Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 51,876.11 | -$44.51 | -0.09% | +7.93% | +11.94% | +20.73% | +15.75% | +8.13% | +11.12% |
| S&P 500 (P) | 7,354.02 | -$3.47 | -0.05% | +7.43% | +12.64% | +28.22% | +21.95% | +12.51% | +13.71% |
| Russell 3000 | 24,707.40 | +$22.76 | +0.09% | +8.76% | +13.25% | +29.45% | +23.16% | +12.92% | +15.12% |
| MSCI EAFE (G) | 15,994.85 | -$132.57 | -0.82% | +8.69% | +9.92% | +23.37% | +18.74% | +9.34% | +9.82% |
| DJ US Total Stk Mkt | 373.77 | +$0.11 | +0.03% | +8.97% | +13.49% | +29.84% | +23.28% | +12.89% | +15.08% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 7,354.02 | -$3.47 | -0.05% | +7.43% | +12.64% | +28.22% | +21.95% | +12.51% | +13.71% |
| S&P MidCap 400 | 6,445.78 | -$9.71 | -0.15% | +16.18% | +13.34% | +25.87% | +17.45% | +8.08% | +11.30% |
| S&P/TSX Composite Index | 150,038.04 | +$563.81 | +0.38% | +7.59% | +5.39% | +35.81% | +24.08% | +12.31% | +12.19% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,419.11 | +$2.85 | +0.12% | +0.65% | +0.69% | +3.71% | +2.85% | -0.31% | +1.08% |
| BBg Int Govt/Cr Bond | 2,510.89 | +$3.30 | +0.13% | +0.61% | +0.63% | +4.13% | +4.40% | +1.22% | +2.06% |
| BBg MBS | 2,373.62 | +$1.17 | +0.05% | +1.41% | +1.01% | +6.85% | +4.37% | +0.45% | +1.44% |
| BBg Muni | 1,422.45 | +$0.99 | +0.07% | +2.15% | +2.33% | +6.67% | +3.77% | +0.92% | +2.21% |
| BBg US Agg Bond | 2,371.96 | +$2.10 | +0.09% | +0.98% | +1.03% | +5.13% | +3.95% | +0.17% | +1.70% |
| BBg US TIPS | 377.48 | +$0.40 | +0.11% | +1.32% | +1.06% | +4.90% | +4.03% | +1.23% | +2.84% |
| BBg US Universal | 647.61 | +$0.51 | +0.08% | +1.09% | +1.24% | +5.50% | +4.56% | +0.54% | +2.10% |
| BBg 1-3 Gov/Cred | 1,525.13 | +$1.22 | +0.08% | +0.84% | +0.55% | +3.72% | +4.47% | +2.08% | +2.05% |
| BBg 6M SWAP | 270.09 | +$0.05 | +0.02% | +1.61% | +0.81% | +3.89% | +4.60% | +3.25% | +2.32% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 22,140.54 | -$16.63 | -0.08% | +5.59% | +6.87% | +17.06% | +13.40% | +6.43% | +8.51% |
| LI Equity Inc Obj Index | 26,653.51 | -$27.73 | -0.10% | +9.32% | +9.12% | +21.32% | +16.79% | +9.85% | +11.17% |
| LI International Index | 3,651.37 | -$19.31 | -0.53% | +8.55% | +8.49% | +23.05% | +18.06% | +8.02% | +9.49% |
| LI Large Cap Core Index | 18,220.26 | -$24.55 | -0.13% | +7.82% | +13.22% | +26.93% | +22.60% | +12.97% | +14.52% |
| LI Large Cap Growth Index | 32,116.65 | -$54.15 | -0.17% | +5.14% | +15.21% | +30.08% | +25.98% | +13.31% | +17.47% |
| LI Large Cap Value Index | 66,561.72 | -$51.53 | -0.08% | +10.81% | +9.58% | +25.89% | +20.28% | +11.30% | +12.47% |
| LI Mid Cap Core Index | 4,624.54 | -$10.75 | -0.23% | +13.35% | +12.29% | +20.40% | +16.08% | +7.42% | +10.53% |
| LI Mid Cap Growth Index | 4,467.83 | +$2.70 | +0.06% | +6.29% | +12.20% | +10.22% | +11.17% | +1.86% | +10.18% |
| LI Mid Cap Value Index | 6,522.28 | +$26.37 | +0.41% | +13.83% | +11.13% | +22.73% | +15.62% | +7.80% | +9.60% |
| LI Multi Cap Core Index | 59,836.19 | -$78.26 | -0.13% | +11.49% | +15.14% | +32.81% | +22.75% | +12.38% | +14.24% |
| LI Multi Cap Growth Index | 25,945.50 | -$24.72 | -0.10% | +6.77% | +15.55% | +24.05% | +23.66% | +9.70% | +15.31% |
| LI Multi Cap Value Index | 23,803.19 | -$7.67 | -0.03% | +11.92% | +11.07% | +25.38% | +18.01% | +9.63% | +10.64% |
| LI Small Cap Core Index | 2,743.06 | +$9.64 | +0.35% | +20.43% | +18.37% | +31.12% | +17.18% | +6.75% | +10.66% |
| LI Small Cap Growth Index | 3,791.97 | -$13.05 | -0.34% | +20.56% | +22.89% | +28.98% | +16.68% | +4.69% | +12.08% |
| LI Small Cap Value Index | 4,149.41 | +$32.14 | +0.78% | +20.86% | +15.76% | +34.55% | +18.64% | +8.56% | +10.49% |
| LI General Muni Index | 1,592.82 | +$0.84 | +0.05% | +2.52% | +2.47% | +6.92% | +4.12% | +0.74% | +2.28% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 610.60 | -$3.24 | -0.53% | +9.46% | +13.08% | +30.27% | +22.30% | +11.45% | +12.81% |
| MSCI AC Wld exUS (Net MA) | 475.72 | -$6.82 | -1.41% | +12.78% | +13.53% | +32.99% | +21.02% | +8.96% | +10.01% |
| MSCI AC Asia ex Jap (G) | 2,998.96 | -$100.22 | -3.23% | +24.84% | +26.26% | +57.45% | +26.59% | +8.03% | +11.69% |
| MSCI Emerging Markets (G) | 4,706.98 | -$136.94 | -2.83% | +22.78% | +22.91% | +55.15% | +25.77% | +8.03% | +11.12% |
| MSCI EM Eur ME Africa TR | 627.24 | -$1.33 | -0.21% | +3.01% | +2.96% | +25.30% | +18.38% | +3.21% | +5.81% |
| MSCI EM Latin America (G) | 11,944.27 | +$109.82 | +0.93% | +11.21% | -3.02% | +43.87% | +18.02% | +10.67% | +9.32% |
| MSCI Europe (Net MA) | 14,133.64 | -$70.07 | -0.49% | +6.65% | +9.65% | +20.37% | +18.03% | +9.33% | +9.63% |
| MSCI EAFE (Net MA) | 12,140.29 | -$100.65 | -0.82% | +8.53% | +9.81% | +23.11% | +18.45% | +9.05% | +9.52% |
| MSCI EAFE Growth (Net MA) | 3,718.80 | -$48.32 | -1.28% | +7.52% | +12.78% | +15.92% | +12.64% | +4.88% | +8.50% |
| MSCI EAFE Sm Cap (Net MA) | 769.56 | -$4.47 | -0.58% | +7.32% | +8.63% | +27.50% | +18.55% | +6.01% | +8.65% |
| MSCI EAFE Val (Net MA) | 454.89 | -$1.58 | -0.35% | +9.43% | +7.19% | +30.51% | +24.46% | +13.15% | +10.28% |
| MSCI Golden Dragon | 649.97 | -$20.61 | -3.07% | +13.46% | +14.26% | +49.09% | +26.42% | +5.59% | +11.50% |
| MSCI US IM Biotechnology | 20,389.91 | +$570.83 | +2.88% | +11.10% | +9.27% | +30.72% | +15.02% | +9.22% | +9.52% |
| MSCI US IM Consumer Discr | 13,029.12 | +$205.34 | +1.60% | -2.92% | +6.88% | +14.84% | +18.90% | +6.91% | +13.88% |
| MSCI US IM Cons Staples | 9,021.80 | +$91.12 | +1.02% | +10.26% | +2.45% | +2.36% | +9.36% | +7.34% | +8.31% |
| MSCI US IM Energy | 8,155.43 | -$26.18 | -0.32% | +21.87% | -11.87% | +42.81% | +18.02% | +21.21% | +9.18% |
| MSCI US IM Financials | 5,656.77 | +$25.79 | +0.46% | -0.40% | +9.65% | +4.65% | +20.67% | +8.50% | +12.39% |
| MSCI US IM Health Care | 10,171.84 | +$294.74 | +2.98% | +5.63% | +11.11% | +16.84% | +7.60% | +4.73% | +9.65% |
| MSCI US IM Industrials | 13,773.58 | -$216.78 | -1.55% | +18.71% | +13.08% | +27.68% | +24.39% | +12.71% | +14.16% |
| MSCI US IM Info Tech | 31,173.47 | -$316.93 | -1.01% | +16.68% | +27.87% | +57.03% | +35.09% | +22.93% | +25.69% |
| MSCI US IM Materials | 9,282.05 | -$33.73 | -0.36% | +12.72% | +3.34% | +23.98% | +14.20% | +5.92% | +10.53% |
| MSCI US Semicon & Equip | 59,934.82 | -$2,373.17 | -3.81% | +41.04% | +44.04% | +110.21% | +65.97% | +43.13% | +37.63% |
| MSCI US IM Comm Svcs | 8,715.16 | -$33.29 | -0.38% | -2.39% | +5.15% | +40.00% | +32.53% | +13.13% | +13.76% |
| MSCI US IM Utilities | 11,559.95 | +$95.02 | +0.83% | +9.48% | +1.56% | +11.97% | +14.50% | +9.68% | +9.51% |
| MSCI World (N) | 15,318.36 | -$30.37 | -0.20% | +7.83% | +11.83% | +27.49% | +21.89% | +11.96% | +13.09% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 7,091.90 | +$25.37 | +0.36% | +3.72% | +10.75% | +7.88% | +17.46% | +6.86% | +12.74% |
| Russell Midcap Value | 8,503.40 | -$44.99 | -0.53% | +17.91% | +13.72% | +27.21% | +18.60% | +8.57% | +10.40% |
| Russell Top 200 | 23,493.69 | +$48.71 | +0.21% | +6.58% | +12.83% | +30.59% | +24.75% | +15.01% | +16.63% |
| Russell 1000 Growth | 4,990.17 | +$43.28 | +0.87% | +0.95% | +11.89% | +28.66% | +26.45% | +15.73% | +18.86% |
| Russell 1000 Value | 3,683.42 | -$24.05 | -0.65% | +16.38% | +13.98% | +28.55% | +19.44% | +10.42% | +11.37% |
| Russell 2000 | 16,589.54 | +$12.96 | +0.08% | +21.94% | +20.87% | +43.08% | +20.25% | +6.61% | +11.21% |
| Russell 2000 Growth | 14,696.17 | -$95.11 | -0.64% | +20.56% | +24.04% | +41.87% | +20.22% | +5.80% | +11.53% |
| Russell 2000 Value | 24,419.07 | +$211.42 | +0.87% | +23.44% | +17.61% | +44.36% | +20.22% | +7.27% | +10.50% |
| Russell 3000 Growth | 25,800.53 | +$204.61 | +0.80% | +1.62% | +12.34% | +29.11% | +26.14% | +15.15% | +18.40% |
| Russell 3000 Value | 19,085.26 | -$111.26 | -0.58% | +16.69% | +14.15% | +29.21% | +19.46% | +10.21% | +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 | 1,770.87 | +$21.29 | +1.22% | +19.78% | +14.46% | +17.30% | +12.95% | +5.43% | +5.71% |
| EPRA/NAREIT Dev xNthAm(N) | 4,024.87 | +$19.62 | +0.49% | -2.12% | +2.75% | +9.52% | +8.95% | -1.88% | +1.86% |
| J.P. Morgan EMBI Global | 1,046.05 | -$0.96 | -0.09% | +2.77% | +3.95% | +12.42% | +9.95% | +2.57% | +3.79% |
| ICE BofA US HY Const | 627.79 | -$0.42 | -0.07% | +1.70% | +2.26% | +7.44% | +9.29% | +4.36% | +5.78% |
| TOPIX Total Return Index | 7,063.53 | -$94.64 | -1.32% | +13.88% | +11.53% | +31.03% | +20.50% | +9.81% | +9.72% |
All market indices are unmanaged.
It is not possible to invest in an index.