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S&P 500 (Large Cap)

Return
60.4%
[
12.2%
annualized]
 
Dec 31 2020 - Feb 07 2025
-1.5%
Below
Peak
Jan '25

DJIA (Large Value)

Return
44.8%
[
9.4%
annualized]
 
Dec 31 2020 - Feb 07 2025
-1.6%
Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return
15.4%
[
3.6%
annualized]
 
Dec 31 2020 - Feb 07 2025
-6.7%
Below
Peak
Nov '21

Performance Range:

As of Feb 07 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)
6025.99
-0.9%
2.5%
-1.5%
Jan '25
DJIA (Large Value)
44303.40
-1.0%
4.1%
-1.6%
Dec '24
Russell 2000 (Small Cap)
2279.71
-1.2%
2.2%
-6.7%
Nov '21
NASDAQ Comp (Tech/Growth)
19523.40
-1.4%
1.1%
-3.2%
Dec '24
Aggregate Bond
97.46
-0.3%
0.9%
-7.8%
Aug '20
Muni ~7yrs
106.71
-0.2%
0.4%
-1.2%
Dec '24
Corp Bond
107.53
-0.4%
1.0%
-10.3%
Sep '21
High Yield Bond
79.35
-0.3%
1.3%
-0.5%
Feb '25
Preferred
31.55
-0.5%
0.9%
-4.0%
Dec '21
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
88.29
-1.2%
4.9%
-9.1%
Oct '24
Consumer Discretionary/Cyclical
225.58
-2.0%
0.5%
-5.6%
Dec '24
Financial Services
51.82
-0.6%
7.2%
-0.6%
Feb '25
Real Estate
91.63
-0.3%
2.9%
-11.1%
Dec '21
Communication Services
102.74
-0.2%
6.1%
-0.8%
Feb '25
Energy
88.56
-0.01%
3.4%
-8.2%
Nov '24
Industrials
137.33
-0.3%
4.2%
-4.1%
Nov '24
Technology
232.82
-0.9%
0.1%
-3.7%
Jan '25
Consumer Staples/Defensive
79.35
-0.2%
0.9%
-4.6%
Sep '24
Healthcare
146.43
-0.5%
6.4%
-6.1%
Sep '24
Utilities
78.14
-0.2%
3.2%
-5.0%
Nov '24
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
121.33
-0.8%
3.3%
-0.8%
Feb '25
MSCI Emerging Markets
43.20
-0.09%
3.3%
-18.2%
Feb '21
FTSE Europe
67.75
-1.0%
6.7%
-4.5%
Sep '24
MSCI Japan
68.48
-1.3%
2.1%
-4.7%
Sep '24
MSCI India
50.50
-0.7%
-4.1%
-14.1%
Sep '24
MSCI China
49.73
1.2%
6.1%
-44.2%
Feb '21
International Bond
49.31
-0.1%
0.7%
-3.4%
Dec '20
iShares Latin America
23.36
-1.1%
11.7%
-26.9%
May '08
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
552.20
-1.0%
2.5%
-1.5%
Jan '25
US Large Growth
408.11
-1.2%
1.6%
-2.5%
Dec '24
US Large Value
193.25
-0.6%
4.4%
-2.8%
Nov '24
US MidCap Blend
276.31
-0.3%
4.6%
-2.5%
Nov '24
US MidCap Growth
274.50
0.1%
8.2%
New Peak
Feb '25
US MidCap Value
164.76
-0.5%
1.8%
-5.9%
Nov '24
US Small Blend
247.71
-1.0%
3.1%
-4.9%
Nov '24
US Small Growth
296.20
-1.1%
2.9%
-9.6%
Feb '21
US Small Value
167.09
-1.2%
1.8%
-7.4%
Nov '24
Foreign Large Blend
79.61
-0.9%
5.3%
-4.4%
Sep '24
Foreign Growth
101.50
-1.2%
4.8%
-6.2%
Sep '21
Foreign Value
55.56
-0.7%
5.9%
-2.5%
Sep '24
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
24.28
-0.02%
0.6%
-0.1%
Jan '25
Ultra Short- Janus AAA CLO
50.90
0.04%
0.8%
New Peak
Feb '25
Bank Loan- Invesco
21.02
-0.05%
0.4%
-0.2%
Jan '25
Interval CEF- Cliffwater
10.75
0.09%
1.2%
New Peak
Feb '25
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
47.30
-0.8%
3.1%
-2.2%
Jan '25
Int’l Min Volatility- Franklin
31.49
-0.3%
3.2%
-0.3%
Feb '25
MidCap 30 - Hennessy (hi fee)
24.49
-1.9%
2.9%
-6.0%
Nov '24
Small Value- Avantis
97.17
-1.3%
0.7%
-8.3%
Nov '24
Mid Value- Pacer Cash Cows
57.18
-0.4%
1.2%
-6.4%
Nov '24
Growth- S&P Momentum
102.03
-0.8%
7.4%
-0.8%
Feb '25
Invesco S&P Quality
69.93
-0.5%
4.3%
-0.7%
Jan '25
Rotation Factor- BlackRock
52.81
-0.9%
3.0%
-1.0%
Jan '25
US Min Volatility- Fidelity
62.10
-0.9%
2.5%
-1.2%
Dec '24
Derivative Income- JPMorgan
58.79
-0.4%
2.8%
-1.5%
Nov '24
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
15.16
0.5%
2.1%
New Peak
Feb '25
Multistrategy- AQR
12.84
0.5%
4.3%
New Peak
Feb '25
Long Short- AQR
17.03
0.3%
6.3%
New Peak
Feb '25
Mkt Neutral- BlackRock
13.90
-0.3%
3.0%
-0.6%
Feb '25
Multi Strategy- Variant
27.13
0.07%
0.9%
New Peak
Feb '25
Long Short- First Trust
67.51
-0.6%
2.6%
-1.0%
Jan '25
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
185.34
-3.3%
-2.1%
-10.2%
Feb '25
Meta (Communications)
714.52
0.4%
22.0%
New Peak
Feb '25
Amazon (Cyclical)
229.15
-4.1%
4.4%
-5.3%
Feb '25
Tesla (Cyclical)
361.62
-3.4%
-10.5%
-24.6%
Dec '24
Procter & Gamble (Defensive)
167.97
-0.5%
0.8%
-6.0%
Dec '24
PepsiCo (Defensive)
144.58
-0.5%
-4.9%
-22.3%
May '23
Coca-Cola (Defensive)
63.84
0.8%
2.5%
-11.3%
Sep '24
Exxon Mobil (Energy)
108.89
0.4%
1.2%
-12.4%
Oct '24
Chevron (Energy)
152.62
0.5%
5.4%
-11.9%
Jan '23
JPMorgan Chase (Financial)
275.80
-0.4%
15.6%
-0.4%
Feb '25
Visa (Financial)
348.02
0.2%
10.1%
-0.4%
Feb '25
Mastercard (Financial)
562.75
-0.8%
7.0%
-0.8%
Feb '25
Bank of America (Financial)
47.40
-0.7%
7.8%
-0.7%
Feb '25
UnitedHealth (Health)
527.03
-0.6%
4.2%
-15.4%
Nov '24
Johnson & Johnson (Health)
153.12
-0.3%
5.9%
-10.8%
Apr '22
Eli Lilly (Health)
878.31
0.9%
13.8%
-8.4%
Aug '24
Union Pacific (Industrials)
242.08
-0.6%
6.2%
-6.7%
Mar '22
Honeywell (Industrials)
205.52
-2.0%
-9.0%
-12.9%
Dec '24
Apple (IT)
227.63
-2.4%
-9.1%
-12.1%
Dec '24
Microsoft (IT)
409.75
-1.5%
-2.8%
-12.0%
Jul '24
Nvidia (IT)
129.84
0.9%
-3.3%
-13.1%
Jan '25
Broadcom (IT)
224.87
-2.8%
-3.0%
-9.8%
Dec '24
Adobe (IT)
433.07
-0.5%
-2.6%
-37.1%
Nov '21
Oracle (IT)
174.46
1.2%
5.0%
-9.1%
Nov '24
salesforce.com (IT)
325.83
-1.5%
-2.5%
-11.3%
Dec '24
Linde PLC (Materials)
455.05
-1.2%
8.7%
-6.2%
Oct '24
Sherwin-Williams (Materials)
360.57
-1.3%
6.1%
-9.8%
Nov '24
American Tower (Real Estate)
188.84
-0.5%
3.0%
-31.1%
Sep '21
Prologis Inc. (Real Estate)
117.35
-1.0%
11.0%
-26.5%
Apr '22
NextEra Energy (Utilities)
68.27
-1.4%
-4.8%
-21.0%
Dec '21
Duke Energy (Utilities)
114.99
0.4%
6.7%
-3.9%
Oct '24
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.24
-0.3%
1.4%
-0.8%
Nov '21
Moderate-60% Stock
58.56
-0.7%
2.2%
-0.8%
Dec '24
Mod Agg-80% Stock
45.42
-0.7%
2.8%
-0.8%
Dec '24
Aggressive-90% Stock
27.25
-0.8%
3.1%
-1.4%
Dec '24
CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
96570.20
0.04%
3.4%
-9.0%
Jan '25
Ethereum
2639.84
0.3%
-20.8%
-45.1%
Nov '21
BNB
624.06
1.7%
-11.0%
-16.8%
Dec '24
Solana
199.67
0.03%
5.5%
-23.8%
Jan '25
Bitcoin ETF
54.47
-1.2%
2.7%
-10.3%
Dec '24
Grayscale Bitcoin (hi fee)
75.85
-1.2%
2.5%
-10.5%
Dec '24
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.69
0.9%
-2.0%
-69.2%
Oct '81
10yr Treasury rate
4.49
1.1%
-1.9%
-71.7%
Sep '81
5yr Treasury rate
4.33
1.4%
-1.1%
-73.4%
Sep '81
13-week T-bill
4.23
0.4%
0.5%
-75.3%
Dec '80
Crude Oil
71.06
0.6%
-0.9%
-51.1%
Jul '08
Gold
2886.10
1.1%
9.8%
New Peak
Feb '25
EUR/USD
1.04
-0.1%
-0.2%
-35.0%
Apr '08
USD/JPY
151.19
-0.9%
-3.7%
-6.5%
Jul '24
S&P 500 Volatility Index
16.54
6.7%
-4.7%
-80.0%
Mar '20
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.25
-0.10%
0.6%
-0.1%
Feb '25
Interm Muni- JPMorgan
50.41
-0.1%
0.8%
-0.6%
Dec '24
Interm Bond- Janus MSB
44.42
-0.3%
1.0%
-5.3%
Aug '21
Interm Bond- Vanguard
75.12
-0.3%
0.9%
-8.0%
Aug '20
Multisector Bond- Intrepid
9.05
-0.11%
0.9%
-0.2%
Feb '25
Int’l Bond- JPMorgan
47.79
-0.13%
1.5%
-0.1%
Feb '25
Long Bond- Vanguard
75.52
-0.6%
1.5%
-19.7%
Sep '21
Long CA Muni- PIMCO
9.44
-0.2%
0.5%
-1.4%
Dec '24
Long Muni- iShares
56.93
-0.09%
-0.4%
-2.3%
Aug '21

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