Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 52,305.24 | -$13.97 | -0.03% | +8.83% | -0.03% | +18.65% | +14.99% | +8.68% | +11.30% |
| NASDAQ Comp. ex div Price | 26,040.03 | -$173.69 | -0.66% | +12.04% | -0.66% | +28.69% | +23.88% | +12.57% | +18.40% |
| S&P 500 (P) | 7,483.23 | -$16.12 | -0.22% | +9.32% | -0.22% | +20.86% | +19.00% | +11.78% | +13.58% |
| Russell 3000 | 25,127.67 | -$59.45 | -0.24% | +10.61% | -0.24% | +22.82% | +20.36% | +12.31% | +15.06% |
| MSCI EAFE (G) | 16,087.31 | -$76.26 | -0.47% | +9.32% | -0.47% | +20.80% | +17.02% | +9.60% | +10.20% |
| DJ US Total Stk Mkt | 380.14 | -$0.98 | -0.26% | +10.82% | -0.26% | +23.07% | +20.44% | +12.24% | +15.02% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 7,483.23 | -$16.12 | -0.22% | +9.32% | -0.22% | +20.86% | +19.00% | +11.78% | +13.58% |
| S&P MidCap 400 | 6,454.82 | -$55.25 | -0.85% | +16.34% | -0.85% | +25.89% | +15.41% | +9.07% | +11.65% |
| S&P/TSX Composite Index | 149,648.11 | $0.00 | 0.00% | +7.27% | -0.13% | +27.79% | +20.64% | +11.77% | +11.80% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,405.62 | -$4.59 | -0.19% | +0.09% | -0.19% | +2.72% | +3.20% | -0.38% | +0.90% |
| BBg Int Govt/Cr Bond | 2,503.48 | -$2.31 | -0.09% | +0.31% | -0.09% | +3.14% | +4.68% | +1.22% | +1.92% |
| BBg MBS | 2,358.78 | -$4.85 | -0.21% | +0.78% | -0.21% | +5.21% | +4.60% | +0.50% | +1.38% |
| BBg Muni | 1,423.24 | -$1.57 | -0.11% | +2.21% | -0.11% | +7.03% | +3.76% | +1.05% | +2.15% |
| BBg US Agg Bond | 2,358.88 | -$4.50 | -0.19% | +0.43% | -0.19% | +3.79% | +4.16% | +0.08% | +1.54% |
| BBg US TIPS | 376.08 | -$0.78 | -0.21% | +0.94% | -0.21% | +3.42% | +3.98% | +1.01% | +2.58% |
| BBg US Universal | 644.45 | -$1.14 | -0.18% | +0.60% | -0.18% | +4.15% | +4.70% | +0.44% | +1.95% |
| BBg 1-3 Gov/Cred | 1,523.64 | -$0.39 | -0.03% | +0.74% | -0.03% | +3.14% | +4.64% | +2.12% | +2.00% |
| BBg 6M SWAP | 270.18 | +$0.01 | +0.00% | +1.65% | 0.00% | +3.78% | +4.54% | +3.31% | +2.34% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 22,235.69 | -$65.36 | -0.29% | +6.05% | -0.29% | +13.79% | +12.27% | +6.32% | +8.49% |
| LI Equity Inc Obj Index | 26,816.69 | +$21.40 | +0.08% | +9.99% | +0.08% | +18.98% | +15.15% | +10.32% | +11.23% |
| LI International Index | 3,663.53 | -$33.11 | -0.90% | +8.91% | -0.90% | +19.78% | +16.47% | +8.26% | +9.82% |
| LI Large Cap Core Index | 18,533.04 | -$80.07 | -0.43% | +9.67% | -0.43% | +20.91% | +20.28% | +12.69% | +14.61% |
| LI Large Cap Growth Index | 33,085.95 | -$278.65 | -0.84% | +8.31% | -0.84% | +20.45% | +23.00% | +11.83% | +17.58% |
| LI Large Cap Value Index | 66,997.62 | +$187.15 | +0.28% | +11.54% | +0.28% | +22.52% | +18.48% | +11.86% | +12.65% |
| LI Mid Cap Core Index | 4,647.19 | -$12.86 | -0.28% | +13.90% | -0.28% | +20.86% | +14.51% | +8.28% | +11.06% |
| LI Mid Cap Growth Index | 4,553.22 | -$29.88 | -0.65% | +8.32% | -0.65% | +9.58% | +9.96% | +1.77% | +10.71% |
| LI Mid Cap Value Index | 6,524.36 | +$1.58 | +0.02% | +13.86% | +0.02% | +22.41% | +13.83% | +8.98% | +10.07% |
| LI Multi Cap Core Index | 60,701.70 | -$320.65 | -0.53% | +13.10% | -0.53% | +27.00% | +20.39% | +12.09% | +14.38% |
| LI Multi Cap Growth Index | 26,628.36 | -$247.71 | -0.92% | +9.58% | -0.92% | +20.44% | +21.84% | +8.94% | +15.78% |
| LI Multi Cap Value Index | 23,894.97 | +$61.48 | +0.26% | +12.35% | +0.26% | +22.73% | +16.20% | +10.24% | +10.89% |
| LI Small Cap Core Index | 2,749.35 | -$16.41 | -0.59% | +20.71% | -0.59% | +33.05% | +16.16% | +7.99% | +11.31% |
| LI Small Cap Growth Index | 3,822.86 | -$50.43 | -1.30% | +21.54% | -1.30% | +31.64% | +16.26% | +5.37% | +12.86% |
| LI Small Cap Value Index | 4,132.72 | -$7.46 | -0.18% | +20.37% | -0.18% | +35.79% | +17.12% | +9.97% | +11.15% |
| LI General Muni Index | 1,594.45 | -$1.25 | -0.08% | +2.62% | -0.08% | +7.24% | +4.16% | +0.84% | +2.20% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 619.24 | -$1.36 | -0.22% | +11.01% | -0.22% | +23.67% | +19.70% | +10.98% | +12.78% |
| MSCI AC Wld exUS (Net MA) | 478.73 | -$1.43 | -0.30% | +13.49% | -0.30% | +27.87% | +19.03% | +8.98% | +10.11% |
| MSCI AC Asia ex Jap (G) | 3,034.44 | -$0.69 | -0.02% | +26.31% | -0.02% | +46.41% | +24.90% | +7.78% | +11.25% |
| MSCI Emerging Markets (G) | 4,753.15 | -$1.42 | -0.03% | +23.99% | -0.03% | +44.18% | +23.62% | +7.69% | +10.52% |
| MSCI EM Eur ME Africa TR | 626.73 | +$2.31 | +0.37% | +2.92% | +0.37% | +16.45% | +15.29% | +2.75% | +5.14% |
| MSCI EM Latin America (G) | 11,840.76 | -$54.52 | -0.46% | +10.24% | -0.46% | +32.40% | +12.72% | +9.56% | +7.89% |
| MSCI Europe (Net MA) | 14,213.00 | -$115.51 | -0.81% | +7.25% | -0.81% | +19.05% | +16.57% | +9.84% | +10.23% |
| MSCI EAFE (Net MA) | 12,210.13 | -$57.92 | -0.47% | +9.15% | -0.47% | +20.54% | +16.74% | +9.31% | +9.90% |
| MSCI EAFE Growth (Net MA) | 3,761.11 | -$18.49 | -0.49% | +8.75% | -0.49% | +13.84% | +11.65% | +5.04% | +8.79% |
| MSCI EAFE Sm Cap (Net MA) | 775.24 | +$2.17 | +0.28% | +8.11% | +0.28% | +17.64% | +15.96% | +5.56% | +8.83% |
| MSCI EAFE Val (Net MA) | 454.89 | -$2.08 | -0.45% | +9.43% | -0.45% | +27.39% | +21.93% | +13.52% | +10.76% |
| MSCI Golden Dragon | 679.08 | +$10.41 | +1.56% | +18.55% | +1.56% | +36.84% | +23.91% | +4.99% | +10.97% |
| MSCI US IM Biotechnology | 20,428.41 | -$59.33 | -0.29% | +11.31% | -0.29% | +42.05% | +18.82% | +9.83% | +11.41% |
| MSCI US IM Consumer Discr | 13,425.33 | +$96.91 | +0.73% | +0.03% | +0.73% | +8.13% | +13.14% | +5.38% | +13.59% |
| MSCI US IM Cons Staples | 8,840.48 | -$20.41 | -0.23% | +8.05% | -0.23% | +5.16% | +8.48% | +7.61% | +7.87% |
| MSCI US IM Energy | 8,011.05 | -$50.70 | -0.63% | +19.71% | -0.63% | +29.41% | +13.35% | +18.79% | +8.33% |
| MSCI US IM Financials | 5,775.37 | +$118.95 | +2.10% | +1.69% | +2.10% | +5.32% | +19.78% | +10.10% | +13.18% |
| MSCI US IM Health Care | 10,139.92 | +$52.98 | +0.53% | +5.30% | +0.53% | +22.59% | +8.65% | +5.52% | +10.36% |
| MSCI US IM Industrials | 13,906.99 | -$186.88 | -1.33% | +19.86% | -1.33% | +30.16% | +22.19% | +14.49% | +14.79% |
| MSCI US IM Info Tech | 31,938.91 | -$609.07 | -1.87% | +19.55% | -1.87% | +39.67% | +31.10% | +20.59% | +25.67% |
| MSCI US IM Materials | 9,143.96 | -$10.98 | -0.12% | +11.04% | -0.12% | +19.38% | +9.81% | +6.77% | +10.43% |
| MSCI US Semicon & Equip | 60,641.21 | -$2,995.81 | -4.71% | +42.71% | -4.71% | +86.17% | +63.72% | +42.02% | +38.00% |
| MSCI US IM Comm Svcs | 9,226.25 | +$225.31 | +2.50% | +3.33% | +2.50% | +20.65% | +27.92% | +10.62% | +11.92% |
| MSCI US IM Utilities | 11,190.17 | -$143.12 | -1.26% | +5.98% | -1.26% | +14.11% | +14.82% | +10.58% | +8.95% |
| MSCI World (N) | 15,544.83 | -$38.01 | -0.24% | +9.43% | -0.24% | +21.34% | +19.24% | +11.47% | +13.14% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 7,259.19 | -$76.11 | -1.04% | +6.16% | -1.04% | +6.17% | +15.61% | +6.03% | +13.04% |
| Russell Midcap Value | 8,492.83 | +$12.93 | +0.15% | +17.76% | +0.15% | +26.62% | +16.51% | +9.48% | +10.63% |
| Russell Top 200 | 23,985.38 | -$59.18 | -0.25% | +8.81% | -0.25% | +22.11% | +21.68% | +14.03% | +16.45% |
| Russell 1000 Growth | 5,152.60 | -$54.00 | -1.04% | +4.24% | -1.04% | +17.71% | +22.58% | +13.71% | +18.58% |
| Russell 1000 Value | 3,699.33 | +$19.69 | +0.54% | +16.88% | +0.54% | +27.12% | +17.79% | +11.17% | +11.52% |
| Russell 2000 | 16,610.61 | -$64.35 | -0.39% | +22.10% | -0.39% | +40.78% | +18.60% | +6.98% | +11.62% |
| Russell 2000 Growth | 14,770.76 | -$122.96 | -0.83% | +21.17% | -0.83% | +38.74% | +18.44% | +5.57% | +11.97% |
| Russell 2000 Value | 24,352.35 | +$21.03 | +0.09% | +23.10% | +0.09% | +43.01% | +18.73% | +8.23% | +10.89% |
| Russell 3000 Growth | 26,606.76 | -$276.18 | -1.03% | +4.80% | -1.03% | +18.24% | +22.26% | +13.17% | +18.13% |
| Russell 3000 Value | 19,162.22 | +$98.51 | +0.52% | +17.16% | +0.52% | +27.78% | +17.81% | +10.97% | +11.48% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,743.66 | +$5.34 | +0.31% | +17.94% | +0.31% | +22.63% | +12.37% | +5.68% | +5.42% |
| EPRA/NAREIT Dev xNthAm(N) | 3,970.32 | -$31.33 | -0.78% | -3.45% | -0.78% | +2.19% | +7.93% | -2.34% | +1.59% |
| J.P. Morgan EMBI Global | 1,044.54 | -$2.33 | -0.22% | +2.62% | -0.22% | +10.62% | +9.49% | +2.52% | +3.48% |
| ICE BofA US HY Const | 628.90 | -$0.07 | -0.01% | +1.88% | -0.01% | +5.74% | +8.79% | +4.13% | +5.69% |
| TOPIX Total Return Index | 7,156.46 | +$29.86 | +0.42% | +14.91% | +0.49% | +27.32% | +18.54% | +9.65% | +9.85% |
All market indices are unmanaged.
It is not possible to invest in an index.