 |
|
|
MSCI US Equity Index Total Returns as of 12/25/2024
|
|
| |
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 |
9,794.946 |
0.00% |
-0.52% |
5.31% |
27.02% |
27.37% |
9.26% |
14.64% |
12.81% |
 |
| US INVESTABLE MARKET 2500 INDEX |
10,282.133 |
0.00% |
-0.52% |
5.30% |
27.03% |
27.38% |
9.28% |
14.65% |
12.82% |
| US INVESTABLE MARKET VALUE |
6,970.580 |
0.00% |
-5.33% |
-1.05% |
15.70% |
16.31% |
6.70% |
9.02% |
8.90% |
| US INVESTABLE MARKET GROWTH |
14,130.448 |
0.00% |
4.14% |
11.55% |
38.64% |
38.69% |
10.73% |
19.25% |
16.17% |
| US INVESTABLE MARKET HIGH DIVIDEND YIELD |
4,936.618 |
0.00% |
-5.66% |
-1.27% |
16.37% |
16.96% |
6.62% |
8.46% |
9.18% |
|
| US PRIME MARKET 750 INDEX |
10,309.575 |
0.00% |
-0.07% |
5.55% |
28.20% |
28.61% |
9.75% |
15.09% |
13.20% |
| US PRIME MARKET VALUE |
6,856.057 |
0.00% |
-5.19% |
-1.18% |
16.13% |
16.81% |
6.81% |
9.02% |
9.00% |
| US PRIME MARKET GROWTH |
14,388.801 |
0.00% |
4.89% |
12.17% |
40.59% |
40.67% |
11.48% |
20.11% |
16.80% |
|
| US LARGE CAP 300 INDEX |
10,154.827 |
0.00% |
0.69% |
5.87% |
29.58% |
29.99% |
10.55% |
15.77% |
13.68% |
| US LARGE CAP VALUE |
6,339.917 |
0.00% |
-5.13% |
-1.43% |
15.84% |
16.54% |
6.89% |
8.81% |
8.86% |
| US LARGE CAP GROWTH |
15,034.798 |
0.00% |
6.34% |
13.06% |
43.81% |
43.86% |
12.91% |
21.68% |
17.91% |
|
| US SMALL + MID CAP 2200 INDEX |
10,285.614 |
0.00% |
-5.59% |
2.80% |
16.88% |
17.03% |
4.31% |
10.53% |
9.89% |
| US SMALL + MID CAP 2200 INDEX VALUE |
9,361.377 |
0.00% |
-6.16% |
0.41% |
15.12% |
15.35% |
6.08% |
9.65% |
9.00% |
| US SMALL + MID CAP 2200 INDEX GROWTH |
10,554.514 |
0.00% |
-5.05% |
5.19% |
18.64% |
18.70% |
1.93% |
10.37% |
10.24% |
|
| US MID CAP 450 INDEX |
10,866.114 |
0.00% |
-5.03% |
3.36% |
19.47% |
19.86% |
4.76% |
11.08% |
10.47% |
| US MID CAP VALUE |
10,338.665 |
0.00% |
-5.59% |
0.36% |
17.90% |
18.42% |
6.43% |
10.03% |
9.64% |
| US MID CAP GROWTH |
10,542.605 |
0.00% |
-4.50% |
6.38% |
21.05% |
21.30% |
2.38% |
10.92% |
10.67% |
|
| US SMALL + MICRO CAP INDEX |
8,556.395 |
0.00% |
-6.56% |
1.95% |
12.61% |
12.40% |
3.49% |
9.62% |
8.97% |
|
| US SMALL CAP 1750 INDEX |
9,450.145 |
0.00% |
-6.60% |
1.80% |
12.46% |
12.22% |
3.51% |
9.61% |
8.97% |
| US SMALL CAP VALUE |
8,115.553 |
0.00% |
-7.15% |
0.54% |
10.45% |
10.23% |
5.47% |
9.03% |
8.01% |
| US SMALL CAP GROWTH |
10,410.257 |
0.00% |
-6.05% |
3.07% |
14.49% |
14.24% |
1.10% |
9.38% |
9.50% |
|
| US MICRO CAP INDEX |
9,733.833 |
0.00% |
-4.63% |
9.36% |
21.03% |
21.85% |
4.27% |
11.61% |
9.74% |
|
| US IMI/ENERGY |
6,137.452 |
0.00% |
-10.24% |
-2.05% |
5.15% |
3.77% |
20.01% |
12.36% |
4.03% |
| US IMI/MATERIALS |
7,449.319 |
0.00% |
-9.62% |
-9.28% |
2.20% |
2.01% |
1.78% |
9.45% |
7.94% |
| US IMI/INDUSTRIALS |
9,951.963 |
0.00% |
-6.84% |
0.00% |
19.10% |
19.72% |
10.71% |
12.58% |
11.02% |
| US IMI/CONSUMER DISCR |
13,287.982 |
0.00% |
5.91% |
17.34% |
33.49% |
32.92% |
6.18% |
16.70% |
14.35% |
| US IMI/CONSUMER STAPLES |
8,057.611 |
0.00% |
-3.65% |
-1.40% |
16.42% |
17.67% |
6.46% |
9.05% |
8.35% |
| US IMI/HEALTH CARE |
8,449.599 |
0.00% |
-5.09% |
-8.50% |
4.17% |
5.14% |
0.54% |
7.46% |
9.02% |
| US IMI/FINANCIALS |
5,015.139 |
0.00% |
-4.37% |
9.65% |
32.61% |
33.52% |
10.13% |
12.07% |
11.54% |
| US IMI/INFORMATION TECH |
22,469.267 |
0.00% |
4.44% |
9.70% |
40.72% |
40.98% |
15.24% |
23.94% |
21.43% |
| US IMI/COMM SVC |
6,963.028 |
0.00% |
6.48% |
12.21% |
42.49% |
41.98% |
8.70% |
14.09% |
11.63% |
| US IMI/UTILITIES |
9,159.448 |
0.00% |
-6.96% |
-4.31% |
24.48% |
25.77% |
6.21% |
6.57% |
8.27% |
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