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S&P 500 (Large Cap)

Return
61.0%
[
12.9%
annualized]
 
Dec 31 2020 - Dec 02 2024
New Peak

DJIA (Large Value)

Return
46.3%
[
10.2%
annualized]
 
Dec 31 2020 - Dec 02 2024
-0.3%
Below
Peak
Nov '24

Russell 2000 (Small Cap)

Return
23.3%
[
5.5%
annualized]
 
Dec 31 2020 - Dec 02 2024
-0.4%
Below
Peak
Nov '21

Performance Range:

As of Dec 02 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)
6047.15
0.2%
26.8%
New Peak
Dec '24
DJIA (Large Value)
44782.00
-0.3%
18.8%
-0.3%
Nov '24
Russell 2000 (Small Cap)
2434.14
-0.02%
20.1%
-0.4%
Nov '21
NASDAQ Comp (Tech/Growth)
19403.95
1.0%
29.3%
New Peak
Dec '24
Aggregate Bond
98.90
0.01%
3.4%
-7.1%
Aug '20
Muni ~7yrs
108.36
0.08%
2.7%
-0.1%
Jul '21
Corp Bond
110.34
0.2%
3.8%
-8.6%
Sep '21
High Yield Bond
79.65
-0.04%
8.8%
New Peak
Nov '24
Preferred
32.58
-0.6%
10.5%
-2.0%
Dec '21
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
94.72
-0.06%
12.2%
-3.0%
Oct '24
Consumer Discretionary/Cyclical
224.24
0.9%
26.2%
New Peak
Dec '24
Financial Services
50.83
-1.0%
36.7%
-1.0%
Nov '24
Real Estate
96.73
-1.5%
12.7%
-7.0%
Dec '21
Communication Services
99.21
0.8%
37.7%
New Peak
Dec '24
Energy
94.52
-1.1%
15.5%
-2.8%
Nov '24
Industrials
142.93
-0.7%
26.6%
-0.7%
Nov '24
Technology
235.95
0.9%
23.2%
-0.6%
Nov '24
Consumer Staples/Defensive
83.12
-0.12%
17.7%
-0.8%
Sep '24
Healthcare
147.15
-0.2%
9.1%
-6.1%
Sep '24
Utilities
81.15
-2.1%
31.1%
-2.1%
Nov '24
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
122.03
0.2%
20.9%
New Peak
Dec '24
MSCI Emerging Markets
43.43
0.4%
8.8%
-19.1%
Feb '21
FTSE Europe
66.01
0.02%
4.8%
-8.0%
Sep '24
MSCI Japan
70.54
1.2%
10.8%
-3.4%
Sep '24
MSCI India
54.87
0.2%
12.4%
-7.3%
Sep '24
MSCI China
47.38
0.13%
16.8%
-47.8%
Feb '21
International Bond
50.55
0.2%
4.6%
-3.1%
Dec '20
iShares Latin America
23.01
-0.7%
-18.7%
-30.8%
May '08
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
555.01
0.3%
28.3%
New Peak
Dec '24
US Large Growth
401.84
0.9%
33.1%
New Peak
Dec '24
US Large Value
198.61
-0.6%
21.9%
-0.6%
Nov '24
US MidCap Blend
283.59
-0.4%
23.3%
-0.4%
Nov '24
US MidCap Growth
270.76
-0.08%
23.9%
-0.1%
Nov '24
US MidCap Value
174.91
-0.7%
22.5%
-0.7%
Nov '24
US Small Blend
259.93
-0.2%
23.1%
-0.6%
Nov '24
US Small Growth
314.49
-0.3%
25.3%
-4.4%
Feb '21
US Small Value
180.43
0.06%
17.7%
-0.5%
Nov '24
Foreign Large Blend
79.19
0.3%
6.9%
-6.2%
Sep '24
Foreign Growth
101.81
0.7%
6.0%
-6.6%
Sep '21
Foreign Value
54.67
-0.1%
7.9%
-5.7%
Sep '24
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
24.31
-0.03%
7.7%
New Peak
Nov '24
Ultra Short- Janus AAA CLO
50.69
-0.5%
6.2%
-0.5%
Nov '24
Bank Loan- Invesco
21.13
0.09%
7.9%
New Peak
Dec '24
Interval CEF- Cliffwater
10.84
0.09%
11.8%
New Peak
Dec '24
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
47.62
0.13%
32.4%
-0.2%
Nov '24
Int’l Min Volatility- Franklin
31.36
-0.2%
16.2%
-0.7%
Oct '24
MidCap 30 - Hennessy (hi fee)
30.57
-0.2%
47.0%
-0.2%
Nov '24
Small Value- Avantis
105.73
0.2%
19.2%
-0.6%
Nov '24
Mid Value- Pacer Cash Cows
61.08
0.3%
19.2%
-0.4%
Nov '24
Growth- S&P Momentum
96.77
-0.06%
48.2%
-0.1%
Nov '24
Invesco S&P Quality
69.42
0.5%
29.5%
New Peak
Dec '24
Rotation Factor- BlackRock
52.89
0.3%
34.1%
New Peak
Dec '24
US Min Volatility- Fidelity
63.01
0%
20.3%
New Peak
Dec '24
Derivative Income- JPMorgan
60.30
-0.9%
16.4%
-0.9%
Nov '24
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
14.98
0.5%
13.1%
New Peak
Dec '24
Multistrategy- AQR
12.59
0.3%
12.2%
-1.3%
May '24
Long Short- AQR
16.91
-0.2%
28.7%
-0.2%
Nov '24
Mkt Neutral- BlackRock
14.14
0.3%
20.1%
-1.7%
Nov '24
Multi Strategy- Variant
27.55
0.04%
4.4%
New Peak
Dec '24
Long Short- First Trust
66.50
0.4%
19.5%
New Peak
Dec '24
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
171.49
1.5%
23.1%
-10.2%
Jul '24
Meta (Communications)
592.83
3.2%
68.0%
-0.5%
Oct '24
Amazon (Cyclical)
210.71
1.4%
38.7%
-1.6%
Nov '24
Tesla (Cyclical)
357.09
3.5%
43.7%
-12.9%
Nov '21
Procter & Gamble (Defensive)
179.70
0.2%
25.7%
New Peak
Dec '24
PepsiCo (Defensive)
163.05
-0.2%
-1.8%
-13.1%
May '23
Coca-Cola (Defensive)
63.65
-0.7%
11.3%
-11.6%
Sep '24
Exxon Mobil (Energy)
117.85
-0.09%
21.9%
-5.2%
Oct '24
Chevron (Energy)
162.21
0.2%
13.4%
-6.4%
Jan '23
JPMorgan Chase (Financial)
246.25
-1.4%
48.2%
-1.6%
Nov '24
Visa (Financial)
316.65
0.5%
22.6%
New Peak
Dec '24
Mastercard (Financial)
531.36
-0.3%
25.3%
-0.3%
Nov '24
Bank of America (Financial)
47.04
-1.0%
42.5%
-1.5%
Nov '24
UnitedHealth (Health)
608.52
-0.3%
16.9%
-2.7%
Nov '24
Johnson & Johnson (Health)
154.80
-0.1%
1.9%
-9.8%
Apr '22
Eli Lilly (Health)
799.80
0.6%
38.1%
-16.6%
Aug '24
Union Pacific (Industrials)
240.78
-1.6%
-0.4%
-7.7%
Mar '22
Honeywell (Industrials)
229.95
-1.3%
12.0%
-1.3%
Nov '24
Apple (IT)
239.59
1.0%
25.1%
New Peak
Dec '24
Microsoft (IT)
430.98
1.8%
15.5%
-7.5%
Jul '24
Nvidia (IT)
138.63
0.3%
180.0%
-6.9%
Nov '24
Broadcom (IT)
166.51
2.7%
50.8%
-10.5%
Oct '24
Adobe (IT)
516.20
0.05%
-13.5%
-25.0%
Nov '21
Oracle (IT)
181.41
-1.9%
74.2%
-5.7%
Nov '24
salesforce.com (IT)
331.01
0.3%
26.4%
-3.5%
Nov '24
Linde PLC (Materials)
459.69
-0.3%
12.9%
-5.5%
Oct '24
Sherwin-Williams (Materials)
395.58
-0.5%
27.9%
-1.0%
Nov '24
American Tower (Real Estate)
207.33
-0.8%
-1.6%
-25.0%
Sep '21
Prologis Inc. (Real Estate)
115.84
-0.8%
-11.0%
-28.1%
Apr '22
NextEra Energy (Utilities)
77.07
-2.0%
30.6%
-10.8%
Dec '21
Duke Energy (Utilities)
115.18
-1.6%
23.5%
-3.7%
Oct '24
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.82
0.13%
6.6%
-0.4%
Nov '21
Moderate-60% Stock
59.32
0.2%
13.3%
New Peak
Dec '24
Mod Agg-80% Stock
47.78
0.2%
16.4%
New Peak
Dec '24
Aggressive-90% Stock
28.33
0.4%
16.7%
New Peak
Dec '24
CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
95519.98
-0.4%
126.0%
-3.5%
Nov '24
Ethereum
3627.67
-0.5%
59.0%
-24.6%
Nov '21
BNB
651.08
0.5%
108.4%
-8.4%
Jun '24
Solano
226.11
0.2%
122.8%
-12.7%
Nov '21
Bitcoin ETF
54.48
-1.3%
-
-3.6%
Nov '24
Grayscale Bitcoin (hi fee)
76.03
-1.4%
119.6%
-3.6%
Nov '24
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.36
-0.11%
8.5%
-71.3%
Oct '81
10yr Treasury rate
4.20
0.4%
8.5%
-73.5%
Sep '81
5yr Treasury rate
4.09
1.0%
6.6%
-74.8%
Sep '81
13-week T-bill
4.38
0.2%
-15.4%
-74.4%
Dec '80
Crude Oil
68.34
0.4%
-4.6%
-53.0%
Jul '08
Gold
2669.50
1.3%
29.4%
-4.3%
Oct '24
EUR/USD
1.05
-0.5%
-5.2%
-34.4%
Apr '08
USD/JPY
149.97
0.05%
6.0%
-7.2%
Jul '24
S&P 500 Volatility Index
13.34
-1.3%
7.1%
-83.9%
Mar '20
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.47
0.08%
6.3%
New Peak
Sep '24
Interm Muni- JPMorgan
50.86
-0.2%
2.7%
-0.5%
Oct '24
Interm Bond- Janus MSB
45.06
-0.8%
2.4%
-5.4%
Aug '21
Interm Bond- Vanguard
76.26
0.03%
3.3%
-7.2%
Aug '20
Multisector Bond- Intrepid
9.06
0.11%
9.4%
-0.3%
Nov '24
Int’l Bond- JPMorgan
47.90
-0.4%
4.1%
-0.8%
Sep '24
Long Bond- Vanguard
78.95
0.4%
3.1%
-16.9%
Sep '21
Long CA Muni- PIMCO
9.58
0.10%
4.3%
-0.2%
Oct '24
Long Muni- iShares
57.98
0.2%
2.7%
-0.9%
Aug '21

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