Major Indices

Index Most Recent as of 05/14/2026 Month-End Average Annual Total Returns
as of 04/30/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ Industrial Ave w/o div +$370.26 +0.75% +4.16% +8.03% +22.09% +13.34% +7.95% +10.82%
NASDAQ Comp. ex div Price +$232.88 +0.88% +14.60% +23.36% +42.68% +26.74% +12.26% +17.95%
S&P 500 (P) +$56.99 +0.77% +9.58% +14.90% +29.45% +20.02% +11.51% +13.32%
Russell 3000 +$187.44 +0.76% +9.74% +14.26% +31.01% +21.30% +11.91% +14.75%
MSCI EAFE (G) +$6.38 +0.04% +7.91% +9.13% +25.22% +15.88% +9.38% +9.39%
DJ US Total Stk Mkt +$2.85 +0.76% +10.03% +14.60% +31.37% +21.40% +11.86% +14.71%


S&P Indices

Index Most Recent as of 05/14/2026 Month-End Average Annual Total Returns
as of 04/30/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P 500 (P) +$56.99 +0.77% +9.58% +14.90% +29.45% +20.02% +11.51% +13.32%
S&P MidCap 400 +$27.65 +0.45% +11.54% +8.81% +29.49% +15.25% +7.60% +11.29%
S&P/TSX Composite Index +$970.12 +0.67% +8.69% +6.46% +42.18% +21.39% +13.20% +11.67%


Bloomberg Indices

Index Most Recent as of 05/14/2026 Month-End Average Annual Total Returns
as of 04/30/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg Government Bond -$0.82 -0.03% -0.38% -0.34% +2.54% +2.42% -0.26% +1.07%
BBg Int Govt/Cr Bond -$1.61 -0.06% +0.01% +0.04% +3.67% +4.11% +1.27% +2.03%
BBg MBS -$1.29 -0.05% +0.31% -0.10% +5.56% +4.02% +0.35% +1.42%
BBg Muni -$0.14 -0.01% +0.90% +1.08% +6.34% +3.34% +0.90% +2.20%
BBg US Agg Bond -$0.72 -0.03% -0.08% -0.04% +4.06% +3.46% +0.18% +1.67%
BBg US TIPS -$0.41 -0.11% +1.39% +1.13% +4.07% +3.54% +1.43% +2.75%
BBg US Universal -$0.15 -0.02% +0.05% +0.19% +4.59% +4.07% +0.54% +2.07%
BBg 1-3 Gov/Cred -$0.66 -0.04% +0.47% +0.19% +3.42% +4.31% +2.07% +2.03%
BBg 6M SWAP +$0.03 +0.01% +1.22% +0.43% +3.85% +4.61% +3.20% +2.29%


Lipper Indices

Index Most Recent as of 05/14/2026 Month-End Average Annual Total Returns
as of 04/30/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Balanced Index +$73.10 +0.33% +5.16% +6.43% +18.10% +12.16% +6.20% +8.34%
LI Equity Inc Obj Index +$177.48 +0.68% +7.48% +7.29% +24.25% +14.89% +10.05% +11.18%
LI International Index +$0.21 +0.01% +8.10% +8.04% +25.59% +15.67% +8.14% +9.16%
LI Large Cap Core Index +$143.67 +0.79% +8.76% +14.21% +29.06% +20.74% +12.15% +14.19%
LI Large Cap Growth Index +$371.69 +1.13% +9.26% +19.72% +32.56% +25.06% +11.64% +16.99%
LI Large Cap Value Index +$240.98 +0.37% +9.07% +7.85% +30.02% +18.50% +11.58% +12.46%
LI Mid Cap Core Index +$16.79 +0.38% +8.14% +7.13% +25.00% +14.29% +7.32% +10.59%
LI Mid Cap Growth Index +$30.81 +0.72% +2.27% +7.95% +13.60% +9.82% +0.71% +10.07%
LI Mid Cap Value Index +$25.28 +0.41% +8.24% +5.68% +26.89% +13.56% +8.13% +9.66%
LI Multi Cap Core Index +$380.83 +0.64% +11.26% +14.90% +33.28% +20.53% +11.34% +13.82%
LI Multi Cap Growth Index +$234.93 +0.92% +6.00% +14.71% +27.51% +22.63% +8.01% +14.87%
LI Multi Cap Value Index +$74.66 +0.32% +8.72% +7.90% +27.44% +15.89% +9.71% +10.51%
LI Small Cap Core Index +$14.21 +0.55% +13.24% +11.31% +34.39% +15.29% +6.53% +10.60%
LI Small Cap Growth Index +$28.85 +0.81% +13.83% +16.04% +29.65% +14.24% +3.26% +11.86%
LI Small Cap Value Index +$18.46 +0.48% +12.68% +7.92% +40.22% +17.05% +9.01% +10.47%
LI General Muni Index +$0.26 +0.02% +1.15% +1.10% +5.92% +3.73% +0.77% +2.27%


MSCI, Inc. Indices

Index Most Recent as of 05/14/2026 Month-End Average Annual Total Returns
as of 04/30/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI ACWI (N) +$3.80 +0.62% +10.60% +14.25% +31.00% +19.84% +10.68% +12.25%
MSCI AC Wld exUS (Net MA) +$1.42 +0.30% +12.44% +13.18% +32.44% +17.60% +8.56% +9.28%
MSCI AC Asia ex Jap (G) +$23.53 +0.79% +24.87% +26.29% +49.00% +21.42% +6.01% +10.36%
MSCI Emerging Markets (G) +$31.76 +0.68% +23.05% +23.17% +47.51% +21.28% +6.54% +9.68%
MSCI EM Eur ME Africa TR +$0.74 +0.12% +5.90% +5.85% +25.43% +15.50% +4.13% +4.81%
MSCI EM Latin America (G) -$73.61 -0.59% +15.53% +0.76% +52.61% +19.41% +13.35% +8.54%
MSCI Europe (Net MA) +$81.85 +0.59% +5.12% +8.07% +22.67% +14.68% +9.65% +9.28%
MSCI EAFE (Net MA) +$4.49 +0.04% +7.77% +9.05% +24.94% +15.58% +9.08% +9.09%
MSCI EAFE Growth (Net MA) -$4.06 -0.11% +5.75% +10.92% +17.04% +9.95% +4.64% +8.03%
MSCI EAFE Sm Cap (Net MA) +$0.68 +0.09% +10.15% +11.50% +29.55% +15.38% +5.60% +8.28%
MSCI EAFE Val (Net MA) +$0.78 +0.17% +9.66% +7.41% +33.05% +21.36% +13.45% +9.88%
MSCI Golden Dragon +$2.63 +0.39% +18.68% +19.52% +49.15% +22.09% +4.33% +10.78%
MSCI US IM Biotechnology -$38.81 -0.21% +0.46% -1.20% +23.62% +12.56% +8.46% +9.73%
MSCI US IM Consumer Discr -$18.99 -0.14% +1.11% +11.31% +23.03% +18.47% +5.71% +13.61%
MSCI US IM Cons Staples +$41.56 +0.46% +12.11% +4.17% +7.82% +8.54% +8.44% +8.77%
MSCI US IM Energy +$68.34 +0.78% +31.17% -5.14% +54.82% +16.55% +24.29% +9.75%
MSCI US IM Financials +$33.31 +0.62% -5.41% +4.14% +11.43% +19.54% +9.64% +12.81%
MSCI US IM Health Care -$10.28 -0.11% -4.36% +0.60% +8.35% +5.23% +4.35% +9.62%
MSCI US IM Industrials +$93.65 +0.71% +14.72% +9.28% +38.73% +23.34% +13.21% +14.14%
MSCI US IM Info Tech +$566.15 +1.80% +19.90% +31.39% +49.57% +31.96% +18.97% +24.46%
MSCI US IM Materials -$77.91 -0.83% +13.17% +3.76% +27.15% +11.56% +7.01% +10.49%
MSCI US Semicon & Equip +$1,498.18 +2.47% +46.01% +49.11% +118.16% +68.37% +39.81% +36.69%
MSCI US IM Comm Svcs -$15.54 -0.16% +11.72% +20.36% +54.69% +35.30% +13.25% +13.87%
MSCI US IM Utilities +$59.55 +0.54% +5.90% -1.77% +21.80% +14.18% +10.23% +10.22%
MSCI World (N) +$94.12 +0.61% +9.07% +13.11% +29.16% +19.70% +11.29% +12.65%


Russell Indices

Index Most Recent as of 05/14/2026 Month-End Average Annual Total Returns
as of 04/30/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell Midcap Growth +$62.00 +0.91% +0.64% +7.47% +12.86% +15.68% +5.54% +12.40%
Russell Midcap Value +$21.41 +0.26% +12.35% +8.35% +29.76% +15.93% +8.50% +10.32%
Russell Top 200 +$203.38 +0.85% +9.43% +15.85% +31.69% +23.11% +13.83% +16.19%
Russell 1000 Growth +$65.92 +1.27% +6.57% +18.12% +30.63% +25.40% +13.82% +18.26%
Russell 1000 Value +$7.67 +0.22% +12.32% +10.01% +29.25% +16.75% +10.29% +11.22%
Russell 2000 +$105.77 +0.68% +15.79% +14.78% +44.41% +18.19% +5.75% +10.98%
Russell 2000 Growth +$119.03 +0.85% +15.32% +18.65% +42.64% +17.97% +4.00% +11.19%
Russell 2000 Value +$109.93 +0.48% +16.28% +10.79% +46.34% +18.34% +7.33% +10.39%
Russell 3000 Growth +$339.93 +1.26% +7.23% +18.54% +30.98% +25.01% +13.23% +17.82%
Russell 3000 Value +$41.89 +0.23% +12.50% +10.05% +29.96% +16.81% +10.09% +11.17%


Other Indices

Index Most Recent as of 05/14/2026 Month-End Average Annual Total Returns
as of 04/30/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ US Sel Real Estate Sec -$3.22 -0.19% +13.96% +8.89% +19.88% +11.95% +5.64% +5.94%
EPRA/NAREIT Dev xNthAm(N) -$35.95 -0.86% +1.08% +6.12% +15.46% +7.19% -0.88% +1.83%
J.P. Morgan EMBI Global +$1.09 +0.10% +1.71% +2.89% +12.45% +9.33% +2.62% +3.67%
ICE BofA US HY Const +$0.60 +0.10% +1.19% +1.75% +8.71% +8.76% +4.32% +5.80%
TOPIX Total Return Index -$71.60 -1.03% +13.93% +11.58% +30.18% +19.10% +9.12% +9.15%

All market indices are unmanaged.


It is not possible to invest in an index.

 
 

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