Index Performance: Return (%)
Returns are simple averages. 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 09-05-08 -3.27 -13.20 -2.83 -11.11 -12.94 3.21 6.89
Style
Large Cap TR 09-05-08 -3.29 -14.27 -3.31 -10.98 -13.38 3.02 5.86
Large Core TR 09-05-08 -2.37 -9.84 -2.04 -6.74 -7.09 5.65 7.80
Large Growth TR 09-05-08 -5.63 -15.08 -4.91 -14.46 -12.07 1.29 2.03
Large Value TR 09-05-08 -1.88 -18.84 -3.18 -12.44 -21.71 1.26 7.03
Mid Cap TR 09-05-08 -3.40 -11.34 -2.13 -12.77 -12.58 3.65 9.78
Mid Core TR 09-05-08 -3.66 -8.76 -2.62 -12.72 -11.99 3.53 9.52
Mid Growth TR 09-05-08 -5.89 -15.75 -4.75 -17.42 -12.23 5.78 9.68
Mid Value TR 09-05-08 -0.42 -9.38 1.27 -7.56 -14.22 1.26 9.66
Small Cap TR 09-05-08 -2.74 -6.81 0.11 -7.63 -9.56 3.54 8.87
Small Core TR 09-05-08 -3.41 -4.30 -1.07 -8.88 -10.88 4.01 9.94
Small Growth TR 09-05-08 -4.80 -11.75 -1.29 -8.78 -10.39 3.81 6.76
Small Value TR 09-05-08 0.26 -3.95 2.92 -5.06 -7.93 2.29 9.57
US Core TR 09-05-08 -2.68 -9.29 -2.08 -8.04 -8.22 5.16 8.32
US Growth TR 09-05-08 -5.62 -14.97 -4.61 -14.69 -11.97 2.44 4.05
US Value TR 09-05-08 -1.41 -16.00 -1.81 -10.90 -19.28 1.43 7.82
Sector
Information TR 09-05-08 -5.57 -17.46 -4.23 -13.93 -16.95 2.27 3.14
— Hardware TR 09-05-08 -6.85 -17.07 -6.21 -16.38 -17.76 2.81 2.92
— Media TR 09-05-08 -3.91 -13.27 -1.73 -14.32 -20.72 -4.08 -1.56
— Software TR 09-05-08 -5.74 -17.56 -3.78 -11.83 -6.67 3.66 4.17
— Telecommunication TR 09-05-08 -2.78 -21.81 -0.73 -16.76 -22.35 5.71 7.76
Services TR 09-05-08 -0.80 -14.40 -2.09 -6.54 -16.76 -0.11 4.22
— Business Services TR 09-05-08 -4.57 -11.30 -4.05 -13.69 -7.07 9.80 10.43
— Consumer Services TR 09-05-08 0.61 -5.18 2.37 -6.37 -8.96 0.90 4.55
— Financial Services TR 09-05-08 1.46 -23.18 -2.51 -11.87 -29.74 -5.38 1.35
— Healthcare TR 09-05-08 -2.68 -8.62 -3.23 -1.42 -4.90 2.91 5.48
Manufacturing TR 09-05-08 -4.70 -12.94 -2.94 -14.19 -5.82 9.23 14.05
— Consumer Goods TR 09-05-08 0.73 -5.16 0.42 -1.66 0.44 7.86 9.92
— Energy TR 09-05-08 -7.84 -13.53 -4.21 -22.15 -2.84 12.84 24.01
— Industrial Materials TR 09-05-08 -5.01 -17.04 -3.96 -16.71 -12.61 7.75 10.10
— Utilities TR 09-05-08 -5.51 -15.43 -3.14 -14.25 -6.66 6.38 14.33
Moat
Morningstar Wide Moat 100 TR 09-05-08 -2.22 -8.07 -2.60 -5.42 -9.49 3.15 4.29
Morningstar Wide Moat Focus TR 09-05-08 -0.21 6.99 1.00 -0.72 0.81 8.26 12.95
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 09-05-08 -2.69 -13.81 -2.97 -10.36 -13.43 4.91 5.81
NASDAQ Composite PR USD PR 09-05-08 -4.72 -14.95 -4.00 -11.53 -13.43 1.76 3.95
Russell 2000 TR TR 09-05-08 -2.78 -5.32 -0.18 -5.48 -7.84 3.99 8.44
S&P 500 TR 09-05-08 -3.10 -14.14 -3.05 -11.03 -13.84 2.64 5.96
S&P MidCap 400 TR 09-05-08 -3.65 -7.57 -1.98 -12.12 -7.93 4.86 9.77
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Bond Indexes
Broad Market
Core Bond TR 09-04-08 0.79 3.41 2.09 1.65 7.62 4.82 5.05
Intermediate Core Bond TR 09-04-08 0.82 3.64 2.31 1.58 7.92 4.19 5.34
Long-Term Core Bond TR 09-04-08 1.06 2.93 2.69 2.38 7.83 3.86 6.02
Short-Term Core Bond TR 09-04-08 0.42 3.32 0.94 1.04 6.67 4.90 3.85
Corporate
Corp Bond TR 09-04-08 0.74 0.99 1.47 0.23 4.11 3.21 4.44
Intermediate Corp Bond TR 09-04-08 0.78 1.90 1.29 0.19 5.08 3.89 4.44
Long-Term Corp Bond TR 09-04-08 0.91 -0.45 1.83 0.05 2.92 2.05 4.94
Short-Term Corp Bond TR 09-04-08 0.43 2.83 0.99 0.55 5.44 4.38 3.82
Government
Intermediate US Govt Bond TR 09-04-08 0.94 5.18 2.02 2.47 10.63 5.97 5.19
Long-Term US Govt Bond TR 09-04-08 1.18 5.75 3.41 4.37 11.91 5.36 6.90
Short-Term US Govt Bond TR 09-04-08 0.42 3.50 0.92 1.22 7.12 5.10 3.85
US Govt Bond TR 09-04-08 0.79 4.63 1.99 2.55 9.44 5.33 5.19
Other
Mortgage Bond TR 09-04-08 0.80 3.57 2.48 1.59 7.81 5.17 5.22
TIPS TR 09-04-08 -0.62 4.90 0.31 1.52 11.69 5.77 6.82
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Bond Indexes
LB US Agg Bond TR TR 09-05-08 0.61 2.63 1.78 1.43 6.02 4.46 4.61
LB US Government TR TR 09-05-08 0.68 4.26 1.81 2.56 8.35 5.24 4.86
LB US MBS TR TR 09-05-08 0.54 3.62 2.29 1.85 7.12 5.22 5.04
ML US HY Master II TR 09-05-08 0.01 -2.57 0.65 -4.08 -1.63 3.56 6.44
USTREAS T-Bill Auction Ave 3 --- 08-31-08 --- 1.29 0.15 0.46 2.58 4.14 3.23
USTREAS T-Bill Cnst Mat Rate 10 TR 08-31-08 --- 2.51 0.31 0.97 3.95 4.46 4.37
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Municipal Indexes
LB Municipal TR USD TR 09-05-08 0.61 2.19 1.81 1.00 4.69 3.46 4.46
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Foreign Indexes
MSCI AC Far East Ex Japan USD PR 09-05-08 -7.99 -33.08 -11.86 -25.37 -26.96 7.56 11.19
MSCI AC World USD PR 09-04-08 -5.04 -20.36 -5.04 -15.85 -18.53 2.80 7.50
MSCI EAFE LCL PR 09-04-08 -2.61 -21.42 -0.50 -12.77 -22.82 0.61 5.43
MSCI EAFE NR USD TR 09-04-08 -4.23 -21.70 -6.75 -18.38 -19.23 5.24 12.10
MSCI EASEA LCL PR 09-04-08 -2.92 -21.90 0.35 -11.76 -22.18 0.96 5.89
MSCI EM Latin America USD PR 09-04-08 -9.87 -17.40 -10.53 -25.99 -2.81 25.04 32.13
MSCI EM LCL PR 09-04-08 -4.71 -26.04 -6.72 -20.94 -18.24 11.21 15.47
MSCI EM USD PR 09-04-08 -6.66 -28.29 -11.41 -23.88 -18.12 12.70 18.47
MSCI Europe LCL PR 09-04-08 -3.05 -21.62 0.58 -11.62 -22.48 0.55 5.46
MSCI Europe NR USD TR 09-04-08 -5.42 -22.96 -7.47 -17.97 -19.94 6.06 13.24
MSCI Hong Kong USD PR 09-05-08 -5.46 -32.63 -7.38 -21.20 -19.12 4.20 9.64
MSCI Japan JPY PR 09-05-08 -6.78 -21.45 -6.18 -18.12 -25.90 -1.55 3.39
MSCI Japan NR USD TR 09-05-08 -4.96 -16.73 -4.74 -18.31 -18.42 0.72 6.56
MSCI North America NR USD TR 09-04-08 -5.28 -14.47 -1.54 -10.75 -14.52 2.88 6.17
MSCI Pacific Ex Japan LCL PR 09-05-08 -5.36 -25.40 -1.82 -14.29 -21.86 3.34 9.04
MSCI Pacific Ex Japan NR USD TR 09-05-08 -9.22 -27.70 -9.39 -22.95 -19.76 8.51 16.47
MSCI Pacific LCL PR 09-05-08 -6.33 -22.78 -4.82 -16.92 -24.56 0.00 4.99
MSCI Pacific NR USD TR 09-05-08 -6.31 -20.44 -6.22 -19.79 -18.85 2.85 9.16
MSCI World Ex US NR USD TR 09-04-08 -4.58 -20.94 -6.86 -18.25 -18.13 5.83 12.64
MSCI World Ex USA LCL PR 09-04-08 -3.00 -20.25 -0.92 -12.80 -21.50 1.15 5.91
Name Type As of Date 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Commodity Indexes
Long/Flat Commodity TR 09-04-08 -2.42 3.56 -7.93 -11.63 21.16 7.66 14.11
Long/Short Commodity TR 09-04-08 -0.47 3.49 -8.37 -11.51 19.19 4.69 11.33
Long-Only Commodity TR 09-04-08 -4.91 4.11 -8.24 -13.03 23.86 10.52 18.30
Short/Flat Commodity TR 09-04-08 2.21 1.09 -0.36 0.45 0.40 1.03 0.23
Short-Only Commodity TR 09-04-08 4.91 -7.51 6.78 9.07 -19.07 -4.17 -11.81
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