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WEALTH
MANAGEMENT

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S&P 500 (Large Cap)

Return
54.8%
[
12.3%
annualized]
 
Dec 31 2020 - Oct 11 2024
New Peak

DJIA (Large Value)

Return
40.0%
[
9.3%
annualized]
 
Dec 31 2020 - Oct 11 2024
New Peak

Russell 2000 (Small Cap)

Return
13.1%
[
3.3%
annualized]
 
Dec 31 2020 - Oct 11 2024
-8.5%
Below
Peak
Nov '21

Performance Range:

As of Oct 14 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)
5815.03
0.6%
21.9%
New Peak
Oct '24
DJIA (Large Value)
42863.86
1.0%
13.7%
New Peak
Oct '24
Russell 2000 (Small Cap)
2234.41
2.1%
10.2%
-8.5%
Nov '21
NASDAQ Comp (Tech/Growth)
18342.94
0.3%
22.2%
-1.6%
Jul '24
Aggregate Bond
99.50
0.03%
3.0%
-7.4%
Aug '20
Muni ~7yrs
107.79
-0.02%
1.7%
-1.1%
Jul '21
Corp Bond
110.81
-0.02%
3.5%
-8.8%
Sep '21
High Yield Bond
79.57
0.3%
7.6%
-0.5%
Sep '24
Preferred
33.25
0.6%
11.7%
-1.0%
Dec '21
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
95.89
0.7%
13.5%
-1.2%
Sep '24
Consumer Discretionary/Cyclical
196.58
-0.4%
10.6%
-4.6%
Nov '21
Financial Services
46.51
1.9%
25.1%
New Peak
Oct '24
Real Estate
94.78
1.1%
10.4%
-8.9%
Dec '21
Communication Services
90.43
0.7%
25.5%
-0.5%
Oct '24
Energy
92.81
0.6%
13.4%
-3.8%
Apr '24
Industrials
138.42
1.8%
22.6%
New Peak
Oct '24
Technology
230.81
0.2%
20.5%
-2.7%
Jul '24
Consumer Staples/Defensive
81.64
0.6%
15.6%
-2.6%
Sep '24
Healthcare
153.89
0.7%
14.1%
-1.8%
Sep '24
Utilities
79.25
0.9%
28.1%
-2.7%
Oct '24
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
120.16
0.6%
19.1%
New Peak
Oct '24
MSCI Emerging Markets
46.36
0.7%
16.1%
-13.7%
Feb '21
FTSE Europe
69.67
0.6%
10.6%
-2.9%
Sep '24
MSCI Japan
71.05
0.2%
11.6%
-2.7%
Sep '24
MSCI India
57.19
0.2%
17.2%
-3.4%
Sep '24
MSCI China
52.64
0.6%
29.8%
-42.0%
Feb '21
International Bond
49.94
0.04%
2.9%
-4.7%
Dec '20
iShares Latin America
25.56
-0.04%
-9.7%
-23.2%
May '08
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
532.71
0.6%
23.2%
New Peak
Oct '24
US Large Growth
380.01
0.2%
25.8%
-0.6%
Jul '24
US Large Value
191.40
1.1%
17.4%
New Peak
Oct '24
US MidCap Blend
266.65
1.2%
16.4%
New Peak
Oct '24
US MidCap Growth
249.73
1.5%
14.3%
-4.0%
Nov '21
US MidCap Value
167.43
1.0%
17.3%
-0.1%
Sep '24
US Small Blend
239.01
1.7%
13.1%
New Peak
Oct '24
US Small Growth
286.28
2.2%
14.0%
-13.0%
Feb '21
US Small Value
166.32
1.9%
8.5%
-2.4%
Jul '24
Foreign Large Blend
82.30
0.5%
11.1%
-2.5%
Sep '24
Foreign Growth
106.18
0.8%
10.6%
-2.6%
Sep '21
Foreign Value
56.60
0.3%
11.7%
-2.3%
Sep '24
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
24.32
0.06%
6.4%
New Peak
Oct '24
Ultra Short- Janus AAA CLO
50.74
0%
5.8%
New Peak
Oct '24
Bank Loan- Invesco
21.13
0.09%
6.4%
New Peak
Oct '24
Interval CEF- Cliffwater
10.67
0.09%
7.0%
-2.4%
Oct '24
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
46.31
0.9%
28.8%
New Peak
Oct '24
Int’l Min Volatility- Franklin
31.30
0.3%
16.0%
New Peak
Oct '24
MidCap 30 - Hennessy (hi fee)
28.41
2.1%
36.6%
New Peak
Oct '24
Small Value- Avantis
96.97
2.0%
9.3%
-2.3%
Jul '24
Mid Value- Pacer Cash Cows
58.36
0.8%
13.9%
New Peak
Oct '24
Growth- S&P Momentum
93.67
1.0%
43.5%
New Peak
Oct '24
Invesco S&P Quality
67.53
0.4%
26.0%
New Peak
Oct '24
Rotation Factor- BlackRock
50.42
0.6%
27.9%
New Peak
Oct '24
US Min Volatility- Fidelity
61.49
0.7%
17.4%
New Peak
Oct '24
Derivative Income- JPMorgan
59.46
0.5%
14.1%
New Peak
Oct '24
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
14.37
0.5%
8.5%
-0.4%
Jul '24
Multistrategy- AQR
12.38
0.2%
10.3%
-3.0%
May '24
Long Short- AQR
16.15
0.12%
22.9%
-0.6%
Sep '24
Mkt Neutral- BlackRock
14.01
-0.2%
19.0%
-0.2%
Oct '24
Multi Strategy- Variant
27.22
0.07%
0.8%
-3.1%
May '24
Long Short- First Trust
64.28
1.0%
15.5%
New Peak
Oct '24
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
163.24
0.7%
17.1%
-14.5%
Jul '24
Meta (Communications)
589.95
1.0%
67.2%
-1.0%
Oct '24
Amazon (Cyclical)
188.82
1.2%
24.3%
-5.6%
Jul '24
Tesla (Cyclical)
217.80
-8.8%
-12.3%
-46.9%
Nov '21
Procter & Gamble (Defensive)
171.09
1.3%
19.0%
-3.8%
Sep '24
PepsiCo (Defensive)
174.81
1.1%
5.3%
-6.8%
May '23
Coca-Cola (Defensive)
69.57
0.5%
20.7%
-4.1%
Sep '24
Exxon Mobil (Energy)
123.61
0.4%
26.8%
-1.4%
Oct '24
Chevron (Energy)
151.42
0.5%
4.8%
-13.5%
Jan '23
JPMorgan Chase (Financial)
222.29
4.4%
33.8%
-0.5%
Aug '24
Visa (Financial)
277.84
0.1%
7.3%
-4.7%
Sep '24
Mastercard (Financial)
502.26
0.9%
18.4%
New Peak
Oct '24
Bank of America (Financial)
41.95
5.0%
27.1%
-8.6%
Feb '22
UnitedHealth (Health)
598.05
0.06%
14.9%
-0.7%
Sep '24
Johnson & Johnson (Health)
161.46
0.6%
5.4%
-6.7%
Apr '22
Eli Lilly (Health)
932.06
2.3%
60.7%
-2.9%
Aug '24
Union Pacific (Industrials)
242.31
1.5%
0.3%
-7.1%
Mar '22
Honeywell (Industrials)
215.99
1.1%
4.7%
-1.6%
Aug '21
Apple (IT)
227.55
-0.7%
18.6%
-3.0%
Jul '24
Microsoft (IT)
416.32
0.12%
11.3%
-10.8%
Jul '24
Nvidia (IT)
134.80
-0.01%
172.3%
-0.6%
Jun '24
Broadcom (IT)
181.48
-2.3%
64.3%
-2.4%
Oct '24
Adobe (IT)
495.42
-1.6%
-17.0%
-28.0%
Nov '21
Oracle (IT)
175.77
0.2%
68.8%
-1.2%
Oct '24
salesforce.com (IT)
288.10
-0.7%
10.0%
-8.7%
Mar '24
Linde PLC (Materials)
474.04
1.0%
16.5%
-1.6%
Sep '24
Sherwin-Williams (Materials)
378.99
0.7%
22.3%
-1.3%
Sep '24
American Tower (Real Estate)
219.27
0.6%
4.1%
-20.7%
Sep '21
Prologis Inc. (Real Estate)
120.24
1.7%
-7.7%
-25.4%
Apr '22
NextEra Energy (Utilities)
81.86
1.1%
37.8%
-5.9%
Dec '21
Duke Energy (Utilities)
114.17
0.9%
21.3%
-3.0%
Sep '24
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.71
0.13%
5.1%
-1.8%
Nov '21
Moderate-60% Stock
58.77
0.4%
12.3%
-0.5%
Sep '24
Mod Agg-80% Stock
47.14
0.5%
14.9%
-0.1%
Sep '24
Aggressive-90% Stock
27.87
0.7%
14.8%
-0.1%
Sep '24
CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
62521.60
-1.1%
47.9%
-14.5%
Mar '24
Ethereum
2446.00
-1.2%
7.2%
-49.2%
Nov '21
BNB
570.21
-1.1%
82.5%
-19.7%
Jun '24
Solano
147.44
0.6%
45.2%
-43.1%
Nov '21
Bitcoin ETF
35.94
5.9%
-
-14.3%
Mar '24
Grayscale Bitcoin (hi fee)
50.27
5.9%
45.2%
-23.3%
Mar '24
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.38
-0.07%
9.1%
-71.2%
Oct '81
10yr Treasury rate
4.07
-0.6%
5.4%
-74.3%
Sep '81
5yr Treasury rate
3.88
-1.0%
1.0%
-76.2%
Sep '81
13-week T-bill
4.51
-0.3%
-12.8%
-73.7%
Dec '80
Crude Oil
74.38
0.08%
3.8%
-48.8%
Jul '08
Gold
2662.60
-0.2%
29.1%
-0.8%
Sep '24
EUR/USD
1.09
-0.04%
-1.3%
-31.7%
Apr '08
USD/JPY
149.24
-0.02%
5.5%
-7.7%
Jul '24
S&P 500 Volatility Index
20.46
-2.2%
64.3%
-75.3%
Mar '20
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.49
0.04%
5.9%
-0.4%
Sep '24
Interm Muni- JPMorgan
50.86
0.02%
2.5%
-0.7%
Oct '24
Interm Bond- Janus MSB
45.81
0.07%
3.6%
-4.3%
Aug '21
Interm Bond- Vanguard
76.93
0.07%
3.5%
-7.0%
Aug '20
Multisector Bond- Intrepid
9.06
0.11%
8.6%
New Peak
Oct '24
Int’l Bond- JPMorgan
47.99
0.06%
3.9%
-1.0%
Sep '24
Long Bond- Vanguard
79.00
-0.2%
2.3%
-17.5%
Sep '21
Long CA Muni- PIMCO
9.53
0%
3.1%
-1.0%
Oct '24
Long Muni- iShares
57.64
0.05%
1.6%
-2.0%
Aug '21

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