Senior Loan Portfolio

for period ending October 31, 2024



Quick Links




  Overview

BKLN is the Recipe ID for this portfolio recipe

This Recipe ID appears in the scatterplots and comparisons below.

Portfolio Recipe Provider   PowerShares (www.invesco.com)

Description   Senior Loan Portfolio gives investors access to a multi-strategy, income portfolio that uses floating rate securities. This portfolio is an exchange-traded fund and implements a particular asset allocation approach that is directed by the fund manager.

Category   Tactical: Managed

Ingredients Used   This portfolio invests in floating rate securities.

Peer Group   Tactical: Managed. See How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, PowerShares. The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P/LSTA U.S. Leveraged Loan 100 Index (the "underlying index"). The fund generally will invest at least 80% of its net assets (plus any borrowings for investment purposes) in senior loans that comprise the underlying index. Banks and other lending institutions generally issue senior loans to corporations, partnerships or other entities ("borrowers"). These borrowers operate in a variety of industries and geographic regions, including foreign countries. You may consult www.invesco.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost




  How to Invest

You can invest in this portfolio by buying the ticker symbol "BKLN" at your favorite brokerage.




  How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.




  Compare: Total Return

for period ending October 31, 2024

5-year graph BKLN Global equities (ACWI) U.S. equities (SPY) U.S. bonds (BND) 60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
  YTD      1 year 3 year 5 year 10 year 15 year 20 year
BKLN 6.5% 0.7% 10.1% 5.5% 4.4% 3.5%    
Peer Group* average
60% Equity / 40% Bonds 12.4% -1.4% 26.3% 3.7% 8.7% 8.2% 9.4% 7.8%
Global Equities (ACWI) 16.0% -2.1% 32.4% 5.5% 11.1% 9.1% 9.6%  
U.S. Equities (SPY) 20.8% -0.9% 37.8% 9.0% 15.2% 12.9% 14.1% 10.5%
U.S. Bonds (BND) 2.0% -2.5% 10.4% -2.3% -0.3% 1.5% 2.3% 3.0%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 7.79169934933237% 0.900900900900892% 11.4043732576021% 4.42173953349314% 4.19984197405991% 3.2898710088233% 3.39976650730656% 3.87004917299449%
VYM 16.8784714052313% -0.327613104524171% 31.1800530129214% 8.95067502093598% 10.7783760038721% 9.90669361726961% 12.2899921489918% 0%
WFAIX 15.7115389794964% -0.463070155128487% 30.2490225257377% 4.78629285696845% 9.41033185063542% 8.45339296778651% 10.6190789065111% 8.13226126053279%
FPACX 13.4218548148167% 0.780510879848628% 21.9450668381956% 5.5608665486766% 9.96877538791023% 7.78845494611087% 8.88065556291904% 8.24008156903135%
VGSTX 11.0215634880189% -1.34680134680134% 26.2896332745372% 1.63875371924809% 8.05161898288818% 7.57019795011944% 8.71461625055356% 7.47552676963634%
VWELX 14.860157429341% 0.0215889464594055% 27.2654741864043% 4.92864882663071% 8.93654689265357% 8.66878508330584% 9.76230093921193% 8.52289464230205%
VASGX 14.4832543557352% -1.16574819838914% 29.942322974956% 4.35929169820075% 9.28297274337167% 8.14067844570534% 9.41368813497523% 7.53786424829332%
VWINX 7.2208033642863% -1.47727272727272% 18.1900323000094% 1.75037470348141% 4.53229275920792% 5.41367891958757% 6.99728743572889% 6.46016188941756%
VLAAX 11.7622059329936% -1.11378030137584% 26.6669270071382% 3.34524893582324% 7.69869269629848% 8.36475326146984% 10.2484304695843% 8.25682660882483%
VBIAX 14.7512093878159% -0.280842527582748% 29.0311890998115% 4.36561280760959% 9.14844546358189% 8.3624656108708% 9.66428951103002% 7.95664725311191%
SWOBX 13.3364652314141% -0.794100964265465% 27.1563265359666% 2.98972313938175% 7.88020247507344% 7.30151460407549% 8.5867723454395% 6.83703145009351%
JANBX 15.8666705216689% -0.311591192355631% 28.9513788285989% 3.66148004965565% 8.72866346962131% 8.53673437539089% 9.34910190203355% 8.68448496288814%
FPURX 17.7653432681392% -0.09906937821621% 32.1492232936836% 5.79596690559887% 11.8451450470821% 9.58446971199416% 10.6432305698968% 8.58210733465998%
FBALX 16.3047067550682% 0.0324936108067719% 30.1842890358473% 5.12203329754035% 11.7192484949269% 9.61436002347087% 10.6904645545099% 8.90713342923797%
DODBX 11.8626733086089% -0.466477636513318% 23.8453092570758% 5.96591496767707% 9.80381563403512% 8.12900234809271% 9.97885733274704% 7.70020978086579%
COTZX 7.27495528447997% -1.5015015015015% 18.9013308828151% 1.49160922205283% 7.98550331358623% 6.30608136684756% 8.11879132847779% 6.69329564888193%
BETFX 11.3328734276511% -1.03359173126615% 23.8105720379719% 3.07643665199822% 6.3294036818718% 5.59211340686845% 6.6485828297288% 0%
XCOR 22.4200490782469% -0.268218467032821% 41.0079039949552% 1.76572171865417% 8.98488673570266% 8.37608254000661% 9.71572327549988% 0%
NAVFX 21.2460801854107% 0.592768227622997% 40.0644819862995% 7.58514640064349% 10.900798554854% 9.16883507380337% 0% 0%
SMIFX 19.0803629645729% -0.889328063241102% 30.6029628217115% 3.54784506133594% 9.59031673845992% 7.52380676551387% 9.30753720504862% 0%
VWLTX -1.63337484433376% -1.89701897018971% 8.42012792708704% -2.99612192713682% -0.311439229511346% 1.86425700171058% 3.08953037188362% 3.21314520598364%
PRINX -0.530973451327432% -1.65649520488231% 8.4942084942085% -2.78252926081717% -0.338037565491145% 1.641821168533% 3.0829289298602% 3.29464308902572%
MDNLX -1.46712347783169% -1.5609756097561% 4.68477307922359% -3.38729229704899% -0.963221801349623% 1.07107651315903% 2.72587323059783% 2.92871097853216%
FLAAX -0.323895656566509% -1.64888457807953% 8.46861868052811% -4.84731404243974% -1.3740824744204% 1.42942639979498% 3.28323560189805% 3.29781064358632%
FHIGX -1.29396533833174% -1.76706827309236% 7.59219135671696% -2.82952786065257% -0.365928915889768% 1.68165177062536% 2.98356892282947% 3.17631664889939%
VWIAX 7.34807233385404% -1.46989835809227% 18.3600300757429% 1.85894963582718% 4.62472243314132% 5.50763109494943% 6.99203274983009% 6.48338762909526%
VTINX 6.11444140256108% -1.44613159797541% 12.8711160388058% 0.0150232111031823% 3.24958455740529% 3.88760365222767% 4.97965722895941% 4.69587735726265%
VASIX 4.75173430544322% -1.76544766708701% 14.5246106425112% -0.521902493652915% 1.9713137720657% 3.18679587876924% 4.12893115381132% 4.02716863925183%
TRRIX 7.23707664884141% -1.08853410740202% 14.8120974553652% -0.87025850932354% 3.893240550911% 4.27885413931322% 5.41169007686548% 5.09256636490631%
PRSNX 0.497405578854604% -0.296442687747034% 7.80630780277132% -3.85062418161278% -0.498314469630257% 1.80607926386345% 3.2287547284678% 0%
PPSIX 9.39022845448441% -0.240377870486563% 16.7147090238045% 1.08247810001938% 2.64944781304224% 4.233183086171% 6.29737131896249% 5.2395755325352%
PONPX -0.657804989963728% -1.94624652455977% 5.39601508557292% -2.78514279560397% 0.139434607081346% 2.52237740319732% 5.72068619428392% 0%
NPSRX 4.39807307445874% -0.948766603415563% 12.9874335420336% -2.64199568232008% 0.85889638284502% 3.40566997131502% 6.20822494577622% 0%
KIFYX 12.0840264604575% 0.153139356814713% 27.4286415360496% 1.25478409434963% 2.73503482112669% 3.94003584656739% 7.66445522306123% 4.91198376089312%
GSZAX -0.957104028011513% -1.58394931362197% 2.44243561232447% 1.16075464817658% 2.1900872711287% 1.08991276625301% 0% 0%
FCVSX 12.1494589274312% 1.88054958576298% 22.2721198636112% 1.16264544024158% 12.0321745965822% 8.51714592372579% 10.0489395569265% 8.47060083826099%
CNSDX 8.86406651579657% 0.758213984835732% 20.6996125912885% -0.96221284057032% 9.3598697265485% 7.43063688454586% 8.96904719493448% 7.79107827173089%
CCVIX 9.42993173601792% 1.36150234741783% 20.0898645468463% -2.63434689703642% 9.06811476580762% 7.23803819924544% 7.53155681198305% 6.82770471938601%
BASIX 0.103908021159471% -1.6597510373444% 5.34904032550116% -1.66756633778266% 0.714412624852012% 1.66959493182401% 3.03882259086881% 0%
ARTOX 8.38773729699294% -1.23647604327666% 18.985875927115% 1.72956164593423% 5.27800956775029% 4.93110495184923% 6.18196874308046% 5.44089044586502%
TIBAX 14.5727286944632% -1.12485939257593% 27.1959508256288% 9.0486276895029% 9.27838410137691% 7.12698662307754% 8.18817305225019% 8.25010056202211%
NBHAX 15.9983141715656% -0.698324022346364% 28.1643934845306% 6.48447270667247% 8.14425567280637% 7.46975803143353% 9.17453692925367% 0%
LGMAX 13.9891931267753% -1.65662650602408% 31.3198215723763% 2.56600886891547% 8.22481006278406% 7.97516836011898% 9.42451775398332% 8.62400444038807%
CVLOX 25.5747401233031% 0.0761035007610378% 38.6964475552052% 3.45999308984852% 12.202402226479% 8.14629671331455% 7.94332964603208% 7.6075981642703%
LFRAX 3.06193574427374% 0.245398773006134% 4.73460136808843% 0.540950256452843% 1.37818012153514% 2.45084690982476% 3.56517598805708% 0%
VEIPX 17.3112259831433% 0.0218866272707396% 31.207613454189% 9.30463630697968% 11.4240991925908% 10.3876052743568% 12.5659707296876% 9.66007684106225%
SWDSX 19.5266103999174% -0.181159420289845% 33.369442380304% 6.99386203980423% 8.74500866618397% 7.17644479703343% 9.86394559538819% 7.66047979527673%
PRFDX 15.6291892306894% -0.600679028466955% 31.0016405529741% 8.00992784472589% 10.6711949386748% 8.99850821775394% 10.8064829489955% 8.21838264348069%
MDDVX 13.6146399366615% -1.02541608455773% 27.269454465379% 2.83982363507154% 7.53448965432524% 8.14599807434002% 9.9798138790268% 8.61359520395133%
LCEIX 14.8951518954715% -0.201714573877954% 29.5725988556106% 7.7788457500227% 8.88297520518195% 8.18284837253278% 10.4486940963155% 8.35397488505936%
LBSAX 16.7152883156931% -0.743919885550803% 29.4733723783471% 8.01821750431717% 11.6562726781309% 10.876213101211% 12.2648692291956% 9.87141837519618%
FSDIX 14.741419473758% -0.747324669158855% 27.5862634664079% 4.97107914088859% 9.1483706814447% 8.28733369571662% 10.4525146746397% 7.88589033181597%
FEQTX 16.518660677072% -0.843614199376719% 30.8552967916647% 9.60655421167895% 11.2631857358706% 9.19568818696499% 10.6797483461176% 7.54860099620007%
VMNFX 7.75216563413532% -0.97222222222223% 10.1723373157768% 14.5481649277254% 8.25917426661009% 3.41208475111987% 3.41946972657783% 3.07391322745467%
JMNAX 13.4187623590923% 2.80246069719752% 13.1635063297771% 6.6675230310876% 6.89427896718555% 3.53063347610156% 2.31051182418021% 2.76496641540385%
CVSIX 6.36433840812674% 0.331125827814582% 3.90588327156907% 2.00234568447182% 3.17185625087277% 3.34248395009% 3.79033499730113% 3.39505738899897%
MLSAX 14.0314977734332% -1.42118863049095% 37.1595793324188% 4.11539447021765% 14.321345696028% 10.504209758907% 8.16235513343886% 6.92694278591244%
MFADX 6.85954269715354% 0.350569675723045% 10.9105144497138% 5.94946433090573% 9.21110239073328% 4.20384171625856% 5.73568720254367% 0%
DHLSX 11.3749732244% -0.732600732600741% 18.2703463466889% 4.26651348568057% 6.71964760554877% 6.08328038395156% 6.98123792014114% 6.73581238195688%
BPLSX 16.2852630032324% -0.722258699934353% 27.4193884006718% 15.6141797673108% 12.8351898327262% 7.32968148076141% 8.98384540219439% 10.0827694991395%
BLSAX 11.6409241913589% -2.35183443085607% 22.6238827520848% -2.20217584637051% 2.53447926048591% 1.23920376464481% 0% 0%
ARBNX 3.189601494396% 0.816023738872396% 7.15705114649048% 2.71533365193486% 3.25333660726796% 3.05060208331076% 2.66017367601272% 3.27420580050484%
ADANX 3.2043407043407% -0.649350649350655% 6.11559102573502% 0.794111252837038% 6.90488350926137% 4.82672263198283% 3.66366979613262% 0%
PYTRX 2.23895431156509% -2.37262626262631% 11.1329500678454% 1.47968195126775% 0.746091728287945% 1.82936254721484% 2.07296952790994% 0%
PARYX 1.12610770279482% -0.803212851405621% 3.58172911016137% -0.58984916946303% 0.517790233039905% 1.46707085522297% 1.42460212300439% 0%
JHAIX 3.96039603960399% -1.59325210871603% 8.13594232749744% 2.52359474116011% 3.67745164923869% 2.3245830598333% 0% 0%
GARTX 6.90929762692847% -1.23583934088569% 10.2119875993851% 2.47232368696479% 3.77220482383269% 3.42505355729983% 2.99929030164285% 0%
GAFYX 9.29741016041628% -1.47465437788018% 5.22953397423036% 2.35435514926083% 1.66307565606973% 1.63528608112529% 2.78209186392653% 0%
EIGMX 5.8649795639234% -0.71343638525565% 7.94238515977377% 2.59355881207226% 3.22984471182666% 3.02950534106206% 2.81093226426001% 4.01324470294731%
DVRAX 8.84440734557597% -0.684931506849318% 12.6041450777202% 3.56669521535224% 4.25564152671716% 2.95594046593199% 4.06466133862031% 0%
ASFIX -8.72343470483006% 0.844594594594583% -11.5800783280768% -5.18265909605381% -5.69514780018534% -3.77587634720681% -1.99203142113774% 0%
MYITX 11.4643043251694% -3.38983050847457% 25.709566436244% 1.52941007503447% 4.30525748805537% 2.45741368134023% 4.74422189499144% 0%
VGLSX 13.2146690844255% -1.25968992248062% 27.2786031321802% 3.25761248293042% 4.84602172004907% 3.34886330339967% 5.90940844090502% 0%
TIBIX 14.7658282831872% -1.11648678823968% 27.4630694898209% 9.31610376209435% 9.56414302991169% 7.39236424100025% 8.76033746967579% 8.77623977328748%
PAUIX 1.48984841249806% -3.41246290801187% 10.9773892419628% -2.87429566045094% 2.21406120463961% 1.68511046468058% 3.11216140841559% 4.01192380522357%
MFWIX 7.40893322110612% -2.08791208791208% 20.3866475997575% 2.32547547566704% 5.46008940270113% 5.39368990402225% 6.59027953384062% 6.48191206887558%
MALOX 10.4943959365547% -1.56014091595371% 21.9339713387235% -0.085786043053282% 6.07792483562513% 5.12831159999454% 5.98703173942763% 6.6146675776136%
LSWWX 14.2498017138779% -1.66975881261595% 31.685396859537% 2.82217782501037% 8.49349793592569% 8.24772285990099% 9.82942624354477% 8.99519654731682%
LCORX 9.94011373612174% -1.07944732297064% 19.4305931852421% 5.39015493713373% 8.15522425027646% 6.42610743637215% 6.87323621413054% 6.94082764731292%
IVAEX 17.0359784486907% -0.0425350914504574% 30.2278875240152% 6.09751426166811% 9.79714757126584% 4.39169030923199% 6.05764759857621% 7.97040335085379%
GMWAX 6.78090402590361% -3.08924485125858% 19.6443747528559% 2.95599267510043% 4.2933463583964% 4.12322892687609% 5.43080759931873% 5.58817668559228%
GLBIX 4.15920160768417% -2.39760239760241% 12.7715960146631% 2.32067940829961% 5.63451184794594% 3.66962164975102% 5.53292153008436% 0%
GBMFX 3.9746321832943% -3.17002881844382% 13.0777268296757% 5.23063680680131% 3.74562116831094% 2.9861062744049% 4.42874980851666% 5.79960064376168%
DSHGX 17.8309978736592% -0.487588652482263% 33.4584718066426% 8.02617799639118% 12.2664388290314% 9.52743702261065% 0% 0%
BPGLX 9.61465524411549% -1.31904369332234% 22.2514303618324% 0.160312901034554% 5.04310393566274% 4.70218876755779% 5.84216728804956% 4.94994980912633%
SFHYX 3.72437204188454% -1.02070080317712% 9.92844663130565% -0.650571635261743% 8.42598320892043% 6.15861116184777% 6.54807985315864% 6.05064225720005%
PMSAX 7.85241625194415% -0.543478260869557% 7.64176700145207% 2.98806952511699% 3.90891580088724% 2.99962298606569% 0% 0%
AVGRX 11.0902370003013% 0.193798449612403% 12.4596130952807% 1.98176024178049% 3.98587190027571% 3.32038206810619% 5.29154895099784% 0%
AOR 10.1263191128534% -2.2542698500737% 22.9872296170977% 2.79908856583893% 6.64995348647139% 6.22549977861779% 7.55525090499374% 0%
AOM 7.62839656931329% -2.24950235636895% 18.8460254056642% 1.32421331366266% 4.50762549716124% 4.64771833878939% 5.63418968309264% 0%
AOK 6.51909222075215% -2.13932608152317% 16.946992145267% 0.578365810506165% 3.36988813398449% 3.87092223116092% 4.67342892925509% 0%
AOA 12.768583353543% -2.31704023313039% 27.4365037504371% 4.19633987462593% 8.79101000994451% 7.73469735664742% 9.546718326839% 0%
FV 11.5680061808843% -1.37291916938391% 37.6500231643805% 6.18087846839652% 14.5284052750981% 10.9817703620256% 0% 0%
PGX 10.4489734331827% -1.75624696687294% 24.6537904293592% -1.49606393673326% 1.17534251311036% 3.77538282055823% 5.56852004454111% 0%
PFF 10.271494882679% -0.681576381214621% 22.5022906491254% -0.115261386635412% 2.93741414267474% 3.81357275698568% 5.7240016731184% 0%
MDIV 9.95095221664557% -1.43817221131032% 22.2201737408079% 5.79685686846045% 3.73442046536148% 3.12379502905842% 0% 0%
IYLD 4.3246472637541% -1.65435108518697% 15.3086859417519% -0.478528829419111% 0.601537498093507% 2.29933912236433% 0% 0%
INKM 7.00786282947357% -1.86627945994422% 20.163507621594% 1.22402950112892% 3.3761595259195% 3.96531827417967% 0% 0%
CWB 7.77414826524647% 0.341527847857925% 20.758870509653% -2.43278393645473% 10.099324798% 8.5647785941958% 9.51255456110738% 0%
CVY 11.334389766626% -1.80622339285167% 26.1261747558151% 6.2455451648878% 7.09470908417962% 5.11483536406576% 7.81650512268961% 0%
BKLN 6.51169496514703% 0.686745335803751% 10.0642237862945% 5.54099127893872% 4.3740978411108% 3.4670557985605% 0% 0%
BRK.A 24.756408675066% -2.05742353656067% 30.7313281514025% 16.0711672323878% 16.2441272497542% 12.4176113399499% 13.7117704364002% 11.0087788891888%
SDY 12.5547875459574% -2.71754435370317% 26.6514897247191% 8.07654648282115% 9.64385007993744% 9.65909705610906% 11.8688905612774% 0%
PID 6.95920131650205% -3.43781597573306% 23.5917770440721% 5.19984070433555% 7.40517281669999% 4.2127791877584% 6.21072398648688% 0%
IDV 7.46563507100231% -5.19351637446246% 23.1450367396865% 3.82203024334886% 4.44800206108336% 3.51994317065052% 5.2467392616528% 0%
HDV 18.5742286780608% 0.102023465397028% 27.8873164637417% 10.2389532002774% 8.52034817889005% 8.30734410115288% 0% 0%
DWX 6.29725269369843% -4.8859256172518% 17.4773413918026% 2.36344387674272% 2.57699420866568% 2.2476606866914% 2.67771620257233% 0%
DVY 18.1571912570402% -0.236914192640847% 33.7276523153251% 8.36267941213949% 9.71535412417279% 9.37672973018642% 12.1897497815309% 8.09153080695746%
DLS 4.64738109301541% -6.28225923244025% 21.6224983436579% -0.486188517293273% 3.51269340987239% 4.58297506084195% 6.37434221271529% 0%
DLN 19.8806962631722% -0.26258357966753% 33.6271126910878% 10.1322178126262% 12.0215797417227% 10.7819897293634% 12.710414811953% 0%
DGS 5.14675026102513% -4.71135940409684% 20.1807289294971% 4.02136188055371% 6.95296594742449% 5.20868855903436% 5.67194650435001% 0%
DEM 8.55758131381767% -3.95364689843216% 22.0774245041103% 6.20028087597746% 5.83257514512645% 4.04917793167241% 4.38029993563482% 0%
BTAL 17.0501474926253% 1.22448979591836% -0.0669791969047928% 8.23013413858362% -1.84465498114312% 0.956985175433589% 0% 0%
MNA 4.52085323145492% -0.152068126520699% 5.57343501747696% 0.367846623921375% 0.844919517424092% 2.24920014144823% 0% 0%
RLY 5.96556822918899% -1.25260960334029% 12.1244278846046% 5.39587740257073% 8.16566760028543% 3.668324000741% 0% 0%
CSM 19.1075308515577% -0.982829171287614% 37.034231509253% 8.00651576472162% 13.8501233100063% 11.6025729462748% 13.468648142382% 0%
QAI 5.9468438538206% -0.592269326683281% 11.8985582869555% 1.88496409158947% 2.81505985782506% 1.95145058180428% 2.45309573090768% 0%
PWC 19.9012924728491% -0.545752040097747% 38.1785684862574% 6.76937958326418% 9.94269330011077% 8.53627248290165% 11.2872235816351% 8.38997407376085%
PDP 21.2185940813549% 0.32926593066045% 41.0189726384269% 2.29974500931374% 11.4381662572019% 10.2220872616992% 13.252299406852% 0%
HDG 4.37375761224594% -0.663845490463477% 9.43137567804868% 0.504687625349831% 2.92861444995831% 2.42724669209873% 0% 0%
PRPFX 22.5942464344673% 3.11778290993072% 31.5867219667609% 9.54744046353717% 12.0998605551196% 7.84946977601046% 7.40708775124539% 7.60483528801181%
RSP 13.0697472614589% -1.60192007144452% 31.8716753791798% 5.54119926680026% 11.971506019716% 10.3527887278215% 13.0207893756364% 10.02751531101%
Historical Return
 
BKLN 10.0% 1.0% 2.3% -2.5% 12.5%
Peer Group* average
60% Equity / 40% Bonds 21.8% 16.4% 14.0% -16.7% 17.5%
Global Equities (ACWI) 26.6% 16.3% 18.7% -18.4% 22.3%
U.S. Equities (SPY) 31.2% 18.4% 28.7% -18.2% 26.2%
U.S. Bonds (BND) 8.8% 7.7% -1.9% -13.1% 5.4%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 4.80159498646942% 2.89911319588729% 4.36778940289455% -1.72598301749028% 6.72837331300671%
VYM 24.0736461638762% 1.14210922816436% 26.2052340097269% -0.449991028214969% 6.58715438235167%
WFAIX 20.1638687698545% 16.4457486156541% 16.0031937158555% -16.9020255561005% 16.8116272325278%
FPACX 20.0204529947135% 12.1052128829308% 15.1712702630631% -9.72083769930251% 15.8668419475043%
VGSTX 22.1586491680101% 21.4255134949906% 9.65360808502485% -18.0541117998465% 16.2006693672745%
VWELX 22.508570754568% 10.5704623668104% 19.0089964318738% -14.3824070016434% 14.2948672350643%
VASGX 23.1304315145119% 15.4537216846768% 14.3515223565449% -17.2092041544067% 18.749572155349%
VWINX 16.3466780081721% 8.45474405362865% 8.46290232936118% -9.11911085949595% 6.99405508341768%
VLAAX 25.4044049942231% 15.23583484171% 11.8630498007988% -19.6648137739568% 21.3898225017561%
VBIAX 21.7876929880254% 16.4283975028394% 14.2162993496572% -16.9058259699724% 17.5639312917173%
SWOBX 20.1531147230337% 14.7285462713561% 14.7607283886342% -18.9122552841866% 16.3694117865725%
JANBX 22.5207534814614% 14.333397757625% 17.1891198073366% -17.3088484501582% 13.2454063173058%
FPURX 21.1393556989758% 20.5152630476507% 18.9770724556839% -17.7158171611599% 20.1953705270593%
FBALX 24.4388720004456% 22.3810593005045% 18.2461180699809% -18.2887649557407% 20.306298037834%
DODBX 16.8961084501602% 7.8514027616803% 19.2794096445656% -7.29813708005458% 13.7708099330568%
COTZX 15.1434883871992% 29.6321149085136% 6.41534079775659% -12.9192707006673% 11.6597321364714%
BETFX 16.2606167964976% 9.12020698391292% 10.7894535504845% -12.8738265935235% 12.1530596857925%
XCOR 26.9291153989646% 25.3707672267706% 10.3137647135634% -24.3059392179955% 14.3391591686677%
NAVFX 22.2181855492428% 11.5300279369166% 15.8425895863787% -17.8894849637985% 24.5443560292265%
SMIFX 19.2859764361771% 20.7584635285692% 11.3384173868481% -9.47474859846024% 4.43199530661302%
VWLTX 8.48728864406525% 6.18928025596117% 2.25944793166859% -11.9691767493868% 4.16666330003292%
PRINX 7.80385854120773% 4.53373380505824% 3.12984431432863% -12.4938402771198% 4.28949998444514%
MDNLX 7.21858245725253% 3.99610032889619% 1.9311616651285% -11.8522687667837% 2.71629730041014%
FLAAX 8.67197036373597% 5.62728475668437% 3.71962431300088% -17.8770912521899% 3.64539019408086%
FHIGX 8.49962461583045% 4.64151904170995% 2.84821614812611% -11.6204890972069% 4.04380621093303%
VWIAX 16.4518797129256% 8.54125876129985% 8.55749271730912% -9.03877498746342% 7.07600814602618%
VTINX 13.156874345706% 10.0179399612136% 5.24801043989485% -12.7550677474299% 7.5284287936255%
VASIX 12.0478841589899% 9.12526753369827% 1.92495707666449% -13.9403556693775% 8.89136511092861%
TRRIX 15.3041656126525% 11.4236622007733% 7.45447321036601% -15.3365180850028% 8.0493238384592%
PRSNX 10.3683952240577% 8.12445159481054% 0.362178663544421% -17.1618537216415% 6.92964493005064%
PPSIX 16.4426526527578% 5.44773444125484% 3.03480691439779% -10.6711666512243% 5.90241823282023%
PONPX 7.9439563878287% 5.65566014642138% 2.50260198923178% -10.9308212713566% 3.24207788878024%
NPSRX 17.5998604514334% 5.42624397454872% 5.15356617267611% -12.8387354714505% 1.43032027953773%
KIFYX 18.6403447808323% -2.75287005880204% 15.4406373372143% -16.3324483844343% 8.787010492655%
GSZAX 5.69135311722453% 9.23866170139129% -1.56469405305859% -4.47450349692905% 8.38302702118694%
FCVSX 28.5335627739002% 42.5874790383185% 10.0218218745422% -15.6249288787234% 11.4178195139653%
CNSDX 21.7299210815205% 44.6928802758792% 4.93432507219038% -15.5164511842311% 7.74354642925965%
CCVIX 19.1799310533342% 48.4459631541392% 5.21607685528089% -21.1020848588667% 8.92424646104255%
BASIX 7.47002381857493% 6.94352264429305% 0.689530635735847% -7.63325146299431% 2.97759845315797%
ARTOX 15.8537398433421% 10.7101760946506% 8.88698133817647% -13.2407777738862% 11.0674918954039%
TIBAX 17.8373035743789% 0.588012973090635% 19.9991246058214% -7.5711107858221% 17.9711828038191%
NBHAX 21.0468936532446% 2.5504722164829% 21.2515496057293% -4.10975644647696% 3.4231411951374%
LGMAX 26.4539556024323% 15.0543377080934% 14.1125063347354% -23.3310600114939% 22.1662891635976%
CVLOX 18.2802863231769% 31.7601621893487% 15.7824085836371% -22.1666741192993% 13.5776543779757%
LFRAX 7.38994294678883% -1.79162106059376% 5.08656302472719% -5.12999083310332% 3.69427226697456%
VEIPX 25.2163266369561% 3.02451178152741% 25.5494907480245% -0.166760539471833% 7.65494475615531%
SWDSX 24.3111018435979% -3.7692585372589% 28.1181087869439% -6.83869611720164% 5.17242883278957%
PRFDX 26.5805103618544% 1.32194104781003% 25.675671044125% -3.25140454038881% 9.65204352719131%
MDDVX 27.2457375222795% 3.63645455584987% 20.0800543034146% -14.7939660144715% 12.3796864023827%
LCEIX 25.225274948321% 0.201503703170069% 19.0373681666919% -1.61858860081049% 8.29530709463351%
LBSAX 27.8453132852901% 7.5029450788076% 25.9883833662987% -5.61444152843331% 10.2135073636359%
FSDIX 22.4863939415413% 11.2512042580709% 19.0123652428056% -10.3289235150327% 9.42675102022583%
FEQTX 27.3193742856159% 1.8366904097544% 22.2026281443214% -1.69598395199511% 11.590181604199%
VMNFX -9.56796324351678% -11.5745303669956% 23.3727849932812% 13.4771548710195% 12.2394201847999%
JMNAX 0.98347715929723% 11.9317082323061% 3.7922535802021% -2.38283564604188% 8.05169970503794%
CVSIX 6.37877442823021% 5.18330422960467% 4.70120000264884% -4.48793826010582% 3.91695254846212%
MLSAX 34.5734506973298% 26.5797060743455% 57.0384621624927% -26.3905303916204% 9.64628661630103%
MFADX 11.86738311515% 19.8798825092195% 8.31663097646078% 2.75733237662115% 5.10416744951134%
DHLSX 23.1063071389425% -0.265227026645698% 19.4022894006878% -8.46314378360588% 9.93506881931374%
BPLSX 9.11594557066156% -6.35402762526041% 32.0262000511021% 7.21621501168361% 15.2020656692004%
BLSAX 17.0638077533083% 16.1685310776181% -4.54715881848763% -21.7118779915306% 8.97301098923873%
ARBNX 3.83299104081836% 5.71797181869333% 1.04866148372385% -0.517570468417383% 6.05080528187372%
ADANX 8.32299466437683% 24.8297355727128% 5.9929143683404% -3.5367978007277% 4.22937065758413%
PYTRX 9.38998392191863% 0.836170989254481% -3.40193613035035% -2.5399749958737% 5.42469921380577%
PARYX 4.86640899089166% 3.29868857499931% 0.490278061604732% -5.36907413323892% 2.85864804265141%
JHAIX 9.39567405471913% 2.09622971248287% 11.7959531791743% -5.2992923125715% 4.88059174779574%
GARTX 10.3591972480624% 3.30308166498012% 6.08901461554558% -6.61337317086297% 7.77511357300138%
GAFYX 10.4932863142008% -2.11908669388809% 1.29151949275885% -0.485847295053699% -1.3221661510321%
EIGMX 9.75707152665779% 3.58579830237087% 2.18827963764261% -1.74675950528693% 3.44616876038986%
DVRAX 12.8113038226303% 4.42002156590273% 3.43259606083313% -5.45595158184312% 7.92794436854409%
ASFIX -3.38143012131191% 0.741650144088024% -13.9033417680585% 8.47952217658812% -12.3989291632272%
MYITX 16.9056494083975% 1.49124658191844% 10.3436270566452% -16.1496534725035% 13.1271229249894%
VGLSX 9.90012858419171% 3.62439219521602% 8.5811506188147% -16.7763129781914% 15.4946012499708%
TIBIX 17.7443473070902% 0.913101795470217% 20.2895929183967% -7.27766042238414% 18.2483882361583%
PAUIX 7.61830320711669% 4.58827942044697% 15.5087549965254% -15.6422069583241% 5.69233307277759%
MFWIX 18.4819519733917% 9.57539858758698% 8.53594074130653% -10.6145105460721% 10.4855864696113%
MALOX 17.5438193347173% 21.1188293214424% 6.73489410423878% -18.6078119516679% 11.3844971990316%
LSWWX 26.8047960551896% 15.3811605807968% 14.383184361992% -23.1340147836002% 22.4322185825133%
LCORX 11.5774776326908% 10.0880077311534% 15.1719304912507% -6.78073505066084% 11.7051296417356%
IVAEX 22.0779824090737% 13.6966394098707% 14.0345860929517% -12.7598668223938% 15.8397053591238%
GMWAX 13.6084135609993% 6.1404007423737% 7.02814643679239% -12.9689684476633% 16.1461297273184%
GLBIX 9.3628158315523% 7.51624182778794% 15.011209073358% -7.91348617029681% 8.29243635121977%
GBMFX 11.6239041992129% -2.48939221483703% 2.96464264002319% -2.16822060530016% 13.40429109052%
DSHGX 25.04235739645% 11.9530808289995% 21.6035793279677% -12.9098288601128% 20.0968539223643%
BPGLX 19.0314301671969% 13.8396171480264% 8.22619149902604% -16.9860373255236% 9.68222252808513%
SFHYX 9.30794235275332% 37.4227204263366% 8.05729209587847% -10.9561384741031% 6.085883834442%
PMSAX 7.64646181886546% 4.68030102473358% 5.13639383310267% -2.30855723536987% 2.92043092345626%
AVGRX 15.0588734107745% 2.71740104559095% 11.5016906058121% -10.4055098457398% 4.16799183977583%
AOR 18.9017931574556% 11.4114799003671% 11.182620159451% -15.6456587272524% 15.7444790067338%
AOM 15.5716061449% 10.0184346708986% 6.92754693491138% -14.5365236193396% 12.3839190926336%
AOK 13.8941069227843% 9.32736445677713% 4.87240154090889% -14.1575151881152% 10.6573627195411%
AOA 22.5940979794439% 12.808345793423% 15.4143257224833% -16.2270597828113% 18.2641031077811%
FV 25.7170956385449% 28.3566316049802% 21.6310457749157% -3.93134088323942% 11.3437459533775%
PGX 17.6473522761396% 6.6455157887211% 3.15306424762645% -21.1534098268794% 9.49594789796158%
PFF 15.9290197551335% 7.90989558505688% 7.13567069108643% -18.1786916811099% 9.19266219193746%
MDIV 18.5720333289715% -14.9001112231639% 16.4953620612499% -3.90261548824502% 11.543174101979%
IYLD 15.7823283115328% -1.18350129092116% 3.36982989277954% -16.7818243360289% 12.5463159753375%
INKM 17.1189895111853% 3.01310697651906% 8.52918199066022% -12.5851053238626% 10.2815807087589%
CWB 22.3822107196571% 53.3917599644662% 2.16846562048445% -20.8076696489609% 14.2285905298247%
CVY 25.9659158878318% -10.461707246578% 25.3288710107978% -9.27469899841058% 17.8606482185565%
BKLN 10.0267501337701% 0.963167489710681% 2.31688977024072% -2.51414342673342% 12.5401913474754%
BRK.A 10.9771407640782% 2.42204383095188% 29.5694749282768% 4.00499712035929% 15.7696228782676%
SDY 23.2845704248156% 1.79019420837667% 25.3675902922518% 1.49082598824239% 4.59774815897611%
PID 25.8335208217722% -6.45744468890651% 24.4883710114224% -6.48723965192158% 14.2952152172457%
IDV 23.5586383735936% -6.09832602387087% 12.024638368747% -6.4015153936% 10.3353685098523%
HDV 20.2226898754636% -6.47000630638618% 19.4389568372392% 7.04060495858716% 1.73235486533962%
DWX 20.231062532023% -5.20069974741066% 10.5569512982088% -12.9751295585538% 14.7911328621135%
DVY 22.6165237613698% -4.912016915166% 31.6798500432284% 1.78891564839183% 1.13899569549201%
DLS 22.2176902100551% -1.32929688852557% 11.6966155929019% -17.3107479044539% 15.3285770026105%
DLN 28.9123885218331% 4.52968136017824% 25.6453564801868% -3.78060296430331% 9.95040358535668%
DGS 18.9187680413802% 4.07683808712571% 15.3181909157856% -12.3468677645694% 19.3843385088338%
DEM 19.8846910390495% -5.82319433002172% 11.4909316455883% -10.4332432891962% 20.9267303191434%
BTAL 1.06924985155856% -13.8600317237152% -6.81342525604407% 20.4809973267992% -15.1067833639622%
MNA 4.69884273974515% 2.70707962296177% -3.24033714430161% -1.61240008791024% 0.179382256961325%
RLY 15.6046924748458% -0.621547108267628% 22.8557456094318% 7.85885617249971% 2.57400187313455%
CSM 29.2621052674307% 10.9433878529163% 33.1294609138042% -18.2687478388093% 23.524397513237%
QAI 8.68343740921087% 5.72227170781581% -0.160771332770293% -8.67820877694757% 10.070954263688%
PWC 13.4733650414582% 8.5376930500441% 19.3813712396449% -16.016700361064% 18.5794635284676%
PDP 33.1307494798233% 36.5939612446235% 7.72062546784622% -24.4930469834113% 20.8786009996575%
HDG 9.58348320591453% 7.44381502940017% 2.97434607979368% -8.47915395843626% 7.15196958009441%
PRPFX 16.9096936919649% 18.8607126611326% 10.8648618341378% -5.48066208680633% 11.9596793613108%
RSP 28.9054039447187% 12.7143367095448% 29.4120996761329% -11.6211724467995% 13.7042696877099%



  Compare: Risk vs. Return

for period ending October 31, 2024

Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.

Maximum Drawdown vs. Annual Return
BKLN Peer group All other recipes S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
BKLN Peer group All other recipes S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
BKLN Peer group All other recipes S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN risk vs. 60/40 Better Better Better Better
BKLN return vs. 60/40 Worse Better Worse Worse
Risk-Return Quadrant
SW NW SW SW
Risk-Return Direction 196° 288° 228° 219°
Risk-Return Magnitude 16.9 6.0 6.5 6.1
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
M-squared
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN -4.7% -2.5% -8.2% -6.4%    
Peer Group* average
60% Equity / 40% Bonds -7.4% -5.8% -4.2% -1.9% -0.6% 0.4%
Global Equities (ACWI) -5.3% -3.4% -3.8% -3.5% -4.7%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -24.6% -20.4% -21.6% -12.6% -9.7% -4.5%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX -7.9692613934168% -7.0915705032103% -7.26231380414949% -4.74488619374278% -2.63899377335482% 1.33760562106646%
VYM -3.71942330804339% 0.413300154808611% -3.86124246305511% -2.42776931016855% -0.857753779539159% 0%
WFAIX -2.55543533060245% -4.29804022692978% -2.73880728877989% -1.01582810818512% 1.1118353932643% 0.143170877706%
FPACX -6.50726581402711% -3.21291176323679% -3.63117361602681% -3.72523636403541% -2.86763570139544% 0.125481590461398%
VGSTX -8.84254892028124% -8.14467718557235% -5.65023135278325% -3.40704058487617% -2.69393952849185% -0.850820501700795%
VWELX -0.319842634391001% -4.11438303405411% -3.68578379230684% -1.02721050245951% -0.176150168428958% 1.39386346356169%
VASGX -4.15980174725452% -4.75260209207027% -4.62216278421215% -3.36269851486739% -3.05173065108374% -2.02039828437931%
VWINX -14.5333095947901% -9.7275035999325% -9.35406403029755% -3.86590295976857% -0.380300707428502% 1.67885533932355%
VLAAX -10.619250324829% -5.97525461227975% -6.05623170675747% -2.1865748947123% -0.558454237903224% -0.110342508986943%
VBIAX -2.74983753974317% -4.85537371965695% -3.50693472906832% -1.51459776836647% -0.163343265098506% 0.74375004842844%
SWOBX -4.9502162039062% -6.81057350646283% -5.12476111610116% -3.10055790260546% -1.97093605500671% -1.04328203665718%
JANBX -2.37247109075085% -5.87657361322078% -3.93312105171023% -1.16322070623541% -0.823523680801879% 2.11353541212697%
FPURX -0.886113704513523% -2.96094809514997% -0.123426443263869% -0.507080752474787% 0.0679088556853333% 0.732437832915515%
FBALX -0.146551670154899% -3.84482718954994% -1.13189656961361% -1.02786743647042% -0.21520831528985% 0.616068006123067%
DODBX -6.76247315162447% -2.65485080521626% -3.8697930341747% -3.3347788701007% -2.2513431808239% -1.71493824094107%
COTZX -15.1986309769732% -10.3590379662278% -2.47046726250011% -1.50910147887454% -0.0337149615192658% -1.12504503672613%
BETFX -7.36552932898046% -6.74187942090591% -7.394051146486% -5.42976473325417% -4.71315481729264% 0%
XCOR -3.47764390277582% -7.37813813090767% -5.96819787604881% -4.4583592399298% -4.55761287340167% 0%
NAVFX 2.46391130876247% -1.18720672940066% -3.65624559190526% -3.32135285045839% 0% 0%
SMIFX -3.07691898824414% -6.23097777239513% -4.61756259269444% -4.84549232543683% -4.60273031494178% 0%
VWLTX -28.2411928877809% -19.6447327612816% -20.2271994661651% -11.3774607960162% -8.21315125186034% -4.74059897834876%
PRINX -27.5467267519982% -20.8741938874532% -20.5866293476564% -12.0025690743795% -8.15039676801141% -4.4398990965785%
MDNLX -33.5983205768037% -23.3262164163959% -22.8787619922165% -13.7922731437271% -8.87137483717153% -5.22784244431392%
FLAAX -27.297306869753% -22.6009903981794% -21.7591418757754% -12.3544289114249% -8.21564917456728% -5.07945415552771%
FHIGX -28.9246602354915% -20.8853684463977% -20.7229130272182% -11.8816121925417% -8.32137013010018% -4.59683214305343%
VWIAX -14.2487155751838% -9.53734424748619% -9.17633452388063% -3.67365800721474% -0.381723702438645% 1.73718624409953%
VTINX -18.7163119258993% -14.2426814847916% -11.8067269554849% -6.3084323239866% -3.4359686487473% -1.19781051925252%
VASIX -18.1251865098552% -15.2399870262077% -14.9177691749519% -7.83869944477009% -4.8274557165881% -2.1704757385617%
TRRIX -13.4461656075036% -15.7688387325461% -10.5815910806731% -6.29383115751222% -4.56936473895562% -2.04700036080791%
PRSNX -27.312150563334% -27.1862838428138% -20.8687355788645% -11.552690131924% -7.6626252129507% 0%
PPSIX -5.06903012679892% -12.415379169692% -13.0026754593928% -6.14343095178626% -2.05701075906602% -3.76610219425257%
PONPX -32.1628559769249% -24.6762565953444% -20.116331357004% -9.48633235210985% 0.0050111631893337% 0%
NPSRX -17.0985794467942% -18.9547712744036% -15.8997808377122% -8.3143118081826% -3.69139232667236% 0%
KIFYX -6.9171666750031% -8.98612365696726% -12.4237556048769% -8.8053543983072% -5.26976674567975% -5.91101437190276%
GSZAX -40.3304581800973% -19.6512280757043% -14.9101640090591% -13.9792097678319% 0% 0%
FCVSX -4.77445739581871% -9.50202896674734% -1.08953114275198% -2.9302325598196% -2.55052407023476% -2.11743398435923%
CNSDX -10.4307456290082% -13.0740149996192% -4.05935609503467% -3.73705915548213% -2.62824844790287% -0.949933162621993%
CCVIX -9.25886446970969% -14.5124422012262% -5.14956732221558% -4.52219067843497% -4.93898841165265% -2.25746730457959%
BASIX -32.1668696570661% -30.7735467679768% -20.6070832375273% -12.4547968533441% -6.13325763649836% 0%
ARTOX -11.8490828509191% -9.6921838900306% -8.12209686715474% -5.35598484334921% -3.49773046580114% -1.55940118392505%
TIBAX -4.47832367923857% 1.49985143901807% -5.13166500671785% -4.90929375145041% -4.46124390382027% -1.08603279423774%
NBHAX -4.51986835242034% -2.21496719562934% -6.21930847176101% -4.33108887125565% -3.0472625210069% 0%
LGMAX -6.47562724468613% -6.43606123039309% -6.2818148427274% -3.86505070682641% -3.60112633804629% -1.25242519449213%
CVLOX 4.99409259409349% -5.72998541332148% -2.10014588445417% -3.96447522236453% -4.96388565462749% -1.97655237691641%
LFRAX -35.8381075880756% -25.3006555406309% -16.1818979674911% -9.84910435349466% -6.63804922123144% 0%
VEIPX -2.14210559627967% 0.909920306190024% -2.99579093954936% -1.72071235888436% -0.376104290287826% -0.100244772659119%
SWDSX 0.488358389075131% -1.69416748482452% -6.28047161617868% -5.73222569849039% -4.20887703341032% -2.54292252404124%
PRFDX -4.86623461135436% -0.797662362713566% -4.85851548245229% -4.20251216354271% -3.65441717716805% -2.55314630919949%
MDDVX -6.91101566732777% -6.47325473115491% -7.45926803978134% -4.51223630483614% -3.64397670317207% -1.40762443404973%
LCEIX -5.57239201791075% -0.760902649585516% -5.65222043365735% -3.69162956043081% -2.35570246382537% -1.38691541481318%
LBSAX -1.22055107219438% -0.398847831106486% -2.21319567291578% -0.784337551032031% -0.288934575060773% 0.644293491485577%
FSDIX -4.19631640487761% -4.04947025062543% -4.12748155037544% -2.40378024166296% -0.801243474037104% -1.81208209850708%
FEQTX -5.41628460016736% 1.20781576077161% -3.85335176114915% -3.58689473060376% -3.59183256562047% -3.19301304978423%
VMNFX -23.2167755490707% 18.1442210210648% 0.394834204216124% -7.76481495243479% -7.66948178074349% -5.39334669354932%
JMNAX -11.0224853494305% 2.59806774214207% 2.90802177382901% -5.72420615600311% -9.44182707322313% -4.81489665473211%
CVSIX -35.6253551878607% -15.2846456153238% -11.9717125203044% -5.50533410035% -3.84822695420717% -3.48791170409687%
MLSAX -11.3979557846635% -4.53049524313285% -3.43481032239698% -3.6936401680077% -6.21546117766697% -2.97029812451386%
MFADX -22.4234034805571% -2.41768030634569% -3.35465703735786% -7.8241602801431% -6.56524276296979% 0%
DHLSX -12.6857416635558% -5.12001747509364% -7.54846435921458% -5.89135941969817% -5.55286607221463% -2.29596286957874%
BPLSX -5.46780656827584% 10.2401610302516% -0.630808835858623% -4.61648658030673% -3.66921869721152% 0.352765572748488%
BLSAX -13.0892759850008% -10.8205287494129% -12.5990861778625% -11.6505651131246% 0% 0%
ARBNX -26.6853305583645% -14.7411290899541% -11.5834234420376% -5.88774306375797% -6.44734148752541% -2.16901654496891%
ADANX -28.4824065992558% -25.9708319416502% -3.14571435651765% -3.61904517605152% -6.05097353621503% 0%
PYTRX -23.7360351232656% -14.6914103013701% -19.3299287787774% -11.6439654532167% -10.344695323741% 0%
PARYX -40.3140149188754% -42.1047975199812% -28.0339034020738% -14.9176580817545% -12.5808102734867% 0%
JHAIX -27.541759301226% -9.89779171220817% -10.6528209555905% -10.1514148567004% 0% 0%
GARTX -19.4967896387113% -10.7680573787393% -10.4437617776509% -7.2842299075144% -8.48132932995676% 0%
GAFYX -32.5168899841721% -11.8008680812883% -16.4149135155848% -11.8783245144872% -9.77773669435632% 0%
EIGMX -19.4175067331216% -14.957945928144% -11.7568714586591% -6.95468379647386% -6.67063574257679% 1.48958333674882%
DVRAX -14.6379567887548% -8.61806986260547% -8.65613876072546% -8.22608783725102% -4.87553238233442% 0%
ASFIX -55.8245527332296% -24.5128294628807% -32.5995026560449% -24.5976745397577% -21.69232752202% 0%
MYITX -12.0714646318929% -7.36018045326789% -10.8531276479632% -10.4524354023486% -9.70129084089766% 0%
VGLSX -5.9923815113161% -6.41998495226378% -9.44076885595071% -9.02683295369374% -6.89511085977978% 0%
TIBIX -4.12705537649509% 1.86790097028774% -4.8199882222025% -4.59249303565452% -3.77780782218133% -0.473912953176416%
PAUIX -25.2741494575752% -14.9566622039734% -13.2668531079763% -11.3740669612347% -10.2303299375496% -5.35310711495426%
MFWIX -15.5507686222388% -7.70476638375194% -8.62602889611144% -5.71988591915354% -4.84186295418141% -1.55687133900757%
MALOX -11.5342711597956% -11.6121528241016% -7.75408221047748% -6.19947032189913% -5.9372774936011% -1.57772321837487%
LSWWX -6.19691947552959% -6.17724239359456% -5.97851165749107% -3.550216890868% -3.16251200615273% -0.859059468309555%
LCORX -13.8561176009001% -3.35203624659205% -2.99987235701734% -2.81112035590366% -3.98508964748907% -1.36031682665397%
IVAEX 1.36319780338232% -2.52972610163043% -3.91439600903391% -8.30572656920534% -8.00228934711248% -2.27304458719139%
GMWAX -16.1346208800374% -6.8760593361366% -10.3590549228169% -7.7561627661586% -6.57611603466387% -2.64969474811036%
GLBIX -23.179107228302% -8.42848571436864% -7.88799452346634% -8.09713053092861% -6.29050085641497% 0%
GBMFX -21.5759658148994% -3.63396109360212% -10.9755486906722% -9.20185356366854% -7.0889673206271% -0.908543500221347%
DSHGX 0.77768364950991% -0.59461583658318% -2.61891335720414% -3.21223066309775% 0% 0%
BPGLX -10.8842330197516% -11.1867184705795% -9.27324496494567% -7.03312510861687% -6.66428331022413% -4.82004791204603%
SFHYX -23.846324929999% -18.9199787086694% 0.431994946901758% -0.973141260870943% 0.348659022436694% 1.96422763667452%
PMSAX -26.5169060078984% -10.9654434918115% -9.82597994785096% -7.93732551412187% 0% 0%
AVGRX -14.9665374565611% -9.28016418519963% -10.4524995482369% -8.53781494082884% -6.28797007706742% 0%
AOR -10.7581403384369% -7.03784705092467% -6.88111258947102% -4.48910229498066% -3.34650657077235% 0%
AOM -13.8537979540659% -10.0357294422425% -9.50586737974114% -5.73784303201244% -4.10955372760067% 0%
AOK -15.5403364207858% -11.9760714338888% -11.5775011754631% -6.80381322263052% -4.76783341930624% 0%
AOA -8.06107329218682% -4.94696346216991% -5.18362915533557% -3.84092726181057% -3.28293127645193% 0%
FV -11.3592316941613% -3.01093871227281% -2.5030613527889% -3.51496361695527% 0% 0%
PGX -14.1213466223284% -10.9269056741362% -14.5476516056463% -8.37379725525524% -6.15584734346581% 0%
PFF -11.9434465122261% -10.6380343866647% -12.3145204182983% -8.14109674131711% -5.888616262225% 0%
MDIV -9.19361838051774% -3.0077384824143% -11.4824355476637% -9.77750379773327% 0% 0%
IYLD -18.3147073050019% -12.3879098731142% -15.4189067265163% -10.5024791905381% 0% 0%
INKM -14.8939779406405% -9.61438590955116% -11.7097229532984% -8.00339098478272% 0% 0%
CWB -13.5201540421233% -13.8052988550272% -4.41594825223062% -3.45935796287518% -3.20411730805644% 0%
CVY -13.0770844367937% -2.81471896408718% -8.96863762721961% -8.36208644035531% -7.13680315305899% 0%
BKLN -4.71895780305882% -2.46824253486842% -8.23031244374202% -6.42877657848112% 0% 0%
BRK.A -15.3922132804715% 5.39024496217355% -0.582807729781036% -1.86968622854885% -2.14214165562837% -0.691100181647341%
SDY -12.2945385315578% -0.618144482028759% -5.277156073368% -2.82048526697827% -1.50130186288315% 0%
PID -17.9886291647015% -3.77310613104893% -8.27874678744192% -8.95901045293803% -8.45118956312331% 0%
IDV -18.4937079401838% -5.03083841655913% -10.8875817513961% -9.54081286625625% -9.54509450886517% 0%
HDV -0.96974957908607% 2.03093317611906% -6.40087541922146% -4.13178439149495% 0% 0%
DWX -21.4207636459479% -6.97916230175021% -12.6652013300297% -10.6482930773736% -11.5720733040198% 0%
DVY -7.66733864993629% -0.584413604508448% -5.91224660307543% -3.60253144755114% -1.63708431357365% -2.48784704660694%
DLS -20.2877486416106% -9.31697208538836% -11.6812825489945% -8.48924833632788% -8.28438429703923% 0%
DLN 2.11630141827703% 1.97138031412785% -2.43386033810162% -1.45288591183914% -0.281322859435637% 0%
DGS -18.1482067107827% -5.0333744050546% -8.33795035070511% -8.02840664717141% -9.24237727015054% 0%
DEM -13.6722847386056% -2.74434147510789% -9.41063935207711% -9.1270272995234% -10.2988554773386% 0%
BTAL -36.1931901887874% -0.585181701935702% -17.4107476270511% -11.9826522741968% 0% 0%
MNA -31.4287296552305% -24.6308359141407% -19.0482848420441% -10.2998023032921% 0% 0%
RLY -23.2249484981849% -3.52216248392331% -6.31216965338995% -9.00813848610669% 0% 0%
CSM -2.77451582354097% -1.07340081823785% -1.85212324699302% -1.74589431313514% -1.22291670828155% 0%
QAI -14.9020764394028% -12.5653767553023% -13.0052395760154% -11.1943815957897% -9.72268236393642% 0%
PWC -2.94923086733948% -2.36357074654947% -5.78056549904973% -4.89411828760761% -3.88116486093433% -2.60196650382191%
PDP -5.30056345926132% -6.17618633661646% -4.78740523895878% -3.57348768010748% -2.15674741852978% 0%
HDG -21.3943451280586% -15.99715383538% -12.6007853987659% -9.92743134669699% 0% 0%
PRPFX 21.8639001718069% 3.57022482236332% 1.93717680095135% -1.76712918113231% -3.62226366825775% 0.162336756747518%
RSP -9.8347754781837% -3.45390320807836% -4.08698771008982% -3.26258668155964% -2.19698261047996% -1.52677000042824%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN 1.6% -0.5% -1.9% -1.2%    
Peer Group* average
60% Equity / 40% Bonds -5.3% -4.3% -2.9% -1.1% -0.2% 0.4%
Global Equities (ACWI) -4.6% -3.3% -3.4% -3.1% -4.4%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -10.3% -8.6% -6.0% -2.1% -0.1% 0.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 4.06156267364312% -1.29545198904449% -1.03739418860529% -0.49925625472063% -0.0440316495261044% 0.663441505729655%
VYM 3.6016268674452% 0.882537659471281% -2.3959885233662% -1.37163229195192% 0.113018663566763% 0%
WFAIX -1.35465858175508% -3.1106411862758% -1.64899581158788% -0.468060197799187% 1.00799120539411% 0.316412837559726%
FPACX -0.310714631218318% -2.00381488744348% -1.87719579922164% -1.56640646164718% -0.778597631932488% 1.00028807319056%
VGSTX -6.12673761595258% -6.44454148656701% -3.90355927451568% -1.53744235802992% -1.04900126024132% -0.11470290455729%
VWELX 0.37337628135483% -2.83509197902945% -2.38369455640327% 0.186833089569647% 0.683752522525988% 1.38736551617238%
VASGX -2.42879639252281% -3.90602845671099% -3.57766954472644% -2.49162144712914% -2.26576414091017% -1.57444175401414%
VWINX -4.88457681726881% -5.29715807152759% -4.17341512416526% -1.12504433914053% 0.746054297836166% 1.36320172053771%
VLAAX -6.45368284034684% -4.79150515663001% -3.96995165812729% -0.941879485665363% 0.326308278123046% 0.385954567239529%
VBIAX -1.28319136842317% -3.57724577008177% -2.32702156757151% -0.878286289819606% 0.0536105822605446% 0.58626308701614%
SWOBX -3.2529059582816% -4.77993345960259% -3.27029562769435% -1.87377861502239% -1.08205906564982% -0.520556085539522%
JANBX -0.926721253597837% -4.13214458344079% -2.49507321323856% -0.562838574759876% -0.273810978235993% 1.63249971941054%
FPURX -0.299405435282932% -2.20497325319492% 0.0870512468815861% -0.178705755188178% 0.269197103642789% 0.668122007466919%
FBALX 0.310597180943805% -3.01333598715313% -0.762928225516514% -0.658406413327071% 0.0110507631258567% 0.640262260960346%
DODBX 0.353398767900202% -1.57002050112961% -2.15422655345084% -1.88487879821909% -1.07243036912692% -0.979228419609033%
COTZX -6.884260042451% -5.46209116951707% -0.0866419880317588% 0.38771254016305% 1.23754423068664% 0.162260362425281%
BETFX -3.95720078524419% -4.64496359576076% -4.74219593269957% -3.18533779047044% -2.68873606357069% 0%
XCOR -1.62089952134968% -6.68675659851524% -4.96309240236096% -3.75386932957785% -3.96616142913548% 0%
NAVFX 4.05369736642157% -1.02331355293815% -3.13219768849399% -2.82236417365551% 0% 0%
SMIFX -0.057131047461997% -3.53126454206965% -2.30338013316193% -3.0930767251716% -3.13125302913083% 0%
VWLTX -15.3981207121465% -9.53979558481375% -6.39295916994592% -1.83410251168376% 0.446961209848872% 0.602360386477841%
PRINX -13.212297257858% -9.18412206185238% -6.30126582426349% -2.01886663186817% 0.454655510354148% 0.653357986469811%
MDNLX -12.9702302825002% -9.72526780361833% -6.91644208286007% -2.65042584867208% 0.0624382752550054% 0.302909107773916%
FLAAX -12.9797612192459% -11.4845181805009% -7.92148798464621% -2.58663881047129% 0.378010055763765% 0.377043588407856%
FHIGX -14.0568569958879% -9.2206404818118% -6.22660799212617% -1.89736066240463% 0.438578110475156% 0.633023679277335%
VWIAX -4.75521834508193% -5.18892124954371% -4.08312212586163% -1.03306955005191% 0.744070390148307% 1.38868686717092%
VTINX -8.23193164721261% -6.82967461739719% -4.68451181077545% -2.03920190110165% -0.721143331939458% -0.0347259182664676%
VASIX -7.66368266663079% -7.26125826906564% -5.25057885537854% -1.94137374487875% -0.563958834683203% -0.130407057600606%
TRRIX -5.50240647925427% -7.83676908714591% -5.15919791891806% -2.7486211283506% -1.90416468315484% -0.802125669399102%
PRSNX -10.5686644746112% -10.1504293992932% -7.53009960777829% -2.91730887075442% -1.10277617172393% 0%
PPSIX 0.35771363239343% -5.30941907679897% -5.1548457401011% -1.23948823734902% 1.09595263950369% -0.168569485745394%
PONPX -12.3348687602936% -9.10493352592784% -6.55900505466543% -2.05274192421304% 1.82056813404916% 0%
NPSRX -5.62258379160526% -9.01389029530762% -7.45217257335504% -2.52932833616546% 0.383971296397432% 0%
KIFYX 3.8046755857036% -6.04592149051905% -9.87472193548327% -5.32830736851841% -1.05543296324043% -3.41296430529517%
GSZAX -7.18810818718801% -4.54457226266313% -3.59448527014111% -3.13330262198258% 0% 0%
FCVSX 2.24009341043552% -6.27250014443642% 0.44962572651316% -1.23361563362394% -0.845700070816536% -0.762457966438867%
CNSDX -3.51242501726514% -8.42658730984354% -1.96959180452526% -1.73295354154156% -0.820892028642344% 0.199561137055435%
CCVIX -2.89268055296236% -10.2708211932% -3.03507213504721% -2.49179012034015% -2.60537746104056% -0.894618675456391%
BASIX -9.8662633353727% -7.48995191393256% -5.00132785131541% -2.29121255889616% -0.314496574886265% 0%
ARTOX -5.50589982053465% -5.5034196693215% -4.15340782146212% -2.55021921775229% -1.54015389291955% -0.615361759907273%
TIBAX 4.66939826884278% 1.61946603649026% -2.89836158002233% -2.79170615791495% -2.16217066709263% 0.0529276701729131%
NBHAX 4.02078172023709% -1.44417189097407% -4.37968339360891% -2.78977010040872% -1.41651108096904% 0%
LGMAX -5.00907777149806% -6.24027298951138% -5.16249940125202% -2.81299523380039% -2.50070447511981% -0.51016572941687%
CVLOX 7.54667811906592% -4.9177313892203% -1.3955057638262% -2.94268437642245% -3.34359875395224% -1.05254314767709%
LFRAX -0.879944943719359% -5.06957772545163% -4.94277481165168% -2.10260301220647% -0.558149110260947% 0%
VEIPX 4.89565737137681% 1.29104212113198% -1.62652700313191% -0.756335222879885% 0.460185115197243% 0.391409822898076%
SWDSX 5.92215102687449% -1.08507027280609% -5.06931947131367% -4.93211822470067% -3.425815087611% -1.97268740683429%
PRFDX 1.04282669207938% -0.229547810900095% -3.58178502052505% -3.27455203953221% -2.77609121842822% -2.11261381271965%
MDDVX 1.39287636094487% -4.80756088616292% -5.27069553617902% -3.00490235484471% -2.22501507399761% -0.591154452607301%
LCEIX 0.69960181731026% -0.202334807738624% -3.92867838063476% -2.17608360761611% -1.10576151452543% -0.679185705785611%
LBSAX 2.38714861162319% -0.0800802030790946% -1.33394304306563% -0.231029198125775% 0.216661092847165% 0.844391662990676%
FSDIX 0.0705922349851562% -2.76608577498383% -2.74236953682844% -1.38462322892504% -0.0907157941467052% -1.09869830549325%
FEQTX 4.73326961830306% 1.65583954313191% -2.35641586366511% -2.49905122646445% -2.66261239492998% -2.8064452853212%
VMNFX 7.85811232263395% 9.88243116020782% 5.60892428471083% 1.80205833837062% 2.26753882193288% 1.31243438017553%
JMNAX 9.75702226324119% 1.49352426030817% 3.75352849728371% 1.46649912505245% 0.500118980007896% 0.799606897995033%
CVSIX -2.63807246696746% -3.84830697077125% -2.24983904398498% -0.828514656564343% -0.52208460925914% -0.714564371391707%
MLSAX -8.68180143824124% -5.78551485726146% -2.31711698184895% -2.55434343515996% -4.06230241125253% -0.687415731671408%
MFADX -0.93783872673813% -0.637399848945838% -0.500711836702949% -3.57308708000347% -2.2836004662777% 0%
DHLSX -3.15131447692734% -2.91282642994945% -4.45611215177932% -3.53173427674933% -2.97495192933723% -0.814190373553348%
BPLSX 4.34259447996176% 8.45130558261589% 2.67910979803% -0.712466383820476% 0.446711582178115% 2.83993535155671%
BLSAX -3.41469728880706% -10.076213380137% -9.59381691080929% -8.10519467743495% 0% 0%
ARBNX -5.37909631597708% -2.86236988372243% -1.4382639762199% -0.10689849490326% 0.0798199555423169% 0.619825703503278%
ADANX -4.08412258426295% -4.76205554864597% 1.29463683183572% 0.928918769933467% 0.585631030209351% 0%
PYTRX -10.083302010622% -4.41605187121837% -4.76372582023528% -2.18587373521862% -1.27778158875822% 0%
PARYX -5.61873402719561% -6.0546586567104% -3.87613398037169% -1.51818357485828% -0.89488534221576% 0%
JHAIX -6.11908694583065% -3.738720865994% -2.7441247008474% -2.43214878906853% 0% 0%
GARTX -5.2235972201827% -4.0056397988346% -3.7515249248986% -2.50240581823584% -2.84397103779803% 0%
GAFYX -3.86950103300732% -3.53273327635625% -4.29118133037249% -3.50975816705698% -2.80645248819948% 0%
EIGMX -0.636675060357044% -2.73558100795865% -1.51469045625041% -0.323690335101992% 0.0523485392326513% 1.43159739033829%
DVRAX -1.34608889619142% -2.55983638161256% -2.28862262145962% -2.00886291071895% -0.419788065555696% 0%
ASFIX -5.716657550305% -8.83995491658883% -5.26129729559268% -2.45177699732197% -0.527286822833608% 0%
MYITX -3.11258479911756% -6.96319224021687% -9.27906303803064% -8.81320101728859% -8.44242293166245% 0%
VGLSX -4.16657365850505% -4.50079881397974% -5.71302047733291% -5.70361879155281% -4.35801089055641% 0%
TIBIX 5.00983136432627% 1.89125169446107% -2.63278583276266% -2.50978088776845% -1.60730055752929% 0.570552143680128%
PAUIX -12.9369954763853% -10.3922629590167% -8.59365043875986% -6.15700334649316% -4.22688022839432% -1.59402849062469%
MFWIX -7.11470718756309% -5.26253583069826% -5.12575554654005% -2.99283890350673% -2.34889000176129% -0.405883903158493%
MALOX -8.57328545496393% -7.45269601148228% -4.57029425241256% -3.43776596785498% -3.27834403406766% -0.444088206463161%
LSWWX -4.73246032743363% -5.98348814321264% -4.89453649410535% -2.55048465005354% -2.11791614028448% -0.147810648244776%
LCORX -6.52523751257183% -1.67089915731343% -1.17244708864134% -0.913785872270398% -1.67278083370577% -0.142016568301113%
IVAEX 1.51465378093103% -1.71482663000418% -2.64982862967811% -6.47972215282001% -6.17629754127493% -0.295819530199404%
GMWAX -8.88987622129119% -4.50277161292184% -6.02257083154006% -4.1791447012029% -3.26582584459069% -1.02046610138253%
GLBIX -12.9647936419398% -4.79693530902135% -3.9298367801076% -3.90424390069189% -3.02020341790086% 0%
GBMFX -7.84632818427138% -1.23354208463911% -4.0732281306836% -3.44344599157229% -2.15139445908592% 0.652254670066645%
DSHGX 2.28911634726878% -0.388239118084348% -1.97929854993087% -2.64202662107836% 0% 0%
BPGLX -6.57828691671056% -7.39199975419189% -5.90905948913173% -4.34301641845136% -4.21956090319649% -3.40217688821793%
SFHYX -8.78550330091582% -6.76235212875312% 2.27049859762678% 1.16981005724022% 1.77801868798916% 1.92314367184205%
PMSAX -3.74611764170798% -2.99902282868169% -2.61841892336515% -1.90350467608914% 0% 0%
AVGRX 2.74698831879063% -4.78656635237632% -4.27884238999499% -3.4788748202411% -2.47482532371842% 0%
AOR -6.9308836158066% -4.97354022591291% -4.32921350461093% -2.58275495268774% -1.8279630079125% 0%
AOM -7.51474614870985% -5.97473278296609% -4.648925184951% -2.41990245027301% -1.50767949559798% 0%
AOK -7.66548667030544% -6.46904164777413% -5.00786799903833% -2.39958682888214% -1.21489252634614% 0%
AOA -5.9526761976016% -4.06481541444423% -4.02748932816399% -2.84518154897425% -2.48157066382664% 0%
FV -14.5415612345927% -3.05766239401282% -1.54097179052632% -2.85955549885342% 0% 0%
PGX -8.04312958433655% -9.08170438177141% -8.72890214212881% -2.89984392599929% -0.430801654758087% 0%
PFF -5.3750659061807% -7.50783969024238% -7.38713549135474% -3.39182456476675% -1.20307711677157% 0%
MDIV 0.135660573782882% -1.86462115369549% -10.1373292825489% -7.64676903214718% 0% 0%
IYLD -5.67720679659171% -7.73884621911119% -10.105959747027% -5.6251914091609% 0% 0%
INKM -6.19926831134192% -6.18202661841646% -7.41893508179976% -4.27656598540889% 0% 0%
CWB -4.85247982770988% -10.096980129455% -2.32489836598497% -1.67661602083456% -1.28098661275825% 0%
CVY -5.30613165556355% -2.30431846301729% -9.08087183927859% -8.24310677878372% -6.01756903704058% 0%
BKLN 1.59166102815759% -0.502442426994405% -1.85127680120153% -1.21398103593693% 0% 0%
BRK.A 2.62861382495602% 7.64577567644162% 2.61187888783911% 0.952596067365759% 2.98925524113114% 3.16674871733161%
SDY -1.35888629160926% -0.00163547746838111% -3.7405513312872% -1.54147984996707% -0.196367280232877% 0%
PID -10.8062575877271% -3.19474507515779% -7.37532913826501% -8.08642259735775% -7.31983079110954% 0%
IDV -6.6332163167519% -4.29589591752282% -9.50714102144134% -8.04221708393867% -8.45542352006845% 0%
HDV 9.85305246387028% 2.57248576377959% -4.19187159849047% -2.21546783544652% 0% 0%
DWX -8.24962171668284% -5.2818440534928% -9.24086819349725% -7.5492493837103% -9.47104963526907% 0%
DVY 7.0162828140771% 0.307254407264792% -3.91916856547605% -1.69098547953507% 0.467085991339149% -1.05946794175634%
DLS -12.2349070970564% -8.74284282529163% -10.5874839746185% -7.03199015952027% -6.70889140773903% 0%
DLN 4.01075339220231% 1.9540880805054% -1.65013124916442% -0.902407371802584% 0.238005446469893% 0%
DGS -9.62900635600003% -3.72648022555752% -5.89026437200314% -5.64844976097869% -7.23149860182645% 0%
DEM -6.26115821021432% -1.43529840553664% -6.38093178943039% -6.49609258750915% -8.03954618740883% 0%
BTAL 21.5229276715613% 5.24567456126266% 1.40558508604202% 5.13289348741651% 0% 0%
MNA -2.75760218956994% -5.12290488583055% -4.18206371830613% -1.20774932968465% 0% 0%
RLY -4.09922424773201% -1.9172464388113% -3.12583492724192% -5.58451874388092% 0% 0%
CSM -2.30978701313716% -1.04601801887151% -1.77549430432466% -1.67406569006791% -1.10811164487686% 0%
QAI -4.29215917087409% -4.51021315661921% -4.08299681713468% -3.39234840547221% -2.67640691169279% 0%
PWC 1.49213755254741% -2.35086303245363% -5.46919278179652% -4.49454442673281% -3.4130974347407% -2.20226880153013%
PDP -3.93541420236671% -7.12685086163484% -4.37059145155319% -2.93549478077152% -1.18169390764657% 0%
HDG -3.85252139912817% -5.84136897133949% -4.29481290518501% -3.33757161641283% 0% 0%
PRPFX 17.2101982124929% 2.44302092765164% 2.11005155419641% 0.241181897685022% -0.430001146810691% 1.57311577168435%
RSP -5.81250743567472% -3.37895108552363% -3.84092042438686% -3.03022901482411% -1.88999594206702% -1.38769106067464%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN 2.31 0.09 0.21 0.29    
Peer Group* average
60% Equity / 40% Bonds 1.99 -0.04 0.46 0.60 0.82 0.62
Global Equities (ACWI) 2.11 0.10 0.50 0.52 0.59  
U.S. Equities (SPY) 2.46 0.29 0.69 0.73 0.88 0.62
U.S. Bonds (BND) 0.70 -0.85 -0.46 -0.09 0.21 0.28
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 2.0288569002984 -0.140326606101813 0.245145926848284 0.370091822100997 0.645135451576401 0.648045771615391
VYM 2.23317065733857 0.296467097186456 0.496297602272205 0.584265288829619 0.823809245154895 0
WFAIX 2.32586129635414 0.0357267613494957 0.525682655389488 0.645857651052842 0.929983469545346 0.614041545055078
FPACX 2.07871169715811 0.0896331771184736 0.498352418598965 0.498691875065809 0.691858726836164 0.614714280355717
VGSTX 1.87894810574254 -0.167344974188878 0.390180670908047 0.509860776245192 0.698037466234041 0.552398523562199
VWELX 2.51587239679765 0.0429862301829173 0.481091727093053 0.64684131668345 0.851014840835024 0.686841721236054
VASGX 2.20879115569749 0.0199497562722097 0.448011797951873 0.519048680115888 0.683149955285756 0.491009584709202
VWINX 1.47801880112025 -0.265922255369884 0.177169468583942 0.456869600818896 0.816104467644233 0.683684034107298
VLAAX 1.7439279154447 -0.0468182024047144 0.371244526742964 0.584187398130053 0.832568054859891 0.601657029180707
VBIAX 2.31958185605838 0.00679513533602138 0.490674278690132 0.618001863254435 0.850843926229105 0.645373134343231
SWOBX 2.16740944469919 -0.100268236507856 0.40804973956872 0.523183515646747 0.739098089137914 0.53561942863427
JANBX 2.3485813462652 -0.0500023284568364 0.46748459939081 0.637791492921701 0.810744783433545 0.727739545696782
FPURX 2.43649619913512 0.109475986234609 0.659726411185221 0.683366996238284 0.871010596276024 0.650493757165505
FBALX 2.50577306703901 0.0648559315652018 0.614605823967634 0.65435718788637 0.853167142303395 0.645861899730612
DODBX 2.04958076355011 0.119749950775013 0.485227356893153 0.521159804978571 0.732836149024051 0.508585603360825
COTZX 1.42459048532616 -0.300618525456969 0.513729648052724 0.591769584234459 0.846822257661533 0.530682511138248
BETFX 2.00458892361569 -0.0976432428946601 0.294906685645862 0.380709451362694 0.566099843973783 0
XCOR 2.1913378742428 -0.114855726829407 0.393423610493155 0.466985231588098 0.601496436179782 0
NAVFX 2.62111607256806 0.217637475603599 0.50775846334057 0.533880768563944 0 0
SMIFX 2.28598506816585 -0.0763702850567051 0.459087308433797 0.442401258134401 0.599754974091316 0
VWLTX 0.405574648578765 -0.814801454080424 -0.389650169488201 -0.00693999074469156 0.313616005587671 0.276506199066873
PRINX 0.45863416200988 -0.875197800877583 -0.408488753375851 -0.0461989778819448 0.316979012967746 0.294588187079766
MDNLX -0.0507105745824155 -0.990338999261411 -0.520615110523635 -0.154913282512186 0.265838705261985 0.241234679401615
FLAAX 0.47805067915067 -0.985825450723091 -0.470500252973698 -0.0640865250154504 0.318171625062393 0.261089018687251
FHIGX 0.346218506713831 -0.876816678444712 -0.415662810542456 -0.0385542185378583 0.305201430191763 0.283155403229808
VWIAX 1.49952246762815 -0.255733640435848 0.186187398476098 0.468438332590774 0.81616909815264 0.687379097241132
VTINX 1.16339674381517 -0.509223358484997 0.0446700486326994 0.300306492528632 0.615780319858326 0.500205402741317
VASIX 1.20705051025005 -0.566492956655761 -0.114969885869397 0.20555721650678 0.522975895495496 0.43513521786111
TRRIX 1.57699437885155 -0.591502816790428 0.114676001975689 0.311294634130748 0.559065036698437 0.459642692465249
PRSNX 0.471520258513884 -1.17968844962505 -0.41889693876456 -0.0179187991814641 0.345138454245596 0
PPSIX 2.2278543576384 -0.416762627672025 -0.00781827697673789 0.321880706415999 0.71844105105236 0.370443872599111
PONPX 0.071951948507772 -1.05367437848654 -0.380665728827357 0.10210971316426 0.813669157000229 0
NPSRX 1.2909222917003 -0.780568281288019 -0.153462304581775 0.195092040207259 0.620994591201047 0
KIFYX 2.0127229750788 -0.215281382596594 0.0757092856896655 0.201264738306886 0.547915838369748 0.268367328187382
GSZAX -0.630738433638731 -0.762522012973944 -0.121792035328111 -0.173912457990327 0 0
FCVSX 2.20440119824585 -0.24871030055077 0.617911010000466 0.545155402928508 0.715870526056502 0.497500140932722
CNSDX 1.78154347838134 -0.450142970566264 0.470291254936737 0.491931531827653 0.704273184407351 0.55070252981001
CCVIX 1.87351893436979 -0.530161998522077 0.42337304946311 0.449048875643269 0.561345931718419 0.469688733058854
BASIX 0.0672601989477974 -1.3008080523581 -0.403860891571044 -0.0796485296999544 0.423523032643269 0
ARTOX 1.68393155322712 -0.264300431179061 0.242802380924623 0.372939146414091 0.630794423589287 0.49187392118876
TIBAX 2.20385479845784 0.337047484732722 0.432614747667268 0.432299065842182 0.59717352727305 0.549824789376118
NBHAX 2.19324143165007 0.154046313289808 0.373135815248589 0.46349684849062 0.682523870188601 0
LGMAX 2.02930681775884 -0.0600566626616536 0.370605132039847 0.491706337846549 0.652254928300845 0.542431484444639
CVLOX 2.81703694985702 -0.0292930320145825 0.58029344306461 0.489117839142421 0.564969549179618 0.494735294983618
LFRAX -0.257028583502389 -0.959298800372473 -0.179478081946882 0.0884867993744791 0.417260738214984 0
VEIPX 2.34943787009818 0.320943114109523 0.53769403504795 0.625114205332636 0.852965535863466 0.612520489270217
SWDSX 2.52806155463989 0.184037550766872 0.38122591761801 0.392292362877895 0.622337419013255 0.465323944253275
PRFDX 2.15006616293865 0.237505297222042 0.457238305519574 0.486562143092461 0.658623562173717 0.470721997482933
MDDVX 2.02041569826639 -0.0711983230276784 0.318084370169282 0.461169023379136 0.653088443234373 0.533551008734088
LCEIX 2.10572415887501 0.232550279025502 0.405164948163713 0.503873153750442 0.729851877369919 0.532710161049397
LBSAX 2.43218885559624 0.249011451033459 0.570014304447336 0.676674966656312 0.856142136474467 0.654117243938959
FSDIX 2.22023791596328 0.0477563196649726 0.465847286662455 0.57049209828231 0.818092714209462 0.506014667621351
FEQTX 2.10998958151506 0.336374572337504 0.502499941860409 0.519519764900728 0.662075537046624 0.431470780768706
VMNFX 0.80582649872933 1.18257861822145 0.692767774553071 0.229654536124695 0.369831155670171 0.250048810607814
JMNAX 1.76152021226857 0.360993738574407 0.789450868454235 0.347036858846347 0.241981558929866 0.276817196268027
CVSIX -0.223298316352173 -0.540730398944685 0.0182192246661642 0.324938304496605 0.577878088709259 0.353552872506291
MLSAX 1.64942351799552 0.0839522227245491 0.544748084167801 0.524244284783183 0.497068010000008 0.432263368729032
MFADX 0.867075475233207 0.123761240821519 0.504650138113858 0.241865965212664 0.455896635914971 0
DHLSX 1.62272796498236 -0.0136268346607775 0.299704757829508 0.367363914458619 0.523111711338061 0.468010042771245
BPLSX 2.1258524752499 0.772017690539086 0.649030136808687 0.448089818403376 0.647027177188176 0.63885530319
BLSAX 1.57263771006102 -0.303221046185638 0.0603301961575219 0.0229036905411791 0 0
ARBNX 0.516331791796627 -0.525601018929423 0.0351873451860549 0.303727414228783 0.411464413513639 0.431688583921852
ADANX 0.366622063741562 -0.99543332425971 0.477207844515802 0.465467894280547 0.454402765871317 0
PYTRX 0.766848758553354 -0.534130489256631 -0.352224017444285 -0.0293921254513679 0.172281379386973 0
PARYX -0.63627108083713 -1.64543668788872 -0.721345612684519 -0.215731124784747 0.0143809077797201 0
JHAIX 0.456620185141627 -0.278861004354036 0.0974560586857694 0.0661716612706808 0 0
GARTX 1.10440822623974 -0.327316304429487 0.110525372954316 0.243839663841323 0.302168015965261 0
GAFYX 0.04745565545922 -0.391857611437917 -0.202181286648605 -0.0361197539521091 0.228308980122116 0
EIGMX 1.12271582687644 -0.52744462348089 0.0326646068826368 0.24926194675193 0.401790579374144 0.657151752433319
DVRAX 1.49077654292687 -0.214669479824929 0.192069360962625 0.183040687464432 0.52945673504681 0
ASFIX -2.04780009573467 -1.19843039258441 -1.1466047198995 -0.890795709344595 -0.594348449646831 0
MYITX 1.64095288955961 -0.109092438780923 0.14750578764507 0.0998605346060694 0.279747633408475 0
VGLSX 2.08857550542274 -0.0793141036179978 0.188259611307196 0.164837012777307 0.436730546161266 0
TIBIX 2.22859837058831 0.355786048500279 0.448296218045747 0.451447075684718 0.640221671941217 0.587475243650016
PAUIX 0.647666169081596 -0.546386052759036 -0.000680002303127091 0.0186768834837905 0.212327982370974 0.26549994489412
MFWIX 1.39419297859885 -0.149305964834061 0.231948521746928 0.363274606033599 0.558634433682904 0.504791972214064
MALOX 1.69546787825334 -0.36716138969246 0.276155764054142 0.334371749961652 0.489946056459382 0.505468087785245
LSWWX 2.04784517164033 -0.0458168218535266 0.385824961185981 0.510636457108934 0.679668649543147 0.566585786539995
LCORX 1.52757809839585 0.0705915333536364 0.504362172657521 0.532978863511095 0.614343967770835 0.523634393886016
IVAEX 2.61933188479556 0.129539678502165 0.484681995752981 0.229772095713145 0.383568464622521 0.484960169372584
GMWAX 1.35237837036287 -0.10495515513587 0.144204061002284 0.240377175954289 0.448088137850062 0.434524493653786
GLBIX 0.813804514347584 -0.196807399409481 0.262819460610262 0.212707771201665 0.466323000153424 0
GBMFX 0.939691703833128 0.0543374979439207 0.102124675836559 0.143186486156602 0.408037302987013 0.538066425726055
DSHGX 2.55032437221203 0.243994364675926 0.560630490364446 0.541355569986641 0 0
BPGLX 1.74334655637798 -0.34485207975592 0.200051967074845 0.287142900456175 0.448817199564056 0.31275801516579
SFHYX 0.753642311770898 -0.786983411778876 0.651355224905399 0.627475213247432 0.863895439990324 0.699439988419885
PMSAX 0.533437742997723 -0.334789018182446 0.137406637875453 0.198474711988391 0 0
AVGRX 1.46243874735798 -0.246870153361864 0.125094566687163 0.182936071916772 0.464604022218321 0
AOR 1.75085400167513 -0.112485404718663 0.320156291741342 0.438114881031858 0.652487072035873 0
AOM 1.52966079524539 -0.281985893318518 0.172063057455641 0.347855264060924 0.589157909010421 0
AOK 1.40453867202314 -0.390016782888302 0.0612693763055479 0.277239954793787 0.538221812335338 0
AOA 1.93299770435315 0.00943235985588974 0.419765457559668 0.490186366745842 0.67082176877867 0
FV 1.64929455068329 0.147952972247709 0.582226665162408 0.538885575541387 0 0
PGX 1.48827693070685 -0.323132995435297 -0.0698241937236178 0.204839536349624 0.475107808987632 0
PFF 1.65894358003197 -0.313545719822927 0.0462523256519333 0.215676546932691 0.491450764338555 0
MDIV 1.87308565671984 0.109370134294757 0.132082576766397 0.146490594337531 0 0
IYLD 1.19064095946453 -0.410302172603768 -0.11428932863226 0.0724174694294431 0 0
INKM 1.44404282783113 -0.253966005884018 0.0784465306582037 0.225490722895892 0 0
CWB 1.54449260144324 -0.490243025036891 0.465461321843649 0.517991234784984 0.674802361929684 0
CVY 1.56433171701869 0.144562890312621 0.279608943464863 0.251913222380222 0.451019087796758 0
BKLN 2.30629260186727 0.0885075899629804 0.212482417185998 0.288444375454019 0 0
BRK.A 1.38381992158957 0.581463307072284 0.677183961995703 0.635032116079171 0.760651757344407 0.592119528090254
SDY 1.61979746066204 0.243396256839557 0.428137629740413 0.561271209190586 0.784377194482653 0
PID 1.20571236145159 0.0860291163665154 0.297484204063225 0.205782691777286 0.363582780174321 0
IDV 1.17018290509502 0.026452121502578 0.161854900625778 0.166496320498427 0.297729222493438 0
HDV 2.4617081218896 0.375278892965393 0.37150359434479 0.482438344941369 0 0
DWX 0.953613229982086 -0.0969670491479943 0.0430645997834753 0.0824495091521159 0.156673416190814 0
DVY 1.92843600863484 0.252844759205303 0.408252594865632 0.520203426234823 0.778593218391353 0.473019229584944
DLS 1.03988648555709 -0.217704626148857 0.113816286317029 0.228063807282142 0.372661494176819 0
DLN 2.64759868254242 0.372565058139452 0.56541980604311 0.641729366830351 0.858713337002404 0
DGS 1.19861924341597 0.0109008705792869 0.282352203856403 0.26023080717582 0.319022731523163 0
DEM 1.53354694013372 0.137625441729721 0.226570271045301 0.19439450209451 0.249806688301938 0
BTAL -0.219804361273564 0.259506756954834 -0.216718613242169 -0.00138818751680264 0 0
MNA 0.124631746088081 -1.01023456762659 -0.338538648423175 0.0550046959539418 0 0
RLY 0.807669935210136 0.0860701102616917 0.369115266387847 0.179767291562979 0 0
CSM 2.26615531749683 0.232883167147335 0.603747086976504 0.631941069123916 0.807869426935879 0
QAI 1.47033363531854 -0.416215806285861 -0.022891196290903 0.00120595991677812 0.217844938117458 0
PWC 2.24627762909735 0.171961541975613 0.417777453282034 0.450307347473366 0.651137330727148 0.471208613561875
PDP 2.06224787802819 -0.0269362736234801 0.469860343365851 0.53061697360331 0.756103743578783 0
HDG 0.951879558883301 -0.593957155976337 0.00129450715332713 0.081892463082246 0 0
PRPFX 4.11793512402732 0.433333728409883 0.757057665087161 0.606267564356945 0.641474999221381 0.615133066879217
RSP 1.78024145538761 0.107179755663693 0.500319458766569 0.545728104269694 0.751361427051455 0.540055486769416
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN 7.41 0.12 0.27 0.39    
Peer Group* average
60% Equity / 40% Bonds 4.33 -0.06 0.66 0.88 1.27 0.91
Global Equities (ACWI) 5.12 0.14 0.74 0.77 0.89  
U.S. Equities (SPY) 6.06 0.41 1.05 1.12 1.39 0.92
U.S. Bonds (BND) 4.33 -0.06 0.66 0.88 1.27 0.91
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 8.33360969612462 -0.184856931100603 0.325813955937201 0.501559494890391 0.923338993429078 0.926111307576775
VYM 5.34990724763099 0.451128445206776 0.752187791487481 0.89345145219866 1.3101113330687 0
WFAIX 5.07367568455301 0.0478284181593841 0.772164702251427 0.96158812038164 1.49026007948304 0.883180130238165
FPACX 5.82428939448549 0.125432278123976 0.715361142201208 0.72659630438749 1.03939319291061 0.891939983435304
VGSTX 4.55522201629802 -0.223484710887202 0.57163809130343 0.753248202088561 1.07260809274208 0.808079300265153
VWELX 5.98671116785977 0.0571942873407326 0.686557123680917 0.944703438969249 1.30679377053466 1.00212627677977
VASGX 5.46887633646069 0.0272552662110471 0.648471109592976 0.758657828079053 1.03775186616853 0.696953408820767
VWINX 3.44153550984669 -0.344049915856394 0.245080394776136 0.653093250798229 1.23530446248249 1.00564396941231
VLAAX 3.71776546774486 -0.062663134365769 0.530071335035057 0.855787948083486 1.2939753773561 0.869603303641739
VBIAX 5.13077179627597 0.00905054171383403 0.709838773525613 0.90802814618185 1.31172461758682 0.943540627511558
SWOBX 4.95252915684928 -0.12946765202748 0.576453038414387 0.748616227794359 1.10664111995682 0.763576327401376
JANBX 5.17029869144824 -0.0650907822232751 0.663419853359787 0.931482723357319 1.23139920938088 1.09471659586149
FPURX 5.71124808409598 0.146485124598401 0.982212686995475 1.01726649879433 1.35214611644017 0.951321184167677
FBALX 6.04066820048411 0.0868398539752654 0.911292612263963 0.974128055578672 1.32017450934087 0.940766899926352
DODBX 5.45489114953163 0.16596786447077 0.712078547330896 0.770394271227505 1.1252684180302 0.730417977457532
COTZX 3.19647552027009 -0.391541892943385 0.80935881673103 0.952250519487681 1.45299451875221 0.775527412701215
BETFX 4.51232998541863 -0.129430556162416 0.41392216897055 0.540818245282281 0.836673104239384 0
XCOR 5.85136884034313 -0.153400429061395 0.586222752664581 0.691293287072509 0.911630226993936 0
NAVFX 6.11281461527805 0.311885088930243 0.729413774894365 0.764159369701282 0 0
SMIFX 4.68566803440971 -0.0993785164502086 0.682736891568804 0.637917273986487 0.899168080914318 0
VWLTX 0.974979425923306 -1.01793110920274 -0.506025674062415 -0.00922329628624181 0.435638921927344 0.383173172508199
PRINX 1.16838068739823 -1.0685174553451 -0.516098484040942 -0.0596645519157605 0.431535745189364 0.407258467572455
MDNLX -0.0945850440794629 -1.13564567202161 -0.624692145264854 -0.190771213645681 0.352838380325264 0.326492942984534
FLAAX 1.13123198960869 -1.13271821486764 -0.570282571226989 -0.0798033136824731 0.419743241821743 0.350612717828114
FHIGX 0.780793920332706 -1.06931387651264 -0.525534905744197 -0.0500085507106328 0.414953644694868 0.386478671193276
VWIAX 3.50862934167283 -0.331521236687637 0.258046583051395 0.671169822646501 1.23618807098386 1.01215747952436
VTINX 2.27837787357725 -0.622789805759816 0.0589410624135938 0.40814277031509 0.889471898310911 0.70080566732958
VASIX 2.46893059165216 -0.70172664958302 -0.150113728164949 0.276739282341408 0.738034297983261 0.59862036612884
TRRIX 3.00314775704921 -0.690273450336775 0.150429627103723 0.422035907237397 0.803960200021681 0.645033706923241
PRSNX 0.931472874200214 -1.27112709532244 -0.495148470697431 -0.0220859346969546 0.449340490563043 0
PPSIX 5.73959333070441 -0.517541554128022 -0.00974590970242005 0.416278573280593 1.0007632225964 0.523170162788412
PONPX 0.108142922427542 -1.15786256612424 -0.442671654949883 0.123865717338594 1.12982539606995 0
NPSRX 3.2195150134083 -0.897841568932372 -0.185151668474129 0.24441050484293 0.845824470169521 0
KIFYX 7.18398308361028 -0.29390486154986 0.0941137416379523 0.257859300141064 0.732031488794915 0.360895097202095
GSZAX -0.864310167668925 -0.904253876274086 -0.15593620331861 -0.223599762089442 0 0
FCVSX 4.40178909027558 -0.306190893685185 1.00077356243094 0.863195163986489 1.15586252370788 0.705867706976783
CNSDX 3.70504073949873 -0.548406745913173 0.734570322914235 0.760277572424889 1.11978167831401 0.802647046370111
CCVIX 4.10396836344346 -0.63390664016147 0.665128831448059 0.693627744071422 0.878734810976393 0.694513694533625
BASIX 0.0983342861664705 -1.36099376842711 -0.475660539124814 -0.0967925778522368 0.562579072743255 0
ARTOX 3.57900812992238 -0.339158549696708 0.333945114524613 0.522360882147502 0.935528195413099 0.701541395253503
TIBAX 7.53092842311624 0.496406987792616 0.604284204985164 0.607694640232256 0.869735376056034 0.783801925072181
NBHAX 6.00377059553346 0.215869662299545 0.513367194843341 0.647405950608436 0.990587749464096 0
LGMAX 4.7880478925493 -0.081860672805465 0.532726395022915 0.722601986486994 0.993603885679008 0.785075401859589
CVLOX 9.07901598603733 -0.0391217560049352 0.886137872763666 0.74402762305003 0.874900496523273 0.723280097823013
LFRAX -0.33095944700796 -0.993455887077844 -0.197422948030269 0.100777466740962 0.495501256254156 0
VEIPX 6.06351432043632 0.483766265562451 0.813608905928696 0.954071452663366 1.35156580563635 0.897026593819206
SWDSX 5.16207421181098 0.266304987575348 0.533864325339422 0.555031452257927 0.922415043917657 0.657100560828816
PRFDX 5.83398931488962 0.344219476039124 0.669893931770038 0.717318880667126 0.999266594079088 0.676838492688471
MDDVX 5.77662669533573 -0.0979682064054957 0.472481346744651 0.692230709839815 1.0106390594844 0.787938224170886
LCEIX 5.21678070853676 0.343047139645769 0.585290033565686 0.738096856694869 1.11801152884905 0.765460183476761
LBSAX 5.28686336396422 0.366762935045052 0.871483866211117 1.04523101862986 1.36657033768087 0.971498483240335
FSDIX 4.76173777373384 0.0666031033629298 0.688325707815101 0.850297968743974 1.27687680308175 0.714146244521892
FEQTX 5.09230999778503 0.506994593825581 0.757692284768651 0.77935746054155 1.01352856329769 0.61952433197588
VMNFX 1.70063178897702 2.82783678214162 1.36627172631433 0.389114847406379 0.630455695811539 0.395199084440879
JMNAX 2.97524844150799 0.493100736433197 1.20805106910642 0.490587679377378 0.335863107372781 0.386862464826145
CVSIX -0.247699718518613 -0.603888281374944 0.0222783331781138 0.422737543251799 0.827806178366508 0.474759942417298
MLSAX 3.92033982165815 0.130331823408609 0.882216090733129 0.835392583550083 0.789502121068483 0.680610694187779
MFADX 1.81292454357529 0.176323020244401 0.801052797620948 0.362787669445143 0.701684471508226 0
DHLSX 4.46241594063177 -0.0182035071738768 0.417827194791329 0.523560220431185 0.773004368116204 0.678479243025672
BPLSX 4.74861558444259 1.32545238841415 1.06464350706817 0.714281688988794 1.0692753909344 1.07112691573854
BLSAX 3.52409688998338 -0.428053273713912 0.0854634664589355 0.0324243319036734 0 0
ARBNX 0.820609690315278 -0.626227343758696 0.0462077391708494 0.403323024648507 0.547437042943728 0.586637565127374
ADANX 0.579552670080524 -1.04575636273576 0.764432969622003 0.744838523483889 0.718697912590902 0
PYTRX 1.3484171090113 -0.683991127157146 -0.424526832001875 -0.0365985939895129 0.219828929028164 0
PARYX -0.789384904881611 -1.56298300684205 -0.77986981416275 -0.245350367226619 0.0167608225815955 0
JHAIX 0.681084544176418 -0.367659667450773 0.139182305523032 0.0935517751728107 0 0
GARTX 2.14683399099784 -0.412624854911481 0.146201197716586 0.32805679004188 0.41439854246477 0
GAFYX 0.0624239284944071 -0.496748913508608 -0.256841457462996 -0.045878363617695 0.30870873015706 0
EIGMX 2.03620265036348 -0.617830830539416 0.0398247563404241 0.315788163218459 0.525241502146979 0.902107801519548
DVRAX 4.36169008688865 -0.277763755819078 0.257547781355797 0.247819490153685 0.759793264840607 0
ASFIX -1.8731597935406 -1.32261589491437 -1.27104953429646 -1.05406672400499 -0.724754122081494 0
MYITX 3.64734061482399 -0.1524706246918 0.202768770002232 0.136126005450826 0.399801046774605 0
VGLSX 4.98087367651132 -0.105929564466058 0.254691576950678 0.225773479023897 0.637168254496172 0
TIBIX 7.7483851005735 0.526440339090524 0.628097587110236 0.636772040619484 0.938178367161078 0.84181870818026
PAUIX 1.07477813701106 -0.662508910964811 -0.000876316806158909 0.0246698288229649 0.287698273357511 0.36991992195788
MFWIX 3.04594077574738 -0.202687258073301 0.329369104446786 0.52694041689638 0.842005087755753 0.744323470779383
MALOX 3.36860040790215 -0.461901755061519 0.401107794332678 0.489730438279162 0.735463855469761 0.751027482740741
LSWWX 4.85327818670735 -0.0626713235752244 0.556717645296646 0.753998560306276 1.04196906776684 0.824519535159788
LCORX 2.64325349772688 0.0971095923702845 0.740329611256199 0.792099329126048 0.919464520235347 0.750921916751533
IVAEX 6.87167446105993 0.182129253847315 0.691889566061159 0.300628999718959 0.524968407772898 0.691750464089541
GMWAX 2.81492785080681 -0.144797527770933 0.199439865131287 0.340211149706276 0.658579005243527 0.632662565911812
GLBIX 1.34709474810366 -0.257165424058644 0.367008752159443 0.29812097816798 0.67928505916772 0
GBMFX 1.76610129699173 0.0779655067299417 0.138915671282404 0.199177740666185 0.588987704836625 0.796774321276361
DSHGX 7.42836506420736 0.353043534104277 0.819790435349061 0.791598143860619 0 0
BPGLX 3.94062658891077 -0.441410222111079 0.282509601631138 0.410332207806045 0.663953109973016 0.440687216350095
SFHYX 1.36548658260109 -0.964349184294637 1.1318188497912 1.0833650438301 1.55382330638781 1.2461641095994
PMSAX 0.782337833319701 -0.40881388593566 0.174210656408643 0.25437093441931 0 0
AVGRX 3.58949370564576 -0.326092788819868 0.171133947946639 0.247546997405503 0.697260581137904 0
AOR 3.74304174398701 -0.15089629885972 0.450666347663089 0.62595981573683 0.976422333999879 0
AOM 3.1044339860358 -0.363412395901456 0.2341633207805 0.483981215405102 0.859828468551833 0
AOK 2.78358980119256 -0.493501328946409 0.0817090893279969 0.378790908989674 0.763095564054316 0
AOA 4.37300754235359 0.0128837862049249 0.602263267586911 0.711178063013114 1.02363098926028 0
FV 4.24447153441741 0.223157405017145 0.938831161393126 0.821039653746007 0 0
PGX 3.48349932097847 -0.470610167974541 -0.102536659324906 0.304745585961797 0.731167787899947 0
PFF 3.89547365067238 -0.438230680081659 0.0651799096556058 0.308406656113648 0.745672569370795 0
MDIV 6.47691564228985 0.153865697757545 0.166690045734752 0.188612681958258 0 0
IYLD 2.75751032607373 -0.528619225081747 -0.140938454220111 0.0922930795064581 0 0
INKM 3.37391984902993 -0.331714101305383 0.101045503264358 0.298885892140943 0 0
CWB 3.20859633745671 -0.598543427135305 0.727964585978744 0.806988121883114 1.06209437937248 0
CVY 3.94448122892077 0.208827839591133 0.376025526667806 0.344728710157972 0.638517100734328 0
BKLN 7.41494626914399 0.116911491587414 0.274274385246173 0.389828711159874 0 0
BRK.A 2.91593218469045 0.939760835988802 1.12078515001444 1.0535907872071 1.34108910698512 0.987308370747451
SDY 3.67598996031705 0.37133261324769 0.636768786126719 0.852759161214181 1.24842637040423 0
PID 2.63120264269553 0.119873703938787 0.397929750077672 0.281517651724316 0.514708872397173 0
IDV 2.27662648313766 0.0365924849290088 0.217822571150988 0.229073911061248 0.428705503829027 0
HDV 7.51564674519951 0.571255541664097 0.55911600257483 0.730772638404508 0 0
DWX 1.75769247820328 -0.131123940331841 0.0563571167550287 0.113456535487507 0.221891105546407 0
DVY 5.17922988170437 0.367924808969131 0.580289657195053 0.75139311881171 1.18158454337463 0.657115398237011
DLS 1.91687257152278 -0.296927237356069 0.151296519055141 0.313378651948993 0.5340065729799 0
DLN 5.55962349294828 0.555007039040447 0.848843683868523 0.971080945573512 1.35757032717374 0
DGS 2.2838350174412 0.0158613942899146 0.3950371815699 0.372792920242001 0.462330614826841 0
DEM 3.28729599371175 0.213836170532229 0.327489762191684 0.289392081485856 0.371713082766412 0
BTAL -0.295274584848025 0.369871010452633 -0.278788794576705 -0.00190951394671264 0 0
MNA 0.176287511731985 -1.091189715327 -0.409100695193334 0.0708389569275142 0 0
RLY 1.49289078224454 0.115251164226096 0.503619385752643 0.247676828086196 0 0
CSM 4.9194886350887 0.328815291609595 0.893561703915212 0.940823516560095 1.25205638337099 0
QAI 3.1001499430902 -0.50764957056483 -0.0294409749197713 0.00158451132552322 0.297819445618873 0
PWC 4.79317531483406 0.246053727865975 0.595345955652959 0.645225087873502 0.975924771562091 0.670249573456932
PDP 4.60591454759795 -0.037063869882904 0.714254963159041 0.797901728457851 1.18424862920108 0
HDG 1.93078211512721 -0.699126033727822 0.00172243869990577 0.109634660312608 0 0
PRPFX 20.293648771537 0.613958376014556 1.15001948297797 0.952760952583859 1.00940887361867 0.941077754144999
RSP 4.08314084604892 0.157112417255959 0.754854739577443 0.823776840637697 1.18006437285634 0.802366476755499



  Compare: Risk & Volatility

for period ending October 31, 2024

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN 0.2% 6.7% 9.3% 9.3%    
Peer Group* average
60% Equity / 40% Bonds 3.6% 20.7% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 3.6% 25.7% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 4.0% 23.9% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 3.1% 15.8% 17.3% 17.3% 17.3% 17.3%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 0.0942507068802945% 3.92889924081824% 5.77865746473668% 5.7786574647367% 5.7786574647367% 6.52610595604717%
VYM 3.7358459376808% 14.1171997025108% 23.9747617149001% 23.9747617149001% 23.9747617149001% 0%
WFAIX 3.85481852315395% 20.3388445664856% 20.3388445664856% 20.3388445664856% 20.3388445664856% 43.4399289830792%
FPACX 2.0039100684262% 16.7341293146784% 20.5143346198719% 20.5143346198719% 20.5143346198719% 28.8397083844896%
VGSTX 3.38198647205412% 23.3380209165126% 23.8596472722462% 23.8596472722462% 23.8596472722462% 35.6399735576241%
VWELX 2.83344851416724% 20.2390069849169% 20.2390069849169% 20.2390069849169% 20.2390069849169% 32.5339153322434%
VASGX 3.27645051194541% 23.3966298925461% 23.3966298925461% 23.3966298925461% 23.3966298925461% 47.5514837493289%
VWINX 2.3800079333598% 14.7813673379793% 14.7813673379793% 14.7813673379793% 14.7813673379793% 18.8249785996597%
VLAAX 4.58499882435929% 20.618114445105% 20.618114445105% 20.618114445105% 20.618114445105% 39.8831191119739%
VBIAX 3.64103662454485% 20.7800997417202% 20.7800997417202% 20.7800997417202% 20.7800997417202% 32.45128394871%
SWOBX 3.36391437308869% 22.5628753663166% 22.5628753663166% 22.5628753663166% 22.5628753663166% 32.50122026317%
JANBX 3.58883473637572% 21.6249329734196% 21.6249329734196% 21.6249329734196% 21.6249329734196% 21.6249329734196%
FPURX 3.68352163975229% 21.8531626038402% 21.8531626038402% 21.8531626038402% 21.8531626038402% 37.897300318343%
FBALX 3.2025018434348% 22.1497654422949% 22.1497654422949% 22.1497654422949% 22.1497654422949% 40.4560373833494%
DODBX 2.45870149827123% 15.5617204898892% 21.0082943771304% 21.0082943771304% 21.0082943771304% 46.461390045495%
COTZX 2.93242487502295% 16.2868412539266% 16.8481077701444% 16.8481077701444% 16.8481077701444% 42.4367053665839%
BETFX 3.03867403314917% 19.1363183439345% 19.1363183439345% 19.1363183439345% 19.1363183439345% 0%
XCOR 4.36255258782533% 25.9143637050508% 26.3064941203759% 26.3064941203759% 26.3064941203759% 0%
NAVFX 4.44015444015445% 22.3167526918622% 22.3167526918622% 22.3167526918622% 0% 0%
SMIFX 4.19354838709679% 13.803340401462% 22.0558935469447% 25.4227043959735% 25.4227043959735% 0%
VWLTX 3.17318389373185% 16.804205715271% 16.997464722972% 16.997464722972% 16.997464722972% 16.997464722972%
PRINX 2.03006339044751% 16.3317814671835% 16.4886388820447% 16.4886388820447% 16.4886388820447% 16.4886388820447%
MDNLX 2.24835540268535% 16.1139522447993% 16.3687176601072% 16.3687176601072% 16.3687176601072% 16.3687176601072%
FLAAX 2.04741916316867% 21.7829808822135% 22.1467976815885% 22.1467976815886% 22.1467976815885% 22.1467976815886%
FHIGX 2.90812780213664% 15.7155769389069% 16.0838550201535% 16.0838550201535% 16.0838550201534% 16.0838550201534%
VWIAX 2.37471339665903% 14.7124370180696% 14.7124370180696% 14.7124370180696% 14.7124370180696% 18.7162204978445%
VTINX 2.19198790627364% 15.8906523564648% 15.8906523564648% 15.8906523564648% 15.8906523564649% 17.0004944707723%
VASIX 2.29809586342745% 16.3054793364199% 16.7286544704269% 16.7286544704269% 16.7286544704269% 16.7286544704269%
TRRIX 2.20532319391634% 17.100086587399% 17.6804756210299% 17.6804756210299% 17.6804756210299% 25.1360692310284%
PRSNX 2.59022531603585% 18.0302129508539% 18.9451341662418% 18.9451341662418% 18.9451341662418% 0%
PPSIX 1.32743362831858% 13.4064582323745% 13.8731927262436% 13.8731927262436% 13.8731927262436% 42.5455306035993%
PONPX 2.72352171039927% 13.325020952165% 13.325020952165% 13.325020952165% 13.325020952165% 0%
NPSRX 1.4388489208633% 18.3128662080582% 18.5569707909946% 18.5569707909946% 18.5569707909946% 0%
KIFYX 2.07719883895267% 19.9408871446565% 31.5627156258694% 31.6131979766887% 31.6131979766887% 64.1346312791893%
GSZAX 1.59471923813159% 6.96997273575269% 8.42560803991516% 8.42560803991516% 0% 0%
FCVSX 3.0841586362625% 19.5056161910174% 20.957598982859% 20.957598982859% 20.957598982859% 54.4838766449376%
CNSDX 3.33919156414763% 18.6338295421148% 20.2375119177536% 20.2375119177536% 20.2375119177536% 36.2658920478257%
CCVIX 2.83896231032794% 23.212628163712% 24.6330521801091% 24.6330521801091% 24.6330521801091% 31.6011293805719%
BASIX 2.43036813127493% 9.61864163859079% 10.2541569637725% 10.2541569637725% 10.2541569637725% 0%
ARTOX 2.75974025974026% 17.7133009474689% 17.7133009474689% 17.7133009474689% 17.7133009474689% 24.726156352418%
TIBAX 1.64131305044036% 18.3835668246606% 25.9777403380759% 25.9777403380759% 25.9777403380759% 44.3653724499718%
NBHAX 2.38095238095238% 16.3644830610078% 22.1081639166882% 22.1081639166882% 22.1081639166882% 0%
LGMAX 3.96119644300725% 29.5406392556894% 29.5406392556894% 29.5406392556894% 29.5406392556894% 45.0649940545247%
CVLOX 2.40265120132561% 27.4166691928487% 27.5908487223679% 27.5908487223679% 27.5908487223679% 42.7852803881368%
LFRAX 0.366300366300354% 5.89056027635935% 15.973760220616% 15.973760220616% 15.973760220616% 0%
VEIPX 3.17865429234341% 13.2652510661305% 23.0684880114572% 23.0684880114572% 23.0684880114572% 48.8717691809751%
SWDSX 4.30178689609531% 17.9638606915189% 28.3624294493184% 28.3624294493184% 28.3624294493184% 45.4384236438298%
PRFDX 2.98630136986302% 16.4605241630249% 28.3617526575076% 28.3617526575076% 28.3617526575076% 53.1522778248111%
MDDVX 2.24131894861787% 22.3974529286108% 24.4113460578762% 24.4113460578762% 24.4113460578762% 46.2228786105779%
LCEIX 3.38266384778014% 14.373017178384% 24.2786519213518% 24.2786519213518% 24.2786519213518% 45.2868808809937%
LBSAX 3.47773032336791% 16.9852185381473% 19.4536553500183% 19.4536553500183% 19.4536553500183% 43.4089912540903%
FSDIX 3.61337094442148% 17.1660710813053% 17.1660710813053% 17.1660710813053% 17.1660710813054% 54.7762058041687%
FEQTX 3.43107855885503% 14.9822841537804% 26.7884931781018% 26.7884931781018% 26.7884931781018% 56.0975930760027%
VMNFX 1.70333569907736% 3.195591316947% 12.0062978646335% 24.3578925209959% 24.3578925209959% 24.3578925209959%
JMNAX 2.06185567010309% 5.71881956590647% 5.71881956590646% 8.17354874213088% 9.33111004010313% 9.33111004010313%
CVSIX 3.81526104417671% 7.35434080350954% 7.35434080350955% 7.35434080350953% 7.35434080350954% 18.3056090507149%
MLSAX 6.31001371742113% 32.8994158895179% 32.8994158895179% 32.8994158895179% 32.8994158895179% 32.8994158895179%
MFADX 3.41805433829974% 11.5843109497282% 16.8768712323992% 23.6026373774746% 25.9796142123104% 0%
DHLSX 1.96543544561166% 15.4765953266576% 23.3876976285724% 23.3876976285724% 23.3876976285724% 36.5876750143264%
BPLSX 3.32129963898916% 11.52866373075% 19.4752192849143% 27.3876146266321% 27.3876146266321% 34.301198684628%
BLSAX 2.87234042553189% 30.8684543933407% 38.8779076715692% 38.8779076715692% 0% 0%
ARBNX 1.79910044977513% 3.00977247019919% 4.80110251920373% 4.80110251920371% 4.80110251920371% 6.33204730985559%
ADANX 0.749999999999995% 5.17250123795847% 8.13953000000001% 8.13953000000002% 12.8040522358342% 0%
PYTRX 3.103798297196% 6.34136945967355% 10.3211266821761% 10.3211266821761% 10.3211266821761% 0%
PARYX 0.817995910020453% 6.28389539348192% 6.85854067456116% 6.85854067456118% 6.85854067456118% 0%
JHAIX 3.78640776699029% 10.2661505077332% 10.2661505077332% 10.2661505077332% 0% 0%
GARTX 1.23583934088567% 10.1063816637365% 10.1063816637365% 10.1063816637365% 10.1063816637365% 0%
GAFYX 4.19103313840156% 6.2046616697511% 9.5070435101147% 18.0887366907717% 18.0887366907717% 0%
EIGMX 0.713436385255639% 6.52195168593924% 7.07239171072001% 7.07239171071999% 7.07239171071999% 7.07239171072001%
DVRAX 0.684931506849318% 9.42275222339934% 9.78639751831392% 9.7863975183139% 9.7863975183139% 0%
ASFIX 10.4387291981846% 22.5883404136652% 28.1497219707876% 35.3805020139162% 35.3805020139162% 0%
MYITX 3.38983050847457% 28.9340069665705% 29.6555232501721% 35.7056265466058% 35.7056265466058% 0%
VGLSX 3.19258496395468% 21.9838211462762% 22.3581773022564% 22.3581773022564% 22.3581773022564% 0%
TIBIX 1.58982511923685% 18.2163188689402% 25.90156587236% 25.90156587236% 25.90156587236% 44.0772946642638%
PAUIX 3.41246290801188% 21.1143257819283% 21.1143257819283% 21.1143257819283% 21.1143257819283% 21.1143257819283%
MFWIX 3.12680949623625% 19.1762042753871% 19.1762042753871% 19.1762042753871% 19.1762042753871% 28.9778572856667%
MALOX 3.70751802265705% 24.8384403717024% 25.4986972162416% 25.4986972162416% 25.4986972162415% 29.368979540351%
LSWWX 3.94894295971281% 29.4323695145865% 29.4323695145865% 29.4323695145865% 29.4323695145865% 44.8354694453567%
LCORX 4.3594306049822% 12.9130403528373% 12.9130403528373% 12.9130403528373% 15.3928378360964% 36.518755730399%
IVAEX 2.7514659449707% 20.7010284946715% 20.7010284946715% 25.5003447711744% 25.5003447711744% 29.1696946135348%
GMWAX 3.08924485125858% 20.3165149845224% 21.9184832554763% 21.9184832554763% 21.9184832554763% 29.3690946960157%
GLBIX 3.67722165474975% 14.465569751958% 14.465569751958% 19.7706556131322% 19.7706556131322% 0%
GBMFX 3.17002881844382% 11.720369301455% 16.0502967182975% 16.0502967182975% 16.0502967182975% 18.5153463767282%
DSHGX 2.77644806127335% 21.0919203598774% 25.8309037316265% 25.8309037316265% 0% 0%
BPGLX 3.13588850174217% 20.9752400012353% 20.9752400012353% 20.9752400012352% 20.9752400012353% 48.7443646212348%
SFHYX 2.70624181580097% 11.9402661360979% 13.3748005448375% 13.3748005448375% 13.3748005448375% 16.8498461861117%
PMSAX 2.29445506692161% 5.99999298612109% 9.50184528318901% 9.501845283189% 0% 0%
AVGRX 1.22501611863314% 16.6562488074739% 16.6562488074739% 16.6562488074739% 16.6562488074739% 0%
AOR 3.00758355903544% 20.7517571298276% 20.7517571298276% 20.7517571298276% 20.7517571298276% 0%
AOM 2.69508348146988% 18.702948645814% 18.702948645814% 18.702948645814% 18.7029486458139% 0%
AOK 2.62528301309525% 17.5506599918989% 17.5506599918989% 17.5506599918989% 17.5506599918989% 0%
AOA 3.2532103777808% 23.0132958741775% 23.0132958741775% 23.0132958741775% 23.0132958741775% 0%
FV 6.02830683208107% 15.7254259536554% 19.173996227458% 20.0829466304448% 0% 0%
PGX 4.24608944916781% 23.5042761091876% 23.5042761091876% 23.5042761091876% 23.5042761091876% 0%
PFF 3.47366564062429% 19.7318077733284% 19.7318077733284% 19.7318077733284% 19.7318077733284% 0%
MDIV 1.43817221131032% 11.5263301260813% 36.4103290154962% 36.4103290154962% 0% 0%
IYLD 1.78926441351888% 21.6862961084582% 21.739644390742% 21.739644390742% 0% 0%
INKM 2.73516596180955% 17.8142459261681% 19.231985787266% 19.231985787266% 0% 0%
CWB 3.67431974393864% 23.0561636009206% 26.5433890710488% 26.5433890710488% 26.5433890710488% 0%
CVY 3.3368578181366% 17.6649866572828% 39.9412752779378% 39.9412752779378% 39.9412752779378% 0%
BKLN 0.155364770111543% 6.72750965277286% 9.27112178553091% 9.2711217855309% 0% 0%
BRK.A 5.50721738856315% 23.1510965239735% 23.1510965239735% 23.1510965239735% 23.1510965239735% 44.4915296809892%
SDY 3.04785126485827% 10.8222147755448% 25.0782379829022% 25.0782379829022% 25.0782379829022% 0%
PID 3.99137001078747% 20.6404695474402% 32.9202689863668% 32.9202689863668% 32.9202689863668% 0%
IDV 5.19351637446246% 25.6534473995258% 30.1865433432228% 30.1865433432228% 30.1865433432228% 0%
HDV 2.11414572180383% 14.5458576754031% 26.0587070461535% 26.0587070461535% 0% 0%
DWX 4.8859256172518% 23.7632646198828% 24.0981667747782% 27.9604089217239% 33.6507616858673% 0%
DVY 3.06867998051633% 16.0443055743275% 29.4601408451126% 29.4601408451126% 29.4601408451126% 57.4750733143308%
DLS 6.28225923244023% 27.2557276812188% 32.0039337398547% 35.4213779536275% 35.4213779536275% 0%
DLN 3.97793223763858% 14.7896447738989% 23.0299197614169% 23.0299197614169% 23.0299197614169% 0%
DGS 4.71135940409683% 22.7325300866238% 30.7876524351124% 35.7508787776693% 35.7508787776693% 0%
DEM 3.95364689843216% 23.3829147915353% 29.4661666284282% 32.8536976892057% 41.9184661463359% 0%
BTAL 10.2847529159613% 17.2731282156919% 35.4223416833149% 35.4223416833149% 0% 0%
MNA 1.77890724269378% 4.20792270696836% 9.51667047185801% 9.51667047185799% 0% 0%
RLY 2.608376193975% 16.0131737437889% 24.4672804149115% 24.9457964806889% 0% 0%
CSM 5.01708198529713% 23.4563106197808% 23.4563106197807% 23.4563106197808% 23.4563106197808% 0%
QAI 1.19779864033669% 12.7398687459762% 13.7713364818088% 13.7713364818088% 13.7713364818088% 0%
PWC 5.44988198338309% 24.5184899952937% 25.2895671202182% 29.4570323842962% 29.4570323842962% 48.3532508213145%
PDP 6.27657420530472% 29.0727781225185% 30.735588819492% 30.735588819492% 30.735588819492% 0%
HDG 0.847526457282555% 12.8393856316648% 14.0720438636017% 14.0720438636017% 0% 0%
PRPFX 0.45998160073597% 13.6607719892255% 13.6607719892255% 13.6607719892255% 13.6607719892255% 19.1282424365119%
RSP 4.82375863494125% 20.6875367363253% 26.6540772434819% 26.6540772434819% 26.6540772434819% 55.5700473741395%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN 2.1% 5.6% 6.0% 4.9%    
Peer Group* average
60% Equity / 40% Bonds 11.4% 13.3% 13.9% 11.2% 10.5% 10.6%
Global Equities (ACWI) 14.2% 17.6% 19.3% 16.1% 16.4%  
U.S. Equities (SPY) 14.8% 18.7% 20.8% 17.2% 16.6% 16.6%
U.S. Bonds (BND) 7.9% 7.5% 6.4% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 3.07469176747432% 3.72837810724751% 4.05888710439517% 3.11113040174448% 2.95760228583115% 3.24768223428838%
VYM 12.7113227473607% 16.7719141844226% 18.7135067443392% 15.6194513846837% 14.9704754948011% 0%
WFAIX 11.6966446748352% 13.2142700138728% 13.2173430537979% 10.6816128958369% 10.657957922533% 11.6051287872354%
FPACX 8.46625585895648% 12.5913562245519% 16.083284511146% 13.1917322405385% 11.9896986887774% 11.8394668195084%
VGSTX 12.1120326209685% 14.1517514542512% 14.9545450550877% 12.1008142731194% 11.4960413932796% 11.6586021345053%
VWELX 9.37770426607233% 12.7060168592179% 13.5600177386742% 11.0809599360755% 10.5843119990969% 10.8195635158976%
VASGX 12.1827354455219% 15.07647567721% 16.3174900494194% 13.3669194025756% 13.1683307624954% 13.8913451981957%
VWINX 9.2228170374616% 9.93832550395021% 9.66912953832577% 7.65057193657263% 7.00876200339295% 7.16262575861441%
VLAAX 13.3739802328239% 14.8125873580909% 14.7746530469851% 11.9719886655067% 11.6131746568367% 12.2019076968496%
VBIAX 11.1009882882737% 13.3467303195261% 13.7904405983337% 11.0906645218464% 10.4391917086974% 10.5405998276712%
SWOBX 10.894192319005% 12.6640637979804% 13.2735313631789% 11.0112839204908% 10.5108569031498% 10.5445069826742%
JANBX 10.9184522072412% 12.7316510620699% 13.4469249192417% 10.9985387449614% 10.5723903872778% 10.3509514850455%
FPURX 12.0826229110176% 13.8143315261703% 14.6427606809182% 12.0914480065594% 11.5739888072539% 11.6953991475962%
FBALX 10.7893818709031% 14.316491703274% 15.7821065392126% 12.800619635158% 11.9063415235% 12.4509664863743%
DODBX 9.65930752765344% 12.8657477025859% 16.1320869649558% 13.2888576211625% 13.0783220953241% 13.6737319142419%
COTZX 10.1583715150106% 9.63771588672481% 9.75408635243127% 7.29787869304241% 8.27187007370832% 10.3413889428668%
BETFX 9.87022781928361% 12.4391499454954% 13.1198786778774% 10.444408816598% 10.1323070693085% 0%
XCOR 18.6478212680813% 16.71478281649% 19.0363991526875% 16.3897129953173% 16.3102216545237% 0%
NAVFX 14.9370365433998% 17.095903160349% 18.5626270242845% 15.7420082036313% 0% 0%
SMIFX 12.1049915384266% 11.6426258450863% 17.1973896440352% 14.9464225735176% 15.5231969546943% 0%
VWLTX 8.77359478202697% 8.52415958316733% 7.56324119976758% 6.01424316773508% 5.58206994166481% 5.62028412594766%
PRINX 7.75863230460596% 7.70730607857317% 7.29834015493417% 5.7282365671462% 5.48305422858738% 5.5225336456703%
MDNLX 5.51777562046115% 7.20791161293998% 6.74602288615351% 5.21055771419919% 5.10724399146672% 5.1384743053871%
FLAAX 7.34008477259786% 8.66926825842829% 8.25063140242341% 6.54376827975127% 6.24183225565205% 6.50652540711875%
FHIGX 7.70220153985758% 7.74509975945348% 7.23920361640136% 5.805091436377% 5.35361686405464% 5.28530533694389%
VWIAX 9.21056516871424% 9.94871161022937% 9.68139118897602% 7.66095559573509% 7.00263197442298% 7.15928881483175%
VTINX 6.80123133868417% 8.37057559179365% 8.01327649407969% 6.30121815252477% 5.84680641071342% 6.08719499552378%
VASIX 8.03043976763769% 8.40157678146656% 7.47719321388771% 5.79864404236193% 5.19956474663599% 5.36606843340916%
TRRIX 6.27072968595852% 8.49964361667145% 9.54599724231004% 7.67542013962256% 7.5038926035461% 7.82330154405069%
PRSNX 5.86566336929442% 6.30963117408508% 7.37963943608916% 5.79777891109443% 5.39128162004597% 0%
PPSIX 5.30307504124703% 8.10345378727817% 9.49049423470135% 7.26920352005939% 7.05416002355025% 11.0478203483631%
PONPX 5.96241226822892% 6.29194978593451% 6.69423614638792% 5.14275478045426% 5.18055688181585% 0%
NPSRX 6.19053544909579% 8.55342178811262% 10.7449589719512% 8.29562259361352% 8.18246469762235% 0%
KIFYX 11.9041791819794% 13.065319556541% 19.1826816028647% 14.6770258527429% 13.1727546871741% 17.7677511422706%
GSZAX 3.93001588261525% 4.29144270167353% 6.12666463898812% 4.80973119849364% 0% 0%
FCVSX 8.1131003112679% 12.1253429547929% 16.3499350600488% 13.4620970237208% 13.5902800577489% 16.5736852655522%
CNSDX 9.14038621590937% 11.1892419630003% 15.3337545863804% 12.3315777464936% 11.8490607989518% 12.506552421782%
CCVIX 8.29948496947692% 12.1777630928558% 16.9429049009763% 13.3673324248288% 12.3082374180332% 12.5299263073882%
BASIX 4.98381344161731% 4.21344977993299% 5.13274180926289% 3.87253104020959% 3.6972703073178% 0%
ARTOX 8.57210063325586% 10.0605686556489% 10.2714332447093% 8.29680730059102% 7.96271131895568% 8.07882855567178%
TIBAX 10.7325608749305% 13.6607042154778% 17.5586715605342% 13.9382236993469% 12.9227996090579% 13.7759696771246%
NBHAX 11.3034273753949% 15.2375095195356% 16.8090577298765% 13.5900244701522% 12.7370569299136% 0%
LGMAX 14.1568675868825% 17.5205270386661% 17.2911167767975% 13.9332333244469% 13.9995938921055% 14.9666515528536%
CVLOX 13.2485951172255% 15.7142587957725% 18.4611844734372% 14.5810330338428% 13.2416388969943% 13.977312426517%
LFRAX 1.39847359908625% 3.63546341471131% 7.77046591030457% 5.91578442590414% 5.32561901681037% 0%
VEIPX 12.0625090151565% 16.4502520915667% 18.4348630166968% 15.3442781854962% 14.7790217840533% 15.0552309924008%
SWDSX 12.2081648689717% 15.9471777185771% 19.2239272245313% 16.4263220632028% 15.9304825262373% 15.4384717507306%
PRFDX 13.1335828339399% 17.5584911986729% 21.1151665667263% 17.4371635340413% 16.7730386195099% 17.0522370859111%
MDDVX 11.8021489622459% 15.3738447952963% 18.7494198922802% 15.8807764019314% 15.1354094665487% 15.2661926873727%
LCEIX 12.5992101341168% 15.8927911317328% 17.7134728756666% 14.1020512376679% 14.0067552508595% 14.6004116930978%
LBSAX 10.7876319299459% 15.5291678570319% 17.4368311856741% 14.7757373077259% 14.2331065373858% 14.2362692406011%
FSDIX 10.8458791382457% 13.0788561488015% 14.9032017613991% 12.1241662997648% 12.1521906942671% 14.3365650813847%
FEQTX 13.311886836715% 16.6442365589814% 20.0158203153522% 16.4030112359755% 16.4056035018302% 16.9526684037268%
VMNFX 6.39333890992854% 8.28545562290108% 7.92910258036106% 6.82879682166126% 5.9759890481483% 6.07095077166134%
JMNAX 4.55719509578965% 4.37040840748766% 4.75990839266569% 4.45839408414599% 4.09172180085838% 3.94835506821173%
CVSIX 4.70682647199928% 4.70254491705321% 4.40280178194612% 3.71312981673824% 4.0353097469673% 4.81773896117773%
MLSAX 22.4001519281285% 27.542857961662% 27.2874242437706% 20.0546657318165% 16.4352006220414% 14.4057655371633%
MFADX 6.8047884271252% 10.5274077831025% 13.6938254642714% 11.2336114201569% 10.8125989371361% 0%
DHLSX 8.42217444055593% 11.8979435191591% 15.3568754503737% 13.1231550852195% 12.1040178853243% 12.3642474306356%
BPLSX 11.2588964624728% 14.6115914158808% 17.2473391598186% 13.831880141138% 13.2660565331575% 15.1199297068395%
BLSAX 11.860782179177% 17.8751365243912% 19.8252596162099% 15.8563260904102% 0% 0%
ARBNX 3.95853975078486% 3.82367530798105% 3.90758738291546% 3.06747546676999% 2.97099470709507% 3.5606712985934%
ADANX 2.73506441106588% 3.33665900172566% 8.05673256923108% 6.04877063053774% 5.08124897868723% 0%
PYTRX 8.12479722235093% 5.77430892140179% 5.95493205488346% 4.70998883675767% 4.15706173059679% 0%
PARYX 2.28350578347084% 2.51555777218503% 2.96697266272271% 2.2988413052476% 1.99147211883871% 0%
JHAIX 6.90305431782607% 7.45864363817505% 7.0426529736496% 5.65044789581552% 0% 0%
GARTX 4.62429149684586% 6.63909493792868% 7.23216667140912% 5.95594922316658% 5.61310237596719% 0%
GAFYX 7.02681670814636% 6.02411396142855% 6.19165712809932% 6.50330159646634% 6.98167544352293% 0%
EIGMX 2.49805011629081% 3.93626009035223% 4.90191650151807% 3.8287368804184% 3.4565458400798% 3.42046617255136%
DVRAX 5.06746650634459% 5.67998486615689% 6.06945627919772% 5.26136975968639% 5.10477256706963% 0%
ASFIX 7.09492970379377% 8.09976241610596% 7.31703370793946% 6.23894245316079% 5.39652610152697% 0%
MYITX 13.5899329849155% 18.0019195742089% 18.8322613528436% 15.9947414511377% 17.0447045878227% 0%
VGLSX 11.3972860502212% 12.783387648655% 12.3671679718985% 11.1186439862926% 11.9197154927392% 0%
TIBIX 10.7494645891745% 13.6812878860848% 17.6246724129092% 13.9565093656816% 13.0044819119196% 13.8502006065761%
PAUIX 9.55561509252278% 12.0223901021392% 13.8926478307206% 11.1400977489108% 10.3015498445965% 10.3926744107666%
MFWIX 11.6316463070318% 12.6910957022132% 12.8874242752346% 10.3960153577846% 10.1788581026361% 10.4767382545075%
MALOX 10.4880056286281% 11.4747223757734% 13.0713074593965% 10.532901112188% 10.3972407698589% 10.8190580862083%
LSWWX 14.2403540640782% 17.5577645393306% 17.3317861304165% 13.9789471895396% 14.0794880247686% 15.0349896136391%
LCORX 9.83393727261754% 9.99421063487453% 10.7191842671376% 8.74588755293121% 9.69886905243388% 11.2425450484336%
IVAEX 10.3281657827779% 13.4674587806002% 16.2071764200139% 14.6722740438576% 15.3103232202581% 15.6156634293638%
GMWAX 11.3893974758796% 12.5797470379129% 12.8884661777178% 10.5512198121312% 10.0331043665457% 9.93894294984453%
GLBIX 9.8809627894075% 10.6615526613% 11.3721207481225% 9.18387257285592% 9.83665423408464% 0%
GBMFX 8.80715008923281% 9.79715442629982% 10.5299755546387% 8.74412911525952% 8.13366691857267% 8.15352342160732%
DSHGX 12.1466323979449% 16.5331552575075% 19.6798522595577% 16.3667554330412% 0% 0%
BPGLX 10.3909586973774% 11.5936130800048% 13.0029560650098% 11.0197411860487% 11.2772098182913% 12.8564583374717%
SFHYX 6.50495714162698% 6.47182502244977% 8.17758546661269% 6.64809149243652% 6.05808072977074% 6.33829294310602%
PMSAX 4.78824377017552% 5.20578171314951% 6.34822440998124% 4.9722101463579% 0% 0%
AVGRX 5.05575731943366% 10.0392182233429% 9.87531488448964% 8.51561890637228% 9.23180639220946% 0%
AOR 10.8383802168153% 12.7974815998755% 13.0351688772644% 10.5557099130016% 10.2302740284092% 0%
AOM 9.38491267151399% 10.6116918664306% 10.0747546628374% 8.01121023836116% 7.51191929223911% 0%
AOK 8.74749567662543% 9.5876900013261% 8.93945204573686% 7.0153961947607% 6.22678964735236% 0%
AOA 12.4695515007686% 15.0441320962306% 16.171853593818% 13.2790438806751% 13.7418741119896% 0%
FV 22.7829124972306% 23.2227040819404% 24.970702064926% 20.7874686515234% 0% 0%
PGX 14.2170067349147% 15.9354796900924% 14.3145509332663% 10.9333816772555% 9.71885815391809% 0%
PFF 11.1092249315629% 13.2343970325093% 13.5489194094641% 10.2045240697426% 9.70029471675989% 0%
MDIV 9.61668798811437% 14.5993260860367% 20.7977110635586% 15.8078066090087% 0% 0%
IYLD 8.87575701863852% 11.1742317134741% 13.6610158445221% 10.6435639386354% 0% 0%
INKM 11.0130029118706% 11.7005541440245% 13.4447847939472% 10.5759867113259% 0% 0%
CWB 10.6729346257579% 12.7405197623489% 18.1711135789072% 14.5672439298374% 13.5629538930891% 0%
CVY 14.6368319750199% 19.9030334309243% 25.612506266415% 20.0467514761792% 18.1910646265485% 0%
BKLN 2.11394253705143% 5.61336156746182% 5.97472690992961% 4.94503220256885% 0% 0%
BRK.A 21.0824528864062% 23.7047645825255% 24.1754392034978% 19.8895168890909% 19.3389804318425% 19.2668161287997%
SDY 14.4790302813546% 16.9580627170727% 19.120211812436% 15.8420360380835% 15.1710063209272% 0%
PID 16.9099226767479% 18.2411226435989% 22.3743823955714% 18.3832210746889% 17.5768428313212% 0%
IDV 17.037241255069% 19.8680936968261% 22.0419795351259% 17.9116794587228% 18.7928135428205% 0%
HDV 9.88618436575088% 16.4094782790986% 18.789127878364% 15.3832207720229% 0% 0%
DWX 14.0452218188131% 15.5234533680652% 16.52882202699% 14.9629530512598% 16.810936144962% 0%
DVY 16.5057384137798% 18.4979591380349% 21.4724369054325% 16.8990413423506% 15.8887920693316% 16.5110014860324%
DLS 17.6735846711594% 17.7164019225204% 20.4759271792675% 17.2445131257064% 17.5111048493584% 0%
DLN 11.7591196785024% 16.2138120498019% 18.705439601517% 15.6717024971979% 14.8754693790899% 0%
DGS 13.5322734964761% 16.6429837817625% 20.1225616014389% 18.1283881740921% 19.1359124412838% 0%
DEM 11.7940517579528% 17.8331095400548% 19.8338147013068% 18.6295213633164% 18.95913009737% 0%
BTAL 16.5386100455817% 17.7051430748813% 16.5941198009953% 15.0469085438793% 0% 0%
MNA 4.12545171466437% 3.88960346366484% 5.94525509394413% 5.01456282157638% 0% 0%
RLY 9.03380372423399% 15.2681258977769% 17.1719187574108% 13.871465966977% 0% 0%
CSM 15.7309200077466% 19.3363734267021% 21.7109982052705% 17.8899879442286% 17.3477657674247% 0%
QAI 4.63017915199289% 6.40864032081813% 6.4094143798767% 5.34873519782318% 5.1916751528047% 0%
PWC 16.5288075116956% 20.4441436566132% 21.8008537069759% 18.1272117422158% 18.2012150360784% 17.6912726869738%
PDP 19.9296977416912% 21.710750967183% 23.2916349940153% 18.9823077536347% 18.5524156898599% 0%
HDG 4.54301218776138% 6.48656915270366% 7.26696627258127% 6.02218794191322% 0% 0%
PRPFX 6.8447869749496% 11.1130001476359% 12.8370241988263% 10.4154667149457% 10.2741751694501% 10.5613454196587%
RSP 16.6919455014016% 19.228623166907% 22.6628841246745% 18.4958773890915% 18.2150065278905% 19.0683098570225%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN 0.2% 3.3% 4.2% 3.3%    
Peer Group* average
60% Equity / 40% Bonds 4.8% 9.1% 9.0% 7.1% 6.5% 7.0%
Global Equities (ACWI) 5.4% 11.6% 12.5% 10.5% 10.5%  
U.S. Equities (SPY) 5.6% 12.2% 13.0% 10.8% 10.2% 11.0%
U.S. Bonds (BND) 4.1% 5.4% 4.5% 3.4% 3.0% 2.8%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 0.104094826042414% 1.68515612069763% 2.52012497986289% 1.88684930867874% 1.75887785894833% 1.98562763172152%
VYM 4.84870551020374% 9.90544604963673% 11.7394607902152% 9.76592593157494% 9.07152370789189% 0%
WFAIX 4.96668051633144% 8.94405224876824% 8.3277054110072% 6.68237980300213% 6.27500092891513% 7.79598025358933%
FPACX 2.49627847605091% 8.00179451231654% 10.7506462685241% 8.68862099892728% 7.69327287131506% 7.90050238343552%
VGSTX 4.5287918290073% 9.65101210829435% 9.5587340055506% 7.7159681281259% 7.11957497034687% 7.66988909675313%
VWELX 3.54366038113879% 8.61661280844535% 8.9070874473616% 7.1392265932163% 6.54655377817732% 7.13006462714747%
VASGX 4.44019266942217% 10.0600592891268% 10.6616745160591% 8.69363845400107% 8.33506248871053% 9.50714456284308%
VWINX 3.31094865743953% 6.65364435904916% 6.28434174752526% 4.82347095586586% 4.2068684803532% 4.53195020069973%
VLAAX 5.89239759917521% 10.2369472119578% 9.77241337026525% 7.72795878272946% 7.13019693130935% 8.15454790669543%
VBIAX 4.62994912372954% 9.09562798660789% 8.89970825716667% 7.0744185232138% 6.40244392527858% 6.90995395988383%
SWOBX 4.32343228606803% 8.90355431922103% 8.77970560227165% 7.24474834803633% 6.6747690100899% 7.09451178966254%
JANBX 4.56411035979944% 8.87442382294928% 8.86648078564665% 7.06559033841574% 6.61129723273257% 6.56083638744953%
FPURX 4.77727783996369% 9.42925448774836% 9.21100049675707% 7.67409350560661% 7.11526715669878% 7.71142325816598%
FBALX 4.09219763075341% 9.78657162648322% 10.0353751935402% 8.14909821007415% 7.3439233436505% 8.25279638320354%
DODBX 3.07812544657035% 8.26129089424921% 10.4645336039538% 8.59011467152428% 8.22237542859326% 9.28305114784039%
COTZX 3.88514842832932% 6.33788115869216% 5.29824187263038% 3.87081233840119% 4.39814844769787% 6.84657713346066%
BETFX 3.91598336909919% 8.41599497692233% 8.73872242888757% 6.89809190564835% 6.51843158681037% 0%
XCOR 6.44983033844909% 11.5839300432192% 12.1408987615407% 10.6278829052963% 10.4402115340102% 0%
NAVFX 6.08090374651752% 10.9492408274567% 12.3724286342185% 10.5961415624117% 0% 0%
SMIFX 5.49940376295842% 8.2394741959205% 11.2591056646176% 10.1166537371395% 10.1764665672693% 0%
VWLTX 2.89493393401716% 5.82773909319457% 5.1275427605916% 4.0362795484213% 3.64612234618083% 3.7183558288158%
PRINX 2.31558153651545% 5.33347785277022% 5.16117566307028% 3.99865911138707% 3.70245904189203% 3.69035349715957%
MDNLX 2.22181955554622% 5.38828530763028% 5.03384036271234% 3.80219304493981% 3.51669176394295% 3.48858824335924%
FLAAX 2.43133216824206% 6.73434607861665% 6.27949589178179% 4.87674696519254% 4.44461356567648% 4.58261501078709%
FHIGX 2.65586395351418% 5.36676885344396% 5.09268545123534% 4.02777071426473% 3.59397946856732% 3.55347331129325%
VWIAX 3.29812394103487% 6.64534379182395% 6.27934478659781% 4.81772996620624% 4.19933267024323% 4.52387050046566%
VTINX 2.940848149585% 5.90242727293881% 5.42159110822009% 4.14615195379736% 3.65533861626437% 4.03834020318731%
VASIX 3.33086407463371% 5.80219914213411% 5.02342664814379% 3.78846564110634% 3.26891622280641% 3.57010407345499%
TRRIX 2.79550465000701% 6.41720070168306% 6.73770432770239% 5.24308265343109% 4.89876388334209% 5.30291773034082%
PRSNX 2.37608098370727% 5.0096478376816% 5.79109373546039% 4.35619145566409% 3.86760197250805% 0%
PPSIX 1.55588616910809% 5.65077364649772% 7.22376938652742% 5.30809783726823% 4.82518338779768% 7.65684981336317%
PONPX 3.32887721270051% 4.86731293693994% 5.29859647633181% 3.89951719621126% 3.44191130488407% 0%
NPSRX 1.9303711242863% 6.71392204850682% 8.60000079949% 6.36547095127024% 5.80941582279954% 0%
KIFYX 2.74531581025029% 8.48925890611075% 15.1407580838537% 11.1847798866369% 9.63957854854104% 13.0116060887645%
GSZAX 2.08799983624365% 2.63969558839911% 4.40810903139518% 3.4323150910931% 0% 0%
FCVSX 3.71671214869237% 9.08058013467032% 9.49886382355561% 8.08994847685383% 8.1302396843732% 11.4611630891146%
CNSDX 4.00155359482994% 8.39774107725664% 9.27562612197733% 7.57782537962536% 7.15638347457934% 8.34881039147692%
CCVIX 3.37871083404607% 9.43342818546123% 10.2276709935642% 8.24978453647403% 7.55776735631124% 8.20944045115996%
BASIX 2.74879517248602% 3.11530158306884% 3.89966842767166% 2.83766035165685% 2.50333607905554% 0%
ARTOX 3.5555959106401% 6.88522482466192% 6.85231754480994% 5.46581817285703% 5.01702156893885% 5.37551582651587%
TIBAX 2.49386946079209% 8.20439202752399% 12.1519388881605% 9.57255599926194% 8.60466340169306% 9.40251220764407%
NBHAX 3.45290960997431% 9.88546532606671% 11.7117658815689% 9.33944054595686% 8.47313895619849% 0%
LGMAX 5.54295659402962% 11.9627391512031% 11.4016453163511% 9.00629147529938% 8.84788540751448% 10.0422651491964%
CVLOX 3.49551116903767% 10.8951432990788% 11.4999268860011% 9.14525616226563% 8.21178162856127% 9.25617969196163%
LFRAX 0.403022227952381% 2.88727957197029% 6.94250810581394% 5.0730812821827% 4.39402700276992% 0%
VEIPX 4.17672772155656% 9.81943705153118% 11.5836350217217% 9.61195326743717% 8.99304045187647% 10.0026057279839%
SWDSX 5.63018523096061% 9.95782075112719% 13.239690316724% 11.2341530276015% 10.4570570026664% 10.6662425167325%
PRFDX 4.22241184046882% 11.0328393641153% 13.8433938639604% 11.4003907659387% 10.7318968321495% 11.5805505132184%
MDDVX 3.3954254775434% 10.1843990919799% 12.0410320912617% 10.150573862103% 9.4549573782701% 10.0425538059691%
LCEIX 4.54886362871027% 9.72875282494739% 11.7206485642924% 9.20710457367548% 8.83207387776689% 9.89776571720643%
LBSAX 4.52219068592969% 9.44923433270849% 10.7678444653964% 9.10238626098631% 8.57000084986256% 9.29129300208515%
FSDIX 4.6298148414926% 8.329546725483% 9.48055485968542% 7.68811816579208% 7.46009148282723% 9.9168392306%
FEQTX 4.91536364802724% 9.92125936552911% 12.7037958798703% 10.5111469802226% 10.413712606012% 11.5387989526081%
VMNFX 2.32346282347664% 2.87341897122211% 3.66079122477748% 3.72068578077042% 3.268125391903% 3.55358090379233%
JMNAX 2.31129735200503% 2.59404210187925% 2.75988213882998% 2.86745552357119% 2.72755315687643% 2.5726959367605%
CVSIX 3.95929373280379% 3.53486794952451% 3.11781662294946% 2.4862198810185% 2.54492231853054% 3.36863496284876%
MLSAX 8.96232547983824% 16.8261441843032% 16.1552035454083% 12.0788636118762% 9.94335989776926% 8.77710129959967%
MFADX 2.69166763853043% 6.68765158717072% 8.26015366530396% 7.18804896426273% 6.80836984078129% 0%
DHLSX 2.4571050983649% 7.98267856299242% 10.5714968185317% 8.85329755783919% 7.91124096645373% 8.25692774988437%
BPLSX 4.47147427875572% 7.31964388226038% 9.9656431594146% 8.26771318033716% 7.72045048454256% 8.74174600467753%
BLSAX 4.6441998790349% 11.5808498677559% 13.376073787177% 10.723893419408% 0% 0%
ARBNX 1.94782067779147% 2.34707369691732% 2.44707697182863% 1.93674457721594% 1.97798805736037% 2.37367065667362%
ADANX 1.06284581115897% 2.35043685538202% 4.65877974946281% 3.4845948513952% 2.97177911256685% 0%
PYTRX 3.98190893086393% 3.41673300407063% 4.42658789304475% 3.41186700572074% 2.97123670224739% 0%
PARYX 1.11717133275629% 1.87059605690894% 2.32450639028445% 1.71339433470651% 1.4610604138952% 0%
JHAIX 4.07031564561222% 4.61539715170087% 4.17618601597603% 3.47546541049522% 0% 0%
GARTX 1.79239272258417% 4.29085394068557% 4.93414190750865% 4.03261700638702% 3.80076914183514% 0%
GAFYX 4.84575722416944% 3.84312453262901% 4.35790487682928% 4.82247735395531% 4.96993281758493% 0%
EIGMX 0.776682020635487% 2.46467888849538% 3.64536441507803% 2.71987366798063% 2.40440465435328% 2.22047212839401%
DVRAX 0.915608323739007% 3.32140743520582% 3.94771236076596% 3.4785284516868% 3.26102396599735% 0%
ASFIX 7.25942046422947% 6.40555563890916% 5.97023834980962% 4.82629993035598% 4.09324243338957% 0%
MYITX 5.45932601325599% 11.9060717974744% 13.1444675683977% 11.324516080602% 11.6316921697326% 0%
VGLSX 4.29813433738139% 8.59835683091262% 8.52206913864703% 7.68378492326076% 7.86799085360697% 0%
TIBIX 2.43969537592139% 8.16891338558589% 12.1608584272484% 9.55215793028049% 8.60678200526915% 9.4055380027625%
PAUIX 5.18399666927742% 9.05324339137545% 10.294545004835% 8.05332828912009% 7.31241076923312% 7.17357141577727%
MFWIX 4.67294860527226% 8.33626872909107% 8.42912794637565% 6.68518356936851% 6.40151424801169% 6.80520255874851%
MALOX 4.84232574350105% 8.19486850297234% 8.37059499648842% 6.73009696866084% 6.60001273714435% 6.98229815575099%
LSWWX 5.54923787018411% 11.9384311339257% 11.3795176690014% 8.98899984930627% 8.83922006234336% 10.0313574993937%
LCORX 5.30388002383722% 6.31916913496037% 6.74181270716165% 5.45957839586107% 6.22552494918206% 7.61407840222496%
IVAEX 3.51621701957962% 8.56019743448404% 10.8580577749195% 10.9116750230656% 10.9687530042942% 10.6743631376031%
GMWAX 4.90357854179965% 8.06534746804675% 8.71230399540315% 6.99801525390965% 6.48308129494574% 6.50589960856415%
GLBIX 5.39671430252314% 7.25971118444423% 7.59858798347488% 6.1362215695943% 6.48141162637184% 0%
GBMFX 4.11911497816712% 5.79623948092505% 7.23388057571282% 5.89773491106041% 5.34368316329556% 5.20006974262698%
DSHGX 3.68716008768386% 10.3741521589312% 12.9126919680294% 10.7853225226688% 0% 0%
BPGLX 4.10444900696199% 8.16120857108094% 8.64997473891271% 7.30672975328377% 7.34100003466447% 8.89256693536626%
SFHYX 2.94876513906455% 4.36046713398487% 4.05038261732264% 3.38034572995508% 3.00220190923804% 3.2165454409872%
PMSAX 2.71433948818345% 3.35886029953423% 4.60743481622331% 3.5602596420657% 0% 0%
AVGRX 1.40775700018638% 6.92167763126535% 6.79563016660069% 5.98611900166816% 5.92826206926948% 0%
AOR 4.56115948906914% 8.5511166350978% 8.62892423606048% 6.92234844218622% 6.4863488797762% 0%
AOM 4.12533055014767% 7.26073887079568% 6.73553821193927% 5.26134791030606% 4.76327537506373% 0%
AOK 3.9201337988402% 6.61277139319456% 6.04038291054158% 4.64055390899797% 3.99696318032131% 0%
AOA 5.01146717249419% 10.0295449338455% 10.6607769108634% 8.70131879453898% 8.67993538001559% 0%
FV 8.43591260006464% 14.370874008533% 14.7582871851725% 13.1745341656518% 0% 0%
PGX 5.658908429716% 10.0798668266668% 9.14443449719869% 6.89794600595723% 5.95909280997969% 0%
PFF 4.28314418001409% 8.56115580862398% 9.08550122989071% 6.72547587161233% 6.07643925655702% 0%
MDIV 2.08253338705339% 9.37393703323331% 16.1853521987355% 12.004977985505% 0% 0%
IYLD 3.08969465955813% 7.72710575237705% 10.7004866416922% 8.03530778917785% 0% 0%
INKM 4.09354737503357% 7.93447230200257% 9.96099146269956% 7.59760135503709% 0% 0%
CWB 4.69235754356848% 9.63993805351124% 11.0803863514522% 8.94318988517542% 8.31527398945688% 0%
CVY 5.09910939322358% 12.7859081102201% 18.6306933055564% 14.2951137879961% 12.5639516173568% 0%
BKLN 0.169668695383264% 3.31765384027811% 4.15084375827591% 3.26802046208476% 0% 0%
BRK.A 9.34890777455343% 13.8676117723514% 14.0678223254078% 11.5644971882187% 10.6372264642032% 11.2413270006409%
SDY 5.66633016273729% 9.90125762730561% 12.2356333517542% 9.95882332658531% 9.16854307284806% 0%
PID 7.08128329127101% 12.0576367463541% 16.2624649854292% 13.0593053557888% 12.1224851943738% 0%
IDV 8.20021116385756% 13.3923011515278% 15.8652032301381% 12.6054789303962% 12.7435746948974% 0%
HDV 2.70056921523609% 9.68255669975432% 11.9102419777503% 9.72493250677212% 0% 0%
DWX 7.0096459631173% 10.434774544877% 12.0893151366001% 10.4649680176478% 11.5972269734614% 0%
DVY 5.40353529601307% 11.6142783111143% 14.554350911853% 11.2654309276921% 10.1224244454206% 11.611060466581%
DLS 9.09588005751945% 12.0064818093833% 14.909981334353% 12.152789576373% 11.9209329286714% 0%
DLN 5.22043186882781% 9.77230011414555% 11.866741200754% 9.91730085065176% 9.0679959181007% 0%
DGS 6.72115923767578% 10.3775039480033% 13.8966666511896% 12.2735460716578% 12.9372162147738% 0%
DEM 5.03983606010738% 10.4549300896147% 13.2261330116476% 12.1369490641382% 12.4751714750757% 0%
BTAL 12.0434236255051% 11.8677501014013% 12.5173007923431% 10.6461758860258% 0% 0%
MNA 2.26096165344397% 2.77377334171179% 4.58286739894139% 3.63269745502835% 0% 0%
RLY 4.26168795095929% 10.5492723813978% 12.1147565232281% 9.68423541999801% 0% 0%
CSM 6.86923915066193% 12.7609554765212% 14.085580025769% 11.5805737501901% 10.8581060168882% 0%
QAI 1.54354255628305% 4.28471420840824% 4.37492641508878% 3.62494534000421% 3.47600045048013% 0%
PWC 7.42005130564847% 13.4825334399642% 14.8263774905902% 12.2855222490963% 11.8669268766102% 12.170256804783%
PDP 8.68617127524734% 15.0114291162208% 14.745696337303% 12.2004613036946% 11.5211280602146% 0%
HDG 1.38717604414358% 4.61475985757189% 4.89215125246526% 4.08299999369229% 0% 0%
PRPFX 0.688973238965035% 6.93679442227648% 7.9417306404577% 6.22009499282801% 6.25083805372968% 6.63447916421641%
RSP 6.72522376321477% 12.0677298865669% 14.4188390108128% 11.8055152418694% 11.2572638630292% 12.5377448873322%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
BKLN 0.10 0.24 0.26 0.24    
Peer Group* average
60% Equity / 40% Bonds 0.81 0.74 0.70 0.67 0.65 0.65
Global Equities (ACWI) 0.97 0.95 0.94 0.94 0.99  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.81 0.74 0.70 0.67 0.65 0.65
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
GABCX 0.0680134800178585 0.159317442569385 0.172698429599703 0.157954557716843 0.160235431974566 0.166286382577862
VYM 0.686875373760447 0.766454939380965 0.833927046308256 0.849802640319971 0.847071511589807 0
WFAIX 0.809978963123338 0.722241264889154 0.657726935096283 0.632076022858018 0.645272868309996 0.693799578372282
FPACX 0.524093967188804 0.636436218742044 0.723260864488139 0.672114039676332 0.649060929083387 0.627871892735914
VGSTX 0.834833296642464 0.770369489654127 0.732358719114385 0.649275889450202 0.657268846011332 0.667978217868953
VWELX 0.665885530713259 0.687843786427488 0.679463217341406 0.591475144522203 0.60339037075356 0.615939161557641
VASGX 0.833449378118207 0.817377876713451 0.807791382036614 0.790123109585788 0.807943072708375 0.842175095541704
VWINX 0.549136013835004 0.502881315695133 0.461650888553643 0.411960734772826 0.381031140707552 0.382631317059743
VLAAX 0.856370899649818 0.784175377513558 0.708488068722491 0.667658702335575 0.66973472805004 0.700096859516116
VBIAX 0.770548532515029 0.734101387919116 0.692394795641892 0.661572665704751 0.645240719682947 0.642817586714218
SWOBX 0.7734493735725 0.689371554481956 0.665322188885427 0.655525628432525 0.64981422490569 0.641353052360606
JANBX 0.757205854350119 0.69556135774895 0.671423569986952 0.648530631322188 0.646202880520254 0.606377825350091
FPURX 0.83581983184062 0.749101097898603 0.715939949374813 0.709833869591063 0.705276092632103 0.705031040279831
FBALX 0.75707103839246 0.78381774753208 0.776262061572412 0.756909605183135 0.729293270509803 0.745417721654759
DODBX 0.56189826050295 0.629012502572534 0.732597308241277 0.73299392337112 0.758539954468593 0.792634728786407
COTZX 0.632045443028929 0.478648873816728 0.408869871252454 0.35465273098641 0.43057970718403 0.546756731282319
BETFX 0.692666126367093 0.676909234081754 0.658749290500241 0.618773199640726 0.623741834338119 0
XCOR 1.14715813674022 0.86571192859141 0.898375559105999 0.92847538164353 0.965427926419507 0
NAVFX 0.944760552410941 0.905994566630882 0.905458189037331 0.915657490155347 0 0
SMIFX 0.781121418195072 0.51103610864379 0.727236809803277 0.788698950770935 0.867662554655589 0
VWLTX 0.571878596654885 0.37275846974208 0.243034270075169 0.149569482507303 0.0972213550832735 0.09809632022118
PRINX 0.507295574790458 0.33606574198206 0.233179591979907 0.146089390225635 0.0960970410297753 0.101586982270992
MDNLX 0.383389265433684 0.319636420524973 0.232345844476153 0.151707406212424 0.0988623824455505 0.0998149747930366
FLAAX 0.499401362069919 0.396912944420236 0.281846401706116 0.178918961351718 0.117878432761561 0.13357281807534
FHIGX 0.505538366321446 0.333359209968145 0.224636394617056 0.138544264373716 0.0895471325206727 0.0903720889845806
VWIAX 0.55037887774872 0.502968633520738 0.461828891353412 0.41214340463731 0.380773904547831 0.382372734996694
VTINX 0.48884013416334 0.450498696049008 0.397369250234123 0.355432111188326 0.337741393387671 0.340702915864074
VASIX 0.522029989913484 0.423293853912019 0.338036772205442 0.281654559972365 0.258472476858942 0.27512170079482
TRRIX 0.464724254030804 0.481957135660212 0.49053642190045 0.457111378553086 0.464760198433179 0.47392923531158
PRSNX 0.405407934706474 0.309778850322863 0.322199241753706 0.244261066982248 0.230052749760295 0
PPSIX 0.343692540213803 0.333561823380628 0.386555599264945 0.313479438946237 0.298466618660978 0.418245450295656
PONPX 0.385709903517161 0.314940157707285 0.294428799079416 0.230564075510995 0.196123520981205 0
NPSRX 0.412596271932362 0.328396112485479 0.428774193113167 0.356188953344461 0.347450580724187 0
KIFYX 0.565936886979643 0.568263811324686 0.786890536627769 0.664121536266754 0.575182900127782 0.752064441069609
GSZAX 0.137978779855227 0.156253377660852 0.218296089090052 0.19805538171115 0 0
FCVSX 0.456085300173705 0.602983269171844 0.701315600871251 0.708687079377366 0.746220088547306 0.855994876296757
CNSDX 0.583921768089307 0.610531699907208 0.680231326637105 0.654444530802666 0.659338963847706 0.668125563696437
CCVIX 0.546320437900408 0.6549768999496 0.744689066574409 0.706753278299977 0.686629005606932 0.683095931266221
BASIX 0.308776404142599 0.186484063480892 0.212561807231137 0.17381428338473 0.153119551074315 0
ARTOX 0.592476945172343 0.550773853519037 0.52210850882096 0.499037692362156 0.496711856874974 0.492419291891515
TIBAX 0.532374906673567 0.601437904224578 0.750817123029089 0.724200474145375 0.703412970424729 0.73744097179751
NBHAX 0.581829113807007 0.730430592904937 0.779741211334023 0.755686657797997 0.722343586755452 0
LGMAX 0.954489393123563 0.957082556040722 0.85166712553166 0.80452171320745 0.827272087047824 0.844677381163407
CVLOX 0.796097070789907 0.846406567578858 0.869211729298853 0.832311069257583 0.777072335555463 0.790426260217395
LFRAX 0.0151583100281138 0.131771323050685 0.262981190646071 0.228562267671199 0.213678034799072 0
VEIPX 0.648143166234273 0.752369031248188 0.823618617110221 0.837388189320574 0.841472815084897 0.860070125014852
SWDSX 0.682864903928439 0.769242761842986 0.887241322368641 0.926499491555089 0.934588636515207 0.901786031623404
PRFDX 0.759674308140628 0.810703471738701 0.923784656929719 0.941695656377861 0.957617472892986 0.981650408307917
MDDVX 0.634828086227257 0.657794492183959 0.803171345892014 0.838031144034567 0.849262254297004 0.852754982787679
LCEIX 0.726466983508203 0.743998132738708 0.803710216865032 0.764869531040919 0.798112488052298 0.833117150611979
LBSAX 0.671822444172354 0.774243922278256 0.818585923587972 0.833998029831781 0.836944532086658 0.832415147376477
FSDIX 0.68495615243334 0.680980498071756 0.726990496059307 0.701407150426517 0.718582891308349 0.82755824236795
FEQTX 0.642334607348496 0.73613024254344 0.871018986856498 0.888270692522401 0.938725461472704 0.984402835635049
VMNFX -0.0857747747608744 -0.112224087148423 -0.042818973569321 -0.0433495893284827 -0.0200125373221729 0.000895906668963934
JMNAX -0.0523704280256564 0.0190365895918518 -0.00195621511571505 -0.00139934588168333 0.0317733710220847 0.0242294120250507
CVSIX 0.0435822577028953 0.193784105599528 0.18806540506193 0.193231623933334 0.228549708140229 0.269633522672959
MLSAX 1.24540776188162 1.2397727696974 1.12251515060466 1.01425906508431 0.850821709094647 0.6707396885671
MFADX 0.205805612540416 0.383912527434476 0.545467890823114 0.52634548640521 0.52008292850267 0
DHLSX 0.498584217762163 0.536920831235424 0.667426694209447 0.696146855167926 0.672414039502485 0.663374372776817
BPLSX 0.549202831253293 0.532668516061849 0.58247891693888 0.550846279155951 0.56080985850785 0.628219885822573
BLSAX 0.639782559931375 0.716328185472408 0.746780877037491 0.671147476618609 0 0
ARBNX 0.226840291374621 0.123294329749198 0.127242460806662 0.099605229325257 0.0923283112168943 0.103085663449749
ADANX 0.155385589433485 0.117732415621039 0.203773298918143 0.167994042561221 0.131469635264613 0
PYTRX 0.492302242072929 0.20542642699209 0.195406719604925 0.178842385451027 0.152917582294261 0
PARYX 0.124825706639615 0.0941391664010682 0.102443550499138 0.0836932241883381 0.0718120214003618 0
JHAIX 0.279408519376135 0.300097066968048 0.271363789144103 0.247341341105774 0 0
GARTX 0.315513219961751 0.355788657588944 0.363182307594634 0.355492510926833 0.348945474257591 0
GAFYX 0.121723749869703 0.203193732164715 0.232432210594538 0.283213428575138 0.328912804535964 0
EIGMX 0.10582146212021 0.0591021439468841 0.13165235069835 0.117683435645729 0.106345526375614 0.0947616236420161
DVRAX 0.27008702403406 0.265030515162245 0.281584700195588 0.266562875254906 0.242079297015487 0
ASFIX -0.335870124356698 -0.372655646516141 -0.299750121057811 -0.314402525568388 -0.225805628202493 0
MYITX 0.724911976209318 0.876074048957677 0.868079780846271 0.849090282894895 0.926478906909013 0
VGLSX 0.805131456440495 0.686467427794238 0.616049006923552 0.644180403825436 0.696891234706167 0
TIBIX 0.530132745685198 0.600324943289369 0.75249854941182 0.722671811066152 0.704773111972888 0.738415456916472
PAUIX 0.574818707658525 0.624372178783816 0.636765234034322 0.532367242498855 0.466583771526981 0.440883874858722
MFWIX 0.684518315408725 0.642461214633948 0.61828189843315 0.582660002671019 0.592428671181184 0.587586876496515
MALOX 0.776447231650961 0.58536125485027 0.623478181474116 0.599246619135415 0.618083739944911 0.607152692556647
LSWWX 0.957209973531628 0.956923500893439 0.851727521211305 0.805449564687897 0.829011765890963 0.845688751136312
LCORX 0.637251852871464 0.506373229418261 0.513465602447987 0.485972386632571 0.561508495732076 0.609909538244554
IVAEX 0.72158097373363 0.700394877174733 0.773329566374282 0.812212198200753 0.851552148506266 0.745343527208499
GMWAX 0.716107178533532 0.609082856916034 0.595794677526789 0.574885793132966 0.573353989623163 0.555638667112045
GLBIX 0.63054073020184 0.520980148225617 0.533182783437534 0.507586614606796 0.562067509159481 0
GBMFX 0.483366036097611 0.352228752475398 0.387768213607598 0.401875578057936 0.406898940490766 0.388397814912522
DSHGX 0.796696066327895 0.855882530165224 0.923181289931996 0.932125457766195 0 0
BPGLX 0.725143367035912 0.63324195090906 0.648799265387428 0.643508166949648 0.680714289775887 0.755174950443771
SFHYX 0.415774822374027 0.261221006712594 0.249196140559178 0.268779772263399 0.264541741067252 0.2716794694067
PMSAX 0.191723192974004 0.229019990525141 0.280174338784129 0.260865306417959 0 0
AVGRX 0.140489046404726 0.43077563851191 0.424912465014215 0.436028689254137 0.500192105571334 0
AOR 0.75842956875338 0.69013913051328 0.65104888640432 0.621618813293199 0.627351329642462 0
AOM 0.649636080303672 0.567809419195367 0.499209832603714 0.460819999904817 0.45107679347521 0
AOK 0.596168383615028 0.502848952344301 0.43432978799047 0.387183253513963 0.352489307098007 0
AOA 0.864584526782928 0.816302289951839 0.804280524803912 0.785280487403203 0.835377955507658 0
FV 1.43961480397144 1.06871449809004 1.07510559958139 1.08657117673602 0 0
PGX 0.843413275894752 0.641848933913727 0.56149894131698 0.42457085246251 0.361219118346413 0
PFF 0.69601750432535 0.591990165014524 0.596513831710048 0.473547720783782 0.434184221984073 0
MDIV 0.518856102018247 0.661434173170695 0.892025018723091 0.802895877982776 0 0
IYLD 0.485257207191885 0.557833461414348 0.628416543562837 0.539980854134397 0 0
INKM 0.649697379823264 0.595470843852736 0.635714130326962 0.56929781829241 0 0
CWB 0.626716677028763 0.662136147420803 0.771434049700843 0.754011493413834 0.73826902114013 0
CVY 0.804737844134181 0.890861922609674 1.08395326170539 1.04191645273917 0.97739713633035 0
BKLN 0.102564470959849 0.243570282129264 0.255018559752808 0.240348676996307 0 0
BRK.A 0.702909577195264 0.858716706441445 0.872072567044428 0.867048901795408 0.732683056945597 0.696795997686734
SDY 0.700085612621963 0.769048981526047 0.851424860615497 0.842620229851863 0.838285436421146 0
PID 0.895438133296904 0.850761039537852 0.967731614005536 0.944110596448377 0.953526315618727 0
IDV 0.754152252187262 0.779313018261679 0.898972375091402 0.87602310220248 0.967022731795991 0
HDV 0.394988119742441 0.662722701593569 0.79542655600101 0.780008671957258 0 0
DWX 0.630252439914763 0.657253042444942 0.720919169589348 0.712950253821058 0.844853071062443 0
DVY 0.660358349101724 0.763171942286419 0.872262037406035 0.830346538870598 0.81134151897376 0.846603359412623
DLS 0.878904175929006 0.815139900612246 0.911054935239032 0.880901196114848 0.91834594898913 0
DLN 0.749201086897542 0.79486073737204 0.875360131308014 0.887315275361279 0.870306590928291 0
DGS 0.755115067073485 0.683737908492376 0.806340820645981 0.810893560751317 0.90420616206625 0
DEM 0.710123094211957 0.65474576023344 0.753879640284368 0.782083383556264 0.86617266139973 0
BTAL -0.816830188774615 -0.546417247359964 -0.534378728413791 -0.57785108071076 0 0
MNA 0.0982362225656122 0.10083875698493 0.155182617123156 0.127268154586708 0 0
RLY 0.339614529264356 0.571470856357129 0.677069026841293 0.662689611266865 0 0
CSM 1.04670019634837 1.02067771631831 1.03813675711693 1.03440567919091 1.03580696615803 0
QAI 0.33860729452157 0.334408909817208 0.3110585517375 0.301574282874281 0.292810654254135 0
PWC 0.965423712175329 1.03816368735496 1.02033114795452 1.01169680226942 1.04552465840695 1.01154924430465
PDP 1.21828099909516 1.11728016270761 1.05339384579404 1.02340729604091 1.02457884342355 0
HDG 0.249708572361551 0.321723381758071 0.338164627750531 0.340467817939407 0 0
PRPFX 0.283124161449152 0.517572460437141 0.56862716091196 0.510766530465752 0.505753582678885 0.489611602274858
RSP 0.995937763837023 0.986489372312554 1.05369948187396 1.0442329229598 1.06207699706773 1.10573484384555



  Compare: Correlation

for period ending October 31, 2024

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.66 0.77 0.82 0.79
to S&P500 (SPY) 0.58 0.78 0.80 0.76
to U.S. Bonds (BND) 0.52 0.47 0.39 0.26
to Commodities (DBC) -0.55 0.27 0.51 0.52
to Gold (GLD) 0.04 0.17 0.20 0.10