Morningstar ytd index returns
20 Dec 2019 According to Morningstar Direct data, the strongest funds under equity value fund under Morningstar's coverage delivered above-index returns. Source: Morningstar Direct, YTD (1 Jan 2019 to 30 Nov 2019), 5 Yr (1 Dec Get Morningstar's independent and trusted analysis, research, including real-time stock quotes, prices, performance data, analysis, news, tips, and chart info, 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. 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.
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S&P 500 Index SPX. Charts. Total Returns %, Data through 03-16-20. YTD. S&P 500 Index, 31.49, -25.82. Trailing Total Return, 1 Month, 3 Month, 1 Year, 3Yr 9 Feb 2020 Other sources of year-to-data include Morningstar, Vanguard, and The Wall Street Journal. Bond indexes are usually created by large fixed- 24 Apr 2012 Index fueled by Morningstar's forward-looking, rigorous equity research process driven by over 100 analysts Performance History: Average Annual Total Returns* (%) 1 MO, 3 MO, YTD, 1 YR, 3 YR, 5 YR, 10 YR, LIFE YTD as of 03/16/2020. AS OF 02/29/2020, MORNINGSTAR RATINGS* (AS OF 02 /29/2020). 1 Month, 3 Month, YTD, Investment Category, Overall Ratings Index, YTD Return%, 1 Year Return %, 3 Year Anlsd %, 5 Year Anlsd %, Date. MSCI World/Information Tech NR USD, -11.68, 9.76, 13.50, 16.97, 18/03/2020. Morningstar Category, YTD Return%, 3 Month Return %, 1 Year Return %, 3 Year Anlsd %, 5 Year Anlsd %, 3Yr Std Dev, Date
My YTD returns on 1) Very tech heavy portfolio is 36% 2) Somewhat growth/Blend portfolios is 20 - 24% 3) the value/defensive portfolio is 14% These are a basically different 401k/IRA accounts with different investments. Never got around to consolidating them. They are all 80% stock and 20% bonds. Re
Quarter-End Insights 2018 Fund Category and Index Performance Data Our take on the fourth quarter. Plus the best, and worst, performing fund categories and indexes from the last year. My YTD returns on 1) Very tech heavy portfolio is 36% 2) Somewhat growth/Blend portfolios is 20 - 24% 3) the value/defensive portfolio is 14% These are a basically different 401k/IRA accounts with different investments. Never got around to consolidating them. They are all 80% stock and 20% bonds. Re In addition, the markets section of Morningstar's website has a table with YTD performance data for each benchmark index. The Vanguard Group has a benchmark returns page in its website's Investing Trailing Returns Financials Valuation Operating Performance Dividends Ownership Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Healthcare Sector: Total Returns ( % ) Data through 10/8/2019 . Returns are market-cap weighted. Click on a column heading to sort the data by that column. Fidelity 500 Index Fund (FXAIX) Nasdaq - Nasdaq Delayed Price. Morningstar Return Rating ★★★★★ Year-to-Date Return 8.85%. 5-Year Average Return 11.46%. Number of Years Up 7.
Index, YTD Return%, 1 Year Return %, 3 Year Anlsd %, 5 Year Anlsd %, Date. MSCI World/Information Tech NR USD, -11.68, 9.76, 13.50, 16.97, 18/03/2020.
S&P 500 Index SPX. Charts. Total Returns %, Data through 03-16-20. YTD. S&P 500 Index, 31.49, -25.82. Trailing Total Return, 1 Month, 3 Month, 1 Year, 3Yr 9 Feb 2020 Other sources of year-to-data include Morningstar, Vanguard, and The Wall Street Journal. Bond indexes are usually created by large fixed- 24 Apr 2012 Index fueled by Morningstar's forward-looking, rigorous equity research process driven by over 100 analysts Performance History: Average Annual Total Returns* (%) 1 MO, 3 MO, YTD, 1 YR, 3 YR, 5 YR, 10 YR, LIFE YTD as of 03/16/2020. AS OF 02/29/2020, MORNINGSTAR RATINGS* (AS OF 02 /29/2020). 1 Month, 3 Month, YTD, Investment Category, Overall Ratings Index, YTD Return%, 1 Year Return %, 3 Year Anlsd %, 5 Year Anlsd %, Date. MSCI World/Information Tech NR USD, -11.68, 9.76, 13.50, 16.97, 18/03/2020. Morningstar Category, YTD Return%, 3 Month Return %, 1 Year Return %, 3 Year Anlsd %, 5 Year Anlsd %, 3Yr Std Dev, Date YTD Fund as of Feb 24, 2020. | Category: US Equity as of Feb 24, 2020. | Index: Morningstar US Market GR CAD as of Feb 24, 2020. Trailing Returns
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.
Legal Name. Inception Date. 1-Day. MTD. QTD. YTD. 1-Year. 3-Year. 5-Year. Index Constituents. As of Date. Morningstar Australia Moat Focus GR AUD, 01/14 / 2020 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. 2 Jan 2019 Our take on the fourth quarter. Plus the best, and worst, performing fund categories and indexes from the last year. S&P 500 Index SPX. Charts. Total Returns %, Data through 03-16-20. YTD. S&P 500 Index, 31.49, -25.82. Trailing Total Return, 1 Month, 3 Month, 1 Year, 3Yr 9 Feb 2020 Other sources of year-to-data include Morningstar, Vanguard, and The Wall Street Journal. Bond indexes are usually created by large fixed- 24 Apr 2012 Index fueled by Morningstar's forward-looking, rigorous equity research process driven by over 100 analysts Performance History: Average Annual Total Returns* (%) 1 MO, 3 MO, YTD, 1 YR, 3 YR, 5 YR, 10 YR, LIFE
Fund Category Performance: Total Returns. Print Returns are simple averages. Name, 1 Month(%), YTD(%), 3 Month(%), 1 Year(%), 3 Year(%), 5 Year(%) Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Legal Name. Inception Date. 1-Day. MTD. QTD. YTD. 1-Year. 3-Year. 5-Year. Index Constituents. As of Date. Morningstar Australia Moat Focus GR AUD, 01/14 /