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MANAGEMENT

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S&P 500

Return
61.6%
[
19.9%
annualized]
 
Dec 29 2023 - Aug 19 2026

DJIA (Large Value)

Return
41.9%
[
14.2%
annualized]
 
Dec 29 2023 - Aug 19 2026

Russell 2000 (Small Cap)

Return
49.6%
[
16.5%
annualized]
 
Dec 29 2023 - Aug 19 2026

Performance Range:

As of Aug 19 11:50 PM EDT, next update on next market open
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
7707.98
0.2%
12.6%
-1.2%
Aug '26
DJIA (Large Value)
53463.05
0.2%
11.2%
-1.6%
Aug '26
Russell 2000 (Small Cap)
3032.94
0.5%
22.2%
-1.2%
Aug '26
NASDAQ Comp (Tech/Growth)
26331.09
0.2%
13.3%
-2.8%
Jun '26
Aggregate Bond
97.82
0.5%
0.2%
-1.6%
Feb '26
Corp Bond
106.57
0.7%
-0.7%
-2.4%
Feb '26
High Yield Bond
79.71
0.2%
2.3%
-0.1%
Aug '26
Preferred
30.59
0.5%
1.8%
-2.2%
May '26
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
52.52
1.4%
16.8%
-1.4%
Aug '26
Consumer Discretionary/Cyclical
118.59
1.9%
-0.3%
-4.4%
Jan '26
Financial Services
57.48
-0.6%
5.9%
-1.3%
Aug '26
Real Estate
98.61
1.0%
13.6%
-2.3%
Jul '26
Communication Services
111.32
0.8%
-4.9%
-6.8%
Jan '26
Energy
63.58
-0.2%
44.2%
-0.2%
Aug '26
Industrials
181.95
-0.9%
17.9%
-2.4%
Aug '26
Technology
183.64
-1.1%
27.9%
-7.2%
Jun '26
Consumer Staples/Defensive
86.54
1.1%
12.8%
-2.6%
Feb '26
Healthcare
175.68
3.5%
14.5%
New
Aug '26
Utilities
44.02
0%
4.5%
-6.5%
Feb '26
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
160.70
0.4%
14.3%
-1.1%
Aug '26
MSCI Emerging Markets
66.11
1.2%
21.5%
-7.2%
Jun '26
FTSE Europe
92.23
0.7%
12.3%
-0.4%
Aug '26
MSCI Japan
94.78
-0.6%
18.0%
-3.7%
Aug '26
MSCI India
49.54
0.3%
-8.3%
-15.7%
Sep '24
MSCI China
55.39
0.9%
-7.2%
-15.7%
Oct '25
International Bond
47.74
0.3%
0.4%
-1.6%
Feb '26
iShares Latin America
33.67
1.3%
12.0%
-10.5%
Apr '26
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
706.91
0.2%
13.4%
-1.1%
Aug '26
US Large Growth
122.67
-0.3%
3.9%
-4.7%
Jun '26
US Large Value
258.77
0.8%
23.9%
New
Aug '26
US MidCap Blend
83.07
-0.05%
15.3%
-1.6%
Aug '26
US MidCap Growth
305.67
-0.3%
9.9%
-2.7%
Aug '26
US MidCap Value
208.97
0.00%
19.0%
-1.0%
Aug '26
US Small Blend
305.95
0.8%
19.4%
-1.1%
Aug '26
US Small Growth
390.28
0.5%
21.0%
-1.4%
Aug '26
US Small Value
225.61
0.5%
25.3%
-0.8%
Aug '26
Foreign Large Blend
107.66
0.4%
13.9%
-0.9%
Aug '26
Foreign Growth
125.44
0.5%
11.0%
-1.3%
Aug '26
Foreign Value
81.52
0.4%
17.2%
-0.9%
Aug '26
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
23.10
0.09%
2.9%
New
Aug '26
Ultra Short- Janus AAA CLO
50.63
0.04%
2.9%
New
Aug '26
Bank Loan- Invesco
20.57
0.1%
1.5%
New
Aug '26
Interval CEF- Cliffwater
10.33
0%
3.7%
New
Aug '26
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
59.97
0.10%
12.9%
-1.5%
Aug '26
Int’l Min Volatility- Franklin
42.71
-0.2%
18.3%
-0.7%
Jul '26
MidCap 30 - Hennessy (hi fee)
27.85
0.5%
14.8%
-6.1%
Jun '26
Small Value- Avantis
126.47
-0.2%
24.8%
-1.8%
Aug '26
Mid Value- Pacer Cash Cows
71.63
1.7%
19.6%
New
Aug '26
Growth- S&P Momentum
148.35
-1.7%
24.9%
-8.2%
Jun '26
Invesco S&P Quality
86.07
-0.7%
15.4%
-4.5%
Jun '26
Rotation Factor- BlackRock
69.41
-0.3%
14.7%
-1.3%
Aug '26
US Min Volatility- Fidelity
72.91
0.6%
10.1%
-1.0%
Aug '26
Derivative Income- JPMorgan
57.96
0.2%
6.2%
-0.1%
Aug '26
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
17.63
-0.06%
11.5%
-0.2%
Aug '26
Multistrategy- AQR
15.03
-0.3%
7.3%
-0.3%
Aug '26
Long Short- AQR
22.08
-0.9%
4.3%
-1.1%
Aug '26
Mkt Neutral- BlackRock
15.48
-0.6%
14.3%
-0.9%
Aug '26
Multi Strategy- Variant
25.83
0.04%
3.5%
New
Aug '26
Long Short- First Trust
75.87
-0.7%
7.3%
-0.7%
Aug '26
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
344.72
0.2%
10.3%
-14.3%
May '26
Meta (Communications)
546.03
0.4%
-17.1%
-30.7%
Aug '25
Amazon (Cyclical)
265.84
2.5%
15.2%
-6.4%
Aug '26
Tesla (Cyclical)
351.12
4.2%
-21.9%
-28.3%
Dec '25
Procter & Gamble (Defensive)
144.38
0.6%
3.0%
-15.7%
Dec '24
PepsiCo (Defensive)
142.58
1.7%
1.3%
-18.7%
May '23
Coca-Cola (Defensive)
90.35
1.7%
31.0%
New
Aug '26
Exxon Mobil (Energy)
164.77
-0.5%
39.7%
-2.6%
Mar '26
Chevron (Energy)
205.76
0.9%
38.8%
-0.8%
Mar '26
JPMorgan Chase (Financial)
357.26
-1.6%
12.4%
-2.2%
Aug '26
Visa (Financial)
365.54
0.4%
4.9%
-1.1%
Aug '26
Mastercard (Financial)
573.72
-0.10%
1.0%
-3.6%
Aug '25
Bank of America (Financial)
63.17
-1.7%
16.1%
-2.5%
Aug '26
UnitedHealth (Health)
388.61
-1.4%
19.3%
-35.2%
Nov '24
Johnson & Johnson (Health)
273.41
0.8%
33.6%
New
Aug '26
Eli Lilly (Health)
1280.34
4.5%
19.7%
New
Aug '26
Union Pacific (Industrials)
301.80
1.0%
31.8%
-1.8%
Jul '26
Honeywell (Industrials)
221.73
-2.6%
9.8%
-14.0%
Mar '26
Nvidia (IT)
217.56
-1.0%
16.8%
-7.6%
May '26
Broadcom (IT)
362.48
-4.6%
5.1%
-24.6%
Jun '26
Adobe (IT)
272.47
3.5%
-22.1%
-57.1%
Feb '24
Oracle (IT)
143.81
0.7%
-25.5%
-55.7%
Sep '25
salesforce.com (IT)
206.09
5.1%
-21.8%
-43.3%
Dec '24
Linde PLC (Materials)
481.13
0.5%
13.6%
-12.0%
Jul '26
Sherwin-Williams (Materials)
353.59
2.4%
9.6%
-10.3%
Nov '24
American Tower (Real Estate)
174.49
1.3%
1.3%
-22.9%
Sep '24
Prologis Inc. (Real Estate)
141.30
0.9%
12.4%
-5.8%
Jul '26
NextEra Energy (Utilities)
85.91
-0.4%
8.5%
-11.6%
Apr '26
Duke Energy (Utilities)
123.60
-0.3%
8.2%
-5.8%
Mar '26
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
16.02
0.3%
3.1%
-0.3%
Aug '26
Moderate-60% Stock
69.90
0.3%
8.9%
-0.7%
Aug '26
Mod Agg-80% Stock
56.30
0.3%
11.8%
-0.9%
Aug '26
Aggressive-90% Stock
34.94
0.3%
15.4%
-1.0%
Aug '26
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
69196.90
0.04%
-20.9%
-44.5%
Oct '25
Ethereum
2254.00
0.2%
-24.0%
-53.3%
Aug '25
BNB
624.74
-0.2%
-27.6%
-52.3%
Oct '25
Solana
84.51
-0.8%
-32.1%
-67.7%
Jan '25
Bitcoin ETF
38.78
6.0%
-21.9%
-45.6%
Oct '25
Grayscale Bitcoin (hi fee)
53.00
6.0%
-22.5%
-46.2%
Oct '25
Bloomberg Commodities
25.13
1.0%
28.7%
-3.0%
May '26
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
5.19
-1.7%
7.3%
-2.2%
Aug '26
10yr Treasury rate
4.65
-1.1%
11.8%
-6.7%
Oct '23
5yr Treasury rate
4.35
-0.3%
17.0%
-12.3%
Oct '23
13-week T-bill
3.70
-0.1%
4.3%
-30.8%
Oct '23
Crude Oil
84.45
0.1%
47.1%
-25.2%
Apr '26
Gold
4555.70
-0.4%
5.3%
-14.3%
Jan '26
USD/EUR
0.86
-0.04%
0.6%
-12.3%
Jan '25
USD/JPY
158.44
0.12%
1.3%
-3.3%
Jul '26
S&P 500 Volatility Index
14.89
-6.0%
-0.4%
-71.5%
Apr '25
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.49
0.05%
2.0%
New
Aug '26
Interm Muni- JPMorgan
49.77
0.2%
0.6%
-1.3%
Jul '26
Interm Bond- Janus MSB
44.65
0.5%
0.7%
-1.4%
Feb '26
Interm Bond- Vanguard
75.78
0.4%
-0.2%
-2.0%
Feb '26
Multisector Bond- Intrepid
8.92
0.11%
3.1%
-0.1%
Aug '26
Int’l Bond- JPMorgan
47.91
0.2%
1.0%
-0.8%
Feb '26
Long Bond- Vanguard
72.38
1.3%
-1.5%
-4.4%
Oct '25
Long CA Muni- PIMCO
9.29
0.2%
0.9%
-1.6%
Jul '26
Long Muni- iShares
56.65
0.2%
0.3%
-1.6%
Feb '26

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