For more information about Morningstar® Indexes or to discuss licensing opportunities, please email us [email protected] or call us. U.S. & Canada: +1 312 384-3735. Europe, Middle East, Africa: +44 20 3194 1082 All data updated as of prior day's close unless otherwise noted. Returns are simple averages. Click on a column heading to sort data by that column. Interactive charts and total returns on the S&P 500 Index (SPX). On the total returns page of the Morningstar Quicktakes the performance of the fund relative to its index (+/- Index ) and its category (+/- Category ) is shown. The index figure shows the For more information about Morningstar® Indexes or to discuss licensing opportunities, please email us [email protected] or call us. U.S. & Canada: +1 312 384-3735. Europe, Middle East, Africa: +44 20 3194 1082 The most common type of performance benchmark is a market index a preselected group of securities. Such indexes are usually tracked by the media and the investing community as indicators of the health of national and international stock and bond markets. Of course, there's no consensus on the single best index to use
Morningstar Category, YTD Return%, 3 Month Return %, 1 Year Return %, 3 Year Anlsd %, 5 Year Anlsd %, 3Yr Std Dev, Date
Benchmark Returns as of 02/29/2020 Month End YTD as of 02/29/2020 Average Annual Total Returns as of 02/29/2020; 1 Month 3 Month 1 Year 3 Year 5 Year 10 Year; Balanced Composite Index –4.22% –1.86% –3.48%: 9.14%: 7.87%: 6.93%: 9.38%: BloomBarc 1 Year Municipal Index: 0.20%: 0.70%: 0.56%: 2.48%: 1.66%: 1.27%: 1.12%: BloomBarc 1-15 Year Municipal Index: 0.95%: 2.82%: 2.49%: 7.65%: 4.48%: 3.39%: 3.76% For more information about Morningstar® Indexes or to discuss licensing opportunities, please email us [email protected] or call us. U.S. & Canada: +1 312 384-3735. Europe, Middle East, Africa: +44 20 3194 1082 All data updated as of prior day's close unless otherwise noted. Returns are simple averages. Click on a column heading to sort data by that column. Interactive charts and total returns on the S&P 500 Index (SPX).
All data updated as of prior day's close unless otherwise noted. Returns are simple averages. Click on a column heading to sort data by that column.
INR | NAV as of Mar 17, 2020 | 1-Day Return as of Mar 17, 2020, 4:06 AM PDT. Overview Fund as of Feb 29, 2020 | Category: Index Funds as of Jan 31, 2020. 9 Feb 2020 A benchmark is an index that tracks the performance of a group of Morningstar has its own set of stock indexes for a variety of equity While Morningstar does not provide the source of its Treasury bill returns, they are indices (termed secondary, specialized benchmarks by Morningstar) were Morningstar Category, YTD Return%, 3 Month Return %, 1 Year Return %, 3 Year Anlsd %, 5 Year Anlsd %, 3Yr Std Dev, Date Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). Nasdaq Morningstar Return Rating Trailing Returns (%) Vs. Benchmarks. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs Morningstar Indexes are designed to help guide investors 7 Mar 2019 Morningstar category net average annualized return covering 121 (rolling near -total exposure to the performance of a benchmark index, both
