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 11-18-19 1.15 26.56 4.69 8.27 16.01 14.48 10.72
Style
US Core TR 11-18-19 1.10 28.59 5.33 10.29 15.73 13.32 10.11
US Growth TR 11-18-19 1.99 28.89 4.42 4.76 19.95 19.27 12.91
US Large Cap TR 11-18-19 1.22 26.86 5.02 8.80 16.90 15.67 11.33
US Large Core TR 11-18-19 1.21 28.20 5.90 10.58 15.49 13.95 10.47
US Large Growth TR 11-18-19 1.93 26.94 3.89 4.86 18.62 20.11 13.46
US Large Val TR 11-18-19 0.32 22.50 4.66 10.43 13.16 11.71 9.23
US Mid Cap TR 11-18-19 1.19 27.22 3.79 6.77 15.55 12.43 9.66
US Mid Core TR 11-18-19 0.88 28.81 3.59 8.39 16.46 12.02 9.12
US Mid Growth TR 11-18-19 2.17 31.03 4.38 2.95 21.14 16.78 11.00
US Mid Val TR 11-18-19 0.44 21.31 3.34 9.44 8.70 8.24 8.66
US Small Cap TR 11-18-19 0.34 21.47 3.93 7.20 7.96 8.21 7.50
US Small Core TR 11-18-19 0.19 25.64 3.55 9.55 11.44 8.30 7.88
US Small Growth TR 11-18-19 1.33 23.24 4.54 2.34 11.18 13.28 10.02
US Small Val TR 11-18-19 -0.56 15.22 3.84 10.10 1.15 3.03 4.51
US Value TR 11-18-19 0.29 21.71 4.33 10.20 11.44 10.44 8.83
Sector
US Cyclcl Sup Sec TR 11-18-19 0.67 25.60 3.36 7.53 14.97 13.83 11.02
US Basic Materials TR 11-18-19 -0.13 22.79 5.13 9.22 11.77 8.57 5.74
US Consumr Cyclcl TR 11-18-19 1.19 22.61 2.10 5.31 13.79 15.58 12.28
US Financial Services TR 11-18-19 0.14 28.40 5.22 10.20 15.84 14.21 11.94
US Real Estate TR 11-18-19 1.91 26.62 -1.05 3.35 18.48 11.23 7.91
US Dfnsve Sup Sec TR 11-18-19 2.21 18.32 3.54 5.63 10.69 12.75 9.07
US Consumr Dfnsve TR 11-18-19 1.53 23.85 1.41 3.83 13.03 9.70 8.11
US Healthcare TR 11-18-19 2.51 14.73 6.12 7.26 7.69 13.95 9.18
US Utilities TR 11-18-19 2.40 21.00 -1.76 2.85 17.49 14.70 10.57
US Snstve Sup Sec TR 11-18-19 0.95 32.56 6.47 10.43 20.14 16.06 11.51
US Commun Svc Capped TR 11-18-19 0.19 30.61 1.24 5.70 18.10 11.09 9.62
US Energy Capped TR 11-18-19 -1.95 4.03 4.04 4.83 -11.72 -4.15 -5.43
US Industrials TR 11-18-19 0.53 31.20 6.37 10.14 18.03 13.09 10.39
US Technology TR 11-18-19 1.71 39.53 7.94 11.96 28.66 24.11 17.67
Moat
Morningstar Wide Moat Focus TR 11-18-19 0.73 31.59 6.81 13.16 21.27 17.77 13.27
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 11-18-19 1.31 22.78 4.95 8.90 13.00 16.80 12.36
NASDAQ Composite PR PR 11-18-19 1.01 28.86 5.69 8.28 17.96 17.12 12.70
NYSE Composite PR --- 11-18-19 0.71 18.55 3.67 7.18 8.74 7.98 4.27
Russell 2000 TR TR 11-18-19 -0.10 19.53 3.82 7.01 5.78 8.03 7.84
S&P 500 TR TR 11-18-19 1.19 26.76 4.72 8.59 16.42 14.94 11.01
S&P MidCap 400 TR 11-18-19 0.23 21.93 3.32 7.13 8.98 9.31 8.57
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Bond Indexes
Broad Market
Corporate
Government
Other
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 11-18-19 0.66 8.45 0.10 -0.30 10.62 3.98 3.15
BBgBarc US Government TR TR 11-18-19 0.78 7.07 -0.21 -1.22 9.65 3.31 2.56
BBgBarc US MBS TR TR 11-18-19 0.30 6.02 0.37 0.70 8.29 3.11 2.63
ICE BofAML US High Yield TR TR 11-18-19 -0.13 11.86 0.08 1.90 9.54 6.50 5.35
USTREAS T-Bill Auction Ave 3 --- 10-31-19 --- 1.88 0.14 0.47 2.29 1.65 1.05
USTREAS T-Bill Cnst Mat Rate 10 TR 10-31-19 --- 11.17 0.05 3.41 16.20 2.87 3.41
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 11-18-19 0.32 6.70 -0.14 -0.85 8.79 4.43 3.56
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 11-18-19 -0.49 -2.49 2.34 0.91 -3.83 1.10 -6.45
Euronext BEL 20 PR EUR PR 11-18-19 0.96 20.41 3.93 11.64 10.64 4.46 4.07
Euronext Paris CAC 40 NR EUR TR 11-18-19 0.61 28.08 5.23 12.01 20.82 12.12 9.35
Euronext Paris CAC 40 PR EUR PR 11-18-19 0.61 25.35 5.21 11.87 18.00 9.60 6.83
FSE DAX PR EUR PR 11-18-19 0.07 21.19 4.54 14.17 12.81 4.32 3.91
FSE DAX TR EUR TR 11-18-19 0.07 25.08 4.54 14.22 16.45 7.39 6.91
FTSE 100 PR GBP PR 11-18-19 -0.28 8.61 2.20 2.68 4.19 2.55 1.72
FTSE 100 TR GBP TR 11-18-19 -0.08 13.37 2.54 3.56 9.06 6.95 5.94
FTSE 250 PR GBP PR 11-18-19 0.15 16.79 1.05 8.60 9.96 5.00 5.42
Hang Seng Hong Kong Composite PR HKD TR 11-18-19 -0.58 4.90 0.28 5.28 2.48 5.89 2.28
Hang Seng HSI PR HKD PR 11-18-19 -0.91 3.23 -0.14 3.68 1.90 6.09 2.55
MSCI AC Far East Ex Japan PR USD PR 11-18-19 0.19 10.31 3.66 8.95 7.87 8.10 3.02
MSCI ACWI PR USD PR 11-18-19 0.75 19.84 3.96 8.41 11.82 10.08 5.26
MSCI EAFE NR USD TR 11-18-19 0.36 18.59 3.39 10.06 12.69 10.11 4.49
MSCI EAFE PR LCL PR 11-18-19 -0.15 16.41 3.35 8.86 9.82 6.18 3.53
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 11-18-19 -0.13 16.95 2.94 7.18 11.28 6.27 3.55
MSCI EM Latin America PR USD PR 11-18-19 -2.24 4.42 -1.18 2.66 0.47 5.73 -1.81
MSCI EM PR LCL PR 11-18-19 0.05 10.01 2.68 7.55 7.63 7.82 3.86
MSCI EM PR USD PR 11-18-19 -0.07 8.94 2.74 8.44 6.67 7.60 1.25
MSCI Europe NR USD TR 11-18-19 0.56 19.31 3.10 9.75 13.02 10.74 3.75
MSCI Europe PR LCL PR 11-18-19 -0.06 17.77 3.09 7.79 11.14 6.21 3.67
MSCI Hong Kong PR USD PR 11-18-19 -1.44 3.51 1.89 0.36 4.21 5.21 2.49
MSCI Japan NR USD TR 11-18-19 0.27 18.27 4.57 12.94 11.94 8.85 7.01
MSCI Japan PR LCL PR 11-18-19 -0.23 14.70 4.61 14.24 5.39 6.07 3.52
MSCI North America NR USD TR 11-18-19 1.18 26.20 4.70 8.29 15.82 13.88 9.76
MSCI Pacific Ex Japan NR USD TR 11-18-19 -0.55 15.74 2.24 5.94 13.14 9.85 4.24
MSCI Pacific Ex Japan PR LCL PR 11-18-19 -0.51 13.32 2.00 4.04 12.89 6.96 3.29
MSCI Pacific NR USD TR 11-18-19 0.00 17.49 3.81 10.58 12.41 9.21 6.03
MSCI Pacific PR LCL PR 11-18-19 -0.32 14.34 3.74 10.75 7.95 6.39 3.42
MSCI World ex USA NR USD TR 11-18-19 0.40 19.14 3.43 9.80 12.79 9.90 4.24
MSCI World Ex USA PR LCL PR 11-18-19 -0.07 16.59 3.44 8.58 9.98 6.03 3.43
Nikkei 225 Average PR JPY PR 11-18-19 0.36 17.00 4.11 14.68 8.01 9.23 6.19
S&P BSE SENSEX India INR PR 11-19-19 0.31 12.20 2.98 8.20 13.12 15.67 7.62
S&P/ASX All Ordinaries PR PR 11-19-19 0.83 21.10 2.30 5.55 19.49 8.40 5.25
S&P/TSX Composite PR PR 11-18-19 0.84 18.87 3.96 5.42 12.34 4.63 2.60
SIX SMI PR CHF PR 11-18-19 0.41 22.75 3.83 6.36 16.16 9.39 2.89
SIX SMI TR CHF PR 11-18-19 0.41 26.86 3.83 6.48 20.05 13.07 6.35
SSE Composite PR CNY PR 11-19-19 0.66 17.65 -0.14 1.77 8.53 -2.78 3.66
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
Global equity indexes and more can be found on our Morningstar Indexes site.
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 11-18-19 0.69 21.68 3.59 8.43 13.89 12.01 7.94
Con Tgt Risk TR USD TR 11-18-19 0.55 10.08 0.81 1.77 10.26 5.40 3.81
Mod Agg Tgt Risk TR USD TR 11-18-19 0.68 19.36 3.02 7.07 13.55 10.75 7.18
Mod Con Tgt Risk TR USD TR 11-18-19 0.60 13.30 1.60 3.55 11.59 7.32 5.15
Mod Tgt Risk TR USD TR 11-18-19 0.64 16.30 2.31 5.34 12.68 9.01 6.17
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 11-18-19 0.56 13.60 1.80 3.90 10.33 7.41 5.05
Lifetime Agg 2005 TR USD TR 11-18-19 0.58 14.06 1.83 3.97 10.69 7.76 5.28
Lifetime Agg 2010 TR USD TR 11-18-19 0.66 15.25 1.96 4.19 11.58 8.36 5.66
Lifetime Agg 2015 TR USD TR 11-18-19 0.72 16.49 2.15 4.58 12.35 9.02 6.07
Lifetime Agg 2020 TR USD TR 11-18-19 0.75 17.81 2.40 5.18 12.94 9.78 6.53
Lifetime Agg 2025 TR USD TR 11-18-19 0.76 19.19 2.73 6.01 13.34 10.57 7.01
Lifetime Agg 2030 TR USD TR 11-18-19 0.75 20.44 3.09 6.96 13.50 11.24 7.39
Lifetime Agg 2035 TR USD TR 11-18-19 0.72 21.26 3.39 7.78 13.48 11.62 7.59
Lifetime Agg 2040 TR USD TR 11-18-19 0.69 21.57 3.53 8.22 13.41 11.72 7.61
Lifetime Agg 2045 TR USD TR 11-18-19 0.68 21.53 3.55 8.35 13.35 11.69 7.55
Lifetime Agg 2050 TR USD TR 11-18-19 0.67 21.40 3.53 8.36 13.28 11.63 7.47
Lifetime Agg 2055 TR USD TR 11-18-19 0.66 21.25 3.50 8.35 13.23 11.57 7.38
Lifetime Agg Incm TR USD TR 11-18-19 0.56 13.60 1.80 3.90 10.33 7.41 5.05
Lifetime Con 2000 TR USD TR 11-18-19 0.46 9.25 0.84 1.75 8.32 5.02 3.47
Lifetime Con 2005 TR USD TR 11-18-19 0.48 9.63 0.85 1.74 8.75 5.25 3.65
Lifetime Con 2010 TR USD TR 11-18-19 0.60 10.79 0.89 1.70 9.93 5.78 4.00
Lifetime Con 2015 TR USD TR 11-18-19 0.70 12.03 1.00 1.83 11.03 6.40 4.40
Lifetime Con 2020 TR USD TR 11-18-19 0.78 13.27 1.14 2.11 11.99 7.05 4.82
Lifetime Con 2025 TR USD TR 11-18-19 0.83 14.46 1.32 2.51 12.76 7.73 5.25
Lifetime Con 2030 TR USD TR 11-18-19 0.85 15.70 1.57 3.11 13.33 8.51 5.73
Lifetime Con 2035 TR USD TR 11-18-19 0.83 17.05 1.92 4.04 13.65 9.39 6.27
Lifetime Con 2040 TR USD TR 11-18-19 0.80 18.43 2.35 5.15 13.79 10.21 6.74
Lifetime Con 2045 TR USD TR 11-18-19 0.76 19.49 2.72 6.17 13.80 10.75 7.04
Lifetime Con 2050 TR USD TR 11-18-19 0.73 20.01 2.93 6.77 13.78 10.98 7.14
Lifetime Con 2055 TR USD TR 11-18-19 0.72 20.20 3.00 7.01 13.76 11.05 7.14
Lifetime Con Incm TR USD TR 11-18-19 0.46 9.25 0.84 1.75 8.32 5.02 3.47
Lifetime Mod 2000 TR USD TR 11-18-19 0.51 11.52 1.33 2.87 9.39 6.24 4.25
Lifetime Mod 2005 TR USD TR 11-18-19 0.54 11.93 1.35 2.89 9.78 6.52 4.45
Lifetime Mod 2010 TR USD TR 11-18-19 0.64 13.07 1.43 2.96 10.80 7.07 4.81
Lifetime Mod 2015 TR USD TR 11-18-19 0.71 14.27 1.57 3.21 11.72 7.69 5.20
Lifetime Mod 2020 TR USD TR 11-18-19 0.77 15.50 1.75 3.61 12.48 8.37 5.63
Lifetime Mod 2025 TR USD TR 11-18-19 0.80 16.84 2.01 4.24 13.08 9.18 6.13
Lifetime Mod 2030 TR USD TR 11-18-19 0.80 18.30 2.38 5.17 13.45 10.06 6.66
Lifetime Mod 2035 TR USD TR 11-18-19 0.77 19.63 2.79 6.26 13.55 10.80 7.09
Lifetime Mod 2040 TR USD TR 11-18-19 0.73 20.55 3.12 7.17 13.53 11.25 7.33
Lifetime Mod 2045 TR USD TR 11-18-19 0.70 20.95 3.30 7.69 13.46 11.41 7.38
Lifetime Mod 2050 TR USD TR 11-18-19 0.69 20.98 3.34 7.87 13.41 11.41 7.34
Lifetime Mod 2055 TR USD TR 11-18-19 0.68 20.91 3.32 7.90 13.37 11.38 7.28
Lifetime Mod Incm TR USD TR 11-18-19 0.51 11.52 1.33 2.87 9.39 6.24 4.26
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 11-18-19 -0.06 -1.99 -0.32 -0.29 -7.18 -1.90 -2.57
Lng/Shrt Cmdty TR TR 11-18-19 0.12 -2.93 -0.16 -2.01 -7.55 -1.71 -2.51
Lng-Only Cmdty TR TR 11-18-19 -0.20 9.32 0.92 4.78 -2.83 2.30 -6.76
Shrt/Flt Cmdty TR TR 11-18-19 0.34 -9.84 -0.83 -5.02 -4.22 -1.42 -0.89
Shrt-Only Cmdty TR TR 11-18-19 0.46 -6.29 -0.39 -4.44 3.72 -1.58 4.90
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