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S&P 500 (Large Cap)

Return
47.1%
[
9.3%
annualized]
 
Dec 31 2020 - Apr 25 2025
-10.1%
Below
Peak
Feb '25

DJIA (Large Value)

Return
31.1%
[
6.5%
annualized]
 
Dec 31 2020 - Apr 25 2025
-10.9%
Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return
-0.9%
[
-0.2%
annualized]
 
Dec 31 2020 - Apr 25 2025
-19.9%
Below
Peak
Nov '21

Performance Range:

As of Apr 25 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)
5525.21
0.7%
-6.1%
-10.1%
Feb '25
DJIA (Large Value)
40113.50
0.05%
-5.7%
-10.9%
Dec '24
Russell 2000 (Small Cap)
1957.62
0.00%
-12.2%
-19.9%
Nov '21
NASDAQ Comp (Tech/Growth)
17382.94
1.3%
-10.0%
-13.8%
Dec '24
Aggregate Bond
98.60
0.4%
2.7%
-6.4%
Aug '20
Muni ~7yrs
104.02
0.13%
-1.6%
-3.2%
Dec '24
Corp Bond
107.99
0.5%
2.2%
-9.2%
Sep '21
High Yield Bond
78.77
0.09%
1.6%
-0.8%
Feb '25
Preferred
30.23
0.1%
-2.2%
-7.0%
Dec '21
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
82.62
-0.7%
-1.3%
-14.5%
Oct '24
Consumer Discretionary/Cyclical
197.60
1.8%
-11.7%
-17.1%
Dec '24
Financial Services
48.02
-0.5%
-0.3%
-7.7%
Feb '25
Real Estate
87.01
-0.2%
-1.3%
-14.7%
Dec '21
Communication Services
94.36
0.6%
-2.2%
-10.1%
Feb '25
Energy
82.39
-0.2%
-3.1%
-13.9%
Nov '24
Industrials
129.01
-0.01%
-1.8%
-9.7%
Nov '24
Technology
208.47
1.5%
-10.2%
-13.8%
Feb '25
Consumer Staples/Defensive
80.84
-0.3%
3.4%
-2.8%
Feb '25
Healthcare
138.05
0.5%
0.7%
-11.1%
Sep '24
Utilities
78.21
-0.3%
4.1%
-4.2%
Nov '24
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
116.18
0.6%
-1.1%
-6.4%
Feb '25
MSCI Emerging Markets
43.45
-0.2%
3.9%
-17.7%
Feb '21
FTSE Europe
72.36
0.4%
14.5%
-1.2%
Mar '25
MSCI Japan
70.77
0.7%
5.5%
-1.5%
Sep '24
MSCI India
52.85
-1.7%
0.4%
-10.1%
Sep '24
MSCI China
51.91
-0.12%
10.8%
-41.7%
Feb '21
International Bond
49.42
-0.06%
1.4%
-2.7%
Dec '20
iShares Latin America
24.90
0.6%
19.1%
-22.1%
May '08
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
506.11
0.7%
-5.7%
-9.9%
Feb '25
US Large Growth
364.78
1.5%
-9.1%
-12.7%
Dec '24
US Large Value
180.43
-0.2%
-2.1%
-8.8%
Nov '24
US MidCap Blend
253.73
-0.13%
-3.5%
-10.1%
Nov '24
US MidCap Growth
246.11
0.4%
-2.8%
-11.0%
Feb '25
US MidCap Value
154.47
-0.5%
-3.9%
-11.2%
Nov '24
US Small Blend
214.78
-0.2%
-10.3%
-17.3%
Nov '24
US Small Growth
252.41
0.3%
-12.2%
-22.9%
Feb '21
US Small Value
144.65
-0.2%
-11.6%
-19.6%
Nov '24
Foreign Large Blend
84.12
0.4%
11.3%
-0.9%
Mar '25
Foreign Growth
103.35
0.6%
6.7%
-4.5%
Sep '21
Foreign Value
60.52
0.3%
15.3%
-0.3%
Mar '25
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
23.95
0.10%
0.2%
-0.5%
Feb '25
Ultra Short- Janus AAA CLO
50.50
0.08%
0.9%
-0.1%
Apr '25
Bank Loan- Invesco
20.69
-0.10%
0.4%
-0.2%
Feb '25
Interval CEF- Cliffwater
10.61
0%
-0.1%
-2.2%
Apr '25
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
42.87
0.9%
-6.3%
-11.1%
Jan '25
Int’l Min Volatility- Franklin
31.78
0.6%
4.5%
-3.3%
Mar '25
MidCap 30 - Hennessy (hi fee)
20.58
-0.2%
-13.5%
-21.0%
Nov '24
Small Value- Avantis
82.71
-0.4%
-14.0%
-21.6%
Nov '24
Mid Value- Pacer Cash Cows
51.55
-0.3%
-8.4%
-15.3%
Nov '24
Growth- S&P Momentum
94.02
1.3%
-0.9%
-8.8%
Feb '25
Invesco S&P Quality
65.22
0.4%
-2.4%
-8.1%
Feb '25
Rotation Factor- BlackRock
48.21
0.8%
-5.6%
-10.0%
Feb '25
US Min Volatility- Fidelity
58.73
0.2%
-2.7%
-6.9%
Feb '25
Derivative Income- JPMorgan
54.98
0.3%
-2.7%
-6.7%
Feb '25
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
14.87
-0.1%
0.1%
-2.2%
Feb '25
Multistrategy- AQR
12.88
0.3%
4.6%
-2.4%
Apr '25
Long Short- AQR
17.50
0.7%
9.2%
-1.0%
Mar '25
Mkt Neutral- BlackRock
14.27
0.4%
5.7%
-0.3%
Apr '25
Multi Strategy- Variant
26.84
0%
2.1%
New Peak
Apr '25
Long Short- First Trust
63.10
0.2%
-3.9%
-7.2%
Jan '25
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
161.96
1.7%
-14.3%
-21.4%
Feb '25
Meta (Communications)
547.27
2.6%
-6.4%
-25.6%
Feb '25
Amazon (Cyclical)
188.99
1.3%
-13.9%
-21.9%
Feb '25
Tesla (Cyclical)
284.95
9.8%
-29.4%
-40.6%
Dec '24
Procter & Gamble (Defensive)
161.02
0.9%
-2.8%
-9.3%
Dec '24
PepsiCo (Defensive)
133.38
-1.4%
-11.5%
-27.6%
May '23
Coca-Cola (Defensive)
71.91
-0.8%
16.4%
-2.7%
Apr '25
Exxon Mobil (Energy)
108.57
-0.06%
1.8%
-11.9%
Oct '24
Chevron (Energy)
138.73
-0.2%
-3.2%
-19.0%
Jan '23
JPMorgan Chase (Financial)
243.55
-0.4%
2.8%
-12.5%
Feb '25
Visa (Financial)
335.17
-0.2%
6.2%
-7.6%
Feb '25
Mastercard (Financial)
533.48
-0.4%
1.6%
-7.3%
Feb '25
Bank of America (Financial)
39.69
0.3%
-9.1%
-16.3%
Feb '25
UnitedHealth (Health)
418.64
-1.3%
-16.9%
-32.5%
Nov '24
Johnson & Johnson (Health)
154.58
-0.2%
7.7%
-9.2%
Apr '22
Eli Lilly (Health)
884.54
2.9%
14.8%
-7.6%
Aug '24
Union Pacific (Industrials)
213.29
-1.0%
-6.0%
-17.3%
Mar '22
Honeywell (Industrials)
199.16
-0.8%
-11.4%
-15.2%
Dec '24
Apple (IT)
209.28
0.4%
-16.3%
-19.1%
Dec '24
Microsoft (IT)
391.85
1.2%
-6.8%
-15.7%
Jul '24
Nvidia (IT)
111.01
4.3%
-17.3%
-25.7%
Jan '25
Broadcom (IT)
192.31
2.2%
-16.8%
-22.6%
Dec '24
Adobe (IT)
367.72
1.9%
-17.3%
-46.6%
Nov '21
Oracle (IT)
138.49
0.7%
-16.4%
-27.6%
Nov '24
salesforce.com (IT)
267.85
1.2%
-19.8%
-27.0%
Dec '24
Linde PLC (Materials)
448.40
-0.3%
7.5%
-7.2%
Oct '24
Sherwin-Williams (Materials)
331.62
-0.8%
-2.2%
-16.9%
Nov '24
American Tower (Real Estate)
210.82
-0.04%
15.9%
-22.4%
Sep '21
Prologis Inc. (Real Estate)
102.24
-1.1%
-2.4%
-35.4%
Apr '22
NextEra Energy (Utilities)
66.09
-0.4%
-7.1%
-22.9%
Dec '21
Duke Energy (Utilities)
119.85
-0.7%
12.3%
-3.4%
Apr '25
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.18
0.3%
1.8%
-0.5%
Feb '25
Moderate-60% Stock
57.28
0.4%
0.4%
-3.1%
Feb '25
Mod Agg-80% Stock
44.08
0.4%
-0.2%
-4.5%
Feb '25
Aggressive-90% Stock
26.06
0.5%
-1.4%
-6.3%
Feb '25
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
95138.16
1.3%
1.8%
-10.4%
Jan '25
Ethereum
1811.61
2.4%
-45.6%
-62.4%
Nov '21
BNB
604.44
0.5%
-13.8%
-19.4%
Dec '24
Solana
152.02
-0.2%
-19.7%
-41.9%
Jan '25
Bitcoin ETF
54.27
1.9%
2.3%
-10.6%
Dec '24
Grayscale Bitcoin (hi fee)
75.34
1.9%
1.8%
-11.1%
Dec '24
Bloomberg Commodities
20.74
-0.3%
5.0%
-15.6%
Jun '22
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.74
-0.6%
-1.0%
-68.8%
Oct '81
10yr Treasury rate
4.27
-0.9%
-6.7%
-73.1%
Sep '81
5yr Treasury rate
3.88
-1.1%
-11.3%
-76.1%
Sep '81
13-week T-bill
4.19
-0.10%
-0.4%
-75.5%
Dec '80
Crude Oil
63.17
0.6%
-11.9%
-56.5%
Jul '08
Gold
3330.20
-0.05%
26.7%
-2.2%
Apr '25
EUR/USD
1.14
-0.03%
9.3%
-28.9%
Apr '08
USD/JPY
143.62
0.5%
-8.5%
-11.1%
Jul '24
S&P 500 Volatility Index
24.84
-6.2%
43.2%
-70.0%
Mar '20
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.49
-0.08%
1.9%
-0.1%
Apr '25
Interm Muni- JPMorgan
49.36
0.08%
-0.8%
-2.2%
Feb '25
Interm Bond- Janus MSB
44.84
0.5%
2.8%
-3.6%
Aug '21
Interm Bond- Vanguard
76.54
0.4%
3.4%
-5.7%
Aug '20
Multisector Bond- Intrepid
8.89
0.2%
0.6%
-1.4%
Feb '25
Int’l Bond- JPMorgan
48.15
0.1%
3.1%
New Peak
Apr '25
Long Bond- Vanguard
74.77
0.8%
1.3%
-19.8%
Sep '21
Long CA Muni- PIMCO
9.17
0.3%
-1.4%
-3.3%
Dec '24
Long Muni- iShares
55.40
0.2%
-2.6%
-4.4%
Aug '21

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