SPDR Bloomberg Convertible Securities ETF
for period ending September 30, 2026
Quick Links
Overview
CWB is the Recipe ID for this portfolio recipe
This Recipe ID appears in the scatterplots and comparisons below.
Portfolio Recipe Provider SPDR State Street Global Advisors (www.spdrs.com)
Description SPDR Bloomberg Convertible Securities ETF gives investors access to a multi-strategy, income portfolio that uses convertible securities. This portfolio is an exchange-traded fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients Used This portfolio invests in convertible securities.
Peer Group Tactical: Managed. See How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, SPDR State Street Global Advisors. The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of an index that tracks United States convertible securities markets with outstanding issue sizes greater than $500 million. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The fund is non-diversified. You may consult www.spdrs.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost
- Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker CWB. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
How to Invest
For how to invest by buying the underlying portfolio ingredient, see "How to Choose and Invest".
Since this Portfolio Recipe is "Tactical: Managed," this portfolio stays fully allocated to a single fund and does not require monthly rebalancing.
How to Rebalance
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
Compare: Total Return
for period ending September 30, 2026
5-year graph
●
CWB
●
Global equities (ACWI)
●
U.S. equities (SPY)
●
U.S. bonds (BND)
●
60% Equity / 40% Bonds (s.6040)
| |
YTD |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
14.6% |
-0.8% |
13.6% |
16.4% |
5.5% |
11.1% |
11.2% |
|
| 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 |
14.623016180853622% |
-1.025% |
15.973890219460385% |
18.308204861265676% |
8.58579082246056% |
12.43590000463779% |
11.57159349914254% |
9.274493644608107% |
| 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 |
0.7806478880653112% |
-0.498% |
1.3146295402581387% |
2.519124308320042% |
1.1365510108037435% |
2.13411914167827% |
3.279713555448205% |
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 |
10.237536365639688% |
-5.285% |
15.841496255127119% |
16.053333820006067% |
11.01886108328085% |
10.569770445792614% |
12.049012583274665% |
7.680175543240186% |
| 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% |
| |
|
|
|
|
|
| CWB |
2.2% |
-20.8% |
14.2% |
10.1% |
16.6% |
| 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
●
CWB
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
CWB
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
CWB
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Beta vs. Annual Return
●
CWB
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
-3.7% |
-6.3% |
-8.0% |
-3.4% |
-3.3% |
|
| 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 |
-1.8969800801654326% |
-4.767705595551639% |
-4.389437958394964% |
-1.1043206324707704% |
-2.6422843704792705% |
-1.9963104032538492% |
| 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 |
-25.374522353044085% |
-29.144924572363056% |
-26.143326791994888% |
-14.24177896817804% |
-9.757578002244047% |
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 |
1.0501773847987703% |
-5.890856033074298% |
-1.8350449432861629% |
-4.538119080332076% |
-3.2976567045492597% |
-3.6405759558214204% |
| 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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
-2.0% |
-3.1% |
-5.7% |
-1.4% |
-1.2% |
|
| 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 |
0.0687293095677024% |
-1.403867625130438% |
-2.4504829791963747% |
0.58559107667174% |
-0.5854728969595229% |
-0.5979701519100482% |
| 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 |
-2.9829045074387106% |
-3.2951128868437243% |
-4.506023403817971% |
-3.4030887686768283% |
-1.5000994933366303% |
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 |
6.41022306524609% |
0.8417065036882097% |
0.3013672905697078% |
-2.6830351749928116% |
-1.5967242295338337% |
-2.991105978642553% |
| 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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
0.66 |
0.94 |
0.13 |
0.61 |
0.75 |
|
| 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 |
0.7760467097313368 |
1.0541229099639329 |
0.3413719916136144 |
0.7409933597176386 |
0.7900012376537692 |
0.5340639437440341 |
| 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 |
-0.9784283838446853 |
-0.8329316697990182 |
-0.8651974922828898 |
-0.0826306337962887 |
0.28394405623436986 |
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 |
0.9667213850519969 |
0.9784665198906491 |
0.48789046220186616 |
0.5525150347171646 |
0.7535953509794838 |
0.434206963678645 |
| 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 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
1.38 |
1.77 |
0.19 |
0.98 |
1.22 |
|
| 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 |
1.6263305208306744 |
1.9670556192050097 |
0.5030246336947609 |
1.2475312899507287 |
1.3355021889517849 |
0.7682735814563283 |
| 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 |
-1.095836824971786 |
-0.9571685075142022 |
-0.9108056566884317 |
-0.09220467330984465 |
0.33521919849039084 |
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 |
1.44394896140618 |
1.5382467681084004 |
0.722545663519696 |
0.8159337211291907 |
1.1634871228766037 |
0.6201148135171489 |
| 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 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
1.0 |
1.5 |
0.1 |
1.1 |
1.2 |
n/m |
| 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
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
5.9% |
5.9% |
26.5% |
26.5% |
26.5% |
|
| 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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
17.1% |
14.3% |
14.1% |
15.7% |
14.0% |
|
| 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 |
2.3% |
2.2% |
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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
7.8% |
7.0% |
9.0% |
9.3% |
8.2% |
|
| 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 |
1.6% |
1.3% |
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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| CWB |
0.99 |
0.82 |
0.72 |
0.78 |
0.76 |
|
| 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 |
1.0159747189626251 |
0.8343967475097747 |
0.708472549878805 |
0.7273057259294449 |
0.7506932700288771 |
0.8667598007129346 |
| 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 |
0.05082256837129569 |
0.07868110925904391 |
0.11784144594633486 |
0.21940884107722733 |
0.21105101723895336 |
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 |
0.47768323786706146 |
0.5896782915165802 |
0.6735648965068307 |
0.8401383416774597 |
0.8595887382352544 |
0.9523246858585829 |
| 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) |
0.85 |
0.84 |
0.86 |
0.87 |
0.87 |
|
| to S&P500 (SPY) |
0.84 |
0.82 |
0.85 |
0.85 |
0.85 |
|
| to U.S. Bonds (BND) |
0.42 |
0.54 |
0.60 |
0.45 |
0.38 |
|
| to Commodities (DBC) |
-0.17 |
-0.16 |
0.02 |
0.32 |
0.36 |
|
| to Gold (GLD) |
0.16 |
0.07 |
0.20 |
0.16 |
0.18 |
|
