for period ending September 30, 2026
Quick Links
Overview
How to Invest
How to Rebalance
Compare: Total Return
for period ending September 30, 2026
5-year graph
● BRK.A ● 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 | ||
| BRK.A | ||||||||
| Peer Group* average | ||||||||
| 60% Equity / 40% Bonds | 6.5% | -1.4% | 8.5% | 14.9% | 7.3% | 9.3% | 9.9% | 8.0% |
| Global Equities (ACWI) | 12.9% | -1.2% | 16.6% | 21.8% | 11.6% | 12.5% | 11.9% | |
| U.S. Equities (SPY) | 12.7% | -0.3% | 15.7% | 22.8% | 13.7% | 15.2% | 15.6% | 11.1% |
| U.S. Bonds (BND) | -2.4% | -2.2% | -1.5% | 4.2% | -0.6% | 1.1% | 1.8% | 2.9% |
| 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 |
| VGLSX | 10.165241478530884% | -1.565% | 14.743269303107255% | 18.475174311864585% | 8.579946859791733% | 6.911573740467936% | 7.447811590566067% | 6.561776648586104% |
| PID | 0.1176269574277633% | -5.503942126139183% | 4.1172811110282925% | 12.558107218914948% | 7.8472068698259845% | 7.697814487333554% | 6.72363988360043% | 4.705789471916244% |
| FPACX | 7.030680706173698% | -2.443% | 10.333165085450236% | 14.801030415602167% | 9.014876480552637% | 9.600814653247003% | 9.916693352913919% | 8.383807753204575% |
| VGSTX | 5.51735686182% | -2.463% | 8.553481781205585% | 14.430861021083373% | 5.810887045535318% | 8.879889873426094% | 9.431290137264048% | 7.534635523193689% |
| VWELX | 5.878423858599513% | -0.714% | 9.23570955168227% | 16.636199052395128% | 8.691542407801345% | 10.06476516188175% | 10.648326641128492% | 8.666701393632525% |
| VASGX | 9.888257961185998% | -1.653% | 12.955920063404491% | 18.415623907403255% | 9.173000774944517% | 10.379836101450323% | 10.666164532092592% | 7.801187576784541% |
| VWINX | 0.5326904684125999% | -3.402% | 2.4662404630371393% | 8.609550604025129% | 3.5202628790874213% | 5.357006091889471% | 6.546914421080685% | 6.291220065600767% |
| VLAAX | -7.507405555852675% | -4.211% | -11.017053698534262% | 3.943897506011629% | 0.8166771057388722% | 6.317778093309112% | 8.143727675505197% | 6.69051915493919% |
| VBIAX | 6.387163889205638% | -1.459% | 8.370386100801209% | 15.053374623699757% | 7.373135310818868% | 9.372548427529637% | 10.006424527760437% | 8.135319400247788% |
| SWOBX | 4.753687540257867% | -1.265% | 6.874767106808166% | 14.125417825121778% | 6.268702450848895% | 8.488393988159327% | 9.06142963489238% | 7.00855876815063% |
| JANBX | 3.109335494889609% | -1.649% | 4.83373136456422% | 14.863754161489107% | 6.883061271390556% | 10.06361574067769% | 10.189910371827748% | 8.65309644402259% |
| FPURX | 9.543816437504216% | -0.562% | 12.551278671623823% | 17.811729591726678% | 9.514311070820058% | 11.293884990367765% | 11.37036302544512% | 8.863750115490943% |
| FBALX | 10.50321679830921% | -0.705% | 13.770946503392523% | 17.90440585080035% | 9.603587003558989% | 11.634671349242653% | 11.58322420021005% | 9.073303854706992% |
| DODBX | 2.1354585520222624% | -4.556% | 4.046960253394372% | 11.011502556576037% | 6.732962975217993% | 8.694736655818858% | 10.367975627048143% | 7.268347214481685% |
| COTZX | 1.4596252246596553% | -2.183% | 2.9607781330147853% | 11.100324049784582% | 4.326287770477033% | 7.423235654337135% | 7.822734493474215% | 6.730854545148723% |
| BETFX | 7.288915614627167% | -1.71% | 9.79719301147981% | 14.479447431353499% | 6.8368881976822005% | 7.293704130158973% | 7.58031292524628% | 0% |
| XCOR | 11.616437030446992% | 1.453804809052328% | 14.53702910977075% | 22.421653980321633% | 7.973200579349915% | 10.952200641431343% | 11.38609117333389% | 7.7655058725484505% |
| NAVFX | 7.01861444435401% | -1.437% | 8.786186362596604% | 19.645431842922733% | 10.430360813752571% | 11.040045503903627% | 0% | 0% |
| SMIFX | 10.765386670192289% | -0.65% | 8.009710812198346% | 12.79965508613381% | 5.911527134114891% | 8.557865581213363% | 9.491249459967332% | 7.227156943986035% |
| VWLTX | -4.941685048027111% | -4.388% | -3.9352361373178546% | 1.100082456900342% | -2.38417590743617% | 0.626800717955045% | 2.1536311704456246% | 2.7088871158896133% |
| PRINX | -6.0247745277276055% | -4.489% | -5.433930954889387% | 0.2701573256223% | -2.7299407655726693% | 0.22810893582372316% | 1.9408110051295724% | 2.569288147860993% |
| MDNLX | -4.19869676037159% | -3.487% | -3.6219721542258387% | 0.15534437777446897% | -2.6687848454653884% | 0.11587249197659855% | 1.665215709772938% | 2.3175838910519886% |
| FLAAX | -4.70434036354982% | -4.717% | -3.4022934164270047% | 1.3317053237636767% | -3.4076755557601257% | 0.18890924638210738% | 2.141424647993162% | 2.790500850096622% |
| FHIGX | -5.59789286466168% | -4.193% | -4.530809362051558% | 0.16033300911098003% | -2.780881802007351% | 0.2912438401001083% | 1.8283016910608296% | 2.5152527931228574% |
| VWIAX | 0.5743841088802881% | -3.402% | 2.537419894234283% | 8.379768034307112% | 3.4316730788399585% | 5.348528486058224% | 6.478278977698704% | 6.262695613397651% |
| VTINX | 2.804821887318476% | -1.804% | 4.396890993335045% | 8.246983400000406% | 2.9769779712217392% | 4.584587916541549% | 5.029395971445916% | 4.923704914025051% |
| VASIX | 0.6675471427941115% | -2.145% | 2.0011363657862935% | 7.212114824744331% | 1.6366763587797761% | 3.3339173431200075% | 3.9737709364622065% | 3.9667604804995538% |
| TRRIX | 2.7443745222910154% | -1.878% | 2.403538602100874% | 7.709423805078908% | 1.9060762354688343% | 4.757936797836959% | 5.4511919906208295% | 4.880460169048706% |
| PRSNX | -2.7255739547607405% | -1.548% | -3.0160066123730456% | 2.1320817822250593% | -2.4051714402012925% | 1.1554903373322878% | 2.5232158873004673% | 0% |
| PPSIX | -1.0816493947975458% | -2.447% | -0.04987671953545769% | 6.928843868795953% | 1.8644494565056124% | 3.802936296265047% | 5.4116610012638455% | 5.170148464066915% |
| PONPX | -3.8079099568528396% | -3.299% | -2.3545351696168115% | 2.568703243727466% | -0.9480607624362869% | 2.0863579417358613% | 4.26724231863389% | 0% |
| NPSRX | -0.04445159598079895% | -1.935% | 2.4128250188881317% | 6.865032412517746% | 0.3020618312900014% | 3.3169949017843425% | 5.5571030235403995% | 0% |
| KIFYX | 0.08843284063690948% | -3.33% | -1.326075966050444% | 5.37484202820242% | -0.06926119013287435% | 1.855226702223578% | 5.040783295884688% | 4.02970397218172% |
| GSZAX | 1.3950536907634703% | -1.099% | 4.3155442322514% | 5.129912589842145% | 2.4606618042130712% | 2.4616450450448912% | 2.737182552185158% | 0% |
| FCVSX | 14.6218580801597% | -1.026% | 15.97271847012751% | 18.30780641518228% | 8.585571400930547% | 12.435786403818172% | 11.571518347424403% | 9.274438441264788% |
| CNSDX | 13.329776178885% | -1.724% | 13.828629001228654% | 16.088444340594354% | 6.137420550728678% | 10.355284963366064% | 9.98248787454643% | 8.56587845345178% |
| CCVIX | 16.683103906320284% | -0.787% | 18.46137552634861% | 17.323562682662953% | 6.030156939912579% | 10.968986812007643% | 9.572909548664077% | 7.91154070225073% |
| BASIX | -2.0725491714126854% | -1.602% | -1.730800377781605% | 2.7417557330110087% | -0.30168211860478467% | 1.8232209713725966% | 2.4053735124568876% | 0% |
| ARTOX | 3.2599967113627004% | -2.272% | 4.804243102028405% | 10.161976584266053% | 4.258866112917481% | 5.808520736349543% | 6.367380507308251% | 5.5476733113418275% |
| TIBAX | 15.827135259563185% | -2.479% | 23.6840817686083% | 24.935835105231206% | 16.165797142313075% | 12.011817824103389% | 10.6197601713103% | 9.004216466205929% |
| NBHAX | 3.0652537121576673% | -6.173% | 6.333524100609389% | 14.965384998146325% | 9.15713354773331% | 8.782941101008856% | 8.951528520798169% | 0% |
| LGMAX | 4.5374305229562095% | -4.161% | 7.482582612563737% | 14.916625636096747% | 6.006401553942342% | 9.05192456324957% | 9.33204853167664% | 8.409133918828783% |
| CVLOX | 14.752058908264098% | 0.197% | 13.758815667800594% | 21.94475223571304% | 9.4926188420835% | 10.936286193075983% | 9.215246532281274% | 7.530617969850262% |
| LFRAX | 1.285047424238006% | 0% | 1.821701614297333% | 2.6898732556376537% | 1.2375851064438725% | 2.1851217337240936% | 3.3140938052065305% | 0% |
| VEIPX | 7.644890520184111% | -4.619% | 11.455724550969038% | 16.994548357440564% | 11.41600296309746% | 11.582316545444504% | 12.89630024503905% | 9.586283069843105% |
| SWDSX | 7.439379122455225% | -4.172% | 9.613418360421289% | 16.779352633877174% | 9.304873349808961% | 9.065077749169358% | 10.49363268249104% | 7.472446563753099% |
| PRFDX | 14.94229788722652% | -3.229% | 19.380694080401394% | 18.080128030957333% | 11.134982347850443% | 11.169543473194633% | 12.00875410046871% | 8.38724100038517% |
| MDDVX | 13.131763370682869% | -3.24% | 18.9233681276346% | 18.763624470290097% | 8.842256704031737% | 10.487909621061874% | 11.161172606176994% | 8.639011101817374% |
| LCEIX | 6.700220028352355% | -3.363% | 10.19835237562825% | 15.56470510282406% | 9.791024203426367% | 8.901871020279595% | 11.127347629873618% | 8.281620969052316% |
| LBSAX | 9.286200364841424% | -3.319% | 11.933651417328495% | 16.758755120290836% | 11.029962262004545% | 12.239577652979229% | 12.94653888383861% | 9.745870682723211% |
| FSDIX | 10.247648019687183% | -3.075% | 12.750514649425693% | 15.212704894517648% | 8.230717672971434% | 9.364948461594459% | 10.555278849564376% | 7.729961215082559% |
| FEQTX | 10.23986413919964% | -5.283% | 15.8439423617893% | 16.05415067419649% | 11.019329933720101% | 10.570003922474891% | 12.049170316697321% | 7.680289230718951% |
| VMNFX | 18.76110010585361% | 4.013% | 21.047956048244366% | 12.274256369928382% | 13.8274011940132% | 5.689400479312945% | 4.668964922246621% | 3.528012136939296% |
| JMNAX | -2.1300784111066062% | 1.713% | -1.9304606617807862% | 5.171000153151062% | 4.890080523145435% | 4.469785776611057% | 2.825751929507314% | 2.6744172313466708% |
| GABCX | 4.139005315418598% | -1.222% | 4.419852704575167% | 7.059986411277874% | 4.869876656304917% | 3.821588776412499% | 3.722996767362896% | 3.65792096674169% |
| CVSIX | 3.9615765636191735% | -0.085% | 5.401590162252368% | 5.163211352704433% | 3.7596473544872833% | 4.052641958145564% | 4.1937065535190055% | 3.6454897492471217% |
| MFADX | 9.739424792812045% | 0.902% | 12.0091420051891% | 13.08984655551173% | 9.763377806919182% | 8.609422979664071% | 6.249849696830401% | 0% |
| DHLSX | -2.4211489398546115% | -3.302% | 2.6388818347734544% | 10.772872683326362% | 6.373549507549003% | 7.144894672196389% | 8.220874679695566% | 5.889712888009946% |
| BPLSX | 23.796791478415603% | -1.153% | 30.9322936629562% | 25.681949105473613% | 19.593637493873906% | 11.138412516181017% | 10.353806950758848% | 10.941977938648462% |
| BLSAX | 23.85688658088072% | 0% | 29.6037930080179% | 22.41066152966249% | 7.642454337040583% | 6.298607945267931% | 0% | 0% |
| ARBNX | 3.3524651544874384% | 0.835% | 5.4007098254674535% | 6.132777652672838% | 4.027123796756227% | 3.675601735593159% | 3.0229392926707677% | 3.3981843094030184% |
| ADANX | 3.5129077427189737% | 0.151% | 5.277325949879752% | 5.299246337648356% | 2.856950104846523% | 6.3435963320863875% | 4.0296632921283715% | 0% |
| PYTRX | -2.9665284624831534% | -2.75% | -1.9309029740755879% | 4.196232741061934% | 1.3408652071185578% | 2.289904636290818% | 2.19668683926304% | 0% |
| PARYX | -0.03929758709071418% | -0.76% | 0.47240073676215744% | 2.5083330784598346% | 0.37967785238528506% | 1.7512350533422705% | 1.6318095650449838% | 0% |
| JHAIX | 0.2782619685160137% | -1.82% | 0.18519610080736104% | 4.091121610810844% | 2.572589256951807% | 3.090306556495981% | 0% | 0% |
| GARTX | 7.723827822889162% | 0.091% | 9.520391541282457% | 8.928888643311383% | 5.458872509466928% | 4.9655145346444% | 4.344665549898319% | 0% |
| GAFYX | 13.099964438994016% | 0.538% | 13.992081837750113% | 8.439453579286415% | 5.951462151697484% | 4.488970998573394% | 3.869163703570133% | 0% |
| EIGMX | 7.254445975181878% | 0.765% | 11.298885490774136% | 9.790877601491111% | 5.6914326880245% | 4.471321309935172% | 3.907931099016504% | 4.423946958821623% |
| DVRAX | 2.3967021373416886% | -1.09% | 3.2673292409920895% | 8.688553613787287% | 5.145499948334953% | 4.761414431277444% | 4.320364708161151% | 0% |
| MYITX | 12.427746212485236% | -2.443% | 20.203480177962184% | 22.70722848379403% | 10.498397086522315% | 7.230329147615278% | 8.050544341274657% | 0% |
| TIBIX | 15.96123169207817% | -2.422% | 23.965466664725387% | 25.44677375202813% | 16.57706887481116% | 12.327481340278101% | 11.232678597468283% | 9.543439365795425% |
| PAUIX | 3.797231612981422% | -4.715% | 6.762604878541678% | 8.955212726125872% | 2.137302486332815% | 3.860230078497895% | 3.7364279141164136% | 4.356707216600886% |
| MFWIX | 5.4221340599006185% | -3.727% | 7.994351947766276% | 11.838157660732595% | 5.425679596527888% | 6.343420878414974% | 7.263539217462411% | 6.276890583753958% |
| MALOX | 7.030666523291607% | -1.535% | 10.509074662457142% | 15.638046789142379% | 5.725604450022526% | 7.499969985332311% | 7.337431036377273% | 6.533141609161763% |
| LSWWX | 4.784668374007062% | -4.128% | 7.751625786656935% | 15.196236283414354% | 6.269772639830462% | 9.323819819144873% | 9.732881196657317% | 8.77781695655029% |
| LCORX | 7.127513660446838% | -1.751% | 7.5026140784821616% | 12.90919789302265% | 7.918961587464501% | 8.066321959154422% | 8.073446603345968% | 6.701439079104077% |
| IVAEX | 4.731494514466528% | -2.818% | 6.811353723112834% | 16.162422039567637% | 8.701439279863754% | 8.019055542459984% | 7.401615161253394% | 6.926657617022625% |
| GMWAX | 13.057182592595984% | -1.419% | 19.33685427564198% | 17.25192243886302% | 8.766685731908307% | 7.481381213047533% | 7.120583717363638% | 6.184336995818773% |
| GLBIX | 11.122469583182326% | -1.131% | 14.107749024485393% | 12.435963846715726% | 6.947320462554019% | 6.207850959860983% | 6.414646550907843% | 0% |
| GBMFX | 12.487090419651103% | -1.533% | 19.452245021799854% | 15.363179208911838% | 9.808201853507681% | 6.469035398612832% | 6.137214428893567% | 6.077949190012322% |
| DSHGX | 14.23330944640895% | -1.725% | 18.57115461214931% | 21.817059923116844% | 12.926209162612402% | 12.740190815235541% | 0% | 0% |
| BPGLX | 7.399023656113135% | -2.267% | 10.922844125119301% | 15.276010556349085% | 5.889944252923773% | 7.255452370354831% | 7.2184908937710235% | 5.184433918520104% |
| SFHYX | 2.9645462835340197% | 0.484% | 6.027940917037133% | 8.09717119725859% | 2.66883804156528% | 6.980272542154831% | 6.577476401005722% | 6.488363814319653% |
| PMSAX | 6.5559123009584% | -0.327% | 9.365607269105624% | 8.288902449277934% | 5.586140108333648% | 4.506644811828053% | 0% | 0% |
| AOR | 6.709122624027719% | -1.7493547462001713% | 9.315108221434842% | 14.51932221721355% | 6.885128985999467% | 7.947517757731615% | 8.447181067053823% | 0% |
| AOM | 3.6340660233155075% | -1.9907500502714504% | 5.71578317655983% | 11.158230757680165% | 4.5340812825521715% | 5.763682555073935% | 6.1375404985385185% | 0% |
| AOK | 2.536891413941289% | -2.051264614592496% | 3.927191900637439% | 9.492488175225876% | 3.3359093840509946% | 4.652731301967261% | 4.910979518696101% | 0% |
| AOA | 9.710051007161514% | -1.6182866390209494% | 12.865760667511307% | 17.946916997477615% | 9.231092910938997% | 10.105848279598483% | 10.742655727224415% | 0% |
| FV | 16.86437615361296% | -0.0612745098039213% | 19.006694147626966% | 18.749288506718642% | 10.572651289270985% | 12.93191191447185% | 0% | 0% |
| PGX | -6.139153855118917% | -4.205629702913782% | -7.600315090459442% | 3.3324889164940252% | -2.0453855287241196% | 1.5829306596534254% | 3.9063268540622476% | 0% |
| PFF | -1.385019764052109% | -2.61707120358724% | -1.6206309390799256% | 5.498285257307867% | 0.4097038508943385% | 2.77450608535883% | 4.63728321468444% | 0% |
| MDIV | 6.359791919766833% | -4.803141556465618% | 6.459231417830957% | 9.984267685755889% | 6.086403562909237% | 4.594626868950669% | 0% | 0% |
| IYLD | 4.263696357563607% | -2.0922974228524627% | 6.945969082227288% | 10.038355026640522% | 3.1918797907251495% | 3.479223454295144% | 0% | 0% |
| INKM | 3.154998557094846% | -3.785617684092713% | 4.440076495807865% | 9.747600236955511% | 3.569780218724672% | 4.855839710231025% | 0% | 0% |
| CWB | 14.649891901751278% | -0.8381421313429005% | 13.637473146044377% | 16.44885455492777% | 5.525221867043362% | 11.127049014512579% | 11.192009368682987% | 0% |
| CVY | 9.003563704891416% | -6.3300765428425% | 10.217003286745463% | 13.495522187942699% | 8.062892920361907% | 8.165984047082976% | 7.555757849917777% | 5.630562238416692% |
| BKLN | 1.9750344639743345% | -0.1271020727414917% | 4.009455099081638% | 6.747245947854541% | 5.44033122709624% | 4.185165854780748% | 4.369414725815024% | 0% |
| VYM | 10.056037406827677% | -4.764768364230587% | 12.80554205235791% | 17.687470072925304% | 11.64138819853655% | 11.285078217172174% | 12.767303385570594% | 0% |
| SDY | 7.246282961145911% | -5.673135003071694% | 7.342646957495358% | 11.277549467483517% | 8.133638286434541% | 9.164034883382733% | 11.372300741131669% | 8.474701236000204% |
| WFAIX | 6.322369242991499% | -1.076% | 8.264937919773473% | 15.289809801458532% | 7.628303317038876% | 9.325223913088433% | 10.802261333522377% | 8.186798334631895% |
| IDV | 11.49920357264078% | -4.825498374656823% | 22.187607666701492% | 25.415601707329373% | 13.553477953606707% | 9.700554599277345% | 8.588147486238196% | 0% |
| HDV | 17.454537729577524% | -5.038786018014097% | 17.845025494303624% | 16.041965439089267% | 12.09041407152618% | 9.432378277641806% | 10.965998034883961% | 0% |
| DWX | 7.031395730442913% | -3.7565668912962535% | 11.819260414544708% | 16.35052867152944% | 8.37214745714121% | 6.779935881063737% | 5.115406151583168% | 0% |
| DVY | 10.331479614656235% | -5.646212074207357% | 10.82614078464923% | 16.346263555693376% | 9.661340368975324% | 9.749487004685298% | 11.798871467568617% | 8.063680866360246% |
| DLS | 10.45440566079996% | -1.789505816147341% | 13.697818361224169% | 19.53924533804152% | 7.819163564541043% | 7.5303084057037895% | 8.644257754149809% | 6.17447953833179% |
| DLN | 11.826855280717051% | -2.8690600982701264% | 13.786799360828983% | 18.903406496350073% | 12.751144076267362% | 12.421457116931322% | 13.230635641426325% | 9.383059908830793% |
| DGS | 13.563482384092085% | -0.5069139663537614% | 14.996311666770424% | 14.87842619247186% | 7.82540864214718% | 8.444393698504404% | 7.2242162478838745% | 0% |
| DEM | 22.246164625211094% | 0.7761824939873208% | 25.25703889399862% | 19.16620395074755% | 11.090508058337956% | 9.423262297014446% | 6.001155705640926% | 0% |
| BTAL | -16.608756080611485% | -2.1207177814029365% | -22.725528764071655% | -12.02340397606264% | -4.316919067067781% | -4.102439859273932% | -4.0064932475080255% | 0% |
| MNA | 2.9058396200056125% | 0.5734571272528743% | 2.5905292479108777% | 5.668172751364353% | 2.5392363608094604% | 2.7261586714792063% | 3.2821969275713236% | 0% |
| RLY | 16.418785541584647% | -3.5591702730935704% | 21.059710137413656% | 13.92425562168742% | 10.71889407048905% | 8.06250554789585% | 0% | 0% |
| CSM | 9.775450375675998% | -1.463177568395546% | 14.603487830367555% | 22.530496132464982% | 12.94146226590911% | 14.077475251228911% | 15.004124209814185% | 0% |
| QAI | 7.549985079080868% | -0.9345794392523477% | 7.166220636336562% | 8.487442864660743% | 4.311115089026529% | 3.552238338122815% | 3.2736774154714654% | 0% |
| PDP | 18.414968035032576% | 3.050467289719627% | 16.764180124018168% | 21.609285333276663% | 9.30224970299447% | 12.805073128333678% | 13.38667908827631% | 0% |
| HDG | 6.3378952304357306% | -1.0060402783078404% | 8.133371380477827% | 7.463454552333149% | 3.3815415165749263% | 3.7411249315608464% | 3.3622808035102647% | 0% |
| PRPFX | 2.458127545283162% | -3.691% | 8.68076032935603% | 19.863628936107247% | 11.961487587367547% | 10.176584834505986% | 7.809085580626873% | 8.063101343111478% |
| RSP | 9.892140885764555% | -4.826132231374702% | 11.410956092739433% | 15.507911025095723% | 8.578557317724677% | 11.439664857056542% | 13.229642519739858% | 9.7929838404609% |
| Historical Return | ||||||
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 14.0% | -16.7% | 17.5% | 14.4% | 13.2% | |
| Global Equities (ACWI) | 18.7% | -18.4% | 22.3% | 17.5% | 22.4% | |
| U.S. Equities (SPY) | 28.7% | -18.2% | 26.2% | 24.9% | 17.7% | |
| U.S. Bonds (BND) | -1.9% | -13.1% | 5.4% | 1.4% | 7.1% | |
| 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 | |
| VGLSX | 8.581150618814704% | -16.776312978191367% | 15.494601249970819% | 13.88789803834678% | 20.680903912194015% | |
| PID | 24.48837101142236% | -6.487239651921617% | 14.295215217245705% | 3.0545293180257005% | 24.454961032045652% | |
| FPACX | 15.171270263063064% | -9.720837699302509% | 15.866841947504295% | 14.73916787550522% | 17.65254242334946% | |
| VGSTX | 9.653608085024823% | -18.054111799846506% | 16.20066936727449% | 11.02058377342896% | 15.862505894513701% | |
| VWELX | 19.008996431873793% | -14.38240700164336% | 14.294867235064302% | 17.360696476837955% | 16.488201218990596% | |
| VASGX | 14.351522356544887% | -17.20920415440672% | 18.749572155349025% | 15.302871033861143% | 18.551695829698044% | |
| VWINX | 8.462902329361178% | -9.11911085949596% | 6.994055083417705% | 6.456207620754029% | 10.94305960337445% | |
| VLAAX | 11.863049800798798% | -19.66481377395677% | 21.38982250175614% | 11.457557747375446% | -2.638984378375253% | |
| VBIAX | 14.216299349657113% | -16.905825969972433% | 17.56393129171734% | 16.855641505843533% | 11.386368158740122% | |
| SWOBX | 14.760728388634202% | -18.912255284186617% | 16.369411786572474% | 14.998409584522744% | 12.76057426330135% | |
| JANBX | 17.18911980733666% | -17.308848450158177% | 13.24540631730573% | 17.854270520863082% | 13.959544275709202% | |
| FPURX | 18.977072455683874% | -17.71581716115994% | 20.195370527059286% | 20.886654307964946% | 12.299428715011151% | |
| FBALX | 18.246118069980888% | -18.288764955740678% | 20.306298037834015% | 18.494578557792796% | 15.161139084838382% | |
| DODBX | 19.279409644565625% | -7.298137080054568% | 13.77080993305675% | 10.40574243759278% | 12.641802883384635% | |
| COTZX | 6.415340797756586% | -12.919270700667273% | 11.659732136471401% | 8.27116448579357% | 15.015556951502894% | |
| BETFX | 10.789453550484485% | -12.873826593523518% | 12.153059685792545% | 11.987811749815114% | 14.816254642940452% | |
| XCOR | 10.313764713563312% | -24.305939217995498% | 14.339159168667681% | 29.573799877846476% | 12.02289816185278% | |
| NAVFX | 15.842589586378653% | -17.889484963798495% | 24.54435602922651% | 25.749021877241084% | 13.327940701203445% | |
| SMIFX | 11.338417386848132% | -9.474748598460248% | 4.4319953066130235% | 19.956733989107445% | 2.2182385849034203% | |
| VWLTX | 2.2594479316686122% | -11.96917674938679% | 4.166663300032902% | -1.622134238273154% | 2.2638477713154304% | |
| PRINX | 3.1298443143286336% | -12.49384027711985% | 4.289499984445144% | -0.5060180129291214% | 1.046765307795483% | |
| MDNLX | 1.9311616651284558% | -11.852268766783746% | 2.716297300410142% | -1.4917322834645974% | 1.4531156659068456% | |
| FLAAX | 3.719624313000902% | -17.877091252189846% | 3.6453901940808775% | -0.042963155664255126% | 2.3935677444990366% | |
| FHIGX | 2.848216148126159% | -11.620489097206876% | 4.043806210933032% | -1.3730592990581658% | 0.5815690312840571% | |
| VWIAX | 8.557492717309167% | -9.038774987463416% | 7.076008146026158% | 6.554719286925992% | 10.063402146904377% | |
| VTINX | 5.248010439894801% | -12.755067747429916% | 7.528428793625497% | 6.371280546483082% | 10.646135524471179% | |
| VASIX | 1.9249570766644686% | -13.94035566937748% | 8.891365110928561% | 4.725714891387955% | 8.587496981336251% | |
| TRRIX | 7.4544732103660305% | -15.336518085002758% | 8.049323838459198% | 6.522458267064057% | 8.408253204953354% | |
| PRSNX | 0.3621786635443991% | -17.161853721641528% | 6.929644930050594% | -0.4255354756340646% | 3.626485010341418% | |
| PPSIX | 3.034806914397814% | -10.671166651224329% | 5.902418232820228% | 9.710194407461458% | 7.40858035853611% | |
| PONPX | 2.5026019892317786% | -10.930821271356628% | 3.242077888780237% | -0.5293562844081223% | 8.208152588254292% | |
| NPSRX | 5.153566172676127% | -12.838735471450512% | 1.4303202795377334% | 4.681747470257114% | 10.072759192279568% | |
| KIFYX | 15.440637337214325% | -16.332448384434308% | 8.787010492655023% | 8.396947713664105% | -1.8898147691557843% | |
| GSZAX | -1.5646940530585907% | -4.474503496929061% | 8.383027021186917% | -0.14965442497456571% | 9.02106282613735% | |
| FCVSX | 10.02182187454219% | -15.62492887872341% | 11.417819513965298% | 15.69600333912533% | 18.36564881803262% | |
| CNSDX | 4.934325072190426% | -15.516451184231094% | 7.743546429259651% | 11.523996230829692% | 15.313784884308546% | |
| CCVIX | 5.216076855280893% | -21.10208485886672% | 8.92424646104255% | 11.153470692609858% | 19.08313078478865% | |
| BASIX | 0.6895306357358244% | -7.633251462994317% | 2.9775984531579702% | 0.4908989475221448% | 5.537358700777717% | |
| ARTOX | 8.886981338176469% | -13.240777773886236% | 11.067491895403926% | 8.75022076606362% | 10.371551725551264% | |
| TIBAX | 19.99912460582143% | -7.571110785822088% | 17.97118280381904% | 13.804469382897855% | 36.312096043418165% | |
| NBHAX | 21.25154960572928% | -4.109756446476953% | 3.4231411951373802% | 15.155242747995734% | 18.703557869518782% | |
| LGMAX | 14.11250633473542% | -23.33106001149392% | 22.166289163597618% | 14.77159517025708% | 12.79050525649934% | |
| CVLOX | 15.782408583637086% | -22.166674119299312% | 13.577654377975644% | 26.204647905574753% | 15.855693620755451% | |
| LFRAX | 5.0865630247271865% | -5.129990833103326% | 3.6942722669745853% | 3.7174652282197407% | 2.4494806770755773% | |
| VEIPX | 25.549490748024507% | -0.1667605394718552% | 7.654944756155335% | 17.32666070992288% | 16.371647184377824% | |
| SWDSX | 28.118108786943964% | -6.838696117201626% | 5.172428832789588% | 18.85397911995861% | 14.303337722966813% | |
| PRFDX | 25.675671044125025% | -3.2514045403888137% | 9.652043527191356% | 13.562412858021045% | 14.225355657083426% | |
| MDDVX | 20.08005430341462% | -14.793966014471483% | 12.379686402382717% | 11.121942568085629% | 21.390719207565834% | |
| LCEIX | 19.037368166691927% | -1.6185886008104777% | 8.295307094633507% | 14.465279342850268% | 15.151046188408568% | |
| LBSAX | 25.98838336629874% | -5.614441528433323% | 10.213507363635932% | 16.506509010202876% | 15.118631189076703% | |
| FSDIX | 19.01236524280563% | -10.328923515032729% | 9.426751020225833% | 13.447232694405663% | 13.028388901363353% | |
| FEQTX | 22.202628144321412% | -1.6959839519950948% | 11.590181604198978% | 14.382675808134081% | 13.889032659129974% | |
| VMNFX | 23.372784993281194% | 13.477154871019525% | 12.239420184799865% | 6.060433885157712% | 9.084051099771662% | |
| JMNAX | 3.7922535802020985% | -2.382835646041903% | 8.051699705037962% | 14.711638019212426% | 3.3833408235529383% | |
| GABCX | 4.367789402894551% | -1.7259830174903068% | 6.72837331300673% | 8.403282503515651% | 5.779117106306941% | |
| CVSIX | 4.701200002648842% | -4.487938260105806% | 3.9169525484620937% | 7.418819379058572% | 6.826503046379995% | |
| MFADX | 8.316630976460782% | 2.7573323766211466% | 5.104167449511343% | 7.673428514787406% | 17.34141923776975% | |
| DHLSX | 19.402289400687778% | -8.463143783605865% | 9.93506881931372% | 11.832797057520473% | 19.112799588529604% | |
| BPLSX | 32.02620005110215% | 7.216215011683591% | 15.202065669200394% | 14.678427528961247% | 28.312061403336397% | |
| BLSAX | -4.547158818487629% | -21.71187799153058% | 8.97301098923875% | 7.478830665437131% | 29.354459352338846% | |
| ARBNX | 1.048661483723845% | -0.5175704684174054% | 6.050805281873717% | 3.345336427233514% | 8.281667956943672% | |
| ADANX | 5.992914368340396% | -3.536797800727698% | 4.229370657584086% | 3.1780122053221227% | 7.756237527687726% | |
| PYTRX | -3.401936130350358% | -2.5399749958737172% | 5.424699213805795% | 1.7121707171944722% | 7.3913968995159784% | |
| PARYX | 0.49027806160470977% | -5.369074133238916% | 2.858648042651435% | 1.3803047559121095% | 3.987798055894398% | |
| JHAIX | 11.795953179174301% | -5.299292312571491% | 4.880591747795782% | 4.248215266077282% | 4.467964928576129% | |
| GARTX | 6.089014615545563% | -6.613373170862968% | 7.775113573001335% | 7.780389647991548% | 9.344308122940381% | |
| GAFYX | 1.2915194927588303% | -0.4858472950536874% | -1.3221661510321225% | 10.73553397831648% | 6.684158431521281% | |
| EIGMX | 2.1882796376425873% | -1.7467595052869322% | 3.4461687603898783% | 8.038668802184779% | 11.88127727295698% | |
| DVRAX | 3.4325960608331263% | -5.455951581843122% | 7.927944368544071% | 9.783215476871687% | 10.593770872259544% | |
| MYITX | 10.343627056645222% | -16.149653472503466% | 13.127122924989365% | 8.90508812357953% | 38.72520201637379% | |
| TIBIX | 20.28959291839667% | -7.277660422384136% | 18.24838823615831% | 14.03570978050308% | 37.47155659690391% | |
| PAUIX | 15.508754996525376% | -15.64220695832409% | 5.692333072777567% | 0.9038385099977564% | 15.37244130362101% | |
| MFWIX | 8.535940741306526% | -10.61451054607211% | 10.485586469611308% | 4.759149386311345% | 15.647807309968776% | |
| MALOX | 6.734894104238753% | -18.60781195166792% | 11.384497199031651% | 11.080895167713422% | 19.62434912535027% | |
| LSWWX | 14.38318436199204% | -23.134014783600165% | 22.432218582513297% | 15.029629624088203% | 13.048202518991502% | |
| LCORX | 15.171930491250606% | -6.7807350506608355% | 11.705129641735667% | 8.756053330269985% | 14.45521561426868% | |
| IVAEX | 14.034586092951717% | -12.759866822393729% | 15.839705359123846% | 16.99366660725934% | 16.499764858217624% | |
| GMWAX | 7.028146436792371% | -12.968968447663276% | 16.146129727318392% | 6.1547435955241925% | 23.41115001913625% | |
| GLBIX | 15.011209073358% | -7.913486170296813% | 8.292436351219767% | 1.8274544142172777% | 17.716569732874564% | |
| GBMFX | 2.964642640023163% | -2.168220605300164% | 13.404291090520037% | 4.624221069306067% | 22.86638862477335% | |
| DSHGX | 21.60357932796766% | -12.909828860112782% | 20.09685392236431% | 18.872393830735557% | 21.430289409824653% | |
| BPGLX | 8.226191499026058% | -16.98603732552366% | 9.682222528085083% | 10.46697118577471% | 18.98020389344415% | |
| SFHYX | 8.057292095878466% | -10.956138474103149% | 6.085883834441996% | 4.161938434570445% | 10.965346133723619% | |
| PMSAX | 5.136393833102693% | -2.308557235369857% | 2.920430923456263% | 9.465758028020609% | 10.038698850987316% | |
| AOR | 11.182620159450995% | -15.645658727252398% | 15.74447900673377% | 10.67367268363979% | 16.445413321705903% | |
| AOM | 6.927546934911377% | -14.536523619339615% | 12.383919092633612% | 7.9380122941983045% | 13.28323045537616% | |
| AOK | 4.872401540908866% | -14.157515188115166% | 10.657362719541075% | 6.570384675494334% | 11.263100968744656% | |
| AOA | 15.41432572248327% | -16.227059782811303% | 18.264103107781082% | 13.545855006967011% | 19.587760252532327% | |
| FV | 21.63104577491566% | -3.9313408832394314% | 11.34374595337746% | 14.726431805312302% | 7.233499444171998% | |
| PGX | 3.1530642476264914% | -21.153409826879365% | 9.495947897961553% | 6.531579114216779% | 3.4779430349969775% | |
| PFF | 7.1356706910864265% | -18.17869168110996% | 9.192662191937462% | 7.239694440901823% | 4.871277246780115% | |
| MDIV | 16.495362061249843% | -3.9026154882450315% | 11.543174101979027% | 10.046864030681935% | 4.238267530757045% | |
| IYLD | 3.3698298927795634% | -16.781824336028873% | 12.546315975337485% | 1.9924320510412707% | 15.455336841135692% | |
| INKM | 8.529181990660195% | -12.585105323862644% | 10.281580708758863% | 5.693110723811401% | 11.030012393244238% | |
| CWB | 2.168465620484472% | -20.807669648960925% | 14.228590529824636% | 10.063831174281157% | 16.607862982926846% | |
| CVY | 25.328871010797794% | -9.27469899841059% | 17.860648218556463% | 10.251189755735846% | 11.028444562136785% | |
| BKLN | 2.3168897702407154% | -2.514143426733395% | 12.540191347475416% | 8.200705084723348% | 6.886593939045249% | |
| VYM | 26.205234009726873% | -0.44999102821497994% | 6.587154382351668% | 17.589881455485255% | 15.427168865493247% | |
| SDY | 25.367590292251773% | 1.4908259882423947% | 4.5977481589761116% | 8.437900287546697% | 8.184058020045892% | |
| WFAIX | 16.003193715855524% | -16.90202555610054% | 16.811627232527826% | 17.5343954333834% | 11.272826524838697% | |
| IDV | 12.024638368746965% | -6.401515393599977% | 10.335368509852284% | 4.076504649617063% | 52.18296106506717% | |
| HDV | 19.438956837239196% | 7.040604958587182% | 1.7323548653396026% | 14.172723025632305% | 11.89634164889901% | |
| DWX | 10.556951298208839% | -12.975129558553766% | 14.791132862113532% | 2.5332264318927544% | 31.6268841980651% | |
| DVY | 31.679850043228353% | 1.7889156483918311% | 1.1389956954920066% | 16.257111871546236% | 11.597188875812513% | |
| DLS | 11.696615592901871% | -17.310747904453915% | 15.3285770026105% | 3.06734883991604% | 34.12225303850385% | |
| DLN | 25.64535648018684% | -3.7806029643033257% | 9.950403585356703% | 19.65896810127603% | 15.525588580962246% | |
| DGS | 15.318190915785568% | -12.34686776456937% | 19.384338508833764% | 1.1543975847624344% | 21.176109403448784% | |
| DEM | 11.490931645588276% | -10.433243289196204% | 20.92673031914338% | 4.493584784045801% | 21.09944594693287% | |
| BTAL | -6.813425256044081% | 20.480997326799198% | -15.10678336396223% | 12.821002058369558% | -20.171735722973782% | |
| MNA | -3.2403371443016193% | -1.6124000879102596% | 0.1793822569613246% | 4.934734161095178% | 8.58616504854368% | |
| RLY | 22.8557456094318% | 7.858856172499729% | 2.574001873134546% | 2.5345801375739496% | 20.27510681792588% | |
| CSM | 33.129460913804266% | -18.268747838809286% | 23.524397513237048% | 22.088445260189182% | 21.852581515468273% | |
| QAI | -0.1607713327702931% | -8.67820877694755% | 10.070954263688003% | 6.675973650610056% | 6.686424584186712% | |
| PDP | 7.7206254678462205% | -24.493046983411283% | 20.878600999657504% | 26.064748441304907% | 8.374030694517698% | |
| HDG | 2.974346079793677% | -8.47915395843627% | 7.151969580094408% | 5.120199942884018% | 7.2001751775208955% | |
| PRPFX | 10.864861834137818% | -5.480662086806332% | 11.959679361310794% | 21.320181927263192% | 28.78137403874348% | |
| RSP | 29.412099676132918% | -11.62117244679951% | 13.704269687709857% | 12.784946122696672% | 11.213067129111675% | |
Compare: Risk vs. Return
for period ending September 30, 2026
Ready to invest in a portfolio recipe?
Paid subscribers get the investable percentage allocations for all 200+ recipes. Tactical allocations update at the start of each month.
Maximum Drawdown vs. Annual Return
●
BRK.A
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
BRK.A
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
BRK.A
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Beta vs. Annual Return
●
BRK.A
●
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 | |
| BRK.A risk vs. 60/40 | ||||||
| BRK.A return vs. 60/40 | ||||||
| Risk-Return Quadrant | ||||||
| Risk-Return Direction | ||||||
| Risk-Return Magnitude | ||||||
| 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 | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | -4.7% | -3.9% | -5.3% | -2.9% | -1.8% | 0.1% |
| Global Equities (ACWI) | 1.2% | 0.4% | -1.7% | -2.3% | -3.5% | |
| U.S. Equities (SPY) | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| U.S. Bonds (BND) | -30.2% | -18.9% | -21.8% | -17.4% | -14.1% | -5.5% |
| 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 |
| VGLSX | 2.0375519557133632% | 0.7533048010765349% | -3.497728409399346% | -6.4169416967931% | -6.318747656249027% | -3.0405534207051215% |
| PID | -11.561719150949724% | -10.001593846400665% | -5.690022924430018% | -7.868196364396676% | -9.353455077968338% | -6.840708798421927% |
| FPACX | -2.040567543295726% | -2.3820158052589413% | -2.5756309483558555% | -3.900850098899385% | -3.3234982634476378% | -0.2183938929256275% |
| VGSTX | -4.79153006358219% | -5.016995154497675% | -7.517396699056039% | -4.2096709321942605% | -3.3871174772554458% | -1.3647277076987319% |
| VWELX | -4.097494458512045% | -0.6124575045691572% | -3.263209030063252% | -1.7205669602012676% | -0.6705786082761893% | 0.9396123491421768% |
| VASGX | -0.9990038109496417% | -0.7881699385165% | -3.4862104104286322% | -3.0562963749465606% | -2.8939604628659534% | -2.27787409346781% |
| VWINX | -14.556703685164935% | -10.892150586094097% | -11.064867849775279% | -7.202756352072015% | -3.8612014065651437% | 0.6141371265051507% |
| VLAAX | -37.733511387860574% | -18.908448075796247% | -13.819545873696516% | -7.710789581263897% | -5.205819969249916% | -2.7349018760780712% |
| VBIAX | -4.805408173598489% | -4.223727648867868% | -5.313422847255209% | -2.916816577801203% | -1.6605030851836915% | 0.31646962592525973% |
| SWOBX | -7.233698458846664% | -4.608702053314532% | -6.685241768057956% | -4.018662706608634% | -3.034578735491472% | -1.3544265443839993% |
| JANBX | -10.399377497935713% | -4.500861102634065% | -5.917895273896592% | -1.7447673205609497% | -1.4549049646751229% | 1.3686197707107315% |
| FPURX | -0.7648062515854406% | -1.979782176416652% | -2.7228219478609974% | -0.9303117726330363% | -0.7621829617463476% | 0.40750029492151185% |
| FBALX | 1.4710190511455927% | -0.7138352217757422% | -2.6839109518686612% | -0.9909548910187933% | -0.904454314035597% | 0.285102727198149% |
| DODBX | -11.470968170555942% | -8.984362008875163% | -6.00240806462917% | -4.972392216815428% | -3.0694230481569473% | -2.804952260006604% |
| COTZX | -13.699309043821774% | -6.864376327270726% | -9.585701876739947% | -2.576713606660862% | -1.0594877087100798% | -1.601435083064179% |
| BETFX | -3.10096531725533% | -3.245986863308014% | -5.79497393375558% | -5.584295587582914% | -4.9917250761002965% | 0% |
| XCOR | -2.8066519018705716% | -2.8205701125642353% | -5.7297958709784975% | -4.320622280093357% | -4.282605327866584% | -3.5429671243620424% |
| NAVFX | -6.631471110911128% | -3.89942249291739% | -2.978466818934545% | -3.924147054290353% | 0% | 0% |
| SMIFX | -7.771296397395911% | -10.008672254371902% | -7.393020959093563% | -6.202516282127811% | -5.640576400812829% | -3.9100139801977507% |
| VWLTX | -28.482280188587062% | -24.423094236359066% | -23.433133003971236% | -17.756699647191923% | -13.0206810267934% | -6.820862310556455% |
| PRINX | -32.069288041156895% | -26.364213588793596% | -25.425924917556088% | -18.974951529755913% | -13.552577700680704% | -7.175728775386409% |
| MDNLX | -31.196873814531244% | -29.402349333591552% | -26.928694943552205% | -20.025715503971146% | -14.318282181345259% | -7.73807071595363% |
| FLAAX | -26.866896853045255% | -24.503074642542312% | -25.094604931397804% | -18.34149581813506% | -13.105133982197051% | -6.95486397051995% |
| FHIGX | -30.4906894076149% | -26.880851923804286% | -25.645409329865608% | -18.798391412708664% | -13.843711239570478% | -7.23106816655694% |
| VWIAX | -14.412820854797417% | -11.379413376967992% | -11.219839778005134% | -7.237818796832749% | -4.020275576612091% | 0.5413763567296037% |
| VTINX | -10.398741277983634% | -9.737275114039656% | -12.54633624661265% | -8.091226341951646% | -5.800149340379644% | -1.304113834686138% |
| VASIX | -16.3149650160649% | -12.352492738934938% | -15.500650896407553% | -11.056437643879176% | -7.946064072519367% | -3.0433026697604424% |
| TRRIX | -14.652841481885932% | -11.203990355374579% | -14.63070032956168% | -8.405600793274225% | -6.377922550186625% | -3.073958725805878% |
| PRSNX | -42.61978496621265% | -25.159415603116447% | -29.358388003968635% | -16.921416338277613% | -11.963310382811317% | 0% |
| PPSIX | -23.590801702317115% | -11.325187100537015% | -15.508056479475368% | -10.273463491718745% | -5.820368709443808% | -4.398663286810911% |
| PONPX | -27.49729380991215% | -22.840022025026677% | -24.105165898671565% | -14.542348938860348% | -6.8117808845635235% | 0% |
| NPSRX | -15.818787812795762% | -11.971624434034585% | -18.29603966093176% | -11.467091226455283% | -6.616252125625885% | 0% |
| KIFYX | -21.16176173249% | -17.00025076166034% | -15.796779913864839% | -13.477584052838292% | -10.007722130695468% | -7.289302543341622% |
| GSZAX | -9.390545637238374% | -15.535271862755735% | -17.502378641234372% | -13.569972565596704% | -10.936999687817693% | 0% |
| FCVSX | -1.8980480260277464% | -4.768167102971136% | -4.3897066387160315% | -1.1044682648269397% | -2.642379776335485% | -1.9963673017161288% |
| CNSDX | -3.8144589688971298% | -6.648490148494044% | -7.179271849338818% | -3.218204080542087% | -3.551579952637571% | -0.8327571365439042% |
| CCVIX | -0.6122050913387049% | -6.184963117303621% | -7.4615787158334115% | -3.136021772276141% | -4.808311425639371% | -1.79779466255264% |
| BASIX | -33.20376668947683% | -23.772044405371506% | -28.926122078072577% | -16.239421367004034% | -11.614662818145739% | 0% |
| ARTOX | -9.763103743594861% | -7.713006138459155% | -9.692559620315036% | -6.6700164612376485% | -5.0484847564538065% | -1.979149939005648% |
| TIBAX | 11.796902413297923% | 9.92892628792989% | 6.763584288639963% | -1.5150609206912051% | -3.2708023769153183% | -0.7229071428432299% |
| NBHAX | -9.39513325129362% | -6.716635541162969% | -3.8032463374536096% | -5.36288501061294% | -5.24338142484523% | 0% |
| LGMAX | -7.26546511461243% | -6.292328419000311% | -7.590551610190815% | -5.087701607065524% | -4.964317219043622% | -2.019497920913694% |
| CVLOX | -3.8509016435472603% | -1.5261625662339782% | -3.927354350154764% | -3.601970065471157% | -5.582141544007751% | -2.763313619962868% |
| LFRAX | -22.939591017902888% | -28.32578804673416% | -25.70145063984178% | -14.106185816127393% | -9.657572631648254% | 0% |
| VEIPX | -2.9040326263918885% | -3.947140257526957% | -1.2595847194045984% | -2.7776737053022114% | -1.5673198738692449% | -0.7883848306431549% |
| SWDSX | -4.305928385215136% | -3.231806184954097% | -3.4894094107915254% | -5.976065083322438% | -4.947064369229629% | -3.3104718650216425% |
| PRFDX | 5.790572667673642% | -3.89099733492915% | -2.13025068534741% | -4.346999765706693% | -3.830530293564994% | -2.999229420000029% |
| MDDVX | 4.059792712594804% | -2.471605021577874% | -4.303979993757158% | -4.446994048365078% | -3.9277823232810896% | -1.957110406724528% |
| LCEIX | -3.380644197273302% | -5.606330963983746% | -2.9861871159325224% | -5.445457371230558% | -2.944589878315634% | -2.083729798438056% |
| LBSAX | -0.215570984651281% | -2.6920012457524205% | -1.3426532086415932% | -1.483427554686081% | -0.9565630925876665% | -0.07722156284370918% |
| FSDIX | -0.38571908469972804% | -4.469430639437631% | -4.133362542791459% | -3.627815510412967% | -1.9623037151244844% | -2.537692663022389% |
| FEQTX | 1.054057011292656% | -5.8895643434179235% | -1.8344182398935516% | -4.537838047140028% | -3.2974491000452133% | -3.640452493827736% |
| VMNFX | 22.999505925939523% | -2.4363686004251086% | 11.73969745627102% | -5.952694843976458% | -7.320845769938828% | -4.898053443074117% |
| JMNAX | -29.15319647064625% | -16.00378988776313% | -7.909467053305371% | -6.554300071325716% | -10.492462890146289% | -5.862294755002685% |
| GABCX | -9.838331627537425% | -9.679303827926404% | -7.880452500814566% | -7.947673349274514% | -5.325632860552734% | -0.6658892039317301% |
| CVSIX | 0.16975215076291228% | -15.049497017582642% | -12.477897195261917% | -6.654542002745816% | -4.24394905172775% | -3.034115126295963% |
| MFADX | -0.8392451938253611% | -6.238441527715398% | -1.0601219533480855% | -4.497962571755399% | -7.570591258956897% | 0% |
| DHLSX | -13.362144027416504% | -8.822818949607948% | -6.414762223132483% | -6.957298386839143% | -5.726436694346519% | -3.8991740217598885% |
| BPLSX | 23.336286191123115% | 8.767509594110702% | 10.90203131705492% | -2.7754566376679115% | -3.460364367795716% | 0.7150389195450835% |
| BLSAX | 3.212191781201847% | -3.510431733039269% | -6.426361930852249% | -9.319564630543837% | 0% | 0% |
| ARBNX | 5.561307788384431% | -9.8202162040385% | -11.863713450729573% | -7.968260284261161% | -7.933548338931313% | -1.8058071029467913% |
| ADANX | 2.012438597920946% | -13.118618483465312% | -18.558655050817485% | -2.6632664857443373% | -7.53954849238369% | 0% |
| PYTRX | -29.490423502314037% | -18.765035653243363% | -18.965295448624552% | -14.120227045002142% | -12.657916467834722% | 0% |
| PARYX | -39.91308531944501% | -31.33764074020691% | -38.661562897009844% | -19.580829381106607% | -15.545025587396234% | 0% |
| JHAIX | -17.828649715725568% | -18.87341247162779% | -13.41242366265191% | -11.728123858982574% | 0% | 0% |
| GARTX | 0.22405061600607823% | -7.84878971641831% | -6.912397109484603% | -6.9649249435221074% | -7.4712005449592915% | 0% |
| GAFYX | 3.4323984125022964% | -11.380898076215516% | -5.855736052912561% | -8.337356360369196% | -9.490949622186584% | 0% |
| EIGMX | 21.017584245030733% | 9.442228552007837% | -4.161690206539971% | -5.78154905714737% | -5.495349739626944% | 2.8246410754573823% |
| DVRAX | -13.51370046430009% | -4.501527514474537% | -7.240587508714271% | -6.343029385936059% | -6.370279287122008% | 0% |
| MYITX | 2.4403245074989126% | 0.4120459653644062% | -3.260177707317739% | -8.021764920934785% | -7.872232945812665% | 0% |
| TIBIX | 12.225804522913576% | 10.755892560243048% | 7.351911096527182% | -1.1307916243021463% | -2.5458766554604466% | -0.08510409140577124% |
| PAUIX | -8.14306423156634% | -11.72498349456204% | -12.59308706270426% | -10.922649461689625% | -11.111841449140073% | -5.472881478009581% |
| MFWIX | -5.86832015324088% | -7.940954822081286% | -7.892631537583527% | -7.034925053251792% | -5.467643104340798% | -2.4517289056225016% |
| MALOX | -3.5898128059305794% | -3.331584208079496% | -7.456967071042191% | -5.492681774156074% | -5.6865700997681286% | -2.315428576826303% |
| LSWWX | -6.920876138046237% | -6.0046805576010875% | -7.309079418429072% | -4.7726374490953205% | -4.518529821288688% | -1.624481627469665% |
| LCORX | -6.2309614202662695% | -6.891042569247864% | -3.6451538578132494% | -3.4270394078238606% | -3.3852954288457546% | -2.2416628298868417% |
| IVAEX | -8.260062696988182% | -2.591220439934812% | -3.5239158634470646% | -6.63459410569108% | -7.919786988464443% | -3.7204113431772843% |
| GMWAX | 9.25104757403488% | -0.08173742514232885% | -3.033038916613382% | -5.410207182825119% | -5.786322985988695% | -2.3249357773447095% |
| GLBIX | 2.348360702369943% | -6.605844096263022% | -5.28699890969193% | -6.844957545562987% | -6.394256339993983% | 0% |
| GBMFX | 10.920642632317199% | -0.21327537498860138% | 0.3651058872763162% | -5.902280461510079% | -6.094930040466156% | -0.8765623743954922% |
| DSHGX | 3.944680436254165% | 1.3916366125495472% | 0.3377431093268868% | -2.0896505244543953% | 0% | 0% |
| BPGLX | -3.728777890455616% | -4.351073793188327% | -7.2495364921426475% | -6.0221116500168606% | -6.208273148150114% | -5.160435091954673% |
| SFHYX | -6.205725985665883% | -9.576324040196845% | -14.067654429519521% | -2.4140466100154025% | -2.260096088723351% | 2.49524003408688% |
| PMSAX | 8.486141139517526% | -6.110446798361028% | -5.658744561213408% | -7.194711921188916% | 0% | 0% |
| AOR | -3.4811236295432373% | -3.3301180192860897% | -5.782229468827509% | -4.562141610141231% | -3.6687620104163425% | 0% |
| AOM | -8.070898082426417% | -6.232971024212755% | -9.188528934314895% | -6.6195449824584065% | -5.197217341967379% | 0% |
| AOK | -11.494027829365974% | -8.431714496970546% | -11.49848972832367% | -8.345043670762022% | -6.7195949775694155% | 0% |
| AOA | -0.5201144260957982% | -1.222736099932888% | -3.383897009085417% | -3.333711399957645% | -2.9088647595267556% | 0% |
| FV | -1.9258300895074445% | -8.460119074814378% | -4.466218776028728% | -4.268929092120036% | 0% | 0% |
| PGX | -32.88082653341836% | -19.665480886828686% | -17.00839104103166% | -14.1552770779763% | -10.642944263718139% | 0% |
| PFF | -21.27194613445171% | -16.793220445954596% | -14.98239222337574% | -12.483243273878221% | -9.363512481777395% | 0% |
| MDIV | -7.8873556648094825% | -10.274473416458433% | -7.133469547575778% | -10.611736876320734% | 0% | 0% |
| IYLD | -4.977858328655562% | -7.548233302320657% | -11.426833476724404% | -11.4359717642011% | 0% | 0% |
| INKM | -10.693601483252506% | -10.005479037101026% | -10.717492687029912% | -9.323081258537215% | 0% | 0% |
| CWB | -3.655204195209155% | -6.343046916245459% | -8.01009828823456% | -3.3973505452146195% | -3.304192634038701% | 0% |
| CVY | -5.032564972451979% | -9.408241423746805% | -5.7847927836611595% | -8.042955609856884% | -8.893248342979918% | -6.122277836859734% |
| BKLN | -10.832545665179213% | -7.251645939190164% | -6.106575140396012% | -7.948259873347179% | -5.797023602994602% | 0% |
| VYM | -1.3167280431015147% | -3.5541037425826634% | -1.1692156474927407% | -3.306515484815737% | -1.8871908405252746% | 0% |
| SDY | -8.396641985512652% | -11.437629438847207% | -5.255484607746348% | -5.780395117155543% | -3.707365998593813% | -2.4935249441147205% |
| WFAIX | -4.964793641942665% | -3.513074159425397% | -4.857810830663289% | -2.5628847266635795% | -0.24558540215312696% | -0.34613232098103275% |
| IDV | 4.094692478207458% | 1.4954374855730848% | -0.7591888457080973% | -6.194230281574836% | -7.953513631368635% | 0% |
| HDV | 1.2185398947490516% | -6.085002160113154% | -0.7856519077498092% | -5.486871801416856% | -3.952730803622167% | 0% |
| DWX | -3.1839190667920896% | -5.553804605473275% | -4.805490607947504% | -7.86435892978672% | -10.573156950168125% | 0% |
| DVY | -3.8350196172993005% | -6.793652754260359% | -3.8966795094072006% | -5.720863234379224% | -3.7671036202937245% | -3.1385725232277997% |
| DLS | -3.023302088110208% | -4.036323222012948% | -5.885558480099225% | -7.942570081816283% | -7.479769582398715% | -5.598343019879014% |
| DLN | 2.305683730384139% | -0.4759722163871629% | 0.6089696585681654% | -1.885534341496406% | -1.1722951257078318% | -1.1697288762338651% |
| DGS | -2.616824387595406% | -8.25994289312792% | -5.696947181238293% | -7.176599681248266% | -9.083150304820165% | 0% |
| DEM | 15.21774048192407% | 0.7395457782979484% | -1.9508048490565404% | -5.933973499738772% | -10.154747032287963% | 0% |
| BTAL | -31.177667820680462% | -29.923313860856425% | -17.253021458319587% | -19.22422768080198% | -19.24937183933003% | 0% |
| MNA | -22.140111778277188% | -12.646073517650398% | -18.618600678240114% | -12.704006431719803% | -9.469816619264975% | 0% |
| RLY | 5.344620518671851% | -6.802624827276768% | -1.8796264968819045% | -6.370430711824539% | 0% | 0% |
| CSM | -1.2871533176612822% | -0.6493021070285181% | -0.9867260437698615% | -1.635384571607302% | -1.1598029949869133% | 0% |
| QAI | -5.059680282623139% | -8.676321037970672% | -9.791054969600273% | -10.353880850064929% | -9.885511969310418% | 0% |
| PDP | -4.448035040243731% | -7.459190875280756% | -5.64156873868434% | -4.27631132975811% | -3.9721513481954602% | 0% |
| HDG | -0.7475896762332628% | -10.006540060001315% | -12.288238005422755% | -10.034042723812124% | -9.996966823303646% | 0% |
| PRPFX | -6.942349504550134% | 2.3966464516356787% | 2.0860450909809725% | -1.2996306498721797% | -5.044053829616541% | 0.1385839133651494% |
| RSP | -3.4614008119454738% | -7.620254613375538% | -5.197814182292965% | -4.494669793216135% | -3.2474496311610714% | -2.2601637017620355% |
| Alpha | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | -2.8% | -2.4% | -3.7% | -1.8% | -1.0% | 0.2% |
| Global Equities (ACWI) | 1.6% | 0.9% | -1.4% | -1.9% | -3.0% | |
| U.S. Equities (SPY) | -0.0% | 0.0% | -0.0% | 0.0% | 0.0% | 0.0% |
| U.S. Bonds (BND) | -6.3% | -4.2% | -7.5% | -3.5% | -1.7% | 0.4% |
| 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 |
| VGLSX | 2.395760735262243% | 1.5090340900455335% | -2.0562690858267247% | -3.6261917716538434% | -3.699441062157855% | -1.6646317578283218% |
| PID | -3.8630409431980706% | -1.3301029298965847% | -3.197975934809673% | -5.634462887672335% | -7.323182607273695% | -6.341256578636412% |
| FPACX | 0.26251210341956277% | 0.2847847845722633% | -1.0902326982844075% | -2.0417349198809926% | -0.945933690542299% | 0.7790420754931118% |
| VGSTX | -2.360293112514375% | -2.579727374004179% | -5.347564413720557% | -2.6067050355171517% | -1.3615212330829332% | -0.44473426602355914% |
| VWELX | -2.6634446771487905% | -0.17006359199091925% | -2.1237508255580098% | -0.9534065206461122% | 0.46106908646714295% | 1.0880514518884041% |
| VASGX | -0.10974866843147701% | 0.30547974302590397% | -2.5300574874935498% | -2.127316334607304% | -1.9880541581350375% | -1.7447741305419546% |
| VWINX | -4.648774768634079% | -2.9040643762292877% | -5.094269438062463% | -2.5306735462610286% | -0.719923407594341% | 0.965659336497541% |
| VLAAX | -17.781377928092716% | -10.294234372079469% | -9.867152022840905% | -4.419293260451223% | -2.5301261238417263% | -1.3397397113817284% |
| VBIAX | -2.9034516501515677% | -2.744047457058377% | -3.7659240599975163% | -1.8384821405619114% | -0.9245549657466512% | 0.32025054660562624% |
| SWOBX | -4.568849099988931% | -2.8107269315479044% | -4.4013120338413065% | -2.459623449713405% | -1.7644309048628708% | -0.721455668597418% |
| JANBX | -6.995820256817683% | -2.8716125280568434% | -4.054094593312364% | -0.9124952149705585% | -0.6842025829057903% | 1.1746089037512313% |
| FPURX | 0.4809625245062712% | -0.8645212003411586% | -1.8827461305019062% | -0.40178731066858653% | -0.24128390732609972% | 0.4671012407472954% |
| FBALX | 1.3429575665689875% | -0.266885197547472% | -1.9856184553482468% | -0.6146781929145746% | -0.5013973842054913% | 0.36888995136367875% |
| DODBX | -3.1624597329993867% | -2.088789055162912% | -2.9445892395620135% | -2.5904412485913344% | -1.1811308992888794% | -1.7066066542791969% |
| COTZX | -5.308160927465543% | -2.111356750311562% | -4.328160358230959% | 0.023813634108297954% | 0.7648696693784371% | -0.06739797198030395% |
| BETFX | -1.5307568740195574% | -1.3694894032325777% | -3.6245478830081357% | -3.2388732545005166% | -2.7871466531498506% | 0% |
| XCOR | -2.2007293911568677% | -1.856388821277097% | -4.948546715094101% | -3.5052702658191546% | -3.475950080137112% | -3.120604168439855% |
| NAVFX | -5.621785557327193% | -3.2165252482476845% | -2.5672231390977895% | -3.445317795440367% | 0% | 0% |
| SMIFX | -3.8088187916587906% | -6.44284996068542% | -4.0096104411579025% | -3.8484976676899496% | -3.519120749814811% | -2.8985786024020355% |
| VWLTX | -10.078256335174457% | -9.45543644934607% | -9.90366800640119% | -4.489071808062823% | -1.6574426826086723% | -0.08443486596386851% |
| PRINX | -11.467649278299131% | -9.953267779334553% | -9.983391187674133% | -4.82126789336772% | -1.8462312113020145% | -0.24530715072079423% |
| MDNLX | -9.328082822605442% | -8.673808790574409% | -9.734852311493384% | -4.906719123480393% | -2.1217824584396148% | -0.4615043629659581% |
| FLAAX | -9.576621726497848% | -8.829701696325374% | -11.089683830902612% | -5.262754796612598% | -2.0032924611993232% | -0.314825264747969% |
| FHIGX | -10.661146783137003% | -9.951135292174145% | -10.02136480504998% | -4.663208563941709% | -1.8588901893878815% | -0.2033983964382955% |
| VWIAX | -4.550821604069164% | -3.4163742390564407% | -5.230810424403994% | -2.574436893516732% | -0.8123199834774377% | 0.9274785618460721% |
| VTINX | -3.6666774167282306% | -3.0644996317792454% | -5.376250465027033% | -2.722264300552415% | -1.631651637945688% | -0.06468916207010178% |
| VASIX | -5.08650825713455% | -3.6721183075225703% | -6.368427752038633% | -3.126350634232135% | -1.637116252488752% | -0.38025043140357884% |
| TRRIX | -6.32610736755149% | -4.104158423675706% | -6.76358524153969% | -3.655351144111453% | -2.6444713269653963% | -1.2555863740886872% |
| PRSNX | -8.635987918932878% | -6.1112689313786115% | -9.279812800930294% | -4.59853826736243% | -2.5765174660382573% | 0% |
| PPSIX | -6.374122080054221% | -2.3667725499565213% | -5.3271288423272996% | -2.97563426253798% | -0.5287790094472413% | -0.4401119749877749% |
| PONPX | -8.20872342739398% | -5.879452575000593% | -7.912773809152351% | -3.5592550674114793% | -0.5364460065798302% | 0% |
| NPSRX | -4.159851841241422% | -2.890349213092045% | -6.937359574703207% | -3.9532880352451123% | -1.0255643789588236% | 0% |
| KIFYX | -9.291178867478738% | -7.682380115341223% | -9.18419031081417% | -9.028084295305959% | -4.904065824560746% | -4.59191779125315% |
| GSZAX | -1.3001487064781796% | -1.492146884085558% | -3.404353581449826% | -2.714560597288462% | -1.7467791776526957% | 0% |
| FCVSX | 0.06743564485531728% | -1.404352318513423% | -2.4507137919465602% | 0.5854688548475178% | -0.5855555949360909% | -0.5980279838368743% |
| CNSDX | -2.1551377984603306% | -3.705275934841186% | -4.826651051837538% | -1.1896343919930832% | -1.2828963136662601% | 0.39793017137671605% |
| CCVIX | 1.9160324371237003% | -3.098593072589118% | -5.340675956034004% | -1.107527939639585% | -2.4630195538288566% | -0.4266559081056984% |
| BASIX | -7.470361305225561% | -5.248604429305329% | -6.4420714544314555% | -3.22998777468273% | -1.759896904705411% | 0% |
| ARTOX | -3.71903057537841% | -2.815221051041788% | -4.941164759605779% | -3.1037323250039925% | -2.237801541261544% | -0.7910799925084566% |
| TIBAX | 16.040445335515287% | 14.02477252079883% | 6.859757078971322% | 0.9551394216823414% | -0.45993499756184697% | 0.6119272650518663% |
| NBHAX | -1.6063993618382355% | 0.7473004354006143% | -1.5255843172125694% | -2.964911962210394% | -2.7228142504750474% | 0% |
| LGMAX | -3.9427775074150846% | -3.822945373074413% | -6.5948658602936225% | -3.7031526237722865% | -3.531463551534519% | -1.1357826185648037% |
| CVLOX | -3.1625476015018084% | 0.4471577151787187% | -3.149961051547951% | -2.5128682349476037% | -4.094831726410875% | -1.725427962599034% |
| LFRAX | -2.415118574403718% | -3.081412784330893% | -4.399316480531669% | -3.3477929163402758% | -1.4619612068811194% | 0% |
| VEIPX | 1.249962201472603% | 0.5151010975120247% | 0.2944361916267182% | -1.2465646394347125% | -0.20801735746065653% | -0.09407972121654495% |
| SWDSX | 1.6016833434073696% | 1.7956892015075034% | -1.5931773889399388% | -4.431503997603842% | -3.5896135292381253% | -2.503155443404526% |
| PRFDX | 7.963942180000398% | 0.510751921082873% | -0.4675570817935961% | -2.8408900694646935% | -2.4132591740243914% | -2.3994207733626185% |
| MDDVX | 6.91577894704082% | 1.941388754837467% | -1.8392060184012164% | -2.402002902973294% | -2.021409269798056% | -1.0097965560671422% |
| LCEIX | 1.486285399954136% | -1.0188878121501865% | -1.1927890655902456% | -3.3530715665480137% | -1.1412088431780099% | -1.1531584112599784% |
| LBSAX | 4.206347619978445% | 1.531020886824832% | -0.08978066955559072% | -0.3773561063455837% | 0.057038221394728694% | 0.36343185321734506% |
| FSDIX | 3.5601920849308213% | -0.06609492865930378% | -2.177401142875154% | -1.9513908703467795% | -0.6454076354089704% | -1.5755271088778864% |
| FEQTX | 6.412913002667287% | 0.8426958524778083% | 0.3018589234493003% | -2.682784456301338% | -1.5965514035943116% | -2.990987033996758% |
| VMNFX | 17.80944729711853% | 7.9474410209830255% | 9.98168015144142% | 3.164410214586612% | 2.9748617975518044% | 1.7223944135483555% |
| JMNAX | -5.386430839570039% | -0.25785165462807935% | -0.026331720424787375% | 1.6360233342858015% | 0.5905588324696793% | 0.6073565121573246% |
| GABCX | -1.6582858362273174% | -0.6723588124407014% | -1.2443293988825277% | -1.0978998147913677% | -0.4578183807936851% | 0.28377801525506485% |
| CVSIX | 0.1572999255760663% | -0.7233221080317325% | -2.366183718140177% | -0.8622869705400387% | -0.43050546493371655% | -0.5129562012328708% |
| MFADX | -0.015061828896389073% | -1.6068113176720722% | 0.7952329246681558% | -1.38827529437991% | -2.945359494473772% | 0% |
| DHLSX | -5.065192020186196% | -1.1775826943175547% | -2.6603519466302137% | -3.702142302120534% | -2.774803703840747% | -1.95000599524675% |
| BPLSX | 22.707083856627193% | 12.11851522449056% | 10.387609566749703% | 1.0791583488666792% | 1.3844776534145131% | 3.1724015164212718% |
| BLSAX | 9.269554058764008% | 3.5190074967205742% | -3.7107562564493044% | -6.191727968495747% | 0% | 0% |
| ARBNX | 1.8915111422239526% | 0.2361889244017752% | -1.4043877409140602% | -0.3095864343113517% | -0.08915667634647839% | 0.7619791567108171% |
| ADANX | 0.550824914495275% | -0.3885736525174961% | -2.5807322021876073% | 1.5899224893433865% | 0.27941122715349276% | 0% |
| PYTRX | -6.791650816031283% | -4.365661567827473% | -4.713888062898263% | -2.577036641617681% | -1.8396632679138438% | 0% |
| PARYX | -3.9096732442296585% | -2.9558408050768454% | -4.8646413677431575% | -2.0254984724192666% | -1.250909060488154% | 0% |
| JHAIX | -8.408170719926424% | -6.860694666402107% | -4.863931221095564% | -3.1161860027179578% | 0% | 0% |
| GARTX | 0.3907747033228892% | -2.4904556102406357% | -2.5029109371720297% | -2.3938574103710692% | -2.564414782205673% | 0% |
| GAFYX | 3.7995315850880313% | -2.510848435356327% | -1.1492152867544854% | -2.0085429579787326% | -2.4740786208887835% | 0% |
| EIGMX | 6.423668342070643% | 3.8869003151074684% | 0.5399568213116177% | 0.27068187681974365% | 0.41714366799358626% | 1.7841029957761974% |
| DVRAX | -1.5137919079158901% | 1.5343526803881664% | -1.4258410298016502% | -1.0758153100441588% | -0.8277754544028957% | 0% |
| MYITX | 6.373234884800288% | 6.40611534015277% | -1.406470732562024% | -5.6889810087472945% | -5.483770097226198% | 0% |
| TIBIX | 16.350237711031802% | 14.76321591879919% | 7.315186257316089% | 1.311198786774744% | 0.16211440814000078% | 1.152670416299233% |
| PAUIX | -2.2606007189646427% | -2.96837985090173% | -7.439978265937115% | -5.3421836150158235% | -5.182713571411396% | -1.5523658377231646% |
| MFWIX | -0.049819333371421415% | -0.979699693032587% | -4.24387287588679% | -3.4122642961671525% | -2.3618884919148098% | -0.8588687497764811% |
| MALOX | -1.7628275370511695% | -1.1166060648758283% | -4.31856543980631% | -2.8718345170984554% | -2.97419220057695% | -0.9281400453197088% |
| LSWWX | -3.667373049101041% | -3.5748188661171234% | -6.333137015005539% | -3.43735538858912% | -3.155824013496896% | -0.7767709196593922% |
| LCORX | -1.8873785123102707% | -2.312034026538349% | -1.4328091005171553% | -1.1482818613946106% | -0.9671129335210091% | -0.7390318844106885% |
| IVAEX | -5.567774515683061% | -0.660596245927012% | -2.0994034949096667% | -4.659148121012391% | -5.837223047790496% | -1.670733781438197% |
| GMWAX | 9.675118695481615% | 3.7407398611515266% | -0.7648056077344583% | -2.1947644274595657% | -2.3905945354813714% | -0.6869316552062852% |
| GLBIX | 6.172824337778136% | 0.4273641360130007% | -1.9313889654931957% | -2.8860439124255457% | -2.506581458711368% | 0% |
| GBMFX | 12.37062330026139% | 6.268201208709278% | 2.613217420412934% | -0.7980620271092205% | -1.0039889789746281% | 0.8466161472302387% |
| DSHGX | 5.007055922051265% | 2.4198089564647667% | 0.7282847011627851% | -1.3893673968954552% | 0% | 0% |
| BPGLX | -2.0568756340356718% | -1.8357369622173838% | -4.540278561566688% | -3.4868450893179013% | -3.616738461555503% | -3.633654579147862% |
| SFHYX | -0.8121167744813298% | -1.8577261565985639% | -4.330265256808576% | 0.7906169717730407% | 0.9256582492060876% | 2.175558142371084% |
| PMSAX | 2.9436553364213975% | -0.17418418777845357% | -1.0844451382648415% | -1.6208589966307776% | 0% | 0% |
| AOR | -1.595941031085463% | -1.1881301684628518% | -3.5982278367050613% | -2.5193293011142934% | -1.922099939603302% | 0% |
| AOM | -3.2519785289868626% | -2.0102653906734878% | -4.756613008176947% | -2.762652813529831% | -1.957220814863887% | 0% |
| AOK | -4.076987786204291% | -2.549431774805967% | -5.358179328297377% | -2.9875605318341467% | -2.075774684529083% | 0% |
| AOA | 0.20175729602839% | -0.10754814949617497% | -2.4495414872341765% | -2.32668520833405% | -1.9861370654837387% | 0% |
| FV | 1.4546502300858535% | -8.768573789713269% | -3.9498192985317804% | -3.62069022865135% | 0% | 0% |
| PGX | -15.63771382430187% | -11.436794629557717% | -11.652655342165433% | -6.827321154707795% | -3.3824161338508834% | 0% |
| PFF | -10.86940329492337% | -9.203005245101608% | -9.105551467290951% | -6.235876206617768% | -3.4971884556486454% | 0% |
| MDIV | 0.10244719646729816% | -1.4527440047309774% | -3.5456251194857176% | -7.586932773274049% | 0% | 0% |
| IYLD | -0.0387952409435286% | 0.08506680350045048% | -5.57614411832762% | -5.79863684346838% | 0% | 0% |
| INKM | -2.83071622442915% | -2.367096894238097% | -5.636479621616005% | -4.704219118908794% | 0% | 0% |
| CWB | -1.999040429943161% | -3.0817464536943486% | -5.658551779452743% | -1.41711826583869% | -1.1560579172051568% | 0% |
| CVY | 0.9350442894662221% | -3.686366861563611% | -3.8526808536389616% | -7.070181845057373% | -7.7613730529124405% | -5.714230408360437% |
| BKLN | -0.20003921381286904% | 0.5238731160647896% | -0.9063874761895445% | -1.432618527856901% | -0.6784679070108477% | 0% |
| VYM | 2.876819619063795% | 0.8361374481066157% | 0.3886288371840392% | -1.7158846606912483% | -0.41258612095382574% | 0% |
| SDY | 0.001070391539825799% | -2.9697619004281117% | -2.6074759603926614% | -3.498508557604797% | -1.4911511386212073% | -1.0140482457041227% |
| WFAIX | -3.126994101333568% | -2.1745853240772064% | -3.343846459655208% | -1.4959539706523977% | 0.12092108466588058% | -0.026249103509471183% |
| IDV | 14.001535430031359% | 14.33566471974334% | 3.2450729057589527% | -2.7561448118126552% | -4.824527984168959% | 0% |
| HDV | 13.541524636795973% | 6.455777557755764% | 2.6353865594609607% | -2.213882736056684% | -0.41445077278097564% | 0% |
| DWX | 4.929297037018165% | 7.382234351108543% | -0.8506333203630518% | -3.5393884100171062% | -6.370753356557916% | 0% |
| DVY | 4.991142076405664% | 2.0404560026175425% | -0.9927997728675404% | -3.1342814186210024% | -0.7930872737846837% | -1.393878523598822% |
| DLS | 1.6247904936308242% | 4.026815718473914% | -3.3241415537408923% | -5.637432131455385% | -4.801378435241216% | -4.655675806701111% |
| DLN | 3.8822266159826677% | 2.0877940653706446% | 1.3452038767847592% | -0.952170535929568% | -0.2940504031634763% | -0.6368116387849918% |
| DGS | 2.507381493487106% | -1.3629261532215757% | -2.4560275489988745% | -4.022371098574402% | -5.925723370073186% | 0% |
| DEM | 14.880513755819116% | 6.159000959592399% | 1.436966682732443% | -2.041923076197584% | -6.385033893522567% | 0% |
| BTAL | -16.541037002381834% | -0.38539079017800404% | -2.9301876607148314% | 0.7127135217742735% | 2.997884531459378% | 0% |
| MNA | -0.8086220463537672% | 1.1301997065412979% | -2.6254764585188313% | -1.5236612107449155% | -0.37598332063894624% | 0% |
| RLY | 16.090250377577444% | 4.970004027587353% | 1.7195461437274657% | -2.294675161859465% | 0% | 0% |
| CSM | -1.0306322023405539% | -0.3497045644598167% | -0.8564678042207792% | -1.5160655786251152% | -1.0082442189548626% | 0% |
| QAI | -1.5091599843293713% | -2.685047787002005% | -3.3797474196772486% | -3.1441372482803547% | -2.8771606145158586% | 0% |
| PDP | 0.13634927558817722% | -5.659520431375647% | -5.8537446327257605% | -3.2769472669849975% | -2.6571847863642155% | 0% |
| HDG | 0.2557591038552731% | -2.5607759901222495% | -4.128652195632409% | -3.281560453578325% | -3.282222056179183% | 0% |
| PRPFX | 0.47487037911955454% | 8.888242762449568% | 3.0700265129893287% | 0.9081102899475963% | -0.9557723875591329% | 1.7928822525119958% |
| RSP | 0.44478388406212055% | -4.277133109286783% | -4.3486718970053815% | -3.9497951154290014% | -2.6383022645413714% | -2.0541962054633274% |
| Sharpe | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 0.57 | 1.12 | 0.27 | 0.62 | 0.83 | 0.63 |
| Global Equities (ACWI) | 0.98 | 1.41 | 0.50 | 0.68 | 0.74 | |
| U.S. Equities (SPY) | 0.90 | 1.38 | 0.60 | 0.81 | 0.96 | 0.65 |
| U.S. Bonds (BND) | -1.34 | -0.01 | -0.71 | -0.27 | -0.01 | 0.26 |
| 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 |
| VGLSX | 1.030419036251501 | 1.4425279210874293 | 0.37944950696654184 | 0.4179417095323486 | 0.5459727166071551 | 0.45051040655381464 |
| PID | 0.09047153519560863 | 0.6863112481852294 | 0.272936967453911 | 0.36345254519769066 | 0.372293222344335 | 0.24945074836085002 |
| FPACX | 0.7511723062569834 | 1.2256062435205166 | 0.4291138968145513 | 0.5773242651620457 | 0.7419608131471195 | 0.6190658608670655 |
| VGSTX | 0.5595701233613539 | 1.0390764060188158 | 0.15215007108693404 | 0.5514343305836554 | 0.7318715691986039 | 0.5480237240818611 |
| VWELX | 0.6089283633760669 | 1.3523088176272064 | 0.39139396248051306 | 0.6930729761096581 | 0.9021923821574624 | 0.6834839918122458 |
| VASGX | 0.8270138213438104 | 1.3344372316460862 | 0.38880047337475687 | 0.6253323396653457 | 0.7696725903039555 | 0.5035656373851137 |
| VWINX | -0.15675617737165315 | 0.6061699265046114 | -0.07412875877806482 | 0.35025681557020216 | 0.6776617843660463 | 0.6428986474460578 |
| VLAAX | -1.9819006297970778 | 0.008876403655033015 | -0.22506430465418664 | 0.3441048543193888 | 0.6147839175205217 | 0.46710650949482974 |
| VBIAX | 0.5570057877550261 | 1.0964950351894125 | 0.27735606404629715 | 0.6240314488760776 | 0.8389466549695993 | 0.6447528804340945 |
| SWOBX | 0.38609928170629737 | 1.0692659508045854 | 0.1941810056269234 | 0.5575865706594567 | 0.7505709548324653 | 0.5437257786437636 |
| JANBX | 0.1610307934201147 | 1.0777447233113824 | 0.2408106117578626 | 0.6902121199994699 | 0.8516681958661899 | 0.7061517270640038 |
| FPURX | 0.8415805760152386 | 1.2525528635850425 | 0.4302091713273807 | 0.7444792816066133 | 0.9014939512883073 | 0.6560505483647276 |
| FBALX | 0.9916600903065123 | 1.3406223493854315 | 0.4315179861893206 | 0.7418812073074476 | 0.8924418449184898 | 0.6503985739962374 |
| DODBX | 0.08029632684221857 | 0.7522722457587004 | 0.23332456084271627 | 0.5116116101754438 | 0.7568291261301306 | 0.47006279078673296 |
| COTZX | -0.09671571734759492 | 0.9049649656732144 | 0.011262484509873624 | 0.6182809412435144 | 0.8563005403009023 | 0.5283623854141648 |
| BETFX | 0.6778138661991887 | 1.1652907399114623 | 0.24411274792444596 | 0.4639275221480901 | 0.6238118475283286 | 0 |
| XCOR | 0.7148667136980265 | 1.1896532571690628 | 0.27605082539004067 | 0.5659691602692587 | 0.692767885445805 | 0.4400995936409801 |
| NAVFX | 0.4432011662087434 | 1.1179761582745094 | 0.4311178210568429 | 0.5885302623514415 | 0 | 0 |
| SMIFX | 0.3661955127097764 | 0.6871065758462251 | 0.1632220649016128 | 0.45317945690616185 | 0.6056146497793576 | 0.41708361671985567 |
| VWLTX | -1.2174083488302077 | -0.4429071204328035 | -0.8251208005889592 | -0.2972235926733637 | 0.06898977243353815 | 0.1811995968671074 |
| PRINX | -1.500007322679238 | -0.6003314176983843 | -0.9436877678304423 | -0.37271529472750653 | 0.033138000758554303 | 0.15898454281570737 |
| MDNLX | -1.4248927634909165 | -0.8491691852185982 | -1.013307943046516 | -0.43206982720035514 | -0.020038787090248394 | 0.12100405395867202 |
| FLAAX | -1.0911757682918808 | -0.4513714394267118 | -0.9302153221308691 | -0.3324277611530795 | 0.066515059898407 | 0.17829062503457288 |
| FHIGX | -1.3746813271378802 | -0.6427781816315803 | -0.9569251650157591 | -0.3619328891078216 | 0.01318812405187482 | 0.15406453366372358 |
| VWIAX | -0.14616008125673835 | 0.5699244214253187 | -0.08309888843858662 | 0.3483276492284805 | 0.6675467832625419 | 0.6386096028128958 |
| VTINX | 0.14516251979205844 | 0.6873705234981146 | -0.16482510818287074 | 0.2882425037443366 | 0.5432115193392283 | 0.5217923928153941 |
| VASIX | -0.2921920305400427 | 0.49223445434054386 | -0.339789589255958 | 0.1090324519209707 | 0.3993784996677429 | 0.41084527458162784 |
| TRRIX | -0.1638182777735826 | 0.5787634773797824 | -0.28604622241986166 | 0.2775586180553009 | 0.5160277801130971 | 0.4249088163522783 |
| PRSNX | -2.2887882373148174 | -0.5141948160401876 | -1.1332617417817397 | -0.24360085348589344 | 0.13572706792173422 | 0 |
| PPSIX | -0.8393030847584626 | 0.5686468836548443 | -0.3434495539632426 | 0.16584268753758336 | 0.5520647994773117 | 0.361481624370755 |
| PONPX | -1.1390870426764028 | -0.3235722577643504 | -0.8424716878789353 | -0.10210708393849874 | 0.4655395818358484 | 0 |
| NPSRX | -0.25862287334093276 | 0.5171220063279218 | -0.5106608767035408 | 0.09888873348767827 | 0.5062940945824911 | 0 |
| KIFYX | -0.6507501747190839 | 0.15099210856184833 | -0.3484217430719484 | 0.008174575903400802 | 0.311704489982625 | 0.21609097692931425 |
| GSZAX | 0.20680244023033179 | 0.23619299310909628 | -0.45465208728351447 | -0.04812824110115808 | 0.20300767106339299 | 0 |
| FCVSX | 0.775976395116615 | 1.0540912318008746 | 0.34135664863984033 | 0.7409849007617703 | 0.7899951608751513 | 0.5340605345618764 |
| CNSDX | 0.648990568281866 | 0.9233293808480163 | 0.1753135579128129 | 0.616824844103995 | 0.7274042641781187 | 0.5866265003278207 |
| CCVIX | 0.8621564300849212 | 0.955862261825523 | 0.16447607683906315 | 0.6250819738420809 | 0.6505967505632434 | 0.5291459452265808 |
| BASIX | -1.5703077469250626 | -0.4040911801679045 | -1.0789366960159967 | -0.2059696305641973 | 0.14656164816623365 | 0 |
| ARTOX | 0.19481745626240876 | 0.8420773880343626 | 0.00667799286745195 | 0.386094864052842 | 0.6075481933942825 | 0.49421430073243283 |
| TIBAX | 1.6567072638889633 | 2.055368020956837 | 0.9454192140577874 | 0.7220063624938029 | 0.7521343146729771 | 0.5985541927885916 |
| NBHAX | 0.251913541364773 | 0.9204108802631779 | 0.37445646201904076 | 0.4939790782545421 | 0.6214008959470978 | 0 |
| LGMAX | 0.39078326128984936 | 0.9499006912160696 | 0.16145603234160183 | 0.5091543523089278 | 0.6392101013021406 | 0.5228392899735181 |
| CVLOX | 0.6466109905398758 | 1.277621059578997 | 0.3763763594382593 | 0.6023896556791113 | 0.6040992126717841 | 0.4760666378892993 |
| LFRAX | -0.7983096655468468 | -0.7674209578419877 | -0.8408593023718888 | -0.07434510695697746 | 0.2905675601210724 | 0 |
| VEIPX | 0.6977060088190328 | 1.1144896559509139 | 0.5194107441470458 | 0.6497812191360399 | 0.8590735733709588 | 0.5968797442427591 |
| SWDSX | 0.5976003782126226 | 1.1660063503509313 | 0.3898235077534852 | 0.46725276529077137 | 0.6493611622046236 | 0.44751997222471773 |
| PRFDX | 1.2751156474703418 | 1.1172192472067852 | 0.47434924006556173 | 0.5665477284416696 | 0.7220150554058689 | 0.4730972414240639 |
| MDDVX | 1.163047016278194 | 1.2151375431962645 | 0.34799902509182196 | 0.5553273790855854 | 0.7115365393123094 | 0.5278159299503915 |
| LCEIX | 0.6616935910169759 | 0.9984126479139767 | 0.4203658992564953 | 0.49129546730560264 | 0.7695096123617848 | 0.5182488528256273 |
| LBSAX | 0.8769778901444076 | 1.2032927530839135 | 0.5101134658884148 | 0.7200053051420882 | 0.894544021546536 | 0.6352867236989915 |
| FSDIX | 0.8666425862166236 | 1.0773495426942363 | 0.34422223229151866 | 0.5871953772355791 | 0.8239062170004037 | 0.4896484156524 |
| FEQTX | 0.9669766463148166 | 0.9785565989794253 | 0.48792453552188875 | 0.5525311282032435 | 0.7536083067093603 | 0.43421430153614776 |
| VMNFX | 2.4197646852072 | 1.2173304921181998 | 1.2454761075567269 | 0.4435662286665916 | 0.4730906377000041 | 0.3167333434632881 |
| JMNAX | -1.271701086918372 | 0.2075184456458905 | 0.09125480719573881 | 0.3854279942647355 | 0.2407186574218964 | 0.24216409360037552 |
| GABCX | 0.17959649706190733 | 0.6882559951484911 | 0.08424078369184144 | 0.2808735187166741 | 0.5592014409919416 | 0.548952882370261 |
| CVSIX | 0.8926072455937586 | 0.2696077222887036 | -0.16495299275211395 | 0.34056475521638313 | 0.6192411313254803 | 0.4097476294430155 |
| MFADX | 0.8352655427650624 | 0.9477184929261718 | 0.5198049070172233 | 0.5401533789742498 | 0.4645526934113884 | 0 |
| DHLSX | -0.050974838119443824 | 0.7628368698267072 | 0.20683076673668188 | 0.3945195888062455 | 0.5867113396105241 | 0.3974457203962019 |
| BPLSX | 2.3687243617965503 | 1.9711698043729882 | 1.1674690115305584 | 0.6496418220513783 | 0.7389598030324236 | 0.6852577328591617 |
| BLSAX | 1.1082319512241936 | 1.1391447804066732 | 0.24423559345652632 | 0.2765058547772407 | 0 | 0 |
| ARBNX | 1.298174259496432 | 0.6702179423237897 | -0.13799691763550495 | 0.27367915882790317 | 0.3889487400564909 | 0.48042462140484343 |
| ADANX | 1.0266332919469383 | 0.41397217548297477 | -0.46689103804819115 | 0.6034659136406093 | 0.43193239992579524 | 0 |
| PYTRX | -1.289693360030338 | -0.0016239082670719241 | -0.5504892274794002 | -0.08124405982727788 | 0.08686408457567893 | 0 |
| PARYX | -2.0508388977664125 | -1.012881676230981 | -1.4523716656906782 | -0.37801804113788134 | -0.10520381882387088 | 0 |
| JHAIX | -0.3947345122533496 | -0.002603401461873084 | -0.21752715230330236 | 0.07072656399677754 | 0 | 0 |
| GARTX | 0.9037137398225865 | 0.8242664283851159 | 0.15471336311619793 | 0.3590083101585649 | 0.44231889187769524 | 0 |
| GAFYX | 1.1239269286672966 | 0.5653149311695848 | 0.22161108677746152 | 0.28243722347266575 | 0.3182424578536915 | 0 |
| EIGMX | 2.3582553471491443 | 2.088485226361155 | 0.2840701890430075 | 0.4159188666655716 | 0.5601421641776618 | 0.7665138733732322 |
| DVRAX | -0.09192785261065592 | 1.0839359993593085 | 0.12459874528198331 | 0.3865522885869188 | 0.5075944472408098 | 0 |
| MYITX | 1.059862373239608 | 1.4071211836630082 | 0.41834983872118314 | 0.3475527845653612 | 0.465096635942715 | 0 |
| TIBIX | 1.6836684227578456 | 2.109855972503504 | 0.976720547685202 | 0.7442104631038153 | 0.7983826980474222 | 0.636720601962143 |
| PAUIX | 0.3287686025622527 | 0.5469547155703343 | -0.15334934071862236 | 0.14471704477596292 | 0.22317376362547836 | 0.29190432460704013 |
| MFWIX | 0.4852003936222328 | 0.82755227992749 | 0.12383876848068956 | 0.37777017520826206 | 0.5929440411238062 | 0.47763662187065636 |
| MALOX | 0.6492646128123115 | 1.1575948837836298 | 0.14953120614240292 | 0.4713911244324406 | 0.5811458304247136 | 0.4884176362956463 |
| LSWWX | 0.41510132908355174 | 0.9703192650746584 | 0.17805723261956657 | 0.5277692719082899 | 0.6679978699100332 | 0.5466356914221566 |
| LCORX | 0.45725798926063105 | 0.904452666393258 | 0.3654074855302188 | 0.5895269777027812 | 0.7284958877514912 | 0.4968991614566631 |
| IVAEX | 0.32244089785579627 | 1.212503718041672 | 0.38034901255399717 | 0.4251466184021927 | 0.45657147894741673 | 0.42265501216305545 |
| GMWAX | 1.504724099826601 | 1.3828963523765674 | 0.4038175249542987 | 0.47710118368291604 | 0.5749480243712946 | 0.48441859088294864 |
| GLBIX | 1.050216383136771 | 0.9207266500790464 | 0.2703875337122243 | 0.38687934656255607 | 0.5322504514347046 | 0 |
| GBMFX | 1.6152407353843725 | 1.3743488026889477 | 0.5860267630584783 | 0.4429082267091681 | 0.5512087470445886 | 0.5671615331665649 |
| DSHGX | 1.155379313495175 | 1.4783865168932886 | 0.6085491760794672 | 0.6928285240318001 | 0 | 0 |
| BPGLX | 0.6423257594914149 | 1.0848483581527149 | 0.1630915757872128 | 0.44268281775379315 | 0.5505616172524558 | 0.3248039437711806 |
| SFHYX | 0.4469695072013256 | 0.6976505184503079 | -0.26526260126050666 | 0.6291023432547952 | 0.7824780469926502 | 0.7545931268416064 |
| PMSAX | 1.4803789876277826 | 0.9476864892250152 | 0.21187386536948077 | 0.33868172295136584 | 0 | 0 |
| AOR | 0.6505332660271069 | 1.1593196191220365 | 0.24616250268740225 | 0.5244303621269643 | 0.7094152300800817 | 0 |
| AOM | 0.3180680566061323 | 0.9506056338246784 | 0.037990795993334193 | 0.38796473687506666 | 0.596437413062595 | 0 |
| AOK | 0.0663392267476306 | 0.7881029960848354 | -0.1013367491160776 | 0.2791240915011182 | 0.49015423402855895 | 0 |
| AOA | 0.8584176911208216 | 1.3043790403340754 | 0.3941141411826611 | 0.6087854184465707 | 0.7690506684007112 | 0 |
| FV | 0.7859941377579326 | 0.8105097164852597 | 0.3706814898433185 | 0.5840024134124342 | 0 | 0 |
| PGX | -1.5743154073912788 | -0.05085423533802628 | -0.4294684847574542 | -0.056676644183870965 | 0.25132934601453866 | 0 |
| PFF | -0.6585290098589465 | 0.16602804002816207 | -0.3049202537149811 | 0.045816263403374774 | 0.3351595489925781 | 0 |
| MDIV | 0.33983253636802635 | 0.6565069425352773 | 0.17302757385161405 | 0.19276121531744342 | 0 | 0 |
| IYLD | 0.5363783743023512 | 0.8511868817809474 | -0.09194686829630781 | 0.11361838941803985 | 0 | 0 |
| INKM | 0.13155552752410724 | 0.6742794033406507 | -0.04748731393532188 | 0.24005324580256868 | 0 | 0 |
| CWB | 0.6577674836087304 | 0.94455341341596 | 0.13048583953136803 | 0.6133383104071932 | 0.748284359567767 | 0 |
| CVY | 0.5544910564298685 | 0.7306357208988548 | 0.27604196562363337 | 0.3663896174705246 | 0.4088897589425558 | 0.2959132444769641 |
| BKLN | 0.10394563760720806 | 0.87661509815166 | 0.1823281605819463 | 0.28875016848941626 | 0.5397220572432571 | 0 |
| VYM | 0.8056878562318285 | 1.141387825465403 | 0.5253250499376749 | 0.62022242923862 | 0.8393423617584019 | 0 |
| SDY | 0.32269900547013536 | 0.5833499192611634 | 0.29502402201509503 | 0.4762502586181225 | 0.724509866261998 | 0.49806285057288086 |
| WFAIX | 0.5458067477929226 | 1.1474088887641456 | 0.3021617589350823 | 0.64258656810325 | 0.9275128663723592 | 0.6096003598063039 |
| IDV | 1.1634853330175627 | 1.4745451906626392 | 0.561195844156662 | 0.4649108406329552 | 0.4674722697430844 | 0 |
| HDV | 0.9778367083241574 | 0.9635327556150886 | 0.5465431464686631 | 0.49428757054328976 | 0.7094091576772198 | 0 |
| DWX | 0.6811233721714786 | 1.0004735311951032 | 0.3166705894633265 | 0.345603814274304 | 0.28383215391354666 | 0 |
| DVY | 0.6341114132967685 | 0.9167194652720264 | 0.3776269395376871 | 0.4866356651541231 | 0.7244027027364665 | 0.4630454835739957 |
| DLS | 0.7006159505176085 | 1.1066932933678386 | 0.26602786443378507 | 0.35647268015679046 | 0.49251567781069977 | 0.3261656282774322 |
| DLN | 1.0477720259225227 | 1.356714277531519 | 0.6192149856858966 | 0.7011475934181699 | 0.8836327018013752 | 0.5755294922449778 |
| DGS | 0.7300555096651427 | 0.8115781806101129 | 0.2721913007774076 | 0.4034120156570645 | 0.39202655383309437 | 0 |
| DEM | 1.874355753335043 | 1.4357062578994488 | 0.4843225307689994 | 0.4738652283384894 | 0.3214283626118838 | 0 |
| BTAL | -1.5174104571832543 | -0.8790856147416362 | -0.43497004467823563 | -0.3691770150908492 | -0.32728763741854194 | 0 |
| MNA | -0.7383873211618904 | 0.45545393093938596 | -0.5062582387065709 | 0.004820950587552407 | 0.30376989681476224 | 0 |
| RLY | 1.243835945006769 | 0.9074867651681962 | 0.4806335660103128 | 0.4351008886781974 | 0 | 0 |
| CSM | 0.8111330806214593 | 1.3369823764705588 | 0.5468141809152677 | 0.7230755110917413 | 0.8897907395468205 | 0 |
| QAI | 0.5320560929819484 | 0.7639414766556232 | -0.011153010266960245 | 0.15046938578638858 | 0.27726704026331256 | 0 |
| PDP | 0.6308862511601937 | 0.8830128087700228 | 0.31066436572285194 | 0.5848306377737249 | 0.7229510171539072 | 0 |
| HDG | 0.8328661125466681 | 0.6611488558836509 | -0.1537055181583608 | 0.17180348026108752 | 0.2721771878073573 | 0 |
| PRPFX | 0.4242217193281195 | 1.5572255366219783 | 0.6951317524385846 | 0.7235773437895273 | 0.629854385043732 | 0.6398501732266447 |
| RSP | 0.66181790670067 | 0.8584526736593876 | 0.30742095383884405 | 0.5613747307128236 | 0.761242311154888 | 0.5231596719982393 |
| Sortino | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 1.08 | 2.08 | 0.39 | 0.92 | 1.28 | 0.93 |
| Global Equities (ACWI) | 1.89 | 2.80 | 0.75 | 1.01 | 1.14 | |
| U.S. Equities (SPY) | 2.12 | 2.88 | 0.92 | 1.26 | 1.55 | 0.97 |
| U.S. Bonds (BND) | 1.08 | 2.08 | 0.39 | 0.92 | 1.28 | 0.93 |
| 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 |
| VGLSX | 1.8172044294080638 | 2.7409053015607854 | 0.5393140116944192 | 0.5853216263589133 | 0.8122558592539832 | 0.6553847780141671 |
| PID | 0.12418216883759685 | 1.1082510664828473 | 0.38208597395831034 | 0.4934403779332881 | 0.5207993776342438 | 0.34061440041622415 |
| FPACX | 1.1198661584747818 | 2.119156100555027 | 0.6190456676418383 | 0.8399740288127611 | 1.1146735630315443 | 0.8967371795320839 |
| VGSTX | 0.8461907510045008 | 1.79449639628679 | 0.20914196740898014 | 0.8086462519032765 | 1.119600957844457 | 0.8003945337010635 |
| VWELX | 1.1971231548068217 | 2.6748809735068857 | 0.5591139618084977 | 1.020050225853129 | 1.3917905866895668 | 1.0059081630964486 |
| VASGX | 1.4492136807249345 | 2.49408314182649 | 0.5576590697767095 | 0.9167116248159853 | 1.1783335468855727 | 0.7168975768634774 |
| VWINX | -0.1964921661319151 | 0.9650849159566026 | -0.09644000699775702 | 0.4871098783922081 | 0.9933404345355112 | 0.9367877284881763 |
| VLAAX | -1.787546234401609 | 0.012883944117100308 | -0.2943569814152197 | 0.48640044577112085 | 0.9224881212567309 | 0.6623707847495611 |
| VBIAX | 1.05260672278866 | 1.910426075878405 | 0.38561459555735433 | 0.9133812269977506 | 1.2856228963094605 | 0.9440654925341404 |
| SWOBX | 0.6739237305351599 | 1.9419463339697298 | 0.26367926373479456 | 0.8016792340170792 | 1.1293184001847305 | 0.7780435635120089 |
| JANBX | 0.25327328128920784 | 1.8865509720402796 | 0.3315748717570885 | 1.007441202980774 | 1.3078888118025385 | 1.0590831230640987 |
| FPURX | 1.4942897637811672 | 2.2713980923089356 | 0.6122044450238916 | 1.1112050552720312 | 1.4053273469849248 | 0.9639839121757647 |
| FBALX | 2.184081553873344 | 2.6002615313502853 | 0.620074563158593 | 1.1182788553751015 | 1.39425356556198 | 0.9520470808144579 |
| DODBX | 0.10335810275071466 | 1.1665850369670137 | 0.32164503063197386 | 0.7437342648222093 | 1.1597584673199182 | 0.6709476092444502 |
| COTZX | -0.13814034345248188 | 1.635949137816792 | 0.015191428342826475 | 0.9870588901009729 | 1.449440726036013 | 0.7721923728489504 |
| BETFX | 1.1726820033987138 | 2.099980470729185 | 0.3387111360882421 | 0.6625483447996039 | 0.9286547796645704 | 0 |
| XCOR | 1.4188791498226236 | 2.2350819306724943 | 0.3965955316882815 | 0.8504404138197587 | 1.0730387764902523 | 0.6311313076786472 |
| NAVFX | 0.7515326327291162 | 2.0001062114809245 | 0.6450786341709683 | 0.8536604273224012 | 0 | 0 |
| SMIFX | 0.667438897513332 | 1.1300089259557609 | 0.23323677912597207 | 0.6604413320288955 | 0.9165740385807597 | 0.5962365519005248 |
| VWLTX | -1.2399484327673478 | -0.624201891593165 | -0.9970062520852493 | -0.3773564113641687 | 0.09188250122837269 | 0.24545066237371677 |
| PRINX | -1.4663998340752948 | -0.8051090258010465 | -1.1070515645143 | -0.4598256849609869 | 0.04323571686191945 | 0.21411828834538849 |
| MDNLX | -1.4038621616255529 | -1.0250320176552028 | -1.133553940810334 | -0.5138392362870235 | -0.02543482490592887 | 0.1603346632926884 |
| FLAAX | -1.1253374854218152 | -0.5999150949665287 | -1.0541490147529813 | -0.4008331598816826 | 0.08471126659883055 | 0.2356398192887079 |
| FHIGX | -1.3641590094054972 | -0.8441487088344176 | -1.1160621533033346 | -0.4466184393257768 | 0.017105909613419734 | 0.2045577877303923 |
| VWIAX | -0.1834305432787718 | 0.8981167681034274 | -0.1080480375046841 | 0.48446012927544696 | 0.9772610434268993 | 0.9301792752284062 |
| VTINX | 0.2026195715188562 | 1.0715458211508033 | -0.2078613741630116 | 0.387740554464585 | 0.765771017312653 | 0.7297725376289763 |
| VASIX | -0.35767179874622573 | 0.7602557524683209 | -0.4236063585689467 | 0.14375436917109888 | 0.5467149123899385 | 0.5599154094308388 |
| TRRIX | -0.2252200945254818 | 0.8701753526763784 | -0.34676309957376106 | 0.37060017590492506 | 0.7306807224065779 | 0.5938821400062932 |
| PRSNX | -2.006088508409319 | -0.718438369025967 | -1.2134904637104293 | -0.29240683188051014 | 0.1735211707542 | 0 |
| PPSIX | -0.9296543497460632 | 0.8742233310892132 | -0.42362579952404866 | 0.2112322135168545 | 0.7445854547535198 | 0.5098630095160488 |
| PONPX | -1.1655478430165633 | -0.4048068659983563 | -0.9384326984316295 | -0.1209103397343082 | 0.6039263022284511 | 0 |
| NPSRX | -0.31677835524772174 | 0.8210377672872715 | -0.5990587400066516 | 0.12257403617496906 | 0.6726768048548952 | 0 |
| KIFYX | -0.8652002148873372 | 0.24611755632597812 | -0.4621299597927538 | 0.010272686236473759 | 0.40581300035877477 | 0.29002330225323414 |
| GSZAX | 0.2753520001138138 | 0.34176314038605343 | -0.5532106359879062 | -0.06241329370279877 | 0.2756727571175503 | 0 |
| FCVSX | 1.6261621090079086 | 1.9669877799681093 | 0.5030013940480669 | 1.247515888632369 | 1.335490961946551 | 0.7682685625650654 |
| CNSDX | 1.3074684624488193 | 1.700810918052891 | 0.2557996777260735 | 0.9976289500909318 | 1.1911760996651157 | 0.8737460399039775 |
| CCVIX | 1.8752768414686567 | 1.7700994661147604 | 0.23820686707856234 | 1.0214381849014174 | 1.0593257867728068 | 0.804307578007187 |
| BASIX | -1.5069821068017724 | -0.49978480389198227 | -1.144569518952688 | -0.24574138939385212 | 0.1828946149793814 | 0 |
| ARTOX | 0.26702762209813957 | 1.352311963747109 | 0.008738681512153046 | 0.5333995932403843 | 0.8836067051995613 | 0.7026109240667525 |
| TIBAX | 3.8932142535446617 | 5.2421031812809735 | 1.5367598379704284 | 1.050557428255125 | 1.1180674501453765 | 0.8618602184681912 |
| NBHAX | 0.3573778689753313 | 1.4606638063270314 | 0.534628955808102 | 0.6842085702280354 | 0.8904778955732452 | 0 |
| LGMAX | 0.6188815948981403 | 1.6702063711578845 | 0.2257255453245231 | 0.7449547593826995 | 0.9727800961837486 | 0.7565213465926758 |
| CVLOX | 1.2398301072798497 | 2.521193813505927 | 0.5566917218097317 | 0.9344489918234827 | 0.9524036170584758 | 0.7036966413255002 |
| LFRAX | -0.9197558525102483 | -0.8925187087897266 | -0.8871837852113109 | -0.08297942934870467 | 0.34307942951885767 | 0 |
| VEIPX | 1.1260704031547242 | 1.9263489369185463 | 0.7946587698984495 | 0.9789083674469136 | 1.3496777390410581 | 0.8733992907589984 |
| SWDSX | 0.9361633481800822 | 1.936572535155232 | 0.5712999776615659 | 0.6610650623405502 | 0.9581451837303478 | 0.6308024016603019 |
| PRFDX | 2.2618428965519164 | 1.910653700276079 | 0.6997770272008194 | 0.8309392650494444 | 1.098006957652885 | 0.6798640197507816 |
| MDDVX | 1.944326107122453 | 2.07583954000095 | 0.49979923936093434 | 0.8304293264411221 | 1.0944509731622787 | 0.775065979119753 |
| LCEIX | 0.9683888750948401 | 1.6345952732124653 | 0.6204556014706782 | 0.7084361479780101 | 1.1722606670717923 | 0.7412102779214366 |
| LBSAX | 1.4255043826481972 | 1.9961600510601976 | 0.7706667874561647 | 1.0926053255489914 | 1.4197741745328716 | 0.9397120306691867 |
| FSDIX | 1.5499357469866275 | 1.7847185436214539 | 0.4961630954889933 | 0.8646773078659146 | 1.276476153743508 | 0.6889686447884762 |
| FEQTX | 1.4444321091463654 | 1.5384425665760812 | 0.7226046542768614 | 0.8159615827929629 | 1.1635126060439507 | 0.6201265696984678 |
| VMNFX | 6.865893965344138 | 2.634792037785762 | 2.8860104364071026 | 0.7827279098833182 | 0.8349827810112583 | 0.5221861589313834 |
| JMNAX | -1.4246973809289676 | 0.2907614692112462 | 0.12276989764029339 | 0.5497801773145854 | 0.33254011950566137 | 0.3368058830441204 |
| GABCX | 0.28802797862460544 | 1.1958347186047233 | 0.11822031546269997 | 0.38715962981045493 | 0.8059504987221521 | 0.7817796828722138 |
| CVSIX | 1.6837248807063394 | 0.3136134619193169 | -0.19021623947788996 | 0.4291962518867465 | 0.8710288175750276 | 0.5518057873485744 |
| MFADX | 1.8272748125218479 | 1.806604771968791 | 0.8162586240092371 | 0.845164490955157 | 0.7254307120335904 | 0 |
| DHLSX | -0.07258855055885066 | 1.3173166943765802 | 0.2871514198433134 | 0.5627549164028958 | 0.8736319168378579 | 0.5678322801961337 |
| BPLSX | 6.790115473235739 | 4.284519408804082 | 2.1125270348549563 | 1.0609428942756558 | 1.2328344208551574 | 1.1599670830362236 |
| BLSAX | 2.0203445059372633 | 2.1266900232139943 | 0.37865668013105586 | 0.4115973666203483 | 0 | 0 |
| ARBNX | 3.3777739517826513 | 1.081318364564653 | -0.17098352720685747 | 0.3656717742803814 | 0.5284833951017565 | 0.652422839994017 |
| ADANX | 2.87319555241936 | 0.5932753865447392 | -0.5210311821003307 | 0.9776167933131349 | 0.6822786308544653 | 0 |
| PYTRX | -1.3333403422317431 | -0.0023341273659990736 | -0.6865566792828504 | -0.10021734416707763 | 0.10997487777600866 | 0 |
| PARYX | -1.8498793681685906 | -1.1324834666464099 | -1.410558886869665 | -0.42196822866623535 | -0.12133344849275593 | 0 |
| JHAIX | -0.46999477882283436 | -0.0033495832954471313 | -0.2785525867707842 | 0.09649300116681801 | 0 | 0 |
| GARTX | 1.6499752466378526 | 1.406029209215587 | 0.21324147938224103 | 0.4956104209930904 | 0.625362951354809 | 0 |
| GAFYX | 2.254179442390239 | 0.9027240700460485 | 0.32900812029398274 | 0.39469508605715575 | 0.44084382092195884 | 0 |
| EIGMX | 4.4088050584481255 | 4.127178216860676 | 0.3692387533670147 | 0.5359639731666727 | 0.7505053686546402 | 1.059475788923179 |
| DVRAX | -0.11413133962948238 | 2.0589388479595745 | 0.16588901166007874 | 0.538504044268628 | 0.7186266470223178 | 0 |
| MYITX | 1.6483505047470333 | 2.450659363996244 | 0.6143240811985108 | 0.4861032175024654 | 0.6770944682008361 | 0 |
| TIBIX | 3.9936365238415417 | 5.431463831498453 | 1.595204294314571 | 1.0861633884840223 | 1.193852301067189 | 0.9213003018127798 |
| PAUIX | 0.46543697934982 | 0.8076919059573682 | -0.19369998565125704 | 0.18936618725957652 | 0.30416775040689104 | 0.40632725539528164 |
| MFWIX | 0.6764948732773135 | 1.3168625609658884 | 0.169111797559223 | 0.5360951531999487 | 0.8813692057153031 | 0.694760199966131 |
| MALOX | 0.9985285071707819 | 1.954441574852626 | 0.20270234178043472 | 0.6945824739547865 | 0.8875988620240167 | 0.7216546160816918 |
| LSWWX | 0.6611429269852035 | 1.7148314502929576 | 0.24990375349519275 | 0.7755525324087784 | 1.0233084880624972 | 0.7951963097935738 |
| LCORX | 0.6972125455519285 | 1.4243773035466016 | 0.5244044408781535 | 0.8769813343612258 | 1.1238436932256899 | 0.7029882189788633 |
| IVAEX | 0.4777745994820629 | 2.1208032223634135 | 0.5503062291512831 | 0.5620286408780779 | 0.6427557465948367 | 0.5875190066550986 |
| GMWAX | 2.577349637623839 | 2.4884136810965045 | 0.5862919116110791 | 0.6869509903974328 | 0.85175106943404 | 0.7108343636142588 |
| GLBIX | 1.9363268839832992 | 1.5116941128450596 | 0.3777942032959762 | 0.5525558694246282 | 0.7855392298933418 | 0 |
| GBMFX | 3.0465516150213863 | 2.537191898538128 | 0.9052623943120316 | 0.640417663093885 | 0.813763363107025 | 0.8461214178416846 |
| DSHGX | 2.1014572055601572 | 2.8433008570630927 | 0.9263960951950013 | 1.0200211673213346 | 0 | 0 |
| BPGLX | 0.9860064753808293 | 1.8173413951185238 | 0.2237806161464283 | 0.6377996537763636 | 0.8178157889048154 | 0.458632125286437 |
| SFHYX | 0.5840028868335776 | 1.0676411749287387 | -0.3416721199315099 | 1.0450469024560027 | 1.3457143779560294 | 1.3310817584852819 |
| PMSAX | 2.7219693099255693 | 1.4891729714657336 | 0.27839100380729054 | 0.4418535976130588 | 0 | 0 |
| AOR | 1.067277724443845 | 2.063668657040065 | 0.34355671506165186 | 0.7511277773574885 | 1.061548703790153 | 0 |
| AOM | 0.4609961071619974 | 1.593358112018192 | 0.050293624266930174 | 0.5365410798779455 | 0.859430243961409 | 0 |
| AOK | 0.09001021856331065 | 1.2749416191365741 | -0.1308175412131201 | 0.3778102813221667 | 0.6857199264097263 | 0 |
| AOA | 1.5218274412270059 | 2.449071979940816 | 0.567060592494872 | 0.8880098230186435 | 1.181741314566513 | 0 |
| FV | 1.3300483809447652 | 1.3923853216299302 | 0.5695554609541968 | 0.9128495468240092 | 0 | 0 |
| PGX | -1.6363839317768067 | -0.07481273382025046 | -0.5991989482169408 | -0.08138866378894208 | 0.37241728617987413 | 0 |
| PFF | -0.848446315413405 | 0.24434517042617762 | -0.4158917962941129 | 0.06402432543875275 | 0.49155796155165143 | 0 |
| MDIV | 0.5023288712811095 | 1.0796462510943639 | 0.2423867002501938 | 0.24736610863246258 | 0 | 0 |
| IYLD | 0.7975748078884324 | 1.4856588279466123 | -0.12103697666858118 | 0.14428292854172917 | 0 | 0 |
| INKM | 0.1784934421188529 | 1.0945612922074688 | -0.062301491854943665 | 0.3143173531221732 | 0 | 0 |
| CWB | 1.3824823488282425 | 1.7671832971859618 | 0.18654900407146763 | 0.9839482890991685 | 1.2238585563407953 | 0 |
| CVY | 0.8540076570815591 | 1.1937565418968568 | 0.39890473208150584 | 0.5012662820483639 | 0.5738563270960579 | 0.4110649667149527 |
| BKLN | 0.1393094863639401 | 1.3223887265168168 | 0.2405690337010642 | 0.3811175106360405 | 0.7770401697931407 | 0 |
| VYM | 1.349478098886776 | 1.9663394318778955 | 0.8111420668653523 | 0.9348712996271499 | 1.3227050196477181 | 0 |
| SDY | 0.47943874053195784 | 0.8864866892075803 | 0.4355250569397124 | 0.6953593704293934 | 1.1209146389574287 | 0.7285507525115815 |
| WFAIX | 1.084372007048757 | 2.142407330228646 | 0.4263770810572989 | 0.9574497133027088 | 1.4733791130480787 | 0.879084711101042 |
| IDV | 2.0681847301715877 | 2.7404648996310685 | 0.8248224612026074 | 0.6540526063763814 | 0.6792270034584248 | 0 |
| HDV | 1.9814045003072378 | 1.626668095219066 | 0.8474821996124638 | 0.7415374731916138 | 1.1133254488626705 | 0 |
| DWX | 1.108944428232091 | 1.7346431365612183 | 0.452592678157613 | 0.47489166604372823 | 0.4073325319892967 | 0 |
| DVY | 1.0376383719449953 | 1.5434420245848437 | 0.5475120091424349 | 0.6924143095556445 | 1.0784552136060426 | 0.6419399063695161 |
| DLS | 1.0321855507930775 | 1.8253477162735217 | 0.37820909020392895 | 0.4859607404904655 | 0.7056500932916913 | 0.45065452920935 |
| DLN | 1.8104615109283033 | 2.285241507968216 | 0.940369324592234 | 1.04631182589309 | 1.376552025728439 | 0.8281639350693233 |
| DGS | 1.1970422038614927 | 1.377675328052168 | 0.4135392084093575 | 0.5849443427044541 | 0.5817596520762854 | 0 |
| DEM | 4.756977102415679 | 3.0748628572715773 | 0.7896843862850117 | 0.7210159046459714 | 0.48680724363282146 | 0 |
| BTAL | -1.6675416916950325 | -1.061859944505162 | -0.5607963180411434 | -0.47123416624482467 | -0.42147583822512186 | 0 |
| MNA | -0.9567096135822128 | 0.6888064547002081 | -0.5850414966161127 | 0.006086943443133147 | 0.416053900563519 | 0 |
| RLY | 2.5071981151672365 | 1.5715176240036652 | 0.688180588504878 | 0.6141245212636455 | 0 | 0 |
| CSM | 1.779451920746465 | 2.6815998895036652 | 0.8281047071068325 | 1.089484210599814 | 1.406674316335002 | 0 |
| QAI | 0.9869453335975608 | 1.333078486087037 | -0.014840126816765505 | 0.2031733429914593 | 0.38876296793490833 | 0 |
| PDP | 0.9898692257190829 | 1.4568132740326247 | 0.4561977923297204 | 0.8875343879881815 | 1.1274214805977745 | 0 |
| HDG | 1.5211067659477888 | 1.0970760745017254 | -0.19355257162541817 | 0.23273582325252454 | 0.3815061384100771 | 0 |
| PRPFX | 0.6236195707897773 | 2.479467208027707 | 1.0001463328638378 | 1.103296898182879 | 0.9816311799150922 | 0.9675022014238038 |
| RSP | 0.9612366910844734 | 1.3918114254172518 | 0.4514357631530532 | 0.8347573653993098 | 1.1908020959636896 | 0.7720208216283988 |
| Treynor | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 0.8 | 1.5 | 0.4 | 1.0 | 1.2 | 1.0 |
| Global Equities (ACWI) | 1.4 | 1.9 | 0.8 | 1.0 | 1.1 | n/m |
| U.S. Equities (SPY) | 1.2 | 1.8 | 0.9 | 1.2 | 1.4 | 0.9 |
| U.S. Bonds (BND) | n/m | -0.1 | -2.0 | n/m | n/m | n/m |
| 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 |
| Treynor ratio is shown as n/m ("not meaningful") when a portfolio recipe's beta is between -0.20 and +0.20. The Treynor ratio divides excess return by beta, so near-zero beta creates extreme results that are not meaningful for comparison. | ||||||
| VGLSX | 1.5 | 2.1 | 0.6 | 0.7 | 0.8 | 0.7 |
| PID | 0.1 | 1.6 | 0.5 | 0.6 | 0.5 | 0.3 |
| FPACX | 1.3 | 1.9 | 0.7 | 1 | 1.2 | 1.1 |
| VGSTX | 0.8 | 1.5 | 0.2 | 0.9 | 1.2 | 0.9 |
| VWELX | 0.8 | 1.8 | 0.6 | 1.1 | 1.4 | 1.1 |
| VASGX | 1.2 | 1.9 | 0.6 | 1 | 1.1 | 0.7 |
| VWINX | -0.4 | 1.1 | -0.2 | 0.6 | 1.2 | 1.2 |
| VLAAX | -5.7 | -0.1 | -0.6 | 0.6 | 1 | 0.7 |
| VBIAX | 0.7 | 1.5 | 0.4 | 1 | 1.2 | 1 |
| SWOBX | 0.5 | 1.4 | 0.3 | 0.9 | 1.1 | 0.8 |
| JANBX | 0.2 | 1.4 | 0.3 | 1.1 | 1.3 | 1.1 |
| FPURX | 1.3 | 1.7 | 0.7 | 1.2 | 1.3 | 1 |
| FBALX | 1.4 | 1.8 | 0.7 | 1.2 | 1.3 | 1 |
| DODBX | 0.1 | 1.4 | 0.4 | 0.9 | 1.2 | 0.7 |
| COTZX | -0.2 | 1.4 | -0.1 | 1.2 | 1.6 | 0.9 |
| BETFX | 1 | 1.6 | 0.4 | 0.7 | 0.9 | 0 |
| XCOR | 1 | 1.7 | 0.4 | 0.9 | 1 | 0.6 |
| NAVFX | 0.6 | 1.5 | 0.6 | 0.9 | 0 | 0 |
| SMIFX | 0.6 | 1 | 0.2 | 0.7 | 0.9 | 0.6 |
| VWLTX | -3.7 | -1 | -2.1 | 0 | 0 | 0 |
| PRINX | 0 | -1.3 | -2.5 | 0 | 0 | 0 |
| MDNLX | 0 | -1.7 | -2.6 | 0 | 0 | 0 |
| FLAAX | -3.4 | -1 | -2.3 | -1.2 | 0 | 0 |
| FHIGX | -4 | -1.3 | -2.5 | 0 | 0 | 0 |
| VWIAX | -0.4 | 1 | -0.3 | 0.6 | 1.2 | 1.2 |
| VTINX | 0.2 | 1 | -0.4 | 0.5 | 0.9 | 0.9 |
| VASIX | -0.6 | 0.8 | -0.8 | 0.2 | 0.8 | 0.8 |
| TRRIX | -0.3 | 0.8 | -0.6 | 0.4 | 0.8 | 0.7 |
| PRSNX | 0 | -1.1 | -2.8 | -0.7 | 0.3 | 0 |
| PPSIX | -1.7 | 1 | -0.9 | 0.3 | 1.2 | 0.8 |
| PONPX | 0 | -0.8 | -2.1 | -0.3 | 1.1 | 0 |
| NPSRX | -0.5 | 0.9 | -1.5 | 0.1 | 1.1 | 0 |
| KIFYX | -1.4 | 0.2 | -0.9 | -0.1 | 0.5 | 0.3 |
| GSZAX | 0 | 0 | 0 | 0 | 0 | 0 |
| FCVSX | 1.2 | 1.7 | 0.6 | 1.3 | 1.3 | 0.9 |
| CNSDX | 1 | 1.4 | 0.2 | 1.1 | 1.2 | 1 |
| CCVIX | 1.4 | 1.5 | 0.2 | 1.1 | 1 | 0.9 |
| BASIX | 0 | 0 | 0 | 0 | 0 | 0 |
| ARTOX | 0.3 | 1.2 | -0.1 | 0.6 | 0.9 | 0.8 |
| TIBAX | 6.1 | 5.8 | 2.2 | 1.4 | 1.3 | 1 |
| NBHAX | 0.7 | 2 | 0.7 | 0.8 | 1 | 0 |
| LGMAX | 0.6 | 1.3 | 0.2 | 0.8 | 0.9 | 0.8 |
| CVLOX | 0.9 | 1.9 | 0.6 | 0.9 | 0.9 | 0.7 |
| LFRAX | 0 | 0 | 0 | -0.3 | 0.7 | 0 |
| VEIPX | 1.4 | 1.9 | 1 | 1.1 | 1.3 | 0.9 |
| SWDSX | 1.6 | 2.2 | 0.7 | 0.7 | 1 | 0.6 |
| PRFDX | 2.4 | 1.9 | 0.9 | 0.9 | 1.1 | 0.7 |
| MDDVX | 2.2 | 2.1 | 0.6 | 0.9 | 1.1 | 0.8 |
| LCEIX | 1.6 | 1.7 | 0.7 | 0.8 | 1.2 | 0.8 |
| LBSAX | 2.5 | 2.1 | 0.9 | 1.2 | 1.4 | 1 |
| FSDIX | 2 | 1.8 | 0.6 | 1 | 1.3 | 0.7 |
| FEQTX | 2.5 | 2 | 1 | 0.9 | 1.2 | 0.6 |
| VMNFX | 0 | 0 | 0 | 0 | 0 | 0 |
| JMNAX | 0 | 0 | 0 | 0 | 0 | 0 |
| GABCX | 0 | 0 | 0 | 0 | 0 | 0 |
| CVSIX | 0 | 0 | 0 | 0 | 0 | 0.7 |
| MFADX | 1.2 | 1.6 | 1.1 | 1 | 0.8 | 0 |
| DHLSX | -0.3 | 1.6 | 0.4 | 0.7 | 1 | 0.6 |
| BPLSX | 7.2 | 4.3 | 3 | 1.4 | 1.6 | 1.4 |
| BLSAX | 1.9 | 2.3 | 0.4 | 0.4 | 0 | 0 |
| ARBNX | 0 | 0 | 0 | 0 | 0 | 0 |
| ADANX | 0 | 0 | 0 | 0 | 0 | 0 |
| PYTRX | 0 | -0.1 | 0 | 0 | 0 | 0 |
| PARYX | 0 | 0 | 0 | 0 | 0 | 0 |
| JHAIX | -0.9 | -0.1 | -0.6 | 0.1 | 0 | 0 |
| GARTX | 1.3 | 1.2 | 0.2 | 0.6 | 0.7 | 0 |
| GAFYX | 1.9 | 1.1 | 0.5 | 0.6 | 0.6 | 0 |
| EIGMX | 0 | 0 | 0 | 0 | 0 | 0 |
| DVRAX | 0 | 0 | 0.3 | 0.8 | 1 | 0 |
| MYITX | 2 | 2.8 | 0.7 | 0.5 | 0.7 | 0 |
| TIBIX | 6.2 | 6.1 | 2.3 | 1.4 | 1.4 | 1.1 |
| PAUIX | 0.7 | 1.1 | -0.4 | 0.2 | 0.4 | 0.6 |
| MFWIX | 1.2 | 1.6 | 0.2 | 0.6 | 0.9 | 0.8 |
| MALOX | 1 | 1.7 | 0.2 | 0.8 | 0.9 | 0.8 |
| LSWWX | 0.6 | 1.4 | 0.2 | 0.8 | 1 | 0.8 |
| LCORX | 0.8 | 1.4 | 0.6 | 1 | 1.2 | 0.8 |
| IVAEX | 0.4 | 1.7 | 0.6 | 0.7 | 0.7 | 0.7 |
| GMWAX | 3.1 | 2.6 | 0.8 | 0.8 | 0.9 | 0.8 |
| GLBIX | 3 | 1.9 | 0.5 | 0.7 | 0.9 | 0 |
| GBMFX | 5.6 | 4.3 | 1.8 | 1 | 1.1 | 1.2 |
| DSHGX | 1.8 | 2.1 | 1 | 1.1 | 0 | 0 |
| BPGLX | 0.9 | 1.6 | 0.2 | 0.7 | 0.8 | 0.5 |
| SFHYX | 0.9 | 1.2 | -0.7 | 1.5 | 1.7 | 1.7 |
| PMSAX | 2.5 | 1.8 | 0.4 | 0.6 | 0 | 0 |
| AOR | 0.9 | 1.6 | 0.4 | 0.8 | 1.1 | 0 |
| AOM | 0.5 | 1.4 | -0 | 0.6 | 0.9 | 0 |
| AOK | 0.1 | 1.2 | -0.3 | 0.5 | 0.8 | 0 |
| AOA | 1.2 | 1.8 | 0.6 | 0.9 | 1.1 | 0 |
| FV | 1.3 | 1.1 | 0.6 | 0.9 | 0 | 0 |
| PGX | -3.1 | -0.2 | -1.2 | -0.3 | 0.5 | 0 |
| PFF | -1.1 | 0.2 | -0.8 | -0 | 0.6 | 0 |
| MDIV | 1.2 | 1.5 | 0.3 | 0.2 | 0 | 0 |
| IYLD | 1.2 | 1.9 | -0.3 | 0.1 | 0 | 0 |
| INKM | 0.3 | 1.3 | -0.2 | 0.4 | 0 | 0 |
| CWB | 1 | 1.5 | 0.1 | 1.1 | 1.2 | 0 |
| CVY | 1.4 | 1.3 | 0.4 | 0.5 | 0.6 | 0.4 |
| BKLN | 0 | 0 | 0 | 0.6 | 1.1 | 0 |
| VYM | 1.8 | 2 | 1 | 1 | 1.3 | 0 |
| SDY | 1.2 | 1.3 | 0.5 | 0.8 | 1.2 | 0.8 |
| WFAIX | 0.7 | 1.5 | 0.4 | 1 | 1.4 | 0.9 |
| IDV | 4.9 | 5.8 | 1.4 | 0.9 | 0.8 | 0 |
| HDV | 0 | 4.1 | 1.4 | 0.9 | 1.3 | 0 |
| DWX | 3.1 | 4.8 | 0.7 | 0.7 | 0.5 | 0 |
| DVY | 0 | 2.2 | 0.8 | 0.9 | 1.3 | 0.8 |
| DLS | 1.4 | 2.5 | 0.5 | 0.6 | 0.8 | 0.5 |
| DLN | 2 | 2.1 | 1.1 | 1.1 | 1.3 | 0.9 |
| DGS | 1.5 | 1.6 | 0.5 | 0.7 | 0.6 | 0 |
| DEM | 3.9 | 3.1 | 1.2 | 0.9 | 0.5 | 0 |
| BTAL | 3.2 | 1.9 | 1.4 | 1.1 | 0.9 | 0 |
| MNA | 0 | 0 | 0 | 0 | 0 | 0 |
| RLY | 0 | 3.8 | 1.3 | 0.9 | 0 | 0 |
| CSM | 1.1 | 1.8 | 0.8 | 1.1 | 1.3 | 0 |
| QAI | 0.8 | 1.1 | -0.1 | 0.2 | 0.4 | 0 |
| PDP | 1.2 | 1.4 | 0.4 | 0.9 | 1.1 | 0 |
| HDG | 1.3 | 1 | -0.4 | 0.3 | 0.4 | 0 |
| PRPFX | 1.3 | 4.3 | 1.6 | 1.4 | 1.2 | 1.3 |
| RSP | 1.3 | 1.3 | 0.4 | 0.9 | 1.1 | 0.7 |
Compare: Risk & Volatility
for period ending September 30, 2026
| Maximum Drawdown | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 3.7% | 4.5% | 20.7% | 20.7% | 20.7% | 32.2% |
| Global Equities (ACWI) | 6.1% | 6.1% | 25.7% | 25.7% | 25.7% | |
| U.S. Equities (SPY) | 5.8% | 7.6% | 23.9% | 23.9% | 23.9% | 50.8% |
| U.S. Bonds (BND) | 4.1% | 4.1% | 15.8% | 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 |
| VGLSX | 5.2% | 5.2% | 22% | 22.4% | 22.4% | 34% |
| PID | 7.4% | 7.4% | 20.6% | 32.9% | 32.9% | 61.6% |
| FPACX | 4.9% | 4.9% | 17.4% | 20.5% | 20.5% | 28.8% |
| VGSTX | 4.8% | 4.8% | 23.9% | 23.9% | 23.9% | 35.6% |
| VWELX | 4.1% | 4.1% | 20.2% | 20.2% | 20.2% | 32.5% |
| VASGX | 5.6% | 5.6% | 23.4% | 23.4% | 23.4% | 47.6% |
| VWINX | 3.4% | 3.4% | 14.8% | 14.8% | 14.8% | 18.8% |
| VLAAX | 8.6% | 14.8% | 20.6% | 20.6% | 20.6% | 39.9% |
| VBIAX | 3.7% | 6.2% | 20.8% | 20.8% | 20.8% | 32.5% |
| SWOBX | 4.2% | 4.2% | 22.6% | 22.6% | 22.6% | 32.5% |
| JANBX | 5.9% | 5.9% | 21.6% | 21.6% | 21.6% | 21.6% |
| FPURX | 4.2% | 7.2% | 21.9% | 21.9% | 21.9% | 37.9% |
| FBALX | 3.9% | 5.2% | 22.1% | 22.1% | 22.1% | 40.5% |
| DODBX | 4.6% | 4.6% | 15.6% | 21% | 21% | 46.5% |
| COTZX | 2.6% | 2.9% | 16.3% | 16.8% | 16.8% | 42.4% |
| BETFX | 4.3% | 4.3% | 19.1% | 19.1% | 19.1% | 0% |
| XCOR | 5.8% | 10.9% | 26.3% | 26.3% | 26.3% | 54.1% |
| NAVFX | 6.3% | 10.2% | 22.3% | 22.3% | 0% | 0% |
| SMIFX | 4.8% | 9.5% | 15% | 25.4% | 25.4% | 50.7% |
| VWLTX | 7% | 7% | 16.8% | 17% | 17% | 17% |
| PRINX | 7.5% | 7.5% | 16.3% | 16.5% | 16.5% | 16.5% |
| MDNLX | 6.2% | 6.2% | 16.1% | 16.4% | 16.4% | 16.4% |
| FLAAX | 6.9% | 6.9% | 21.8% | 22.1% | 22.1% | 22.1% |
| FHIGX | 7.3% | 7.3% | 15.7% | 16.1% | 16.1% | 16.1% |
| VWIAX | 3.4% | 3.4% | 14.7% | 14.7% | 14.7% | 18.7% |
| VTINX | 3% | 3% | 15.9% | 15.9% | 15.9% | 17% |
| VASIX | 2.8% | 2.8% | 16.3% | 16.7% | 16.7% | 16.7% |
| TRRIX | 3.6% | 3.6% | 17.7% | 17.7% | 17.7% | 25.1% |
| PRSNX | 3.4% | 3.4% | 18.2% | 18.9% | 18.9% | 0% |
| PPSIX | 2.8% | 2.8% | 13.6% | 13.9% | 13.9% | 42.5% |
| PONPX | 5.6% | 5.6% | 13.3% | 13.3% | 13.3% | 0% |
| NPSRX | 2.5% | 2.5% | 18.3% | 18.6% | 18.6% | 0% |
| KIFYX | 4.2% | 9.4% | 19.9% | 31.6% | 31.6% | 64.1% |
| GSZAX | 1.5% | 1.6% | 7% | 8.4% | 8.4% | 0% |
| FCVSX | 6.8% | 8.4% | 21% | 21% | 21% | 54.5% |
| CNSDX | 7% | 7.4% | 20.2% | 20.2% | 20.2% | 36.3% |
| CCVIX | 6.8% | 7.9% | 24.6% | 24.6% | 24.6% | 31.6% |
| BASIX | 2.9% | 2.9% | 9.7% | 10.3% | 10.3% | 0% |
| ARTOX | 3.7% | 3.7% | 17.7% | 17.7% | 17.7% | 24.7% |
| TIBAX | 3.3% | 3.3% | 18.4% | 26% | 26% | 44.4% |
| NBHAX | 7.1% | 7.1% | 16.4% | 22.1% | 22.1% | 0% |
| LGMAX | 4.6% | 5.8% | 29.5% | 29.5% | 29.5% | 45.1% |
| CVLOX | 6.1% | 6.8% | 27.6% | 27.6% | 27.6% | 42.8% |
| LFRAX | 1.9% | 1.9% | 5.9% | 16% | 16% | 0% |
| VEIPX | 4.6% | 5.7% | 13.3% | 23.1% | 23.1% | 48.9% |
| SWDSX | 4.2% | 4.9% | 18% | 28.4% | 28.4% | 45.4% |
| PRFDX | 5.2% | 7.2% | 16.5% | 28.4% | 28.4% | 53.2% |
| MDDVX | 6.3% | 6.3% | 22.4% | 24.4% | 24.4% | 46.2% |
| LCEIX | 5.3% | 6.6% | 14.4% | 24.3% | 24.3% | 45.3% |
| LBSAX | 4% | 6% | 17% | 19.5% | 19.5% | 43.4% |
| FSDIX | 4.3% | 5.4% | 17.2% | 17.2% | 17.2% | 54.8% |
| FEQTX | 5.7% | 6.8% | 15% | 26.8% | 26.8% | 56.1% |
| VMNFX | 1.7% | 3.2% | 3.2% | 24.1% | 24.4% | 24.4% |
| JMNAX | 3.8% | 4.2% | 5.7% | 5.7% | 8.2% | 9.3% |
| GABCX | 1.5% | 1.8% | 3.9% | 5.8% | 5.8% | 6.5% |
| CVSIX | 0.6% | 3.8% | 7.4% | 7.4% | 7.4% | 18.3% |
| MFADX | 4.6% | 5.6% | 11.6% | 23.6% | 26% | 0% |
| DHLSX | 7% | 7% | 15.5% | 23.4% | 23.4% | 36.6% |
| BPLSX | 2.9% | 4.6% | 11.5% | 27.4% | 27.4% | 34.3% |
| BLSAX | 9.8% | 9.8% | 32.1% | 38.9% | 0% | 0% |
| ARBNX | 0.1% | 1.8% | 3.5% | 4.8% | 4.8% | 6.3% |
| ADANX | 0.1% | 1.2% | 5.7% | 8.1% | 12.8% | 0% |
| PYTRX | 4.8% | 4.8% | 6.3% | 10.3% | 10.3% | 0% |
| PARYX | 0.8% | 0.8% | 6.4% | 6.9% | 6.9% | 0% |
| JHAIX | 5.7% | 5.7% | 10.3% | 10.3% | 0% | 0% |
| GARTX | 3.1% | 3.1% | 10.1% | 10.1% | 10.1% | 0% |
| GAFYX | 3.7% | 4.2% | 6.2% | 9.5% | 18.1% | 0% |
| EIGMX | 1.3% | 1.3% | 6.5% | 7.1% | 7.1% | 7.1% |
| DVRAX | 2.1% | 2.1% | 9.4% | 9.8% | 9.8% | 0% |
| MYITX | 9% | 9% | 29.7% | 35.7% | 35.7% | 0% |
| TIBIX | 3.2% | 3.2% | 18.2% | 25.9% | 25.9% | 44.1% |
| PAUIX | 5.1% | 5.1% | 21.1% | 21.1% | 21.1% | 21.1% |
| MFWIX | 4.8% | 4.8% | 19.2% | 19.2% | 19.2% | 29% |
| MALOX | 6.1% | 6.1% | 25.2% | 25.5% | 25.5% | 29.4% |
| LSWWX | 4.6% | 5.8% | 29.4% | 29.4% | 29.4% | 44.8% |
| LCORX | 4.7% | 5.7% | 12.9% | 12.9% | 12.9% | 36.5% |
| IVAEX | 6.3% | 6.3% | 20.7% | 25.5% | 25.5% | 29.2% |
| GMWAX | 5% | 5% | 20.3% | 21.9% | 21.9% | 29.4% |
| GLBIX | 4.1% | 4.6% | 14.5% | 19.8% | 19.8% | 0% |
| GBMFX | 3.6% | 3.6% | 11.7% | 16.1% | 16.1% | 18.5% |
| DSHGX | 6.1% | 6.1% | 21.1% | 25.8% | 0% | 0% |
| BPGLX | 6.6% | 6.6% | 21% | 21% | 21% | 48.7% |
| SFHYX | 3.5% | 3.5% | 11.9% | 13.4% | 13.4% | 16.8% |
| PMSAX | 1.5% | 2.3% | 6% | 9.5% | 0% | 0% |
| AOR | 4.5% | 4.5% | 20.8% | 20.8% | 20.8% | 0% |
| AOM | 3.6% | 3.6% | 18.7% | 18.7% | 18.7% | 0% |
| AOK | 3.1% | 3.1% | 17.6% | 17.6% | 17.6% | 0% |
| AOA | 5.2% | 5.2% | 23% | 23% | 23% | 0% |
| FV | 9% | 13.1% | 15.7% | 20.1% | 0% | 0% |
| PGX | 8.4% | 8.4% | 23.5% | 23.5% | 23.5% | 0% |
| PFF | 4.8% | 5.9% | 19.7% | 19.7% | 19.7% | 0% |
| MDIV | 4.8% | 4.8% | 11.5% | 36.4% | 0% | 0% |
| IYLD | 3% | 3.9% | 21.7% | 21.7% | 0% | 0% |
| INKM | 3.8% | 3.8% | 17.8% | 19.2% | 0% | 0% |
| CWB | 5.9% | 5.9% | 26.5% | 26.5% | 26.5% | 0% |
| CVY | 6.3% | 9.3% | 17.7% | 39.9% | 39.9% | 60.4% |
| BKLN | 2.8% | 2.8% | 6.7% | 9.3% | 9.3% | 0% |
| VYM | 4.8% | 6.6% | 14.1% | 24% | 24% | 0% |
| SDY | 5.8% | 7.7% | 10.8% | 25.1% | 25.1% | 49.3% |
| WFAIX | 3.6% | 5.5% | 20.3% | 20.3% | 20.3% | 43.4% |
| IDV | 4.8% | 8.2% | 25.7% | 30.2% | 30.2% | 0% |
| HDV | 5% | 6.5% | 14.5% | 26.1% | 26.1% | 0% |
| DWX | 5.9% | 8.3% | 23.8% | 24.1% | 33.4% | 0% |
| DVY | 5.6% | 8.9% | 16% | 29.5% | 29.5% | 57.5% |
| DLS | 8.5% | 8.5% | 28.2% | 35.4% | 35.4% | 60.8% |
| DLN | 4% | 5.7% | 14.8% | 23% | 23% | 52.9% |
| DGS | 7% | 9.3% | 22.7% | 35.8% | 35.8% | 0% |
| DEM | 3.5% | 7.5% | 23.4% | 29.5% | 39.1% | 0% |
| BTAL | 23.2% | 45.2% | 45.2% | 50.6% | 50.6% | 0% |
| MNA | 0.5% | 1.8% | 5.8% | 9.5% | 9.5% | 0% |
| RLY | 6.1% | 6.1% | 16% | 24.9% | 0% | 0% |
| CSM | 6.1% | 7% | 23.5% | 23.5% | 23.5% | 0% |
| QAI | 2.2% | 2.2% | 13.3% | 13.8% | 13.8% | 0% |
| PDP | 12% | 14.2% | 30.7% | 30.7% | 30.7% | 0% |
| HDG | 1.9% | 2.5% | 13.5% | 14.1% | 14.1% | 0% |
| PRPFX | 8.2% | 8.2% | 13.7% | 13.7% | 13.7% | 19.1% |
| RSP | 6% | 9.1% | 20.7% | 26.7% | 26.7% | 55.6% |
| Standard Deviation | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 8.9% | 10.2% | 12.1% | 11.5% | 10.4% | 10.9% |
| Global Equities (ACWI) | 14.3% | 13.7% | 16.6% | 16.4% | 15.5% | |
| U.S. Equities (SPY) | 14.6% | 14.9% | 17.8% | 17.7% | 16.2% | 17.1% |
| U.S. Bonds (BND) | 3.6% | 5.6% | 6.3% | 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 |
| VGLSX | 11.3% | 10.6% | 12% | 11.2% | 11.4% | 12.4% |
| PID | 12.3% | 13.5% | 16.1% | 17.8% | 16.9% | 19.1% |
| FPACX | 9.2% | 9.1% | 11.5% | 13.4% | 11.9% | 12% |
| VGSTX | 9.2% | 10.5% | 12.7% | 12.3% | 11.2% | 11.9% |
| VWELX | 9.6% | 9.8% | 11.9% | 11.4% | 10.4% | 11.1% |
| VASGX | 12% | 11.5% | 13.9% | 13.6% | 12.6% | 14.1% |
| VWINX | 6.2% | 7.5% | 8.7% | 7.8% | 7.1% | 7.3% |
| VLAAX | 6.5% | 10.4% | 12.7% | 12.1% | 11.2% | 12.1% |
| VBIAX | 8.9% | 10.6% | 12.3% | 11.5% | 10.4% | 10.9% |
| SWOBX | 9% | 9.8% | 11.5% | 11.2% | 10.3% | 10.7% |
| JANBX | 9.3% | 10.6% | 12% | 11.4% | 10.5% | 10.6% |
| FPURX | 11.2% | 11.8% | 13.2% | 12.5% | 11.4% | 12.1% |
| FBALX | 10.7% | 11% | 13.3% | 13.1% | 11.8% | 12.6% |
| DODBX | 8.5% | 9.6% | 11.5% | 13.1% | 12.4% | 13.8% |
| COTZX | 5.6% | 7.9% | 8.6% | 7.7% | 7.1% | 10.4% |
| BETFX | 9.5% | 9.3% | 11.3% | 10.7% | 9.9% | 0% |
| XCOR | 17.1% | 17.3% | 17% | 17.1% | 15.8% | 17.2% |
| NAVFX | 13% | 15.4% | 16.5% | 16.5% | 0% | 0% |
| SMIFX | 13.9% | 13.9% | 12.8% | 15.4% | 14.6% | 16.6% |
| VWLTX | 5.7% | 6.7% | 7.4% | 6.3% | 5.7% | 5.8% |
| PRINX | 5.5% | 6.3% | 6.8% | 6% | 5.6% | 5.7% |
| MDNLX | 4.7% | 4.7% | 6.2% | 5.4% | 5% | 5.2% |
| FLAAX | 5.9% | 6.2% | 7.5% | 6.8% | 6.2% | 6.7% |
| FHIGX | 5.4% | 6.1% | 6.8% | 6.1% | 5.5% | 5.5% |
| VWIAX | 6.2% | 7.6% | 8.8% | 7.9% | 7.1% | 7.3% |
| VTINX | 5.7% | 5.9% | 7.5% | 6.5% | 5.8% | 6.3% |
| VASIX | 5.1% | 6.2% | 7.3% | 6% | 5.3% | 5.5% |
| TRRIX | 6.3% | 6.1% | 7.7% | 7.7% | 7.2% | 7.9% |
| PRSNX | 2.7% | 4.1% | 5.2% | 5.7% | 5.3% | 0% |
| PPSIX | 4.1% | 4.7% | 6.7% | 7.3% | 6.6% | 11% |
| PONPX | 4.8% | 5.1% | 5.7% | 5.3% | 5% | 0% |
| NPSRX | 4.3% | 5.1% | 7.3% | 8.3% | 7.7% | 0% |
| KIFYX | 6.9% | 9.4% | 10.9% | 14.3% | 12.7% | 17.7% |
| GSZAX | 3.1% | 3.4% | 4% | 4.8% | 4.4% | 0% |
| FCVSX | 17.8% | 14.8% | 14.4% | 14.6% | 13.7% | 17.2% |
| CNSDX | 17.9% | 14.2% | 13.3% | 13.8% | 12.3% | 13.3% |
| CCVIX | 19.4% | 15.2% | 14.5% | 14.9% | 13.3% | 13.4% |
| BASIX | 3.2% | 3.8% | 3.8% | 4% | 3.6% | 0% |
| ARTOX | 6.5% | 7.3% | 8.9% | 8.4% | 7.7% | 8.2% |
| TIBAX | 13% | 11% | 13.1% | 14.4% | 13% | 14% |
| NBHAX | 13.6% | 12.8% | 14.7% | 14.1% | 12.8% | 0% |
| LGMAX | 10.8% | 12.2% | 15.5% | 14.2% | 13.1% | 15.1% |
| CVLOX | 17.8% | 15.5% | 16.2% | 15.7% | 13.9% | 14.4% |
| LFRAX | 2.2% | 2.1% | 3.2% | 5.8% | 5.1% | 0% |
| VEIPX | 12% | 12.5% | 15.1% | 15.5% | 14.4% | 15.3% |
| SWDSX | 10.6% | 11.6% | 14.3% | 16.3% | 15.3% | 15.6% |
| PRFDX | 13.2% | 13.6% | 16.3% | 17.7% | 16.2% | 17.4% |
| MDDVX | 14.2% | 13.1% | 15.1% | 16.3% | 14.9% | 15.5% |
| LCEIX | 10.5% | 12.4% | 14.6% | 14.6% | 13.4% | 14.9% |
| LBSAX | 9.8% | 11.2% | 14.3% | 14.8% | 13.7% | 14.5% |
| FSDIX | 11.1% | 10.9% | 12.4% | 12.4% | 11.4% | 14.5% |
| FEQTX | 13.6% | 13.3% | 15.3% | 16.7% | 15.4% | 17.2% |
| VMNFX | 7.5% | 6.8% | 7.8% | 7.2% | 6.4% | 6.2% |
| JMNAX | 4.1% | 4.3% | 4.3% | 4.5% | 4.2% | 4% |
| GABCX | 4.4% | 4% | 3.9% | 3.6% | 3.2% | 3.4% |
| CVSIX | 1.9% | 3.1% | 3.9% | 3.4% | 3.5% | 4.7% |
| MFADX | 10.5% | 9.9% | 11% | 12.1% | 10.6% | 0% |
| DHLSX | 10.2% | 9.1% | 11% | 13% | 12.1% | 12.3% |
| BPLSX | 12.5% | 11.9% | 13.9% | 14.7% | 12.8% | 15.5% |
| BLSAX | 28.1% | 18.2% | 19.3% | 18.5% | 0% | 0% |
| ARBNX | 1.3% | 2.7% | 3.2% | 3.1% | 2.8% | 3.4% |
| ADANX | 1.5% | 2.3% | 2.9% | 5.9% | 5.1% | 0% |
| PYTRX | 4% | 5.8% | 5.2% | 4.8% | 4.3% | 0% |
| PARYX | 1.5% | 1.8% | 2.2% | 2.3% | 2% | 0% |
| JHAIX | 7.7% | 7.3% | 7.4% | 6.3% | 0% | 0% |
| GARTX | 6.6% | 5.7% | 6.6% | 6.3% | 5.8% | 0% |
| GAFYX | 9.5% | 7.7% | 6.9% | 6.5% | 6.9% | 0% |
| EIGMX | 3.2% | 2.6% | 3.7% | 4% | 3.6% | 3.5% |
| DVRAX | 3.7% | 4.1% | 5% | 5.1% | 4.8% | 0% |
| MYITX | 17.3% | 14.6% | 17.5% | 16.6% | 16.2% | 0% |
| TIBIX | 13% | 11% | 13.1% | 14.5% | 13.1% | 14.1% |
| PAUIX | 10.7% | 9.2% | 11.2% | 11.1% | 10.5% | 10.7% |
| MFWIX | 9.5% | 9.8% | 11.4% | 10.6% | 9.8% | 10.6% |
| MALOX | 11.3% | 10.5% | 11.4% | 11.1% | 10.3% | 11% |
| LSWWX | 10.8% | 12.3% | 15.6% | 14.3% | 13.2% | 15.1% |
| LCORX | 8.9% | 10.2% | 10.2% | 9.6% | 9.1% | 11.3% |
| IVAEX | 11.2% | 10.6% | 12.5% | 14.9% | 14.5% | 15.1% |
| GMWAX | 11% | 10% | 11.6% | 10.9% | 9.9% | 10.2% |
| GLBIX | 10.4% | 9.4% | 10.3% | 9.9% | 9.3% | 0% |
| GBMFX | 10.3% | 8.5% | 9.4% | 9.1% | 8.3% | 8.2% |
| DSHGX | 13.9% | 13.1% | 15.5% | 16.6% | 0% | 0% |
| BPGLX | 12.2% | 10.9% | 11.6% | 11.4% | 10.7% | 13.2% |
| SFHYX | 5.4% | 5.6% | 6.1% | 6.8% | 6.1% | 6.4% |
| PMSAX | 3.8% | 4.2% | 4.8% | 5.2% | 0% | 0% |
| AOR | 9.1% | 9.4% | 11.5% | 10.8% | 9.9% | 0% |
| AOM | 6.8% | 7.6% | 9.3% | 8.2% | 7.4% | 0% |
| AOK | 5.9% | 6.9% | 8.4% | 7.2% | 6.4% | 0% |
| AOA | 11.3% | 11.4% | 13.8% | 13.5% | 12.8% | 0% |
| FV | 23% | 21.2% | 22.5% | 21.7% | 0% | 0% |
| PGX | 6.4% | 10.3% | 12.9% | 11.1% | 9.7% | 0% |
| PFF | 7.2% | 9.2% | 11.2% | 10.5% | 9.3% | 0% |
| MDIV | 9% | 9.3% | 12.6% | 15.9% | 0% | 0% |
| IYLD | 6.2% | 7% | 9.6% | 10.7% | 0% | 0% |
| INKM | 7.5% | 8.6% | 10.2% | 10.6% | 0% | 0% |
| CWB | 17.1% | 14.3% | 14.1% | 15.7% | 14% | 0% |
| CVY | 13% | 14.1% | 17.7% | 20.5% | 18.1% | 19.7% |
| BKLN | 3.5% | 2.8% | 4.7% | 4.9% | 4.6% | 0% |
| VYM | 12.1% | 12.9% | 15.5% | 15.9% | 14.6% | 0% |
| SDY | 13.7% | 13.6% | 15.6% | 16% | 14.9% | 16.3% |
| WFAIX | 8.8% | 10.3% | 12% | 11% | 10.3% | 11.8% |
| IDV | 17.7% | 16.1% | 19.1% | 18.7% | 18% | 0% |
| HDV | 15.9% | 13.5% | 15.8% | 16% | 14.5% | 0% |
| DWX | 13% | 13.3% | 14.9% | 14.3% | 15.5% | 0% |
| DVY | 12.2% | 14.7% | 16.7% | 17.5% | 15.7% | 16.9% |
| DLS | 16% | 15.4% | 17% | 17.5% | 16.7% | 19.4% |
| DLN | 10.1% | 11.7% | 14.7% | 15.7% | 14.4% | 15.6% |
| DGS | 17.5% | 14.6% | 16% | 18% | 17.7% | 0% |
| DEM | 12.4% | 11.2% | 15.8% | 17.2% | 17.6% | 0% |
| BTAL | 14.1% | 15.8% | 16.7% | 15.2% | 14.5% | 0% |
| MNA | 1.4% | 2.9% | 3.4% | 4.8% | 4.8% | 0% |
| RLY | 15.2% | 11.5% | 14.6% | 14.4% | 0% | 0% |
| CSM | 14.7% | 15.3% | 18.2% | 18.3% | 16.9% | 0% |
| QAI | 6.7% | 5.6% | 6.3% | 5.6% | 5.3% | 0% |
| PDP | 25.9% | 23.7% | 23.6% | 21.4% | 19% | 0% |
| HDG | 5.4% | 4.8% | 6% | 6.1% | 5.8% | 0% |
| PRPFX | 13.5% | 10.9% | 11.4% | 11.1% | 10.4% | 10.9% |
| RSP | 12.7% | 14.6% | 17.4% | 18.7% | 17.3% | 19.2% |
| Downside Deviation | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 4.4% | 4.9% | 7.8% | 7.2% | 6.3% | 7.1% |
| Global Equities (ACWI) | 7.2% | 6.3% | 10.2% | 10.5% | 9.6% | |
| U.S. Equities (SPY) | 5.9% | 6.6% | 10.6% | 10.9% | 9.6% | 11.1% |
| U.S. Bonds (BND) | 3.1% | 3.2% | 4.5% | 3.6% | 3.1% | 2.9% |
| 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 |
| VGLSX | 6.2% | 5% | 7.6% | 7.4% | 7.3% | 8.2% |
| PID | 8.7% | 7.7% | 10.6% | 12.7% | 11.7% | 13.7% |
| FPACX | 6% | 4.8% | 7.1% | 8.8% | 7.6% | 8% |
| VGSTX | 5.9% | 5.5% | 8.4% | 7.8% | 6.9% | 7.8% |
| VWELX | 4.6% | 4.4% | 7.4% | 7.2% | 6.3% | 7.2% |
| VASGX | 6.6% | 5.6% | 8.8% | 8.8% | 7.8% | 9.6% |
| VWINX | 4.7% | 4.1% | 5.8% | 5.1% | 4.4% | 4.7% |
| VLAAX | 7% | 6.6% | 8.9% | 8.1% | 7.1% | 8.3% |
| VBIAX | 4.4% | 5.5% | 8% | 7.3% | 6.3% | 7.1% |
| SWOBX | 4.8% | 4.8% | 7.6% | 7.3% | 6.4% | 7.2% |
| JANBX | 5.7% | 5.5% | 7.9% | 7.3% | 6.4% | 6.8% |
| FPURX | 6% | 5.9% | 8.4% | 7.9% | 6.9% | 7.9% |
| FBALX | 4.6% | 5.1% | 8.4% | 8.2% | 7.2% | 8.3% |
| DODBX | 6.4% | 5.6% | 7.5% | 8.6% | 7.7% | 9.4% |
| COTZX | 3.6% | 3.7% | 5.4% | 4.1% | 3.6% | 6.9% |
| BETFX | 5.2% | 4.6% | 7.3% | 7% | 6.2% | 0% |
| XCOR | 8.4% | 8.7% | 10.9% | 10.9% | 9.8% | 11.7% |
| NAVFX | 7.5% | 8% | 10.1% | 10.9% | 0% | 0% |
| SMIFX | 7.3% | 7.8% | 8.3% | 10.2% | 9.4% | 11.4% |
| VWLTX | 5.3% | 4.1% | 5.3% | 4.4% | 3.9% | 3.9% |
| PRINX | 5.3% | 4.1% | 5% | 4.4% | 3.9% | 3.9% |
| MDNLX | 4.4% | 3.3% | 4.7% | 4.1% | 3.6% | 3.6% |
| FLAAX | 5.4% | 4.1% | 5.9% | 5.2% | 4.6% | 4.8% |
| FHIGX | 5.2% | 4% | 5% | 4.4% | 3.8% | 3.8% |
| VWIAX | 4.7% | 4.2% | 5.9% | 5.1% | 4.4% | 4.7% |
| VTINX | 3.8% | 3.2% | 5.1% | 4.3% | 3.7% | 4.1% |
| VASIX | 3.8% | 3.4% | 5% | 4% | 3.4% | 3.7% |
| TRRIX | 4.3% | 3.5% | 5.5% | 5.3% | 4.7% | 5.4% |
| PRSNX | 2.6% | 2.3% | 4.1% | 4.3% | 3.8% | 0% |
| PPSIX | 3.4% | 2.5% | 4.7% | 5.4% | 4.6% | 7.7% |
| PONPX | 4.4% | 3.5% | 4.4% | 4.1% | 3.6% | 0% |
| NPSRX | 3.2% | 2.6% | 5.5% | 6.4% | 5.5% | 0% |
| KIFYX | 4.8% | 5.1% | 7.3% | 11.1% | 9.5% | 13% |
| GSZAX | 1.9% | 1.8% | 2.5% | 3.3% | 3% | 0% |
| FCVSX | 8.2% | 7.3% | 8.9% | 8.1% | 7.7% | 11.7% |
| CNSDX | 8.6% | 7.1% | 8.3% | 8% | 7.1% | 8.6% |
| CCVIX | 8.6% | 7.6% | 9.2% | 8.6% | 7.8% | 8.5% |
| BASIX | 2.9% | 2.4% | 2.8% | 3% | 2.5% | 0% |
| ARTOX | 4.5% | 4% | 6% | 5.6% | 4.9% | 5.5% |
| TIBAX | 5.1% | 3.7% | 7.1% | 9.5% | 8.4% | 9.5% |
| NBHAX | 9.4% | 7.5% | 9.4% | 9.7% | 8.6% | 0% |
| LGMAX | 6.7% | 6.4% | 10.3% | 9.2% | 8.2% | 10.1% |
| CVLOX | 9.1% | 7.3% | 10.1% | 9.6% | 8.4% | 9.4% |
| LFRAX | 1.5% | 1.2% | 2.4% | 5.1% | 4.2% | 0% |
| VEIPX | 7.2% | 6.6% | 8.9% | 9.8% | 8.8% | 10.2% |
| SWDSX | 6.5% | 6.4% | 8.8% | 11% | 10% | 10.8% |
| PRFDX | 7.2% | 7.4% | 10.1% | 11.6% | 10.3% | 11.8% |
| MDDVX | 8.3% | 7.1% | 9.6% | 10.4% | 9.3% | 10.2% |
| LCEIX | 6.9% | 7% | 9% | 9.6% | 8.4% | 10.1% |
| LBSAX | 5.8% | 6.2% | 8.5% | 9.2% | 8.2% | 9.5% |
| FSDIX | 5.9% | 6.1% | 7.7% | 7.9% | 7% | 10% |
| FEQTX | 9% | 7.9% | 9.4% | 10.8% | 9.6% | 11.8% |
| VMNFX | 2.2% | 2.5% | 2.8% | 3.7% | 3.3% | 3.5% |
| JMNAX | 3.1% | 2.5% | 2.6% | 2.8% | 2.8% | 2.6% |
| GABCX | 2.2% | 1.7% | 1.8% | 2.1% | 1.8% | 2.1% |
| CVSIX | 0.6% | 2.3% | 2.8% | 2.3% | 2.2% | 3.3% |
| MFADX | 4.5% | 4.7% | 6.3% | 7.4% | 6.5% | 0% |
| DHLSX | 6.8% | 4.7% | 7.1% | 8.7% | 7.8% | 8.3% |
| BPLSX | 4% | 4.9% | 6.6% | 8.5% | 7.3% | 8.9% |
| BLSAX | 15.4% | 9.2% | 11.4% | 11.8% | 0% | 0% |
| ARBNX | 0.1% | 1.2% | 1.8% | 1.9% | 1.8% | 2.3% |
| ADANX | 0.1% | 1.1% | 1.9% | 3.3% | 3% | 0% |
| PYTRX | 3.5% | 3.4% | 3.3% | 3.5% | 3% | 0% |
| PARYX | 1.1% | 0.9% | 1.6% | 1.7% | 1.4% | 0% |
| JHAIX | 6.2% | 5.1% | 5% | 4% | 0% | 0% |
| GARTX | 3.4% | 2.8% | 3.9% | 4.1% | 3.7% | 0% |
| GAFYX | 4.5% | 4.2% | 3.9% | 4.2% | 4.7% | 0% |
| EIGMX | 1.5% | 1% | 2.1% | 2.7% | 2.4% | 2.2% |
| DVRAX | 2.5% | 1.6% | 2.9% | 3.2% | 3.1% | 0% |
| MYITX | 11.1% | 7.8% | 11% | 11.3% | 10.8% | 0% |
| TIBIX | 5.1% | 3.7% | 7% | 9.5% | 8.4% | 9.5% |
| PAUIX | 7.4% | 5.7% | 8.1% | 8% | 7.4% | 7.4% |
| MFWIX | 6.6% | 5.6% | 7.5% | 7% | 6.2% | 7% |
| MALOX | 7.2% | 5.7% | 7.6% | 7% | 6.3% | 7.1% |
| LSWWX | 6.6% | 6.4% | 10.3% | 9.2% | 8.2% | 10.1% |
| LCORX | 5.6% | 5.9% | 6.3% | 6% | 5.5% | 7.8% |
| IVAEX | 7.4% | 5.6% | 7.8% | 10.9% | 10% | 10.6% |
| GMWAX | 6.2% | 5% | 7.1% | 7.1% | 6.3% | 6.6% |
| GLBIX | 5.3% | 5.1% | 6.6% | 6.4% | 5.9% | 0% |
| GBMFX | 5.1% | 4.1% | 5.2% | 5.8% | 5.3% | 5.2% |
| DSHGX | 7.5% | 6.2% | 9.2% | 10.8% | 0% | 0% |
| BPGLX | 7.8% | 6% | 7.7% | 7.4% | 6.9% | 9.1% |
| SFHYX | 3.9% | 3.1% | 4% | 3.6% | 3.1% | 3.3% |
| PMSAX | 1.7% | 2.1% | 2.8% | 3.6% | 0% | 0% |
| AOR | 5.3% | 4.7% | 7.4% | 7% | 6.2% | 0% |
| AOM | 4.4% | 3.9% | 6.2% | 5.4% | 4.7% | 0% |
| AOK | 4% | 3.7% | 5.6% | 4.8% | 4.1% | 0% |
| AOA | 6.2% | 5.5% | 8.7% | 8.7% | 7.9% | 0% |
| FV | 13.6% | 11.8% | 13.7% | 13.3% | 0% | 0% |
| PGX | 5.8% | 6.4% | 8.5% | 7.2% | 6.1% | 0% |
| PFF | 5.2% | 5.6% | 7.4% | 7% | 6% | 0% |
| MDIV | 5.8% | 5.1% | 8.1% | 12% | 0% | 0% |
| IYLD | 3.9% | 3.4% | 6.5% | 8% | 0% | 0% |
| INKM | 5.3% | 4.7% | 6.9% | 7.6% | 0% | 0% |
| CWB | 7.8% | 7% | 9% | 9.3% | 8.2% | 0% |
| CVY | 8.3% | 8% | 11.4% | 14.6% | 12.5% | 13.9% |
| BKLN | 2.3% | 1.4% | 2.8% | 3.3% | 2.8% | 0% |
| VYM | 7% | 6.9% | 9% | 10% | 8.8% | 0% |
| SDY | 9.1% | 8.3% | 9.6% | 10.5% | 9.2% | 10.8% |
| WFAIX | 4.1% | 4.9% | 7.7% | 6.8% | 6% | 7.9% |
| IDV | 9.7% | 8.1% | 12.1% | 12.8% | 12% | 0% |
| HDV | 7.5% | 7.4% | 9.2% | 10.2% | 8.9% | 0% |
| DWX | 7.8% | 7% | 9.5% | 9.9% | 10.4% | 0% |
| DVY | 7.2% | 8.1% | 10.6% | 11.8% | 10.2% | 11.9% |
| DLS | 10.8% | 8.8% | 11% | 12.3% | 11.3% | 13.7% |
| DLN | 5.6% | 6.4% | 8.7% | 10% | 8.8% | 10.6% |
| DGS | 10.6% | 8.1% | 9.6% | 11.9% | 11.6% | 0% |
| DEM | 4.6% | 4.6% | 8.7% | 10.8% | 11.3% | 0% |
| BTAL | 12.8% | 12.5% | 12.3% | 11.5% | 10.9% | 0% |
| MNA | 0.6% | 1.4% | 2.2% | 3.5% | 3.3% | 0% |
| RLY | 7.3% | 6% | 9.4% | 9.7% | 0% | 0% |
| CSM | 6.4% | 7% | 11.1% | 11.6% | 10.3% | 0% |
| QAI | 3.2% | 2.6% | 3.8% | 3.6% | 3.3% | 0% |
| PDP | 16.6% | 13.8% | 15.3% | 13.6% | 11.7% | 0% |
| HDG | 2.5% | 2.2% | 3.9% | 4% | 3.7% | 0% |
| PRPFX | 9% | 6.4% | 7.2% | 6.8% | 6.3% | 7% |
| RSP | 8.6% | 8.4% | 10.9% | 12% | 10.7% | 12.7% |
| Beta | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| BRK.A | ||||||
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 0.63 | 0.70 | 0.71 | 0.67 | 0.66 | 0.65 |
| Global Equities (ACWI) | 0.94 | 0.90 | 0.93 | 0.93 | 0.95 | |
| U.S. Equities (SPY) | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
| U.S. Bonds (BND) | 0.63 | 0.70 | 0.71 | 0.67 | 0.66 | 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 |
| VGLSX | 0.7201626766091173 | 0.6850825622116323 | 0.6646646554832029 | 0.6217099639923315 | 0.6768259188997504 | 0.6904435574381392 |
| PID | 0.3570394038081917 | 0.5177154981422076 | 0.7094481204263422 | 0.846531943853271 | 0.8889279473803245 | 0.9925744796682728 |
| FPACX | 0.5308464544972977 | 0.5518658694297549 | 0.606506394619774 | 0.7105912255869354 | 0.6560057033322879 | 0.6238566665941487 |
| VGSTX | 0.600950441809968 | 0.6874994982974899 | 0.721851479553121 | 0.6980444774996408 | 0.6508987230859862 | 0.6639821630100563 |
| VWELX | 0.6828828639769934 | 0.67638897915068 | 0.6842743164149696 | 0.660359242173115 | 0.6066027758143685 | 0.621059295081743 |
| VASGX | 0.7798763316889785 | 0.7472894923914141 | 0.7814880470165965 | 0.7801496089378877 | 0.7870597022701069 | 0.8317867237838418 |
| VWINX | 0.28509078324816955 | 0.3885933243799858 | 0.44328241898801246 | 0.4085072358518858 | 0.39297558886185535 | 0.3797209852507624 |
| VLAAX | 0.255931491783994 | 0.536743016992365 | 0.6698784845819805 | 0.6377443686088093 | 0.6421970385187571 | 0.669433116211622 |
| VBIAX | 0.6308889852462766 | 0.7302847600669141 | 0.7197279702915365 | 0.6758749810977132 | 0.6610056495714363 | 0.6463831660982283 |
| SWOBX | 0.6450057417312643 | 0.6834515138062534 | 0.6683657272357801 | 0.6547152453132351 | 0.6533162526722245 | 0.637272612862378 |
| JANBX | 0.6770955392237225 | 0.7269104050976621 | 0.6976187494865592 | 0.6569754040090839 | 0.6568458917798343 | 0.6103304590709777 |
| FPURX | 0.6971146527392222 | 0.7780723893317008 | 0.7479797382358107 | 0.7148650155903332 | 0.7107961194159916 | 0.7086787638653412 |
| FBALX | 0.7268544665953188 | 0.750614445916798 | 0.7690207213074814 | 0.7594090431917292 | 0.7453939696604448 | 0.741644831702605 |
| DODBX | 0.2929403594904292 | 0.47487124595071467 | 0.5596872407229099 | 0.6818402271837928 | 0.7062213211503444 | 0.7706235590558278 |
| COTZX | 0.38103736028889734 | 0.48092820013167936 | 0.4476533559189051 | 0.36922629888350805 | 0.37768932205573646 | 0.5374674894859496 |
| BETFX | 0.6353883065675728 | 0.6243329524237485 | 0.6455255790979304 | 0.6212925726391816 | 0.6197844603068637 | 0 |
| XCOR | 1.0852036289805436 | 1.0826782315452115 | 0.9149392456603755 | 0.937055172974538 | 0.9485607766804561 | 0.9753359148030681 |
| NAVFX | 0.8914862950440109 | 1.0056764471630641 | 0.9232436553167153 | 0.9392991508573321 | 0 | 0 |
| SMIFX | 0.6761790793784693 | 0.8088633137148388 | 0.5863607870305628 | 0.7720409925796727 | 0.8131120010456186 | 0.8938888534369034 |
| VWLTX | 0.20427124034008526 | 0.3364954133814827 | 0.32337124735846234 | 0.185511881629575 | 0.14018824794826132 | 0.10848173918759471 |
| PRINX | 0.19518299685686116 | 0.3184373148545143 | 0.2942386468884276 | 0.18016221952532452 | 0.1384303462042438 | 0.11076041784572498 |
| MDNLX | 0.16794304190686996 | 0.2426216871406428 | 0.27371948290427445 | 0.1780073155284014 | 0.1384271240998871 | 0.10695710190330546 |
| FLAAX | 0.20687445047022315 | 0.31506498847369113 | 0.3411674020298376 | 0.2125267297931921 | 0.16459407893901246 | 0.14190187616836508 |
| FHIGX | 0.20321669151443172 | 0.31234949573949955 | 0.2928186639631123 | 0.17252543061676892 | 0.13112634595986764 | 0.10048342171997515 |
| VWIAX | 0.2828645981160973 | 0.4039561696836654 | 0.44853326074713723 | 0.4113460179494934 | 0.39471370336979816 | 0.3807553164817645 |
| VTINX | 0.3639611803537972 | 0.3776020965195694 | 0.4146686256406423 | 0.36177894226551166 | 0.34866234878977753 | 0.34360557991669666 |
| VASIX | 0.28281496906047787 | 0.35436974243443126 | 0.3765476552489827 | 0.29367017972070303 | 0.2718436591776755 | 0.2749042040760502 |
| TRRIX | 0.4193442656932945 | 0.4049044934148967 | 0.44931927684932454 | 0.45079308228563103 | 0.4536037431285651 | 0.46653569076866946 |
| PRSNX | 0.1607815488836797 | 0.2107678000640055 | 0.2527575783224203 | 0.23685233753315146 | 0.2344530214449607 | 0 |
| PPSIX | 0.21933976877928776 | 0.2679863259935476 | 0.28746340825414446 | 0.3192780211140761 | 0.29595027701703497 | 0.41021642521095886 |
| PONPX | 0.18025541251958316 | 0.22190438482650637 | 0.26262077897751646 | 0.2281301670666398 | 0.2127974813159599 | 0 |
| NPSRX | 0.2399963766260552 | 0.2929867486827452 | 0.29270241494880145 | 0.35883689787651163 | 0.3429288773431278 | 0 |
| KIFYX | 0.355773960128134 | 0.4725292790210253 | 0.4980778191885589 | 0.6495095311343385 | 0.5888707246868136 | 0.7327766009194244 |
| GSZAX | 0.160424979234859 | 0.12260765725708937 | 0.14219959920227318 | 0.19036575641228165 | 0.1894096468357696 | 0 |
| FCVSX | 1.015984855995123 | 0.8344014373360455 | 0.7084737972618094 | 0.7273064195000641 | 0.7506938220337638 | 0.8667600822720922 |
| CNSDX | 1.0225106495612502 | 0.8388364684960075 | 0.700566127682231 | 0.7027367522728039 | 0.6854671793981274 | 0.6841816360186881 |
| CCVIX | 1.0692046525647345 | 0.8730085902528801 | 0.7451080745923094 | 0.7455042677970003 | 0.7418321398842985 | 0.7024176843599851 |
| BASIX | 0.170724367483327 | 0.19701105939676464 | 0.1723541199696748 | 0.18047050203700138 | 0.16609754274768707 | 0 |
| ARTOX | 0.40218480114055694 | 0.4681778263631232 | 0.5073967926852696 | 0.4909354511609003 | 0.4908747738064835 | 0.48824850477855986 |
| TIBAX | 0.3290446332002264 | 0.35582863413535254 | 0.519005212233199 | 0.663457156023229 | 0.6718841240253954 | 0.708211780023946 |
| NBHAX | 0.3536803375495151 | 0.5356529141530393 | 0.6697567968831022 | 0.7190630232711825 | 0.715382287456713 | 0 |
| LGMAX | 0.643487782749362 | 0.781515521105798 | 0.8798454497602165 | 0.800095465711164 | 0.802369405321684 | 0.8316747710286294 |
| CVLOX | 1.1004700171199555 | 0.9314871860826619 | 0.8843693272625842 | 0.8559348491723531 | 0.8350354892435513 | 0.8007325681340566 |
| LFRAX | 0.04577432618741415 | 0.07634557577618283 | 0.11722024921017062 | 0.21906344290896768 | 0.2107761188053685 | 0 |
| VEIPX | 0.542080542060821 | 0.6586179024556443 | 0.7178124624886731 | 0.8060330897879571 | 0.8199842040543825 | 0.8461830158639022 |
| SWDSX | 0.3596513320645692 | 0.5772824134214712 | 0.6933365857888274 | 0.8597504363746845 | 0.8915923236531488 | 0.8778073887512021 |
| PRFDX | 0.6427720256237295 | 0.7178844183715721 | 0.7704808430701091 | 0.9010904570203615 | 0.9163729584387817 | 0.964683572855492 |
| MDDVX | 0.6918990244838326 | 0.6772575388467013 | 0.6696193538862263 | 0.8109431374727947 | 0.8257091950317574 | 0.8428030065574567 |
| LCEIX | 0.41788260569640084 | 0.6642809786487806 | 0.7027279170984324 | 0.7598590106414819 | 0.7588487112827231 | 0.8198774950084612 |
| LBSAX | 0.3360014157971913 | 0.590554129294032 | 0.7176127449103471 | 0.7889816539102106 | 0.8042704564017659 | 0.8142710680652333 |
| FSDIX | 0.45764865051870635 | 0.5933308973238994 | 0.6396871308023103 | 0.6843472030624325 | 0.6807345759910463 | 0.8060285604695382 |
| FEQTX | 0.47766296380206613 | 0.5896689118640387 | 0.6735624017408225 | 0.840136954536222 | 0.8595876342254803 | 0.9523241227402658 |
| VMNFX | -0.037233375763591633 | -0.0021996844982515216 | -0.0789210012322409 | -0.02292784171051061 | -0.014667061901938803 | 0.002684385486357137 |
| JMNAX | -0.019151870723279663 | 0.057725200810221575 | 0.038323858119124816 | 0.0019132667548937884 | 0.024913388692631218 | 0.030688696353914365 |
| GABCX | 0.19887645365516377 | 0.18298111013382867 | 0.16948694869466965 | 0.16971254807720337 | 0.1672346317505771 | 0.1706960316085116 |
| CVSIX | 0.12954354921666988 | 0.08261232713112918 | 0.17075993341093595 | 0.1693457175160349 | 0.19966888264337376 | 0.2547061804789891 |
| MFADX | 0.6932805013989011 | 0.5616760556832638 | 0.48200437301312954 | 0.5782608781840616 | 0.5340349530116846 | 0 |
| DHLSX | 0.3340698901612987 | 0.41234717617121935 | 0.48920497391463996 | 0.6465912405289213 | 0.6657383397915809 | 0.6490235393471341 |
| BPLSX | 0.3774013557731631 | 0.500055301472189 | 0.5080534935366023 | 0.5832131269044758 | 0.5175119560238202 | 0.6415102713871829 |
| BLSAX | 1.3842441547030535 | 0.7897852636209165 | 0.7431783637932894 | 0.7787966986544439 | 0 | 0 |
| ARBNX | -0.014726021484513565 | 0.08315909738445855 | 0.0947292383374664 | 0.09454690885009157 | 0.08905837857360335 | 0.09165226355784747 |
| ADANX | 0.0864903595240066 | 0.07180698413387837 | 0.09540496163236119 | 0.15637254385884894 | 0.13573916572312336 | 0 |
| PYTRX | 0.09765272678567434 | 0.22808908581660825 | 0.16297663701108014 | 0.16548505090020263 | 0.15666708899538317 | 0 |
| PARYX | 0.05785190342825056 | 0.059645891656391635 | 0.07423095001550818 | 0.07777647161206058 | 0.07227954496858069 | 0 |
| JHAIX | 0.4080129130213806 | 0.3580446773036131 | 0.3142855314997973 | 0.27325362944455384 | 0 | 0 |
| GARTX | 0.4526010845334853 | 0.3834672122261594 | 0.3718038736862024 | 0.3660042201646308 | 0.36680581370125526 | 0 |
| GAFYX | 0.540981981276185 | 0.35796233700523244 | 0.27750940977134825 | 0.29666666540280623 | 0.3254150571711447 | 0 |
| EIGMX | 0.0988558221893252 | 0.08356086131335784 | 0.06406424097487576 | 0.11188023285631989 | 0.1167594624388289 | 0.09204203256278327 |
| DVRAX | 0.0910319183334512 | 0.15154364723373115 | 0.21954500436542837 | 0.2435459731950991 | 0.23799395441159443 | 0 |
| MYITX | 0.8434494221420127 | 0.6489207174129533 | 0.8035869799887635 | 0.8133082138179171 | 0.8514382493945201 | 0 |
| TIBIX | 0.3266826051853066 | 0.34345772207185704 | 0.5141697998166388 | 0.6602072593767122 | 0.6712161976116954 | 0.7080489391725632 |
| PAUIX | 0.44375319178246747 | 0.4108864710982669 | 0.5487071247866 | 0.5142792374823612 | 0.5138407436421665 | 0.4422235606233889 |
| MFWIX | 0.36234834588555714 | 0.4595134595720569 | 0.5588112377562324 | 0.5587906211792685 | 0.5655052142803056 | 0.5736193312194061 |
| MALOX | 0.713876150528905 | 0.6735826193938894 | 0.5998333049725657 | 0.6083581928748004 | 0.6157000609152914 | 0.6084874608566242 |
| LSWWX | 0.642958854035581 | 0.7832275184585212 | 0.8800252815062819 | 0.8005860591160247 | 0.8042122694796996 | 0.8327107107289236 |
| LCORX | 0.4742508343739912 | 0.5902005562231288 | 0.5240128938588215 | 0.515259948472082 | 0.5227224110689546 | 0.6062583360815634 |
| IVAEX | 0.7227917922570907 | 0.6773000922664525 | 0.6826919348815353 | 0.7939108944474572 | 0.8298243165928204 | 0.7301811797986735 |
| GMWAX | 0.496845748365477 | 0.4972140584891029 | 0.543693005647256 | 0.5523915660292543 | 0.5571479258423956 | 0.5452885692044069 |
| GLBIX | 0.35326469883081607 | 0.4155088614874874 | 0.47221084221790743 | 0.505548762380605 | 0.5139933717963282 | 0 |
| GBMFX | 0.2823141762377058 | 0.25707631106282525 | 0.28783639323066085 | 0.3585806195015613 | 0.38378549619724456 | 0.3696278427207454 |
| DSHGX | 0.8213198370537597 | 0.8172778551972055 | 0.8356778244676007 | 0.9106741858985994 | 0 | 0 |
| BPGLX | 0.7727298376804276 | 0.6930001773574138 | 0.6421076048004968 | 0.6381648153758435 | 0.6540015766678677 | 0.7538210182073897 |
| SFHYX | 0.26222858545785127 | 0.30383571564442985 | 0.26638664556436786 | 0.271899072602475 | 0.274837737862604 | 0.27124033015943705 |
| PMSAX | 0.22746388487743083 | 0.2227162704666907 | 0.2304126385501423 | 0.26689888550255536 | 0 | 0 |
| AOR | 0.6007238099155405 | 0.6166395233126853 | 0.6479259857809543 | 0.6160044855916417 | 0.6199176968386437 | 0 |
| AOM | 0.43914313735900323 | 0.478579969923857 | 0.5173247903245025 | 0.4598878893667541 | 0.4535377619907532 | 0 |
| AOK | 0.3590231206953818 | 0.41732069947546213 | 0.45199415432015116 | 0.388604577106393 | 0.3724876170529048 | 0 |
| AOA | 0.7464786190501134 | 0.7442618623114368 | 0.779032546486285 | 0.7741464210912236 | 0.7925147591547957 | 0 |
| FV | 1.1529099164387708 | 1.2588482757318493 | 1.090224684837693 | 1.1056111053266249 | 0 | 0 |
| PGX | 0.3617852214274219 | 0.5656251855710966 | 0.551991043862277 | 0.45054882201809426 | 0.39457793988905326 | 0 |
| PFF | 0.46250863977330725 | 0.5619279618455325 | 0.5419150980204516 | 0.4988300706842323 | 0.4564425539864025 | 0 |
| MDIV | 0.22204531332298116 | 0.3844279056075161 | 0.5547022365063015 | 0.7539552608264353 | 0 | 0 |
| IYLD | 0.2742606673297246 | 0.3037482167482776 | 0.460090346509495 | 0.5203490113010059 | 0 | 0 |
| INKM | 0.2980433858678022 | 0.42127806785400734 | 0.5080788889376496 | 0.5430522366408295 | 0 | 0 |
| CWB | 0.993637202849523 | 0.8245289637307573 | 0.7246243577449668 | 0.7831274995272489 | 0.7646648859672834 | 0 |
| CVY | 0.4652680460441084 | 0.6968142283021336 | 0.8047593237768138 | 0.9997021599263272 | 0.9818503482919411 | 1.0244674290852716 |
| BKLN | 0.043502231459130604 | 0.10092847313153004 | 0.1949479898410638 | 0.2258913192049376 | 0.2306601681553943 | 0 |
| VYM | 0.5190451986528466 | 0.6788397269336882 | 0.7321785623821678 | 0.8198772775433826 | 0.8255122496040652 | 0 |
| SDY | 0.3039289283420223 | 0.5372421655189643 | 0.6761514282893563 | 0.7926510099320728 | 0.8023650014699624 | 0.8256584702926545 |
| WFAIX | 0.640708299750873 | 0.7121759198952823 | 0.7014507192325814 | 0.6445108443001786 | 0.6427446684141319 | 0.689012405274863 |
| IDV | 0.37414714111123215 | 0.36501143308850953 | 0.6287680845885039 | 0.7760905998802239 | 0.8425404220218169 | 0 |
| HDV | 0.05131869728631268 | 0.2837865850770901 | 0.5353199185223815 | 0.710889815629897 | 0.693884096580483 | 0 |
| DWX | 0.26637814856401076 | 0.2501876959716284 | 0.5098879959446848 | 0.6041360941333647 | 0.7016167794453998 | 0 |
| DVY | 0.17865983788394801 | 0.5404229833211791 | 0.6666274248263685 | 0.8104488368728668 | 0.7825054193293772 | 0.8223175621816743 |
| DLS | 0.6973401271518722 | 0.6060348679059323 | 0.7201928961861135 | 0.8332947491445754 | 0.8449514815054253 | 0.9693423608535752 |
| DLN | 0.5170371978773034 | 0.676897387819718 | 0.7489524611544182 | 0.8498586255033417 | 0.8507339373780705 | 0.8825492942253506 |
| DGS | 0.7319216147839304 | 0.6456711343939342 | 0.625814889673005 | 0.7769003727912369 | 0.8233214308024887 | 0 |
| DEM | 0.5562791439537887 | 0.469809412590037 | 0.5570579602550247 | 0.6963220535318184 | 0.7674535133939062 | 0 |
| BTAL | -0.820737990267265 | -0.8703111804931586 | -0.6518949370083154 | -0.6134515925038214 | -0.6509564245831635 | 0 |
| MNA | -0.02387625308661825 | 0.009282331914220896 | 0.06551373887509862 | 0.11583686159206452 | 0.12900416012169813 | 0 |
| RLY | 0.10669191649972389 | 0.2494241016663324 | 0.48542122799574555 | 0.6071816904358457 | 0 | 0 |
| CSM | 0.9934381842670772 | 1.0066684705881341 | 1.0108846743755677 | 1.0284534213242829 | 1.0327066124133513 | 0 |
| QAI | 0.41483220488201733 | 0.3700441773867747 | 0.34213697511271124 | 0.31266533262454527 | 0.31134078290850686 | 0 |
| PDP | 1.0760633532396786 | 1.2453054532756735 | 1.1595980042887806 | 1.067752214250512 | 1.0350104879294184 | 0 |
| HDG | 0.3484992806703671 | 0.3076058117619551 | 0.32235303776956986 | 0.3389173646785938 | 0.34745210893752093 | 0 |
| PRPFX | 0.3757949463943821 | 0.3593263257734628 | 0.47360719718858685 | 0.5195939156987683 | 0.5025549844379009 | 0.4809075033220939 |
| RSP | 0.6053071791359241 | 0.8383646903135747 | 0.9155395372965757 | 1.0120348607110001 | 1.0221420977900493 | 1.0782803562921923 |
Compare: Correlation
for period ending September 30, 2026
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| to Global Stocks (ACWI) | ||||||
| to S&P500 (SPY) | ||||||
| to U.S. Bonds (BND) | ||||||
| to Commodities (DBC) | ||||||
| to Gold (GLD) | ||||||
Disclaimer: This report is provided "as is" for informational purposes only. VizMetrics Inc. is a publisher and none of our content constitutes a recommendation that any particular investment is suitable for any specific person. Neither VizMetrics nor any of its information providers is liable for errors, omissions, or for any actions taken based on this information. This report is subject to the VizMetrics Terms of Service. Contact us if you wish to learn more about this or other VizMetrics reports, please visit www.vizmetrics.com Copyright © , VizMetrics Inc. All rights reserved. Unauthorized reproduction or distribution prohibited.