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) 5.39% 0.49% 2.52% 10.2% 8.5% 5.3% 4% 3.8% 5.3% 8.2% 10.4% -13% MARKETS
SPDR Dow Jones Industrial Average ETF (DIA) -13.35% 0.88% -11.92% -1.7% 25% 7.7% 8.5% 11.8% 7.6% -32.2% -14.4% -52% MARKETS
Nasdaq-100 Index Fund (NASDX) 7.93% 4.42% 3.62% 29.2% 38.2% 18.6% 16.1% 18.8% 4.8% -41.5% -37.4% -83% MARKETS
SPDR S&P 500 (SPY) -7.67% 1.71% -7.83% 6.9% 31.2% 9.3% 8.9% 12.8% 9.2% -36.8% -21.6% -55% MARKETS
iShares Barclays 20+ Year Treasury Bond (TLT) 22.92% -0.58% 10.65% 32.3% 14.1% 13.3% 9.2% 8.3% 6% 33.9% 19.2% -27% MARKETS
Vanguard Emerging Markets Stock Index (VEIEX) -16.58% 0.47% -11.65% -3.7% 20.1% -0.4% -0.8% 2.7% 6.3% -52% -7.4% -66% MARKETS
Vanguard Emerging Markets Bond Investor (VEMBX) -0.64% 7.03% -3.72% 6.9% 17.7% 7.2% 9% 9% 9% 0% 0% -20% MARKETS
Vanguard Total International Stock Index (VGTSX) -17.37% -0.41% -12.73% -6.5% 21.4% -1.4% -0.2% 4.5% 4% -44.1% -14.7% -61% MARKETS
TOP 3 YTD
Target Allocation 0-100 3.93% 1 0.71% 1.08% 8.6% 9.1% 4.8% 3.8% 3.8% 3.8% 0% 0% -10% TOP 3 YTD
Target Allocation 10-90 1.89% 2 0.76% -0.41% 7.4% 11% 4.8% 5.1% 5.1% 5.1% 0% 0% -11% TOP 3 YTD
Target Income - Core 1% 3 0.31% 0.34% 3.4% 4.8% 2.5% 1.9% 1.9% 2.3% -5.4% 0% -8% TOP 3 YTD
BOTTOM 3 YTD
Aggressive Optimized 100k -10.39% 21 0.16% -8.77% 1% 23.7% 4% 4.6% 8.8% 6.4% -32% 0% -49% BOTTOM 3 YTD
Equity 100k -14.61% 23 0.22% -12.07% -2.2% 27.1% 3.2% 4.4% 9.6% 6.5% -38.1% 0% -57% BOTTOM 3 YTD
Target Allocation Smart Beta 100-0 -11.64% 22 1.66% -10.47% 1.2% 27.3% 5.8% 8% 8% 8% 0% 0% -35% BOTTOM 3 YTD
TOP 3 LTM
Target Allocation 0-100 3.93% 1 0.71% 1.08% 8.6% 9.1% 4.8% 3.8% 3.8% 3.8% 0% 0% -10% TOP 3 LTM
Target Allocation 10-90 1.89% 2 0.76% -0.41% 7.4% 11% 4.8% 5.1% 5.1% 5.1% 0% 0% -11% TOP 3 LTM
Target Allocation ESG 40-60 -1.41% 4 1.21% -2.67% 7.8% 17.4% 8.5% 8.5% 8.5% 8.5% 0% 0% -18% TOP 3 LTM
BOTTOM 3 LTM
Equity 100k -14.61% 23 0.22% -12.07% -2.2% 27.1% 3.2% 4.4% 9.6% 6.5% -38.1% 0% -57% BOTTOM 3 LTM
Target Income - Aggressive -4.41% 9 2.36% -5.51% 0.7% 11.1% 2.1% 3.1% 3.3% 3.3% 0% 0% -20% BOTTOM 3 LTM
WFI 6040 Normal -9.13% 16 -0.63% -7.79% -0.6% 17% 2.4% 3.2% 5.2% 5.1% 0% 0% -23% BOTTOM 3 LTM
GENERAL
Aggressive 100k -10.31% 20 -0.03% -8.63% 1% 12.7% 0.7% 2.1% 5.6% 5.3% -17.1% 0% -22% GENERAL
Aggressive Growth ETF -10.2% 19 1.74% -9.1% 3.6% 29.3% 7% 9.5% 9.5% 9.5% 0% 0% -34% GENERAL
Moderately Aggressive 100k -10.13% 18 -0.03% -8.49% 1.1% 12.6% 0.7% 2.1% 5.6% 5.2% -16.9% 0% -21% GENERAL
Target Allocation 100-0 -9.46% 17 1.89% -8.7% 4.6% 29.8% 7.4% 9.9% 9.9% 9.9% 0% 0% -34% GENERAL
Target Allocation 60-40 -4.66% 10 1.31% -4.99% 6.5% 22.1% 6.5% 8% 8% 8% 0% 0% -23% GENERAL
Target Allocation 70-30 -5.75% 11 1.44% -5.83% 6.2% 24.1% 6.9% 8.6% 8.6% 8.6% 0% 0% -26% GENERAL
Target Allocation ESG 100-0 -8.83% 14 1.92% -8.38% 5.1% 29.3% 4% 4% 4% 4% 0% 0% -34% GENERAL
Target Allocation ESG 60-40 -4.23% 8 1.34% -4.72% 6.4% 20.6% 7.5% 7.5% 7.5% 7.4% 0% 0% -22% GENERAL
Target Allocation ESG 80-20 -6.61% 13 1.57% -6.54% 5.5% 24.5% 6.9% 6.9% 6.9% 6.9% 0% 0% -28% GENERAL
Target Allocation Smart Beta 40-60 -2.48% 5 1.12% -3.65% 6% 16.7% 5.4% 5.4% 5.4% 5.4% 0% 0% -17% GENERAL
Target Allocation Smart Beta 60-40 -5.96% 12 1.15% -6.02% 4% 19.9% 5% 5% 5% 5% 0% 0% -23% GENERAL
Target Allocation Smart Beta 80-20 -8.98% 15 1.35% -8.3% 2.7% 23.7% 5.5% 7.1% 7.1% 7.1% 0% 0% -29% GENERAL
Target Income - High -3.47% 7 2.04% -4.48% 1.4% 10.7% 2.4% 3% 3.2% 3.2% 0% 0% -18% GENERAL
Target Income - Moderate -2.88% 6 1.06% -3.22% 1.8% 10.8% 2.9% 3% 4.4% 6.6% -12.6% 6.4% -22% GENERAL
 
Past performance shown is back-tested and does not indicate future performance. Please click the 'Disclosures' link below.