Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 52,475.10 | +$97.53 | +0.19% | +9.18% | +3.08% | +9.72% | +14.96% | +8.51% | +10.77% |
| NASDAQ Comp. ex div Price | 26,549.85 | +$72.04 | +0.27% | +14.23% | -1.16% | +18.54% | +26.66% | +13.20% | +17.59% |
| S&P 500 (P) | 7,743.98 | +$21.38 | +0.28% | +13.12% | +1.21% | +14.40% | +21.29% | +12.18% | +13.44% |
| Russell 3000 | 25,883.31 | +$70.33 | +0.27% | +13.94% | +1.35% | +15.13% | +22.26% | +12.64% | +14.73% |
| MSCI EAFE (G) | 16,114.16 | -$13.37 | -0.08% | +9.50% | -1.17% | +16.24% | +18.99% | +9.87% | +9.60% |
| DJ US Total Stk Mkt | 391.05 | +$1.10 | +0.28% | +14.01% | +1.22% | +15.28% | +22.34% | +12.58% | +14.68% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 7,743.98 | +$21.38 | +0.28% | +13.12% | +1.21% | +14.40% | +21.29% | +12.18% | +13.44% |
| S&P MidCap 400 | 6,214.17 | +$10.73 | +0.17% | +12.00% | +1.93% | +11.69% | +14.54% | +8.03% | +10.47% |
| S&P/TSX Composite Index | 156,690.11 | +$404.41 | +0.26% | +13.66% | +4.21% | +17.63% | +23.04% | +12.59% | +11.51% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,376.69 | -$4.50 | -0.19% | -1.11% | +1.68% | -1.86% | +3.19% | -1.00% | +0.61% |
| BBg Int Govt/Cr Bond | 2,486.20 | -$1.31 | -0.05% | -0.38% | +1.12% | -0.31% | +4.31% | +0.83% | +1.71% |
| BBg MBS | 2,315.94 | -$5.51 | -0.24% | -1.05% | +2.33% | -1.65% | +4.53% | -0.39% | +0.88% |
| BBg Muni | 1,381.37 | +$0.22 | +0.02% | -0.80% | +3.52% | -2.68% | +2.89% | -0.21% | +1.51% |
| BBg US Agg Bond | 2,322.61 | -$4.38 | -0.19% | -1.12% | +1.85% | -1.84% | +4.06% | -0.64% | +1.14% |
| BBg US TIPS | 372.49 | -$0.03 | -0.01% | -0.02% | +2.15% | -1.99% | +3.75% | 0.00% | +2.15% |
| BBg US Universal | 634.45 | -$1.01 | -0.16% | -0.97% | +1.70% | -1.45% | +4.53% | -0.26% | +1.50% |
| BBg 1-3 Gov/Cred | 1,531.18 | +$0.41 | +0.03% | +1.24% | +0.65% | +1.75% | +4.33% | +2.07% | +1.98% |
| BBg 6M SWAP | 273.43 | +$0.04 | +0.02% | +2.87% | +0.34% | +3.54% | +4.39% | +3.48% | +2.42% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 22,419.61 | +$39.17 | +0.18% | +6.92% | +1.58% | +7.57% | +12.97% | +6.17% | +8.05% |
| LI Equity Inc Obj Index | 27,894.95 | +$31.51 | +0.11% | +14.41% | +4.01% | +13.24% | +16.53% | +10.45% | +10.97% |
| LI International Index | 3,664.91 | +$12.37 | +0.34% | +8.95% | -0.64% | +13.93% | +18.36% | +8.52% | +9.09% |
| LI Large Cap Core Index | 19,007.71 | +$58.65 | +0.31% | +12.48% | +0.90% | +14.35% | +21.86% | +13.07% | +14.23% |
| LI Large Cap Growth Index | 33,330.68 | +$162.25 | +0.49% | +9.11% | -1.73% | +12.61% | +24.99% | +12.09% | +17.01% |
| LI Large Cap Value Index | 69,768.37 | +$77.82 | +0.11% | +16.15% | +3.55% | +16.67% | +19.67% | +12.26% | +12.27% |
| LI Mid Cap Core Index | 4,632.38 | +$9.35 | +0.20% | +13.54% | +4.15% | +10.40% | +14.35% | +7.46% | +9.97% |
| LI Mid Cap Growth Index | 4,383.84 | +$12.91 | +0.30% | +4.29% | +1.38% | +1.47% | +9.89% | +0.48% | +9.57% |
| LI Mid Cap Value Index | 6,666.96 | -$1.81 | -0.03% | +16.35% | +5.11% | +12.12% | +13.93% | +8.70% | +9.17% |
| LI Multi Cap Core Index | 61,975.52 | +$224.64 | +0.36% | +15.48% | +1.14% | +17.79% | +21.86% | +12.29% | +13.89% |
| LI Multi Cap Growth Index | 26,307.19 | +$94.55 | +0.36% | +8.26% | -0.59% | +10.34% | +22.89% | +8.70% | +14.87% |
| LI Multi Cap Value Index | 25,186.19 | +$57.84 | +0.23% | +18.42% | +4.25% | +18.37% | +17.57% | +10.77% | +10.59% |
| LI Small Cap Core Index | 2,626.50 | +$8.31 | +0.32% | +15.32% | +2.04% | +14.86% | +14.96% | +6.90% | +9.78% |
| LI Small Cap Growth Index | 3,461.63 | +$29.63 | +0.86% | +10.06% | -0.10% | +11.57% | +14.24% | +3.33% | +10.79% |
| LI Small Cap Value Index | 4,073.16 | -$4.37 | -0.11% | +18.64% | +3.57% | +17.90% | +15.61% | +9.22% | +9.73% |
| LI General Muni Index | 1,545.53 | -$0.38 | -0.02% | -0.53% | +3.16% | -2.19% | +3.29% | -0.32% | +1.57% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 630.43 | +$2.39 | +0.38% | +13.01% | -0.02% | +16.75% | +21.73% | +11.57% | +12.38% |
| MSCI AC Wld exUS (Net MA) | 472.07 | +$2.67 | +0.57% | +11.92% | -2.17% | +20.21% | +20.76% | +9.74% | +9.43% |
| MSCI AC Asia ex Jap (G) | 2,848.50 | +$62.69 | +2.25% | +18.57% | -5.93% | +31.51% | +26.17% | +9.84% | +10.14% |
| MSCI Emerging Markets (G) | 4,476.44 | +$81.29 | +1.85% | +16.77% | -5.62% | +29.65% | +24.69% | +9.44% | +9.53% |
| MSCI EM Eur ME Africa TR | 626.90 | -$2.17 | -0.35% | +2.95% | -2.61% | +9.94% | +17.11% | +2.50% | +4.87% |
| MSCI EM Latin America (G) | 11,713.91 | -$257.35 | -2.15% | +9.06% | -5.34% | +24.86% | +16.04% | +13.61% | +7.74% |
| MSCI Europe (Net MA) | 14,057.71 | +$5.48 | +0.04% | +6.08% | -0.28% | +13.01% | +17.91% | +9.81% | +9.47% |
| MSCI EAFE (Net MA) | 12,225.99 | -$10.15 | -0.08% | +9.29% | -1.18% | +16.00% | +18.70% | +9.58% | +9.31% |
| MSCI EAFE Growth (Net MA) | 3,635.35 | +$4.78 | +0.13% | +5.11% | -1.34% | +8.54% | +14.08% | +4.49% | +7.98% |
| MSCI EAFE Sm Cap (Net MA) | 779.81 | -$2.16 | -0.28% | +8.75% | -1.99% | +13.97% | +18.47% | +5.98% | +8.24% |
| MSCI EAFE Val (Net MA) | 471.85 | -$1.37 | -0.29% | +13.51% | -1.02% | +23.70% | +23.41% | +14.69% | +10.38% |
| MSCI Golden Dragon | 664.54 | +$9.05 | +1.38% | +16.01% | -5.01% | +21.76% | +27.73% | +8.99% | +10.11% |
| MSCI US IM Biotechnology | 23,497.98 | +$178.34 | +0.76% | +28.04% | +5.06% | +36.39% | +21.37% | +12.03% | +11.36% |
| MSCI US IM Consumer Discr | 13,237.32 | +$4.55 | +0.03% | -1.37% | +5.26% | -6.18% | +12.69% | +4.34% | +12.54% |
| MSCI US IM Cons Staples | 9,385.30 | -$36.98 | -0.39% | +14.71% | +8.29% | +5.48% | +9.78% | +7.35% | +7.90% |
| MSCI US IM Energy | 10,353.14 | +$38.11 | +0.37% | +54.71% | +11.12% | +40.73% | +14.24% | +22.59% | +9.59% |
| MSCI US IM Financials | 5,878.94 | +$16.78 | +0.29% | +3.51% | +4.79% | +0.93% | +19.66% | +9.27% | +12.56% |
| MSCI US IM Health Care | 11,317.46 | +$49.56 | +0.44% | +17.53% | +5.89% | +23.73% | +12.18% | +6.66% | +10.75% |
| MSCI US IM Industrials | 12,609.32 | +$26.94 | +0.21% | +8.67% | +0.50% | +9.26% | +19.48% | +12.78% | +12.93% |
| MSCI US IM Info Tech | 34,104.26 | +$173.34 | +0.51% | +27.65% | -1.79% | +31.50% | +36.52% | +21.93% | +24.97% |
| MSCI US IM Materials | 9,133.78 | +$17.07 | +0.19% | +10.92% | +4.33% | +8.12% | +9.96% | +6.63% | +9.41% |
| MSCI US Semicon & Equip | 58,346.67 | +$686.89 | +1.19% | +37.31% | -6.63% | +54.89% | +64.40% | +41.96% | +35.35% |
| MSCI US IM Comm Svcs | 8,563.85 | +$23.50 | +0.28% | -4.09% | -7.74% | +10.80% | +28.28% | +11.27% | +12.81% |
| MSCI US IM Utilities | 10,714.10 | -$93.67 | -0.87% | +1.47% | +7.48% | -7.09% | +13.74% | +7.54% | +8.19% |
| MSCI World (N) | 15,993.57 | +$31.33 | +0.20% | +12.59% | +0.74% | +15.24% | +21.40% | +11.89% | +12.81% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,835.63 | +$26.22 | +0.39% | -0.03% | -1.03% | -2.73% | +15.36% | +4.92% | +11.86% |
| Russell Midcap Value | 8,734.08 | -$6.37 | -0.07% | +21.11% | +5.08% | +16.89% | +17.50% | +9.26% | +9.93% |
| Russell Top 200 | 24,970.63 | +$79.81 | +0.32% | +13.28% | +0.86% | +15.68% | +23.98% | +14.56% | +16.35% |
| Russell 1000 Growth | 5,158.40 | +$27.12 | +0.53% | +4.35% | -1.83% | +7.50% | +24.26% | +13.66% | +18.16% |
| Russell 1000 Value | 3,938.90 | +$1.44 | +0.04% | +24.45% | +4.34% | +23.81% | +20.07% | +11.92% | +11.43% |
| Russell 2000 | 15,662.03 | +$64.55 | +0.41% | +15.12% | +1.24% | +16.20% | +17.72% | +6.34% | +9.84% |
| Russell 2000 Growth | 13,480.51 | +$98.37 | +0.74% | +10.58% | -0.11% | +12.05% | +17.55% | +4.72% | +9.90% |
| Russell 2000 Value | 23,746.16 | +$22.36 | +0.09% | +20.04% | +2.63% | +20.77% | +17.93% | +7.80% | +9.40% |
| Russell 3000 Growth | 26,529.21 | +$141.75 | +0.54% | +4.49% | -1.76% | +7.58% | +23.84% | +13.11% | +17.62% |
| Russell 3000 Value | 20,333.56 | +$7.86 | +0.04% | +24.32% | +4.28% | +23.73% | +19.97% | +11.68% | +11.31% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,652.90 | -$13.31 | -0.80% | +11.80% | +0.86% | +10.00% | +13.02% | +4.18% | +4.93% |
| EPRA/NAREIT Dev xNthAm(N) | 3,763.48 | -$33.65 | -0.89% | -8.48% | -0.43% | -6.77% | +6.78% | -2.87% | +0.54% |
| J.P. Morgan EMBI Global | 1,016.50 | +$0.23 | +0.02% | -0.14% | +1.11% | +1.76% | +8.98% | +1.80% | +2.68% |
| ICE BofA US HY Const | 621.71 | +$0.94 | +0.15% | +0.71% | +0.67% | +1.39% | +7.94% | +3.56% | +4.94% |
| TOPIX Total Return Index | 7,186.41 | -$10.18 | -0.14% | +18.43% | -3.52% | +25.86% | +21.69% | +10.18% | +9.73% |
All market indices are unmanaged.
It is not possible to invest in an index.