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 01-14-19 1.50 3.48 -0.20 -6.00 -5.67 12.75 8.87
Style
US Core TR 01-14-19 1.89 2.90 -0.86 -8.04 -9.84 11.42 8.26
US Growth TR 01-14-19 1.55 4.25 0.78 -5.84 -0.31 14.77 10.84
US Large Cap TR 01-14-19 1.16 2.83 -0.63 -6.39 -4.85 12.84 9.49
US Large Core TR 01-14-19 1.51 1.98 -1.57 -9.47 -10.10 11.47 8.74
US Large Growth TR 01-14-19 1.22 3.57 0.13 -5.30 0.80 15.02 11.98
US Large Val TR 01-14-19 0.87 2.85 -0.53 -3.73 -6.18 11.60 7.45
US Mid Cap TR 01-14-19 2.33 4.81 0.63 -4.50 -7.38 12.52 7.68
US Mid Core TR 01-14-19 2.83 4.83 0.50 -3.81 -9.48 10.71 7.31
US Mid Growth TR 01-14-19 2.19 4.70 1.71 -5.39 -3.06 14.08 8.01
US Mid Val TR 01-14-19 1.93 4.92 -0.31 -4.19 -9.60 12.68 7.66
US Small Cap TR 01-14-19 2.71 6.65 1.86 -6.30 -9.42 12.64 5.75
US Small Core TR 01-14-19 2.79 6.39 1.98 -4.86 -11.19 11.82 5.78
US Small Growth TR 01-14-19 2.57 6.24 1.72 -6.94 -3.38 15.10 6.82
US Small Val TR 01-14-19 2.78 7.42 2.22 -6.81 -13.28 10.93 4.57
US Value TR 01-14-19 1.20 3.51 -0.31 -4.01 -7.30 11.81 7.33
Sector
US Cyclcl Sup Sec TR 01-14-19 1.69 4.67 1.90 -3.85 -6.44 13.58 8.96
US Basic Materials TR 01-14-19 1.02 3.34 2.78 -5.59 -19.24 11.78 3.84
US Consumr Cyclcl TR 01-14-19 1.37 6.10 2.56 -3.17 0.25 14.76 10.51
US Financial Services TR 01-14-19 1.70 3.98 2.43 -5.27 -10.71 14.83 9.14
US Real Estate TR 01-14-19 3.34 3.76 -2.74 2.62 4.23 6.42 7.90
US Dfnsve Sup Sec TR 01-14-19 0.61 0.97 -3.01 -3.09 0.05 9.01 9.50
US Consumr Dfnsve TR 01-14-19 0.41 1.53 -3.97 -1.54 -6.89 5.20 7.08
US Healthcare TR 01-14-19 0.97 1.28 -1.45 -4.37 2.07 10.79 10.64
US Utilities TR 01-14-19 -0.59 -1.60 -7.56 -0.89 7.90 10.30 10.53
US Snstve Sup Sec TR 01-14-19 1.90 4.05 -0.21 -9.41 -8.25 14.58 8.47
US Commun Svc Capped TR 01-14-19 0.50 6.62 0.60 1.51 -0.40 9.26 7.12
US Energy Capped TR 01-14-19 2.05 8.75 1.08 -16.02 -18.19 5.96 -4.44
US Industrials TR 01-14-19 3.20 5.06 1.77 -7.51 -12.33 13.15 7.51
US Technology TR 01-14-19 1.36 2.28 -1.52 -10.24 -4.14 19.13 14.30
Moat
Morningstar Wide Moat Focus TR 01-14-19 1.87 3.79 -0.55 -3.02 -2.01 17.83 10.51
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 01-14-19 1.63 2.56 -0.73 -5.08 -5.21 16.24 10.51
NASDAQ Composite PR PR 01-14-19 1.21 4.08 -0.07 -7.88 -4.89 14.38 10.55
NYSE Composite PR --- 01-14-19 1.66 3.73 0.37 -5.15 -11.25 7.43 2.67
Russell 2000 TR TR 01-14-19 1.97 6.28 1.70 -7.00 -8.80 13.35 5.69
S&P 500 TR TR 01-14-19 1.34 3.10 -0.52 -6.18 -5.47 12.63 9.26
S&P MidCap 400 TR 01-14-19 2.98 5.45 1.29 -5.88 -9.38 12.59 7.10
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 01-14-19 0.01 0.12 1.08 2.42 0.63 1.85 2.52
US Inter Core Bd TR Bond TR 01-14-19 0.09 0.17 1.25 2.76 1.50 1.70 2.54
US Lng Core Bd TR Bond TR 01-14-19 -0.24 0.12 1.25 2.98 -2.09 2.93 4.23
US Shrt Core Bd TR Bond TR 01-14-19 0.11 0.05 0.66 1.39 1.68 1.24 1.16
Corporate
US Corp Bd TR Bond TR 01-14-19 0.23 0.41 0.81 1.06 -1.48 3.22 3.14
US Inter Corp Bd TR Bond TR 01-14-19 0.49 0.46 1.12 1.49 0.37 2.77 2.80
US Lng Corp Bd TR Bond TR 01-14-19 0.12 0.56 0.72 0.85 -4.35 4.32 4.24
US Shrt Corp Bd TR Bond TR 01-14-19 0.22 0.18 0.71 1.10 1.59 2.01 1.76
Government
US Gov Bd TR Bond TR 01-14-19 -0.12 -0.09 1.15 3.03 1.48 1.02 1.89
US Inter Gov Bd TR Bond TR 01-14-19 0.08 0.03 1.30 3.19 2.09 1.00 1.83
US Lng Gov Bd TR Bond TR 01-14-19 -0.62 -0.33 1.84 5.39 0.49 1.36 4.34
US Shrt Gov Bd TR Bond TR 01-14-19 0.07 -0.01 0.64 1.53 1.73 0.87 0.89
Other
Mortgage TR Bond TR 01-14-19 0.00 0.16 1.26 2.88 1.52 1.72 2.73
US TIPS TR TR 01-14-19 0.08 0.53 1.10 1.00 -0.10 2.18 1.59
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 01-14-19 -0.06 0.12 1.04 2.28 0.63 1.85 2.41
BBgBarc US Government TR TR 01-14-19 -0.22 -0.08 1.10 2.85 1.47 1.02 1.87
BBgBarc US MBS TR TR 01-14-19 0.01 0.15 1.21 2.80 1.52 1.55 2.43
ICE BofAML US High Yield TR TR 01-14-19 0.93 3.03 0.81 -0.87 -0.04 8.96 4.28
USTREAS T-Bill Auction Ave 3 --- 12-31-18 --- 2.02 0.21 0.60 2.02 1.11 0.68
USTREAS T-Bill Cnst Mat Rate 10 TR 12-31-18 --- 0.26 3.02 3.91 0.26 1.04 2.89
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 01-14-19 -0.02 0.36 1.07 2.84 2.11 2.16 3.64
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 01-14-19 1.00 0.97 3.07 -2.26 -16.01 2.07 -6.43
Euronext BEL 20 PR EUR PR 01-15-19 1.15 5.50 1.11 -2.41 -17.83 0.37 2.96
Euronext Paris CAC 40 NR EUR TR 01-14-19 0.92 0.68 -1.76 -6.33 -11.66 5.85 4.58
Euronext Paris CAC 40 PR EUR PR 01-14-19 0.92 0.68 -1.87 -6.54 -13.67 3.36 2.19
FSE DAX PR EUR PR 01-14-19 1.01 2.81 -0.11 -5.82 -20.36 0.57 -0.18
FSE DAX TR EUR TR 01-15-19 0.81 3.15 0.24 -6.22 -17.49 4.50 2.27
FTSE 100 PR GBP PR 01-15-19 0.49 2.48 0.73 -1.91 -11.25 5.91 0.22
FTSE 100 TR GBP TR 01-15-19 0.49 2.49 0.84 -1.26 -7.45 10.27 4.16
FTSE 250 PR GBP PR 01-15-19 1.40 5.30 4.32 -1.99 -11.53 4.48 2.50
Hang Seng Hong Kong Composite PR HKD TR 01-15-19 3.20 2.83 1.01 4.17 -18.16 10.00 2.10
Hang Seng HSI PR HKD PR 01-15-19 3.42 3.54 2.55 5.17 -14.61 11.09 3.16
MSCI AC Far East Ex Japan PR USD PR 01-14-19 1.64 1.82 0.39 -0.28 -19.26 10.05 2.03
MSCI ACWI PR USD PR 01-14-19 1.48 3.34 0.50 -4.83 -11.70 8.25 3.04
MSCI EAFE NR USD TR 01-14-19 1.56 3.50 1.65 -3.51 -13.93 6.88 1.32
MSCI EAFE PR LCL PR 01-14-19 1.21 2.57 -0.82 -4.27 -13.44 3.21 1.63
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 01-14-19 1.13 2.53 0.06 -2.51 -12.06 3.38 1.22
MSCI EM Latin America PR USD PR 01-14-19 3.09 10.43 11.16 6.55 -5.13 19.01 -1.81
MSCI EM PR LCL PR 01-14-19 1.65 2.09 0.87 0.09 -13.52 9.68 3.44
MSCI EM PR USD PR 01-14-19 1.51 2.80 2.14 1.29 -17.83 11.14 0.35
MSCI Europe NR USD TR 01-14-19 1.37 3.17 1.50 -3.62 -15.22 5.83 -0.01
MSCI Europe PR LCL PR 01-14-19 1.02 2.54 -0.44 -3.11 -13.09 2.91 1.06
MSCI Hong Kong PR USD PR 01-14-19 2.27 2.52 1.43 5.20 -10.17 9.21 3.70
MSCI Japan NR USD TR 01-15-19 1.96 4.70 1.84 -4.28 -14.00 7.52 4.07
MSCI Japan PR LCL PR 01-15-19 1.86 3.55 -2.70 -7.26 -17.16 2.95 2.99
MSCI North America NR USD TR 01-14-19 1.49 3.44 -0.25 -6.14 -6.30 11.94 7.97
MSCI Pacific Ex Japan NR USD TR 01-14-19 2.48 3.96 3.39 2.63 -8.37 12.16 3.28
MSCI Pacific Ex Japan PR LCL PR 01-14-19 1.73 2.37 2.75 0.73 -7.08 6.75 2.13
MSCI Pacific NR USD TR 01-14-19 1.89 4.03 1.94 -3.30 -11.81 9.07 3.88
MSCI Pacific PR LCL PR 01-14-19 1.56 2.61 -1.43 -6.19 -14.14 3.96 2.75
MSCI World ex USA NR USD TR 01-14-19 1.76 3.87 1.81 -3.54 -13.75 7.27 1.23
MSCI World Ex USA PR LCL PR 01-14-19 1.40 2.75 -0.54 -4.13 -13.03 3.48 1.65
Nikkei 225 Average PR JPY PR 01-15-19 1.74 2.70 -3.83 -7.71 -13.32 6.23 5.39
S&P BSE SENSEX India INR PR 01-15-19 0.94 0.69 0.99 4.17 4.23 14.09 11.27
S&P/ASX All Ordinaries PR PR 01-15-19 1.53 2.84 3.40 -1.28 -5.11 5.87 2.24
S&P/TSX Composite PR PR 01-14-19 3.25 4.56 2.61 -2.85 -8.17 6.68 1.81
SIX SMI PR CHF PR 01-15-19 2.26 4.69 1.27 1.98 -7.47 2.87 0.94
SIX SMI TR CHF PR 01-15-19 2.26 4.69 1.27 1.98 -4.27 6.44 4.28
SSE Composite PR CNY PR 01-15-19 1.74 3.07 -0.90 0.09 -24.63 -3.95 4.90
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 01-14-19 1.62 3.58 0.94 -3.56 -8.17 11.51 5.85
Con Tgt Risk TR USD TR 01-14-19 0.40 0.93 1.18 1.20 -0.83 4.07 2.65
Mod Agg Tgt Risk TR USD TR 01-14-19 1.36 3.00 1.06 -2.36 -6.70 10.09 5.28
Mod Con Tgt Risk TR USD TR 01-14-19 0.70 1.59 1.13 0.01 -2.64 6.15 3.75
Mod Tgt Risk TR USD TR 01-14-19 1.03 2.29 1.15 -1.10 -4.60 8.13 4.56
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 01-14-19 0.87 1.95 0.88 -1.17 -2.76 6.49 3.86
Lifetime Agg 2005 TR USD TR 01-14-19 0.89 2.02 0.90 -1.22 -3.03 6.87 4.09
Lifetime Agg 2010 TR USD TR 01-14-19 0.95 2.17 0.94 -1.35 -3.60 7.38 4.35
Lifetime Agg 2015 TR USD TR 01-14-19 1.03 2.38 0.97 -1.60 -4.27 8.02 4.65
Lifetime Agg 2020 TR USD TR 01-14-19 1.15 2.64 0.97 -2.00 -5.06 8.83 5.00
Lifetime Agg 2025 TR USD TR 01-14-19 1.31 2.97 0.94 -2.56 -6.01 9.75 5.33
Lifetime Agg 2030 TR USD TR 01-14-19 1.48 3.32 0.90 -3.19 -6.99 10.56 5.57
Lifetime Agg 2035 TR USD TR 01-14-19 1.61 3.59 0.86 -3.66 -7.77 11.04 5.66
Lifetime Agg 2040 TR USD TR 01-14-19 1.68 3.73 0.87 -3.86 -8.21 11.20 5.62
Lifetime Agg 2045 TR USD TR 01-14-19 1.70 3.77 0.90 -3.85 -8.39 11.21 5.53
Lifetime Agg 2050 TR USD TR 01-14-19 1.71 3.78 0.94 -3.79 -8.51 11.21 5.44
Lifetime Agg 2055 TR USD TR 01-14-19 1.71 3.79 0.97 -3.71 -8.61 11.20 5.35
Lifetime Agg Incm TR USD TR 01-14-19 0.87 1.95 0.88 -1.17 -2.76 6.48 3.84
Lifetime Con 2000 TR USD TR 01-14-19 0.49 1.13 0.93 0.24 -0.66 4.20 2.60
Lifetime Con 2005 TR USD TR 01-14-19 0.48 1.15 0.96 0.29 -0.85 4.40 2.79
Lifetime Con 2010 TR USD TR 01-14-19 0.50 1.23 1.04 0.36 -1.25 4.72 3.03
Lifetime Con 2015 TR USD TR 01-14-19 0.53 1.36 1.10 0.31 -1.75 5.18 3.31
Lifetime Con 2020 TR USD TR 01-14-19 0.60 1.52 1.15 0.17 -2.30 5.71 3.61
Lifetime Con 2025 TR USD TR 01-14-19 0.68 1.71 1.18 -0.06 -2.90 6.36 3.94
Lifetime Con 2030 TR USD TR 01-14-19 0.80 1.97 1.19 -0.44 -3.62 7.22 4.32
Lifetime Con 2035 TR USD TR 01-14-19 0.97 2.32 1.17 -1.05 -4.56 8.29 4.73
Lifetime Con 2040 TR USD TR 01-14-19 1.17 2.72 1.13 -1.77 -5.64 9.30 5.06
Lifetime Con 2045 TR USD TR 01-14-19 1.34 3.06 1.09 -2.37 -6.57 9.96 5.22
Lifetime Con 2050 TR USD TR 01-14-19 1.43 3.24 1.08 -2.67 -7.12 10.27 5.24
Lifetime Con 2055 TR USD TR 01-14-19 1.47 3.33 1.10 -2.76 -7.42 10.38 5.20
Lifetime Con Incm TR USD TR 01-14-19 0.49 1.13 0.93 0.24 -0.66 4.20 2.58
Lifetime Mod 2000 TR USD TR 01-14-19 0.69 1.56 0.90 -0.47 -1.72 5.32 3.22
Lifetime Mod 2005 TR USD TR 01-14-19 0.70 1.60 0.92 -0.47 -1.94 5.60 3.42
Lifetime Mod 2010 TR USD TR 01-14-19 0.73 1.71 0.98 -0.50 -2.41 6.00 3.66
Lifetime Mod 2015 TR USD TR 01-14-19 0.79 1.87 1.03 -0.64 -2.97 6.52 3.94
Lifetime Mod 2020 TR USD TR 01-14-19 0.88 2.07 1.06 -0.89 -3.61 7.18 4.26
Lifetime Mod 2025 TR USD TR 01-14-19 1.00 2.35 1.06 -1.31 -4.41 8.07 4.65
Lifetime Mod 2030 TR USD TR 01-14-19 1.18 2.72 1.03 -1.94 -5.41 9.11 5.03
Lifetime Mod 2035 TR USD TR 01-14-19 1.37 3.10 0.98 -2.64 -6.47 10.03 5.32
Lifetime Mod 2040 TR USD TR 01-14-19 1.52 3.41 0.95 -3.19 -7.32 10.60 5.44
Lifetime Mod 2045 TR USD TR 01-14-19 1.60 3.57 0.94 -3.44 -7.81 10.82 5.42
Lifetime Mod 2050 TR USD TR 01-14-19 1.63 3.62 0.97 -3.46 -8.03 10.86 5.35
Lifetime Mod 2055 TR USD TR 01-14-19 1.64 3.65 1.00 -3.42 -8.17 10.88 5.27
Lifetime Mod Incm TR USD TR 01-14-19 0.69 1.56 0.90 -0.47 -1.72 5.31 3.19
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 01-14-19 1.16 1.16 -1.48 -9.33 -4.70 -2.13 -2.80
Lng/Shrt Cmdty TR TR 01-14-19 1.54 0.57 -1.42 -9.05 -3.32 -3.68 -2.59
Lng-Only Cmdty TR TR 01-14-19 2.34 5.90 -0.64 -10.67 -7.17 5.63 -9.24
Shrt/Flt Cmdty TR TR 01-14-19 -1.23 -4.60 -1.19 1.69 3.63 -1.35 0.32
Shrt-Only Cmdty TR TR 01-14-19 -2.30 -5.54 0.06 8.72 7.26 -7.82 6.86
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