Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 39,558.11 | +$126.60 | +0.32% | +4.96% | -0.63% | +10.90% | +3.74% | +7.30% | +8.59% |
| NASDAQ Comp. ex div Price | 16,511.18 | +$122.94 | +0.75% | +9.99% | +0.80% | +28.06% | +3.89% | +14.10% | +14.30% |
| S&P 500 (P) | 5,246.68 | +$25.26 | +0.48% | +10.00% | -0.15% | +20.78% | +6.39% | +11.32% | +10.33% |
| Russell 3000 | 17,193.80 | +$96.23 | +0.56% | +9.78% | -0.22% | +22.30% | +6.35% | +12.43% | +11.81% |
| MSCI EAFE (G) | 11,458.91 | +$25.85 | +0.23% | +7.17% | +1.17% | +9.84% | +3.39% | +6.70% | +4.88% |
| DJ US Total Stk Mkt | 259.76 | +$1.47 | +0.57% | +9.81% | -0.22% | +22.42% | +6.21% | +12.32% | +11.73% |
S&P Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| S&P 500 (P) | 5,246.68 | +$25.26 | +0.48% | +10.00% | -0.15% | +20.78% | +6.39% | +11.32% | +10.33% |
| S&P MidCap 400 | 4,944.35 | +$48.29 | +0.99% | +9.15% | -0.74% | +16.82% | +3.25% | +9.47% | +9.48% |
| S&P/TSX Composite Index | 90,177.90 | -$6.55 | -0.01% | +3.69% | -0.20% | +7.34% | +3.70% | +8.40% | +4.84% |
Bloomberg Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| BBg Government Bond | 2,206.00 | +$4.96 | +0.23% | -1.81% | -0.89% | -2.69% | -3.67% | -0.45% | +0.76% |
| BBg Int Govt/Cr Bond | 2,255.82 | +$3.62 | +0.16% | -0.41% | -0.27% | +0.69% | -1.67% | +0.78% | +1.42% |
| BBg MBS | 2,092.35 | +$6.82 | +0.33% | -1.77% | -0.73% | -2.19% | -4.00% | -0.98% | +0.72% |
| BBg Muni | 1,314.14 | -$0.18 | -0.01% | -0.58% | -0.20% | +2.08% | -1.10% | +1.26% | +2.41% |
| BBg US Agg Bond | 2,127.38 | +$5.41 | +0.26% | -1.60% | -0.83% | -1.47% | -3.54% | -0.16% | +1.20% |
| BBg US TIPS | 340.32 | +$0.66 | +0.20% | -0.45% | -0.37% | -1.35% | -1.55% | +2.07% | +1.90% |
| BBg US Universal | 576.75 | +$1.35 | +0.24% | -1.17% | -0.71% | -0.34% | -3.15% | +0.18% | +1.51% |
| BBg 1-3 Gov/Cred | 1,385.04 | +$1.16 | +0.08% | +0.67% | +0.25% | +2.79% | +0.11% | +1.24% | +1.24% |
| BBg 6M SWAP | 247.19 | +$0.04 | +0.02% | +1.77% | +0.58% | +5.09% | +2.42% | +2.00% | +1.47% |
Lipper Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| LI Balanced Index | 17,513.58 | +$67.86 | +0.39% | +4.98% | -0.17% | +10.18% | +1.80% | +6.56% | +6.39% |
| LI Equity Inc Obj Index | 19,997.04 | +$77.59 | +0.39% | +7.83% | -0.02% | +12.46% | +6.17% | +9.18% | +8.76% |
| LI International Index | 2,646.78 | +$14.71 | +0.56% | +7.74% | +1.77% | +9.36% | +1.47% | +6.31% | +4.71% |
| LI Large Cap Core Index | 12,978.99 | +$59.25 | +0.46% | +11.66% | +0.13% | +23.64% | +7.62% | +12.27% | +11.30% |
| LI Large Cap Growth Index | 22,413.78 | +$123.52 | +0.55% | +12.97% | -0.14% | +32.45% | +5.50% | +14.23% | +13.96% |
| LI Large Cap Value Index | 47,706.83 | +$209.66 | +0.44% | +10.16% | +0.05% | +18.17% | +7.09% | +10.30% | +9.41% |
| LI Mid Cap Core Index | 3,568.02 | +$20.66 | +0.58% | +7.40% | -1.66% | +15.76% | +3.35% | +9.12% | +8.49% |
| LI Mid Cap Growth Index | 3,827.64 | +$28.69 | +0.76% | +4.63% | -3.42% | +14.71% | -3.54% | +7.03% | +9.33% |
| LI Mid Cap Value Index | 5,080.45 | +$30.06 | +0.60% | +6.57% | -0.96% | +14.10% | +4.82% | +9.06% | +7.55% |
| LI Multi Cap Core Index | 41,381.12 | +$232.13 | +0.56% | +9.19% | -0.43% | +20.94% | +5.73% | +11.73% | +10.65% |
| LI Multi Cap Growth Index | 17,787.98 | +$119.83 | +0.68% | +9.69% | -1.65% | +27.94% | +0.65% | +11.30% | +11.92% |
| LI Multi Cap Value Index | 17,694.43 | +$77.77 | +0.44% | +8.08% | -0.89% | +16.15% | +5.86% | +9.20% | +7.92% |
| LI Small Cap Core Index | 2,008.68 | +$18.10 | +0.91% | +4.46% | -1.22% | +14.36% | +0.80% | +7.43% | +7.82% |
| LI Small Cap Growth Index | 2,741.46 | +$25.87 | +0.95% | +4.98% | -2.57% | +13.20% | -3.77% | +7.10% | +9.30% |
| LI Small Cap Value Index | 2,990.14 | +$26.94 | +0.91% | +3.78% | -0.63% | +16.95% | +3.93% | +8.39% | +6.96% |
| LI General Muni Index | 1,470.85 | +$1.08 | +0.07% | +0.50% | +0.13% | +3.09% | -1.36% | +1.25% | +2.55% |
MSCI, Inc. Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| MSCI ACWI (N) | 422.25 | +$1.68 | +0.40% | +8.79% | +0.55% | +17.46% | +4.27% | +9.44% | +8.19% |
| MSCI AC Wld exUS (Net MA) | 320.58 | +$0.68 | +0.21% | +6.57% | +1.75% | +9.51% | +0.51% | +5.21% | +4.10% |
| MSCI AC Asia ex Jap (G) | 1,731.04 | +$5.46 | +0.32% | +7.84% | +5.27% | +7.90% | -6.90% | +2.14% | +4.54% |
| MSCI Emerging Markets (G) | 2,812.18 | +$6.07 | +0.22% | +6.49% | +3.96% | +10.33% | -5.31% | +2.28% | +3.34% |
| MSCI EM Eur ME Africa (G) | 447.68 | -$2.25 | -0.50% | +3.03% | +1.92% | +6.88% | -5.31% | -1.67% | -0.82% |
| MSCI EM Latin America (G) | 8,920.42 | -$11.73 | -0.13% | -4.36% | -0.48% | +15.92% | +8.40% | +3.31% | +1.43% |
| MSCI Europe (Net MA) | 10,359.44 | +$34.02 | +0.33% | +8.47% | +3.00% | +7.77% | +4.24% | +7.07% | +4.26% |
| MSCI EAFE (Net MA) | 8,738.93 | +$19.65 | +0.23% | +6.98% | +1.07% | +9.51% | +3.08% | +6.40% | +4.58% |
| MSCI EAFE Growth (Net MA) | 2,984.22 | +$5.76 | +0.19% | +6.67% | -0.37% | +6.35% | +0.13% | +6.42% | +5.51% |
| MSCI EAFE Sm Cap (Net MA) | 548.54 | +$1.39 | +0.25% | +3.11% | +0.65% | +5.24% | -3.45% | +3.86% | +4.63% |
| MSCI EAFE Val (Net MA) | 294.73 | +$0.76 | +0.26% | +7.35% | +2.64% | +12.82% | +5.86% | +5.97% | +3.41% |
| MSCI Golden Dragon | 387.46 | +$1.02 | +0.26% | +12.08% | +10.09% | +2.40% | -11.41% | -0.07% | +4.77% |
| MSCI US IM Biotechnology | 14,267.82 | +$67.54 | +0.48% | +3.14% | -2.15% | +5.17% | +3.44% | +9.56% | +8.88% |
| MSCI US IM Consumer Discr | 10,314.73 | +$62.92 | +0.61% | +3.62% | -1.70% | +22.53% | -0.92% | +11.23% | +12.50% |
| MSCI US IM Cons Staples | 7,549.32 | -$11.60 | -0.15% | +9.07% | +1.41% | +3.47% | +6.65% | +9.29% | +8.79% |
| MSCI US IM Energy | 6,573.08 | +$21.85 | +0.33% | +12.61% | -0.46% | +14.76% | +29.08% | +12.35% | +3.07% |
| MSCI US IM Financials | 4,189.53 | +$24.96 | +0.60% | +10.78% | -0.67% | +25.60% | +5.23% | +9.44% | +10.54% |
| MSCI US IM Health Care | 8,552.78 | +$41.54 | +0.49% | +5.45% | -2.68% | +5.83% | +3.96% | +10.46% | +10.90% |
| MSCI US IM Industrials | 9,218.37 | +$19.05 | +0.21% | +10.32% | -0.71% | +25.99% | +7.69% | +11.60% | +10.67% |
| MSCI US IM Info Tech | 17,948.11 | +$169.08 | +0.95% | +12.41% | +0.40% | +35.28% | +11.96% | +20.48% | +20.07% |
| MSCI US IM Materials | 7,801.43 | +$16.88 | +0.22% | +7.04% | -0.87% | +12.27% | +4.30% | +11.07% | +8.36% |
| MSCI US Semicon & Equip | 23,429.63 | +$359.12 | +1.56% | +37.87% | +0.20% | +99.19% | +30.63% | +33.87% | +27.57% |
| MSCI US IM Comm Svcs | 5,763.18 | +$28.33 | +0.49% | +17.94% | +3.28% | +38.13% | +1.28% | +10.57% | +9.23% |
| MSCI US IM Utilities | 8,393.14 | +$21.83 | +0.26% | +14.06% | +8.76% | +0.30% | +3.12% | +5.45% | +7.94% |
| MSCI World (N) | 10,782.65 | +$45.20 | +0.42% | +9.08% | +0.18% | +18.39% | +5.63% | +10.46% | +8.87% |
Russell Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| Russell Midcap Growth | 5,471.92 | +$36.29 | +0.67% | +6.17% | -3.04% | +20.70% | +0.70% | +9.52% | +10.85% |
| Russell Midcap Value | 6,149.62 | +$38.46 | +0.63% | +7.07% | -1.07% | +14.09% | +3.26% | +8.06% | +7.94% |
| Russell Top 200 | 16,138.78 | +$79.93 | +0.50% | +11.20% | +0.33% | +24.97% | +8.58% | +14.22% | +13.15% |
| Russell 1000 Growth | 3,501.59 | +$21.53 | +0.62% | +12.00% | +0.52% | +31.80% | +8.48% | +16.46% | +15.48% |
| Russell 1000 Value | 2,577.80 | +$10.89 | +0.42% | +7.96% | -0.94% | +13.42% | +5.17% | +8.60% | +8.43% |
| Russell 2000 | 11,177.12 | +$127.71 | +1.16% | +3.37% | -1.72% | +13.32% | -3.18% | +5.83% | +7.22% |
| Russell 2000 Growth | 9,801.30 | +$119.55 | +1.23% | +4.63% | -2.74% | +12.39% | -5.92% | +5.04% | +7.60% |
| Russell 2000 Value | 16,616.04 | +$177.13 | +1.08% | +2.19% | -0.69% | +14.03% | -0.67% | +5.96% | +6.45% |
| Russell 3000 Growth | 18,110.44 | +$116.46 | +0.65% | +11.63% | +0.37% | +30.75% | +7.59% | +15.75% | +14.96% |
| Russell 3000 Value | 13,346.19 | +$61.24 | +0.46% | +7.62% | -0.92% | +13.45% | +4.80% | +8.43% | +8.30% |
Other Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ US Sel Real Estate Sec | 1,284.11 | +$9.47 | +0.74% | -2.73% | -2.38% | +1.75% | -1.56% | +1.47% | +4.72% |
| EPRA/NAREIT Dev xNthAm(N) | 3,457.87 | -$2.15 | -0.06% | -3.18% | -1.15% | -1.68% | -8.58% | -3.85% | +0.16% |
| J.P. Morgan Glbl EMBI Idx | 858.11 | +$0.52 | +0.06% | +1.13% | -0.27% | +6.79% | -2.38% | +0.50% | +2.48% |
| ICE BofA US HY Const | 533.78 | +$0.21 | +0.04% | +1.52% | +0.01% | +8.89% | +1.50% | +3.52% | +4.18% |
| TOPIX Total Return Index | 4,635.55 | +$11.69 | +0.25% | +5.05% | -4.54% | +18.00% | +2.61% | +6.24% | +6.74% |
All market indices are unmanaged.
It is not possible to invest in an index.