Commercial Surety Bond Agency | Permit Surety Bond
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 07-19-19 -1.18 20.35 1.76 2.90 7.30 13.39 10.50
Style
US Core TR 07-19-19 -1.24 19.13 1.11 1.02 6.53 11.55 9.65
US Growth TR 07-19-19 -1.46 26.24 1.95 5.50 8.76 18.29 13.68
US Large Cap TR 07-19-19 -1.21 19.84 1.97 3.21 8.79 14.04 11.03
US Large Core TR 07-19-19 -1.28 18.54 1.22 1.29 7.80 12.17 10.19
US Large Growth TR 07-19-19 -1.51 23.71 2.06 5.11 9.02 18.63 14.16
US Large Val TR 07-19-19 -0.59 15.49 2.54 2.66 8.80 10.35 8.11
US Mid Cap TR 07-19-19 -1.15 23.09 1.42 2.88 6.24 12.34 9.66
US Mid Core TR 07-19-19 -1.20 21.51 1.00 0.50 5.12 10.12 8.59
US Mid Growth TR 07-19-19 -0.97 31.97 1.84 7.76 12.75 17.31 12.38
US Mid Val TR 07-19-19 -1.29 15.32 1.42 0.08 0.49 9.33 7.78
US Small Cap TR 07-19-19 -0.96 17.75 0.53 -0.30 -4.95 9.59 7.29
US Small Core TR 07-19-19 -1.16 18.45 0.70 0.32 -3.74 8.80 6.94
US Small Growth TR 07-19-19 -0.51 23.46 0.84 3.07 -0.58 14.87 10.65
US Small Val TR 07-19-19 -1.22 11.23 0.04 -4.46 -10.34 5.04 4.23
US Value TR 07-19-19 -0.78 15.14 2.14 1.64 5.76 9.84 7.82
Sector
US Cyclcl Sup Sec TR 07-19-19 -1.62 21.50 1.79 2.98 6.24 14.85 11.21
US Basic Materials TR 07-19-19 0.07 17.47 2.01 0.89 -2.82 7.30 4.65
US Consumr Cyclcl TR 07-19-19 -2.24 22.93 1.48 1.84 6.83 16.02 13.17
US Financial Services TR 07-19-19 -1.26 21.78 3.06 4.19 6.76 18.33 12.03
US Real Estate TR 07-19-19 -2.24 18.44 -2.52 3.28 10.28 4.44 7.41
US Dfnsve Sup Sec TR 07-19-19 -0.35 12.52 0.19 6.75 10.76 8.45 10.08
US Consumr Dfnsve TR 07-19-19 0.21 19.38 2.70 5.66 15.80 5.68 8.96
US Healthcare TR 07-19-19 -0.63 8.26 -1.09 7.37 6.29 9.84 10.48
US Utilities TR 07-19-19 -0.47 15.60 -0.14 6.04 17.99 9.22 11.10
US Snstve Sup Sec TR 07-19-19 -1.27 24.29 2.64 0.77 6.27 15.40 10.19
US Commun Svc Capped TR 07-19-19 -1.85 25.44 -0.86 4.44 24.21 8.48 8.79
US Energy Capped TR 07-19-19 -2.98 9.75 1.29 -7.28 -16.98 -1.36 -7.06
US Industrials TR 07-19-19 -0.91 23.33 1.79 0.66 7.47 12.48 9.93
US Technology TR 07-19-19 -1.02 28.49 3.61 2.02 9.51 23.95 17.01
Moat
Morningstar Wide Moat Focus TR 07-19-19 0.14 19.81 2.93 2.65 12.31 15.32 11.94
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 07-19-19 -0.61 17.95 2.58 2.88 10.92 16.27 12.39
NASDAQ Composite PR PR 07-19-19 -1.18 22.78 1.99 1.86 4.10 17.39 12.95
NYSE Composite PR --- 07-19-19 -0.93 15.28 1.22 1.46 2.55 6.82 3.60
Russell 2000 TR TR 07-19-19 -1.40 15.64 -0.38 -0.79 -7.73 10.33 7.57
S&P 500 TR TR 07-19-19 -1.21 20.06 1.85 2.98 8.30 13.48 10.77
S&P MidCap 400 TR 07-19-19 -1.15 17.55 0.66 -0.38 -1.93 9.65 8.24
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 07-19-19 0.40 6.04 0.37 3.38 7.38 2.24 3.06
US Inter Core Bd TR Bond TR 07-19-19 0.32 4.86 0.33 2.73 6.76 2.17 2.90
US Lng Core Bd TR Bond TR 07-19-19 0.86 11.60 0.72 6.39 11.56 2.94 4.90
US Shrt Core Bd TR Bond TR 07-19-19 0.13 3.19 0.12 1.78 4.78 1.75 1.67
Corporate
US Corp Bd TR Bond TR 07-19-19 0.50 9.70 1.01 4.29 9.66 3.65 3.99
US Inter Corp Bd TR Bond TR 07-19-19 0.37 8.40 0.70 3.66 9.46 3.56 3.71
US Lng Corp Bd TR Bond TR 07-19-19 0.80 14.27 1.63 6.23 12.59 4.46 5.24
US Shrt Corp Bd TR Bond TR 07-19-19 0.15 4.26 0.31 1.93 5.66 2.56 2.33
Government
US Gov Bd TR Bond TR 07-19-19 0.41 4.97 -0.04 3.51 6.88 1.36 2.46
US Inter Gov Bd TR Bond TR 07-19-19 0.33 4.80 0.03 3.32 7.39 1.52 2.43
US Lng Gov Bd TR Bond TR 07-19-19 0.92 8.78 -0.21 6.53 10.40 1.19 4.62
US Shrt Gov Bd TR Bond TR 07-19-19 0.12 2.71 0.03 1.71 4.38 1.36 1.35
Other
Mortgage TR Bond TR 07-19-19 0.30 4.12 0.38 2.28 5.92 2.11 2.88
US TIPS TR TR 07-19-19 0.33 6.51 0.56 3.43 5.14 2.14 1.81
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 07-19-19 0.38 6.13 0.38 3.46 7.46 2.25 2.95
BBgBarc US Government TR TR 07-19-19 0.35 4.92 -0.05 3.45 6.83 1.37 2.42
BBgBarc US MBS TR TR 07-19-19 0.33 4.52 0.47 2.61 6.25 2.16 2.67
ICE BofAML US High Yield TR TR 07-19-19 -0.16 10.14 0.60 1.46 6.95 6.59 4.83
USTREAS T-Bill Auction Ave 3 --- 06-30-19 --- 1.22 0.19 0.60 2.36 1.47 0.92
USTREAS T-Bill Cnst Mat Rate 10 TR 06-30-19 --- 7.52 1.43 4.27 10.62 0.82 3.22
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 07-19-19 0.16 5.64 0.72 2.87 6.82 2.78 3.74
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 07-19-19 -0.44 2.52 2.00 2.73 -7.39 -1.07 -7.13
Euronext BEL 20 PR EUR PR 07-19-19 2.07 12.60 3.60 -5.19 -4.12 2.31 3.14
Euronext Paris CAC 40 NR EUR TR 07-19-19 -0.37 19.78 0.71 1.26 4.99 11.17 7.57
Euronext Paris CAC 40 PR EUR PR 07-19-19 -0.37 17.37 0.61 -0.50 2.50 8.64 5.07
FSE DAX PR EUR PR 07-19-19 -0.51 12.56 -0.39 -2.07 -6.34 4.05 1.82
FSE DAX TR EUR TR 07-19-19 -0.51 16.11 -0.39 0.31 -3.36 7.10 4.75
FTSE 100 PR GBP PR 07-19-19 0.04 11.60 1.42 0.65 -2.28 3.89 2.15
FTSE 100 TR GBP TR 07-19-19 0.04 14.44 1.56 1.68 2.08 8.24 6.29
FTSE 250 PR GBP PR 07-19-19 0.36 12.11 1.95 -1.08 -6.15 5.09 4.75
Hang Seng Hong Kong Composite PR HKD TR 07-19-19 1.06 10.81 2.17 -5.18 -0.76 9.38 3.44
Hang Seng HSI PR HKD PR 07-19-19 1.03 11.30 2.00 -4.00 2.69 9.90 4.17
MSCI AC Far East Ex Japan PR USD PR 07-19-19 1.16 10.27 2.25 -4.35 -1.69 7.78 2.14
MSCI ACWI PR USD PR 07-19-19 -0.65 15.67 1.57 1.03 2.45 8.66 4.18
MSCI EAFE NR USD TR 07-19-19 -0.14 13.84 1.21 0.87 0.28 8.26 2.42
MSCI EAFE PR LCL PR 07-19-19 -0.11 12.19 0.73 -0.45 -1.76 5.71 3.20
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 07-19-19 0.07 14.42 0.76 0.34 0.83 5.79 3.07
MSCI EM Latin America PR USD PR 07-19-19 -0.91 13.55 3.92 5.73 12.79 6.95 -3.63
MSCI EM PR LCL PR 07-19-19 0.42 8.78 0.74 -3.52 -0.19 7.25 3.24
MSCI EM PR USD PR 07-19-19 0.63 9.50 1.85 -3.21 -0.30 6.80 -0.11
MSCI Europe NR USD TR 07-19-19 -0.21 14.75 0.67 0.07 -0.19 8.30 1.45
MSCI Europe PR LCL PR 07-19-19 0.02 14.00 0.55 -0.42 -0.36 5.53 2.98
MSCI Hong Kong PR USD PR 07-19-19 1.47 17.69 3.85 1.06 10.61 10.17 5.59
MSCI Japan NR USD TR 07-19-19 -0.43 8.63 1.39 1.00 -3.00 7.15 4.64
MSCI Japan PR LCL PR 07-19-19 -0.69 5.48 0.64 -2.91 -9.31 5.56 3.99
MSCI North America NR USD TR 07-19-19 -1.14 20.10 1.84 2.83 7.33 12.55 9.39
MSCI Pacific Ex Japan NR USD TR 07-19-19 0.86 20.05 3.54 4.91 9.90 11.02 4.05
MSCI Pacific Ex Japan PR LCL PR 07-19-19 0.43 17.04 1.78 4.44 7.45 7.95 3.72
MSCI Pacific NR USD TR 07-19-19 0.02 12.42 2.13 2.34 1.23 8.46 4.39
MSCI Pacific PR LCL PR 07-19-19 -0.30 9.31 1.03 -0.43 -3.92 6.38 3.76
MSCI World ex USA NR USD TR 07-19-19 -0.16 14.50 1.28 0.92 0.50 8.15 2.19
MSCI World Ex USA PR LCL PR 07-19-19 -0.12 12.42 0.62 -0.54 -1.70 5.63 3.04
Nikkei 225 Average PR JPY PR 07-19-19 -1.01 7.26 0.62 -3.30 -5.70 8.68 7.13
S&P BSE SENSEX India INR PR 07-19-19 -1.03 6.29 -1.98 -2.05 5.46 11.32 8.38
S&P/ASX All Ordinaries PR PR 07-19-19 -0.04 18.86 0.86 6.87 6.79 7.04 4.22
S&P/TSX Composite PR PR 07-19-19 -0.01 15.10 -0.16 -0.76 -0.35 4.31 1.55
SIX SMI PR CHF PR 07-19-19 1.78 17.89 -0.25 3.82 11.23 7.00 3.15
SIX SMI TR CHF PR 07-19-19 1.78 21.69 -0.25 4.87 14.94 10.60 6.61
SSE Composite PR CNY PR 07-19-19 -0.22 17.25 0.22 -10.60 5.47 -1.25 7.27
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 07-19-19 -0.59 16.76 1.53 1.67 4.77 10.94 6.95
Con Tgt Risk TR USD TR 07-19-19 0.12 7.78 0.63 2.72 6.69 4.11 3.26
Mod Agg Tgt Risk TR USD TR 07-19-19 -0.44 14.98 1.36 1.93 5.56 9.61 6.29
Mod Con Tgt Risk TR USD TR 07-19-19 -0.08 10.23 0.88 2.45 6.53 6.06 4.51
Mod Tgt Risk TR USD TR 07-19-19 -0.25 12.59 1.15 2.21 6.18 7.80 5.42
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 07-19-19 -0.34 10.64 0.90 2.09 5.50 6.28 4.51
Lifetime Agg 2005 TR USD TR 07-19-19 -0.34 11.02 0.92 2.16 5.60 6.57 4.74
Lifetime Agg 2010 TR USD TR 07-19-19 -0.33 11.89 0.98 2.31 5.80 7.06 5.07
Lifetime Agg 2015 TR USD TR 07-19-19 -0.36 12.81 1.06 2.36 5.87 7.65 5.43
Lifetime Agg 2020 TR USD TR 07-19-19 -0.41 13.78 1.14 2.31 5.78 8.39 5.83
Lifetime Agg 2025 TR USD TR 07-19-19 -0.49 14.82 1.24 2.13 5.48 9.22 6.23
Lifetime Agg 2030 TR USD TR 07-19-19 -0.59 15.75 1.33 1.87 5.01 9.96 6.54
Lifetime Agg 2035 TR USD TR 07-19-19 -0.67 16.36 1.39 1.62 4.55 10.39 6.68
Lifetime Agg 2040 TR USD TR 07-19-19 -0.71 16.59 1.42 1.47 4.25 10.51 6.65
Lifetime Agg 2045 TR USD TR 07-19-19 -0.71 16.57 1.43 1.39 4.10 10.47 6.55
Lifetime Agg 2050 TR USD TR 07-19-19 -0.70 16.49 1.42 1.33 4.00 10.41 6.44
Lifetime Agg 2055 TR USD TR 07-19-19 -0.69 16.39 1.41 1.28 3.92 10.35 6.33
Lifetime Agg Incm TR USD TR 07-19-19 -0.34 10.64 0.90 2.09 5.50 6.28 4.52
Lifetime Con 2000 TR USD TR 07-19-19 -0.08 7.39 0.62 2.22 5.38 3.99 3.03
Lifetime Con 2005 TR USD TR 07-19-19 -0.07 7.71 0.63 2.36 5.58 4.11 3.20
Lifetime Con 2010 TR USD TR 07-19-19 -0.03 8.56 0.68 2.68 6.06 4.46 3.51
Lifetime Con 2015 TR USD TR 07-19-19 -0.01 9.47 0.75 2.92 6.44 4.92 3.87
Lifetime Con 2020 TR USD TR 07-19-19 -0.01 10.37 0.82 3.06 6.71 5.45 4.24
Lifetime Con 2025 TR USD TR 07-19-19 -0.04 11.25 0.90 3.10 6.84 6.04 4.61
Lifetime Con 2030 TR USD TR 07-19-19 -0.09 12.17 0.98 3.01 6.79 6.81 5.04
Lifetime Con 2035 TR USD TR 07-19-19 -0.19 13.19 1.07 2.76 6.47 7.76 5.51
Lifetime Con 2040 TR USD TR 07-19-19 -0.32 14.24 1.18 2.42 5.96 8.68 5.91
Lifetime Con 2045 TR USD TR 07-19-19 -0.42 15.05 1.26 2.11 5.43 9.29 6.14
Lifetime Con 2050 TR USD TR 07-19-19 -0.47 15.44 1.30 1.93 5.10 9.55 6.18
Lifetime Con 2055 TR USD TR 07-19-19 -0.48 15.59 1.32 1.84 4.91 9.62 6.15
Lifetime Con Incm TR USD TR 07-19-19 -0.08 7.39 0.62 2.22 5.38 3.99 3.03
Lifetime Mod 2000 TR USD TR 07-19-19 -0.22 9.08 0.75 2.15 5.47 5.12 3.76
Lifetime Mod 2005 TR USD TR 07-19-19 -0.21 9.42 0.76 2.25 5.62 5.32 3.96
Lifetime Mod 2010 TR USD TR 07-19-19 -0.19 10.26 0.82 2.48 5.96 5.72 4.26
Lifetime Mod 2015 TR USD TR 07-19-19 -0.19 11.14 0.89 2.63 6.19 6.23 4.61
Lifetime Mod 2020 TR USD TR 07-19-19 -0.22 12.05 0.97 2.67 6.28 6.84 4.99
Lifetime Mod 2025 TR USD TR 07-19-19 -0.28 13.04 1.05 2.59 6.19 7.64 5.43
Lifetime Mod 2030 TR USD TR 07-19-19 -0.38 14.14 1.16 2.36 5.86 8.58 5.88
Lifetime Mod 2035 TR USD TR 07-19-19 -0.49 15.14 1.26 2.04 5.33 9.42 6.24
Lifetime Mod 2040 TR USD TR 07-19-19 -0.59 15.83 1.33 1.76 4.83 9.93 6.41
Lifetime Mod 2045 TR USD TR 07-19-19 -0.64 16.14 1.37 1.59 4.50 10.11 6.42
Lifetime Mod 2050 TR USD TR 07-19-19 -0.65 16.17 1.38 1.51 4.35 10.10 6.34
Lifetime Mod 2055 TR USD TR 07-19-19 -0.64 16.13 1.37 1.46 4.25 10.07 6.24
Lifetime Mod Incm TR USD TR 07-19-19 -0.22 9.08 0.75 2.15 5.47 5.12 3.77
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 07-19-19 -0.35 -0.57 1.16 -1.21 -6.89 -3.00 -2.86
Lng/Shrt Cmdty TR TR 07-19-19 -0.21 -1.47 1.08 -3.11 -7.89 -2.64 -2.42
Lng-Only Cmdty TR TR 07-19-19 -3.86 8.28 1.97 -4.31 -2.95 0.66 -9.47
Shrt/Flt Cmdty TR TR 07-17-19 2.92 -8.17 -0.20 1.19 -3.95 -0.56 -0.10
Shrt-Only Cmdty TR TR 07-19-19 4.23 -5.72 -0.95 3.67 3.14 -0.89 7.96
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