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) 8.14% -0.16% 2.46% 10.7% 0.1% 3.2% 3.1% 3.5% 4.1% 8.2% 0% -13% MARKETS
SPDR Dow Jones Industrial Average ETF (DIA) 16.95% -0.38% -1.34% 8.3% -3.7% 16.5% 12.7% 13.2% 8.2% -32.2% -14.4% -52% MARKETS
Nasdaq-100 Index Fund (NASDX) 23.88% 1.22% -1.25% 10.9% -1.2% 17.8% 15.7% 17.2% 3.9% -41.5% -37.4% -83% MARKETS
SPDR S&P 500 (SPY) 20.2% -0.17% -1% 9.5% -4.6% 13.7% 11.4% 12.9% 9.4% -36.8% -21.6% -55% MARKETS
iShares Barclays 20+ Year Treasury Bond (TLT) 17.7% -1.67% 8.44% 25.8% -1.6% 4.5% 5.8% 6.7% 5.5% 33.9% 19.2% -27% MARKETS
Vanguard Emerging Markets Stock Index (VEIEX) 9.77% 1.68% -2.68% 9.1% -14.7% 5.7% 2.4% 2.9% 6.8% -52% -7.4% -66% MARKETS
Vanguard Emerging Markets Bond Investor (VEMBX) 15.22% 0.36% 1.14% 14.8% -0.9% 7.9% 10.2% 10.2% 10.2% 0% 0% -6% MARKETS
Vanguard Total International Stock Index (VGTSX) 12.3% 0.78% -1.05% 5.6% -14.5% 6.9% 4.3% 4.4% 4.6% -44.1% -14.7% -61% MARKETS
TOP 3 YTD
Strategic Balanced Allocation 12.97% 3 -0.07% 1.69% 8.8% -1.2% 7.8% 5.9% 9% 8.1% -8.8% 0% -16% TOP 3 YTD
Strategic Growth Allocation 14.17% 2 -0.14% 1.72% 9% -1.7% 8.7% 6.5% 10.2% 8.9% -10.3% 0% -19% TOP 3 YTD
Strategic Growth Plus Alloc 15.69% 1 -0.28% 1.58% 9.4% -2% 9.9% 7.3% 11.1% 9.4% -12.7% 0% -23% TOP 3 YTD
BOTTOM 3 YTD
ESG Growth Allocation 12.32% 4 -0.83% -0.14% 8% -4.5% 6.9% 411.6% 144.9% 76.3% -44.5% 0% -51% BOTTOM 3 YTD
Strategic Conservative Alloc 10.47% 5 0.02% 1.75% 8% -1.2% 5.5% 4.2% 6.7% 6.7% -1.8% 0% -7% BOTTOM 3 YTD
Strategic Income Allocation 7.29% 6 0.12% 1.56% 7.2% -0.1% 3.3% 2.9% 3.9% 4.8% 3.6% 0% -5% BOTTOM 3 YTD
TOP 3 LTM
Strategic Balanced Allocation 12.97% 3 -0.07% 1.69% 8.8% -1.2% 7.8% 5.9% 9% 8.1% -8.8% 0% -16% TOP 3 LTM
Strategic Growth Allocation 14.17% 2 -0.14% 1.72% 9% -1.7% 8.7% 6.5% 10.2% 8.9% -10.3% 0% -19% TOP 3 LTM
Strategic Growth Plus Alloc 15.69% 1 -0.28% 1.58% 9.4% -2% 9.9% 7.3% 11.1% 9.4% -12.7% 0% -23% TOP 3 LTM
BOTTOM 3 LTM
ESG Growth Allocation 12.32% 4 -0.83% -0.14% 8% -4.5% 6.9% 411.6% 144.9% 76.3% -44.5% 0% -51% BOTTOM 3 LTM
Strategic Conservative Alloc 10.47% 5 0.02% 1.75% 8% -1.2% 5.5% 4.2% 6.7% 6.7% -1.8% 0% -7% BOTTOM 3 LTM
Strategic Income Allocation 7.29% 6 0.12% 1.56% 7.2% -0.1% 3.3% 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.