U.S. Equities
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| S&P 500 | SPY | 0.13% | 1.31% | 9.58% | 26.16% | 24.62% | 519.59 522.64 | 408.91 524.61 | |
| DJIA | DIA | 0.30% | 2.77% | 4.86% | 17.79% | 13.64% | 394.10 395.90 | 323.21 398.82 | |
| NASDAQ 100 | QQQ | 0.24% | 0.84% | 7.95% | 36.03% | 35.77% | 440.50 444.31 | 323.79 449.34 | |
| Mid Cap | MDY | -0.16% | 1.77% | 7.83% | 22.29% | 9.70% | 546.02 549.86 | 424.22 558.34 | |
| Small Cap | IJR | -0.53% | 3.14% | 0.67% | 17.55% | -1.37% | 108.58 109.83 | 87.32 111.16 | |
| Micro Cap | IWC | -1.03% | 1.64% | 0.95% | 13.89% | -17.09% | 116.75 118.82 | 90.70 121.61 | |
US Equity Sectors
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Technology | XLK | 0.37% | 0.41% | 6.79% | 35.38% | 51.67% | 204.89 206.77 | 150.56 212.35 | |
| Healthcare | XLV | 0.20% | 1.41% | 5.29% | 8.14% | 15.58% | 143.39 144.09 | 122.59 148.27 | |
| Consumer Staples | XLP | 0.57% | 4.45% | 7.76% | 1.34% | 9.05% | 77.10 77.71 | 65.18 77.71 | |
| Utilities | XLU | -0.10% | 9.95% | 12.54% | 2.75% | 6.84% | 71.07 71.85 | 54.77 71.85 | |
| Consumer Discr. | XLY | -0.54% | -0.27% | -0.40% | 20.01% | 2.09% | 177.73 179.35 | 146.73 185.29 | |
| Communication Svcs | XLC | 0.15% | -0.22% | 12.57% | 38.46% | 6.53% | 81.26 81.86 | 59.58 83.59 | |
| Basic Materials | XLB | 0.12% | 0.25% | 7.36% | 16.65% | 4.98% | 91.78 92.21 | 74.33 93.72 | |
| Financial Services | XLF | 0.38% | 2.30% | 11.25% | 30.39% | 10.81% | 41.77 41.91 | 31.36 42.22 | |
| Industrials | XLI | 0.07% | 1.28% | 10.26% | 26.94% | 19.18% | 125.44 126.22 | 96.12 126.39 | |
| Energy | XLE | -0.55% | -4.05% | 11.92% | 18.25% | 74.89% | 93.58 94.86 | 76.25 98.97 | |
| Real Estate | XLRE | -0.37% | 0.59% | -5.62% | 1.07% | -11.16% | 37.69 38.02 | 31.99 40.75 | |
US Equity Factors
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | IUSV | 0.24% | 1.47% | 5.79% | 21.13% | 21.28% | 88.09 89.31 | 71.27 90.64 | |
| Growth | IUSG | 0.03% | 1.20% | 12.81% | 30.50% | 23.97% | 117.08 118.10 | 89.62 118.45 | |
| Quality | QUAL | 0.34% | 1.28% | 10.74% | 30.72% | 26.94% | 162.53 163.41 | 123.96 166.24 | |
| Low Volatility | USMV | 0.35% | 1.72% | 6.25% | 12.66% | 13.53% | 82.76 82.96 | 70.38 83.74 | |
| High Dividend Yield | VYM | 0.33% | 1.54% | 7.38% | 15.48% | 11.50% | 119.67 120.01 | 98.40 121.29 | |
| Momentum | MTUM | 0.18% | -0.30% | 17.67% | 31.59% | 12.28% | 184.23 186.20 | 134.92 190.63 | |
| Dividend Growth | DGRO | 0.26% | 2.05% | 7.34% | 15.70% | 13.10% | 57.69 57.85 | 47.19 58.19 | |
| Equal Weight | RSP | 0.16% | 0.85% | 5.27% | 16.80% | 9.91% | 165.85 166.55 | 133.34 169.80 | |
Global Equities
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| World Equities | ACWI | 0.13% | 1.67% | 8.26% | 19.51% | 10.67% | 110.01 110.57 | 88.34 110.57 | |
| Emerging Markets | IEMG | 0.11% | 2.86% | 5.40% | 9.62% | -18.26% | 53.25 53.62 | 45.57 53.62 | |
| World ex-US | SPDW | 0.11% | 2.25% | 5.76% | 9.33% | -3.54% | 35.94 36.10 | 29.39 36.10 | |
| Developed Markets | VEA | 0.04% | 2.34% | 5.14% | 8.63% | -2.91% | 50.30 50.52 | 41.48 50.52 | |
| EAFE | IEFA | 0.16% | 2.51% | 6.14% | 8.71% | -1.78% | 74.56 74.84 | 61.15 74.84 | |
Countries
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Brazil | EWZ | -0.75% | -1.47% | -9.58% | 7.70% | -16.60% | 31.58 32.05 | 28.42 35.74 | |
| France | EWQ | 0.07% | 4.19% | 7.20% | 7.80% | 10.61% | 41.92 42.10 | 33.66 42.10 | |
| U.K. | EWU | 0.25% | 6.04% | 9.38% | 7.59% | 6.57% | 36.13 36.25 | 30.14 36.25 | |
| Germany | EWG | 0.37% | 3.91% | 8.39% | 10.17% | -7.66% | 32.11 32.22 | 24.71 32.22 | |
| U.S. | VTI | 0.09% | 1.21% | 8.78% | 25.90% | 19.37% | 257.45 259.03 | 202.44 261.07 | |
| Japan | EWJ | -0.57% | -2.06% | 5.94% | 13.74% | -1.41% | 67.83 68.27 | 57.20 72.07 | |
| China | MCHI | 0.65% | 12.30% | 10.90% | -3.26% | -41.72% | 45.08 45.49 | 35.58 49.94 | |
Bonds
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 20+ Year Treasury Bonds | TLT | -0.56% | -0.11% | -8.86% | -13.39% | -34.61% | 89.96 90.38 | 82.42 103.95 | |
| Aggregate Bonds - US | BND | -0.28% | 0.48% | -2.95% | -3.31% | -16.18% | 71.35 71.48 | 67.99 73.92 | |
| TIPS - US | TIP | -0.16% | 0.20% | -1.34% | -3.21% | -17.04% | 105.98 106.22 | 101.74 109.41 | |
| High Yield Bonds - US | PHB | -0.17% | 0.67% | -0.66% | 3.15% | -7.26% | 17.98 18.04 | 16.75 18.24 | |
| International Govt. Bonds | BWX | -0.50% | -0.64% | -6.26% | -6.05% | -27.20% | 21.72 21.82 | 20.82 23.43 | |
| Short Term Corporate | VCSH | -0.09% | 0.48% | -0.63% | 0.60% | -7.08% | 76.85 76.95 | 74.43 77.73 | |
Commodities
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Industrial Metals | DBB | -0.15% | 4.96% | 11.09% | 7.68% | -3.51% | 20.27 20.41 | 16.77 20.66 | |
| Gold | GLD | 0.81% | 1.44% | 14.41% | 15.87% | 27.08% | 218.08 219.60 | 168.30 225.09 | |
| Silver | SLV | -0.35% | 1.26% | 18.32% | 10.55% | 1.66% | 25.62 26.05 | 18.97 27.24 | |
| Platinum | PPLT | 1.22% | 3.14% | 0.47% | -11.23% | -21.83% | 90.61 91.75 | 77.68 99.99 | |
| Agricultural Commodities | DBA | 1.11% | -2.34% | 18.95% | 17.31% | 29.98% | 24.46 24.70 | 20.34 26.61 | |
| Oil | DBO | -1.11% | -5.35% | 9.35% | 7.49% | 30.45% | 15.19 15.42 | 13.30 18.26 | |
| Natural Gas | UNG | -2.36% | 5.42% | -18.54% | -35.47% | -60.67% | 16.46 16.82 | 13.87 32.32 | |
| Corn | CORN | 1.97% | 5.04% | -3.43% | -10.25% | -5.83% | 20.43 20.89 | 18.72 27.21 | |
| Soybeans | SOYB | 0.59% | 3.46% | -4.93% | -1.85% | 7.58% | 25.41 25.71 | 23.79 29.43 | |
Today column is in real-time. Otherwise as of previous close.