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S&P 500

Return
74.3%
[
19.0%
annualized]
 
Dec 30 2022 - Mar 12 2026
-4.1%
Below
Peak
Jan '26

DJIA (Large Value)

Return
41.2%
[
11.4%
annualized]
 
Dec 30 2022 - Mar 12 2026
-6.8%
Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return
42.1%
[
11.6%
annualized]
 
Dec 30 2022 - Mar 12 2026
-8.0%
Below
Peak
Jan '26

Performance Range:

As of Mar 12 02:20 PM EDT, next update at 02:30 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
6693.28
-1.2%
-2.2%
-4.1%
Jan '26
DJIA (Large Value)
46793.17
-1.3%
-2.6%
-6.8%
Feb '26
Russell 2000 (Small Cap)
2502.06
-1.6%
0.8%
-8.0%
Jan '26
NASDAQ Comp (Tech/Growth)
22385.93
-1.5%
-3.7%
-6.6%
Oct '25
Aggregate Bond
99.37
-0.3%
-0.2%
-1.7%
Feb '26
Corp Bond
108.66
-0.5%
-1.0%
-2.4%
Feb '26
High Yield Bond
79.51
-0.4%
-0.9%
-1.6%
Jan '26
Preferred
30.92
-0.4%
0.0%
-3.1%
Jan '26
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
49.85
0.02%
9.9%
-7.0%
Feb '26
Consumer Discretionary/Cyclical
112.21
-1.7%
-6.0%
-9.9%
Jan '26
Financial Services
48.85
-1.6%
-10.8%
-13.4%
Jan '26
Real Estate
92.51
-0.2%
4.5%
-3.6%
Mar '26
Communication Services
115.67
-1.1%
-1.7%
-3.7%
Jan '26
Energy
57.87
1.6%
29.4%
New Peak
Mar '26
Industrials
165.78
-2.2%
6.9%
-7.3%
Mar '26
Technology
138.20
-1.6%
-4.0%
-9.0%
Oct '25
Consumer Staples/Defensive
84.58
-0.01%
8.9%
-6.0%
Feb '26
Healthcare
151.01
-1.2%
-2.5%
-5.7%
Feb '26
Utilities
46.77
1.3%
9.6%
-2.0%
Feb '26
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
140.95
-1.4%
-0.4%
-5.2%
Feb '26
MSCI Emerging Markets
57.15
-2.9%
4.5%
-9.7%
Feb '26
FTSE Europe
83.54
-1.2%
-0.1%
-7.7%
Feb '26
MSCI Japan
84.44
-1.5%
4.6%
-10.1%
Feb '26
MSCI India
48.59
-1.4%
-10.1%
-17.3%
Sep '24
MSCI China
57.76
-0.9%
-3.8%
-12.7%
Oct '25
International Bond
48.12
-0.3%
-0.2%
-2.0%
Feb '26
iShares Latin America
33.77
-3.3%
10.9%
-9.5%
Feb '26
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
614.45
-1.2%
-2.0%
-3.9%
Jan '26
US Large Growth
444.83
-1.4%
-6.0%
-9.4%
Oct '25
US Large Value
215.39
-1.0%
2.4%
-4.5%
Feb '26
US MidCap Blend
290.90
-1.1%
0.2%
-5.3%
Feb '26
US MidCap Growth
265.60
-1.6%
-4.9%
-10.8%
Oct '25
US MidCap Value
184.22
-0.8%
3.9%
-5.3%
Feb '26
US Small Blend
262.58
-1.4%
1.8%
-6.2%
Feb '26
US Small Growth
318.68
-1.9%
-1.3%
-9.9%
Jan '26
US Small Value
188.11
-1.2%
3.8%
-6.4%
Feb '26
Foreign Large Blend
97.75
-1.3%
1.8%
-7.5%
Feb '26
Foreign Growth
114.56
-1.0%
0.6%
-7.1%
Feb '26
Foreign Value
73.56
-1.6%
3.0%
-8.0%
Feb '26
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
23.02
0.2%
-1.1%
-1.9%
Jan '26
Ultra Short- Janus AAA CLO
50.47
0.07%
0.2%
-0.3%
Jan '26
Bank Loan- Invesco
20.50
-0.2%
-1.4%
-1.7%
Jan '26
Interval CEF- Cliffwater
10.52p
EOD
0.8%
New Peak
Mar '26
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
52.38
-1.3%
-1.8%
-5.1%
Feb '26
Int’l Min Volatility- Franklin
39.71
-0.3%
7.8%
-4.5%
Feb '26
MidCap 30 - Hennessy (hi fee)
24.25p
EOD
-0.1%
-8.4%
Feb '26
Small Value- Avantis
106.99
-0.9%
4.9%
-7.4%
Feb '26
Mid Value- Pacer Cash Cows
62.74
-0.4%
4.3%
-3.4%
Feb '26
Growth- S&P Momentum
117.39
-1.1%
-1.6%
-5.2%
Oct '25
Invesco S&P Quality
76.43
-1.4%
1.8%
-5.6%
Feb '26
Rotation Factor- BlackRock
59.69
-1.2%
-1.8%
-3.6%
Feb '26
US Min Volatility- Fidelity
66.44
-0.7%
-0.5%
-3.2%
Feb '26
Derivative Income- JPMorgan
57.40
-1.0%
0.9%
-3.6%
Feb '26
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
16.31p
EOD
3.2%
New Peak
Mar '26
Multistrategy- AQR
14.42p
EOD
2.9%
-1.2%
Feb '26
Long Short- AQR
20.68p
EOD
-2.3%
-2.9%
Dec '25
Mkt Neutral- BlackRock
14.87p
EOD
2.0%
-0.8%
Mar '26
Multi Strategy- Variant
26.55p
EOD
0.9%
New Peak
Mar '26
Long Short- First Trust
70.30
-0.4%
-1.0%
-2.5%
Feb '26
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
304.12
-1.5%
-2.8%
-11.5%
Feb '26
Meta (Communications)
638.52
-2.5%
-3.3%
-19.1%
Aug '25
Amazon (Cyclical)
209.60
-1.4%
-9.2%
-17.5%
Nov '25
Tesla (Cyclical)
397.73
-2.5%
-11.6%
-18.8%
Dec '25
Procter & Gamble (Defensive)
151.42
-1.2%
6.4%
-12.9%
Dec '24
PepsiCo (Defensive)
159.97
-0.11%
12.5%
-9.7%
May '23
Coca-Cola (Defensive)
78.10
0.6%
11.7%
-4.2%
Feb '26
Exxon Mobil (Energy)
154.17
1.7%
29.0%
-0.2%
Feb '26
Chevron (Energy)
197.76
3.1%
31.0%
New Peak
Mar '26
JPMorgan Chase (Financial)
281.84
-2.0%
-12.1%
-15.8%
Jan '26
Visa (Financial)
307.30
-0.5%
-12.2%
-17.2%
Jun '25
Mastercard (Financial)
498.63
-1.1%
-12.5%
-16.5%
Aug '25
Bank of America (Financial)
46.88
-3.4%
-14.3%
-17.7%
Jan '26
UnitedHealth (Health)
277.93
-2.6%
-15.8%
-54.3%
Nov '24
Johnson & Johnson (Health)
243.86
0.4%
18.5%
-1.9%
Mar '26
Eli Lilly (Health)
978.41
-2.1%
-8.8%
-11.7%
Nov '25
Union Pacific (Industrials)
245.46
-2.3%
6.7%
-8.1%
Mar '26
Honeywell (Industrials)
235.44
-1.7%
21.3%
-5.1%
Mar '26
Nvidia (IT)
183.45
-1.4%
-1.6%
-11.4%
Oct '25
Broadcom (IT)
337.76
-1.1%
-2.4%
-18.1%
Dec '25
Adobe (IT)
269.98
-1.4%
-22.9%
-57.5%
Feb '24
Oracle (IT)
159.91
-2.0%
-17.7%
-51.1%
Sep '25
salesforce.com (IT)
198.59
2.3%
-25.0%
-45.6%
Dec '24
Linde PLC (Materials)
490.96
2.0%
15.1%
-3.6%
Mar '26
Sherwin-Williams (Materials)
319.58
-1.0%
-1.2%
-19.2%
Nov '24
American Tower (Real Estate)
181.42
-0.8%
3.3%
-21.4%
Sep '24
Prologis Inc. (Real Estate)
132.46
-1.4%
3.8%
-7.2%
Mar '26
NextEra Energy (Utilities)
91.83
0.2%
15.2%
-3.4%
Feb '26
Duke Energy (Utilities)
132.77
2.1%
14.2%
New Peak
Mar '26
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.87p
EOD
0.6%
-1.8%
Feb '26
Moderate-60% Stock
65.01
-1.0%
0.0%
-3.8%
Feb '26
Mod Agg-80% Stock
51.46p
EOD
1.4%
-3.4%
Feb '26
Aggressive-90% Stock
30.83p
EOD
1.9%
-4.1%
Feb '26
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
70266.52
0.09%
-19.7%
-43.7%
Oct '25
Ethereum
2059.45
0.4%
-30.6%
-57.4%
Aug '25
BNB
651.27
-0.03%
-24.6%
-50.3%
Oct '25
Solana
86.53
-0.05%
-30.5%
-67.0%
Jan '25
Bitcoin ETF
39.67
-1.0%
-20.1%
-44.3%
Oct '25
Grayscale Bitcoin (hi fee)
54.54
-0.9%
-20.2%
-44.6%
Oct '25
Bloomberg Commodities
24.13
1.6%
23.5%
New Peak
Mar '26
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.87
0.3%
0.6%
-4.6%
Oct '23
10yr Treasury rate
4.25
1.1%
2.2%
-14.7%
Oct '23
5yr Treasury rate
3.86
2.1%
3.7%
-22.2%
Oct '23
13-week T-bill
3.61
0.1%
1.6%
-32.6%
Oct '23
Crude Oil
94.48
8.3%
64.5%
-0.3%
Mar '26
Gold
5115.40
-1.0%
18.3%
-3.8%
Jan '26
USD/EUR
0.87
0.8%
1.9%
-11.1%
Jan '25
USD/JPY
159.35
0.8%
1.9%
-1.4%
Jul '24
S&P 500 Volatility Index
26.02
7.4%
74.0%
-50.3%
Apr '25
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.65
-0.2%
0.1%
-0.9%
Feb '26
Interm Muni- JPMorgan
50.40
-0.2%
0.1%
-1.4%
Feb '26
Interm Bond- Janus MSB
45.47
-0.3%
-0.1%
-1.8%
Feb '26
Interm Bond- Vanguard
77.31
-0.4%
-0.4%
-1.9%
Feb '26
Multisector Bond- Intrepid
8.90p
EOD
-0.2%
-1.1%
Jan '26
Int’l Bond- JPMorgan
48.00
-0.7%
-1.1%
-2.5%
Feb '26
Long Bond- Vanguard
74.29
-0.4%
-1.6%
-4.6%
Oct '25
Long CA Muni- PIMCO
9.44p
EOD
0.2%
-1.4%
Feb '26
Long Muni- iShares
57.29
-0.3%
-0.1%
-1.7%
Feb '26

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