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S&P 500 (Large Cap)

Return
60.2%
[
11.1%
annualized]
 
Dec 31 2020 - Jun 17 2025
-2.1%
Below
Peak
Feb '25

DJIA (Large Value)

Return
38.7%
[
7.6%
annualized]
 
Dec 31 2020 - Jun 17 2025
-5.7%
Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return
7.1%
[
1.5%
annualized]
 
Dec 31 2020 - Jun 17 2025
-13.4%
Below
Peak
Nov '21

Performance Range:

As of Jun 17 11:16 AM EDT Market Open
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)
6015.36
-0.3%
2.3%
-2.1%
Feb '25
DJIA (Large Value)
42445.58
-0.2%
-0.2%
-5.7%
Dec '24
Russell 2000 (Small Cap)
2114.78
-0.4%
-5.2%
-13.4%
Nov '21
NASDAQ Comp (Tech/Growth)
19638.05
-0.3%
1.7%
-2.7%
Dec '24
Aggregate Bond
97.96
0.2%
2.8%
-6.7%
Aug '20
Muni ~7yrs
104.11
0.1%
-1.0%
-2.6%
Dec '24
Corp Bond
107.88
0.3%
2.9%
-8.6%
Sep '21
High Yield Bond
79.49
-0.04%
3.5%
-0.1%
Jun '25
Preferred
30.18
-0.12%
-1.2%
-6.1%
Dec '21
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
87.70
-0.5%
4.7%
-9.3%
Oct '24
Consumer Discretionary/Cyclical
212.40
-0.8%
-5.1%
-10.9%
Dec '24
Financial Services
50.28
-0.5%
4.4%
-3.3%
Feb '25
Real Estate
89.82
-0.09%
1.9%
-11.9%
Dec '21
Communication Services
103.96
-0.4%
7.7%
-1.0%
Feb '25
Energy
88.88
1.2%
4.6%
-7.1%
Nov '24
Industrials
143.39
-0.2%
9.2%
-1.1%
Jun '25
Technology
242.90
-0.06%
4.6%
-0.1%
Jun '25
Consumer Staples/Defensive
81.03
-0.2%
3.6%
-2.6%
Feb '25
Healthcare
134.46
-0.9%
-1.9%
-13.4%
Sep '24
Utilities
80.45
-0.7%
7.0%
-2.8%
May '25
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
124.95
-0.5%
7.2%
-0.7%
Jun '25
MSCI Emerging Markets
46.88
-0.7%
13.2%
-10.4%
Feb '21
FTSE Europe
77.04
-0.6%
21.9%
-1.8%
Jun '25
MSCI Japan
72.59
-0.8%
9.1%
-2.5%
Jun '25
MSCI India
54.12
-0.8%
2.8%
-7.9%
Sep '24
MSCI China
54.73
-0.5%
17.9%
-38.0%
Feb '21
International Bond
49.30
0.02%
1.6%
-2.6%
Dec '20
iShares Latin America
25.50
-0.6%
24.8%
-18.3%
May '08
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
552.42
-0.3%
2.9%
-1.7%
Feb '25
US Large Growth
408.87
-0.3%
2.0%
-2.1%
Dec '24
US Large Value
189.64
-0.4%
3.3%
-3.8%
Nov '24
US MidCap Blend
272.67
-0.4%
3.7%
-3.4%
Nov '24
US MidCap Growth
272.34
-0.4%
7.5%
-1.5%
Feb '25
US MidCap Value
162.23
-0.4%
0.9%
-6.7%
Nov '24
US Small Blend
231.31
-0.5%
-3.3%
-10.9%
Nov '24
US Small Growth
277.54
-0.3%
-3.3%
-15.1%
Feb '21
US Small Value
153.45
-0.5%
-5.8%
-14.3%
Nov '24
Foreign Large Blend
87.53
-0.6%
17.8%
-1.5%
Jun '25
Foreign Growth
109.11
-0.6%
13.8%
-1.6%
Jun '25
Foreign Value
62.30
-0.7%
21.3%
-1.5%
Jun '25
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
24.07
-0.01%
2.0%
-0.2%
Jun '25
Ultra Short- Janus AAA CLO
50.68
0.05%
2.2%
New Peak
Jun '25
Bank Loan- Invesco
20.89
-0.05%
2.2%
-0.1%
Jun '25
Interval CEF- Cliffwater
10.77p
EOD
4.0%
New Peak
Jun '25
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
47.17
-0.13%
3.1%
-2.2%
Jan '25
Int’l Min Volatility- Franklin
32.65
-0.2%
9.2%
-0.6%
Jun '25
MidCap 30 - Hennessy (hi fee)
22.80p
EOD
-4.2%
-12.4%
Nov '24
Small Value- Avantis
89.95
-0.3%
-6.5%
-14.8%
Nov '24
Mid Value- Pacer Cash Cows
55.13
-0.2%
-1.7%
-9.1%
Nov '24
Growth- S&P Momentum
107.26
-0.3%
13.1%
-0.3%
Jun '25
Invesco S&P Quality
70.36
-0.2%
5.3%
-1.4%
Jun '25
Rotation Factor- BlackRock
52.56
-0.3%
3.3%
-1.5%
Feb '25
US Min Volatility- Fidelity
61.78
-0.2%
2.4%
-2.0%
Feb '25
Derivative Income- JPMorgan
56.13
-0.2%
1.2%
-3.0%
Feb '25
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
15.41p
EOD
3.8%
-0.1%
Jun '25
Multistrategy- AQR
13.28p
EOD
7.9%
New Peak
Jun '25
Long Short- AQR
18.63p
EOD
16.3%
New Peak
Jun '25
Mkt Neutral- BlackRock
14.61p
EOD
8.2%
-1.1%
Jun '25
Multi Strategy- Variant
27.02p
EOD
2.8%
New Peak
Jun '25
Long Short- First Trust
65.32
-0.01%
-0.5%
-3.9%
Jan '25
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
176.95
0.10%
-6.3%
-14.1%
Feb '25
Meta (Communications)
704.51
0.3%
20.5%
-4.2%
Feb '25
Amazon (Cyclical)
216.92
0.4%
-1.1%
-10.4%
Feb '25
Tesla (Cyclical)
318.95
-3.1%
-21.0%
-33.5%
Dec '24
Procter & Gamble (Defensive)
159.31
-1.0%
-3.8%
-10.3%
Dec '24
PepsiCo (Defensive)
130.92
-0.4%
-12.2%
-28.2%
May '23
Coca-Cola (Defensive)
70.42
-0.1%
14.8%
-4.0%
Apr '25
Exxon Mobil (Energy)
114.29
1.6%
8.2%
-6.4%
Oct '24
Chevron (Energy)
149.29
2.2%
5.5%
-11.8%
Jan '23
JPMorgan Chase (Financial)
269.62
-0.3%
13.8%
-3.1%
Feb '25
Visa (Financial)
357.77
0.6%
13.6%
-4.2%
Jun '25
Mastercard (Financial)
567.16
-0.3%
8.0%
-4.0%
Jun '25
Bank of America (Financial)
44.38
-0.08%
2.2%
-5.9%
Feb '25
UnitedHealth (Health)
307.09
-0.2%
-38.6%
-50.1%
Nov '24
Johnson & Johnson (Health)
153.58
-1.1%
8.0%
-9.0%
Apr '22
Eli Lilly (Health)
796.18
-1.4%
3.5%
-16.6%
Aug '24
Union Pacific (Industrials)
221.27
-1.5%
-1.8%
-13.7%
Mar '22
Honeywell (Industrials)
223.93
-0.07%
0.2%
-4.1%
Dec '24
Apple (IT)
197.92
-0.3%
-20.8%
-23.4%
Dec '24
Microsoft (IT)
477.61
-0.3%
13.7%
-0.3%
Jun '25
Nvidia (IT)
144.63
-0.04%
7.7%
-3.2%
Jan '25
Broadcom (IT)
249.89
-0.9%
8.1%
-4.3%
Jun '25
Adobe (IT)
388.80
-3.2%
-12.6%
-43.5%
Nov '21
Oracle (IT)
211.48
0.2%
27.7%
-1.7%
Jun '25
salesforce.com (IT)
265.49
0.6%
-20.5%
-27.6%
Dec '24
Linde PLC (Materials)
462.59
-0.9%
11.2%
-4.0%
Oct '24
Sherwin-Williams (Materials)
334.13
-0.5%
-1.3%
-16.0%
Nov '24
American Tower (Real Estate)
214.84
-0.07%
19.0%
-20.3%
Sep '21
Prologis Inc. (Real Estate)
105.29
-1.4%
0.5%
-33.5%
Apr '22
NextEra Energy (Utilities)
72.92
-1.2%
3.4%
-14.2%
Dec '21
Duke Energy (Utilities)
114.71
-0.6%
8.4%
-6.7%
Apr '25
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.44p
EOD
3.5%
-0.5%
Jun '25
Moderate-60% Stock
60.20
-0.2%
5.5%
-0.7%
Jun '25
Mod Agg-80% Stock
47.21p
EOD
6.9%
-0.4%
Jun '25
Aggressive-90% Stock
28.16p
EOD
6.5%
-0.3%
Jun '25
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
104451.61
-2.2%
11.8%
-6.5%
May '25
Ethereum
2493.31
-1.9%
-25.2%
-48.2%
Nov '21
BNB
645.86
-0.8%
-7.9%
-13.9%
Dec '24
Solana
147.38
-2.3%
-22.1%
-43.7%
Jan '25
Bitcoin ETF
59.29
-4.1%
11.8%
-6.2%
May '25
Grayscale Bitcoin (hi fee)
82.22
-4.0%
11.1%
-6.3%
May '25
Bloomberg Commodities
21.62
0.7%
9.5%
-12.0%
Jun '22
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.92
-0.6%
2.9%
-67.6%
Oct '81
10yr Treasury rate
4.42
-0.7%
-3.3%
-72.1%
Sep '81
5yr Treasury rate
4.01
-0.6%
-8.4%
-75.3%
Sep '81
13-week T-bill
4.22
-0.7%
0.2%
-75.4%
Dec '80
Crude Oil
73.07
1.8%
1.9%
-49.7%
Jul '08
Gold
3395.80
-0.02%
29.2%
-2.1%
Jun '25
EUR/USD
1.15
-0.2%
10.9%
-27.8%
Apr '08
USD/JPY
145.07
0.3%
-7.6%
-10.2%
Jul '24
S&P 500 Volatility Index
20.21
5.8%
16.5%
-75.6%
Mar '20
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.51
0.03%
2.7%
-0.1%
May '25
Interm Muni- JPMorgan
49.48
0.12%
0.1%
-1.4%
Feb '25
Interm Bond- Janus MSB
44.41
0.11%
2.7%
-3.7%
Aug '21
Interm Bond- Vanguard
76.24
0.2%
3.7%
-5.4%
Aug '20
Multisector Bond- Intrepid
8.95p
EOD
2.5%
-0.1%
Jun '25
Int’l Bond- JPMorgan
48.22
0.02%
4.1%
-0.2%
Jun '25
Long Bond- Vanguard
74.36
0.5%
1.8%
-19.5%
Sep '21
Long CA Muni- PIMCO
9.15p
EOD
-1.0%
-2.8%
Dec '24
Long Muni- iShares
55.53
0.2%
-1.8%
-3.7%
Aug '21

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