Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 43,819.27 | +$432.43 | +1.00% | +3.00% | +4.33% | +9.26% | +8.61% | +10.74% | +8.91% |
| NASDAQ Comp. ex div Price | 20,273.46 | +$105.55 | +0.52% | +4.99% | +17.19% | +14.21% | +16.52% | +15.03% | +14.19% |
| S&P 500 (P) | 6,173.07 | +$32.05 | +0.52% | +4.96% | +10.00% | +12.02% | +12.68% | +14.19% | +10.87% |
| Russell 3000 | 20,400.27 | +$99.88 | +0.49% | +5.20% | +10.41% | +13.12% | +13.77% | +15.34% | +12.21% |
| MSCI EAFE (G) | 13,374.55 | +$138.44 | +1.05% | +19.87% | +12.02% | +13.92% | +12.03% | +11.98% | +6.49% |
| DJ US Total Stk Mkt | 308.06 | +$1.50 | +0.49% | +5.13% | +10.51% | +13.02% | +13.72% | +15.24% | +12.13% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 6,173.07 | +$32.05 | +0.52% | +4.96% | +10.00% | +12.02% | +12.68% | +14.19% | +10.87% |
| S&P MidCap 400 | 5,168.83 | +$14.21 | +0.28% | +0.15% | +6.66% | +2.17% | +7.81% | +12.93% | +8.73% |
| S&P/TSX Composite Index | 111,831.56 | -$215.76 | -0.19% | +15.19% | +13.56% | +20.01% | +8.49% | +15.04% | +7.94% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,338.67 | -$4.98 | -0.21% | +3.45% | +0.52% | +5.05% | +0.85% | -1.76% | +1.01% |
| BBg Int Govt/Cr Bond | 2,424.52 | -$2.65 | -0.11% | +3.91% | +1.46% | +6.45% | +2.82% | +0.55% | +1.87% |
| BBg MBS | 2,239.82 | -$7.03 | -0.31% | +3.91% | +0.83% | +5.88% | +1.17% | -0.97% | +1.04% |
| BBg Muni | 1,329.81 | +$0.32 | +0.02% | -0.45% | -0.23% | +2.03% | +1.73% | +0.55% | +2.13% |
| BBg US Agg Bond | 2,268.99 | -$5.04 | -0.22% | +3.65% | +0.85% | +5.46% | +1.49% | -0.90% | +1.49% |
| BBg US TIPS | 363.45 | -$0.55 | -0.15% | +4.39% | +0.22% | +5.67% | +0.93% | +1.64% | +2.47% |
| BBg US Universal | 617.76 | -$1.19 | -0.19% | +3.74% | +1.06% | +5.84% | +2.06% | -0.29% | +1.84% |
| BBg 1-3 Gov/Cred | 1,476.15 | -$0.58 | -0.04% | +2.82% | +1.17% | +5.85% | +3.29% | +1.49% | +1.78% |
| BBg 6M SWAP | 260.25 | +$0.02 | +0.01% | +1.94% | +0.92% | +4.70% | +4.23% | +2.50% | +1.96% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 19,526.52 | +$46.59 | +0.24% | +5.61% | +5.79% | +8.41% | +7.28% | +8.02% | +6.76% |
| LI Equity Inc Obj Index | 22,414.17 | +$88.92 | +0.40% | +5.92% | +4.16% | +9.23% | +8.23% | +12.61% | +9.07% |
| LI International Index | 3,081.26 | +$25.21 | +0.82% | +18.96% | +11.53% | +13.00% | +10.82% | +11.33% | +6.18% |
| LI Large Cap Core Index | 15,315.47 | +$86.75 | +0.57% | +6.69% | +11.04% | +11.95% | +14.31% | +15.33% | +11.81% |
| LI Large Cap Growth Index | 27,542.73 | +$209.67 | +0.77% | +6.20% | +17.26% | +14.62% | +18.78% | +14.94% | +14.22% |
| LI Large Cap Value Index | 54,364.91 | +$274.45 | +0.51% | +7.75% | +6.27% | +9.82% | +10.53% | +14.71% | +9.72% |
| LI Mid Cap Core Index | 3,843.31 | +$11.61 | +0.30% | +2.39% | +6.47% | +5.06% | +7.33% | +12.87% | +8.09% |
| LI Mid Cap Growth Index | 4,160.50 | +$12.85 | +0.31% | +2.71% | +11.67% | +6.80% | +7.69% | +6.55% | +8.56% |
| LI Mid Cap Value Index | 5,318.94 | +$13.17 | +0.25% | +1.17% | +3.72% | +1.74% | +5.30% | +14.36% | +7.06% |
| LI Multi Cap Core Index | 47,835.83 | +$231.95 | +0.49% | +4.74% | +9.73% | +9.99% | +12.18% | +14.45% | +10.85% |
| LI Multi Cap Growth Index | 22,182.41 | +$97.37 | +0.44% | +6.37% | +17.13% | +19.25% | +16.83% | +12.90% | +12.32% |
| LI Multi Cap Value Index | 19,350.10 | +$72.37 | +0.38% | +4.76% | +3.71% | +6.37% | +7.92% | +14.10% | +7.80% |
| LI Small Cap Core Index | 2,078.56 | +$2.43 | +0.12% | -2.23% | +5.79% | +0.26% | +4.93% | +12.03% | +7.39% |
| LI Small Cap Growth Index | 2,937.59 | +$6.79 | +0.23% | -0.99% | +9.42% | +2.76% | +6.59% | +8.07% | +8.46% |
| LI Small Cap Value Index | 3,052.32 | +$4.48 | +0.15% | -2.53% | +4.96% | -1.63% | +4.23% | +14.50% | +6.85% |
| LI General Muni Index | 1,485.42 | +$0.45 | +0.03% | -1.12% | -0.72% | +1.65% | +1.66% | +1.03% | +2.19% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 500.07 | +$2.88 | +0.58% | +9.67% | +11.14% | +13.65% | +12.30% | +13.37% | +9.25% |
| MSCI AC Wld exUS (Net MA) | 375.64 | +$2.53 | +0.68% | +18.12% | +12.19% | +13.97% | +9.60% | +10.55% | +5.65% |
| MSCI AC Asia ex Jap (G) | 2,089.60 | +$5.11 | +0.25% | +15.71% | +13.56% | +15.41% | +5.94% | +7.27% | +4.74% |
| MSCI Emerging Markets (G) | 3,311.87 | +$5.82 | +0.18% | +16.07% | +12.68% | +13.64% | +5.64% | +7.52% | +4.34% |
| MSCI EM Eur ME Africa TR | 529.57 | -$0.58 | -0.11% | +15.03% | +6.40% | +19.32% | +4.83% | +6.10% | +1.63% |
| MSCI EM Latin America (G) | 8,870.83 | -$2.16 | -0.02% | +28.57% | +13.96% | +0.97% | +3.42% | +11.43% | +3.60% |
| MSCI Europe (Net MA) | 12,069.07 | +$146.68 | +1.23% | +23.77% | +11.94% | +13.80% | +12.76% | +13.14% | +6.52% |
| MSCI EAFE (Net MA) | 10,172.74 | +$104.99 | +1.04% | +19.66% | +11.90% | +13.65% | +11.72% | +11.67% | +6.20% |
| MSCI EAFE Growth (Net MA) | 3,315.40 | +$39.21 | +1.20% | +15.95% | +13.49% | +8.21% | +9.43% | +8.18% | +6.31% |
| MSCI EAFE Sm Cap (Net MA) | 654.38 | +$4.57 | +0.70% | +20.58% | +16.24% | +14.05% | +7.67% | +8.85% | +6.10% |
| MSCI EAFE Val (Net MA) | 358.93 | +$3.15 | +0.88% | +23.30% | +10.41% | +19.19% | +14.03% | +15.05% | +5.83% |
| MSCI Golden Dragon | 495.55 | +$1.35 | +0.27% | +16.65% | +12.56% | +22.78% | +6.36% | +5.56% | +4.51% |
| MSCI US IM Biotechnology | 14,319.00 | -$97.95 | -0.68% | +1.16% | -5.74% | -0.40% | +8.07% | +5.19% | +4.81% |
| MSCI US IM Consumer Discr | 12,409.25 | +$204.76 | +1.68% | -2.12% | +12.75% | +19.55% | +13.10% | +13.78% | +12.53% |
| MSCI US IM Cons Staples | 8,390.38 | +$58.13 | +0.70% | +5.65% | +0.82% | +13.69% | +9.10% | +11.71% | +9.08% |
| MSCI US IM Energy | 6,265.68 | -$32.62 | -0.52% | +0.71% | -6.93% | -9.44% | +1.69% | +21.96% | +3.85% |
| MSCI US IM Financials | 5,321.25 | +$16.48 | +0.31% | +7.72% | +6.00% | +24.22% | +14.83% | +19.13% | +11.89% |
| MSCI US IM Health Care | 8,183.03 | -$10.22 | -0.12% | -1.82% | -6.31% | -5.49% | +1.85% | +5.95% | +7.35% |
| MSCI US IM Industrials | 10,781.42 | +$94.91 | +0.89% | +10.23% | +13.02% | +14.26% | +16.69% | +17.82% | +11.61% |
| MSCI US IM Info Tech | 23,070.10 | +$12.89 | +0.06% | +6.49% | +22.24% | +15.18% | +22.27% | +20.82% | +20.31% |
| MSCI US IM Materials | 7,664.72 | +$5.18 | +0.07% | +4.59% | +3.60% | -3.80% | +2.41% | +11.99% | +7.63% |
| MSCI US Semicon & Equip | 34,025.06 | +$282.08 | +0.84% | +15.83% | +41.15% | +12.84% | +40.64% | +35.67% | +27.34% |
| MSCI US IM Comm Svcs | 7,434.11 | +$111.36 | +1.52% | +10.17% | +18.14% | +19.32% | +19.81% | +14.09% | +11.14% |
| MSCI US IM Utilities | 9,895.26 | +$23.23 | +0.24% | +9.16% | +3.72% | +16.11% | +6.60% | +9.75% | +9.79% |
| MSCI World (N) | 12,786.11 | +$79.75 | +0.63% | +8.99% | +10.98% | +13.72% | +13.18% | +14.18% | +9.93% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,863.58 | -$20.43 | -0.30% | +9.07% | +17.43% | +23.23% | +16.69% | +12.22% | +11.47% |
| Russell Midcap Value | 6,667.00 | +$21.14 | +0.32% | +2.66% | +4.87% | +6.03% | +5.87% | +13.18% | +7.74% |
| Russell Top 200 | 19,584.03 | +$119.09 | +0.61% | +5.89% | +11.22% | +14.76% | +15.96% | +16.63% | +13.78% |
| Russell 1000 Growth | 4,393.49 | +$26.43 | +0.61% | +5.38% | +17.04% | +17.62% | +19.85% | +17.69% | +16.08% |
| Russell 1000 Value | 2,883.49 | +$11.14 | +0.39% | +5.59% | +3.39% | +8.91% | +8.16% | +13.02% | +8.60% |
| Russell 2000 | 11,825.29 | +$3.15 | +0.03% | -1.95% | +8.32% | +1.19% | +5.03% | +9.64% | +6.64% |
| Russell 2000 Growth | 10,696.88 | -$4.03 | -0.04% | -0.83% | +11.57% | +3.45% | +7.94% | +7.00% | +6.67% |
| Russell 2000 Value | 17,020.85 | +$16.41 | +0.10% | -3.12% | +5.01% | -1.14% | +2.13% | +12.03% | +6.22% |
| Russell 3000 Growth | 22,584.70 | +$125.84 | +0.56% | +5.10% | +16.77% | +17.04% | +19.27% | +17.11% | +15.50% |
| Russell 3000 Value | 14,864.40 | +$55.44 | +0.37% | +5.16% | +3.46% | +8.41% | +7.84% | +12.99% | +8.47% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,409.86 | +$5.20 | +0.37% | -1.13% | -2.26% | +12.06% | +2.27% | +9.12% | +5.05% |
| EPRA/NAREIT Dev xNthAm(N) | 3,911.97 | +$0.31 | +0.01% | +19.65% | +15.75% | +10.36% | -1.41% | +1.70% | +0.65% |
| J.P. Morgan EMBI Global | 944.09 | +$0.85 | +0.09% | +5.23% | +2.82% | +7.78% | +5.40% | +1.93% | +3.04% |
| ICE BofA US HY Const | 593.24 | +$0.33 | +0.06% | +4.28% | +3.30% | +9.28% | +6.65% | +5.81% | +4.93% |
| TOPIX Total Return Index | 4,953.08 | +$68.80 | +1.41% | +12.14% | +10.50% | +12.81% | +12.06% | +8.56% | +6.16% |
All market indices are unmanaged.
It is not possible to invest in an index.