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 05-22-19 0.14 15.23 -1.55 2.35 6.29 13.90 10.55
Style
US Core TR 05-22-19 -0.47 14.87 -2.41 2.13 4.41 12.48 9.80
US Growth TR 05-22-19 0.27 19.70 -0.48 4.33 10.45 18.08 13.54
US Large Cap TR 05-22-19 0.28 14.60 -1.48 3.18 7.45 14.42 11.08
US Large Core TR 05-22-19 -0.50 14.20 -2.41 3.18 5.05 13.03 10.29
US Large Growth TR 05-22-19 0.44 17.54 -0.56 4.22 10.26 18.30 14.16
US Large Val TR 05-22-19 0.94 10.62 -1.62 0.67 5.20 11.02 8.23
US Mid Cap TR 05-22-19 0.00 17.67 -1.46 1.22 5.33 12.92 9.63
US Mid Core TR 05-22-19 -0.28 17.21 -2.47 0.37 4.46 11.03 8.89
US Mid Growth TR 05-22-19 0.51 23.80 0.58 5.09 12.39 17.09 11.80
US Mid Val TR 05-22-19 -0.29 11.59 -2.64 -2.13 -1.14 10.43 7.99
US Small Cap TR 05-22-19 -1.04 14.73 -2.52 -3.01 -3.07 11.25 7.51
US Small Core TR 05-22-19 -0.66 14.79 -2.06 -2.44 -3.79 10.40 7.15
US Small Growth TR 05-22-19 -0.99 18.33 -1.78 -1.24 2.55 16.23 10.41
US Small Val TR 05-22-19 -1.58 10.99 -3.89 -5.62 -7.78 7.10 4.95
US Value TR 05-22-19 0.53 10.82 -1.99 -0.29 3.06 10.69 8.00
Sector
US Cyclcl Sup Sec TR 05-22-19 0.12 16.13 -1.21 3.05 4.25 14.55 11.14
US Basic Materials TR 05-22-19 0.07 8.66 -5.77 -3.44 -10.67 6.82 3.86
US Consumr Cyclcl TR 05-22-19 -1.06 16.65 -3.20 3.38 8.74 15.80 12.91
US Financial Services TR 05-22-19 1.06 16.62 0.02 3.81 1.01 16.81 12.02
US Real Estate TR 05-22-19 0.23 17.71 3.80 3.26 18.43 7.90 8.31
US Dfnsve Sup Sec TR 05-22-19 1.55 8.69 3.12 0.67 13.35 9.70 10.17
US Consumr Dfnsve TR 05-22-19 0.60 14.13 1.19 5.88 17.77 6.85 8.69
US Healthcare TR 05-22-19 1.86 4.94 4.00 -2.90 8.67 10.90 10.79
US Utilities TR 05-22-19 2.19 13.05 3.84 4.81 23.75 11.39 11.27
US Snstve Sup Sec TR 05-22-19 -0.65 18.57 -4.31 2.75 4.21 16.09 10.32
US Commun Svc Capped TR 05-22-19 1.65 22.76 2.03 7.06 27.72 10.47 9.18
US Energy Capped TR 05-22-19 -1.27 11.31 -7.99 -3.24 -18.01 0.65 -5.81
US Industrials TR 05-22-19 0.14 18.31 -3.18 0.16 3.40 13.47 9.64
US Technology TR 05-22-19 -1.33 20.29 -4.96 4.66 8.08 23.82 17.24
Moat
Morningstar Wide Moat Focus TR 05-22-19 0.12 14.26 -1.90 0.50 12.94 15.55 11.82
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 05-22-19 0.57 11.54 -2.53 -0.43 6.20 16.50 11.94
NASDAQ Composite PR PR 05-22-19 -0.91 16.81 -3.30 2.97 5.05 17.57 13.28
NYSE Composite PR --- 05-22-19 0.16 11.41 -1.88 -0.18 -0.74 7.32 3.55
Russell 2000 TR TR 05-22-19 -1.04 14.15 -1.72 -3.33 -4.45 12.78 8.05
S&P 500 TR TR 05-22-19 0.23 14.86 -1.59 2.79 6.95 13.92 10.83
S&P MidCap 400 TR 05-22-19 -0.74 14.05 -2.99 -2.10 -1.66 10.91 8.45
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 05-22-19 -0.09 3.51 1.06 2.27 6.46 2.15 2.66
US Inter Core Bd TR Bond TR 05-22-19 -0.13 2.90 0.90 1.85 6.26 1.98 2.58
US Lng Core Bd TR Bond TR 05-22-19 -0.04 6.53 1.98 4.21 9.66 3.17 4.31
US Shrt Core Bd TR Bond TR 05-22-19 -0.09 1.91 0.53 1.27 4.05 1.57 1.40
Corporate
US Corp Bd TR Bond TR 05-22-19 -0.10 5.93 0.92 3.18 7.52 3.62 3.46
US Inter Corp Bd TR Bond TR 05-22-19 -0.17 5.42 0.89 2.82 7.74 3.41 3.22
US Lng Corp Bd TR Bond TR 05-22-19 -0.08 8.46 1.25 4.52 9.37 4.59 4.52
US Shrt Corp Bd TR Bond TR 05-22-19 -0.10 2.75 0.47 1.50 4.73 2.37 2.04
Government
US Gov Bd TR Bond TR 05-22-19 -0.07 2.63 1.34 2.14 6.18 1.31 2.06
US Inter Gov Bd TR Bond TR 05-22-19 -0.13 2.56 1.18 2.02 6.45 1.33 1.99
US Lng Gov Bd TR Bond TR 05-22-19 0.01 4.50 2.75 3.85 9.97 1.51 4.15
US Shrt Gov Bd TR Bond TR 05-22-19 -0.08 1.53 0.55 1.16 3.73 1.18 1.10
Other
Mortgage TR Bond TR 05-22-19 -0.12 2.49 0.79 1.57 5.87 1.91 2.64
US TIPS TR TR 05-22-19 -0.28 3.71 0.84 2.07 4.06 2.03 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 05-22-19 -0.08 3.54 1.08 2.31 6.43 2.15 2.55
BBgBarc US Government TR TR 05-22-19 -0.07 2.60 1.29 2.09 6.08 1.31 2.03
BBgBarc US MBS TR TR 05-22-19 -0.09 2.65 0.88 1.73 5.90 1.87 2.38
ICE BofAML US High Yield TR TR 05-22-19 0.33 8.38 -0.16 2.34 6.12 7.67 4.61
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 05-22-19 -0.09 4.16 1.38 2.91 6.70 2.75 3.53
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 05-22-19 -1.10 -3.34 -3.88 -8.47 -17.00 -1.64 -7.88
Euronext BEL 20 PR EUR PR 05-23-19 -2.80 6.21 -9.51 -3.58 -11.37 0.56 1.94
Euronext Paris CAC 40 NR EUR TR 05-23-19 -2.88 13.06 -4.66 2.51 -2.82 9.36 5.69
Euronext Paris CAC 40 PR EUR PR 05-23-19 -3.06 11.64 -5.55 1.26 -5.11 6.89 3.29
FSE DAX PR EUR PR 05-22-19 0.07 12.14 -2.43 3.72 -10.30 4.03 1.71
FSE DAX TR EUR TR 05-23-19 -2.91 13.20 -2.31 4.32 -7.89 6.69 4.12
FTSE 100 PR GBP PR 05-23-19 -1.67 7.47 -3.88 0.73 -7.16 5.62 1.19
FTSE 100 TR GBP TR 05-23-19 -1.63 9.79 -3.27 2.28 -2.95 10.04 5.27
FTSE 250 PR GBP PR 05-23-19 -2.56 8.74 -4.40 -1.24 -9.40 3.77 3.92
Hang Seng Hong Kong Composite PR HKD TR 05-22-19 -2.53 6.53 -8.84 -5.24 -14.81 10.76 3.21
Hang Seng HSI PR HKD PR 05-22-19 -1.99 7.20 -7.53 -3.85 -11.30 11.75 3.84
MSCI AC Far East Ex Japan PR USD PR 05-22-19 -3.10 4.04 -9.59 -6.69 -15.11 9.19 1.50
MSCI ACWI PR USD PR 05-22-19 -0.14 11.05 -3.02 0.37 -2.24 8.70 3.94
MSCI EAFE NR USD TR 05-22-19 0.07 9.90 -2.60 0.88 -6.84 7.32 1.93
MSCI EAFE PR LCL PR 05-22-19 0.54 9.84 -2.56 0.84 -5.99 5.66 2.96
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 05-22-19 0.68 11.73 -2.02 2.23 -3.58 5.92 2.45
MSCI EM Latin America PR USD PR 05-22-19 1.17 2.02 -5.14 -9.78 -4.58 7.97 -4.77
MSCI EM PR LCL PR 05-22-19 -1.51 4.54 -7.11 -3.98 -8.98 8.49 3.00
MSCI EM PR USD PR 05-22-19 -1.77 3.34 -8.36 -5.73 -12.61 8.32 -0.84
MSCI Europe NR USD TR 05-22-19 0.01 11.43 -2.78 1.99 -6.75 6.87 0.63
MSCI Europe PR LCL PR 05-22-19 0.44 11.67 -2.45 2.31 -4.67 5.69 2.35
MSCI Hong Kong PR USD PR 05-22-19 -0.86 10.53 -5.08 -3.36 -3.68 11.10 4.84
MSCI Japan NR USD TR 05-23-19 0.39 4.73 -2.99 -1.98 -10.61 6.81 5.33
MSCI Japan PR LCL PR 05-23-19 0.19 3.72 -4.89 -3.83 -12.59 4.87 4.98
MSCI North America NR USD TR 05-22-19 0.21 14.95 -1.67 2.50 5.84 12.97 9.47
MSCI Pacific Ex Japan NR USD TR 05-22-19 1.64 12.92 -1.22 1.32 0.34 11.18 3.35
MSCI Pacific Ex Japan PR LCL PR 05-22-19 1.81 12.31 0.19 2.09 1.98 7.83 3.15
MSCI Pacific NR USD TR 05-22-19 0.16 7.36 -2.29 -0.94 -7.04 8.37 4.64
MSCI Pacific PR LCL PR 05-22-19 0.71 6.85 -2.76 -1.58 -8.20 5.88 4.34
MSCI World ex USA NR USD TR 05-22-19 0.10 10.54 -2.55 0.88 -6.40 7.34 1.80
MSCI World Ex USA PR LCL PR 05-22-19 0.50 10.21 -2.50 0.95 -5.42 5.69 2.89
Nikkei 225 Average PR JPY PR 05-22-19 0.45 6.34 -4.21 -0.66 -7.30 8.34 8.22
S&P BSE SENSEX India INR PR 05-23-19 3.79 7.61 0.64 8.20 13.00 15.44 9.47
S&P/ASX All Ordinaries PR PR 05-23-19 2.60 15.32 2.70 5.49 7.23 6.93 3.78
S&P/TSX Composite PR PR 05-22-19 0.06 13.99 -1.51 1.96 1.13 5.46 2.12
SIX SMI PR CHF PR 05-23-19 -0.69 13.82 -0.42 2.62 9.09 6.08 1.97
SIX SMI TR CHF PR 05-23-19 -0.58 17.46 0.31 5.91 12.73 9.68 5.39
SSE Composite PR CNY PR 05-23-19 -3.49 14.38 -10.82 1.72 -9.99 0.10 6.99
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 05-22-19 -0.12 12.04 -2.35 0.60 1.04 11.36 6.74
Con Tgt Risk TR USD TR 05-22-19 -0.08 5.05 0.21 1.70 5.13 4.10 2.95
Mod Agg Tgt Risk TR USD TR 05-22-19 -0.11 10.61 -1.85 0.86 2.11 9.94 6.05
Mod Con Tgt Risk TR USD TR 05-22-19 -0.08 6.97 -0.48 1.46 4.46 6.18 4.24
Mod Tgt Risk TR USD TR 05-22-19 -0.08 8.78 -1.16 1.20 3.40 8.05 5.17
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 05-22-19 -0.07 7.61 -0.66 1.29 3.61 6.41 4.34
Lifetime Agg 2005 TR USD TR 05-22-19 -0.07 7.86 -0.68 1.32 3.66 6.74 4.57
Lifetime Agg 2010 TR USD TR 05-22-19 -0.08 8.45 -0.76 1.37 3.67 7.25 4.89
Lifetime Agg 2015 TR USD TR 05-22-19 -0.08 9.11 -0.90 1.36 3.53 7.87 5.25
Lifetime Agg 2020 TR USD TR 05-22-19 -0.09 9.85 -1.13 1.28 3.19 8.66 5.67
Lifetime Agg 2025 TR USD TR 05-22-19 -0.10 10.67 -1.46 1.11 2.59 9.55 6.09
Lifetime Agg 2030 TR USD TR 05-22-19 -0.11 11.45 -1.82 0.89 1.83 10.33 6.41
Lifetime Agg 2035 TR USD TR 05-22-19 -0.13 11.97 -2.12 0.68 1.12 10.81 6.54
Lifetime Agg 2040 TR USD TR 05-22-19 -0.14 12.16 -2.30 0.53 0.65 10.95 6.50
Lifetime Agg 2045 TR USD TR 05-22-19 -0.16 12.14 -2.38 0.44 0.39 10.92 6.40
Lifetime Agg 2050 TR USD TR 05-22-19 -0.18 12.05 -2.43 0.36 0.19 10.88 6.28
Lifetime Agg 2055 TR USD TR 05-22-19 -0.19 11.96 -2.47 0.29 0.00 10.82 6.16
Lifetime Agg Incm TR USD TR 05-22-19 -0.07 7.61 -0.66 1.29 3.61 6.41 4.33
Lifetime Con 2000 TR USD TR 05-22-19 -0.10 5.03 0.02 1.40 3.98 4.03 2.79
Lifetime Con 2005 TR USD TR 05-22-19 -0.10 5.22 0.05 1.48 4.17 4.18 2.96
Lifetime Con 2010 TR USD TR 05-22-19 -0.10 5.73 0.10 1.65 4.52 4.53 3.24
Lifetime Con 2015 TR USD TR 05-22-19 -0.10 6.32 0.07 1.76 4.74 5.00 3.58
Lifetime Con 2020 TR USD TR 05-22-19 -0.10 6.94 -0.01 1.81 4.83 5.54 3.93
Lifetime Con 2025 TR USD TR 05-22-19 -0.10 7.58 -0.16 1.80 4.76 6.17 4.32
Lifetime Con 2030 TR USD TR 05-22-19 -0.10 8.29 -0.40 1.70 4.46 7.00 4.77
Lifetime Con 2035 TR USD TR 05-22-19 -0.11 9.14 -0.78 1.49 3.84 8.03 5.27
Lifetime Con 2040 TR USD TR 05-22-19 -0.12 10.03 -1.22 1.22 3.01 9.02 5.69
Lifetime Con 2045 TR USD TR 05-22-19 -0.13 10.72 -1.61 0.96 2.20 9.67 5.92
Lifetime Con 2050 TR USD TR 05-22-19 -0.15 11.04 -1.83 0.79 1.68 9.96 5.96
Lifetime Con 2055 TR USD TR 05-22-19 -0.17 11.15 -1.94 0.68 1.37 10.05 5.91
Lifetime Con Incm TR USD TR 05-22-19 -0.10 5.03 0.02 1.40 3.98 4.03 2.79
Lifetime Mod 2000 TR USD TR 05-22-19 -0.08 6.39 -0.32 1.35 3.85 5.20 3.56
Lifetime Mod 2005 TR USD TR 05-22-19 -0.09 6.61 -0.32 1.40 3.97 5.44 3.76
Lifetime Mod 2010 TR USD TR 05-22-19 -0.09 7.14 -0.33 1.51 4.15 5.85 4.04
Lifetime Mod 2015 TR USD TR 05-22-19 -0.10 7.74 -0.41 1.56 4.20 6.37 4.38
Lifetime Mod 2020 TR USD TR 05-22-19 -0.10 8.39 -0.56 1.55 4.08 7.01 4.76
Lifetime Mod 2025 TR USD TR 05-22-19 -0.10 9.16 -0.81 1.46 3.74 7.87 5.22
Lifetime Mod 2030 TR USD TR 05-22-19 -0.11 10.05 -1.18 1.26 3.08 8.88 5.71
Lifetime Mod 2035 TR USD TR 05-22-19 -0.12 10.90 -1.60 1.00 2.24 9.78 6.07
Lifetime Mod 2040 TR USD TR 05-22-19 -0.14 11.50 -1.94 0.76 1.47 10.34 6.25
Lifetime Mod 2045 TR USD TR 05-22-19 -0.15 11.75 -2.14 0.59 0.96 10.54 6.24
Lifetime Mod 2050 TR USD TR 05-22-19 -0.17 11.77 -2.23 0.50 0.69 10.55 6.15
Lifetime Mod 2055 TR USD TR 05-22-19 -0.19 11.72 -2.29 0.43 0.49 10.53 6.05
Lifetime Mod Incm TR USD TR 05-22-19 -0.08 6.39 -0.32 1.35 3.85 5.20 3.55
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 05-22-19 -0.16 -0.19 -1.69 -1.89 -11.01 -2.92 -3.54
Lng/Shrt Cmdty TR TR 05-22-19 -0.74 1.50 -1.22 0.46 -6.91 -1.96 -2.35
Lng-Only Cmdty TR TR 05-22-19 -0.60 10.64 -3.12 -1.08 -8.86 0.87 -10.03
Shrt/Flt Cmdty TR TR 05-22-19 0.11 -8.14 1.32 0.72 0.14 -0.85 0.13
Shrt-Only Cmdty TR TR 05-22-19 0.38 -6.82 3.01 3.44 11.22 -0.94 8.72
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