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 07-18-19 -0.07 21.09 2.71 3.53 7.65 13.56 10.63
Style
US Core TR 07-18-19 0.05 19.83 1.86 1.61 7.07 11.73 9.78
US Growth TR 07-18-19 -0.41 27.24 3.40 6.34 9.22 18.57 13.86
US Large Cap TR 07-18-19 -0.15 20.60 2.89 3.86 8.95 14.23 11.17
US Large Core TR 07-18-19 -0.02 19.25 1.96 1.89 8.13 12.37 10.32
US Large Growth TR 07-18-19 -0.61 24.71 3.44 5.95 9.24 18.94 14.34
US Large Val TR 07-18-19 0.38 16.02 3.11 3.13 8.81 10.42 8.21
US Mid Cap TR 07-18-19 0.16 23.84 2.59 3.50 7.06 12.48 9.80
US Mid Core TR 07-18-19 0.30 22.18 1.84 1.05 6.07 10.29 8.71
US Mid Growth TR 07-18-19 0.32 33.04 3.62 8.63 13.91 17.60 12.57
US Mid Val TR 07-18-19 -0.19 15.82 2.25 0.52 0.83 9.28 7.87
US Small Cap TR 07-18-19 0.19 18.14 1.13 0.04 -4.18 9.54 7.36
US Small Core TR 07-18-19 0.09 18.79 1.02 0.61 -2.98 8.80 7.00
US Small Growth TR 07-18-19 0.70 24.24 2.13 3.71 0.35 14.90 10.79
US Small Val TR 07-18-19 -0.21 11.32 0.25 -4.39 -9.73 4.88 4.25
US Value TR 07-18-19 0.22 15.63 2.74 2.07 5.89 9.87 7.91
Sector
US Cyclcl Sup Sec TR 07-18-19 -0.33 22.28 2.61 3.64 6.28 15.09 11.35
US Basic Materials TR 07-18-19 1.17 17.41 1.77 0.84 -3.39 7.02 4.64
US Consumr Cyclcl TR 07-18-19 -0.63 23.77 2.54 2.53 7.18 16.26 13.33
US Financial Services TR 07-18-19 -0.23 22.38 3.53 4.70 6.02 18.55 12.14
US Real Estate TR 07-18-19 -0.77 20.43 -0.32 5.01 13.33 5.19 7.77
US Dfnsve Sup Sec TR 07-18-19 0.09 13.66 1.95 7.82 11.74 8.75 10.30
US Consumr Dfnsve TR 07-18-19 1.29 20.17 3.74 6.36 16.66 5.86 9.10
US Healthcare TR 07-18-19 -0.61 9.42 0.90 8.53 6.96 10.16 10.71
US Utilities TR 07-18-19 0.38 17.31 2.17 7.61 20.89 9.70 11.43
US Snstve Sup Sec TR 07-18-19 0.07 24.73 3.23 1.13 6.52 15.43 10.26
US Commun Svc Capped TR 07-18-19 -0.09 26.65 0.68 5.44 24.95 8.50 9.00
US Energy Capped TR 07-18-19 -3.16 9.14 0.54 -7.80 -17.38 -1.75 -7.16
US Industrials TR 07-18-19 0.39 22.95 1.58 0.35 7.22 12.36 9.86
US Technology TR 07-18-19 0.57 29.41 4.71 2.75 10.06 24.17 17.18
Moat
Morningstar Wide Moat Focus TR 07-18-19 1.00 20.01 3.65 2.83 12.36 15.26 11.97
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 07-18-19 0.52 18.21 2.96 3.11 10.62 16.41 12.44
NASDAQ Composite PR PR 07-18-19 0.14 23.69 3.19 2.62 4.49 17.53 13.11
NYSE Composite PR --- 07-18-19 -0.23 15.77 2.02 1.90 2.69 6.86 3.69
Russell 2000 TR TR 07-18-19 -0.13 16.22 0.47 -0.30 -6.75 10.28 7.67
S&P 500 TR TR 07-18-19 -0.14 20.80 2.79 3.61 8.55 13.66 10.91
S&P MidCap 400 TR 07-18-19 0.18 17.92 1.28 -0.06 -1.23 9.70 8.31
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 07-18-19 0.52 6.09 0.68 3.44 7.66 2.30 3.07
US Inter Core Bd TR Bond TR 07-18-19 0.38 4.88 0.61 2.75 6.96 2.21 2.90
US Lng Core Bd TR Bond TR 07-18-19 1.06 11.69 1.09 6.48 12.12 3.08 4.92
US Shrt Core Bd TR Bond TR 07-18-19 0.27 3.29 0.44 1.87 4.96 1.79 1.68
Corporate
US Corp Bd TR Bond TR 07-18-19 0.63 9.75 1.38 4.33 9.98 3.72 4.00
US Inter Corp Bd TR Bond TR 07-18-19 0.56 8.51 1.14 3.76 9.78 3.62 3.73
US Lng Corp Bd TR Bond TR 07-18-19 0.91 14.26 2.00 6.23 13.02 4.54 5.24
US Shrt Corp Bd TR Bond TR 07-18-19 0.28 4.35 0.64 2.02 5.85 2.59 2.35
Government
US Gov Bd TR Bond TR 07-18-19 0.62 5.11 0.32 3.65 7.25 1.45 2.48
US Inter Gov Bd TR Bond TR 07-18-19 0.58 4.96 0.47 3.48 7.76 1.61 2.46
US Lng Gov Bd TR Bond TR 07-18-19 1.21 8.97 0.14 6.71 11.11 1.38 4.65
US Shrt Gov Bd TR Bond TR 07-18-19 0.26 2.80 0.35 1.81 4.55 1.40 1.37
Other
Mortgage TR Bond TR 07-18-19 0.26 4.05 0.54 2.22 6.02 2.11 2.87
US TIPS TR TR 07-18-19 0.61 6.66 1.27 3.57 5.48 2.18 1.83
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 07-18-19 0.49 6.17 0.67 3.49 7.67 2.31 2.96
BBgBarc US Government TR TR 07-18-19 0.52 5.01 0.27 3.54 7.09 1.45 2.44
BBgBarc US MBS TR TR 07-18-19 0.35 4.52 0.70 2.61 6.40 2.19 2.67
ICE BofAML US High Yield TR TR 07-18-19 -0.18 10.10 0.72 1.43 6.89 6.59 4.82
USTREAS T-Bill Auction Ave 3 --- 06-30-19 --- 1.22 0.19 0.60 2.36 1.47 0.92
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-19 --- 7.52 1.43 4.27 10.62 0.82 3.22
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 07-18-19 0.17 5.63 0.71 2.86 6.83 2.78 3.74
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 07-18-19 -1.32 1.94 2.29 2.46 -7.58 -1.43 -7.24
Euronext BEL 20 PR EUR PR 07-18-19 1.39 11.63 3.06 -6.01 -5.23 1.99 2.96
Euronext Paris CAC 40 NR EUR TR 07-18-19 -0.03 19.74 0.84 1.23 4.37 10.92 7.57
Euronext Paris CAC 40 PR EUR PR 07-18-19 -0.03 17.33 0.74 -0.53 1.89 8.40 5.07
FSE DAX PR EUR PR 07-18-19 -0.85 12.26 -0.86 -2.32 -7.17 3.68 1.77
FSE DAX TR EUR TR 07-18-19 -0.85 15.81 -0.84 0.04 -4.22 6.71 4.70
FTSE 100 PR GBP PR 07-19-19 0.04 11.60 1.42 0.65 -2.28 3.89 2.15
FTSE 100 TR GBP TR 07-19-19 0.04 14.44 1.56 1.68 2.08 8.24 6.29
FTSE 250 PR GBP PR 07-19-19 0.36 12.11 1.95 -1.08 -6.15 5.09 4.75
Hang Seng Hong Kong Composite PR HKD TR 07-18-19 -0.01 9.69 3.58 -6.14 -2.31 8.82 3.23
Hang Seng HSI PR HKD PR 07-18-19 0.11 10.12 3.50 -5.01 1.22 9.29 3.95
MSCI AC Far East Ex Japan PR USD PR 07-18-19 -0.08 9.06 3.40 -5.40 -3.27 7.30 1.92
MSCI ACWI PR USD PR 07-18-19 -0.32 15.77 2.27 1.12 2.14 8.58 4.20
MSCI EAFE NR USD TR 07-18-19 -0.69 13.09 1.39 0.23 -0.72 7.82 2.29
MSCI EAFE PR LCL PR 07-18-19 -0.72 11.58 0.73 -0.97 -2.38 5.54 3.09
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 07-18-19 -0.13 14.26 0.80 0.20 0.59 5.65 3.04
MSCI EM Latin America PR USD PR 07-18-19 -0.78 14.35 4.98 6.47 12.77 7.16 -3.49
MSCI EM PR LCL PR 07-18-19 -0.23 8.34 1.56 -3.91 -1.04 7.07 3.16
MSCI EM PR USD PR 07-18-19 -0.33 8.90 2.72 -3.73 -1.59 6.52 -0.22
MSCI Europe NR USD TR 07-18-19 -0.32 14.60 0.85 -0.06 -0.77 7.92 1.43
MSCI Europe PR LCL PR 07-18-19 -0.08 14.00 0.43 -0.42 -0.53 5.42 2.98
MSCI Hong Kong PR USD PR 07-18-19 0.74 16.32 5.22 -0.12 9.21 9.72 5.34
MSCI Japan NR USD TR 07-19-19 -0.43 8.63 1.39 1.00 -3.00 7.15 4.64
MSCI Japan PR LCL PR 07-19-19 -0.69 5.48 0.64 -2.91 -9.31 5.56 3.99
MSCI North America NR USD TR 07-18-19 -0.11 20.80 2.77 3.43 7.59 12.72 9.52
MSCI Pacific Ex Japan NR USD TR 07-18-19 0.23 19.00 4.39 3.99 8.80 10.35 3.86
MSCI Pacific Ex Japan PR LCL PR 07-18-19 -0.27 16.14 2.65 3.64 6.87 7.63 3.56
MSCI Pacific NR USD TR 07-18-19 -1.31 10.68 2.33 0.81 -0.47 7.91 4.07
MSCI Pacific PR LCL PR 07-18-19 -1.78 7.72 1.23 -1.82 -5.28 6.08 3.46
MSCI World ex USA NR USD TR 07-18-19 -0.67 13.82 1.47 0.33 -0.40 7.74 2.07
MSCI World Ex USA PR LCL PR 07-18-19 -0.69 11.87 0.63 -1.00 -2.21 5.47 2.94
Nikkei 225 Average PR JPY PR 07-18-19 -2.76 5.15 0.35 -4.73 -7.67 8.45 6.70
S&P BSE SENSEX India INR PR 07-19-19 -1.03 6.29 -1.98 -2.05 5.46 11.32 8.38
S&P/ASX All Ordinaries PR PR 07-19-19 -0.04 18.86 0.86 6.87 6.79 7.04 4.22
S&P/TSX Composite PR PR 07-18-19 -0.20 15.16 -0.06 -0.71 0.10 4.31 1.56
SIX SMI PR CHF PR 07-18-19 1.32 18.75 0.22 4.59 11.99 7.04 3.30
SIX SMI TR CHF PR 07-18-19 1.32 22.59 0.22 5.65 15.73 10.64 6.77
SSE Composite PR CNY PR 07-19-19 -0.22 17.25 0.22 -10.60 5.47 -1.25 7.27
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 07-18-19 -0.20 16.87 2.18 1.78 4.64 10.88 6.97
Con Tgt Risk TR USD TR 07-18-19 0.26 7.83 0.99 2.77 6.81 4.11 3.27
Mod Agg Tgt Risk TR USD TR 07-18-19 -0.11 15.07 1.97 2.02 5.47 9.57 6.31
Mod Con Tgt Risk TR USD TR 07-18-19 0.14 10.31 1.33 2.52 6.60 6.05 4.52
Mod Tgt Risk TR USD TR 07-18-19 0.01 12.66 1.66 2.28 6.15 7.78 5.43
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 07-18-19 -0.01 10.78 1.39 2.22 5.61 6.28 4.54
Lifetime Agg 2005 TR USD TR 07-18-19 0.00 11.16 1.42 2.30 5.71 6.56 4.76
Lifetime Agg 2010 TR USD TR 07-18-19 0.01 12.03 1.51 2.44 5.91 7.05 5.09
Lifetime Agg 2015 TR USD TR 07-18-19 0.01 12.95 1.60 2.49 5.97 7.64 5.45
Lifetime Agg 2020 TR USD TR 07-18-19 -0.03 13.92 1.71 2.44 5.86 8.37 5.86
Lifetime Agg 2025 TR USD TR 07-18-19 -0.09 14.96 1.82 2.26 5.52 9.19 6.26
Lifetime Agg 2030 TR USD TR 07-18-19 -0.17 15.89 1.94 2.00 5.01 9.91 6.57
Lifetime Agg 2035 TR USD TR 07-18-19 -0.24 16.49 2.02 1.75 4.52 10.34 6.70
Lifetime Agg 2040 TR USD TR 07-18-19 -0.29 16.71 2.05 1.58 4.19 10.45 6.67
Lifetime Agg 2045 TR USD TR 07-18-19 -0.31 16.68 2.05 1.49 4.03 10.41 6.57
Lifetime Agg 2050 TR USD TR 07-18-19 -0.32 16.57 2.04 1.42 3.91 10.34 6.46
Lifetime Agg 2055 TR USD TR 07-18-19 -0.33 16.46 2.03 1.36 3.81 10.27 6.35
Lifetime Agg Incm TR USD TR 07-18-19 -0.01 10.78 1.39 2.22 5.61 6.28 4.54
Lifetime Con 2000 TR USD TR 07-18-19 0.12 7.48 1.01 2.30 5.52 3.99 3.05
Lifetime Con 2005 TR USD TR 07-18-19 0.13 7.80 1.03 2.44 5.73 4.11 3.22
Lifetime Con 2010 TR USD TR 07-18-19 0.19 8.64 1.11 2.77 6.23 4.47 3.53
Lifetime Con 2015 TR USD TR 07-18-19 0.22 9.56 1.20 3.00 6.62 4.93 3.89
Lifetime Con 2020 TR USD TR 07-18-19 0.23 10.47 1.29 3.15 6.89 5.45 4.25
Lifetime Con 2025 TR USD TR 07-18-19 0.22 11.35 1.38 3.19 7.02 6.04 4.63
Lifetime Con 2030 TR USD TR 07-18-19 0.18 12.27 1.47 3.11 6.94 6.81 5.06
Lifetime Con 2035 TR USD TR 07-18-19 0.10 13.29 1.58 2.85 6.57 7.74 5.53
Lifetime Con 2040 TR USD TR 07-18-19 0.00 14.33 1.71 2.51 6.01 8.65 5.93
Lifetime Con 2045 TR USD TR 07-18-19 -0.09 15.13 1.82 2.20 5.43 9.25 6.15
Lifetime Con 2050 TR USD TR 07-18-19 -0.14 15.51 1.87 2.01 5.07 9.49 6.19
Lifetime Con 2055 TR USD TR 07-18-19 -0.17 15.65 1.89 1.91 4.86 9.56 6.16
Lifetime Con Incm TR USD TR 07-18-19 0.12 7.48 1.01 2.30 5.52 3.99 3.05
Lifetime Mod 2000 TR USD TR 07-18-19 0.05 9.20 1.20 2.26 5.60 5.12 3.79
Lifetime Mod 2005 TR USD TR 07-18-19 0.06 9.54 1.22 2.36 5.76 5.32 3.98
Lifetime Mod 2010 TR USD TR 07-18-19 0.09 10.37 1.30 2.59 6.10 5.72 4.29
Lifetime Mod 2015 TR USD TR 07-18-19 0.10 11.26 1.39 2.74 6.34 6.23 4.63
Lifetime Mod 2020 TR USD TR 07-18-19 0.09 12.16 1.48 2.78 6.42 6.83 5.01
Lifetime Mod 2025 TR USD TR 07-18-19 0.05 13.16 1.59 2.71 6.31 7.63 5.45
Lifetime Mod 2030 TR USD TR 07-18-19 -0.02 14.26 1.71 2.48 5.93 8.56 5.90
Lifetime Mod 2035 TR USD TR 07-18-19 -0.12 15.25 1.84 2.15 5.35 9.38 6.26
Lifetime Mod 2040 TR USD TR 07-18-19 -0.20 15.94 1.93 1.87 4.81 9.88 6.43
Lifetime Mod 2045 TR USD TR 07-18-19 -0.25 16.24 1.97 1.69 4.45 10.05 6.43
Lifetime Mod 2050 TR USD TR 07-18-19 -0.28 16.25 1.98 1.60 4.28 10.04 6.35
Lifetime Mod 2055 TR USD TR 07-18-19 -0.29 16.20 1.97 1.53 4.17 10.00 6.26
Lifetime Mod Incm TR USD TR 07-18-19 0.05 9.20 1.20 2.26 5.60 5.12 3.79
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 07-18-19 -0.30 -0.76 0.87 -1.40 -6.94 -3.23 -2.90
Lng/Shrt Cmdty TR TR 07-18-19 -0.01 -1.33 1.62 -2.97 -7.61 -2.63 -2.39
Lng-Only Cmdty TR TR 07-18-19 -4.23 7.42 0.56 -5.07 -3.43 0.08 -9.61
Shrt/Flt Cmdty TR TR 07-17-19 2.92 -8.17 -0.20 1.19 -3.95 -0.56 -0.10
Shrt-Only Cmdty TR TR 07-18-19 4.31 -5.14 0.40 4.30 3.55 -0.37 8.09
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