Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 47,706.37 | +$161.79 | +0.34% | +12.13% | +2.82% | +9.61% | +17.33% | +10.80% | +11.04% |
| NASDAQ Comp. ex div Price | 23,827.49 | +$190.04 | +0.80% | +23.39% | +5.15% | +24.58% | +28.92% | +15.20% | +17.24% |
| S&P 500 (P) | 6,890.89 | +$15.73 | +0.23% | +17.16% | +3.03% | +16.07% | +23.10% | +14.74% | +13.29% |
| Russell 3000 | 22,831.50 | +$25.11 | +0.11% | +17.74% | +2.92% | +17.41% | +24.12% | +15.74% | +14.71% |
| MSCI EAFE (G) | 14,354.27 | -$5.21 | -0.04% | +28.65% | +2.33% | +15.58% | +22.33% | +11.71% | +8.70% |
| DJ US Total Stk Mkt | 345.02 | +$0.39 | +0.11% | +17.74% | +2.95% | +17.46% | +24.16% | +15.69% | +14.64% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 6,890.89 | +$15.73 | +0.23% | +17.16% | +3.03% | +16.07% | +23.10% | +14.74% | +13.29% |
| S&P MidCap 400 | 5,490.83 | -$47.40 | -0.86% | +6.39% | +0.59% | +6.13% | +15.84% | +13.61% | +10.82% |
| S&P/TSX Composite Index | 128,538.68 | +$608.16 | +0.48% | +29.74% | +1.28% | +24.86% | +20.81% | +15.73% | +11.40% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,411.34 | +$2.04 | +0.08% | +6.66% | +1.24% | +2.08% | +3.58% | -1.27% | +1.20% |
| BBg Int Govt/Cr Bond | 2,486.65 | +$0.95 | +0.04% | +6.58% | +0.83% | +4.01% | +5.18% | +0.81% | +2.10% |
| BBg MBS | 2,339.51 | +$3.67 | +0.16% | +8.54% | +1.66% | +3.39% | +5.05% | -0.14% | +1.41% |
| BBg Muni | 1,389.75 | +$0.07 | +0.00% | +4.04% | +1.36% | +1.39% | +4.74% | +0.86% | +2.34% |
| BBg US Agg Bond | 2,355.42 | +$2.07 | +0.09% | +7.60% | +1.38% | +2.88% | +4.93% | -0.45% | +1.84% |
| BBg US TIPS | 375.44 | +$0.30 | +0.08% | +7.84% | +0.91% | +3.79% | +4.88% | +1.42% | +3.01% |
| BBg US Universal | 641.67 | +$0.54 | +0.08% | +7.76% | +1.36% | +3.40% | +5.60% | +0.08% | +2.26% |
| BBg 1-3 Gov/Cred | 1,502.73 | +$0.35 | +0.02% | +4.67% | +0.51% | +4.12% | +4.68% | +1.78% | +1.94% |
| BBg 6M SWAP | 264.06 | +$0.04 | +0.01% | +3.43% | +0.33% | +4.19% | +4.69% | +2.78% | +2.10% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 20,882.07 | -$6.37 | -0.03% | +12.94% | +1.77% | +9.59% | +14.24% | +8.27% | +8.26% |
| LI Equity Inc Obj Index | 23,901.00 | -$145.74 | -0.61% | +12.94% | +0.92% | +9.89% | +16.48% | +13.30% | +11.10% |
| LI International Index | 3,299.00 | -$5.98 | -0.18% | +27.37% | +1.90% | +15.44% | +21.51% | +10.79% | +8.49% |
| LI Large Cap Core Index | 16,949.50 | +$32.08 | +0.19% | +18.07% | +2.88% | +16.06% | +24.26% | +15.69% | +14.24% |
| LI Large Cap Growth Index | 31,380.19 | +$252.73 | +0.81% | +20.99% | +4.19% | +22.53% | +30.41% | +14.80% | +16.84% |
| LI Large Cap Value Index | 58,529.56 | -$267.34 | -0.45% | +16.00% | +1.35% | +13.09% | +20.09% | +15.75% | +12.09% |
| LI Mid Cap Core Index | 4,033.82 | -$34.67 | -0.85% | +7.46% | +0.13% | +6.43% | +15.31% | +12.73% | +10.19% |
| LI Mid Cap Growth Index | 4,308.08 | -$34.55 | -0.80% | +6.36% | +1.09% | +6.93% | +13.77% | +5.58% | +10.37% |
| LI Mid Cap Value Index | 5,620.75 | -$72.90 | -1.28% | +6.91% | -0.65% | +5.28% | +15.00% | +15.17% | +9.33% |
| LI Multi Cap Core Index | 53,460.08 | +$3.20 | +0.01% | +17.06% | +2.76% | +15.71% | +22.61% | +14.79% | +13.47% |
| LI Multi Cap Growth Index | 24,621.55 | +$27.92 | +0.11% | +18.06% | +2.67% | +23.15% | +26.40% | +11.99% | +14.79% |
| LI Multi Cap Value Index | 20,661.31 | -$131.49 | -0.63% | +11.86% | +1.23% | +8.61% | +17.15% | +14.85% | +10.00% |
| LI Small Cap Core Index | 2,261.97 | -$14.44 | -0.63% | +6.40% | +0.94% | +5.22% | +14.02% | +13.33% | +9.76% |
| LI Small Cap Growth Index | 3,199.96 | -$15.57 | -0.48% | +7.85% | +3.04% | +5.32% | +13.98% | +7.41% | +10.73% |
| LI Small Cap Value Index | 3,342.27 | -$19.37 | -0.58% | +6.72% | +0.20% | +6.72% | +14.57% | +16.56% | +9.47% |
| LI General Muni Index | 1,551.86 | +$0.28 | +0.02% | +3.30% | +1.32% | +0.85% | +5.08% | +1.03% | +2.42% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 556.14 | +$0.61 | +0.11% | +21.96% | +2.98% | +17.27% | +23.12% | +13.54% | +11.91% |
| MSCI AC Wld exUS (Net MA) | 412.88 | -$0.25 | -0.06% | +29.83% | +2.85% | +16.67% | +20.89% | +10.45% | +8.41% |
| MSCI AC Asia ex Jap (G) | 2,408.22 | -$13.72 | -0.57% | +33.35% | +4.59% | +18.05% | +19.34% | +6.88% | +8.88% |
| MSCI Emerging Markets (G) | 3,814.63 | -$14.32 | -0.37% | +33.69% | +4.27% | +18.17% | +18.81% | +7.51% | +8.43% |
| MSCI EM Eur ME Africa TR | 597.53 | +$6.10 | +1.03% | +29.80% | +2.05% | +22.13% | +15.70% | +7.78% | +4.74% |
| MSCI EM Latin America (G) | 9,955.85 | +$86.47 | +0.88% | +44.30% | +0.45% | +21.05% | +14.56% | +14.11% | +8.10% |
| MSCI Europe (Net MA) | 12,773.90 | -$2.57 | -0.02% | +31.00% | +2.41% | +15.51% | +23.29% | +12.51% | +8.44% |
| MSCI EAFE (Net MA) | 10,913.78 | -$4.02 | -0.04% | +28.38% | +2.33% | +15.31% | +22.00% | +11.41% | +8.40% |
| MSCI EAFE Growth (Net MA) | 3,490.87 | -$11.89 | -0.34% | +22.09% | +2.83% | +7.94% | +18.02% | +6.80% | +8.09% |
| MSCI EAFE Sm Cap (Net MA) | 701.29 | -$5.13 | -0.73% | +29.23% | +0.45% | +17.92% | +19.89% | +8.67% | +8.10% |
| MSCI EAFE Val (Net MA) | 392.44 | +$1.05 | +0.27% | +34.81% | +1.83% | +23.01% | +26.07% | +16.01% | +8.46% |
| MSCI Golden Dragon | 587.66 | -$3.04 | -0.51% | +38.34% | +2.29% | +29.91% | +23.16% | +5.92% | +9.67% |
| MSCI US IM Biotechnology | 17,299.70 | +$55.06 | +0.32% | +22.21% | +5.50% | +2.78% | +13.51% | +8.25% | +8.05% |
| MSCI US IM Consumer Discr | 13,545.39 | +$26.60 | +0.20% | +6.85% | +1.06% | +18.36% | +20.47% | +10.97% | +14.17% |
| MSCI US IM Cons Staples | 8,218.57 | -$75.12 | -0.91% | +3.49% | +0.02% | +0.55% | +10.97% | +8.66% | +8.89% |
| MSCI US IM Energy | 6,501.51 | -$65.35 | -1.00% | +4.50% | -1.80% | +5.66% | +11.08% | +30.27% | +7.63% |
| MSCI US IM Financials | 5,465.68 | -$35.68 | -0.65% | +10.65% | -1.67% | +21.53% | +23.45% | +20.11% | +13.43% |
| MSCI US IM Health Care | 9,045.98 | -$61.10 | -0.67% | +8.54% | +4.72% | -6.46% | +6.81% | +6.53% | +9.45% |
| MSCI US IM Industrials | 11,614.12 | -$81.83 | -0.70% | +18.74% | +1.14% | +15.39% | +25.22% | +17.02% | +13.91% |
| MSCI US IM Info Tech | 28,223.12 | +$406.36 | +1.46% | +30.27% | +6.88% | +28.92% | +38.50% | +21.64% | +24.04% |
| MSCI US IM Materials | 7,992.69 | +$0.79 | +0.01% | +9.07% | -1.29% | -1.39% | +13.44% | +10.81% | +11.00% |
| MSCI US Semicon & Equip | 44,736.54 | +$1,326.93 | +3.06% | +52.29% | +10.89% | +45.80% | +72.77% | +39.54% | +33.93% |
| MSCI US IM Comm Svcs | 8,643.94 | -$22.42 | -0.26% | +28.10% | +3.18% | +35.00% | +37.01% | +16.42% | +14.27% |
| MSCI US IM Utilities | 11,069.00 | -$183.63 | -1.63% | +22.10% | +3.18% | +12.08% | +13.68% | +11.52% | +10.90% |
| MSCI World (N) | 14,164.97 | +$23.83 | +0.17% | +20.75% | +2.82% | +17.25% | +23.72% | +14.41% | +12.43% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 7,174.44 | -$76.60 | -1.06% | +14.01% | +1.04% | +22.02% | +22.85% | +11.26% | +13.37% |
| Russell Midcap Value | 7,097.28 | -$70.53 | -0.98% | +9.28% | -0.19% | +7.58% | +15.51% | +13.66% | +9.96% |
| Russell Top 200 | 22,182.77 | +$94.32 | +0.43% | +19.94% | +3.64% | +19.61% | +26.84% | +17.02% | +16.30% |
| Russell 1000 Growth | 5,104.14 | +$42.26 | +0.83% | +22.42% | +4.42% | +25.53% | +31.61% | +17.58% | +18.83% |
| Russell 1000 Value | 3,085.02 | -$21.51 | -0.69% | +12.98% | +1.18% | +9.44% | +16.96% | +13.88% | +10.72% |
| Russell 2000 | 13,701.56 | -$75.35 | -0.55% | +13.61% | +2.92% | +10.76% | +15.21% | +11.56% | +9.77% |
| Russell 2000 Growth | 12,492.80 | -$67.25 | -0.54% | +15.82% | +3.73% | +13.56% | +16.68% | +8.41% | +9.91% |
| Russell 2000 Value | 19,548.51 | -$110.03 | -0.56% | +11.26% | +2.03% | +7.88% | +13.56% | +14.59% | +9.23% |
| Russell 3000 Growth | 26,176.50 | +$182.04 | +0.70% | +21.82% | +4.28% | +24.79% | +30.76% | +17.03% | +18.26% |
| Russell 3000 Value | 15,951.97 | -$110.29 | -0.69% | +12.85% | +1.22% | +9.33% | +16.76% | +13.92% | +10.63% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,489.90 | -$30.33 | -2.00% | +4.48% | 0.00% | -1.73% | +10.46% | +9.42% | +5.64% |
| EPRA/NAREIT Dev xNthAm(N) | 4,113.02 | -$5.81 | -0.14% | +25.80% | +1.45% | +5.49% | +10.04% | +2.03% | +2.28% |
| J.P. Morgan EMBI Global | 1,011.42 | +$1.48 | +0.15% | +12.73% | +2.38% | +7.78% | +11.38% | +2.22% | +4.11% |
| ICE BofA US HY Const | 612.42 | +$0.13 | +0.02% | +7.65% | +0.55% | +7.23% | +10.98% | +5.53% | +6.06% |
| TOPIX Total Return Index | 5,784.72 | -$68.97 | -1.18% | +24.71% | +1.65% | +17.73% | +21.70% | +9.25% | +8.59% |
All market indices are unmanaged.
It is not possible to invest in an index.