Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 52,389.75 | +$1,104.02 | +2.15% | +9.00% | +2.91% | +8.85% | +16.13% | +7.64% | +11.06% |
| NASDAQ Comp. ex div Price | 25,253.14 | +$673.71 | +2.74% | +8.65% | -5.99% | +7.22% | +25.56% | +10.42% | +17.23% |
| S&P 500 (P) | 7,549.94 | +$173.08 | +2.35% | +10.29% | -1.33% | +10.82% | +21.81% | +10.48% | +13.56% |
| Russell 3000 | 25,340.68 | +$606.46 | +2.45% | +11.55% | -0.78% | +11.99% | +23.09% | +11.03% | +14.90% |
| MSCI EAFE (G) | 16,190.60 | +$300.98 | +1.89% | +10.02% | -0.70% | +14.04% | +20.34% | +9.18% | +9.75% |
| DJ US Total Stk Mkt | 382.27 | +$9.20 | +2.47% | +11.44% | -1.05% | +11.87% | +23.12% | +10.94% | +14.84% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 7,549.94 | +$173.08 | +2.35% | +10.29% | -1.33% | +10.82% | +21.81% | +10.48% | +13.56% |
| S&P MidCap 400 | 6,303.86 | +$191.31 | +3.13% | +13.62% | +3.41% | +14.35% | +17.39% | +7.20% | +10.98% |
| S&P/TSX Composite Index | 157,537.29 | +$2,840.56 | +1.84% | +13.52% | +4.08% | +20.81% | +26.72% | +11.66% | +11.99% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,399.13 | -$0.59 | -0.02% | -0.18% | +2.64% | -0.17% | +4.40% | -0.52% | +0.96% |
| BBg Int Govt/Cr Bond | 2,505.32 | -$0.35 | -0.01% | +0.39% | +1.90% | +0.88% | +5.03% | +1.27% | +1.92% |
| BBg MBS | 2,346.46 | +$0.61 | +0.03% | +0.25% | +3.68% | +0.50% | +6.32% | +0.25% | +1.21% |
| BBg Muni | 1,402.10 | +$3.54 | +0.25% | +0.69% | +5.08% | -0.17% | +4.49% | +0.61% | +2.00% |
| BBg US Agg Bond | 2,345.99 | +$0.63 | +0.03% | -0.12% | +2.87% | -0.07% | +5.45% | -0.15% | +1.46% |
| BBg US TIPS | 372.30 | -$0.67 | -0.18% | -0.07% | +2.09% | +0.21% | +4.90% | +0.29% | +2.45% |
| BBg US Universal | 640.54 | +$0.31 | +0.05% | -0.02% | +2.68% | +0.08% | +5.83% | +0.20% | +1.80% |
| BBg 1-3 Gov/Cred | 1,537.79 | -$0.38 | -0.02% | +1.68% | +1.08% | +2.34% | +4.54% | +2.33% | +2.08% |
| BBg 6M SWAP | 273.78 | +$0.05 | +0.02% | +3.00% | +0.47% | +3.62% | +4.37% | +3.56% | +2.45% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 22,361.67 | +$303.33 | +1.38% | +6.65% | +1.32% | +7.54% | +14.14% | +5.70% | +8.31% |
| LI Equity Inc Obj Index | 28,152.15 | +$558.92 | +2.03% | +15.46% | +4.97% | +18.03% | +19.09% | +10.16% | +11.61% |
| LI International Index | 3,680.22 | +$94.05 | +2.62% | +9.41% | -0.23% | +11.25% | +19.00% | +7.48% | +9.15% |
| LI Large Cap Core Index | 18,641.58 | +$444.10 | +2.44% | +10.31% | -1.04% | +11.05% | +22.18% | +11.42% | +14.31% |
| LI Large Cap Growth Index | 31,687.83 | +$841.47 | +2.73% | +3.73% | -6.57% | +2.89% | +23.34% | +9.35% | +16.62% |
| LI Large Cap Value Index | 70,260.13 | +$1,447.81 | +2.10% | +16.97% | +4.28% | +20.41% | +22.13% | +11.84% | +12.83% |
| LI Mid Cap Core Index | 4,722.66 | +$138.40 | +3.02% | +15.75% | +6.18% | +16.62% | +17.92% | +7.34% | +10.76% |
| LI Mid Cap Growth Index | 4,311.59 | +$149.25 | +3.59% | +2.57% | -0.29% | +1.03% | +12.08% | -0.84% | +9.95% |
| LI Mid Cap Value Index | 6,835.75 | +$138.43 | +2.07% | +19.30% | +7.77% | +21.65% | +18.02% | +9.07% | +10.13% |
| LI Multi Cap Core Index | 60,745.53 | +$1,500.35 | +2.53% | +13.19% | -0.87% | +14.63% | +22.80% | +10.79% | +14.07% |
| LI Multi Cap Growth Index | 25,345.34 | +$752.59 | +3.06% | +4.30% | -4.22% | +4.24% | +22.90% | +6.26% | +14.79% |
| LI Multi Cap Value Index | 25,429.37 | +$504.55 | +2.02% | +19.56% | +5.26% | +23.06% | +20.45% | +10.69% | +11.20% |
| LI Small Cap Core Index | 2,651.47 | +$78.06 | +3.03% | +16.41% | +3.01% | +17.62% | +17.95% | +6.39% | +10.38% |
| LI Small Cap Growth Index | 3,460.43 | +$130.54 | +3.92% | +10.02% | -0.13% | +8.55% | +16.56% | +2.02% | +11.25% |
| LI Small Cap Value Index | 4,129.08 | +$93.51 | +2.32% | +20.27% | +4.99% | +24.91% | +19.28% | +9.30% | +10.54% |
| LI General Muni Index | 1,571.99 | +$0.87 | +0.06% | +1.18% | +4.93% | +0.10% | +5.06% | +0.42% | +2.03% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 616.65 | +$13.06 | +2.16% | +10.54% | -2.20% | +12.33% | +22.30% | +10.10% | +12.39% |
| MSCI AC Wld exUS (Net MA) | 465.32 | +$7.95 | +1.74% | +10.32% | -3.57% | +14.51% | +21.31% | +8.61% | +9.28% |
| MSCI AC Asia ex Jap (G) | 2,676.67 | +$35.78 | +1.35% | +11.42% | -11.60% | +15.52% | +24.25% | +7.68% | +9.37% |
| MSCI Emerging Markets (G) | 4,246.93 | +$62.77 | +1.50% | +10.78% | -10.46% | +14.43% | +22.86% | +7.41% | +8.59% |
| MSCI EM Eur ME Africa TR | 651.76 | +$11.46 | +1.79% | +7.03% | +1.25% | +4.12% | +16.55% | +1.09% | +4.43% |
| MSCI EM Latin America (G) | 11,647.90 | +$188.22 | +1.64% | +8.45% | -5.88% | +14.34% | +14.88% | +13.05% | +5.89% |
| MSCI Europe (Net MA) | 14,415.12 | +$245.73 | +1.73% | +8.78% | +2.26% | +12.62% | +19.58% | +8.93% | +9.88% |
| MSCI EAFE (Net MA) | 12,283.45 | +$228.31 | +1.89% | +9.81% | -0.71% | +13.80% | +20.06% | +8.89% | +9.46% |
| MSCI EAFE Growth (Net MA) | 3,616.42 | +$78.47 | +2.22% | +4.56% | -1.85% | +5.64% | +15.09% | +3.59% | +8.34% |
| MSCI EAFE Sm Cap (Net MA) | 774.26 | +$14.33 | +1.89% | +7.98% | -2.69% | +12.41% | +20.00% | +5.18% | +8.31% |
| MSCI EAFE Val (Net MA) | 478.60 | +$7.48 | +1.59% | +15.14% | +0.40% | +22.32% | +25.12% | +14.24% | +10.31% |
| MSCI Golden Dragon | 632.81 | +$13.29 | +2.14% | +10.47% | -9.54% | +11.38% | +25.93% | +6.87% | +9.38% |
| MSCI US IM Biotechnology | 24,141.05 | +$418.39 | +1.76% | +31.54% | +7.94% | +40.12% | +26.60% | +14.03% | +13.45% |
| MSCI US IM Consumer Discr | 13,809.97 | +$407.14 | +3.04% | +2.90% | +9.82% | -3.54% | +16.07% | +3.28% | +13.27% |
| MSCI US IM Cons Staples | 9,832.54 | +$71.54 | +0.73% | +20.17% | +13.45% | +20.65% | +14.38% | +8.87% | +9.16% |
| MSCI US IM Energy | 9,340.23 | +$50.38 | +0.54% | +39.57% | +0.25% | +61.78% | +21.46% | +23.42% | +11.41% |
| MSCI US IM Financials | 6,069.09 | +$89.95 | +1.50% | +6.86% | +8.18% | +9.73% | +23.06% | +8.88% | +12.97% |
| MSCI US IM Health Care | 11,780.49 | +$238.55 | +2.07% | +22.34% | +10.22% | +28.89% | +16.77% | +7.45% | +12.48% |
| MSCI US IM Industrials | 12,729.37 | +$487.37 | +3.98% | +9.71% | +1.46% | +7.91% | +21.09% | +11.34% | +13.19% |
| MSCI US IM Info Tech | 31,008.12 | +$910.07 | +3.02% | +16.06% | -10.70% | +15.19% | +33.72% | +18.34% | +24.15% |
| MSCI US IM Materials | 9,375.19 | +$227.45 | +2.49% | +13.85% | +7.08% | +19.01% | +13.16% | +6.14% | +10.20% |
| MSCI US Semicon & Equip | 49,096.79 | +$1,323.91 | +2.77% | +15.54% | -21.43% | +19.96% | +59.61% | +35.30% | +33.67% |
| MSCI US IM Comm Svcs | 8,279.29 | +$178.83 | +2.21% | -7.27% | -10.80% | -6.92% | +22.52% | +7.36% | +11.71% |
| MSCI US IM Utilities | 11,043.16 | +$167.87 | +1.54% | +4.58% | +10.79% | +0.02% | +16.94% | +8.46% | +9.11% |
| MSCI World (N) | 15,703.92 | +$345.08 | +2.25% | +10.55% | -1.08% | +12.11% | +22.28% | +10.49% | +12.95% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,480.48 | +$258.34 | +4.15% | -5.23% | -6.17% | -6.72% | +15.65% | +2.58% | +11.83% |
| Russell Midcap Value | 8,922.06 | +$200.89 | +2.30% | +23.71% | +7.34% | +24.97% | +21.79% | +9.37% | +10.82% |
| Russell Top 200 | 24,271.47 | +$556.59 | +2.35% | +10.11% | -1.97% | +10.61% | +23.98% | +12.59% | +16.33% |
| Russell 1000 Growth | 4,825.64 | +$136.87 | +2.92% | -2.38% | -8.16% | -2.59% | +22.27% | +10.39% | +17.70% |
| Russell 1000 Value | 4,000.21 | +$79.28 | +2.02% | +26.39% | +5.97% | +28.67% | +23.27% | +11.77% | +12.08% |
| Russell 2000 | 15,724.55 | +$481.09 | +3.16% | +15.58% | +1.65% | +14.80% | +20.76% | +5.58% | +10.44% |
| Russell 2000 Growth | 13,522.42 | +$509.18 | +3.91% | +10.93% | +0.20% | +7.13% | +20.21% | +3.49% | +10.46% |
| Russell 2000 Value | 23,862.00 | +$561.23 | +2.41% | +20.62% | +3.13% | +23.49% | +21.37% | +7.53% | +10.04% |
| Russell 3000 Growth | 24,893.08 | +$716.39 | +2.96% | -1.95% | -7.82% | -2.14% | +22.07% | +9.96% | +17.22% |
| Russell 3000 Value | 20,642.00 | +$411.89 | +2.04% | +26.21% | +5.86% | +28.51% | +23.20% | +11.54% | +11.97% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,759.25 | +$28.96 | +1.67% | +19.00% | +7.34% | +14.98% | +15.97% | +3.19% | +5.86% |
| EPRA/NAREIT Dev xNthAm(N) | 3,913.91 | +$16.93 | +0.43% | -4.82% | +3.55% | -4.77% | +8.87% | -3.31% | +1.19% |
| J.P. Morgan EMBI Global | 1,025.11 | +$2.98 | +0.29% | +0.71% | +1.97% | +1.01% | +10.04% | +2.08% | +2.98% |
| ICE BofA US HY Const | 623.57 | +$1.62 | +0.26% | +1.02% | +0.97% | +1.49% | +8.50% | +3.66% | +4.93% |
| TOPIX Total Return Index | 6,874.86 | +$198.38 | +2.97% | +13.38% | -7.63% | +19.06% | +21.99% | +10.15% | +9.16% |
All market indices are unmanaged.
It is not possible to invest in an index.