Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 49,500.93 | +$48.95 | +0.10% | +2.99% | +2.99% | +9.76% | +12.78% | +10.27% | +11.50% |
| S&P 500 (P) | 6,836.17 | +$3.41 | +0.05% | -0.14% | -0.14% | +14.87% | +19.40% | +13.31% | +13.59% |
| Russell 3000 | 22,810.68 | +$42.60 | +0.19% | +0.41% | +0.41% | +15.32% | +20.18% | +13.60% | +15.13% |
| MSCI EAFE (G) | 15,866.53 | -$141.85 | -0.89% | +7.82% | +7.82% | +31.84% | +16.77% | +10.83% | +10.09% |
| DJ US Total Stk Mkt | 344.35 | +$0.61 | +0.18% | +0.39% | +0.39% | +15.34% | +20.17% | +13.50% | +15.06% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 6,836.17 | +$3.41 | +0.05% | -0.14% | -0.14% | +14.87% | +19.40% | +13.31% | +13.59% |
| S&P MidCap 400 | 5,988.07 | +$53.85 | +0.91% | +7.93% | +7.93% | +7.71% | +10.75% | +9.66% | +11.81% |
| S&P/TSX Composite Index | 140,642.76 | +$2,587.40 | +1.87% | +5.04% | +5.04% | +37.24% | +18.31% | +15.01% | +13.32% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,430.87 | +$6.06 | +0.25% | +1.14% | +1.14% | +5.67% | +2.77% | -0.77% | +1.17% |
| BBg Int Govt/Cr Bond | 2,516.48 | +$4.53 | +0.18% | +0.83% | +0.83% | +6.44% | +4.44% | +1.03% | +2.17% |
| BBg MBS | 2,378.14 | +$7.04 | +0.30% | +1.61% | +1.61% | +8.47% | +3.91% | +0.21% | +1.50% |
| BBg Muni | 1,415.24 | +$1.41 | +0.10% | +1.63% | +1.63% | +4.70% | +3.22% | +0.86% | +2.32% |
| BBg US Agg Bond | 2,378.92 | +$5.66 | +0.24% | +1.28% | +1.28% | +6.85% | +3.65% | -0.20% | +1.88% |
| BBg US TIPS | 376.90 | +$0.39 | +0.10% | +1.16% | +1.16% | +5.97% | +3.70% | +1.12% | +2.97% |
| BBg US Universal | 648.65 | +$1.43 | +0.22% | +1.25% | +1.25% | +7.10% | +4.22% | +0.21% | +2.34% |
| BBg 1-3 Gov/Cred | 1,521.14 | +$1.44 | +0.09% | +0.57% | +0.57% | +5.11% | +4.57% | +2.01% | +2.06% |
| BBg 6M SWAP | 266.86 | +$0.04 | +0.01% | +0.40% | +0.40% | +4.05% | +4.71% | +3.03% | +2.22% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 21,456.93 | +$58.61 | +0.27% | +2.33% | +2.33% | +12.86% | +11.49% | +7.25% | +8.69% |
| LI Equity Inc Obj Index | 25,664.93 | +$143.40 | +0.56% | +5.26% | +5.26% | +14.52% | +12.98% | +12.28% | +11.65% |
| LI International Index | 3,620.80 | +$9.52 | +0.26% | +7.64% | +7.64% | +30.21% | +15.79% | +9.45% | +9.71% |
| LI Large Cap Core Index | 16,914.26 | +$3.85 | +0.02% | +0.09% | +0.09% | +15.51% | +20.26% | +14.16% | +14.58% |
| LI Large Cap Growth Index | 29,142.77 | -$90.16 | -0.31% | -4.60% | -4.60% | +13.66% | +25.84% | +12.78% | +16.97% |
| LI Large Cap Value Index | 63,451.86 | +$283.54 | +0.45% | +5.63% | +5.63% | +17.97% | +16.32% | +14.12% | +12.97% |
| LI Mid Cap Core Index | 4,353.37 | +$44.12 | +1.02% | +6.70% | +6.70% | +8.52% | +10.62% | +9.69% | +11.18% |
| LI Mid Cap Growth Index | 4,194.62 | +$39.38 | +0.95% | -0.21% | -0.21% | -0.74% | +8.46% | +1.99% | +10.86% |
| LI Mid Cap Value Index | 6,219.49 | +$55.39 | +0.90% | +8.54% | +8.54% | +10.40% | +9.64% | +11.30% | +10.45% |
| LI Multi Cap Core Index | 54,587.39 | +$140.96 | +0.26% | +1.71% | +1.71% | +16.33% | +18.88% | +12.79% | +14.24% |
| LI Multi Cap Growth Index | 23,696.77 | +$104.67 | +0.44% | -2.48% | -2.48% | +10.87% | +22.37% | +9.11% | +15.23% |
| LI Multi Cap Value Index | 22,356.98 | +$157.13 | +0.71% | +5.12% | +5.12% | +14.60% | +13.18% | +12.52% | +11.19% |
| LI Small Cap Core Index | 2,454.42 | +$25.54 | +1.05% | +7.76% | +7.76% | +8.91% | +9.71% | +8.32% | +10.94% |
| LI Small Cap Growth Index | 3,286.50 | +$28.22 | +0.87% | +4.49% | +4.49% | +5.67% | +10.23% | +3.54% | +12.00% |
| LI Small Cap Value Index | 3,788.27 | +$38.92 | +1.04% | +10.34% | +10.34% | +13.81% | +10.55% | +11.89% | +10.92% |
| LI General Muni Index | 1,576.17 | +$1.30 | +0.08% | +1.45% | +1.45% | +3.90% | +3.41% | +0.73% | +2.36% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 573.75 | -$1.29 | -0.23% | +2.85% | +2.85% | +21.87% | +19.06% | +11.95% | +12.75% |
| MSCI AC Wld exUS (Net MA) | 457.25 | -$3.36 | -0.73% | +8.40% | +8.40% | +35.12% | +16.76% | +9.30% | +10.00% |
| MSCI AC Asia ex Jap (G) | 2,642.20 | -$26.18 | -0.98% | +9.99% | +9.99% | +42.85% | +16.75% | +4.97% | +10.66% |
| MSCI Emerging Markets (G) | 4,248.50 | -$41.67 | -0.97% | +10.82% | +10.82% | +43.67% | +17.32% | +5.81% | +10.53% |
| MSCI EM Eur ME Africa TR | 667.69 | -$8.93 | -1.32% | +9.65% | +9.65% | +37.67% | +17.41% | +6.92% | +7.41% |
| MSCI EM Latin America (G) | 12,695.01 | -$142.37 | -1.11% | +18.20% | +18.20% | +63.92% | +17.30% | +13.95% | +11.35% |
| MSCI Europe (Net MA) | 13,953.06 | -$49.39 | -0.35% | +5.29% | +5.29% | +32.80% | +17.04% | +11.91% | +10.05% |
| MSCI EAFE (Net MA) | 12,060.40 | -$108.22 | -0.89% | +7.81% | +7.81% | +31.54% | +16.46% | +10.52% | +9.79% |
| MSCI EAFE Growth (Net MA) | 3,671.10 | -$17.08 | -0.46% | +6.15% | +6.15% | +20.15% | +12.00% | +5.84% | +8.80% |
| MSCI EAFE Sm Cap (Net MA) | 777.85 | -$10.27 | -1.30% | +8.48% | +8.48% | +35.13% | +14.58% | +7.10% | +9.17% |
| MSCI EAFE Val (Net MA) | 454.63 | -$5.85 | -1.27% | +9.37% | +9.37% | +43.60% | +21.01% | +15.16% | +10.53% |
| MSCI Golden Dragon | 618.73 | -$6.12 | -0.98% | +8.01% | +8.01% | +42.92% | +16.92% | +3.31% | +11.21% |
| MSCI US IM Biotechnology | 19,306.54 | +$293.44 | +1.54% | +5.20% | +5.20% | +25.73% | +12.78% | +8.31% | +10.46% |
| MSCI US IM Consumer Discr | 12,859.54 | +$3.09 | +0.02% | -4.18% | -4.18% | +2.90% | +18.52% | +7.94% | +14.54% |
| MSCI US IM Cons Staples | 9,450.24 | +$22.20 | +0.24% | +15.50% | +15.50% | +8.56% | +9.31% | +9.68% | +8.86% |
| MSCI US IM Energy | 8,134.97 | +$65.06 | +0.81% | +21.56% | +21.56% | +20.58% | +8.34% | +26.10% | +9.72% |
| MSCI US IM Financials | 5,398.48 | +$0.38 | +0.01% | -4.95% | -4.95% | +5.84% | +15.99% | +15.18% | +13.86% |
| MSCI US IM Health Care | 9,721.06 | +$91.03 | +0.95% | +0.95% | +0.95% | +8.01% | +7.01% | +6.26% | +10.76% |
| MSCI US IM Industrials | 13,108.77 | +$115.50 | +0.89% | +12.98% | +12.98% | +21.50% | +20.04% | +15.78% | +14.81% |
| MSCI US IM Info Tech | 25,502.26 | -$90.69 | -0.35% | -4.55% | -4.55% | +24.03% | +32.34% | +18.59% | +23.70% |
| MSCI US IM Materials | 9,584.73 | +$97.87 | +1.03% | +16.39% | +16.39% | +16.09% | +8.35% | +9.99% | +12.36% |
| MSCI US Semicon & Equip | 44,110.83 | -$413.35 | -0.93% | +3.81% | +3.81% | +62.75% | +64.47% | +37.17% | +34.79% |
| MSCI US IM Comm Svcs | 8,677.76 | -$60.74 | -0.70% | -2.81% | -2.81% | +28.07% | +36.89% | +15.90% | +14.17% |
| MSCI US IM Utilities | 11,492.59 | +$299.29 | +2.67% | +8.84% | +8.84% | +15.04% | +11.13% | +10.16% | +10.18% |
| MSCI World (N) | 14,471.28 | -$17.98 | -0.12% | +1.87% | +1.87% | +19.58% | +19.31% | +12.87% | +13.11% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,710.48 | +$72.79 | +1.10% | -1.86% | -1.86% | +1.25% | +15.04% | +6.53% | +13.28% |
| Russell Midcap Value | 7,792.41 | +$88.92 | +1.15% | +8.05% | +8.05% | +11.87% | +10.94% | +10.80% | +10.87% |
| Russell Top 200 | 21,766.64 | -$27.24 | -0.12% | -1.26% | -1.26% | +16.96% | +23.34% | +15.60% | +16.48% |
| Russell 1000 Growth | 4,673.96 | -$16.51 | -0.35% | -5.45% | -5.45% | +14.50% | +27.05% | +15.14% | +18.63% |
| Russell 1000 Value | 3,368.38 | +$23.78 | +0.71% | +6.42% | +6.42% | +15.83% | +13.67% | +12.53% | +11.61% |
| Russell 2000 | 14,519.87 | +$172.28 | +1.20% | +6.73% | +6.73% | +15.81% | +12.20% | +6.16% | +11.21% |
| Russell 2000 Growth | 12,624.22 | +$134.17 | +1.07% | +3.56% | +3.56% | +13.91% | +13.45% | +3.01% | +11.27% |
| Russell 2000 Value | 21,802.46 | +$286.62 | +1.33% | +10.21% | +10.21% | +17.90% | +10.81% | +9.21% | +10.76% |
| Russell 3000 Growth | 24,082.32 | -$82.49 | -0.34% | -5.15% | -5.15% | +14.32% | +26.24% | +14.38% | +18.16% |
| Russell 3000 Value | 17,433.65 | +$127.83 | +0.74% | +6.59% | +6.59% | +15.89% | +13.49% | +12.32% | +11.57% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,619.50 | +$20.62 | +1.29% | +9.54% | +9.54% | +5.53% | +5.82% | +7.30% | +5.53% |
| EPRA/NAREIT Dev xNthAm(N) | 4,472.47 | -$42.58 | -0.94% | +8.76% | +8.76% | +27.52% | +6.59% | +0.98% | +3.35% |
| J.P. Morgan EMBI Global | 1,036.94 | +$2.48 | +0.24% | +1.87% | +1.87% | +12.70% | +8.92% | +2.10% | +4.34% |
| ICE BofA US HY Const | 621.70 | -$0.10 | -0.02% | +0.71% | +0.71% | +7.54% | +8.81% | +4.52% | +6.66% |
| TOPIX Total Return Index | 6,734.07 | -$111.64 | -1.63% | +14.67% | +14.67% | +31.57% | +17.86% | +8.59% | +9.47% |
All market indices are unmanaged.
It is not possible to invest in an index.