Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 51,231.64 | +$51.77 | +0.10% | +6.59% | +0.64% | +9.72% | +14.96% | +8.51% | +10.77% |
| NASDAQ Comp. ex div Price | 27,193.34 | -$345.35 | -1.25% | +17.00% | +1.24% | +18.54% | +26.66% | +13.20% | +17.59% |
| S&P 500 (P) | 7,765.36 | -$36.41 | -0.47% | +13.44% | +1.49% | +14.40% | +21.29% | +12.18% | +13.44% |
| Russell 3000 | 25,925.55 | -$102.43 | -0.39% | +14.13% | +1.51% | +15.13% | +22.26% | +12.64% | +14.73% |
| MSCI EAFE (G) | 15,962.65 | -$147.13 | -0.91% | +8.48% | -2.10% | +16.24% | +18.99% | +9.87% | +9.60% |
| DJ US Total Stk Mkt | 391.83 | -$1.69 | -0.43% | +14.23% | +1.42% | +15.28% | +22.34% | +12.58% | +14.68% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 7,765.36 | -$36.41 | -0.47% | +13.44% | +1.49% | +14.40% | +21.29% | +12.18% | +13.44% |
| S&P MidCap 400 | 6,189.22 | +$21.53 | +0.35% | +11.55% | +1.53% | +11.69% | +14.54% | +8.03% | +10.47% |
| S&P/TSX Composite Index | 151,719.47 | +$446.90 | +0.30% | +8.57% | -0.45% | +17.63% | +23.04% | +12.59% | +11.51% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,346.31 | +$6.39 | +0.27% | -2.38% | +0.38% | -1.86% | +3.19% | -1.00% | +0.61% |
| BBg Int Govt/Cr Bond | 2,468.82 | +$3.50 | +0.14% | -1.08% | +0.42% | -0.31% | +4.31% | +0.83% | +1.71% |
| BBg MBS | 2,276.70 | +$12.19 | +0.54% | -2.73% | +0.60% | -1.65% | +4.53% | -0.39% | +0.88% |
| BBg Muni | 1,334.02 | -$0.63 | -0.05% | -4.20% | -0.03% | -2.68% | +2.89% | -0.21% | +1.51% |
| BBg US Agg Bond | 2,291.14 | +$7.68 | +0.34% | -2.46% | +0.47% | -1.84% | +4.06% | -0.64% | +1.14% |
| BBg US TIPS | 366.18 | +$0.85 | +0.23% | -1.71% | +0.42% | -1.99% | +3.75% | 0.00% | +2.15% |
| BBg US Universal | 626.52 | +$1.86 | +0.30% | -2.20% | +0.43% | -1.45% | +4.53% | -0.26% | +1.50% |
| BBg 1-3 Gov/Cred | 1,526.08 | +$0.62 | +0.04% | +0.90% | +0.31% | +1.75% | +4.33% | +2.07% | +1.98% |
| BBg 6M SWAP | 272.79 | +$0.03 | +0.01% | +2.63% | +0.10% | +3.54% | +4.39% | +3.48% | +2.42% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 22,238.59 | -$19.98 | -0.09% | +6.06% | +0.76% | +7.57% | +12.97% | +6.17% | +8.05% |
| LI Equity Inc Obj Index | 27,243.40 | +$75.13 | +0.28% | +11.74% | +1.58% | +13.24% | +16.53% | +10.45% | +10.97% |
| LI International Index | 3,643.78 | -$26.13 | -0.71% | +8.33% | -1.22% | +13.93% | +18.36% | +8.52% | +9.09% |
| LI Large Cap Core Index | 19,084.76 | -$107.95 | -0.56% | +12.93% | +1.31% | +14.35% | +21.86% | +13.07% | +14.23% |
| LI Large Cap Growth Index | 34,325.18 | -$464.88 | -1.34% | +12.37% | +1.21% | +12.61% | +24.99% | +12.09% | +17.01% |
| LI Large Cap Value Index | 68,590.40 | +$305.00 | +0.45% | +14.19% | +1.80% | +16.67% | +19.67% | +12.26% | +12.27% |
| LI Mid Cap Core Index | 4,529.51 | +$20.41 | +0.45% | +11.02% | +1.84% | +10.40% | +14.35% | +7.46% | +9.97% |
| LI Mid Cap Growth Index | 4,402.24 | -$10.46 | -0.24% | +4.73% | +1.80% | +1.47% | +9.89% | +0.48% | +9.57% |
| LI Mid Cap Value Index | 6,446.22 | +$65.86 | +1.03% | +12.50% | +1.63% | +12.12% | +13.93% | +8.70% | +9.17% |
| LI Multi Cap Core Index | 62,093.59 | -$298.32 | -0.48% | +15.70% | +1.33% | +17.79% | +21.86% | +12.29% | +13.89% |
| LI Multi Cap Growth Index | 26,908.35 | -$295.86 | -1.09% | +10.74% | +1.69% | +10.34% | +22.89% | +8.70% | +14.87% |
| LI Multi Cap Value Index | 24,532.67 | +$106.71 | +0.44% | +15.34% | +1.55% | +18.37% | +17.57% | +10.77% | +10.59% |
| LI Small Cap Core Index | 2,590.54 | +$2.80 | +0.11% | +13.74% | +0.64% | +14.86% | +14.96% | +6.90% | +9.78% |
| LI Small Cap Growth Index | 3,452.77 | -$13.56 | -0.39% | +9.77% | -0.35% | +11.57% | +14.24% | +3.33% | +10.79% |
| LI Small Cap Value Index | 3,985.33 | +$27.49 | +0.69% | +16.08% | +1.33% | +17.90% | +15.61% | +9.22% | +9.73% |
| LI General Muni Index | 1,491.85 | -$0.69 | -0.05% | -3.98% | -0.42% | -2.19% | +3.29% | -0.32% | +1.57% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 633.62 | -$4.22 | -0.66% | +13.58% | +0.49% | +16.75% | +21.73% | +11.57% | +12.38% |
| MSCI AC Wld exUS (Net MA) | 475.96 | -$4.92 | -1.02% | +12.84% | -1.37% | +20.21% | +20.76% | +9.74% | +9.43% |
| MSCI AC Asia ex Jap (G) | 2,996.06 | -$56.00 | -1.83% | +24.72% | -1.06% | +31.51% | +26.17% | +9.84% | +10.14% |
| MSCI Emerging Markets (G) | 4,726.87 | -$75.13 | -1.56% | +23.30% | -0.34% | +29.65% | +24.69% | +9.44% | +9.53% |
| MSCI EM Eur ME Africa TR | 624.26 | -$6.57 | -1.04% | +2.52% | -3.02% | +9.94% | +17.11% | +2.50% | +4.87% |
| MSCI EM Latin America (G) | 13,539.37 | +$60.49 | +0.45% | +26.06% | +9.41% | +24.86% | +16.04% | +13.61% | +7.74% |
| MSCI Europe (Net MA) | 13,731.34 | -$85.61 | -0.62% | +3.62% | -2.59% | +13.01% | +17.91% | +9.81% | +9.47% |
| MSCI EAFE (Net MA) | 12,111.37 | -$111.63 | -0.91% | +8.27% | -2.10% | +16.00% | +18.70% | +9.58% | +9.31% |
| MSCI EAFE Growth (Net MA) | 3,633.15 | -$33.53 | -0.91% | +5.05% | -1.40% | +8.54% | +14.08% | +4.49% | +7.98% |
| MSCI EAFE Sm Cap (Net MA) | 777.06 | -$7.71 | -0.98% | +8.37% | -2.34% | +13.97% | +18.47% | +5.98% | +8.24% |
| MSCI EAFE Val (Net MA) | 463.42 | -$4.27 | -0.91% | +11.48% | -2.79% | +23.70% | +23.41% | +14.69% | +10.38% |
| MSCI Golden Dragon | 700.93 | -$10.04 | -1.41% | +22.36% | +0.20% | +21.76% | +27.73% | +8.99% | +10.11% |
| MSCI US IM Biotechnology | 21,992.33 | -$103.76 | -0.47% | +19.83% | -1.67% | +36.39% | +21.37% | +12.03% | +11.36% |
| MSCI US IM Consumer Discr | 12,906.11 | -$40.45 | -0.31% | -3.83% | +2.63% | -6.18% | +12.69% | +4.34% | +12.54% |
| MSCI US IM Cons Staples | 9,004.40 | +$185.51 | +2.10% | +10.05% | +3.89% | +5.48% | +9.78% | +7.35% | +7.90% |
| MSCI US IM Energy | 9,870.26 | +$268.06 | +2.79% | +47.49% | +5.94% | +40.73% | +14.24% | +22.59% | +9.59% |
| MSCI US IM Financials | 5,700.55 | +$53.18 | +0.94% | +0.37% | +1.61% | +0.93% | +19.66% | +9.27% | +12.56% |
| MSCI US IM Health Care | 10,620.53 | -$48.75 | -0.46% | +10.29% | -0.63% | +23.73% | +12.18% | +6.66% | +10.75% |
| MSCI US IM Industrials | 12,643.28 | +$22.42 | +0.18% | +8.97% | +0.77% | +9.26% | +19.48% | +12.78% | +12.93% |
| MSCI US IM Info Tech | 35,159.23 | -$618.81 | -1.73% | +31.60% | +1.25% | +31.50% | +36.52% | +21.93% | +24.97% |
| MSCI US IM Materials | 8,849.93 | +$37.18 | +0.42% | +7.47% | +1.08% | +8.12% | +9.96% | +6.63% | +9.41% |
| MSCI US Semicon & Equip | 62,557.74 | -$2,154.46 | -3.33% | +47.22% | +0.11% | +54.89% | +64.40% | +41.96% | +35.35% |
| MSCI US IM Comm Svcs | 9,371.67 | -$11.97 | -0.13% | +4.96% | +0.97% | +10.80% | +28.28% | +11.27% | +12.81% |
| MSCI US IM Utilities | 10,363.59 | -$28.23 | -0.27% | -1.85% | +3.97% | -7.09% | +13.74% | +7.54% | +8.19% |
| MSCI World (N) | 15,970.69 | -$86.59 | -0.54% | +12.42% | +0.60% | +15.24% | +21.40% | +11.89% | +12.81% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 7,063.87 | -$32.27 | -0.45% | +3.31% | +2.28% | -2.73% | +15.36% | +4.92% | +11.86% |
| Russell Midcap Value | 8,477.10 | +$57.86 | +0.69% | +17.54% | +1.99% | +16.89% | +17.50% | +9.26% | +9.93% |
| Russell Top 200 | 25,122.02 | -$150.42 | -0.60% | +13.97% | +1.47% | +15.68% | +23.98% | +14.56% | +16.35% |
| Russell 1000 Growth | 5,333.79 | -$70.96 | -1.31% | +7.90% | +1.51% | +7.50% | +24.26% | +13.66% | +18.16% |
| Russell 1000 Value | 3,837.27 | +$17.17 | +0.45% | +21.24% | +1.65% | +23.81% | +20.07% | +11.92% | +11.43% |
| Russell 2000 | 15,456.61 | +$5.41 | +0.04% | +13.61% | -0.08% | +16.20% | +17.72% | +6.34% | +9.84% |
| Russell 2000 Growth | 13,369.42 | -$65.96 | -0.49% | +9.67% | -0.93% | +12.05% | +17.55% | +4.72% | +9.90% |
| Russell 2000 Value | 23,319.27 | +$132.45 | +0.57% | +17.88% | +0.79% | +20.77% | +17.93% | +7.80% | +9.40% |
| Russell 3000 Growth | 27,384.08 | -$355.05 | -1.28% | +7.86% | +1.40% | +7.58% | +23.84% | +13.11% | +17.62% |
| Russell 3000 Value | 19,814.88 | +$89.55 | +0.45% | +21.15% | +1.62% | +23.73% | +19.97% | +11.68% | +11.31% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,623.09 | +$10.30 | +0.64% | +9.79% | -0.96% | +10.00% | +13.02% | +4.18% | +4.93% |
| EPRA/NAREIT Dev xNthAm(N) | 3,658.78 | -$23.72 | -0.64% | -11.03% | -3.20% | -6.77% | +6.78% | -2.87% | +0.54% |
| J.P. Morgan EMBI Global | 1,007.78 | +$1.79 | +0.18% | -0.99% | +0.25% | +1.76% | +8.98% | +1.80% | +2.68% |
| ICE BofA US HY Const | 618.37 | -$0.46 | -0.08% | +0.17% | +0.13% | +1.39% | +7.94% | +3.56% | +4.94% |
| TOPIX Total Return Index | 7,365.99 | -$112.79 | -1.51% | +21.40% | -1.10% | +25.86% | +21.69% | +10.18% | +9.73% |
All market indices are unmanaged.
It is not possible to invest in an index.