| (Returns include dividends) |
Quarter to date |
Year to date |
1 Year |
3 Year Annualized |
5 Year Annualized |
12 Mo Fwd. P/E |
| S&P 500 |
2.45% |
9.70% |
17.47% |
10.13% |
15.42% |
19.01 |
| S&P Mid Cap 400 |
0.35% |
5.19% |
17.20% |
9.42% |
14.98% |
19.48 |
| S&P Small Cap 600 |
-1.24% |
-0.25% |
19.63% |
9.93% |
15.74% |
20.67 |
| MSCI Emerging Markets |
5.25% |
19.35% |
17.65% |
1.55% |
1.17% |
12.16 |
| MSCI EAFE |
6.53% |
14.61% |
17.00% |
2.35% |
10.71% |
14.97 |
| Investment Grade Credit (C0A0) |
2.17% |
3.62% |
4.31% |
3.51% |
4.10% |
119 (Spread)* |
| Non-Investment Grade Credit (H0A0) |
2.04% |
5.64% |
13.85% |
4.73% |
7.32% |
374 (Spread)* |
| Bloomberg Commodity Index Total Return |
-2.81% |
-5.08% |
-2.45% |
-14.58% |
-8.83% |
|
| Dollar Index (DXY) |
-3.42% |
-5.17% |
1.08% |
6.43% |
3.14% |
|
| Vanguard Total Bond Market Index (VBMFX) |
1.44% |
2.33% |
1.36% |
2.35% |
2.02% |
|
| 10 Yr Rate |
2.20% 05/31/2017 |
2.45% 12/31/2016 |
1.83% 05/31/2016 |
2.45% 05/31/2014
|
1.58% 05/31/2012 |
Source: Standard and Poor’s, ml.com, MSCI.com, Morningstar
- Spread to US Treasury