Major Indices
| Index | Most Recent | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | Change | Chg (%) | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
| DJ Industrial Ave w/o div | 39,431.51 | -$81.33 | -0.21% | +4.62% | -0.94% | +10.90% | +3.74% | +7.30% | +8.59% |
| NASDAQ Comp. ex div Price | 16,388.24 | +$47.37 | +0.29% | +9.17% | +0.05% | +28.06% | +3.89% | +14.10% | +14.30% |
| S&P 500 (P) | 5,221.42 | -$1.26 | -0.02% | +9.47% | -0.63% | +20.78% | +6.39% | +11.32% | +10.33% |
| Russell 3000 | 17,097.57 | -$3.60 | -0.02% | +9.16% | -0.78% | +22.30% | +6.35% | +12.43% | +11.81% |
| MSCI EAFE (G) | 11,433.06 | +$35.43 | +0.31% | +6.92% | +0.94% | +9.84% | +3.39% | +6.70% | +4.88% |
| DJ US Total Stk Mkt | 258.29 | -$0.04 | -0.01% | +9.19% | -0.78% | +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) | 5,221.42 | -$1.26 | -0.02% | +9.47% | -0.63% | +20.78% | +6.39% | +11.32% | +10.33% |
| S&P MidCap 400 | 4,896.05 | -$4.25 | -0.09% | +8.08% | -1.70% | +16.82% | +3.25% | +9.47% | +9.48% |
| S&P/TSX Composite Index | 90,184.45 | -$201.57 | -0.22% | +3.51% | -0.37% | +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 | 2,201.03 | +$2.26 | +0.10% | -2.03% | -1.11% | -2.69% | -3.67% | -0.45% | +0.76% |
| BBg Int Govt/Cr Bond | 2,252.20 | +$1.51 | +0.07% | -0.57% | -0.43% | +0.69% | -1.67% | +0.78% | +1.42% |
| BBg MBS | 2,085.52 | +$3.70 | +0.18% | -2.09% | -1.05% | -2.19% | -4.00% | -0.98% | +0.72% |
| BBg Muni | 1,314.32 | -$0.25 | -0.02% | -0.57% | -0.19% | +2.08% | -1.10% | +1.26% | +2.41% |
| BBg US Agg Bond | 2,121.97 | +$2.47 | +0.12% | -1.85% | -1.08% | -1.47% | -3.54% | -0.16% | +1.20% |
| BBg US TIPS | 339.66 | +$0.32 | +0.10% | -0.65% | -0.56% | -1.35% | -1.55% | +2.07% | +1.90% |
| BBg US Universal | 575.40 | +$0.63 | +0.11% | -1.40% | -0.94% | -0.34% | -3.15% | +0.18% | +1.51% |
| BBg 1-3 Gov/Cred | 1,383.88 | +$0.50 | +0.04% | +0.59% | +0.17% | +2.79% | +0.11% | +1.24% | +1.24% |
| BBg 6M SWAP | 247.15 | +$0.10 | +0.04% | +1.75% | +0.57% | +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 | 17,445.72 | -$3.02 | -0.02% | +4.57% | -0.55% | +10.18% | +1.80% | +6.56% | +6.39% |
| LI Equity Inc Obj Index | 19,919.45 | -$13.76 | -0.07% | +7.41% | -0.41% | +12.46% | +6.17% | +9.18% | +8.76% |
| LI International Index | 2,632.07 | +$0.89 | +0.03% | +7.14% | +1.21% | +9.36% | +1.47% | +6.31% | +4.71% |
| LI Large Cap Core Index | 12,919.74 | -$15.57 | -0.12% | +11.15% | -0.33% | +23.64% | +7.62% | +12.27% | +11.30% |
| LI Large Cap Growth Index | 22,290.26 | +$71.50 | +0.32% | +12.35% | -0.69% | +32.45% | +5.50% | +14.23% | +13.96% |
| LI Large Cap Value Index | 47,497.17 | -$12.58 | -0.03% | +9.67% | -0.39% | +18.17% | +7.09% | +10.30% | +9.41% |
| LI Mid Cap Core Index | 3,547.36 | -$10.17 | -0.29% | +6.78% | -2.23% | +15.76% | +3.35% | +9.12% | +8.49% |
| LI Mid Cap Growth Index | 3,798.95 | -$14.58 | -0.38% | +3.85% | -4.14% | +14.71% | -3.54% | +7.03% | +9.33% |
| LI Mid Cap Value Index | 5,050.39 | +$8.02 | +0.16% | +5.94% | -1.54% | +14.10% | +4.82% | +9.06% | +7.55% |
| LI Multi Cap Core Index | 41,148.99 | -$21.54 | -0.05% | +8.58% | -0.99% | +20.94% | +5.73% | +11.73% | +10.65% |
| LI Multi Cap Growth Index | 17,668.15 | +$18.34 | +0.10% | +8.95% | -2.31% | +27.94% | +0.65% | +11.30% | +11.92% |
| LI Multi Cap Value Index | 17,616.66 | +$27.31 | +0.16% | +7.60% | -1.32% | +16.15% | +5.86% | +9.20% | +7.92% |
| LI Small Cap Core Index | 1,990.58 | -$0.49 | -0.02% | +3.52% | -2.11% | +14.36% | +0.80% | +7.43% | +7.82% |
| LI Small Cap Growth Index | 2,715.59 | -$7.71 | -0.28% | +3.99% | -3.49% | +13.20% | -3.77% | +7.10% | +9.30% |
| LI Small Cap Value Index | 2,963.20 | +$2.88 | +0.10% | +2.84% | -1.52% | +16.95% | +3.93% | +8.39% | +6.96% |
| LI General Muni Index | 1,469.77 | +$0.36 | +0.02% | +0.43% | +0.06% | +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) | 420.57 | +$0.47 | +0.11% | +8.36% | +0.15% | +17.46% | +4.27% | +9.44% | +8.19% |
| MSCI AC Wld exUS (Net MA) | 319.90 | +$1.16 | +0.36% | +6.34% | +1.53% | +9.51% | +0.51% | +5.21% | +4.10% |
| MSCI AC Asia ex Jap (G) | 1,725.58 | +$12.35 | +0.72% | +7.50% | +4.94% | +7.90% | -6.90% | +2.14% | +4.54% |
| MSCI Emerging Markets (G) | 2,806.11 | +$18.51 | +0.66% | +6.26% | +3.73% | +10.33% | -5.31% | +2.28% | +3.34% |
| MSCI EM Eur ME Africa (G) | 449.93 | +$2.38 | +0.53% | +3.55% | +2.43% | +6.88% | -5.31% | -1.67% | -0.82% |
| MSCI EM Latin America (G) | 8,932.15 | +$28.22 | +0.32% | -4.23% | -0.35% | +15.92% | +8.40% | +3.31% | +1.43% |
| MSCI Europe (Net MA) | 10,325.42 | +$44.55 | +0.43% | +8.11% | +2.66% | +7.77% | +4.24% | +7.07% | +4.26% |
| MSCI EAFE (Net MA) | 8,719.28 | +$26.40 | +0.30% | +6.74% | +0.84% | +9.51% | +3.08% | +6.40% | +4.58% |
| MSCI EAFE Growth (Net MA) | 2,978.45 | +$7.60 | +0.26% | +6.46% | -0.56% | +6.35% | +0.13% | +6.42% | +5.51% |
| MSCI EAFE Sm Cap (Net MA) | 547.15 | +$1.49 | +0.27% | +2.85% | +0.39% | +5.24% | -3.45% | +3.86% | +4.63% |
| MSCI EAFE Val (Net MA) | 293.96 | +$1.04 | +0.35% | +7.07% | +2.37% | +12.82% | +5.86% | +5.97% | +3.41% |
| MSCI Golden Dragon | 386.44 | +$4.48 | +1.17% | +11.79% | +9.80% | +2.40% | -11.41% | -0.07% | +4.77% |
| MSCI US IM Biotechnology | 14,200.28 | +$134.65 | +0.96% | +2.65% | -2.61% | +5.17% | +3.44% | +9.56% | +8.88% |
| MSCI US IM Consumer Discr | 10,251.81 | -$7.76 | -0.08% | +2.99% | -2.30% | +22.53% | -0.92% | +11.23% | +12.50% |
| MSCI US IM Cons Staples | 7,560.92 | -$17.42 | -0.23% | +9.24% | +1.57% | +3.47% | +6.65% | +9.29% | +8.79% |
| MSCI US IM Energy | 6,551.23 | -$15.57 | -0.24% | +12.24% | -0.79% | +14.76% | +29.08% | +12.35% | +3.07% |
| MSCI US IM Financials | 4,164.57 | -$18.49 | -0.44% | +10.12% | -1.27% | +25.60% | +5.23% | +9.44% | +10.54% |
| MSCI US IM Health Care | 8,511.24 | -$3.64 | -0.04% | +4.93% | -3.15% | +5.83% | +3.96% | +10.46% | +10.90% |
| MSCI US IM Industrials | 9,199.32 | -$45.91 | -0.50% | +10.09% | -0.92% | +25.99% | +7.69% | +11.60% | +10.67% |
| MSCI US IM Info Tech | 17,779.03 | +$85.01 | +0.48% | +11.35% | -0.55% | +35.28% | +11.96% | +20.48% | +20.07% |
| MSCI US IM Materials | 7,784.56 | -$0.46 | -0.01% | +6.80% | -1.08% | +12.27% | +4.30% | +11.07% | +8.36% |
| MSCI US Semicon & Equip | 23,070.51 | +$93.61 | +0.41% | +35.75% | -1.33% | +99.19% | +30.63% | +33.87% | +27.57% |
| MSCI US IM Comm Svcs | 5,734.86 | -$7.68 | -0.13% | +17.36% | +2.77% | +38.13% | +1.28% | +10.57% | +9.23% |
| MSCI US IM Utilities | 8,371.31 | +$1.14 | +0.01% | +13.77% | +8.48% | +0.30% | +3.12% | +5.45% | +7.94% |
| MSCI World (N) | 10,737.44 | +$5.31 | +0.05% | +8.62% | -0.24% | +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 | 5,435.63 | -$20.93 | -0.38% | +5.47% | -3.68% | +20.70% | +0.70% | +9.52% | +10.85% |
| Russell Midcap Value | 6,111.16 | -$7.16 | -0.12% | +6.40% | -1.69% | +14.09% | +3.26% | +8.06% | +7.94% |
| Russell Top 200 | 16,058.85 | +$3.60 | +0.02% | +10.65% | -0.17% | +24.97% | +8.58% | +14.22% | +13.15% |
| Russell 1000 Growth | 3,480.05 | +$0.37 | +0.01% | +11.31% | -0.09% | +31.80% | +8.48% | +16.46% | +15.48% |
| Russell 1000 Value | 2,566.91 | -$1.95 | -0.08% | +7.51% | -1.36% | +13.42% | +5.17% | +8.60% | +8.43% |
| Russell 2000 | 11,049.41 | +$12.71 | +0.12% | +2.19% | -2.84% | +13.32% | -3.18% | +5.83% | +7.22% |
| Russell 2000 Growth | 9,681.75 | +$15.49 | +0.16% | +3.36% | -3.93% | +12.39% | -5.92% | +5.04% | +7.60% |
| Russell 2000 Value | 16,438.91 | +$11.56 | +0.07% | +1.10% | -1.75% | +14.03% | -0.67% | +5.96% | +6.45% |
| Russell 3000 Growth | 17,993.98 | +$3.14 | +0.02% | +10.92% | -0.28% | +30.75% | +7.59% | +15.75% | +14.96% |
| Russell 3000 Value | 13,284.94 | -$8.98 | -0.07% | +7.12% | -1.38% | +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 | 1,274.64 | +$5.93 | +0.47% | -3.45% | -3.10% | +1.75% | -1.56% | +1.47% | +4.72% |
| EPRA/NAREIT Dev xNthAm(N) | 3,460.02 | +$0.10 | +0.00% | -3.12% | -1.09% | -1.68% | -8.58% | -3.85% | +0.16% |
| J.P. Morgan Glbl EMBI Idx | 857.60 | +$0.84 | +0.10% | +1.06% | -0.33% | +6.79% | -2.38% | +0.50% | +2.48% |
| ICE BofA US HY Const | 533.57 | +$0.13 | +0.02% | +1.48% | -0.03% | +8.89% | +1.50% | +3.52% | +4.18% |
| TOPIX Total Return Index | 4,623.86 | -$7.01 | -0.15% | +5.10% | -4.50% | +18.00% | +2.61% | +6.24% | +6.74% |
All market indices are unmanaged.
It is not possible to invest in an index.