Morningstar year to date index returns: free download. On-line document store on 5y1.org

[DOC File]Section 1 – Licensed Data General Info - Morningstar
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The annual return Y1 element represents the annual returns of the prior year in each delivery. For example, if the current year is 2013, the annual return Y1 element would provide the annual return for 2012 and the annual return Y10 element would provide the annual return for 2003.
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[DOC File]Dear Client: - Morningstar Log In
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The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns.
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[DOC File]Evaluation of Returns for an ORP Provider:
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YTD (Year to date) – percentage return for this year to the date. 3 year – percentage return for the last three years. 5 year – percentage return for the last five years. 10 year/life – percentage return for the last ten years or life of the fund.
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[DOC File]Morningstar's Risk-adjusted Ratings
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Since ex post returns are used for the performance measures, there can be situations in which the average return for a peer group is small or even negative. In such cases, Morningstar sets the return base at the level obtained by Treasury bills. This may well lead to a greater disparity in rankings based on the Morningstar and Sharpe Ratio ...
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[DOC File]Morningstar – Mutual Funds
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a. What has been the 5 year annualized return? How does this compare to the S&P500 index or some other index? b. Glance at the returns over the last several years? How variable are the returns? Does this seem risky compared to the index and/or category? c. What are the top three holdings of the fund? d.
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[DOC File]Oversight Policy for Deferred Compensation
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The condition of a mutual fund having a Morningstar 5-year percentile ranking within category greater than 50th percentile at quarter end . and. a Morningstar 5-year rating of less than 3 stars . or. a Morningstar 5-year percentile ranking within category greater than 75th percentile at …
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Morningstar year to date index returns