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S&P 500

Return
75.1%
[
19.2%
annualized]
 
Dec 30 2022 - Mar 09 2026
-3.7%
Below
Peak
Jan '26

DJIA (Large Value)

Return
42.3%
[
11.7%
annualized]
 
Dec 30 2022 - Mar 09 2026
-6.0%
Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return
42.0%
[
11.6%
annualized]
 
Dec 30 2022 - Mar 09 2026
-8.0%
Below
Peak
Jan '26

Performance Range:

As of Mar 09 12:40 PM EDT, next update at 12:50 PM
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
6723.40
-0.2%
-1.8%
-3.7%
Jan '26
DJIA (Large Value)
47164.34
-0.7%
-1.9%
-6.0%
Feb '26
Russell 2000 (Small Cap)
2500.84
-1.0%
0.8%
-8.0%
Jan '26
NASDAQ Comp (Tech/Growth)
22423.96
0.2%
-3.5%
-6.4%
Oct '25
Aggregate Bond
100.28
0.2%
0.7%
-0.8%
Feb '26
Corp Bond
110.53
0.3%
0.6%
-0.7%
Feb '26
High Yield Bond
79.89
0.3%
-0.4%
-1.1%
Jan '26
Preferred
31.05
-0.2%
0.4%
-2.7%
Jan '26
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
49.28
-1.2%
8.7%
-8.1%
Feb '26
Consumer Discretionary/Cyclical
112.55
-1.7%
-5.7%
-9.6%
Jan '26
Financial Services
49.71
-1.7%
-9.2%
-11.9%
Jan '26
Real Estate
92.54
-1.1%
4.6%
-3.5%
Mar '26
Communication Services
116.75
-0.6%
-0.8%
-2.8%
Jan '26
Energy
56.66
0.2%
26.7%
-0.7%
Mar '26
Industrials
168.74
-0.7%
8.8%
-5.7%
Mar '26
Technology
138.23
0.7%
-4.0%
-9.0%
Oct '25
Consumer Staples/Defensive
85.47
-0.4%
10.0%
-5.0%
Feb '26
Healthcare
152.96
0.2%
-1.2%
-4.5%
Feb '26
Utilities
46.53
-0.4%
9.0%
-2.5%
Feb '26
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
141.36
-0.2%
-0.1%
-4.9%
Feb '26
MSCI Emerging Markets
57.50
0.3%
5.1%
-9.2%
Feb '26
FTSE Europe
83.45
-0.9%
-0.2%
-7.8%
Feb '26
MSCI Japan
84.14
-0.7%
4.2%
-10.5%
Feb '26
MSCI India
49.69
-0.6%
-8.1%
-15.5%
Sep '24
MSCI China
57.26
1.0%
-4.7%
-13.5%
Oct '25
International Bond
48.39
-0.10%
0.3%
-1.4%
Feb '26
iShares Latin America
33.88
0.2%
11.2%
-9.2%
Feb '26
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
617.27
-0.2%
-1.6%
-3.5%
Jan '26
US Large Growth
447.43
0.08%
-5.5%
-8.9%
Oct '25
US Large Value
216.32
-0.6%
2.8%
-4.1%
Feb '26
US MidCap Blend
294.39
-0.8%
1.4%
-4.1%
Feb '26
US MidCap Growth
270.76
-0.4%
-3.0%
-9.0%
Oct '25
US MidCap Value
185.35
-1.1%
4.5%
-4.7%
Feb '26
US Small Blend
263.38
-0.7%
2.1%
-5.9%
Feb '26
US Small Growth
319.09
-0.4%
-1.2%
-9.8%
Jan '26
US Small Value
188.08
-1.2%
3.8%
-6.4%
Feb '26
Foreign Large Blend
97.62
-0.7%
1.7%
-7.6%
Feb '26
Foreign Growth
114.21
-0.6%
0.3%
-7.4%
Feb '26
Foreign Value
73.55
-0.8%
3.0%
-8.0%
Feb '26
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
22.81
-0.1%
-2.1%
-2.8%
Jan '26
Ultra Short- Janus AAA CLO
50.40
0.06%
0.0%
-0.4%
Jan '26
Bank Loan- Invesco
20.42
0.3%
-1.8%
-2.0%
Jan '26
Interval CEF- Cliffwater
10.51p
EOD
0.7%
New Peak
Feb '26
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
52.62
-0.2%
-1.4%
-4.6%
Feb '26
Int’l Min Volatility- Franklin
39.25
-0.7%
6.6%
-5.6%
Feb '26
MidCap 30 - Hennessy (hi fee)
24.10p
EOD
-0.7%
-9.0%
Feb '26
Small Value- Avantis
107.26
-1.3%
5.2%
-7.2%
Feb '26
Mid Value- Pacer Cash Cows
63.07
-0.7%
4.8%
-2.9%
Feb '26
Growth- S&P Momentum
118.05
-0.2%
-1.1%
-4.7%
Oct '25
Invesco S&P Quality
77.10
-0.3%
2.7%
-4.8%
Feb '26
Rotation Factor- BlackRock
59.75
-0.3%
-1.7%
-3.6%
Feb '26
US Min Volatility- Fidelity
67.05
-0.5%
0.4%
-2.3%
Feb '26
Derivative Income- JPMorgan
57.88
-0.4%
1.7%
-2.8%
Feb '26
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
16.22p
EOD
2.6%
New Peak
Mar '26
Multistrategy- AQR
14.37p
EOD
2.6%
-1.6%
Feb '26
Long Short- AQR
20.60p
EOD
-2.6%
-3.2%
Dec '25
Mkt Neutral- BlackRock
14.94p
EOD
2.5%
-0.2%
Mar '26
Multi Strategy- Variant
26.53p
EOD
0.8%
New Peak
Mar '26
Long Short- First Trust
70.23
-0.01%
-1.1%
-2.6%
Feb '26
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
301.37
1.0%
-3.7%
-12.3%
Feb '26
Meta (Communications)
637.46
-1.1%
-3.4%
-19.2%
Aug '25
Amazon (Cyclical)
210.13
-1.4%
-9.0%
-17.3%
Nov '25
Tesla (Cyclical)
389.89
-1.7%
-13.3%
-20.4%
Dec '25
Procter & Gamble (Defensive)
155.10
1.0%
9.0%
-10.8%
Dec '24
PepsiCo (Defensive)
160.55
0.7%
12.9%
-9.4%
May '23
Coca-Cola (Defensive)
77.40
0.5%
10.7%
-5.1%
Feb '26
Exxon Mobil (Energy)
151.93
0.5%
27.1%
-1.7%
Feb '26
Chevron (Energy)
190.54
0.3%
26.2%
New Peak
Mar '26
JPMorgan Chase (Financial)
284.92
-1.6%
-11.2%
-14.8%
Jan '26
Visa (Financial)
313.08
-1.3%
-10.5%
-15.6%
Jun '25
Mastercard (Financial)
513.03
-1.8%
-10.0%
-14.1%
Aug '25
Bank of America (Financial)
47.28
-2.8%
-13.5%
-16.9%
Jan '26
UnitedHealth (Health)
283.02
-1.2%
-14.3%
-53.4%
Nov '24
Johnson & Johnson (Health)
242.64
0.9%
17.9%
-2.4%
Mar '26
Eli Lilly (Health)
999.00
0.9%
-6.9%
-9.8%
Nov '25
Union Pacific (Industrials)
250.56
-1.4%
8.9%
-6.1%
Mar '26
Honeywell (Industrials)
234.60
-0.3%
20.8%
-5.4%
Mar '26
Nvidia (IT)
180.75
1.6%
-3.1%
-12.7%
Oct '25
Broadcom (IT)
345.28
4.5%
-0.2%
-16.2%
Dec '25
Adobe (IT)
281.24
-0.8%
-19.6%
-55.7%
Feb '24
Oracle (IT)
149.81
-2.1%
-22.9%
-54.2%
Sep '25
salesforce.com (IT)
198.23
-1.9%
-25.2%
-45.7%
Dec '24
Linde PLC (Materials)
481.37
-0.7%
12.9%
-5.5%
Mar '26
Sherwin-Williams (Materials)
323.49
-1.9%
0.1%
-18.2%
Nov '24
American Tower (Real Estate)
186.08
-1.3%
6.0%
-19.4%
Sep '24
Prologis Inc. (Real Estate)
131.92
-1.9%
3.3%
-7.6%
Mar '26
NextEra Energy (Utilities)
91.27
0.3%
14.5%
-4.0%
Feb '26
Duke Energy (Utilities)
131.20
-1.0%
12.9%
-1.0%
Mar '26
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.89p
EOD
0.8%
-1.7%
Feb '26
Moderate-60% Stock
65.35
-0.2%
0.5%
-3.4%
Feb '26
Mod Agg-80% Stock
51.20p
EOD
0.9%
-3.9%
Feb '26
Aggressive-90% Stock
30.50p
EOD
0.8%
-5.1%
Feb '26
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
68853.03
4.4%
-21.3%
-44.8%
Oct '25
Ethereum
2024.77
4.6%
-31.8%
-58.1%
Aug '25
BNB
639.89
4.5%
-25.9%
-51.2%
Oct '25
Solana
85.11
4.3%
-31.6%
-67.5%
Jan '25
Bitcoin ETF
39.15
1.4%
-21.1%
-45.1%
Oct '25
Grayscale Bitcoin (hi fee)
53.80
1.4%
-21.3%
-45.3%
Oct '25
Bloomberg Commodities
23.80
1.3%
21.9%
New Peak
Mar '26
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.74
-0.3%
-2.1%
-7.1%
Oct '23
10yr Treasury rate
4.13
-0.10%
-0.8%
-17.2%
Oct '23
5yr Treasury rate
3.72
0.2%
0.1%
-24.9%
Oct '23
13-week T-bill
3.59
0.5%
1.2%
-32.9%
Oct '23
Crude Oil
94.97
4.5%
65.4%
New Peak
Mar '26
Gold
5113.90
-0.6%
18.2%
-3.8%
Jan '26
USD/EUR
0.86
0.08%
1.3%
-11.7%
Jan '25
USD/JPY
158.05
0.3%
1.0%
-2.2%
Jul '24
S&P 500 Volatility Index
27.20
-7.8%
81.9%
-48.0%
Apr '25
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.99
-0.01%
0.7%
-0.2%
Feb '26
Interm Muni- JPMorgan
50.74
0%
0.8%
-0.8%
Feb '26
Interm Bond- Janus MSB
45.85
0.03%
0.8%
-1.0%
Feb '26
Interm Bond- Vanguard
78.02
0.12%
0.5%
-1.0%
Feb '26
Multisector Bond- Intrepid
8.90p
EOD
-0.2%
-1.1%
Jan '26
Int’l Bond- JPMorgan
48.26
-0.2%
-0.5%
-2.0%
Feb '26
Long Bond- Vanguard
76.25
0.5%
0.9%
-2.1%
Oct '25
Long CA Muni- PIMCO
9.48p
EOD
0.6%
-0.9%
Feb '26
Long Muni- iShares
57.73
0.00%
0.7%
-0.9%
Feb '26

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