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) 5.55% -0.28% 3.07% 7% 0.1% 2.1% 2.9% 3.6% 5.3% 8.2% 10.4% -13% MARKETS
SPDR Dow Jones Industrial Average ETF (DIA) 18.53% 2.84% 4.2% 11.7% -3.7% 16.8% 12.6% 15.5% 8.3% -32.2% -14.4% -52% MARKETS
Nasdaq-100 Index Fund (NASDX) 25.44% 3.46% 3.8% 8.8% -1.2% 20.2% 15.7% 19.6% 4% -41.5% -37.4% -83% MARKETS
SPDR S&P 500 (SPY) 21.42% 2.61% 4.19% 9.7% -4.6% 14% 11% 15.3% 9.7% -36.8% -21.4% -55% MARKETS
iShares Barclays 20+ Year Treasury Bond (TLT) 8.54% -1.76% 6.54% 9% -1.6% 0.1% 5.4% 6.2% 6.7% 33.9% 53.4% -28% MARKETS
Vanguard Emerging Markets Stock Index (VEIEX) 12.8% 0.67% -0.86% 2.2% -14.7% 8.4% 1.9% 5.7% 6.2% -52.9% -7.4% -66% MARKETS
Vanguard Emerging Markets Bond Investor (VEMBX) 13.91% 0.45% 4.62% 13.2% -0.9% 8.2% 10.4% 10.4% 10.4% 0% 0% -6% MARKETS
Vanguard Total International Stock Index (VGTSX) 13.49% 0.24% 0.33% -0.2% -14.5% 8.2% 2.4% 6.9% 4.8% -44.1% -14.7% -61% MARKETS
TOP 3 YTD
Aggressive 100k 12.61% 3 1.16% 1.92% 1.3% -7.6% 9.1% 5.6% 10.1% 6.8% -21.3% 0% -33% TOP 3 YTD
Aggressive Optimized 100k 15.86% 2 1.16% 1.99% 3% -8.7% 9.7% 6.4% 11.5% 7% -33% 0% -50% TOP 3 YTD
Equity 100k 17.91% 1 1.43% 1.63% 2.1% -10.4% 11.3% 7.4% 12.9% 7.5% -38.1% 0% -57% TOP 3 YTD
BOTTOM 3 YTD
Conservative 100 3.55% 6 0.3% 0.63% 2.1% -1.2% 4.2% 2.4% 3.6% 2.6% -4.3% 0% -9% BOTTOM 3 YTD
Fixed Income 100 3.19% 7 0.05% 1.6% 3.6% 1% 1.1% 1.1% 1.7% 2.4% 3% 2.4% -2% BOTTOM 3 YTD
WFI 6040 Normal 11.42% 5 0.67% 1.41% 3.2% -6.4% 6.7% 4.8% 6.6% 6.6% 0% 0% -12% BOTTOM 3 YTD
TOP 3 LTM
Aggressive Optimized 100k 15.86% 2 1.16% 1.99% 3% -8.7% 9.7% 6.4% 11.5% 7% -33% 0% -50% TOP 3 LTM
Fixed Income 100 3.19% 7 0.05% 1.6% 3.6% 1% 1.1% 1.1% 1.7% 2.4% 3% 2.4% -2% TOP 3 LTM
WFI 6040 Normal 11.42% 5 0.67% 1.41% 3.2% -6.4% 6.7% 4.8% 6.6% 6.6% 0% 0% -12% TOP 3 LTM
BOTTOM 3 LTM
Aggressive 100k 12.61% 3 1.16% 1.92% 1.3% -7.6% 9.1% 5.6% 10.1% 6.8% -21.3% 0% -33% BOTTOM 3 LTM
Conservative 100 3.55% 6 0.3% 0.63% 2.1% -1.2% 4.2% 2.4% 3.6% 2.6% -4.3% 0% -9% BOTTOM 3 LTM
Moderately Aggressive 100k 12.52% 4 1.14% 1.92% 1.3% -7.5% 9% 5.5% 10% 6.7% -21.1% 0% -32% BOTTOM 3 LTM
 
Past performance shown is back-tested and does not indicate future performance. Please click the 'Disclosures' link below.