Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 49,590.20 | +$86.13 | +0.17% | +3.18% | +3.18% | +12.97% | +13.18% | +9.45% | +10.68% |
| NASDAQ Comp. ex div Price | 23,733.90 | +$62.56 | +0.26% | +2.12% | +2.12% | +20.36% | +30.46% | +12.52% | +16.59% |
| S&P 500 (P) | 6,977.27 | +$10.98 | +0.16% | +1.92% | +1.92% | +16.39% | +21.26% | +12.75% | +12.85% |
| Russell 3000 | 23,232.71 | +$37.98 | +0.16% | +2.27% | +2.27% | +17.15% | +22.25% | +13.15% | +14.29% |
| MSCI EAFE (G) | 15,083.17 | +$69.25 | +0.46% | +2.50% | +2.50% | +31.89% | +17.82% | +9.47% | +8.72% |
| DJ US Total Stk Mkt | 350.93 | +$0.61 | +0.17% | +2.31% | +2.31% | +17.05% | +22.27% | +13.07% | +14.21% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 6,977.27 | +$10.98 | +0.16% | +1.92% | +1.92% | +16.39% | +21.26% | +12.75% | +12.85% |
| S&P MidCap 400 | 5,819.41 | +$10.03 | +0.17% | +4.89% | +4.89% | +7.50% | +12.56% | +9.12% | +10.72% |
| S&P/TSX Composite Index | 139,649.82 | +$1,112.15 | +0.80% | +2.49% | +2.49% | +38.16% | +20.95% | +14.40% | +12.81% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,402.49 | -$1.40 | -0.06% | -0.04% | -0.04% | +6.31% | +3.65% | -0.94% | +1.38% |
| BBg Int Govt/Cr Bond | 2,494.41 | -$0.44 | -0.02% | -0.05% | -0.05% | +6.97% | +5.06% | +0.96% | +2.29% |
| BBg MBS | 2,350.19 | -$1.80 | -0.08% | +0.41% | +0.41% | +8.58% | +4.90% | +0.15% | +1.59% |
| BBg Muni | 1,402.98 | +$0.25 | +0.02% | +0.75% | +0.75% | +4.25% | +3.88% | +0.80% | +2.34% |
| BBg US Agg Bond | 2,350.87 | -$1.52 | -0.06% | +0.09% | +0.09% | +7.30% | +4.66% | -0.36% | +2.01% |
| BBg US TIPS | 372.86 | -$0.10 | -0.03% | +0.08% | +0.08% | +7.01% | +4.23% | +1.12% | +3.09% |
| BBg US Universal | 641.23 | -$0.36 | -0.06% | +0.09% | +0.09% | +7.58% | +5.24% | +0.06% | +2.44% |
| BBg 1-3 Gov/Cred | 1,512.50 | +$0.20 | +0.01% | 0.00% | 0.00% | +5.35% | +4.77% | +1.97% | +2.09% |
| BBg 6M SWAP | 266.02 | +$0.07 | +0.03% | +0.08% | +0.08% | +4.12% | +4.74% | +2.98% | +2.20% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 21,315.43 | +$24.38 | +0.11% | +1.66% | +1.66% | +13.40% | +12.71% | +6.77% | +8.18% |
| LI Equity Inc Obj Index | 25,004.56 | +$16.53 | +0.07% | +2.55% | +2.55% | +15.21% | +13.13% | +11.23% | +10.85% |
| LI International Index | 3,483.10 | +$20.61 | +0.60% | +3.55% | +3.55% | +29.86% | +17.19% | +8.22% | +8.51% |
| LI Large Cap Core Index | 17,250.36 | +$24.07 | +0.14% | +2.08% | +2.08% | +17.72% | +21.92% | +13.65% | +13.84% |
| LI Large Cap Growth Index | 31,028.11 | +$83.66 | +0.27% | +1.58% | +1.58% | +17.78% | +29.80% | +12.71% | +16.08% |
| LI Large Cap Value Index | 61,807.19 | -$16.03 | -0.03% | +2.90% | +2.90% | +19.05% | +17.01% | +13.08% | +11.92% |
| LI Mid Cap Core Index | 4,248.75 | +$5.46 | +0.13% | +4.14% | +4.14% | +8.69% | +12.12% | +8.89% | +10.03% |
| LI Mid Cap Growth Index | 4,358.88 | +$12.87 | +0.30% | +3.70% | +3.70% | +3.77% | +11.40% | +1.73% | +9.85% |
| LI Mid Cap Value Index | 5,960.69 | -$3.73 | -0.06% | +4.02% | +4.02% | +8.99% | +10.94% | +10.56% | +9.23% |
| LI Multi Cap Core Index | 55,137.92 | +$99.88 | +0.18% | +2.74% | +2.74% | +17.52% | +20.70% | +12.19% | +13.28% |
| LI Multi Cap Growth Index | 24,872.99 | +$83.19 | +0.34% | +2.36% | +2.36% | +16.52% | +26.52% | +9.22% | +14.27% |
| LI Multi Cap Value Index | 21,915.08 | -$35.17 | -0.16% | +3.04% | +3.04% | +15.15% | +14.26% | +11.68% | +10.05% |
| LI Small Cap Core Index | 2,397.76 | +$2.78 | +0.12% | +5.27% | +5.27% | +7.14% | +11.22% | +7.93% | +9.63% |
| LI Small Cap Growth Index | 3,334.17 | +$10.42 | +0.31% | +6.00% | +6.00% | +6.01% | +12.55% | +3.10% | +10.49% |
| LI Small Cap Value Index | 3,596.94 | -$2.77 | -0.08% | +4.77% | +4.77% | +9.63% | +11.50% | +11.32% | +9.52% |
| LI General Muni Index | 1,562.64 | -$0.06 | -0.00% | +0.57% | +0.57% | +3.43% | +4.30% | +0.77% | +2.38% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 570.96 | +$1.91 | +0.34% | +2.35% | +2.35% | +22.34% | +20.65% | +11.19% | +11.72% |
| MSCI AC Wld exUS (Net MA) | 434.69 | +$2.75 | +0.64% | +3.05% | +3.05% | +32.64% | +17.54% | +8.09% | +8.60% |
| MSCI AC Asia ex Jap (G) | 2,506.99 | +$20.35 | +0.82% | +4.36% | +4.36% | +33.02% | +16.75% | +4.16% | +8.92% |
| MSCI Emerging Markets (G) | 4,003.37 | +$37.84 | +0.95% | +4.43% | +4.43% | +34.36% | +16.98% | +4.67% | +8.86% |
| MSCI EM Eur ME Africa TR | 635.43 | +$12.43 | +1.99% | +4.35% | +4.35% | +32.27% | +15.03% | +5.37% | +6.05% |
| MSCI EM Latin America (G) | 11,231.63 | +$43.33 | +0.39% | +4.57% | +4.57% | +55.67% | +15.43% | +9.22% | +9.26% |
| MSCI Europe (Net MA) | 13,601.26 | +$80.85 | +0.60% | +2.64% | +2.64% | +35.91% | +18.59% | +10.62% | +8.82% |
| MSCI EAFE (Net MA) | 11,465.69 | +$52.57 | +0.46% | +2.50% | +2.50% | +31.59% | +17.51% | +9.17% | +8.42% |
| MSCI EAFE Growth (Net MA) | 3,592.68 | +$17.80 | +0.50% | +3.88% | +3.88% | +20.96% | +13.33% | +4.59% | +7.60% |
| MSCI EAFE Sm Cap (Net MA) | 737.21 | +$2.29 | +0.31% | +2.81% | +2.81% | +32.13% | +15.18% | +5.82% | +7.67% |
| MSCI EAFE Val (Net MA) | 420.73 | +$1.78 | +0.43% | +1.21% | +1.21% | +42.80% | +21.78% | +13.71% | +8.99% |
| MSCI Golden Dragon | 601.84 | +$7.81 | +1.31% | +5.06% | +5.06% | +34.85% | +18.10% | +3.09% | +9.24% |
| MSCI US IM Biotechnology | 18,249.18 | -$105.91 | -0.58% | -0.56% | -0.56% | +29.65% | +12.08% | +8.89% | +8.16% |
| MSCI US IM Consumer Discr | 14,062.65 | -$6.81 | -0.05% | +4.78% | +4.78% | +5.86% | +23.71% | +7.95% | +13.70% |
| MSCI US IM Cons Staples | 8,461.88 | +$115.68 | +1.39% | +3.42% | +3.42% | +3.03% | +6.51% | +7.08% | +8.09% |
| MSCI US IM Energy | 6,930.47 | -$38.07 | -0.55% | +3.56% | +3.56% | +7.56% | +4.60% | +23.92% | +7.86% |
| MSCI US IM Financials | 5,746.87 | -$48.63 | -0.84% | +1.19% | +1.19% | +14.98% | +19.69% | +15.30% | +13.08% |
| MSCI US IM Health Care | 9,793.40 | -$7.27 | -0.07% | +1.70% | +1.70% | +15.54% | +6.78% | +6.79% | +9.72% |
| MSCI US IM Industrials | 12,323.86 | +$94.86 | +0.78% | +6.21% | +6.21% | +18.63% | +19.36% | +13.48% | +13.27% |
| MSCI US IM Info Tech | 26,893.74 | +$111.69 | +0.42% | +0.66% | +0.66% | +23.32% | +37.21% | +18.81% | +23.17% |
| MSCI US IM Materials | 8,900.37 | +$79.68 | +0.90% | +8.08% | +8.08% | +12.37% | +8.74% | +7.67% | +10.27% |
| MSCI US Semicon & Equip | 43,869.29 | +$178.29 | +0.41% | +3.24% | +3.24% | +44.66% | +69.51% | +36.30% | +32.97% |
| MSCI US IM Comm Svcs | 9,119.48 | +$13.61 | +0.15% | +2.14% | +2.14% | +32.32% | +40.78% | +14.49% | +14.21% |
| MSCI US IM Utilities | 10,576.96 | +$20.66 | +0.20% | +0.17% | +0.17% | +16.48% | +9.95% | +9.59% | +10.51% |
| MSCI World (N) | 14,503.26 | +$37.25 | +0.26% | +2.09% | +2.09% | +21.09% | +21.17% | +12.15% | +12.17% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 7,059.17 | +$14.60 | +0.21% | +3.24% | +3.24% | +8.66% | +18.64% | +6.65% | +12.49% |
| Russell Midcap Value | 7,515.92 | +$8.15 | +0.11% | +4.22% | +4.22% | +11.05% | +12.27% | +9.83% | +9.78% |
| Russell Top 200 | 22,401.17 | +$34.76 | +0.16% | +1.62% | +1.62% | +19.19% | +25.41% | +15.14% | +15.78% |
| Russell 1000 Growth | 4,985.90 | +$11.26 | +0.23% | +0.86% | +0.86% | +18.56% | +31.15% | +15.32% | +18.13% |
| Russell 1000 Value | 3,277.15 | +$2.41 | +0.07% | +3.54% | +3.54% | +15.91% | +13.90% | +11.33% | +10.53% |
| Russell 2000 | 14,449.52 | +$63.16 | +0.44% | +6.21% | +6.21% | +12.81% | +13.73% | +6.09% | +9.62% |
| Russell 2000 Growth | 13,002.56 | +$75.83 | +0.59% | +6.66% | +6.66% | +13.01% | +15.59% | +3.18% | +9.57% |
| Russell 2000 Value | 20,913.34 | +$57.67 | +0.28% | +5.72% | +5.72% | +12.59% | +11.73% | +8.88% | +9.27% |
| Russell 3000 Growth | 25,658.72 | +$61.76 | +0.24% | +1.06% | +1.06% | +18.15% | +30.25% | +14.59% | +17.59% |
| Russell 3000 Value | 16,950.70 | +$13.99 | +0.08% | +3.64% | +3.64% | +15.71% | +13.77% | +11.18% | +10.46% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,501.21 | -$1.14 | -0.08% | +1.54% | +1.54% | +3.67% | +8.49% | +6.62% | +4.79% |
| EPRA/NAREIT Dev xNthAm(N) | 4,199.69 | +$14.73 | +0.35% | +2.13% | +2.13% | +25.78% | +6.96% | -0.27% | +2.28% |
| J.P. Morgan EMBI Global | 1,018.18 | -$1.37 | -0.13% | +0.03% | +0.03% | +13.45% | +9.83% | +1.74% | +4.26% |
| ICE BofA US HY Const | 619.92 | +$0.14 | +0.02% | +0.43% | +0.43% | +8.50% | +10.03% | +4.50% | +6.44% |
| TOPIX Total Return Index | 6,196.37 | $0.00 | 0.00% | +2.29% | +2.29% | +25.79% | +17.73% | +7.02% | +7.89% |
All market indices are unmanaged.
It is not possible to invest in an index.