Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 39,853.87 | -$504.22 | -1.25% | +5.74% | +1.88% | +13.69% | +4.27% | +8.02% | +8.80% |
| NASDAQ Comp. ex div Price | 17,342.41 | -$654.94 | -3.64% | +15.53% | -2.20% | +28.61% | +6.93% | +17.24% | +14.93% |
| S&P 500 (P) | 5,427.13 | -$128.62 | -2.32% | +13.78% | -0.61% | +22.70% | +8.31% | +13.17% | +10.79% |
| Russell 3000 | 17,775.40 | -$425.24 | -2.34% | +13.49% | -0.06% | +23.13% | +8.05% | +14.14% | +12.15% |
| MSCI EAFE (G) | 11,534.56 | -$36.33 | -0.31% | +7.87% | +2.01% | +12.09% | +3.43% | +6.98% | +4.84% |
| DJ US Total Stk Mkt | 268.54 | -$6.43 | -2.34% | +13.52% | -0.08% | +23.20% | +7.90% | +14.04% | +12.07% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 5,427.13 | -$128.62 | -2.32% | +13.78% | -0.61% | +22.70% | +8.31% | +13.17% | +10.79% |
| S&P MidCap 400 | 4,924.15 | -$98.73 | -1.97% | +8.70% | +2.39% | +13.57% | +4.47% | +10.27% | +9.14% |
| S&P/TSX Composite Index | 92,333.10 | -$710.40 | -0.76% | +5.06% | +2.80% | +8.43% | +2.51% | +8.28% | +4.30% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,246.00 | -$4.53 | -0.20% | -0.03% | +0.80% | +1.61% | -3.19% | -0.61% | +0.92% |
| BBg Int Govt/Cr Bond | 2,298.35 | -$1.04 | -0.05% | +1.46% | +0.97% | +4.19% | -1.18% | +0.71% | +1.55% |
| BBg MBS | 2,132.78 | -$6.16 | -0.29% | +0.13% | +1.12% | +2.12% | -2.92% | -0.76% | +0.89% |
| BBg Muni | 1,326.38 | -$0.56 | -0.04% | +0.34% | +0.75% | +3.21% | -0.88% | +1.16% | +2.39% |
| BBg US Agg Bond | 2,166.17 | -$5.74 | -0.26% | +0.19% | +0.91% | +2.63% | -3.02% | -0.23% | +1.35% |
| BBg US TIPS | 345.90 | -$0.95 | -0.27% | +1.18% | +0.47% | +2.71% | -1.33% | +2.07% | +1.91% |
| BBg US Universal | 587.46 | -$1.44 | -0.24% | +0.66% | +0.95% | +3.47% | -2.68% | +0.11% | +1.63% |
| BBg 1-3 Gov/Cred | 1,405.82 | +$0.68 | +0.05% | +2.18% | +0.79% | +4.87% | +0.55% | +1.25% | +1.35% |
| BBg 6M SWAP | 249.78 | +$0.05 | +0.02% | +2.83% | +0.37% | +5.22% | +2.72% | +2.07% | +1.56% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 17,808.62 | -$210.15 | -1.17% | +6.74% | +0.40% | +12.57% | +2.61% | +7.26% | +6.52% |
| LI Equity Inc Obj Index | 20,289.36 | -$157.67 | -0.77% | +9.41% | +1.81% | +13.56% | +6.72% | +9.75% | +8.66% |
| LI International Index | 2,632.40 | -$35.44 | -1.33% | +7.15% | +0.88% | +11.53% | +1.63% | +6.93% | +4.76% |
| LI Large Cap Core Index | 13,373.46 | -$311.22 | -2.27% | +15.05% | -0.91% | +26.18% | +9.63% | +14.13% | +11.72% |
| LI Large Cap Growth Index | 23,179.23 | -$846.64 | -3.52% | +16.83% | -3.26% | +33.62% | +7.90% | +16.76% | +14.57% |
| LI Large Cap Value Index | 48,336.07 | -$571.74 | -1.17% | +11.61% | +1.18% | +18.92% | +7.79% | +11.20% | +9.38% |
| LI Mid Cap Core Index | 3,545.86 | -$63.33 | -1.75% | +6.73% | +2.09% | +11.91% | +3.53% | +9.43% | +8.06% |
| LI Mid Cap Growth Index | 3,748.17 | -$87.69 | -2.29% | +2.46% | +0.09% | +8.64% | -3.73% | +6.92% | +8.85% |
| LI Mid Cap Value Index | 5,092.86 | -$56.03 | -1.09% | +6.83% | +3.32% | +11.45% | +5.13% | +9.70% | +7.13% |
| LI Multi Cap Core Index | 42,518.82 | -$948.97 | -2.18% | +12.20% | -0.01% | +21.58% | +7.23% | +13.31% | +10.90% |
| LI Multi Cap Growth Index | 18,110.70 | -$642.86 | -3.43% | +11.68% | -2.44% | +24.94% | +1.96% | +12.96% | +12.19% |
| LI Multi Cap Value Index | 17,774.77 | -$157.71 | -0.88% | +8.57% | +1.76% | +14.98% | +6.06% | +9.79% | +7.66% |
| LI Small Cap Core Index | 2,066.29 | -$42.53 | -2.02% | +7.46% | +5.62% | +10.86% | +1.28% | +8.29% | +7.54% |
| LI Small Cap Growth Index | 2,800.06 | -$65.30 | -2.28% | +7.23% | +3.01% | +10.27% | -3.04% | +7.63% | +8.97% |
| LI Small Cap Value Index | 3,073.37 | -$53.46 | -1.71% | +6.67% | +6.23% | +12.28% | +3.97% | +9.49% | +6.69% |
| LI General Muni Index | 1,489.27 | -$0.43 | -0.03% | +1.76% | +0.63% | +4.82% | -1.11% | +1.26% | +2.58% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 432.63 | -$7.35 | -1.67% | +11.47% | +0.15% | +19.38% | +5.43% | +10.76% | +8.43% |
| MSCI AC Wld exUS (Net MA) | 323.10 | -$1.24 | -0.38% | +7.41% | +1.49% | +11.82% | +0.63% | +5.72% | +4.01% |
| MSCI AC Asia ex Jap (G) | 1,760.83 | -$7.04 | -0.40% | +9.70% | -0.20% | +13.27% | -5.44% | +3.84% | +4.49% |
| MSCI Emerging Markets (G) | 2,846.68 | -$11.84 | -0.41% | +7.80% | +0.11% | +12.97% | -4.68% | +3.49% | +3.18% |
| MSCI EM Eur ME Africa TR | 457.88 | -$0.34 | -0.07% | +5.38% | +2.44% | +9.68% | -6.41% | -1.79% | -1.28% |
| MSCI EM Latin America (G) | 7,980.79 | -$119.65 | -1.48% | -14.43% | +1.24% | -5.09% | +1.52% | +0.59% | +0.08% |
| MSCI Europe (Net MA) | 10,262.13 | -$56.31 | -0.55% | +7.45% | +1.30% | +11.99% | +4.16% | +7.41% | +4.43% |
| MSCI EAFE (Net MA) | 8,793.38 | -$27.69 | -0.31% | +7.65% | +2.00% | +11.79% | +3.12% | +6.69% | +4.54% |
| MSCI EAFE Growth (Net MA) | 2,988.78 | -$17.01 | -0.57% | +6.83% | +0.45% | +9.55% | +0.22% | +6.61% | +5.58% |
| MSCI EAFE Sm Cap (Net MA) | 557.22 | -$0.71 | -0.13% | +4.74% | +4.08% | +7.99% | -3.18% | +4.37% | +4.45% |
| MSCI EAFE Val (Net MA) | 297.99 | -$0.18 | -0.06% | +8.53% | +3.60% | +14.09% | +5.86% | +6.35% | +3.27% |
| MSCI Golden Dragon | 382.32 | -$1.83 | -0.48% | +10.59% | -0.99% | +9.86% | -9.68% | +2.04% | +4.63% |
| MSCI US IM Biotechnology | 15,716.78 | +$85.53 | +0.55% | +13.61% | +4.86% | +22.72% | +5.35% | +11.67% | +9.08% |
| MSCI US IM Consumer Discr | 10,319.26 | -$403.45 | -3.76% | +3.67% | -1.41% | +13.73% | +0.68% | +12.47% | +12.49% |
| MSCI US IM Cons Staples | 7,646.39 | -$4.88 | -0.06% | +10.47% | +1.58% | +8.46% | +7.03% | +9.62% | +8.84% |
| MSCI US IM Energy | 6,408.39 | -$7.67 | -0.12% | +9.79% | -0.74% | +16.61% | +23.73% | +12.96% | +2.27% |
| MSCI US IM Financials | 4,308.42 | -$60.65 | -1.39% | +13.92% | +4.28% | +25.53% | +5.72% | +10.22% | +10.38% |
| MSCI US IM Health Care | 8,954.94 | +$59.64 | +0.67% | +10.40% | +3.21% | +10.31% | +4.02% | +10.47% | +10.75% |
| MSCI US IM Industrials | 9,130.39 | -$220.96 | -2.36% | +9.27% | +1.72% | +16.19% | +7.80% | +11.78% | +10.46% |
| MSCI US IM Info Tech | 19,473.78 | -$838.08 | -4.13% | +21.96% | -3.18% | +39.23% | +16.36% | +24.97% | +21.39% |
| MSCI US IM Materials | 7,628.36 | -$118.65 | -1.53% | +4.66% | +2.37% | +7.78% | +4.14% | +10.61% | +7.79% |
| MSCI US Semicon & Equip | 26,443.96 | -$1,720.00 | -6.11% | +55.60% | -7.07% | +96.23% | +37.21% | +42.30% | +29.20% |
| MSCI US IM Comm Svcs | 5,784.33 | -$228.44 | -3.80% | +18.37% | -5.04% | +41.66% | +3.88% | +13.42% | +10.11% |
| MSCI US IM Utilities | 8,439.62 | +$91.80 | +1.10% | +14.69% | +4.65% | +7.71% | +5.56% | +5.54% | +7.84% |
| MSCI World (N) | 11,064.72 | -$204.15 | -1.81% | +11.93% | +0.16% | +20.19% | +6.86% | +11.78% | +9.16% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 5,412.73 | -$160.94 | -2.89% | +5.02% | -0.90% | +15.05% | -0.08% | +9.93% | +10.51% |
| Russell Midcap Value | 6,173.21 | -$85.67 | -1.37% | +7.48% | +2.81% | +11.98% | +3.65% | +8.49% | +7.60% |
| Russell Top 200 | 16,827.71 | -$434.83 | -2.52% | +15.95% | -1.05% | +27.42% | +10.90% | +16.38% | +13.76% |
| Russell 1000 Growth | 3,662.48 | -$145.27 | -3.82% | +17.14% | -2.95% | +33.48% | +11.28% | +19.34% | +16.33% |
| Russell 1000 Value | 2,609.84 | -$17.99 | -0.68% | +9.31% | +2.51% | +13.06% | +5.52% | +9.01% | +8.23% |
| Russell 2000 | 11,798.51 | -$257.37 | -2.13% | +9.12% | +7.26% | +10.06% | -2.58% | +6.94% | +7.00% |
| Russell 2000 Growth | 10,338.26 | -$255.98 | -2.42% | +10.37% | +5.67% | +9.14% | -4.86% | +6.17% | +7.39% |
| Russell 2000 Value | 17,554.93 | -$331.32 | -1.85% | +7.96% | +8.89% | +10.90% | -0.53% | +7.07% | +6.23% |
| Russell 3000 Growth | 18,951.32 | -$738.27 | -3.75% | +16.82% | -2.57% | +32.22% | +10.33% | +18.55% | +15.75% |
| Russell 3000 Value | 13,539.99 | -$101.79 | -0.75% | +9.18% | +2.83% | +12.93% | +5.14% | +8.89% | +8.10% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,373.62 | -$24.55 | -1.76% | +4.05% | +4.68% | +7.12% | -0.17% | +2.77% | +5.15% |
| EPRA/NAREIT Dev xNthAm(N) | 3,442.59 | -$14.47 | -0.42% | -3.61% | +4.22% | +3.79% | -9.82% | -4.54% | -0.58% |
| J.P. Morgan EMBI Global | 874.17 | -$1.91 | -0.22% | +3.02% | +1.16% | +8.35% | -2.22% | +0.27% | +2.35% |
| ICE BofA US HY Const | 548.13 | -$0.50 | -0.09% | +4.25% | +1.59% | +10.46% | +1.65% | +3.71% | +4.21% |
| TOPIX Total Return Index | 4,750.48 | -$68.49 | -1.42% | +9.86% | +4.34% | +12.84% | +2.40% | +6.47% | +5.80% |
All market indices are unmanaged.
It is not possible to invest in an index.