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 04-22-19 -0.08 17.04 3.95 10.90 10.42 13.84 11.01
Style
US Core TR 04-22-19 0.28 17.70 5.06 12.32 9.76 12.73 10.49
US Growth TR 04-22-19 -0.32 20.28 3.58 12.79 14.09 17.54 13.84
US Large Cap TR 04-22-19 0.28 16.32 3.93 10.97 11.59 14.36 11.64
US Large Core TR 04-22-19 0.72 17.02 5.13 12.72 10.14 13.25 11.03
US Large Growth TR 04-22-19 -0.30 18.19 3.47 11.72 13.71 17.83 14.69
US Large Val TR 04-22-19 -0.08 12.45 2.83 7.40 8.28 11.13 8.66
US Mid Cap TR 04-22-19 -0.98 19.41 3.95 11.53 8.63 12.87 9.91
US Mid Core TR 04-22-19 -0.82 20.18 4.85 12.45 9.08 11.47 9.60
US Mid Growth TR 04-22-19 -1.13 23.09 3.65 14.50 14.03 16.21 11.40
US Mid Val TR 04-22-19 -1.00 14.61 3.28 7.28 2.53 10.74 8.56
US Small Cap TR 04-22-19 -1.11 17.70 4.23 8.19 3.35 11.13 7.59
US Small Core TR 04-22-19 -0.86 17.20 4.98 8.08 2.20 10.25 7.17
US Small Growth TR 04-22-19 -1.37 20.47 2.53 10.91 8.23 15.61 10.11
US Small Val TR 04-22-19 -1.10 15.49 5.08 5.50 -0.10 7.51 5.46
US Value TR 04-22-19 -0.34 13.06 3.07 7.30 6.61 10.86 8.46
Sector
US Cyclcl Sup Sec TR 04-22-19 0.09 17.55 6.16 9.85 7.92 14.31 11.34
US Basic Materials TR 04-22-19 -0.72 15.32 5.74 9.95 -4.14 8.17 5.22
US Consumr Cyclcl TR 04-22-19 0.47 20.51 7.24 12.85 14.66 15.98 13.49
US Financial Services TR 04-22-19 0.77 16.60 7.21 8.15 3.33 16.15 11.84
US Real Estate TR 04-22-19 -3.43 13.40 -1.27 6.96 18.59 6.75 7.90
US Dfnsve Sup Sec TR 04-22-19 -2.87 5.40 -2.48 2.01 10.43 8.09 9.72
US Consumr Dfnsve TR 04-22-19 0.19 12.80 2.79 9.85 14.47 6.51 8.72
US Healthcare TR 04-22-19 -4.80 0.90 -5.28 -3.18 6.43 8.32 10.22
US Utilities TR 04-22-19 -1.63 8.87 -2.04 8.04 18.07 10.72 10.25
US Snstve Sup Sec TR 04-22-19 1.35 23.91 5.91 17.28 12.49 17.08 11.51
US Commun Svc Capped TR 04-22-19 -0.10 20.32 3.11 13.63 19.16 9.60 9.31
US Energy Capped TR 04-22-19 2.13 20.98 5.01 10.44 -4.95 2.87 -4.07
US Industrials TR 04-22-19 1.17 22.19 6.86 14.34 7.38 13.76 10.43
US Technology TR 04-22-19 1.48 26.57 6.21 21.25 19.13 25.09 18.72
Moat
Morningstar Wide Moat Focus TR 04-22-19 -0.43 16.47 4.06 9.59 17.11 15.66 12.08
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 04-22-19 0.52 14.43 4.06 9.27 10.90 16.53 12.63
NASDAQ Composite PR PR 04-22-19 0.49 20.80 4.88 14.17 12.16 17.78 14.01
NYSE Composite PR --- 04-22-19 -0.33 13.54 2.99 7.62 2.44 7.10 4.03
Russell 2000 TR TR 04-22-19 -1.21 16.14 3.71 7.42 1.10 12.33 7.66
S&P 500 TR TR 04-22-19 0.10 16.71 3.96 11.02 11.10 13.90 11.39
S&P MidCap 400 TR 04-22-19 -0.80 17.56 5.03 9.22 4.10 11.40 9.07
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 04-22-19 -0.15 2.42 -0.25 2.21 4.91 1.86 2.68
US Inter Core Bd TR Bond TR 04-22-19 -0.11 1.98 -0.29 1.85 5.00 1.75 2.68
US Lng Core Bd TR Bond TR 04-22-19 -0.44 4.46 -0.49 3.96 6.38 2.64 4.26
US Shrt Core Bd TR Bond TR 04-22-19 0.04 1.38 0.02 1.30 3.52 1.39 1.37
Corporate
US Corp Bd TR Bond TR 04-22-19 -0.23 4.96 0.23 3.96 5.84 3.30 3.52
US Inter Corp Bd TR Bond TR 04-22-19 -0.09 4.48 0.06 3.58 6.51 3.09 3.32
US Lng Corp Bd TR Bond TR 04-22-19 -0.47 7.13 0.41 5.60 6.60 4.15 4.61
US Shrt Corp Bd TR Bond TR 04-22-19 0.03 2.26 0.10 1.90 4.31 2.23 2.04
Government
US Gov Bd TR Bond TR 04-22-19 -0.12 1.27 -0.55 1.50 4.48 0.95 1.97
US Inter Gov Bd TR Bond TR 04-22-19 -0.06 1.37 -0.48 1.58 4.98 0.98 2.01
US Lng Gov Bd TR Bond TR 04-22-19 -0.42 1.70 -1.46 2.23 6.20 0.91 3.96
US Shrt Gov Bd TR Bond TR 04-22-19 0.04 0.97 -0.02 1.03 3.15 0.99 1.05
Other
Mortgage TR Bond TR 04-22-19 -0.13 1.69 -0.29 1.58 4.68 1.75 2.78
US TIPS TR TR 04-22-19 -0.07 2.85 -0.36 2.59 2.75 1.83 1.72
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 04-22-19 -0.13 2.43 -0.17 2.17 4.86 1.86 2.56
BBgBarc US Government TR TR 04-22-19 -0.10 1.28 -0.44 1.41 4.41 0.97 1.94
BBgBarc US MBS TR TR 04-22-19 -0.13 1.75 -0.25 1.65 4.64 1.67 2.49
ICE BofAML US High Yield TR TR 04-22-19 -0.04 8.55 1.49 4.65 5.98 7.94 4.83
USTREAS T-Bill Auction Ave 3 --- 03-31-19 --- 0.62 0.21 0.62 2.24 1.29 0.80
USTREAS T-Bill Cnst Mat Rate 10 TR 03-31-19 --- 3.12 3.04 3.12 5.82 0.45 2.84
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 04-22-19 0.03 2.74 0.26 2.31 5.33 2.47 3.48
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 04-22-19 -0.51 0.57 -2.53 -1.18 -16.87 -3.25 -6.81
Euronext BEL 20 PR EUR PR 04-23-19 -1.38 17.37 6.08 10.11 -3.22 2.86 4.02
Euronext Paris CAC 40 NR EUR TR 04-23-19 1.19 18.58 6.31 15.88 5.23 9.54 7.16
Euronext Paris CAC 40 PR EUR PR 04-23-19 1.14 18.20 6.11 15.52 2.82 6.96 4.67
FSE DAX PR EUR PR 04-18-19 2.36 14.93 4.53 8.30 -5.69 3.54 2.49
FSE DAX TR EUR TR 04-23-19 1.11 15.88 7.67 10.51 -2.68 5.66 5.09
FTSE 100 PR GBP PR 04-23-19 0.71 11.82 4.38 9.94 1.68 6.03 2.42
FTSE 100 TR GBP TR 04-23-19 0.77 13.51 4.76 11.54 6.16 10.44 6.51
FTSE 250 PR GBP PR 04-23-19 -0.08 13.75 4.79 7.13 -2.01 5.67 4.48
Hang Seng Hong Kong Composite PR HKD TR 04-18-19 0.55 16.86 2.43 12.01 -3.14 11.62 5.05
Hang Seng HSI PR HKD PR 04-18-19 0.41 15.93 1.88 10.60 -1.06 12.29 5.65
MSCI AC Far East Ex Japan PR USD PR 04-22-19 0.14 15.07 2.74 10.39 -5.85 10.04 3.82
MSCI ACWI PR USD PR 04-22-19 0.05 14.51 3.14 9.06 1.76 8.64 4.77
MSCI EAFE NR USD TR 04-22-19 -0.08 12.83 2.50 8.00 -3.60 7.01 2.69
MSCI EAFE PR LCL PR 04-22-19 0.41 12.73 3.03 8.07 -0.11 5.30 3.64
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 04-22-19 0.63 14.03 3.88 9.35 1.93 5.53 3.02
MSCI EM Latin America PR USD PR 04-22-19 0.53 7.54 1.72 -2.15 -8.95 7.76 -3.24
MSCI EM PR LCL PR 04-22-19 0.58 12.54 2.88 7.85 -2.19 9.29 4.94
MSCI EM PR USD PR 04-22-19 0.26 12.76 2.77 7.76 -6.78 8.82 1.54
MSCI Europe NR USD TR 04-22-19 0.04 14.61 3.79 9.90 -3.54 6.87 1.44
MSCI Europe PR LCL PR 04-22-19 0.75 14.47 4.32 9.71 1.36 5.36 3.05
MSCI Hong Kong PR USD PR 04-22-19 -0.31 16.44 2.49 11.12 4.88 10.36 5.80
MSCI Japan NR USD TR 04-23-19 -0.01 7.96 -0.34 3.89 -6.79 6.50 6.24
MSCI Japan PR LCL PR 04-23-19 -0.05 9.05 0.66 5.01 -5.81 4.62 6.17
MSCI North America NR USD TR 04-22-19 0.09 16.91 3.92 10.87 10.07 12.92 10.04
MSCI Pacific Ex Japan NR USD TR 04-22-19 -0.31 14.31 2.22 9.00 4.30 9.75 3.53
MSCI Pacific Ex Japan PR LCL PR 04-22-19 0.10 12.10 1.92 7.89 4.65 7.20 3.05
MSCI Pacific NR USD TR 04-22-19 -0.25 9.88 0.35 4.90 -3.81 7.53 5.31
MSCI Pacific PR LCL PR 04-22-19 -0.15 9.88 0.92 5.41 -2.59 5.45 4.98
MSCI World ex USA NR USD TR 04-22-19 -0.01 13.42 2.65 8.12 -2.90 7.01 2.57
MSCI World Ex USA PR LCL PR 04-22-19 0.43 13.04 3.09 8.15 0.53 5.41 3.57
Nikkei 225 Average PR JPY PR 04-22-19 0.22 11.01 2.73 7.73 0.25 8.13 9.08
S&P BSE SENSEX India INR PR 04-23-19 -1.81 6.92 1.05 6.80 11.94 14.28 11.01
S&P/ASX All Ordinaries PR PR 04-23-19 0.61 12.29 2.07 8.50 7.28 6.55 3.10
S&P/TSX Composite PR PR 04-22-19 0.37 15.74 3.03 8.82 7.06 6.11 2.63
SIX SMI PR CHF PR 04-23-19 0.58 14.30 3.39 7.57 9.41 5.91 2.68
SIX SMI TR CHF PR 04-23-19 0.82 17.10 4.72 10.19 13.04 9.54 6.08
SSE Composite PR CNY PR 04-23-19 -1.69 28.26 3.04 23.93 4.26 2.63 9.12
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 04-22-19 -0.28 14.74 3.13 9.04 4.80 11.38 7.40
Con Tgt Risk TR USD TR 04-22-19 -0.13 4.82 0.46 3.47 4.72 3.96 3.06
Mod Agg Tgt Risk TR USD TR 04-22-19 -0.25 12.70 2.56 7.96 5.01 9.98 6.60
Mod Con Tgt Risk TR USD TR 04-22-19 -0.16 7.49 1.22 5.05 5.25 6.11 4.49
Mod Tgt Risk TR USD TR 04-22-19 -0.20 10.06 1.89 6.50 5.23 8.02 5.56
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 04-22-19 -0.20 8.28 1.45 5.37 4.90 6.39 4.64
Lifetime Agg 2005 TR USD TR 04-22-19 -0.21 8.56 1.49 5.55 4.98 6.70 4.88
Lifetime Agg 2010 TR USD TR 04-22-19 -0.25 9.24 1.58 5.96 5.10 7.19 5.21
Lifetime Agg 2015 TR USD TR 04-22-19 -0.28 10.06 1.75 6.43 5.19 7.80 5.60
Lifetime Agg 2020 TR USD TR 04-22-19 -0.30 11.06 1.99 6.99 5.22 8.57 6.05
Lifetime Agg 2025 TR USD TR 04-22-19 -0.32 12.26 2.32 7.64 5.17 9.47 6.54
Lifetime Agg 2030 TR USD TR 04-22-19 -0.34 13.47 2.67 8.26 4.99 10.30 6.93
Lifetime Agg 2035 TR USD TR 04-22-19 -0.35 14.35 2.93 8.70 4.73 10.81 7.12
Lifetime Agg 2040 TR USD TR 04-22-19 -0.35 14.75 3.05 8.88 4.48 10.99 7.12
Lifetime Agg 2045 TR USD TR 04-22-19 -0.36 14.81 3.06 8.89 4.28 10.97 7.04
Lifetime Agg 2050 TR USD TR 04-22-19 -0.36 14.78 3.04 8.86 4.10 10.92 6.93
Lifetime Agg 2055 TR USD TR 04-22-19 -0.37 14.74 3.02 8.81 3.92 10.87 6.82
Lifetime Agg Incm TR USD TR 04-22-19 -0.20 8.28 1.45 5.37 4.90 6.40 4.63
Lifetime Con 2000 TR USD TR 04-22-19 -0.12 4.98 0.58 3.43 4.04 3.99 2.98
Lifetime Con 2005 TR USD TR 04-22-19 -0.14 5.13 0.56 3.55 4.14 4.12 3.15
Lifetime Con 2010 TR USD TR 04-22-19 -0.19 5.59 0.56 3.87 4.37 4.43 3.42
Lifetime Con 2015 TR USD TR 04-22-19 -0.23 6.21 0.63 4.27 4.61 4.87 3.76
Lifetime Con 2020 TR USD TR 04-22-19 -0.26 6.92 0.76 4.71 4.82 5.39 4.13
Lifetime Con 2025 TR USD TR 04-22-19 -0.29 7.71 0.94 5.17 4.99 6.01 4.54
Lifetime Con 2030 TR USD TR 04-22-19 -0.31 8.69 1.20 5.72 5.11 6.83 5.04
Lifetime Con 2035 TR USD TR 04-22-19 -0.32 9.96 1.59 6.40 5.14 7.87 5.60
Lifetime Con 2040 TR USD TR 04-22-19 -0.33 11.35 2.02 7.13 5.03 8.91 6.11
Lifetime Con 2045 TR USD TR 04-22-19 -0.34 12.49 2.36 7.72 4.82 9.62 6.42
Lifetime Con 2050 TR USD TR 04-22-19 -0.35 13.07 2.53 8.01 4.60 9.94 6.50
Lifetime Con 2055 TR USD TR 04-22-19 -0.36 13.32 2.60 8.12 4.42 10.04 6.48
Lifetime Con Incm TR USD TR 04-22-19 -0.12 4.98 0.58 3.43 4.04 3.99 2.97
Lifetime Mod 2000 TR USD TR 04-22-19 -0.17 6.70 1.03 4.45 4.55 5.17 3.80
Lifetime Mod 2005 TR USD TR 04-22-19 -0.19 6.91 1.04 4.59 4.64 5.38 4.00
Lifetime Mod 2010 TR USD TR 04-22-19 -0.23 7.45 1.08 4.94 4.81 5.76 4.29
Lifetime Mod 2015 TR USD TR 04-22-19 -0.26 8.14 1.19 5.36 4.97 6.26 4.64
Lifetime Mod 2020 TR USD TR 04-22-19 -0.29 8.96 1.36 5.84 5.09 6.89 5.05
Lifetime Mod 2025 TR USD TR 04-22-19 -0.32 10.00 1.63 6.42 5.17 7.74 5.55
Lifetime Mod 2030 TR USD TR 04-22-19 -0.34 11.32 2.01 7.12 5.15 8.76 6.10
Lifetime Mod 2035 TR USD TR 04-22-19 -0.35 12.66 2.41 7.82 4.98 9.71 6.55
Lifetime Mod 2040 TR USD TR 04-22-19 -0.36 13.66 2.71 8.32 4.73 10.31 6.80
Lifetime Mod 2045 TR USD TR 04-22-19 -0.36 14.15 2.85 8.55 4.50 10.55 6.84
Lifetime Mod 2050 TR USD TR 04-22-19 -0.37 14.27 2.88 8.59 4.31 10.57 6.77
Lifetime Mod 2055 TR USD TR 04-22-19 -0.37 14.28 2.88 8.58 4.13 10.56 6.69
Lifetime Mod Incm TR USD TR 04-22-19 -0.17 6.70 1.03 4.45 4.55 5.17 3.80
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 04-22-19 1.63 2.60 1.01 1.50 -5.46 -1.74 -3.13
Lng/Shrt Cmdty TR TR 04-22-19 1.21 2.81 1.14 2.47 -2.90 -1.58 -2.21
Lng-Only Cmdty TR TR 04-22-19 -0.85 12.28 1.10 4.79 -3.70 3.05 -9.92
Shrt/Flt Cmdty TR TR 04-22-19 1.86 -7.85 0.24 -1.86 -0.26 -1.01 0.17
Shrt-Only Cmdty TR TR 04-22-19 0.18 -9.33 -0.49 -2.63 4.60 -3.57 8.20
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