Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 47,562.87 | +$40.76 | +0.09% | +11.80% | +2.51% | +13.89% | +13.26% | +12.41% | +10.41% |
| NASDAQ Comp. ex div Price | 23,724.96 | +$143.81 | +0.61% | +22.86% | +4.70% | +31.11% | +29.25% | +16.81% | +16.72% |
| S&P 500 (P) | 6,840.20 | +$17.86 | +0.26% | +16.30% | +2.27% | +19.89% | +20.89% | +15.91% | +12.65% |
| Russell 3000 | 22,658.86 | +$81.78 | +0.36% | +16.85% | +2.14% | +20.81% | +21.76% | +16.74% | +14.08% |
| MSCI EAFE (G) | 14,194.02 | -$29.07 | -0.20% | +27.21% | +1.19% | +23.66% | +20.68% | +12.89% | +8.01% |
| DJ US Total Stk Mkt | 342.49 | +$1.27 | +0.37% | +16.88% | +2.20% | +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) | 6,840.20 | +$17.86 | +0.26% | +16.30% | +2.27% | +19.89% | +20.89% | +15.91% | +12.65% |
| S&P MidCap 400 | 5,432.89 | +$33.32 | +0.62% | +5.27% | -0.47% | +6.38% | +11.86% | +13.02% | +10.17% |
| S&P/TSX Composite Index | 127,922.49 | +$366.45 | +0.29% | +28.44% | +0.26% | +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 | 2,396.47 | -$0.48 | -0.02% | +6.00% | +0.62% | +5.20% | +4.28% | -0.97% | +1.30% |
| BBg Int Govt/Cr Bond | 2,476.79 | +$0.25 | +0.01% | +6.16% | +0.43% | +6.15% | +5.48% | +0.94% | +2.15% |
| BBg MBS | 2,321.08 | -$0.99 | -0.04% | +7.68% | +0.86% | +7.32% | +5.85% | +0.04% | +1.49% |
| BBg Muni | 1,388.07 | -$0.06 | -0.00% | +3.91% | +1.24% | +4.17% | +5.46% | +1.16% | +2.42% |
| BBg US Agg Bond | 2,337.80 | -$1.73 | -0.07% | +6.80% | +0.62% | +6.16% | +5.60% | -0.24% | +1.90% |
| BBg US TIPS | 373.38 | +$0.58 | +0.16% | +7.25% | +0.35% | +6.06% | +4.58% | +1.63% | +3.02% |
| BBg US Universal | 637.24 | -$0.44 | -0.07% | +7.01% | +0.66% | +6.51% | +6.22% | +0.28% | +2.29% |
| BBg 1-3 Gov/Cred | 1,500.21 | +$0.36 | +0.02% | +4.49% | +0.34% | +5.07% | +4.84% | +1.84% | +1.97% |
| BBg 6M SWAP | 264.02 | +$0.02 | +0.01% | +3.42% | +0.31% | +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 | 20,726.60 | +$12.47 | +0.06% | +12.10% | +1.01% | +12.59% | +13.10% | +8.71% | +7.90% |
| LI Equity Inc Obj Index | 23,675.04 | -$12.17 | -0.05% | +11.87% | -0.04% | +10.88% | +12.89% | +13.74% | +10.31% |
| LI International Index | 3,264.82 | -$1.04 | -0.03% | +26.05% | +0.84% | +22.05% | +19.87% | +11.63% | +7.87% |
| LI Large Cap Core Index | 16,802.68 | +$29.67 | +0.18% | +17.05% | +1.99% | +19.71% | +21.89% | +16.75% | +13.58% |
| LI Large Cap Growth Index | 31,142.71 | +$151.26 | +0.49% | +20.08% | +3.40% | +27.06% | +29.61% | +16.28% | +16.25% |
| LI Large Cap Value Index | 57,939.59 | +$52.30 | +0.09% | +14.83% | +0.33% | +14.46% | +16.35% | +16.18% | +11.29% |
| LI Mid Cap Core Index | 3,986.62 | +$15.85 | +0.40% | +6.20% | -1.05% | +6.60% | +11.56% | +12.30% | +9.49% |
| LI Mid Cap Growth Index | 4,257.82 | +$30.39 | +0.72% | +5.12% | -0.09% | +7.91% | +11.41% | +5.59% | +9.79% |
| LI Mid Cap Value Index | 5,545.02 | +$9.29 | +0.17% | +5.47% | -1.99% | +4.75% | +10.36% | +14.32% | +8.50% |
| LI Multi Cap Core Index | 53,056.76 | +$171.95 | +0.33% | +16.18% | +1.98% | +19.16% | +20.17% | +15.65% | +12.91% |
| LI Multi Cap Growth Index | 24,410.18 | +$181.18 | +0.75% | +17.05% | +1.79% | +25.17% | +25.08% | +12.93% | +14.29% |
| LI Multi Cap Value Index | 20,484.67 | +$78.91 | +0.39% | +10.90% | +0.37% | +10.01% | +13.31% | +15.08% | +9.28% |
| LI Small Cap Core Index | 2,228.09 | +$9.20 | +0.41% | +4.81% | -0.58% | +6.32% | +9.75% | +12.54% | +9.07% |
| LI Small Cap Growth Index | 3,152.48 | +$18.47 | +0.59% | +6.25% | +1.51% | +8.33% | +11.62% | +7.46% | +10.39% |
| LI Small Cap Value Index | 3,285.62 | +$5.75 | +0.18% | +4.92% | -1.50% | +6.89% | +9.57% | +15.44% | +8.67% |
| LI General Muni Index | 1,549.95 | +$0.17 | +0.01% | +3.18% | +1.19% | +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) | 552.15 | +$0.60 | +0.11% | +21.09% | +2.24% | +22.64% | +21.64% | +14.61% | +11.31% |
| MSCI AC Wld exUS (Net MA) | 409.59 | -$1.40 | -0.34% | +28.80% | +2.03% | +25.17% | +20.51% | +11.37% | +7.85% |
| MSCI AC Asia ex Jap (G) | 2,406.20 | -$17.83 | -0.74% | +33.24% | +4.50% | +29.12% | +23.67% | +7.23% | +8.52% |
| MSCI Emerging Markets (G) | 3,811.82 | -$27.45 | -0.72% | +33.59% | +4.19% | +28.69% | +21.72% | +7.95% | +8.13% |
| MSCI EM Eur ME Africa TR | 592.30 | -$3.39 | -0.57% | +28.66% | +1.16% | +27.56% | +14.51% | +8.93% | +4.31% |
| MSCI EM Latin America (G) | 10,003.86 | +$16.23 | +0.16% | +44.99% | +0.94% | +28.79% | +11.43% | +14.58% | +7.56% |
| MSCI Europe (Net MA) | 12,567.68 | -$88.82 | -0.70% | +28.89% | +0.75% | +23.65% | +20.78% | +13.99% | +7.77% |
| MSCI EAFE (Net MA) | 10,791.62 | -$22.11 | -0.20% | +26.94% | +1.18% | +23.38% | +20.36% | +12.58% | +7.72% |
| MSCI EAFE Growth (Net MA) | 3,449.07 | -$2.41 | -0.07% | +20.63% | +1.60% | +16.88% | +16.99% | +8.00% | +7.41% |
| MSCI EAFE Sm Cap (Net MA) | 692.54 | -$0.68 | -0.10% | +27.61% | -0.81% | +24.78% | +17.92% | +9.26% | +7.38% |
| MSCI EAFE Val (Net MA) | 388.35 | -$1.32 | -0.34% | +33.41% | +0.77% | +30.05% | +23.79% | +17.15% | +7.77% |
| MSCI Golden Dragon | 582.20 | -$7.44 | -1.26% | +37.05% | +1.34% | +35.03% | +29.63% | +5.43% | +8.97% |
| MSCI US IM Biotechnology | 17,244.22 | -$89.84 | -0.52% | +21.82% | +5.16% | +9.11% | +11.63% | +10.58% | +7.54% |
| MSCI US IM Consumer Discr | 13,574.05 | +$459.90 | +3.51% | +7.07% | +1.27% | +22.08% | +20.28% | +11.89% | +13.47% |
| MSCI US IM Cons Staples | 8,007.45 | -$36.72 | -0.46% | +0.83% | -2.55% | +0.66% | +6.81% | +8.66% | +8.00% |
| MSCI US IM Energy | 6,547.76 | +$37.34 | +0.57% | +5.25% | -1.10% | +3.55% | +2.98% | +30.99% | +6.36% |
| MSCI US IM Financials | 5,398.22 | +$14.62 | +0.27% | +9.28% | -2.88% | +14.61% | +17.66% | +19.22% | +12.46% |
| MSCI US IM Health Care | 8,989.42 | +$11.13 | +0.12% | +7.86% | +4.06% | +1.80% | +5.23% | +8.00% | +9.17% |
| MSCI US IM Industrials | 11,640.53 | +$41.76 | +0.36% | +19.01% | +1.37% | +18.01% | +20.76% | +17.62% | +13.11% |
| MSCI US IM Info Tech | 28,082.66 | -$25.68 | -0.09% | +29.62% | +6.35% | +37.98% | +37.97% | +24.27% | +23.59% |
| MSCI US IM Materials | 7,712.19 | -$44.51 | -0.57% | +5.24% | -4.76% | -3.54% | +8.22% | +9.66% | +9.13% |
| MSCI US Semicon & Equip | 44,875.42 | -$131.10 | -0.29% | +52.77% | +11.24% | +58.42% | +76.05% | +43.18% | +34.07% |
| MSCI US IM Comm Svcs | 8,519.79 | -$17.65 | -0.21% | +26.26% | +1.70% | +34.48% | +37.52% | +16.53% | +13.67% |
| MSCI US IM Utilities | 10,933.89 | -$77.60 | -0.70% | +20.61% | +1.92% | +15.60% | +13.43% | +10.90% | +10.90% |
| MSCI World (N) | 14,052.15 | +$29.59 | +0.21% | +19.78% | +2.00% | +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 | 7,081.06 | +$72.10 | +1.03% | +12.52% | -0.28% | +19.59% | +19.67% | +11.17% | +12.65% |
| Russell Midcap Value | 7,039.57 | +$39.40 | +0.56% | +8.40% | -1.00% | +7.86% | +11.71% | +13.23% | +9.20% |
| Russell Top 200 | 22,028.89 | +$60.20 | +0.27% | +19.11% | +2.92% | +24.03% | +24.93% | +18.51% | +15.65% |
| Russell 1000 Growth | 5,065.85 | +$15.29 | +0.30% | +21.50% | +3.63% | +30.52% | +30.69% | +19.24% | +18.28% |
| Russell 1000 Value | 3,062.39 | +$11.69 | +0.38% | +12.15% | +0.44% | +11.15% | +13.39% | +14.28% | +9.97% |
| Russell 2000 | 13,553.78 | +$74.21 | +0.55% | +12.39% | +1.81% | +14.41% | +11.94% | +11.50% | +9.36% |
| Russell 2000 Growth | 12,433.49 | +$109.98 | +0.89% | +15.27% | +3.24% | +18.81% | +14.42% | +8.94% | +9.65% |
| Russell 2000 Value | 19,206.72 | +$32.37 | +0.17% | +9.32% | +0.25% | +9.87% | +9.25% | +13.85% | +8.66% |
| Russell 3000 Growth | 25,970.14 | +$101.09 | +0.39% | +20.86% | +3.46% | +29.59% | +29.67% | +18.59% | +17.71% |
| Russell 3000 Value | 15,827.79 | +$58.95 | +0.37% | +11.98% | +0.43% | +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 | 1,470.01 | +$3.10 | +0.21% | +3.08% | -1.33% | +0.10% | +8.37% | +9.70% | +4.90% |
| EPRA/NAREIT Dev xNthAm(N) | 4,000.96 | -$20.43 | -0.51% | +22.37% | -1.31% | +13.84% | +9.51% | +2.67% | +1.58% |
| J.P. Morgan EMBI Global | 1,009.62 | +$1.27 | +0.13% | +12.53% | +2.20% | +12.16% | +12.16% | +2.69% | +4.01% |
| ICE BofA US HY Const | 610.27 | -$0.44 | -0.07% | +7.27% | +0.20% | +8.03% | +10.01% | +5.48% | +5.80% |
| TOPIX Total Return Index | 5,865.99 | +$54.89 | +0.94% | +24.90% | +1.81% | +25.28% | +21.49% | +10.07% | +7.79% |
All market indices are unmanaged.
It is not possible to invest in an index.