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 11-12-18 -0.55 3.07 -1.40 -4.10 7.09 12.07 10.92
Style
US Core TR 11-12-18 -0.16 0.29 -1.45 -3.09 3.85 11.69 10.52
US Growth TR 11-12-18 -1.43 7.76 -3.43 -7.54 10.79 12.61 12.75
US Large Cap TR 11-12-18 -0.43 4.34 -1.63 -3.24 8.13 12.56 11.55
US Large Core TR 11-12-18 -0.09 1.13 -2.18 -2.27 4.06 12.42 11.05
US Large Growth TR 11-12-18 -0.84 9.81 -2.48 -5.60 12.79 13.29 14.04
US Large Val TR 11-12-18 -0.31 1.36 0.83 -0.44 6.81 11.78 9.33
US Mid Cap TR 11-12-18 -0.61 0.16 -0.43 -5.46 4.67 10.93 9.70
US Mid Core TR 11-12-18 -0.18 -2.71 0.54 -5.01 2.12 9.34 9.40
US Mid Growth TR 11-12-18 -2.12 3.46 -3.45 -8.15 6.56 11.13 9.81
US Mid Val TR 11-12-18 0.55 -0.29 1.88 -2.93 5.35 12.25 9.85
US Small Cap TR 11-12-18 -1.65 -1.66 -1.69 -9.10 3.23 10.20 7.82
US Small Core TR 11-12-18 -0.77 -3.03 0.43 -7.58 2.97 10.00 7.90
US Small Growth TR 11-12-18 -3.11 3.21 -4.16 -11.11 6.50 11.45 8.38
US Small Val TR 11-12-18 -0.92 -4.89 -1.05 -8.31 0.47 9.00 7.11
US Value TR 11-12-18 -0.18 0.64 0.91 -1.48 6.15 11.73 9.31
Sector
US Cyclcl Sup Sec TR 11-12-18 -0.39 1.62 0.14 -4.99 7.61 11.72 10.92
US Basic Materials TR 11-12-18 -0.73 -11.51 -1.14 -10.03 -7.20 9.45 5.65
US Consumr Cyclcl TR 11-12-18 -0.70 8.54 -1.03 -5.35 16.25 12.08 11.78
US Financial Services TR 11-12-18 -0.54 -0.82 0.29 -4.69 5.76 13.03 11.86
US Real Estate TR 11-12-18 1.53 2.23 5.50 -0.22 1.97 6.95 9.02
US Dfnsve Sup Sec TR 11-12-18 1.25 8.35 2.67 3.23 11.35 10.84 11.66
US Consumr Dfnsve TR 11-12-18 1.12 1.55 7.51 6.24 7.87 8.86 9.13
US Healthcare TR 11-12-18 1.21 12.35 0.16 1.44 15.06 11.35 13.38
US Utilities TR 11-12-18 1.85 7.58 3.53 4.29 3.54 13.27 11.29
US Snstve Sup Sec TR 11-12-18 -1.76 1.23 -4.98 -7.43 4.16 13.17 10.54
US Commun Svc Capped TR 11-12-18 0.52 1.51 3.59 4.01 8.25 8.10 8.54
US Energy Capped TR 11-12-18 -2.95 -5.16 -9.13 -11.05 -0.95 2.97 -2.72
US Industrials TR 11-12-18 -0.52 -3.27 -3.34 -5.25 2.94 11.68 9.69
US Technology TR 11-12-18 -2.47 5.71 -6.02 -9.29 5.55 17.96 16.81
Moat
Morningstar Wide Moat Focus TR 11-12-18 1.05 7.12 0.84 0.39 13.68 17.02 12.33
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 11-12-18 -0.14 4.69 0.38 0.84 10.85 16.12 12.72
NASDAQ Composite PR PR 11-12-18 -1.75 4.31 -3.95 -8.14 6.66 12.89 12.93
NYSE Composite PR --- 11-12-18 -0.65 -3.63 -0.77 -3.89 0.17 6.44 4.28
Russell 2000 TR TR 11-12-18 -1.83 -0.07 -1.74 -9.68 4.26 11.07 8.09
S&P 500 TR TR 11-12-18 -0.36 3.65 -1.34 -3.32 7.63 12.31 11.32
S&P MidCap 400 TR 11-12-18 -0.94 -1.28 -0.90 -6.84 3.06 11.05 9.21
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 11-09-18 0.27 -2.49 -0.05 -1.07 -2.28 1.35 2.08
US Inter Core Bd TR Bond TR 11-09-18 0.13 -1.83 0.00 -0.86 -1.91 1.11 1.99
US Lng Core Bd TR Bond TR 11-09-18 0.81 -6.55 -0.41 -2.85 -5.43 2.36 3.81
US Shrt Core Bd TR Bond TR 11-09-18 0.03 0.19 0.18 0.17 0.01 0.91 0.91
Corporate
US Corp Bd TR Bond TR 11-09-18 0.44 -3.35 -0.37 -1.20 -2.62 2.84 3.17
US Inter Corp Bd TR Bond TR 11-09-18 0.14 -1.59 -0.05 -0.43 -1.62 2.38 2.66
US Lng Corp Bd TR Bond TR 11-09-18 0.86 -6.62 -0.84 -2.54 -5.04 3.87 4.44
US Shrt Corp Bd TR Bond TR 11-09-18 0.05 0.42 0.09 0.21 0.33 1.73 1.63
Government
US Gov Bd TR Bond TR 11-09-18 0.23 -2.21 0.22 -0.93 -2.30 0.53 1.27
US Inter Gov Bd TR Bond TR 11-09-18 0.06 -1.56 0.35 -0.42 -2.05 0.52 1.12
US Lng Gov Bd TR Bond TR 11-09-18 0.75 -6.49 0.10 -3.21 -5.94 0.65 3.27
US Shrt Gov Bd TR Bond TR 11-09-18 0.02 0.08 0.21 0.15 -0.15 0.52 0.59
Other
Mortgage TR Bond TR 11-09-18 0.15 -2.00 -0.13 -1.14 -1.93 1.05 2.16
US TIPS TR TR 11-09-18 0.26 -2.39 -0.74 -2.05 -1.87 1.74 1.22
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 11-09-18 0.25 -2.41 -0.03 -1.00 -2.19 1.32 1.99
BBgBarc US Government TR TR 11-09-18 0.21 -2.13 0.22 -0.86 -2.23 0.53 1.26
BBgBarc US MBS TR TR 11-09-18 0.17 -1.90 -0.06 -1.09 -1.77 0.88 1.88
ICE BofAML US High Yield TR TR 11-12-18 0.10 1.16 -0.41 -0.31 2.02 7.26 4.83
USTREAS T-Bill Auction Ave 3 --- 10-31-18 --- 1.61 0.19 0.55 1.84 0.98 0.60
USTREAS T-Bill Cnst Mat Rate 10 TR --- --- --- --- --- --- --- ---
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 11-09-18 0.19 -1.09 0.00 -1.00 -1.16 2.04 3.33
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 11-12-18 -1.12 -13.03 -2.74 -10.72 -7.86 1.21 -6.53
Euronext BEL 20 PR EUR PR 11-13-18 1.45 -10.79 1.24 -6.66 -11.45 -0.51 4.27
Euronext Paris CAC 40 NR EUR TR 11-13-18 0.53 -1.93 0.14 -5.58 -2.31 4.45 6.22
Euronext Paris CAC 40 PR EUR PR 11-13-18 0.53 -3.97 0.12 -5.74 -4.49 2.00 3.77
FSE DAX PR EUR PR 11-12-18 -1.47 -14.79 -1.72 -8.84 -16.15 -1.21 1.68
FSE DAX TR EUR TR 11-13-18 -0.11 -11.19 -0.45 -7.17 -12.25 2.32 4.85
FTSE 100 PR GBP PR 11-13-18 0.19 -8.25 0.83 -7.70 -4.87 4.86 1.25
FTSE 100 TR GBP TR 11-13-18 0.27 -4.79 0.98 -6.97 -0.91 9.08 5.17
FTSE 250 PR GBP PR 11-13-18 -0.30 -8.40 0.06 -7.72 -4.05 4.21 4.58
Hang Seng Hong Kong Composite PR HKD TR 11-13-18 -2.04 -16.63 -0.19 -9.60 -14.91 3.75 2.02
Hang Seng HSI PR HKD PR 11-13-18 -1.88 -14.34 -0.67 -8.26 -12.17 4.60 2.67
MSCI AC Far East Ex Japan PR USD PR 11-12-18 -1.64 -16.90 -1.72 -10.81 -15.93 4.88 1.47
MSCI ACWI PR USD PR 11-12-18 -0.82 -5.16 -1.66 -5.63 -2.27 6.47 4.29
MSCI EAFE NR USD TR 11-12-18 -0.53 -9.02 -1.62 -6.22 -6.50 4.53 2.31
MSCI EAFE PR LCL PR 11-12-18 0.24 -7.17 0.06 -5.53 -6.58 1.76 3.01
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 11-12-18 -0.29 -7.12 0.64 -6.49 -6.50 1.97 2.18
MSCI EM Latin America PR USD PR 11-12-18 -6.18 -7.92 -2.08 1.53 -5.49 9.08 -4.11
MSCI EM PR LCL PR 11-12-18 -2.05 -11.57 -1.20 -8.14 -11.09 5.38 2.95
MSCI EM PR USD PR 11-12-18 -2.62 -16.58 -1.40 -9.03 -14.36 5.05 -0.51
MSCI Europe NR USD TR 11-12-18 -1.66 -10.37 -1.65 -7.00 -7.49 3.53 1.36
MSCI Europe PR LCL PR 11-12-18 -0.59 -7.43 0.66 -6.49 -7.02 1.68 2.29
MSCI Hong Kong PR USD PR 11-12-18 -0.05 -13.49 -0.82 -10.02 -10.81 2.99 2.77
MSCI Japan NR USD TR 11-13-18 -1.81 -8.40 -5.10 -4.26 -6.10 4.93 4.66
MSCI Japan PR LCL PR 11-13-18 -1.32 -8.97 -3.59 -2.25 -7.49 0.45 5.65
MSCI North America NR USD TR 11-12-18 -0.54 2.24 -1.58 -4.03 5.96 11.24 9.86
MSCI Pacific Ex Japan NR USD TR 11-12-18 1.37 -7.91 1.35 -6.50 -5.05 8.58 2.12
MSCI Pacific Ex Japan PR LCL PR 11-12-18 1.15 -6.41 0.26 -6.97 -5.16 4.05 1.56
MSCI Pacific NR USD TR 11-12-18 1.39 -6.93 -1.66 -5.01 -5.21 6.51 4.06
MSCI Pacific PR LCL PR 11-12-18 1.65 -6.94 -1.06 -3.92 -6.19 1.95 4.35
MSCI World ex USA NR USD TR 11-12-18 -0.60 -9.07 -1.71 -6.37 -6.58 4.77 2.13
MSCI World Ex USA PR LCL PR 11-12-18 0.19 -7.11 -0.07 -5.70 -6.49 2.01 2.98
Nikkei 225 Average PR JPY PR 11-13-18 -1.52 -4.19 -3.90 -0.21 -2.55 3.63 8.41
S&P BSE SENSEX India INR PR 11-13-18 0.44 3.19 1.18 -6.64 6.39 11.13 11.72
S&P/ASX All Ordinaries PR PR 11-13-18 -0.61 -3.97 -1.40 -6.60 -2.86 5.03 2.18
S&P/TSX Composite PR PR 11-12-18 -0.40 -6.49 -1.67 -7.17 -5.50 4.91 2.61
SIX SMI PR CHF PR 11-13-18 0.26 -3.91 4.10 0.11 -1.61 1.00 1.83
SIX SMI TR CHF PR 11-13-18 0.26 -0.58 4.10 0.22 1.80 4.51 5.21
SSE Composite PR CNY PR 11-13-18 -0.17 -19.72 1.84 -4.70 -23.00 -9.49 4.92
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 11-12-18 -0.66 -2.34 -0.98 -4.88 1.18 9.60 7.13
Con Tgt Risk TR USD TR 11-12-18 -0.05 -1.80 -0.35 -1.69 -0.70 3.23 2.58
Mod Agg Tgt Risk TR USD TR 11-12-18 -0.52 -2.44 -0.83 -4.23 0.60 8.31 6.23
Mod Con Tgt Risk TR USD TR 11-12-18 -0.19 -1.82 -0.50 -2.49 -0.05 5.07 4.03
Mod Tgt Risk TR USD TR 11-12-18 -0.34 -2.15 -0.67 -3.34 0.23 6.68 5.16
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 11-12-18 -0.26 -0.69 -0.59 -2.44 1.16 5.49 4.41
Lifetime Agg 2005 TR USD TR 11-12-18 -0.26 -0.90 -0.62 -2.59 1.11 5.78 4.68
Lifetime Agg 2010 TR USD TR 11-12-18 -0.28 -1.28 -0.69 -2.93 0.96 6.15 5.01
Lifetime Agg 2015 TR USD TR 11-12-18 -0.31 -1.58 -0.76 -3.27 0.91 6.64 5.41
Lifetime Agg 2020 TR USD TR 11-12-18 -0.36 -1.78 -0.82 -3.63 0.97 7.28 5.89
Lifetime Agg 2025 TR USD TR 11-12-18 -0.44 -1.90 -0.90 -4.01 1.12 8.04 6.39
Lifetime Agg 2030 TR USD TR 11-12-18 -0.54 -2.00 -0.97 -4.37 1.26 8.73 6.79
Lifetime Agg 2035 TR USD TR 11-12-18 -0.62 -2.13 -1.02 -4.66 1.28 9.17 6.98
Lifetime Agg 2040 TR USD TR 11-12-18 -0.67 -2.32 -1.05 -4.83 1.15 9.30 6.98
Lifetime Agg 2045 TR USD TR 11-12-18 -0.69 -2.53 -1.06 -4.92 0.94 9.27 6.87
Lifetime Agg 2050 TR USD TR 11-12-18 -0.71 -2.73 -1.06 -4.98 0.73 9.21 6.75
Lifetime Agg 2055 TR USD TR 11-12-18 -0.72 -2.93 -1.06 -5.04 0.51 9.14 6.63
Lifetime Agg Incm TR USD TR 11-12-18 -0.26 -0.69 -0.59 -2.44 1.16 5.49 4.37
Lifetime Con 2000 TR USD TR 11-12-18 -0.11 -0.72 -0.43 -1.54 0.32 3.49 2.69
Lifetime Con 2005 TR USD TR 11-12-18 -0.10 -1.01 -0.45 -1.68 0.17 3.65 2.89
Lifetime Con 2010 TR USD TR 11-12-18 -0.09 -1.52 -0.51 -2.01 -0.11 3.86 3.15
Lifetime Con 2015 TR USD TR 11-12-18 -0.09 -1.93 -0.57 -2.34 -0.27 4.19 3.48
Lifetime Con 2020 TR USD TR 11-12-18 -0.10 -2.25 -0.63 -2.65 -0.35 4.61 3.85
Lifetime Con 2025 TR USD TR 11-12-18 -0.13 -2.47 -0.68 -2.94 -0.35 5.11 4.27
Lifetime Con 2030 TR USD TR 11-12-18 -0.19 -2.56 -0.73 -3.24 -0.19 5.79 4.78
Lifetime Con 2035 TR USD TR 11-12-18 -0.28 -2.55 -0.79 -3.58 0.10 6.67 5.38
Lifetime Con 2040 TR USD TR 11-12-18 -0.39 -2.54 -0.86 -3.97 0.38 7.53 5.89
Lifetime Con 2045 TR USD TR 11-12-18 -0.49 -2.61 -0.92 -4.31 0.51 8.13 6.19
Lifetime Con 2050 TR USD TR 11-12-18 -0.55 -2.78 -0.95 -4.53 0.45 8.39 6.27
Lifetime Con 2055 TR USD TR 11-12-18 -0.58 -2.95 -0.97 -4.66 0.32 8.47 6.24
Lifetime Con Incm TR USD TR 11-12-18 -0.11 -0.72 -0.43 -1.54 0.32 3.50 2.65
Lifetime Mod 2000 TR USD TR 11-12-18 -0.18 -0.70 -0.50 -2.00 0.75 4.46 3.54
Lifetime Mod 2005 TR USD TR 11-12-18 -0.18 -0.95 -0.53 -2.14 0.64 4.67 3.77
Lifetime Mod 2010 TR USD TR 11-12-18 -0.18 -1.39 -0.59 -2.47 0.43 4.95 4.05
Lifetime Mod 2015 TR USD TR 11-12-18 -0.19 -1.75 -0.65 -2.79 0.31 5.34 4.40
Lifetime Mod 2020 TR USD TR 11-12-18 -0.22 -2.00 -0.71 -3.12 0.30 5.85 4.82
Lifetime Mod 2025 TR USD TR 11-12-18 -0.28 -2.15 -0.78 -3.46 0.42 6.55 5.35
Lifetime Mod 2030 TR USD TR 11-12-18 -0.38 -2.19 -0.85 -3.85 0.66 7.41 5.92
Lifetime Mod 2035 TR USD TR 11-12-18 -0.48 -2.23 -0.92 -4.22 0.88 8.21 6.39
Lifetime Mod 2040 TR USD TR 11-12-18 -0.57 -2.33 -0.98 -4.53 0.95 8.72 6.63
Lifetime Mod 2045 TR USD TR 11-12-18 -0.63 -2.50 -1.01 -4.72 0.86 8.91 6.66
Lifetime Mod 2050 TR USD TR 11-12-18 -0.65 -2.70 -1.02 -4.82 0.68 8.92 6.58
Lifetime Mod 2055 TR USD TR 11-12-18 -0.67 -2.89 -1.03 -4.89 0.49 8.89 6.48
Lifetime Mod Incm TR USD TR 11-12-18 -0.18 -0.70 -0.50 -2.00 0.75 4.46 3.51
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 11-12-18 -0.86 1.85 -4.53 -0.97 4.03 -0.56 -1.82
Lng/Shrt Cmdty TR TR 11-12-18 0.05 4.12 -3.73 -1.37 6.63 -1.72 -1.29
Lng-Only Cmdty TR TR 11-12-18 -1.60 0.30 -4.95 -0.29 2.03 2.32 -7.94
Shrt/Flt Cmdty TR TR 11-12-18 1.05 2.76 0.88 -0.63 3.86 -1.38 0.41
Shrt-Only Cmdty TR TR 11-12-18 1.63 1.14 4.24 -0.14 0.40 -3.79 5.95
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