Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 49,499.27 | -$152.87 | -0.31% | +2.99% | +6.81% | +22.09% | +13.34% | +7.95% | +10.82% |
| NASDAQ Comp. ex div Price | 25,114.44 | +$222.13 | +0.89% | +8.06% | +16.32% | +42.68% | +26.74% | +12.26% | +17.95% |
| S&P 500 (P) | 7,230.12 | +$21.11 | +0.29% | +5.62% | +10.75% | +29.45% | +20.02% | +11.51% | +13.32% |
| Russell 3000 | 24,109.75 | +$66.30 | +0.28% | +6.13% | +10.51% | +31.01% | +21.30% | +11.91% | +14.75% |
| MSCI EAFE (G) | 15,704.36 | +$53.08 | +0.34% | +6.72% | +7.92% | +25.22% | +15.88% | +9.38% | +9.39% |
| DJ US Total Stk Mkt | 364.81 | +$1.12 | +0.31% | +6.35% | +10.77% | +31.37% | +21.40% | +11.86% | +14.71% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 7,230.12 | +$21.11 | +0.29% | +5.62% | +10.75% | +29.45% | +20.02% | +11.51% | +13.32% |
| S&P MidCap 400 | 6,134.45 | +$0.34 | +0.01% | +10.57% | +7.87% | +29.49% | +15.25% | +7.60% | +11.29% |
| S&P/TSX Composite Index | 144,938.86 | -$306.20 | -0.21% | +8.73% | +6.51% | +42.18% | +21.39% | +13.20% | +11.67% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,402.61 | +$1.84 | +0.08% | -0.03% | +0.01% | +2.54% | +2.42% | -0.26% | +1.07% |
| BBg Int Govt/Cr Bond | 2,501.04 | +$0.71 | +0.03% | +0.21% | +0.24% | +3.67% | +4.11% | +1.27% | +2.03% |
| BBg MBS | 2,355.16 | +$3.59 | +0.15% | +0.63% | +0.22% | +5.56% | +4.02% | +0.35% | +1.42% |
| BBg Muni | 1,406.15 | +$0.20 | +0.01% | +0.98% | +1.16% | +6.34% | +3.34% | +0.90% | +2.20% |
| BBg US Agg Bond | 2,352.99 | +$2.61 | +0.11% | +0.18% | +0.22% | +4.06% | +3.46% | +0.18% | +1.67% |
| BBg US TIPS | 378.61 | +$0.76 | +0.20% | +1.62% | +1.36% | +4.07% | +3.54% | +1.43% | +2.75% |
| BBg US Universal | 642.39 | +$0.73 | +0.11% | +0.27% | +0.42% | +4.59% | +4.07% | +0.54% | +2.07% |
| BBg 1-3 Gov/Cred | 1,520.48 | +$0.15 | +0.01% | +0.53% | +0.25% | +3.42% | +4.31% | +2.07% | +2.03% |
| BBg 6M SWAP | 268.72 | +$0.00 | +0.00% | +1.10% | +0.30% | +3.85% | +4.61% | +3.20% | +2.29% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 21,768.37 | +$3.04 | +0.01% | +3.82% | +5.07% | +18.10% | +12.16% | +6.20% | +8.34% |
| LI Equity Inc Obj Index | 25,981.72 | -$85.25 | -0.33% | +6.56% | +6.37% | +24.25% | +14.89% | +10.05% | +11.18% |
| LI International Index | 3,568.55 | -$12.65 | -0.35% | +6.09% | +6.03% | +25.59% | +15.67% | +8.14% | +9.16% |
| LI Large Cap Core Index | 17,744.16 | +$28.37 | +0.16% | +5.00% | +10.26% | +29.06% | +20.74% | +12.15% | +14.19% |
| LI Large Cap Growth Index | 31,787.95 | +$179.15 | +0.57% | +4.06% | +14.03% | +32.56% | +25.06% | +11.64% | +16.99% |
| LI Large Cap Value Index | 64,647.80 | -$212.27 | -0.33% | +7.63% | +6.43% | +30.02% | +18.50% | +11.58% | +12.46% |
| LI Mid Cap Core Index | 4,408.47 | -$13.17 | -0.30% | +8.05% | +7.04% | +25.00% | +14.29% | +7.32% | +10.59% |
| LI Mid Cap Growth Index | 4,262.48 | -$0.69 | -0.02% | +1.41% | +7.04% | +13.60% | +9.82% | +0.71% | +10.07% |
| LI Mid Cap Value Index | 6,221.03 | -$29.26 | -0.47% | +8.57% | +6.00% | +26.89% | +13.56% | +8.13% | +9.66% |
| LI Multi Cap Core Index | 57,585.89 | +$151.94 | +0.26% | +7.30% | +10.81% | +33.28% | +20.53% | +11.34% | +13.82% |
| LI Multi Cap Growth Index | 24,796.40 | +$99.16 | +0.40% | +2.05% | +10.44% | +27.51% | +22.63% | +8.01% | +14.87% |
| LI Multi Cap Value Index | 22,875.13 | -$66.51 | -0.29% | +7.55% | +6.74% | +27.44% | +15.89% | +9.71% | +10.51% |
| LI Small Cap Core Index | 2,559.27 | +$4.14 | +0.16% | +12.36% | +10.44% | +34.39% | +15.29% | +6.53% | +10.60% |
| LI Small Cap Growth Index | 3,474.86 | +$12.59 | +0.36% | +10.48% | +12.62% | +29.65% | +14.24% | +3.26% | +11.86% |
| LI Small Cap Value Index | 3,890.66 | -$3.64 | -0.09% | +13.32% | +8.54% | +40.22% | +17.05% | +9.01% | +10.47% |
| LI General Muni Index | 1,572.71 | +$0.10 | +0.01% | +1.22% | +1.18% | +5.92% | +3.73% | +0.77% | +2.27% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 596.51 | +$1.59 | +0.27% | +6.93% | +10.47% | +31.00% | +19.84% | +10.68% | +12.25% |
| MSCI AC Wld exUS (Net MA) | 460.68 | +$1.05 | +0.23% | +9.22% | +9.94% | +32.44% | +17.60% | +8.56% | +9.28% |
| MSCI AC Asia ex Jap (G) | 2,762.54 | +$0.11 | +0.00% | +15.00% | +16.31% | +49.00% | +21.42% | +6.01% | +10.36% |
| MSCI Emerging Markets (G) | 4,397.13 | +$3.32 | +0.08% | +14.70% | +14.82% | +47.51% | +21.28% | +6.54% | +9.68% |
| MSCI EM Eur ME Africa TR | 637.75 | +$2.60 | +0.41% | +4.73% | +4.68% | +25.43% | +15.50% | +4.13% | +4.81% |
| MSCI EM Latin America (G) | 12,764.35 | +$56.13 | +0.44% | +18.84% | +3.64% | +52.61% | +19.41% | +13.35% | +8.54% |
| MSCI Europe (Net MA) | 13,863.15 | +$46.96 | +0.34% | +4.61% | +7.55% | +22.67% | +14.68% | +9.65% | +9.28% |
| MSCI EAFE (Net MA) | 11,925.70 | +$40.23 | +0.34% | +6.61% | +7.87% | +24.94% | +15.58% | +9.08% | +9.09% |
| MSCI EAFE Growth (Net MA) | 3,610.03 | +$13.41 | +0.37% | +4.38% | +9.48% | +17.04% | +9.95% | +4.64% | +8.03% |
| MSCI EAFE Sm Cap (Net MA) | 774.96 | +$3.06 | +0.40% | +8.07% | +9.40% | +29.55% | +15.38% | +5.60% | +8.28% |
| MSCI EAFE Val (Net MA) | 451.79 | +$1.38 | +0.31% | +8.69% | +6.46% | +33.05% | +21.36% | +13.45% | +9.88% |
| MSCI Golden Dragon | 645.15 | -$0.03 | -0.00% | +12.62% | +13.42% | +49.15% | +22.09% | +4.33% | +10.78% |
| MSCI US IM Biotechnology | 18,000.26 | -$289.63 | -1.58% | -1.92% | -3.54% | +23.62% | +12.56% | +8.46% | +9.73% |
| MSCI US IM Consumer Discr | 13,586.11 | +$56.27 | +0.42% | +1.23% | +11.45% | +23.03% | +18.47% | +5.71% | +13.61% |
| MSCI US IM Cons Staples | 9,076.07 | -$10.91 | -0.12% | +10.93% | +3.07% | +7.82% | +8.54% | +8.44% | +8.77% |
| MSCI US IM Energy | 8,907.90 | -$109.38 | -1.21% | +33.11% | -3.74% | +54.82% | +16.55% | +24.29% | +9.75% |
| MSCI US IM Financials | 5,451.70 | -$20.79 | -0.38% | -4.01% | +5.68% | +11.43% | +19.54% | +9.64% | +12.81% |
| MSCI US IM Health Care | 9,117.89 | -$37.07 | -0.40% | -5.31% | -0.40% | +8.35% | +5.23% | +4.35% | +9.62% |
| MSCI US IM Industrials | 13,157.93 | -$102.22 | -0.77% | +13.40% | +8.03% | +38.73% | +23.34% | +13.21% | +14.14% |
| MSCI US IM Info Tech | 29,132.77 | +$432.46 | +1.51% | +9.04% | +19.50% | +49.57% | +31.96% | +18.97% | +24.46% |
| MSCI US IM Materials | 9,232.80 | -$21.76 | -0.24% | +12.12% | +2.79% | +27.15% | +11.56% | +7.01% | +10.49% |
| MSCI US Semicon & Equip | 53,450.03 | +$219.52 | +0.41% | +25.78% | +28.46% | +118.16% | +68.37% | +39.81% | +36.69% |
| MSCI US IM Comm Svcs | 9,792.34 | -$2.40 | -0.02% | +9.67% | +18.15% | +54.69% | +35.30% | +13.25% | +13.87% |
| MSCI US IM Utilities | 11,561.63 | -$76.15 | -0.65% | +9.49% | +1.57% | +21.80% | +14.18% | +10.23% | +10.22% |
| MSCI World (N) | 15,056.04 | +$43.95 | +0.29% | +5.99% | +9.91% | +29.16% | +19.70% | +11.29% | +12.65% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,810.56 | -$7.44 | -0.11% | -0.40% | +6.35% | +12.86% | +15.68% | +5.54% | +12.40% |
| Russell Midcap Value | 8,030.02 | -$14.34 | -0.18% | +11.34% | +7.39% | +29.76% | +15.93% | +8.50% | +10.32% |
| Russell Top 200 | 23,166.60 | +$87.06 | +0.38% | +5.09% | +11.26% | +31.69% | +23.11% | +13.83% | +16.19% |
| Russell 1000 Growth | 5,024.03 | +$33.57 | +0.67% | +1.64% | +12.65% | +30.63% | +25.40% | +13.82% | +18.26% |
| Russell 1000 Value | 3,489.12 | -$5.94 | -0.17% | +10.24% | +7.97% | +29.25% | +16.75% | +10.29% | +11.22% |
| Russell 2000 | 15,472.46 | +$71.28 | +0.46% | +13.73% | +12.73% | +44.41% | +18.19% | +5.75% | +10.98% |
| Russell 2000 Growth | 13,691.55 | +$102.98 | +0.76% | +12.32% | +15.56% | +42.64% | +17.97% | +4.00% | +11.19% |
| Russell 2000 Value | 22,801.60 | +$33.29 | +0.15% | +15.26% | +9.82% | +46.34% | +18.34% | +7.33% | +10.39% |
| Russell 3000 Growth | 25,952.26 | +$180.41 | +0.70% | +2.22% | +13.00% | +30.98% | +25.01% | +13.23% | +17.82% |
| Russell 3000 Value | 18,066.72 | -$28.14 | -0.16% | +10.46% | +8.05% | +29.96% | +16.81% | +10.09% | +11.17% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,678.66 | -$2.52 | -0.15% | +13.55% | +8.50% | +19.88% | +11.95% | +5.64% | +5.94% |
| EPRA/NAREIT Dev xNthAm(N) | 4,224.19 | +$9.32 | +0.22% | +2.72% | +7.84% | +15.46% | +7.19% | -0.88% | +1.83% |
| J.P. Morgan EMBI Global | 1,034.56 | +$2.83 | +0.27% | +1.64% | +2.81% | +12.45% | +9.33% | +2.62% | +3.67% |
| ICE BofA US HY Const | 625.22 | +$0.87 | +0.14% | +1.28% | +1.84% | +8.71% | +8.76% | +4.32% | +5.80% |
| TOPIX Total Return Index | 6,641.26 | +$2.71 | +0.04% | +10.55% | +8.26% | +30.18% | +19.10% | +9.12% | +9.15% |
All market indices are unmanaged.
It is not possible to invest in an index.