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S&P 500 (Large Cap)

Return
61.6%
[
12.4%
annualized]
 
Dec 31 2020 - Feb 11 2025
-0.8%
Below
Peak
Jan '25

DJIA (Large Value)

Return
45.7%
[
9.6%
annualized]
 
Dec 31 2020 - Feb 11 2025
-0.9%
Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return
15.2%
[
3.5%
annualized]
 
Dec 31 2020 - Feb 11 2025
-6.8%
Below
Peak
Nov '21

Performance Range:

As of Feb 11 4:00 PM EDT Market Closed
1)% Below Peak is the worst case performance loss of a holding in your portfolio or book of business. 2) Click a name to draw a chart. 3) Click to search funds. Performance metrics include dividends & distributions.
US IndexesSymbolLast1 DayYTDBelow PeakPeak Date
S&P 500 (Large Cap)
6068.50
0.03%
3.2%
-0.8%
Jan '25
DJIA (Large Value)
44593.65
0.3%
4.8%
-0.9%
Dec '24
Russell 2000 (Small Cap)
2275.70
-0.5%
2.0%
-6.8%
Nov '21
NASDAQ Comp (Tech/Growth)
19643.86
-0.4%
1.7%
-2.6%
Dec '24
Aggregate Bond
97.27
-0.2%
0.7%
-8.0%
Aug '20
Muni ~7yrs
106.59
-0.12%
0.3%
-1.3%
Dec '24
Corp Bond
107.32
-0.2%
0.8%
-10.5%
Sep '21
High Yield Bond
79.48
-0.04%
1.5%
-0.3%
Feb '25
Preferred
31.61
-0.09%
1.1%
-3.8%
Dec '21
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
89.26
0.6%
6.1%
-8.1%
Oct '24
Consumer Discretionary/Cyclical
223.78
-1.1%
-0.3%
-6.4%
Dec '24
Financial Services
51.54
0.3%
6.6%
-1.1%
Feb '25
Real Estate
91.99
0.4%
3.3%
-10.7%
Dec '21
Communication Services
103.37
0.2%
6.8%
-0.1%
Feb '25
Energy
91.24
0.8%
6.5%
-5.4%
Nov '24
Industrials
138.61
0.04%
5.2%
-3.3%
Nov '24
Technology
236.33
0.05%
1.6%
-2.3%
Jan '25
Consumer Staples/Defensive
80.61
1.0%
2.5%
-3.1%
Sep '24
Healthcare
146.03
-0.2%
6.1%
-6.4%
Sep '24
Utilities
79.39
0.5%
4.9%
-3.5%
Nov '24
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
122.33
0.02%
4.1%
New Peak
Feb '25
MSCI Emerging Markets
43.55
-0.4%
4.1%
-17.5%
Feb '21
FTSE Europe
68.82
0.8%
8.4%
-3.0%
Sep '24
MSCI Japan
68.74
-0.01%
2.4%
-4.4%
Sep '24
MSCI India
50.14
-0.9%
-4.7%
-14.7%
Sep '24
MSCI China
50.54
-0.9%
7.9%
-43.3%
Feb '21
International Bond
49.20
-0.3%
0.5%
-3.6%
Dec '20
iShares Latin America
23.71
0.6%
13.4%
-25.8%
May '08
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
556.65
0.09%
3.3%
-0.7%
Jan '25
US Large Growth
411.05
-0.3%
2.4%
-1.8%
Dec '24
US Large Value
194.11
0.2%
4.9%
-2.3%
Nov '24
US MidCap Blend
276.42
-0.6%
4.7%
-2.5%
Nov '24
US MidCap Growth
274.22
-1.0%
8.1%
-1.0%
Feb '25
US MidCap Value
165.01
-0.08%
2.0%
-5.8%
Nov '24
US Small Blend
246.78
-0.6%
2.7%
-5.3%
Nov '24
US Small Growth
293.74
-1.3%
2.1%
-10.4%
Feb '21
US Small Value
167.92
0.2%
2.3%
-6.9%
Nov '24
Foreign Large Blend
80.53
0.5%
6.5%
-3.3%
Sep '24
Foreign Growth
102.83
0.4%
6.2%
-5.0%
Sep '21
Foreign Value
56.14
0.4%
7.0%
-1.5%
Sep '24
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
24.30
0.02%
0.7%
New Peak
Feb '25
Ultra Short- Janus AAA CLO
50.92
0.02%
0.8%
New Peak
Feb '25
Bank Loan- Invesco
21.01
-0.10%
0.3%
-0.3%
Jan '25
Interval CEF- Cliffwater
10.75
0%
1.2%
New Peak
Feb '25
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
47.73
0.3%
4.0%
-1.3%
Jan '25
Int’l Min Volatility- Franklin
31.68
0%
3.8%
New Peak
Feb '25
MidCap 30 - Hennessy (hi fee)
24.43
-0.2%
2.6%
-6.2%
Nov '24
Small Value- Avantis
97.87
0.4%
1.4%
-7.6%
Nov '24
Mid Value- Pacer Cash Cows
57.84
0.3%
2.4%
-5.3%
Nov '24
Growth- S&P Momentum
102.89
0.10%
8.3%
New Peak
Feb '25
Invesco S&P Quality
70.56
0.3%
5.3%
New Peak
Feb '25
Rotation Factor- BlackRock
53.25
0.2%
3.9%
-0.2%
Jan '25
US Min Volatility- Fidelity
62.67
0.5%
3.4%
-0.3%
Dec '24
Derivative Income- JPMorgan
59.20
0.2%
3.5%
-0.8%
Nov '24
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
15.17
-0.3%
2.2%
-0.3%
Feb '25
Multistrategy- AQR
12.91
0.2%
4.9%
New Peak
Feb '25
Long Short- AQR
17.11
0.4%
6.8%
New Peak
Feb '25
Mkt Neutral- BlackRock
14.02
1.1%
3.9%
New Peak
Feb '25
Multi Strategy- Variant
27.15
0.04%
0.9%
New Peak
Feb '25
Long Short- First Trust
67.67
0.2%
2.8%
-0.7%
Jan '25
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
185.32
-0.6%
-2.1%
-10.2%
Feb '25
Meta (Communications)
719.80
0.3%
22.9%
New Peak
Feb '25
Amazon (Cyclical)
232.76
-0.2%
6.1%
-3.8%
Feb '25
Tesla (Cyclical)
328.50
-6.3%
-18.7%
-31.5%
Dec '24
Procter & Gamble (Defensive)
169.43
1.1%
1.7%
-5.1%
Dec '24
PepsiCo (Defensive)
145.64
0.9%
-4.2%
-21.7%
May '23
Coca-Cola (Defensive)
67.60
4.7%
8.6%
-6.1%
Sep '24
Exxon Mobil (Energy)
111.67
0.6%
3.8%
-10.2%
Oct '24
Chevron (Energy)
157.44
1.1%
8.7%
-9.1%
Jan '23
JPMorgan Chase (Financial)
274.99
1.5%
15.3%
-0.7%
Feb '25
Visa (Financial)
350.72
0.02%
11.2%
New Peak
Feb '25
Mastercard (Financial)
564.70
-0.1%
7.4%
-0.4%
Feb '25
Bank of America (Financial)
46.79
0.3%
6.5%
-2.0%
Feb '25
UnitedHealth (Health)
533.92
0.10%
5.5%
-14.3%
Nov '24
Johnson & Johnson (Health)
156.13
1.2%
8.0%
-9.0%
Apr '22
Eli Lilly (Health)
865.00
-0.4%
12.0%
-9.7%
Aug '24
Union Pacific (Industrials)
247.73
1.4%
8.6%
-4.5%
Mar '22
Honeywell (Industrials)
206.94
-0.8%
-8.4%
-12.3%
Dec '24
Apple (IT)
232.62
2.2%
-7.0%
-10.1%
Dec '24
Microsoft (IT)
411.44
-0.2%
-2.4%
-11.7%
Jul '24
Nvidia (IT)
132.80
-0.6%
-1.1%
-11.1%
Jan '25
Broadcom (IT)
235.04
0%
1.4%
-5.7%
Dec '24
Adobe (IT)
458.82
1.7%
3.2%
-33.3%
Nov '21
Oracle (IT)
177.19
-1.0%
6.6%
-7.7%
Nov '24
salesforce.com (IT)
324.40
-0.9%
-3.0%
-11.7%
Dec '24
Linde PLC (Materials)
460.74
-0.03%
10.0%
-5.0%
Oct '24
Sherwin-Williams (Materials)
361.37
0.6%
6.3%
-9.6%
Nov '24
American Tower (Real Estate)
193.42
1.9%
5.5%
-29.4%
Sep '21
Prologis Inc. (Real Estate)
121.77
1.9%
15.2%
-23.8%
Apr '22
NextEra Energy (Utilities)
70.33
0.9%
-1.9%
-18.6%
Dec '21
Duke Energy (Utilities)
116.69
0.9%
8.3%
-2.4%
Oct '24
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.24
-0.1%
1.4%
-0.8%
Nov '21
Moderate-60% Stock
58.78
-0.08%
2.5%
-0.4%
Dec '24
Mod Agg-80% Stock
45.64
-0.02%
3.3%
-0.3%
Dec '24
Aggressive-90% Stock
27.40
0.07%
3.7%
-0.9%
Dec '24
CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
96570.20p
EOD
3.4%
-9.0%
Jan '25
Ethereum
2605.17
0.09%
-21.8%
-45.9%
Nov '21
BNB
632.41
-1.6%
-9.8%
-15.7%
Dec '24
Solana
194.45
-1.8%
2.7%
-25.7%
Jan '25
Bitcoin ETF
54.11
-2.3%
2.0%
-10.9%
Dec '24
Grayscale Bitcoin (hi fee)
75.40
-2.2%
1.9%
-11.0%
Dec '24
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.75
0.8%
-0.8%
-68.8%
Oct '81
10yr Treasury rate
4.54
1.0%
-0.8%
-71.4%
Sep '81
5yr Treasury rate
4.37
0.9%
-0.2%
-73.1%
Sep '81
13-week T-bill
4.22
-0.07%
0.4%
-75.4%
Dec '80
Crude Oil
73.07
-0.3%
1.9%
-49.7%
Jul '08
Gold
2919.10
0.2%
11.0%
New Peak
Feb '25
EUR/USD
1.04
0.6%
-0.4%
-35.2%
Apr '08
USD/JPY
153.56
1.2%
-2.2%
-5.0%
Jul '24
S&P 500 Volatility Index
16.02
1.3%
-7.7%
-80.6%
Mar '20
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.27
-0.08%
0.6%
-0.1%
Feb '25
Interm Muni- JPMorgan
50.39
-0.08%
0.7%
-0.6%
Dec '24
Interm Bond- Janus MSB
44.35
-0.2%
0.8%
-5.4%
Aug '21
Interm Bond- Vanguard
75.01
-0.2%
0.7%
-8.1%
Aug '20
Multisector Bond- Intrepid
9.07
0%
1.1%
New Peak
Feb '25
Int’l Bond- JPMorgan
47.74
-0.1%
1.4%
-0.2%
Feb '25
Long Bond- Vanguard
75.18
-0.4%
1.0%
-20.1%
Sep '21
Long CA Muni- PIMCO
9.43
-0.11%
0.4%
-1.5%
Dec '24
Long Muni- iShares
56.92
-0.11%
-0.4%
-2.3%
Aug '21

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