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 03-22-19 -0.94 12.59 0.00 16.93 7.40 13.28 10.25
Style
US Core TR 03-22-19 -1.27 12.03 -0.39 15.76 5.17 11.89 9.44
US Growth TR 03-22-19 -0.30 16.12 1.21 22.51 11.42 17.14 12.87
US Large Cap TR 03-22-19 -0.70 11.93 0.78 16.34 8.59 13.72 10.98
US Large Core TR 03-22-19 -1.08 11.31 0.57 15.12 5.54 12.39 10.03
US Large Growth TR 03-22-19 -0.07 14.23 1.29 19.99 11.23 17.24 13.87
US Large Val TR 03-22-19 -1.33 9.35 -0.49 12.50 6.60 10.83 8.59
US Mid Cap TR 03-22-19 -1.18 14.87 -1.19 18.86 5.48 12.39 8.95
US Mid Core TR 03-22-19 -1.30 14.62 -1.85 18.07 4.30 10.62 8.47
US Mid Growth TR 03-22-19 -0.74 18.76 0.81 25.33 10.39 16.30 10.15
US Mid Val TR 03-22-19 -1.56 10.98 -2.66 13.03 1.61 10.13 8.09
US Small Cap TR 03-22-19 -2.76 12.93 -4.53 17.54 0.48 11.12 6.31
US Small Core TR 03-22-19 -2.99 11.64 -5.11 15.41 -1.02 9.67 5.79
US Small Growth TR 03-22-19 -1.93 17.50 -1.93 24.72 6.06 16.76 8.76
US Small Val TR 03-22-19 -3.30 9.90 -6.55 12.98 -3.13 7.07 4.36
US Value TR 03-22-19 -1.51 9.70 -1.30 12.65 5.01 10.50 8.24
Sector
US Cyclcl Sup Sec TR 03-22-19 -2.19 10.74 -1.74 15.59 2.67 13.32 9.66
US Basic Materials TR 03-21-19 1.51 12.61 0.52 16.93 -6.02 9.26 4.85
US Consumr Cyclcl TR 03-22-19 -0.19 12.37 -0.41 18.35 7.77 14.11 11.44
US Financial Services TR 03-22-19 -4.38 8.75 -3.19 13.87 -2.85 15.29 9.66
US Real Estate TR 03-22-19 0.28 14.86 0.76 15.26 20.36 7.44 8.83
US Dfnsve Sup Sec TR 03-22-19 -0.65 8.08 0.11 11.33 13.47 10.00 10.48
US Consumr Dfnsve TR 03-22-19 0.62 9.74 1.80 11.61 9.55 5.34 8.64
US Healthcare TR 03-22-19 -1.59 6.53 -1.43 11.60 13.37 12.50 11.23
US Utilities TR 03-22-19 0.46 11.14 3.04 9.36 22.33 10.82 11.61
US Snstve Sup Sec TR 03-22-19 -0.08 16.99 1.39 21.61 8.02 15.38 10.66
US Commun Svc Capped TR 03-22-19 0.01 16.69 1.77 19.08 16.70 8.85 9.12
US Energy Capped TR 03-22-19 -0.02 15.21 0.15 18.02 -1.09 3.57 -3.71
US Industrials TR 03-22-19 -1.43 14.34 -3.20 18.57 2.61 11.89 9.30
US Technology TR 03-22-19 0.42 19.17 3.69 24.94 11.98 22.41 17.11
Moat
Morningstar Wide Moat Focus TR 03-22-19 -2.12 11.92 -1.56 15.58 13.58 16.31 12.14
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 03-22-19 -1.34 9.97 -1.83 14.30 8.93 15.96 12.05
NASDAQ Composite PR PR 03-22-19 -0.60 15.18 1.53 20.68 6.64 16.60 12.31
NYSE Composite PR --- 03-22-19 -1.39 10.24 -1.22 13.61 1.31 7.15 3.83
Russell 2000 TR TR 03-22-19 -3.05 11.99 -5.16 16.98 -1.13 12.66 6.21
S&P 500 TR TR 03-22-19 -0.75 12.26 0.47 16.51 8.07 13.24 10.71
S&P MidCap 400 TR 03-22-19 -2.15 11.93 -3.92 15.60 0.51 10.82 7.79
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 03-21-19 0.61 2.15 1.14 2.63 4.51 2.04 2.75
US Inter Core Bd TR Bond TR 03-22-19 0.71 2.28 1.24 2.90 4.94 2.05 2.83
US Lng Core Bd TR Bond TR 03-22-19 1.95 4.98 2.69 5.32 6.10 3.41 4.71
US Shrt Core Bd TR Bond TR 03-22-19 0.37 1.36 0.72 1.72 3.37 1.52 1.40
Corporate
US Corp Bd TR Bond TR 03-21-19 0.82 4.06 1.60 4.31 4.79 3.64 3.58
US Inter Corp Bd TR Bond TR 03-22-19 0.87 4.42 1.85 4.90 6.13 3.54 3.45
US Lng Corp Bd TR Bond TR 03-22-19 1.86 6.68 2.81 6.77 5.64 5.00 4.94
US Shrt Corp Bd TR Bond TR 03-22-19 0.41 2.16 0.93 2.49 4.24 2.45 2.09
Government
US Gov Bd TR Bond TR 03-21-19 0.56 1.22 0.96 1.77 4.16 1.06 2.04
US Inter Gov Bd TR Bond TR 03-21-19 0.47 1.32 0.99 2.08 4.56 1.10 2.03
US Lng Gov Bd TR Bond TR 03-22-19 2.06 3.21 2.57 3.81 6.62 1.61 4.53
US Shrt Gov Bd TR Bond TR 03-22-19 0.35 0.99 0.62 1.37 2.97 1.08 1.09
Other
Mortgage TR Bond TR 03-22-19 0.63 1.99 1.08 2.58 4.72 1.99 2.94
US TIPS TR TR 03-22-19 0.92 3.23 1.59 3.50 3.29 2.13 2.02
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 03-22-19 0.87 2.61 1.38 3.08 4.68 2.19 2.72
BBgBarc US Government TR TR 03-22-19 0.85 1.73 1.23 2.27 4.38 1.25 2.11
BBgBarc US MBS TR TR 03-22-19 0.64 2.00 1.09 2.58 4.66 1.88 2.64
ICE BofAML US High Yield TR TR 03-22-19 0.26 6.95 1.00 7.20 5.49 8.39 4.67
USTREAS T-Bill Auction Ave 3 --- 02-28-19 --- 0.41 0.21 0.62 2.18 1.23 0.76
USTREAS T-Bill Cnst Mat Rate 10 TR 02-28-19 --- 0.08 -0.66 3.11 4.10 -0.62 2.15
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 03-22-19 0.67 2.48 1.25 2.67 5.21 2.74 3.72
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 03-22-19 0.03 3.18 -2.30 5.72 -14.51 -1.56 -5.65
Euronext BEL 20 PR EUR PR 03-22-19 -1.42 10.64 0.45 10.73 -6.99 1.57 3.08
Euronext Paris CAC 40 NR EUR TR 03-22-19 -2.41 11.55 1.14 12.41 4.37 8.47 6.44
Euronext Paris CAC 40 PR EUR PR 03-22-19 -2.50 11.40 1.04 12.26 1.99 5.94 3.98
FSE DAX PR EUR PR 03-22-19 -2.75 7.19 -0.86 6.43 -8.83 1.44 1.14
FSE DAX TR EUR TR 03-22-19 -2.75 7.63 -0.82 6.87 -6.08 4.39 3.99
FTSE 100 PR GBP PR 03-22-19 -0.29 7.13 0.40 7.24 3.67 5.19 1.91
FTSE 100 TR GBP TR 03-22-19 -0.20 8.35 0.93 8.56 8.22 9.55 5.97
FTSE 250 PR GBP PR 03-22-19 -2.53 8.55 -1.41 8.92 -2.04 3.97 3.29
Hang Seng Hong Kong Composite PR HKD TR 03-22-19 0.38 12.98 0.50 13.48 -9.58 11.35 5.38
Hang Seng HSI PR HKD PR 03-22-19 0.35 12.64 1.03 13.05 -6.30 12.10 6.31
MSCI AC Far East Ex Japan PR USD PR 03-22-19 1.09 12.00 0.45 12.69 -10.73 9.65 4.62
MSCI ACWI PR USD PR 03-22-19 -0.56 11.02 0.34 13.74 -0.51 8.42 4.58
MSCI EAFE NR USD TR 03-22-19 -0.34 10.09 1.05 11.05 -3.88 7.33 2.90
MSCI EAFE PR LCL PR 03-22-19 -0.64 9.41 0.45 9.74 -0.38 5.11 3.54
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 03-22-19 -1.11 9.78 0.44 10.21 1.34 4.99 2.81
MSCI EM Latin America PR USD PR 03-22-19 -4.83 5.73 -6.50 7.59 -10.43 7.88 -1.92
MSCI EM PR LCL PR 03-22-19 0.25 9.39 0.47 10.11 -6.54 8.64 5.36
MSCI EM PR USD PR 03-22-19 0.22 9.72 0.09 10.69 -11.46 8.46 2.32
MSCI Europe NR USD TR 03-22-19 -1.59 10.42 1.07 10.93 -3.61 6.65 1.37
MSCI Europe PR LCL PR 03-22-19 -1.44 9.73 0.54 9.81 1.07 4.67 2.69
MSCI Hong Kong PR USD PR 03-22-19 0.47 13.61 -0.66 14.25 1.23 10.84 6.86
MSCI Japan NR USD TR 03-22-19 2.48 8.33 1.38 9.90 -7.35 8.09 6.97
MSCI Japan PR LCL PR 03-22-19 0.83 8.33 0.45 8.34 -5.30 5.43 6.53
MSCI North America NR USD TR 03-22-19 -0.79 12.50 0.31 16.70 7.11 12.40 9.39
MSCI Pacific Ex Japan NR USD TR 03-22-19 0.59 11.83 0.34 13.95 1.39 10.09 4.43
MSCI Pacific Ex Japan PR LCL PR 03-22-19 0.50 9.99 -0.02 12.26 2.09 7.28 3.56
MSCI Pacific NR USD TR 03-22-19 1.83 9.50 1.03 11.25 -4.52 8.76 6.02
MSCI Pacific PR LCL PR 03-22-19 0.71 8.88 0.29 9.63 -2.89 6.09 5.33
MSCI World ex USA NR USD TR 03-22-19 -0.40 10.50 0.85 11.59 -3.32 7.36 2.74
MSCI World Ex USA PR LCL PR 03-22-19 -0.64 9.66 0.44 10.22 0.02 5.20 3.43
Nikkei 225 Average PR JPY PR 03-22-19 0.82 8.06 0.94 7.25 0.16 8.25 8.74
S&P BSE SENSEX India INR PR 03-22-19 0.37 5.81 6.39 6.78 15.63 14.64 11.90
S&P/ASX All Ordinaries PR PR 03-22-19 0.25 10.01 0.62 13.51 3.93 6.29 3.24
S&P/TSX Composite PR PR 03-22-19 -0.32 12.33 0.48 15.46 4.48 6.04 2.33
SIX SMI PR CHF PR 03-22-19 -1.73 10.56 -0.32 10.72 7.89 5.87 2.37
SIX SMI TR CHF PR 03-22-19 -1.73 11.82 0.82 11.98 11.41 9.45 5.74
SSE Composite PR CNY PR 03-22-19 2.73 24.47 10.70 23.36 -4.88 1.15 8.68
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 03-22-19 -0.71 11.26 -0.10 14.04 2.62 11.24 7.10
Con Tgt Risk TR USD TR 03-22-19 0.45 4.34 1.01 5.24 4.21 4.14 3.13
Mod Agg Tgt Risk TR USD TR 03-21-19 1.25 11.21 1.88 13.59 3.04 10.36 6.64
Mod Con Tgt Risk TR USD TR 03-22-19 0.13 6.20 0.73 7.58 4.25 6.19 4.44
Mod Tgt Risk TR USD TR 03-21-19 1.07 8.89 1.71 10.75 3.68 8.31 5.60
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 03-21-19 0.90 7.44 1.47 8.92 3.85 6.65 4.68
Lifetime Agg 2005 TR USD TR 03-21-19 0.94 7.70 1.52 9.22 3.89 7.00 4.93
Lifetime Agg 2010 TR USD TR 03-21-19 1.03 8.31 1.61 9.92 3.93 7.53 5.26
Lifetime Agg 2015 TR USD TR 03-21-19 1.10 9.03 1.69 10.79 3.90 8.18 5.65
Lifetime Agg 2020 TR USD TR 03-21-19 1.17 9.91 1.76 11.85 3.77 9.00 6.11
Lifetime Agg 2025 TR USD TR 03-21-19 1.23 10.94 1.81 13.12 3.51 9.93 6.58
Lifetime Agg 2030 TR USD TR 03-22-19 -0.51 10.52 0.05 12.92 3.22 10.29 6.68
Lifetime Agg 2035 TR USD TR 03-22-19 -0.66 11.09 -0.11 13.66 2.81 10.75 6.83
Lifetime Agg 2040 TR USD TR 03-22-19 -0.72 11.36 -0.20 13.99 2.49 10.90 6.83
Lifetime Agg 2045 TR USD TR 03-22-19 -0.73 11.40 -0.22 14.02 2.28 10.89 6.75
Lifetime Agg 2050 TR USD TR 03-22-19 -0.73 11.39 -0.23 13.97 2.10 10.85 6.67
Lifetime Agg 2055 TR USD TR 03-22-19 -0.72 11.38 -0.23 13.91 1.94 10.81 6.58
Lifetime Agg Incm TR USD TR 03-21-19 0.90 7.44 1.47 8.92 3.85 6.65 4.67
Lifetime Con 2000 TR USD TR 03-22-19 0.28 4.37 0.76 5.18 3.61 4.12 3.03
Lifetime Con 2005 TR USD TR 03-22-19 0.32 4.54 0.83 5.36 3.70 4.30 3.22
Lifetime Con 2010 TR USD TR 03-22-19 0.41 5.00 0.94 5.87 3.93 4.65 3.51
Lifetime Con 2015 TR USD TR 03-22-19 0.45 5.54 1.01 6.49 4.11 5.12 3.85
Lifetime Con 2020 TR USD TR 03-22-19 0.45 6.11 1.02 7.18 4.21 5.66 4.21
Lifetime Con 2025 TR USD TR 03-22-19 0.40 6.71 0.98 7.92 4.24 6.28 4.60
Lifetime Con 2030 TR USD TR 03-22-19 0.29 7.40 0.87 8.79 4.18 7.09 5.07
Lifetime Con 2035 TR USD TR 03-21-19 1.17 8.95 1.73 10.60 3.82 8.33 5.71
Lifetime Con 2040 TR USD TR 03-21-19 1.22 10.14 1.76 12.08 3.47 9.38 6.21
Lifetime Con 2045 TR USD TR 03-21-19 1.26 11.11 1.78 13.29 3.09 10.10 6.50
Lifetime Con 2050 TR USD TR 03-22-19 -0.42 10.28 0.09 12.54 2.82 9.97 6.33
Lifetime Con 2055 TR USD TR 03-22-19 -0.46 10.45 0.05 12.74 2.60 10.07 6.31
Lifetime Con Incm TR USD TR 03-22-19 0.28 4.37 0.76 5.18 3.61 4.12 3.02
Lifetime Mod 2000 TR USD TR 03-22-19 0.09 5.61 0.61 6.75 3.82 5.25 3.78
Lifetime Mod 2005 TR USD TR 03-22-19 0.12 5.81 0.65 6.98 3.90 5.50 3.99
Lifetime Mod 2010 TR USD TR 03-22-19 0.17 6.31 0.72 7.54 4.04 5.92 4.29
Lifetime Mod 2015 TR USD TR 03-22-19 0.18 6.87 0.75 8.20 4.12 6.44 4.63
Lifetime Mod 2020 TR USD TR 03-21-19 1.09 8.10 1.67 9.58 4.02 7.27 5.14
Lifetime Mod 2025 TR USD TR 03-21-19 1.15 9.01 1.73 10.68 3.91 8.17 5.64
Lifetime Mod 2030 TR USD TR 03-21-19 1.21 10.14 1.78 12.08 3.66 9.23 6.18
Lifetime Mod 2035 TR USD TR 03-22-19 -0.37 10.01 0.18 12.21 3.36 9.76 6.37
Lifetime Mod 2040 TR USD TR 03-22-19 -0.53 10.66 0.00 13.05 2.93 10.31 6.57
Lifetime Mod 2045 TR USD TR 03-22-19 -0.62 10.98 -0.10 13.46 2.60 10.51 6.59
Lifetime Mod 2050 TR USD TR 03-22-19 -0.63 11.07 -0.13 13.54 2.38 10.53 6.54
Lifetime Mod 2055 TR USD TR 03-22-19 -0.63 11.09 -0.14 13.54 2.21 10.53 6.47
Lifetime Mod Incm TR USD TR 03-22-19 0.09 5.61 0.61 6.75 3.82 5.25 3.77
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 03-22-19 0.07 1.57 -0.16 -0.02 -3.52 -2.03 -2.79
Lng/Shrt Cmdty TR TR 03-22-19 0.12 1.64 0.61 0.04 -0.82 -2.08 -1.94
Lng-Only Cmdty TR TR 03-22-19 -0.01 11.06 -0.71 8.94 -1.79 3.57 -9.56
Shrt/Flt Cmdty TR TR 03-21-19 -0.67 -8.75 -0.11 -8.40 -1.00 -1.55 -0.05
Shrt-Only Cmdty TR TR 03-22-19 0.12 -8.88 1.15 -7.08 2.27 -4.41 7.67
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