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  Name YTD YTD Rank MTD Last 3 Months Last 12 Months 2018 3 Years 5 Years 10 Years Since Inception 2008 2002 Maximum Drawdown
MARKETS
iShares Core Total Aggregate US Bond (AGG) 0.06% 0.06% 2.42% 0.7% 0.1% 2% 2.4% 3.2% 5.2% 8.2% 10.4% -13% MARKETS
SPDR Dow Jones Industrial Average ETF (DIA) 2.86% 2.86% -4.76% -5% -3.7% 15.9% 10.3% 13.3% 7.8% -32.2% -14.4% -52% MARKETS
Nasdaq-100 Index Fund (NASDX) 4.71% 4.71% -6.28% -2% -1.2% 15.6% 13.7% 19% 3.2% -41.5% -37.4% -83% MARKETS
SPDR S&P 500 (SPY) 3.63% 3.63% -5.6% -5% -4.6% 12.4% 9.2% 13.2% 9.3% -36.8% -21.4% -55% MARKETS
iShares Barclays 20+ Year Treasury Bond (TLT) -0.48% -0.48% 6.4% -0.2% -1.6% 1.8% 5.6% 3.7% 6.4% 33.9% 53.4% -28% MARKETS
Vanguard Emerging Markets Stock Index (VEIEX) 3.97% 3.97% 3.35% -15.5% -14.7% 12.4% 2.6% 7.5% 5.9% -52.9% -7.4% -66% MARKETS
Vanguard Emerging Markets Bond Investor (VEMBX) 1.98% 1.98% 1.63% 0.6% -0.9% 8% 8% 8% 8% 0% 0% -6% MARKETS
Vanguard Total International Stock Index (VGTSX) 4.09% 4.09% -2.13% -14.7% -14.5% 8.2% 1.8% 6.6% 4.5% -44.1% -14.7% -61% MARKETS
TOP 3 YTD
ESG Growth Allocation 2.92% 2 2.92% -1.09% -4.6% -4.5% 7% 4.3% 10.6% 6.8% -20.3% 0% -32% TOP 3 YTD
Tactical Equity Limit Loss 3.8% 1 3.8% -4.3% -6.4% -6% 4.1% 2.3% 13.8% 10.4% 11.5% 0% -13% TOP 3 YTD
Tactical StocksBonds Schwab 2.87% 3 2.87% -4.13% -4.6% -4.4% 9.3% 6.6% 9% 9% 0% 0% -16% TOP 3 YTD
BOTTOM 3 YTD
Floating Rate Loan Overlay 0.96% 9 0.96% 0.53% 3.1% 2.4% 6.7% 4.3% 8.5% 5.6% 5% 2.5% -3% BOTTOM 3 YTD
Strategic Conservative Alloc 1.71% 8 1.71% -0.61% -1.1% -1.2% 4.6% 3.4% 8.2% 6.4% -1.7% 0% -7% BOTTOM 3 YTD
Strategic Income Allocation 0.89% 10 0.89% 0.81% 1% -0.1% 2.5% 2% 5% 4.7% 3.8% 0% -5% BOTTOM 3 YTD
TOP 3 LTM
Floating Rate Loan Overlay 0.96% 9 0.96% 0.53% 3.1% 2.4% 6.7% 4.3% 8.5% 5.6% 5% 2.5% -3% TOP 3 LTM
Strategic Income Allocation 0.89% 10 0.89% 0.81% 1% -0.1% 2.5% 2% 5% 4.7% 3.8% 0% -5% TOP 3 LTM
Tactical Income 1.87% 7 1.87% 0.17% 2.4% 0.3% 3.2% 3.3% 7.1% 6.8% 19% 0% -3% TOP 3 LTM
BOTTOM 3 LTM
ESG Growth Allocation 2.92% 2 2.92% -1.09% -4.6% -4.5% 7% 4.3% 10.6% 6.8% -20.3% 0% -32% BOTTOM 3 LTM
Tactical Equity Limit Loss 3.8% 1 3.8% -4.3% -6.4% -6% 4.1% 2.3% 13.8% 10.4% 11.5% 0% -13% BOTTOM 3 LTM
Tactical StocksBonds Schwab 2.87% 3 2.87% -4.13% -4.6% -4.4% 9.3% 6.6% 9% 9% 0% 0% -16% BOTTOM 3 LTM
GENERAL
Strategic Balanced Allocation 2.32% 6 2.32% -1.47% -2% -1.2% 7% 5.1% 11% 7.8% -8.7% 0% -16% GENERAL
Strategic Growth Allocation 2.65% 5 2.65% -2.02% -2.9% -1.7% 8.1% 5.9% 12.5% 8.6% -10.2% 0% -19% GENERAL
Strategic Growth Plus Alloc 2.77% 4 2.77% -2.84% -3.5% -1.9% 9.1% 6.6% 13.6% 9.1% -12.6% 0% -23% GENERAL
 
Past performance shown is back-tested and does not indicate future performance. Please click the 'Disclosures' link below.