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) 3.28% -0.35% 3.04% 8.8% 8.5% 5% 3.4% 3.8% 5.3% 8.2% 10.4% -13% MARKETS
SPDR Dow Jones Industrial Average ETF (DIA) -23.64% -14.76% -23.49% -13.9% 25% 3.8% 6.5% 9.7% 7% -32.2% -14.4% -52% MARKETS
Nasdaq-100 Index Fund (NASDX) -9.13% -6.41% -8.87% 8.3% 38.2% 13.9% 13.2% 15.9% 3.9% -41.5% -37.4% -83% MARKETS
SPDR S&P 500 (SPY) -20.8% -13.96% -20.61% -7.9% 31.2% 4.5% 6.4% 10.2% 8.7% -36.8% -21.6% -55% MARKETS
iShares Barclays 20+ Year Treasury Bond (TLT) 24.17% 8.14% 22.95% 35.5% 14.1% 14.4% 7.7% 9.6% 6.1% 33.9% 19.2% -27% MARKETS
Vanguard Emerging Markets Stock Index (VEIEX) -21.85% -14.53% -21.82% -14.7% 20.1% -2.1% -0.3% 0.8% 6.1% -52% -7.4% -66% MARKETS
Vanguard Emerging Markets Bond Investor (VEMBX) -10.23% -11.71% -10.23% -2.4% 17.7% 4.4% 6.7% 6.7% 6.7% 0% 0% -20% MARKETS
Vanguard Total International Stock Index (VGTSX) -22.59% -14.18% -22.42% -14.2% 21.4% -2.1% -0.4% 2.5% 3.8% -44.1% -14.7% -61% MARKETS
TOP 3 YTD
Apple -13.83% 2 -10.62% -13.63% -5.2% 19.2% 3% 4.4% 13.7% 10.3% -20.4% 0% -35% TOP 3 YTD
Goings -10.65% 1 -6.64% -10.54% -3.1% 8.3% -3.2% -3.2% -3.2% -3.2% 0% 0% -18% TOP 3 YTD
Oak -15.46% 3 -11.44% -15.26% -6.3% 21.3% 3% 4.6% 14.9% 11.2% -23.9% 0% -39% TOP 3 YTD
BOTTOM 3 YTD
Maple -18.12% 4 -12.81% -17.91% -8.4% 23.6% 2.8% 4.5% 16.4% 12.1% -29.9% 0% -45% BOTTOM 3 YTD
Pine -22.72% 6 -15.55% -22.5% -12.2% 28.8% 2% 4.4% 22.8% 17.2% -38.4% 0% -55% BOTTOM 3 YTD
Redwood -20.47% 5 -14.24% -20.25% -10.5% 25.6% 2.3% 4.4% 18.4% 13.5% -33.8% 0% -50% BOTTOM 3 YTD
TOP 3 LTM
Apple -13.83% 2 -10.62% -13.63% -5.2% 19.2% 3% 4.4% 13.7% 10.3% -20.4% 0% -35% TOP 3 LTM
Goings -10.65% 1 -6.64% -10.54% -3.1% 8.3% -3.2% -3.2% -3.2% -3.2% 0% 0% -18% TOP 3 LTM
Oak -15.46% 3 -11.44% -15.26% -6.3% 21.3% 3% 4.6% 14.9% 11.2% -23.9% 0% -39% TOP 3 LTM
BOTTOM 3 LTM
Maple -18.12% 4 -12.81% -17.91% -8.4% 23.6% 2.8% 4.5% 16.4% 12.1% -29.9% 0% -45% BOTTOM 3 LTM
Pine -22.72% 6 -15.55% -22.5% -12.2% 28.8% 2% 4.4% 22.8% 17.2% -38.4% 0% -55% BOTTOM 3 LTM
Redwood -20.47% 5 -14.24% -20.25% -10.5% 25.6% 2.3% 4.4% 18.4% 13.5% -33.8% 0% -50% BOTTOM 3 LTM
 
Past performance shown is back-tested and does not indicate future performance. Please click the 'Disclosures' link below.