U.S. Equities
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
S&P 500 | SPY | 0.35% | -2.03% | 6.93% | 25.69% | 21.71% | 507.25 510.75 | 403.74 524.61 | |
DJIA | DIA | 0.39% | -2.68% | 1.44% | 14.83% | 12.49% | 382.07 384.03 | 323.21 398.82 | |
NASDAQ 100 | QQQ | 0.41% | -2.78% | 5.25% | 38.27% | 26.23% | 429.98 433.76 | 314.95 449.34 | |
Mid Cap | MDY | 0.55% | -2.87% | 4.34% | 19.38% | 5.31% | 530.16 533.42 | 424.22 558.34 | |
Small Cap | IJR | 0.72% | -1.61% | -2.40% | 15.20% | -5.20% | 105.96 106.62 | 87.32 111.16 | |
Micro Cap | IWC | 0.77% | -4.23% | -2.93% | 12.32% | -24.21% | 112.93 114.00 | 90.70 121.61 |
US Equity Sectors
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Technology | XLK | 0.43% | -3.77% | 3.82% | 36.77% | 39.32% | 199.52 201.16 | 146.93 212.35 | |
Healthcare | XLV | 0.34% | -3.99% | 2.63% | 6.26% | 13.55% | 139.73 140.83 | 122.59 148.27 | |
Consumer Staples | XLP | 0.32% | 0.16% | 4.94% | -0.77% | 9.89% | 75.38 75.86 | 65.18 77.82 | |
Utilities | XLU | 1.36% | 4.35% | 4.52% | -3.03% | -0.02% | 66.59 67.21 | 54.77 69.77 | |
Consumer Discr. | XLY | 2.33% | -3.53% | -1.62% | 22.42% | -1.51% | 178.24 180.28 | 144.04 185.29 | |
Communication Svcs | XLC | -1.16% | -1.55% | 10.25% | 42.72% | 4.57% | 78.85 79.85 | 57.43 83.59 | |
Basic Materials | XLB | 0.84% | -1.98% | 4.65% | 13.97% | 7.34% | 89.83 90.38 | 74.33 93.72 | |
Financial Services | XLF | -0.15% | -1.40% | 8.56% | 26.53% | 14.92% | 40.61 40.99 | 31.26 42.22 | |
Industrials | XLI | 0.67% | -1.04% | 7.61% | 26.30% | 21.13% | 122.87 123.59 | 96.12 126.39 | |
Energy | XLE | 0.68% | 3.46% | 14.19% | 14.62% | 100.04% | 95.40 96.60 | 76.25 98.97 | |
Real Estate | XLRE | 1.12% | -4.83% | -8.99% | 0.05% | -13.87% | 36.63 36.96 | 31.99 40.75 |
US Equity Factors
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Value | IUSV | 0.47% | -1.77% | 3.31% | 19.90% | 22.51% | 87.18 87.64 | 71.27 90.64 | |
Growth | IUSG | 0.26% | -2.30% | 9.88% | 30.32% | 17.06% | 113.95 115.04 | 87.70 118.45 | |
Quality | QUAL | -0.05% | -2.61% | 8.09% | 30.39% | 24.71% | 158.08 159.35 | 122.22 166.24 | |
Low Volatility | USMV | 0.43% | -1.81% | 3.72% | 11.75% | 12.26% | 80.94 81.31 | 70.38 83.74 | |
High Dividend Yield | VYM | 0.53% | -1.10% | 5.14% | 12.12% | 13.97% | 117.47 118.04 | 98.40 121.29 | |
Momentum | MTUM | 0.03% | -4.29% | 14.53% | 28.34% | 2.32% | 178.50 180.39 | 134.92 190.63 | |
Dividend Growth | DGRO | 0.46% | -1.30% | 4.68% | 13.02% | 13.00% | 56.35 56.65 | 47.19 58.19 | |
Equal Weight | RSP | 0.70% | -2.22% | 2.93% | 15.01% | 9.61% | 162.82 163.69 | 133.34 169.80 |
Global Equities
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
World Equities | ACWI | 0.44% | -1.80% | 5.51% | 18.65% | 7.71% | 107.37 107.93 | 88.34 110.45 | |
Emerging Markets | IEMG | 1.02% | 1.03% | 2.41% | 8.62% | -21.81% | 52.02 52.34 | 45.57 52.65 | |
World ex-US | SPDW | 0.49% | -1.99% | 2.82% | 7.73% | -5.33% | 35.02 35.20 | 29.39 35.94 | |
Developed Markets | VEA | 0.55% | -2.12% | 2.05% | 6.79% | -4.68% | 48.99 49.25 | 41.48 50.36 | |
EAFE | IEFA | 0.53% | -2.16% | 2.86% | 6.49% | -3.94% | 72.51 72.89 | 61.15 74.43 |
Countries
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Brazil | EWZ | 0.67% | -2.23% | -9.78% | 14.94% | -11.90% | 31.59 31.84 | 27.20 35.74 | |
France | EWQ | -0.17% | -1.45% | 3.80% | 3.64% | 9.27% | 40.49 40.64 | 33.66 41.88 | |
U.K. | EWU | 0.43% | 2.71% | 5.39% | 4.16% | 6.71% | 34.87 35.03 | 30.14 34.86 | |
Germany | EWG | 0.06% | -1.96% | 4.28% | 6.46% | -11.38% | 30.86 31.00 | 24.71 31.97 | |
U.S. | VTI | 0.39% | -2.21% | 6.14% | 25.42% | 15.50% | 251.35 253.12 | 200.20 261.07 | |
Japan | EWJ | 0.91% | -5.85% | 4.66% | 15.03% | -2.48% | 67.47 67.98 | 57.20 72.07 | |
China | MCHI | 0.99% | 7.00% | 3.95% | -8.90% | -48.36% | 42.39 42.78 | 35.58 49.94 |
Bonds
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
20+ Year Treasury Bonds | TLT | 0.84% | -5.90% | -10.76% | -16.61% | -36.91% | 88.48 89.02 | 82.42 106.60 | |
Aggregate Bonds - US | BND | 0.30% | -2.40% | -3.83% | -4.41% | -17.17% | 70.82 70.98 | 67.99 74.38 | |
TIPS - US | TIP | 0.25% | -1.18% | -1.59% | -4.20% | -16.54% | 105.89 106.12 | 101.74 110.48 | |
High Yield Bonds - US | PHB | 0.28% | -1.49% | -1.71% | 2.47% | -8.05% | 17.84 17.87 | 16.75 18.24 | |
International Govt. Bonds | BWX | 0.70% | -3.46% | -7.29% | -6.52% | -28.20% | 21.55 21.66 | 20.82 23.43 | |
Short Term Corporate | VCSH | 0.13% | -0.89% | -1.03% | 0.17% | -7.38% | 76.63 76.71 | 74.43 77.73 |
Commodities
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Industrial Metals | DBB | 1.88% | 13.71% | 10.60% | 6.30% | 0.40% | 20.43 20.66 | 16.77 20.48 | |
Gold | GLD | -0.20% | 7.43% | 13.31% | 17.26% | 29.84% | 215.24 217.22 | 168.30 225.09 | |
Silver | SLV | -0.24% | 11.41% | 14.28% | 9.02% | 2.43% | 24.68 25.08 | 18.97 27.24 | |
Platinum | PPLT | 3.48% | 1.42% | -7.55% | -16.29% | -27.69% | 85.79 87.75 | 77.68 103.18 | |
Agricultural Commodities | DBA | -3.61% | 6.20% | 25.55% | 23.88% | 40.15% | 24.81 25.63 | 20.34 26.61 | |
Oil | DBO | -0.94% | 3.51% | 14.38% | 11.18% | 44.11% | 15.76 15.93 | 13.21 18.26 | |
Natural Gas | UNG | 6.05% | -6.02% | -30.67% | -48.00% | -65.91% | 14.29 14.97 | 13.87 32.32 | |
Corn | CORN | -0.20% | 1.31% | -7.09% | -16.81% | -3.05% | 19.90 20.06 | 18.72 27.21 | |
Soybeans | SOYB | 0.26% | -0.81% | -7.57% | -5.04% | 7.89% | 24.91 25.16 | 23.79 29.43 |
Today column is in real-time. Otherwise as of previous close.