U.S. Equities
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| S&P 500 | SPY | 0.95% | -2.03% | 6.93% | 25.69% | 21.71% | 503.49 509.88 | 403.74 524.61 | |
| DJIA | DIA | 0.36% | -2.68% | 1.44% | 14.83% | 12.49% | 380.53 383.34 | 323.21 398.82 | |
| NASDAQ 100 | QQQ | 1.54% | -2.78% | 5.25% | 38.27% | 26.23% | 424.45 432.55 | 314.95 449.34 | |
| Mid Cap | MDY | 0.29% | -2.87% | 4.34% | 19.38% | 5.31% | 526.89 531.35 | 424.22 558.34 | |
| Small Cap | IJR | 0.75% | -1.61% | -2.40% | 15.20% | -5.20% | 104.86 106.08 | 87.32 111.16 | |
| Micro Cap | IWC | 1.05% | -4.23% | -2.93% | 12.32% | -24.21% | 111.46 112.63 | 90.70 121.61 | |
US Equity Sectors
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Technology | XLK | 1.13% | -3.77% | 3.82% | 36.77% | 39.32% | 197.60 201.29 | 146.93 212.35 | |
| Healthcare | XLV | 0.03% | -3.99% | 2.63% | 6.26% | 13.55% | 139.30 140.33 | 122.59 148.27 | |
| Consumer Staples | XLP | -0.21% | 0.16% | 4.94% | -0.77% | 9.89% | 75.43 76.00 | 65.18 77.82 | |
| Utilities | XLU | -1.09% | 4.35% | 4.52% | -3.03% | -0.02% | 66.16 67.01 | 54.77 69.77 | |
| Consumer Discr. | XLY | 0.90% | -3.53% | -1.62% | 22.42% | -1.51% | 174.34 177.10 | 144.04 185.29 | |
| Communication Svcs | XLC | 2.76% | -1.55% | 10.25% | 42.72% | 4.57% | 77.96 80.30 | 57.43 83.59 | |
| Basic Materials | XLB | 0.62% | -1.98% | 4.65% | 13.97% | 7.34% | 88.97 89.90 | 74.33 93.72 | |
| Financial Services | XLF | -0.15% | -1.40% | 8.56% | 26.53% | 14.92% | 40.72 41.05 | 31.26 42.22 | |
| Industrials | XLI | 0.16% | -1.04% | 7.61% | 26.30% | 21.13% | 122.13 123.03 | 96.12 126.39 | |
| Energy | XLE | -0.92% | 3.46% | 14.19% | 14.62% | 100.04% | 94.76 96.63 | 76.25 98.97 | |
| Real Estate | XLRE | 0.08% | -4.83% | -8.99% | 0.05% | -13.87% | 36.39 36.83 | 31.99 40.75 | |
US Equity Factors
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Value | IUSV | -0.19% | -1.77% | 3.31% | 19.90% | 22.51% | 86.85 87.41 | 71.27 90.64 | |
| Growth | IUSG | 1.83% | -2.30% | 9.88% | 30.32% | 17.06% | 112.32 114.84 | 87.70 118.45 | |
| Quality | QUAL | 1.25% | -2.61% | 8.09% | 30.39% | 24.71% | 157.08 159.49 | 122.22 166.24 | |
| Low Volatility | USMV | -0.36% | -1.83% | 3.69% | 11.72% | 12.23% | 80.89 81.22 | 70.38 83.74 | |
| High Dividend Yield | VYM | -0.20% | -1.10% | 5.14% | 12.12% | 13.97% | 117.07 117.76 | 98.40 121.29 | |
| Momentum | MTUM | 1.27% | -4.29% | 14.53% | 28.34% | 2.32% | 177.43 180.25 | 134.92 190.63 | |
| Dividend Growth | DGRO | -0.14% | -1.30% | 4.68% | 13.02% | 13.00% | 56.26 56.52 | 47.19 58.19 | |
| Equal Weight | RSP | 0.05% | -2.22% | 2.93% | 15.01% | 9.61% | 161.81 162.99 | 133.34 169.80 | |
Global Equities
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| World Equities | ACWI | 0.93% | -1.80% | 5.51% | 18.65% | 7.71% | 106.39 107.61 | 88.34 110.45 | |
| Emerging Markets | IEMG | 1.09% | 1.03% | 2.41% | 8.62% | -21.81% | 51.24 51.81 | 45.57 52.65 | |
| World ex-US | SPDW | 0.75% | -1.99% | 2.82% | 7.73% | -5.33% | 34.71 35.02 | 29.39 35.94 | |
| Developed Markets | VEA | 0.74% | -2.12% | 2.05% | 6.79% | -4.68% | 48.52 48.96 | 41.48 50.36 | |
| EAFE | IEFA | 0.78% | -2.16% | 2.86% | 6.49% | -3.94% | 71.80 72.46 | 61.15 74.43 | |
Countries
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Brazil | EWZ | 2.37% | -2.23% | -9.78% | 14.94% | -11.90% | 30.81 31.67 | 27.20 35.74 | |
| France | EWQ | 0.74% | -1.45% | 3.80% | 3.64% | 9.27% | 40.37 40.74 | 33.66 41.88 | |
| U.K. | EWU | 0.78% | 2.71% | 5.39% | 4.16% | 6.71% | 34.56 34.86 | 30.14 34.86 | |
| Germany | EWG | 0.88% | -1.96% | 4.28% | 6.46% | -11.38% | 30.69 31.01 | 24.71 31.97 | |
| U.S. | VTI | 0.93% | -2.21% | 6.14% | 25.42% | 15.50% | 249.46 252.54 | 200.20 261.07 | |
| Japan | EWJ | 0.86% | -5.85% | 4.66% | 15.03% | -2.48% | 66.56 67.21 | 57.20 72.07 | |
| China | MCHI | 1.93% | 7.00% | 3.95% | -8.90% | -48.36% | 41.55 42.60 | 35.58 49.94 | |
Bonds
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 20+ Year Treasury Bonds | TLT | 0.52% | -5.90% | -10.76% | -16.61% | -36.91% | 87.78 88.61 | 82.42 106.60 | |
| Aggregate Bonds - US | BND | 0.23% | -2.40% | -3.83% | -4.41% | -17.17% | 70.57 70.83 | 67.99 74.38 | |
| TIPS - US | TIP | 0.26% | -1.18% | -1.59% | -4.20% | -16.54% | 105.51 105.91 | 101.74 110.48 | |
| High Yield Bonds - US | PHB | 0.39% | -1.49% | -1.71% | 2.47% | -8.05% | 17.75 17.82 | 16.75 18.24 | |
| International Govt. Bonds | BWX | -0.23% | -3.46% | -7.29% | -6.52% | -28.20% | 21.47 21.57 | 20.82 23.43 | |
| Short Term Corporate | VCSH | 0.05% | -0.89% | -1.03% | 0.17% | -7.38% | 76.53 76.65 | 74.43 77.73 | |
Commodities
Symbol | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Industrial Metals | DBB | 0.10% | 13.71% | 10.60% | 6.30% | 0.40% | 20.10 20.35 | 16.77 20.48 | |
| Gold | GLD | 0.32% | 7.43% | 13.31% | 17.26% | 29.84% | 215.53 217.07 | 168.30 225.09 | |
| Silver | SLV | -0.68% | 11.41% | 14.28% | 9.02% | 2.43% | 24.75 25.22 | 18.97 27.24 | |
| Platinum | PPLT | 0.10% | 1.32% | -7.63% | -16.37% | -27.76% | 83.63 84.28 | 77.68 103.18 | |
| Agricultural Commodities | DBA | -0.50% | 6.20% | 25.55% | 23.88% | 40.15% | 25.97 26.32 | 20.34 26.61 | |
| Oil | DBO | 0.38% | 3.51% | 14.38% | 11.18% | 44.11% | 15.82 15.99 | 13.21 18.26 | |
| Natural Gas | UNG | -2.16% | -6.02% | -30.67% | -48.00% | -65.91% | 13.95 14.37 | 13.87 32.32 | |
| Corn | CORN | -0.60% | 1.31% | -7.09% | -16.81% | -3.05% | 20.04 20.23 | 18.72 27.21 | |
| Soybeans | SOYB | -0.02% | -0.91% | -7.67% | -5.14% | 7.78% | 24.87 24.97 | 23.79 29.43 | |
Today column is in real-time. Otherwise as of previous close.