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S&P 500 (Large Cap)

Return
51.0%
[
10.2%
annualized]
 
Dec 31 2020 - Apr 02 2025
-7.7%
Below
Peak
Feb '25

DJIA (Large Value)

Return
38.0%
[
7.9%
annualized]
 
Dec 31 2020 - Apr 02 2025
-6.2%
Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return
3.6%
[
0.8%
annualized]
 
Dec 31 2020 - Apr 02 2025
-16.3%
Below
Peak
Nov '21

Performance Range:

As of Apr 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)
5670.97
0.7%
-3.6%
-7.7%
Feb '25
DJIA (Large Value)
42225.32
0.6%
-0.7%
-6.2%
Dec '24
Russell 2000 (Small Cap)
2045.36
1.6%
-8.3%
-16.3%
Nov '21
NASDAQ Comp (Tech/Growth)
17601.05
0.9%
-8.9%
-12.8%
Dec '24
Aggregate Bond
98.85
-0.11%
3.0%
-5.9%
Aug '20
Muni ~7yrs
105.28
-0.2%
-0.4%
-2.0%
Dec '24
Corp Bond
108.91
0.2%
3.1%
-8.4%
Sep '21
High Yield Bond
78.85
0.2%
1.7%
-0.7%
Feb '25
Preferred
30.60
0.3%
-1.0%
-5.9%
Dec '21
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
87.01
0.8%
3.9%
-10.0%
Oct '24
Consumer Discretionary/Cyclical
203.31
1.9%
-9.1%
-14.7%
Dec '24
Financial Services
50.16
0.8%
4.2%
-3.5%
Feb '25
Real Estate
91.13
0.6%
3.4%
-10.6%
Dec '21
Communication Services
96.85
0.4%
0.3%
-7.8%
Feb '25
Energy
94.13
0.1%
10.7%
-1.7%
Nov '24
Industrials
133.05
0.9%
1.3%
-6.8%
Nov '24
Technology
209.53
0.7%
-9.7%
-13.3%
Feb '25
Consumer Staples/Defensive
81.55
-0.3%
4.3%
-1.9%
Feb '25
Healthcare
144.30
0.7%
5.3%
-7.1%
Sep '24
Utilities
79.42
0.5%
5.7%
-2.8%
Nov '24
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
117.40
0.5%
-0.1%
-5.4%
Feb '25
MSCI Emerging Markets
43.90
0.1%
5.0%
-16.9%
Feb '21
FTSE Europe
70.62
0.3%
11.7%
-3.5%
Mar '25
MSCI Japan
68.22
0.03%
1.7%
-5.1%
Sep '24
MSCI India
51.56
1.0%
-2.1%
-12.3%
Sep '24
MSCI China
54.16
-0.7%
15.6%
-39.2%
Feb '21
International Bond
48.82
-0.02%
0.2%
-3.9%
Dec '20
iShares Latin America
23.96
0.3%
14.6%
-25.0%
May '08
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
518.91
0.6%
-3.4%
-7.6%
Feb '25
US Large Growth
366.86
0.8%
-8.5%
-12.2%
Dec '24
US Large Value
189.13
0.7%
2.6%
-4.4%
Nov '24
US MidCap Blend
261.90
0.9%
-0.4%
-7.2%
Nov '24
US MidCap Growth
248.90
1.1%
-1.7%
-10.0%
Feb '25
US MidCap Value
161.98
0.8%
0.8%
-6.9%
Nov '24
US Small Blend
226.03
1.6%
-5.6%
-12.9%
Nov '24
US Small Growth
260.51
1.9%
-9.4%
-20.4%
Feb '21
US Small Value
152.94
1.3%
-6.5%
-15.0%
Nov '24
Foreign Large Blend
82.04
0.2%
8.5%
-3.4%
Mar '25
Foreign Growth
100.62
0.5%
3.9%
-7.0%
Sep '21
Foreign Value
59.07
0.12%
12.6%
-2.7%
Mar '25
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
23.91
-0.06%
0.1%
-0.7%
Feb '25
Ultra Short- Janus AAA CLO
50.53
0.02%
1.0%
New Peak
Apr '25
Bank Loan- Invesco
20.73
0%
0.0%
-0.6%
Feb '25
Interval CEF- Cliffwater
10.57
-2.6%
-0.5%
-2.6%
Apr '25
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
43.97
0.7%
-3.9%
-8.9%
Jan '25
Int’l Min Volatility- Franklin
32.27
-0.5%
6.2%
-1.8%
Mar '25
MidCap 30 - Hennessy (hi fee)
21.96
1.9%
-7.7%
-15.7%
Nov '24
Small Value- Avantis
88.88
1.6%
-7.6%
-15.8%
Nov '24
Mid Value- Pacer Cash Cows
54.90
0.5%
-2.4%
-9.8%
Nov '24
Growth- S&P Momentum
94.14
1.0%
-0.7%
-8.7%
Feb '25
Invesco S&P Quality
66.44
0.4%
-0.6%
-6.4%
Feb '25
Rotation Factor- BlackRock
49.16
0.5%
-3.7%
-8.2%
Feb '25
US Min Volatility- Fidelity
60.85
0.3%
0.8%
-3.5%
Feb '25
Derivative Income- JPMorgan
57.00
0.4%
0.9%
-3.3%
Feb '25
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
14.93
0.1%
0.5%
-1.8%
Feb '25
Multistrategy- AQR
13.19
-0.08%
7.1%
-0.1%
Apr '25
Long Short- AQR
17.57
0.5%
9.7%
-0.6%
Mar '25
Mkt Neutral- BlackRock
14.23
0.07%
5.4%
New Peak
Apr '25
Multi Strategy- Variant
26.75
0%
1.7%
New Peak
Apr '25
Long Short- First Trust
64.01
0%
-2.5%
-5.9%
Jan '25
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
157.04
-0.02%
-16.9%
-23.8%
Feb '25
Meta (Communications)
583.93
-0.4%
-0.2%
-20.7%
Feb '25
Amazon (Cyclical)
196.01
2.0%
-10.7%
-19.0%
Feb '25
Tesla (Cyclical)
282.76
5.3%
-30.0%
-41.1%
Dec '24
Procter & Gamble (Defensive)
169.50
-0.6%
1.7%
-5.1%
Dec '24
PepsiCo (Defensive)
149.12
-0.4%
-1.1%
-19.1%
May '23
Coca-Cola (Defensive)
71.33
-0.8%
15.4%
-0.8%
Apr '25
Exxon Mobil (Energy)
118.67
-0.3%
11.3%
-3.7%
Oct '24
Chevron (Energy)
166.47
-1.2%
16.2%
-2.8%
Jan '23
JPMorgan Chase (Financial)
245.82
0.9%
3.1%
-12.2%
Feb '25
Visa (Financial)
346.33
-0.01%
9.8%
-4.5%
Feb '25
Mastercard (Financial)
547.38
-0.2%
4.1%
-5.0%
Feb '25
Bank of America (Financial)
41.85
0.9%
-4.2%
-11.8%
Feb '25
UnitedHealth (Health)
523.20
0.02%
3.9%
-15.6%
Nov '24
Johnson & Johnson (Health)
155.36
1.4%
8.3%
-8.7%
Apr '22
Eli Lilly (Health)
818.22
1.6%
6.2%
-14.5%
Aug '24
Union Pacific (Industrials)
238.46
0.5%
5.1%
-7.6%
Mar '22
Honeywell (Industrials)
215.99
1.2%
-3.9%
-8.0%
Dec '24
Apple (IT)
223.89
0.3%
-10.5%
-13.5%
Dec '24
Microsoft (IT)
382.14
-0.01%
-9.2%
-17.8%
Jul '24
Nvidia (IT)
110.42
0.2%
-17.8%
-26.1%
Jan '25
Broadcom (IT)
172.09
2.1%
-25.5%
-30.8%
Dec '24
Adobe (IT)
385.78
0.7%
-13.2%
-44.0%
Nov '21
Oracle (IT)
145.86
2.8%
-12.3%
-24.0%
Nov '24
salesforce.com (IT)
271.54
0.5%
-18.8%
-26.1%
Dec '24
Linde PLC (Materials)
469.74
0.6%
12.6%
-2.8%
Oct '24
Sherwin-Williams (Materials)
353.66
0.9%
4.3%
-11.3%
Nov '24
American Tower (Real Estate)
217.90
-0.7%
18.8%
-20.5%
Sep '21
Prologis Inc. (Real Estate)
112.34
0.8%
7.2%
-29.0%
Apr '22
NextEra Energy (Utilities)
70.48
-0.6%
-0.9%
-17.7%
Dec '21
Duke Energy (Utilities)
120.39
-0.6%
12.8%
-1.3%
Mar '25
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.18
0.07%
1.8%
-0.5%
Feb '25
Moderate-60% Stock
57.76
0.5%
1.2%
-2.3%
Feb '25
Mod Agg-80% Stock
44.38
0.5%
0.5%
-3.9%
Feb '25
Aggressive-90% Stock
26.38
0.6%
-0.2%
-5.1%
Feb '25
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
83236.80
0.9%
-10.9%
-21.6%
Jan '25
Ethereum
1820.40
1.4%
-45.4%
-62.2%
Nov '21
BNB
605.44
2.5%
-13.6%
-19.3%
Dec '24
Solana
118.65
0.8%
-37.3%
-54.7%
Jan '25
Bitcoin ETF
49.41
2.3%
-6.9%
-18.6%
Dec '24
Grayscale Bitcoin (hi fee)
68.70
2.3%
-7.2%
-18.9%
Dec '24
Bloomberg Commodities
21.55
0.5%
9.1%
-12.3%
Jun '22
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.55
0.8%
-4.9%
-70.1%
Oct '81
10yr Treasury rate
4.20
1.0%
-8.2%
-73.5%
Sep '81
5yr Treasury rate
3.95
1.0%
-9.8%
-75.7%
Sep '81
13-week T-bill
4.20
0.07%
-0.1%
-75.5%
Dec '80
Crude Oil
69.42
-3.2%
-3.2%
-52.2%
Jul '08
Gold
3148.20
0.3%
19.7%
New Peak
Apr '25
EUR/USD
1.10
1.2%
5.5%
-31.4%
Apr '08
USD/JPY
147.23
-0.7%
-6.2%
-8.9%
Jul '24
S&P 500 Volatility Index
21.51
-1.2%
24.0%
-74.0%
Mar '20
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.63
-0.04%
1.7%
New Peak
Apr '25
Interm Muni- JPMorgan
49.93
-0.2%
0.4%
-1.1%
Feb '25
Interm Bond- Janus MSB
45.04
-0.4%
3.2%
-3.1%
Aug '21
Interm Bond- Vanguard
76.51
-0.03%
3.4%
-5.7%
Aug '20
Multisector Bond- Intrepid
8.96
0%
1.3%
-0.7%
Feb '25
Int’l Bond- JPMorgan
47.68
-0.13%
2.1%
-0.4%
Feb '25
Long Bond- Vanguard
76.23
0.4%
3.3%
-18.3%
Sep '21
Long CA Muni- PIMCO
9.33
0%
0.0%
-1.9%
Dec '24
Long Muni- iShares
56.20
-0.12%
-1.2%
-3.0%
Aug '21

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