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 01-18-18 0.92 4.48 3.94 9.39 24.89 13.53 15.63
Style
US Core TR 01-18-18 0.63 3.85 3.21 8.09 23.73 12.85 16.07
US Growth TR 01-18-18 1.19 5.93 5.14 11.32 32.85 14.94 16.70
US Large Cap TR 01-18-18 1.26 4.95 4.20 9.88 26.80 14.08 15.96
US Large Core TR 01-18-18 0.85 4.26 3.42 8.17 25.42 13.39 16.71
US Large Growth TR 01-18-18 1.53 6.60 5.62 12.27 35.21 15.94 17.57
US Large Val TR 01-18-18 1.39 3.98 3.56 9.08 20.03 12.85 13.60
US Mid Cap TR 01-18-18 0.25 3.48 3.61 8.76 21.21 12.32 15.16
US Mid Core TR 01-18-18 0.36 2.88 2.78 8.25 21.16 11.64 14.82
US Mid Growth TR 01-18-18 0.46 4.54 4.44 9.60 27.37 12.12 14.35
US Mid Val TR 01-18-18 -0.08 3.00 3.58 8.35 15.08 13.13 16.28
US Small Cap TR 01-18-18 -0.74 2.41 2.11 6.14 16.43 11.33 13.55
US Small Core TR 01-18-18 -0.89 2.37 2.26 6.75 15.65 11.47 13.71
US Small Growth TR 01-18-18 -0.30 2.94 2.16 6.32 24.35 12.31 13.99
US Small Val TR 01-18-18 -1.01 1.92 1.91 5.21 9.39 10.08 12.84
US Value TR 01-18-18 0.92 3.64 3.45 8.68 18.31 12.74 14.12
Sector
US Cyclcl Sup Sec TR 01-18-18 0.71 4.27 3.74 10.62 25.14 14.90 16.07
US Basic Materials TR 01-18-18 -0.90 3.57 4.77 8.66 24.82 12.57 10.97
US Consumr Cyclcl TR 01-18-18 0.92 5.69 5.12 14.28 27.81 15.28 16.86
US Financial Services TR 01-18-18 1.24 5.34 4.70 11.93 29.33 18.48 18.76
US Real Estate TR 01-18-18 -1.08 -4.91 -6.35 -4.84 0.20 1.55 7.01
US Dfnsve Sup Sec TR 01-18-18 1.44 3.31 2.39 4.99 19.72 8.63 15.29
US Consumr Dfnsve TR 01-18-18 1.34 1.08 1.18 7.09 13.47 8.55 13.06
US Healthcare TR 01-18-18 1.96 6.40 5.36 6.49 26.91 9.46 18.07
US Utilities TR 01-18-18 -0.77 -4.75 -7.50 -6.51 6.40 5.04 11.17
US Snstve Sup Sec TR 01-18-18 0.79 5.33 5.01 10.99 27.81 15.57 15.54
US Commun Svc Capped TR 01-18-18 -0.81 -1.02 -0.08 2.01 1.24 9.60 11.09
US Energy Capped TR 01-18-18 -0.44 5.70 10.50 13.74 4.87 2.63 2.45
US Industrials TR 01-18-18 -0.14 4.62 5.18 9.84 26.33 15.23 16.85
US Technology TR 01-18-18 1.75 6.51 4.26 11.67 41.72 21.28 21.05
Moat
Morningstar Wide Moat Focus TR 01-18-18 0.79 5.14 4.44 11.11 26.27 17.48 15.97
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 01-18-18 1.75 5.32 5.02 13.01 34.50 17.00 16.60
NASDAQ Composite PR PR 01-18-18 1.17 5.69 4.31 10.14 31.33 16.33 18.41
NYSE Composite PR --- 01-18-18 0.80 3.96 4.15 7.64 18.93 7.70 8.66
Russell 2000 TR TR 01-18-18 -0.63 2.71 1.91 5.11 17.60 11.81 13.59
S&P 500 TR TR 01-18-18 1.11 4.73 4.14 9.78 25.63 13.85 15.89
S&P MidCap 400 TR 01-18-18 -0.11 3.07 2.88 7.91 18.39 12.82 14.52
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 01-18-18 -0.33 -0.83 -0.76 -0.51 2.55 1.66 2.12
US Inter Core Bd TR Bond TR 01-18-18 -0.36 -0.73 -0.71 -0.74 1.82 1.67 2.12
US Lng Core Bd TR Bond TR 01-18-18 -0.48 -1.62 -1.39 -0.14 5.85 2.30 3.52
US Shrt Core Bd TR Bond TR 01-18-18 -0.12 -0.27 -0.25 -0.44 0.81 0.85 0.93
Corporate
US Corp Bd TR Bond TR 01-18-18 -0.33 -0.76 -0.55 0.03 5.18 3.08 3.26
US Inter Corp Bd TR Bond TR 01-18-18 -0.36 -0.62 -0.53 -0.68 3.55 2.75 2.89
US Lng Corp Bd TR Bond TR 01-18-18 -0.45 -1.20 -0.82 0.58 8.19 4.07 4.45
US Shrt Corp Bd TR Bond TR 01-18-18 -0.12 -0.19 -0.15 -0.27 1.97 1.76 1.80
Government
US Gov Bd TR Bond TR 01-18-18 -0.30 -0.99 -0.98 -0.88 1.12 0.49 1.15
US Inter Gov Bd TR Bond TR 01-18-18 -0.38 -0.92 -0.95 -1.32 0.47 0.54 0.96
US Lng Gov Bd TR Bond TR 01-18-18 -0.52 -2.14 -2.10 -1.02 3.09 0.38 2.60
US Shrt Gov Bd TR Bond TR 01-18-18 -0.12 -0.30 -0.30 -0.53 0.25 0.42 0.58
Other
Mortgage TR Bond TR 01-18-18 -0.36 -0.68 -0.66 -0.53 1.95 1.86 2.38
US TIPS TR TR 01-18-18 0.07 -0.62 -0.11 0.62 1.90 1.30 0.12
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 01-18-18 -0.31 -0.78 -0.72 -0.44 2.39 1.51 1.99
BBgBarc US Government TR TR 01-18-18 -0.31 -0.91 -0.92 -0.82 0.97 0.50 1.15
BBgBarc US MBS TR TR 01-18-18 -0.34 -0.70 -0.63 -0.50 1.79 1.48 1.94
ICE BofAML US High Yield TR TR 01-18-18 -0.04 0.67 0.88 0.69 7.05 6.65 5.62
USTREAS T-Bill Auction Ave 3 --- 12-31-17 --- 0.97 0.12 0.32 0.97 0.45 0.29
USTREAS T-Bill Cnst Mat Rate 10 TR 12-31-17 --- 2.78 0.38 -0.02 2.78 1.33 1.03
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 01-18-18 0.07 -0.34 -0.15 -0.21 3.78 2.38 2.79
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 01-18-18 0.66 3.83 7.37 10.81 25.71 -0.72 -2.64
Euronext BEL 20 PR EUR PR 01-19-18 -0.12 4.56 3.44 2.29 15.72 6.99 10.37
Euronext Paris CAC 40 NR EUR TR 01-19-18 0.19 4.04 2.68 3.15 16.69 10.50 10.69
Euronext Paris CAC 40 PR EUR PR 01-19-18 0.17 4.03 2.67 2.95 14.16 7.94 8.11
FSE DAX PR EUR PR 01-18-18 0.59 2.82 -0.23 1.83 11.49 6.36 8.38
FSE DAX TR EUR TR 01-18-18 0.59 2.82 -0.23 1.83 14.50 9.31 11.51
FTSE 100 PR GBP PR 01-19-18 -0.62 0.56 2.47 2.76 7.25 5.49 4.67
FTSE 100 TR GBP TR 01-19-18 -0.58 0.61 2.61 3.39 11.56 9.66 8.67
FTSE 250 PR GBP PR 01-19-18 -0.99 -0.35 1.53 2.59 13.33 8.73 9.79
Hang Seng Hong Kong Composite PR HKD TR 01-19-18 2.01 7.55 10.46 13.75 42.10 11.13 6.38
Hang Seng HSI PR HKD PR 01-19-18 2.38 7.49 9.94 14.21 39.53 10.65 6.38
MSCI AC Far East Ex Japan PR USD PR 01-18-18 2.12 5.62 7.98 8.63 39.89 10.07 5.93
MSCI ACWI PR USD PR 01-18-18 1.31 4.62 4.89 8.28 24.50 9.43 8.82
MSCI EAFE NR USD TR 01-18-18 1.36 4.44 5.17 7.35 27.48 10.05 8.16
MSCI EAFE PR LCL PR 01-18-18 -0.04 2.51 2.15 3.79 14.22 7.00 8.09
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 01-18-18 0.04 2.08 1.65 2.18 11.78 6.11 6.35
MSCI EM Latin America PR USD PR 01-18-18 3.54 8.43 10.18 3.86 25.99 4.82 -4.87
MSCI EM PR LCL PR 01-18-18 2.12 5.06 7.10 6.38 30.08 9.76 6.04
MSCI EM PR USD PR 01-18-18 2.55 5.96 8.59 8.93 36.71 8.63 2.58
MSCI Europe NR USD TR 01-18-18 1.95 4.45 5.23 6.14 28.73 9.06 7.57
MSCI Europe PR LCL PR 01-18-18 0.07 2.28 1.54 1.79 11.60 6.43 6.69
MSCI Hong Kong PR USD PR 01-18-18 1.51 3.29 6.08 6.35 28.52 8.49 6.61
MSCI Japan NR USD TR 01-19-18 1.59 6.45 6.81 11.32 29.65 14.17 12.10
MSCI Japan PR LCL PR 01-19-18 0.97 4.55 4.47 9.32 22.18 9.90 14.79
MSCI North America NR USD TR 01-18-18 1.04 4.49 4.10 9.27 24.14 12.56 14.22
MSCI Pacific Ex Japan NR USD TR 01-18-18 0.80 2.31 4.74 6.07 22.31 8.69 5.21
MSCI Pacific Ex Japan PR LCL PR 01-18-18 -0.12 0.93 2.02 3.95 13.39 5.08 4.88
MSCI Pacific NR USD TR 01-18-18 0.35 4.43 5.03 9.49 25.71 12.19 9.37
MSCI Pacific PR LCL PR 01-18-18 -0.23 2.91 3.17 7.36 19.45 8.20 10.80
MSCI World ex USA NR USD TR 01-18-18 1.29 4.18 5.11 7.09 26.21 9.65 7.67
MSCI World Ex USA PR LCL PR 01-18-18 -0.04 2.37 2.06 3.79 13.51 6.78 7.82
Nikkei 225 Average PR JPY PR 01-19-18 0.65 4.58 4.11 11.00 24.83 11.85 16.88
S&P BSE SENSEX India INR PR 01-19-18 2.66 4.27 4.95 9.64 30.04 7.91 12.12
S&P/ASX All Ordinaries PR PR 01-19-18 -0.93 -0.78 -0.71 2.68 6.51 4.98 5.00
S&P/TSX Composite PR PR 01-18-18 -0.02 0.46 0.95 3.18 5.76 4.40 5.06
SIX SMI PR CHF PR 01-19-18 -0.39 1.36 1.18 2.99 14.95 5.27 5.23
SIX SMI TR CHF PR 01-19-18 -0.39 1.36 1.18 2.99 18.74 8.77 8.64
SSE Composite PR CNY PR 01-19-18 1.72 5.46 5.80 3.49 12.46 3.83 8.52
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 01-18-18 0.97 3.99 4.33 8.13 24.42 11.83 11.64
Con Tgt Risk TR USD TR 01-18-18 0.09 0.50 0.61 1.54 6.91 3.63 3.37
Mod Agg Tgt Risk TR USD TR 01-18-18 0.80 3.27 3.59 6.77 20.79 10.21 10.06
Mod Con Tgt Risk TR USD TR 01-18-18 0.30 1.41 1.57 3.26 11.38 5.97 5.83
Mod Tgt Risk TR USD TR 01-18-18 0.55 2.31 2.53 4.95 15.81 8.03 7.94
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 01-18-18 0.43 1.68 1.87 3.94 11.55 6.07 6.25
Lifetime Agg 2005 TR USD TR 01-18-18 0.45 1.74 1.94 4.15 12.34 6.44 6.75
Lifetime Agg 2010 TR USD TR 01-18-18 0.48 1.87 2.11 4.53 13.59 7.01 7.42
Lifetime Agg 2015 TR USD TR 01-18-18 0.53 2.10 2.36 5.02 15.12 7.71 8.24
Lifetime Agg 2020 TR USD TR 01-18-18 0.61 2.43 2.72 5.66 17.02 8.60 9.22
Lifetime Agg 2025 TR USD TR 01-18-18 0.71 2.87 3.19 6.43 19.25 9.63 10.24
Lifetime Agg 2030 TR USD TR 01-18-18 0.81 3.32 3.67 7.18 21.37 10.56 11.03
Lifetime Agg 2035 TR USD TR 01-18-18 0.88 3.63 4.02 7.69 22.83 11.16 11.42
Lifetime Agg 2040 TR USD TR 01-18-18 0.91 3.76 4.20 7.90 23.49 11.38 11.46
Lifetime Agg 2045 TR USD TR 01-18-18 0.93 3.78 4.25 7.92 23.67 11.39 11.36
Lifetime Agg 2050 TR USD TR 01-18-18 0.93 3.77 4.28 7.90 23.76 11.36 11.22
Lifetime Agg 2055 TR USD TR 01-18-18 0.94 3.76 4.31 7.87 23.83 11.32 11.08
Lifetime Agg Incm TR USD TR 01-18-18 0.43 1.68 1.87 3.94 11.55 6.09 6.18
Lifetime Con 2000 TR USD TR 01-18-18 0.20 0.64 0.86 1.94 6.46 3.49 3.16
Lifetime Con 2005 TR USD TR 01-18-18 0.20 0.61 0.84 2.02 6.90 3.67 3.47
Lifetime Con 2010 TR USD TR 01-18-18 0.20 0.61 0.87 2.23 7.73 4.03 3.96
Lifetime Con 2015 TR USD TR 01-18-18 0.23 0.70 0.98 2.55 8.83 4.52 4.57
Lifetime Con 2020 TR USD TR 01-18-18 0.27 0.86 1.15 2.95 10.11 5.11 5.27
Lifetime Con 2025 TR USD TR 01-18-18 0.32 1.09 1.40 3.42 11.58 5.80 6.09
Lifetime Con 2030 TR USD TR 01-18-18 0.39 1.46 1.77 4.06 13.46 6.72 7.14
Lifetime Con 2035 TR USD TR 01-18-18 0.50 1.97 2.30 4.91 15.87 7.86 8.30
Lifetime Con 2040 TR USD TR 01-18-18 0.62 2.52 2.88 5.82 18.35 9.00 9.29
Lifetime Con 2045 TR USD TR 01-18-18 0.72 2.95 3.34 6.52 20.23 9.79 9.85
Lifetime Con 2050 TR USD TR 01-18-18 0.77 3.14 3.57 6.84 21.17 10.15 10.04
Lifetime Con 2055 TR USD TR 01-18-18 0.80 3.22 3.68 6.97 21.62 10.28 10.04
Lifetime Con Incm TR USD TR 01-18-18 0.20 0.64 0.86 1.94 6.46 3.51 3.12
Lifetime Mod 2000 TR USD TR 01-18-18 0.31 1.14 1.34 2.93 8.92 4.75 4.72
Lifetime Mod 2005 TR USD TR 01-18-18 0.32 1.15 1.37 3.07 9.51 5.01 5.11
Lifetime Mod 2010 TR USD TR 01-18-18 0.34 1.21 1.46 3.35 10.50 5.45 5.66
Lifetime Mod 2015 TR USD TR 01-18-18 0.38 1.36 1.63 3.73 11.76 6.02 6.35
Lifetime Mod 2020 TR USD TR 01-18-18 0.43 1.59 1.88 4.23 13.28 6.74 7.20
Lifetime Mod 2025 TR USD TR 01-18-18 0.51 1.96 2.27 4.91 15.29 7.70 8.28
Lifetime Mod 2030 TR USD TR 01-18-18 0.62 2.47 2.80 5.77 17.73 8.84 9.41
Lifetime Mod 2035 TR USD TR 01-18-18 0.73 2.98 3.35 6.62 20.08 9.90 10.30
Lifetime Mod 2040 TR USD TR 01-18-18 0.82 3.34 3.75 7.22 21.74 10.58 10.78
Lifetime Mod 2045 TR USD TR 01-18-18 0.86 3.51 3.95 7.48 22.54 10.87 10.88
Lifetime Mod 2050 TR USD TR 01-18-18 0.87 3.54 4.02 7.53 22.79 10.91 10.81
Lifetime Mod 2055 TR USD TR 01-18-18 0.88 3.55 4.07 7.54 22.95 10.91 10.70
Lifetime Mod Incm TR USD TR 01-18-18 0.31 1.14 1.34 2.93 8.92 4.76 4.66
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 01-18-18 0.31 1.62 4.53 6.87 2.74 -1.28 -2.67
Lng/Shrt Cmdty TR TR 01-18-18 0.43 2.06 4.01 7.14 3.68 -1.44 -1.36
Lng-Only Cmdty TR TR 01-18-18 0.39 1.44 5.95 7.62 3.60 -3.59 -9.24
Shrt/Flt Cmdty TR TR 01-18-18 -0.08 0.20 -1.37 -0.24 -0.76 -0.64 1.03
Shrt-Only Cmdty TR TR 01-18-18 -0.40 -1.51 -5.85 -6.28 -2.77 -0.29 6.79
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