Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 33,761.05 | +$424.38 | +1.27% | -7.09% | +9.70% | -5.98% | +6.93% | +8.45% | +9.70% |
| NASDAQ Comp. ex div Price | 13,047.19 | +$267.27 | +2.09% | -16.60% | +18.30% | -15.55% | +14.87% | +14.31% | +15.47% |
| S&P 500 (P) | 4,280.15 | +$72.88 | +1.73% | -10.20% | +13.07% | -6.03% | +11.49% | +10.83% | +11.59% |
| Russell 3000 | 13,848.85 | +$239.74 | +1.76% | -10.02% | +14.04% | -7.35% | +12.55% | +12.18% | +13.48% |
| MSCI EAFE (G) | 9,003.72 | -$26.85 | -0.30% | -13.95% | +6.58% | -13.86% | +3.64% | +3.11% | +6.28% |
| DJ US Total Stk Mkt | 209.09 | +$3.62 | +1.76% | -10.34% | +13.97% | -7.78% | +12.39% | +12.06% | +13.37% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 4,280.15 | +$72.88 | +1.73% | -10.20% | +13.07% | -6.03% | +11.49% | +10.83% | +11.59% |
| S&P MidCap 400 | 4,156.22 | +$63.37 | +1.55% | -7.12% | +15.43% | -5.70% | +10.16% | +9.06% | +12.05% |
| S&P/TSX Composite Index | 77,269.85 | +$766.64 | +1.00% | -4.51% | +8.20% | -2.77% | +10.40% | +8.09% | +5.95% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,252.31 | +$6.14 | +0.27% | -8.51% | +0.58% | -8.60% | -0.29% | +1.04% | +1.09% |
| BBg Int Govt/Cr Bond | 2,206.67 | +$4.10 | +0.19% | -5.92% | +0.91% | -6.48% | +0.39% | +1.37% | +1.52% |
| BBg MBS | 2,143.56 | +$7.19 | +0.34% | -6.77% | +2.20% | -6.69% | -0.53% | +0.91% | +1.42% |
| BBg Muni | 1,266.35 | -$0.86 | -0.07% | -6.76% | +2.44% | -6.93% | +0.43% | +1.88% | +2.49% |
| BBg US Agg Bond | 2,145.78 | +$7.83 | +0.37% | -8.89% | +1.63% | -9.12% | -0.21% | +1.28% | +1.65% |
| BBg US TIPS | 349.56 | +$1.13 | +0.32% | -6.35% | +2.82% | -3.58% | +4.39% | +4.00% | +1.97% |
| BBg US Universal | 573.68 | +$1.88 | +0.33% | -9.19% | +1.96% | -9.56% | -0.22% | +1.34% | +1.93% |
| BBg 1-3 Gov/Cred | 1,323.67 | +$0.22 | +0.02% | -3.06% | +0.05% | -3.22% | +0.51% | +1.12% | +1.03% |
| BBg 6M SWAP | 229.12 | +$0.02 | +0.01% | -0.18% | +0.12% | -0.25% | +0.61% | +1.16% | +0.76% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 15,555.66 | +$154.67 | +1.00% | -9.03% | +7.35% | -8.08% | +6.65% | +6.57% | +7.58% |
| LI Equity Inc Obj Index | 17,305.99 | +$243.61 | +1.43% | -2.97% | +8.83% | +1.04% | +9.89% | +9.38% | +10.80% |
| LI International Index | 2,139.98 | +$14.18 | +0.67% | -15.17% | +6.67% | -15.66% | +4.68% | +3.19% | +6.25% |
| LI Large Cap Core Index | 10,152.53 | +$168.28 | +1.69% | -9.64% | +12.46% | -6.46% | +11.47% | +11.24% | +12.54% |
| LI Large Cap Growth Index | 16,515.70 | +$301.31 | +1.86% | -19.64% | +16.36% | -19.46% | +12.07% | +13.57% | +14.34% |
| LI Large Cap Value Index | 38,814.67 | +$585.39 | +1.53% | -4.57% | +10.09% | -2.39% | +9.64% | +9.05% | +11.33% |
| LI Mid Cap Core Index | 3,090.80 | +$48.39 | +1.59% | -7.67% | +12.98% | -5.69% | +9.88% | +8.82% | +11.36% |
| LI Mid Cap Growth Index | 3,476.04 | +$58.91 | +1.72% | -19.73% | +17.64% | -23.43% | +6.34% | +10.21% | +12.01% |
| LI Mid Cap Value Index | 4,387.97 | +$62.40 | +1.44% | -3.38% | +11.77% | -0.09% | +10.61% | +7.62% | +10.71% |
| LI Multi Cap Core Index | 33,498.19 | +$557.49 | +1.69% | -10.00% | +12.99% | -8.02% | +11.80% | +10.97% | +12.39% |
| LI Multi Cap Growth Index | 14,471.15 | +$271.48 | +1.91% | -20.74% | +18.34% | -23.20% | +9.98% | +11.89% | +13.43% |
| LI Multi Cap Value Index | 14,831.00 | +$210.18 | +1.44% | -4.65% | +10.12% | -2.47% | +8.96% | +7.25% | +10.38% |
| LI Small Cap Core Index | 1,809.70 | +$31.65 | +1.78% | -7.32% | +14.72% | -6.56% | +9.24% | +8.23% | +10.98% |
| LI Small Cap Growth Index | 2,510.52 | +$41.35 | +1.67% | -16.41% | +16.79% | -20.44% | +7.38% | +10.92% | +12.00% |
| LI Small Cap Value Index | 2,641.95 | +$43.58 | +1.68% | -1.71% | +14.05% | +0.78% | +10.99% | +7.27% | +10.07% |
| LI General Muni Index | 1,411.03 | -$0.43 | -0.03% | -8.25% | +2.82% | -8.47% | +0.27% | +1.90% | +2.61% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 342.89 | +$3.69 | +1.09% | -11.86% | +10.42% | -10.48% | +8.52% | +7.86% | +9.35% |
| MSCI AC Wld exUS (Net MA) | 265.77 | -$0.02 | -0.01% | -13.91% | +5.41% | -15.13% | +3.07% | +2.61% | +5.20% |
| MSCI AC Asia ex Jap (G) | 1,577.61 | +$4.70 | +0.30% | -15.71% | +0.51% | -19.65% | +2.61% | +2.08% | +5.40% |
| MSCI Emerging Markets (G) | 2,523.58 | +$11.68 | +0.46% | -15.42% | +2.49% | -19.77% | +1.25% | +1.32% | +3.21% |
| MSCI EM Eur ME Africa (G) | 433.03 | -$1.32 | -0.30% | -22.11% | +8.61% | -24.39% | -5.35% | -1.92% | -1.12% |
| MSCI EM Latin America (G) | 7,216.09 | +$201.75 | +2.88% | +13.15% | +13.54% | -8.35% | -4.73% | -0.97% | -1.58% |
| MSCI Europe (Net MA) | 7,861.75 | -$66.11 | -0.83% | -15.73% | +6.15% | -14.86% | +3.81% | +2.82% | +6.10% |
| MSCI EAFE (Net MA) | 6,904.08 | -$20.69 | -0.30% | -14.15% | +6.57% | -14.13% | +3.37% | +2.83% | +5.98% |
| MSCI EAFE Growth (Net MA) | 2,461.20 | -$9.80 | -0.40% | -20.07% | +9.08% | -19.00% | +4.20% | +4.73% | +7.08% |
| MSCI EAFE Sm Cap (Net MA) | 490.68 | -$1.50 | -0.30% | -17.65% | +9.24% | -20.17% | +3.71% | +2.46% | +7.97% |
| MSCI EAFE Val (Net MA) | 222.85 | -$0.44 | -0.20% | -8.34% | +4.08% | -9.62% | +1.89% | +0.53% | +4.63% |
| MSCI Golden Dragon | 364.07 | +$1.41 | +0.39% | -18.41% | -4.87% | -23.52% | +1.26% | +1.91% | +6.57% |
| MSCI US IM Biotechnology | 12,129.76 | +$107.38 | +0.89% | -3.00% | +6.19% | -10.41% | +11.17% | +5.88% | +13.78% |
| MSCI US IM Consumer Discr | 9,204.33 | +$205.94 | +2.29% | -17.49% | +24.47% | -14.91% | +14.16% | +14.34% | +15.95% |
| MSCI US IM Cons Staples | 6,755.32 | +$62.70 | +0.94% | -1.30% | +5.00% | +6.37% | +10.96% | +9.13% | +10.68% |
| MSCI US IM Energy | 5,205.76 | +$43.83 | +0.85% | +45.28% | +11.35% | +66.09% | +14.69% | +7.97% | +3.98% |
| MSCI US IM Financials | 3,460.14 | +$55.61 | +1.63% | -8.30% | +13.59% | -6.02% | +7.87% | +7.89% | +12.73% |
| MSCI US IM Health Care | 7,878.14 | +$105.68 | +1.36% | -5.80% | +5.88% | -3.20% | +14.12% | +12.26% | +15.17% |
| MSCI US IM Industrials | 7,014.33 | +$111.69 | +1.62% | -5.85% | +16.06% | -7.21% | +8.83% | +8.82% | +12.53% |
| MSCI US IM Info Tech | 12,551.98 | +$258.70 | +2.10% | -14.77% | +19.06% | -9.44% | +20.49% | +21.04% | +19.48% |
| MSCI US IM Materials | 6,646.45 | +$129.08 | +1.98% | -8.34% | +11.51% | -4.78% | +12.56% | +8.89% | +10.56% |
| MSCI US Semicon & Equip | 10,551.62 | +$324.32 | +3.17% | -22.81% | +20.79% | -7.12% | +25.61% | +22.50% | +22.01% |
| MSCI US IM Comm Svcs | 4,104.59 | +$79.82 | +1.98% | -23.64% | +10.17% | -30.63% | +4.79% | +6.73% | +6.71% |
| MSCI US IM Utilities | 8,498.16 | +$141.34 | +1.69% | +8.31% | +9.56% | +15.15% | +10.09% | +10.00% | +10.86% |
| MSCI World (N) | 8,646.01 | +$99.49 | +1.16% | -11.37% | +11.49% | -9.16% | +9.58% | +8.81% | +10.21% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 4,581.80 | +$78.56 | +1.74% | -18.00% | +18.84% | -21.76% | +7.51% | +11.06% | +12.81% |
| Russell Midcap Value | 5,500.61 | +$85.24 | +1.57% | -5.04% | +13.35% | -2.85% | +9.38% | +7.75% | +11.47% |
| Russell Top 200 | 12,505.62 | +$218.17 | +1.78% | -10.22% | +13.26% | -5.80% | +14.19% | +13.63% | +14.20% |
| Russell 1000 Growth | 2,602.00 | +$50.26 | +1.97% | -15.85% | +16.99% | -11.93% | +16.05% | +16.30% | +15.95% |
| Russell 1000 Value | 2,232.23 | +$32.90 | +1.50% | -3.65% | +10.57% | -1.43% | +8.88% | +8.26% | +11.10% |
| Russell 2000 | 10,520.03 | +$217.51 | +2.11% | -9.48% | +18.21% | -14.29% | +7.51% | +7.12% | +10.60% |
| Russell 2000 Growth | 9,071.12 | +$191.63 | +2.16% | -15.38% | +19.95% | -23.18% | +4.71% | +6.87% | +10.66% |
| Russell 2000 Value | 15,973.03 | +$322.92 | +2.06% | -3.69% | +16.47% | -4.77% | +9.44% | +6.71% | +10.18% |
| Russell 3000 Growth | 13,614.49 | +$264.47 | +1.98% | -15.82% | +17.16% | -12.65% | +15.30% | +15.65% | +15.59% |
| Russell 3000 Value | 11,628.35 | +$175.36 | +1.53% | -3.66% | +10.92% | -1.65% | +8.90% | +8.15% | +11.03% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,381.62 | +$23.84 | +1.76% | -11.73% | +11.94% | -3.20% | +4.95% | +5.89% | +7.32% |
| EPRA/NAREIT Dev xNthAm(N) | 3,776.55 | -$4.77 | -0.13% | -14.83% | +7.05% | -18.64% | -3.07% | +0.16% | +3.59% |
| J.P. Morgan Glbl EMBI Idx | 784.99 | -$1.14 | -0.14% | -14.64% | +5.17% | -17.11% | -3.69% | -0.51% | +1.97% |
| ICE BofA US HY Const | 482.66 | -$0.36 | -0.07% | -7.51% | +7.58% | -7.73% | +1.72% | +2.90% | +4.81% |
| Tokyo Stock Idx | 3,193.27 | +$63.99 | +2.04% | -13.49% | +7.18% | -14.16% | +2.62% | +2.15% | +6.72% |
All market indices are unmanaged.
It is not possible to invest in an index.