Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 42,342.24 | +$15.37 | +0.04% | +12.34% | +0.03% | +24.92% | +9.21% | +9.87% | +9.68% |
| NASDAQ Comp. ex div Price | 19,372.77 | -$19.92 | -0.10% | +29.05% | +6.51% | +35.09% | +7.34% | +17.27% | +14.90% |
| S&P 500 (P) | 5,867.08 | -$5.08 | -0.09% | +23.00% | +1.82% | +32.06% | +9.72% | +13.94% | +11.30% |
| Russell 3000 | 19,344.56 | -$21.65 | -0.11% | +23.51% | +2.38% | +34.49% | +10.54% | +15.23% | +12.89% |
| MSCI EAFE (G) | 11,083.33 | -$266.11 | -2.34% | +3.65% | -8.68% | +12.44% | +4.68% | +6.40% | +5.58% |
| DJ US Total Stk Mkt | 292.29 | -$0.33 | -0.11% | +23.56% | +2.45% | +34.56% | +10.38% | +15.13% | +12.82% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 5,867.08 | -$5.08 | -0.09% | +23.00% | +1.82% | +32.06% | +9.72% | +13.94% | +11.30% |
| S&P MidCap 400 | 5,132.68 | -$11.08 | -0.22% | +13.30% | -0.21% | +33.36% | +9.27% | +12.60% | +10.59% |
| S&P/TSX Composite Index | 100,795.50 | -$590.64 | -0.58% | +10.07% | -3.81% | +26.55% | +7.71% | +10.75% | +6.75% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,256.94 | -$6.35 | -0.28% | +0.45% | -3.27% | +5.59% | -2.47% | -0.44% | +1.02% |
| BBg Int Govt/Cr Bond | 2,327.15 | -$2.75 | -0.12% | +2.73% | -1.86% | +6.05% | -0.01% | +1.01% | +1.74% |
| BBg MBS | 2,147.86 | -$5.41 | -0.25% | +0.84% | -3.50% | +7.33% | -1.61% | -0.35% | +1.09% |
| BBg Muni | 1,330.87 | -$11.60 | -0.86% | +0.68% | -1.58% | +4.93% | -0.01% | +1.35% | +2.45% |
| BBg US Agg Bond | 2,184.46 | -$7.48 | -0.34% | +1.04% | -3.26% | +6.88% | -1.95% | -0.01% | +1.52% |
| BBg US TIPS | 347.07 | -$1.39 | -0.40% | +1.52% | -3.18% | +6.26% | -1.67% | +2.27% | +2.29% |
| BBg US Universal | 594.28 | -$2.11 | -0.35% | +1.83% | -2.93% | +7.53% | -1.47% | +0.39% | +1.87% |
| BBg 1-3 Gov/Cred | 1,432.04 | +$0.67 | +0.05% | +4.09% | -0.27% | +5.38% | +1.56% | +1.58% | +1.58% |
| BBg 6M SWAP | 254.91 | +$0.05 | +0.02% | +4.94% | +0.90% | +5.17% | +3.46% | +2.33% | +1.77% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 18,428.50 | -$48.31 | -0.26% | +10.46% | -1.57% | +18.92% | +4.47% | +7.78% | +7.02% |
| LI Equity Inc Obj Index | 20,946.99 | -$36.48 | -0.17% | +12.95% | -2.81% | +26.13% | +10.08% | +10.96% | +9.53% |
| LI International Index | 2,579.89 | -$13.77 | -0.53% | +5.01% | -8.02% | +14.29% | +3.23% | +6.62% | +5.52% |
| LI Large Cap Core Index | 14,327.55 | -$15.06 | -0.11% | +23.26% | +0.94% | +32.65% | +11.21% | +14.65% | +12.20% |
| LI Large Cap Growth Index | 26,018.35 | +$21.03 | +0.08% | +31.14% | +5.85% | +37.56% | +8.65% | +17.22% | +14.78% |
| LI Large Cap Value Index | 49,991.57 | -$130.22 | -0.26% | +15.43% | -2.10% | +29.69% | +11.55% | +12.28% | +10.22% |
| LI Mid Cap Core Index | 3,726.86 | -$12.96 | -0.35% | +12.18% | -1.54% | +30.21% | +8.36% | +11.58% | +9.55% |
| LI Mid Cap Growth Index | 4,066.94 | +$6.45 | +0.16% | +11.17% | +2.05% | +27.64% | +0.33% | +9.07% | +10.03% |
| LI Mid Cap Value Index | 5,186.40 | -$5.17 | -0.10% | +8.79% | -3.49% | +27.00% | +9.79% | +11.73% | +8.57% |
| LI Multi Cap Core Index | 45,491.29 | -$73.05 | -0.16% | +20.04% | +1.18% | +32.18% | +9.88% | +14.35% | +11.71% |
| LI Multi Cap Growth Index | 20,967.49 | -$32.12 | -0.15% | +29.30% | +7.67% | +39.97% | +5.15% | +14.88% | +13.12% |
| LI Multi Cap Value Index | 18,274.15 | -$49.50 | -0.27% | +11.62% | -2.76% | +26.87% | +10.34% | +11.24% | +8.74% |
| LI Small Cap Core Index | 2,118.43 | -$7.94 | -0.37% | +10.17% | -0.54% | +33.14% | +7.39% | +11.00% | +9.52% |
| LI Small Cap Growth Index | 2,973.87 | -$2.74 | -0.09% | +13.88% | +0.85% | +35.75% | +2.93% | +10.55% | +10.76% |
| LI Small Cap Value Index | 3,097.10 | -$12.66 | -0.41% | +7.49% | -0.92% | +29.60% | +9.65% | +12.07% | +8.74% |
| LI General Muni Index | 1,492.34 | -$12.82 | -0.85% | +1.97% | -1.74% | +6.76% | -0.26% | +1.42% | +2.60% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 454.80 | -$3.26 | -0.71% | +17.18% | -1.25% | +26.12% | +7.68% | +11.36% | +9.28% |
| MSCI AC Wld exUS (Net MA) | 316.88 | -$6.14 | -1.90% | +5.34% | -7.91% | +13.23% | +3.04% | +5.57% | +4.80% |
| MSCI AC Asia ex Jap (G) | 1,813.25 | -$23.43 | -1.28% | +12.96% | -7.04% | +16.28% | -0.79% | +4.24% | +4.64% |
| MSCI Emerging Markets (G) | 2,867.57 | -$35.90 | -1.24% | +8.59% | -7.38% | +12.42% | -0.82% | +3.62% | +3.56% |
| MSCI EM Eur ME Africa TR | 461.68 | -$5.64 | -1.21% | +6.25% | -3.70% | +10.08% | -5.64% | -0.51% | -0.23% |
| MSCI EM Latin America (G) | 6,967.78 | -$30.12 | -0.43% | -25.29% | -14.90% | -14.69% | +6.87% | +0.28% | +0.41% |
| MSCI Europe (Net MA) | 9,757.23 | -$234.03 | -2.34% | +2.16% | -9.65% | +9.87% | +4.52% | +6.51% | +5.05% |
| MSCI EAFE (Net MA) | 8,444.74 | -$202.75 | -2.34% | +3.38% | -8.70% | +12.14% | +4.37% | +6.11% | +5.28% |
| MSCI EAFE Growth (Net MA) | 2,868.70 | -$77.40 | -2.63% | +2.54% | -8.78% | +11.12% | -0.13% | +5.33% | +5.93% |
| MSCI EAFE Sm Cap (Net MA) | 534.85 | -$12.66 | -2.31% | +0.54% | -9.66% | +12.02% | -0.91% | +3.83% | +5.88% |
| MSCI EAFE Val (Net MA) | 286.33 | -$6.02 | -2.06% | +4.29% | -8.61% | +13.22% | +8.90% | +6.51% | +4.40% |
| MSCI Golden Dragon | 423.19 | -$4.05 | -0.95% | +22.42% | -4.31% | +20.36% | -2.72% | +2.96% | +4.82% |
| MSCI US IM Biotechnology | 13,968.82 | -$168.71 | -1.19% | +0.98% | -12.45% | +21.98% | +7.46% | +8.97% | +6.87% |
| MSCI US IM Consumer Discr | 12,898.37 | -$0.19 | -0.00% | +29.58% | +13.90% | +34.50% | +3.76% | +15.92% | +13.72% |
| MSCI US IM Cons Staples | 8,031.60 | -$54.56 | -0.67% | +16.04% | -1.72% | +24.43% | +10.34% | +10.38% | +8.86% |
| MSCI US IM Energy | 6,000.48 | -$54.84 | -0.91% | +2.80% | -4.23% | +16.99% | +25.13% | +16.42% | +5.26% |
| MSCI US IM Financials | 4,872.90 | +$15.03 | +0.31% | +28.85% | +6.54% | +47.96% | +12.65% | +13.58% | +12.33% |
| MSCI US IM Health Care | 8,239.50 | -$53.63 | -0.65% | +1.58% | -10.78% | +15.73% | +4.63% | +9.43% | +9.54% |
| MSCI US IM Industrials | 9,779.84 | -$16.14 | -0.16% | +17.04% | -1.73% | +37.95% | +14.50% | +14.30% | +11.96% |
| MSCI US IM Info Tech | 21,639.82 | +$34.32 | +0.16% | +35.53% | +5.65% | +40.64% | +14.44% | +23.72% | +20.98% |
| MSCI US IM Materials | 7,327.17 | -$77.04 | -1.04% | +0.53% | -10.77% | +19.67% | +6.86% | +12.27% | +9.09% |
| MSCI US Semicon & Equip | 28,529.65 | -$88.41 | -0.31% | +67.88% | +3.11% | +88.33% | +28.06% | +38.11% | +27.93% |
| MSCI US IM Comm Svcs | 6,777.52 | -$6.86 | -0.10% | +38.69% | +9.22% | +40.50% | +7.56% | +13.15% | +10.40% |
| MSCI US IM Utilities | 8,942.30 | +$45.30 | +0.51% | +21.52% | -6.57% | +37.00% | +11.14% | +8.61% | +9.57% |
| MSCI World (N) | 11,690.45 | -$76.73 | -0.65% | +18.26% | -0.50% | +27.83% | +8.79% | +12.42% | +10.06% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,332.67 | +$7.55 | +0.12% | +22.87% | +8.82% | +40.07% | +6.41% | +13.18% | +12.22% |
| Russell Midcap Value | 6,432.17 | -$22.49 | -0.35% | +11.99% | -2.69% | +31.50% | +8.73% | +10.92% | +9.01% |
| Russell Top 200 | 18,468.03 | -$10.92 | -0.06% | +27.25% | +3.20% | +34.71% | +11.95% | +16.83% | +14.16% |
| Russell 1000 Growth | 4,186.05 | +$2.84 | +0.07% | +33.89% | +7.50% | +38.04% | +10.92% | +19.46% | +16.55% |
| Russell 1000 Value | 2,703.67 | -$7.94 | -0.29% | +13.24% | -2.95% | +29.56% | +10.39% | +10.84% | +9.32% |
| Russell 2000 | 12,004.67 | -$53.94 | -0.45% | +11.03% | -0.13% | +36.43% | +4.96% | +9.90% | +9.05% |
| Russell 2000 Growth | 10,787.43 | -$27.73 | -0.26% | +15.16% | +1.71% | +40.44% | +3.25% | +9.19% | +9.34% |
| Russell 2000 Value | 17,402.61 | -$113.65 | -0.65% | +7.03% | -2.00% | +32.55% | +6.35% | +9.93% | +8.37% |
| Russell 3000 Growth | 21,570.88 | +$11.59 | +0.05% | +32.96% | +7.23% | +38.16% | +10.50% | +18.84% | +16.08% |
| Russell 3000 Value | 13,995.37 | -$43.62 | -0.31% | +12.85% | -2.90% | +29.70% | +10.13% | +10.77% | +9.26% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,392.01 | -$19.50 | -1.38% | +5.44% | -8.18% | +27.96% | +2.27% | +4.72% | +5.84% |
| EPRA/NAREIT Dev xNthAm(N) | 3,205.17 | -$95.08 | -2.88% | -10.26% | -16.60% | +5.99% | -7.00% | -4.38% | +0.22% |
| J.P. Morgan EMBI Global | 897.03 | -$7.97 | -0.88% | +5.71% | -2.13% | +12.50% | +0.15% | +1.02% | +2.93% |
| ICE BofA US HY Const | 566.88 | -$3.09 | -0.54% | +7.81% | -0.20% | +12.68% | +3.71% | +4.55% | +4.97% |
| TOPIX Total Return Index | 4,663.00 | -$10.36 | -0.22% | +4.80% | -6.93% | +13.73% | +4.25% | +5.35% | +6.57% |
All market indices are unmanaged.
It is not possible to invest in an index.