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 05-17-19 -0.81 15.37 -1.21 3.17 6.58 14.09 10.76
Style
US Core TR 05-17-19 -1.31 15.38 -1.94 3.26 5.15 12.71 10.03
US Growth TR 05-17-19 -0.52 19.75 0.38 4.96 10.55 18.36 13.86
US Large Cap TR 05-17-19 -0.58 14.74 -1.03 3.90 7.81 14.60 11.31
US Large Core TR 05-17-19 -1.04 14.92 -1.64 4.35 5.97 13.30 10.56
US Large Growth TR 05-17-19 -0.34 17.52 0.24 4.52 10.30 18.53 14.49
US Large Val TR 05-17-19 -0.45 10.28 -2.12 1.06 5.16 11.02 8.29
US Mid Cap TR 05-17-19 -1.18 17.72 -1.41 2.21 5.39 13.06 9.79
US Mid Core TR 05-17-19 -1.82 17.16 -2.68 1.35 4.76 11.10 8.98
US Mid Growth TR 05-17-19 -0.38 23.75 1.27 5.79 12.32 17.39 12.00
US Mid Val TR 05-17-19 -1.36 11.87 -2.98 -0.79 -1.17 10.52 8.16
US Small Cap TR 05-17-19 -2.19 15.16 -2.56 -1.69 -2.74 11.68 7.78
US Small Core TR 05-17-19 -2.29 14.83 -2.61 -1.29 -3.59 10.66 7.30
US Small Growth TR 05-17-19 -1.93 18.60 -0.99 -0.50 2.22 16.74 10.78
US Small Val TR 05-17-19 -2.35 12.07 -4.13 -3.50 -6.61 7.66 5.25
US Value TR 05-17-19 -0.75 10.69 -2.44 0.42 3.10 10.75 8.10
Sector
US Cyclcl Sup Sec TR 05-17-19 -1.09 16.37 -1.38 4.08 4.80 14.90 11.39
US Basic Materials TR 05-17-19 -1.20 9.26 -6.13 -0.46 -10.43 6.85 4.08
US Consumr Cyclcl TR 05-17-19 -1.25 17.89 -2.26 5.63 9.77 16.22 13.37
US Financial Services TR 05-17-19 -1.49 16.05 -1.00 3.68 1.04 17.46 12.23
US Real Estate TR 05-17-19 1.18 17.87 3.59 3.58 20.31 7.38 8.10
US Dfnsve Sup Sec TR 05-17-19 0.05 7.70 2.26 -0.05 12.32 9.35 10.11
US Consumr Dfnsve TR 05-17-19 0.52 14.03 0.90 6.23 17.06 6.59 8.65
US Healthcare TR 05-17-19 -0.56 3.58 2.89 -4.55 7.32 10.59 10.82
US Utilities TR 05-17-19 1.35 11.91 2.75 6.27 23.70 10.79 10.91
US Snstve Sup Sec TR 05-17-19 -1.06 19.33 -2.94 4.32 4.99 16.48 10.65
US Commun Svc Capped TR 05-17-19 0.51 22.35 2.21 8.53 27.04 10.43 9.15
US Energy Capped TR 05-17-19 -0.49 12.10 -5.84 -3.17 -18.36 0.72 -5.46
US Industrials TR 05-17-19 -1.59 18.04 -2.77 0.70 3.84 13.22 9.66
US Technology TR 05-17-19 -1.37 21.74 -3.09 7.12 9.45 24.88 17.83
Moat
Morningstar Wide Moat Focus TR 05-17-19 -1.39 14.04 -2.10 0.83 12.44 15.96 11.84
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 05-17-19 -0.61 11.49 -2.33 0.11 6.66 16.45 12.02
NASDAQ Composite PR PR 05-17-19 -1.27 17.80 -2.25 4.60 5.88 18.35 13.83
NYSE Composite PR --- 05-17-19 -1.02 11.28 -1.93 0.43 -0.71 7.26 3.61
Russell 2000 TR TR 05-17-19 -2.32 14.45 -1.93 -1.78 -4.20 13.38 8.33
S&P 500 TR TR 05-17-19 -0.69 14.98 -1.22 3.57 7.25 14.07 11.04
S&P MidCap 400 TR 05-17-19 -2.21 14.30 -2.89 -0.85 -1.39 11.28 8.63
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 05-17-19 0.37 3.54 1.11 2.39 6.78 2.04 2.66
US Inter Core Bd TR Bond TR 05-17-19 0.28 2.94 0.97 2.09 6.57 1.91 2.61
US Lng Core Bd TR Bond TR 05-17-19 0.74 6.52 1.91 4.06 10.23 2.89 4.17
US Shrt Core Bd TR Bond TR 05-17-19 0.20 1.96 0.64 1.43 4.17 1.54 1.42
Corporate
US Corp Bd TR Bond TR 05-17-19 0.41 6.02 0.94 3.29 7.90 3.47 3.43
US Inter Corp Bd TR Bond TR 05-17-19 0.36 5.52 1.03 3.12 8.08 3.29 3.26
US Lng Corp Bd TR Bond TR 05-17-19 0.60 8.55 1.16 4.48 9.95 4.35 4.42
US Shrt Corp Bd TR Bond TR 05-17-19 0.18 2.81 0.57 1.70 4.87 2.35 2.07
Government
US Gov Bd TR Bond TR 05-17-19 0.47 2.63 1.42 2.18 6.47 1.17 2.03
US Inter Gov Bd TR Bond TR 05-17-19 0.46 2.59 1.32 2.20 6.77 1.20 1.99
US Lng Gov Bd TR Bond TR 05-17-19 0.87 4.39 2.71 3.59 10.55 1.20 3.97
US Shrt Gov Bd TR Bond TR 05-17-19 0.21 1.57 0.67 1.30 3.85 1.15 1.11
Other
Mortgage TR Bond TR 05-17-19 0.19 2.52 0.81 1.82 6.16 1.87 2.68
US TIPS TR TR 05-17-19 0.25 3.80 1.10 2.52 4.40 1.76 1.52
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 05-17-19 0.33 3.57 1.12 2.44 6.72 2.03 2.54
BBgBarc US Government TR TR 05-17-19 0.38 2.59 1.35 2.15 6.33 1.17 2.00
BBgBarc US MBS TR TR 05-17-19 0.21 2.66 0.87 1.97 6.17 1.83 2.42
ICE BofAML US High Yield TR TR 05-17-19 -0.06 8.25 -0.33 2.58 6.02 7.58 4.59
USTREAS T-Bill Auction Ave 3 --- 04-30-19 --- 0.82 0.20 0.62 2.29 1.35 0.84
USTREAS T-Bill Cnst Mat Rate 10 TR 04-30-19 --- 2.42 -0.68 1.66 6.78 0.32 2.55
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 05-17-19 0.31 4.24 1.56 3.16 6.83 2.68 3.52
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 05-17-19 -1.07 -2.71 -2.44 -5.66 -16.66 -1.96 -7.70
Euronext BEL 20 PR EUR PR 05-17-19 0.21 8.26 -8.72 -1.58 -9.93 1.57 2.54
Euronext Paris CAC 40 NR EUR TR 05-17-19 2.12 16.20 -1.45 6.64 -0.99 10.64 6.49
Euronext Paris CAC 40 PR EUR PR 05-17-19 2.08 14.96 -2.24 5.53 -3.27 8.16 4.06
FSE DAX PR EUR PR 05-17-19 0.83 12.82 -1.29 5.77 -9.85 4.29 1.98
FSE DAX TR EUR TR 05-17-19 1.49 15.91 0.71 8.31 -6.68 7.36 4.91
FTSE 100 PR GBP PR 05-17-19 2.02 9.22 -1.64 1.55 -5.64 6.01 1.40
FTSE 100 TR GBP TR 05-17-19 2.34 11.54 -1.00 3.35 -1.40 10.53 5.49
FTSE 250 PR GBP PR 05-17-19 0.68 11.41 -1.81 2.69 -7.24 5.00 4.84
Hang Seng Hong Kong Composite PR HKD TR 05-17-19 -2.63 7.65 -8.35 -0.73 -13.15 10.58 3.66
Hang Seng HSI PR HKD PR 05-17-19 -2.11 8.13 -7.23 0.16 -9.68 11.58 4.23
MSCI AC Far East Ex Japan PR USD PR 05-17-19 -3.88 4.91 -9.48 -2.73 -14.18 8.90 1.81
MSCI ACWI PR USD PR 05-17-19 -0.82 11.25 -2.89 1.74 -1.95 8.66 4.09
MSCI EAFE NR USD TR 05-17-19 0.21 10.25 -2.67 2.87 -6.29 7.25 2.03
MSCI EAFE PR LCL PR 05-17-19 0.92 10.13 -2.35 2.16 -5.54 5.88 3.09
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 05-17-19 1.12 11.96 -1.71 3.18 -3.15 6.12 2.54
MSCI EM Latin America PR USD PR 05-17-19 -4.86 -1.51 -7.96 -12.33 -8.22 5.68 -5.69
MSCI EM PR LCL PR 05-17-19 -2.92 4.52 -7.54 -1.64 -9.09 8.04 3.14
MSCI EM PR USD PR 05-17-19 -3.58 3.17 -9.12 -3.32 -12.91 7.52 -0.70
MSCI Europe NR USD TR 05-17-19 0.59 12.03 -2.58 3.94 -5.98 7.03 0.78
MSCI Europe PR LCL PR 05-17-19 1.46 12.26 -1.78 3.27 -3.91 6.07 2.51
MSCI Hong Kong PR USD PR 05-17-19 -1.72 10.68 -5.19 0.86 -1.83 10.79 4.92
MSCI Japan NR USD TR 05-17-19 -0.03 5.38 -2.61 0.50 -9.97 6.87 5.77
MSCI Japan PR LCL PR 05-17-19 0.29 4.59 -4.40 -1.00 -12.46 5.16 5.54
MSCI North America NR USD TR 05-17-19 -0.66 15.08 -1.31 3.34 6.11 13.09 9.68
MSCI Pacific Ex Japan NR USD TR 05-17-19 -1.05 11.11 -3.21 2.36 -0.50 9.90 2.87
MSCI Pacific Ex Japan PR LCL PR 05-17-19 -0.40 10.71 -1.26 3.05 0.70 7.03 2.87
MSCI Pacific NR USD TR 05-17-19 -0.38 7.29 -2.82 1.14 -6.88 7.89 4.66
MSCI Pacific PR LCL PR 05-17-19 0.05 6.63 -3.32 0.37 -8.25 5.80 4.42
MSCI World ex USA NR USD TR 05-17-19 0.22 10.86 -2.60 2.87 -5.88 7.23 1.91
MSCI World Ex USA PR LCL PR 05-17-19 0.87 10.52 -2.25 2.29 -4.98 5.91 3.04
Nikkei 225 Average PR JPY PR 05-17-19 -0.44 6.17 -4.61 1.67 -6.95 8.47 8.55
S&P BSE SENSEX India INR PR 05-17-19 1.25 5.16 -3.42 5.93 7.91 13.75 9.48
S&P/ASX All Ordinaries PR PR 05-17-19 1.05 13.15 1.73 5.07 4.24 5.78 3.43
S&P/TSX Composite PR PR 05-17-19 0.64 14.51 -0.86 3.56 1.60 5.63 2.47
SIX SMI PR CHF PR 05-17-19 1.97 14.59 0.65 4.51 7.46 6.90 2.15
SIX SMI TR CHF PR 05-17-19 1.97 18.13 1.53 7.74 10.92 10.55 5.56
SSE Composite PR CNY PR 05-17-19 -1.94 15.57 -11.67 7.45 -8.62 0.45 7.30
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 05-17-19 -0.85 12.18 -2.36 1.86 1.34 11.36 6.91
Con Tgt Risk TR USD TR 05-17-19 0.04 5.09 0.26 2.10 5.37 3.98 2.96
Mod Agg Tgt Risk TR USD TR 05-17-19 -0.67 10.72 -1.86 1.95 2.39 9.92 6.19
Mod Con Tgt Risk TR USD TR 05-17-19 -0.19 7.04 -0.46 2.08 4.71 6.10 4.29
Mod Tgt Risk TR USD TR 05-17-19 -0.41 8.86 -1.15 2.06 3.68 8.00 5.26
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 05-17-19 -0.18 7.72 -0.52 1.99 3.92 6.35 4.43
Lifetime Agg 2005 TR USD TR 05-17-19 -0.20 7.98 -0.55 2.04 3.99 6.69 4.66
Lifetime Agg 2010 TR USD TR 05-17-19 -0.23 8.57 -0.64 2.13 4.02 7.20 4.98
Lifetime Agg 2015 TR USD TR 05-17-19 -0.29 9.24 -0.80 2.19 3.90 7.83 5.36
Lifetime Agg 2020 TR USD TR 05-17-19 -0.36 9.99 -1.05 2.19 3.57 8.63 5.79
Lifetime Agg 2025 TR USD TR 05-17-19 -0.47 10.83 -1.38 2.13 2.98 9.54 6.24
Lifetime Agg 2030 TR USD TR 05-17-19 -0.59 11.62 -1.76 2.02 2.22 10.35 6.57
Lifetime Agg 2035 TR USD TR 05-17-19 -0.69 12.15 -2.07 1.91 1.52 10.83 6.71
Lifetime Agg 2040 TR USD TR 05-17-19 -0.75 12.36 -2.25 1.82 1.05 10.97 6.68
Lifetime Agg 2045 TR USD TR 05-17-19 -0.77 12.33 -2.34 1.76 0.79 10.94 6.57
Lifetime Agg 2050 TR USD TR 05-17-19 -0.78 12.25 -2.40 1.70 0.59 10.89 6.45
Lifetime Agg 2055 TR USD TR 05-17-19 -0.79 12.15 -2.46 1.65 0.41 10.83 6.33
Lifetime Agg Incm TR USD TR 05-17-19 -0.18 7.72 -0.52 1.99 3.92 6.35 4.42
Lifetime Con 2000 TR USD TR 05-17-19 0.06 5.12 0.17 1.88 4.26 3.91 2.83
Lifetime Con 2005 TR USD TR 05-17-19 0.07 5.31 0.20 1.96 4.46 4.06 3.00
Lifetime Con 2010 TR USD TR 05-17-19 0.06 5.81 0.22 2.14 4.84 4.41 3.28
Lifetime Con 2015 TR USD TR 05-17-19 0.04 6.40 0.18 2.27 5.08 4.87 3.61
Lifetime Con 2020 TR USD TR 05-17-19 0.00 7.02 0.07 2.37 5.18 5.42 3.97
Lifetime Con 2025 TR USD TR 05-17-19 -0.05 7.66 -0.09 2.41 5.13 6.06 4.37
Lifetime Con 2030 TR USD TR 05-17-19 -0.13 8.38 -0.35 2.39 4.84 6.90 4.84
Lifetime Con 2035 TR USD TR 05-17-19 -0.25 9.25 -0.74 2.29 4.23 7.95 5.37
Lifetime Con 2040 TR USD TR 05-17-19 -0.40 10.16 -1.19 2.16 3.39 8.97 5.81
Lifetime Con 2045 TR USD TR 05-17-19 -0.53 10.87 -1.59 2.02 2.58 9.64 6.05
Lifetime Con 2050 TR USD TR 05-17-19 -0.61 11.20 -1.82 1.92 2.06 9.93 6.09
Lifetime Con 2055 TR USD TR 05-17-19 -0.65 11.31 -1.94 1.86 1.75 10.01 6.05
Lifetime Con Incm TR USD TR 05-17-19 0.06 5.12 0.17 1.88 4.26 3.91 2.83
Lifetime Mod 2000 TR USD TR 05-17-19 -0.06 6.49 -0.18 1.94 4.15 5.12 3.63
Lifetime Mod 2005 TR USD TR 05-17-19 -0.07 6.71 -0.18 2.01 4.29 5.35 3.82
Lifetime Mod 2010 TR USD TR 05-17-19 -0.08 7.24 -0.21 2.14 4.49 5.76 4.11
Lifetime Mod 2015 TR USD TR 05-17-19 -0.12 7.84 -0.30 2.24 4.56 6.29 4.45
Lifetime Mod 2020 TR USD TR 05-17-19 -0.17 8.51 -0.47 2.29 4.47 6.94 4.85
Lifetime Mod 2025 TR USD TR 05-17-19 -0.25 9.28 -0.73 2.28 4.13 7.82 5.33
Lifetime Mod 2030 TR USD TR 05-17-19 -0.38 10.19 -1.11 2.20 3.48 8.85 5.83
Lifetime Mod 2035 TR USD TR 05-17-19 -0.51 11.06 -1.54 2.06 2.64 9.77 6.22
Lifetime Mod 2040 TR USD TR 05-17-19 -0.63 11.68 -1.90 1.93 1.87 10.34 6.40
Lifetime Mod 2045 TR USD TR 05-17-19 -0.69 11.94 -2.11 1.84 1.37 10.54 6.40
Lifetime Mod 2050 TR USD TR 05-17-19 -0.72 11.96 -2.20 1.78 1.10 10.55 6.32
Lifetime Mod 2055 TR USD TR 05-17-19 -0.74 11.91 -2.27 1.73 0.90 10.52 6.22
Lifetime Mod Incm TR USD TR 05-17-19 -0.06 6.49 -0.18 1.94 4.15 5.12 3.62
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 05-17-19 0.94 0.24 -0.45 -1.25 -10.19 -2.91 -3.36
Lng/Shrt Cmdty TR TR 05-17-19 -0.11 2.42 0.57 1.45 -6.22 -1.72 -2.06
Lng-Only Cmdty TR TR 05-17-19 1.90 11.82 -0.94 1.25 -6.72 1.02 -9.76
Shrt/Flt Cmdty TR TR 05-17-19 -1.08 -8.42 0.92 -0.56 -1.02 -0.87 0.07
Shrt-Only Cmdty TR TR 05-17-19 -1.71 -7.49 1.56 1.49 8.92 -0.97 8.46
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