Industry Performance 12/22/2016 10:04
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
US Market -0.92 -9.38 -4.2 -9.4 -10.49 8.58 8.83
Style
US Core -0.91 -9.19 -4.15 -8.79 -11.01 8.92 9.73
US Growth -0.78 -12.41 -7.16 -13.14 -11.31 9.66 9.14
US Large Cap -0.65 -8.66 -3.89 -8.48 -8.5 9.36 9.41
US Large Core -0.67 -8.73 -3.97 -7.92 -9.44 9.74 10.38
US Large Growth -0.54 -11.52 -6.74 -12.24 -8.69 11.4 10.46
US Large Val -0.74 -5.35 -0.61 -4.7 -7.36 6.95 7.37
US Mid Cap -1.56 -10.77 -4.74 -11.03 -14.71 7.3 7.81
US Mid Core -1.56 -10.41 -4.76 -10.66 -14.23 7.72 8.88
US Mid Growth -1.16 -14.15 -7.94 -14.88 -18.06 5.18 5.63
US Mid Val -1.92 -7.74 -1.5 -7.51 -11.89 8.99 8.88
US Small Cap -2.06 -13.19 -6.14 -14.59 -18.86 3.81 5.39
US Small Core -1.3 -10.02 -4.03 -11.72 -16.15 4.91 5.56
US Small Growth -2.66 -18.15 -10.13 -19.09 -20.98 3.23 4.7
US Small Val -2.32 -11.44 -4.33 -13.05 -19.54 3.21 5.87
US Value -1.06 -6.22 -1.02 -5.81 -9.11 7.15 7.6
Sector
Cyclical -1.59 -12.52 -6.89 -13.25 -12.46 7.45 7.78
Basic Materials -1.92 -8.96 0.23 -9.14 -20.21 -0.15 -0.09
Consumer Cyclical -0.55 -12.17 -7.53 -13.45 -9.24 10.27 12
Financial Services -1.65 -14.03 -7.59 -15.42 -12.98 7.7 6.68
Real Estate -4.25 -10.38 -7.32 -6.92 -13.38 4.04 7.3
Defensive -0.18 -6.38 -2.57 -2.67 -3.85 14.14 14.99
Consumer Defensive 0.49 -1.44 0.19 3.28 1.86 13.19 14.03
Healthcare -0.15 -11.7 -6.07 -8.43 -8.71 16.16 17.06
Utilities -2.04 4.91 5.49 7.86 2.89 11.13 11.47
Sensitive -0.87 -8.74 -3.05 -10.5 -13.13 6.13 6.1
Communication Services -1.35 -3.66 -0.45 -4.51 -2.92 8.99 11.47
Energy -0.99 -8.54 0.71 -16.37 -30.44 -9.18 -3.81
Industrials -0.83 -7.49 -1.63 -8.33 -10.97 8.96 8.09
Technology -0.79 -11.85 -6.51 -12.5 -10.73 10.62 7.9
Moat
Morningstar Wide Moat Focus -1.55 -5.73 -1.58 -6.92 -8.41 7.08 10.01
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Domestic Stock Indexes
DJ Industrial Average TR -1.23 -7.99 -2.99 -7.8 -8.9 7.06 8.13
NASDAQ Composite PR -0.59 -13.38 -7.44 -13.34 -10.71 10.83 9.07
NYSE Composite PR -1.71 -9.01 -3.62 -9.83 -16.06 1 1.96
Russell 2000 TR -1.34 -14.31 -6.84 -15.51 -18.95 3.33 4.84
--- -0.72 -8.51 -3.61 -8.34 -8.79 9.35 9.32
S&P MidCap 400 -1.31 -9.62 -3.49 -10.66 -14.21 5.91 7
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Bond Indexes
Broad Market
US Core Bd TR Bond 0.25 1.87 1.06 2.13 1.86 2.51 4.05
US Inter Core Bd TR Bond 0.16 1.83 1 2.15 2.93 2.86 4.08
US Lng Core Bd TR Bond 0.71 3.25 1.87 3.75 -0.09 3.59 7.29
US Shrt Core Bd TR Bond 0.03 0.8 0.48 0.71 1.24 1.04 1.51
Corporate
US Corp Bd TR Bond -0.08 0.15 -0.38 -0.07 -1.7 1.99 4.65
US Inter Corp Bd TR Bond -0.25 0.49 -0.2 0.12 0.57 2.29 4.62
US Lng Corp Bd TR Bond 0.02 -0.12 -0.74 -0.31 -4.68 2.06 6.08
US Shrt Corp Bd TR Bond -0.09 0.25 -0.04 0.1 0.89 1.49 2.49
Government
US Gov Bd TR Bond 0.5 3.08 2.04 3.47 3.07 2.32 3.74
US Inter Gov Bd TR Bond 0.29 3 1.82 3.28 3.71 2.11 3.74
US Lng Gov Bd TR Bond 1.4 6.84 4.61 8.17 4.85 5.52 8.52
US Shrt Gov Bd TR Bond 0.09 1.01 0.69 0.96 1.39 0.91 1.22
Other
Mortgage TR Bond 0.2 1.66 0.94 2.15 3.12 3.26 4.02
TIPS TR 0.09 1.59 1.22 1.72 -0.74 -1.34 3.28
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Other Bond Indexes
Barclays US Agg Bond TR 0.16 1.78 0.96 1.98 1.36 2.28 3.8
Barclays US Government TR 0.48 3.04 1.98 3.36 2.94 2.28 3.64
Barclays US MBS TR 0.13 1.46 0.8 1.86 2.4 2.68 3.44
BofAML US HY Master II TR -1.98 -4.61 -3.92 -7.85 -10.66 -0.32 3.27
USTREAS T-Bill Auction Ave 3 --- 0.02 0.02 0.06 0.07 0.05 0.06
USTREAS T-Bill Cnst Mat Rate 10 --- 3.16 3.16 2.53 -0.32 2.49 4.86
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Municipal Indexes
Barclays Municipal TR USD 0.28 1.8 0.97 3.42 4.43 3.58 5.93
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Foreign Indexes
DJ Malaysia PR USD -1.45 -0.41 4.43 2.53 -20.21 -8.35 -4.34
Euronext BEL 20 PR EUR -3.09 -13.42 -8.95 -11.24 -10.18 8.35 3.38
Euronext Paris CAC 40 NR EUR -4.89 -13.76 -8.67 -17.5 -13.53 5.14 2.15
Euronext Paris CAC 40 PR EUR -7.24 -15.97 -11.01 -19.77 -17.55 1.86 -1.02
FSE DAX PR EUR -3.43 -16.82 -10.51 -17.12 -19.96 2.42 0.8
FSE DAX TR EUR -3.43 -16.53 -10.19 -16.83 -17.88 5.39 4
FTSE 100 PR GBP -2.4 -8.57 -3.74 -7.62 -16.41 -3.43 -1.2
FTSE 100 TR GBP -2.3 -8.37 -3.55 -7.22 -13.31 0.16 2.42
FTSE 250 PR GBP -3.57 -11.47 -7.53 -8.53 -8.2 4.62 5.52
Hang Seng Hong Kong Composite PR HKD -5.1 -17.92 -8.15 -21.27 -25.51 -8.29 -4.85
Hang Seng HSI PR HKD -5.02 -16.4 -7.06 -19.96 -24.99 -7.59 -4.31
MSCI AC Far East Ex Japan PR USD -3.33 -11.46 -2.79 -14.6 -23.3 -7.52 -3.85
MSCI ACWI PR USD -2.59 -10.59 -4.52 -11.42 -15.92 0.05 0.88
MSCI EAFE NR USD -4.72 -12.95 -6.25 -13.46 -16.02 -1.31 -0.04
MSCI EAFE PR LCL -5.96 -15.04 -8.97 -16.03 -16.92 1.43 0.62
MSCI EASEA PR LCL -3.86 -12.51 -7.14 -12.94 -16.14 0.23 -0.09
MSCI EM Latin America PR USD -3.63 -7.75 1.68 -15.87 -34.96 -24.31 -17.37
MSCI EM PR LCL -3.37 -8.92 -1.94 -11.93 -18.7 -4.79 -2.47
MSCI EM PR USD -3.84 -10.44 -1.65 -14.69 -26.77 -12.43 -8.2
MSCI Europe NR USD -3.21 -11.27 -5.06 -12.12 -16.25 -1.12 0.29
MSCI Europe PR LCL -3.86 -12.72 -7.57 -13.39 -15.69 0.83 0.17
MSCI Hong Kong PR USD -2.34 -13.74 -6.03 -16.72 -19.62 -4.26 -0.89
MSCI Japan NR USD -9.37 -17.69 -10.85 -18.6 -13.05 1.58 -0.07
MSCI Japan PR LCL -12.67 -22.86 -14.78 -25.44 -18.97 6.43 4.12
MSCI North America NR USD -0.98 -8.91 -3.74 -9.09 -11.09 7.14 7.29
MSCI Pacific Ex Japan NR USD -3.59 -12.63 -3.1 -10.56 -20.62 -7.25 -1.76
MSCI Pacific Ex Japan PR LCL -3.68 -11.29 -4.26 -10.75 -19.45 -3.22 -1.42
MSCI Pacific NR USD -7.49 -16.04 -8.36 -16.05 -15.77 -1.82 -0.63
MSCI Pacific PR LCL -9.8 -19.25 -11.47 -20.94 -19.42 2.39 1.7
MSCI World ex USA NR USD -4.62 -12.37 -5.59 -13.14 -16.88 -2.03 -0.67
MSCI World Ex USA PR LCL -5.74 -14.33 -8.32 -15.29 -17.18 1.18 0.32
Nikkei 225 Average PR JPY -11.1 -21.44 -13.16 -24.09 -16.84 9.56 7.11
S&P BSE SENSEX India INR -6.62 -11.99 -6.87 -11.14 -20.2 5.53 5.33
S&P/ASX All Ordinaries PR -4.16 -9.88 -3.32 -7.05 -15.61 -1.12 -0.63
S&P/TSX Composite PR -3 -4.83 0.06 -5.68 -18.7 -1.07 -2.1
SIX SMI PR CHF -3.81 -13.17 -8.11 -13.16 -11.08 1.02 2.81
SIX SMI TR CHF -3.81 -13.17 -8.11 -13.16 -8.37 4.13 6.15
SSE Composite PR CNY 0.95 -21.92 -15.94 -21.55 -11.89 4.34 -0.26
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Global Equity Indexes
EM GR USD_Liq 0.61 15.69 6.16 4.76 15.91 4.56 -0.19
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Target Risk Indexes
Agg Tgt Risk TR USD -2.16 -9.69 -3.88 -10.34 -13.63 2.86 4.31
Con Tgt Risk TR USD -0.05 -0.34 0.45 -0.31 -1.78 1.44 3.28
Mod Agg Tgt Risk TR USD -1.69 -7.77 -2.91 -8.32 -11.32 2.7 4.22
Mod Con Tgt Risk TR USD -0.5 -2.75 -0.62 -2.84 -4.59 2.26 3.92
Mod Tgt Risk TR USD -1.07 -5.25 -1.74 -5.56 -8.03 2.54 4.18
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Target-Date Indexes
Lifetime Agg 2000 TR USD -0.67 -3.74 -1.09 -4.02 -6.15 2.34 4.16
Lifetime Agg 2005 TR USD -0.74 -4.11 -1.24 -4.4 -6.7 2.59 4.37
Lifetime Agg 2010 TR USD -0.86 -4.68 -1.49 -5 -7.48 2.86 4.55
Lifetime Agg 2015 TR USD -1.03 -5.46 -1.84 -5.83 -8.48 3.15 4.69
Lifetime Agg 2020 TR USD -1.27 -6.52 -2.34 -6.96 -9.79 3.41 4.81
Lifetime Agg 2025 TR USD -1.56 -7.76 -2.94 -8.29 -11.3 3.51 4.84
Lifetime Agg 2030 TR USD -1.85 -8.87 -3.48 -9.49 -12.69 3.39 4.75
Lifetime Agg 2035 TR USD -2.04 -9.56 -3.81 -10.26 -13.61 3.13 4.57
Lifetime Agg 2040 TR USD -2.14 -9.82 -3.92 -10.57 -14.03 2.85 4.36
Lifetime Agg 2045 TR USD -2.19 -9.9 -3.94 -10.68 -14.23 2.61 4.18
Lifetime Agg 2050 TR USD -2.23 -9.94 -3.94 -10.76 -14.39 2.38 4
Lifetime Agg 2055 TR USD -2.27 -9.97 -3.94 -10.83 -14.55 2.14 3.82
Lifetime Agg Incm TR USD -0.66 -3.68 -1.06 -3.96 -6.06 2.23 4.08
Lifetime Con 2000 TR USD -0.14 -0.77 0.29 -0.92 -2.73 0.93 3.26
Lifetime Con 2005 TR USD -0.13 -0.82 0.29 -0.95 -2.94 1.2 3.56
Lifetime Con 2010 TR USD -0.17 -1.06 0.2 -1.19 -3.37 1.51 3.87
Lifetime Con 2015 TR USD -0.24 -1.48 0.03 -1.63 -4 1.83 4.15
Lifetime Con 2020 TR USD -0.34 -2.04 -0.2 -2.21 -4.76 2.13 4.38
Lifetime Con 2025 TR USD -0.5 -2.79 -0.54 -3.02 -5.73 2.47 4.56
Lifetime Con 2030 TR USD -0.74 -3.92 -1.05 -4.23 -7.1 2.8 4.69
Lifetime Con 2035 TR USD -1.07 -5.37 -1.72 -5.78 -8.83 2.98 4.72
Lifetime Con 2040 TR USD -1.4 -6.76 -2.38 -7.29 -10.52 2.91 4.65
Lifetime Con 2045 TR USD -1.64 -7.66 -2.81 -8.28 -11.69 2.66 4.46
Lifetime Con 2050 TR USD -1.77 -8.11 -3.02 -8.79 -12.36 2.38 4.28
Lifetime Con 2055 TR USD -1.84 -8.27 -3.07 -8.99 -12.67 2.16 4.11
Lifetime Con Incm TR USD -0.13 -0.76 0.29 -0.91 -2.67 0.87 3.11
Lifetime Mod 2000 TR USD -0.41 -2.34 -0.43 -2.55 -4.53 1.67 3.75
Lifetime Mod 2005 TR USD -0.45 -2.53 -0.5 -2.75 -4.9 1.93 4
Lifetime Mod 2010 TR USD -0.52 -2.92 -0.66 -3.15 -5.48 2.21 4.24
Lifetime Mod 2015 TR USD -0.63 -3.49 -0.9 -3.75 -6.25 2.5 4.44
Lifetime Mod 2020 TR USD -0.8 -4.29 -1.26 -4.6 -7.27 2.83 4.61
Lifetime Mod 2025 TR USD -1.06 -5.46 -1.81 -5.86 -8.7 3.14 4.74
Lifetime Mod 2030 TR USD -1.39 -6.87 -2.48 -7.37 -10.4 3.26 4.75
Lifetime Mod 2035 TR USD -1.7 -8.13 -3.09 -8.73 -11.96 3.15 4.65
Lifetime Mod 2040 TR USD -1.92 -8.93 -3.47 -9.61 -13 2.89 4.47
Lifetime Mod 2045 TR USD -2.03 -9.25 -3.61 -9.99 -13.5 2.61 4.27
Lifetime Mod 2050 TR USD -2.08 -9.36 -3.65 -10.14 -13.75 2.38 4.1
Lifetime Mod 2055 TR USD -2.13 -9.42 -3.66 -10.23 -13.94 2.15 3.92
Lifetime Mod Incm TR USD -0.41 -2.3 -0.41 -2.52 -4.46 1.59 3.63
Name 1-Week YTD 4-Week 13-Week 1-Year 3-Year 5-Year
Morningstar Commodity Indexes
Lng/Flt Cmdty TR -0.6 -0.05 -0.66 -2.55 -4.64 -4.2
Lng/Shrt Cmdty TR -0.44 -2.08 -1.7 -1.64 -0.12 -1.37 -2.87
Lng-Only Cmdty TR -0.08 -6.04 1.28 -13.14 -30.07 -21.18 -13.73
Shrt/Flt Cmdty TR -0.44 -1.46 -1.62 -0.98 2.47 3.38 1.31
Shrt-Only Cmdty TR 0.27 5.19 -2.3 15.47 37 23.06 11.77
Source: MorningStar