Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 46,341.51 | +$1,125.38 | +2.49% | -3.58% | -3.58% | +10.33% | +11.67% | +7.04% | +10.11% |
| NASDAQ Comp. ex div Price | 21,590.63 | +$795.99 | +3.83% | -7.11% | -7.11% | +24.81% | +20.89% | +10.26% | +16.06% |
| S&P 500 (P) | 6,528.52 | +$184.79 | +2.91% | -4.63% | -4.63% | +16.33% | +16.69% | +10.44% | +12.23% |
| Russell 3000 | 21,817.50 | +$626.79 | +2.96% | -3.96% | -3.96% | +18.09% | +17.86% | +10.87% | +13.72% |
| MSCI EAFE (G) | 14,551.24 | +$61.63 | +0.43% | -1.12% | -1.12% | +21.88% | +14.19% | +8.45% | +8.91% |
| DJ US Total Stk Mkt | 329.34 | +$9.53 | +2.98% | -3.99% | -3.99% | +18.14% | +17.84% | +10.76% | +13.64% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 6,528.52 | +$184.79 | +2.91% | -4.63% | -4.63% | +16.33% | +16.69% | +10.44% | +12.23% |
| S&P MidCap 400 | 5,687.01 | +$158.86 | +2.87% | +2.50% | +2.50% | +17.35% | +12.09% | +6.92% | +10.58% |
| S&P/TSX Composite Index | 139,915.78 | +$3,646.08 | +2.68% | +2.09% | +2.09% | +39.05% | +19.95% | +12.80% | +11.74% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,402.47 | +$1.97 | +0.08% | -0.04% | -0.04% | +3.27% | +2.62% | -0.10% | +1.07% |
| BBg Int Govt/Cr Bond | 2,495.10 | +$3.85 | +0.15% | -0.02% | -0.02% | +4.41% | +4.24% | +1.33% | +2.04% |
| BBg MBS | 2,349.97 | +$7.15 | +0.30% | +0.40% | +0.40% | +5.79% | +4.17% | +0.45% | +1.43% |
| BBg Muni | 1,390.04 | +$2.98 | +0.22% | -0.18% | -0.18% | +4.29% | +2.87% | +0.84% | +2.16% |
| BBg US Agg Bond | 2,347.75 | +$4.82 | +0.21% | -0.05% | -0.05% | +4.35% | +3.63% | +0.31% | +1.70% |
| BBg US TIPS | 373.53 | +$0.06 | +0.02% | +0.26% | +0.26% | +3.00% | +3.18% | +1.48% | +2.66% |
| BBg US Universal | 639.70 | +$1.41 | +0.22% | -0.15% | -0.15% | +4.64% | +4.18% | +0.65% | +2.11% |
| BBg 1-3 Gov/Cred | 1,516.75 | +$1.11 | +0.07% | +0.28% | +0.28% | +3.96% | +4.35% | +2.04% | +2.02% |
| BBg 6M SWAP | 267.92 | +$0.04 | +0.01% | +0.79% | +0.79% | +3.90% | +4.61% | +3.14% | +2.27% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 20,718.05 | +$331.14 | +1.62% | -1.19% | -1.19% | +12.24% | +10.71% | +5.81% | +7.91% |
| LI Equity Inc Obj Index | 24,426.51 | +$476.93 | +1.99% | +0.18% | +0.18% | +13.51% | +13.11% | +9.46% | +10.60% |
| LI International Index | 3,365.75 | +$92.57 | +2.83% | +0.06% | +0.06% | +21.83% | +14.08% | +7.47% | +8.69% |
| LI Large Cap Core Index | 16,093.34 | +$466.76 | +2.99% | -4.77% | -4.77% | +16.68% | +17.58% | +11.08% | +13.20% |
| LI Large Cap Growth Index | 27,877.07 | +$1,061.19 | +3.96% | -8.74% | -8.74% | +18.68% | +20.55% | +10.33% | +15.52% |
| LI Large Cap Value Index | 60,744.02 | +$1,270.34 | +2.14% | +1.13% | +1.13% | +18.74% | +16.69% | +10.96% | +11.95% |
| LI Mid Cap Core Index | 4,118.50 | +$101.63 | +2.53% | +0.95% | +0.95% | +14.09% | +11.61% | +6.80% | +9.95% |
| LI Mid Cap Growth Index | 3,982.18 | +$128.45 | +3.33% | -5.26% | -5.26% | +6.89% | +6.79% | +0.42% | +9.43% |
| LI Mid Cap Value Index | 5,869.05 | +$124.01 | +2.16% | +2.43% | +2.43% | +14.45% | +11.35% | +7.76% | +9.14% |
| LI Multi Cap Core Index | 51,968.34 | +$1,524.19 | +3.02% | -3.17% | -3.17% | +19.21% | +16.89% | +10.16% | +12.80% |
| LI Multi Cap Growth Index | 22,453.05 | +$774.54 | +3.57% | -7.60% | -7.60% | +18.55% | +18.63% | +7.14% | +13.82% |
| LI Multi Cap Value Index | 21,431.18 | +$420.52 | +2.00% | +0.76% | +0.76% | +14.87% | +13.89% | +9.14% | +10.02% |
| LI Small Cap Core Index | 2,317.28 | +$69.26 | +3.08% | +1.74% | +1.74% | +17.94% | +10.84% | +5.07% | +9.66% |
| LI Small Cap Growth Index | 3,085.60 | +$128.92 | +4.36% | -1.90% | -1.90% | +14.94% | +9.49% | +1.81% | +10.72% |
| LI Small Cap Value Index | 3,584.62 | +$75.64 | +2.16% | +4.41% | +4.41% | +23.27% | +12.96% | +7.80% | +9.76% |
| LI General Muni Index | 1,554.41 | +$4.52 | +0.29% | +0.05% | +0.05% | +3.90% | +3.35% | +0.76% | +2.23% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 539.99 | +$10.01 | +1.89% | -3.20% | -3.20% | +20.01% | +16.58% | +9.49% | +11.33% |
| MSCI AC Wld exUS (Net MA) | 419.04 | +$0.49 | +0.12% | -0.66% | -0.66% | +25.15% | +14.70% | +7.20% | +8.56% |
| MSCI AC Asia ex Jap (G) | 2,375.22 | -$39.67 | -1.64% | -1.13% | -1.13% | +29.09% | +14.66% | +3.36% | +8.61% |
| MSCI Emerging Markets (G) | 3,829.72 | -$40.71 | -1.05% | -0.10% | -0.10% | +30.30% | +15.41% | +4.16% | +8.24% |
| MSCI EM Eur ME Africa TR | 609.23 | +$9.06 | +1.51% | +0.05% | +0.05% | +22.41% | +15.43% | +3.74% | +4.77% |
| MSCI EM Latin America (G) | 12,315.74 | +$380.65 | +3.19% | +14.67% | +14.67% | +58.21% | +19.23% | +13.47% | +8.83% |
| MSCI Europe (Net MA) | 12,890.17 | +$118.33 | +0.93% | -2.73% | -2.73% | +19.56% | +13.61% | +9.12% | +8.79% |
| MSCI EAFE (Net MA) | 11,055.26 | +$46.80 | +0.43% | -1.17% | -1.17% | +21.61% | +13.90% | +8.16% | +8.62% |
| MSCI EAFE Growth (Net MA) | 3,297.30 | +$18.44 | +0.56% | -4.66% | -4.66% | +12.87% | +7.68% | +3.70% | +7.30% |
| MSCI EAFE Sm Cap (Net MA) | 708.40 | +$3.24 | +0.46% | -1.21% | -1.21% | +25.83% | +12.88% | +4.63% | +7.60% |
| MSCI EAFE Val (Net MA) | 424.37 | +$1.29 | +0.31% | +2.09% | +2.09% | +30.54% | +20.25% | +12.54% | +9.65% |
| MSCI Golden Dragon | 568.84 | -$5.50 | -0.96% | -0.70% | -0.70% | +29.20% | +15.40% | +2.35% | +9.25% |
| MSCI US IM Biotechnology | 18,660.41 | +$558.67 | +3.09% | +1.68% | +1.68% | +22.83% | +13.21% | +9.38% | +10.31% |
| MSCI US IM Consumer Discr | 12,190.69 | +$390.72 | +3.31% | -9.17% | -9.17% | +10.76% | +14.10% | +4.86% | +12.43% |
| MSCI US IM Cons Staples | 8,806.02 | +$10.74 | +0.12% | +7.63% | +7.63% | +5.81% | +8.70% | +8.23% | +8.31% |
| MSCI US IM Energy | 9,253.85 | -$104.13 | -1.11% | +38.28% | +38.28% | +37.46% | +18.55% | +25.07% | +11.02% |
| MSCI US IM Financials | 5,158.82 | +$109.85 | +2.18% | -9.17% | -9.17% | +2.77% | +18.04% | +9.70% | +12.45% |
| MSCI US IM Health Care | 9,154.40 | +$206.91 | +2.31% | -4.94% | -4.94% | +4.81% | +6.28% | +5.20% | +9.94% |
| MSCI US IM Industrials | 12,180.19 | +$406.47 | +3.45% | +4.97% | +4.97% | +27.68% | +19.47% | +12.12% | +13.30% |
| MSCI US IM Info Tech | 24,379.61 | +$1,004.26 | +4.30% | -8.75% | -8.75% | +29.18% | +24.88% | +16.32% | +21.86% |
| MSCI US IM Materials | 8,982.05 | +$209.03 | +2.38% | +9.07% | +9.07% | +21.41% | +10.13% | +7.42% | +10.73% |
| MSCI US Semicon & Equip | 41,609.59 | +$2,218.35 | +5.63% | -2.08% | -2.08% | +72.62% | +52.23% | +33.11% | +32.75% |
| MSCI US IM Comm Svcs | 8,288.13 | +$350.59 | +4.42% | -7.17% | -7.17% | +31.71% | +29.31% | +11.16% | +11.79% |
| MSCI US IM Utilities | 11,382.71 | -$4.52 | -0.04% | +7.80% | +7.80% | +19.31% | +13.91% | +10.59% | +9.77% |
| MSCI World (N) | 13,698.19 | +$305.26 | +2.28% | -3.57% | -3.57% | +18.90% | +16.77% | +10.27% | +11.80% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 6,403.72 | +$223.66 | +3.62% | -6.35% | -6.35% | +9.56% | +12.74% | +5.37% | +11.69% |
| Russell Midcap Value | 7,477.60 | +$173.50 | +2.38% | +3.68% | +3.68% | +17.62% | +13.14% | +7.94% | +9.75% |
| Russell Top 200 | 20,822.01 | +$608.51 | +3.01% | -5.54% | -5.54% | +18.25% | +19.68% | +12.71% | +15.04% |
| Russell 1000 Growth | 4,459.94 | +$161.45 | +3.76% | -9.78% | -9.78% | +18.81% | +21.18% | +12.76% | +16.83% |
| Russell 1000 Value | 3,231.52 | +$66.95 | +2.12% | +2.10% | +2.10% | +15.87% | +14.31% | +9.43% | +10.58% |
| Russell 2000 | 13,725.25 | +$458.52 | +3.46% | +0.89% | +0.89% | +25.72% | +13.05% | +3.77% | +9.88% |
| Russell 2000 Growth | 11,848.03 | +$485.68 | +4.27% | -2.81% | -2.81% | +23.58% | +12.27% | +1.62% | +9.79% |
| Russell 2000 Value | 20,762.77 | +$531.60 | +2.63% | +4.96% | +4.96% | +28.09% | +13.80% | +5.79% | +9.61% |
| Russell 3000 Growth | 22,966.24 | +$842.94 | +3.81% | -9.54% | -9.54% | +18.75% | +20.64% | +12.05% | +16.38% |
| Russell 3000 Value | 16,719.95 | +$350.09 | +2.14% | +2.23% | +2.23% | +16.37% | +14.26% | +9.19% | +10.52% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,547.16 | +$22.37 | +1.47% | +4.65% | +4.65% | +7.26% | +9.15% | +5.57% | +4.75% |
| EPRA/NAREIT Dev xNthAm(N) | 3,916.99 | +$13.63 | +0.35% | -4.75% | -4.75% | +15.90% | +5.98% | -1.53% | +1.36% |
| J.P. Morgan EMBI Global | 1,006.27 | +$3.85 | +0.38% | -1.14% | -1.14% | +9.59% | +8.61% | +2.50% | +3.61% |
| ICE BofA US HY Const | 613.90 | +$3.56 | +0.58% | -0.55% | -0.55% | +6.90% | +8.50% | +4.19% | +6.04% |
| TOPIX Total Return Index | 6,229.53 | -$79.21 | -1.26% | +2.11% | +2.11% | +26.57% | +16.16% | +7.03% | +8.77% |
All market indices are unmanaged.
It is not possible to invest in an index.