Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 30,967.82 | -$129.44 | -0.42% | -14.78% | +0.63% | -10.80% | +4.98% | +7.59% | +9.10% |
| NASDAQ Comp. ex div Price | 11,322.24 | +$194.39 | +1.75% | -27.63% | +2.66% | -23.96% | +11.27% | +12.43% | +14.15% |
| S&P 500 (P) | 3,831.39 | +$6.06 | +0.16% | -19.61% | +1.22% | -11.92% | +8.77% | +9.33% | +10.76% |
| Russell 3000 | 12,323.67 | +$41.38 | +0.34% | -19.93% | +1.48% | -13.87% | +9.77% | +10.60% | +12.57% |
| MSCI EAFE (G) | 8,263.91 | -$203.32 | -2.40% | -21.02% | -2.18% | -17.33% | +1.54% | +2.69% | +5.89% |
| DJ US Total Stk Mkt | 186.12 | +$0.60 | +0.32% | -20.19% | +1.45% | -14.24% | +9.61% | +10.48% | +12.47% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 3,831.39 | +$6.06 | +0.16% | -19.61% | +1.22% | -11.92% | +8.77% | +9.33% | +10.76% |
| S&P MidCap 400 | 3,639.25 | -$4.41 | -0.12% | -18.68% | +1.07% | -14.64% | +6.87% | +7.02% | +10.90% |
| S&P/TSX Composite Index | 71,910.57 | -$743.39 | -1.02% | -12.82% | -1.22% | -7.72% | +8.44% | +7.76% | +5.66% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,260.56 | +$9.43 | +0.42% | -8.17% | +0.95% | -8.82% | -0.85% | +0.76% | +1.03% |
| BBg Int Govt/Cr Bond | 2,202.90 | +$5.08 | +0.23% | -6.08% | +0.74% | -7.28% | -0.16% | +1.13% | +1.45% |
| BBg MBS | 2,122.11 | +$8.44 | +0.40% | -7.70% | +1.18% | -9.03% | -1.44% | +0.36% | +1.18% |
| BBg Muni | 1,245.61 | +$5.06 | +0.41% | -8.29% | +0.77% | -8.57% | -0.18% | +1.51% | +2.38% |
| BBg US Agg Bond | 2,132.33 | +$8.13 | +0.38% | -9.46% | +0.99% | -10.29% | -0.93% | +0.88% | +1.54% |
| BBg US TIPS | 344.39 | +$1.21 | +0.35% | -7.74% | +1.30% | -5.14% | +3.04% | +3.21% | +1.73% |
| BBg US Universal | 567.73 | +$1.85 | +0.33% | -10.13% | +0.90% | -10.89% | -0.94% | +0.94% | +1.83% |
| BBg 1-3 Gov/Cred | 1,327.10 | +$0.80 | +0.06% | -2.81% | +0.30% | -3.56% | +0.31% | +1.07% | +1.01% |
| BBg 6M SWAP | 228.88 | +$0.03 | +0.01% | -0.29% | +0.01% | -0.34% | +0.62% | +1.16% | +0.76% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 14,586.06 | -$11.51 | -0.08% | -14.70% | +0.66% | -11.73% | +5.06% | +5.79% | +7.15% |
| LI Equity Inc Obj Index | 15,925.49 | -$150.11 | -0.93% | -10.71% | +0.15% | -3.01% | +8.31% | +8.50% | +10.38% |
| LI International Index | 1,974.12 | -$34.78 | -1.73% | -21.74% | -1.59% | -19.30% | +2.44% | +2.85% | +5.85% |
| LI Large Cap Core Index | 9,127.42 | +$12.63 | +0.14% | -18.77% | +1.11% | -11.87% | +9.01% | +9.82% | +11.76% |
| LI Large Cap Growth Index | 14,526.91 | +$200.12 | +1.40% | -29.31% | +2.35% | -25.59% | +8.73% | +11.86% | +13.15% |
| LI Large Cap Value Index | 35,346.05 | -$291.86 | -0.82% | -13.10% | +0.25% | -7.57% | +7.86% | +8.03% | +10.76% |
| LI Mid Cap Core Index | 2,763.89 | -$5.50 | -0.20% | -17.43% | +1.03% | -12.60% | +7.31% | +7.26% | +10.38% |
| LI Mid Cap Growth Index | 3,038.18 | +$45.08 | +1.51% | -29.84% | +2.82% | -29.60% | +3.31% | +8.20% | +10.69% |
| LI Mid Cap Value Index | 3,936.18 | -$35.51 | -0.89% | -13.33% | +0.27% | -7.46% | +8.16% | +6.27% | +9.93% |
| LI Multi Cap Core Index | 30,024.42 | +$87.53 | +0.29% | -19.33% | +1.27% | -14.04% | +9.21% | +9.53% | +11.56% |
| LI Multi Cap Growth Index | 12,576.80 | +$209.35 | +1.69% | -31.12% | +2.85% | -30.17% | +6.61% | +10.04% | +12.22% |
| LI Multi Cap Value Index | 13,528.56 | -$88.57 | -0.65% | -13.02% | +0.45% | -8.00% | +7.14% | +6.31% | +9.75% |
| LI Small Cap Core Index | 1,594.15 | -$0.63 | -0.04% | -18.36% | +1.06% | -16.24% | +6.30% | +6.42% | +9.91% |
| LI Small Cap Growth Index | 2,206.89 | +$31.88 | +1.47% | -26.52% | +2.66% | -27.91% | +4.53% | +9.06% | +10.76% |
| LI Small Cap Value Index | 2,321.24 | -$18.88 | -0.81% | -13.64% | +0.21% | -10.01% | +8.00% | +5.53% | +8.98% |
| LI General Muni Index | 1,384.42 | +$4.41 | +0.32% | -9.98% | +0.88% | -10.33% | -0.43% | +1.46% | +2.51% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 311.12 | -$1.50 | -0.48% | -20.03% | +0.19% | -15.75% | +6.21% | +7.00% | +8.76% |
| MSCI AC Wld exUS (Net MA) | 247.88 | -$4.30 | -1.71% | -19.71% | -1.69% | -19.29% | +1.51% | +2.66% | +4.99% |
| MSCI AC Asia ex Jap (G) | 1,564.01 | +$6.06 | +0.39% | -16.44% | -0.35% | -24.78% | +2.41% | +3.39% | +5.80% |
| MSCI Emerging Markets (G) | 2,443.80 | -$2.40 | -0.10% | -18.10% | -0.75% | -25.00% | +0.92% | +2.55% | +3.43% |
| MSCI EM Eur ME Africa (G) | 391.80 | -$7.13 | -1.79% | -29.53% | -1.73% | -26.87% | -6.59% | -1.46% | -1.21% |
| MSCI EM Latin America (G) | 6,189.01 | -$152.79 | -2.41% | -2.95% | -2.62% | -15.65% | -6.00% | -0.22% | -1.86% |
| MSCI Europe (Net MA) | 7,148.08 | -$282.33 | -3.80% | -23.38% | -3.48% | -17.37% | +1.49% | +2.43% | +5.70% |
| MSCI EAFE (Net MA) | 6,337.23 | -$156.05 | -2.40% | -21.20% | -2.18% | -17.59% | +1.27% | +2.41% | +5.59% |
| MSCI EAFE Growth (Net MA) | 2,221.93 | -$37.47 | -1.66% | -27.84% | -1.52% | -23.66% | +1.46% | +3.64% | +6.44% |
| MSCI EAFE Sm Cap (Net MA) | 440.10 | -$8.19 | -1.83% | -26.14% | -2.02% | -23.85% | +1.28% | +1.88% | +7.32% |
| MSCI EAFE Val (Net MA) | 208.04 | -$6.74 | -3.14% | -14.43% | -2.84% | -11.68% | +0.43% | +0.77% | +4.48% |
| MSCI Golden Dragon | 380.44 | +$1.56 | +0.41% | -14.74% | -0.59% | -26.97% | +3.12% | +4.36% | +7.37% |
| MSCI US IM Biotechnology | 11,777.92 | +$173.36 | +1.49% | -5.82% | +3.11% | -10.89% | +9.79% | +6.30% | +14.27% |
| MSCI US IM Consumer Discr | 7,724.66 | +$189.52 | +2.52% | -30.75% | +4.46% | -27.90% | +8.33% | +10.89% | +13.99% |
| MSCI US IM Cons Staples | 6,492.42 | -$34.51 | -0.53% | -5.14% | +0.91% | +4.79% | +10.60% | +8.54% | +10.59% |
| MSCI US IM Energy | 4,536.94 | -$199.95 | -4.22% | +26.62% | -2.95% | +37.18% | +10.02% | +6.33% | +3.34% |
| MSCI US IM Financials | 3,085.50 | -$5.39 | -0.17% | -18.22% | +1.29% | -12.87% | +6.24% | +6.70% | +11.93% |
| MSCI US IM Health Care | 7,531.45 | -$12.27 | -0.16% | -9.94% | +1.22% | -3.48% | +12.16% | +11.49% | +14.79% |
| MSCI US IM Industrials | 6,031.65 | -$71.69 | -1.17% | -19.04% | -0.20% | -15.66% | +5.53% | +6.71% | +11.41% |
| MSCI US IM Info Tech | 10,737.60 | +$159.19 | +1.50% | -27.09% | +1.85% | -17.42% | +16.90% | +19.00% | +18.04% |
| MSCI US IM Materials | 5,877.39 | -$121.84 | -2.03% | -18.95% | -1.39% | -9.66% | +9.82% | +7.71% | +9.72% |
| MSCI US Semicon & Equip | 8,529.54 | +$105.13 | +1.25% | -37.60% | -2.36% | -20.70% | +21.45% | +19.97% | +19.87% |
| MSCI US IM Comm Svcs | 3,855.94 | +$102.02 | +2.72% | -28.27% | +3.50% | -31.44% | +4.71% | +7.12% | +6.94% |
| MSCI US IM Utilities | 7,677.61 | -$275.42 | -3.46% | -2.15% | -1.02% | +13.14% | +7.99% | +9.34% | +10.54% |
| MSCI World (N) | 7,780.09 | -$41.50 | -0.53% | -20.25% | +0.32% | -14.34% | +7.00% | +7.67% | +9.51% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 3,966.62 | +$56.54 | +1.45% | -29.01% | +2.88% | -29.57% | +4.25% | +8.88% | +11.50% |
| Russell Midcap Value | 4,900.43 | -$21.72 | -0.44% | -15.40% | +0.98% | -10.00% | +6.70% | +6.27% | +10.62% |
| Russell Top 200 | 11,194.41 | +$37.97 | +0.34% | -19.63% | +1.38% | -11.46% | +11.50% | +12.15% | +13.39% |
| Russell 1000 Growth | 2,274.65 | +$28.21 | +1.26% | -26.44% | +2.27% | -18.77% | +12.58% | +14.29% | +14.80% |
| Russell 1000 Value | 2,031.60 | -$12.98 | -0.63% | -12.31% | +0.63% | -6.82% | +6.87% | +7.17% | +10.50% |
| Russell 2000 | 9,074.16 | +$70.96 | +0.79% | -21.92% | +1.96% | -25.20% | +4.21% | +5.17% | +9.35% |
| Russell 2000 Growth | 7,723.42 | +$98.10 | +1.29% | -27.95% | +2.13% | -33.43% | +1.40% | +4.80% | +9.30% |
| Russell 2000 Value | 13,960.35 | +$40.12 | +0.29% | -15.82% | +1.80% | -16.28% | +6.18% | +4.89% | +9.05% |
| Russell 3000 Growth | 11,882.80 | +$147.58 | +1.26% | -26.53% | +2.26% | -19.78% | +11.84% | +13.63% | +14.41% |
| Russell 3000 Value | 10,556.92 | -$61.55 | -0.58% | -12.54% | +0.70% | -7.46% | +6.82% | +7.01% | +10.39% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,252.19 | -$3.90 | -0.31% | -20.00% | +1.45% | -6.41% | +2.54% | +4.28% | +6.60% |
| EPRA/NAREIT Dev xNthAm(N) | 3,466.74 | -$36.64 | -1.05% | -21.82% | -1.73% | -21.67% | -5.40% | -0.49% | +3.49% |
| J.P. Morgan Glbl EMBI Idx | 751.65 | -$1.63 | -0.22% | -18.26% | +0.70% | -19.25% | -4.33% | -1.00% | +2.05% |
| ICE BofA US HY Const | 449.90 | +$0.11 | +0.02% | -13.79% | +0.28% | -12.67% | -0.07% | +1.94% | +4.40% |
| Tokyo Stock Idx | 3,040.76 | +$15.23 | +0.50% | -19.02% | +0.33% | -19.46% | +0.88% | +1.50% | +5.91% |
All market indices are unmanaged.
It is not possible to invest in an index.