Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 40,003.59 | +$134.22 | +0.34% | +6.14% | +0.49% | +10.90% | +3.74% | +7.30% | +8.59% |
| NASDAQ Comp. ex div Price | 16,685.97 | -$12.35 | -0.07% | +11.16% | +1.87% | +28.06% | +3.89% | +14.10% | +14.30% |
| S&P 500 (P) | 5,303.27 | +$6.17 | +0.12% | +11.18% | +0.93% | +20.78% | +6.39% | +11.32% | +10.33% |
| Russell 3000 | 17,373.07 | +$21.13 | +0.12% | +10.92% | +0.82% | +22.30% | +6.35% | +12.43% | +11.81% |
| MSCI EAFE (G) | 11,591.09 | +$2.00 | +0.02% | +8.40% | +2.34% | +9.84% | +3.39% | +6.70% | +4.88% |
| DJ US Total Stk Mkt | 262.47 | +$0.30 | +0.12% | +10.95% | +0.82% | +22.42% | +6.21% | +12.32% | +11.73% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 5,303.27 | +$6.17 | +0.12% | +11.18% | +0.93% | +20.78% | +6.39% | +11.32% | +10.33% |
| S&P MidCap 400 | 4,939.17 | +$3.62 | +0.07% | +9.03% | -0.84% | +16.82% | +3.25% | +9.47% | +9.48% |
| S&P/TSX Composite Index | 91,103.71 | +$673.18 | +0.74% | +5.07% | +1.14% | +7.34% | +3.70% | +8.40% | +4.84% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,210.28 | -$4.92 | -0.22% | -1.62% | -0.69% | -2.69% | -3.67% | -0.45% | +0.76% |
| BBg Int Govt/Cr Bond | 2,259.04 | -$2.60 | -0.11% | -0.27% | -0.12% | +0.69% | -1.67% | +0.78% | +1.42% |
| BBg MBS | 2,093.58 | -$6.93 | -0.33% | -1.71% | -0.67% | -2.19% | -4.00% | -0.98% | +0.72% |
| BBg Muni | 1,313.78 | -$1.33 | -0.10% | -0.61% | -0.23% | +2.08% | -1.10% | +1.26% | +2.41% |
| BBg US Agg Bond | 2,131.63 | -$5.26 | -0.25% | -1.40% | -0.63% | -1.47% | -3.54% | -0.16% | +1.20% |
| BBg US TIPS | 341.08 | -$0.46 | -0.14% | -0.23% | -0.15% | -1.35% | -1.55% | +2.07% | +1.90% |
| BBg US Universal | 578.04 | -$1.32 | -0.23% | -0.95% | -0.48% | -0.34% | -3.15% | +0.18% | +1.51% |
| BBg 1-3 Gov/Cred | 1,385.77 | -$0.43 | -0.03% | +0.73% | +0.30% | +2.79% | +0.11% | +1.24% | +1.24% |
| BBg 6M SWAP | 247.30 | +$0.03 | +0.01% | +1.81% | +0.63% | +5.09% | +2.42% | +2.00% | +1.47% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 17,633.69 | +$7.03 | +0.04% | +5.70% | +0.52% | +10.18% | +1.80% | +6.56% | +6.39% |
| LI Equity Inc Obj Index | 20,185.30 | +$43.56 | +0.22% | +8.85% | +0.92% | +12.46% | +6.17% | +9.18% | +8.76% |
| LI International Index | 2,672.88 | +$8.45 | +0.32% | +8.80% | +2.77% | +9.36% | +1.47% | +6.31% | +4.71% |
| LI Large Cap Core Index | 13,118.55 | +$17.22 | +0.13% | +12.86% | +1.21% | +23.64% | +7.62% | +12.27% | +11.30% |
| LI Large Cap Growth Index | 22,685.61 | -$0.16 | -0.00% | +14.35% | +1.07% | +32.45% | +5.50% | +14.23% | +13.96% |
| LI Large Cap Value Index | 48,138.68 | +$140.05 | +0.29% | +11.16% | +0.95% | +18.17% | +7.09% | +10.30% | +9.41% |
| LI Mid Cap Core Index | 3,586.47 | +$5.68 | +0.16% | +7.95% | -1.16% | +15.76% | +3.35% | +9.12% | +8.49% |
| LI Mid Cap Growth Index | 3,861.63 | +$2.17 | +0.06% | +5.56% | -2.56% | +14.71% | -3.54% | +7.03% | +9.33% |
| LI Mid Cap Value Index | 5,098.99 | +$4.28 | +0.08% | +6.96% | -0.60% | +14.10% | +4.82% | +9.06% | +7.55% |
| LI Multi Cap Core Index | 41,779.78 | +$43.53 | +0.10% | +10.25% | +0.53% | +20.94% | +5.73% | +11.73% | +10.65% |
| LI Multi Cap Growth Index | 18,022.52 | +$17.98 | +0.10% | +11.14% | -0.35% | +27.94% | +0.65% | +11.30% | +11.92% |
| LI Multi Cap Value Index | 17,825.28 | +$37.68 | +0.21% | +8.88% | -0.15% | +16.15% | +5.86% | +9.20% | +7.92% |
| LI Small Cap Core Index | 2,013.45 | +$0.75 | +0.04% | +4.71% | -0.99% | +14.36% | +0.80% | +7.43% | +7.82% |
| LI Small Cap Growth Index | 2,754.06 | +$0.11 | +0.00% | +5.46% | -2.13% | +13.20% | -3.77% | +7.10% | +9.30% |
| LI Small Cap Value Index | 3,001.67 | +$4.58 | +0.15% | +4.18% | -0.24% | +16.95% | +3.93% | +8.39% | +6.96% |
| LI General Muni Index | 1,470.63 | -$1.73 | -0.12% | +0.49% | +0.12% | +3.09% | -1.36% | +1.25% | +2.55% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 427.34 | +$0.52 | +0.12% | +10.11% | +1.77% | +17.46% | +4.27% | +9.44% | +8.19% |
| MSCI AC Wld exUS (Net MA) | 324.86 | +$0.36 | +0.11% | +7.99% | +3.11% | +9.51% | +0.51% | +5.21% | +4.10% |
| MSCI AC Asia ex Jap (G) | 1,766.99 | +$3.80 | +0.22% | +10.08% | +7.46% | +7.90% | -6.90% | +2.14% | +4.54% |
| MSCI Emerging Markets (G) | 2,863.40 | +$4.52 | +0.16% | +8.43% | +5.85% | +10.33% | -5.31% | +2.28% | +3.34% |
| MSCI EM Eur ME Africa (G) | 453.44 | +$0.98 | +0.22% | +4.36% | +3.23% | +6.88% | -5.31% | -1.67% | -0.82% |
| MSCI EM Latin America (G) | 8,957.11 | +$33.44 | +0.37% | -3.96% | -0.07% | +15.92% | +8.40% | +3.31% | +1.43% |
| MSCI Europe (Net MA) | 10,446.46 | -$4.25 | -0.04% | +9.38% | +3.87% | +7.77% | +4.24% | +7.07% | +4.26% |
| MSCI EAFE (Net MA) | 8,838.64 | +$1.19 | +0.01% | +8.20% | +2.22% | +9.51% | +3.08% | +6.40% | +4.58% |
| MSCI EAFE Growth (Net MA) | 3,024.96 | -$6.42 | -0.21% | +8.12% | +0.99% | +6.35% | +0.13% | +6.42% | +5.51% |
| MSCI EAFE Sm Cap (Net MA) | 552.97 | -$0.32 | -0.06% | +3.94% | +1.46% | +5.24% | -3.45% | +3.86% | +4.63% |
| MSCI EAFE Val (Net MA) | 297.38 | +$0.76 | +0.26% | +8.31% | +3.57% | +12.82% | +5.86% | +5.97% | +3.41% |
| MSCI Golden Dragon | 397.05 | +$2.23 | +0.56% | +14.86% | +12.82% | +2.40% | -11.41% | -0.07% | +4.77% |
| MSCI US IM Biotechnology | 14,488.10 | +$25.68 | +0.18% | +4.73% | -0.64% | +5.17% | +3.44% | +9.56% | +8.88% |
| MSCI US IM Consumer Discr | 10,266.63 | +$32.11 | +0.31% | +3.14% | -2.16% | +22.53% | -0.92% | +11.23% | +12.50% |
| MSCI US IM Cons Staples | 7,639.03 | -$20.08 | -0.26% | +10.37% | +2.62% | +3.47% | +6.65% | +9.29% | +8.79% |
| MSCI US IM Energy | 6,653.99 | +$88.55 | +1.35% | +14.00% | +0.76% | +14.76% | +29.08% | +12.35% | +3.07% |
| MSCI US IM Financials | 4,243.06 | +$25.58 | +0.61% | +12.19% | +0.59% | +25.60% | +5.23% | +9.44% | +10.54% |
| MSCI US IM Health Care | 8,671.56 | +$6.71 | +0.08% | +6.91% | -1.33% | +5.83% | +3.96% | +10.46% | +10.90% |
| MSCI US IM Industrials | 9,216.95 | +$7.65 | +0.08% | +10.30% | -0.73% | +25.99% | +7.69% | +11.60% | +10.67% |
| MSCI US IM Info Tech | 18,234.13 | -$74.91 | -0.41% | +14.20% | +2.00% | +35.28% | +11.96% | +20.48% | +20.07% |
| MSCI US IM Materials | 7,825.28 | +$57.48 | +0.74% | +7.36% | -0.56% | +12.27% | +4.30% | +11.07% | +8.36% |
| MSCI US Semicon & Equip | 23,811.56 | -$303.54 | -1.26% | +40.11% | +1.83% | +99.19% | +30.63% | +33.87% | +27.57% |
| MSCI US IM Comm Svcs | 5,846.18 | +$28.48 | +0.49% | +19.64% | +4.77% | +38.13% | +1.28% | +10.57% | +9.23% |
| MSCI US IM Utilities | 8,492.70 | +$4.98 | +0.06% | +15.41% | +10.05% | +0.30% | +3.12% | +5.45% | +7.94% |
| MSCI World (N) | 10,905.16 | +$12.74 | +0.12% | +10.32% | +1.32% | +18.39% | +5.63% | +10.46% | +8.87% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 5,538.61 | +$5.05 | +0.09% | +7.46% | -1.86% | +20.70% | +0.70% | +9.52% | +10.85% |
| Russell Midcap Value | 6,170.97 | +$10.32 | +0.17% | +7.44% | -0.73% | +14.09% | +3.26% | +8.06% | +7.94% |
| Russell Top 200 | 16,334.92 | +$20.24 | +0.12% | +12.56% | +1.55% | +24.97% | +8.58% | +14.22% | +13.15% |
| Russell 1000 Growth | 3,543.71 | -$0.31 | -0.01% | +13.34% | +1.73% | +31.80% | +8.48% | +16.46% | +15.48% |
| Russell 1000 Value | 2,601.26 | +$7.74 | +0.30% | +8.95% | -0.04% | +13.42% | +5.17% | +8.60% | +8.43% |
| Russell 2000 | 11,234.11 | -$1.46 | -0.01% | +3.90% | -1.22% | +13.32% | -3.18% | +5.83% | +7.22% |
| Russell 2000 Growth | 9,856.86 | -$15.99 | -0.16% | +5.23% | -2.19% | +12.39% | -5.92% | +5.04% | +7.60% |
| Russell 2000 Value | 16,691.12 | +$22.55 | +0.14% | +2.65% | -0.24% | +14.03% | -0.67% | +5.96% | +6.45% |
| Russell 3000 Growth | 18,322.96 | -$2.92 | -0.02% | +12.94% | +1.54% | +30.75% | +7.59% | +15.75% | +14.96% |
| Russell 3000 Value | 13,464.21 | +$38.83 | +0.29% | +8.57% | -0.05% | +13.45% | +4.80% | +8.43% | +8.30% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,298.55 | +$2.48 | +0.19% | -1.64% | -1.28% | +1.75% | -1.56% | +1.47% | +4.72% |
| EPRA/NAREIT Dev xNthAm(N) | 3,517.24 | -$18.08 | -0.51% | -1.52% | +0.54% | -1.68% | -8.58% | -3.85% | +0.16% |
| J.P. Morgan Glbl EMBI Idx | 863.93 | -$1.99 | -0.23% | +1.81% | +0.41% | +6.79% | -2.38% | +0.50% | +2.48% |
| ICE BofA US HY Const | 535.61 | -$0.32 | -0.06% | +1.87% | +0.35% | +8.89% | +1.50% | +3.52% | +4.18% |
| TOPIX Total Return Index | 4,660.48 | +$13.73 | +0.30% | +6.28% | -3.42% | +18.00% | +2.61% | +6.24% | +6.74% |
All market indices are unmanaged.
It is not possible to invest in an index.