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 10-09-19 1.09 18.12 -1.91 -1.94 3.07 12.58 10.67
Style
US Core TR 10-09-19 0.97 18.91 -1.44 -0.46 1.91 11.11 10.12
US Growth TR 10-09-19 1.70 21.25 -2.67 -4.06 5.68 16.85 13.08
US Large Cap TR 10-09-19 1.31 18.22 -1.73 -1.35 3.46 13.47 11.15
US Large Core TR 10-09-19 1.00 18.10 -1.51 -0.57 0.66 11.47 10.39
US Large Growth TR 10-09-19 1.68 19.94 -2.89 -3.25 5.84 17.59 13.62
US Large Val TR 10-09-19 0.92 14.48 -1.22 -0.38 2.54 10.29 8.75
US Mid Cap TR 10-09-19 0.60 19.57 -2.18 -3.16 4.55 11.19 9.94
US Mid Core TR 10-09-19 0.75 20.87 -1.88 -0.79 6.11 10.28 9.45
US Mid Growth TR 10-09-19 1.23 23.72 -2.52 -6.25 7.67 15.21 11.56
US Mid Val TR 10-09-19 -0.27 13.63 -2.13 -2.18 -0.50 7.83 8.59
US Small Cap TR 10-09-19 0.30 12.80 -2.97 -4.49 -5.29 7.27 7.74
US Small Core TR 10-09-19 0.23 16.31 -2.01 -2.25 -1.00 7.66 8.03
US Small Growth TR 10-09-19 1.37 15.32 -3.92 -6.23 -2.78 11.40 10.37
US Small Val TR 10-09-19 -0.68 6.43 -2.94 -5.12 -12.12 2.59 4.73
US Value TR 10-09-19 0.57 13.71 -1.52 -1.09 0.91 9.31 8.47
Sector
US Cyclcl Sup Sec TR 10-09-19 0.64 17.91 -2.82 -3.62 3.54 13.53 11.15
US Basic Materials TR 10-09-19 -0.05 13.23 -1.43 -2.36 -0.12 7.25 5.27
US Consumr Cyclcl TR 10-09-19 0.47 16.45 -4.25 -6.01 2.66 14.17 12.80
US Financial Services TR 10-09-19 0.81 18.02 -2.86 -3.45 1.80 15.23 11.53
US Real Estate TR 10-09-19 0.98 25.91 0.93 3.16 19.13 9.68 9.38
US Dfnsve Sup Sec TR 10-09-19 1.02 12.08 -0.61 -0.81 4.14 9.76 9.49
US Consumr Dfnsve TR 10-09-19 1.26 21.77 -0.43 3.48 14.65 8.20 9.10
US Healthcare TR 10-09-19 0.90 4.38 -1.82 -4.86 -4.84 9.28 8.91
US Utilities TR 10-09-19 0.83 23.76 3.44 6.22 21.38 15.13 12.64
US Snstve Sup Sec TR 10-09-19 1.51 22.08 -1.89 -1.18 2.05 13.57 11.02
US Commun Svc Capped TR 10-09-19 1.60 25.15 -3.30 -0.46 15.19 9.52 9.43
US Energy Capped TR 10-09-19 0.00 -1.07 -5.83 -10.91 -28.37 -5.60 -6.17
US Industrials TR 10-09-19 0.52 19.70 -3.09 -2.05 -0.03 11.87 10.67
US Technology TR 10-09-19 2.18 27.36 -0.87 0.06 8.47 20.45 16.97
Moat
Morningstar Wide Moat Focus TR 10-09-19 1.12 19.56 -1.63 1.26 8.13 15.29 12.13
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 10-09-19 1.09 15.08 -1.72 -1.03 2.11 15.75 12.31
NASDAQ Composite PR PR 10-09-19 1.52 19.12 -2.27 -2.92 2.14 14.30 12.54
NYSE Composite PR --- 10-09-19 0.66 11.58 -2.08 -3.39 -2.08 6.10 4.04
Russell 2000 TR TR 10-09-19 0.00 10.91 -2.78 -4.97 -7.44 7.61 8.22
S&P 500 TR TR 10-09-19 1.16 18.31 -1.82 -1.53 3.44 12.91 10.91
S&P MidCap 400 TR 10-09-19 0.02 14.14 -2.58 -3.35 -2.57 8.64 8.88
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 10-09-19 0.15 8.91 0.51 2.92 11.62 3.21 3.38
US Inter Core Bd TR Bond TR 10-09-19 0.09 6.51 0.45 1.90 9.50 2.63 3.00
US Lng Core Bd TR Bond TR 10-09-19 0.31 18.68 0.69 6.24 22.37 5.43 5.73
US Shrt Core Bd TR Bond TR 10-09-19 0.11 4.42 0.43 1.48 5.93 2.15 1.82
Corporate
US Corp Bd TR Bond TR 10-09-19 0.18 13.35 0.57 3.57 14.16 4.72 4.48
US Inter Corp Bd TR Bond TR 10-09-19 0.23 11.03 0.74 2.89 12.27 4.21 4.06
US Lng Corp Bd TR Bond TR 10-09-19 0.20 20.06 0.51 5.15 20.47 6.19 5.97
US Shrt Corp Bd TR Bond TR 10-09-19 0.12 5.69 0.54 1.69 6.73 2.93 2.53
Government
US Gov Bd TR Bond TR 10-09-19 0.23 8.53 0.59 3.52 12.19 2.75 2.89
US Inter Gov Bd TR Bond TR 10-09-19 0.23 7.31 0.61 2.76 10.97 2.48 2.70
US Lng Gov Bd TR Bond TR 10-09-19 0.42 17.08 0.87 7.31 24.40 4.44 5.49
US Shrt Gov Bd TR Bond TR 10-09-19 0.10 3.85 0.38 1.38 5.57 1.78 1.48
Other
Mortgage TR Bond TR 10-09-19 0.00 5.16 0.31 1.30 8.27 2.31 2.85
US TIPS TR TR 10-09-19 0.03 8.12 -0.15 1.89 8.55 2.55 2.32
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 10-09-19 0.08 8.96 0.36 2.87 11.63 3.24 3.26
BBgBarc US Government TR TR 10-09-19 0.10 8.29 0.38 3.31 11.88 2.72 2.83
BBgBarc US MBS TR TR 10-09-19 0.09 5.83 0.36 1.60 8.88 2.47 2.70
ICE BofAML US High Yield TR TR 10-09-19 0.05 11.01 -0.51 0.74 6.61 5.76 5.22
USTREAS T-Bill Auction Ave 3 --- 09-30-19 --- 1.74 0.16 0.51 2.35 1.62 1.02
USTREAS T-Bill Cnst Mat Rate 10 TR 09-30-19 --- 11.12 -1.51 3.34 15.46 2.15 3.75
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 10-09-19 0.54 7.51 0.18 2.10 10.09 3.65 3.66
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 10-09-19 -1.38 -6.36 -2.81 -8.92 -11.63 -3.06 -7.96
Euronext BEL 20 PR EUR PR 10-09-19 1.15 11.22 -1.10 0.55 -1.25 0.76 3.13
Euronext Paris CAC 40 NR EUR TR 10-09-19 1.41 18.75 -1.51 -1.21 5.91 9.81 8.35
Euronext Paris CAC 40 PR EUR PR 10-09-19 1.41 16.24 -1.61 -1.31 3.40 7.31 5.83
FSE DAX PR EUR PR 10-09-19 1.42 10.98 -1.08 -2.80 -2.18 1.86 3.10
FSE DAX TR EUR TR 10-09-19 1.42 14.54 -1.08 -2.75 0.98 4.86 6.08
FTSE 100 PR GBP PR 10-09-19 0.62 6.52 -0.96 -4.91 -0.98 0.57 2.19
FTSE 100 TR GBP TR 10-09-19 0.73 10.65 -0.83 -3.67 3.64 4.90 6.40
FTSE 250 PR GBP PR 10-09-19 -1.57 9.54 -2.58 -1.52 -1.93 2.13 5.30
Hang Seng Hong Kong Composite PR HKD TR 10-09-19 -0.78 0.72 -3.06 -7.22 -1.70 2.68 1.43
Hang Seng HSI PR HKD PR 10-09-19 -1.38 -0.63 -3.74 -8.66 -1.87 2.50 1.76
MSCI AC Far East Ex Japan PR USD PR 10-09-19 0.05 3.24 -2.38 -4.28 -0.88 3.20 1.63
MSCI ACWI PR USD PR 10-09-19 0.72 12.19 -1.86 -2.80 -0.07 7.10 4.66
MSCI EAFE NR USD TR 10-09-19 0.24 10.67 -1.32 -2.51 0.36 6.08 3.56
MSCI EAFE PR LCL PR 10-09-19 0.19 10.25 -0.85 -2.03 -0.64 4.29 3.50
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 10-09-19 0.58 11.43 -1.61 -2.83 2.32 3.94 3.35
MSCI EM Latin America PR USD PR 10-09-19 1.56 2.62 -1.49 -9.87 -4.39 2.37 -4.38
MSCI EM PR LCL PR 10-09-19 -0.02 4.43 -1.74 -3.07 0.65 4.23 2.84
MSCI EM PR USD PR 10-09-19 0.39 2.82 -1.74 -4.74 -0.10 2.77 -0.31
MSCI Europe NR USD TR 10-09-19 1.07 10.80 -2.12 -3.55 0.44 6.12 2.70
MSCI Europe PR LCL PR 10-09-19 1.04 12.12 -1.34 -2.13 2.07 3.93 3.52
MSCI Hong Kong PR USD PR 10-09-19 -2.60 -2.25 -6.42 -14.76 -1.63 1.20 1.86
MSCI Japan NR USD TR 10-09-19 -1.01 11.14 2.16 2.66 -2.24 6.13 6.32
MSCI Japan PR LCL PR 10-09-19 -0.98 6.63 1.53 0.48 -9.24 5.49 4.23
MSCI North America NR USD TR 10-09-19 1.08 17.87 -1.89 -1.91 2.80 11.83 9.58
MSCI Pacific Ex Japan NR USD TR 10-09-19 -1.47 9.27 -4.15 -6.93 5.79 6.18 3.39
MSCI Pacific Ex Japan PR LCL PR 10-09-19 -1.77 8.56 -3.01 -6.13 4.33 4.50 2.82
MSCI Pacific NR USD TR 10-09-19 -1.16 10.58 0.03 -0.65 0.37 6.17 5.28
MSCI Pacific PR LCL PR 10-09-19 -1.24 7.35 0.00 -1.77 -4.88 5.18 3.65
MSCI World ex USA NR USD TR 10-09-19 0.22 11.34 -1.37 -2.53 0.48 6.08 3.32
MSCI World Ex USA PR LCL PR 10-09-19 0.20 10.53 -0.85 -2.02 -0.40 4.26 3.39
Nikkei 225 Average PR JPY PR 10-09-19 -1.48 7.20 0.65 -0.50 -8.58 8.37 6.75
S&P BSE SENSEX India INR PR 10-09-19 -0.33 5.85 2.78 -1.43 11.31 10.81 7.46
S&P/ASX All Ordinaries PR PR 10-09-19 -1.28 16.77 -1.38 -1.23 8.31 6.31 4.72
S&P/TSX Composite PR PR 10-09-19 0.42 14.36 -0.70 -1.00 3.32 3.99 2.52
SIX SMI PR CHF PR 10-09-19 0.75 16.62 -2.28 -1.32 9.66 6.56 2.99
SIX SMI TR CHF PR 10-09-19 0.75 20.52 -2.17 -1.21 13.33 10.15 6.46
SSE Composite PR CNY PR 10-09-19 0.68 17.28 -3.30 -0.12 7.49 -0.89 4.13
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 10-09-19 0.59 14.39 -1.42 -1.87 3.07 9.61 7.54
Con Tgt Risk TR USD TR 10-09-19 0.20 9.01 0.10 1.38 8.72 4.38 3.70
Mod Agg Tgt Risk TR USD TR 10-09-19 0.51 13.42 -1.08 -1.17 4.67 8.66 6.85
Mod Con Tgt Risk TR USD TR 10-09-19 0.30 10.62 -0.30 0.57 7.52 5.94 4.98
Mod Tgt Risk TR USD TR 10-09-19 0.40 12.03 -0.65 -0.29 6.22 7.30 5.93
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 10-09-19 0.33 10.38 -0.62 -0.12 5.25 6.02 4.92
Lifetime Agg 2005 TR USD TR 10-09-19 0.34 10.78 -0.64 -0.11 5.45 6.30 5.17
Lifetime Agg 2010 TR USD TR 10-09-19 0.35 11.74 -0.69 -0.04 5.91 6.81 5.57
Lifetime Agg 2015 TR USD TR 10-09-19 0.38 12.61 -0.78 -0.10 6.05 7.36 6.00
Lifetime Agg 2020 TR USD TR 10-09-19 0.42 13.38 -0.89 -0.30 5.79 7.98 6.46
Lifetime Agg 2025 TR USD TR 10-09-19 0.48 14.00 -1.05 -0.66 5.07 8.62 6.90
Lifetime Agg 2030 TR USD TR 10-09-19 0.53 14.38 -1.24 -1.14 4.04 9.11 7.22
Lifetime Agg 2035 TR USD TR 10-09-19 0.57 14.47 -1.39 -1.58 3.08 9.32 7.32
Lifetime Agg 2040 TR USD TR 10-09-19 0.59 14.39 -1.47 -1.84 2.55 9.31 7.27
Lifetime Agg 2045 TR USD TR 10-09-19 0.59 14.26 -1.49 -1.93 2.39 9.22 7.17
Lifetime Agg 2050 TR USD TR 10-09-19 0.58 14.14 -1.48 -1.95 2.35 9.13 7.07
Lifetime Agg 2055 TR USD TR 10-09-19 0.57 14.03 -1.47 -1.97 2.34 9.05 6.96
Lifetime Agg Incm TR USD TR 10-09-19 0.33 10.38 -0.62 -0.12 5.25 6.02 4.92
Lifetime Con 2000 TR USD TR 10-09-19 0.17 7.94 -0.18 0.70 6.21 4.05 3.38
Lifetime Con 2005 TR USD TR 10-09-19 0.17 8.34 -0.19 0.76 6.62 4.21 3.56
Lifetime Con 2010 TR USD TR 10-09-19 0.18 9.51 -0.20 1.04 7.71 4.67 3.95
Lifetime Con 2015 TR USD TR 10-09-19 0.19 10.63 -0.23 1.20 8.50 5.19 4.37
Lifetime Con 2020 TR USD TR 10-09-19 0.22 11.62 -0.28 1.25 8.98 5.73 4.80
Lifetime Con 2025 TR USD TR 10-09-19 0.26 12.46 -0.36 1.19 9.13 6.28 5.24
Lifetime Con 2030 TR USD TR 10-09-19 0.31 13.17 -0.46 0.98 8.84 6.94 5.73
Lifetime Con 2035 TR USD TR 10-09-19 0.37 13.70 -0.62 0.53 7.92 7.66 6.24
Lifetime Con 2040 TR USD TR 10-09-19 0.43 14.07 -0.83 -0.07 6.63 8.28 6.64
Lifetime Con 2045 TR USD TR 10-09-19 0.48 14.22 -1.03 -0.64 5.40 8.62 6.83
Lifetime Con 2050 TR USD TR 10-09-19 0.51 14.20 -1.14 -0.99 4.70 8.70 6.84
Lifetime Con 2055 TR USD TR 10-09-19 0.51 14.19 -1.19 -1.13 4.43 8.70 6.80
Lifetime Con Incm TR USD TR 10-09-19 0.17 7.94 -0.18 0.70 6.21 4.05 3.38
Lifetime Mod 2000 TR USD TR 10-09-19 0.25 9.24 -0.41 0.28 5.76 5.04 4.14
Lifetime Mod 2005 TR USD TR 10-09-19 0.26 9.62 -0.41 0.32 6.06 5.25 4.36
Lifetime Mod 2010 TR USD TR 10-09-19 0.27 10.67 -0.44 0.49 6.83 5.72 4.74
Lifetime Mod 2015 TR USD TR 10-09-19 0.29 11.65 -0.50 0.55 7.30 6.24 5.15
Lifetime Mod 2020 TR USD TR 10-09-19 0.32 12.51 -0.58 0.49 7.43 6.81 5.59
Lifetime Mod 2025 TR USD TR 10-09-19 0.37 13.28 -0.69 0.27 7.12 7.49 6.09
Lifetime Mod 2030 TR USD TR 10-09-19 0.43 13.89 -0.87 -0.16 6.24 8.20 6.59
Lifetime Mod 2035 TR USD TR 10-09-19 0.49 14.23 -1.07 -0.74 4.98 8.75 6.94
Lifetime Mod 2040 TR USD TR 10-09-19 0.54 14.34 -1.25 -1.24 3.88 9.01 7.08
Lifetime Mod 2045 TR USD TR 10-09-19 0.56 14.28 -1.35 -1.54 3.25 9.04 7.05
Lifetime Mod 2050 TR USD TR 10-09-19 0.56 14.18 -1.37 -1.65 3.06 8.97 6.97
Lifetime Mod 2055 TR USD TR 10-09-19 0.56 14.10 -1.38 -1.69 3.00 8.91 6.88
Lifetime Mod Incm TR USD TR 10-09-19 0.25 9.24 -0.41 0.28 5.76 5.04 4.14
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 10-09-19 0.09 -1.55 0.44 -0.75 -13.86 -3.72 -2.51
Lng/Shrt Cmdty TR TR 10-09-19 -0.09 -2.01 -1.43 -0.64 -13.92 -3.69 -2.52
Lng-Only Cmdty TR TR 10-09-19 0.96 6.81 -0.66 -2.48 -11.82 -0.28 -7.76
Shrt/Flt Cmdty TR TR 10-09-19 -0.63 -7.68 0.45 1.61 -1.96 -0.90 -0.61
Shrt-Only Cmdty TR TR 10-09-19 -0.68 -4.57 0.31 2.88 11.42 0.26 5.93
top arrow

Content Partners