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) 1.93% -0.1% 2.28% 9.4% 8.5% 4.7% 3.3% 3.7% 5.3% 8.2% 10.4% -13% MARKETS
SPDR Dow Jones Industrial Average ETF (DIA) 3.36% 4.29% 5.59% 16.1% 25% 15.3% 12.8% 13.8% 8.5% -32.2% -14.4% -52% MARKETS
Nasdaq-100 Index Fund (NASDX) 10.38% 7.1% 16.12% 36% 38.2% 22.6% 17.5% 19.2% 4.9% -41.5% -37.4% -83% MARKETS
SPDR S&P 500 (SPY) 4.89% 4.93% 8.81% 24% 31.2% 15.2% 12.2% 14.3% 9.8% -36.8% -21.6% -55% MARKETS
iShares Barclays 20+ Year Treasury Bond (TLT) 6.87% -0.76% 5.45% 21.2% 14.1% 9.2% 5% 7.9% 5.6% 33.9% 19.2% -27% MARKETS
Vanguard Emerging Markets Stock Index (VEIEX) -1.24% 4% 5.16% 10.7% 20.1% 6.8% 3.7% 3.8% 7% -52% -7.4% -66% MARKETS
Vanguard Emerging Markets Bond Investor (VEMBX) 2.57% 1.06% 4.72% 14.8% 17.7% 9.6% 10.6% 10.6% 10.6% 0% 0% -6% MARKETS
Vanguard Total International Stock Index (VGTSX) -0.39% 3.01% 3.44% 11.9% 21.4% 7.6% 4.9% 5.7% 4.9% -44.1% -14.7% -61% MARKETS
TOP 3 YTD
Maple 3.25% 3 3.68% 6.52% 17.2% 23.6% 11.5% 9.5% 20% 13.8% -29.9% 0% -45% TOP 3 YTD
Pine 3.57% 1 4.68% 7.53% 19.1% 28.8% 12.9% 10.7% 27.5% 19.4% -38.4% 0% -55% TOP 3 YTD
Redwood 3.3% 2 4.11% 6.89% 17.7% 25.6% 12% 10% 22.5% 15.4% -33.8% 0% -50% TOP 3 YTD
BOTTOM 3 YTD
Apple 2.89% 5 2.55% 5.33% 14.9% 19.2% 9.7% 8.2% 16.3% 11.8% -20.4% 0% -35% BOTTOM 3 YTD
Goings 2.18% 6 2.3% 4.15% 10.1% 8.3% 11.7% 11.7% 11.7% 11.8% 0% 0% -4% BOTTOM 3 YTD
Oak 3.14% 4 3% 5.87% 16.1% 21.3% 10.5% 8.9% 17.9% 12.9% -23.9% 0% -39% BOTTOM 3 YTD
TOP 3 LTM
Maple 3.25% 3 3.68% 6.52% 17.2% 23.6% 11.5% 9.5% 20% 13.8% -29.9% 0% -45% TOP 3 LTM
Pine 3.57% 1 4.68% 7.53% 19.1% 28.8% 12.9% 10.7% 27.5% 19.4% -38.4% 0% -55% TOP 3 LTM
Redwood 3.3% 2 4.11% 6.89% 17.7% 25.6% 12% 10% 22.5% 15.4% -33.8% 0% -50% TOP 3 LTM
BOTTOM 3 LTM
Apple 2.89% 5 2.55% 5.33% 14.9% 19.2% 9.7% 8.2% 16.3% 11.8% -20.4% 0% -35% BOTTOM 3 LTM
Goings 2.18% 6 2.3% 4.15% 10.1% 8.3% 11.7% 11.7% 11.7% 11.8% 0% 0% -4% BOTTOM 3 LTM
Oak 3.14% 4 3% 5.87% 16.1% 21.3% 10.5% 8.9% 17.9% 12.9% -23.9% 0% -39% BOTTOM 3 LTM
 
Past performance shown is back-tested and does not indicate future performance. Please click the 'Disclosures' link below.