Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 47,147.48 | -$309.74 | -0.65% | +10.82% | +1.62% | +13.89% | +13.26% | +12.41% | +10.41% |
| NASDAQ Comp. ex div Price | 22,900.59 | +$30.23 | +0.13% | +18.59% | +1.06% | +31.11% | +29.25% | +16.81% | +16.72% |
| S&P 500 (P) | 6,734.11 | -$3.38 | -0.05% | +14.49% | +0.68% | +19.89% | +20.89% | +15.91% | +12.65% |
| Russell 3000 | 22,279.80 | -$10.76 | -0.05% | +14.89% | +0.43% | +20.81% | +21.76% | +16.74% | +14.08% |
| MSCI EAFE (G) | 14,319.74 | -$165.01 | -1.14% | +28.34% | +2.09% | +23.66% | +20.68% | +12.89% | +8.01% |
| DJ US Total Stk Mkt | 336.50 | -$0.14 | -0.04% | +14.83% | +0.41% | +20.90% | +21.83% | +16.69% | +14.02% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 6,734.11 | -$3.38 | -0.05% | +14.49% | +0.68% | +19.89% | +20.89% | +15.91% | +12.65% |
| S&P MidCap 400 | 5,367.07 | -$13.26 | -0.25% | +3.99% | -1.67% | +6.38% | +11.86% | +13.02% | +10.17% |
| S&P/TSX Composite Index | 128,277.96 | +$378.65 | +0.30% | +28.64% | +0.42% | +28.08% | +18.46% | +16.48% | +10.95% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,392.68 | -$3.91 | -0.16% | +5.84% | +0.46% | +5.20% | +4.28% | -0.97% | +1.30% |
| BBg Int Govt/Cr Bond | 2,477.29 | -$1.76 | -0.07% | +6.18% | +0.45% | +6.15% | +5.48% | +0.94% | +2.15% |
| BBg MBS | 2,318.35 | -$3.18 | -0.14% | +7.55% | +0.74% | +7.32% | +5.85% | +0.04% | +1.49% |
| BBg Muni | 1,390.51 | +$0.13 | +0.01% | +4.10% | +1.42% | +4.17% | +5.46% | +1.16% | +2.42% |
| BBg US Agg Bond | 2,332.85 | -$3.62 | -0.16% | +6.57% | +0.41% | +6.16% | +5.60% | -0.24% | +1.90% |
| BBg US TIPS | 372.37 | -$0.54 | -0.15% | +6.96% | +0.08% | +6.06% | +4.58% | +1.63% | +3.02% |
| BBg US Universal | 635.96 | -$0.93 | -0.15% | +6.80% | +0.46% | +6.51% | +6.22% | +0.28% | +2.29% |
| BBg 1-3 Gov/Cred | 1,501.87 | -$0.28 | -0.02% | +4.61% | +0.45% | +5.07% | +4.84% | +1.84% | +1.97% |
| BBg 6M SWAP | 264.37 | +$0.02 | +0.01% | +3.56% | +0.45% | +4.20% | +4.75% | +2.84% | +2.13% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 20,619.83 | -$29.50 | -0.14% | +11.52% | +0.49% | +12.59% | +13.10% | +8.71% | +7.90% |
| LI Equity Inc Obj Index | 23,755.59 | -$60.23 | -0.25% | +12.25% | +0.30% | +10.88% | +12.89% | +13.74% | +10.31% |
| LI International Index | 3,274.68 | -$12.24 | -0.37% | +26.43% | +1.14% | +22.05% | +19.87% | +11.63% | +7.87% |
| LI Large Cap Core Index | 16,566.83 | -$10.79 | -0.07% | +15.41% | +0.56% | +19.71% | +21.89% | +16.75% | +13.58% |
| LI Large Cap Growth Index | 30,119.70 | +$34.30 | +0.11% | +16.13% | 0.00% | +27.06% | +29.61% | +16.28% | +16.25% |
| LI Large Cap Value Index | 57,964.67 | -$139.17 | -0.24% | +14.88% | +0.37% | +14.46% | +16.35% | +16.18% | +11.29% |
| LI Mid Cap Core Index | 3,964.02 | -$12.12 | -0.30% | +5.60% | -1.61% | +6.60% | +11.56% | +12.30% | +9.49% |
| LI Mid Cap Growth Index | 4,132.50 | -$8.14 | -0.20% | +2.02% | -3.03% | +7.91% | +11.41% | +5.59% | +9.79% |
| LI Mid Cap Value Index | 5,551.07 | +$2.85 | +0.05% | +5.59% | -1.88% | +4.75% | +10.36% | +14.32% | +8.50% |
| LI Multi Cap Core Index | 52,413.51 | -$46.61 | -0.09% | +14.77% | +0.75% | +19.16% | +20.17% | +15.65% | +12.91% |
| LI Multi Cap Growth Index | 23,533.69 | +$15.73 | +0.07% | +12.84% | -1.87% | +25.17% | +25.08% | +12.93% | +14.29% |
| LI Multi Cap Value Index | 20,504.78 | -$54.19 | -0.26% | +11.01% | +0.47% | +10.01% | +13.31% | +15.08% | +9.28% |
| LI Small Cap Core Index | 2,197.51 | -$1.97 | -0.09% | +3.37% | -1.94% | +6.32% | +9.75% | +12.54% | +9.07% |
| LI Small Cap Growth Index | 3,044.27 | +$6.34 | +0.21% | +2.60% | -1.97% | +8.33% | +11.62% | +7.46% | +10.39% |
| LI Small Cap Value Index | 3,269.13 | -$7.29 | -0.22% | +4.39% | -2.00% | +6.89% | +9.57% | +15.44% | +8.67% |
| LI General Muni Index | 1,551.09 | -$1.07 | -0.07% | +3.25% | +1.27% | +3.45% | +5.96% | +1.31% | +2.49% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 546.52 | -$2.53 | -0.46% | +19.85% | +1.19% | +22.64% | +21.64% | +14.61% | +11.31% |
| MSCI AC Wld exUS (Net MA) | 410.49 | -$5.00 | -1.20% | +29.08% | +2.25% | +25.17% | +20.51% | +11.37% | +7.85% |
| MSCI AC Asia ex Jap (G) | 2,374.81 | -$45.62 | -1.88% | +31.50% | +3.14% | +29.12% | +23.67% | +7.23% | +8.52% |
| MSCI Emerging Markets (G) | 3,770.48 | -$65.70 | -1.71% | +32.14% | +3.06% | +28.69% | +21.72% | +7.95% | +8.13% |
| MSCI EM Eur ME Africa TR | 591.98 | -$6.55 | -1.09% | +28.59% | +1.11% | +27.56% | +14.51% | +8.93% | +4.31% |
| MSCI EM Latin America (G) | 10,436.97 | +$9.16 | +0.09% | +51.27% | +5.31% | +28.79% | +11.43% | +14.58% | +7.56% |
| MSCI Europe (Net MA) | 12,729.73 | -$159.99 | -1.24% | +30.55% | +2.05% | +23.65% | +20.78% | +13.99% | +7.77% |
| MSCI EAFE (Net MA) | 10,886.82 | -$125.49 | -1.14% | +28.06% | +2.08% | +23.38% | +20.36% | +12.58% | +7.72% |
| MSCI EAFE Growth (Net MA) | 3,418.95 | -$38.39 | -1.11% | +19.57% | +0.71% | +16.88% | +16.99% | +8.00% | +7.41% |
| MSCI EAFE Sm Cap (Net MA) | 690.96 | -$7.00 | -1.00% | +27.32% | -1.03% | +24.78% | +17.92% | +9.26% | +7.38% |
| MSCI EAFE Val (Net MA) | 398.61 | -$4.71 | -1.17% | +36.93% | +3.43% | +30.05% | +23.79% | +17.15% | +7.77% |
| MSCI Golden Dragon | 575.55 | -$12.55 | -2.13% | +35.49% | +0.18% | +35.03% | +29.63% | +5.43% | +8.97% |
| MSCI US IM Biotechnology | 18,055.70 | +$59.76 | +0.33% | +27.55% | +10.11% | +9.11% | +11.63% | +10.58% | +7.54% |
| MSCI US IM Consumer Discr | 13,007.83 | -$80.95 | -0.62% | +2.61% | -2.95% | +22.08% | +20.28% | +11.89% | +13.47% |
| MSCI US IM Cons Staples | 8,111.83 | -$2.87 | -0.04% | +2.15% | -1.28% | +0.66% | +6.81% | +8.66% | +8.00% |
| MSCI US IM Energy | 6,809.56 | +$107.02 | +1.60% | +9.45% | +2.85% | +3.55% | +2.98% | +30.99% | +6.36% |
| MSCI US IM Financials | 5,407.96 | -$48.05 | -0.88% | +9.48% | -2.70% | +14.61% | +17.66% | +19.22% | +12.46% |
| MSCI US IM Health Care | 9,391.91 | -$43.91 | -0.47% | +12.69% | +8.72% | +1.80% | +5.23% | +8.00% | +9.17% |
| MSCI US IM Industrials | 11,325.84 | +$5.37 | +0.05% | +15.79% | -1.37% | +18.01% | +20.76% | +17.62% | +13.11% |
| MSCI US IM Info Tech | 26,935.70 | +$180.52 | +0.67% | +24.33% | +2.00% | +37.98% | +37.97% | +24.27% | +23.59% |
| MSCI US IM Materials | 7,740.00 | -$91.92 | -1.17% | +5.62% | -4.41% | -3.54% | +8.22% | +9.66% | +9.13% |
| MSCI US Semicon & Equip | 42,245.88 | +$407.63 | +0.97% | +43.81% | +4.72% | +58.42% | +76.05% | +43.18% | +34.07% |
| MSCI US IM Comm Svcs | 8,284.22 | -$65.32 | -0.78% | +22.77% | -1.11% | +34.48% | +37.52% | +16.53% | +13.67% |
| MSCI US IM Utilities | 10,894.66 | +$6.21 | +0.06% | +20.18% | +1.55% | +15.60% | +13.43% | +10.90% | +10.90% |
| MSCI World (N) | 13,910.14 | -$42.62 | -0.31% | +18.57% | +0.97% | +22.02% | +21.69% | +15.58% | +11.79% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,823.52 | -$11.82 | -0.17% | +8.43% | -3.91% | +19.59% | +19.67% | +11.17% | +12.65% |
| Russell Midcap Value | 7,014.19 | -$18.46 | -0.26% | +8.00% | -1.36% | +7.86% | +11.71% | +13.23% | +9.20% |
| Russell Top 200 | 21,657.20 | -$3.51 | -0.02% | +17.10% | +1.19% | +24.03% | +24.93% | +18.51% | +15.65% |
| Russell 1000 Growth | 4,912.64 | +$9.92 | +0.20% | +17.83% | +0.50% | +30.52% | +30.69% | +19.24% | +18.28% |
| Russell 1000 Value | 3,065.41 | -$11.08 | -0.36% | +12.26% | +0.54% | +11.15% | +13.39% | +14.28% | +9.97% |
| Russell 2000 | 13,063.17 | +$31.17 | +0.24% | +8.32% | -1.88% | +14.41% | +11.94% | +11.50% | +9.36% |
| Russell 2000 Growth | 11,740.49 | +$40.89 | +0.35% | +8.84% | -2.52% | +18.81% | +14.42% | +8.94% | +9.65% |
| Russell 2000 Value | 18,933.64 | +$22.78 | +0.12% | +7.76% | -1.17% | +9.87% | +9.25% | +13.85% | +8.66% |
| Russell 3000 Growth | 25,145.73 | +$43.00 | +0.17% | +17.02% | +0.17% | +29.59% | +29.67% | +18.59% | +17.71% |
| Russell 3000 Value | 15,832.88 | -$53.96 | -0.34% | +12.01% | +0.47% | +11.06% | +13.14% | +14.26% | +9.89% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,478.59 | +$2.88 | +0.20% | +3.69% | -0.76% | +0.10% | +8.37% | +9.70% | +4.90% |
| EPRA/NAREIT Dev xNthAm(N) | 4,042.44 | -$25.95 | -0.64% | +23.64% | -0.29% | +13.84% | +9.51% | +2.67% | +1.58% |
| J.P. Morgan EMBI Global | 1,006.91 | -$1.36 | -0.14% | +12.23% | +1.92% | +12.16% | +12.16% | +2.69% | +4.01% |
| ICE BofA US HY Const | 608.58 | -$0.39 | -0.06% | +6.97% | -0.08% | +8.03% | +10.01% | +5.48% | +5.80% |
| TOPIX Total Return Index | 5,915.25 | -$38.57 | -0.65% | +25.64% | +2.41% | +25.28% | +21.49% | +10.07% | +7.79% |
All market indices are unmanaged.
It is not possible to invest in an index.