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 | 12-27-19 | 0.52 | 31.56 | 2.64 | 9.83 | 32.63 | 14.42 | 11.13 |
Style | |||||||||
US Core | TR | 12-27-19 | 0.61 | 33.09 | 2.72 | 10.40 | 34.34 | 13.17 | 10.23 |
US Growth | TR | 12-27-19 | 0.79 | 35.80 | 2.98 | 11.58 | 36.98 | 20.44 | 13.76 |
US Large Cap | TR | 12-27-19 | 0.70 | 32.23 | 3.10 | 10.56 | 33.28 | 15.64 | 11.82 |
US Large Core | TR | 12-27-19 | 0.78 | 33.15 | 3.18 | 11.32 | 34.41 | 13.94 | 10.67 |
US Large Growth | TR | 12-27-19 | 0.80 | 34.69 | 3.80 | 11.60 | 35.67 | 21.43 | 14.48 |
US Large Val | TR | 12-27-19 | 0.25 | 25.91 | 2.21 | 7.55 | 26.83 | 10.45 | 9.53 |
US Mid Cap | TR | 12-27-19 | 0.18 | 31.13 | 1.49 | 7.52 | 32.19 | 12.34 | 9.85 |
US Mid Core | TR | 12-27-19 | 0.15 | 31.77 | 1.28 | 6.90 | 33.03 | 11.55 | 8.99 |
US Mid Growth | TR | 12-27-19 | 0.38 | 36.56 | 1.24 | 9.60 | 38.05 | 18.00 | 11.68 |
US Mid Val | TR | 12-27-19 | 0.02 | 24.57 | 2.02 | 5.93 | 24.98 | 7.34 | 8.69 |
US Small Cap | TR | 12-27-19 | -0.25 | 25.99 | 1.33 | 9.18 | 27.29 | 7.88 | 7.63 |
US Small Core | TR | 12-27-19 | -0.17 | 29.53 | 1.58 | 8.62 | 30.61 | 7.70 | 7.96 |
US Small Growth | TR | 12-27-19 | -0.03 | 28.04 | 0.16 | 10.16 | 29.82 | 13.76 | 10.10 |
US Small Val | TR | 12-27-19 | -0.48 | 19.74 | 2.36 | 8.55 | 20.79 | 2.16 | 4.69 |
US Value | TR | 12-27-19 | 0.15 | 25.18 | 2.18 | 7.28 | 26.03 | 9.29 | 9.06 |
Sector | |||||||||
US Cyclcl Sup Sec | TR | 12-27-19 | 0.64 | 30.06 | 2.10 | 7.99 | 31.39 | 13.36 | 11.05 |
US Basic Materials | TR | 12-27-19 | 0.66 | 25.87 | 2.21 | 7.61 | 26.30 | 7.77 | 6.58 |
US Consumr Cyclcl | TR | 12-27-19 | 1.19 | 27.94 | 2.74 | 8.63 | 29.79 | 16.20 | 12.34 |
US Financial Services | TR | 12-27-19 | 0.22 | 33.60 | 2.31 | 9.66 | 34.86 | 13.34 | 11.99 |
US Real Estate | TR | 12-27-19 | 0.49 | 26.19 | -0.82 | -0.06 | 26.79 | 9.42 | 6.94 |
US Dfnsve Sup Sec | TR | 12-27-19 | 0.08 | 24.29 | 2.94 | 10.19 | 25.64 | 13.82 | 9.51 |
US Consumr Dfnsve | TR | 12-27-19 | 0.17 | 28.01 | 2.62 | 4.65 | 28.65 | 9.65 | 8.07 |
US Healthcare | TR | 12-27-19 | 0.17 | 22.21 | 3.22 | 16.19 | 24.09 | 16.26 | 10.19 |
US Utilities | TR | 12-27-19 | -0.51 | 24.48 | 2.51 | -0.16 | 24.96 | 13.55 | 9.75 |
US Snstve Sup Sec | TR | 12-27-19 | 0.69 | 37.41 | 2.91 | 11.15 | 38.06 | 15.65 | 12.21 |
US Commun Svc Capped | TR | 12-27-19 | 0.26 | 32.46 | 1.71 | 5.99 | 33.44 | 8.19 | 10.11 |
US Energy Capped | TR | 12-27-19 | 0.63 | 9.83 | 5.32 | 4.93 | 9.40 | -5.00 | -3.15 |
US Industrials | TR | 12-27-19 | 0.33 | 31.99 | -0.09 | 6.81 | 32.98 | 11.99 | 10.15 |
US Technology | TR | 12-27-19 | 1.11 | 46.97 | 4.18 | 15.51 | 47.69 | 24.93 | 18.18 |
Moat | |||||||||
Morningstar Wide Moat Focus | TR | 12-27-19 | 0.69 | 36.82 | 2.43 | 12.72 | 37.65 | 18.47 | 14.21 |
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 | 12-27-19 | 0.67 | 25.81 | 1.92 | 7.46 | 26.84 | 15.52 | 12.39 |
NASDAQ Composite PR | PR | 12-27-19 | 0.91 | 35.74 | 3.46 | 13.44 | 36.89 | 17.96 | 13.38 |
NYSE Composite PR | --- | 12-27-19 | 0.40 | 22.59 | 2.47 | 7.49 | 23.56 | 7.75 | 4.89 |
Russell 2000 TR | TR | 12-27-19 | -0.15 | 25.50 | 2.27 | 10.13 | 27.15 | 8.07 | 8.05 |
S&P 500 TR | TR | 12-27-19 | 0.60 | 31.84 | 2.90 | 9.92 | 32.83 | 14.87 | 11.44 |
S&P MidCap 400 | TR | 12-27-19 | -0.12 | 26.13 | 1.72 | 7.73 | 27.41 | 8.83 | 8.80 |
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 | 10-31-19 | 0.48 | 8.69 | 0.26 | 2.26 | 11.40 | 3.25 | 3.32 |
US Inter Core Bd TR Bond | TR | 10-31-19 | 0.36 | 6.46 | 0.36 | 1.45 | 9.26 | 2.64 | 2.96 |
US Lng Core Bd TR Bond | TR | 10-31-19 | 1.00 | 17.89 | -0.03 | 4.78 | 22.28 | 5.61 | 5.60 |
US Shrt Core Bd TR Bond | TR | 10-31-19 | 0.19 | 4.41 | 0.38 | 1.22 | 5.70 | 2.12 | 1.82 |
Corporate | |||||||||
US Corp Bd TR Bond | TR | 10-31-19 | 0.55 | 13.56 | 0.57 | 3.00 | 15.01 | 4.96 | 4.55 |
US Inter Corp Bd TR Bond | TR | 10-31-19 | 0.40 | 11.15 | 0.73 | 2.39 | 12.43 | 4.28 | 4.11 |
US Lng Corp Bd TR Bond | TR | 10-31-19 | 0.86 | 20.39 | 0.56 | 4.33 | 22.35 | 6.66 | 6.07 |
US Shrt Corp Bd TR Bond | TR | 10-31-19 | 0.19 | 5.79 | 0.48 | 1.44 | 6.73 | 2.94 | 2.56 |
Government | |||||||||
US Gov Bd TR Bond | TR | 10-31-19 | 0.53 | 7.83 | 0.03 | 2.56 | 11.12 | 2.66 | 2.75 |
US Inter Gov Bd TR Bond | TR | 10-31-19 | 0.40 | 6.78 | 0.28 | 1.91 | 9.83 | 2.35 | 2.60 |
US Lng Gov Bd TR Bond | TR | 10-31-19 | 1.15 | 15.20 | -0.63 | 5.22 | 22.18 | 4.34 | 5.12 |
US Shrt Gov Bd TR Bond | TR | 10-31-19 | 0.19 | 3.78 | 0.33 | 1.12 | 5.23 | 1.73 | 1.47 |
Other | |||||||||
Mortgage TR Bond | TR | 10-31-19 | 0.34 | 5.29 | 0.30 | 1.02 | 8.31 | 2.36 | 2.82 |
US TIPS TR | TR | 10-31-19 | -0.01 | 7.78 | -0.07 | 1.18 | 8.83 | 2.41 | 2.33 |
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 | 12-27-19 | 0.30 | 8.87 | 0.07 | 0.37 | 9.18 | 4.34 | 3.15 |
BBgBarc US Government TR | TR | 12-27-19 | 0.31 | 7.05 | -0.36 | -0.54 | 7.32 | 3.61 | 2.49 |
BBgBarc US MBS TR | TR | 12-27-19 | 0.18 | 6.30 | 0.28 | 0.75 | 6.69 | 3.53 | 2.62 |
ICE BofAML US High Yield TR | TR | 12-27-19 | 0.14 | 14.39 | 2.09 | 2.56 | 14.99 | 6.37 | 6.15 |
USTREAS T-Bill Auction Ave 3 | --- | 11-30-19 | --- | 2.02 | 0.13 | 0.44 | 2.22 | 1.68 | 1.08 |
USTREAS T-Bill Cnst Mat Rate 10 | TR | 11-30-19 | --- | 10.42 | -0.68 | -2.13 | 13.76 | 4.22 | 2.92 |
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 | 12-27-19 | 0.08 | 7.54 | 0.33 | 0.76 | 7.61 | 4.84 | 3.59 |
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 | 12-27-19 | 0.51 | -1.44 | 2.49 | 3.15 | -0.59 | 2.36 | -4.77 |
Euronext BEL 20 PR EUR | PR | 12-27-19 | 0.09 | 23.21 | 2.15 | 7.66 | 26.27 | 3.48 | 3.86 |
Euronext Paris CAC 40 NR EUR | TR | 12-27-19 | 0.26 | 30.52 | 1.93 | 7.16 | 34.27 | 10.03 | 9.55 |
Euronext Paris CAC 40 PR EUR | PR | 12-27-19 | 0.26 | 27.62 | 1.87 | 7.03 | 31.29 | 7.59 | 7.04 |
FSE DAX PR EUR | PR | 12-27-19 | 0.14 | 22.34 | 0.33 | 7.68 | 24.43 | 2.13 | 3.11 |
FSE DAX TR EUR | TR | 12-27-19 | 0.14 | 26.31 | 0.38 | 7.72 | 28.47 | 5.15 | 6.09 |
FTSE 100 PR GBP | PR | 12-27-19 | 0.82 | 13.63 | 2.90 | 2.94 | 16.10 | 2.65 | 2.95 |
FTSE 100 TR GBP | TR | 12-27-19 | 0.91 | 18.91 | 3.12 | 3.83 | 21.50 | 7.09 | 7.24 |
FTSE 250 PR GBP | PR | 12-27-19 | 1.77 | 26.04 | 5.27 | 10.46 | 29.07 | 7.19 | 6.49 |
Hang Seng Hong Kong Composite PR HKD | TR | 12-27-19 | 1.36 | 11.15 | 4.95 | 9.73 | 12.97 | 9.32 | 3.61 |
Hang Seng HSI PR HKD | PR | 12-27-19 | 1.27 | 9.21 | 4.72 | 8.75 | 10.78 | 9.37 | 3.87 |
MSCI AC Far East Ex Japan PR USD | PR | 12-27-19 | 1.09 | 16.79 | 5.43 | 12.84 | 18.04 | 10.87 | 4.33 |
MSCI ACWI PR USD | PR | 12-27-19 | 0.68 | 24.40 | 3.12 | 9.06 | 25.87 | 10.25 | 6.12 |
MSCI EAFE NR USD | TR | 12-27-19 | 0.77 | 22.36 | 3.03 | 8.11 | 24.72 | 9.94 | 5.55 |
MSCI EAFE PR LCL | PR | 12-27-19 | 0.28 | 19.29 | 1.65 | 5.76 | 20.88 | 5.00 | 3.86 |
MSCI EASEA (EAFE ex JAPAN) PR LCL | PR | 12-27-19 | 0.38 | 20.11 | 1.80 | 5.14 | 22.45 | 5.35 | 3.99 |
MSCI EM Latin America PR USD | PR | 12-27-19 | 1.04 | 14.20 | 11.14 | 9.09 | 17.06 | 8.75 | 1.55 |
MSCI EM PR LCL | PR | 12-27-19 | 0.79 | 15.70 | 4.75 | 9.75 | 16.95 | 9.71 | 5.12 |
MSCI EM PR USD | PR | 12-27-19 | 0.99 | 15.82 | 6.24 | 11.69 | 17.46 | 9.82 | 3.27 |
MSCI Europe NR USD | TR | 12-27-19 | 1.01 | 24.26 | 3.96 | 9.20 | 27.61 | 10.33 | 4.92 |
MSCI Europe PR LCL | PR | 12-27-19 | 0.40 | 21.36 | 2.13 | 5.54 | 24.00 | 5.15 | 4.12 |
MSCI Hong Kong PR USD | PR | 12-27-19 | 1.03 | 6.98 | 2.24 | 7.04 | 8.14 | 8.45 | 4.00 |
MSCI Japan NR USD | TR | 12-27-19 | 0.01 | 19.40 | 1.13 | 6.41 | 19.90 | 8.71 | 7.43 |
MSCI Japan PR LCL | PR | 12-27-19 | 0.00 | 16.73 | 1.18 | 7.67 | 16.13 | 4.09 | 3.44 |
MSCI North America NR USD | TR | 12-27-19 | 0.61 | 31.02 | 2.70 | 9.55 | 32.04 | 13.84 | 10.26 |
MSCI Pacific Ex Japan NR USD | TR | 12-27-19 | 1.02 | 19.11 | 2.32 | 5.95 | 20.55 | 10.75 | 6.02 |
MSCI Pacific Ex Japan PR LCL | PR | 12-27-19 | 0.26 | 14.51 | 0.20 | 2.96 | 15.58 | 6.66 | 3.70 |
MSCI Pacific NR USD | TR | 12-27-19 | 0.34 | 19.36 | 1.51 | 6.26 | 20.17 | 9.41 | 6.94 |
MSCI Pacific PR LCL | PR | 12-27-19 | 0.09 | 16.10 | 0.86 | 6.11 | 16.07 | 4.97 | 3.53 |
MSCI World ex USA NR USD | TR | 12-27-19 | 0.77 | 22.77 | 2.92 | 7.75 | 25.03 | 9.68 | 5.32 |
MSCI World Ex USA PR LCL | PR | 12-27-19 | 0.27 | 19.26 | 1.51 | 5.47 | 20.82 | 4.86 | 3.78 |
Nikkei 225 Average PR JPY | PR | 12-27-19 | 0.09 | 19.10 | 1.71 | 8.95 | 18.73 | 7.10 | 5.99 |
S&P BSE SENSEX India INR | PR | 12-27-19 | -0.26 | 15.27 | 1.35 | 7.09 | 16.11 | 16.62 | 8.82 |
S&P/ASX All Ordinaries PR | PR | 12-27-19 | 0.17 | 21.49 | -0.21 | 1.64 | 22.50 | 6.92 | 5.25 |
S&P/TSX Composite PR | PR | 12-27-19 | 0.29 | 19.87 | 0.40 | 2.84 | 21.20 | 3.85 | 3.28 |
SIX SMI PR CHF | PR | 12-27-19 | 0.48 | 27.30 | 1.91 | 6.90 | 30.93 | 9.12 | 3.53 |
SIX SMI TR CHF | PR | 12-27-19 | 0.48 | 31.55 | 1.91 | 6.90 | 35.30 | 12.79 | 7.01 |
SSE Composite PR CNY | PR | 12-27-19 | 0.00 | 20.50 | 3.51 | 2.49 | 21.02 | -1.19 | -0.99 |
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 | 12-27-19 | 0.61 | 26.09 | 2.84 | 8.47 | 27.50 | 12.08 | 8.68 |
Con Tgt Risk TR USD | TR | 12-27-19 | 0.33 | 11.30 | 0.77 | 2.07 | 11.89 | 5.74 | 4.06 |
Mod Agg Tgt Risk TR USD | TR | 12-27-19 | 0.56 | 23.12 | 2.45 | 7.18 | 24.35 | 10.88 | 7.83 |
Mod Con Tgt Risk TR USD | TR | 12-27-19 | 0.40 | 15.39 | 1.36 | 3.86 | 16.17 | 7.60 | 5.52 |
Mod Tgt Risk TR USD | TR | 12-27-19 | 0.49 | 19.18 | 1.90 | 5.48 | 20.18 | 9.20 | 6.67 |
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 | 12-27-19 | 0.36 | 15.89 | 1.46 | 4.28 | 16.60 | 7.55 | 5.48 |
Lifetime Agg 2005 TR USD | TR | 12-27-19 | 0.37 | 16.41 | 1.47 | 4.36 | 17.16 | 7.86 | 5.70 |
Lifetime Agg 2010 TR USD | TR | 12-27-19 | 0.39 | 17.80 | 1.51 | 4.62 | 18.63 | 8.45 | 6.10 |
Lifetime Agg 2015 TR USD | TR | 12-27-19 | 0.42 | 19.30 | 1.62 | 5.03 | 20.22 | 9.09 | 6.54 |
Lifetime Agg 2020 TR USD | TR | 12-27-19 | 0.46 | 20.92 | 1.80 | 5.60 | 21.95 | 9.80 | 7.04 |
Lifetime Agg 2025 TR USD | TR | 12-27-19 | 0.50 | 22.69 | 2.06 | 6.36 | 23.84 | 10.54 | 7.57 |
Lifetime Agg 2030 TR USD | TR | 12-27-19 | 0.54 | 24.35 | 2.36 | 7.22 | 25.60 | 11.18 | 8.02 |
Lifetime Agg 2035 TR USD | TR | 12-27-19 | 0.56 | 25.49 | 2.61 | 7.94 | 26.83 | 11.56 | 8.28 |
Lifetime Agg 2040 TR USD | TR | 12-27-19 | 0.58 | 25.98 | 2.76 | 8.33 | 27.37 | 11.69 | 8.35 |
Lifetime Agg 2045 TR USD | TR | 12-27-19 | 0.59 | 26.00 | 2.82 | 8.45 | 27.41 | 11.68 | 8.31 |
Lifetime Agg 2050 TR USD | TR | 12-27-19 | 0.59 | 25.88 | 2.85 | 8.47 | 27.31 | 11.63 | 8.25 |
Lifetime Agg 2055 TR USD | TR | 12-27-19 | 0.60 | 25.75 | 2.87 | 8.48 | 27.19 | 11.59 | 8.19 |
Lifetime Agg Incm TR USD | TR | 12-27-19 | 0.36 | 15.89 | 1.46 | 4.28 | 16.60 | 7.55 | 5.49 |
Lifetime Con 2000 TR USD | TR | 12-27-19 | 0.27 | 10.62 | 0.86 | 2.29 | 11.09 | 5.30 | 3.83 |
Lifetime Con 2005 TR USD | TR | 12-27-19 | 0.27 | 11.03 | 0.84 | 2.29 | 11.52 | 5.52 | 3.98 |
Lifetime Con 2010 TR USD | TR | 12-27-19 | 0.30 | 12.31 | 0.79 | 2.34 | 12.88 | 6.06 | 4.33 |
Lifetime Con 2015 TR USD | TR | 12-27-19 | 0.33 | 13.72 | 0.80 | 2.54 | 14.37 | 6.68 | 4.74 |
Lifetime Con 2020 TR USD | TR | 12-27-19 | 0.36 | 15.17 | 0.88 | 2.85 | 15.91 | 7.31 | 5.17 |
Lifetime Con 2025 TR USD | TR | 12-27-19 | 0.40 | 16.61 | 1.02 | 3.26 | 17.43 | 7.97 | 5.62 |
Lifetime Con 2030 TR USD | TR | 12-27-19 | 0.44 | 18.14 | 1.22 | 3.82 | 19.05 | 8.70 | 6.14 |
Lifetime Con 2035 TR USD | TR | 12-27-19 | 0.48 | 19.88 | 1.54 | 4.66 | 20.90 | 9.51 | 6.73 |
Lifetime Con 2040 TR USD | TR | 12-27-19 | 0.53 | 21.72 | 1.90 | 5.67 | 22.85 | 10.29 | 7.29 |
Lifetime Con 2045 TR USD | TR | 12-27-19 | 0.56 | 23.17 | 2.22 | 6.57 | 24.41 | 10.82 | 7.66 |
Lifetime Con 2050 TR USD | TR | 12-27-19 | 0.58 | 23.93 | 2.42 | 7.11 | 25.23 | 11.06 | 7.82 |
Lifetime Con 2055 TR USD | TR | 12-27-19 | 0.59 | 24.23 | 2.50 | 7.33 | 25.56 | 11.16 | 7.85 |
Lifetime Con Incm TR USD | TR | 12-27-19 | 0.27 | 10.62 | 0.86 | 2.29 | 11.09 | 5.30 | 3.84 |
Lifetime Mod 2000 TR USD | TR | 12-27-19 | 0.32 | 13.35 | 1.17 | 3.31 | 13.94 | 6.43 | 4.65 |
Lifetime Mod 2005 TR USD | TR | 12-27-19 | 0.32 | 13.80 | 1.17 | 3.35 | 14.43 | 6.69 | 4.83 |
Lifetime Mod 2010 TR USD | TR | 12-27-19 | 0.35 | 15.10 | 1.16 | 3.49 | 15.80 | 7.24 | 5.19 |
Lifetime Mod 2015 TR USD | TR | 12-27-19 | 0.38 | 16.51 | 1.22 | 3.77 | 17.29 | 7.84 | 5.60 |
Lifetime Mod 2020 TR USD | TR | 12-27-19 | 0.41 | 17.99 | 1.34 | 4.19 | 18.86 | 8.50 | 6.05 |
Lifetime Mod 2025 TR USD | TR | 12-27-19 | 0.45 | 19.64 | 1.53 | 4.78 | 20.62 | 9.26 | 6.59 |
Lifetime Mod 2030 TR USD | TR | 12-27-19 | 0.49 | 21.51 | 1.83 | 5.64 | 22.61 | 10.08 | 7.18 |
Lifetime Mod 2035 TR USD | TR | 12-27-19 | 0.53 | 23.29 | 2.18 | 6.61 | 24.49 | 10.79 | 7.69 |
Lifetime Mod 2040 TR USD | TR | 12-27-19 | 0.56 | 24.58 | 2.47 | 7.42 | 25.87 | 11.24 | 8.00 |
Lifetime Mod 2045 TR USD | TR | 12-27-19 | 0.58 | 25.18 | 2.64 | 7.88 | 26.53 | 11.41 | 8.10 |
Lifetime Mod 2050 TR USD | TR | 12-27-19 | 0.59 | 25.29 | 2.71 | 8.04 | 26.67 | 11.43 | 8.09 |
Lifetime Mod 2055 TR USD | TR | 12-27-19 | 0.60 | 25.26 | 2.75 | 8.09 | 26.65 | 11.42 | 8.05 |
Lifetime Mod Incm TR USD | TR | 12-27-19 | 0.32 | 13.35 | 1.17 | 3.31 | 13.94 | 6.43 | 4.66 |
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 | 12-27-19 | 1.48 | 2.14 | 3.31 | 3.89 | 0.96 | -0.89 | -1.65 |
Lng/Shrt Cmdty TR | TR | 12-27-19 | 1.34 | 0.19 | 2.08 | 1.49 | -1.02 | -1.19 | -1.69 |
Lng-Only Cmdty TR | TR | 12-27-19 | 1.40 | 15.61 | 4.72 | 7.11 | 15.00 | 1.74 | -3.15 |
Shrt/Flt Cmdty TR | TR | 12-27-19 | 0.11 | -10.48 | -1.03 | -2.39 | -11.05 | -1.81 | -0.92 |
Shrt-Only Cmdty TR | TR | 12-27-19 | -1.33 | -10.25 | -3.88 | -5.33 | -9.79 | -0.41 | 1.33 |