Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 46,584.46 | -$85.42 | -0.18% | -3.08% | +0.52% | +10.33% | +11.67% | +7.04% | +10.11% |
| NASDAQ Comp. ex div Price | 22,017.85 | +$21.51 | +0.10% | -5.27% | +1.98% | +24.81% | +20.89% | +10.26% | +16.06% |
| S&P 500 (P) | 6,616.85 | +$5.02 | +0.08% | -3.34% | +1.35% | +16.33% | +16.69% | +10.44% | +12.23% |
| Russell 3000 | 22,117.17 | +$12.25 | +0.06% | -2.64% | +1.37% | +18.09% | +17.86% | +10.87% | +13.72% |
| MSCI EAFE (G) | 14,905.44 | -$56.06 | -0.37% | +1.29% | +2.43% | +21.88% | +14.19% | +8.45% | +8.91% |
| DJ US Total Stk Mkt | 333.98 | +$0.22 | +0.07% | -2.63% | +1.41% | +18.14% | +17.84% | +10.76% | +13.64% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 6,616.85 | +$5.02 | +0.08% | -3.34% | +1.35% | +16.33% | +16.69% | +10.44% | +12.23% |
| S&P MidCap 400 | 5,774.71 | +$7.17 | +0.12% | +4.08% | +1.54% | +17.35% | +12.09% | +6.92% | +10.58% |
| S&P/TSX Composite Index | 141,962.77 | +$277.73 | +0.20% | +3.92% | +1.80% | +39.05% | +19.95% | +12.80% | +11.74% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,405.25 | +$2.73 | +0.11% | +0.08% | +0.12% | +3.27% | +2.62% | -0.10% | +1.07% |
| BBg Int Govt/Cr Bond | 2,498.48 | +$3.26 | +0.13% | +0.11% | +0.14% | +4.41% | +4.24% | +1.33% | +2.04% |
| BBg MBS | 2,354.42 | +$1.05 | +0.04% | +0.59% | +0.19% | +5.79% | +4.17% | +0.45% | +1.43% |
| BBg Muni | 1,397.68 | +$1.00 | +0.07% | +0.37% | +0.55% | +4.29% | +2.87% | +0.84% | +2.16% |
| BBg US Agg Bond | 2,352.73 | +$1.82 | +0.08% | +0.17% | +0.21% | +4.35% | +3.63% | +0.31% | +1.70% |
| BBg US TIPS | 375.42 | +$0.54 | +0.14% | +0.77% | +0.51% | +3.00% | +3.18% | +1.48% | +2.66% |
| BBg US Universal | 641.28 | +$0.46 | +0.07% | +0.10% | +0.25% | +4.64% | +4.18% | +0.65% | +2.11% |
| BBg 1-3 Gov/Cred | 1,517.81 | +$1.26 | +0.08% | +0.35% | +0.07% | +3.96% | +4.35% | +2.04% | +2.02% |
| BBg 6M SWAP | 268.08 | +$0.04 | +0.02% | +0.85% | +0.06% | +3.90% | +4.61% | +3.14% | +2.27% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 20,894.20 | +$12.97 | +0.06% | -0.35% | +0.85% | +12.24% | +10.71% | +5.81% | +7.91% |
| LI Equity Inc Obj Index | 24,666.99 | +$10.76 | +0.04% | +1.17% | +0.98% | +13.51% | +13.11% | +9.46% | +10.60% |
| LI International Index | 3,409.53 | -$2.57 | -0.08% | +1.36% | +1.30% | +21.83% | +14.08% | +7.47% | +8.69% |
| LI Large Cap Core Index | 16,319.87 | +$13.57 | +0.08% | -3.43% | +1.41% | +16.68% | +17.58% | +11.08% | +13.20% |
| LI Large Cap Growth Index | 28,402.23 | +$69.68 | +0.25% | -7.02% | +1.88% | +18.68% | +20.55% | +10.33% | +15.52% |
| LI Large Cap Value Index | 61,405.83 | +$58.84 | +0.10% | +2.23% | +1.09% | +18.74% | +16.69% | +10.96% | +11.95% |
| LI Mid Cap Core Index | 4,169.86 | -$5.50 | -0.13% | +2.20% | +1.25% | +14.09% | +11.61% | +6.80% | +9.95% |
| LI Mid Cap Growth Index | 4,025.23 | -$14.91 | -0.37% | -4.24% | +1.08% | +6.89% | +6.79% | +0.42% | +9.43% |
| LI Mid Cap Value Index | 5,928.23 | -$3.72 | -0.06% | +3.46% | +1.01% | +14.45% | +11.35% | +7.76% | +9.14% |
| LI Multi Cap Core Index | 52,724.68 | +$38.54 | +0.07% | -1.76% | +1.46% | +19.21% | +16.89% | +10.16% | +12.80% |
| LI Multi Cap Growth Index | 22,738.19 | -$13.18 | -0.06% | -6.42% | +1.27% | +18.55% | +18.63% | +7.14% | +13.82% |
| LI Multi Cap Value Index | 21,668.52 | +$4.50 | +0.02% | +1.88% | +1.11% | +14.87% | +13.89% | +9.14% | +10.02% |
| LI Small Cap Core Index | 2,356.97 | +$3.48 | +0.15% | +3.48% | +1.71% | +17.94% | +10.84% | +5.07% | +9.66% |
| LI Small Cap Growth Index | 3,146.89 | +$3.69 | +0.12% | +0.05% | +1.99% | +14.94% | +9.49% | +1.81% | +10.72% |
| LI Small Cap Value Index | 3,634.89 | +$5.71 | +0.16% | +5.87% | +1.40% | +23.27% | +12.96% | +7.80% | +9.76% |
| LI General Muni Index | 1,562.20 | +$0.82 | +0.05% | +0.55% | +0.50% | +3.90% | +3.35% | +0.76% | +2.23% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 550.67 | +$0.26 | +0.05% | -1.29% | +1.98% | +20.01% | +16.58% | +9.49% | +11.33% |
| MSCI AC Wld exUS (Net MA) | 431.69 | +$0.02 | +0.01% | +2.34% | +3.02% | +25.15% | +14.70% | +7.20% | +8.56% |
| MSCI AC Asia ex Jap (G) | 2,493.87 | +$23.06 | +0.93% | +3.81% | +5.00% | +29.09% | +14.66% | +3.36% | +8.61% |
| MSCI Emerging Markets (G) | 4,002.59 | +$26.48 | +0.67% | +4.41% | +4.51% | +30.30% | +15.41% | +4.16% | +8.24% |
| MSCI EM Eur ME Africa TR | 619.05 | -$6.69 | -1.07% | +1.66% | +1.61% | +22.41% | +15.43% | +3.74% | +4.77% |
| MSCI EM Latin America (G) | 12,451.33 | -$56.25 | -0.45% | +15.93% | +1.10% | +58.21% | +19.23% | +13.47% | +8.83% |
| MSCI Europe (Net MA) | 13,114.82 | -$106.04 | -0.80% | -1.04% | +1.74% | +19.56% | +13.61% | +9.12% | +8.79% |
| MSCI EAFE (Net MA) | 11,323.83 | -$42.71 | -0.38% | +1.23% | +2.43% | +21.61% | +13.90% | +8.16% | +8.62% |
| MSCI EAFE Growth (Net MA) | 3,379.26 | -$27.44 | -0.81% | -2.29% | +2.49% | +12.87% | +7.68% | +3.70% | +7.30% |
| MSCI EAFE Sm Cap (Net MA) | 729.08 | +$0.22 | +0.03% | +1.67% | +2.92% | +25.83% | +12.88% | +4.63% | +7.60% |
| MSCI EAFE Val (Net MA) | 434.47 | +$0.02 | +0.00% | +4.52% | +2.38% | +30.54% | +20.25% | +12.54% | +9.65% |
| MSCI Golden Dragon | 585.96 | +$5.76 | +0.99% | +2.29% | +3.01% | +29.20% | +15.40% | +2.35% | +9.25% |
| MSCI US IM Biotechnology | 18,243.94 | -$60.10 | -0.33% | -0.59% | -2.23% | +22.83% | +13.21% | +9.38% | +10.31% |
| MSCI US IM Consumer Discr | 12,120.96 | -$110.09 | -0.90% | -9.69% | -0.57% | +10.76% | +14.10% | +4.86% | +12.43% |
| MSCI US IM Cons Staples | 8,730.76 | -$150.48 | -1.69% | +6.71% | -0.85% | +5.81% | +8.70% | +8.23% | +8.31% |
| MSCI US IM Energy | 9,110.06 | +$74.19 | +0.82% | +36.13% | -1.55% | +37.46% | +18.55% | +25.07% | +11.02% |
| MSCI US IM Financials | 5,217.53 | -$0.13 | -0.00% | -8.13% | +1.14% | +2.77% | +18.04% | +9.70% | +12.45% |
| MSCI US IM Health Care | 9,163.60 | +$18.48 | +0.20% | -4.84% | +0.10% | +4.81% | +6.28% | +5.20% | +9.94% |
| MSCI US IM Industrials | 12,369.13 | -$25.30 | -0.20% | +6.60% | +1.55% | +27.68% | +19.47% | +12.12% | +13.30% |
| MSCI US IM Info Tech | 25,060.39 | +$82.45 | +0.33% | -6.20% | +2.79% | +29.18% | +24.88% | +16.32% | +21.86% |
| MSCI US IM Materials | 9,030.49 | -$16.86 | -0.19% | +9.66% | +0.54% | +21.41% | +10.13% | +7.42% | +10.73% |
| MSCI US Semicon & Equip | 43,519.56 | +$591.50 | +1.38% | +2.41% | +4.59% | +72.62% | +52.23% | +33.11% | +32.75% |
| MSCI US IM Comm Svcs | 8,554.29 | +$85.74 | +1.01% | -4.19% | +3.21% | +31.71% | +29.31% | +11.16% | +11.79% |
| MSCI US IM Utilities | 11,494.83 | +$36.87 | +0.32% | +8.86% | +0.99% | +19.31% | +13.91% | +10.59% | +9.77% |
| MSCI World (N) | 13,924.86 | -$4.78 | -0.03% | -1.98% | +1.65% | +18.90% | +16.77% | +10.27% | +11.80% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,452.77 | -$36.91 | -0.57% | -5.63% | +0.77% | +9.56% | +12.74% | +5.37% | +11.69% |
| Russell Midcap Value | 7,594.59 | -$2.70 | -0.04% | +5.31% | +1.56% | +17.62% | +13.14% | +7.94% | +9.75% |
| Russell Top 200 | 21,099.67 | +$21.88 | +0.10% | -4.28% | +1.33% | +18.25% | +19.68% | +12.71% | +15.04% |
| Russell 1000 Growth | 4,519.96 | +$4.40 | +0.10% | -8.56% | +1.35% | +18.81% | +21.18% | +12.76% | +16.83% |
| Russell 1000 Value | 3,274.26 | +$0.11 | +0.00% | +3.45% | +1.32% | +15.87% | +14.31% | +9.43% | +10.58% |
| Russell 2000 | 13,994.36 | +$24.26 | +0.17% | +2.86% | +1.96% | +25.72% | +13.05% | +3.77% | +9.88% |
| Russell 2000 Growth | 12,076.87 | +$11.34 | +0.09% | -0.93% | +1.93% | +23.58% | +12.27% | +1.62% | +9.79% |
| Russell 2000 Value | 21,176.14 | +$54.05 | +0.26% | +7.04% | +1.99% | +28.09% | +13.80% | +5.79% | +9.61% |
| Russell 3000 Growth | 23,286.25 | +$22.61 | +0.10% | -8.28% | +1.39% | +18.75% | +20.64% | +12.05% | +16.38% |
| Russell 3000 Value | 16,946.12 | +$2.52 | +0.01% | +3.61% | +1.35% | +16.37% | +14.26% | +9.19% | +10.52% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,577.48 | +$6.19 | +0.39% | +6.70% | +1.96% | +7.26% | +9.15% | +5.57% | +4.75% |
| EPRA/NAREIT Dev xNthAm(N) | 4,003.61 | -$4.66 | -0.12% | -2.64% | +2.21% | +15.90% | +5.98% | -1.53% | +1.36% |
| J.P. Morgan EMBI Global | 1,011.18 | -$0.18 | -0.02% | -0.66% | +0.49% | +9.59% | +8.61% | +2.50% | +3.61% |
| ICE BofA US HY Const | 617.81 | -$0.29 | -0.05% | +0.08% | +0.64% | +6.90% | +8.50% | +4.19% | +6.04% |
| TOPIX Total Return Index | 6,507.63 | +$16.41 | +0.25% | +6.08% | +3.89% | +26.57% | +16.16% | +7.03% | +8.77% |
All market indices are unmanaged.
It is not possible to invest in an index.