Name YTD YTD Rank MTD Last 3 Months Last 12 Months 2019 3 Years 5 Years 10 Years Since Inception 2008 2002 Maximum Drawdown
MARKETS
iShares Core Total Aggregate US Bond (AGG) 1.26% 1.26% 1.66% 9.6% 8.5% 4.5% 3% 3.6% 5.2% 8.2% 10.4% -13% MARKETS
SPDR Dow Jones Industrial Average ETF (DIA) 1.7% 1.7% 8.07% 19.8% 25% 15.9% 13% 13.4% 8.5% -32.2% -14.4% -52% MARKETS
Nasdaq-100 Index Fund (NASDX) 4.81% 4.81% 14.27% 34.8% 38.2% 21.8% 16.9% 18.1% 4.7% -41.5% -37.4% -83% MARKETS
SPDR S&P 500 (SPY) 2.15% 2.15% 9.54% 26% 31.2% 15.2% 12.1% 13.6% 9.7% -36.8% -21.6% -55% MARKETS
iShares Barclays 20+ Year Treasury Bond (TLT) 4.87% 4.87% 3.09% 20.6% 14.1% 8.4% 3.6% 7.4% 5.5% 33.9% 19.2% -27% MARKETS
Vanguard Emerging Markets Stock Index (VEIEX) -0.14% -0.14% 7.09% 12.4% 20.1% 8.5% 3.9% 3.4% 7.1% -52% -7.4% -66% MARKETS
Vanguard Emerging Markets Bond Investor (VEMBX) 0.99% 0.99% 2.92% 13.7% 17.7% 9.6% 10.3% 10.3% 10.3% 0% 0% -6% MARKETS
Vanguard Total International Stock Index (VGTSX) 0.17% 0.17% 5.97% 14.3% 21.4% 8.5% 5.6% 5.1% 4.9% -44.1% -14.7% -61% MARKETS
TOP 3 YTD
Tech Leaders Portfolio 6.25% 2 6.25% 22.71% 38.3% 30.1% 29.5% 27.3% 19.5% 19.5% 0% 0% -28% TOP 3 YTD
World Balanced 5.72% 3 5.72% 11.11% 9.8% 4.2% 13.4% 12.1% 16% 21.5% -3.3% 2.1% -40% TOP 3 YTD
World Select 7.67% 1 7.67% 14.73% 7.7% -0.1% 16.4% 15.9% 20.1% 26.9% -10.3% -0% -48% TOP 3 YTD
BOTTOM 3 YTD
AllTerrain 1.05% 6 1.05% 3.85% 9% 9.3% 4.5% 3.6% 4.8% 6.5% -2.5% 8.8% -13% BOTTOM 3 YTD
Core All Assets 0.99% 7 0.99% 2.71% 13.7% 14.2% 5.4% 2.9% 5.7% 7.2% 13.6% 7.2% -13% BOTTOM 3 YTD
Momentum All Assets 2.28% 5 2.28% 4.96% 15% 11.3% 2.6% 0.6% 3.2% 6.6% -5.9% -6.2% -28% BOTTOM 3 YTD
TOP 3 LTM
Momentum All Assets 2.28% 5 2.28% 4.96% 15% 11.3% 2.6% 0.6% 3.2% 6.6% -5.9% -6.2% -28% TOP 3 LTM
Tech Leaders Portfolio 6.25% 2 6.25% 22.71% 38.3% 30.1% 29.5% 27.3% 19.5% 19.5% 0% 0% -28% TOP 3 LTM
World Equity Indices 3.1% 4 3.1% 10.06% 15.6% 11.6% 6% 2.8% 5.1% 12.1% -1.7% -17% -29% TOP 3 LTM
BOTTOM 3 LTM
AllTerrain 1.05% 6 1.05% 3.85% 9% 9.3% 4.5% 3.6% 4.8% 6.5% -2.5% 8.8% -13% BOTTOM 3 LTM
World Balanced 5.72% 3 5.72% 11.11% 9.8% 4.2% 13.4% 12.1% 16% 21.5% -3.3% 2.1% -40% BOTTOM 3 LTM
World Select 7.67% 1 7.67% 14.73% 7.7% -0.1% 16.4% 15.9% 20.1% 26.9% -10.3% -0% -48% BOTTOM 3 LTM
 
Past performance shown is back-tested and does not indicate future performance. Please click the 'Disclosures' link below.