Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 32,237.53 | +$132.28 | +0.41% | -2.74% | -2.74% | -3.65% | +8.72% | +5.46% | +8.80% |
| NASDAQ Comp. ex div Price | 11,823.96 | +$36.56 | +0.31% | +12.97% | +12.97% | -16.70% | +10.17% | +9.51% | +13.74% |
| S&P 500 (P) | 3,970.99 | +$22.26 | +0.56% | +3.42% | +3.42% | -9.23% | +10.35% | +7.91% | +10.12% |
| Russell 3000 | 12,853.87 | +$70.53 | +0.55% | +3.37% | +3.37% | -8.07% | +11.79% | +9.42% | +11.87% |
| MSCI EAFE (G) | 9,388.98 | -$159.13 | -1.67% | +4.36% | +4.36% | -2.64% | +7.34% | +3.14% | +5.32% |
| DJ US Total Stk Mkt | 194.07 | +$1.05 | +0.54% | +3.42% | +3.42% | -8.23% | +11.65% | +9.31% | +11.78% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 3,970.99 | +$22.26 | +0.56% | +3.42% | +3.42% | -9.23% | +10.35% | +7.91% | +10.12% |
| S&P MidCap 400 | 3,862.56 | +$28.48 | +0.74% | -0.72% | -0.72% | -0.62% | +14.47% | +8.58% | +10.67% |
| S&P/TSX Composite Index | 76,182.85 | +$171.16 | +0.23% | -0.24% | -0.24% | -7.97% | +10.31% | +7.51% | +4.88% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,234.94 | +$1.86 | +0.08% | +3.54% | +3.54% | -9.96% | -4.13% | +0.37% | +0.64% |
| BBg Int Govt/Cr Bond | 2,211.62 | -$0.01 | -0.00% | +2.75% | +2.75% | -6.22% | -2.17% | +1.01% | +1.11% |
| BBg MBS | 2,097.30 | +$1.12 | +0.05% | +3.43% | +3.43% | -9.10% | -3.59% | -0.05% | +0.82% |
| BBg Muni | 1,273.61 | +$5.25 | +0.41% | +2.52% | +2.52% | -5.10% | -1.60% | +1.66% | +2.11% |
| BBg US Agg Bond | 2,119.13 | +$1.19 | +0.06% | +3.44% | +3.44% | -9.72% | -3.77% | +0.53% | +1.12% |
| BBg US TIPS | 339.26 | -$0.70 | -0.21% | +3.10% | +3.10% | -10.40% | +0.20% | +2.57% | +1.22% |
| BBg US Universal | 567.44 | +$0.14 | +0.03% | +3.24% | +3.24% | -9.30% | -3.41% | +0.68% | +1.39% |
| BBg 1-3 Gov/Cred | 1,339.64 | +$0.41 | +0.03% | +1.86% | +1.86% | -2.51% | -0.75% | +1.00% | +0.87% |
| BBg 6M SWAP | 233.99 | +$0.04 | +0.02% | +1.16% | +1.16% | +1.50% | +0.68% | +1.37% | +0.90% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 14,976.74 | +$22.75 | +0.15% | +2.26% | +2.26% | -7.50% | +5.47% | +5.12% | +6.55% |
| LI Equity Inc Obj Index | 16,304.89 | +$107.54 | +0.66% | -3.18% | -3.18% | -2.09% | +11.47% | +8.04% | +9.68% |
| LI International Index | 2,184.18 | -$13.26 | -0.60% | +4.49% | +4.49% | -5.21% | +6.63% | +2.79% | +5.14% |
| LI Large Cap Core Index | 9,578.70 | +$48.70 | +0.51% | +2.71% | +2.71% | -7.26% | +11.03% | +8.52% | +10.98% |
| LI Large Cap Growth Index | 15,403.63 | +$33.38 | +0.22% | +10.27% | +10.27% | -16.04% | +8.54% | +9.11% | +12.54% |
| LI Large Cap Value Index | 36,889.59 | +$164.00 | +0.45% | -1.62% | -1.62% | -3.15% | +12.18% | +7.86% | +10.12% |
| LI Mid Cap Core Index | 2,833.10 | +$18.69 | +0.66% | -2.12% | -2.12% | -2.75% | +12.85% | +7.90% | +9.84% |
| LI Mid Cap Growth Index | 3,132.22 | +$5.30 | +0.17% | +3.03% | +3.03% | -12.63% | +6.35% | +7.55% | +10.35% |
| LI Mid Cap Value Index | 4,052.41 | +$25.92 | +0.64% | -3.44% | -3.44% | -0.63% | +15.24% | +7.40% | +9.23% |
| LI Multi Cap Core Index | 31,367.77 | +$144.43 | +0.46% | +2.77% | +2.77% | -7.32% | +11.91% | +8.61% | +10.78% |
| LI Multi Cap Growth Index | 12,944.87 | +$1.56 | +0.01% | +7.90% | +7.90% | -17.06% | +7.27% | +7.74% | +11.53% |
| LI Multi Cap Value Index | 13,952.67 | +$66.34 | +0.48% | -2.13% | -2.13% | -3.05% | +12.42% | +6.51% | +8.97% |
| LI Small Cap Core Index | 1,636.12 | +$15.48 | +0.96% | -1.17% | -1.17% | -2.89% | +13.32% | +7.51% | +9.58% |
| LI Small Cap Growth Index | 2,254.44 | +$7.84 | +0.35% | +2.18% | +2.18% | -9.42% | +9.54% | +8.28% | +10.63% |
| LI Small Cap Value Index | 2,390.04 | +$20.88 | +0.88% | -3.50% | -3.50% | -0.24% | +16.53% | +7.40% | +8.74% |
| LI General Muni Index | 1,403.79 | +$4.77 | +0.34% | +2.52% | +2.52% | -6.86% | -2.13% | +1.44% | +2.09% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 329.08 | -$0.65 | -0.20% | +3.61% | +3.61% | -8.26% | +8.81% | +5.82% | +7.93% |
| MSCI AC Wld exUS (Net MA) | 268.27 | -$3.46 | -1.27% | +3.28% | +3.28% | -7.03% | +5.43% | +1.79% | +4.10% |
| MSCI AC Asia ex Jap (G) | 1,551.56 | -$8.61 | -0.55% | +2.79% | +2.79% | -14.07% | +1.62% | -0.61% | +3.79% |
| MSCI Emerging Markets (G) | 2,443.13 | -$13.32 | -0.54% | +2.01% | +2.01% | -14.91% | +1.34% | -1.50% | +1.89% |
| MSCI EM Eur ME Africa (G) | 388.11 | -$4.04 | -1.03% | -3.00% | -3.00% | -23.46% | -2.30% | -5.95% | -2.37% |
| MSCI EM Latin America (G) | 6,872.90 | +$36.27 | +0.53% | -1.59% | -1.59% | +0.29% | +2.75% | -1.81% | -1.60% |
| MSCI Europe (Net MA) | 8,365.78 | -$206.16 | -2.41% | +5.30% | +5.30% | -0.81% | +8.60% | +3.88% | +5.35% |
| MSCI EAFE (Net MA) | 7,191.72 | -$122.29 | -1.67% | +4.32% | +4.32% | -2.94% | +7.05% | +2.86% | +5.02% |
| MSCI EAFE Growth (Net MA) | 2,552.20 | -$34.65 | -1.34% | +7.42% | +7.42% | -7.02% | +5.74% | +3.71% | +5.77% |
| MSCI EAFE Sm Cap (Net MA) | 476.67 | -$7.96 | -1.64% | +1.58% | +1.58% | -9.52% | +5.46% | +0.84% | +6.23% |
| MSCI EAFE Val (Net MA) | 233.25 | -$4.78 | -2.01% | +1.34% | +1.34% | +0.89% | +7.73% | +1.57% | +4.02% |
| MSCI Golden Dragon | 365.51 | -$1.09 | -0.30% | +5.11% | +5.11% | -15.35% | -0.72% | -1.06% | +4.81% |
| MSCI US IM Biotechnology | 12,625.95 | +$188.75 | +1.52% | -3.15% | -3.15% | +10.04% | +9.65% | +6.01% | +12.68% |
| MSCI US IM Consumer Discr | 7,770.89 | -$19.02 | -0.24% | +9.63% | +9.63% | -17.26% | +11.48% | +9.49% | +12.97% |
| MSCI US IM Cons Staples | 6,690.45 | +$110.26 | +1.68% | -1.20% | -1.20% | -1.08% | +11.07% | +9.30% | +9.63% |
| MSCI US IM Energy | 5,228.41 | +$17.18 | +0.33% | -10.59% | -10.59% | +23.91% | +29.69% | +9.28% | +3.71% |
| MSCI US IM Financials | 3,016.52 | +$6.25 | +0.21% | -8.94% | -8.94% | -5.56% | +12.37% | +6.40% | +11.44% |
| MSCI US IM Health Care | 7,481.44 | +$92.38 | +1.25% | -5.40% | -5.40% | -1.92% | +11.81% | +9.98% | +13.25% |
| MSCI US IM Industrials | 6,832.51 | +$18.18 | +0.27% | +0.14% | +0.14% | +2.97% | +13.15% | +7.92% | +11.38% |
| MSCI US IM Info Tech | 12,075.66 | +$10.96 | +0.09% | +16.77% | +16.77% | -12.23% | +15.39% | +15.31% | +18.44% |
| MSCI US IM Materials | 6,406.73 | +$51.80 | +0.82% | +0.03% | +0.03% | +0.65% | +19.01% | +8.35% | +9.86% |
| MSCI US Semicon & Equip | 11,387.08 | -$168.30 | -1.46% | +30.51% | +30.51% | -11.38% | +22.58% | +17.37% | +22.09% |
| MSCI US IM Comm Svcs | 3,772.00 | +$9.85 | +0.26% | +17.87% | +17.87% | -25.51% | +0.98% | +5.26% | +5.51% |
| MSCI US IM Utilities | 7,469.92 | +$222.57 | +3.07% | -5.96% | -5.96% | -0.98% | +4.73% | +9.04% | +9.39% |
| MSCI World (N) | 8,290.98 | -$12.62 | -0.15% | +3.82% | +3.82% | -7.33% | +9.90% | +6.88% | +8.77% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 4,268.41 | -$3.73 | -0.09% | +4.24% | +4.24% | -8.31% | +8.66% | +8.74% | +11.45% |
| Russell Midcap Value | 4,920.19 | +$46.86 | +0.96% | -3.45% | -3.45% | -3.42% | +11.96% | +7.27% | +9.62% |
| Russell Top 200 | 11,760.69 | +$60.86 | +0.52% | +5.23% | +5.23% | -9.34% | +12.08% | +10.16% | +12.64% |
| Russell 1000 Growth | 2,426.46 | +$7.71 | +0.32% | +10.73% | +10.73% | -13.34% | +12.06% | +11.54% | +14.26% |
| Russell 1000 Value | 2,078.69 | +$15.75 | +0.76% | -2.96% | -2.96% | -2.81% | +10.96% | +7.22% | +9.60% |
| Russell 2000 | 9,138.14 | +$77.41 | +0.85% | -1.18% | -1.18% | -6.02% | +10.08% | +6.01% | +9.06% |
| Russell 2000 Growth | 8,032.29 | +$37.41 | +0.47% | +1.75% | +1.75% | -7.92% | +6.51% | +5.06% | +9.31% |
| Russell 2000 Value | 13,593.14 | +$171.36 | +1.28% | -4.16% | -4.16% | -4.40% | +12.87% | +6.38% | +8.46% |
| Russell 3000 Growth | 12,657.57 | +$41.30 | +0.33% | +10.17% | +10.17% | -13.01% | +11.69% | +11.11% | +13.90% |
| Russell 3000 Value | 10,770.82 | +$84.70 | +0.79% | -3.03% | -3.03% | -2.92% | +11.07% | +7.16% | +9.51% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,121.18 | +$26.59 | +2.43% | -3.16% | -3.16% | -13.51% | +3.21% | +6.00% | +5.86% |
| EPRA/NAREIT Dev xNthAm(N) | 3,207.92 | -$43.05 | -1.32% | -4.55% | -4.55% | -18.51% | -5.87% | -2.53% | +0.84% |
| J.P. Morgan Glbl EMBI Idx | 782.42 | +$0.24 | +0.03% | +1.84% | +1.84% | -8.20% | -4.52% | -0.40% | +1.59% |
| ICE BofA US HY Const | 471.91 | -$1.95 | -0.41% | +1.84% | +1.84% | -5.51% | +1.12% | +2.68% | +4.01% |
| Tokyo Stock Idx | 3,207.05 | -$3.28 | -0.10% | +4.45% | +4.45% | -8.25% | +3.93% | -0.11% | +5.60% |
All market indices are unmanaged.
It is not possible to invest in an index.