Major Indices

Index Most Recent as of 02/05/2026 Month-End Average Annual Total Returns
as of 01/31/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ Industrial Ave w/o div -$592.58 -1.20% +1.76% +1.76% +9.76% +12.78% +10.27% +11.50%
NASDAQ Comp. ex div Price -$363.99 -1.59% -3.02% -3.02% +19.54% +26.52% +12.41% +17.66%
S&P 500 (P) -$84.32 -1.23% -0.69% -0.69% +14.87% +19.40% +13.31% +13.59%
Russell 3000 -$290.08 -1.27% -0.41% -0.41% +15.32% +20.18% +13.60% +15.13%
MSCI EAFE (G) -$142.67 -0.92% +4.76% +4.76% +31.84% +16.77% +10.83% +10.09%
DJ US Total Stk Mkt -$4.43 -1.28% -0.45% -0.45% +15.34% +20.17% +13.50% +15.06%


S&P Indices

Index Most Recent as of 02/05/2026 Month-End Average Annual Total Returns
as of 01/31/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P 500 (P) -$84.32 -1.23% -0.69% -0.69% +14.87% +19.40% +13.31% +13.59%
S&P MidCap 400 -$28.08 -0.48% +5.36% +5.36% +7.71% +10.75% +9.66% +11.81%
S&P/TSX Composite Index -$2,451.51 -1.77% +1.22% +1.22% +37.24% +18.31% +15.01% +13.32%


Bloomberg Indices

Index Most Recent as of 02/05/2026 Month-End Average Annual Total Returns
as of 01/31/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg Government Bond +$11.30 +0.47% +0.28% +0.28% +5.67% +2.77% -0.77% +1.17%
BBg Int Govt/Cr Bond +$8.24 +0.33% +0.34% +0.34% +6.44% +4.44% +1.03% +2.17%
BBg MBS +$8.66 +0.37% +0.55% +0.55% +8.47% +3.91% +0.21% +1.50%
BBg Muni +$1.50 +0.11% +1.21% +1.21% +4.70% +3.22% +0.86% +2.32%
BBg US Agg Bond +$10.10 +0.43% +0.40% +0.40% +6.85% +3.65% -0.20% +1.88%
BBg US TIPS +$1.11 +0.30% +0.44% +0.44% +5.97% +3.70% +1.12% +2.97%
BBg US Universal +$2.48 +0.39% +0.42% +0.42% +7.10% +4.22% +0.21% +2.34%
BBg 1-3 Gov/Cred +$2.65 +0.17% +0.39% +0.39% +5.11% +4.57% +2.01% +2.06%
BBg 6M SWAP +$0.10 +0.04% +0.33% +0.33% +4.05% +4.71% +3.03% +2.22%


Lipper Indices

Index Most Recent as of 02/05/2026 Month-End Average Annual Total Returns
as of 01/31/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Balanced Index -$111.66 -0.52% +1.13% +1.13% +12.86% +11.49% +7.25% +8.69%
LI Equity Inc Obj Index -$173.79 -0.68% +3.74% +3.74% +14.52% +12.98% +12.28% +11.65%
LI International Index -$39.58 -1.11% +4.39% +4.39% +30.21% +15.79% +9.45% +9.71%
LI Large Cap Core Index -$206.74 -1.22% -0.59% -0.59% +15.51% +20.26% +14.16% +14.58%
LI Large Cap Growth Index -$472.65 -1.60% -5.01% -5.01% +13.66% +25.84% +12.78% +16.97%
LI Large Cap Value Index -$431.87 -0.68% +4.47% +4.47% +17.97% +16.32% +14.12% +12.97%
LI Mid Cap Core Index -$30.72 -0.72% +4.41% +4.41% +8.52% +10.62% +9.69% +11.18%
LI Mid Cap Growth Index -$52.28 -1.25% -1.93% -1.93% -0.74% +8.46% +1.99% +10.86%
LI Mid Cap Value Index -$48.97 -0.80% +6.31% +6.31% +10.40% +9.64% +11.30% +10.45%
LI Multi Cap Core Index -$652.36 -1.19% +0.73% +0.73% +16.33% +18.88% +12.79% +14.24%
LI Multi Cap Growth Index -$396.17 -1.68% -4.36% -4.36% +10.87% +22.37% +9.11% +15.23%
LI Multi Cap Value Index -$229.04 -1.02% +4.06% +4.06% +14.60% +13.18% +12.52% +11.19%
LI Small Cap Core Index -$24.44 -1.01% +5.49% +5.49% +8.91% +9.71% +8.32% +10.94%
LI Small Cap Growth Index -$40.30 -1.24% +1.69% +1.69% +5.67% +10.23% +3.54% +12.00%
LI Small Cap Value Index -$34.64 -0.92% +8.34% +8.34% +13.81% +10.55% +11.89% +10.92%
LI General Muni Index +$2.14 +0.14% +1.07% +1.07% +3.90% +3.41% +0.73% +2.36%


MSCI, Inc. Indices

Index Most Recent as of 02/05/2026 Month-End Average Annual Total Returns
as of 01/31/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI ACWI (N) -$7.04 -1.23% +1.29% +1.29% +21.87% +19.06% +11.95% +12.75%
MSCI AC Wld exUS (Net MA) -$5.37 -1.20% +5.20% +5.20% +35.12% +16.76% +9.30% +10.00%
MSCI AC Asia ex Jap (G) -$39.88 -1.53% +6.72% +6.72% +42.85% +16.75% +4.97% +10.66%
MSCI Emerging Markets (G) -$68.50 -1.64% +7.41% +7.41% +43.67% +17.32% +5.81% +10.53%
MSCI EM Eur ME Africa TR -$13.30 -1.98% +8.01% +8.01% +37.67% +17.41% +6.92% +7.41%
MSCI EM Latin America (G) -$111.78 -0.90% +14.76% +14.76% +63.92% +17.30% +13.95% +11.35%
MSCI Europe (Net MA) -$151.35 -1.09% +3.57% +3.57% +32.80% +17.04% +11.91% +10.05%
MSCI EAFE (Net MA) -$108.44 -0.92% +4.75% +4.75% +31.54% +16.46% +10.52% +9.79%
MSCI EAFE Growth (Net MA) -$26.60 -0.75% +2.44% +2.44% +20.15% +12.00% +5.84% +8.80%
MSCI EAFE Sm Cap (Net MA) -$4.69 -0.62% +5.35% +5.35% +35.13% +14.58% +7.10% +9.17%
MSCI EAFE Val (Net MA) -$4.81 -1.07% +6.91% +6.91% +43.60% +21.01% +15.16% +10.53%
MSCI Golden Dragon -$4.51 -0.74% +5.46% +5.46% +42.92% +16.92% +3.31% +11.21%
MSCI US IM Biotechnology -$148.47 -0.79% +1.81% +1.81% +25.73% +12.78% +8.31% +10.46%
MSCI US IM Consumer Discr -$332.66 -2.46% -1.92% -1.92% +2.90% +18.52% +7.94% +14.54%
MSCI US IM Cons Staples +$20.18 +0.22% +12.40% +12.40% +8.56% +9.31% +9.68% +8.86%
MSCI US IM Energy -$92.47 -1.17% +16.65% +16.65% +20.58% +8.34% +26.10% +9.72%
MSCI US IM Financials -$66.72 -1.19% -2.09% -2.09% +5.84% +15.99% +15.18% +13.86%
MSCI US IM Health Care -$90.54 -0.94% -0.57% -0.57% +8.01% +7.01% +6.26% +10.76%
MSCI US IM Industrials -$84.62 -0.66% +9.10% +9.10% +21.50% +20.04% +15.78% +14.81%
MSCI US IM Info Tech -$447.30 -1.77% -6.82% -6.82% +24.03% +32.34% +18.59% +23.70%
MSCI US IM Materials -$267.04 -2.85% +10.61% +10.61% +16.09% +8.35% +9.99% +12.36%
MSCI US Semicon & Equip -$260.64 -0.62% -2.38% -2.38% +62.75% +64.47% +37.17% +34.79%
MSCI US IM Comm Svcs -$37.89 -0.41% +2.08% +2.08% +28.07% +36.89% +15.90% +14.17%
MSCI US IM Utilities +$7.72 +0.07% +1.15% +1.15% +15.04% +11.13% +10.16% +10.18%
MSCI World (N) -$170.01 -1.18% +0.54% +0.54% +19.58% +19.31% +12.87% +13.11%


Russell Indices

Index Most Recent as of 02/05/2026 Month-End Average Annual Total Returns
as of 01/31/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell Midcap Growth -$98.37 -1.48% -4.23% -4.23% +1.25% +15.04% +6.53% +13.28%
Russell Midcap Value -$73.63 -0.96% +5.32% +5.32% +11.87% +10.94% +10.80% +10.87%
Russell Top 200 -$282.39 -1.28% -1.51% -1.51% +16.96% +23.34% +15.60% +16.48%
Russell 1000 Growth -$79.62 -1.68% -5.70% -5.70% +14.50% +27.05% +15.14% +18.63%
Russell 1000 Value -$26.75 -0.80% +5.03% +5.03% +15.83% +13.67% +12.53% +11.61%
Russell 2000 -$256.71 -1.78% +3.91% +3.91% +15.81% +12.20% +6.16% +11.21%
Russell 2000 Growth -$247.17 -1.97% +0.71% +0.71% +13.91% +13.45% +3.01% +11.27%
Russell 2000 Value -$342.63 -1.59% +7.42% +7.42% +17.90% +10.81% +9.21% +10.76%
Russell 3000 Growth -$414.40 -1.70% -5.44% -5.44% +14.32% +26.24% +14.38% +18.16%
Russell 3000 Value -$144.54 -0.83% +5.14% +5.14% +15.89% +13.49% +12.32% +11.57%


Other Indices

Index Most Recent as of 02/05/2026 Month-End Average Annual Total Returns
as of 01/31/2026
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ US Sel Real Estate Sec +$8.02 +0.52% +4.58% +4.58% +5.53% +5.82% +7.30% +5.53%
EPRA/NAREIT Dev xNthAm(N) -$3.04 -0.07% +5.17% +5.17% +27.52% +6.59% +0.98% +3.35%
J.P. Morgan EMBI Global +$1.07 +0.10% +0.74% +0.74% +12.70% +8.92% +2.10% +4.34%
ICE BofA US HY Const -$0.52 -0.08% +0.43% +0.43% +7.54% +8.81% +4.52% +6.66%
TOPIX Total Return Index -$5.59 -0.09% +7.09% +7.09% +31.57% +17.86% +8.59% +9.47%

All market indices are unmanaged.


It is not possible to invest in an index.

 
 

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