Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 49,499.20 | +$17.05 | +0.03% | +2.99% | +2.99% | +9.76% | +12.78% | +10.27% | +11.50% |
| NASDAQ Comp. ex div Price | 22,878.38 | -$273.69 | -1.18% | -1.56% | -1.56% | +19.54% | +26.52% | +12.41% | +17.66% |
| S&P 500 (P) | 6,908.86 | -$37.26 | -0.54% | +0.93% | +0.93% | +14.87% | +19.40% | +13.31% | +13.59% |
| Russell 3000 | 23,072.62 | -$87.36 | -0.38% | +1.57% | +1.57% | +15.32% | +20.18% | +13.60% | +15.13% |
| MSCI EAFE (G) | 16,121.64 | +$45.02 | +0.28% | +9.56% | +9.56% | +31.84% | +16.77% | +10.83% | +10.09% |
| DJ US Total Stk Mkt | 348.29 | -$1.38 | -0.40% | +1.54% | +1.54% | +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) | 6,908.86 | -$37.26 | -0.54% | +0.93% | +0.93% | +14.87% | +19.40% | +13.31% | +13.59% |
| S&P MidCap 400 | 6,058.98 | +$24.67 | +0.41% | +9.21% | +9.21% | +7.71% | +10.75% | +9.66% | +11.81% |
| S&P/TSX Composite Index | 146,845.07 | +$1,596.76 | +1.10% | +9.26% | +9.26% | +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 | 2,437.92 | +$4.83 | +0.20% | +1.44% | +1.44% | +5.67% | +2.77% | -0.77% | +1.17% |
| BBg Int Govt/Cr Bond | 2,521.14 | +$3.05 | +0.12% | +1.02% | +1.02% | +6.44% | +4.44% | +1.03% | +2.17% |
| BBg MBS | 2,383.86 | +$4.51 | +0.19% | +1.85% | +1.85% | +8.47% | +3.91% | +0.21% | +1.50% |
| BBg Muni | 1,421.52 | +$1.14 | +0.08% | +2.08% | +2.08% | +4.70% | +3.22% | +0.86% | +2.32% |
| BBg US Agg Bond | 2,384.56 | +$3.76 | +0.16% | +1.52% | +1.52% | +6.85% | +3.65% | -0.20% | +1.88% |
| BBg US TIPS | 378.09 | +$1.01 | +0.27% | +1.48% | +1.48% | +5.97% | +3.70% | +1.12% | +2.97% |
| BBg US Universal | 650.11 | +$0.89 | +0.14% | +1.48% | +1.48% | +7.10% | +4.22% | +0.21% | +2.34% |
| BBg 1-3 Gov/Cred | 1,522.20 | +$0.90 | +0.06% | +0.64% | +0.64% | +5.11% | +4.57% | +2.01% | +2.06% |
| BBg 6M SWAP | 267.16 | +$0.03 | +0.01% | +0.51% | +0.51% | +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 | 21,628.51 | -$14.36 | -0.07% | +3.15% | +3.15% | +12.86% | +11.49% | +7.25% | +8.69% |
| LI Equity Inc Obj Index | 25,751.28 | +$15.67 | +0.06% | +5.62% | +5.62% | +14.52% | +12.98% | +12.28% | +11.65% |
| LI International Index | 3,680.25 | -$1.28 | -0.03% | +9.41% | +9.41% | +30.21% | +15.79% | +9.45% | +9.71% |
| LI Large Cap Core Index | 17,110.94 | -$85.47 | -0.50% | +1.25% | +1.25% | +15.51% | +20.26% | +14.16% | +14.58% |
| LI Large Cap Growth Index | 29,664.58 | -$291.65 | -0.97% | -2.89% | -2.89% | +13.66% | +25.84% | +12.78% | +16.97% |
| LI Large Cap Value Index | 63,849.91 | +$73.85 | +0.12% | +6.30% | +6.30% | +17.97% | +16.32% | +14.12% | +12.97% |
| LI Mid Cap Core Index | 4,402.61 | +$30.89 | +0.71% | +7.91% | +7.91% | +8.52% | +10.62% | +9.69% | +11.18% |
| LI Mid Cap Growth Index | 4,301.77 | +$44.80 | +1.05% | +2.34% | +2.34% | -0.74% | +8.46% | +1.99% | +10.86% |
| LI Mid Cap Value Index | 6,269.31 | +$43.95 | +0.71% | +9.41% | +9.41% | +10.40% | +9.64% | +11.30% | +10.45% |
| LI Multi Cap Core Index | 55,151.57 | -$211.14 | -0.38% | +2.76% | +2.76% | +16.33% | +18.88% | +12.79% | +14.24% |
| LI Multi Cap Growth Index | 24,118.98 | -$42.42 | -0.18% | -0.74% | -0.74% | +10.87% | +22.37% | +9.11% | +15.23% |
| LI Multi Cap Value Index | 22,538.40 | +$93.10 | +0.41% | +5.97% | +5.97% | +14.60% | +13.18% | +12.52% | +11.19% |
| LI Small Cap Core Index | 2,474.50 | +$12.76 | +0.52% | +8.64% | +8.64% | +8.91% | +9.71% | +8.32% | +10.94% |
| LI Small Cap Growth Index | 3,339.12 | +$17.94 | +0.54% | +6.16% | +6.16% | +5.67% | +10.23% | +3.54% | +12.00% |
| LI Small Cap Value Index | 3,797.83 | +$17.43 | +0.46% | +10.62% | +10.62% | +13.81% | +10.55% | +11.89% | +10.92% |
| LI General Muni Index | 1,585.49 | +$1.81 | +0.11% | +2.05% | +2.05% | +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) | 583.12 | -$1.13 | -0.19% | +4.53% | +4.53% | +21.87% | +19.06% | +11.95% | +12.75% |
| MSCI AC Wld exUS (Net MA) | 468.99 | +$1.64 | +0.35% | +11.19% | +11.19% | +35.12% | +16.76% | +9.30% | +10.00% |
| MSCI AC Asia ex Jap (G) | 2,766.14 | +$16.28 | +0.59% | +15.15% | +15.15% | +42.85% | +16.75% | +4.97% | +10.66% |
| MSCI Emerging Markets (G) | 4,426.40 | +$14.54 | +0.33% | +15.46% | +15.46% | +43.67% | +17.32% | +5.81% | +10.53% |
| MSCI EM Eur ME Africa TR | 672.23 | -$6.41 | -0.94% | +10.39% | +10.39% | +37.67% | +17.41% | +6.92% | +7.41% |
| MSCI EM Latin America (G) | 12,937.73 | -$106.17 | -0.81% | +20.46% | +20.46% | +63.92% | +17.30% | +13.95% | +11.35% |
| MSCI Europe (Net MA) | 14,266.04 | -$9.96 | -0.07% | +7.65% | +7.65% | +32.80% | +17.04% | +11.91% | +10.05% |
| MSCI EAFE (Net MA) | 12,254.12 | +$34.17 | +0.28% | +9.55% | +9.55% | +31.54% | +16.46% | +10.52% | +9.79% |
| MSCI EAFE Growth (Net MA) | 3,723.78 | +$10.64 | +0.29% | +7.67% | +7.67% | +20.15% | +12.00% | +5.84% | +8.80% |
| MSCI EAFE Sm Cap (Net MA) | 788.17 | +$2.65 | +0.34% | +9.92% | +9.92% | +35.13% | +14.58% | +7.10% | +9.17% |
| MSCI EAFE Val (Net MA) | 462.64 | +$1.26 | +0.27% | +11.29% | +11.29% | +43.60% | +21.01% | +15.16% | +10.53% |
| MSCI Golden Dragon | 629.97 | -$5.80 | -0.91% | +9.97% | +9.97% | +42.92% | +16.92% | +3.31% | +11.21% |
| MSCI US IM Biotechnology | 19,181.17 | -$174.07 | -0.90% | +4.52% | +4.52% | +25.73% | +12.78% | +8.31% | +10.46% |
| MSCI US IM Consumer Discr | 12,967.88 | -$23.40 | -0.18% | -3.37% | -3.37% | +2.90% | +18.52% | +7.94% | +14.54% |
| MSCI US IM Cons Staples | 9,366.05 | -$25.80 | -0.27% | +14.47% | +14.47% | +8.56% | +9.31% | +9.68% | +8.86% |
| MSCI US IM Energy | 8,248.29 | +$30.40 | +0.37% | +23.26% | +23.26% | +20.58% | +8.34% | +26.10% | +9.72% |
| MSCI US IM Financials | 5,468.48 | +$67.62 | +1.25% | -3.72% | -3.72% | +5.84% | +15.99% | +15.18% | +13.86% |
| MSCI US IM Health Care | 9,751.62 | -$13.54 | -0.14% | +1.27% | +1.27% | +8.01% | +7.01% | +6.26% | +10.76% |
| MSCI US IM Industrials | 13,300.90 | +$80.87 | +0.61% | +14.63% | +14.63% | +21.50% | +20.04% | +15.78% | +14.81% |
| MSCI US IM Info Tech | 25,881.37 | -$458.93 | -1.74% | -3.13% | -3.13% | +24.03% | +32.34% | +18.59% | +23.70% |
| MSCI US IM Materials | 9,621.34 | +$7.43 | +0.08% | +16.84% | +16.84% | +16.09% | +8.35% | +9.99% | +12.36% |
| MSCI US Semicon & Equip | 44,373.78 | -$1,956.85 | -4.22% | +4.42% | +4.42% | +62.75% | +64.47% | +37.17% | +34.79% |
| MSCI US IM Comm Svcs | 8,803.78 | -$57.90 | -0.65% | -1.40% | -1.40% | +28.07% | +36.89% | +15.90% | +14.17% |
| MSCI US IM Utilities | 11,633.54 | -$41.72 | -0.36% | +10.18% | +10.18% | +15.04% | +11.13% | +10.16% | +10.18% |
| MSCI World (N) | 14,658.29 | -$38.84 | -0.26% | +3.19% | +3.19% | +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 | 6,903.09 | +$93.74 | +1.38% | +0.95% | +0.95% | +1.25% | +15.04% | +6.53% | +13.28% |
| Russell Midcap Value | 7,895.28 | +$50.04 | +0.64% | +9.48% | +9.48% | +11.87% | +10.94% | +10.80% | +10.87% |
| Russell Top 200 | 21,986.31 | -$164.55 | -0.74% | -0.26% | -0.26% | +16.96% | +23.34% | +15.60% | +16.48% |
| Russell 1000 Growth | 4,745.40 | -$43.37 | -0.91% | -4.00% | -4.00% | +14.50% | +27.05% | +15.14% | +18.63% |
| Russell 1000 Value | 3,392.50 | +$5.49 | +0.16% | +7.19% | +7.19% | +15.83% | +13.67% | +12.53% | +11.61% |
| Russell 2000 | 14,692.29 | +$76.91 | +0.53% | +8.00% | +8.00% | +15.81% | +12.20% | +6.16% | +11.21% |
| Russell 2000 Growth | 12,854.54 | +$71.02 | +0.56% | +5.45% | +5.45% | +13.91% | +13.45% | +3.01% | +11.27% |
| Russell 2000 Value | 21,917.56 | +$108.05 | +0.50% | +10.79% | +10.79% | +17.90% | +10.81% | +9.21% | +10.76% |
| Russell 3000 Growth | 24,462.75 | -$221.99 | -0.90% | -3.65% | -3.65% | +14.32% | +26.24% | +14.38% | +18.16% |
| Russell 3000 Value | 17,557.02 | +$31.02 | +0.18% | +7.34% | +7.34% | +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 | 1,642.25 | +$12.09 | +0.74% | +11.08% | +11.08% | +5.53% | +5.82% | +7.30% | +5.53% |
| EPRA/NAREIT Dev xNthAm(N) | 4,542.37 | +$20.86 | +0.46% | +10.46% | +10.46% | +27.52% | +6.59% | +0.98% | +3.35% |
| J.P. Morgan EMBI Global | 1,038.16 | -$0.28 | -0.03% | +1.99% | +1.99% | +12.70% | +8.92% | +2.10% | +4.34% |
| ICE BofA US HY Const | 622.21 | -$0.17 | -0.03% | +0.80% | +0.80% | +7.54% | +8.81% | +4.52% | +6.66% |
| TOPIX Total Return Index | 6,844.15 | +$67.15 | +0.99% | +14.38% | +14.38% | +31.57% | +17.86% | +8.59% | +9.47% |
All market indices are unmanaged.
It is not possible to invest in an index.