Kentucky Notary Bond Requirements | Kentucky Notary Bond Amount
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 11-09-18 1.93 5.13 -3.38 -2.80 9.20 12.19 11.34
Style
US Core TR 11-09-18 2.23 2.23 -3.66 -1.85 5.87 11.75 10.93
US Growth TR 11-09-18 1.18 10.74 -4.22 -5.43 13.89 13.06 13.37
US Large Cap TR 11-09-18 2.21 6.53 -3.44 -1.88 10.33 12.77 11.97
US Large Core TR 11-09-18 2.47 3.23 -4.12 -0.83 6.20 12.54 11.46
US Large Growth TR 11-09-18 1.82 12.64 -3.44 -3.69 15.68 13.78 14.59
US Large Val TR 11-09-18 2.31 2.76 -2.19 0.12 8.13 11.69 9.57
US Mid Cap TR 11-09-18 1.39 1.78 -2.91 -4.48 6.42 10.83 10.10
US Mid Core TR 11-09-18 1.75 -1.30 -2.43 -4.46 3.65 9.25 9.80
US Mid Growth TR 11-09-18 0.26 6.14 -4.61 -6.07 9.54 11.22 10.43
US Mid Val TR 11-09-18 2.25 0.47 -1.55 -2.71 6.04 11.92 10.03
US Small Cap TR 11-09-18 0.51 0.35 -4.13 -7.56 5.41 10.13 8.31
US Small Core TR 11-09-18 0.99 -1.55 -2.93 -6.73 4.74 9.80 8.28
US Small Growth TR 11-09-18 -0.56 6.54 -4.78 -8.15 10.11 11.76 9.22
US Small Val TR 11-09-18 1.23 -3.67 -4.61 -7.64 1.57 8.66 7.34
US Value TR 11-09-18 2.23 1.90 -2.22 -0.98 7.32 11.57 9.54
Sector
US Cyclcl Sup Sec TR 11-09-18 2.13 3.51 -2.50 -4.10 9.57 11.92 11.26
US Basic Materials TR 11-09-18 0.84 -10.26 -3.20 -9.93 -6.16 9.07 5.86
US Consumr Cyclcl TR 11-09-18 1.42 10.83 -2.39 -4.10 19.05 12.49 12.31
US Financial Services TR 11-09-18 2.69 1.25 -3.07 -3.62 7.73 13.16 12.17
US Real Estate TR 11-09-18 3.07 2.32 1.01 -1.01 2.13 7.12 8.92
US Dfnsve Sup Sec TR 11-09-18 3.34 9.55 0.50 3.99 12.47 10.66 11.92
US Consumr Dfnsve TR 11-09-18 2.91 2.16 5.01 6.51 9.50 8.67 9.27
US Healthcare TR 11-09-18 3.56 14.14 -1.74 2.68 16.23 11.07 13.82
US Utilities TR 11-09-18 3.27 7.56 0.80 3.82 3.04 13.48 11.10
US Snstve Sup Sec TR 11-09-18 0.93 3.95 -6.31 -5.48 6.97 13.43 11.13
US Commun Svc Capped TR 11-09-18 1.28 1.84 0.47 3.52 8.34 7.88 8.47
US Energy Capped TR 11-09-18 1.13 -2.89 -12.76 -8.41 0.90 2.32 -2.41
US Industrials TR 11-09-18 1.86 -1.32 -6.45 -3.96 5.20 11.92 10.16
US Technology TR 11-09-18 0.32 9.42 -5.59 -6.82 9.31 18.60 17.72
Moat
Morningstar Wide Moat Focus TR 11-09-18 3.00 8.37 -1.26 0.68 15.19 17.16 12.56
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 11-09-18 3.00 7.17 -1.48 2.48 13.33 16.42 13.24
NASDAQ Composite PR PR 11-09-18 0.68 7.29 -4.28 -6.14 9.73 13.28 13.58
NYSE Composite PR --- 11-09-18 1.75 -2.12 -3.26 -3.23 1.60 6.38 4.56
Russell 2000 TR TR 11-09-18 0.12 1.95 -4.39 -8.07 6.40 10.89 8.55
S&P 500 TR TR 11-09-18 2.21 5.74 -3.31 -2.05 9.73 12.48 11.73
S&P MidCap 400 TR 11-09-18 1.13 0.34 -3.68 -5.86 4.73 10.85 9.62
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 11-09-18 0.27 -2.49 -0.05 -1.07 -2.28 1.35 2.08
US Inter Core Bd TR Bond TR 11-09-18 0.13 -1.83 0.00 -0.86 -1.91 1.11 1.99
US Lng Core Bd TR Bond TR 11-09-18 0.81 -6.55 -0.41 -2.85 -5.43 2.36 3.81
US Shrt Core Bd TR Bond TR 11-09-18 0.03 0.19 0.18 0.17 0.01 0.91 0.91
Corporate
US Corp Bd TR Bond TR 11-09-18 0.44 -3.35 -0.37 -1.20 -2.62 2.84 3.17
US Inter Corp Bd TR Bond TR 11-09-18 0.14 -1.59 -0.05 -0.43 -1.62 2.38 2.66
US Lng Corp Bd TR Bond TR 11-09-18 0.86 -6.62 -0.84 -2.54 -5.04 3.87 4.44
US Shrt Corp Bd TR Bond TR 11-09-18 0.05 0.42 0.09 0.21 0.33 1.73 1.63
Government
US Gov Bd TR Bond TR 11-09-18 0.23 -2.21 0.22 -0.93 -2.30 0.53 1.27
US Inter Gov Bd TR Bond TR 11-09-18 0.06 -1.56 0.35 -0.42 -2.05 0.52 1.12
US Lng Gov Bd TR Bond TR 11-09-18 0.75 -6.49 0.10 -3.21 -5.94 0.65 3.27
US Shrt Gov Bd TR Bond TR 11-09-18 0.02 0.08 0.21 0.15 -0.15 0.52 0.59
Other
Mortgage TR Bond TR 11-09-18 0.15 -2.00 -0.13 -1.14 -1.93 1.05 2.16
US TIPS TR TR 11-09-18 0.26 -2.39 -0.74 -2.05 -1.87 1.74 1.22
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 11-09-18 0.25 -2.41 -0.03 -1.00 -2.19 1.32 1.99
BBgBarc US Government TR TR 11-09-18 0.21 -2.13 0.22 -0.86 -2.23 0.53 1.26
BBgBarc US MBS TR TR 11-09-18 0.17 -1.90 -0.06 -1.09 -1.77 0.88 1.88
ICE BofAML US High Yield TR TR 11-09-18 0.10 1.11 -0.65 -0.51 1.96 7.00 4.81
USTREAS T-Bill Auction Ave 3 --- 10-31-18 --- 1.61 0.19 0.55 1.84 0.98 0.60
USTREAS T-Bill Cnst Mat Rate 10 TR --- --- --- --- --- --- --- ---
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 11-09-18 0.19 -1.09 0.00 -1.00 -1.16 2.04 3.33
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 11-09-18 -0.72 -12.15 -4.23 -10.03 -6.68 1.22 -6.60
Euronext BEL 20 PR EUR PR 11-09-18 0.98 -10.60 -2.65 -8.55 -12.05 -0.63 4.20
Euronext Paris CAC 40 NR EUR TR 11-09-18 0.11 -1.84 -3.92 -7.04 -3.41 3.75 6.15
Euronext Paris CAC 40 PR EUR PR 11-09-18 0.09 -3.87 -3.98 -7.19 -5.57 1.31 3.69
FSE DAX PR EUR PR 11-09-18 0.09 -13.26 -3.74 -9.05 -15.00 -0.72 2.04
FSE DAX TR EUR TR 11-09-18 0.09 -10.75 -3.74 -9.05 -12.54 2.15 4.90
FTSE 100 PR GBP PR 11-09-18 0.16 -7.58 -1.83 -8.22 -5.06 4.12 1.16
FTSE 100 TR GBP TR 11-09-18 0.24 -4.10 -1.57 -7.49 -1.10 8.37 5.11
FTSE 250 PR GBP PR 11-09-18 -1.13 -7.81 -2.27 -8.17 -4.81 3.74 4.49
Hang Seng Hong Kong Composite PR HKD TR 11-09-18 -3.29 -16.67 -2.39 -11.68 -14.88 3.14 1.79
Hang Seng HSI PR HKD PR 11-09-18 -3.34 -14.43 -2.18 -10.51 -12.13 4.05 2.40
MSCI AC Far East Ex Japan PR USD PR 11-09-18 -2.61 -16.45 -3.13 -11.10 -15.67 4.75 1.57
MSCI ACWI PR USD PR 11-09-18 0.92 -3.61 -3.34 -5.20 -0.82 6.62 4.65
MSCI EAFE NR USD TR 11-09-18 0.23 -7.96 -3.19 -6.87 -5.55 4.81 2.67
MSCI EAFE PR LCL PR 11-09-18 0.27 -6.67 -2.87 -6.17 -6.57 1.70 3.24
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 11-09-18 0.15 -6.44 -2.11 -6.97 -6.25 1.89 2.35
MSCI EM Latin America PR USD PR 11-09-18 -3.68 -7.21 -4.71 -1.06 -5.80 9.46 -4.07
MSCI EM PR LCL PR 11-09-18 -1.74 -10.94 -2.18 -8.23 -10.80 5.21 3.07
MSCI EM PR USD PR 11-09-18 -2.06 -15.73 -1.79 -9.50 -13.90 4.99 -0.39
MSCI Europe NR USD TR 11-09-18 0.26 -8.70 -2.78 -7.44 -5.82 3.89 1.80
MSCI Europe PR LCL PR 11-09-18 0.21 -6.58 -2.12 -6.91 -6.63 1.61 2.50
MSCI Hong Kong PR USD PR 11-09-18 -2.98 -13.95 -3.26 -11.26 -11.25 3.07 2.66
MSCI Japan NR USD TR 11-09-18 0.10 -6.45 -5.55 -5.18 -5.70 5.64 5.54
MSCI Japan PR LCL PR 11-09-18 0.64 -7.20 -5.11 -3.51 -7.41 0.94 6.57
MSCI North America NR USD TR 11-09-18 1.93 4.26 -3.55 -2.81 7.99 11.35 10.25
MSCI Pacific Ex Japan NR USD TR 11-09-18 0.18 -7.96 -0.65 -7.70 -5.18 8.85 2.00
MSCI Pacific Ex Japan PR LCL PR 11-09-18 -0.30 -6.70 -2.36 -7.77 -5.65 3.99 1.48
MSCI Pacific NR USD TR 11-09-18 0.13 -6.94 -3.99 -6.02 -5.52 6.69 4.28
MSCI Pacific PR LCL PR 11-09-18 0.32 -7.07 -4.24 -4.95 -6.85 1.94 4.64
MSCI World ex USA NR USD TR 11-09-18 0.24 -8.03 -3.39 -6.96 -5.64 4.98 2.47
MSCI World Ex USA PR LCL PR 11-09-18 0.33 -6.60 -2.96 -6.27 -6.45 1.90 3.19
Nikkei 225 Average PR JPY PR 11-09-18 0.03 -2.26 -5.19 -1.54 -2.70 4.24 9.57
S&P BSE SENSEX India INR PR 11-07-18 2.31 3.47 2.50 -6.45 5.59 10.29 11.09
S&P/ASX All Ordinaries PR PR 11-09-18 1.27 -2.53 -2.35 -5.84 -1.82 5.08 2.19
S&P/TSX Composite PR PR 11-09-18 1.03 -5.77 -3.66 -6.96 -5.02 4.25 2.69
SIX SMI PR CHF PR 11-09-18 0.91 -3.28 1.23 -0.78 -1.13 0.74 1.94
SIX SMI TR CHF PR 11-09-18 0.91 0.07 1.23 -0.68 2.29 4.23 5.33
SSE Composite PR CNY PR 11-09-18 -2.90 -21.42 -4.49 -7.00 -24.18 -10.68 4.29
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 11-09-18 0.99 -0.93 -2.79 -4.41 2.54 9.64 7.45
Con Tgt Risk TR USD TR 11-09-18 0.34 -1.51 -0.58 -1.48 -0.60 3.26 2.63
Mod Agg Tgt Risk TR USD TR 11-08-18 1.68 -0.56 -1.78 -3.14 2.10 8.35 6.65
Mod Con Tgt Risk TR USD TR 11-09-18 0.54 -1.25 -1.19 -2.20 0.34 5.09 4.14
Mod Tgt Risk TR USD TR 11-09-18 0.70 -1.29 -1.74 -3.00 0.95 6.70 5.35
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 11-09-18 0.64 -0.01 -1.55 -2.11 1.74 5.48 4.54
Lifetime Agg 2005 TR USD TR 11-09-18 0.67 -0.19 -1.61 -2.26 1.69 5.77 4.83
Lifetime Agg 2010 TR USD TR 11-09-18 0.73 -0.52 -1.75 -2.58 1.57 6.15 5.17
Lifetime Agg 2015 TR USD TR 11-09-18 0.79 -0.74 -1.93 -2.91 1.58 6.63 5.59
Lifetime Agg 2020 TR USD TR 11-08-18 1.27 -0.32 -1.74 -2.71 2.01 7.23 6.21
Lifetime Agg 2025 TR USD TR 11-08-18 1.50 -0.20 -1.94 -2.98 2.40 7.99 6.76
Lifetime Agg 2030 TR USD TR 11-09-18 0.97 -0.78 -2.67 -3.94 2.38 8.72 7.06
Lifetime Agg 2035 TR USD TR 11-09-18 0.98 -0.81 -2.87 -4.22 2.53 9.17 7.28
Lifetime Agg 2040 TR USD TR 11-09-18 0.97 -0.96 -2.97 -4.40 2.44 9.32 7.28
Lifetime Agg 2045 TR USD TR 11-09-18 0.93 -1.17 -2.98 -4.51 2.23 9.29 7.18
Lifetime Agg 2050 TR USD TR 11-09-18 0.90 -1.39 -2.98 -4.59 2.00 9.22 7.06
Lifetime Agg 2055 TR USD TR 11-09-18 0.86 -1.60 -2.97 -4.68 1.77 9.15 6.93
Lifetime Agg Incm TR USD TR 11-09-18 0.64 -0.01 -1.55 -2.11 1.74 5.49 4.51
Lifetime Con 2000 TR USD TR 11-09-18 0.33 -0.42 -0.86 -1.34 0.49 3.49 2.74
Lifetime Con 2005 TR USD TR 11-09-18 0.36 -0.70 -0.88 -1.47 0.30 3.64 2.95
Lifetime Con 2010 TR USD TR 11-09-18 0.43 -1.19 -0.97 -1.78 0.00 3.86 3.21
Lifetime Con 2015 TR USD TR 11-09-18 0.50 -1.55 -1.08 -2.09 -0.16 4.19 3.55
Lifetime Con 2020 TR USD TR 11-09-18 0.57 -1.80 -1.22 -2.38 -0.20 4.61 3.93
Lifetime Con 2025 TR USD TR 11-09-18 0.63 -1.95 -1.38 -2.66 -0.12 5.12 4.37
Lifetime Con 2030 TR USD TR 11-09-18 0.69 -1.93 -1.58 -2.94 0.16 5.79 4.92
Lifetime Con 2035 TR USD TR 11-09-18 0.76 -1.76 -1.85 -3.25 0.64 6.66 5.55
Lifetime Con 2040 TR USD TR 11-08-18 1.31 -1.06 -1.73 -3.05 1.38 7.48 6.22
Lifetime Con 2045 TR USD TR 11-08-18 1.54 -0.88 -1.92 -3.29 1.79 8.12 6.58
Lifetime Con 2050 TR USD TR 11-09-18 0.85 -1.63 -2.54 -4.16 1.45 8.41 6.53
Lifetime Con 2055 TR USD TR 11-09-18 0.84 -1.79 -2.60 -4.30 1.34 8.50 6.50
Lifetime Con Incm TR USD TR 11-09-18 0.33 -0.42 -0.86 -1.34 0.49 3.49 2.71
Lifetime Mod 2000 TR USD TR 11-09-18 0.50 -0.21 -1.21 -1.73 1.12 4.45 3.64
Lifetime Mod 2005 TR USD TR 11-09-18 0.52 -0.44 -1.26 -1.87 1.00 4.66 3.87
Lifetime Mod 2010 TR USD TR 11-09-18 0.59 -0.84 -1.37 -2.18 0.78 4.94 4.16
Lifetime Mod 2015 TR USD TR 11-09-18 0.65 -1.14 -1.51 -2.49 0.70 5.34 4.53
Lifetime Mod 2020 TR USD TR 11-09-18 0.72 -1.32 -1.68 -2.79 0.75 5.84 4.97
Lifetime Mod 2025 TR USD TR 11-09-18 0.78 -1.35 -1.90 -3.12 1.00 6.54 5.52
Lifetime Mod 2030 TR USD TR 11-08-18 1.30 -0.71 -1.77 -2.92 1.68 7.34 6.25
Lifetime Mod 2035 TR USD TR 11-09-18 0.90 -1.12 -2.48 -3.83 1.85 8.20 6.63
Lifetime Mod 2040 TR USD TR 11-09-18 0.93 -1.11 -2.71 -4.12 2.07 8.72 6.90
Lifetime Mod 2045 TR USD TR 11-09-18 0.92 -1.23 -2.82 -4.32 2.04 8.93 6.95
Lifetime Mod 2050 TR USD TR 11-09-18 0.89 -1.42 -2.85 -4.43 1.86 8.93 6.87
Lifetime Mod 2055 TR USD TR 11-09-18 0.86 -1.61 -2.86 -4.53 1.66 8.90 6.77
Lifetime Mod Incm TR USD TR 11-09-18 0.50 -0.21 -1.21 -1.73 1.12 4.45 3.60
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 11-09-18 -0.36 1.55 -7.08 -0.73 3.46 -0.65 -1.86
Lng/Shrt Cmdty TR TR 11-09-18 0.79 3.76 -6.80 -0.36 5.88 -1.80 -1.32
Lng-Only Cmdty TR TR 11-09-18 -1.24 -0.01 -7.26 -0.85 1.49 1.48 -7.97
Shrt/Flt Cmdty TR TR 11-08-18 0.56 2.19 -0.08 -0.17 3.21 -1.37 0.32
Shrt-Only Cmdty TR TR 11-09-18 1.51 1.36 5.97 0.72 0.78 -3.08 5.98
top arrow

Content Partners