41 0.57 0.71 0.66
Other
Mortgage TR Bond TR 11-17-17 0.15 2.46 -0.19 0.04 1.94 2.48 2.53
US TIPS TR TR 11-17-17 0.39 2.53 0.56 0.58 2.37 1.68 -0.02
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 11-17-17 0.24 3.20 -0.20 -0.01 2.97 2.40 2.00
BBgBarc US Government TR TR 11-17-17 0.24 2.27 -0.16 -0.43 1.80 1.67 1.16
BBgBarc US MBS TR TR 11-17-17 0.16 2.28 -0.16 0.05 1.84 2.03 2.04
BofAML US HY Master II TR TR 11-17-17 0.04 6.63 -0.71 1.07 9.46 5.53 6.28
USTREAS T-Bill Auction Ave 3 --- 10-31-17 --- 0.75 0.09 0.27 0.84 0.38 0.25
USTREAS T-Bill Cnst Mat Rate 10 TR 10-31-17 --- 2.54 -0.24 -0.15 -2.57 1.92 0.93
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 11-17-17 -0.14 5.15 -0.19 0.32 4.89 3.19 2.78
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 11-17-17 -0.51 16.92 0.22 1.63 14.37 -7.19 -3.74
Euronext BEL 20 PR EUR PR 11-17-17 -1.79 9.64 -2.82 0.26 13.97 7.65 11.44
Euronext Paris CAC 40 NR EUR TR 11-17-17 -1.14 11.64 -0.77 3.50 20.11 10.54 12.37
Euronext Paris CAC 40 PR EUR PR 11-17-17 -1.14 9.40 -0.79 3.35 17.48 7.97 9.74
FSE DAX PR EUR PR 11-17-17 -1.02 10.20 -0.01 6.48 18.41 8.75 10.14
FSE DAX TR EUR TR 11-17-17 -1.02 13.18 -0.01 6.48 21.60 11.77 13.33
FTSE 100 PR GBP PR 11-17-17 -0.70 3.33 -1.80 -0.10 8.62 3.42 5.66
FTSE 100 TR GBP TR 11-17-17 -0.52 7.25 -1.44 0.57 12.95 7.50 9.70
FTSE 250 PR GBP PR 11-17-17 -1.11 9.52 -1.65 0.13 12.48 8.16 11.33
Hang Seng Hong Kong Composite PR HKD TR 11-17-17 -0.20 35.00 1.46 8.30 33.17 7.35 7.01
Hang Seng HSI PR HKD PR 11-17-17 0.27 32.72 1.75 6.78 31.16 7.06 6.65
MSCI AC Far East Ex Japan PR USD PR 11-17-17 0.56 38.19 2.42 9.10 37.27 7.98 6.78
MSCI ACWI PR USD PR 11-17-17 -0.22 17.76 0.37 5.22 20.71 5.79 9.38
MSCI EAFE NR USD TR 11-17-17 -0.59 20.95 -0.34 3.63 24.90 6.05 9.14
MSCI EAFE PR LCL PR 11-17-17 -1.09 10.31 -0.18 3.76 16.56 5.38 9.82
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 11-17-17 -0.79 9.07 -1.00 2.09 14.91 4.77 7.81
MSCI EM Latin America PR USD PR 11-17-17 0.74 18.59 -5.30 -0.46 22.14 -1.52 -4.54
MSCI EM PR LCL PR 11-17-17 0.25 27.39 1.05 7.23 29.54 7.75 6.85
MSCI EM PR USD PR 11-17-17 0.71 31.80 0.96 6.88 34.14 4.85 3.22
MSCI Europe NR USD TR 11-17-17 -0.27 21.27 -1.32 2.52 27.48 4.99 8.78
MSCI Europe PR LCL PR 11-17-17 -0.83 8.62 -1.34 1.94 15.11 5.21 8.22
MSCI Hong Kong PR USD PR 11-17-17 0.38 28.73 0.49 4.43 22.81 5.40 7.19
MSCI Japan NR USD TR 11-17-17 -1.10 21.14 2.60 7.90 21.23 10.70 12.38
MSCI Japan PR LCL PR 11-17-17 -2.01 14.62 2.48 9.37 22.16 7.41 17.76
MSCI North America NR USD TR 11-17-17 -0.10 16.53 0.90 6.53 19.40 9.08 14.48
MSCI Pacific Ex Japan NR USD TR 11-17-17 -1.39 20.39 -0.71 1.62 21.20 4.19 6.04
MSCI Pacific Ex Japan PR LCL PR 11-17-17 -0.70 12.63 1.02 3.22 15.60 3.29 6.22
MSCI Pacific NR USD TR 11-17-17 -1.19 20.92 1.49 5.76 21.25 8.35 9.98
MSCI Pacific PR LCL PR 11-17-17 -1.58 13.97 1.99 7.24 19.93 5.91 13.07
MSCI World ex USA NR USD TR 11-17-17 -0.66 20.09 -0.34 3.85 24.03 5.54 8.61
MSCI World Ex USA PR LCL PR 11-17-17 -1.02 9.82 -0.04 4.04 15.77 5.10 9.47
Nikkei 225 Average PR JPY PR 11-17-17 -1.25 17.17 4.97 13.67 25.38 9.68 19.94
S&P BSE SENSEX India INR PR 11-17-17 0.08 25.22 2.25 4.87 27.13 5.77 12.74
S&P/ASX All Ordinaries PR PR 11-17-17 -1.08 5.58 1.35 3.62 11.64 3.82 6.73
S&P/TSX Composite PR PR 11-17-17 -0.25 4.65 1.15 6.42 7.91 2.44 6.14
SIX SMI PR CHF PR 11-17-17 0.54 11.72 -0.93 2.66 15.30 0.95 7.13
SIX SMI TR CHF PR 11-17-17 0.54 15.41 -0.93 2.76 19.11 4.31 10.59
SSE Composite PR CNY PR 11-17-17 -1.45 9.00 0.32 3.50 5.44 10.99 10.92
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 11-17-17 0.07 17.78 0.55 6.01 21.05 8.40 12.25
Con Tgt Risk TR USD TR 11-17-17 0.17 5.99 0.00 1.22 6.28 3.21 3.42
Mod Agg Tgt Risk TR USD TR 11-17-17 0.08 15.39 0.42 5.01 18.06 7.41 10.54
Mod Con Tgt Risk TR USD TR 11-17-17 0.14 9.05 0.14 2.53 10.11 4.83 6.01
Mod Tgt Risk TR USD TR 11-17-17 0.10 12.06 0.29 3.74 13.92 6.11 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 11-17-17 0.07 8.82 0.43 3.07 10.37 4.63 6.50
Lifetime Agg 2005 TR USD TR 11-17-17 0.10 9.47 0.44 3.24 11.15 4.94 7.07
Lifetime Agg 2010 TR USD TR 11-17-17 0.14 10.42 0.46 3.54 12.30 5.36 7.81
Lifetime Agg 2015 TR USD TR 11-17-17 0.16 11.53 0.49 3.92 13.67 5.85 8.73
Lifetime Agg 2020 TR USD TR 11-17-17 0.16 12.86 0.51 4.41 15.34 6.43 9.82
Lifetime Agg 2025 TR USD TR 11-17-17 0.13 14.36 0.55 4.99 17.24 7.05 10.92
Lifetime Agg 2030 TR USD TR 11-17-17 0.09 15.74 0.58 5.56 19.01 7.60 11.73
Lifetime Agg 2035 TR USD TR 11-17-17 0.06 16.68 0.60 5.95 20.20 7.93 12.10
Lifetime Agg 2040 TR USD TR 11-17-17 0.05 17.13 0.60 6.12 20.76 8.03 12.13
Lifetime Agg 2045 TR USD TR 11-17-17 0.05 17.30 0.59 6.15 20.96 8.02 12.03
Lifetime Agg 2050 TR USD TR 11-17-17 0.05 17.41 0.59 6.15 21.09 7.97 11.91
Lifetime Agg 2055 TR USD TR 11-17-17 0.05 17.52 0.58 6.15 21.21 7.93 11.78
Lifetime Agg Incm TR USD TR 11-17-17 0.07 8.82 0.43 3.07 10.37 4.63 6.40
Lifetime Con 2000 TR USD TR 11-17-17 0.10 5.45 0.29 1.55 5.98 2.90 3.20
Lifetime Con 2005 TR USD TR 11-17-17 0.16 5.87 0.30 1.63 6.44 3.13 3.55
Lifetime Con 2010 TR USD TR 11-17-17 0.23 6.58 0.31 1.80 7.25 3.46 4.08
Lifetime Con 2015 TR USD TR 11-17-17 0.28 7.45 0.33 2.06 8.28 3.87 4.73
Lifetime Con 2020 TR USD TR 11-17-17 0.32 8.42 0.35 2.37 9.44 4.32 5.48
Lifetime Con 2025 TR USD TR 11-17-17 0.33 9.49 0.36 2.73 10.76 4.81 6.41
Lifetime Con 2030 TR USD TR 11-17-17 0.32 10.82 0.38 3.22 12.43 5.41 7.59
Lifetime Con 2035 TR USD TR 11-17-17 0.28 12.44 0.41 3.86 14.50 6.10 8.86
Lifetime Con 2040 TR USD TR 11-17-17 0.22 14.05 0.45 4.54 16.57 6.76 9.89
Lifetime Con 2045 TR USD TR 11-17-17 0.18 15.24 0.48 5.06 18.08 7.20 10.41
Lifetime Con 2050 TR USD TR 11-17-17 0.17 15.88 0.50 5.30 18.89 7.39 10.58
Lifetime Con 2055 TR USD TR 11-17-17 0.17 16.21 0.50 5.42 19.29 7.45 10.58
Lifetime Con Incm TR USD TR 11-17-17 0.10 5.45 0.29 1.55 5.98 2.90 3.15
Lifetime Mod 2000 TR USD TR 11-17-17 0.08 7.08 0.37 2.34 8.18 3.73 4.88
Lifetime Mod 2005 TR USD TR 11-17-17 0.12 7.59 0.38 2.46 8.77 3.99 5.31
Lifetime Mod 2010 TR USD TR 11-17-17 0.18 8.39 0.40 2.69 9.71 4.36 5.92
Lifetime Mod 2015 TR USD TR 11-17-17 0.22 9.34 0.42 2.99 10.86 4.79 6.67
Lifetime Mod 2020 TR USD TR 11-17-17 0.23 10.46 0.44 3.38 12.24 5.29 7.64
Lifetime Mod 2025 TR USD TR 11-17-17 0.22 11.86 0.47 3.90 14.01 5.91 8.84
Lifetime Mod 2030 TR USD TR 11-17-17 0.19 13.50 0.50 4.55 16.10 6.60 10.07
Lifetime Mod 2035 TR USD TR 11-17-17 0.14 15.02 0.54 5.18 18.05 7.21 10.99
Lifetime Mod 2040 TR USD TR 11-17-17 0.10 16.08 0.56 5.64 19.40 7.59 11.44
Lifetime Mod 2045 TR USD TR 11-17-17 0.08 16.62 0.57 5.85 20.06 7.74 11.52
Lifetime Mod 2050 TR USD TR 11-17-17 0.08 16.83 0.57 5.90 20.33 7.74 11.46
Lifetime Mod 2055 TR USD TR 11-17-17 0.09 16.99 0.57 5.92 20.51 7.72 11.35
Lifetime Mod Incm TR USD TR 11-17-17 0.08 7.08 0.37 2.34 8.18 3.74 4.80
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 11-17-17 -0.20 -2.59 2.75 5.65 -1.21 -2.92 -3.30
Lng/Shrt Cmdty TR TR 11-17-17 -0.18 -3.97 2.34 4.38 -2.20 -3.26 -2.13
Lng-Only Cmdty TR TR 11-17-17 -0.53 0.05 3.62 9.89 8.01 -11.04 -9.60
Shrt/Flt Cmdty TR TR 11-17-17 0.40 -3.21 -0.96 -4.19 -2.87 -0.93 0.79
Shrt-Only Cmdty TR TR 11-17-17 0.65 -0.07 -3.35 -8.79 -7.98 7.38 7.01
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