Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 51,654.95 | +$423.30 | +0.83% | +7.47% | +1.47% | +9.72% | +14.96% | +8.51% | +10.77% |
| NASDAQ Comp. ex div Price | 27,366.17 | +$172.83 | +0.64% | +17.74% | +1.88% | +18.54% | +26.66% | +13.20% | +17.59% |
| S&P 500 (P) | 7,811.54 | +$46.19 | +0.59% | +14.11% | +2.09% | +14.40% | +21.29% | +12.18% | +13.44% |
| Russell 3000 | 26,089.94 | +$164.39 | +0.63% | +14.85% | +2.16% | +15.13% | +22.26% | +12.64% | +14.73% |
| MSCI EAFE (G) | 16,062.57 | +$99.92 | +0.63% | +9.15% | -1.49% | +16.24% | +18.99% | +9.87% | +9.60% |
| DJ US Total Stk Mkt | 394.29 | +$2.45 | +0.63% | +14.95% | +2.06% | +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) | 7,811.54 | +$46.19 | +0.59% | +14.11% | +2.09% | +14.40% | +21.29% | +12.18% | +13.44% |
| S&P MidCap 400 | 6,221.89 | +$32.66 | +0.53% | +12.14% | +2.06% | +11.69% | +14.54% | +8.03% | +10.47% |
| S&P/TSX Composite Index | 154,018.07 | +$2,298.59 | +1.52% | +9.86% | +0.74% | +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 | 2,345.39 | -$0.93 | -0.04% | -2.41% | +0.34% | -1.86% | +3.19% | -1.00% | +0.61% |
| BBg Int Govt/Cr Bond | 2,467.04 | -$1.78 | -0.07% | -1.15% | +0.34% | -0.31% | +4.31% | +0.83% | +1.71% |
| BBg MBS | 2,277.69 | +$1.00 | +0.04% | -2.68% | +0.64% | -1.65% | +4.53% | -0.39% | +0.88% |
| BBg Muni | 1,343.66 | +$9.65 | +0.72% | -3.51% | +0.70% | -2.68% | +2.89% | -0.21% | +1.51% |
| BBg US Agg Bond | 2,290.52 | -$0.61 | -0.03% | -2.48% | +0.44% | -1.84% | +4.06% | -0.64% | +1.14% |
| BBg US TIPS | 365.79 | -$0.39 | -0.11% | -1.82% | +0.31% | -1.99% | +3.75% | 0.00% | +2.15% |
| BBg US Universal | 626.44 | -$0.09 | -0.01% | -2.22% | +0.41% | -1.45% | +4.53% | -0.26% | +1.50% |
| BBg 1-3 Gov/Cred | 1,525.53 | -$0.55 | -0.04% | +0.86% | +0.28% | +1.75% | +4.33% | +2.07% | +1.98% |
| BBg 6M SWAP | 272.81 | +$0.02 | +0.01% | +2.64% | +0.11% | +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 | 22,327.47 | +$88.88 | +0.40% | +6.48% | +1.16% | +7.57% | +12.97% | +6.17% | +8.05% |
| LI Equity Inc Obj Index | 27,386.27 | +$142.87 | +0.52% | +12.32% | +2.11% | +13.24% | +16.53% | +10.45% | +10.97% |
| LI International Index | 3,676.50 | +$32.72 | +0.90% | +9.30% | -0.33% | +13.93% | +18.36% | +8.52% | +9.09% |
| LI Large Cap Core Index | 19,202.83 | +$118.07 | +0.62% | +13.63% | +1.93% | +14.35% | +21.86% | +13.07% | +14.23% |
| LI Large Cap Growth Index | 34,622.96 | +$297.78 | +0.87% | +13.34% | +2.08% | +12.61% | +24.99% | +12.09% | +17.01% |
| LI Large Cap Value Index | 68,950.62 | +$360.22 | +0.53% | +14.79% | +2.34% | +16.67% | +19.67% | +12.26% | +12.27% |
| LI Mid Cap Core Index | 4,558.31 | +$28.80 | +0.64% | +11.73% | +2.49% | +10.40% | +14.35% | +7.46% | +9.97% |
| LI Mid Cap Growth Index | 4,462.64 | +$60.40 | +1.37% | +6.17% | +3.20% | +1.47% | +9.89% | +0.48% | +9.57% |
| LI Mid Cap Value Index | 6,464.34 | +$18.12 | +0.28% | +12.81% | +1.91% | +12.12% | +13.93% | +8.70% | +9.17% |
| LI Multi Cap Core Index | 62,480.72 | +$387.13 | +0.62% | +16.42% | +1.96% | +17.79% | +21.86% | +12.29% | +13.89% |
| LI Multi Cap Growth Index | 27,194.29 | +$285.94 | +1.06% | +11.91% | +2.77% | +10.34% | +22.89% | +8.70% | +14.87% |
| LI Multi Cap Value Index | 24,665.26 | +$132.59 | +0.54% | +15.97% | +2.09% | +18.37% | +17.57% | +10.77% | +10.59% |
| LI Small Cap Core Index | 2,602.57 | +$12.03 | +0.46% | +14.27% | +1.11% | +14.86% | +14.96% | +6.90% | +9.78% |
| LI Small Cap Growth Index | 3,491.52 | +$38.75 | +1.12% | +11.01% | +0.77% | +11.57% | +14.24% | +3.33% | +10.79% |
| LI Small Cap Value Index | 3,976.84 | -$8.49 | -0.21% | +15.83% | +1.12% | +17.90% | +15.61% | +9.22% | +9.73% |
| LI General Muni Index | 1,501.06 | +$9.21 | +0.62% | -3.39% | +0.19% | -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) | 637.65 | +$4.03 | +0.64% | +14.31% | +1.13% | +16.75% | +21.73% | +11.57% | +12.38% |
| MSCI AC Wld exUS (Net MA) | 479.15 | +$3.19 | +0.67% | +13.60% | -0.71% | +20.21% | +20.76% | +9.74% | +9.43% |
| MSCI AC Asia ex Jap (G) | 3,012.62 | +$16.56 | +0.55% | +25.41% | -0.51% | +31.51% | +26.17% | +9.84% | +10.14% |
| MSCI Emerging Markets (G) | 4,756.15 | +$29.28 | +0.62% | +24.06% | +0.27% | +29.65% | +24.69% | +9.44% | +9.53% |
| MSCI EM Eur ME Africa TR | 629.14 | +$4.87 | +0.78% | +3.32% | -2.26% | +9.94% | +17.11% | +2.50% | +4.87% |
| MSCI EM Latin America (G) | 13,735.88 | +$196.51 | +1.45% | +27.89% | +11.00% | +24.86% | +16.04% | +13.61% | +7.74% |
| MSCI Europe (Net MA) | 13,846.32 | +$114.98 | +0.84% | +4.48% | -1.78% | +13.01% | +17.91% | +9.81% | +9.47% |
| MSCI EAFE (Net MA) | 12,187.18 | +$75.81 | +0.63% | +8.95% | -1.49% | +16.00% | +18.70% | +9.58% | +9.31% |
| MSCI EAFE Growth (Net MA) | 3,664.45 | +$31.30 | +0.86% | +5.95% | -0.55% | +8.54% | +14.08% | +4.49% | +7.98% |
| MSCI EAFE Sm Cap (Net MA) | 783.55 | +$6.48 | +0.83% | +9.27% | -1.53% | +13.97% | +18.47% | +5.98% | +8.24% |
| MSCI EAFE Val (Net MA) | 465.24 | +$1.82 | +0.39% | +11.92% | -2.40% | +23.70% | +23.41% | +14.69% | +10.38% |
| MSCI Golden Dragon | 706.34 | +$5.41 | +0.77% | +23.30% | +0.97% | +21.76% | +27.73% | +8.99% | +10.11% |
| MSCI US IM Biotechnology | 22,525.03 | +$532.70 | +2.42% | +22.74% | +0.71% | +36.39% | +21.37% | +12.03% | +11.36% |
| MSCI US IM Consumer Discr | 13,100.33 | +$194.23 | +1.50% | -2.39% | +4.17% | -6.18% | +12.69% | +4.34% | +12.54% |
| MSCI US IM Cons Staples | 9,014.79 | +$10.38 | +0.12% | +10.18% | +4.01% | +5.48% | +9.78% | +7.35% | +7.90% |
| MSCI US IM Energy | 9,849.70 | -$20.56 | -0.21% | +47.19% | +5.72% | +40.73% | +14.24% | +22.59% | +9.59% |
| MSCI US IM Financials | 5,743.89 | +$43.34 | +0.76% | +1.13% | +2.39% | +0.93% | +19.66% | +9.27% | +12.56% |
| MSCI US IM Health Care | 10,793.10 | +$172.57 | +1.62% | +12.08% | +0.98% | +23.73% | +12.18% | +6.66% | +10.75% |
| MSCI US IM Industrials | 12,698.52 | +$55.24 | +0.44% | +9.44% | +1.21% | +9.26% | +19.48% | +12.78% | +12.93% |
| MSCI US IM Info Tech | 35,322.19 | +$162.96 | +0.46% | +32.21% | +1.72% | +31.50% | +36.52% | +21.93% | +24.97% |
| MSCI US IM Materials | 8,892.70 | +$42.78 | +0.48% | +7.99% | +1.57% | +8.12% | +9.96% | +6.63% | +9.41% |
| MSCI US Semicon & Equip | 62,200.51 | -$357.23 | -0.57% | +46.38% | -0.46% | +54.89% | +64.40% | +41.96% | +35.35% |
| MSCI US IM Comm Svcs | 9,341.85 | -$29.82 | -0.32% | +4.63% | +0.64% | +10.80% | +28.28% | +11.27% | +12.81% |
| MSCI US IM Utilities | 10,447.07 | +$83.47 | +0.81% | -1.06% | +4.81% | -7.09% | +13.74% | +7.54% | +8.19% |
| MSCI World (N) | 16,072.59 | +$101.90 | +0.64% | +13.14% | +1.24% | +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 | 7,174.28 | +$110.41 | +1.56% | +4.92% | +3.87% | -2.73% | +15.36% | +4.92% | +11.86% |
| Russell Midcap Value | 8,529.62 | +$52.52 | +0.62% | +18.27% | +2.62% | +16.89% | +17.50% | +9.26% | +9.93% |
| Russell Top 200 | 25,269.89 | +$147.87 | +0.59% | +14.64% | +2.07% | +15.68% | +23.98% | +14.56% | +16.35% |
| Russell 1000 Growth | 5,368.06 | +$34.27 | +0.64% | +8.59% | +2.16% | +7.50% | +24.26% | +13.66% | +18.16% |
| Russell 1000 Value | 3,861.80 | +$24.53 | +0.64% | +22.01% | +2.30% | +23.81% | +20.07% | +11.92% | +11.43% |
| Russell 2000 | 15,528.74 | +$72.13 | +0.47% | +14.14% | +0.38% | +16.20% | +17.72% | +6.34% | +9.84% |
| Russell 2000 Growth | 13,502.58 | +$133.16 | +1.00% | +10.77% | +0.05% | +12.05% | +17.55% | +4.72% | +9.90% |
| Russell 2000 Value | 23,303.58 | -$15.69 | -0.07% | +17.80% | +0.72% | +20.77% | +17.93% | +7.80% | +9.40% |
| Russell 3000 Growth | 27,563.94 | +$179.85 | +0.66% | +8.57% | +2.07% | +7.58% | +23.84% | +13.11% | +17.62% |
| Russell 3000 Value | 19,936.29 | +$121.41 | +0.61% | +21.89% | +2.24% | +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 | 1,635.10 | +$12.01 | +0.74% | +10.60% | -0.23% | +10.00% | +13.02% | +4.18% | +4.93% |
| EPRA/NAREIT Dev xNthAm(N) | 3,689.49 | +$30.70 | +0.84% | -10.28% | -2.39% | -6.77% | +6.78% | -2.87% | +0.54% |
| J.P. Morgan EMBI Global | 1,010.99 | +$3.21 | +0.32% | -0.68% | +0.57% | +1.76% | +8.98% | +1.80% | +2.68% |
| ICE BofA US HY Const | 618.87 | +$0.49 | +0.08% | +0.25% | +0.21% | +1.39% | +7.94% | +3.56% | +4.94% |
| TOPIX Total Return Index | 7,390.02 | +$24.03 | +0.33% | +21.65% | -0.90% | +25.86% | +21.69% | +10.18% | +9.73% |
All market indices are unmanaged.
It is not possible to invest in an index.