Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 52,177.69 | +$556.20 | +1.08% | +8.56% | +2.50% | +9.72% | +14.96% | +8.51% | +10.77% |
| NASDAQ Comp. ex div Price | 26,713.03 | +$20.16 | +0.08% | +14.93% | -0.55% | +18.54% | +26.66% | +13.20% | +17.59% |
| S&P 500 (P) | 7,744.06 | +$25.12 | +0.33% | +13.13% | +1.21% | +14.40% | +21.29% | +12.18% | +13.44% |
| Russell 3000 | 25,856.05 | +$117.45 | +0.46% | +13.82% | +1.24% | +15.13% | +22.26% | +12.64% | +14.73% |
| MSCI EAFE (G) | 16,089.51 | +$21.00 | +0.13% | +9.34% | -1.32% | +16.24% | +18.99% | +9.87% | +9.60% |
| DJ US Total Stk Mkt | 390.51 | +$1.72 | +0.44% | +13.85% | +1.08% | +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) | 7,744.06 | +$25.12 | +0.33% | +13.13% | +1.21% | +14.40% | +21.29% | +12.18% | +13.44% |
| S&P MidCap 400 | 6,187.00 | +$63.13 | +1.03% | +11.51% | +1.49% | +11.69% | +14.54% | +8.03% | +10.47% |
| S&P/TSX Composite Index | 156,059.75 | +$2,387.60 | +1.55% | +11.94% | +2.64% | +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 | 2,364.58 | +$12.01 | +0.51% | -1.62% | +1.16% | -1.86% | +3.19% | -1.00% | +0.61% |
| BBg Int Govt/Cr Bond | 2,478.01 | +$8.10 | +0.33% | -0.71% | +0.79% | -0.31% | +4.31% | +0.83% | +1.71% |
| BBg MBS | 2,299.61 | +$12.69 | +0.55% | -1.75% | +1.61% | -1.65% | +4.53% | -0.39% | +0.88% |
| BBg Muni | 1,361.58 | +$14.25 | +1.06% | -2.22% | +2.04% | -2.68% | +2.89% | -0.21% | +1.51% |
| BBg US Agg Bond | 2,310.06 | +$12.33 | +0.54% | -1.65% | +1.30% | -1.84% | +4.06% | -0.64% | +1.14% |
| BBg US TIPS | 368.98 | +$1.62 | +0.44% | -0.96% | +1.18% | -1.99% | +3.75% | 0.00% | +2.15% |
| BBg US Universal | 631.35 | +$3.23 | +0.51% | -1.45% | +1.20% | -1.45% | +4.53% | -0.26% | +1.50% |
| BBg 1-3 Gov/Cred | 1,527.59 | +$1.81 | +0.12% | +1.00% | +0.41% | +1.75% | +4.33% | +2.07% | +1.98% |
| BBg 6M SWAP | 272.96 | +$0.06 | +0.02% | +2.69% | +0.17% | +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 | 22,323.20 | +$101.60 | +0.46% | +6.46% | +1.14% | +7.57% | +12.97% | +6.17% | +8.05% |
| LI Equity Inc Obj Index | 27,636.66 | +$190.76 | +0.70% | +13.35% | +3.05% | +13.24% | +16.53% | +10.45% | +10.97% |
| LI International Index | 3,674.05 | +$22.21 | +0.61% | +9.23% | -0.40% | +13.93% | +18.36% | +8.52% | +9.09% |
| LI Large Cap Core Index | 19,036.46 | +$41.60 | +0.22% | +12.65% | +1.05% | +14.35% | +21.86% | +13.07% | +14.23% |
| LI Large Cap Growth Index | 33,701.27 | -$21.50 | -0.06% | +10.33% | -0.63% | +12.61% | +24.99% | +12.09% | +17.01% |
| LI Large Cap Value Index | 69,548.02 | +$463.75 | +0.67% | +15.78% | +3.23% | +16.67% | +19.67% | +12.26% | +12.27% |
| LI Mid Cap Core Index | 4,580.26 | +$61.35 | +1.36% | +12.26% | +2.98% | +10.40% | +14.35% | +7.46% | +9.97% |
| LI Mid Cap Growth Index | 4,368.40 | +$39.67 | +0.92% | +3.93% | +1.02% | +1.47% | +9.89% | +0.48% | +9.57% |
| LI Mid Cap Value Index | 6,566.78 | +$95.60 | +1.48% | +14.60% | +3.53% | +12.12% | +13.93% | +8.70% | +9.17% |
| LI Multi Cap Core Index | 61,863.99 | +$167.11 | +0.27% | +15.27% | +0.96% | +17.79% | +21.86% | +12.29% | +13.89% |
| LI Multi Cap Growth Index | 26,415.80 | +$120.24 | +0.46% | +8.71% | -0.17% | +10.34% | +22.89% | +8.70% | +14.87% |
| LI Multi Cap Value Index | 24,935.29 | +$250.57 | +1.02% | +17.24% | +3.21% | +18.37% | +17.57% | +10.77% | +10.59% |
| LI Small Cap Core Index | 2,583.06 | +$24.17 | +0.94% | +13.41% | +0.35% | +14.86% | +14.96% | +6.90% | +9.78% |
| LI Small Cap Growth Index | 3,403.54 | +$32.30 | +0.96% | +8.21% | -1.77% | +11.57% | +14.24% | +3.33% | +10.79% |
| LI Small Cap Value Index | 4,006.01 | +$52.39 | +1.33% | +16.68% | +1.86% | +17.90% | +15.61% | +9.22% | +9.73% |
| LI General Muni Index | 1,523.92 | +$13.94 | +0.92% | -1.92% | +1.72% | -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) | 629.90 | -$0.35 | -0.06% | +12.92% | -0.10% | +16.75% | +21.73% | +11.57% | +12.38% |
| MSCI AC Wld exUS (Net MA) | 470.91 | -$3.70 | -0.78% | +11.64% | -2.42% | +20.21% | +20.76% | +9.74% | +9.43% |
| MSCI AC Asia ex Jap (G) | 2,816.14 | -$104.44 | -3.58% | +17.23% | -7.00% | +31.51% | +26.17% | +9.84% | +10.14% |
| MSCI Emerging Markets (G) | 4,475.08 | -$143.13 | -3.10% | +16.73% | -5.65% | +29.65% | +24.69% | +9.44% | +9.53% |
| MSCI EM Eur ME Africa TR | 631.49 | +$4.89 | +0.78% | +3.70% | -1.90% | +9.94% | +17.11% | +2.50% | +4.87% |
| MSCI EM Latin America (G) | 13,492.78 | -$16.58 | -0.12% | +25.63% | +9.03% | +24.86% | +16.04% | +13.61% | +7.74% |
| MSCI Europe (Net MA) | 14,049.38 | +$159.51 | +1.15% | +6.02% | -0.34% | +13.01% | +17.91% | +9.81% | +9.47% |
| MSCI EAFE (Net MA) | 12,207.37 | +$15.90 | +0.13% | +9.13% | -1.33% | +16.00% | +18.70% | +9.58% | +9.31% |
| MSCI EAFE Growth (Net MA) | 3,624.85 | -$10.02 | -0.28% | +4.81% | -1.63% | +8.54% | +14.08% | +4.49% | +7.98% |
| MSCI EAFE Sm Cap (Net MA) | 775.72 | -$3.66 | -0.47% | +8.18% | -2.51% | +13.97% | +18.47% | +5.98% | +8.24% |
| MSCI EAFE Val (Net MA) | 471.76 | +$2.47 | +0.53% | +13.49% | -1.04% | +23.70% | +23.41% | +14.69% | +10.38% |
| MSCI Golden Dragon | 674.48 | -$21.00 | -3.02% | +17.74% | -3.58% | +21.76% | +27.73% | +8.99% | +10.11% |
| MSCI US IM Biotechnology | 22,965.42 | +$376.66 | +1.67% | +25.14% | +2.68% | +36.39% | +21.37% | +12.03% | +11.36% |
| MSCI US IM Consumer Discr | 13,045.74 | +$175.42 | +1.36% | -2.79% | +3.74% | -6.18% | +12.69% | +4.34% | +12.54% |
| MSCI US IM Cons Staples | 9,345.44 | +$40.01 | +0.43% | +14.22% | +7.83% | +5.48% | +9.78% | +7.35% | +7.90% |
| MSCI US IM Energy | 10,046.17 | -$155.84 | -1.53% | +50.12% | +7.82% | +40.73% | +14.24% | +22.59% | +9.59% |
| MSCI US IM Financials | 5,793.44 | +$85.52 | +1.50% | +2.01% | +3.27% | +0.93% | +19.66% | +9.27% | +12.56% |
| MSCI US IM Health Care | 11,129.76 | +$204.65 | +1.87% | +15.58% | +4.13% | +23.73% | +12.18% | +6.66% | +10.75% |
| MSCI US IM Industrials | 12,586.30 | +$78.44 | +0.63% | +8.47% | +0.32% | +9.26% | +19.48% | +12.78% | +12.93% |
| MSCI US IM Info Tech | 33,866.99 | -$157.02 | -0.46% | +26.76% | -2.47% | +31.50% | +36.52% | +21.93% | +24.97% |
| MSCI US IM Materials | 8,988.88 | +$145.42 | +1.64% | +9.16% | +2.67% | +8.12% | +9.96% | +6.63% | +9.41% |
| MSCI US Semicon & Equip | 57,989.76 | -$729.16 | -1.24% | +36.47% | -7.20% | +54.89% | +64.40% | +41.96% | +35.35% |
| MSCI US IM Comm Svcs | 9,411.20 | +$60.86 | +0.65% | +5.41% | +1.39% | +10.80% | +28.28% | +11.27% | +12.81% |
| MSCI US IM Utilities | 10,495.55 | -$18.50 | -0.18% | -0.60% | +5.29% | -7.09% | +13.74% | +7.54% | +8.19% |
| MSCI World (N) | 15,978.95 | +$55.06 | +0.35% | +12.48% | +0.65% | +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 | 6,897.94 | +$58.54 | +0.86% | +0.88% | -0.13% | -2.73% | +15.36% | +4.92% | +11.86% |
| Russell Midcap Value | 8,617.92 | +$117.55 | +1.38% | +19.50% | +3.68% | +16.89% | +17.50% | +9.26% | +9.93% |
| Russell Top 200 | 25,011.28 | +$56.24 | +0.23% | +13.46% | +1.02% | +15.68% | +23.98% | +14.56% | +16.35% |
| Russell 1000 Growth | 5,213.40 | +$1.40 | +0.03% | +5.47% | -0.79% | +7.50% | +24.26% | +13.66% | +18.16% |
| Russell 1000 Value | 3,900.54 | +$30.01 | +0.78% | +23.24% | +3.33% | +23.81% | +20.07% | +11.92% | +11.43% |
| Russell 2000 | 15,309.98 | +$209.58 | +1.39% | +12.54% | -1.03% | +16.20% | +17.72% | +6.34% | +9.84% |
| Russell 2000 Growth | 13,147.80 | +$181.72 | +1.40% | +7.85% | -2.58% | +12.05% | +17.55% | +4.72% | +9.90% |
| Russell 2000 Value | 23,264.93 | +$315.41 | +1.37% | +17.60% | +0.55% | +20.77% | +17.93% | +7.80% | +9.40% |
| Russell 3000 Growth | 26,772.65 | +$21.92 | +0.08% | +5.45% | -0.86% | +7.58% | +23.84% | +13.11% | +17.62% |
| Russell 3000 Value | 20,127.59 | +$159.22 | +0.80% | +23.06% | +3.22% | +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 | 1,648.61 | +$13.62 | +0.83% | +11.51% | +0.59% | +10.00% | +13.02% | +4.18% | +4.93% |
| EPRA/NAREIT Dev xNthAm(N) | 3,714.33 | +$33.02 | +0.90% | -9.68% | -1.73% | -6.77% | +6.78% | -2.87% | +0.54% |
| J.P. Morgan EMBI Global | 1,017.70 | +$6.12 | +0.61% | -0.02% | +1.23% | +1.76% | +8.98% | +1.80% | +2.68% |
| ICE BofA US HY Const | 618.22 | +$2.03 | +0.33% | +0.15% | +0.11% | +1.39% | +7.94% | +3.56% | +4.94% |
| TOPIX Total Return Index | 7,200.16 | -$175.40 | -2.38% | +18.77% | -3.25% | +25.86% | +21.69% | +10.18% | +9.73% |
All market indices are unmanaged.
It is not possible to invest in an index.