Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 51,521.28 | +$253.38 | +0.49% | +7.19% | +1.21% | +9.72% | +14.96% | +8.51% | +10.77% |
| NASDAQ Comp. ex div Price | 27,599.89 | +$122.58 | +0.45% | +18.75% | +2.75% | +18.54% | +26.66% | +13.20% | +17.59% |
| S&P 500 (P) | 7,818.93 | +$44.97 | +0.58% | +14.22% | +2.19% | +14.40% | +21.29% | +12.18% | +13.44% |
| Russell 3000 | 26,119.96 | +$146.56 | +0.56% | +14.98% | +2.28% | +15.13% | +22.26% | +12.64% | +14.73% |
| MSCI EAFE (G) | 16,314.10 | +$136.49 | +0.84% | +10.86% | +0.05% | +16.24% | +18.99% | +9.87% | +9.60% |
| DJ US Total Stk Mkt | 394.96 | +$2.09 | +0.53% | +15.14% | +2.23% | +15.28% | +22.34% | +12.58% | +14.68% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 7,818.93 | +$44.97 | +0.58% | +14.22% | +2.19% | +14.40% | +21.29% | +12.18% | +13.44% |
| S&P MidCap 400 | 6,269.39 | +$32.75 | +0.53% | +13.00% | +2.84% | +11.69% | +14.54% | +8.03% | +10.47% |
| S&P/TSX Composite Index | 153,895.72 | +$607.38 | +0.40% | +10.14% | +0.99% | +17.63% | +23.04% | +12.59% | +11.51% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,339.67 | +$3.21 | +0.14% | -2.65% | +0.10% | -1.86% | +3.19% | -1.00% | +0.61% |
| BBg Int Govt/Cr Bond | 2,463.95 | +$3.56 | +0.14% | -1.27% | +0.22% | -0.31% | +4.31% | +0.83% | +1.71% |
| BBg MBS | 2,267.59 | +$6.93 | +0.31% | -3.12% | +0.20% | -1.65% | +4.53% | -0.39% | +0.88% |
| BBg Muni | 1,341.75 | -$2.24 | -0.17% | -3.65% | +0.55% | -2.68% | +2.89% | -0.21% | +1.51% |
| BBg US Agg Bond | 2,283.89 | +$4.82 | +0.21% | -2.77% | +0.15% | -1.84% | +4.06% | -0.64% | +1.14% |
| BBg US TIPS | 365.03 | +$0.68 | +0.19% | -2.02% | +0.10% | -1.99% | +3.75% | 0.00% | +2.15% |
| BBg US Universal | 624.84 | +$1.44 | +0.23% | -2.47% | +0.16% | -1.45% | +4.53% | -0.26% | +1.50% |
| BBg 1-3 Gov/Cred | 1,524.48 | +$0.97 | +0.06% | +0.80% | +0.21% | +1.75% | +4.33% | +2.07% | +1.98% |
| BBg 6M SWAP | 272.72 | +$0.04 | +0.01% | +2.60% | +0.08% | +3.54% | +4.39% | +3.48% | +2.42% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 22,327.66 | +$76.86 | +0.35% | +6.49% | +1.16% | +7.57% | +12.97% | +6.17% | +8.05% |
| LI Equity Inc Obj Index | 27,273.38 | +$157.98 | +0.58% | +11.86% | +1.69% | +13.24% | +16.53% | +10.45% | +10.97% |
| LI International Index | 3,717.45 | +$11.80 | +0.32% | +10.52% | +0.78% | +13.93% | +18.36% | +8.52% | +9.09% |
| LI Large Cap Core Index | 19,241.96 | +$92.44 | +0.48% | +13.86% | +2.14% | +14.35% | +21.86% | +13.07% | +14.23% |
| LI Large Cap Growth Index | 34,896.22 | +$169.22 | +0.49% | +14.24% | +2.89% | +12.61% | +24.99% | +12.09% | +17.01% |
| LI Large Cap Value Index | 68,539.04 | +$364.03 | +0.53% | +14.10% | +1.73% | +16.67% | +19.67% | +12.26% | +12.27% |
| LI Mid Cap Core Index | 4,561.02 | +$18.76 | +0.41% | +11.79% | +2.55% | +10.40% | +14.35% | +7.46% | +9.97% |
| LI Mid Cap Growth Index | 4,474.25 | +$18.07 | +0.41% | +6.44% | +3.47% | +1.47% | +9.89% | +0.48% | +9.57% |
| LI Mid Cap Value Index | 6,454.13 | +$24.03 | +0.37% | +12.64% | +1.75% | +12.12% | +13.93% | +8.70% | +9.17% |
| LI Multi Cap Core Index | 62,599.70 | +$286.67 | +0.46% | +16.64% | +2.16% | +17.79% | +21.86% | +12.29% | +13.89% |
| LI Multi Cap Growth Index | 27,390.56 | +$148.22 | +0.54% | +12.72% | +3.51% | +10.34% | +22.89% | +8.70% | +14.87% |
| LI Multi Cap Value Index | 24,529.70 | +$95.68 | +0.39% | +15.33% | +1.53% | +18.37% | +17.57% | +10.77% | +10.59% |
| LI Small Cap Core Index | 2,624.09 | -$4.21 | -0.16% | +15.21% | +1.94% | +14.86% | +14.96% | +6.90% | +9.78% |
| LI Small Cap Growth Index | 3,534.82 | -$17.24 | -0.49% | +12.38% | +2.02% | +11.57% | +14.24% | +3.33% | +10.79% |
| LI Small Cap Value Index | 4,006.12 | -$2.45 | -0.06% | +16.68% | +1.86% | +17.90% | +15.61% | +9.22% | +9.73% |
| LI General Muni Index | 1,501.79 | -$1.99 | -0.13% | -3.34% | +0.24% | -2.19% | +3.29% | -0.32% | +1.57% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 641.63 | +$3.80 | +0.60% | +15.02% | +1.76% | +16.75% | +21.73% | +11.57% | +12.38% |
| MSCI AC Wld exUS (Net MA) | 486.76 | +$2.85 | +0.59% | +15.40% | +0.87% | +20.21% | +20.76% | +9.74% | +9.43% |
| MSCI AC Asia ex Jap (G) | 3,078.75 | +$2.25 | +0.07% | +28.16% | +1.67% | +31.51% | +26.17% | +9.84% | +10.14% |
| MSCI Emerging Markets (G) | 4,849.13 | +$8.38 | +0.17% | +26.49% | +2.23% | +29.65% | +24.69% | +9.44% | +9.53% |
| MSCI EM Eur ME Africa TR | 641.09 | +$7.18 | +1.13% | +5.28% | -0.40% | +9.94% | +17.11% | +2.50% | +4.87% |
| MSCI EM Latin America (G) | 13,669.89 | +$50.33 | +0.37% | +27.28% | +10.46% | +24.86% | +16.04% | +13.61% | +7.74% |
| MSCI Europe (Net MA) | 14,023.88 | +$124.71 | +0.90% | +5.82% | -0.52% | +13.01% | +17.91% | +9.81% | +9.47% |
| MSCI EAFE (Net MA) | 12,378.02 | +$103.56 | +0.84% | +10.65% | +0.05% | +16.00% | +18.70% | +9.58% | +9.31% |
| MSCI EAFE Growth (Net MA) | 3,713.82 | +$25.66 | +0.70% | +7.38% | +0.79% | +8.54% | +14.08% | +4.49% | +7.98% |
| MSCI EAFE Sm Cap (Net MA) | 792.60 | +$5.71 | +0.73% | +10.53% | -0.39% | +13.97% | +18.47% | +5.98% | +8.24% |
| MSCI EAFE Val (Net MA) | 473.53 | +$4.64 | +0.99% | +13.92% | -0.66% | +23.70% | +23.41% | +14.69% | +10.38% |
| MSCI Golden Dragon | 713.85 | +$2.97 | +0.42% | +24.61% | +2.04% | +21.76% | +27.73% | +8.99% | +10.11% |
| MSCI US IM Biotechnology | 21,859.80 | -$243.67 | -1.10% | +19.11% | -2.26% | +36.39% | +21.37% | +12.03% | +11.36% |
| MSCI US IM Consumer Discr | 12,944.80 | +$164.05 | +1.28% | -3.55% | +2.94% | -6.18% | +12.69% | +4.34% | +12.54% |
| MSCI US IM Cons Staples | 8,814.28 | +$81.68 | +0.94% | +7.73% | +1.70% | +5.48% | +9.78% | +7.35% | +7.90% |
| MSCI US IM Energy | 9,654.77 | +$40.62 | +0.42% | +44.27% | +3.62% | +40.73% | +14.24% | +22.59% | +9.59% |
| MSCI US IM Financials | 5,679.17 | +$10.79 | +0.19% | -0.01% | +1.23% | +0.93% | +19.66% | +9.27% | +12.56% |
| MSCI US IM Health Care | 10,583.64 | -$52.68 | -0.50% | +9.91% | -0.98% | +23.73% | +12.18% | +6.66% | +10.75% |
| MSCI US IM Industrials | 12,910.36 | +$116.56 | +0.91% | +11.27% | +2.90% | +9.26% | +19.48% | +12.78% | +12.93% |
| MSCI US IM Info Tech | 35,847.22 | +$198.94 | +0.56% | +34.18% | +3.23% | +31.50% | +36.52% | +21.93% | +24.97% |
| MSCI US IM Materials | 8,957.36 | +$60.00 | +0.67% | +8.77% | +2.31% | +8.12% | +9.96% | +6.63% | +9.41% |
| MSCI US Semicon & Equip | 64,946.37 | +$227.22 | +0.35% | +52.84% | +3.94% | +54.89% | +64.40% | +41.96% | +35.35% |
| MSCI US IM Comm Svcs | 9,391.65 | +$18.60 | +0.20% | +5.19% | +1.18% | +10.80% | +28.28% | +11.27% | +12.81% |
| MSCI US IM Utilities | 10,388.96 | +$295.22 | +2.92% | -1.61% | +4.22% | -7.09% | +13.74% | +7.54% | +8.19% |
| MSCI World (N) | 16,143.91 | +$104.79 | +0.65% | +13.64% | +1.69% | +15.24% | +21.40% | +11.89% | +12.81% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 7,191.17 | +$65.81 | +0.92% | +5.17% | +4.12% | -2.73% | +15.36% | +4.92% | +11.86% |
| Russell Midcap Value | 8,505.18 | +$30.67 | +0.36% | +17.93% | +2.33% | +16.89% | +17.50% | +9.26% | +9.93% |
| Russell Top 200 | 25,305.69 | +$159.89 | +0.64% | +14.80% | +2.21% | +15.68% | +23.98% | +14.56% | +16.35% |
| Russell 1000 Growth | 5,420.08 | +$37.04 | +0.69% | +9.65% | +3.15% | +7.50% | +24.26% | +13.66% | +18.16% |
| Russell 1000 Value | 3,833.20 | +$20.56 | +0.54% | +21.11% | +1.54% | +23.81% | +20.07% | +11.92% | +11.43% |
| Russell 2000 | 15,656.39 | -$92.65 | -0.59% | +15.08% | +1.21% | +16.20% | +17.72% | +6.34% | +9.84% |
| Russell 2000 Growth | 13,631.43 | -$117.65 | -0.86% | +11.82% | +1.01% | +12.05% | +17.55% | +4.72% | +9.90% |
| Russell 2000 Value | 23,463.75 | -$73.88 | -0.31% | +18.61% | +1.41% | +20.77% | +17.93% | +7.80% | +9.40% |
| Russell 3000 Growth | 27,830.88 | +$172.76 | +0.62% | +9.62% | +3.06% | +7.58% | +23.84% | +13.11% | +17.62% |
| Russell 3000 Value | 19,799.31 | +$99.81 | +0.51% | +21.05% | +1.54% | +23.73% | +19.97% | +11.68% | +11.31% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,639.74 | +$12.72 | +0.78% | +10.91% | +0.05% | +10.00% | +13.02% | +4.18% | +4.93% |
| EPRA/NAREIT Dev xNthAm(N) | 3,696.62 | +$30.25 | +0.82% | -10.11% | -2.20% | -6.77% | +6.78% | -2.87% | +0.54% |
| J.P. Morgan EMBI Global | 1,008.75 | +$7.26 | +0.73% | -0.90% | +0.34% | +1.76% | +8.98% | +1.80% | +2.68% |
| ICE BofA US HY Const | 619.71 | +$2.45 | +0.40% | +0.39% | +0.35% | +1.39% | +7.94% | +3.56% | +4.94% |
| TOPIX Total Return Index | 7,531.81 | +$69.02 | +0.92% | +24.25% | +1.22% | +25.86% | +21.69% | +10.18% | +9.73% |
All market indices are unmanaged.
It is not possible to invest in an index.