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|
|
MSCI US Equity Index Total Returns as of 4/17/2024
|
|
| |
Index Levels |
Returns |
Compound Annual Returns |
| MSCI Index |
Last |
Day |
MTD |
QTD |
YTD |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
| US BROAD MARKET INDEX |
8,073.706 |
-0.62% |
-4.78% |
-4.78% |
4.70% |
22.07% |
6.31% |
12.82% |
11.94% |
 |
| US INVESTABLE MARKET 2500 INDEX |
8,475.825 |
-0.62% |
-4.76% |
-4.76% |
4.72% |
22.11% |
6.34% |
12.83% |
11.96% |
| US INVESTABLE MARKET VALUE |
6,166.265 |
-0.22% |
-5.55% |
-5.55% |
2.35% |
11.28% |
5.42% |
8.38% |
8.62% |
| US INVESTABLE MARKET GROWTH |
10,908.934 |
-0.99% |
-4.01% |
-4.01% |
7.03% |
32.75% |
6.18% |
16.27% |
14.75% |
| US INVESTABLE MARKET HIGH DIVIDEND YIELD |
4,369.558 |
-0.13% |
-5.26% |
-5.26% |
3.01% |
9.54% |
5.14% |
7.79% |
9.12% |
|
| US PRIME MARKET 750 INDEX |
8,475.253 |
-0.60% |
-4.50% |
-4.50% |
5.39% |
23.05% |
7.00% |
13.31% |
12.37% |
| US PRIME MARKET VALUE |
6,074.879 |
-0.19% |
-5.39% |
-5.39% |
2.89% |
11.24% |
5.73% |
8.51% |
8.78% |
| US PRIME MARKET GROWTH |
11,036.641 |
-0.98% |
-3.66% |
-3.66% |
7.84% |
34.69% |
7.12% |
17.06% |
15.40% |
|
| US LARGE CAP 300 INDEX |
8,302.870 |
-0.62% |
-4.18% |
-4.18% |
5.95% |
24.54% |
7.88% |
13.98% |
12.82% |
| US LARGE CAP VALUE |
5,647.485 |
-0.21% |
-5.23% |
-5.23% |
3.19% |
11.31% |
5.96% |
8.49% |
8.71% |
| US LARGE CAP GROWTH |
11,359.532 |
-1.01% |
-3.18% |
-3.18% |
8.66% |
37.58% |
8.57% |
18.42% |
16.36% |
|
| US SMALL + MID CAP 2200 INDEX |
8,787.172 |
-0.59% |
-7.12% |
-7.12% |
-0.15% |
12.90% |
0.84% |
8.86% |
9.16% |
| US SMALL + MID CAP 2200 INDEX VALUE |
8,055.899 |
-0.27% |
-6.83% |
-6.83% |
-0.94% |
11.10% |
3.47% |
7.87% |
8.24% |
| US SMALL + MID CAP 2200 INDEX GROWTH |
8,953.739 |
-0.90% |
-7.40% |
-7.40% |
0.64% |
14.63% |
-2.49% |
8.82% |
9.53% |
|
| US MID CAP 450 INDEX |
9,268.411 |
-0.43% |
-6.53% |
-6.53% |
1.91% |
14.06% |
1.89% |
9.51% |
9.93% |
| US MID CAP VALUE |
8,861.840 |
-0.06% |
-6.36% |
-6.36% |
1.06% |
10.78% |
4.32% |
8.41% |
9.01% |
| US MID CAP GROWTH |
8,949.391 |
-0.78% |
-6.69% |
-6.69% |
2.76% |
17.30% |
-1.41% |
9.40% |
10.22% |
|
| US SMALL + MICRO CAP INDEX |
7,318.527 |
-0.89% |
-8.22% |
-8.22% |
-3.68% |
10.78% |
-1.00% |
7.78% |
7.95% |
|
| US SMALL CAP 1750 INDEX |
8,094.769 |
-0.88% |
-8.17% |
-8.17% |
-3.67% |
10.85% |
-0.89% |
7.80% |
7.98% |
| US SMALL CAP VALUE |
7,031.827 |
-0.64% |
-7.64% |
-7.64% |
-4.30% |
11.55% |
2.07% |
7.02% |
7.10% |
| US SMALL CAP GROWTH |
8,815.761 |
-1.11% |
-8.68% |
-8.68% |
-3.05% |
10.04% |
-4.33% |
7.78% |
8.43% |
|
| US MICRO CAP INDEX |
7,720.099 |
-1.45% |
-10.16% |
-10.16% |
-4.01% |
8.92% |
-3.69% |
7.95% |
7.61% |
|
| US IMI/ENERGY |
6,570.173 |
-0.39% |
-0.51% |
-0.51% |
12.56% |
13.92% |
30.10% |
11.95% |
3.22% |
| US IMI/MATERIALS |
7,523.736 |
0.04% |
-4.40% |
-4.40% |
3.23% |
11.28% |
4.62% |
11.05% |
8.43% |
| US IMI/INDUSTRIALS |
8,868.345 |
-0.71% |
-4.48% |
-4.48% |
6.13% |
24.95% |
7.75% |
11.72% |
10.67% |
| US IMI/CONSUMER DISCR |
9,864.154 |
-0.64% |
-6.00% |
-6.00% |
-0.90% |
21.43% |
-1.37% |
11.11% |
12.41% |
| US IMI/CONSUMER STAPLES |
7,148.747 |
0.37% |
-3.97% |
-3.97% |
3.28% |
2.95% |
5.52% |
8.99% |
8.63% |
| US IMI/HEALTH CARE |
8,213.495 |
-0.25% |
-6.54% |
-6.54% |
1.26% |
3.76% |
3.58% |
11.08% |
10.99% |
| US IMI/FINANCIALS |
3,956.428 |
0.13% |
-6.20% |
-6.20% |
4.61% |
22.67% |
5.45% |
9.53% |
10.39% |
| US IMI/INFORMATION TECH |
17,008.833 |
-1.69% |
-4.86% |
-4.86% |
6.52% |
37.14% |
11.24% |
21.04% |
20.26% |
| US IMI/COMM SVC |
5,569.644 |
-0.14% |
-0.19% |
-0.19% |
13.98% |
42.95% |
2.58% |
11.21% |
9.33% |
| US IMI/UTILITIES |
7,512.957 |
1.99% |
-2.64% |
-2.64% |
2.10% |
-4.50% |
1.39% |
5.08% |
7.69% |
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