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 01-18-19 2.90 7.07 5.48 -2.91 -2.70 14.85 9.61
Style
US Core TR 01-18-19 2.64 6.22 4.34 -5.22 -6.98 13.39 8.96
US Growth TR 01-18-19 3.30 8.53 7.15 -1.82 3.26 17.16 11.69
US Large Cap TR 01-18-19 2.85 6.32 4.87 -3.21 -2.19 14.95 10.22
US Large Core TR 01-18-19 2.60 5.20 3.47 -6.56 -7.40 13.49 9.42
US Large Growth TR 01-18-19 3.09 7.50 6.07 -1.34 3.82 17.34 12.78
US Large Val TR 01-18-19 2.62 5.90 4.94 -1.56 -4.17 13.52 8.09
US Mid Cap TR 01-18-19 3.03 8.64 6.77 -1.58 -3.77 14.56 8.47
US Mid Core TR 01-18-19 2.74 8.34 6.11 -1.25 -6.49 12.56 7.99
US Mid Growth TR 01-18-19 3.64 9.33 8.79 -1.51 1.27 16.46 8.93
US Mid Val TR 01-18-19 2.69 8.25 5.43 -1.91 -6.07 14.58 8.43
US Small Cap TR 01-18-19 2.94 10.61 8.29 -3.64 -5.07 14.66 6.48
US Small Core TR 01-18-19 2.77 10.12 7.81 -2.49 -7.12 13.59 6.54
US Small Growth TR 01-18-19 2.96 10.69 9.05 -4.23 1.43 17.42 7.60
US Small Val TR 01-18-19 3.13 11.16 8.36 -3.84 -9.05 12.93 5.24
US Value TR 01-18-19 2.68 6.65 5.24 -1.77 -4.82 13.72 8.00
Sector
US Cyclcl Sup Sec TR 01-18-19 3.47 8.43 7.44 -0.51 -3.06 15.73 9.75
US Basic Materials TR 01-18-19 2.43 6.59 6.91 -1.70 -15.84 13.74 4.38
US Consumr Cyclcl TR 01-18-19 1.82 8.75 7.09 -0.44 2.99 16.50 11.25
US Financial Services TR 01-18-19 5.30 8.96 9.04 -0.96 -6.80 17.60 10.10
US Real Estate TR 01-18-19 2.13 6.38 2.65 3.05 7.22 7.61 8.39
US Dfnsve Sup Sec TR 01-18-19 1.94 4.07 3.22 -1.69 2.04 10.64 10.20
US Consumr Dfnsve TR 01-18-19 1.52 3.65 1.28 -1.40 -6.07 6.47 7.72
US Healthcare TR 01-18-19 2.55 5.07 5.32 -2.22 4.58 12.68 11.40
US Utilities TR 01-18-19 0.10 0.66 -1.65 -0.11 10.59 11.52 10.96
US Snstve Sup Sec TR 01-18-19 2.99 7.79 5.24 -5.58 -5.09 16.96 9.19
US Commun Svc Capped TR 01-18-19 0.06 7.57 3.86 0.24 1.39 10.56 7.20
US Energy Capped TR 01-18-19 3.05 12.24 8.93 -12.28 -14.42 8.17 -3.79
US Industrials TR 01-18-19 3.53 8.94 6.94 -3.76 -8.27 15.21 8.30
US Technology TR 01-18-19 3.21 6.55 3.99 -5.57 -1.26 22.06 15.12
Moat
Morningstar Wide Moat Focus TR 01-18-19 3.25 7.69 6.11 -0.56 1.67 20.10 11.17
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 01-18-19 3.01 6.02 4.46 -2.05 -2.84 18.48 11.13
NASDAQ Composite PR PR 01-18-19 2.66 7.87 5.50 -4.38 -1.90 16.83 11.26
NYSE Composite PR --- 01-18-19 2.56 6.83 5.65 -2.36 -8.74 9.33 3.27
Russell 2000 TR TR 01-18-19 2.44 9.97 7.79 -4.64 -4.72 15.32 6.32
S&P 500 TR TR 01-18-19 2.90 6.63 5.05 -3.03 -2.65 14.74 10.00
S&P MidCap 400 TR 01-18-19 3.06 9.32 7.35 -3.14 -5.69 14.52 7.84
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 01-18-19 -0.20 -0.02 0.52 2.42 0.81 1.72 2.44
US Inter Core Bd TR Bond TR 01-18-19 -0.22 -0.04 0.62 2.68 1.62 1.56 2.45
US Lng Core Bd TR Bond TR 01-18-19 -0.33 0.04 0.47 3.23 -1.61 2.73 4.12
US Shrt Core Bd TR Bond TR 01-18-19 -0.05 -0.01 0.41 1.33 1.72 1.18 1.15
Corporate
US Corp Bd TR Bond TR 01-18-19 0.18 0.70 0.76 1.54 -0.86 3.30 3.14
US Inter Corp Bd TR Bond TR 01-18-19 0.18 0.63 1.01 1.72 0.82 2.82 2.80
US Lng Corp Bd TR Bond TR 01-18-19 0.22 1.05 0.73 1.72 -3.36 4.47 4.24
US Shrt Corp Bd TR Bond TR 01-18-19 0.11 0.26 0.61 1.18 1.78 2.02 1.76
Government
US Gov Bd TR Bond TR 01-18-19 -0.43 -0.46 0.33 2.73 1.40 0.76 1.79
US Inter Gov Bd TR Bond TR 01-18-19 -0.44 -0.42 0.48 2.76 1.95 0.73 1.71
US Lng Gov Bd TR Bond TR 01-18-19 -0.92 -1.01 0.22 4.96 0.41 0.80 4.09
US Shrt Gov Bd TR Bond TR 01-18-19 -0.12 -0.14 0.31 1.40 1.70 0.78 0.86
Other
Mortgage TR Bond TR 01-18-19 -0.21 -0.04 0.59 2.88 1.67 1.60 2.63
US TIPS TR TR 01-18-19 -0.53 0.18 0.34 0.88 -0.48 2.06 1.51
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 01-18-19 -0.19 -0.01 0.48 2.34 0.79 1.72 2.34
BBgBarc US Government TR TR 01-18-19 -0.40 -0.42 0.32 2.66 1.38 0.78 1.77
BBgBarc US MBS TR TR 01-18-19 -0.20 -0.04 0.56 2.78 1.66 1.43 2.33
ICE BofAML US High Yield TR TR 01-18-19 0.70 3.92 2.33 -0.02 0.89 9.65 4.40
USTREAS T-Bill Auction Ave 3 --- 12-31-18 --- 2.02 0.21 0.60 2.02 1.11 0.68
USTREAS T-Bill Cnst Mat Rate 10 TR 12-31-18 --- 0.26 3.02 3.91 0.26 1.04 2.89
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 01-18-19 0.05 0.38 0.89 2.80 2.01 2.11 3.59
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 01-18-19 0.36 1.92 6.14 -1.73 -15.02 2.71 -5.84
Euronext BEL 20 PR EUR PR 01-18-19 2.10 7.39 5.03 -1.54 -15.90 1.41 3.25
Euronext Paris CAC 40 NR EUR TR 01-17-19 -0.22 1.36 0.01 -6.58 -10.70 6.95 4.47
Euronext Paris CAC 40 PR EUR PR 01-17-19 -0.23 1.35 -0.11 -6.81 -12.73 4.43 2.07
FSE DAX PR EUR PR 01-18-19 2.92 6.12 4.33 -3.33 -18.02 2.60 0.03
FSE DAX TR EUR TR 01-18-19 2.92 6.12 4.33 -3.31 -15.63 5.58 2.84
FTSE 100 PR GBP PR 01-18-19 0.72 3.57 3.98 -0.83 -9.51 6.43 0.40
FTSE 100 TR GBP TR 01-18-19 0.77 3.63 4.14 -0.16 -5.63 10.83 4.36
FTSE 250 PR GBP PR 01-18-19 1.20 7.21 7.26 -1.04 -9.20 5.55 3.00
Hang Seng Hong Kong Composite PR HKD TR 01-18-19 1.76 4.33 3.98 5.79 -18.87 11.05 2.25
Hang Seng HSI PR HKD PR 01-18-19 1.59 4.82 4.95 6.43 -15.66 12.09 3.21
MSCI AC Far East Ex Japan PR USD PR 01-18-19 1.80 4.97 4.93 4.30 -17.70 11.88 2.58
MSCI ACWI PR USD PR 01-18-19 2.16 6.11 4.95 -2.22 -9.91 10.06 3.53
MSCI EAFE NR USD TR 01-18-19 1.08 5.02 4.34 -2.19 -13.32 8.22 1.47
MSCI EAFE PR LCL PR 01-18-19 1.73 4.87 3.12 -2.63 -11.42 4.77 1.80
MSCI EASEA (EAFE ex JAPAN) PR LCL PR 01-18-19 1.75 5.02 4.26 -0.75 -9.71 5.12 1.46
MSCI EM Latin America PR USD PR 01-18-19 1.82 11.80 13.72 6.36 -6.45 21.26 -1.23
MSCI EM PR LCL PR 01-18-19 1.85 4.72 4.63 3.80 -12.54 11.46 3.96
MSCI EM PR USD PR 01-18-19 1.69 5.42 5.71 4.85 -17.07 13.11 0.92
MSCI Europe NR USD TR 01-18-19 1.24 5.03 4.78 -2.01 -14.39 7.48 0.25
MSCI Europe PR LCL PR 01-18-19 1.79 5.12 4.06 -1.36 -10.70 4.73 1.33
MSCI Hong Kong PR USD PR 01-18-19 1.45 5.07 4.97 8.64 -8.94 11.12 3.78
MSCI Japan NR USD TR 01-18-19 0.51 4.51 2.55 -5.56 -13.69 7.97 3.97
MSCI Japan PR LCL PR 01-18-19 1.68 4.46 -0.29 -8.12 -16.32 3.59 3.15
MSCI North America NR USD TR 01-18-19 2.87 6.94 5.31 -3.00 -3.52 14.06 8.67
MSCI Pacific Ex Japan NR USD TR 01-18-19 1.38 5.83 5.73 4.10 -7.22 13.73 3.63
MSCI Pacific Ex Japan PR LCL PR 01-18-19 1.57 4.43 5.33 2.53 -4.97 8.04 2.19
MSCI Pacific NR USD TR 01-18-19 0.80 4.95 3.61 -2.48 -11.58 9.85 3.86
MSCI Pacific PR LCL PR 01-18-19 1.64 4.44 1.55 -4.72 -12.73 5.07 2.71
MSCI World ex USA NR USD TR 01-18-19 1.24 5.50 4.69 -2.09 -13.00 8.71 1.40
MSCI World Ex USA PR LCL PR 01-18-19 1.83 5.08 3.40 -2.40 -10.97 5.08 1.82
Nikkei 225 Average PR JPY PR 01-18-19 1.50 3.25 -2.13 -8.79 -13.03 6.82 5.60
S&P BSE SENSEX India INR PR 01-18-19 1.05 0.88 0.11 4.62 3.19 14.58 11.55
S&P/ASX All Ordinaries PR PR 01-18-19 1.82 4.06 4.93 -1.80 -3.09 6.55 2.25
S&P/TSX Composite PR PR 01-18-19 2.44 6.85 6.15 -0.65 -6.02 8.62 1.96
SIX SMI PR CHF PR 01-18-19 2.22 7.05 5.81 2.79 -4.53 3.67 1.25
SIX SMI TR CHF PR 01-18-19 2.22 7.05 5.81 2.79 -1.23 7.27 4.61
SSE Composite PR CNY PR 01-18-19 1.65 4.09 0.75 4.41 -25.29 -3.78 5.30
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 01-18-19 2.12 6.30 5.32 -1.22 -6.13 13.25 6.37
Con Tgt Risk TR USD TR 01-18-19 0.34 1.39 1.67 1.71 -0.32 4.32 2.72
Mod Agg Tgt Risk TR USD TR 01-17-19 0.88 4.26 3.44 -2.20 -5.99 11.04 5.50
Mod Con Tgt Risk TR USD TR 01-18-19 0.84 2.68 2.66 1.06 -1.65 6.79 3.95
Mod Tgt Risk TR USD TR 01-17-19 0.69 3.21 2.84 -0.95 -4.05 8.80 4.72
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 01-17-19 0.56 2.69 2.32 -1.07 -2.31 7.02 3.98
Lifetime Agg 2005 TR USD TR 01-17-19 0.58 2.78 2.39 -1.11 -2.58 7.44 4.21
Lifetime Agg 2010 TR USD TR 01-17-19 0.62 3.01 2.55 -1.23 -3.13 8.00 4.49
Lifetime Agg 2015 TR USD TR 01-17-19 0.68 3.30 2.75 -1.48 -3.75 8.71 4.81
Lifetime Agg 2020 TR USD TR 01-17-19 0.75 3.69 2.98 -1.86 -4.49 9.63 5.17
Lifetime Agg 2025 TR USD TR 01-17-19 0.84 4.17 3.26 -2.42 -5.35 10.69 5.54
Lifetime Agg 2030 TR USD TR 01-18-19 1.90 5.75 4.82 -1.07 -5.09 12.13 6.03
Lifetime Agg 2035 TR USD TR 01-18-19 2.06 6.23 5.17 -1.39 -5.73 12.74 6.15
Lifetime Agg 2040 TR USD TR 01-18-19 2.14 6.46 5.34 -1.52 -6.12 12.96 6.13
Lifetime Agg 2045 TR USD TR 01-18-19 2.14 6.52 5.39 -1.51 -6.31 12.97 6.05
Lifetime Agg 2050 TR USD TR 01-18-19 2.13 6.52 5.40 -1.45 -6.45 12.96 5.95
Lifetime Agg 2055 TR USD TR 01-18-19 2.11 6.51 5.41 -1.38 -6.57 12.95 5.85
Lifetime Agg Incm TR USD TR 01-17-19 0.56 2.69 2.32 -1.07 -2.31 7.00 3.96
Lifetime Con 2000 TR USD TR 01-18-19 0.40 1.68 1.70 0.81 -0.15 4.52 2.69
Lifetime Con 2005 TR USD TR 01-18-19 0.40 1.71 1.73 0.87 -0.33 4.72 2.87
Lifetime Con 2010 TR USD TR 01-18-19 0.42 1.83 1.84 1.00 -0.68 5.08 3.12
Lifetime Con 2015 TR USD TR 01-18-19 0.49 2.06 2.03 1.05 -1.08 5.59 3.41
Lifetime Con 2020 TR USD TR 01-18-19 0.60 2.35 2.28 1.04 -1.51 6.21 3.74
Lifetime Con 2025 TR USD TR 01-18-19 0.73 2.72 2.57 0.96 -1.97 6.97 4.10
Lifetime Con 2030 TR USD TR 01-17-19 0.54 2.67 2.47 -0.30 -3.26 7.72 4.42
Lifetime Con 2035 TR USD TR 01-17-19 0.64 3.19 2.78 -0.90 -4.10 8.94 4.86
Lifetime Con 2040 TR USD TR 01-17-19 0.75 3.78 3.12 -1.62 -5.06 10.11 5.23
Lifetime Con 2045 TR USD TR 01-17-19 0.84 4.27 3.39 -2.22 -5.90 10.88 5.42
Lifetime Con 2050 TR USD TR 01-18-19 1.79 5.55 4.76 -0.63 -5.30 11.73 5.66
Lifetime Con 2055 TR USD TR 01-18-19 1.83 5.69 4.86 -0.69 -5.58 11.87 5.63
Lifetime Con Incm TR USD TR 01-18-19 0.40 1.68 1.70 0.81 -0.15 4.51 2.67
Lifetime Mod 2000 TR USD TR 01-18-19 0.73 2.51 2.34 0.43 -0.88 5.88 3.38
Lifetime Mod 2005 TR USD TR 01-18-19 0.75 2.57 2.39 0.46 -1.08 6.18 3.58
Lifetime Mod 2010 TR USD TR 01-18-19 0.80 2.76 2.55 0.51 -1.48 6.64 3.84
Lifetime Mod 2015 TR USD TR 01-18-19 0.89 3.04 2.78 0.49 -1.94 7.24 4.14
Lifetime Mod 2020 TR USD TR 01-17-19 0.58 2.83 2.50 -0.76 -3.20 7.73 4.38
Lifetime Mod 2025 TR USD TR 01-17-19 0.66 3.24 2.75 -1.17 -3.93 8.75 4.79
Lifetime Mod 2030 TR USD TR 01-17-19 0.76 3.78 3.07 -1.79 -4.84 9.94 5.21
Lifetime Mod 2035 TR USD TR 01-18-19 1.73 5.32 4.53 -0.68 -4.70 11.47 5.73
Lifetime Mod 2040 TR USD TR 01-18-19 1.92 5.87 4.93 -1.04 -5.39 12.19 5.89
Lifetime Mod 2045 TR USD TR 01-18-19 2.01 6.15 5.14 -1.21 -5.82 12.47 5.90
Lifetime Mod 2050 TR USD TR 01-18-19 2.03 6.23 5.20 -1.21 -6.03 12.53 5.83
Lifetime Mod 2055 TR USD TR 01-18-19 2.02 6.25 5.23 -1.18 -6.18 12.55 5.75
Lifetime Mod Incm TR USD TR 01-18-19 0.73 2.51 2.34 0.43 -0.88 5.87 3.36
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 01-18-19 0.79 1.10 -0.76 -8.58 -4.86 -2.15 -2.90
Lng/Shrt Cmdty TR TR 01-18-19 0.53 0.09 -1.29 -8.50 -4.09 -3.81 -2.80
Lng-Only Cmdty TR TR 01-18-19 2.31 8.51 4.78 -7.79 -4.78 7.25 -8.86
Shrt/Flt Cmdty TR TR 01-17-19 0.30 -5.95 -3.01 1.27 2.30 -1.80 0.00
Shrt-Only Cmdty TR TR 01-18-19 -2.39 -8.02 -4.88 5.47 4.30 -9.26 6.37
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