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 07-15-19 1.28 21.77 4.46 3.96 8.80 13.86 10.81
Style
US Core TR 07-15-19 1.15 20.64 3.70 2.78 8.25 12.06 10.04
US Growth TR 07-15-19 1.94 28.20 5.88 6.25 10.59 19.02 14.00
US Large Cap TR 07-15-19 1.48 21.38 4.75 4.64 10.30 14.58 11.38
US Large Core TR 07-15-19 1.35 20.19 3.91 3.45 9.55 12.75 10.64
US Large Growth TR 07-15-19 1.78 25.74 5.87 6.07 10.73 19.44 14.49
US Large Val TR 07-15-19 0.97 16.15 3.81 3.21 9.77 10.50 8.34
US Mid Cap TR 07-15-19 0.95 24.34 3.93 3.11 7.82 12.69 9.90
US Mid Core TR 07-15-19 1.01 22.84 3.37 1.38 6.89 10.53 8.87
US Mid Growth TR 07-15-19 1.66 33.30 4.97 7.08 14.58 17.72 12.64
US Mid Val TR 07-15-19 0.06 16.41 3.32 0.56 1.63 9.56 7.97
US Small Cap TR 07-15-19 0.20 18.34 2.97 -0.57 -3.74 9.70 7.37
US Small Core TR 07-15-19 0.02 19.17 2.91 0.80 -2.60 8.95 7.09
US Small Growth TR 07-15-19 1.18 23.96 4.24 1.49 0.93 14.98 10.71
US Small Val TR 07-15-19 -0.66 11.78 1.68 -4.27 -9.40 5.11 4.26
US Value TR 07-15-19 0.67 15.88 3.57 2.14 6.76 10.00 8.02
Sector
US Cyclcl Sup Sec TR 07-15-19 1.08 23.30 4.05 4.98 8.72 15.55 11.54
US Basic Materials TR 07-15-19 0.63 17.73 2.15 1.35 -2.53 7.32 4.87
US Consumr Cyclcl TR 07-15-19 1.87 25.93 5.35 4.98 9.61 17.08 13.79
US Financial Services TR 07-15-19 0.84 22.72 4.07 6.06 9.50 18.77 12.06
US Real Estate TR 07-15-19 -0.38 21.06 0.94 3.09 12.28 5.48 8.02
US Dfnsve Sup Sec TR 07-15-19 0.13 13.18 2.15 4.30 11.02 8.60 10.27
US Consumr Dfnsve TR 07-15-19 0.82 19.29 2.24 5.95 15.34 5.58 8.98
US Healthcare TR 07-15-19 -0.24 9.22 2.36 3.05 6.71 10.10 10.73
US Utilities TR 07-15-19 0.06 16.50 0.82 5.26 19.25 9.51 11.37
US Snstve Sup Sec TR 07-15-19 2.12 25.86 6.16 2.94 7.63 15.89 10.55
US Commun Svc Capped TR 07-15-19 1.88 28.07 3.37 6.34 24.60 8.82 9.25
US Energy Capped TR 07-15-19 0.85 11.88 5.59 -5.56 -16.61 -0.93 -6.63
US Industrials TR 07-15-19 1.34 24.11 3.97 2.76 9.09 12.69 10.02
US Technology TR 07-15-19 2.77 30.13 7.67 4.33 11.13 24.70 17.54
Moat
Morningstar Wide Moat Focus TR 07-15-19 1.73 19.90 4.47 2.50 11.92 15.37 12.00
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 07-15-19 2.08 18.78 4.95 4.34 11.95 16.65 12.61
NASDAQ Composite PR PR 07-15-19 1.97 24.46 5.92 3.54 5.52 17.97 13.33
NYSE Composite PR --- 07-15-19 0.66 16.34 3.49 2.14 3.63 7.10 3.83
Russell 2000 TR TR 07-15-19 0.04 16.67 2.70 -0.76 -6.12 10.51 7.72
S&P 500 TR TR 07-15-19 1.33 21.56 4.54 4.26 9.79 13.99 11.11
S&P MidCap 400 TR 07-15-19 0.23 18.38 2.82 -0.11 -0.60 9.88 8.40
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 07-15-19 -0.15 5.76 0.57 3.11 7.08 2.20 3.05
US Inter Core Bd TR Bond TR 07-15-19 -0.02 4.59 0.45 2.45 6.54 2.12 2.88
US Lng Core Bd TR Bond TR 07-15-19 -0.69 11.08 1.16 5.86 10.84 2.87 4.97
US Shrt Core Bd TR Bond TR 07-15-19 0.15 3.10 0.24 1.74 4.71 1.74 1.65
Corporate
US Corp Bd TR Bond TR 07-15-19 -0.19 9.37 1.41 3.96 9.30 3.58 4.00
US Inter Corp Bd TR Bond TR 07-15-19 0.09 8.12 0.93 3.39 9.24 3.50 3.68
US Lng Corp Bd TR Bond TR 07-15-19 -0.57 13.75 2.28 5.69 11.97 4.35 5.28
US Shrt Corp Bd TR Bond TR 07-15-19 0.16 4.14 0.46 1.87 5.59 2.53 2.31
Government
US Gov Bd TR Bond TR 07-15-19 -0.16 4.73 0.09 3.29 6.55 1.34 2.46
US Inter Gov Bd TR Bond TR 07-15-19 0.06 4.57 0.14 3.09 7.13 1.51 2.42
US Lng Gov Bd TR Bond TR 07-15-19 -0.82 8.27 -0.01 6.01 9.59 1.17 4.70
US Shrt Gov Bd TR Bond TR 07-15-19 0.14 2.62 0.14 1.68 4.30 1.36 1.33
Other
Mortgage TR Bond TR 07-15-19 -0.07 3.83 0.47 1.97 5.71 2.05 2.86
US TIPS TR TR 07-15-19 0.36 6.41 1.30 3.39 4.64 2.11 1.87
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 07-15-19 -0.21 5.83 0.61 3.18 7.13 2.21 2.94
BBgBarc US Government TR TR 07-15-19 -0.26 4.67 0.13 3.24 6.48 1.35 2.42
BBgBarc US MBS TR TR 07-15-19 -0.04 4.21 0.56 2.29 6.01 2.09 2.65
ICE BofAML US High Yield TR TR 07-15-19 0.06 10.41 1.33 1.67 7.28 6.69 4.78
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 07-15-19 0.28 5.52 0.69 2.73 6.76 2.75 3.79
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 07-15-19 0.71 3.24 3.58 2.14 -4.94 -1.23 -7.10
Euronext BEL 20 PR EUR PR 07-16-19 1.72 12.52 5.37 -5.45 -4.13 2.28 2.93
Euronext Paris CAC 40 NR EUR TR 07-16-19 0.76 21.12 4.74 3.35 6.31 11.22 7.65
Euronext Paris CAC 40 PR EUR PR 07-16-19 0.76 18.68 4.60 1.55 3.79 8.69 5.14
FSE DAX PR EUR PR 07-15-19 -1.25 13.72 2.40 0.61 -4.27 4.12 2.03
FSE DAX TR EUR TR 07-16-19 -0.04 17.73 2.77 2.72 -1.04 7.28 4.74
FTSE 100 PR GBP PR 07-16-19 0.54 12.62 3.15 1.44 -0.31 4.35 2.23
FTSE 100 TR GBP TR 07-16-19 0.54 15.49 3.29 2.52 4.15 8.72 6.37
FTSE 250 PR GBP PR 07-16-19 0.97 12.31 2.81 -1.34 -5.50 5.53 4.73
Hang Seng Hong Kong Composite PR HKD TR 07-15-19 0.64 10.02 4.84 -5.46 -3.23 9.10 3.25
Hang Seng HSI PR HKD PR 07-15-19 0.79 10.48 5.30 -4.21 0.10 9.65 4.01
MSCI AC Far East Ex Japan PR USD PR 07-15-19 1.24 9.64 4.95 -4.59 -3.55 7.62 1.96
MSCI ACWI PR USD PR 07-15-19 0.92 16.59 3.95 1.87 3.11 8.91 4.37
MSCI EAFE NR USD TR 07-15-19 0.10 14.18 3.03 1.11 0.49 8.22 2.46
MSCI EAFE PR LCL PR 07-15-19 -0.36 12.48 2.47 0.19 -0.99 5.87 3.27
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 07-15-19 -0.47 14.57 2.60 1.10 1.33 5.81 3.16
MSCI EM Latin America PR USD PR 07-15-19 0.36 14.65 6.82 7.17 14.15 7.71 -3.28
MSCI EM PR LCL PR 07-15-19 0.74 8.88 2.80 -2.70 -0.98 7.36 3.23
MSCI EM PR USD PR 07-15-19 1.10 9.52 4.20 -2.62 -1.66 6.82 -0.16
MSCI Europe NR USD TR 07-15-19 -0.18 15.32 2.77 0.66 0.12 8.20 1.54
MSCI Europe PR LCL PR 07-15-19 -0.57 14.36 2.42 0.66 0.45 5.57 3.12
MSCI Hong Kong PR USD PR 07-15-19 0.06 15.88 6.62 -0.79 7.95 9.93 5.26
MSCI Japan NR USD TR 07-16-19 0.02 8.28 1.81 0.29 -2.75 7.21 4.46
MSCI Japan PR LCL PR 07-16-19 -0.44 5.66 1.53 -3.16 -8.22 5.98 3.86
MSCI North America NR USD TR 07-15-19 1.33 21.52 4.52 4.05 8.69 13.03 9.73
MSCI Pacific Ex Japan NR USD TR 07-15-19 0.45 18.80 4.98 3.60 7.79 10.50 3.91
MSCI Pacific Ex Japan PR LCL PR 07-15-19 0.03 16.06 3.44 3.64 6.23 7.82 3.60
MSCI Pacific NR USD TR 07-15-19 0.56 12.35 3.43 2.00 1.26 8.51 4.35
MSCI Pacific PR LCL PR 07-15-19 -0.01 9.48 2.53 -0.52 -3.21 6.74 3.71
MSCI World ex USA NR USD TR 07-15-19 0.14 14.87 3.10 1.27 0.67 8.12 2.27
MSCI World Ex USA PR LCL PR 07-15-19 -0.31 12.72 2.35 0.15 -0.97 5.79 3.13
Nikkei 225 Average PR JPY PR 07-12-19 -0.28 8.35 2.63 -0.84 -2.26 10.45 7.42
S&P BSE SENSEX India INR PR 07-16-19 1.03 8.49 -0.81 -0.37 7.73 12.02 8.90
S&P/ASX All Ordinaries PR PR 07-16-19 -0.21 17.98 1.54 5.71 6.47 6.92 4.12
S&P/TSX Composite PR PR 07-15-19 0.29 15.28 1.28 -0.03 -0.30 4.47 1.83
SIX SMI PR CHF PR 07-16-19 -1.11 16.86 0.03 2.83 11.33 6.49 2.71
SIX SMI TR CHF PR 07-16-19 -1.11 20.63 0.03 3.87 15.05 10.07 6.16
SSE Composite PR CNY PR 07-16-19 0.32 17.79 1.93 -9.71 4.39 -1.29 7.28
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 07-15-19 0.71 17.53 3.62 2.15 5.46 11.16 7.12
Con Tgt Risk TR USD TR 07-15-19 0.12 7.75 1.22 2.66 6.65 4.11 3.29
Mod Agg Tgt Risk TR USD TR 07-15-19 0.59 15.57 3.16 2.29 6.08 9.79 6.43
Mod Con Tgt Risk TR USD TR 07-15-19 0.29 10.42 1.90 2.56 6.71 6.12 4.58
Mod Tgt Risk TR USD TR 07-15-19 0.44 12.96 2.53 2.44 6.51 7.92 5.52
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 07-15-19 0.46 11.06 2.14 2.37 5.86 6.40 4.63
Lifetime Agg 2005 TR USD TR 07-15-19 0.46 11.44 2.20 2.43 5.96 6.69 4.86
Lifetime Agg 2010 TR USD TR 07-15-19 0.45 12.34 2.36 2.58 6.17 7.19 5.19
Lifetime Agg 2015 TR USD TR 07-15-19 0.45 13.29 2.55 2.65 6.28 7.79 5.56
Lifetime Agg 2020 TR USD TR 07-15-19 0.48 14.33 2.77 2.63 6.24 8.54 5.97
Lifetime Agg 2025 TR USD TR 07-15-19 0.54 15.45 3.03 2.51 6.03 9.40 6.39
Lifetime Agg 2030 TR USD TR 07-15-19 0.61 16.49 3.29 2.32 5.67 10.16 6.71
Lifetime Agg 2035 TR USD TR 07-15-19 0.67 17.19 3.49 2.13 5.29 10.62 6.85
Lifetime Agg 2040 TR USD TR 07-15-19 0.70 17.46 3.58 2.00 5.01 10.75 6.83
Lifetime Agg 2045 TR USD TR 07-15-19 0.70 17.44 3.60 1.92 4.85 10.71 6.74
Lifetime Agg 2050 TR USD TR 07-15-19 0.69 17.34 3.59 1.86 4.73 10.65 6.62
Lifetime Agg 2055 TR USD TR 07-15-19 0.68 17.23 3.59 1.80 4.62 10.58 6.51
Lifetime Agg Incm TR USD TR 07-15-19 0.46 11.06 2.14 2.37 5.86 6.40 4.64
Lifetime Con 2000 TR USD TR 07-15-19 0.29 7.54 1.36 2.32 5.43 4.03 3.10
Lifetime Con 2005 TR USD TR 07-15-19 0.28 7.86 1.41 2.45 5.62 4.15 3.28
Lifetime Con 2010 TR USD TR 07-15-19 0.24 8.69 1.53 2.74 6.07 4.50 3.59
Lifetime Con 2015 TR USD TR 07-15-19 0.21 9.61 1.68 2.97 6.45 4.97 3.95
Lifetime Con 2020 TR USD TR 07-15-19 0.20 10.53 1.85 3.11 6.74 5.50 4.32
Lifetime Con 2025 TR USD TR 07-15-19 0.21 11.45 2.02 3.17 6.91 6.10 4.71
Lifetime Con 2030 TR USD TR 07-15-19 0.24 12.43 2.23 3.11 6.93 6.89 5.15
Lifetime Con 2035 TR USD TR 07-15-19 0.30 13.54 2.49 2.92 6.73 7.86 5.62
Lifetime Con 2040 TR USD TR 07-15-19 0.38 14.71 2.79 2.67 6.34 8.82 6.04
Lifetime Con 2045 TR USD TR 07-15-19 0.47 15.62 3.04 2.43 5.92 9.45 6.28
Lifetime Con 2050 TR USD TR 07-15-19 0.51 16.07 3.18 2.29 5.63 9.73 6.33
Lifetime Con 2055 TR USD TR 07-15-19 0.53 16.24 3.23 2.21 5.45 9.80 6.30
Lifetime Con Incm TR USD TR 07-15-19 0.29 7.54 1.36 2.32 5.43 4.03 3.10
Lifetime Mod 2000 TR USD TR 07-15-19 0.37 9.38 1.76 2.34 5.69 5.20 3.86
Lifetime Mod 2005 TR USD TR 07-15-19 0.37 9.72 1.81 2.44 5.83 5.40 4.06
Lifetime Mod 2010 TR USD TR 07-15-19 0.34 10.55 1.95 2.65 6.16 5.81 4.37
Lifetime Mod 2015 TR USD TR 07-15-19 0.33 11.46 2.11 2.80 6.40 6.32 4.72
Lifetime Mod 2020 TR USD TR 07-15-19 0.34 12.41 2.30 2.86 6.54 6.94 5.10
Lifetime Mod 2025 TR USD TR 07-15-19 0.37 13.47 2.52 2.82 6.52 7.76 5.55
Lifetime Mod 2030 TR USD TR 07-15-19 0.44 14.66 2.80 2.66 6.29 8.73 6.02
Lifetime Mod 2035 TR USD TR 07-15-19 0.52 15.78 3.09 2.42 5.89 9.60 6.39
Lifetime Mod 2040 TR USD TR 07-15-19 0.59 16.57 3.32 2.20 5.47 10.14 6.57
Lifetime Mod 2045 TR USD TR 07-15-19 0.63 16.93 3.43 2.06 5.19 10.32 6.59
Lifetime Mod 2050 TR USD TR 07-15-19 0.64 16.97 3.46 1.99 5.03 10.32 6.51
Lifetime Mod 2055 TR USD TR 07-15-19 0.64 16.93 3.47 1.93 4.91 10.29 6.41
Lifetime Mod Incm TR USD TR 07-15-19 0.37 9.38 1.76 2.34 5.69 5.20 3.86
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 07-15-19 0.21 -0.51 1.19 -1.45 -8.05 -3.10 -2.82
Lng/Shrt Cmdty TR TR 07-15-19 -0.20 -1.50 1.29 -3.02 -9.20 -2.69 -2.40
Lng-Only Cmdty TR TR 07-15-19 2.03 11.59 4.81 -1.47 -1.13 1.19 -8.91
Shrt/Flt Cmdty TR TR 07-15-19 -1.52 -10.28 -2.56 -0.83 -6.17 -1.33 -0.60
Shrt-Only Cmdty TR TR 07-15-19 -1.66 -8.60 -3.39 0.98 0.89 -1.42 7.29
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