Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 42,051.06 | -$89.38 | -0.21% | -1.16% | +0.12% | +7.55% | +7.24% | +10.81% | +8.59% |
| NASDAQ Comp. ex div Price | 19,146.81 | +$136.72 | +0.72% | -0.85% | +10.68% | +11.42% | +12.25% | +14.44% | +13.44% |
| S&P 500 (P) | 5,892.58 | +$6.03 | +0.10% | +0.19% | +5.00% | +10.59% | +10.46% | +13.84% | +10.32% |
| Russell 3000 | 19,462.47 | +$9.56 | +0.05% | +0.37% | +5.34% | +11.40% | +11.41% | +15.12% | +11.68% |
| MSCI EAFE (G) | 12,767.96 | +$47.94 | +0.38% | +14.43% | +6.94% | +13.13% | +10.64% | +11.92% | +5.96% |
| DJ US Total Stk Mkt | 293.84 | +$0.17 | +0.06% | +0.27% | +5.41% | +11.25% | +11.32% | +15.02% | +11.59% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 5,892.58 | +$6.03 | +0.10% | +0.19% | +5.00% | +10.59% | +10.46% | +13.84% | +10.32% |
| S&P MidCap 400 | 5,069.52 | -$15.50 | -0.30% | -1.77% | +4.61% | +1.19% | +6.21% | +13.34% | +8.35% |
| S&P/TSX Composite Index | 107,234.99 | +$315.50 | +0.30% | +8.09% | +6.56% | +17.21% | +6.77% | +14.49% | +6.85% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,296.72 | -$5.62 | -0.24% | +1.59% | -1.28% | +7.67% | +1.26% | -1.60% | +1.09% |
| BBg Int Govt/Cr Bond | 2,382.90 | -$4.07 | -0.17% | +2.13% | -0.28% | +8.09% | +3.19% | +0.76% | +1.90% |
| BBg MBS | 2,187.50 | -$7.23 | -0.33% | +1.48% | -1.53% | +8.99% | +1.86% | -0.76% | +1.13% |
| BBg Muni | 1,322.94 | -$1.12 | -0.08% | -0.96% | -0.74% | +1.66% | +2.21% | +1.17% | +2.10% |
| BBg US Agg Bond | 2,220.88 | -$6.13 | -0.28% | +1.45% | -1.29% | +8.02% | +1.95% | -0.67% | +1.54% |
| BBg US TIPS | 358.08 | -$0.16 | -0.04% | +2.85% | -1.26% | +8.12% | +0.79% | +1.82% | +2.45% |
| BBg US Universal | 604.77 | -$1.53 | -0.25% | +1.56% | -1.07% | +8.14% | +2.42% | 0.00% | +1.87% |
| BBg 1-3 Gov/Cred | 1,461.29 | -$0.98 | -0.07% | +1.78% | +0.16% | +6.76% | +3.54% | +1.59% | +1.80% |
| BBg 6M SWAP | 258.89 | +$0.02 | +0.01% | +1.41% | +0.40% | +4.90% | +4.18% | +2.46% | +1.94% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 18,838.44 | -$32.99 | -0.17% | +1.89% | +2.06% | +8.43% | +6.44% | +8.12% | +6.48% |
| LI Equity Inc Obj Index | 21,527.53 | -$95.21 | -0.44% | +1.73% | +0.04% | +8.53% | +7.63% | +12.61% | +8.74% |
| LI International Index | 2,921.29 | -$10.07 | -0.34% | +12.78% | +5.74% | +12.68% | +9.65% | +11.40% | +5.68% |
| LI Large Cap Core Index | 14,528.93 | +$10.11 | +0.07% | +1.21% | +5.34% | +10.30% | +11.98% | +14.91% | +11.24% |
| LI Large Cap Growth Index | 25,930.52 | +$168.57 | +0.65% | -0.02% | +10.39% | +11.42% | +14.44% | +14.66% | +13.48% |
| LI Large Cap Value Index | 51,830.96 | -$201.22 | -0.39% | +2.73% | +1.31% | +8.32% | +9.67% | +14.56% | +9.31% |
| LI Mid Cap Core Index | 3,749.34 | -$17.35 | -0.46% | -0.12% | +3.87% | +3.16% | +5.90% | +13.11% | +7.71% |
| LI Mid Cap Growth Index | 4,038.32 | -$4.59 | -0.11% | -0.30% | +8.39% | +1.64% | +4.15% | +7.37% | +8.07% |
| LI Mid Cap Value Index | 5,178.82 | -$33.97 | -0.65% | -1.49% | +0.99% | +1.15% | +4.85% | +14.49% | +6.76% |
| LI Multi Cap Core Index | 45,637.24 | -$31.75 | -0.07% | -0.07% | +4.69% | +8.64% | +10.05% | +14.37% | +10.38% |
| LI Multi Cap Growth Index | 21,089.95 | +$86.03 | +0.41% | +1.13% | +11.36% | +13.04% | +11.98% | +12.89% | +11.58% |
| LI Multi Cap Value Index | 18,626.62 | -$104.29 | -0.56% | +0.84% | -0.17% | +5.14% | +7.58% | +14.07% | +7.52% |
| LI Small Cap Core Index | 2,029.47 | -$15.74 | -0.77% | -4.53% | +3.29% | -0.30% | +3.73% | +12.16% | +7.02% |
| LI Small Cap Growth Index | 2,840.31 | -$14.89 | -0.52% | -4.27% | +5.80% | +1.59% | +4.05% | +9.19% | +8.21% |
| LI Small Cap Value Index | 2,976.57 | -$26.43 | -0.88% | -4.95% | +2.36% | -2.21% | +3.44% | +14.14% | +6.36% |
| LI General Muni Index | 1,481.42 | -$1.72 | -0.12% | -1.39% | -0.98% | +2.22% | +2.23% | +1.77% | +2.20% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 476.68 | +$1.61 | +0.34% | +4.54% | +5.94% | +11.84% | +10.27% | +13.07% | +8.63% |
| MSCI AC Wld exUS (Net MA) | 357.95 | +$2.53 | +0.71% | +12.56% | +6.91% | +12.13% | +8.22% | +10.27% | +5.01% |
| MSCI AC Asia ex Jap (G) | 1,971.49 | +$34.25 | +1.77% | +9.17% | +7.15% | +11.35% | +4.30% | +5.92% | +3.92% |
| MSCI Emerging Markets (G) | 3,144.76 | +$45.75 | +1.48% | +10.21% | +7.00% | +9.60% | +4.33% | +6.78% | +3.48% |
| MSCI EM Eur ME Africa TR | 515.79 | +$0.37 | +0.07% | +12.04% | +3.63% | +14.94% | +2.89% | +6.60% | +0.83% |
| MSCI EM Latin America (G) | 8,693.51 | +$42.68 | +0.49% | +26.00% | +11.68% | -3.75% | +5.61% | +12.48% | +2.68% |
| MSCI Europe (Net MA) | 11,491.80 | +$26.91 | +0.23% | +17.85% | +6.59% | +14.07% | +11.36% | +13.12% | +5.96% |
| MSCI EAFE (Net MA) | 9,714.69 | +$36.20 | +0.37% | +14.28% | +6.86% | +12.86% | +10.33% | +11.61% | +5.67% |
| MSCI EAFE Growth (Net MA) | 3,159.69 | +$8.69 | +0.28% | +10.51% | +8.16% | +6.78% | +7.17% | +8.23% | +5.77% |
| MSCI EAFE Sm Cap (Net MA) | 612.80 | +$3.51 | +0.58% | +12.92% | +8.85% | +12.65% | +5.46% | +9.15% | +5.63% |
| MSCI EAFE Val (Net MA) | 343.52 | +$1.60 | +0.47% | +18.01% | +5.67% | +19.06% | +13.45% | +14.81% | +5.30% |
| MSCI Golden Dragon | 472.97 | +$11.08 | +2.40% | +11.34% | +7.43% | +19.17% | +4.85% | +3.80% | +3.63% |
| MSCI US IM Biotechnology | 13,483.13 | -$412.75 | -2.97% | -4.75% | -11.25% | +9.70% | +10.08% | +7.39% | +6.08% |
| MSCI US IM Consumer Discr | 12,195.65 | +$45.48 | +0.37% | -3.80% | +10.81% | +10.29% | +7.79% | +13.22% | +11.67% |
| MSCI US IM Cons Staples | 8,212.12 | -$26.70 | -0.32% | +3.41% | -1.32% | +14.63% | +6.80% | +11.71% | +9.00% |
| MSCI US IM Energy | 6,191.66 | -$34.06 | -0.55% | -0.48% | -8.02% | -10.90% | +5.95% | +21.94% | +3.12% |
| MSCI US IM Financials | 5,178.89 | -$12.68 | -0.24% | +4.84% | +3.17% | +22.04% | +14.19% | +18.59% | +11.51% |
| MSCI US IM Health Care | 7,810.86 | -$171.85 | -2.15% | -6.28% | -10.57% | +1.62% | +3.84% | +7.90% | +8.43% |
| MSCI US IM Industrials | 10,291.50 | -$44.10 | -0.43% | +5.22% | +7.88% | +7.33% | +13.13% | +17.19% | +10.71% |
| MSCI US IM Info Tech | 21,522.97 | +$191.72 | +0.90% | -0.66% | +14.04% | +13.56% | +17.47% | +20.17% | +19.37% |
| MSCI US IM Materials | 7,398.91 | -$67.47 | -0.90% | +0.96% | +0.01% | -2.75% | +1.88% | +12.97% | +7.40% |
| MSCI US Semicon & Equip | 29,586.47 | +$678.38 | +2.35% | +0.72% | +22.74% | +9.84% | +34.75% | +32.88% | +26.08% |
| MSCI US IM Comm Svcs | 6,838.97 | +$105.73 | +1.57% | +1.35% | +8.68% | +15.91% | +16.63% | +13.36% | +9.93% |
| MSCI US IM Utilities | 9,572.95 | -$44.47 | -0.46% | +5.60% | +0.34% | +21.84% | +6.92% | +9.88% | +9.45% |
| MSCI World (N) | 12,191.91 | +$25.24 | +0.21% | +3.93% | +5.82% | +12.16% | +11.06% | +13.95% | +9.34% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,683.68 | +$34.25 | +0.52% | +6.21% | +14.35% | +13.65% | +11.70% | +12.31% | +10.58% |
| Russell Midcap Value | 6,488.82 | -$43.02 | -0.66% | -0.08% | +2.07% | +5.24% | +5.04% | +13.24% | +7.47% |
| Russell Top 200 | 18,577.45 | +$39.71 | +0.21% | +0.45% | +5.50% | +13.37% | +13.44% | +16.22% | +13.20% |
| Russell 1000 Growth | 4,157.52 | +$29.13 | +0.71% | -0.28% | +10.76% | +14.53% | +15.60% | +17.23% | +15.27% |
| Russell 1000 Value | 2,779.41 | -$18.04 | -0.64% | +1.78% | -0.34% | +8.55% | +7.61% | +13.00% | +8.36% |
| Russell 2000 | 11,319.56 | -$100.26 | -0.88% | -6.14% | +3.69% | +0.87% | +3.27% | +9.88% | +6.32% |
| Russell 2000 Growth | 10,170.21 | -$77.39 | -0.76% | -5.71% | +6.08% | +2.42% | +5.05% | +7.60% | +6.39% |
| Russell 2000 Value | 16,412.15 | -$167.21 | -1.01% | -6.59% | +1.25% | -0.68% | +1.38% | +11.74% | +5.87% |
| Russell 3000 Growth | 21,381.07 | +$128.57 | +0.60% | -0.50% | +10.55% | +14.07% | +15.10% | +16.71% | +14.72% |
| Russell 3000 Value | 14,328.10 | -$95.43 | -0.66% | +1.37% | -0.27% | +8.11% | +7.28% | +12.96% | +8.22% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,399.45 | -$15.03 | -1.06% | -1.86% | -2.98% | +15.04% | -0.81% | +8.54% | +4.83% |
| EPRA/NAREIT Dev xNthAm(N) | 3,644.45 | +$6.36 | +0.17% | +11.47% | +7.84% | +8.49% | -2.79% | +1.26% | +0.10% |
| J.P. Morgan EMBI Global | 921.10 | -$0.81 | -0.09% | +2.67% | +0.31% | +8.82% | +5.17% | +2.90% | +2.90% |
| ICE BofA US HY Const | 582.41 | -$0.79 | -0.13% | +2.37% | +1.41% | +8.69% | +6.14% | +6.40% | +4.79% |
| TOPIX Total Return Index | 4,809.02 | -$15.41 | -0.32% | +7.81% | +6.23% | +9.98% | +11.20% | +9.00% | +5.89% |
All market indices are unmanaged.
It is not possible to invest in an index.