Market indices (As of May 31, 2017)

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(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

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