Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 48,892.47 | -$179.10 | -0.36% | +1.73% | +1.73% | +12.97% | +13.18% | +9.45% | +10.68% |
| S&P 500 (P) | 6,939.03 | -$29.98 | -0.43% | +1.37% | +1.37% | +16.39% | +21.26% | +12.75% | +12.85% |
| Russell 3000 | 23,068.89 | -$126.67 | -0.55% | +1.55% | +1.55% | +17.15% | +22.25% | +13.15% | +14.29% |
| MSCI EAFE (G) | 15,484.30 | +$24.99 | +0.16% | +5.22% | +5.22% | +31.89% | +17.82% | +9.47% | +8.72% |
| DJ US Total Stk Mkt | 348.36 | -$1.95 | -0.56% | +1.56% | +1.56% | +17.05% | +22.27% | +13.07% | +14.21% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 6,939.03 | -$29.98 | -0.43% | +1.37% | +1.37% | +16.39% | +21.26% | +12.75% | +12.85% |
| S&P MidCap 400 | 5,772.91 | -$57.23 | -0.98% | +4.05% | +4.05% | +7.50% | +12.56% | +9.12% | +10.72% |
| S&P/TSX Composite Index | 135,745.23 | -$4,588.51 | -3.27% | +2.07% | +2.07% | +38.16% | +20.95% | +14.40% | +12.81% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,401.26 | -$1.24 | -0.05% | -0.09% | -0.09% | +6.31% | +3.65% | -0.94% | +1.38% |
| BBg Int Govt/Cr Bond | 2,497.60 | +$1.07 | +0.04% | +0.08% | +0.08% | +6.97% | +5.06% | +0.96% | +2.29% |
| BBg MBS | 2,350.11 | -$2.58 | -0.11% | +0.41% | +0.41% | +8.58% | +4.90% | +0.15% | +1.59% |
| BBg Muni | 1,405.57 | +$0.58 | +0.04% | +0.94% | +0.94% | +4.25% | +3.88% | +0.80% | +2.34% |
| BBg US Agg Bond | 2,351.36 | -$1.54 | -0.07% | +0.11% | +0.11% | +7.30% | +4.66% | -0.36% | +2.01% |
| BBg US TIPS | 373.71 | -$0.29 | -0.08% | +0.31% | +0.31% | +7.01% | +4.23% | +1.12% | +3.09% |
| BBg US Universal | 641.60 | -$0.37 | -0.06% | +0.15% | +0.15% | +7.58% | +5.24% | +0.06% | +2.44% |
| BBg 1-3 Gov/Cred | 1,515.96 | +$1.02 | +0.07% | +0.23% | +0.23% | +5.35% | +4.77% | +1.97% | +2.09% |
| BBg 6M SWAP | 266.53 | +$0.06 | +0.02% | +0.27% | +0.27% | +4.12% | +4.74% | +2.98% | +2.20% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 21,329.70 | -$91.88 | -0.43% | +1.73% | +1.73% | +13.40% | +12.71% | +6.77% | +8.18% |
| LI Equity Inc Obj Index | 25,158.57 | -$11.71 | -0.05% | +3.19% | +3.19% | +15.21% | +13.13% | +11.23% | +10.85% |
| LI International Index | 3,529.23 | -$38.62 | -1.08% | +4.92% | +4.92% | +29.86% | +17.19% | +8.22% | +8.51% |
| LI Large Cap Core Index | 17,138.04 | -$102.05 | -0.59% | +1.41% | +1.41% | +17.72% | +21.92% | +13.65% | +13.84% |
| LI Large Cap Growth Index | 30,340.07 | -$308.60 | -1.01% | -0.68% | -0.68% | +17.78% | +29.80% | +12.71% | +16.08% |
| LI Large Cap Value Index | 62,327.92 | -$197.84 | -0.32% | +3.76% | +3.76% | +19.05% | +17.01% | +13.08% | +11.92% |
| LI Mid Cap Core Index | 4,226.81 | -$34.89 | -0.82% | +3.60% | +3.60% | +8.69% | +12.12% | +8.89% | +10.03% |
| LI Mid Cap Growth Index | 4,219.07 | -$61.47 | -1.44% | +0.37% | +0.37% | +3.77% | +11.40% | +1.73% | +9.85% |
| LI Mid Cap Value Index | 5,999.39 | -$26.19 | -0.43% | +4.70% | +4.70% | +8.99% | +10.94% | +10.56% | +9.23% |
| LI Multi Cap Core Index | 54,932.99 | -$397.71 | -0.72% | +2.36% | +2.36% | +17.52% | +20.70% | +12.19% | +13.28% |
| LI Multi Cap Growth Index | 24,122.84 | -$334.80 | -1.37% | -0.73% | -0.73% | +16.52% | +26.52% | +9.22% | +14.27% |
| LI Multi Cap Value Index | 22,035.33 | -$46.67 | -0.21% | +3.60% | +3.60% | +15.15% | +14.26% | +11.68% | +10.05% |
| LI Small Cap Core Index | 2,392.25 | -$25.65 | -1.06% | +5.03% | +5.03% | +7.14% | +11.22% | +7.93% | +9.63% |
| LI Small Cap Growth Index | 3,261.57 | -$54.20 | -1.63% | +3.70% | +3.70% | +6.01% | +12.55% | +3.10% | +10.49% |
| LI Small Cap Value Index | 3,648.19 | -$19.28 | -0.53% | +6.26% | +6.26% | +9.63% | +11.50% | +11.32% | +9.52% |
| LI General Muni Index | 1,565.24 | +$1.46 | +0.09% | +0.74% | +0.74% | +3.43% | +4.30% | +0.77% | +2.38% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 574.38 | -$3.24 | -0.56% | +2.96% | +2.96% | +22.34% | +20.65% | +11.19% | +11.72% |
| MSCI AC Wld exUS (Net MA) | 447.05 | -$3.11 | -0.69% | +5.98% | +5.98% | +32.64% | +17.54% | +8.09% | +8.60% |
| MSCI AC Asia ex Jap (G) | 2,599.41 | -$40.33 | -1.53% | +8.21% | +8.21% | +33.02% | +16.75% | +4.16% | +8.92% |
| MSCI Emerging Markets (G) | 4,173.33 | -$72.88 | -1.72% | +8.86% | +8.86% | +34.36% | +16.98% | +4.67% | +8.86% |
| MSCI EM Eur ME Africa TR | 662.46 | -$17.13 | -2.52% | +8.79% | +8.79% | +32.27% | +15.03% | +5.37% | +6.05% |
| MSCI EM Latin America (G) | 12,388.81 | -$274.81 | -2.17% | +15.35% | +15.35% | +55.67% | +15.43% | +9.22% | +9.26% |
| MSCI Europe (Net MA) | 13,842.04 | +$52.10 | +0.38% | +4.45% | +4.45% | +35.91% | +18.59% | +10.62% | +8.82% |
| MSCI EAFE (Net MA) | 11,770.33 | +$19.00 | +0.16% | +5.22% | +5.22% | +31.59% | +17.51% | +9.17% | +8.42% |
| MSCI EAFE Growth (Net MA) | 3,621.29 | -$0.23 | -0.01% | +4.71% | +4.71% | +20.96% | +13.33% | +4.59% | +7.60% |
| MSCI EAFE Sm Cap (Net MA) | 758.61 | -$4.88 | -0.64% | +5.79% | +5.79% | +32.13% | +15.18% | +5.82% | +7.67% |
| MSCI EAFE Val (Net MA) | 439.39 | +$1.39 | +0.32% | +5.70% | +5.70% | +42.80% | +21.78% | +13.71% | +8.99% |
| MSCI Golden Dragon | 616.80 | -$14.08 | -2.23% | +7.67% | +7.67% | +34.85% | +18.10% | +3.09% | +9.24% |
| MSCI US IM Biotechnology | 18,679.32 | -$27.83 | -0.15% | +1.78% | +1.78% | +29.65% | +12.08% | +8.89% | +8.16% |
| MSCI US IM Consumer Discr | 13,628.60 | -$31.12 | -0.23% | +1.55% | +1.55% | +5.86% | +23.71% | +7.95% | +13.70% |
| MSCI US IM Cons Staples | 8,804.71 | +$112.12 | +1.29% | +7.61% | +7.61% | +3.03% | +6.51% | +7.08% | +8.09% |
| MSCI US IM Energy | 7,647.87 | +$62.28 | +0.82% | +14.28% | +14.28% | +7.56% | +4.60% | +23.92% | +7.86% |
| MSCI US IM Financials | 5,572.70 | -$21.50 | -0.38% | -1.88% | -1.88% | +14.98% | +19.69% | +15.30% | +13.08% |
| MSCI US IM Health Care | 9,611.49 | +$32.03 | +0.33% | -0.19% | -0.19% | +15.54% | +6.78% | +6.79% | +9.72% |
| MSCI US IM Industrials | 12,453.64 | -$70.98 | -0.57% | +7.33% | +7.33% | +18.63% | +19.36% | +13.48% | +13.27% |
| MSCI US IM Info Tech | 26,294.71 | -$374.75 | -1.41% | -1.58% | -1.58% | +23.32% | +37.21% | +18.81% | +23.17% |
| MSCI US IM Materials | 8,937.39 | -$215.06 | -2.35% | +8.53% | +8.53% | +12.37% | +8.74% | +7.67% | +10.27% |
| MSCI US Semicon & Equip | 45,062.24 | -$922.76 | -2.01% | +6.04% | +6.04% | +44.66% | +69.51% | +36.30% | +32.97% |
| MSCI US IM Comm Svcs | 9,406.13 | -$34.06 | -0.36% | +5.35% | +5.35% | +32.32% | +40.78% | +14.49% | +14.21% |
| MSCI US IM Utilities | 10,729.69 | -$27.79 | -0.26% | +1.62% | +1.62% | +16.48% | +9.95% | +9.59% | +10.51% |
| MSCI World (N) | 14,523.66 | -$59.41 | -0.41% | +2.24% | +2.24% | +21.09% | +21.17% | +12.15% | +12.17% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,778.48 | -$123.96 | -1.80% | -0.87% | -0.87% | +8.66% | +18.64% | +6.65% | +12.49% |
| Russell Midcap Value | 7,520.84 | -$46.78 | -0.62% | +4.28% | +4.28% | +11.05% | +12.27% | +9.83% | +9.78% |
| Russell Top 200 | 22,255.07 | -$89.03 | -0.40% | +0.96% | +0.96% | +19.19% | +25.41% | +15.14% | +15.78% |
| Russell 1000 Growth | 4,868.49 | -$39.14 | -0.80% | -1.51% | -1.51% | +18.56% | +31.15% | +15.32% | +18.13% |
| Russell 1000 Value | 3,309.51 | -$7.69 | -0.23% | +4.56% | +4.56% | +15.91% | +13.90% | +11.33% | +10.53% |
| Russell 2000 | 14,332.61 | -$224.12 | -1.54% | +5.35% | +5.35% | +12.81% | +13.73% | +6.09% | +9.62% |
| Russell 2000 Growth | 12,675.03 | -$252.66 | -1.95% | +3.98% | +3.98% | +13.01% | +15.59% | +3.18% | +9.57% |
| Russell 2000 Value | 21,139.38 | -$233.83 | -1.09% | +6.86% | +6.86% | +12.59% | +11.73% | +8.88% | +9.27% |
| Russell 3000 Growth | 25,065.56 | -$208.60 | -0.83% | -1.27% | -1.27% | +18.15% | +30.25% | +14.59% | +17.59% |
| Russell 3000 Value | 17,118.80 | -$46.46 | -0.27% | +4.66% | +4.66% | +15.71% | +13.77% | +11.18% | +10.46% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,522.91 | +$7.18 | +0.47% | +3.01% | +3.01% | +3.67% | +8.49% | +6.62% | +4.79% |
| EPRA/NAREIT Dev xNthAm(N) | 4,315.47 | -$15.16 | -0.35% | +4.94% | +4.94% | +25.78% | +6.96% | -0.27% | +2.28% |
| ICE BofA US HY Const | 620.27 | -$0.08 | -0.01% | +0.48% | +0.48% | +8.50% | +10.03% | +4.50% | +6.44% |
| TOPIX Total Return Index | 6,288.77 | +$37.08 | +0.59% | +6.31% | +6.31% | +25.79% | +17.73% | +7.02% | +7.89% |
All market indices are unmanaged.
It is not possible to invest in an index.