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) 0.61% 0.61% 0.83% 9.3% 8.5% 4.2% 2.9% 3.6% 5.2% 8.2% 10.4% -13% MARKETS
SPDR Dow Jones Industrial Average ETF (DIA) 2.87% 2.87% 10.11% 21.3% 25% 16.5% 13.4% 13.2% 8.5% -32.2% -14.4% -52% MARKETS
Nasdaq-100 Index Fund (NASDX) 5.17% 5.17% 16.98% 35.4% 38.2% 22.3% 17.7% 17.9% 4.7% -41.5% -37.4% -83% MARKETS
SPDR S&P 500 (SPY) 3.13% 3.13% 11.95% 26.9% 31.2% 15.7% 12.7% 13.4% 9.8% -36.8% -21.6% -55% MARKETS
iShares Barclays 20+ Year Treasury Bond (TLT) 1.87% 1.87% -0.62% 18.2% 14.1% 7.1% 3.2% 7.3% 5.4% 33.9% 19.2% -27% MARKETS
Vanguard Emerging Markets Stock Index (VEIEX) 2.95% 2.95% 11.79% 17% 20.1% 10.1% 5.2% 3.3% 7.2% -52% -7.4% -66% MARKETS
Vanguard Emerging Markets Bond Investor (VEMBX) 0.99% 0.99% 3.01% 14.9% 17.7% 9.5% 10.3% 10.3% 10.3% 0% 0% -6% MARKETS
Vanguard Total International Stock Index (VGTSX) 1.74% 1.74% 8.84% 16.8% 21.4% 9.4% 6.2% 4.8% 5% -44.1% -14.7% -61% MARKETS
TOP 3 YTD
Strategic Balanced Allocation 0.55% 3 0.55% 3.05% 12% 16.9% 7.8% 5.9% 8.5% 7.3% -9.4% 0% -17% TOP 3 YTD
Strategic Growth Allocation 0.62% 1 0.62% 3.62% 13.6% 19.4% 9.2% 7.2% 10.5% 9.1% -10.3% 0% -19% TOP 3 YTD
Strategic Growth Plus Alloc 0.58% 2 0.58% 4.22% 15.9% 22.3% 10.6% 8.2% 11.5% 9.7% -12.7% 0% -23% TOP 3 YTD
BOTTOM 3 YTD
ESG Growth Allocation 0.2% 6 0.2% 3.18% 11.7% 17.8% 7% 395.4% 130.5% 73.8% -44.8% 0% -52% BOTTOM 3 YTD
Strategic Conservative Alloc 0.38% 4 0.38% 1.94% 9.5% 13.1% 5.8% 4.5% 6.8% 6.7% -1.8% 0% -7% BOTTOM 3 YTD
Strategic Income Allocation 0.27% 5 0.27% 0.75% 6.2% 7.9% 3.2% 2.9% 3.9% 4.8% 3.6% 0% -5% BOTTOM 3 YTD
TOP 3 LTM
Strategic Balanced Allocation 0.55% 3 0.55% 3.05% 12% 16.9% 7.8% 5.9% 8.5% 7.3% -9.4% 0% -17% TOP 3 LTM
Strategic Growth Allocation 0.62% 1 0.62% 3.62% 13.6% 19.4% 9.2% 7.2% 10.5% 9.1% -10.3% 0% -19% TOP 3 LTM
Strategic Growth Plus Alloc 0.58% 2 0.58% 4.22% 15.9% 22.3% 10.6% 8.2% 11.5% 9.7% -12.7% 0% -23% TOP 3 LTM
BOTTOM 3 LTM
ESG Growth Allocation 0.2% 6 0.2% 3.18% 11.7% 17.8% 7% 395.4% 130.5% 73.8% -44.8% 0% -52% BOTTOM 3 LTM
Strategic Conservative Alloc 0.38% 4 0.38% 1.94% 9.5% 13.1% 5.8% 4.5% 6.8% 6.7% -1.8% 0% -7% BOTTOM 3 LTM
Strategic Income Allocation 0.27% 5 0.27% 0.75% 6.2% 7.9% 3.2% 2.9% 3.9% 4.8% 3.6% 0% -5% BOTTOM 3 LTM
 
Past performance shown is back-tested and does not indicate future performance. Please click the 'Disclosures' link below.